近日，成都市委办公厅、市政府办公厅印发了《成都市推动县市新城高质量发展实施方案》。其中提 出，增强先进制造业基地承载功能。发挥空间承载等优势，承接先进制造功能性引领性项目，推动装备 制造、先进能源、新型材料产业向简阳市、彭州市、金堂县倾斜布局，打造成都制造业战略增量区域。 运用数智赋能和绿色技术改造提升白酒、家居等传统产业，做强动力电池、智能终端等细分领域，争创 国家级中小企业特色产业集群，提升邛崃市、崇州市先进制造业能级。支持有根企业扩能提质，深化低 效闲置用地、厂房楼宇再开发，持续拓展产业新空间，推动都江堰市、大邑县、蒲江县壮大医药健康、 绿色食品等特色优势产业。支持发展绿色氢能、低空经济、商业航天和算力等新兴产业，争取关键产业 备份项目落地。(人民财讯) ...

Group 1: Confidence in Private Economy - The private economy in China is showing a strong development momentum, with 1.979 million new private enterprises established in Q1 2023, a year-on-year increase of 7.1% [2] - As of the end of May 2023, there are 185 million existing private economic organizations, accounting for 96.76% of total business entities, with a year-on-year growth of 2.3% [2] - Entrepreneurs express confidence in the private economy's future, attributing it to favorable policies and a broad market outlook [2][3] Group 2: Innovation and Transformation - Private enterprises are focusing on innovation to achieve industrial transformation and upgrading, with examples of companies responding to national green development initiatives [4][5] - The importance of passing down entrepreneurial spirit and values from previous generations is emphasized as a key factor for high-quality development [4] - Companies are adapting to technological revolutions and global industrial chain reshaping through innovative practices [5] Group 3: Social Responsibility and National Integration - Private enterprises are seen as a driving force in promoting national development, participating in initiatives like rural revitalization and green transformation [5][6] - Entrepreneurs highlight the significance of aligning corporate development with national strategies and fulfilling social responsibilities [6] - The commitment to serving grassroots healthcare and investing in digital infrastructure reflects the social responsibility of private enterprises [6]

Summary of Conference Call Records Industry or Company Involved - The discussion primarily revolves around the **光通信 (Optical Communication)** industry and its related technologies, including **光模块 (Optical Modules)** and **激光芯片 (Laser Chips)**. Core Points and Arguments 1. **Market Trends and Indices**: The focus is on the **北正五零 (Beijing Stock Exchange 50)** index, which is considered a benchmark for new generation productivity and plays a significant role in IPO activities [1] 2. **Market Sentiment**: There is a noticeable shift in market sentiment, with a warning against chasing high prices as the risk-reward ratio diminishes [2][3] 3. **Performance of 光通信 Sector**: The 光通信 sector is highlighted for its valuation and growth potential, particularly in the context of the ongoing trade war affecting the North American supply chain [4] 4. **Domestic Production Growth**: The rapid pace of domestic production in 光芯片 (Optical Chips) is emphasized, with significant market share gains noted for PRC modules and high-power laser chips [5] 5. **Business Segmentation**: The company’s primary business is in telecommunications, with a smaller focus on data communication, which limits its exposure to AI-driven economic growth [6] 6. **Future Product Launches**: Anticipation for the launch of 300mW CW laser chips in Q4 2025 is noted, indicating a strategic focus on high-performance products [7] 7. **Quarterly Performance**: The first quarter showed a revenue growth of over 40%, with a significant contribution from CW laser products, which have a high gross margin [8] 8. **Market Dynamics**: The discussion includes insights on market dynamics, such as the need for catalysts to drive stock performance and the importance of aligning earnings with market expectations [9][10] 9. **Military and Semiconductor Insights**: There is a mention of military technology and semiconductor sectors, with a focus on potential growth driven by government contracts and AI-related developments [11][12] 10. **Investment Strategy**: The strategy emphasizes identifying certainty and elasticity in investments, particularly in semiconductor and AI sectors, with a cautionary note on market volatility [12][13] Other Important but Possibly Overlooked Content 1. **Pressure Points in the Market**: The concept of pressure zones in stock performance is discussed, indicating potential areas for upward movement [21] 2. **Technological Advancements**: The importance of technological advancements in solid-state batteries and AI applications is highlighted, suggesting a future focus on these areas [13][14] 3. **Investor Sentiment**: The need for investor sentiment to align with performance metrics is emphasized, indicating that market reactions may lag behind actual performance [9][10] 4. **Sector Rotation**: The potential for sector rotation is mentioned, with a focus on how different sectors may perform based on market conditions and technological developments [16][20] This summary encapsulates the key insights and discussions from the conference call, providing a comprehensive overview of the current state and future outlook of the 光通信 industry and related sectors.

Group 1 - The meeting highlighted the broad prospects and significant opportunities for the development of the private economy in the new era, emphasizing the importance of entrepreneurial spirit [1] - Wang Xingxing, CEO of Yushutech, noted that the company has achieved global leadership in high-performance quadruped and humanoid robots, with significant growth in shipments this year compared to last year [1] - Shandong Weiqiao Group has transformed from a small oilseed processing factory to a multinational enterprise with 100,000 employees, successfully relocating over 2 million tons of electrolytic aluminum capacity to Yunnan for a green transition [2] - Beijing Xinghe Power Aerospace Technology Co., Ltd. has completed 19 rocket launches, sending 81 satellites into space, and is capitalizing on the national policy opening up commercial aerospace to private enterprises [2] Group 2 - The current policies are supportive of the private economy, with unprecedented efforts in top-level design and implementation, leading to a brighter future for private enterprises [3] - Entrepreneurs emphasized the importance of integrating corporate development with national strategies and social responsibilities, advocating for innovation and sustainable development [4] - The commitment to nurturing talent and fostering innovation is seen as essential for the sustainable growth of enterprises, aligning business success with national prosperity and societal well-being [4]

企业家精神代际接力 除了人形机器人、商业航天这些前沿领域创业企业代表，与会的民营企业中，也不乏传统制造业企业 和"创二代"代表。 张波介绍，魏桥创业集团起源于山东的一家小型油棉加工厂，经过几十年发展，已经成长为一家拥有10 万名员工的综合性跨国企业，连续入选世界500强。魏桥集团主要业务聚焦纺织和铝业两大传统制造业 板块，目前也在积极向新能源、新材料、汽车轻量化等新兴领域延伸。 他提到，今年6月18日，证监会推出新政，在科创板设立科创成长层，把商业航天纳入第五套标准。"整 个商业航天创业者都感到欢欣鼓舞、特别振奋。"刘百奇说，民营企业在科技创新中发挥的作用越来越 大，商业航天领域有越来越多的民营企业加入，共同推动产业快速发展。 ● 本报记者 杨洁 7月15日，国新办举行"新征程上的奋斗者"中外记者见面会，杭州宇树科技股份有限公司创始人兼首席 执行官王兴兴、山东魏桥创业集团有限公司董事长张波、北京星河动力航天科技股份有限公司创始人兼 董事长刘百奇、内蒙古鄂尔多斯投资控股集团有限公司总裁王臻、九州通医药集团股份有限公司董事长 刘长云五位民营企业家代表出席，分享在各自领域的创新发展故事与时代体悟。 人形机器人应用会 ...

Group 1: Innovation as a Core Driver - Innovation is viewed as the core driving force for enterprise development, with significant breakthroughs achieved in various fields [1][4] - Yu Shu Technology's CEO Wang Xingxing emphasizes the global leadership of their high-performance quadruped and humanoid robot technology, predicting rapid expansion of humanoid robot applications in service, household, and industrial scenarios within 3 to 5 years [1] - Star River Power's Chairman Liu Baiqi reveals the development of the reusable large rocket "Zhishen 2," with a basic payload capacity of 20 tons and a bundled configuration capacity of 60 tons, significantly reducing launch costs through modular combination and reuse technology [1] Group 2: Responsibility and Social Commitment - Traditional manufacturing's green transformation is highlighted as a key responsibility, with Wei Qiao Chuangye's Chairman Zhang Bo discussing the shift of aluminum production to hydropower-rich Yunnan, reducing carbon emissions and promoting regional industrial development [5] - Jiuzhoutong's Chairman Liu Changyun shares the company's commitment to serving grassroots healthcare despite logistical challenges, emphasizing the importance of meeting community medical needs as a corporate social responsibility [5] Group 3: Confidence in Future Development - The five entrepreneurs express strong confidence in the future of China's private economy, citing supportive policies, market potential, and opportunities as foundational elements [6] - Liu Changyun notes the significant growth potential in China's nearly 5 trillion yuan pharmaceutical market, while Liu Baiqi highlights the expected demand for thousands of low-orbit satellites in the next decade [6] - The entrepreneurs advocate for global collaboration in technology advancement, with Wang Xingxing addressing the need for collective efforts in humanoid robot development amidst global challenges [6]

Group 1 - The importance of entrepreneur spirit in promoting medical resources to better serve grassroots healthcare needs is emphasized by the chairman of Jiuzhoutong Pharmaceutical Group, who highlights the need for a sense of responsibility, capability, and a long-term perspective [2] - Jiuzhoutong invests hundreds of millions annually in grassroots service facilities and digitalization, expecting that the grassroots healthcare market will improve with the advancement of the Healthy China strategy [2] - The company has established over 400 modern logistics centers nationwide and employs around 5,000 to 6,000 delivery personnel in remote areas to enhance service delivery [3] Group 2 - The use of digital and artificial intelligence technologies is being leveraged to improve delivery efficiency and service levels in grassroots healthcare [4] - The founder of Hangzhou Yushu Technology expresses confidence in the growth of the private economy, citing favorable policies and rapid technological advancements in the robotics industry [4] - The chairman of Beijing Xinghe Power Aerospace Technology highlights the positive impact of new policies from the China Securities Regulatory Commission on the commercial aerospace sector, fostering optimism among entrepreneurs [5] Group 3 - The president of Inner Mongolia Ordos Investment Holding Group reflects on the strategic positioning of Inner Mongolia and the development of various industries, emphasizing the importance of national policies in supporting private enterprises [5]

Core Viewpoint - The commercial space industry has significant potential for growth, with private companies like Beijing Xinghe Power Aerospace Technology Co., Ltd. leading the way in satellite launch services [1][2]. Group 1: Company Overview - Beijing Xinghe Power Aerospace Technology Co., Ltd. operates a business model that involves launching customer satellites into space using its own rockets, akin to a "delivery service" for space [1]. - The company has completed 19 rocket launch missions, successfully sending 81 satellites into space, making it the private rocket company with the highest number of launches and success rate in China [1]. Group 2: Market Potential - There is an anticipated demand for several thousand low-orbit satellites to be launched into space over the next decade, creating a substantial market for rocket transportation services [1]. - The company is developing multiple series and models of launch vehicles to meet this growing market demand, with capabilities ranging from hundreds of kilograms to several tons [1]. Group 3: Industry Environment - The Chinese government has implemented policies since 2014 to encourage private capital and social forces to engage in aerospace research and production, significantly supporting the development of the commercial space sector [2]. - The increasing emphasis on the development of the private economy and the optimization of the policy environment are creating vast opportunities for private enterprises in the commercial space industry [2].

Group 1 - The conference featured five prominent private entrepreneurs from various industries, including robotics, traditional manufacturing, commercial aerospace, and pharmaceutical distribution [1][2] - Wang Xingxing, the only post-90s entrepreneur present, discussed the technological development and commercialization of humanoid robots, predicting accelerated application in various sectors over the next 3-5 years [4][5] - Zhang Bo emphasized the importance of inheriting entrepreneurial spirit from previous generations, highlighting the need for young managers to remember their original intentions [7][8] Group 2 - Wang Zhen expressed the need for innovation to achieve high-quality development in the cashmere industry, which is currently undergoing significant transformation [9][10] - Liu Baiqi shared the excitement surrounding the commercial aerospace sector, noting the increasing participation of private enterprises and the supportive policy environment for innovation [11][12] - Liu Changyun highlighted the potential of the pharmaceutical market in China, which is nearing a scale of 5 trillion, and the role of digitalization and AI in reshaping the industry [13][14]

Group 1: Event Overview - The event featured five prominent private entrepreneurs from various industries, including robotics, traditional manufacturing, commercial aerospace, and pharmaceutical distribution [1][2] - The meeting was organized by the State Council Information Office and aimed to discuss the contributions of these entrepreneurs in their respective fields [1] Group 2: Robotics Industry Insights - Wang Xingxing, CEO of Yushu Technology, emphasized that humanoid robots will accelerate their application across various sectors in the next 3-5 years, including service, industrial, and disaster rescue scenarios [6] - Yushu Technology has seen a significant increase in robot shipments this year compared to last year, reflecting a rapid growth trend in the robotics industry [6] Group 3: Traditional Manufacturing Perspectives - Zhang Bo, chairman of Weiqiao Chuangye Group, highlighted the importance of inheriting entrepreneurial spirit from previous generations, focusing on the need for young managers to remember their original intentions [8] - Wang Zhen, president of Ordos Investment Holding Group, discussed the challenges and opportunities in the cashmere industry, advocating for innovation and systematic upgrades to achieve high-quality development [9] Group 4: Commercial Aerospace Developments - Liu Baiqi, founder of Xinghe Power, expressed excitement about the rapid development of the commercial aerospace sector, noting the successful launch of the first privately developed rocket that placed a commercial satellite into orbit [10] - The establishment of a new growth tier in the Sci-Tech Innovation Board by the China Securities Regulatory Commission is seen as a positive step for the commercial aerospace industry, encouraging more private enterprises to participate [10] Group 5: Pharmaceutical Market Potential - Liu Changyun, chairman of Jiuzhoutong Pharmaceutical Group, stated that the pharmaceutical market in China is nearing a scale of 5 trillion yuan, with potential for further expansion driven by health consumption upgrades [11] - The integration of digitalization and artificial intelligence is reshaping the pharmaceutical industry, with a focus on technology-driven transformation as key to building new productive forces and core competitiveness [11]