新华社南京12月18日电 题：聚焦转型创新，深化多链合作——2025两岸企业家峰会年会综述 峰会台湾方面理事长刘兆玄表示，两岸产业高度互补融合，台湾产业已累积很多产业链合作的成功 经验，大陆正致力促进产业链的现代化和自主化，两岸未来可进行合作的领域还很广阔。"期待两岸企 业进行多元深度的产业链对接和协同创新，缔造更多互利双赢的合作成果。"他说。 新华社记者尚昊、陆华东、朱筱 南京，扬子江畔。初冬时节，2025两岸企业家峰会年会如约登场。 两岸企业家峰会发端于南京，是具有重要影响力、凝聚力的两岸企业界高端交流合作平台。本届年 会于16日至17日举行，主题为"聚焦转型创新，深化多链合作"，约800位两岸各界人士与会，共商产业 发展大计，共谋壮大民族经济。 在产业链对接和协同创新中缔造更多合作成果 谈及此次年会主题中的"转型创新"，南京昀光科技有限公司董事长潘仲光感触颇深。这家两岸合资 企业自2019年成立以来，自主创新和研发成果不断，日前已正式启动12英寸硅基OLED产线建设。 "台湾在智能硬件领域积淀深厚，而大陆在算法迭代与智能制造领域已走在世界前列，我们企业的 发展，本就深深扎根于两岸的优势互补。"潘仲光说， ...

Group 1 - The article discusses the perception of Chinese tech elites in the eyes of Americans, emphasizing the importance of understanding their reading habits and thought processes [2][4] - It highlights that Silicon Valley has begun to question the notion of American exceptionalism, leading to curiosity and even jealousy towards Chinese technology [4][5] - The author critiques the reliance of Chinese entrepreneurs on Western business literature, suggesting a lack of originality and a tendency to treat books as products rather than sources of deep understanding [4][5] Group 2 - The article points out that while Chinese tech elites are often seen as extensions of Silicon Valley, this characterization is overly simplistic and inaccurate [5][6] - It discusses the influence of various Chinese philosophical thoughts, such as Maoism and Confucianism, on the broader population rather than specifically on tech elites [6][7] - The author expresses skepticism about the future of Chinese entrepreneurs, questioning whether they are merely replicating past successes rather than innovating [7]

"我们将把在赛事中用到的智慧场馆解决方案，推广至更多大型公共设施，服务更多人。"卓周旺说。 《 人民日报 》（ 2025年12月16日 10 版） (责编：杨光宇、胡永秋) 为广东奥体中心等多个场馆打造通信"神经网络"的，是天河区本土企业广州宇洪科技股份有限公 司。"过去，一个场馆最多承载200多台对讲机的通信量，我们通过技术攻关，实现了上千台对讲机同时 使用。"宇洪科技副总经理卓周旺介绍。 六运会、九运会、第十六届亚运会，再到十五运会和残特奥会……30多年来，天河区以重大体育赛事为 应用场景，培育壮大了一批科技企业。 佳都科技研发的智慧交通指挥平台、数元科技研发的"天枢"空天地立体防控系统，保障赛事期间人流安 全聚集与疏散；师大维智和南方测绘提供的数字孪生与仿真推演服务，让人流、车流、应急方案在虚拟 世界中预演优化……天河区主动开放应用场景，让体育赛事成为新技术、新产品的"秀场"，加速技术创 新与产品迭代，"人才引领创新、资本助推产业"的良性循环逐步形成。 近日，残特奥会田径项目比赛在广东奥体中心举行，出入口一块无障碍信息查询屏十分显眼。通过屏 幕，可以查询场馆内的无障碍设施分布情况，还能获取场馆电子地图、 ...

雷迪克公告，公司于2025年11月3日召开第四届董事会第二十二次会议，审议通过《关于受让上海傲意 信息科技有限公司部分股权并向其增资的议案》。为深化人形机器人产业领域布局，切实推动产业资源 的深度融合与战略协同，公司以现金为对价通过受让股权及增资的方式合计取得上海傲意信息科技有限 公司20.41%股权。截至本公告披露日，本次交易已实施完毕，公司已完成对上述交易的全部出资。标 的公司傲意科技工商注册登记手续已办理完成，并于近日取得上海市浦东新区市场监督管理局颁发的 《营业执照》。 ...

Core Viewpoint - The Hong Kong Stock Exchange (HKEX) has launched the HKEX Technology 100 Index, marking a significant milestone in its index and data business development, reflecting the transformation of the Hong Kong market towards a technology-centric identity [1][2]. Group 1: Introduction of the Technology 100 Index - The HKEX Technology 100 Index is a broad-based stock index tracking the performance of the 100 largest technology companies listed on the HKEX, covering six major innovative themes: artificial intelligence, biotechnology and pharmaceuticals, electric vehicles and smart driving, information technology, internet, and robotics [2][3]. - The index includes only stocks eligible for the Stock Connect program, catering to both international and mainland Chinese investors [2]. Group 2: Market Trends and Investor Sentiment - There has been a noticeable shift in investor perception of the Hong Kong market, increasingly recognizing it as a technology-driven market, especially since the listing rule reforms initiated in 2018 [3]. - Data indicates a significant change in the market structure, with the market capitalization of technology stocks in the Stock Connect program rising from approximately 10% in 2014 to about 40% by 2025, with four out of the top ten companies being technology giants [3]. Group 3: Differentiation from Existing Indices - The HKEX Technology 100 Index differentiates itself from the Hang Seng Technology Index by including 100 constituent stocks, ranging from large-cap companies like Tencent and Alibaba to smaller firms with market capitalizations of over 20 billion HKD [5][6]. - The index aims to meet diverse investor needs, providing a broader selection of technology stocks compared to existing indices [6]. Group 4: Future Developments and Performance - The HKEX plans to introduce more indices, including thematic indices, to further enhance its product offerings [8]. - The HKEX Technology 100 Index has shown strong performance, with a cumulative return of approximately 40% year-to-date, and returns of 45% and 55% over the past year and three years, respectively, highlighting the growth potential of the technology sector in the Hong Kong market [9].

Core Viewpoint - The Hong Kong Stock Exchange (HKEX) has launched the Hong Kong Stock Exchange Technology 100 Index, marking a significant milestone in its index and data business development, reflecting a fundamental shift in the market structure towards technology as a key sector [1][2]. Group 1: Introduction of the Technology 100 Index - The Technology 100 Index tracks the performance of 100 of the largest technology companies listed on the HKEX, covering six major innovative themes: artificial intelligence, biotechnology and pharmaceuticals, electric vehicles and smart driving, information technology, internet, and robotics [1]. - The index is designed to meet the investment needs of both international and mainland Chinese investors, as all constituent stocks are eligible for the Stock Connect program [1]. Group 2: Market Trends and Investor Demand - There has been a notable shift in investor perception of the Hong Kong market, increasingly recognizing it as a technology-driven market, especially since the listing rule reforms initiated in 2018 [2]. - Data indicates that the market structure has transitioned from traditional industries to being dominated by technology companies, with the market capitalization of technology stocks in the Stock Connect increasing from approximately 10% in 2014 to about 40% by 2025 [2]. Group 3: Differentiation from Existing Indices - The Technology 100 Index differentiates itself from the Hang Seng Technology Index by including 100 constituent stocks, ranging from large-cap companies like Tencent and Alibaba to smaller firms with market capitalizations of over 200 million HKD [3]. - This broader coverage aims to cater to diverse investor needs, enhancing the overall attractiveness of the market [4]. Group 4: Accessibility and Future Developments - All constituent stocks of the Technology 100 Index must meet the eligibility criteria for Stock Connect, ensuring ease of access for mainland fund companies [5]. - The index has a mechanism for rapid inclusion of representative new stocks, allowing it to reflect market dynamics promptly [5]. - Future plans for the HKEX include the introduction of more indices, including thematic indices, to meet growing investor demand [5].

Core Viewpoint - The Hong Kong Stock Exchange (HKEX) has launched the Hong Kong Stock Exchange Technology 100 Index, marking a significant milestone in its index and data business development, reflecting a fundamental shift in the market structure towards technology as a key sector [1][2]. Group 1: Introduction of the Technology 100 Index - The Technology 100 Index tracks the performance of 100 of the largest technology companies listed on the HKEX, covering six major innovative themes: artificial intelligence, biotechnology and pharmaceuticals, electric vehicles and smart driving, information technology, internet, and robotics [1]. - The index is designed to meet the investment needs of both international and mainland Chinese investors, as all constituent stocks are eligible for the Stock Connect program [1][2]. Group 2: Market Trends and Investor Interest - There has been a noticeable shift in investor perception of the Hong Kong market, increasingly recognizing it as a technology-driven market, especially since the listing rule reforms initiated in 2018 [2]. - Data indicates that the market structure has transitioned from traditional industries to being dominated by technology companies, with the market capitalization of technology stocks in the Stock Connect program expected to rise from approximately 10% in 2014 to about 40% by 2025 [2]. Group 3: Differentiation from Existing Indices - The Technology 100 Index differentiates itself from the Hang Seng Technology Index by including 100 constituent stocks, ranging from large-cap companies like Tencent and Alibaba to smaller firms with market capitalizations of over 20 billion HKD [3]. - The index aims to cater to diverse investor needs, providing a broader range of investment options compared to existing indices [3]. Group 4: Accessibility and Inclusion Criteria - All constituent stocks of the Technology 100 Index must meet the eligibility criteria for the Stock Connect program, ensuring ease of access for mainland fund companies [4]. - The index requires constituent stocks to have at least six months of listing history, but it also includes a rapid inclusion mechanism for representative new stocks that meet the criteria [4]. Group 5: Future Developments and Performance - The HKEX plans to introduce more indices, including thematic indices, to meet growing investor demand [5]. - The Technology 100 Index has shown strong performance, with a cumulative return of approximately 40% year-to-date as of November 30, 2025, and returns of 45% and 55% over the past year and three years, respectively, highlighting the growth potential of the technology sector in the Hong Kong market [5].

该指数覆盖人工智能、生物科技及医药、电动车及智能驾驶、信息科技、互联网和机器人六大科技及创 新主题，除美图公司外，腾讯控股、阿里巴巴-W、小米集团-W等个股入选。 12月9日，香港交易所科技100指数发布，作为港股AI应用代表，美图公司(1357.HK)入选。 香港交易所科技100指数是香港交易所推出的首只港股指数，追踪100家在香港交易所上市的市值最大科 技公司的表现。纳入该指数的成分股，需满足过去六个月日均成交额不低于2000万港元，且过去两年研 发投入占比超3%或营收年增超5%。 作为港股AI应用标的，美图公司今年在资本市场倍受关注，被摩根士丹利、瑞士银行等国际大行给 予"买入"评级。 ...

Core Insights - The report from China Investment Corporation (CIC) indicates total assets of $15.7 trillion and net assets of $13.7 trillion as of December 31, 2024, with an annualized net return on foreign investments of 6.92%, exceeding performance targets by 61 basis points [1] - The macroeconomic environment in 2024 is characterized by high interest rates, high inflation, and increased volatility, leading to greater challenges and uncertainties in foreign investment activities [1] - The acceleration of digitalization, greening, and intelligence is creating new investment opportunities alongside global growth [1] Investment Strategy - CIC maintains a strategic focus on long-term investments, emphasizing internationalization, marketization, professionalism, and responsibility while optimizing investment models and enhancing management systems [1] - In the public market, the investment portfolio is 34.65% in publicly traded stocks, with the top five sectors being Information Technology (25.85%), Financials (16.41%), Consumer Discretionary (11.85%), Health Care (9.88%), and Industrials (9.72%) [2] - The company is adapting its investment strategies in both public and private markets to respond to market trends and risks, enhancing flexibility and effectiveness in investment management [2] Performance and Outlook - In the first half of 2025, CIC reported good investment returns in the public market, exceeding board assessment indicators, while maintaining a flexible and proactive approach in the private market [3] - Central Huijin, a wholly-owned subsidiary of CIC, plans to increase its holdings in exchange-traded funds (ETFs) to support market stability, continuing its role as a stabilizing force in the capital market [4] - Central Huijin aims to enhance the governance and competitiveness of its controlled institutions, ensuring compliance and effective risk management to safeguard the quality of financial assets [5]

12月9日，中国投资有限责任公司（下称中投公司）发布经董事会批准的《2024年度报告》（下称《年 报》）。《年报》显示，截至2024年12月31日，中投公司总资产达1.57万亿美元，净资产达1.37万亿美元，过 去十年对外投资年化净收益率按美元计算为6.92%，超出业绩目标61个基点；中央汇金受托管理的国有金融资 本达6.87万亿元人民币，较年初增长6.44%。 《报告》显示，在中投公司境外投资组合中，公开市场股票占比34.65%。在公开市场股票行业类型分布，信息科 技占比25.85%。记者注意到，2023年的报告中信息科技行业占比是21.91%，2024年提升了约4个百分点。2023年 的报告还披露了股票的区域分布，其中美股占比60.29%，非美发达股票占比25.58%，新兴市场股票及其他占比 14.13%。2024年未披露这一数据。 "在公开市场股票方面，强化业绩导向，优化调整相关策略规模。做好自营投资规划，有重点地加大自营投资力 度。持续加强前瞻性研判，积极把握主题投资机遇。聚焦重点区域和领域，研究优化策略结构。"《报告》称。 公开市场股票投资占比34.65% 《报告》披露了中投公司境外投资组合分布及比 ...