本报讯 （记者毛艺融）2026年2月10日，科创板又迎来"新兵"中电科蓝天科技股份有限公司。目前，科 创板上市公司总数达到603家。作为中国"硬科技"企业的聚集地，科创板的板块产业图谱与现代化产业 体系建设同向而行，尤其在新一代信息技术、生物医药、高端装备制造等战略性新兴产业，已形成"链 主引领、上下协同"的发展格局。 科创综指为观察科创板整体情况和发展态势提供了全局性的视角。推出一年来，科创综指的市场关注度 持续提升，截至2026年2月10日，科创综指样本数量达580只，市值覆盖度超过90%，总市值高于100亿 元的科创综指成份股权重占比较发布时提升15.1%，成长效应显著。科创综指已成为与上证指数、深证 成指、创业板指并列的A股四大核心宽基指数，为境内外投资者观测和分享中国新质生产力发展红利提 供了重要工具。 已披露科创板公司 其一，集成电路产业受人工智能等新兴应用需求拉动，延续较高景气度。87家公司披露业绩情况，受益 于人工智能等新兴应用场景拓展，合计净利润同比增加约99.49亿元，57家公司业绩预增或扭亏为盈。 其二，创新药行业BD（商务拓展）交易频出、出海提速，商业化进程显著加快，招采回暖推动制药类 ...

来源：深圳特区报 2月9日，深圳市第七届人民代表大会第七次会议开幕，市长覃伟中代表市政府向大会作政府工作 报告。报告明确了"十五五"时期深圳经济社会发展的主要目标：地区生产总值超过5万亿元。在十 五五"开局之年，深圳提出了5%的GDP预期增速目标，并对全年重点工作作出具体部署。 会上，深圳市市长覃伟中表示，健全与企业全生命周期更相适应的多元化、接力式科技金融服务体 系，壮大耐心资本、长期资本， 加快形成各类创新创业和产业投资基金数量超万家、总规模超万 亿元的"双万基金"格局。 这是深圳两会首次提出"双万基金"格局。 此外，会议还在创新策源、关键核心技术攻关、人才等方面做出谋划，提出加快建设清华大学深圳 国际研究生院（二期）、香港中文大学（深圳）医学院、电子科技大学（深圳）高等研究院等项 目，开展集成电路、工业母机、高端仪器、基础软件、先进材料、生物制造等领域重点产业研发项 目150个以上，今年将推动全社会研发投入增长10%以上，继续组织"百万英才汇南粤"深圳行动 计划，优化实施"孔雀团队"项目，吸引集聚集成电路、人工智能、生物科技、量子科技等重点领 域高层次科技创新人才。 热文： 谁押中了沐曦股份？ 荐读： ...

Core Viewpoint - Yandong Microelectronics (688172.SH) announced a reduction in shareholding by the National Integrated Circuit Fund, which decreased its stake from 6.08% to 5.00%, no longer qualifying as a major shareholder [1] Group 1 - The National Integrated Circuit Fund reduced its holdings by 1.08% through centralized bidding transactions [1] - The total number of shares held by the National Integrated Circuit Fund decreased from 86,747,202 to 71,380,905 shares [1] - Following this transaction, the National Integrated Circuit Fund is no longer a shareholder with over 5% ownership in the company [1]

格隆汇2月10日｜燕东微公告，2026年1月6日至2月10日，股东国家集成电路基金因自身资金需求，通过 集中竞价交易减持1536.63万股，减持比例1.08%。权益变动后，其持股由8674.72万股降至7138.09万 股，持股比例由6.08%降至5%，不再是持股5%以上股东。本次减持不触及要约收购，不会导致控股股 东、实际控制人变化。国家集成电路基金减持计划实施期至2026年3月11日，公司将督促其履行信披义 务。 ...

新在区域布局优化，比较优势持续释放。发展新质生产力绝非一味"求高求新"，更不是走单一路 径、开展同质化竞争；相反，必须坚持因地制宜，形成各具特色、错位竞争、优势互补的区域生产力布 局。在长三角，来自苏浙皖三地的机器人零部件在上海完成整机集成，"四地合造机器人"证明世界级产 业集群并不依赖某一地的绝对优势，而是在协作中挖掘更大红利。在大西北，戈壁荒滩成为绿色电 源，"西电东送"输电能力达到3.4亿千瓦，"东数西算"八大枢纽节点算力规模约占全国的70%，清洁能源 与数字基建等新质生产力将西北地区的资源禀赋转化为发展优势和动力。 新在产业提质升级，发展动能持续增强。从机械化到电气化，再到信息化、智能化，每次产业革命 都意味着新技术的普及应用，推动主导产业和支柱产业迭代升级。"十四五"时期，我国新能源汽车年产 销量从2020年的均约140万辆跃升至2025年的均超1600万辆，汽车产业实现"换道超车"；冶金、化工、 机械、轻工等传统产业高端化、智能化、绿色化加快推进，"十四五"时期工业机器人新增装机量全球占 比过半。当前，中国传统产业正在持续提质升级，在"十五五"时期预计可以新增10万亿元左右的市场空 间；新兴产业和 ...

今年是"十五五"开局之年，全市生产总值增长预期目标为5%左右。为奋力实现"十五五"良好开局，关键是"五个 着力"：一是着力以国家战略为牵引，全面深化改革开放。我们将加快"五个中心"建设，深入推进浦东引领区、自 贸试验区及临港新片区、虹桥国际开放枢纽、东方枢纽国际商务合作区等改革开放高地建设，推进长三角一体化 发展，加快将改革开放红利转化为经济发展效益。 中国经济导报讯记者鲍筱兰2月7日，举行上海市人民政府主题记者会，上海市政府副秘书长、市发展改革委主任 顾军出席，回答中外记者关心的问题。 人民日报：2025年上海GDP增速跑赢全国，宏观经济数据亮眼，新一年上海将会怎样谋篇，实现"十五五"良好开 局？ 顾军：感谢您的提问。2025年，上海锚定"五个中心"建设重要使命，着力推动高质量发展，全市经济运行稳中有 进、进中提质，呈现势头向上、结构向优、动能向新、民生向好的发展态势。全年全市生产总值达到5.67万亿 元，比上年增长5.4%，圆满完成了年度和"十四五"经济增长预期目标。 顾军：感谢您的提问。把上海建设成为"五个中心"，是党中央从战略大局和发展全局出发，赋予上海的重要使 命。今年是"十五五"规划的开局之年，我 ...

Group 1 - The Integrated Circuit ETF (159546) opened with a gain of 0.45%, priced at 2.023 yuan [1] - Key stocks in the ETF include: Cambrian rising by 1.67%, SMIC increasing by 0.23%, Haiguang Information up by 1.90%, while Zhaoyi Innovation fell by 2.00% and Lanke Technology decreased by 0.55% [1] - The ETF's performance benchmark is the CSI All Share Integrated Circuit Index return, managed by Guotai Fund Management Company, with a return of 101.55% since its establishment on October 11, 2023, and a 0.75% return over the past month [1]

Economic Development - The GDP of Wuhan reached 22,147.35 billion yuan, growing by 5.6% in 2025, with fixed asset investment increasing by 2% and retail sales of consumer goods surpassing 900 billion yuan, growing by 4.5% [4] - The total foreign trade import and export volume increased by 12.7%, maintaining a leading growth rate among sub-provincial cities [4] - Over 600,000 new business entities were registered, ranking second among sub-provincial cities [4] Technological Innovation - The world's first Beidou high-precision chip was developed in Wuhan, and the city established the largest Hongmeng ecological innovation center in the country [5] - The number of high-tech enterprises exceeded 17,000, placing Wuhan among the top cities in China [5] - Wuhan ranked 8th globally and 5th nationally in the 2025 Natural Index for research cities [5] Industrial Transformation - The integrated circuit industry scale surpassed 100 billion yuan, with a 40.2% increase in new energy vehicle production [5] - Major projects such as Changjiang Storage's third phase and the Yiswei silicon wafer project commenced construction [5] - The production of Xiaomi smart home appliances began, and three innovative drugs were launched, marking a historical high [5] Urban Development - The city initiated a three-year urban renewal action plan, with significant progress in areas like Jiefang Avenue and Han Zheng Street [5] - A total of 258 old residential communities and 1,005,000 square meters of urban villages were renovated [5] - The total length of expressways exceeded 1,000 kilometers, and the multi-modal transport system was accelerated [5] Consumer and Cultural Development - Major shopping centers such as the Shanshan Outlets and Wuhan Binjiang Tianjie opened, contributing to the vibrant consumer market [6] - Wuhan was recognized as one of the top ten popular tourist destinations in the country [7] - The city hosted over 1,100 cultural and sports events, enhancing its cultural profile [6][7] Employment and Social Security - The city created 299,000 new urban jobs and 314,000 new jobs for college graduates [12] - Social insurance coverage increased by 473,000 participants, and the basic pension for retired employees continued to rise for 21 consecutive years [12] - The city completed 38 major livelihood projects, with public service improvements [12] Governance and Reform - The government emphasized political construction and strict governance, addressing corruption and improving administrative efficiency [12] - Reforms in state-owned enterprise management and investment fund management were implemented [9] - The city established a collaborative development mechanism for state-owned and private enterprises, with over 120,000 private enterprises registered [9] Future Development Goals - The GDP is projected to exceed 30 trillion yuan by 2030, with significant advancements in building five centers and modernizing Wuhan [18] - The focus will be on enhancing urban capabilities, promoting technological innovation, and improving public services [19][20] - Key tasks include expanding domestic demand, strengthening the real economy, and enhancing regional cooperation [27][29]

Core Viewpoint - The Sichuan provincial tax authority is enhancing its tax services to support local enterprises in their international expansion and to attract foreign investment, aligning with the "Belt and Road" initiative and the province's strategic goals for open development [1][2]. Group 1: Support for Local Enterprises - Sichuan's tax department has created the "Tax Road Pass · Inclusive Service" brand to provide comprehensive tax support for local companies venturing abroad, addressing the complexities of cross-border taxation [2][3]. - The implementation of a paperless export tax refund process has significantly improved efficiency, reducing the average processing time for normal refunds to within 3 working days, with over 1,030.87 billion yuan in refunds processed since the start of the 14th Five-Year Plan [2]. - For example, Sichuan Huayi Tea Co. benefited from a timely export tax refund of 270,000 yuan, which alleviated financial pressure during market fluctuations, and has received a total of 949.22 million yuan in refunds since 2021 [2]. Group 2: Risk Management and Compliance - The tax authority is focusing on providing tailored services to different types of enterprises, ensuring that tax benefits are effectively communicated and implemented through a direct connection mechanism [3]. - A comprehensive list of key foreign-related enterprises is maintained to facilitate the targeted delivery of tax incentives, enhancing the certainty of international tax services for businesses [3]. Group 3: Attracting Foreign Investment - Sichuan has become a leading province for foreign investment in central and western China, supported by effective tax incentive policies that have been successfully implemented [4]. - For instance, Jeff Microelectronics (Sichuan) Co., Ltd. has benefited from nearly 15 million yuan in tax incentives during the 14th Five-Year Plan, which has allowed the company to invest more in R&D and production [4]. - The tax department has established specialized teams to assist high-tech foreign enterprises, enhancing service quality and helping them mitigate cross-border tax risks [4]. Group 4: Enhancing Consumption and Tax Refund Services - The Sichuan tax authority is improving tax refund services to support the construction of international consumer centers, expanding the scope of departure tax refunds and enhancing the overall experience for consumers [6][7]. - The number of departure tax refund stores has reached nearly 700, with a focus on popular shopping areas and tourist attractions, ranking fourth in the country for sales volume of tax refund goods [6]. - The introduction of a "buy and refund" service model has streamlined the refund process, with over 200 stores now participating in this initiative, contributing to a significant increase in inbound tourism and consumption [7].

一份刚刚发布的三年行动方案，将重塑这座城市的产业版图，并将触角伸向近地轨道。 2025年，上海规上工业总产值跨越4万亿元大关，创下历史新高。在这个制造业强势复苏的基础上，上 海并未停下脚步。近日，上海市经济和信息化委员会牵头编制的《上海市支持先进制造业转型升级三年 行动方案（2026—2028年）》（下称《行动方案》）正式发布，设定了明确目标：到2028年，新增年产 值10亿元以上制造业企业100家，累计超过600家，并带动产业链新增规上工业企业500家。这个被称 为"10亿+"的企业集群，是上海工业经济的核心力量。 01 产业投资的强劲势头 强劲的投资为未来增长注入了信心。数据显示，2025年，上海工业投资同比增长20.0%。其中，作为核 心的制造业投资表现尤为亮眼，同比增长22.8%。这不仅体现了市场主体的预期，也为《行动方案》提 出的三年目标提供了坚实基础。 02 多路径的产业结构调优 《行动方案》提出了以四大行动、17条举措为核心的完整路径。其中，"结构调优升级行动"对不同能级 的产业给出了差异化方案。对于传统优势产业，方案强调"优化提升"。例如，推动石化企业向"去油增 化"转型，布局新型功能材料；钢 ...