Core Insights - The Shenzhen Global Investment Conference has attracted global capital attention, showcasing Shenzhen's strong appeal and development vitality as a core engine of the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 1: Investment Strategies by Districts - Each district in Shenzhen has tailored its investment strategies based on its resource endowments and industrial advantages, focusing on differentiated development to seize industrial opportunities [2] - Futian District is concentrating on high-end service industries, attracting key projects in finance and circular economy, including the Santander Bank Shenzhen branch and China FAW R&D Institute [2] - Luohu District has launched the "War New Leap" plan, targeting new enterprises in AI, life health, and digital creativity, providing precise support for interested companies [2] - Nanshan District is leading in technological innovation, focusing on core technology and high-end services, with projects like the China Electronics Spring Research Institute enhancing its position in integrated circuits and advanced computing [2][4] - Longgang District is advancing an "All in AI" strategy, signing major projects in AI and biomedicine, contributing to the development of an AI CITY [4] - Yantian District is leveraging its maritime economy, focusing on port shipping and marine tourism, with a projected marine production value contributing 33.3% to its GDP in 2024 [4] - Other districts like Baoan, Longhua, and Pingshan are also focusing on high-end equipment and new energy vehicles, creating a comprehensive investment landscape [4] Group 2: Supportive Measures for Investment - Shenzhen districts are implementing substantial financial support measures, including the establishment of a 7 billion yuan AIC industry fund in Futian and various financing systems to support enterprises throughout their lifecycle [5] - Luohu District has introduced a "six resource packages" offering financial support ranging from 2 million to 50 million yuan, with capital support accounting for 60% [5] - To facilitate project implementation, Futian has released 234 hectares of contiguous development land and over 2 million square meters of specialized building space [5] - Various districts are optimizing the business environment, with Baoan creating a comprehensive service system and Longgang developing a multi-faceted operational framework to ease enterprise development [7] Group 3: Investment Outcomes - The investment outcomes from the conference have been significant, with districts achieving record-high investment scales, including Futian's 28 signed projects with an intended investment of 95.8 billion yuan [8] - Nanshan secured 34 quality projects with an investment exceeding 100 billion yuan, while Longgang signed 30 key projects with a total intended investment of 75.4 billion yuan [8] - The influx of high-quality enterprises, including 17 Fortune 500 projects in Futian, reflects the strong attraction of Shenzhen's industrial landscape and business environment [10] - Strategic emerging industries now represent a significant portion of the projects attracted, with over 60% in districts like Luohu and Guangming [10]

12月16日，广东省人民政府新闻办召开第七场"'十四五'广东成就"系列主题新闻发布会，主题为城乡区 域协调发展，邀请相关部门负责人介绍"十四五"时期，特别是"百县千镇万村高质量发展工程"（以下简 称"百千万工程"）实施以来，广东推进乡村全面振兴、促进城乡区域协调发展等情况。 这三年来，广东以头号力度深入实施"百千万工程"，构建指挥、工作、目标、政策、评价"五大体系"， 坚持以县域为切入点，因地制宜、一县一策，"五级书记"一起抓，县镇村一体推进，推动"百千万工 程"三年初见成效。57个县（市）GDP增速连续两年快于全省平均水平，县城人口实现整体净流入，县 域常住人口城镇化率由44.72%提升至46.48%，全省城乡居民收入比从2.41∶1缩小至2.31∶1。 县域经济迸发新活力▷▷ 15个主平台规上工业总产值突破1.2万亿元 广东实现高质量发展，最突出的短板在县。 "我们统筹推进强县产业与富民产业、传统产业与新兴产业，推动县域产业特色化、规模化、集聚化发 展。"会上，省委常务副秘书长，省委改革办、省"百千万工程"指挥办常务副主任许志晖做主发布。据 他介绍，区域产业协作和转移成效明显。广东在57个县（市）布局64 ...

Core Insights - The recent Central Economic Work Conference emphasized the support for major economic provinces to take the lead in economic development [1] - Jiangsu and Shandong have announced significant economic growth data, with Jiangsu's GDP projected to exceed 14 trillion yuan and Shandong's GDP expected to surpass 10 trillion yuan [1][9] Summary by Sections Jiangsu's Economic Growth - Jiangsu's GDP has increased from 10.5 trillion yuan in 2020 to 13.7 trillion yuan in 2024, marking a significant milestone as it approaches the 14 trillion yuan mark [1] - This positions Jiangsu as the second province in China to cross the 14 trillion yuan GDP threshold after Guangdong [1] Shandong's Economic Development - Shandong's GDP is projected to grow from 7.44 trillion yuan in 2020 to 9.86 trillion yuan in 2024, achieving a significant milestone as it becomes the third province in China to exceed 10 trillion yuan [3][9] - The province's contribution to the national economy has increased from 7.19% to 7.31% during this period [3] Industrial Transformation in Shandong - Shandong has successfully transitioned its industrial structure, with high-tech industries' output rising from 45.1% in 2020 to 55.2% in the first half of 2024 [3] - The province has built 26.6 million 5G base stations, ranking second in the country for the number of gigabit cities [3] New Economic Zones and Urban Development - Shandong announced a plan to expand its "trillion-yuan city" initiative, aiming to elevate Weifang, Linyi, and Jining to trillion-yuan cities, which would increase its total to six [6] - The province's economic landscape is characterized by its dual-core cities, Qingdao and Jinan, each with distinct strategic roles [6] Qingdao's Economic Aspirations - Qingdao aims to accelerate its GDP growth to reach the 2 trillion yuan mark, with its GDP ranking 13th nationally and closing the gap with Tianjin [7] - The city is positioned to potentially become the "second city in the north," enhancing Shandong's competitive edge among major cities [7] National Economic Landscape - Guangdong remains the top province with a GDP exceeding 14 trillion yuan, while Zhejiang is projected to join the trillion-yuan club by 2026 [9] - The combined GDP of the top four provinces could place them among the top 20 economies globally, highlighting their significant role in China's economic framework [9]

来源：@华夏时报微博 华夏时报记者 张智 北京报道 2025年，在复杂的国际形势下，中国经济顶压前行、向新向优发展，以良好的成绩为"十四五"收官画下圆满句 点。作为"十五五"的起始点，2026年中国经济怎样布局，不仅关系着全年的经济脉络，更锚定了未来五年的发展 方向。 12月10日至11日中央经济工作会议召开，会议指出，"要坚持稳中求进、提质增效，发挥存量政策和增量政策集成 效应，加大逆周期和跨周期调节力度，提升宏观经济治理效能"。 和去年相比，锚定高质量发展核心方向不变，坚持稳中求进工作总基调也没有发生变化。 远东资信研究院副院长张林对《华夏时报》记者表示，除"稳中求进"能够透露出"数量型"目标的要求之外，其他 的表述都是关于政策的效率和效果。特别是重提"跨周期"的表述，或表明宏观经济政策仍要预留政策空间，不会 走在市场曲线之前盲目采取刺激性政策。 "我们的刺激政策，重点是要用于解决拳头性的问题，好钢用在刀刃上，这样才能事半功倍。"国务院发展研究中 心原副主任刘世锦表示。 按照会议要求，明年要统筹发展和安全，注重政策的协同性、前瞻性，稳住经济大盘，为"十五五"良好开局奠定 基础。 增强政策前瞻性 过去5年， ...

本报（chinatimes.net.cn）记者张智 北京报道 2025年，在复杂的国际形势下，中国经济顶压前行、向新向优发展，以良好的成绩为"十四五"收官画下 圆满句点。作为"十五五"的起始点，2026年中国经济怎样布局，不仅关系着全年的经济脉络，更锚定了 未来五年的发展方向。 12月10日至11日中央经济工作会议召开，会议指出，"要坚持稳中求进、提质增效，发挥存量政策和增 量政策集成效应，加大逆周期和跨周期调节力度，提升宏观经济治理效能"。 和去年相比，锚定高质量发展核心方向不变，坚持稳中求进工作总基调也没有发生变化。 远东资信研究院副院长张林对《华夏时报》记者表示，除"稳中求进"能够透露出"数量型"目标的要求之 外，其他的表述都是关于政策的效率和效果。特别是重提"跨周期"的表述，或表明宏观经济政策仍要预 留政策空间，不会走在市场曲线之前盲目采取刺激性政策。 "我们的刺激政策，重点是要用于解决拳头性的问题，好钢用在刀刃上，这样才能事半功倍。"国务院发 展研究中心原副主任刘世锦表示。 按照会议要求，明年要统筹发展和安全，注重政策的协同性、前瞻性，稳住经济大盘，为"十五五"良好 开局奠定基础。 增强政策前瞻性 ...

Market Overview - The overall market sentiment is cautiously optimistic, with a focus on the financial sector showing signs of recovery, particularly with major indices rebounding above key levels [1][39] - The current price-to-earnings (PE) ratio for the market is 22.92 times, with a significant stock-bond yield spread of 2.52%, indicating favorable conditions for equity investments [4][42] Sector Performance - The top-performing sectors last week included non-ferrous metals, oil and petrochemicals, and national defense and military industry, while media entertainment, household goods, and real estate saw declines [14][52] - The aerospace and Fujian sectors demonstrated sustained performance, while other sectors experienced rotation, indicating increased operational difficulty in the short term [2][40] Investment Strategies - Short-term strategies should focus on sectors highlighted in the 14th Five-Year Plan, such as controllable nuclear fusion, quantum technology, and commercial aerospace, with a recommendation to maintain trading discipline [2][40] - The long-term outlook remains bullish, with the expectation of a gradual recovery in the market, particularly in sectors with structural opportunities like consumer electronics and AI [9][47] Bond Market Insights - The bond market is currently experiencing low volatility, with the 10-year government bond yield at 1.85%, indicating a stable interest rate environment [11][49] - The yield curve is expected to remain stable unless influenced by significant policy changes or international events [11][49] Emerging Industry Opportunities - The marine economy is gaining attention, with government reports emphasizing the development of deep-sea technology, which is expected to drive growth in related sectors [16][19] - Solid-state batteries are projected to see significant advancements, with energy density potentially exceeding 500Wh/kg, positioning them as a key technology in the future of energy storage [23][28] - The humanoid robotics sector is poised for growth, with increasing demand expected to exceed 100 million units domestically, creating substantial market opportunities for related components [32][35]

中共广东省委关于制定广东省国民经济和 社会发展第十五个五年规划的建议 （2025年11月27日中国共产党广东省 第十三届委员会第七次全体会议通过） 中国共产党广东省第十三届委员会第七次全体会议，全面贯彻党的二十届四中全会精神，深入 贯彻习近平总书记对广东系列重要讲话和重要指示精神，就制定广东省国民经济和社会发 展"十五五"规划提出以下建议。 一、牢记习近平总书记厚望重托，奋力在推进中国式现代化建设中走在前列 （1）"十四五"时期广东取得的发展成就。 "十四五"时期广东发展历程极不寻常、极不平凡。 在以习近平同志为核心的党中央坚强领导下，广东省委团结带领全省广大干部群众，锚定"走 在前列"的总目标，激活改革、开放、创新三大动力，扎实推进"1310"具体部署，迎难而上、 砥砺前行，有力应对百年变局和世纪疫情，坚定扛起经济大省挑大梁的责任，推动经济社会发 展取得新成就，续写了经济快速发展和社会长期稳定两大奇迹的广东新篇章。高质量发展主旋 律鲜明唱响，产业科技互促双强深入推进，关键核心技术多点突破，制造业家底更加厚实，新 质生产力加快壮大，经济总量迈上14万亿元大台阶。改革开放活力动力有效释放，粤港澳大湾 区牵引作用 ...

垦地共融：创新机制拓宽发展空间 峰会聚焦海南自贸港旅游业、现代服务业、高新技术产业和热带特色高效农业四大支柱产业，搭建起省内外产业链协同对接平台。作为省属国企和农业"链 主"企业，海南省农垦投资控股集团携手海口、三亚、儋州等六大市县启动"开垦未来 联动招商"行动，创新垦地融合招商模式，通过资源整合、政策协同实 现"1+1>2"的聚合效应，为自贸港建设注入新动能。 12月5日，以"建设之姿 谋开放未来"为主题的开垦未来・2025年企业家自贸港峰会在海南海口举行。本次峰会由海南省农垦投资控股集团有限公司主办，海 南省企业联合会、海南省企业家协会联合主办，五大金融机构提供支持，现场集中签约26个重点项目，涵盖现代农业、海洋经济、种业创新等多个领域，一 批行业领先企业抢抓海南自贸港封关运作机遇，与海南奏响产业合作"双向奔赴"的新篇章。 产业共建：双向奔赴壮大合作朋友圈 峰会现场，海垦集团与深圳农业与食品投资控股集团有限公司达成农业全产业链合作，与中国南海研究院深化海洋经济协同，海南南繁种业集团有限公司携 手广东省农科院果树研究所推进种业创新……26个签约项目成为自贸港开放合作的生动注脚。 "'零关税''低税率'等政策 ...

（原标题：前海1700亿"招商优胜"背后，重大项目何以纷至沓来？） 21世纪经济报道记者 陈思琦 深圳报道 40个签约项目、总投资额超1700亿元，在12月5日举行的2025深圳全球招商大会上，前海荣获年度"招商优胜区"，投资额较去年增加近700亿元。 大会现场，前海集中展示了6个标志性落户项目，包括蚂蚁集团大湾区研发总部、芬兰通力电梯南方总部、香港中电控股内地总部、滴滴出行大湾 区总部、谷歌跨境电商加速中心、山东魏桥新能源船舶采购及换电运营中心等，均为行业巨头的重点业务项目。 在全球经济充满不确定性的背景下，前海因何成为大项目争相落户的热土？ 2024年，中国海洋生产总值首次突破10万亿元，成为经济增长又一强力引擎。而前海坐拥68公里活力海岸带，规划布局了蛇口国际海洋城、大铲 湾、海洋新城等海洋经济核心片区，今年以来项目落地频频。 例如山东魏桥新能源船舶采购及换电运营中心项目，将服务水路货物运输业务，打造船舶电动化、智能化技术创新应用标杆；中建投融资租赁公 司7月在前海新设2个船舶融资租赁SPV（特殊目的公司），中信金融租赁有限公司8月亦新设4个船舶融资租赁SPV，前海船舶租赁资产价值跃居 全国第三。 分析 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 1、A股摩尔线程上市首日开涨468％ 中一签盈利近27万元 A股摩尔线程上市首日开涨468％，中一签盈利近27万元。公司主要从事GPU及相关产品的研发、 设计和销售，本次募集资金总额近80亿元，主要投向新一代自主可控AI训推一体芯片研发项目、新一 代自主可控图形芯片研发项目、新一代自主可控AISoC芯片研发项目以及补充流动资金。 2、金融监管总局调整保险公司相关业务风险因子 国家金融监督管理总局发布关于调整保险公司相关业务风险因子的通知，经研究，现就保险公司相 关业务风险因子事项通知如下：一、保险公司持仓时间超过三年的沪深300指数成分股、中证红利低波 动100指数成分股的风险因子从0.3下调至0.27。该持仓时间根据过去六年加权平均持仓时间确定。二、 保险公司持仓时间超过两年的科创板上市普通股的风险因子从0.4下调至0.36。该持仓时间根据过去四年 加权平均持仓时间确定。三、保险公司出口信用保险业务和中国出口信用保险公司海外投资保险业务的 保费风险因子从0.467下调至0.42，准备金风险因子从0.605下调至0.545。四、保险公司应完善内部控 制，准确计 ...