上海：支持G60科创走廊迈向世界级 产业动态： 南京：人工智能与软件产业招商提前完成全年目标 杭州：国家医疗AI中试基地在萧山开园 为促进长三角产业协作与科创协同，智通财经旗下智库澎湃研究所推出"浪尖计划"。作为"浪尖计划"的 子项目之一，《浪尖周报：长三角产业动态》聚焦长三角九大万亿GDP城市最新产业动态，精选162条9 城主要报刊一周（2025年12月22日-2025年12月28日）的重要新闻与领导活动资讯，呈现产业政策动向 与发展趋势。 《浪尖周报》第55期，将于12月29日发布，结合各城市产业发展重点，精选出以下内容： 产业头条： 南通：前11月外贸额首次突破4000亿元大关 常州：落地璞跃海外首个OPC国际社区 如您希望订阅《浪尖周报》，请填写【问卷】或扫描海报二维码完成订阅。订阅成功后，每周将通过邮 件为您推送最新产业动态。 合肥：都市圈发布首批超300亿元金融应用场景清单 苏州：太仓加速打造长三角工业母机产业高地 宁波：前11月新能源汽车出口额猛增近3倍 无锡：与上海深化AI、新能源产业合作 ...

Core Viewpoint - The Shenyang Municipal Bureau of Industry and Information Technology aims to establish a modern industrial system with Shenyang characteristics, striving to create a national new-type industrialization demonstration zone and ensuring a strong start for the industrial economy in the coming years [1]. Group 1: Industrial Development Strategy - The focus is on stabilizing the industrial foundation by fostering new growth drivers, particularly in advanced manufacturing clusters such as robotics, intelligent manufacturing, industrial mother machines, and aviation [1]. - A multi-point support development pattern will be formed by enhancing the industrial chain and cultivating leading, backbone, and key enterprises [2]. Group 2: Project Support for Industry - The strategy includes building a "3+4+3" industrial system, leveraging national policy funds to improve project conversion efficiency, and guiding enterprises in technological upgrades and project implementation [2]. - Traditional industries like automotive and machinery will be consolidated while promoting the diversified development of the automotive sector and high-quality traditional industry projects [2]. Group 3: Smart Transformation in Manufacturing - A comprehensive implementation of the "smart transformation and digital transition" action will be pursued, focusing on intelligent, green, and integrated development to upgrade traditional industries [3]. - The initiative aims to create a model for the province's digital transformation, with tailored strategies for individual enterprises and full coverage of digital transformation assessments [3]. Group 4: Innovation and Environment Optimization - The integration of technological and industrial innovation will be accelerated by leveraging high-level innovation platforms and promoting the conversion of scientific achievements [3]. - Efforts will be made to optimize the development environment for industrial enterprises, addressing issues such as talent recruitment, production assurance, and market expansion [3].

（来源：沈阳日报） 以产业需求为导向，推动科技与经济深度融合。落实"人工智能+"行动，建设国家新一代人工智能公共 算力开放创新平台，打造国产化技术应用场景。会同相关部门推进实施"智改数转"行动，推动集成电 路、工业母机、高端仪器等领域突破"卡脖子"技术。实施优质企业梯度培育工程，储备30家科技领军企 业。 以人才为核心，打造区域创新人才高地。依托重大科技专项培育战略科学家、科技领军人才，支持院士 在沈建设工作站。建立青年科学家工作站，推动青年优秀科学家进入科技评审专家库，全年支持中青年 科技人才项目不少于110项。 以开放为路径，拓展协同创新空间。实施省级及以上国际科技合作项目30项，布局建设国际科技合作基 地15家。落实《"哈长沈大"科技创新一体化发展合作框架协议》，建设都市圈飞地创新中心，优化科创 资源跨域配置。 以生态为保障，激发创新主体活力。推进科研类事业单位改革，强化科技政策与产业、人才、金融政策 衔接。出台"沈科积分"实施方案，推广"人才贷""研发贷"等产品，为企业"输氧供血"。坚持项目为王， 全力做好向上争取、向外引进、向内培育工作，确保实现"十五五"良好开局。 沈阳日报、沈报全媒体 记者 岳雨 ...

Investment Rating - The report suggests a positive outlook for the high-end equipment manufacturing industry in China, emphasizing a "dual-driven" growth model characterized by strong domestic demand and robust international expansion [3][5]. Core Insights - The high-end equipment industry in China is experiencing a structural transformation, with a focus on technological advancements and brand development, leading to increased global market share [3]. - The report highlights two main investment themes: the technological self-reliance driven by AI and the deepening international expansion of Chinese equipment manufacturers [4][5]. - Key sectors to watch include gas turbines, industrial mother machines, controlled nuclear fusion, quantum computing, robotics, and 3D printing, which are expected to drive future growth [4][41]. Summary by Sections Domestic Manufacturing and Investment - Manufacturing investment in China is under short-term pressure, but high-end manufacturing and equipment sectors are emerging as growth engines, with a 1.9% year-on-year increase in manufacturing fixed asset investment [15][19]. - The report notes that high-tech manufacturing and equipment manufacturing sectors maintain high levels of activity despite overall investment slowdowns [15][22]. Export Performance - China's high-end equipment exports are performing well, driven by the global AI investment boom and recovery in demand from developed markets [28][31]. - In the first ten months of 2025, China's exports of electromechanical products reached 13.43 trillion yuan, marking an 8.7% year-on-year increase [28][31]. Technological Self-Reliance - The report emphasizes the importance of technological self-reliance, particularly in sectors like gas turbines and quantum computing, which are expected to see significant growth due to increasing global demand [4][48]. - The global gas turbine market is projected to grow significantly, with sales expected to rise from 44.1 GW in 2023 to an average of 60 GW from 2024 to 2026, reflecting a 36% increase [49][50]. International Expansion - Chinese equipment manufacturers are poised for further international growth, particularly in emerging markets, with sectors like engineering machinery and agricultural equipment expected to see substantial export growth [5][41]. - The report highlights the potential for Chinese companies in the oil and gas equipment sector, particularly in the Middle East, where demand is expected to rise significantly [5][13].

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！ 每经记者｜李娜 每经编辑｜彭水萍 "2026年将迎来关键的中美政策周期共振，这不仅是宏观需求的重要推手，更将成为A股市场从流动性驱动迈向盈利驱动新阶段的核心转折点。"近日，在谈 及新一年的投资展望时，招商证券首席策略分析师张夏提出了鲜明观点。 在他看来，以PPI回升为标志的盈利改善将引领市场进入牛市第三阶段，而内需复苏与科技自立构成的双轮驱动主线，将定义全年的核心机遇。 招商证券首席策略分析师 张夏 此外，张夏强调，涨价将成为2025年四季度到2026年的主旋律之一。这既是中美共振需求回升的体现，也是2020年全球货币扩张累积效应的反映。"未来但 凡出现供求缺口的产品，涨价幅度都将令人瞠目结舌"，他分析称，根本原因在于全球法定纸币的购买力自2020年大放水后已大幅萎缩，而供求关系的再平 衡与紧张将使其全面暴露。 "我们已在黄金、白银、存储芯片等品种上看到端倪；理解这一逻辑，便会认识到那些提供独一无二商品的企业股权何其可贵。"张夏坦言，"当下正是拥抱 一切优质商品、稀缺商品、高技术门槛商品及其供应商股权的时刻。" 市场正处在关键切换节点。 ...

Group 1 - The market continues to rise, with the Shanghai Composite Index achieving a seven-day increase, closing up 0.47% at 3959.62 points, while the Shenzhen Component Index rose 0.33% and the ChiNext Index increased by 0.3% [1] - A-shares saw a total trading volume of 1.94 trillion yuan, an increase from the previous day's 1.9 trillion yuan, with over 3700 stocks rising [1] - The CSI A500 Index is positioned to capture opportunities in industrial structure upgrades due to its focus on advanced manufacturing and information technology sectors, providing a balanced industry allocation [1] Group 2 - The robotics sector showed strong performance, bolstered by news of a Hong Kong humanoid robot company acquiring shares in an A-share listed company and another "Hangzhou Six Little Dragons" starting listing guidance [2] - The humanoid robot industry is at a critical juncture for mass production, with Tesla's Optimus achieving significant breakthroughs, supporting its 2026 mass production target [2] - Key components such as dexterous hands and structural parts may become bottlenecks for commercialization, with early movers likely to benefit from mass production expectations [2]

摘要 ： 关键核心技术是国之重器，对推动我国经济高质量发展、保障国家安全都具有十分重要的意义， 必须切实提高关键核心技术攻关能力，把科技发展主动权牢牢掌握在自己手里，为高质量发展提供坚强有 力的科技支撑。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出： " 全链条推动集 成电路、工业母机、高端仪器、基础软件、先进材料、生物制造等重点领域关键核心技术攻关 取得决定性突破。 " 这是发挥新型举国体制优势、打赢关键核心技术攻坚战的重要举措。 关 键 核 心 技 术 是 国 之 重 器 ， 对 推 动 我 国 经 济 高 质 量 发 展 、 保 障 国 家 安 全 都 具 有 十 分 重 要 的 意 义，必须切实提高关键核心技术攻关能力，把科技发展主动权牢牢掌握在自己手里，为高质量 发展提供坚强有力的科技支撑。 近年来，我国关键核心技术攻关加速突破，第五代移动通信（5G）、北斗导航、高速铁路、 核电等领域攻克一批重大关键核心技术。但集成电路、工业母机、高端仪器、基础软件、先进 材 ...

采取超常规措施 全链条推动集成电路、工业母机、高端仪器、 基础软件、先进材料、生物制造等重点领域 关键核心技术攻关取得决定性突破 突出国家战略需求 部署实施一批国家重大科技任务 加强基础研究战略性、前瞻性、体系化布局 提高基础研究投入比重 加大长期稳定支持 @科技工作 a Tre Carter Just 这些关键技术 完善新型举国体制 新华社国内部出品 强化科学研究、技术开发原始创新导向 优化有利于原创性、颠覆性创新的环境 产出更多标志性原创成果 —"十五五"规划建议 加强原始创新和关键核心技术攻关,是 为了加快扭转关键核心技术受制于人的 局面,尽快突破"卡脖子"问题,筑牢 科技支撑引领的根基。加强关键共性技 术、前沿引领技术、现代工程技术、颠 覆性技术创新,强化研以致用、研用一 体,创造更多有用的发明,筑牢产业发 展的技术基础,加快将科技创新成果转 化为现实生产力。 阴和俊 科技部党组书记、部长 海报制作：贾稀荃 记者：刘祯 ...

Summary of Key Points Core Viewpoint The article discusses the tax reduction policies related to value-added tax (VAT) and corporate income tax in China, specifically focusing on the preferential treatment for advanced manufacturing, industrial mother machines, and integrated circuit industries. Group 1: VAT Deduction Policies - Advanced manufacturing enterprises are allowed to deduct 5% of the current deductible input tax from their VAT payable [3] - Industrial mother machine enterprises can deduct 15% of the current deductible input tax from their VAT payable [4] - Integrated circuit design, production, packaging, testing, equipment, and materials enterprises can also deduct 15% of the current deductible input tax from their VAT payable [4] Group 2: Corporate Income Tax Deduction Policies - From January 1, 2023, R&D expenses that do not form intangible assets can be deducted at 100% in addition to the actual expenses incurred [5] - For R&D expenses that form intangible assets, the cost can be amortized at 200% for tax purposes [5] - The deduction rate for R&D expenses for integrated circuit and industrial mother machine enterprises has been increased to 120% [5][6] - Basic research expenditures can be deducted at 100% for tax purposes [6] - Wages paid to disabled employees can be deducted at 100% in addition to the actual wages paid [8]

（来源：辽宁日报） 转自：辽宁日报 冬日辽宁，寒风呼啸，白雪皑皑。在这本应静谧的季节中，这片沃土却激荡着奋进的力量、振兴的脉 动。 一条条生产线上，新产品接连面世。在沈阳，世界级高端工业母机下线交付，取得重大技术突破的同 时，还成功打破了"研用脱节"的产业困境，开创了国产工业母机研制的新模式。 一间间实验室中，新技术持续涌现。在大连，经中国科学院大连化学物理研究所精密改造，香紫苏醇的 合成效率进一步提升，促进实现高附加值化合物的规模化、绿色化生产。 一个个产业群下，新项目加快建设。在盘锦，占地1.35万亩的华锦阿美项目建设已进入冲刺收尾阶段， 项目总进度超过91%，助力辽宁打造万亿级石化和精细化工产业基地。 奋战一年，收官在即。环视全省，各地追风赶月、昂扬奋进的一个个鲜活场景，逐一定格为一幅幅辽宁 奔向全面振兴的生动画面。 再启新程，奋勇争先。12月22日召开的省委经济工作会议，作出了一系列重实情合省情的部署安排。迈 入"十五五"，全省上下接续奋斗、乘势而上的劲头正盛，山水间激荡着为改革计、为发展谋的新气象， 记录着脚踏实地、埋头苦干的新作为。 启新程、勇争先，首先得心里有谱、脚下有根。迈入"十五五"，辽宁振 ...