6月6日晚间，北京证券交易所（以下简称"北交所"）发布北证专精特新指数（以下简称"北证专精特 新"，指数代码为899601）编制方案与样本股名单，拟于6月30日正式发布实时行情，以反映北交所专精 特新企业整体表现，为市场提供多维度投资标的和业绩基准。 此次公布的北证专精特新指数与北证50指数有27家公司重叠，此外，专精特新指数排除了北证50指数里 面的部分传统企业，更符合北交所专精特新的定位。 北证专精特新指数是继北证50指数之后，又一个表征北交所市场的重要指数，进一步丰富了投资者观测 维度。未来，北交所将持续完善指数体系，推出更多特色指数，服务多元化投资需求。 指数选取市值规模和流动性排名靠前的证券为样本 根据指数编制方案，北证专精特新在流动性筛选后，选取50只市值较大的专精特新"小巨人"上市公司证 券作为指数样本，以反映北交所上市专精特新企业整体运行情况，为市场提供投资标的和业绩比较基 准。 北交所作为服务创新型中小企业的主阵地，截至5月30日，聚集了138家专精特新"小巨人"企业，市值合 计4236.93亿元，占北交所总市值的53.25%，涵盖生物医药、高端装备制造、新材料、新一代信息技术 等重点领域， ...

Core Insights - The article highlights the economic vitality and industrial strengths of ten non-provincial cities in China, showcasing their unique contributions to regional economic development [1][2][3] Group 1: Economic Performance - Suzhou, with a GDP of 2.67 trillion yuan, has a significant industrial output of 4.7 trillion yuan and foreign trade volume of 2.62 trillion yuan, establishing itself as a leading industrial city [1] - Wuxi's economy, valued at 1.62 trillion yuan, is driven by a high-end equipment manufacturing sector contributing 66.3% to its industrial output, reflecting its high-quality development [1] - Foshan, known as the "Home Appliance Capital of China," has a GDP of 1.33 trillion yuan, with a strong private economy despite a slowdown in growth to 0.65% in 2024 [1][2] Group 2: Industrial Strengths - Quanzhou's economy, with a GDP of 1.31 trillion yuan, is characterized by a robust private sector, although it faces challenges due to limited financial deposits [2] - Nantong, with a GDP of 1.25 trillion yuan, showcases its strengths in construction and shipbuilding, benefiting from the Shanghai economic influence [2] - Dongguan's transformation from a "World Factory" to a "Smart Manufacturing City" is evident with a GDP of 1.22 trillion yuan and significant contributions from tech giants like Huawei and OPPO [2] Group 3: Regional Highlights - Yantai, with a GDP of 1.07 trillion yuan, emphasizes its marine economy, contributing one-third to its industrial output [2] - Changzhou, recognized as the "Capital of New Energy," has a GDP of 1.09 trillion yuan, with battery production accounting for 30% of the national capacity [2] - Tangshan, rebounding with a GDP of 1.0003 trillion yuan, shows an 8.3% growth in industrial added value, indicating a revival in northern industrial cities [2] Group 4: Overall Trends - The article notes that Jiangsu province leads with five cities, while Guangdong has two, highlighting the significant clustering effect in the eastern coastal regions [3] - The continuous efforts in industrial transformation and technological innovation are pivotal for these cities, contributing to the overall economic narrative of China's local economies [3]

朝希一直秉承以资产定规模的原则，目前一期主基金已完成全部投出；二期主基金已储备数十个项 目，并将在近期完成多笔出手。 自2015年成立以来，朝希始终坚持"以产业为本"的理念，长期专注于全球能源与科技领域的产业 投资，是业内为数不多的拥有产业并购和少数股权投资丰富经验的机构之一。朝希累计资产管理规 模达70亿元，已在材料、设备、电力电子、创新产品与服务等产业链环节布局超40家企业，培育 出5家独角兽企业，12家准独角兽企业，并有27家企业获"专精特新"、国家高新技术企业称号。在 朝希生态企业中，多家为细分赛道龙头企业，包括全球储能黑马企业海辰储能，领先光伏制造企业 正 泰 新 能 ， 海 外 户 用 储 能 龙 头 企 业 麦 田 能 源 ， 泛 半 导 体 高 端 制 造 装 备 头 部 企 业 拉 普 拉 斯 （688726.SH），泛半导体国产真空干泵企业通嘉宏瑞，泛半导体高端装备平台型企业合肥欣奕 华，生产过程质量检测高端装备企业双元科技（688623.SH），新型电力系统解决方案服务商电管 家等。 朝希资本近日完成二期人民币主基金的首关签约，规模为7亿元。这是继一期人民币主基金的超9 亿元募集后，朝希 ...

Group 1 - The core viewpoint of the news highlights the performance and potential of the high-end equipment ETF, indicating a stable liquidity and significant market interest in the defense sector [2] - As of June 5, the high-end equipment ETF has a recent average daily trading volume of 62.60 million yuan, with a total trading volume of 24.83 million yuan on a specific day [2] - The latest scale of the high-end equipment ETF reached 1.25 billion yuan, with a balanced inflow and outflow of funds recently [2] - The top ten weighted stocks in the CSI High-end Equipment Sub-index account for 45.86% of the index, with key players including AVIC Shenyang Aircraft, AVIC Optical, and Aero Engine Corporation of China [2] - The release of the "Important Military Facility Protection Regulations" on May 26 emphasizes the protection of enterprises involved in national defense research and production, enhancing the institutional support for national defense modernization [2] Group 2 - The military industry sector is experiencing a re-evaluation of military trade logic due to regional conflicts, which is expected to break through domestic military product pricing bottlenecks and achieve sustainable long-term returns [2] - The defense and military industry sector is characterized by long-term growth certainty, with the current "14th Five-Year Plan" entering its final year and industry disturbances largely eliminated [2] - The recovery of downstream demand and optimization of production capacity structure contribute to a high safety margin for the sector [2] - Investors can consider the CSI High-end Equipment Sub-index 50 ETF linked fund (018028) to capitalize on industry rotation opportunities [3]

Core Viewpoint - The 2025 Shanghai International Carbon Neutral Technology, Products and Achievements Expo opened with the theme "Towards Carbon Neutrality," showcasing advancements in green low-carbon technologies and promoting a comprehensive green transformation of economic and social development [1] Group 1: Event Overview - The expo attracted over 300 renowned enterprises from 15 countries and regions, highlighting the latest progress and future directions in the green low-carbon sector [1] - The Shanghai government issued the "Shanghai Action Plan for Accelerating Green and Low-Carbon Transformation (2024-2027)" in August 2024, focusing on 15 key application scenarios to drive breakthroughs in green low-carbon technologies and emerging industries [1] Group 2: Regional Development - Hongkou District has focused on "industrial green low-carbonization" and "green low-carbon industrialization," gathering nearly 800 green low-carbon enterprises, with the industry scale exceeding 70 billion RMB in 2024 [1] - The Shanghai Environment and Energy Exchange, launched in 2021, is the largest carbon trading platform in China, while the Green Technology Bank aims to promote green technology innovation and application through a "technology + finance" model, currently holding over 9,000 green technologies and 2,000 experts [1] Group 3: Strategic Collaborations - A strategic cooperation agreement was signed between Hongkou North Bund and Lenovo Group to advance digitalization and smart city initiatives, integrating green concepts into urban management scenarios [2] - Shanghai Electric showcased various cutting-edge technologies at the expo, including "Zero Carbon HUB" and deep-sea wind power, emphasizing their commitment to energy transition and industrial revolution [2] Group 4: Corporate Initiatives - Shanghai Electric has embedded ESG practices into its development strategy, launching the "Shanghai Electric Dual Carbon Action Plan" and highlighting successful projects such as the first integrated green methanol supplier in China and a digital substation project in Uzbekistan [3] - The "green going out" initiative is seen as a significant opportunity for industrial upgrading, with Shanghai's emerging industries like new energy and environmental protection expanding into international markets [3] Group 5: Professional Services - Ernst & Young (EY) introduced AI-driven products and services at the expo to support enterprises in their green transition and compliance with ESG standards [4] - EY emphasized the importance of "green leading competitiveness" for Chinese enterprises going global, advocating for technological leadership and adherence to international standards [5]

大盾构机"厦金号"在南通下线 南通造大国重器"新海鲟"号 南黄海畔崛起千亿级中天绿色精品钢生产基地 沪通合作共建上海市北(南通)科技城 崇启公铁长江大桥4号主塔上横梁首层浇筑完成 争做长三角一体化高质量发展"优等生"，南通干字当头，干出精彩开局：1—4月，全市规模以上工业增 加值同比增长8.5%，规模以上高技术制造业产值增长11.9%；第二产业投资同比增长3.8%，高技术产业 投资增长15.8%；进出口总额1305.7亿元，同比增长14.4%，其中出口额864.3亿元，增长20.5%。 "从南通'好通'到'左右逢源'，我们要用好长三角一体化发展等国家战略。"南通市委书记吴新明说，在 落实国家重大发展战略上走在前，南通将牢牢把握长三角一体化高质量发展这个最大机遇，更深层次推 动跨江融合，联动落实长三角一体化发展、长江经济带发展等国家战略，积极共建长江口产业创新绿色 发展协同区。在"一盘棋"中充分发挥"重要支点"作用，在"深度融入长三角"中"服务支撑长三角"，加快 迈向"下一个万亿"，奋力打造全省高质量发展重要增长极。 江海交汇迈向南通"好通" 5月26日上午8时58分，一场云端"穿针引线"在宽阔江面上进行。随着 ...

Core Viewpoint - Hangzhou High-tech Zone (Binjiang) integrates party building with industrial development, fostering economic growth through the "Pioneer Bin·Chain Event" brand and achieving a GDP of 77.5 billion yuan in Q1 2025, with industrial added value increasing by 17% year-on-year, the highest in the city [1]. Group 1: Organizational Development - The establishment of a comprehensive party committee for the smart IoT industry ecosystem integrates 12 functional departments and 8 research and financial institutions, enhancing resource coordination and addressing major issues through quarterly meetings [2]. - Industry chain party committees have been formed to include representatives from leading and small enterprises, facilitating monthly meetings to address enterprise needs and promote deep cooperation among businesses [2]. Group 2: Enterprise Services - The "Red Chain Housekeeper Team" provides policy consultation and business assistance, having visited over 2,300 enterprises and resolved more than 410 issues, with a 99.3% resolution rate for enterprise-related problems [3]. - A "benefit package" has been created, consolidating 50 policies and 70 services, including the issuance of innovation vouchers and investment funds, benefiting over 200 enterprises and facilitating 2.35 billion yuan in financing [4]. Group 3: Talent and Innovation - The zone has attracted 9,418 young university graduates in Q1 2025, leading the city in talent acquisition [5]. - A mechanism has been established to address enterprise challenges through party and community collaboration, resulting in the formation of 11 joint laboratories and 91 horizontal contracts worth 63.8 million yuan since 2024 [5].

Core Viewpoint - The deep integration of modern service industry and advanced manufacturing (referred to as "two-industry integration") is crucial for cultivating a modern industrial system and achieving high-quality development, as well as for developing new types of productivity [1] Group 1: Pilot Demonstration Units - Beijing has recently recognized the second batch of city-level pilot demonstration units for two-industry integration, including three demonstration parks and 32 pilot enterprises [1] - The three newly selected demonstration parks are: 1. Chaoyang New Quality Productivity Integration Demonstration Pilot Area, with a management area of 26.9 square kilometers and an annual revenue share of 62% from two-industry integration enterprises [2] 2. Tongzhou City Sub-center Future Design + Health Integration Innovation Demonstration Area, with a management area of 25.5 square kilometers and an annual revenue share of over 50% from two-industry integration enterprises [3] 3. Western Beijing Yongding River Two-Industry Integration Demonstration Park, with a management area of 26.43 square kilometers and an annual revenue share of over 66% from two-industry integration enterprises [3] Group 2: Focus Areas and Development Paths - The Chaoyang Park focuses on the integration of new generation information technology and service industry, as well as high-end equipment and service integration, exploring paths such as "new generation information technology + technology services + intelligent manufacturing" [2] - The Tongzhou Park emphasizes the integration of pharmaceutical manufacturing and health services, and research design and manufacturing, exploring paths like "pharmaceutical research design + manufacturing + health services" [3] - The Western Beijing Park focuses on the integration of new generation information technology with manufacturing and service industries, and pharmaceutical manufacturing with health services, exploring paths such as "artificial intelligence + application scenarios" [3] Group 3: Pilot Enterprises - The second batch includes 32 city-level two-industry integration pilot enterprises, comprising 10 leading pilot enterprises and 22 growth-type pilot enterprises, covering seven key areas of integration development across 11 districts and the Beijing Economic and Technological Development Zone [4] - Notable enterprises include Qihoo 360 Technology Co., Ltd., with pilot enterprises in fields such as new generation information technology and manufacturing service integration, pharmaceutical manufacturing and health services, and high-end equipment and service integration [4] Group 4: Future Development Plans - The Beijing Municipal Development and Reform Commission plans to continue nurturing and constructing two-industry integration pilot demonstrations, aiming to create a "ten parks and hundred enterprises" development pattern [4] - The focus will be on summarizing the development models, typical cases, and benchmark enterprises of Beijing's two-industry integration, forming replicable models to guide market entities in achieving empowerment, efficiency enhancement, and transformation [4]

Core Viewpoint - The recent issuance of the "Work Plan for Deepening the Reform and Innovation of National Economic and Technological Development Zones" by the Ministry of Commerce aims to enhance the open vitality and innovative momentum of national economic development zones through 16 measures [1][3]. Group 1: Development and Economic Impact - National economic development zones have significantly increased in scale, number, and economic strength, with 232 zones established by 2024, generating a regional GDP of 16.9 trillion RMB [1][2]. - The zones host over 490,000 business entities, employing more than 24 million people, and have developed a comprehensive industrial system covering various sectors such as electronics, high-end equipment manufacturing, and new materials [1][2]. - By 2024, national economic development zones accounted for 24.5% of the country's total foreign trade, with a foreign trade volume of 10.7 trillion RMB and actual foreign investment of 27.2 billion USD [2]. Group 2: Role in Regional Development - National economic development zones play a crucial role in promoting regional economic coordination, enhancing development in underdeveloped areas, and achieving 67% and 74% of the GDP and industrial output of eastern regions, respectively [2][3]. Group 3: Future Reform and Innovation Tasks - The "Work Plan" outlines four key areas for reform and innovation: developing new productive forces tailored to local conditions, enhancing the level of open economy, deepening management system reforms, and strengthening resource guarantees [3][4][5][6]. - Emphasis is placed on improving innovation capabilities, integrating digital and real economies, and enhancing the quality of foreign investment to build a strong "Invest in China" brand [4][5]. Group 4: Management and Resource Support - The plan calls for optimizing management systems and improving operational efficiency to create a favorable business environment, including the establishment of performance evaluation and incentive mechanisms [5]. - It also highlights the need for efficient land resource utilization, support for green low-carbon development, talent recruitment, and financial backing to ensure the high-quality development of national economic development zones [6].

Core Viewpoint - Beijing has recognized three new demonstration zones and 32 pilot enterprises for the integration of advanced manufacturing and modern services, aiming to enhance the resilience of the industrial and supply chains in the city [1][2]. Group 1: Recognition of Demonstration Zones and Pilot Enterprises - Three new demonstration zones have been established: Chaoyang New Productivity Integration Demonstration Zone, Tongzhou Urban Sub-center Future Design + Health Integration Innovation Demonstration Zone, and the Western Beijing Yongding River Dual Industry Integration Demonstration Zone [1]. - A total of 32 pilot enterprises have been recognized, including 10 leading pilot enterprises and 22 growing pilot enterprises, covering seven key areas of integrated development in Beijing [1][2]. Group 2: Focus Areas and Strategies - In the field of new generation information technology and manufacturing service integration, six pilot enterprises were selected to enhance efficiency through AI and industrial simulation technology [1][2]. - In the organic integration of pharmaceutical manufacturing and health services, 11 pilot enterprises were chosen to empower the health industry through platforms and AI-driven solutions [2]. - Six pilot enterprises were selected in the high-end equipment and service integration sector, focusing on the deep integration of digital technology with manufacturing [2]. - One pilot enterprise, Huajiang Culture, was recognized in the consumer service and manufacturing integration sector, exploring a new development model combining design, customization, and sales [2]. Group 3: Future Development Plans - The Beijing Development and Reform Commission plans to continue nurturing and constructing integration pilot demonstrations, aiming to create a "ten parks and hundred enterprises" development pattern [2]. - The commission will summarize the integration development models, typical cases, and benchmark enterprises to promote replicable models and foster a good ecosystem for integrated development [2].