Core Viewpoint - The article emphasizes the development and transformation of the Central Plains region, particularly Zhengzhou, focusing on industrial innovation, urban integration, and cultural consumption to drive economic growth and improve quality of life [3][10][22]. Industrial Development - The Central Plains region is enhancing its industrial base by promoting smart manufacturing and digital transformation, with a focus on key sectors such as artificial intelligence, new materials, and low-carbon technologies [5][7]. - In 2025, the region aims to establish a comprehensive development system that integrates application research, enterprise incubation, and results transformation, with a projected industrial investment growth of 11.23% year-on-year [7][9]. - The number of technology service enterprises reached 9,156, with a revenue growth of 25.8% in the first three quarters [7][9]. Urban Integration - The strategy of "one area, multiple parks" is being implemented to enhance urban and industrial integration, leading to efficient resource utilization and increased investment ratios [11][14]. - The region has developed 57 operational industrial carriers, with over 16,000 enterprises registered, contributing 12.92 billion yuan in district-level tax revenue, accounting for 37.35% of the total [13][14]. Investment Attraction - The Central Plains region is actively improving its business environment to attract investments, with new projects signed totaling 48.6 billion yuan and an expected completion of 31.1 billion yuan in new construction projects [18][19]. - The region has successfully attracted high-profile enterprises and talents, enhancing its economic dynamism and fostering a robust investment landscape [19][21]. Cultural and Consumption Development - The region is leveraging cultural and sports events to enhance consumer engagement, hosting over 900 major events and generating significant economic activity [23][25]. - Initiatives to integrate cultural, tourism, and sports sectors are being promoted to transform transient visitors into regular consumers, thereby boosting local economic growth [25][27]. Smart Governance - The Central Plains region is adopting smart governance practices, utilizing data and technology to enhance service delivery and community engagement [28][32]. - A comprehensive data-sharing system has been established, facilitating efficient management and responsive governance to meet community needs [32][29].

Core Insights - Strategic emerging industries are key for enterprises to explore new business growth points and cultivate new productive forces. Central enterprises have been actively transforming and upgrading their industries through initiatives like "Industry Renewal" and "Future Navigation," expanding into emerging fields and accelerating their layout in new tracks. By 2024, the revenue share of strategic emerging industries for central enterprises is approaching 30% [1][15]. Group 1: Overview of Central Enterprises' Strategic Emerging Industries - Central enterprises' A-share listed companies are becoming core drivers for the development of strategic emerging businesses, leveraging their capital platform advantages [1][15]. - A total of 402 central enterprises' A-share listed companies were analyzed, with 64% involved in strategic emerging industries, indicating a significant engagement in these sectors [30]. - The distribution of these enterprises is concentrated in new generation information technology, new materials, high-end equipment manufacturing, and renewable energy sectors [30][25]. Group 2: Industry Analysis and Performance - Nearly 80% of strategic emerging enterprises are found in new generation information technology, new materials, high-end equipment manufacturing, and renewable energy sectors, with significant profitability in these areas [25][28]. - The research indicates that central enterprises in strategic emerging industries contribute 26% of total revenue and 3% of total profit, with new generation information technology and renewable energy showing strong performance [38][39]. - The return on equity (ROE) for sectors like renewable energy (7.53%), marine equipment (5.76%), and new energy vehicles (5.04%) is above the average level of central enterprises (3.33%) [43][44]. Group 3: Strategic Insights and Recommendations - The report aims to provide practical references and thought support for state-owned enterprises in their layout within strategic emerging industries, focusing on the dynamic evolution, mechanisms, and path choices of different industry enterprises [1][15]. - The analysis includes a systematic extraction of strategic positioning, business layout models, and implementation paths, offering methodologies and practical tools for state-owned enterprises to identify opportunities and optimize strategies [18][23].

（编辑 姚尧） 证券日报网2月1日讯 ，隆华科技在接受调研者提问时表示，兆恒科技二期扩产计划目前已进入规划后 期，接近收尾阶段，预计2026年将在适当时机启动项目建设工作。本次扩产项目全称为"碳基吸波隐身 材料及功能结构复合材料部件产业化项目"，并非对原有PMI泡沫产能的简单扩张。公司现有PMI泡沫产 能设计规模为2万至4万立方米，由于材料密度存在一定波动，具体产能无法按固定立方数精确核算。目 前，公司PMI泡沫部分生产环节已出现产能紧张情况，为有效满足下游市场日益增长的需求，在集团公 司的支持下，自2025年起，公司已针对性地对关键生产工序进行设备增补，逐步缓解局部产能瓶颈问 题。本次扩产规划是基于公司"一体两翼"发展战略制定的，主要面向未来吸波隐身材料及工程复合材料 等领域的市场需求，进行针对性的产能布局，为公司相关业务的持续发展提供产能支撑。 ...

（编辑 姚尧） 证券日报网2月1日讯 ，隆华科技在接受调研者提问时表示，在吸波隐身电磁屏蔽材料领域，公司目前 主推的EPMI产品经过持续研发迭代，产品成熟度已显著提升。公司研发此类材料，核心是为响应下游 客户对材料轻量化与雷达波吸收性能的双重需求。其中，吸收剂体系的构建是研发工作的核心，公司自 主开发的碳基复合体系吸收剂，具备独特的技术优势。公司自主研发的吸收剂体系适配性较强，可与 PMI泡沫、PVC泡沫等多种基材结合。依托公司在后端材料复合与成型工艺方面的成熟技术，未来有望 进一步拓展产品品类，形成系列化的电磁波吸收与屏蔽材料矩阵。在下游应用领域，EPMI与EPVC材料 目前均主要聚焦于装备领域，涵盖地面装备与航空航天装备，其中EPVC材料更侧重于多型号地面装备 的关键部位应用。此外，该类材料具备广阔的民用潜力，公司计划在合适的时机，推进其在民用市场的 产品推广工作。 ...

证券代码：300263 证券简称：隆华科技 答：公司于近期发布 2025 年业绩预告，预计全年业绩同比增长 40%-80%， 这一数据充分反映出公司第四季度经营状况实现显著改善。过去公司业绩 出现波动，一定程度上受计提减值等因素影响，2025 年公司重点推进财务 结构优化调整，取得了明显成效：公司此前存续的 8 亿元规模可转债已全 部完成转股，有效化解了大额未来财务费用压力。该笔财务费用虽不影响 公司现金流，但对合并报表利润存在一定影响，此次可转债全部转股，显 著优化了公司财务表现。目前，公司资产负债率已降至较低水平，整体财 务结构趋于稳健，财务健康度得到大幅提升。 未来，公司将持续加强财务管理工作，努力使经营业绩更贴合市场预期， 着力减少业绩大幅波动情况。例如，针对计提减值相关事项，公司将进一 步强化过程管理，在发现相关减值迹象时，及时开展评估工作，并将减值 金额适度分摊至各报告期，确保业绩表现的平稳性，这也是公司财务工作 后续持续努力的核心方向。 隆华科技集团（洛阳）股份有限公司 投资者关系活动记录表 1 编号：2026－001 投资者关系活动 类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 ...

广西云-《广西日报》讯（记者罗昌亮 陈贻泽）1月30日，自治区党委书记、自治区人大常委会主任陈 刚在南宁会见中国工程院院士、国家新材料专家咨询委员会主任干勇一行。 陈刚代表自治区党委、政府对干勇院士、专家和企业家一行来桂商谈合作表示欢迎。陈刚表示，广西正 深入贯彻落实习近平总书记关于广西工作论述的重要要求，抢抓国家实施人工智能能力建设普惠计划、 高水平共建西部陆海新通道等重大机遇，持续扩大对内对外开放，主动拥抱人工智能时代，协力构 建"北上广研发+广西集成+东盟应用"发展路径，加强与东盟国家的人工智能合作，推动人工智能赋能 千行百业，科学谋划推进"十五五"发展，因地制宜发展新质生产力，积极构建以制造业十大产业为支柱 的现代化产业体系，加快推动高质量发展。希望院士专家、企业家发挥各自优势，紧密结合广西钢铁、 有色金属、新材料等产业基础和发展需求，在产业布局、创新平台建设、重大战略咨询、技术攻关、科 研成果转化等方面加强务实合作，携手开拓东盟市场，实现互利共赢、共同发展。 干勇和有关专家、企业负责人介绍了相关材料产业发展和合作工作思路。大家表示，广西作为我国面向 东盟开放合作的"桥头堡"，产业基础扎实，应用场景丰 ...

在"十四五"即将圆满收官、"十五五"征程就要开启的重要历史节点上，省委十一届九次全会在昆明举 行。会议审议通过了《中共云南省委关于制定云南省国民经济和社会发展第十五个五年规划的建议》， 紧紧围绕"一个跨越""三个定位""开创发展新局面"这一总纲，系统谋划云南未来五年发展，是全省经济 社会高质量发展的指导性文件。全会的召开，明确了"十五五"时期云南经济社会发展重点任务，对扎实 推进中国式现代化云南实践具有重大而深远的意义。 必须在强化科技赋能引领上下功夫，推动云南产业向"新"升级。立足云南发展不平衡不充分问题突出实 际，面对困扰高质量跨越式发展诸多堵点卡点，如产业基础比较薄弱、新旧动能接续转换不畅、科技创 新支撑不足，等等，要想加快推进云南产业转型升级，就必须实施好科教兴滇、人才强滇、创新驱动发 展战略，坚持以科技赋能行动为牵引，因地制宜发展新质生产力，以高质量科技供给支撑云南高质量跨 越式发展；就必须加快推动科技创新与产业创新深度融合，将最新科技创新成果运用到具体产业和产业 链上，推动云南产业向"新"升级、向"新"而行。《建议》立足云南科研实际与特色优势，就强化科技赋 能引领、加快创新云南建设作了全面部署，一 ...

"9万斤小麦顺利入库，既保住了企业财产，也维护了我们的权益，多亏了多方联动调解。"2025年7月， 明光市某企业与职工的纠纷在市综治中心牵头下，由法院、公证处等多方协作圆满化解，避免了小麦霉 变造成的巨额损失。这起事件的成功处置，彰显了滁州"一站式"解纷体系的强大效能。 滁州市持续深 化商会人民调解，在全省率先实现市、县商会人民调解组织全覆盖，广泛吸纳熟悉相关法律法规、调解 能力强的退休政法干警、行业专家、工会代表、律师等人员加入商会人民调解员队伍，动态充实商会调 解员力量，为民营企业纠纷化解提供全流程、"一站式"服务。在民营企业集中的乡镇街道延伸设置"无 讼e站"调解点16个，采取线上+线下调解模式，有效提高涉企纠纷化解效率、降低企业诉讼成本。2025 年以来，共接待咨询5.8万余人次，实质化解各类涉企矛盾纠纷9256件。 针对劳资纠纷的不同情形，南 谯区坚持实施分类调解，从"统一处置"转变为"精准施策"，搭建起纠纷化解"缓冲带"，有力保障劳动者 合法权益，助力企业规范经营、轻装上阵，实现劳资关系和谐与企业发展多赢。 "通过构建'分层分 类、靶向化解'的调解体系，我们进一步减少执法对企业正常经营的干扰，降低 ...

Core Viewpoint - Gansu province is accelerating its high-quality development during the "14th Five-Year Plan" period through strategic determination, reform innovation, and open collaboration, aiming to write a chapter of Chinese-style modernization for Gansu [1]. Group 1: Industrial Development - Gansu is focusing on becoming a strong industrial province by enhancing leading enterprises, supplementing industrial chains, and clustering industries [4]. - The province is implementing 1,424 "three transformations" projects to upgrade key industrial chains under the "14+1" framework [4]. - Gansu is creating advanced manufacturing clusters, including the Jinbailanwu non-ferrous metals cluster and two national advanced manufacturing clusters in Baohan and Tian [4]. Group 2: Industry Growth Metrics - The annual growth rate of the non-ferrous metallurgy industry value added is 17.8% [6]. - The petrochemical industry has an annual growth rate of 4.8% [6]. - The equipment manufacturing industry shows an annual growth rate of 9.9% [6]. - The new materials industry has seen a remarkable growth of 195.6% in output value [6]. - The biopharmaceutical industry has an output value growth of 83.5% [6]. - The traditional Chinese medicine industry reached an output value of 1,109 billion [6]. - The new energy and new energy equipment manufacturing industry achieved an output value of 1,006.6 billion [6]. Group 3: Innovation and Technology - Gansu has optimized and restructured 14 national key laboratories and established 13 enterprise innovation alliances [7]. - The annual growth rate of technology contract transaction value is 20.85% [7]. - Five new national champion enterprises and 1,003 specialized and innovative small and medium-sized enterprises have been added, with three enterprises listed on the main board and five on the "New Third Board" [7]. - Ten enterprises have entered the "China Hidden Unicorn 500" list [7]. - Huatiandian's integrated circuit packaging and testing scale ranks third in China [7]. - The heavy ion cancer treatment system has become a "national key device" [7]. - Gansu has built the world's first "needle-based molten salt experimental reactor" in Wuwei [7]. Group 4: Resource Production Growth - Gold production has increased by 544.4% [9]. - Silver production has grown by 199.2% [9]. - Refined copper production has risen by 110.9% [9]. - Coal production has increased by 71.5% [9]. - Crude oil production has grown by 31.2% [9]. - Natural gas production has surged by 141% [9]. Group 5: Economic Growth Projections - The province's GDP is expected to grow at an annual rate of over 5% [11]. - Labor productivity is projected to increase by an annual rate of 5% [11]. - Gansu aims to build a modern industrial system with unique advantages, targeting four national advanced manufacturing clusters and six trillion-level industrial clusters [11].

Core Insights - The "Zhu Jing Tong" investment sharing platform held its first offline project roadshow in 2026, focusing on addressing homogenized competition, optimizing the business environment, and innovating investment attraction models [1] Group 1: Platform Performance - Since its launch, the "Zhu Jing Tong" platform has significantly improved investment service efficiency, hosting 12 online and offline investment recommendation events in 2025, attracting 236 government units [1] - The platform has facilitated the establishment of 19 projects nationwide, with a total investment amount of 16.98 billion yuan [1] Group 2: Government and Institutional Support - The platform has received high recognition from various government agencies, including the National Administration for the Management of State Affairs and local government offices [1] - The Hangzhou Municipal Government's representative emphasized the platform's role in enhancing industry services and investment cooperation, while also expanding channels for collaboration between Beijing and Hangzhou [1] Group 3: Project Diversity - Eleven projects from cities such as Beijing, Shanghai, Zhejiang, Shenzhen, and Hefei were presented during the roadshow, covering sectors like new materials, biomedicine, new energy vehicles, unmanned logistics, and digital cultural performances [1] Group 4: Collaborative Mechanisms - The platform fosters a collaborative environment among national institutions, enabling mutual information sharing and resource exchange [2] - The Hangzhou Municipal Government's office is leveraging its strengths in big data and artificial intelligence to create broader platforms for project exchanges and negotiations [2] Group 5: Strategic Positioning - The "Zhu Jing Tong" platform is seen as a "navigation tool" for cities to identify their unique positioning, aligning resource-rich cities with energy powerhouses and tech-focused cities with scientific innovation [2] - The platform promotes a comprehensive service ecosystem that integrates central and local government efforts, regional collaboration, and resource aggregation, marking a shift from policy competition to ecological competition [2]