Group 1 - The core focus is on accelerating the construction of the "Five Centers" in Shanghai, which includes enhancing the city's international economic center capabilities and fostering the development of various industries such as smart connected new energy vehicles, marine economy, low-altitude economy, aerospace, and satellite internet [1][2] - The Shanghai government report emphasizes the importance of synergistic development among the "Five Centers" to enhance overall effects, platform effects, amplification effects, and radiation effects [1] - The representatives highlight the need for a comprehensive approach to industry development, including the integration of resources, platforms, and support systems to ensure high-quality industrial growth [2] Group 2 - The construction of Shanghai's international shipping center is transitioning from "basically completed" to "fully completed," but it still faces challenges in enhancing the business environment and the level of shipping element aggregation [3][4] - Suggestions include optimizing the port business environment by establishing international port cooperation agreements and promoting green and digital shipping corridors [4] - There is a focus on attracting high-quality shipping-related enterprises to Shanghai and implementing supportive policies to draw back "convenient flag ships" and high-end shipping talents [5]

Core Viewpoint - Chongqing has announced the results of the 2025 Comprehensive Pilot Innovation Case Selection for the Expansion of the Service Industry, with three cases from the Liangjiang New Area being recognized, highlighting the region's advancements in integrating advanced manufacturing and modern services [2][8]. Group 1: Innovation Cases - The case titled "Industry Brain + Future Factory" has been awarded the "Best Innovation Case," representing a significant example of the integration of advanced manufacturing and modern services in Liangjiang New Area [3][10]. - The "Industry Brain" at the Seres Super Factory connects over 200 data points across eight categories, enhancing enterprise development and linking more than 300 partners, including over 50 core suppliers [3][10]. - The implementation of the "Industry Brain" has led to a 20% increase in productivity for supporting enterprises and a 15% reduction in order delivery cycles, establishing a solid data foundation for efficient industrial collaboration [3][10]. Group 2: Additional Recognized Cases - The "Bonded Declaration Financing Settlement Service Application Scenario Pilot Innovation" and the "Creation of AI Pre-Mediation Model and AI Complaint Mediation System" have been recognized as "Featured Innovation Case" and "Excellent Innovation Case," respectively [3][10]. - These cases focus on the deep integration of advanced manufacturing and service industries, innovations in bonded trade financial services, and intelligent mediation of consumer disputes, showcasing Liangjiang New Area's proactive exploration in technology empowerment and optimizing the business environment [6][13]. Group 3: Regional Development - Chongqing is the first national comprehensive pilot city for the expansion of the service industry in Central and Western China, achieving significant results since the pilot program began in 2021, ranking second among similar pilot provinces and cities [6][13]. - Liangjiang New Area aims to continue focusing on the tasks of expanding the service industry, striving to create more replicable and promotable institutional innovation results and practical cases to contribute to the high-quality development of the city's service industry and the construction of an open economic system [6][13].

其二，经济大省将"卯足劲"搞科技。随着中央经济工作会议将我国国际科技创 新中心布局从北京、上海、大湾区，拓围至京津冀、长三角、大湾区三大区域， 2026 年这些地区在政府工作报告中，几乎"清一色"将打造科技创新中心集群置 于全年工作的最领先位置，显示出区域协同创新已成为驱动高质量发展的核心战 略。 当然，"卯足劲"搞科技的同时，还要沉下心来"反内卷"。有趣的是，这些承担 国际科技创新中心建设任务的核心地区，在 2026 年几乎都专门部署了"反内卷" 工作，而许多其他省份则未将其列为重点。可见在创新高地，构建清朗、高效、 可持续的科研与产业生态的重要作用。 其三，地方的"促消费"虽然作为重点工作部署，但并非当务之急。尽管各地均对 国家层面提出的消费品以旧换新、清理消费领域不合理限制、丰富服务消费供给 等政策进一步落实安排，但对比 2025 年地方政府工作报告来看，今年各地对"扩 内需、促消费"相关任务的次序安排，多数保持稳定或有所后移（包括我们此前 报告《提升消费率：中国的四类画像》提到的"乐于消费型"的广东、浙江，其 2026 年工作报告均将内需的工作次序下调）。 在 2026 年开局工作中，地方政府仍将有限 ...

Core Viewpoint - Shanghai aims to achieve a GDP growth rate of around 5% for 2025, with a focus on enhancing its status as an international economic, financial, trade, shipping, and technological innovation center [3][5][12]. Group 1: Economic Goals and Projections - The main expected economic targets for Shanghai in 2025 include a GDP growth of approximately 5%, a 2% increase in local public budget revenue, and R&D expenditure reaching 4.6% of GDP [3][12]. - The "15th Five-Year Plan" outlines an average annual GDP growth target of around 5%, with potential growth levels estimated between 4.6% and 5.2% [3][12]. Group 2: Development of the "Five Centers" - The report emphasizes the continuous enhancement of the "Five Centers," which include international economic, financial, trade, shipping, and technological innovation centers [5][7]. - Specific initiatives include supporting industries such as smart connected vehicles, marine economy, low-altitude economy, aerospace, and satellite internet [5][11]. Group 3: New Quality Productivity - The focus is on integrating technological and industrial innovation to foster new quality productivity, including accelerating the application of major technological achievements and promoting intelligent, green, and integrated industrial development [9][10]. - Shanghai's R&D expenditure as a percentage of GDP reached approximately 4.5% in 2025, with significant growth in key industries like integrated circuits, biomedicine, and artificial intelligence [9][10]. Group 4: Modern Industrial System - The "2+3+6+6" modern industrial system aims to establish a world-class high-end industrial cluster, with a focus on traditional industry transformation and the development of three leading industries: integrated circuits, biomedicine, and artificial intelligence [10][13]. - By 2030, the plan targets that the total output value of strategic emerging industries will account for over 50% of the total industrial output value [12][13]. Group 5: Future Industry Layout - The report highlights the importance of forward-looking layouts in future industries, including quantum technology, brain-computer interfaces, and bio-manufacturing, to enhance Shanghai's competitive edge [14][12]. - The establishment of a reasonable investment mechanism for manufacturing and the promotion of collaboration between industry, academia, and research in emerging fields are emphasized [14][13].

Group 1 - The report emphasizes the dual-driven model of upgrading traditional industries and nurturing emerging industries, focusing on the transformation of sectors like petrochemicals and steel through digital and green technology [1][2] - Shanghai's traditional manufacturing industry has achieved an 85% coverage rate in intelligent transformation, which is expected to accelerate energy efficiency improvements and structural optimization [2] - Emerging industries such as intelligent connected new energy vehicles and low-altitude economy are prioritized, with Shanghai opening 1,200 kilometers of testing roads for autonomous vehicles, accumulating over 10 million kilometers of testing mileage [2] Group 2 - The report highlights the low-altitude economy as a new focus area, with Shanghai laying out plans in core fields like drones and eVTOL, which will enhance the collaborative effects across the industry chain [2] - The satellite internet and aerospace industries are expected to synergize with Shanghai's technological reserves in integrated circuits and artificial intelligence, creating a "space-ground integration" industrial ecosystem [2] - The ongoing industrial policy in Shanghai is projected to strengthen the foundation of the real economy, with new productive forces becoming the core driver of economic growth, benefiting the Yangtze River Delta and the national industry [2][3]

Core Insights - Shanghai aims to achieve a GDP growth rate of around 5% for the year, with a focus on enhancing its economic and social development [2] - The "15th Five-Year Plan" outlines ambitious targets for the next five years, including an average annual GDP growth rate of approximately 5% and a significant increase in R&D expenditure [2][10] Economic Goals - The main economic targets for the year include a 5% GDP growth, a 2% increase in local public budget revenue, and R&D expenditure reaching 4.6% of GDP [2] - By 2030, the plan aims for R&D expenditure to exceed 5% of GDP and for the digital economy's core industries to account for over 20% of GDP [10][11] Development Strategies - The report emphasizes the enhancement of the "Five Centers" including international economic, financial, trade, shipping, and technological innovation centers [3] - Specific industries targeted for growth include smart and connected vehicles, marine economy, low-altitude economy, aerospace, and satellite internet [3][8] Technological Innovation - The focus on technological innovation includes deepening the integration of technology and industry, promoting smart, green, and integrated development [7] - The report highlights the importance of smart shipping and the legislative framework surrounding smart vessels, predicting a market size of 736 billion yuan for smart shipping in China by 2027 [4] Industrial Development - Shanghai's industrial strategy is structured around a "2+3+6+6" framework, focusing on traditional industry transformation and the development of three leading industries: integrated circuits, biomedicine, and artificial intelligence [8][11] - The plan aims to establish a modern industrial system that supports advanced manufacturing and maintains a reasonable proportion of manufacturing investment [12] Future Outlook - The report outlines the need for strong support from new economic drivers and the release of core functions of the "Five Centers" to achieve the targeted GDP growth [10] - Emphasis is placed on leveraging major projects and platforms to drive economic growth and industrial clustering [10][12]

Core Insights - Shanghai aims to achieve a GDP growth rate of around 5% for the year, with a focus on enhancing its status as a global economic center and improving various sectors including finance, trade, and technology [2][3][10] Economic Goals - The expected GDP growth for Shanghai in 2025 is set at approximately 5%, with local public budget revenue projected to increase by 2% [2] - The "15th Five-Year Plan" outlines a target for average annual GDP growth of around 5% over the next five years, with potential growth levels estimated between 4.6% and 5.2% [2][10] Development Strategies - The report emphasizes the enhancement of the "Five Centers" including international economic, financial, trade, shipping, and technological innovation centers [3][5] - Key industries targeted for development include smart connected vehicles, marine economy, low-altitude economy, aerospace, and satellite internet [3][8] Technological Innovation - The report highlights the importance of integrating technological and industrial innovation to foster new productive forces, with a focus on accelerating the application of major scientific achievements [7][12] - Shanghai's R&D expenditure is expected to reach 4.6% of GDP, with significant growth in sectors like integrated circuits, biomedicine, and artificial intelligence [7][11] Future Industry Focus - The "2+3+6+6" modern industrial system aims to promote the digital and green transformation of traditional industries, develop three leading industries, and establish six emerging pillar industry clusters [8][12] - Future industries will include advanced manufacturing, future information, future materials, future energy, future space, and future health [12][13] Legislative and Regulatory Framework - The development of smart shipping is identified as a strategic direction, with a focus on legislative support for smart vessels to enhance China's competitive position in the international shipping system [4][10] - Recommendations include accelerating the establishment of standards in low-altitude economy sectors to improve Shanghai's regulatory influence [9][12]

上海2026年GDP增长目标定了。 报告提出，今年要建设国家服务贸易创新发展示范区，培育高端设计、研发等知识密集型服务贸易，支持跨境 电商、保税维修、再制造、二手车出口等新业态新模式发展。 深入实施"人工智能+"行动 2月3日，据上海发布，上海市第十六届人大四次会议2月3日上午在世博中心开幕。上海市市长龚正作《政府工 作报告》。龚正说，综合各方面因素，建议今年全市经济社会发展的主要预期目标是：全市生产总值增长5% 左右。 报告明确，在集成电路、生物医药、人工智能等领域加快实施一批重大产业项目，积极支持智能网联新能源汽 车、海洋经济、低空经济、航空航天、卫星互联网等产业发展，培育特色数字产业集群，大力推动服务业扩能 提质、集聚发展。 上海最新发布 今日（2月3日）上午，上海市市长龚正作《政府工作报告》。龚正说，综合各方面因素，建议今年全市经济社 会发展的主要预期目标是：全市生产总值增长5%左右，地方一般公共预算收入增长2%，全社会研发经费支出 相当于全市生产总值的比例达到4.6%左右，城镇调查失业率5%以内，居民人均可支配收入增长与经济增长保 持基本同步，居民消费价格涨幅2%左右。 报告指出，今年全年要完成重大 ...

2026.02. 03 本文字数：1990，阅读时长大约3分钟 作者 | 第一财经 金叶子 具体包括加快重大科技成果高效转化应用；推进产业智能化、绿色化、融合化发展；一体推进教育科技人才发展几个方面。 例如，深化科技成果全部赋权改革，支持概念验证平台、中试平台、高质量孵化器提升服务能级。深入实施"人工智能+"行动，加强算力设施、行业语 料、垂类模型等布局建设，推动新一代智能终端、智能体等广泛运用，加快重点产业智能化改造，新增50家以上先进智能工厂。 2025经济总量位居全球城市第五的上海，划定新一年的发展目标。 上海市第十六届人大四次会议2月3日上午开幕。上海市市长龚正作《政府工作报告》（下称"报告"）。 报告称，建议今年全市经济社会发展的主要预期目标，是全市生产总值增长5%左右，地方一般公共预算收入增长2%，全社会研发经费支出相当于全市 生产总值的比例达到4.6%左右，城镇调查失业率5%以内，居民人均可支配收入增长与经济增长保持基本同步。 关于今年科技和产业工作的重点，报告提出，在2026年主要任务"持续提升 '五个中心'能级"方面，深化国际经济中心建设。积极支持智能网联新能源汽 车、海洋经济、低空经济、航 ...

2025经济总量位居全球城市第五的上海，划定新一年的发展目标。 支持智能网联新能源汽车、海洋经济、低空经济、航空航天、卫星互联网等产业发展。 而"着力推进科技创新和产业创新深度融合，培育发展新质生产力"，也是今年的主要任务之一。 对于今年重点任务中的智能网联新能源汽车、海洋经济、低空经济、航空航天、卫星互联网等产业，上 海也陆续出台了相关文件。 具体包括加快重大科技成果高效转化应用；推进产业智能化、绿色化、融合化发展；一体推进教育科技 人才发展几个方面。 例如，深化科技成果全部赋权改革，支持概念验证平台、中试平台、高质量孵化器提升服务能级。深入 实施"人工智能+"行动，加强算力设施、行业语料、垂类模型等布局建设，推动新一代智能终端、智能 体等广泛运用，加快重点产业智能化改造，新增50家以上先进智能工厂。 刚过去的2025年，上海全社会研发经费支出相当于全市生产总值的比例达到4.5%左右。集成电路、生 物医药、人工智能三大先导产业规模突破2万亿元。新建7家高质量概念验证平台和6家高质量孵化器， 技术合同成交额达到6496.8亿元、增长24.9%，全市日均新增科技企业超过320家。 根据此前公布的 "十五五"规划 ...