李宏德最后说，沈抚示范区将大力推行绿色制造，新增省级以上绿色工厂不少于3家；加快发展绿色能 源，推动增量配电网和虚拟电厂项目落地建设，保障"驭风行动"试点项目按期开工；积极推广绿色建 筑，推进"第四代好房子"示范项目落地建设，规模化发展超低能耗建筑，力争在绿色发展上立标杆、做 示范。 改革创新再发力 实干担当开新局 责编：周艺凝 ——访沈抚改革创新示范区党工委副书记、管委会主任李宏德 审核：刘立纲 本报记者 董翰博 省委经济工作会议对做好今年经济工作进行了部署。沈抚改革创新示范区如何发挥职责使命，抢抓发展 机遇，在辽宁振兴发展中展现更大担当和作为？近日，沈抚改革创新示范区党工委副书记、管委会主任 李宏德在接受记者采访时表示，沈抚示范区将认真贯彻落实省委经济工作会议精神，立足"三区一引 擎"目标定位，持续强化改革创新牵引驱动作用，全面落实体制机制改革、科技创新、开放创新、构建 创新型产业体系、推动绿色发展"五大任务"，推动科技创新和产业创新深度融合，加快形成一批可复 制、可推广的制度创新成果，奋力实现"十五五"良好开局。 李宏德说，沈抚示范区将致力在体制机制改革上开新局，持续激发内生动力活力。围绕管理运行、科技 ...

Group 1 - The development of 11 characteristic industrial parks in Xintai City is fostering a collaborative ecosystem among enterprises, enhancing the overall industrial chain efficiency [1] - The local tax authority is implementing precise tax services to support compliance and high-quality development within the industrial ecosystem [1] - Baichuan Paper Industry has established a complete industrial chain from raw materials to end products, benefiting from coordinated tax management processes [1] Group 2 - Lihua Laser has integrated deeply into the industrial ecosystem, achieving a 5% reduction in comprehensive costs due to upstream and downstream collaboration, while facing challenges related to export tax refund policies [2] - The local tax department is embedding policy services into key industrial chain segments, providing tailored support to help enterprises navigate tax-related obstacles [2] - The tax authority is focusing on emerging industries such as high-end equipment and digital economy, offering targeted tax services to adapt to the needs of industrial upgrades [3] Group 3 - Xintai City has seen the addition of 129 new industrial enterprises, with the coal industry’s share decreasing to 12.4%, while emerging industries now account for 62.7% of the total industrial output [3] - The tax authority plans to enhance the "tax benefits + compliance" service model, utilizing big data to identify compliance risks and provide ongoing support to enterprises [3]

（来源：经济参考报） 工业和信息化部运行监测协调局局长陶青日前说，工业和信息化部会同相关部门、各地方，大力推动新 材料科技创新和产业创新深度融合，新材料发展水平和供给保障能力明显提升。其中，已累计推动价值 超550亿元新材料产品进入市场。 陶青表示，下一步，工业和信息化部将立足满足重点应用领域现实需求，以先进基础材料、关键战略材 料、前沿新材料、"人工智能+材料"为发展方向，打造促进新材料研发应用的良好生态，全面提升新材 料产业创新能力和发展效能。 此外，在加强能力建设方面，布局形成了涵盖材料研发、中试熟化、材料生产、测试验证、材料应用等 全过程的5类新材料重点平台体系，加快新材料与终端产品同步测试验证和迭代升级，累计提供近3000 批次新材料应用验证服务、150余万次测试评价服务。 陶青在当天举行的国新办新闻发布会上说，有关方面加强重点突破，组织实施好国家科技重大专项、产 业基础再造工程等，一批关键材料实现突破；加强推广应用，聚焦新材料进入市场初期面临的推广应用 瓶颈，深入组织实施首批次新材料保险补偿政策，扩大首批次新材料支持数量和年限范围，并鼓励各地 因地制宜完善首批次政策，加快首批次材料推广。 ...

Investment Rating - The industry rating is "Strongly Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [44]. Core Insights - The Wind New Materials Index closed at 6029.22 points, reflecting a week-on-week increase of 4.32%. The semiconductor materials index rose by 0.14%, while the organic silicon materials index increased by 4.15% [3][10]. - DRAM prices have surged by over 10% due to AI demand, with predictions of a 55-60% increase in contract prices for the first quarter. This trend is driven by strong contract price increases and the growing need for advanced memory products for AI servers [4][25][26]. - Newhan New Materials announced a cash acquisition of 51% of Hai Rui Te Engineering Plastics Co., Ltd. for 12.8826 million yuan, enhancing its position in the PEEK resin market [4][29]. Market Overview - The semiconductor materials sector is experiencing rapid domestic production acceleration, with significant expansion in downstream wafer factories. Companies like Tongcheng New Materials are making strides in import substitution [4][25]. - The demand for high-performance materials is expected to grow as domestic manufacturing upgrades continue, positioning the new materials industry for rapid development [4][25]. - The photovoltaic and wind power sectors are thriving under the carbon neutrality initiative, with recommendations to focus on upstream raw material companies like Hosheng Silicon Industry and Lianhong New Technology [4][25].

Core Viewpoint - Suzhou Transportation Investment Group is focusing on transforming traditional transportation and nurturing emerging industries to achieve high-quality development during the 14th Five-Year Plan period, with significant growth in assets and revenue [1][12]. Group 1: Traditional Transportation Transformation - The company has successfully managed 77 major transportation infrastructure projects with a total investment of nearly 178 billion yuan, completing investments of approximately 32.1 billion yuan [1]. - Key projects include the extension of Tongjing Road, the Su-Tai Expressway, and the expansion of Suzhou North Station, contributing to Suzhou's development as a national comprehensive transportation hub [1]. Group 2: Digital Transformation in Highway Management - The company is leading the digital transformation in highway management, with the first holographic perception smart highway for vehicle-road collaboration completed during the 14th Five-Year Plan [3]. - A total of 36 toll stations and 256 lanes have undergone digital transformation, with plans to upgrade all 45 toll stations by 2026 [5]. Group 3: Emerging Industry Development - 2025 marks the beginning of the new quality productivity development year for the company, focusing on eight emerging industries including new energy and new materials [6]. - The "Super Charging" network for new energy charging terminals has seen a growth of 245.1%, and new materials have been successfully applied in over 30 projects [8]. Group 4: AI Integration and Innovation - The company is actively engaging in the AI sector, launching the Suzhou AI Innovation Application Laboratory and applying AI technology in various operational areas [10]. - The first data product, the "Toll Evasion Audit Model Data Set," has been introduced, marking a step towards market-oriented data exploration [10]. Group 5: Party Building and State-Owned Enterprise Reform - The company emphasizes high-quality party building to drive high-quality development, establishing a "Pioneer Party Building" system with 70 regulations and 80 case studies [12][14]. - The company has introduced 263 talents during the 14th Five-Year Plan, with a focus on developing a high-quality talent team to support its transformation [14]. Group 6: Future Development Goals - The company aims to achieve a comprehensive transportation and financial group with 10 billion yuan in revenue and 100 billion yuan in assets, positioning itself as a leading state-owned enterprise in China [14].

2026 年 01 月 25 日 北交所定期报告 新股审核及上市提速，关注专精特新 小巨人及业绩超预期企业 本周市场回顾： 本周上证指数上涨 0.52%，北证 A 股指数上涨 2.33%，跑赢上证综指 1.81pct，北证 50 指数上涨 2.4%,跑赢上证综指 1.89pct，创业板指 数上涨 1.23%，科创板指数上涨 1.5%； 流动性方面，本周北证 A 股总成交额为 1320.1 亿元，北证 50 总成交 额 427.7 亿元，占北证 A 股总成交额的 32.4%，环比-0.62pct。北证 A 股日均成交额 264.02 亿元，环比-34.3%，区间日均换手率为 4.27%， 较上一区间下降 2.11pct； 估值方面，截至 2026 年 1 月 23 日，北证 A 股市盈率中位数为 45.61X； 同期科创板、创业板 PE 中位数分别为 36.5 倍、37.2 倍。 个股表现&新股上市情况： 截至 2026 年 1 月 23 日，北交所上市公司总数为 290 家，较上周增加 2 家，涨幅靠前的分别为:华维设计、连城数控、亿能电力、欧普泰、 美邦科技、流金科技、特瑞斯、天力复合、能之光、民士达；跌幅 ...

Core Insights - The demand for talent in new-generation information technology and high-end equipment sectors is experiencing significant growth, with notable increases in specific roles such as algorithm engineers and robotics professionals [1][4][5] Group 1: Talent Demand Growth - The demand for talent in the artificial intelligence and smart hardware industries has increased by 10-20% [1] - The number of job postings in the robotics sector has grown by 37% year-on-year, with roles such as robotics debugging engineers and industrial robotics engineers seeing growth rates exceeding 60% [4] - The algorithm engineer positions have surged by 110.1%, with an average monthly salary of 25,236 yuan, making it the most prominent role in the new-generation information technology sector [5] Group 2: Regional Talent Concentration - Suzhou has emerged as the top city for high-end equipment talent demand, with a 5.2% share, followed by Shenzhen (3.8%) and Shanghai (3.2%) [6][7] - The demand for technology talent is primarily concentrated in the Yangtze River Delta and Pearl River Delta regions, with major cities like Beijing, Shenzhen, and Hangzhou leading in job postings [6] Group 3: Salary and Competition Dynamics - Electrical and control engineers are identified as high-salary positions with average monthly salaries of 17,469 yuan and 16,598 yuan, respectively, but they face lower competition compared to the overall sector [8] - The average salary for drone engineers has reached 16,634 yuan, with a year-on-year recruitment increase of 59.4%, reflecting the rapid growth in the low-altitude economy [9]

Group 1: Core Perspectives - The 20th Central Committee's Fourth Plenary Session accurately identifies the historical position of the Party and the country's development, making top-level designs and strategic plans for the next five years [1] - The Kunming Municipal Committee's 12th Plenary Session outlines a development blueprint and key work tasks, emphasizing the integration of "people, industry, and city" to achieve a virtuous cycle [1] Group 2: Focus on "People" - During the 14th Five-Year Plan period, there is a focus on seizing urbanization opportunities, planning population issues with a systematic approach, and promoting high-quality population development linked to improved living standards [2] - Strategies include attracting talent through effective recruitment plans, enhancing employment through industry collaboration, and creating a welcoming urban culture to increase population growth and quality [2] - Efforts to retain people involve integrated planning of population, industry, and public services, optimizing urban space, and improving service systems to enhance the city's capacity for population and economic development [2] - Enhancing people's well-being by addressing education, healthcare, social security, and employment gaps to create an ideal living and working environment [2] Group 3: Focus on "Industry" - The 14th Five-Year Plan emphasizes the importance of the real economy, focusing on intelligent, green, and integrated development while strengthening industrial growth [3] - Strategies include optimizing existing industries through technological updates and innovation, transforming traditional industries into high-end service-oriented sectors [3] - The plan aims to expand new industries in areas where Kunming has competitive advantages, such as new materials, renewable energy batteries, biomedicine, electronic information, and equipment manufacturing [3] - Actions to improve the business environment are highlighted, aiming to enhance Kunming's overall business climate to support high-quality industrial development [3] Group 4: Focus on "City" - The "People's City" concept is promoted, focusing on urban structure optimization, energy transformation, quality enhancement, and green transition [3] - Urban planning will leverage Kunming's natural advantages, improving functional structures and spatial layouts while integrating ecological and urban development [3] - Enhancements in urban functions will be driven by urban renewal, fostering innovation ecosystems, and addressing infrastructure gaps to improve urban quality [3] - Smart city initiatives will be advanced to address traditional governance challenges, improving the quality of urban management and enhancing residents' quality of life [3]

Core Viewpoint - The city of Kekedala is undergoing significant transformation during the "14th Five-Year Plan" period, focusing on high-quality development and integration into the Silk Road Economic Belt [1][2]. Group 1: Development Initiatives - Kekedala has established several key areas: a western opening pilot zone, a characteristic industry agglomeration area, an ecological civilization demonstration area, and an integrated development model area [1]. - The city aims to enhance its industrial structure by optimizing layouts towards digitalization, greening, and integration, with a focus on biomanufacturing, new materials, and green chemical industries [1]. Group 2: Open Economy Strategy - The strategy includes creating a western opening pilot zone that leverages various policy platforms to establish a green electricity industrial hub and a cross-border processing agglomeration area [2]. - There is a shift from "channel economy" to "industrial economy" in port economics, with plans to improve modern cross-border logistics infrastructure [2].

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