宝坻区京津中关村科技城局部纳入天开园范围示意图（资料图）。 本报记者 韩梅 通讯员 陈振 本次纳入天开园的宝坻京津中关村（一期）占地面积3.22平方公里：东至纵三路及开元路，西至朝霞路，南至横三路，北至京哈高速防护绿带南边界。 "未来从宝坻站坐高铁到北京城市副中心站，那就更近了，只需要18分钟。"宝坻区京津中关村科技城管委会副主任韩帅说，宝坻京津中关村（一期）纳入天 开园后，将充分发挥空间位置优势，为北京科技成果提供更好孵化服务。 纳入天开园的宝坻区京津中关村科技城（一期）生机勃发。 产业发展生机勃勃 走进宝坻京津中关村（一期），满眼的绿色扑面而来，纵横交错的绿化带和街心公园随处可见，宽阔整洁的街道和拔地而起的厂房，在绿树掩映中时隐时 现。远处建设项目现场，塔吊林立，施工正酣。协同发展中心、医疗器械园、星网智谷产业园、首信、捷通等多个产业载体鳞次栉比，产业发展生机勃勃。 作为落实京津冀协同发展战略的重要载体平台，宝坻京津中关村也是中关村发展集团股份有限公司在北京以外唯一一个重资产持有的科创园区。 宝坻京津中关村（一期）聚焦汽车零部件、新材料、高端装备制造以及现代服务业"3＋1"的产业定位，引入了包括三一重能、 ...

Core Viewpoint - The government of Shaanxi province emphasizes the importance of high-quality development, focusing on strengthening and optimizing the modern energy industry cluster to maintain its leading position in advantageous industries [1] Group 1: Industry Development - Shaanxi aims to leverage its resource endowment and industrial foundation to enhance the modern energy industry cluster [1] - The government plans to accelerate the transformation and upgrading of traditional industries while promoting the development of the modern service sector [1] - Continuous efforts will be made to achieve new results in transformation and development [1]

Core Viewpoint - The balance between investment and consumption is crucial for economic development, with both elements complementing and promoting each other in the economic cycle [1][3] Investment Growth - In the first half of the year, China's fixed asset investment (excluding rural households) reached 24.8654 trillion yuan, a year-on-year increase of 2.8%, and a real growth of 5.3% after adjusting for price factors [1] - There is a significant differentiation in investment growth: manufacturing investment and high-tech service investment grew by 7.5% and 8.6% respectively, outpacing overall investment growth by 4.7 and 5.8 percentage points [1] - Infrastructure investment increased by 4.6%, exceeding the overall investment growth rate by 1.8 percentage points, while real estate investment faced pressure, declining by 11.2% year-on-year [1] Transition to High-Quality Development - The current investment slowdown reflects a structural and quality adjustment, indicating a shift from high-speed growth to high-quality development [2] - The focus of investment is shifting from traditional sectors like real estate and infrastructure to new growth areas, with manufacturing investment now accounting for 25.2% of total investment [2] - Investment in new energy and high-tech sectors is accelerating, showing a transition of funds from inefficient to efficient areas [2] Investment Potential - Despite the slowdown, China's investment potential remains significant, supported by factors such as low per capita infrastructure capital stock compared to developed countries and ongoing urbanization of nearly 300 million rural migrants [2] - There are still many weak links in public services like education, healthcare, and environmental protection that require effective investment [2] Policy Focus - Economic policies are increasingly aimed at improving livelihoods and promoting consumption, but investment remains a key component [3] - The "Two New" policy connects supply and demand, transforming development potential into tangible growth, with significant retail growth in household appliances and automobiles observed [3] Investment Structure Optimization - To promote sustainable investment growth, it is essential to balance supply and demand, new and old sectors, and the roles of government and market [4] - Funds should be directed towards advanced manufacturing and modern service industries, enhancing both short-term demand and long-term growth potential [4] - There is a need to prevent low-level repeated construction and improve investment efficiency while fostering private investment in more sectors [4]

上半年的影响因素、消费态势在下半年将会持续。同时，消费政策还会继续加力，下半年刺激消费补贴 政策已经在陆续出台，各地将继续出台相关措施促消费。盛来运表示，消费要持续健康发展必须要提高 居民收入水平，要进一步改善消费环境。在这些方面，中央政策以及相关部门出台的措施都在继续推 进，各地还要进一步落实好中央扩内需政策要求，按照消费提升行动方案部署，进一步"稳就业、促增 收"，改善消费环境，增加优质消费供给，推动消费市场持续健康发展。 盛来运表示，从下半年情况看，尽管外部环境还有不少的不确定性，内部结构调整的压力较大，但综合 判断，下半年中国经济保持稳定增长是有支撑的。 首先，上半年经济稳中有进的发展态势和成效，为完成全年目标打下了较好基础。上半年，中国经济顶 住压力、稳定增长，保持稳中有进、稳中向好的发展态势，充分展示了中国经济的抗压能力和强大韧 性，这种发展态势会得以保持，为完成预期目标打下了扎实基础。 其次，多年来高质量发展大势和实践，凝聚了共识，积累了新动能，推进了经济再平衡，提高了经济可 持续发展能力。党的十八大以来，我国坚定不移推进经济转型和高质量发展，推动中国经济取得历史性 成就、发生历史性变革。现在， ...

转自：北京日报客户端 比赛现场，参赛团队通过路演和答辩等形式全方位展示项目优势，涌现出许多具有前瞻性的项目。参赛 项目涵盖高端制造类、科技类、文创类、第三代半导体等，既鼓励青年创客的奇思妙想，又聚焦实体企 业的技术突破与产业升级。 作为顺义区聚焦特色产业、激发创新活力的重要平台，大赛汇聚了青年创意、先进制造、现代服务三大 常规赛道及第三代半导体特色赛道的优质项目，通过路演和答辩的形式展开激烈角逐。最终，共评选出 一等奖4名、二等奖8名、三等奖12名。其中高纯自主可控石英材料"关键零部件"开拓者、新一代计算流 体力学CFD工业仿真软件DIMAXER、微源种芯、功能性纳米材料产业化等8个项目，将推选参加"创业 北京"创业创新大赛市级选拔赛。 获得本次大赛先进制造赛道一等奖的选手张妍表示，"太激动了，感谢顺义区人社局为我们搭建创新创 业平台，让更多的人认识到我们，提高了公司的影响力，同时还提供赛前、赛中创业辅导，很有收获， 也期待能参加市级比赛，得到更多专家学者的专业指导，助力我们项目更好发展。" 7月15日，第八届"创业北京"创业创新大赛暨"创耀顺义 智启新程"顺义区选拔赛在中关村（顺义）第三 代半导体产业园正式 ...

Core Insights - The economic strength of the top 100 districts in mainland China has become a focal point, with Shanghai's Pudong New Area leading the list due to its outstanding economic performance and a GDP significantly ahead of others [1][2] - All districts on the list have a GDP exceeding 160 billion RMB, highlighting their robust economic capabilities and exceptional performance [1][2] - The top districts are not only economically significant locally but also play a crucial role in the national economic landscape, showcasing unique industrial advantages in various sectors [2][3] Group 1 - Shanghai Pudong New Area is recognized as the most developed region in mainland China, excelling in finance, trade, and technology, which drives its rapid economic growth [1][2] - Pudong is home to numerous well-known domestic and international company headquarters and important financial infrastructure, such as the Shanghai Stock Exchange, solidifying its core position in the financial sector [1] - The region also stands out in technological innovation, attracting high-tech enterprises and talent, which continuously fuels its economic development [1] Group 2 - Other districts on the list, such as Shenzhen's Nanshan District, Guangzhou's Tianhe District, and Beijing's Haidian District, demonstrate strong economic capabilities in high-tech industries, modern services, and technological innovation, respectively [2] - The distribution of these top districts spans from the developed eastern coastal areas to emerging economic zones in the central and western regions, indicating a broad geographic representation [2] - The increasing number of top districts in the central and western regions, such as Chengdu's Wuhou District and Wuhan's Jianghan District, reflects a positive trend in regional economic coordination and development [2][3] Group 3 - Overall, the economic strength of the top 100 districts in mainland China is significant, showcasing not only impressive total economic output but also strong competitiveness in industrial structure optimization, technological innovation, and green development [3] - With the ongoing implementation of the national regional coordinated development strategy, these districts are expected to continue leading the way in promoting high-quality national economic growth [3] - The emergence of more regional economies will enrich the economic landscape of mainland China, laying a solid foundation for sustainable economic development [3]

Group 1: Economic Development and Growth - The "Two Zones" initiative has led to high-quality development in key parks, supporting regional economic transformation and growth [1] - Financial sector in Xicheng District has seen an average annual growth of 6.9%, projected to reach 279.7 billion yuan in 2024, accounting for 34.3% of the city's total [1] - The asset scale of financial institutions in Xicheng is expected to grow at an average annual rate of 6.0%, reaching 156.05 trillion yuan in 2024, representing 70.3% of the city's total [1] Group 2: Industry and Innovation - Lize Financial Business District has increased its number of enterprises from 572 to over 1,300, with a double-digit annual tax revenue growth [2] - Shijingshan's Shougang Park has attracted 48 foreign-funded enterprises, achieving an annual output value exceeding 73 billion yuan [2] - Fangshan District is developing a green energy industry system, focusing on new energy storage and hydrogen energy sectors [3] Group 3: Technological Advancements - Zhongguancun Yanqing Park has established itself as a hub for low-altitude technology, particularly in drone development, with over 100 leading enterprises [4] - The drone industry in the park experienced a 47.7% year-on-year growth in output value and a 50.2% increase in revenue [4]

四川省人民政府办公厅关于加快新时代技工教育高质量发展的实施意见 围绕特色产业打造重点专业 ●结合产业需求，布局建设人工智能、低空经济、绿色氢能等新质生产力和未来产业领域相关专业 ●满足社会民生所急需，开设康复保健、老年服务与管理、婴幼儿托育服务与管理、家政服务与管 理等专业 ●依据全省15条重点产业链科技创新人才需求、用工需求和就业情况，建立专业动态调整和预警机 制，到2029年打造100个支撑全省重点产业发展的高水平技工教育专业 日前，省政府办公厅印发《关于加快新时代技工教育高质量发展的实施意见》（简称《实施意 见》）。根据部署，四川将通过优化布局、推行教学改革、建立专业动态调整和预警机制等一系列措 施，加速技能人才培养模式变革，推进技工教育高质量发展。到2029年，打造100个支撑全省重点产业 发展的高水平技工教育专业，促进高质量充分就业，积极支撑建圈强链行动。 技能人才培养如何与产业需求相匹配？如何进一步增强技工教育服务能力？记者采访了省人力资源 社会保障厅相关负责人和技工院校相关负责人，探寻答案。 四川技工教育如何与产业有效接轨，从而促进高质量充分就业？ "强化专业建设是重头戏。"省人力资源社会保障厅 ...

证 券 研 究 报 告 参与升温压低折扣，行业上行推高收益 ——2025H1定增市场回顾暨2025H2展望 证券分析师：彭文玉 A0230517080001 朱敏 A0230524050004 任奕璇 A0230525050002 联系人: 朱敏 A0230524050004 2025.07.03 摘要 www.swsresearch.com 证券研究报告 2 ◼ 上市节奏稳健、投资者参与升温，折扣降至近一年低位。25H1沪深A股上市定增项目76个，同比下滑7%、 环比增长23%，受超千亿定价项目拉动，募资额达6959.19亿元，同比、环比均翻六倍以上，占股权融资比 重升至91%。其中，竞价项目上市42个，募资493.02亿元，同比下降31%、11%；单个项目平均参与家数 环比增加5家至23家，导致申报入围率降至57.99%，申报溢价率中枢上移。参与热度回升带动竞价募足率 同比回升27pct至71.43%，而基准折价率、市价折价率创近一年新低，均值分别为11.17%、11.68%。 其中，16.67%竞价项目底价定价，为24H1至今谷值；45.24%竞价项目市价折价率不足10%，环比翻倍。 ◼ 行业β及个股α ...

Core Insights - The "Two Zones" initiative in Beijing has achieved significant progress in institutional innovation, industrial development, and optimization of the business environment over the past five years, contributing to high-quality development in the capital [1][6]. Group 1: Institutional Innovation and Business Environment - Haidian District has provided valuable experiences for the national free trade zone through 98 institutional innovation cases, with 4 cases replicated nationwide and 9 cases promoted citywide, establishing a "Haidian Model" [3]. - The implementation of an "all-process online approval" model in Haidian has improved business efficiency by over 30% [3]. - Shunyi District has completed over 200 key tasks related to the "Two Zones" initiative and has formed 16 breakthrough policies and innovative models, achieving an online completion rate of over 95% for district-level approval matters [3][6]. Group 2: Industrial Development - The Yizhuang group has focused on high-end manufacturing and digital economy, achieving breakthroughs in data cross-border, biomedicine, artificial intelligence, and commercial aerospace [4]. - Changping District has developed a globally leading life science valley, with over 10 high-level research institutions and a total of 11 approved innovative drugs, contributing to a comprehensive industrial chain layout [5]. Group 3: Public Services and Talent Development - The Tianzhu Comprehensive Bonded Zone has seen a 95% year-on-year increase in the import of rare disease drugs, with an import value of 21.75 billion yuan, accounting for over 40% of the national total [6]. - Shunyi and Daxing districts are forming a synergistic development force in the biomedical field, enhancing public service systems and creating a talent innovation and entrepreneurship service system [6].