6月8日是世界海洋日，《2025中国海洋经济发展指数》《2024年中国海洋生态预警监测公报》等发布， 我国海洋生产总值去年首次突破10万亿元。近年来，我国统筹安排海洋开发利用活动，推动海洋事业发 展，构建人海和谐的海洋生态环境。 6月8日，以"保护海洋生态系统人与自然和谐共生"为主题的2025年世界海洋日暨全国海洋宣传日主场活 动在海南省海口市举行。记者从活动现场获悉：2024年我国海洋生产总值首次突破10万亿元，比上年增 长5.9%。重点监测行业中海洋经济活动单位数量比上年增长6.0%。 海洋经济发展势头强劲，海洋产业结构进一步优化 广东发展"海上绿电""海上装备"，海洋新兴产业增加值达411亿元，同比增长8.3%；浙江推动海域立体 分层利用，累计审批海域立体设权项目180个、面积约16.5万亩，实现企业经济效益增加、海洋资源增 值与海洋生态保护"三赢"；山东推动高能级创新平台加速集聚，成立现代海洋产才融合发展创新联盟， 激发海洋科研人员创新活力……各地加大探索，推动海洋经济发展。 自然资源部在活动现场发布《2025中国海洋经济发展指数》。这是对2024年度中国海洋经济发展状况的 综合量化评估，涵盖发展规模 ...

Core Viewpoint - The report highlights the continuous optimization of the marine industry structure in Guangdong, showcasing significant growth in marine economic contributions and advancements in ecological protection efforts [2][3][4]. Group 1: Marine Economic Development - In 2024, Guangdong's marine production value is projected to reach 20,022.5 billion yuan, representing a nominal growth of 5.4% year-on-year, contributing 14.1% to the regional GDP and 19.0% to the national marine GDP [2]. - The contribution rate of the marine economy to regional nominal growth is 27.3%, boosting the regional economic growth by 0.7 percentage points [2]. - The three major marine industries are on the rise, with a structure ratio of 3.4:31.0:65.6, and the marine manufacturing sector's added value exceeding 500 billion yuan [2]. Group 2: Innovation and Technology - Since 2018, Guangdong has allocated 2 billion yuan in fiscal funds to support six major marine industries, resulting in 315 innovative projects and overcoming 280 key technologies [3]. - The province has achieved 25 domestic technology breakthroughs and 20 internationally leading technologies, generating new products and devices with 215 independent intellectual properties, contributing approximately 21.8 billion yuan to the industry output [3]. Group 3: Ecological Protection - Guangdong has designated 50,800 square kilometers for ecological protection and has implemented five major marine ecological restoration projects, successfully rehabilitating over 160 kilometers of coastline and 56 square kilometers of coastal wetlands [3]. - The province has established 124 marine natural protected areas covering 3,900 square kilometers, with 90.6% of nearshore waters maintaining good water quality [3]. Group 4: Economic Index and Quality Development - The Guangdong Marine Economic Development Index averaged an annual growth rate of 1.4% from 2016 to 2024, with the index reaching 113.6 in 2024, a 1.2% increase from the previous year [4]. - The province is committed to advancing marine economic development amidst external pressures and internal challenges, focusing on high-quality growth [4].

超八成为科创企业 刚刚过去的5月份，沪深北交易所共受理16家企业的上市申请，不仅创下年内单月受理数量新高，还超 过前4个月受理数量的总和，引起市场热议。 实际上，无论是从今年还是从5月份单月来看，受理上市申请的企业都以科创企业为主。据沪深北交易 所官网数据统计，截至6月6日，今年以来，交易所共受理29家企业上市申请，计划募资合计441.8亿 元。其中，有25家为科创企业，占比86.21%，超过八成，拟登陆科创板、创业板、北交所的分别有4 家、2家和19家。而5月份受理的16家企业中，有科创企业13家，占比亦超过八成。 6月5日，深圳市优优绿能股份有限公司、中策橡胶集团股份有限公司2只新股上市。据Wind资讯数据统 计，截至6月6日，今年以来，45家公司登陆A股，同比增长17.95%，合计募资332.09亿元，同比增长 20.8%。 今年以来，监管部门统筹一二级市场协调发展，发挥逆周期调节作用，市场融资规模和节奏更加科学合 理。与此同时，监管部门对科创企业支持力度加大。年内新上市公司中，超过九成为战略性新兴产业企 业。 接受采访的专家认为，随着注册制改革深入推进，今年IPO市场将继续强监管、优结构、提效率，从源 ...

本报记者 田鹏 6月3日，深圳证券交易所及其全资子公司深圳证券信息有限公司发布公告称，根据指数编制规则，将对创业板指实施样本 定期调整，更换其中8只样本。相关调整将于2025年6月16日正式实施。 创业板指自2010年6月1日正式发布以来，已历经十五载。十五年间，创业板指通过持续优化自身结构，更好地反映创业板 市场的整体表现与发展趋势。据统计，叠加本次调整，指数样本股已累计历经逾50次调整。 南开大学金融学教授田利辉在接受《证券日报》记者采访时表示，创业板指样本调整反映出强化新质生产力布局、提升指 数代表性与流动性、服务国家战略安全需求的市场趋势与政策导向；在资源配置层面，样本调整发挥着引导资金流向高成长领 域、深化市场优胜劣汰机制、增强指数投资功能的作用，助力优质企业成长，优化市场生态，促进资本市场良性循环。 纳新提质 随着新样本股的纳入，创业板指将更精准地锚定新质生产力发展方向。数据印证，新一期样本在研发创新与制度适配层面 均实现显著跃升：2024年样本企业研发投入平均增幅达10%，22家企业研发投入均超10亿元；注册制样本公司数量达17家，权 重提升至7%，为指数注入强劲创新动能与制度活力，使其更契合资 ...

5月21日,在浙江嘉兴举办的第十九届工程建设行业信息化发展大会上,建管家携手数字化建工企业研究 院、建筑产业数字化联合研究中心、钉钉联合出品的中国建筑业市场机遇全景洞察报告《十五五规划前 瞻:政策赋能、新兴赛道与区域增长极重构》正式发布。 数据报告发布现场 新变局:地缘冲突影响下的安全战略与规划路径。 十五五时期(2026-2030年),是我国经济迈向高质量发展的蓄势攻坚期,也是我国突破围堵全面提升国际竞 争力的战略转折期。受劳动力供给增长和全球经济增速放缓因素影响,公共债务率持续攀升,我国将成为 全球经济增长的最大贡献者。俄乌冲突、巴以冲突等地缘事件加剧了全球阵营对抗,此外,中美战略竞争 长期化,美国对中国的贸易投资打压不断升级,导致供应链"脱钩断链"风险增加,给中国经济增长带来外部 不确定性。 "十五五时期"地缘冲突下的国家安全规划战略 新布局:经济政策调整与十五五规划展望。 十五五时期,中国经济政策重点聚焦于高质量发展、产业升级、内需扩大、风险防范以及高水平开放等 方面。在宏观政策调控方面,财政政策更加积极有为,货币政策适度宽松;在产业结构与转型升级方面,推 动新型工业化与新质生产力发展,优化基建投资结 ...

促进消费扩容、文旅提质升级。落实消费品以旧换新政策资金1亿元，发放消费补贴3000万元，开 展促消费活动220余场，举办文体旅活动193项，前4个月限额以上社会消费品零售额增长9.4%，全年计 划组织促消费活动430场，推动西柳等传统市场改造提升，加快阿里巴巴产业带落地，提升12条特色商 业街区形象品质。 提升城市品质，增进民生福祉。加快建设130个城建项目，千山湾项目竣工，成为城市新地标。空 气质量连续3年达到国家二级标准，水环境质量连续6年持续改善。全年实施城建项目230个，改造老旧 小区34个，同时增加市民停车、新能源汽车充电等有效供给，推动全市75%生产矿山达到"绿色"标准。 作为东北老工业城市，鞍山坚持钢铁、菱镁、循环、特色、新兴产业"五业并举"，加快推动科技创 新和产业升级"双螺旋"发展，因地制宜推进新型工业化。提升科技创新引领力，千山湾矿业实验室开发 国内首个露天矿智能开采生产平台，实施"揭榜挂帅"等科技攻关项目20个，科技型中小企业发展到1500 家。提升传统产业向新力，支持工业企业开展技术升级改造、数字化改造、节能改造、环保改造和安全 改造"五项改造"，前4个月工业"五改"投资增长22%，确 ...

Core Viewpoint - The Chinese government has introduced a series of financial policies aimed at stabilizing the market and boosting confidence, focusing on supporting the real economy and addressing potential risks in specific sectors like real estate and small and medium enterprises [1] Key Investment Directions - Strategic emerging industries will be a core pillar for future development, with emphasis on sectors like artificial intelligence, quantum technology, and new energy vehicles, supported by specialized credit mechanisms and insurance funds for technology investments [2] - The digital transformation of the manufacturing sector will be prioritized, particularly through the "AI+" initiative, enhancing smart manufacturing and industrial internet platforms [3] - Infrastructure development will focus on green and low-carbon projects, with financial support for green infrastructure and resource recycling initiatives [4][5] - Agricultural modernization and rural revitalization will receive continued policy support, including increased funding for agricultural machinery updates and rural environment improvements [6] - The healthcare sector will see investments aimed at enhancing medical service capabilities, including the modernization of medical equipment and facilities [7] - Education modernization will be supported through funding for updating teaching equipment and improving cultural and sports facilities [8] Emerging Characteristics in Key Industries - In the industrial sector, funding will focus on equipment updates and smart transformations in traditional industries like steel and non-ferrous metals, aligning with national policies for industrial modernization [9] - The environmental sector will play a crucial role in the green transition, with investments in advanced low-carbon technologies and projects aimed at improving waste management and pollution control [10][11] - The agricultural sector will continue to receive support for machinery updates and technological innovations, enhancing productivity and income for farmers [12] - The healthcare sector will benefit from policies aimed at upgrading medical equipment and enhancing healthcare service delivery [13] - The education sector will see increased funding for updating educational facilities and equipment, supporting the modernization of teaching and research [14] - The digital asset management sector will receive comprehensive financial support, promoting the development of the digital economy [15][16] Diverse Funding Support Types - The introduction of long-term special bonds and local government bonds will provide significant funding for infrastructure and development projects, with a focus on new and emerging industries [17][18] - The scale of local government special bonds is set to reach 4.4 trillion yuan in 2025, reflecting the government's commitment to infrastructure investment and economic stability [18][20] - Central budget investments are projected to increase to 735 billion yuan in 2025, targeting major construction projects and public services [21] Project Planning Recommendations - The new financial policies present opportunities for reduced financing costs and improved access to funding in key sectors such as technology innovation and green development [22] - Companies should align their investment strategies with national priorities, focusing on emerging industries and sectors supported by government policies [26] - Utilizing policy-driven financing tools and enhancing core competitiveness will be essential for companies to thrive in the evolving economic landscape [28]

Group 1 - The number of companies in strategic emerging industries listed on the Shanghai and Shenzhen stock exchanges is approaching 2,700, accounting for over 40% of the market capitalization [1] - More than 90% of new listings on the Sci-Tech Innovation Board, Growth Enterprise Market, and Beijing Stock Exchange in 2024 will belong to strategic emerging industries or high-tech enterprises [1] - The conditions for technology companies to go public have become more accommodating, with multiple listing paths established for unprofitable companies, red-chip companies, and those with special voting rights [1] Group 2 - Since the introduction of the "merger and acquisition six guidelines," listed companies have actively planned mergers and acquisitions, resulting in over 1,400 disclosed asset restructurings, a year-on-year increase of over 40% [1] - The number of major asset restructurings has exceeded 170, showing a year-on-year increase of over 220% [1] - Approximately 650 asset restructurings have been disclosed by companies in strategic emerging industries, with over 80 being major restructurings [1] Group 3 - Since the implementation of the registration system reform, 90% of companies listed on the Sci-Tech Innovation Board and Beijing Stock Exchange, and over half of those on the Growth Enterprise Market, have received investments from private equity and venture capital funds [2] - The scale and proportion of investments from private equity and venture capital funds in strategic emerging industries continue to rise, with over 100,000 projects currently funded and total investment exceeding 4 trillion yuan [2] - The bond market has become an important channel for direct financing for technology companies, with cumulative issuance of Sci-Tech bonds reaching 1.2 trillion yuan [2] Group 4 - In 2024, 539 Sci-Tech bonds were issued, with a total issuance scale of 610 billion yuan, representing a year-on-year increase of 64% [2] - The funds raised are primarily directed towards cutting-edge fields such as semiconductors, artificial intelligence, new energy, and high-end manufacturing [2]

证券时报记者吴少龙 资本市场系统改革成为吸引全球长期资本的"磁石"。一系列制度创新构建了"融资—投资—退出"的良性 循环。在全球央行货币政策剧烈波动背景下，中国宏观政策的"定力"成为稀缺品。数据显示，去年9月 26日中央政治局会议以来，外资持有深市战略性新兴产业企业股票市值增幅达40%，交易金额增长 90%。瑞银全球金融市场部中国主管房东明直言，持续的高水平对外开放，尤其是金融领域的对外开放 为中国资本市场吸引优质的境外长期资金奠定了坚实的基础。 中国资产向上重估，吸引全球资本的目光。面对变乱交织的世界，中国正以新质生产力为"创新之矛"、 以制度型改革为"稳定之盾"，在"稳增长"与"促创新"平衡中，全球资产重估的"中国叙事"正徐徐展开。 中国新质生产力重构全球产业链价值坐标。2024年，中国实体上市公司研发费用达1.6万亿元，超800家 企业研发强度超过10%。创新势能持续转化为产业优势，《2024年全球创新指数报告》显示，2024年中 国拥有26个全球百强科技创新集群，超过上年的24个，连续两年位居世界第一。摩根士丹利首席中国经 济学家邢自强在会上指出，中国的产业链已经凤凰涅槃，以人工智能为例，中国可能是全 ...

为推动科技创新与产业创新深度融合，加快打造具有重要影响力的新兴产业聚集地，安徽省人民政府办 公厅近日印发《安徽省人民政府关于推动新兴产业"双招双引"和产业培育提质增效（2.0版）的意见》 （以下简称《意见》）。 到2030年实现百亿规模集群县域全覆盖 《意见》提出，安徽将打造产业集聚新高地。 一是提升新兴产业集群能级。实施战略性新兴产业集群发展工程，推动资源集聚、主体集中、成果集 成，深化产业内、产品内专业分工。以产业链为主导，以企业为主体，建立跨区域产业协作机制。开展 省级新质生产力产业基地示范创建，打造引领新质生产力发展的主阵地。力争到2030年，打造省级示范 基地90个以上、国家级产业集群10个以上。实施先进制造业集群梯度培育工程，培育省级先进制造业集 群30个以上。加快引育总部型龙头企业，开展小微企业育苗行动，培育一批产业集群"配套专家"企业， 构建"龙头+配套"企业生态圈。 二是壮大县域特色产业规模。各县（市、区）以开发区为主要载体，发挥比较优势，选准1~2个主导产 业，打造一批规模体量大、延伸配套好、支撑带动强的特色产业集群，力争到2030年实现百亿规模集群 县域全覆盖。以做大规模、做长链条、做优 ...