内容概要：赣州市是江西省地级市，同时也是省域副中心城市、Ⅱ型大城市，位于江西省南部。近年 来，赣州市大力实施科技创新赋能行动，制定出台"7510"行动计划及7条制造业重点产业链现代化建设 提升行动方案，在优化创新生态、培育壮大创新主体、建强重大创新平台、开展技术研发攻关等方面不 断革新，赣南老区更具"科技范"，发展的动能更强劲。赣州的千亿级产业、千亿级园区、百亿级企业方 阵不断壮大，形成了现代家居、有色金属和新材料、电子信息、纺织服装4个千亿产业集群。 上市企业：中国稀土（000831）、天音控股（000829）、金力永磁（300748）、孚能科技（688567）、 逸豪新材（301176）、九丰能源（605090）、天键股份（301383）、美克家居（600337）、腾远钴业 （301219）、章源钨业（002378） 相关企业：美克国际家居用品股份有限公司、赣州市大自然家居有限公司、美克数创（赣州）家居智造 有限公司、江西怡良实业有限公司、江西维平创业家具实业有限公司、赣州江钨新型合金材料有限公 司、赣州市裕泰锡业有限公司、赣州市海龙钨钼有限公司、江西省鑫盛钨业有限公司、崇义县银通矿业 有限公司、富联精密 ...

Group 1 - OECD projects global economic growth rates of 2.9% for both 2025 and 2026, a downward revision of 0.2 and 0.1 percentage points from March forecasts [2] - China's Ministry of Commerce responds to EU's proposed restrictions on Chinese medical device manufacturers, emphasizing that such measures harm fair competition and calling for adherence to WTO rules [2][3] - China's electronic information manufacturing industry shows steady growth, with a 11.3% year-on-year increase in value added from January to April, outperforming overall industrial and high-tech manufacturing growth rates [4] Group 2 - BaiLi Electric's revenue from nuclear fusion-related business is currently less than 1% of total revenue for 2024 [5] - Zhongheng Design's revenue from "low-altitude economy" and "commercial aerospace" projects is also a small proportion of its consolidated financial statements [5] - Silex's May sales of new energy vehicles reached 39,982 units, a year-on-year increase of 17.15% [10]

大会围绕共建"一带一路"科技规划政策对接、科技人文交流、产业创新发展、国际大科学计划、人工智 能等议题，设置重要活动、主题活动、特色活动、圆桌会议、技术对接等5大板块38场活动。大会得到 了共建"一带一路"国家的积极响应，参与国别多，涉及领域广，预期成果丰硕。 四川省副省长李文清介绍，成渝地区正在联手打造中国内陆改革开放高地。大会将启动成渝地区"一带 一路"科技合作"双千"计划。 第一个"千"是"千项合作项目"计划。成渝地区聚焦电子信息、航空航天、先进材料、清洁能源、现代农 业、食品健康等重点领域，与共建国家联合实施一批研发项目，联合开展关键核心技术攻关；围绕公共 卫生、医药健康、环境治理等领域，推进一批重大标志性工程和"小而美"民生项目，帮助共建国家民众 改善生活条件、增进民生福祉；对接共建国家技术需求，实施一批科技成果转移转化项目，促进技术双 向转移转化。 第二个"千"是"千名青年科学家交流"计划。成渝地区建立了科技人才联合培养机制，每年选拔一批国内 优秀青年科学家，到国（境）外开展学习培训和联合研究；资助一批共建国家青年科学家，来华开展短 期科研工作和交流；开展青年人才技术培训，面向共建国家举办各类先进 ...

今日摘要 习近平总书记指出，要严守耕地红线，高质量推进高标准农田建设，强化农业科技和装备支撑，确保粮 食和重要农产品稳产保供。今年以来，各粮食主产区抓实抓细大面积单产提升措施，夯实大国粮仓根 基，端稳端牢中国饭碗。 丁薛祥集体会见上海合作组织成员国财长和央行行长会议外方参会代表。 系列报道【锲而不舍落实中央八项规定精神】今天播出：北京西城区、黑龙江佳木斯市等地一体推进学 查改，不断将学习教育引向深入。 今年以来，我国市场准入进一步放宽，民营企业投资空间持续拓展。 端午假期，全国国内出游人次同比增长5.7%，各地打造消费新场景，激发消费潜力。 俄乌第二轮直接谈判结束，同意交换所有重伤病被俘人员。 美国制造业连续三个月处于收缩状态。 内容速览 【新思想引领新征程】全方位提升粮食产能 夯实粮食安全根基 粮食安全是"国之大者"。习近平总书记强调，要严守耕地红线，高质量推进高标准农田建设，强化农业 科技和装备支撑，确保粮食和重要农产品稳产保供。今年以来，各粮食主产区紧盯实现粮食产量1.4万 亿斤左右的目标，抓实抓细大面积单产提升措施，全方位夯实大国粮仓根基，端稳端牢中国人自己的饭 碗。 李强会见日本国际贸易促进协会访华 ...

智通财经6月3日电，今天《新闻联播》主要内容有： 1、【新思想引领新征程】全方位提升粮食产能 夯实粮食安全根基； 2、李强会见日本国际贸易促进协会访华团； 3、李强签署国务院令 公布《政务数据共享条例》； 4、丁薛祥集体会见上海合作组织成员国财长和央行行长会议外方参会代表； 5、【锲而不舍落实中央八项规定精神】求真务实 确保学习教育取得成效； 6、【促进民营经济高质量发展】政策协同发力 打开民间投资增长新空间； 7、今年前四个月我国物流运行保持韧性增长； 8、今年前四个月我国通信业运行稳中有进； 9、假日经济带动消费活力持续释放； 10、端午假期全国邮政快递业揽收快递包裹超15亿件； 11、第二届"一带一路"科技交流大会将在四川成都举办； 12、前4个月规模以上电子信息制造业增加值同比增长11.3%； 13、端午假期银联网联共处理支付交易140.5亿笔； 14、端午期间深圳离境退税货值同比增长超5倍； 15、端午假期590.7万人次出入境； 16、国家级经开区经营主体超490万家； 17、2028年我国将基本实现公共算力标准化互联； 18、北京推出22条举措优化入境旅游服务； 19、今年将实现三级公立中医医院 ...

Fund Market - In June, the public fund issuance market experienced a "small peak" with 89 new funds launched, 70% of which were equity products [1] - Major fund companies like E Fund, Bosera, and Huatai-PineBridge actively participated in the issuance, with 41 funds starting on the first day after the Dragon Boat Festival [1] Banking Sector - In the first five months of this year, 184 small and medium-sized banks were approved for mergers or dissolutions, indicating a rising trend in bank consolidations [1] - The number of banks is expected to decrease from a peak of 4,600 to around 3,000 by 2025, shifting the focus from quantity to quality in banking development [1] Semiconductor Industry - The global semiconductor market is projected to reach $700.9 billion in 2025, with a year-on-year growth of 11.2%, driven by demand in AI, cloud infrastructure, and advanced consumer electronics [2] - The DRAM industry revenue for Q1 2025 is estimated at $27.01 billion, a 5.5% decrease from the previous quarter, but prices are expected to stabilize and rise in Q2 2025 [1][2] Lithium Carbonate Market - The battery-grade lithium carbonate index price is currently at 60,456 yuan per ton, with a recent decline, and the market is expected to remain weak in the short term due to oversupply [2] Electronic Information Manufacturing - From January to April, the added value of China's electronic information manufacturing industry grew by 11.3% year-on-year, outperforming the overall industrial and high-tech manufacturing sectors [2] Travel and Tourism - During the Dragon Boat Festival in 2025, domestic travel reached 119 million person-times, a 5.7% increase year-on-year, with total spending of 42.73 billion yuan, up 5.9% [3] Microsoft Investment - Microsoft announced a $400 million investment in Switzerland to expand AI infrastructure and cloud computing services, enhancing its data centers in the region [4] Corporate Developments - Wanrun Co., Ltd. announced the resignation of its chairman, Huang Yiwu, due to work adjustments [5] - Honglu Steel Structure signed a procurement contract worth 458 million yuan for a steel structure project [6] - Fengfan Co., Ltd. won a bid for a 228 million yuan project with the State Grid [7] - Yatai Co., Ltd. received a notification for a new energy vehicle project with a total sales amount of approximately 200 million yuan over its lifecycle [8] Market Performance - The market saw a slight rebound with major indices rising, driven by strong performance in innovative drug and consumer sectors, while automotive stocks faced adjustments [9][10]

Core Viewpoint - The electronic information manufacturing industry is undergoing a transformation driven by disruptive technological breakthroughs and collaborative innovation, reshaping production and lifestyle in society [1] Market Demand - Consumption Upgrade, Industrial Transformation - The demand in the electronic information manufacturing industry is increasingly diverse and complex, with consumption upgrades and industrial transformations as key guiding directions [2] - The consumer electronics sector, particularly smartphones and wearable devices, is experiencing continuous growth and upgrades, with enhanced performance requirements leading to significant advancements in processing technology and camera capabilities [2] - Industry applications, especially in automotive electronics and industrial internet, show strong demand for electronic information manufacturing products, with advanced driver-assistance systems (ADAS) and industrial robots requiring high-performance chips and sensors [3] - Emerging technology fields, such as quantum computing and space exploration, are creating new demands for specialized electronic components that can operate under extreme conditions [3] Technological Innovation - Breaking Bottlenecks, Fusion Development - Hardware technology breakthroughs are evident in chip manufacturing processes, transitioning from micron to nanometer processes, significantly enhancing chip integration and performance [4] - Software innovation is marked by the application of artificial intelligence algorithms in various fields, improving functionalities in smartphones and industrial internet applications [5] - The trend of hardware and software collaboration is emerging, particularly in the Internet of Things (IoT) and smart automotive sectors, optimizing resource allocation and data processing efficiency [6] Industry Competition - Technological Leadership, Strategic Layout - Intense competition exists between industry giants and emerging companies in the electronic information manufacturing sector, with established players like Intel and Apple maintaining significant market positions through innovation and brand influence [7] - National policies are shaping the development of the electronic information industry, with regions like Shenzhen and the Yangtze River Delta in China playing crucial roles in the global supply chain [8] - Intellectual property and standard-setting have become focal points of competition, with companies like Huawei and ZTE actively participating in the formulation of 5G standards to enhance their market influence [9]

无锡并非孤例。早在2023年，上海启动"投资上海·全国行"活动，首次将招商重点转向成都、武汉等新 一线城市，聚焦生物医药、电子信息、智能制造等领域，直击上海产业升级发展的关键痛点。这场"掉 头向西"的战略转向，正是源于"拉长长板，补齐短板，互相打开市场与资源"的深层考量。它不同于传 统招商的单向流动模式，而是基于产业适配性，推动东部的市场优势与西部的创新资源形成双向对流， 最终实现"双向奔赴"。 城市之间的互相招商，既是一种竞争关系，同时也蕴含着资源互补、产业协同、联动发展的机遇。正 如"地瓜经济"理论中提及的，"利用外部资源、外部市场实现更大的发展"，这一理念深刻揭示了"向西 招商"模式背后的内在逻辑。尤其在当前产业价值链供应链加速重构的背景下，地区产业层级已不再严 格遵循地理梯度分布。从上海、无锡的"西进"招商实践不难发现，两地的招引目标均聚焦契合自身产业 发展需求的初创型高成长性企业、技术潜力型企业。西安的航天人才、洛阳的重工底蕴，恰恰是东部地 区布局未来产业所亟需的关键"拼图"。因此，从传统的"西到东"转向如今的"东到西"，看似是"反向招 商"，却始终遵循同一准则：哪里有优质适配的产业资源，招商的触角 ...

Core Viewpoint - The electronic information manufacturing industry in China has shown steady production growth, improving efficiency, and stable investment during the first four months of the year [1] Group 1: Production and Growth - The added value of the electronic information manufacturing industry increased by 11.3% year-on-year from January to April, outpacing the growth rates of the overall industrial sector and high-tech manufacturing by 4.9 percentage points and 1.5 percentage points respectively [1] - The production of microcomputer equipment reached 105 million units, reflecting a year-on-year growth of 4.7% [1] Group 2: Investment Trends - Investment in the electronic information manufacturing sector has remained stable during the same period, indicating a positive outlook for future growth [1]

Core Insights - The electronic information industry in Shijiazhuang, Hebei, is experiencing rapid growth, with projected revenue exceeding 130 billion yuan in 2024, serving as a strong engine for regional economic development [1] - China Bank's Shijiazhuang branch is actively supporting over 500 technology enterprises with credit support exceeding 15 billion yuan, enhancing the financial ecosystem for the electronic information sector [1] Group 1: Financial Support Initiatives - China Bank Shijiazhuang branch has developed specialized financial service plans to support the growth of a billion-level industrial cluster, creating a comprehensive financial service system covering the entire lifecycle of enterprises [1] - The bank employs a "combination of equity and debt" financing model for startups, and offers products like intellectual property pledge loans and innovation credit for growing enterprises [1] - For mature enterprises, the bank has innovated investment-loan linkage and merger loans to meet diverse financing needs [1] Group 2: Case Studies of Financial Assistance - In the case of Hebei Jiuwi Electronics Technology Co., the bank provided a timely loan of 15 million yuan to address short-term cash flow issues, demonstrating effective financial support [2] - The launch of the "Electronic Information Industry Loan" has provided customized financial solutions for numerous tech enterprises, becoming a preferred partner for companies in the region [2] - The bank also offers "Specialized and Innovative Loans" tailored for high-growth enterprises, quickly providing 10 million yuan in funding to a chip testing and R&D company facing a cash shortfall [2] Group 3: Collaborative Efforts - China Bank Shijiazhuang branch has strengthened the "bank-government-enterprise" collaboration, hosting over 28 events in 2024 to provide one-on-one credit services to more than 40 enterprises, with a total credit amount of 245 million yuan [3] - The establishment of a "Technology Finance Specialty Outlet" in the bank aims to serve the local economy and actively connect with the regional electronic information industry cluster [3] - The bank is committed to optimizing financial products and enhancing service efficiency to support technology enterprises in overcoming challenges and expanding their market presence [3]