Core Insights - Huzhou has signed 106 quality projects with a total investment of 69.12 billion yuan, focusing on strategic emerging industries such as high-end equipment manufacturing, new energy materials, and digital economy [1] - The city is leveraging its geographical advantages and rich resources in the Yangtze River Delta to foster innovation and industrial transformation [1][2] - Huzhou is exploring a unique path of deep integration between traditional manufacturing and the digital economy through government, academia, and enterprise collaboration [1][6] Group 1: Investment and Economic Development - The total investment from the signed projects amounts to 69.12 billion yuan, indicating strong economic growth potential in Huzhou [1] - Huzhou's location on the "Shanghai-Hangzhou" golden axis enhances its connectivity and economic integration with major cities [1][2] - The city is developing a high-energy strategic innovation platform, the Xisai Science Valley, which covers 2,200 acres and focuses on ecological, technological, and industrial integration [7][8] Group 2: Innovation and Entrepreneurship - Huzhou is fostering a collaborative innovation and entrepreneurship service model through partnerships between local universities and government agencies [4][5] - The Huzhou Vocational and Technical College has established a startup incubator that supports 34 student-led companies and 42 entrepreneurial teams, providing various funding and training opportunities [5] - The establishment of research institutes, such as the Electronic Science and Technology University Yangtze River Delta Research Institute, is driving industrial upgrades and enhancing university-enterprise cooperation [6][8] Group 3: Challenges and Future Directions - Huzhou faces the dual challenge of attracting resources from Shanghai and Hangzhou while avoiding becoming merely a "tech island" [10] - The local government is focused on optimizing the interaction between enterprises and enhancing the internal motivation for industry-academia-research collaboration [10][11] - Suggestions for Huzhou to become a high-cost performance city for innovation include deepening regional cooperation with neighboring areas [11]

由单一"传统化工"升级为"3+2"现代主导产业体系 水往低处流，人往高处走。近日，有着"三峡门户"之称的湖北宜昌市披露的一组数据显示，截至2024年 底，该市人才总量已达到86.2万人，城区新集聚人才超8万人。 与人才数量持续增长相对应的是，2024年，宜昌经济总量首次突破6000亿元，达到6191亿元，四年连跨 两个千亿台阶，并由此成为"中部非省会第一城"。 近年来，在构建"双循环"新发展格局与长江经济带战略纵深推进的大背景下，作为长江中上游区域性中 心城市、湖北省域副中心城市的宜昌，深入实施"双碳引领、枢纽赋能、强产兴城"发展战略，加快建 设"长江大保护典范城市"，走出了一条"聚人气、强动能、提能级"的具有自身特色的高质量发展之路。 在不确定性因素增加、城市竞争日趋激烈的今天，宜昌的持续发展进位，到底是如何实现的？背后又蕴 藏着怎样的独有密码？ 产业是城市发展的基石。产业强，则城市兴。梳理宜昌近年来的发展历程，可以发现，产业动能的更新 换代和持续壮大，可谓是其成功"逆袭"最为关键的因素之一。 01 在过去很长时间里，依托长江水运交通、水资源及矿产资源优势，化工产业一直是宜昌的支柱和优势产 业，在整个工业化 ...

Core Insights - Gansu achieved a GDP of 311.87 billion yuan in Q1, with a year-on-year growth of 6.2%, indicating a positive economic trend [1] - Lanzhou New Area's GDP grew by 16.5% year-on-year, with industrial added value increasing by 61.2%, leading the province in multiple core indicators [1] - The region is focusing on a "3+2" modern industrial system, integrating new energy, new materials, and equipment manufacturing [1] Economic Development - The establishment of 183 innovation platforms, including the Hailiang New Energy Materials Research Institute, has facilitated the implementation of 533 technological achievements [2] - R&D investment intensity reached 3.75%, with the contribution rate of technological progress ranking among the top three in the province [2] - The integration of technological breakthroughs with industrial needs has made the innovation ecosystem a core engine for economic growth [2] Government Initiatives - Lanzhou New Area has optimized government services, achieving "nearby processing" for 1,742 administrative service items [2] - Industrial project planning permits are processed immediately, and 80% of enterprise benefit policies are available without application [2] - The region has reduced the burden on enterprises by 30 million yuan through shared evaluation results [2] Future Outlook - The 16.5% growth rate is attributed to systematic reforms, comprehensive upgrades, and innovation empowerment [2] - With accelerated layouts in heavy ion medical technology and hydrogen storage and transportation, Lanzhou New Area is driving high-quality development in the western region through a dual approach of "hard technology + soft environment" [2]

报告要点 [Table_Summary] 2024 年公司实现营业收入 351.96 亿元，同比-10.66%；实现归母净利 17.28 亿元，同比+7.88%； 实现扣非归母净利 15.19 亿元，同比+8.49%。2025Q1 实现营业收入 83.76 亿元，环比-5.11%； 实现归母净利 3.91 亿元，环比+20.10%；实现扣非归母净利 3.67 亿元，环比+26.24%。 丨证券研究报告丨 公司研究丨点评报告丨厦门钨业（600549.SH） [Table_Title] 稳健经营，蓄势待发 ——厦门钨业 2024&2025Q1 业绩点评 %% %% 分析师及联系人 [Table_Author] 请阅读最后评级说明和重要声明 %% %% research.95579.com 1 王鹤涛 王筱茜 许红远 肖百桓 周相君 SAC：S0490512070002 SAC：S0490519080004 SAC：S0490520080021 SAC：S0490522080001 SFC：BQT626 厦门钨业（600549.SH） cjzqdt11111 [Table_Title 稳健经营，蓄势待发 2] —— ...

现代化产业体系加速成型。高端化工扩能提级，东明中油5000吨/年乙烯基聚烯烃弹性体中试等延链强链项目建成投产，30万吨UPC科技 试验、烯烃新材科技示范和20万吨旭阳尼龙66等重点项目加快建设，1500万吨炼化一体化项目前期工作扎实推进，全年规上高端化工企 业实现营业收入1223.8亿元。生物医药强链集群，"一港四园、多点支撑"协同发展格局持续深化，现代医药港新签约项目12个，累计签 约项目58个、总投资超160亿元。实施中医药振兴"八大工程"，舜王城中药材批发市场年交易额突破百亿元，步长制药（603858）入选 2024年中国医药创新企业百强榜，全年规上生物医药企业实现营业收入842.8亿元。新兴产业蓬勃发展，磷酸铁锂正极材料等5个项目建 成投产，石墨烯快充锂离子短条板电池等16个在建项目加快推进，海辰零碳产业园等12个项目开工建设，全年规上新能源新材料企业实 现营业收入313亿元。服务业向高端延伸，新增省级高成长性规上服务业企业3家，新纳统规上服务业企业178家，现代服务业增加值增长 5.7%。 内需动能持续增强。强化项目投资支撑，确定537个省市县三级重点项目，年度投资完成率111.2%。促进消费扩容提 ...

「投资界前哨」系投资界旗下专注创投政策风向、 VC/PE 动态公众号，欢迎关注！ 根据公开信息统计：截至29日下午，本月（4月1日-4月29日）募资动态共28起。 礼来亚洲六期基金完成设立 近日，上海礼澜私募投资基金合伙企业（有限合伙）（简称"礼来亚洲六期人民币基金"或"基 金"）正式完成设立，成为近年来国内市场化募资规模最大的生物医药VC基金。国投先导母基 金作为其重要出资方，为该基金的募资设立过程提供鼎力支持。 自2008年成立以来，礼来亚洲专注投资于中国和美国的生命科学和医疗健康领域，是市场上成 立时间最长、团队规模最大、业绩最受认可的专业医疗基金管理团队之一。截至目前，已管理 了多支美元和人民币基金，合计基金认缴规模超过人民币400亿元。在过去的16年中，礼来亚 洲累计投资了约200家企业，其中约150家位于中国，超过三分之二的项目为创新药企业。 普洛斯募资，投向一个万亿赛道 投资界获悉，普洛斯最新推出的中国数据中心收益基金一期已完成募集，投资规模约26亿人民 币，投资人包括国内领先投资管理公司及知名国际机构投资人，普洛斯担任基金管理人及资产 管理人。 这是普洛斯推出的首个数据中心主题投资策略。普洛斯 ...

据了解，今年一季度，全市659个重点项目完成投资594.48亿元，占年度计划比例超过24%。其中， 2025年计划新开工项目达251个，一季度已有140个新建项目实现开工，其中计划应开工项目79个，实际 开工78个，开工率为98.73%，有62个项目提前开工。 线上，连续霸榜假期热门出行目的地；线下，消费市场热气腾腾……长沙持续释放内需潜力，激发经济 活力。 4月28日，长沙举行全市一季度重点工作讲评活动。今年一季度，长沙经济运行总体呈现"开局平 稳、质效向好、预期增强"的良好态势，基本实现"开门红""开门稳"。 项目是发展的载体，今天的项目就是明天的产出。2025年，长沙共铺排市重点建设项目659个，预估年 度投资2475亿元，项目个数、年度计划投资分别比2024年增长3.29%、4.56%。在2025年湖南省重点建 设项目名单中，长沙共计88个（子项目计106个）入列，项目个数、总投资、年度计划投资分别占全省 的30%、40%、22%，列入省十大产业和省十大基础的重大项目也最多，充分体现了省会担当。 紫金长沙新能源新材料实验基地项目完成年度投资50%，玉湖冷链（长沙）交易中心全链服务中心正式 启用，雅礼中 ...

●眉山GDP同比增速为7.6%，位居全省第一 ●德阳GDP同比增速为7.5%，排在全省第二位，对比去年一季度，排位提升5个位次，是进位第二 多的市（州） ●南充GDP同比增速为5.6%，为近五年最好成绩 关注2025一季报 经济总量 ●各市（州）经济总量排名变化不大，成都以5930.3亿元的成绩领先，绵阳一季度GDP总量首次突 破1000亿元，以1035.7亿元排在第二位 同比增速 ●成都GDP同比增速为6.0%，高出全省0.5个百分点 规上工业增加值 ●眉山全市规上工业增加值同比增长24.3%，位居全省第一，且是唯一一个增速超过20%的市 （州） ●自贡规上工业增加值同比增长18.3%，位居全省第二 ●巴中规上工业增加值跑出了18.2%的增速，位居全省第三，这一增速也助力该市一季度GDP同比 增速达到6.5%，跑进全省前十 近日，四川发布今年一季度经济数据，四川地区生产总值（GDP）为15246.92亿元，按不变价格计 算，同比增长5.5%。随后，四川21个市（州）也陆续发布一季度经济"成绩单"。全省"大盘"下，各市 （州）表现如何？ 进位突破 13个市（州）GDP同比增速跑赢全省 今年一季度，各市（州）经 ...

Core Viewpoint - The Shandong Provincial Department of Industry and Information Technology has initiated the cultivation and recognition of manufacturing innovation centers, focusing on traditional, emerging, and future industries in the province [1] Group 1: Traditional Industries - The initiative emphasizes traditional industries such as metallurgy, chemicals, light industry, building materials, textiles and apparel, and machinery [1] - The goal is to encourage leading enterprises to take the lead in creating provincial manufacturing innovation centers [1] Group 2: Advantageous Industries - Key advantageous industries targeted include high-end chemicals, automotive, smart home appliances, industrial mother machines, rail transportation, marine engineering equipment, agricultural machinery, high-end aluminum materials, and modern food [1] Group 3: Emerging Industries - The focus also extends to emerging industries such as next-generation information technology, high-end equipment, new energy materials, modern medicine, green environmental protection, new energy vehicles, low-altitude economy, safety emergency equipment, and magnetic levitation [1] Group 4: Future Industries - Future industries highlighted in the initiative include the metaverse, artificial intelligence, life sciences, future networks, quantum technology, humanoid robots, and deep-sea and aerospace technologies [1]