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20cm速递|关注科创综指ETF国泰(589630)投资机会,研发强度凸显科创板长期潜力
Mei Ri Jing Ji Xin Wen· 2025-11-14 06:25
Core Insights - The R&D intensity of companies listed on the Sci-Tech Innovation Board reached 11.22% in the first three quarters, significantly higher than the overall market average of 2.16% [1] - The overall R&D intensity of strategic emerging industries is 5.21%, with fixed asset investment growth in aerospace and new energy vehicles exceeding 10% [1] - Revenue and net profit for Sci-Tech Innovation Board companies amounted to 1,014.207 billion and 44.125 billion respectively, indicating a continuous upgrade in industrial structure and highlighting the leading role of innovation [1] Industry Overview - The Sci-Tech Innovation Board ETF, Guotai (589630), tracks the Sci-Tech Innovation Index (000680) and experienced a daily fluctuation of 20% [1] - The index reflects the overall performance of companies listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, focusing on technology innovation enterprises [1] - The constituent stocks are primarily distributed across high-tech industries and strategic emerging industries, including next-generation information technology, biomedicine, and high-end equipment manufacturing [1]
浙江:上海电气温岭项目主体工程通过竣工验收
Huan Qiu Wang· 2025-11-14 03:34
Core Insights - The Shanghai Electric Wenling Project by China Communications First Public Bureau Group has achieved a significant milestone with the completion and acceptance of its core main structures, marking a decisive victory in the construction of key hardware facilities for a major project in Zhejiang Province [1][3] - The project is a crucial part of Zhejiang's "Thousand Projects, Trillion Yuan" initiative aimed at upgrading regional industries and enhancing the competitiveness of the high-end equipment manufacturing industry [1] - The successful acceptance of the main structures indicates a solid foundation for subsequent equipment installation, capacity realization, and overall operational launch [1][3] Project Details - The project covers a total construction area of approximately 332,000 square meters, including eight individual buildings, with the main structure featuring a single-layer frame structure and a joint factory building measuring 441×96 meters [1] - A joint acceptance team, consisting of construction, design, supervision, and local regulatory departments, conducted a thorough review of the construction quality, safety standards, functionality, and compliance, concluding that the project met all design and national standards [1] Future Outlook - The successful completion of the main structure is seen as a critical step from planning to physical realization, reflecting the high standards and collaborative efforts of all participating units [3] - The project is expected to accelerate towards full production and operation, contributing to technological innovation, industrial clustering, and regional development [3]
中交一公局集团上海电气温岭项目主体工程全面告捷
Huan Qiu Wang· 2025-11-14 03:11
Core Insights - The Shanghai Electric Wenling Project by China Communications First Public Bureau Group has achieved a significant milestone with the completion and acceptance of its core main structures, marking a decisive victory in the construction of key hardware facilities for this major project in Zhejiang Province [1][3][5] Group 1: Project Overview - The project is located in the North Millennium Road area of the Wenling Economic Development Zone, covering a total construction area of approximately 332,000 square meters, including eight individual buildings [1] - The main structures include a single-layer frame structure and a joint factory building measuring 441×96 meters, along with a fire pump room, water pool, Class A warehouse, and guard room [1][3] Group 2: Strategic Importance - As a critical component of Zhejiang Province's "Thousand Projects, Trillion Yuan" advanced manufacturing cluster layout, the project aims to drive regional industrial upgrades and enhance the competitiveness of the high-end equipment manufacturing industry [3] - The successful acceptance of the main building group serves as the core physical carrier for the project's future realization of intelligent production and safe operations [3] Group 3: Quality Assurance - A joint acceptance team composed of construction, design, supervision, and local regulatory departments conducted a comprehensive review of the construction quality, safety standards, functionality, and compliance, concluding that the project meets design and national standards [3][5] - The project construction unit emphasized that this achievement reflects high standards and strict requirements in engineering construction, showcasing the collaborative efforts of all participating units [5] Group 4: Future Outlook - The successful completion of the main structure signifies a solid step from "blueprint planning" to "physical manifestation," with the project now accelerating towards full production and operation [5] - The project is expected to contribute to technological innovation, industrial aggregation, and regional development along the East China Sea [5]
聚焦“真问题” 在生产线上做科研 工程硕博士培养改革“上海方案”完成首批2025年招生
Jie Fang Ri Bao· 2025-11-14 01:40
"没问题,您先登录上海市产教融合人才培养管理信息平台,可以看到我们发布的课题,有合适的 就联系我们。" "公司对专业有要求吗?电子信息工程可以吗?" 10月中旬,一场别开生面的对接会在上海大学体育馆举行。这似乎是一场校招,只不过"应聘"的不 是学生,而是高校导师,"面试"的也不仅有企业人事部门,还有技术专家——这是由上海市人才局、市 教委共同主办的产教融合工程硕博士培养改革2026年招生工作校企对接会。 党的二十届四中全会提出,要加强原始创新和关键核心技术攻关,推动科技创新和产业创新深度融 合,一体推进教育科技人才发展。去年10月,市人才局会同市教委、市经济信息化委、市国资委和市科 委等部门提出组建产教融合人才培养委员会、校企共建课程体系、校企导师互聘共培和引导学生留企就 业等16条改革举措,探索实践产教融合工程硕博士培养改革的"上海方案",近期已完成"上海方案"首批 2025年招生工作。 记者 周程祎 "我们既是为了响应国家战略,也是出于内部驱动。"邓思文提到,人工智能产业对人才的需求处于 不断变化提升之中,企业认识到育人比选人更重要,因此希望提前介入,通过参与工程硕博士培养改革 来培育发展所需的人才。 上 ...
昆山高新区推动工业投资提质增效
Su Zhou Ri Bao· 2025-11-13 22:47
今年前三季度,昆山高新区交出含金量十足的成绩单:工业投资、进出口总额、实际使用外资等5 项指标实现两位数增长;一般公共预算收入、规上工业总产值等10项指标占昆山比重进一步提升;10亿 元以上签约项目6个,当年所有重大项目全部开工。 昆山高新区推动外资外贸"双轮驱动",前三季度外贸进出口75.2亿美元,同比增长18.8%;实际使 用外资2.27亿美元,同比增长13.3%。外资企业持续加码。2014年落户的乐美包装,依托昆山高新区优 质营商环境和产业配套优势不断发展壮大,先后于2021年增资5000万美元、2023年增资1亿美元,今年5 月签约新材料项目。近日在印尼,昆山高新区与乐美又签署相关合作协议,后续乐美将计划持续投资约 50亿元,项目达产后昆山乐美产值可超百亿元。截至目前,企业累计注册资金达1.95亿美元。昆山高新 区通过"保姆式"服务与"伙伴式"合作,让这里成为外资企业投资兴业的热土,持续吸引全球优质资源, 实现"引进来"与"走出去"协同推进。 目前,在昆山高端装备总部产业园建设现场,8个优质企业制造研发总部项目同步推进。作为昆山 高新区创新"数据得地"模式配置用地的专业园区,该产业园规划建筑面积近33 ...
最新GDP!华东地区30强城市洗牌:青岛增速7.86%,温州反超徐州,南昌突破5700亿!
Sou Hu Cai Jing· 2025-11-13 20:50
Core Insights - The Eastern China region has shown remarkable economic growth in the first three quarters of the year, with 30 key cities experiencing steady economic increases, indicating a reshaping of regional competition dynamics [1][2] Group 1: Qingdao's Economic Performance - Qingdao leads with a growth rate of 7.86%, driven by its status as a national marine economy demonstration zone, where marine production value accounts for over 33% of the city's total economy [1][2] - The city has seen a 12% growth in the smart home industry, supported by leading companies like Haier and Hisense, and a 9.5% increase in high-end equipment manufacturing due to over 120 key projects with investments exceeding 100 billion [1][2] Group 2: Wenzhou's Economic Transformation - Wenzhou has surpassed Xuzhou, showcasing the vitality of its private economy, with a 17% increase in the core digital economy sector and a 3.2 percentage point rise in profit margins for traditional industries through digital and intelligent upgrades [4][5] - The city has a 67% share of private investment in total investment, attracting over a thousand technology companies and achieving a 24% increase in patent authorizations [5] Group 3: Nanchang's Economic Growth - Nanchang's economy has crossed the 570 billion mark, with significant contributions from strategic emerging industries, particularly in VR and aerospace equipment, and over 20 billion in new investments from Huawei's local headquarters [6][9] - The city's manufacturing tax contributions grew by 14%, with a notable 32% increase in sales of Jiangling's new energy vehicles, and the integrated circuit industry surpassing 50 billion [9] Group 4: Regional Innovation and Development - Cities like Hangzhou and Jinhua have achieved over 10% economic growth, with innovation as a core driver; Hangzhou's digital economy constitutes 48% of its economic structure, while Jinhua's cross-border e-commerce transactions grew by 35% [9][10] - The average R&D investment intensity among the top 30 cities in Eastern China has risen to 3.2%, surpassing the national average, highlighting the importance of converting technological achievements into productive forces [9][10]
德迈仕(301007.SZ):子公司拟与关联方共同投资基金
Ge Long Hui A P P· 2025-11-13 12:39
Core Viewpoint - Demais (301007.SZ) announced that its subsidiary, Suzhou Demais Technology Co., Ltd., plans to jointly invest in establishing a private equity partnership named Hangzhou Deying Zhito Equity Investment Partnership with several partners, focusing on high-end equipment and new productive forces [1] Group 1: Investment Details - Suzhou Demais intends to contribute up to 25 million RMB, representing a 2.50% stake in the partnership [1] - Dalian Demais Investment Co., Ltd. (the controlling shareholder) plans to invest up to 244 million RMB for a 24.40% stake [1] - Suzhou Huixin Chuangzhi Investment Co., Ltd. will act as a general partner, contributing up to 1 million RMB for a 0.10% stake [1] Group 2: Fund Structure and Status - The partnership is still in the preparatory and fundraising stage, with some limited partners yet to be determined [1] - The partnership has not yet been established, and the partners have not signed the partnership agreement [1] - The investment focus is on high-end equipment and new productive forces, indicating a strategic direction for future growth [1]
德迈仕拟参设基金投资高端装备等新质生产力领域
Zhi Tong Cai Jing· 2025-11-13 11:05
Core Viewpoint - Demais (301007.SZ) announced that its subsidiary, Suzhou Demais, plans to jointly invest in a targeted fund with Hangzhou Yingzhiqin, the company's controlling shareholder, and other limited partners, focusing on high-end equipment and new productive forces [1] Investment Details - Suzhou Demais intends to contribute no more than 25 million RMB, representing 2.50% of the partnership [1] - The controlling shareholder, De Investment, plans to invest no more than 244 million RMB, accounting for 24.40% of the partnership [1] - Huixin Chuangzhi, as a general partner, will contribute no more than 1 million RMB, which is 0.10% of the partnership [1] - Other limited partners are expected to contribute up to 720 million RMB [1]
宜宾三江新区:以“优”汇聚行业翘楚 以“链”引资近248亿元
Huan Qiu Wang· 2025-11-13 03:08
来源:环球网 11月12日下午,以"链聚产业生态 绿动澎湃三江"为主题的2025宜宾三江新区产业投资推介会在四川宜 宾成功举办。本次推介会成果丰硕,共签约项目84个,总投资额达247.38亿元,涵盖新能源、新材料等 多个前沿领域,为区域经济高质量发展注入强劲新动能。 推介会汇聚了行业翘楚与资本力量,吸引了包括浙江软控智能科技股份有限公司、时代长安动力电池有 限公司、宁德时代新能源科技股份有限公司在内的100家知名企业及18家基金机构参与。会上,三江新 区(临港经开区)管委会发布了极具吸引力的基金矩阵机会清单,围绕存量与增量基金群进行统筹布 局,拟构建总规模超265.5亿元的投资发展基金矩阵,为产业发展提供强有力的金融支撑。同时,该新 区三江集团还推出了国有企业场景机会清单,共释放47个优质合作项目,总投资额超120亿元,并配套 提供96万平方米成熟产业承接空间,为各类市场主体搭建了广阔的发展平台与合作机遇。 作为宜宾市发展的"动力之芯与核心引擎",宜宾三江新区近年来积极抢抓成渝地区双城经济圈建设、科 技革命与产业变革等重大机遇,发展能级持续提升。在全国城市新区潜力50强评比中,新区已跃升至第 15位;其核心区 ...
从“碎片化项目对接”到“系统化战略合作”“双高协同”激发镇江创新发展新动能
Xin Hua Ri Bao· 2025-11-12 23:37
Group 1 - Longtian Technology Co., Ltd. won the Excellent Enterprise Award in the high-end equipment manufacturing startup group at the 2025 14th China Innovation and Entrepreneurship Competition, showcasing its flow sensor technology for aerospace applications [1] - The city of Zhenjiang is promoting a systematic approach to "Double High Coordination" innovation development, encouraging universities and industrial parks to collaborate more effectively [1][3] - The "Double High Coordination" initiative has been incorporated into Zhenjiang's annual science and technology work priorities and the 14th Five-Year Plan, aiming for R&D investment in high-tech zones to exceed 4% of GDP by 2027 [3] Group 2 - The establishment of the first advanced shipbuilding and marine engineering technology transfer center in Jiangsu Province, co-funded by Zhenjiang High-tech Zone and Jiangsu University, aims to accelerate the transformation of scientific research achievements [2] - A "super fast track" for technology transfer is being created through organized research and organized transformation, with a focus on meeting real market needs [2] - Zhenjiang High-tech Zone has launched a technology demand database and shared research equipment, facilitating over 50 industry-university cooperation projects [4] Group 3 - The collaboration between local enterprises and universities has led to significant increases in orders and partnerships, with a 300% year-on-year increase in order volume for Haimeihuoz Transmission Systems Co., Ltd. [4] - The region has seen a strong alignment between the strengths of local universities and the leading industries in Zhenjiang, resulting in a high percentage of collaborative projects [4] - The city plans to allocate 10 million yuan annually for "Double High Coordination" projects starting next year, with around 20 projects expected to be initiated each year [4] Group 4 - The integration of resources among government, industry, academia, and finance is being emphasized to enhance innovation and technology transfer in Zhenjiang [7] - Policies have been introduced to facilitate the transfer of scientific achievements, including mechanisms for evaluating and selecting results for commercialization [7][8] - Zhenjiang aims to establish over five provincial-level platforms for collaboration between high-tech zones and partner universities by 2027 [8]