Core Viewpoint - Chengdu is set to host the "Invest in Chengdu" Global Investment Conference from June 18, 2025, focusing on collaboration, innovation, and future development, with significant participation from global enterprises and investment opportunities [1][2]. Investment Growth - Chengdu has seen rapid investment growth in 2023, with 497 major industrial projects introduced from January to May, marking a 182% year-on-year increase. Foreign investment reached $6.56 billion from January to April, up 58.89%, ranking first among central and western cities [1]. Global Collaboration - The conference will establish a global industrial cooperation platform, focusing on emerging industries such as commercial aerospace, artificial intelligence, and biomedicine, aiming to sign significant projects that fill industry gaps and capture new market opportunities [2][3]. Fund Initiatives - Chengdu plans to launch a chain master fund action plan with a total scale of 60 billion yuan, promoting local supply chain integration and enhancing the investment environment through innovative capital models [3]. Business Environment - Chengdu is committed to improving its business environment with 70 new policy measures aimed at attracting and retaining businesses, emphasizing a responsive and supportive approach to enterprise needs [4][6]. Economic Performance - In the first quarter of 2023, Chengdu's GDP grew by 6.0%, with private sector value added increasing by 6.2%. Fixed asset investment rose by 7.9%, with private investment up by 10.6% from January to April [6]. International Market Expansion - Chengdu is exploring new models for cross-border e-commerce and enhancing its cultural industries, such as gaming and film, to expand its international market presence [6].

宏观研究 证券研究报告 5月经济平稳增长表现出较强韧性 第一创业证券研究所 分析师:李怀军 证书编号: S1080510120001 电话:010-63197789 邮箱:lihuaijun@fcsc.com 核心观点: 5 月工业增加值同比实际增长 5.8%,高于预期 5.7%,较 4月回落 0.3个百分点,但 1-5月累计值仍较去年全年高 0.5个百分点:5月社会消费品零售总额同比名义增 长 5.1%. 高于预期 4.9%. 较 4月回升 1.3 个百分点, 1-5 月累计值较去年全年高 1.5个百分点:1-5月固定资产投资累计同比增速为 3.7%,低于预期 4.0%,较 1-4 月回落 0.3个百分点,但较去年高 0.5个百分点。 在固定资产投资中,1-5月制造业累计同比增速为8.5%,较1-4月回落0.3个百分 点,且较去年低0.7个百分点;不含电力的基建投资累计同比增速为5.6%. 较 1-4 回落 0.2个百分点,但较去年高 1.2个百分点;而房地产投资累计同比增速为 -10.7%,较1-4月回落0.4个百分点,且较去年低0.1个百分点。 从服务业生产指数看,2025年5月当月同比为 6.2%,较 ...

Group 1 - The aerospace index in China, Guozheng Aerospace Index, experienced a decline of 0.37% as of June 16, with notable movements in constituent stocks such as Guorui Technology rising over 3% and companies like Xin Jingang and Jian She Industrial dropping over 2% [1] - The Tianhong Aerospace ETF (159241) closely tracks the Guozheng Aerospace Index and showed a slight decline of 0.10% with a premium trading occurrence at the beginning of the session [1] - The Guozheng Aerospace Index is characterized by over 99% weight in the defense and military industry, with 73% of its weight concentrated in the core sectors of aerospace and aviation equipment, focusing on key areas such as large aircraft manufacturing, low-altitude economy, and commercial aerospace [1] Group 2 - The 55th Paris Air Show is scheduled to take place from June 16 to June 22, 2025, with the China Aviation Industry Corporation announcing its exhibition lineup, featuring significant aircraft such as the J-20, J-35A, and Y-20 [1] - The J-35A's appearance at the Paris Air Show signifies a new height for China's aviation industry, enhancing its international influence and military autonomy, with implications for the aerospace equipment, advanced materials, and electronic information sectors [2] - The advanced design concepts of the J-35A are expected to stimulate demand across various industries, particularly benefiting aerospace equipment manufacturers, advanced materials companies, and electronic information firms, especially in radar and avionics systems [2]

时至今日，东莞汇聚了300多家日资企业，累计投资达54.5亿美元，京瓷、太阳诱电、理光创想等一批 优秀企业在莞深耕多年，业务涉及电子元器件、汽车零部件、高端装备制造、新能源等多个领域，为东 莞市贡献了不计其数的优质就业岗位，更通过技术溢出效应和管理经验共享，助力本土产业链向高端 化、智能化升级。 特别是东莞新一代电子信息产业取得的成就，是东莞坚持"科技创新+先进制造"的生动实践，更是中日 产业合作的典范。三十多年来的携手共进，东莞与日本保持着密切的经济往来，日资企业多年来深耕东 莞，已形成坚实的发展基础，同时也为东莞经济社会的发展作出了重要贡献。 （文章来源：广州日报） 本次活动还设置了"名优莞品"展示专区，通过实物展示、互动体验的形式，多角度地呈现东莞制造的创 新成果与特色产品，为日本企业提供一个了解东莞制造的窗口。活动当天，日本企业家还分三条线路深 度考察东莞的投资营商环境。 东莞汇聚了300多家日资企业 记者了解到，过去三十多年来，日本是东莞重要的经贸合作伙伴之一。自改革开放以来，一大批日本企 业扎根东莞，日本企业是来莞投资最早、领域最广、贡献最大的外商群体之一。早在1986年便有日本企 业率先落户东莞 ...

Core Insights - The "Japan Enterprises Dongguan Tour" event was held on June 13, organized by the Dongguan Municipal Government, showcasing Dongguan's investment environment to over 200 representatives from nearly 100 key Japanese enterprises [1][3]. Group 1: Event Overview - The event featured four parallel activities aimed at deepening cooperation and showcasing Dongguan's capabilities to foreign enterprises [1][3]. - Japanese companies participating in the event span various industries, including high-end equipment manufacturing, new materials, new energy vehicles, and next-generation electronic information [3]. Group 2: Industry-Specific Exchanges - The New Materials and High-End Equipment Industry Exchange focused on discussions between Japanese companies and local Dongguan research institutions, emphasizing technology and market collaboration [5]. - The Next-Generation Electronic Information Industry Exchange facilitated project showcases and supply-demand interactions, with over 40 participating companies exploring innovative cooperation ideas [7]. - The New Energy Vehicle Industry Exchange highlighted Dongguan's support for the sector, with significant investments from leading companies like BYD, and discussions on smart driving technology [11]. Group 3: Trade and Market Expansion - The Market Expansion Supply-Demand Matching Conference provided a platform for Dongguan enterprises to connect with Itochu Corporation, discussing trade and supply chain logistics [9]. - The event aimed to enhance understanding of Dongguan's manufacturing environment and foster potential collaborations among Japanese and local enterprises [11][13]. Group 4: Future Collaboration - Dongguan aims to leverage the insights gained from the event to enhance its business environment and support for enterprises, focusing on innovation and collaboration with Japanese companies in emerging sectors [13].

6月13日，在东莞举行的"日本企业东莞行"活动中，嘉宾们分成多个线路，深度考察了东莞经济发展、 营商环境、产业和企业优势等情况。突出的产业链优势、快速发展高科技产业等给嘉宾们留下深刻的印 象。 本次考察中，企业家们上午集中参观了松山湖科学城展览馆、华为团泊洼园区等地方。松山湖科学城展 览馆集展示、科普、互动等功能于一体，在大湾区综合性国家科学中心先行启动区（松山湖科学城）全 面启动建设的背景下，已成为对外呈现松山湖及科学城发展历程、规划蓝图、建设进展及未来愿景的综 合性空间平台。团泊洼智能制造园区位于松山湖科技产业园区南部，规划占地2400 亩，致力于构建世 界一流的先进生产系统，建设成世界级的智能制造标杆园区。松山湖数学探索馆是悠兰里松山湖文化艺 术街区的重要组成部分，旨在打造全国首个全生态的数学主题探索馆。展馆以"魔力数学"为主题，构建 集展览与教育为一体的数学文化复合空间。 当天下午，考察团分多条线路深入探索东莞的产业优势。在滨海湾新区，嘉宾们去到东莞滨海湾展示中 心，深入了解新区发展成果和规划，感受滨海湾新区蓬勃的生命力与广阔的发展前景，进一步坚定了他 们投资兴业、共谋发展的决心与信念。在长安镇，考察 ...

Economic Growth - Guian New Area has maintained a GDP growth rate of over 20% for seven consecutive quarters, ranking among the top national-level new areas [1][3] - The GDP of Guian New Area is projected to exceed 40 billion yuan in 2024 [1] Strategic Positioning - Guian New Area is positioned as an important economic growth pole in the western region, a new highland for inland open economy, an ecological civilization demonstration area, and a demonstration area for coordinated urban-rural development [3][4] Industrial Development - The area focuses on developing computing power, data, and artificial intelligence industries, with a target revenue of 75 billion yuan for the software and information technology service industry in 2024 [4] - The electronic information manufacturing industry is expected to grow by 168.3% in 2024 [4] - High-tech manufacturing is projected to account for 28% of the industrial added value, while strategic emerging industries will account for 38% [4] Open Economy - Guian New Area is enhancing trade cooperation with RCEP member countries and expanding its trade network to cover 142 countries and regions [5] - By the end of 2024, the area is expected to have 327 registered trade entities with customs, including 4 entities with over 1 billion yuan in trade [5] Ecological Development - The area is advancing sponge city initiatives, with 70.6% of urban built-up areas designated as sponge cities [6] - The area has achieved a 100% compliance rate for seven key environmental indicators [6] Urban-Rural Integration - Guian New Area is implementing comprehensive spatial planning to integrate urban and rural development, with significant improvements in agricultural productivity and public services [7] - The area has established a robust public cultural service network and is enhancing healthcare services in rural areas [7]

由商务部和山东省人民政府共同主办的第六届跨国公司领导人青岛峰会将于6月18日至20日在青岛举 行。国务院新闻办公室6月13日举行新闻发布会介绍有关情况。 "我们还精心设计了28条产业链考察路线，定向邀请跨国公司进行实地考察，并洽谈合作。"王磊说。 关于《跨国公司在中国》报告，商务部国际贸易经济合作研究院院长王雪坤说，今年报告将基于国际视 角对当前全球投资发展的态势进行研判，从确定性、安全性、开放性等七个方面呈现跨国公司投资中国 的新机遇，并就跨国公司投资战略调整、产业赛道转换、合作模式升级等提出建议。 多年来，中国与跨国公司的合作积累了诸多成果。以峰会举办地青岛为例，青岛市副市长赵燕说，透过 峰会窗口，跨国公司看到了青岛高水平对外开放的诚意，也落地了一批产业契合度高、带动性强、影响 力大的标志性项目，179家世界500强企业在青岛投资了412个项目。 李詠箑表示，下一步，将进一步扩大高水平对外开放，继续支持外资企业投资中国、深耕中国。在云计 算、生物技术、独资医院等领域加快开放试点，有序扩大其他服务领域的自主开放。修订并扩大《鼓励 外商投资产业目录》，研究制定鼓励外资企业境内再投资政策。针对外资企业重点关注的 ...

Group 1 - Software engineering and information security have consistently ranked in the top 10 for undergraduate starting salaries for the past ten years, with information security being the highest-paying field each year [1][3] - The average monthly salary for the 2024 undergraduate cohort six months after graduation is 6199 yuan, indicating a stable upward trend in salaries for recent graduates [2] - The eastern region of China remains a high-salary hub due to its advanced industrial clusters, with 2024 graduates in this area earning an average monthly salary of 6861 yuan [2] Group 2 - The top 10 high-paying majors for the 2024 undergraduate cohort include information security (7599 yuan), microelectronics science and engineering (7282 yuan), and automation (7108 yuan), all significantly above the average salary [3] - All high-paying majors for the 2024 cohort are engineering-related, reflecting the correlation between salary levels and market demand, professional barriers, and industry growth prospects [4] - The Ministry of Education has accelerated the optimization of academic programs, with 1839 new programs added and 2220 programs discontinued in 2024, indicating a strong response to market needs [4][5] Group 3 - Universities are rapidly adjusting their academic offerings to align with market demands, as seen in Shandong University's decision to eliminate 27 undergraduate programs [5] - Shanghai Jiao Tong University has established four new colleges focused on electrical engineering and automation, aiming to support the technological revolution driven by artificial intelligence [5] - Fudan University has announced a significant increase in its engineering enrollment plans, reflecting a 20% year-on-year growth in engineering program size [5]

齐鲁晚报·齐鲁壹点记者 李殷婷 6月13日，国务院新闻办公室举行新闻发布会，介绍2025年跨国公司领导人青岛峰会有关情况，并答记者问。 全力构建现代化产业体系。围绕培育壮大新兴产业、超前布局未来产业，策划举办通用航空和低空经济发展 论坛、"人工智能+"高质量发展论坛和银发经济论坛，集中发布行业政策，探讨技术突破与产业高质量发展路 径。聚焦高端人力资源赋能先进制造业发展，山东将策划举办人力资源高质量发展对话会，开展深度探讨和 交流。同时，为了深化与欧盟、中东、日本等重点国别地区的合作，我们还将举办跨国公司链式招商恳谈 会、中德跨国公司发展交流论坛、中阿经贸合作高质量发展论坛等活动，推动在新能源装备、集成电路、现 代医药、高端化工、电子信息等产业链接跨国公司资源。此外，山东还精心设计了28条产业链考察路线，定 向邀请跨国公司进行实地考察，并洽谈合作。 全力深化与跨国公司的多元交流合作。在本次峰会上，国家有关部委将举办商务电商政策说明会、大规模设 备更新政策说明会、商务政策闭门会、知识产权政策闭门会等，权威解读最新政策，打造稳定透明可预期的 制度环境。在拓展与跨国公司交流合作新领域方面，山东将策划举办女企业家论坛、 ...