"第二经济大省"江苏今年经济总量将再上一个万亿元台阶。12月11日，江苏"十五五"规划建议发布。在 总结"十四五"时期发展成就时，建议表示，江苏"经济实力显著提升，全省地区生产总值预计突破14万 亿元"。 此前一天，在江苏省政府新闻办举行的发布会上，江苏省发改委副主任林康也透露，过去五年，江苏地 区生产总值连跨3个万亿元台阶，今年有信心突破14万亿元。"'十四五'时期，江苏综合实力跃上新台 阶，13个设区市全部跻身全国百强，万亿级城市增至5座。" 要实现这四大"提升"，前提依然是自身经济发展。江苏特别提到，把坚守实体经济、构建现代化产业体 系作为强省之要。 作为第一制造大省，2024年江苏制造业增加值4.63万亿元，连续4年稳居全国首位，占GDP比重达 33.8%。不过江苏也坦言，自身还面临"新旧动能转换任务艰巨"等挑战。 为此，江苏一方面要支持冶金、化工、轻工、纺织、机械、船舶海工、建材等产业锻长板，加快向价值 链中高端迈进；另一方面，要增强新一代信息技术、新能源、新材料、生物医药、高端装备等产业优 势，培育航空航天、低空经济等增长新引擎；此外，还要加快壮大第三代半导体、氢能、生物制造等成 长型未来产业，推 ...

Core Insights - The Jiangsu Provincial Committee has officially released recommendations for the 15th Five-Year Plan, emphasizing the enhancement of strategic emerging industries such as new generation information technology, new energy, new materials, biomedicine, and high-end equipment [1][2] Group 1: Industry Development - The plan aims to cultivate new growth engines in aerospace and low-altitude economy while maintaining a strong manufacturing sector [2] - It emphasizes the need for traditional industries to upgrade and for the development of strategic emerging industries, ensuring a balanced approach [2] - The focus is on high-quality development of key industrial chains and strengthening traditional industries like metallurgy, chemicals, textiles, and machinery [2] Group 2: Technological Innovation - The recommendations call for significant breakthroughs in core technologies in fields such as integrated circuits, high-end instruments, and biomanufacturing [4] - There is a push for a comprehensive innovation system that integrates technology and industry, with a focus on establishing a network of laboratories to support research and development [4] Group 3: Digital Economy - The plan includes initiatives to deepen the development of a digital economy, aiming to create a national digital economy innovation development pilot zone [5] - It emphasizes the importance of artificial intelligence and its integration into various sectors, promoting a comprehensive digital transformation [5] Group 4: International Cooperation - The recommendations advocate for high-level openness and the establishment of a two-way open hub to enhance international cooperation and resource allocation [7] - There is a focus on expanding trade and investment, promoting new business models, and enhancing the service system for foreign investment [8] Group 5: Future Industries - The plan encourages the exploration of future industries such as third-generation semiconductors, hydrogen energy, and quantum technology, aiming to transform these into productive forces [3] - It highlights the need for innovative regulatory approaches and investment mechanisms to support the growth of these industries [3]

英文名称：Metallurgy \ Litmash \ Wire \ Tube 展会时间：2026年05月26-28日 举办地点：俄罗斯莫斯科 迪米尔亚泽夫展览中心(TIMIRYAZEV CENTRE) 举办周期：一年一届 2026年俄罗斯国际线材、管材冶金展览会 展会名称：2026年俄罗斯国线材、管材冶金展览会 2025年展会吸引了来自10个国家的600多家展商，展出面积达到20000平方米，有来自全球各个国家和地区的约10000名专业观众前来观展和寻找合作伙伴。 线缆（含光缆）加工与制造机械、设备与材料，弹簧与紧固件加工与制造机械，焊接技术与设备，电线电缆、光纤光缆制品与配件、接插件、辅助器材，线 缆相关领域产品，测控技术与产品，等等。 冶金原材料；冶炼设备等。 俄罗斯国际线材、管材、冶金展览会始办于2007年，冶金及管材部分一年一届；线材部分两年一届。该展会原属于杜塞尔多夫展览公司旗下系列冶金、管 材、线材展会之一。该系列展在管线及冶金领域深受好评，参与者众多。 2023年开始，该展会由俄罗斯线材以及管材冶金协会独立主办，基于国际形势原因，俄罗斯采购商将目光投向中国市场，是抢占俄罗斯市场的好时机。 TU ...

每经AI快讯，包钢股份（SH 600010，收盘价：2.4元）12月10日晚间发布公告称，公司第七届第四十次 董事会会议于2025年12月10日以通讯表决的方式召开。会议审议了《关于调整公司董事的议案》等文 件。 （记者 曾健辉） 截至发稿，包钢股份市值为1087亿元。 每经头条（nbdtoutiao）——白金信用卡权益大缩水：贵宾厅限次、酒店减量⋯⋯银行吐槽没赚头，"羊 毛党"薅了个寂寞 2024年1至12月份，包钢股份的营业收入构成为：冶金行业占比100.0%。 ...

Group 1: Economic Highlights - In November, production showed signs of weak improvement, with the manufacturing PMI rising 0.2 percentage points to 49.2%[1] - Industrial added value growth is expected to remain stable at 4.9%[1] - Exports rebounded to 5.9% in November, supported by an increase in working days and a reduction in production overhang effects[1] Group 2: Investment and Consumption Insights - Investment pressures may ease as the impact of debt repayment on investment diminishes, with construction investment remaining at -16% in October[2] - Service consumption is expected to improve due to the promotion of autumn holidays, despite a decline in "trade-in" programs[1] - Retail sales growth is projected at 2.7%[1] Group 3: Challenges and Risks - Manufacturing investment remains constrained by companies accelerating debt repayments, with accounts receivable growth dropping to 5.2%[2] - Real estate investment and sales are likely to decline further, with November housing sales down 33.1% year-on-year[2] - The "anti-involution" policy's slow progress in the manufacturing sector keeps cost rates at historically high levels, negatively impacting profits[2] Group 4: Inflation and Price Trends - November inflation indicators are expected to show improvement, with CPI projected to rise to 0.7% year-on-year[3] - PPI is anticipated to recover slightly to around -2% due to ongoing price pressures from upstream commodities[3] - Core CPI may see limited improvement due to the lagging effects of the "anti-involution" policy on downstream prices[3]

"4"是突出做强做优，推动四个新兴产业成为新引擎、新支柱。生物医药产业，巩固提升化学药和现代 中药优势，培育壮大生物药、高端医疗器械，打造国内生物医药产业创新高地。新能源产业，打 造"风、光、锂、氢"全产业链条，壮大新型电池产业规模，加快技术迭代升级，推动行业由规模优势向 质量效益转型。新材料产业，重点发展新型无机非金属、新一代信息技术材料、先进化工材料、高端金 属材料等领域，更好满足重大战略及工程需求。航空航天产业，构建"机、箭、星、站"全产业链，提升 大飞机本地配套率，加快发展低空装备和商业航天，打造航空航天产业聚集区。 "同时，我们一方面加快冶金、轻纺等传统产业转型升级，加速结构调整和新品研发，打造消费名品方 阵；另一方面加速布局未来产业，聚焦未来制造、未来信息、生命科学、新型能源、未来材料、空天深 海六大领域，抢占新赛道、开拓新蓝海、塑造新优势。"夏青林说。(完) （文章来源：中国新闻网） 中新网天津12月9日电(记者周亚强)天津市政府新闻办9日举行高质量完成"十四五"规划系列主题新闻发 布会——市工业和信息化局专场。天津市工业和信息化局局长夏青林表示，面向"十五五"，天津将立足 全国先进制造研发基地 ...

Core Viewpoint - The announcement highlights the signing of a construction contract between Jiaxing Lanjun and Fujian Qingtou for a project involving the renovation of a factory area dedicated to lithium-ion battery cell and module production, which is crucial for the company's capacity layout strategy [1] Group 1: Project Details - The project involves the construction of a new production facility with an annual capacity of 45 GWh for lithium-ion battery cells and modules [1] - The specific focus of the contract is on the renovation of the 1 factory area, including the 10-axis to 16-axis and A-axis to ES-axis sections, particularly the steel structure components [1] Group 2: Contractor Information - Fujian Qingtou, the contractor selected through a rigorous bidding process, has over 20 years of experience in manufacturing and installing metallurgical equipment and steel structures, making it a competitive choice among qualified bidders [1] - Fujian Qingtou is associated with the Qingshan Group, the world's largest stainless steel and nickel producer, which ranked 247th on the Fortune Global 500 list in 2025 [1] Group 3: Strategic Importance - The project is deemed a key component for the company's strategic capacity layout, emphasizing the importance of engineering quality, construction timelines, and supply chain stability [1] - The technical expertise, quality assurance, cost-effectiveness, and professional engineering services provided by Fujian Qingtou are expected to meet the project's high standards [1]

21世纪经济报道记者曹恩惠广州报道 12月5日，由南方财经全媒体集团主办，21世纪数字传媒承办的南方财经论坛"21世纪卓越董事会年会"在广州南方财经大厦盛大 召开。本次年会以"新蓝图，新机遇"为主题，并发布了《领航未来——新质服务标杆案例集》。 存量经济与增量经济齐增长、效率与质量要求共提升，催生出了新质服务，其具备三大特征——新动能：通过信息技术、人工 智能、大数据、云计算等创新性生产要素激活服务新动能；新生态：依托合作伙伴生态圈，实现多维度覆盖和协同赋能；新范 式：推动产业深度融合，构建经济与社会价值协同发展的服务新模式。 新质服务的诞生，离不开新质生产力的发展。新质生产力的概念最早出现在2023年9月，经过近两年的发展，迅速体系化。而前 不久发布的《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》则提出，坚持高质量发展，因地制宜发展新质 生产力。此外，2025年初国家发展改革委、财政部联合发布《关于2025年加力扩围实施大规模设备更新和消费品以旧换新政策 的通知》，标志着"两新"政策(大规模设备更新和消费品以旧换新)进入全面深化阶段，也为新质服务的需求增长提供了政策支 撑。 在此背景之下，由2 ...

Core Viewpoint - The spring market rally may occur earlier this year due to various catalysts and the late timing of the Spring Festival, with a shift in market focus from large-cap value stocks to small-cap growth stocks, particularly in the AI application sector [1][8]. Group 1: Spring Rally Dynamics - Historical patterns indicate that spring rallies are more likely when the market is in a state of speculation, particularly when there are divergences in the DDM three-factor model [2][9]. - The current economic environment is characterized by moderate recovery, making a spring rally a high-probability event under speculative conditions [2][9]. - The late timing of the Spring Festival this year may lead to earlier market movements influenced by policy changes, economic data, and risk events, similar to trends observed in 2013 and 2018 [2][9]. Group 2: Five-Year Planning Impact - The release of five-year planning proposals historically correlates with stronger spring rallies, as seen in the aftermath of proposals in 2010, 2015, and 2020 [3][11]. - The current proposal emphasizes a shift towards growth styles following the initial dominance of value styles, reflecting a broader trend observed in previous five-year plans [3][11]. - Key sectors highlighted in the five-year plans, such as high-end manufacturing, energy construction, and new technologies, tend to perform well during spring rallies [4][12]. Group 3: Strategic Focus of the 15th Five-Year Plan - The 15th Five-Year Plan focuses on optimizing traditional industries, expanding emerging industries, and forward-looking layouts for future industries, particularly in AI and technology [5][13]. - The plan prioritizes the construction of a modern industrial system, high-level opening up, and improving people's livelihoods, which are expected to drive economic growth [6][13]. - Specific sectors such as quantum technology, biotechnology, and renewable energy are identified as future growth points, aligning with global trends in technology and innovation [6][14]. Group 4: Investment Opportunities - The upcoming spring rally is expected to favor sectors related to technology trends, such as AI applications and consumer electronics, which have shown signs of stagnation [7][14]. - High-demand sectors like semiconductors, energy storage, and wind power are anticipated to benefit from the rally [7][14]. - The market is advised to pay attention to low-positioned technology sectors, including robotics and innovative pharmaceuticals, which may have rotation potential [7][14].

Economic Performance - Shandong Province achieved a GDP of 98,565.8 billion yuan in 2024, growing by 5.7% year-on-year, maintaining its position as the third-largest economy in China[2] - In the first three quarters of 2025, the GDP reached 77,115.0 billion yuan, with a year-on-year growth of 5.6%, surpassing the national average by 0.4 percentage points[2] - The province's industrial investment helped mitigate the negative impact of declining real estate investment, contributing to overall investment growth[2] Fiscal Strength - In 2024, Shandong's general public budget revenue was 7,711.74 billion yuan, a 3.3% increase from the previous year, ranking fifth nationally[4] - The tax ratio was 65.35%, down 4.7 percentage points from the previous year, placing it 13th among provinces[4] - Government fund budget revenue fell to 4,832.12 billion yuan in 2024, a decrease of 1.9% due to declining land transaction prices[4] Debt Situation - By the end of 2024, Shandong's government debt reached 28,428.81 billion yuan, an 18.9% increase from 2023, ranking second nationally[7] - The debt-to-budget revenue ratio was 4.46 times, indicating a moderate level of risk compared to other provinces[7] - The debt growth was concentrated in larger cities, with Qingdao and Jinan having the highest debt levels at 4,382.57 billion yuan and 3,770.56 billion yuan, respectively[8] City-Level Analysis - Qingdao, Jinan, and Yantai led the provincial economy with GDPs of 16,719.46 billion yuan, 13,527.60 billion yuan, and 10,782.83 billion yuan, respectively, accounting for 41.6% of the province's total GDP[3] - Most cities experienced a slowdown in economic growth, with the average growth rate around 5% to 7%[3] - In 2024, the general public budget revenue for Qingdao and Jinan was 1,339.26 billion yuan and 1,083.05 billion yuan, respectively, showing a clear leading advantage[5]