本次大会上，上海市人民政府副秘书长庄木弟，静安区委书记钟晓咏为"未来超高清技术国际创新中 心"揭牌。 在本次载体发布环节，上海市经信委副主任张宏韬、市文旅局副局长罗毅、静安区副区长胡勇共同发 布"视听静界"超高清核心载体；此举将进一步推动静安区超高清视听产业集聚区的整体产业空间布局， 加速产业发展的步伐。 据介绍，静安区作为上海超高清视听产业的核心区域，近年来在芯、屏、端、系统、内容、应用等领域 形成了较为完整的产业链。2024年12月，上海市经信委、上海市文旅局与静安区人民政府签署战略合作 协议，发布了《协同打造视听静界上海超高清视听产业集聚区行动方案(2025—2028年)》。静安区将实 施超高清视听产业四大重点工程21项主要任务，力争到"十五五"末成为具有全球影响力的超高清视听产 业集聚区。 重点项目方面，当日，静安区科经委与4k花园和域动锐翼、静安区文旅局与摩登天空和上海超高清视频 产业联盟、市北高新集团与喜马拉雅和视联网专委会、大宁集团与万生华态和世界超高清视频产业联盟 举行重点项目签约仪式。 目前，市北高新运营管理的市北高新园区正按照静安区委、区政府定位在打造高清视听产业。 5月30日，由上海市静 ...

要进一步夯实实体经济这个根基，以科技创新为引领，因地制宜发展新质生产力，提升现代化产业体系 对高质量发展的支撑能力。 ——5月20日，习近平总书记在河南考察时强调 "十五五"时期，必须把因地制宜发展新质生产力摆在更加突出的战略位置，以科技创新为引领、以实体 经济为根基，坚持全面推进传统产业转型升级、积极发展新兴产业、超前布局未来产业并举，加快建设 现代化产业体系。 ——4月30日，习近平总书记主持召开部分省区市"十五五"时期经济社会发展座谈会时强调 现代化产业体系是现代化经济体系的重要内容，也是现代化国家的物质技术基础。党的十八大以来，习 近平总书记围绕建设现代化产业体系作出一系列重要论述。近日，习近平总书记在河南考察时强调，要 进一步夯实实体经济这个根基，以科技创新为引领，因地制宜发展新质生产力，提升现代化产业体系对 高质量发展的支撑能力。 产业兴，则城市兴；产业强，则城市强。作为我国重要的中心城市、粤港澳大湾区核心引擎，广州立足 资源禀赋、产业基础、科研条件，经过深入调研、反复论证，提出加快建设"12218"现代化产业体系， 擘画了重点产业发展的新蓝图。这是广州落实党中央决策部署和省委工作要求的战略之举、 ...

新京报讯(记者周怀宗)正在召开的第二十七届中国北京国际科技产业博览会上，门头沟展区以"智绘门 头沟.新质启未来"为主题，携"人工智能、超高清数字视听、心血管创新药械"三大产业登场，展现区域 从"千年煤城"向"京西智谷"转型的科技新篇章。 门头沟区以600P国产自主可控人工智能算力集群为核心，构建算力、算法、数据、场景全要素协同生 态，打造北京市E级智能算力高地。展区内，华为计算视听创新中心与AGI联合研究中心首次公开联 动，动态呈现AI算法模型在医疗、视听等领域的深度应用。更有北京算法登记服务中心落地成果展 示，揭秘全市首个人工智能算法人才政策如何吸引700余家企业集聚，赋能"专精特新"企业突破200家 (含7家国家级"小巨人")。 作为北京市首个超高清视听(计算视听)创新应用示范区，门头沟区以"5G+8K"超高清示范园为引擎，集 中展示内容创作、技术研发与产业孵化的全链条生态。展区采用超高清像素网格与动态数据流线条，打 造视听技术"沉浸长廊"，呈现央视总台"央视界"项目合作成果。在这里，观众可体验计算视听技术如何 打破传统媒介边界，助力北京抢占数字经济发展高地。 依托阜外医院西山园区二期与"国家医学中心"建 ...

Group 1: Shanghai's Technological Transformation - The trend of "technology returning to the city" is becoming a global urban development trend, with Shanghai's central districts actively creating technology innovation clusters [1] - Shanghai aims to enhance its technological innovation capabilities and high-end industry leadership to become a globally influential technology innovation hub [1][2] Group 2: Yangpu District's Digital Economy - Yangpu District is transforming from "Industrial Yangpu" to "Digital Yangpu," with over 8,000 digital economy enterprises and online new economy revenue exceeding 300 billion yuan, accounting for about one-fifth of the city's total [2] - The district has nurtured over 1,400 high-tech enterprises and 890 innovative small and medium-sized enterprises, leading among Shanghai's central districts [2][3] Group 3: Huangpu District's Central Innovation Zone - Huangpu District is developing a "Central Innovation Zone" to leverage its financial services and innovation capital, aiming to create a globally oriented technology innovation area [4][5] - The Central Innovation Zone has attracted leading enterprises in relevant fields, enhancing the district's innovation momentum [5] Group 4: Jing'an District's Focus on Cloud and Blockchain - Jing'an District is focusing on integrated development in cloud, data, and blockchain technologies, aiming to establish a high-tech industrial cluster [6][7] - The district is developing a national blockchain application demonstration area and aims to create a high-level innovation platform [6][7] Group 5: Hongkou District's Emerging Industries - Hongkou District is strategically positioning itself in emerging industries such as integrated circuit design and biotechnology, with R&D expenditure reaching 3.34% of the district's GDP [8][9] - The district is enhancing its innovation ecosystem through the "North Bund" and "North Central Ring" initiatives [8][9] Group 6: Changning District's Silicon Alley - Changning District is focusing on integrating technology and industry innovation, with over 800 technology innovation enterprises in the "Shanghai Silicon Alley" [10][11] - The district is promoting AI applications in logistics and aims to enhance data management and security systems [10][11]

Core Insights - The "Beijing West Action Plan 2025" has been released, focusing on five key areas: "Two Parks and One River," industrial transformation, cultural and tourism integration, urban function optimization, and ecological civilization [1][2] - A total of 53 key tasks and 95 major projects have been outlined to promote the transformation and development of the Beijing West region [1] Group 1: Key Areas of Focus - The plan emphasizes high-quality urban design for "Two Parks and One River," aiming to create a vibrant waterfront [1] - It aims to enhance the cultural and tourism characteristics of the region, including the development of premium tourism routes and the construction of the Beijing West Art Center [2] - The initiative includes the construction of the "5G+8K" ultra-high-definition demonstration park to establish the "Beijing West Smart Valley" brand [2] Group 2: Major Projects and Activities - The plan includes 95 major projects, with 56 ongoing and 39 planned to commence, such as the renovation of the Shougang Park service trade fair venue [1] - The development of the Shougang International Talent Community and the Shougang Yihe cooperation project are highlighted as significant undertakings [2] - The organization of 50 major events, including the 9th International Rose Conference and the 4th Beijing West Development Forum, is intended to enhance regional vitality [1][2]

截至2025年4月20日，中泰资管风险系统对各大资本市场的系统评分情况如下： 沪深300指数的中泰资管风险系统评分为45.53，较上月47.51略有下降，市场情绪出现一定波动，整体风险 评分仍处于中等偏低风险区间。 沪深300估值较上月有所下降（本月38.93，上月45.01），显示出市场整体估值水平有所回落。从行业分布 来看，部分前期估值较高的行业如电子、计算机等，估值有所调整，而部分防御性板块或低估值板块的估 值相对稳定。 行业间估值分化有所减小。 目前，28个申万一级行业中钢铁、房地产、国防军工、计算机 的行业估值高于历史60%分位数；农林牧渔、纺织服装、公共事业、非银金融等行业的估值低于历史10% 分位数。 市场整体估值的调整，有超预期的关税冲击的影响，也反映了市场对经济复苏节奏和企业盈利 预期的重新评估。 市场预期分数较上月有所下降（本月48.00，上月56.00）。分析师认为，政策层面持续发力，财政政策和 货币政策协同配合，为经济复苏提供了有力支持。财政方面，当月地方基建支出有所改善，土地市场的恢 复虽不均衡，但政府债发行提速，继续支撑政府性基金支出。预计二季度财政仍将保持积极。但全球经济 复苏的 ...