1月25日下午，广东省政协十三届四次会议举行了界别联组讨论会，会上，委员们围绕"强化科技创新和 产业创新深度融合，在建设富有活力和国际竞争力的一流湾区和世界级城市群上实现更大突破"这一主 题建言献策。 会后，广东省政协人口资源环境委员会副主任、中国铁建华南总部党委书记、总经理邓勇结合工作实践 和履职经历，围绕"科技创新与产业创新""大湾区基础设施"等热点话题接受了南都N视频专访。 轨道交通，要算"创新账" 南都：1月25日下午的联组会上，您作为委员之一进行了发言，重点围绕"强化科技创新和产业创新深度 融合"这一主题建言献策。能否具体分享一下，您当时在会上主要提出了哪些针对性的意见或建议？ 邓勇：我认为，轨道交通不能只算"里程账"，更要算"创新账"，因此我重点提了一些建议。 从轨道交通赋能高技术服务业角度来看，我认为首先是要转变发展理念，从侧重里程、客运量等量化指 标，转向重视科研人员跨城通勤等创新要素价值。 另外，是必须补齐软件短板，加快推进跨城数据互认、资质共享、标准协同等机制建设，破解高技术服 务业跨城运营壁垒。 对此，我也建议，广东要构建融合生态，依托轨道网络搭建跨城创新协作平台，在核心枢纽布局综合创 ...

Core Viewpoint - Jiangsu Province has introduced the "Implementation Guidelines for Intelligent Transformation and Digital Upgrade of Marine Equipment Industry," aiming to enhance smart manufacturing and digital transformation in the marine equipment sector [1] Group 1: Implementation Framework - The guidelines cover five key business areas: factory construction, research and design, production operations, production management, and operational management [1] - Marine equipment manufacturing enterprises are required to standardize manufacturing processes, products, and production data while transitioning to lean production and management models [1] Group 2: Goals and Targets - The overall transformation goal for Jiangsu's marine equipment industry is to complete diagnostic assessments by 2027 for major manufacturing enterprises, establishing a diagnostic archive database [1] - Designated enterprises will create personalized implementation plans tailored to their specific needs [1] - The initiative aims to develop two globally leading intelligent factories and cultivate 3 to 5 leading service providers in the sector [1] Group 3: Industry Collaboration - The guidelines promote the establishment of a smart manufacturing alliance within the marine equipment sector, encouraging more enterprises and supporting companies to engage in intelligent transformation and digital upgrades [1]

据介绍，首批入选案例均选自全国各地基层一线的鲜活实践，汇集了近期各地在优化规划调整及用途转 换规则、支持土地兼容复合利用、丰富土地配置方式、优化确权登记服务、强化监测评估等方面的智慧 探索与应用。覆盖战略性新兴产业、生产性服务业、文体旅融合产业、城市公共服务配套、农村一二三 产融合等多类业态。 本报讯 记者赫巍利报道 近日，自然资源部召开例行新闻发布会，发布了第一批《支持新产业新业态发 展的规划和土地政策创新案例集》，共有19个案例入选。其中，我省大连长兴岛海工装备产业集群典型 案例入选，该案例创新要素保障机制，盘活存量闲置资产，培育千亿级海工装备集群。 ...

Market Overview - The three major A-share indices collectively rose today, with the Shanghai Composite Index increasing by 0.14% to close at 4122 points, the Shenzhen Component Index rising by 0.5%, and the ChiNext Index up by 1.01% [1] - The total market turnover reached 2.72 trillion yuan, an increase of 92.8 billion yuan compared to the previous trading day, with over 3500 stocks rising [1] Sector Performance - The commercial aerospace sector surged as Elon Musk actively promoted SpaceX's IPO, leading to multiple stocks such as Aerospace Technology, Triangle Defense, and Tiantong Co. hitting the daily limit [1] - Oil and gas stocks also saw gains, with companies like Snowman Group and Victory Shares reaching their daily limit [1] - The coal sector strengthened, with Dayou Energy hitting the daily limit [1] - Other sectors with notable gains included cement and building materials, photovoltaic equipment, and marine engineering [1] - Conversely, the high-bandwidth memory sector declined, with Jingfang Technology leading the losses [1] - The semiconductor concept faced a downturn, with Jingrui Electric Materials dropping nearly 9% [1] - Sectors such as insurance, innovative pharmaceuticals, and jewelry experienced the largest declines [1] Performance Metrics - Shanghai Composite Index: 4122.58 (+0.14%) - Shenzhen Component Index: 14327.05 (+0.50%) - ChiNext Index: 3328.65 (+1.01%) - Total market turnover: 2.72 trillion yuan [1] - Notable sector gains included gas (+4.12%), oil and gas (+3.23%), and building materials [2]

1月21日上午，"'十四五'广东成就"揭阳专场新闻发布会在广州举行。会上，揭阳市委副书记、市长曲 晓杰从产业突围、城乡蝶变、古城新生、民生补短等方面介绍了揭阳过去五年的发展成就。 据介绍，"十四五"期间，揭阳全市地区生产总值超2500亿元，主要经济指标增速多年居全省前列，全市 地方一般公共预算收入2025年达130亿元，"十四五"期间年均增长12%，市县级税收收入较"十三五"末 增长84%、增速连续3年位居全省第一。 揭阳市委副书记、市长曲晓杰。通讯员供图 打造"一化一海五优特"产业集群 滩涂荒地蝶变为"石化森林" 五年来，揭阳坚持"实体经济为本、制造业当家"，累计推进工业投资项目1748个、完成投资额1597亿 元，加快打造以绿色石化、海洋经济两大新兴支柱产业为引擎，服装制鞋、五金机电、食品加工、物流 电商、大健康五大优势特色产业为支撑的"一化一海五优特"产业集群。 昔日的大南海石化工业区曾是一片滩涂荒地，如今已蝶变为塔罐林立的现代化产业基地。"十四五"期 间，揭阳锚定"全球一流绿色石化产业基地"目标，全力保障总投资超700亿元的"超级链主"中石油广东 石化项目顺利投产达产，累计实现产值超3000亿元。依托 ...

Core Viewpoint - Yantai aims to leverage its marine resources and develop a modern marine economy during the "14th Five-Year Plan" period, focusing on blue development and ecological protection [1][9]. Group 1: Bay Planning - The government report emphasizes the need for comprehensive bay planning, aiming to create beautiful bays and achieve two national-level beautiful bays by 2026 [2][3]. - Yantai's marine economy is transitioning from "point development" to "overall planning," necessitating a shift from a large marine economy city to a modern marine strong city [2][3]. - A proposal for a special leadership group to initiate a comprehensive planning and high-quality development action for Yantai's main bays has been suggested, promoting a "one bay, one policy" approach for differentiated development [3]. Group 2: Port-Industry-City Integration - The government report highlights the construction of a world-class marine port and the deepening of port-industry-city integration, targeting a cargo throughput of over 550 million tons by 2026 [5]. - The integration of port and local industries is crucial, with plans to develop regional industry clusters such as stone, new energy, and high-end chemicals to enhance port competitiveness [5][6]. - The marine equipment industry is identified as a core support for Yantai's marine economy, with initiatives to strengthen marine equipment and marine renewable energy industry chains [6][7]. Group 3: Ecological Protection - The government report calls for the establishment of a model for island protection and development, including the construction of a zero-carbon island [7][8]. - The promotion of ecological aquaculture is essential for the "blue granary" initiative, with suggestions for a multi-species ecological farming model to enhance water quality and seafood quality [8]. - Plans to build deep-sea aquaculture facilities and a resource bank for marine species are set to strengthen Yantai's "blue granary" foundation, promoting a transition to technology-driven and ecologically sustainable fishing practices [8].

Core Viewpoint - Huisheng Clean Energy has officially transitioned its Qidong base from construction to production operations, marking a significant milestone in its strategic investment layout [1] Group 1: Production and Operations - The Qidong base has commenced trial production and has achieved a cumulative total of 6 million safe working hours in its construction projects [1] - The base is designed for the construction and integration of large floating facilities and modules, covering an area of approximately 1.2 million square meters with a coastline of 1,372 meters [1] - The first batch of segmented manufacturing has started, and key production lines and processes are now in substantial operation [1] Group 2: Technological Advancements - The base aims to enhance manufacturing efficiency and management levels, focusing on intelligent and digital production lines [1] - It has established a highly efficient collaborative production management system, centered around key processes such as hull, module, pipeline, and coating [1] Group 3: Strategic Importance - The trial production launch signifies a critical step in the company's manufacturing layout, enhancing its capabilities in green, large-scale, and intelligent construction [1] - This development is expected to support the continuous expansion of the company's business [1]

Core Viewpoint - The city of Jiangmen has set an ambitious investment target of over 200 billion yuan for the year, emphasizing a strong focus on attracting high-quality projects with high technological content and market potential [1][2]. Group 1: Investment Goals and Actions - Jiangmen aims to introduce over 200 billion yuan in investments, with a call to action for all levels of government to engage in proactive investment attraction [1]. - Local leaders are actively pursuing investment opportunities, with specific commitments such as the蓬江区's goal of over 30 billion yuan in investments and the New Meeting District's intensive visits to target enterprises [2]. Group 2: Project Implementation and Speed - The city has seen a rapid acceleration in project signings, with 27 key projects in Jianghai District totaling approximately 13.8 billion yuan signed on January 15, and 15 new projects in Heshan City with a total investment of 5.12 billion yuan [3]. - The Guangdong Zhouluo Metal project in Taishan was signed and approved within one month, demonstrating a commitment to efficiency in project execution [3]. Group 3: Strategic Focus on Industry - Jiangmen is shifting towards "precision investment" by focusing on systematic research and professional services, moving away from merely competing on policies and resources [5]. - The city is targeting specific industries such as new materials, marine engineering equipment, and health food, aligning with its modern industrial cluster strategy [5]. Group 4: Service Optimization and Support - Jiangmen is prioritizing the optimization of the business environment as a key reform initiative, ensuring comprehensive support for enterprises throughout their lifecycle [7]. - Local governments are implementing cross-departmental coordination to address infrastructure and resource needs, enhancing project construction speed and business development [7]. Group 5: Consensus and Community Engagement - The investment drive is seen as a collective mobilization effort, emphasizing that every department and individual plays a role in the development process [9]. - The city is leveraging partnerships and ambassadors to attract more market resources, fostering a collaborative environment for investment [9]. Group 6: Long-term Industrial Strategy - The focus is not only on attracting large-scale projects but also on enhancing the quality of the regional industrial chain through strategic emerging industries [11]. - Recent projects aim to strengthen local capabilities in robotics and intelligent systems, contributing to a more resilient and competitive modern industrial system [11].

Core Insights - The Central Economic Work Conference emphasizes the need to strengthen overall planning of major bays to promote high-quality development of the marine economy [1][2] - The marine economy is becoming a significant force for stable economic growth and structural optimization in China, with marine production value expected to exceed 10 trillion yuan in 2024 [1][2] Group 1: Development and Economic Impact - China has over 1,800 kilometers of coastline with more than 150 bays larger than 10 square kilometers, which are crucial for economic activities and ecological value [1] - The marine economy's production value reached 7.9 trillion yuan in the first three quarters of 2025, marking a year-on-year growth of 5.6% [1] - The development of the marine economy is essential for stabilizing economic growth and optimizing economic structure [1][2] Group 2: Administrative Barriers and Challenges - Major bays often span multiple administrative regions, leading to inconsistent planning and standards, which results in issues like infrastructure redundancy and market segmentation [3] - Traditional marine industries still account for over 70% of the economy, while emerging strategic industries need to increase their share [3] - Environmental challenges are significant, with 7.9% of nearshore waters classified as poor quality, particularly in areas like Liaodong Bay and the Yangtze River estuary [3] Group 3: Strategic Recommendations - Experts suggest implementing a "one bay, one policy" approach to enhance top-level design and establish cross-departmental coordination mechanisms [4] - A unified regulatory framework is needed to avoid homogenized competition among ports and to link land-based industrial layouts with marine ecological capacity [5] - Emphasis on innovation-driven development is crucial, with plans to modernize the marine industry and focus on key technologies [6][7] Group 4: Technology and Sustainability - The marine sector should avoid "over-research and under-application" of technology, ensuring effective channels for technology transfer from labs to markets [7] - Balancing development and protection is vital, with strict controls on new reclamation projects and promotion of eco-friendly development models [7]

Core Insights - Hainan's marine economy is expected to continue its strong growth, with a projected marine GDP increase of 7.9% by 2025, serving as a key driver for the province's overall economic growth [1] - The strategic emerging industries in Hainan's marine sector have experienced explosive growth, particularly in deep-sea oil and gas, which is anticipated to see significant production increases [1] - The province is focusing on building a modern marine industry cluster and enhancing international cooperation in marine science and technology [4] Marine Economy Growth - Hainan's marine oil production is projected to reach approximately 611,100 tons by 2025, representing a 125% year-on-year increase [1] - Marine natural gas production is expected to be around 5.605 billion cubic meters, with a year-on-year growth of about 62% [1] - The marine oil and gas sector's added value is forecasted to reach 11.6 billion yuan, reflecting a 48.1% increase [1] Deep-Sea Oil and Gas Development - Significant achievements in deep-sea oil and gas exploration include the stable production of the "Deep Sea No. 1" gas field and the successful launch of new projects such as Dongfang 29-1 and Wenchang 16-2 [1] - The successful auction of oil and gas exploration blocks, particularly the Lihai 24 block with a 99.37% premium, marks a breakthrough for state-owned enterprises in Hainan [1] Marine Renewable Energy - The construction of offshore wind power projects has accelerated, with projects like Lingao Huaneng CZ1 and Danzhou Sheneng CZ2 contributing to a marine electricity sector value increase of 306% to 1.3 billion yuan [2] Traditional Marine Industry Transformation - The marine fisheries sector is undergoing a transformation towards more intensive and intelligent farming practices, supported by modern aquaculture projects [3] - The integration of marine chemical industries with oil and gas and marine engineering equipment is creating significant cluster development advantages [3] Future Development Plans - Hainan aims to establish a marine development system supported by deep-sea technology, modern marine industries, and international cooperation [3] - The province plans to enhance marine ecological restoration and develop a tropical marine national park [3] - A focus on building a modern marine industry cluster will include sectors such as marine oil and gas, marine renewable energy, and marine tourism [4] International Cooperation - Hainan is working to create a platform for international cooperation in marine science, disaster prevention, and ecological protection, particularly with countries involved in the Belt and Road Initiative [4] - The province aims to establish an open marine economy system that aligns with international trade rules, enhancing its attractiveness to foreign investment [4]