Core Insights - The Chengdu-Chongqing International Railway Express (China-Europe Railway Express) is a pioneering cross-provincial brand that has established a robust logistics channel, facilitating trade and industrial collaboration between Chengdu and Chongqing [1][2] Group 1: Operational Highlights - As of January 4, 2023, the Chengdu-Chongqing Railway Express has maintained efficient operations, with 34 trains dispatched from Chengdu alone in the first four days of the year [1] - Since its inception on January 1, 2021, the service has operated over 26,000 trains, leading the nation in terms of operational scale and stability [1] Group 2: Economic Impact - By the end of 2025, the Chengdu-Chongqing Railway Express is expected to attract over 200 major industrial projects, contributing to the formation of four trillion-yuan industrial clusters in the region, including electronic information, automotive manufacturing, equipment manufacturing, and new materials [2] - Approximately 70% of electronic information products manufactured in Sichuan are exported via the Chengdu-Chongqing Railway Express, enhancing the region's export capabilities [2] Group 3: Strategic Developments - The Chengdu-Chongqing Railway Express is expanding its service offerings to include specialized trains for pharmaceuticals, cold chain logistics, and mail, with a cold chain distribution center recently established to facilitate high-value imports and exports [3] - The two cities plan to further develop the southern corridor of the Chengdu-Chongqing Railway Express, promoting resource sharing and providing transportation services to support foreign trade and high-quality industrial cluster development [4]

Key Insights - The report highlights significant developments in various industries, including advancements in brain-computer interfaces by Neuralink, acquisitions by Meta, and initiatives for promoting green consumption in China [5][8]. - The macroeconomic analysis indicates a positive outlook for the A-share market, driven by strong performance in financial and technology sectors, with expectations of continued monetary easing and a favorable global liquidity environment [9][10][16]. - The gaming industry is experiencing steady growth, with animation films leading box office revenues, indicating a shift in consumer preferences and market dynamics [18][38]. Domestic Market Performance - The Shanghai Composite Index closed at 4,023.42, with a daily increase of 1.38%, while the Shenzhen Component Index rose by 2.24% to 13,828.63 [3]. - The average P/E ratios for the Shanghai Composite and ChiNext are 16.30 and 49.98, respectively, suggesting a favorable environment for medium to long-term investments [9][10]. International Market Performance - Major international indices, including the Dow Jones and S&P 500, experienced slight declines, while the Hang Seng Index saw a notable increase of 2.76% [4]. Industry Analysis - The animation film sector has seen a remarkable increase in box office contributions, with animated films accounting for nearly 50% of total box office revenue in 2025, driven by successful titles like "Nezha 2" and "Zootopia 2" [18][38]. - The semiconductor industry continues to thrive, with global sales reaching $72.71 billion in October 2025, marking a 27.2% year-over-year increase, indicating robust demand and growth potential [22]. - The new materials sector is showing strong performance, with a 7.20% increase in the new materials index, outperforming the broader market [21]. Investment Recommendations - The report suggests focusing on sectors with strong fundamentals and stable earnings, such as traditional engineering machinery and high-dividend yielding companies, while also highlighting opportunities in emerging technologies like humanoid robots and AI applications [25][26]. - In the gaming sector, companies like Gigabit and Perfect World are recommended due to their high growth potential driven by AI integration and market demand [19][20].

以技术为根 穿越产业周期 金亚东的职业生涯始于海外留学与跨国企业高管的经历，这段"科学家"的底色为他日后执掌长阳科技奠 定了独特的基础。面对科学家追求技术多元性与企业家追求经营增长之间的内在张力，他找到了属于自 己的平衡点——"只要在企业可承受的范围内，研发投入始终是最重要的。"这句朴实的话语，成为他经 营哲学的核心表达。 在当前制造业普遍面临"低端过剩、高端不足"的结构性矛盾下，金亚东保持着难得的清醒。他认为，越 是行业"内卷"加剧，企业越要回归本质：产品的领先性与不可替代性才是真正的护城河。"如果仅追求 短期利润，忽视创新的根本动力，企业的长期发展必将受到影响。"他坦言，希望将长阳打造成一家"永 续经营的百年老店"，而实现这个目标的前提，就是持续投入创新，追求技术的极致与领先。 在全球制造业竞争日趋激烈、新材料行业迎来战略机遇的当下，长阳科技董事长金亚东在接受中国证券 报记者专访时，展现了其在产业转型期的战略定力。面对公司2025年前三季度业绩的短期波动，他将目 光坚定地投向更远的技术布局与产业未来。 2025年三季报显示，公司正处于转型的关键阶段：前三季度营业收入8.09亿元，归母净利润为-533.70 ...

甬江静水流深，杭州湾潮起澎湃。在中国经济版图上，宁波恰似一位深藏不露的"扫地僧"。乍看低调内敛，细究却尽显硬核实力。 自2018年跻身GDP"万亿俱乐部"以来，宁波经济总量稳步攀升。2025年前三季度宁波实现GDP 1.35万亿元，同比增长5.0%，其中人工智能与机器人产业、 高技术服务业、科技服务业等新兴领域投资分别增长9.3%、41.2%、56.7%，为"十五五"开局筑牢坚实根基。 更值得称道的是，作为中国制造业单项冠军的"摇篮"，宁波共有国家级制造业单项冠军企业119家，连续8年稳居全国第一。"干最好、争第一、不张扬"的 城市底色，叠加深厚的制造底蕴、活跃的民营经济、发达的对外贸易与精准的金融生态，让创新在这片沃土蓬勃生长，让这座"冠军之城"向着"新质之 城"的目标坚定奔跑。 2026年，"十五五"正式启幕。宁波作为长三角制造业重镇和对外开放的重要门户，正以 "冠军之城"的硬核实力、"新质之城"的转型魄力，在"十五五"战略 蓝图中找准定位、全速发力。 图片来源：视觉中国 "冠军之城"实力尽显 作为长三角地区重要的中心城市、现代海洋城市、全国性综合交通枢纽城市，宁波是长三角南翼的重要经济中心，制造业、外贸 ...

在全球制造业竞争日趋激烈、新材料行业迎来战略机遇的当下，长阳科技董事长金亚东在接受中国证券 报记者专访时，展现了其在产业转型期的战略定力。面对公司2025年前三季度业绩的短期波动，他将目 光坚定地投向更远的技术布局与产业未来。 "材料行业是长周期行业，真正的价值不在于一城一池的得失，而在于能否在关键技术节点完成卡 位。"金亚东表示，尽管2025年前三季度业绩承压，但公司毛利率逆势提升至30.58%，第三季度单季净 利率转正至1.13%，释放出企稳信号。在这位兼具科学家素养与企业家智慧的管理者带领下，长阳科技 正从"单项冠军"向"平台型企业"稳步转型。 以技术为根穿越产业周期 金亚东的职业生涯始于海外留学与跨国企业高管的经历，这段"科学家"的底色为他日后执掌长阳科技奠 定了独特的基础。面对科学家追求技术多元性与企业家追求经营增长之间的内在张力，他找到了属于自 己的平衡点——"只要在企业可承受的范围内，研发投入始终是最重要的。"这句朴实的话语，成为他经 营哲学的核心表达。 在当前制造业普遍面临"低端过剩、高端不足"的结构性矛盾下，金亚东保持着难得的清醒。他认为，越 是行业"内卷"加剧，企业越要回归本质：产品的领先 ...

在全球制造业竞争日趋激烈、新材料行业迎来战略机遇的当下，长阳科技董事长金亚东在接受中国证券 报记者专访时，展现了其在产业转型期的战略定力。面对公司2025年前三季度业绩的短期波动，他将目 光坚定地投向更远的技术布局与产业未来。 作为公司近年来重点投入的赛道，固态电池被金亚东视为长阳科技未来十年的增长引擎。早在2021年， 公司就开始布局固态电池材料，是国内较早切入该领域的企业之一。尽管当前行业仍处早期，技术路线 尚未收敛，但金亚东判断，从半固态到全固态的演进是确定性的方向。 "材料行业是长周期行业，真正的价值不在于一城一池的得失，而在于能否在关键技术节点完成卡 位。"金亚东表示，尽管2025年前三季度业绩承压，但公司毛利率逆势提升至30.58%，第三季度单季净 利率转正至1.13%，释放出企稳信号。在这位兼具科学家素养与企业家智慧的管理者带领下，长阳科技 正从"单项冠军"向"平台型企业"稳步转型。 ● 本报记者杨梓岩 以技术为根穿越产业周期 金亚东的职业生涯始于海外留学与跨国企业高管的经历，这段"科学家"的底色为他日后执掌长阳科技奠 定了独特的基础。面对科学家追求技术多元性与企业家追求经营增长之间的内在张力， ...

工商信息显示，信银金投已完成对深圳港华顶信清洁能源有限公司的投资，认缴出资额6442.34万元， 持股比例49%，成为该公司第二大股东。 ● 本报记者 李静 新近开业的股份制银行系金融资产投资公司（AIC），正以市场化债转股为核心工具，成为支持科技创 新的"耐心资本"。自2025年11月开业以来，兴银投资、招银投资、信银金投在短时间内便完成了首批项 目落地，将资金精准引至新能源、新材料等领域。其中，仅兴银投资一家，截至2025年12月31日，累计 投放规模就超60亿元，顺利落地首批10余个投资项目。 聚焦新能源相关领域 兴银投资将资金重点投向半导体、光伏、锂矿、工程塑料等新能源、新材料产业，涵盖福建、广东、上 海、安徽、山东等地科创企业、民营企业。 例如，盛新锂能2025年12月19日晚间发布公告称，公司全资子公司致远锂业通过增资扩股形式引入新的 投资者，兴银投资以5亿元向致远锂业增资。增资完成后，兴银投资持有其25%股权。 值得一提的是，兴银投资在2025年11月16日揭牌当天，就与厦门象屿集团有限公司、恒申控股集团有限 公司、江西赣锋锂业集团股份有限公司、金发科技股份有限公司、国轩高科股份有限公司等12家 ...

在全球制造业竞争日趋激烈、新材料行业迎来战略机遇的当下，长阳科技董事长金亚东在接受中国证券 报记者专访时，展现了其在产业转型期的战略定力。面对公司2025年前三季度业绩的短期波动，他将目 光坚定地投向更远的技术布局与产业未来。 "材料行业是长周期行业，真正的价值不在于一城一池的得失，而在于能否在关键技术节点完成卡 位。"金亚东表示，尽管2025年前三季度业绩承压，但公司毛利率逆势提升至30.58%，第三季度单季净 利率转正至1.13%，释放出企稳信号。在这位兼具科学家素养与企业家智慧的管理者带领下，长阳科技 正从"单项冠军"向"平台型企业"稳步转型。 ● 本报记者 杨梓岩 以技术为根 穿越产业周期 金亚东的职业生涯始于海外留学与跨国企业高管的经历，这段"科学家"的底色为他日后执掌长阳科技奠 定了独特的基础。面对科学家追求技术多元性与企业家追求经营增长之间的内在张力，他找到了属于自 己的平衡点——"只要在企业可承受的范围内，研发投入始终是最重要的。"这句朴实的话语，成为他经 营哲学的核心表达。 在当前制造业普遍面临"低端过剩、高端不足"的结构性矛盾下，金亚东保持着难得的清醒。他认为，越 是行业"内卷"加剧，企业 ...

Core Insights - The demand for high-level, skilled, and composite talents in Shenyang is accelerating due to the ongoing adjustment of the industrial structure, particularly in key industries such as high-end equipment, automotive parts, aerospace, and new-generation information technology [1][2] Group 1: Talent Demand Overview - A total of 266 urgent talent positions have been identified, with nearly 60% concentrated in strategic industry clusters like high-end equipment, integrated circuits, biomedicine, and new-generation information technology [2] - There are 82 five-star urgent positions primarily in integrated circuits, biomedicine, and high-end equipment, indicating significant talent shortages in core technologies and key areas [2] - Four-star positions total 112, covering a wide range of fields including new-generation information technology and aerospace, while three-star positions number 72, focusing on more general vocational skills [2] Group 2: Industry-Specific Talent Needs - The highest demand for positions is in the biomedicine and medical equipment (46 positions), high-end equipment (43 positions), integrated circuits (43 positions), and new-generation information technology (38 positions), all of which are characterized by high technology intensity and innovation [2] - Each industry cluster shows a concentrated demand for specific professional types, with traditional engineering fields like mechanical, electrical, and materials sciences being prominent in manufacturing sectors [3] - The new-generation information technology and integrated circuit clusters have a strong demand for computer science, software engineering, and electronic information professionals, reflecting the technical requirements of digital industry positions [3]

Core Viewpoint - Beijing's new policies aim to enhance the city's pilot testing service capabilities, promoting the integration of technological and industrial innovation through 14 measures, including financial support for new platforms and resource sharing [1][2]. Group 1: Policy Measures - The new policies provide a differentiated support system, offering up to 100 million yuan in subsidies for new pilot testing platforms in leading industries like AI, healthcare, and green technology, with a 35% investment subsidy [2]. - For emerging industries such as new-generation information technology and smart connected vehicles, the subsidy is capped at 50 million yuan with a 25% investment support [2]. - Independent pilot testing platforms will receive higher subsidies of 45% or 35% due to their market-oriented operational advantages [2]. Group 2: Resource Sharing and Efficiency - The policies encourage universities and research institutions to open their pilot testing resources, addressing the "wall" issue that restricts access to these resources [2]. - The initiative supports the establishment of comprehensive public service institutions for pilot testing in key industrial functional areas, promoting collaboration among industry chain leaders [2]. - The inclusion of pilot testing services in the "Capital Science and Technology Innovation Voucher" program allows eligible small and medium-sized enterprises to receive up to 500,000 yuan annually, reducing their R&D costs [2]. Group 3: Future Goals - By 2030, Beijing aims to establish 10 national-level manufacturing pilot testing platforms and 50 municipal-level platforms, forming a robust pilot testing system that supports the cultivation of new productive forces [3].