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科创板开板六周年 新质生产力集群协同发展
Zheng Quan Shi Bao· 2025-06-12 17:51
据统计,六年来,科创板公司IPO募集资金9232亿元,再融资募集资金1831亿元,合计超万亿元,科创 板成为资本市场服务新质生产力发展的排头兵。 2019年6月13日,在第十一届陆家嘴论坛上,上海证券交易所科创板正式宣告开板。六年来,科创板以 制度创新激发市场活力,以市场活力反哺科技创新,成功探索出一条资本市场与科技产业深度融合的中 国路径。 截至2025年6月12日,科创板上市公司数量达到588家,总市值超过6.8万亿元。其中,受益于多元包容 的发行上市条件,科创板已有54家未盈利企业、8家特殊股权架构企业、7家红筹企业、20家第五套标准 上市企业,1家转板上市企业。 科创板公司均属于战略性新兴产业和高新技术产业,其中,新一代信息技术、生物医药、高端装备制造 等战略性新兴产业公司占比超八成。 具体来看,集成电路领域公司总数达119家,占A股同类上市公司的"半壁江山",涵盖上游芯片设计、 中游晶圆代工及下游封装测试,形成上下游链条完整、产业功能齐备的发展格局;生物医药领域上市公 司总数113家,重点介入癌症、乙肝、丙肝、艾滋病等治疗领域;127家高端装备制造业公司齐聚科创 板,涵盖工业母机、工业机器人、激光加 ...
两年前悄悄开始的抢人大战,浙江是怎样击败广东江苏的
Xin Lang Cai Jing· 2025-06-12 17:27
来源:奔流财经社 01. 当浙江开始抢人 就在广东老板还举着大喇叭喊"包吃、包住"时,杭州余杭的数控技工小王正刷开人才公寓的智能门锁 ——他刚搬进政府配租的loft,楼上卧室能直接看到湿地公园,楼下书房还预装了电竞网线。 这种魔幻的对比背后,是中国区域经济最激烈的"人口暗战": 2023年,浙江以日均1526人的速度狂揽55.7万移民,其中每四个新浙江人里,就有一个来自1500公里外 的贵州山区,数量甚至超过毗邻广东的广西务工大军。 为什么贵州小伙宁可穿越半个中国,也不去近在咫尺的珠三角? 三组数据暴露了真相: 1、杭州码农年薪比深圳同行高18%——毕竟阿里云工程师年终奖能拿公司股票,而深圳电子厂主管的 年终奖是两箱脐橙; 2、义乌小老板贷款审批比东莞快3.2倍——这边上午手机点完申请,中午钱已到账;而那边的银行经理 还在问"抵押房产证带没带"; 3、绍兴外来工子女入读公办校概率比佛山高47%——当广东家长为学位房掏空六个钱包,浙江老师正 给贵州转学生补发免费校服。 02. 老板批发基地 据说,在浙江街头扔块砖,砸中老板的概率比砸中路灯还高—— 这里每7.8人就有1个市场主体,日均新增企业2.4万家(广东才3 ...
2025年中国市场全景洞察报告
Sou Hu Cai Jing· 2025-06-12 16:21
Core Insights - China is transitioning from high-speed growth to high-quality development, focusing on innovation-driven growth and structural transformation in the economy [1][6] - The GDP growth for 2024 is projected at 5%, with a total GDP reaching approximately 134.91 trillion yuan (about 18.84 trillion USD) [3][6] - The service sector's contribution to GDP has increased to 56.7%, indicating a shift towards a service-oriented economy [3][4] Economic Overview - In 2024, China's GDP reached 134.91 trillion yuan (approximately 18.84 trillion USD), growing by 5% year-on-year [3] - The service sector accounted for 56.7% of GDP, up by 2.2%, while the industrial sector decreased to 33.5%, down by 1.7% [3][4] - Total goods import and export volume reached 6.9 trillion USD, marking a 5% increase [3] Consumer Behavior and Market Segmentation - The Chinese consumer market has entered a "new normal" characterized by single-digit growth, with consumers becoming more purpose-driven in their spending [8] - Consumers are increasingly focused on value and practicality, with a shift towards essential goods, health products, and experiential spending [8][11] - The Z generation shows a high impulsive buying rate of 47%, with 78% expressing confidence in future income growth [9][10] Digital Economy and Technological Innovation - By 2023, China's digital economy exceeded 53.9 trillion yuan, accounting for over 42% of GDP, and is a key driver of economic growth [13] - The core industry of artificial intelligence reached nearly 500 billion yuan, with user numbers for generative AI products at 230 million [14] - The blockchain market is projected to grow at a compound annual growth rate of 54.6%, reaching 43.1 billion USD by 2029 [14] Retail and E-commerce - The retail industry is expected to see a trend towards online-offline integration, with a shift from transactional to experiential retail [16] - The live-streaming e-commerce market reached 4.9 trillion yuan in 2024, with a growth rate of 23.7%, and is expected to surpass 6 trillion yuan in 2025 [17] - Social e-commerce is driven by KOLs and KOCs, with distinct user demographics across platforms [18] Marketing and Social Media - User engagement varies significantly across social media platforms, with Douyin achieving a DAU/MAU ratio of 76.3% [19] - KOL marketing is evolving, with a focus on cost-effectiveness and the emergence of KOCs as a new conversion battleground [21] - Marketing expenditures in China are projected to grow at the lowest rate in five years, with a focus on KOL content marketing [23] Global Insights for Chinese Enterprises - Chinese companies are developing unique business models centered on consumer focus, digitalization, and agile innovation, gaining global recognition [24] - Foreign enterprises are advised to adjust their strategies in China, emphasizing localized innovation and digital transformation [25] Conclusion and Outlook - Key trends for 2025 include a shift to "new quality productivity," a stable consumer market, and continued expansion of the digital economy [26] - Companies should focus on understanding consumer segmentation, accelerating digital transformation, and optimizing marketing investments [26]
股市特别报道·财经聚焦丨北交所将于月底开启“双指数”时代, 业内称北证市场的影响力将提升
Shen Zhen Shang Bao· 2025-06-12 13:33
北证专精特新指数拟于6月30日上线,这意味着北京证券交易所(即北交所)即将开启"双指数"时代。 北交所最新总市值已超过8000亿元,其中专精特新"小巨人"企业总市值过半。业内称北证专精特新指数 的推出有助于提升北证市场的影响力,有助于指数ETF等投资产品的开发,有助于投资者参与北证市场 的投资。 首创证券(601136)分析师邹序元指出,北证专精特新指数在样本公司的总市值、经营状况、财务状 况、流动性等方面进行了充分考量,是具有价值特征的指数。"北证专精特新指数的推出有助于提升北 证市场的影响力,有助于指数ETF等投资产品的开发,有助于投资者参与北证市场的投资。"投资主线 方面,投资者可继续重点关注稳定币、创新药BD模式、科技产业边际变化、并购重组等相关方向的投 资标的。 中泰证券分析师冯胜指出,2025年北交所的高质量发展有望取得显性成果,看好新的一年北交所的整体 表现,建议投资者关注机器人领域的滚针轴承龙头企业苏轴股份、超声波传感器"小巨人"奥迪威等,半 导体领域的半导体第三方测试领军企业华岭股份等,大消费领域的新国货丝绸第一股太湖雪、北交所宠 物食品第一股路斯股份、北交所运动营养第一股康比特等。 同花顺 ...
向海图强,再造一个“海上海南”
在海洋强国战略指引下,海南正以"向海洋要生产力"的魄力,开辟"以场带产深海智造"新赛道。依托全国唯一的国家海洋综合试验场(深海),海南瞄 准深海油气矿产、深海高端装备制造、海洋新能源等新兴产业,推动海洋经济年均增速超16%,2024年海洋生产总值占GDP比重达34.1%;2025年第一季 度,海洋经济占全省GDP比重达到41.7%。海南省委、省政府提出,通过打造"智慧海洋"深海科技创新策源地,力争用十年左右时间,再造一个"海上海 南",为海洋强国建设贡献海南方案。 自然资源禀赋 "以场带产深海智造"发展海洋产业 浩瀚而神秘的深远海是有待于人类深度开发的领域,然而,要发展深远海产业却并非易事:深海装备制造技术门槛高、产业链长,需以重大科技基础设 施为依托。当前,我国深海资源开发、海洋安全等领域仍面临"卡脖子"问题。海南作为南海资源开发前沿,肩负着服务国家深海工程的重任。 国家海洋综合试验场(深海)具有可为海洋仪器装备提供定点、长期、连续海上试验测试的独特优势,是促进海洋技术原始创新和应用(如海洋仪器设 备和装备研发)、完善海洋观测监测网技术标准体系,促进海洋高新科技成果转化和提高基于海洋生态观测监测体系的海洋综 ...
山西晋中:高校“活水”浇灌科技成果生“金”
Huan Qiu Wang Zi Xun· 2025-06-12 07:07
来源:科技日报 科技日报记者 韩荣 橘红色的炉火映照着控制屏上的数据,"1150℃恒温达标!"6月11日,在位于山西省晋中市的山西银圣 科技有限公司的氢能退火炉前,技术团队正对硅钢级氧化镁粉进行最后的质量检测。这些采用高温退火 工艺烧结的特种材料即将发往下游的变压器制造企业。 实现了"物理聚合",如何催化"化学反应"?晋中市创新提出"链式思维",引导龙头企业与高校深度合 作。在祁县,玻璃器皿产业通过与28所高校组建产学研联盟,研发出无铅水晶玻璃新材料,并推动全产 业链数字化改造。 "20年前,第一次参加广交会只有1.5个展位,如今占据主通道16个黄金展位,"该县一家企业副总经理 梁文胜感慨,"过去单打独斗,如今在政府支持下区域品牌效应提升了三成订单转化率。" 在晋中,类似案例比比皆是。晋中市教育局相关负责人介绍,晋中已建成2个省级市域产教联合体,组 建了"太谷玛钢产业学院""平遥牛肉产业学院""祁县玻璃器皿产业学院"等5家省级特色产业学院,为区 域经济注入强劲动能。 搭建成果转化"鹊桥" 作为国家级专精特新"小巨人"企业,该公司生产厂长马世红向科技日报记者介绍,近年来山西银圣科技 有限公司不断增强科研实力,与 ...
内拓外延紧盯高精尖强江宁开发区千亿集群映照新质未来
Xin Hua Ri Bao· 2025-06-11 23:51
以南京市5%的土地面积,创造出全市11%的地区生产总值、22%的工业经济、25%的实际使用外 资;1—5月,规模工业产值1447.2亿元、同比增长7.3%,工资投资123.3亿元、同比增长23.1%……即将 迎来"33岁生日"的南京江宁经济技术开发区朝气蓬勃,在高质量发展的赛道上疾驰,挑大梁的劲头十 足。 从名不见经传的县级自费开发区到跻身全国前列的头部国家级经开区,园区始终坚持招商引资、项 目建设、产业培育"三位一体",形成多个产业高原、隆起座座产业地标。江宁开发区管委会负责人说, 将紧盯在全区、全市乃至全省、全国打头阵的目标,树牢"不管东南西北风,紧抓项目不放松"理念,奋 力为经济高质量发展勇挑大梁、多作贡献。 强招商,内拓外延紧盯"高精尖强" 5月22日,法雷奥动力总成中国区总部项目签约落户江宁开发区,公司将把现有的南京基地升级为 动力总成中国区总部。这是开发区招商版图上漾开的最新涟漪,也是"内拓"的直观展现。 何谓"内拓"?江宁开发区将他们的招商思路形象地比喻为"双截棍",一截内拓,一截外延。内拓方 面,通过不断提升产业生态体系,激发存量项目释放增量;外延则是沿着产业链,往上下游不断延伸。 3月底举行 ...
举办投资合作交流会、多措并举推动项目落地……四川各地激发招商引资新活力
Group 1 - Sichuan is actively promoting investment cooperation and project implementation through various initiatives, including investment cooperation conferences and the launch of industrial investment funds [1] - Deyang held an investment cooperation conference that attracted over 50 investment institutions and announced financing needs exceeding 3 billion yuan, focusing on strategic emerging industries such as high-end equipment and biotechnology [2] - Deyang's investment needs include 600 million yuan from Bohai New Energy and over 100 million yuan from other local enterprises, highlighting the vitality of Deyang's industrial development [2] Group 2 - Guangyuan is implementing a comprehensive investment promotion strategy for the green home furnishing industry, with over 10 investment promotion activities conducted in various provinces [3] - The city has identified over 80 key enterprises for investment and is leveraging the influence of leading companies to attract upstream and downstream businesses [3] - Guangyuan aims to introduce more than 20 quality enterprises through high-standard industry conferences and professional investment agencies [4] Group 3 - Leshan has launched a 60 billion yuan industrial investment fund group, inviting global fund management companies and industry investors to collaborate [5] - The fund group consists of a 4.5 billion yuan guiding fund and additional specialized funds, covering various industrial clusters including photovoltaic and green chemicals [6] - Leshan plans to establish a collaborative funding mechanism involving local governments and social capital to enhance investment effectiveness [7]
粤企硬核科技亮相上交会
Guang Zhou Ri Bao· 2025-06-11 20:10
Group 1: Innovation Highlights - Guangdong technology enterprises showcased multiple independent innovation achievements at the 11th China (Shanghai) International Technology Import and Export Fair, covering cutting-edge fields such as artificial intelligence, new energy, high-end equipment, and aerospace technology [1] - Guangzhou Hisenmeike New Materials focused on nanocoating technology, enhancing light transmittance, anti-fouling, and weather resistance, resulting in over 5% improvement in overall power generation efficiency [2] - The self-cleaning anti-fouling coating technology developed by Hisenmeike allows for "5 years of no cleaning," with partnerships established with several major home appliance companies [2] Group 2: Advanced Energy Solutions - Guangdong Guangjing Energy Technology Co., Ltd. developed large-area perovskite solar cell modules, with a commercial component size of 1.2m x 0.6m that can continuously supply power in low-light conditions, particularly suitable for photovoltaic building integration [2] - Guangzhou Marine Engineering Equipment Co., Ltd. presented a revolutionary "no-shaft wheel edge propeller," integrating permanent magnet motors with propellers, which is one of only three manufacturers globally in the megawatt product field [3][4] - The modular design of the no-shaft wheel edge propeller improves efficiency by 30% while reducing vibration noise by 50% [4] Group 3: Smart Solutions in Food Safety - Shunde Jietong Digital Technology showcased an "end-side AI visual solution," breaking traditional technical barriers with a system that allows clients to achieve autonomous model training and iteration without needing a specialized algorithm team [5] - The company developed a compliance monitoring algorithm for fish preparation, utilizing behavior recognition technology to monitor 12 key processes in real-time, akin to having a "digital quality inspector" in the kitchen [5]
从融资平台到创新“加速器” 科创板助力“锻造”高端装备产业新格局
Core Viewpoint - The Sci-Tech Innovation Board (STAR Market) serves not only as a financing platform but also as an "accelerator" for innovation, significantly enhancing the technological autonomy and innovation capabilities of high-end equipment manufacturing companies in China [1]. Group 1: Industry Overview - The high-end equipment manufacturing industry is crucial for national strength, supporting the development of new productive forces and a modern industrial system [1]. - The STAR Market has attracted over 100 high-end equipment manufacturing enterprises, covering advanced manufacturing sectors such as industrial robots and automation control systems, and supporting key industries like rail transit and aviation [1]. - Since the release of the "Eight Measures for Deepening STAR Market Reform," there have been 20 disclosed industrial acquisitions in the high-end equipment manufacturing sector, indicating a trend towards consolidation and growth [1][6]. Group 2: Company Developments - Kede CNC has maintained growth in revenue and has successfully transitioned from single-point technological breakthroughs to a system advantage in new productive forces, with over 1,300 applications in aerospace and aviation [2]. - Zhongkong Technology has evolved from a control system company to an industrial AI platform, enhancing its core technologies and establishing a complete AI ecosystem since its listing on the STAR Market [3]. - Nanfang Technology has led innovations in smart grid equipment and has been recognized for its contributions to the energy sector, including the establishment of a national manufacturing innovation center [4]. Group 3: Strategic Initiatives - The STAR Market has enabled companies to leverage capital market tools for strategic investments and mergers, enhancing their technological capabilities and market positions [6]. - Zhongkong Technology's acquisition of Hobré International's core assets exemplifies how companies are using the STAR Market to strengthen their technology chains and enhance their competitive edge in high-end process analysis instruments [6]. - Nearly 70% of high-end equipment manufacturing companies on the STAR Market are participating in initiatives aimed at improving quality and returns, reflecting a commitment to high-quality development [7].