格隆汇11月13日｜在今日的上海证券交易所国际投资者大会上，上交所副总经理傅浩表示，截至目前， 科创板汇聚592家上市公司，总市值超10万亿人民币，累计融资超1.1万亿人民币。在集成电路、生物医 药、人工智能、高端装备等领域形成了完整的"链群式"产业格局。"投资科创板就是投资中国科技创 新，就是投资中国科技产业的未来，是分享中国科创企业发展红利的最好途径。"傅浩说。 ...

在今日举行的上海证券交易所国际投资者大会上，上海证券交易所副总经理傅浩表示，2025年上半年， 科创板整体研发投入占比接近13%，超净利润2.8倍。截至目前，科创板汇聚592家上市公司，总市值超 10万亿人民币，累计融资超1.1万亿人民币，在集成电路、生物医药、人工智能、高端装备等领域形成 了完整的"链群式"产业格局。他表示，上交所将继续立足上海"五个中心"建设大局，进一步深化资本市 场改革：以更完善的制度让国际投资者"看得清、投得稳"，以更通畅的合作机制让科创企业"走得远、 发展好"，以更高效的服务生态让资本配置"更顺畅、更高效"。 ...

专题：专题|2025上海证券交易所国际投资者大会 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 11月12日-13日，上交所国际投资者大会举行。上海证券交易所副总经理傅浩主旨演讲，傅浩表示，科 创板汇聚了一大批优秀的中国科技创新企业，是境内外投资者分享中国科技创新产业发展成果最重要的 市场。 傅浩指出，自2019年设立以来，科创板始终肩负"服务科技创新、支持国家战略"的使命，已成为中国优 质科技企业的首选上市平台。截至目前，科创板汇聚592家上市公司，总市值超10万亿人民币，累计融 资超1.1万亿人民币。在集成电路、生物医药、人工智能、高端装备等领域形成了完整的"链群式"产业 格局。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：常福强 其中，集成电路领域121家企业实现全链条覆盖，为构建具有国际竞争力的集成电路产业生态、打造世 界级产业集群筑牢根基；生物医药115家企业聚焦重大疾病诊断、治疗、康复等领域，使科创板跻身全 球第三大生物医药上市地，助力我国建设生物医药创新高地，提供资本保障；人工智能领域集聚42家核 心企业，形成从硬件、算法到应用的完整产业链，与建设人工智能产业生 ...

Core Insights - The State Administration for Market Regulation and the Ministry of Industry and Information Technology have jointly released the first batch of "Top Ten Key Projects" to support the development of new quality productivity in various industries [1] - The focus is on addressing technical challenges in key sectors such as new generation information technology, artificial intelligence, aerospace, new energy, new materials, high-end equipment, biomedicine, quantum technology, integrated circuits, and instruments [1] Group 1: Key Projects - In the integrated circuit sector, a project aimed at building measurement and standardization capabilities for critical structure sizes in semiconductor chip packaging will enhance the strength of "China's chips" [1] - In the quantum technology field, a project to improve measurement capabilities for absolute gravity using cold atoms under motion conditions will challenge the conversion of quantum achievements [1] - An artificial intelligence project focused on building a data-driven intelligent perception measurement testing platform will outline the measurement posture in the digital age [1] Group 2: Future Developments - In the new generation information technology sector, a project supporting 400G/800G optical communication measurement technology for the development of 5G/6G and artificial intelligence industries is expected to provide precise "navigation" for future communications [1] - These initiatives are anticipated to yield advanced results that support the development of new quality productivity across various industries [1]

Core Insights - 63% of surveyed Chinese companies in Europe report that their business has been directly or indirectly affected by the Foreign Subsidies Regulation (FSR), with 12% experiencing direct impacts and 51% noting intangible damage to their business image and confidence [1][8] - Over 80% of Chinese companies in Europe are feeling increasing uncertainty due to tightening EU regulatory environments, with 81% of respondents indicating that the current business environment is characterized by heightened uncertainty [1][3] Group 1: Business Environment and Resilience - Despite macroeconomic pressures and a complex business environment, Chinese companies in Europe demonstrate strong resilience, with over 80% reporting stable or improved operating conditions this year; 53% of companies saw revenue growth, while only 16% reported a decline [3][4] - Looking ahead to 2025, 62% of surveyed companies expect revenue growth, and 46% anticipate profit increases, indicating a generally optimistic outlook [3][4] Group 2: Investment Intentions - Half of the surveyed companies plan to increase their investments in Europe by 2025, contrasting with only 11% who intend to reduce their investments, reflecting a warming investment sentiment compared to previous years [4][5] - The core motivations for continued investment include building brand recognition globally, tapping into the potential of emerging sectors in the EU, and diversifying supply chains [5] Group 3: Regulatory Challenges - The overall score for the EU business environment has declined for six consecutive years, with a current score of 61, down from 73 in 2019; over 35% of respondents feel the business environment has worsened, particularly in sectors like renewable energy and information technology [6][7] - 90% of surveyed companies believe that the EU's "de-risking" and "economic security" policies negatively impact their operations, leading to stricter investment reviews and increased market entry barriers [7][8] Group 4: Trade Relations and Cooperation - The FSR's implementation has led to multiple investigations into Chinese companies, particularly in clean energy and electric vehicles, creating new uncertainties in EU-China trade relations [8] - The report emphasizes the importance of deepening cooperation in various fields, including trade, technology, and climate action, especially as 2025 marks the 50th anniversary of EU-China diplomatic relations [9]

太湖之畔，秋意渐浓。一场名为"我为'十五五'规划献良策"的民意征集活动，正悄然掀起全城热议。从高校学者到一线工人，从科创企业家到社区工作者， 成千上万条建议如涓涓细流，汇入城市发展的蓝图之中。这座曾以"苏南模式"闻名的工商名城，正以开放之姿、战略之智，擘画下一程——以产业科创为 核，构筑面向未来的"四梁八柱"。 战略起笔：从"顶层设计"到"市民智慧" "十五五"时期，是中国基本实现社会主义现代化的关键时期。面对新一轮科技革命与产业变革的浪潮，无锡早已未雨绸缪。 2025年4月，无锡发布《市政府关于建设"人工智能+"标杆城市的政策意见》，提出以"算力券+数据券+模型券"三券齐发，激活"创新链+资金链+人才链"三链 融合。此前，无锡已构建"465"现代产业集群体系，将人工智能列为五大未来产业之首。截至2024年，无锡全市人工智能产业列统规上企业达356家，营业收 入2075.5亿元，同比增长12.6%。 而进入"十五五"前夕，无锡更进一步——不仅将规划编制过程向社会开放，更将"人民城市"理念深植于战略脉络。2025年9月，无锡市发展改革委与共青团 无锡市委联合组织召开"十五五"规划青年座谈会，邀请了来自各领域的十 ...

Core Insights - Tangshan City in Hebei Province has focused on developing characteristic industrial clusters as a key driver for county-level economic growth, achieving a revenue of 702.77 billion yuan in the first three quarters of this year, representing a year-on-year increase of 5.1% [1] Group 1: Industrial Development - The city has established 46 characteristic industrial clusters, including high-end equipment, green chemicals, and smart home industries [1] - A total of 86 "leading" enterprises have been cultivated through a comprehensive plan focusing on technological innovation and digital transformation [1] - The city has nurtured 635 high-tech enterprises, 491 specialized and innovative enterprises, and 83 manufacturing champions [1] Group 2: Shared Manufacturing Initiatives - Tangshan has implemented shared manufacturing projects, with 39 projects planned and 29 shared factories currently in operation [1] - The establishment of shared factories aims to reduce costs and improve efficiency for small and medium-sized enterprises within the industrial clusters [1] Group 3: Future Plans - The Industrial and Information Technology Bureau of Tangshan plans to focus on cultivating leading enterprises, enhancing supply chain integration, and accelerating industrial cluster upgrades to support high-quality economic development [2]

Core Insights - Tangshan City in Hebei Province has focused on developing characteristic industrial clusters as a key driver for county-level economic growth, achieving a total revenue of 702.7 billion yuan from 46 industrial clusters in the first three quarters of the year, representing a year-on-year growth of 5.1% [1] Group 1: Industrial Development - The city has implemented a "leader" enterprise cultivation plan, resulting in the nurturing of 86 "leader" enterprises across six dimensions, including technological innovation and digital transformation [1] - A comprehensive cultivation system for high-quality enterprises has been established, with 635 high-tech enterprises, 491 specialized and innovative enterprises, and 83 manufacturing champions cultivated [1] Group 2: Shared Manufacturing Initiatives - Tangshan has built shared manufacturing factories to support small and medium-sized enterprises in the characteristic industrial clusters, facilitating resource integration and cost reduction [1] - A total of 39 shared intelligent manufacturing projects have been planned, with 29 shared factories already in operation [1] Group 3: Future Plans - The Industrial and Information Technology Bureau of Tangshan plans to focus on cultivating leading enterprises, precise investment attraction, and enhancing the supporting rate of head enterprises to accelerate industrial aggregation and upgrade characteristic industrial clusters for high-quality economic development [2]

Core Insights - The report titled "Yangtze River Delta City Intelligent Manufacturing Development Index Report (2025 Edition)" was released, aiming to provide data support and decision-making basis for the integrated development of intelligent manufacturing in the Yangtze River Delta region [1][2] - The overall development of intelligent manufacturing in the Yangtze River Delta is led by Shanghai, with Suzhou, Hangzhou, and Wuxi as the main driving forces, while Nanjing, Changzhou, Hefei, Ningbo, and Nantong serve as key supporting cities [1][2] Summary by Categories Overall Development - The average intelligent manufacturing index for 27 central cities in the Yangtze River Delta is 105, with 9 cities above the average [1] - Shanghai ranks first among all cities in the region, forming the first tier along with Suzhou, Hangzhou, and Wuxi [1] Provincial Performance - Jiangsu Province shows outstanding performance with Suzhou and Wuxi at the core, followed by Nanjing, Changzhou, and Nantong, ranking in the top three for six primary indicators [2] - Shanghai has three primary indicators in the top three, particularly excelling in innovation output and the number of demonstration projects [2] - Zhejiang Province is led by Hangzhou, supported by Ningbo, Huzhou, and Jiaxing, demonstrating strong capabilities in intelligent manufacturing talent [2] - Anhui Province shows strong potential in R&D investment participation, innovation output, and growth in intelligent transformation investment [2] Industry Focus - The report highlights four key manufacturing industries: integrated circuits, new energy vehicles, high-end equipment, and biomedicine, analyzing the construction index of intelligent manufacturing scenarios [2] - Successful experiences in intelligent manufacturing construction from key enterprises such as BYD Auto, Tongfu Microelectronics, and Zhejiang Haizheng Pharmaceutical are shared [2] Future Implications - The report aims to provide references for government decision-making, industrial planning, and enterprise construction during the "14th Five-Year Plan" period, contributing to the high-quality development of the national manufacturing industry [2]

Group 1 - The blue paper suggests optimizing the consumption environment to unleash consumption potential and enhance the role of resident consumption in driving economic growth in the Guangdong-Hong Kong-Macao Greater Bay Area [1] - It emphasizes the importance of effective investment to improve investment efficiency and increase the marginal contribution of fixed capital formation to economic growth [1] - The report highlights the need to optimize the trade structure to enhance trade competitiveness and increase the contribution of net exports of goods and services to economic growth [2] Group 2 - Specific measures include supporting Guangzhou and Shenzhen in becoming international consumption centers and stimulating housing demand through various financial incentives [1] - The report advocates for the implementation of major projects such as high-speed rail and airport expansions to accelerate the construction of a connected Greater Bay Area [1] - It also calls for the expansion of high-end equipment exports and the development of digital trade to reduce technical trade barriers and enhance global trade competitiveness [2]