◎林玉莲 记者 李少鹏 曾庆怡 永川，雄踞成渝腹地，厚植巴渝文脉，智造新潮在此激荡奔涌。 近年来，永川锚定重庆城市副中心定位加速蝶变。一座兼具产业硬核与创新潜能的现代化新城，正在成 渝地区双城经济圈强势崛起。 2月5日至6日，上市公司重庆行暨重庆市"四企"联动发展对接活动在重庆永川区举行。来自全国多地的 上市公司、优强企业、投资机构和重庆市"四企"联动协同发展联盟代表约300人参加活动，共商发展大 计，共觅合作商机。 本次活动以"相约永川·共创未来"为主题，由重庆市经济和信息化委员会、重庆市国有资产监督管理委 员会指导，重庆市永川区人民政府、重庆国际投资咨询集团有限公司联合主办，新华社重庆分社、上海 证券报社支持。 上市公司重庆行暨重庆市"四企"联动发展对接活动现场 并邀请企业家们检验永川的服务水平和服务能力。 上海证券报社党委书记、董事长叶国标在致辞时表示，重庆锚定"33618"世界级先进制造业集群建设目 标，正以开放包容的姿态汇聚全球资源。当前，从中央到地方都在加紧培育新质生产力，着力构建"资 本+科创+产业"的新生态体系和新发展逻辑，以资本力量、金融活水牵引科技创新，以科技创新引领产 业进步，从而实现经 ...

位于辉埠镇的常山县雪亮厨房用品有限公司，同样呈现出外向活力。这家企业积极开拓多元化国际市 场，将产品打入越南、沙特阿拉伯等新兴市场。"去年我们承接的海外订单金额已超70万元，从无到 有，这是一个令人鼓舞的开端。今年，公司计划进一步扩大产能，争取更大的国际市场份额。"公司负 责人汪文普说。 企业勇闯海外的信心，源于常山县构建的一套精准、务实的政策支持体系。去年，常山县对参加境内外 国际性展会的企业，分别按展位费的一定比例给予补助；出口信用保险投保费用也按照一定比例给予补 助，降低了企业拓展新市场的风险；制定了海外仓补助政策，助力企业提升跨境物流响应速度。 不止于"走出去"，常山更鼓励企业"走上去"。常山县经信局相关负责人介绍，下一步将积极引导企业加 强自主品牌建设，对开展境外产品认证、商标注册等产生的费用给予相应补助，支持企业提升产品附加 值与市场竞争力，推动外贸从规模扩张向质量效益提升转变。 （来源：衢州日报） 转自：衢州日报 本报讯 （报道组 张曌 通讯员 董萍） 2月6日，笔者从常山县经信局了解到，常山2025年新增进出口企 业18家，其中生产型与贸易型各占半数，实现出口总额同比增长14.8%。 一批本土 ...

Group 1 - The core message of the meeting is to enhance collaboration between the government and private enterprises to boost confidence and drive development in the region [1][9] - The meeting serves as a platform for entrepreneurs to voice their concerns and suggestions, emphasizing the need for a better business environment, stronger policy support, and broader market opportunities [3][4] - Immediate responses from government officials to entrepreneurs' concerns demonstrate a commitment to efficient problem-solving and support for business expansion [4][9] Group 2 - Entrepreneurs expressed optimism about the improving business environment, highlighting the government's role as a strong backing for private enterprises [7][8] - The county has implemented a series of measures to streamline administrative processes and provide tailored support for businesses, ensuring projects can commence quickly [8] - The meeting reinforced the importance of practical actions and efficiency in addressing entrepreneurs' needs, transforming their concerns into actionable government responses [9][10] Group 3 - Companies are planning to expand their operations and innovate, with specific goals such as establishing a significant automotive supply chain and enhancing their technological capabilities [10] - The dialogue at the meeting is seen as a vital step in aligning government policies with the actual needs of businesses, fostering a conducive environment for high-quality development [5][9] - The overall sentiment among entrepreneurs is one of determination to leverage the supportive policies and improve their competitive edge in the market [7][10]

Core Viewpoint - The 2026 Future Industries New Materials Expo (FINE 2026) aims to showcase innovations in new materials and technologies across various industries, including AI, aerospace, and renewable energy, while facilitating connections between projects and investors [1][12]. Event Organization - The event is organized by DT New Materials and supported by various associations and institutions, including the China Productivity Promotion Center and the Ningbo New Materials Industry Association [2]. - The project submission period is from February 1 to May 31, 2026, allowing teams to submit their results or business plans for evaluation [2]. Project Selection and Roadshow - A professional investment team will assess the submitted projects based on innovation, feasibility, and market potential, providing feedback and suggestions for improvement [3]. - The roadshow will feature 15-minute presentations for each project, including Q&A sessions and networking opportunities [7]. Targeted Project Areas - The expo seeks projects in several key areas, including intelligent components, critical materials for emerging industries, and advanced technologies such as 3D printing and precision processing [5]. Invited Investors - Notable investors and industry leaders, including Sequoia China and Hillhouse Capital, will be invited to participate, enhancing networking and investment opportunities for exhibitors [6]. Event Details - The expo will take place from June 10 to 12, 2026, at the Shanghai New International Expo Center, featuring over 50,000 square meters of exhibition space and more than 300 strategic reports [1][15]. - It is expected to attract over 100,000 professional visitors and 800+ exhibitors, including 200+ research institutions [15][42]. Thematic Focus - FINE 2026 will highlight five common demands in future industries: advanced semiconductors, advanced batteries, lightweight functional materials, low-carbon sustainability, and thermal management [14]. - The event will feature specialized exhibition areas for advanced semiconductors, AI chips, energy materials, and more, showcasing a full chain of innovations from components to cutting-edge technologies [17][21]. Forums and Knowledge Sharing - The expo will host over 30 forums with more than 300 expert speakers, focusing on trends in AI, data centers, and other emerging technologies [28][30]. - Topics will include advanced manufacturing technologies, investment strategies, and project roadshows, fostering collaboration and knowledge exchange [30][36].

Core Viewpoint - The restructuring of Shanshan Co., Ltd. is underway, with a consortium led by Anhui Wanwei Group and Ningbo Financial Asset Management Co., Ltd. selected as investors, potentially changing the company's control to Wanwei Group and the actual controller to the Anhui Provincial State-owned Assets Supervision and Administration Commission [1][2]. Group 1: Company Restructuring - Shanshan Co., Ltd. has announced that it received notification from the administrator of Shanshan Group, confirming the selection of a consortium consisting of Anhui Wanwei Group, Anhui Conch Group, and Ningbo Financial Asset Management as the restructuring investors [1]. - If the restructuring is successful, the controlling shareholder of Shanshan Co., Ltd. will change to Wanwei Group, with the actual controller being the Anhui Provincial State-owned Assets Supervision and Administration Commission [1]. - Wanwei Group plans to invest up to approximately 7.156 billion yuan, primarily funded by itself, through a combination of direct stock acquisition and stock retention [1]. Group 2: Financial Performance and Projections - Wanwei Group, a state-owned enterprise in Anhui, has total assets of 16.33 billion yuan and net assets of 8.506 billion yuan as of the end of 2024, with net profits of 1.266 billion yuan, 353 million yuan, and 398 million yuan from 2022 to 2024 [1]. - Shanshan Co., Ltd. expects to achieve a net profit attributable to shareholders of 400 million to 600 million yuan in 2025, marking a turnaround from losses, primarily driven by stable growth in its core businesses of anode materials and polarizers [2]. Group 3: Industry Implications - Wanwei High-tech is the only company in China capable of developing and producing PVA optical films, a core material for polarizers, which positions Shanshan Co., Ltd. as a leader in the global polarizer industry [2]. - Successful collaboration between Wanwei Group and Shanshan Co., Ltd. could establish a complete domestic industrial chain from "PVA resin → PVA optical film → polarizer," reducing supply chain costs and risks [2]. - The significant investment from Anhui state-owned assets into Shanshan Co., Ltd. is expected to enhance the competitiveness of Anhui Province in the display panel industry chain and strengthen the connection between Shanshan's anode materials business and the local electric vehicle industry [2].

Performance Insights - The proportion of companies with positive revenue growth on the North Exchange is high, indicating a stronger seasonal rally in spring. In 2025, 62% of companies reported positive revenue growth, while 48% reported positive net profit growth[12][14]. - The spring rally in 2025 saw a significant increase of +40.17% in the North Exchange 50 Index, supported by optimistic performance expectations[12][15]. Liquidity Factors - Improved liquidity is a key driver for the seasonal rally, with trading volumes in 2024 and 2025 starting from two consecutive days of increased trading volume. The average daily trading amount reached over 100 billion yuan in these years[16][17]. - The North Exchange's trading volume has shown significant fluctuations, but the North Exchange 50 Index's volatility has been relatively small, suggesting stable liquidity conditions[22]. Valuation Trends - Valuations have experienced a phase of correction before seasonal rallies, with the North Exchange's overall price-to-earnings ratio dropping from 55 times in September 2025 to 47 times currently, providing a foundation for potential rallies[26]. - Historical data shows that prior to the spring rallies, valuations were at relatively low levels, which attracted more investments and facilitated valuation recovery[23][26]. Market Dynamics - The spring rally is influenced by multiple factors, including concentrated policy expectations, thematic investment opportunities, and performance-driven market sentiment[5][6]. - The North Exchange has shown a decreasing "see-saw effect" with the Shanghai and Shenzhen markets, indicating a growing recognition and acceptance of the North Exchange among investors[17]. Investment Recommendations - Focus on sectors such as new energy, embodied intelligence, and emerging industries with unique business models that are scarce in the A-share market[15]. - Emphasize companies with strong financial indicators, high growth potential, and significant R&D investments to capitalize on the expected spring rally[15].

Investment Rating - The report maintains an "Overweight" rating for the technology and computer sectors [6]. Core Insights - The report emphasizes the ongoing evolution of AI models, particularly focusing on the advancements in Agent capabilities and the increasing differentiation between computing power and SaaS applications [1][2][3]. Summary by Sections AI Models - DeepSeek has launched DeepSeek-OCR 2, which enhances visual understanding capabilities and aims to improve the next generation of models [10][23]. - Kimi K2.5 introduces the Agent Swarm architecture, significantly improving efficiency in complex tasks through parallel agents [24][30]. - Tencent's CL-bench aims to quantify and improve the context learning capabilities of large models, revealing a need for better handling of new knowledge [32][39]. AI Computing - The report identifies Agent penetration as the next acceleration point for token usage, with significant advancements in long-chain task capabilities observed since late 2025 [2][49]. - Major cloud service providers (CSPs) have reported continuous growth in capital expenditures, indicating optimistic AI demand [50][51]. AI Applications - The performance of cloud service providers has accelerated, with AI application companies exceeding market expectations in Q4 2025, while SaaS market expectations remain pessimistic [3][57]. - The report anticipates a comprehensive acceleration in global AI applications in 2026, with potential for SaaS companies to realize product value and corporate re-evaluation [3][57]. AI for Science (AI4S) - The report highlights the commercialization potential of AI in biopharmaceuticals and materials science, predicting significant advancements in 2026 [4][17]. Monthly Focus - The report discusses the rapid iteration of Agentic Coding products and the potential restructuring of the software industry due to advancements in agent applications [5][28].

向"新"而行，以"质"致远。大连市委常委、副市长邱宝林表示，大连将坚持传统产业、新兴产业、未来 产业竞相发展，培育一批五千亿级、千亿级、百亿级产业集群，通过技术改造、产品创新、绿色转型， 力争绿色石化、装备制造两个产业集群突破5000亿元；发展中高端消费品等三个千亿级产业集群，发挥 新能源、新材料、生物医药等新兴产业优势，打造千亿级新能源产业集群；加快培育先进储能、生物制 造、具身智能等三个领域未来产业，抢占产业制高点、塑造竞争新优势，使大连的产业发展更具前瞻性 和想象力。 "辽北粮仓"铁岭，要当好国家粮食安全"压舱石"。铁岭市委书记李文飙表示，要在保护耕地、守住粮食 安全底线基础上向科技要效益，优化生产力配置，因地制宜发展新质生产力，为农业现代化注入新动 力。铁岭将进一步夯实农业基本盘，加强黑土地保护，推进农业减污、亩产提升及"吨粮田"建设，坚持 良种、良机、良法相结合；发展农产品精深加工，加快发展榛子、花生、梅花鹿等特色产业；加快推进 设施农业建设，"十五五"期间计划每年新增5000亩，力争总面积达到5万亩以上。 既"操其要于上"，做好战略谋划，也"分其详于下"，抓好战术执行。学员们表示，要把思想认识转化 ...

Group 1 - The core event is a special recruitment fair organized in Xiangxi North, featuring 20 quality enterprises from Shanghai, providing direct employment opportunities for job seekers in Changde [1] - The recruitment covers various industries including manufacturing, new materials, power construction, postal services, human resources, food, and domestic services [1] - Several companies are offering high-paying technical positions, with salaries ranging from 8,000 to 15,000 yuan for roles such as CNC operators and quality engineers [1] Group 2 - Notable recruitment plans include Shanghai Yihubaiying Human Resources Co., which aims to hire 500 freight drivers, and Shanghai Postal Company, which seeks 500 couriers [2] - Shanghai Jinlao Human Resources Group plans to recruit 300 workers for food processing, metal manufacturing, and traditional Chinese medicine processing [2] - Interested job seekers can contact the provided phone number to seize employment opportunities in Shanghai [2]

此外，此次活动还精心设置了主题分享、高校推介、企业展示、金融赋能等环节，系统呈现新材料领域 从技术突破到产业应用、从成果转化到金融支持的全景生态。 值得一提的是，此次前沿新材料科技创新交流合作对接会促进了创新资源的高效链接与协同合作，众多 单位在活动中找到了契合自身发展的合作方向。 其中，香港科技大学(广州)功能枢纽先进材料学域主任高平教授团队技术与保定嘉盛光电科技的具体技 术需求实现了精准匹配。清华大学深圳国际研究生院材料研究院工程师孙亭亭、广东工业大学电池研究 所所长施志聪表示下一步计划与广东腐蚀科学与技术创新研究院、南沙企业纳诺新材料、越秀产投、雷 雨资本等单位联系，共同探索在联合研发、成果转化等实质性合作。(完) 揭牌现 场。广东院士联合会 供图 中新网广州2月7日电 (记者 王坚)前沿新材料产业科技创新交流合作对接会6日在广州南沙举行，吸引了 来自高等院校、科研院所、政府部门、企业及投融资机构等单位的逾百位代表齐聚一堂，共谋前沿新材 料产业发展协同创新。 活动现场，举行了中国科学院院士张统一院士工作站挂牌仪式。该工作站落地南沙，将为南沙核心技术 研发、创新人才培养、科技成果转化提供坚实平台。 在项目 ...