大家想过没有？在股市赚钱靠什么，其实"拿住"比什么都重要。只是，大多数人最缺乏就是耐心，他们觉得赚钱就是必须天天盈利，几天不赚钱就心慌了。 说白了，绝大多数人都是普通的上班族，股市投资与上班最大的区别就是你要忍受很长时间的亏损，不赚钱的时间，也是老板与员工的区别，承受煎熬也是 一种本事…… 1、这个位置，指数的问题有限了 不要觉得会跌到3800点，4000都很难破，这个位置的指数就是反复震荡向上，今年还会创新高，只是大家的股票与指数其实关系有限。 其实，目前的A股也好，港美股也罢都没有主线了，我们必须受市场的混沌期，这个时间节点很容易亏损，特别是3~4月份最难了。 不要去追主线，科技资产在高位你不相信就去长线持有，不过短线博弈没有问题了，小凡与大家的区别就是持有市场遗忘的科技指数等到924行情了，并不 是什么我会埋伏主线。 接下来，等待主线的切换，不会简单的切换，科技资产还会拉升出货，不过在拉升之前需要砸盘出上涨空间，比如大幅回调40~50%，之后可以翻倍拉升， 白酒、新能源、半导体、医疗等上一轮主线也是如此，连银行股都中途大幅回调过。 3、这个位置，必须有自己的交易计划。 小凡，对指数很乐观，而且自己的交易 ...

Group 1 - The modernization of the industrial system is the material and technical foundation of Chinese-style modernization, emphasizing the need to strengthen the real economy [1] - The traditional and emerging industries are complementary pillars of the modern industrial system, with traditional industries providing stability and new industries driving innovation [2][3] - The relationship between traditional and emerging industries should avoid binary thinking, focusing on how new technologies can revitalize traditional sectors [3] Group 2 - The balance between safety and development is crucial, with self-sufficiency being the foundation for security and open cooperation being essential for enhancing competitiveness [4][5] - Emphasis on self-sufficiency in key areas such as high-end equipment and agricultural machinery, while also engaging in international cooperation to enhance supply chain resilience [5] Group 3 - Technological innovation is the core source of advancement in the modern industrial system, and effective transformation of research results into economic value is essential [6] - A complete innovation ecosystem should be established, integrating basic research, applied research, and industrialization to ensure a continuous cycle of innovation and application [6] Group 4 - The integrity of the modern industrial system requires overall advancement, with regional differences necessitating collaborative efforts and complementary advantages [7] - A unified national market approach should be adopted, promoting regional cooperation and resource sharing to enhance the overall effectiveness of the industrial system [7]

作为资源型城市转型的关键路径，鸡西始终把营商环境建设摆在突出位置，以改革创新破解发展堵点， 以精准服务激发市场活力。深入开展服务企业效能提升突破年行动，自主推出"刺五加产业链一件 事""工伤保险一件事"等40个"一件事"特色服务场景，形成"一件事"服务矩阵，多项创新做法入选国家 级典型示范案例。以数字政府建设为牵引，打通数据壁垒、畅通服务渠道，依托政务数据共享交换平台 汇聚海量数据，创新构建育儿补贴智能审批、"农补通"、农村集体"三资"管理、社会救助一类事一次办 等数字化应用场景，"龙政智数"平台实现高效核验，行政许可"双码通"、政务服务直播等举措让企业办 事更便捷，办事时间成本大幅降低。鸡西市将企业从创立、运营到发展涉及的综合服务平台、开办企 业、公用服务、人才服务、融资服务等12个领域1036项服务梳理整合，通过"企业开办大礼包"发放《企 业全生命周期公共服务大编目》，时间成本节省70%以上。 以信用建设为基石，鸡西持续完善社会信用体系，常态化开展信用信息归集，实现水电气等数据归 集，"信易贷"平台累计授信超230亿元，为数万家企业注入金融"活水"。创新建立企业诉求高效闭环处 办机制，12345热线"民诉 ...

为促进新能源产业发展，天津组建了"智能电网"创新联合体、高效光伏技术研发及产业化创新联合体、 先进动力电池创新联合体等新能源产业创新平台。国网天津电力持续优化电网网架结构、提升电力系统 调节能力、加强电网科学规划，服务新能源高质量发展。 "为适应新能源大规模分散接入带来的变化，我们针对性开展继电保护、安全自动控制装置升级改造， 优化安全防护策略。借助天气预警系统、数字孪生电网、虚拟电厂等手段，加强新能源发电预测和负荷 预测，优化火电机组开机方式，实现主动安全预警。"国网天津市电力公司水电及新能源处负责人黄志 刚说。 目前，天津立足超大城市受端电网定位，以高新能源渗透率、高电气化率为目标，以高弹性、高可靠性 为特征，加快构建新型电力系统。天津市工信局节能与综合利用处处长李钢表示，2026年，天津将围绕 推动新能源产业高质量发展，加快新能源产业技术迭代与模式创新，推动产业向"制造+服务"转型。 本报天津2月21日讯（记者周琳）截至2025年12月底，天津新能源发电装机容量突破1484万千瓦，占全 市发电装机总容量的44.59%，超过煤电成为第一大电源。 新能源发电量明显增加与天津持续完善相关产业体系密切相关。20 ...

二、打造绿色产业升级示范区 把握以绿色化为导向的全球产业变革新趋势，依托绿色产业合作平台协同推进传统产业绿色转型与绿色 新产业新业态培育，加快形成绿色新质生产力，形成绿色发展新引擎。一是构建跨境绿色产业协同生 态。依托绿色产业合作平台整合优势资源，在新能源汽车、循环经济、低碳农业等领域共建一批跨境绿 色产业合作示范园和特色产业基地。推动产业链上下游跨境协同，形成研发分工、产能联动、市场共享 的产业协同格局。二是打造世界级绿色产业集群。聚焦重点绿色产业方向，支持中国领军企业与上合组 织国家企业深化合作，推动新能源、新材料、资源再生利用等产业加速专业化集聚和规模化发展，培育 具有国际竞争力的产业集群。三是建立跨境绿色产业合作机制与标准体系。制定跨境绿色产业合作规则 与标准，完善绿色贸易和投资便利化机制，促进绿色商品、技术和服务的发展，降低跨境绿色产业合作 成本，提升合作效率。 三、建设绿色智慧发展先行区 以数智技术为核心驱动力，依托绿色产业合作平台整合跨境智慧资源与数据要素，构建技术赋能、设施 互联、场景示范的绿色智慧发展生态。一是推进绿色智慧基础设施互联互通。聚焦智能电网、智慧物 流、绿色智慧交通等领域，共建一 ...

Group 1 - The core point of the article is that the recent US Supreme Court ruling on the $175 billion tariff refund has significant implications for both China and the A-share market, despite the refund being an internal US matter [2][6][28] - The $175 billion in tariffs was primarily collected from imports, including a 10% tariff on Chinese goods, and is now being refunded to US importers [8][10] - The refund will indirectly benefit Chinese companies as US importers, who have been financially strained by tariffs, will use the refunded money to pay off debts to Chinese suppliers and resume orders [12][14][28] Group 2 - The immediate impact on the A-share market is expected to be positive, with a potential "opening red" for A-shares as market sentiment improves following the ruling [40][46] - The ruling is seen as a signal that the previous high tariffs on Chinese goods may not be a permanent state, which could lead to a more favorable environment for Chinese exports [20][48] - Structural opportunities in the A-share market are identified, focusing on five main lines: export-oriented sectors, domestic substitution, strategic resources, domestic consumption, and new energy [51][62][88] Group 3 - Export-oriented sectors, particularly those with high exposure to the US market, are expected to benefit directly from the tariff refunds, with companies like Midea Group and Haier expected to see improved performance [52][72][73] - Domestic substitution and self-sufficiency in sectors like semiconductors and military equipment are highlighted as long-term strategic focuses, with companies like SMIC and AVIC Shenyang Aircraft being key players [53][78][86] - Strategic resources such as rare earths and gold are also expected to see price support due to ongoing global supply chain disruptions, benefiting companies like Northern Rare Earth and Shandong Gold [56][87]

很多人以为，年过完了就是"又要上班"，其实从春节后开始，好几股趋势会集中冒头，直接关系到你的 钱、工作和家庭。 有观点预测， 如果不出意外，过完年，社会上大概率会出现4个明显变化。 不是吓唬人，而是提醒大家早做盘算。 变化一：工资涨不上去 工资涨是涨了，但感觉永远不够花。从数据上看，工资确实在涨： 2025年，全国居民人均工资性收入24555元，比上年增长5.3%；工资性收入占人均可支配收入的 56.6%，是家庭收入的"大头"。 但为什么大家还是觉得"钱不够"？ 高科技、新能源、人工智能等行业，涨幅相对高； 传统制造业、服务业，涨薪空间有限，有的甚至还在裁员、降薪。 所以，春节过后，你要接受一个现实： 原因主要有三个： 1、涨得慢 调研显示，2024年中国市场薪酬实际增长率约4.3%，预计2025年约4.4%，属于"稳中有降"。 很多企业要么普调3%–5%，要么直接冻薪，真正"大幅涨薪"的只是少数行业和岗位。 3、涨不过生活成本 房贷、车贷、孩子教育、老人医疗、日常人情往来，样样都在涨。 工资一到账，先被这些"账单"分走大半，剩下的钱当然觉得少。 3、行业分化严重 指望靠"公司普调"让生活明显改善，越来越不现 ...

Market Outlook - The A-share market is expected to experience a low-volatility trend with a long-term decline in market volatility [2] - The upward trend in the stock market is not yet over, indicating further potential for growth [2] - A-shares are anticipated to maintain a fluctuating upward trend, with the importance of fundamentals increasing after a valuation adjustment [2][3] Capital Flow - The demand for asset allocation among domestic residents has been activated by profit effects, with various medium- to long-term funds entering the market, suggesting an active capital flow in 2026 [2][3] - Incremental capital is expected to cover a broader range, driven by increasing motivation among individual investors to enter the market [3] - Public funds and insurance capital are likely to continue increasing their allocation to equity assets, reshaping global capital flow logic [4] Key Investment Sectors - Key sectors to focus on include: - Non-ferrous metals, chemicals, and new energy [2] - Technology growth, manufacturing expansion, cyclical consumption transformation, and U.S. stocks [2] - New energy, non-ferrous metals, basic chemicals, oil and petrochemicals, non-bank financials, military industry, and machinery [3] - AI, new energy, military industry, innovative pharmaceuticals, price increase chains, and overseas expansion chains [4] - Technology innovation themes and consumption sectors [4] - TMT and advanced manufacturing sectors, with potential shifts towards cyclical and financial sectors [4]

今天分享的是：中国企业评价协会：2025年中国科创企业创新力TOP500发展报告 报告共计：113页 在企业经营策略上，文档总结了两类核心路径。其一为"聚焦核心能力"，企业纷纷剥离非核心业务，将资源集中于技术研发、品牌建设 等核心板块，通过强化差异化优势构建竞争壁垒；其二为"长期主义布局"，企业更加注重可持续发展能力，在产品创新、人才培养、客 户粘性维护等方面持续投入，摒弃短期逐利思维，以稳健的经营节奏应对市场变化。 总体而言，文档认为，当前商业金融领域的发展，正处于"效率重构"与"价值回归"的关键阶段。无论是产业、市场还是企业，唯有顺应 趋势、聚焦核心、拥抱变化，才能在复杂的商业环境中实现持续发展。 文档核心内容总结 本次文档围绕当前商业与金融领域的核心发展趋势展开分析，聚焦于产业模式迭代、市场需求变迁与企业经营策略优化三大核心维度， 梳理了行业发展的内在逻辑与实践方向。 在产业模式层面，文档指出，数字化转型已从"可选动作"转变为行业标配，核心并非单纯的技术应用，而是通过数据链路打通实现全流 程效率提升。传统产业链中"生产-渠道-消费"的线性结构，正逐步向以用户需求为核心的"网状生态"演变。头部企业通过搭建 ...

Core Viewpoint - The Tarim Oilfield's Shangkuxin High-tech Industrial Development Zone is successfully operating a 1.3 million kilowatt photovoltaic project, contributing to the generation of clean energy in the region [2][3]. Group 1: Project Overview - The photovoltaic project has been operational for over a year, generating a total of 826 million kilowatt-hours of electricity [3]. - The project is the largest single photovoltaic project operated by China National Petroleum Corporation (CNPC), covering an area of 4.6 kilometers by 4.9 kilometers and consisting of 260,000 solar panels, 4,273 inverters, and 397 box transformers [7][8]. - The project includes two 220 kV booster stations and a super-large energy storage station with a capacity of 130,000 kilowatts/260,000 kilowatt-hours [7]. Group 2: Operational Management - The operation and maintenance team consists of only 22 personnel, relying on both intelligent technology and dedicated manual inspections to ensure smooth operations [7]. - Daily inspections are conducted, with engineers checking critical parameters such as voltage, power, and energy storage status [3][5]. - The use of drones equipped with thermal imaging technology enhances inspection efficiency, allowing for the identification of potential issues that are not visible to the naked eye [7]. Group 3: Workforce and Training - The project emphasizes the importance of safety, with a focus on establishing a robust safety management system [5]. - The Tarim Oilfield is committed to expanding its renewable energy footprint, with plans to continue developing new projects during the 14th Five-Year Plan period [8]. - The company is actively recruiting talent through various initiatives, including campus recruitment and skill training, to build a strong foundation for its renewable energy sector [8].