1月21日，国务院新闻办公室举行新闻发布会，介绍2025年工业和信息化发展成效，工业和信息化部副 部长张云明回顾2025年工业和信息化发展，用"稳""进""新""活"四个字总结特点。 一是"稳"的态势持续巩固。工业和信息化部坚持把发展经济的着力点放在实体经济上，出台新一轮十大 重点行业稳增长工作方案，支持工业大省挑大梁，有力拉动工业经济平稳增长。2025年，规模以上工业 增加值同比增长5.9%，制造业增加值占GDP比重保持稳定，制造业规模有望连续16年保持全球第一。 电信业务总量同比增长9.1%。工业和信息化领域对经济增长的贡献超四成，有效发挥"压舱石"作用。 在加力推动中小企业的高质量发展方面，张云明表示，2026年，工业和信息化部将坚持"两个毫不动 摇"，坚持服务和管理并重、发展和帮扶并举，完善政策法规体系、优企培育体系、公共服务体系，促 进中小企业高质量发展，一是持续优化企业发展环境、二是加力培育更多专精特新企业、三是全力做好 全要素全周期服务。 四是"活"的效果持续显现。工业和信息化部加快推进重点领域改革，实施减轻企业负担专项行动，加快 加力清理拖欠企业账款，推动惠企政策落实落地，全力营造"一池活水" ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 记者 辛圆 据上海发布消息，2025年上海市国民经济运行情况出炉。 统计数据显示，2025年，全市工业增加值同比增长5.0%。全市规模以上工业总产值同比增长4.6%。 从工业总产值来看，2025年上海工业战略性新兴产业总产值增长6.5%，占规上工业总产值比重达到45%。而在2024年，这一占比为43.6%，2025年前三季度 增至44.1%。 值得注意的是，2025年，上海三大先导产业制造业产值同比增长9.6%，其中，集成电路制造业产值增长15.1%，人工智能制造业产值增长13.6%。2025年， 工业战略性新兴产业产值同比增长6.5%，其中，新能源产业产值增长12.9%，高端装备产业产值增长11.1%。 1月19日发布的《中共上海市委关于制定上海市国民经济和社会发展第十五个五年规划的建议》明确，"十五五"时期是上海乘势而上的全面发力期，也是转 型升级的攻坚决胜期。 根据上海"十五五"规划建议，加快发展三大先导产业，提高集成电路装备能级、制造水平和设计能力，推动全产业链整体突破和发展壮大；加强重要创新药 械研发，坚持药物新靶点新机制开发 ...

人民财讯1月21日电，企查查APP显示，近日，杭州新时空未来科技有限公司成立，法定代表人为丰云 俊，注册资本为1500万元，经营范围包含：物联网技术服务；集成电路芯片及产品销售；广告发布；广 告制作；照明器具销售；电气设备销售等。企查查股权穿透显示，该公司由杭州丰憬文化科技有限公 司、时空科技（605178）等共同持股。 ...

2026.01.21 本文字数：1422，阅读时长大约2分钟 作者 |第一财经 金叶子 上海2025年经济运行情况出炉，新兴动能发展态势良好。 就在前不久，上海一个月之内5家AI企业上市。根据上海市经信委的数据，2025年，人工智能"上海方 案"年度任务全部完成。1月9日登陆港交所的上海本土大模型企业稀宇科技（MiniMax，00100.HK）， 成立于2022年初，这家平均年龄29岁的企业也是全球从成立到IPO最快的AI公司。 而在集成电路产业方面，上海市经信委相关工作人员告诉记者，目前上海已建成全产业链齐头并进、相 互支撑的集成电路产业链体系，在芯片设计、制造、封测，设备/材料，EDA/IP等环节培育了一批行业 细分领域龙头企业，包括35家科创板上市企业，位列国内第一。芯片设计业、制造业持续居国内龙头地 位，先进封装加快布局，装备材料高端引领，EDA/IP集聚发展。除了GPU芯片企业，光计算、近存计 算等创新路线AI芯片企业也相继涌现，支撑国内大模型等新质生产力发展。 微信编辑| 七三 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@y ...

四是"活"的效果持续显现。加快推进重点领域改革，实施减轻企业负担专项行动，加快加力清理拖欠企 业账款，推动惠企政策落实落地，全力营造"一池活水"的企业发展环境。综合整治"内卷式"竞争成效初 显，新能源汽车、光伏等重点行业竞争生态持续改善。5G和千兆光网融入97个国民经济大类中的91 个，工业互联网实现41个工业大类全覆盖，为经济社会发展注入更多活力。加强优质企业梯度培育，累 计培育专精特新中小企业超14万家，有效期内的高新技术企业达50.4万家。2025年规模以上工业专精特 新"小巨人"企业增加值同比增长9%，前11个月规模以上工业高新技术企业利润总额同比增长5.3%。 （文章来源：新华财经） 二是"进"的步伐持续加快。锚定高质量发展这个首要任务不动摇，扎实推进制造业智能化、绿色化、融 合化发展。规模以上装备制造业、高技术制造业增加值同比分别增长9.2%、9.4%，增速高于规模以上 工业3.3个、3.5个百分点，占全部规模以上工业比重较2024年提高2.2个、0.8个百分点。制造业数智化转 型扎实推进，累计建成3.5万余家基础级、8200余家先进级、500余家卓越级智能工厂，培育15家领航级 智能工厂。工业降 ...

Core Viewpoint - Shanghai's foreign trade demonstrates resilience, with a total import and export value exceeding 4.5 trillion yuan in 2025, marking a year-on-year growth of 5.6% [3][5]. Group 1: Trade Performance - In 2025, Shanghai's exports grew by 10.8%, while imports increased by 1.8%, outperforming national averages by 1.8 and 4.7 percentage points respectively [3][5]. - The growth in Shanghai's foreign trade has added over 1 trillion yuan compared to the end of the 13th Five-Year Plan in 2020, equivalent to adding a new largest trading partner [3][5]. - Exports to ASEAN and Belt and Road countries increased by 26.5% and 21.9% respectively, highlighting the effectiveness of market diversification strategies [5][6]. Group 2: Key Drivers of Growth - Three key foundations underpin Shanghai's trade resilience: market diversification, "intelligent manufacturing" upgrades, and institutional openness [5][6]. - The "new three samples" of high-end manufacturing, including electric vehicles, high-end machine tools, and industrial robots, have shown significant growth, with electric vehicle exports exceeding 100 billion yuan [5][6]. - The number of "billion-dollar trade partners" has expanded to 49, with emerging markets like Africa and India showing double-digit growth rates in trade [5][6]. Group 3: Challenges Ahead - Despite the positive performance, external challenges remain significant, including weak global demand, rising trade protectionism, and geopolitical uncertainties [9][10]. - The potential risks from trade friction with the U.S. and the impact of supply chain adjustments and technology export controls are ongoing concerns [9][10]. - Rising costs and compliance pressures, along with operational constraints in shipping routes, may further squeeze profit margins for exporters [9][10]. Group 4: Strategic Recommendations - Policies should focus on supporting enterprises in deepening their engagement in emerging markets while stabilizing traditional markets [10]. - Continued emphasis on upgrading high-end manufacturing capabilities and fostering new trade formats, such as digital and offshore trade, is essential [10]. - Enhancing trade facilitation measures and optimizing the business environment for cross-border trade will be crucial for maintaining trade resilience in 2026 [10].

Core Viewpoint - The economic performance of Shanghai in 2025 shows a positive trend in emerging industries, with a GDP growth of 5.4% and significant increases in industrial output and investment [3][4]. Economic Performance - In 2025, Shanghai's GDP reached 56,708.71 billion yuan, reflecting a year-on-year growth of 5.4% at constant prices [3]. - The industrial added value in Shanghai grew by 5.0%, with the total industrial output value increasing by 4.6% [3]. - Key sectors such as railway, shipbuilding, aerospace, and other transportation equipment manufacturing saw a remarkable growth of 15.8% [3]. Investment Trends - Fixed asset investment in Shanghai's industrial sector rose by 20.0%, significantly outpacing the overall fixed asset investment growth rate by 15.4 percentage points [3]. - The three leading industries in Shanghai's manufacturing sector achieved a year-on-year output growth of 9.6%, surpassing 2 trillion yuan in total scale [4]. Emerging Industries - The integrated circuit manufacturing sector experienced a growth of 15.1%, while artificial intelligence manufacturing grew by 13.6% in 2025 [4]. - Strategic emerging industries in Shanghai saw a 6.5% increase in output, with the new energy sector growing by 12.9% and high-end equipment manufacturing by 11.1% [4]. Industrial Strategy - Shanghai aims to enhance its industrial structure by focusing on advanced manufacturing, with a modern industrial system framework of "2+3+6+6" [5]. - The three leading industries identified are integrated circuits, biomedicine, and artificial intelligence, which are expected to drive industrial development during the 14th Five-Year Plan period [5]. AI Industry Developments - In a recent month, five AI companies in Shanghai went public, indicating a robust growth trajectory in the AI sector [5]. - Shanghai's local AI company, Xiyu Technology, became the fastest AI company globally to reach IPO status, highlighting the rapid development in this field [5]. Integrated Circuit Industry - Shanghai has established a comprehensive integrated circuit industry chain, excelling in chip design, manufacturing, and testing, with 35 listed companies on the Sci-Tech Innovation Board [7]. - The city is a leader in chip design and manufacturing, with advancements in packaging and high-end equipment materials supporting the growth of AI chip enterprises [7].

混合动力汽车出口大幅增长近1.5倍，手术机器人激增3.7倍 坐拥全球第一大港口的上海，再次显出外贸韧性。 代表高端制造的"新三样"逆势上扬。其中，电动汽车出口规模突破千亿元，尤其是混合动力汽车出口大 幅增长近1.5倍。部分前沿产业出口已形成领先优势，高端机床出口增长近3成，工业机器人出口增长超 40%，手术机器人出口更是呈现爆发式增长，增幅达3.7倍。 上海统计局的最新数据显示，2025年，上海货物进出口总额超过4.5万亿元，同比增长5.6%。其中，出 口增长10.8%，进口增长1.8%。 上海市发展改革研究院副院长马海倩对第一财经表示，在复杂外部环境下，上海出口实现10.8%的高增 长实属不易，其背后凸显了三个关键基础。首先是市场多元化战略显效，对东盟及"一带一路"国家出口 增速超20%，有效对冲了传统市场波动；其次是新质生产力赋能出口结构升级，"新三样"凭借技术优势 实现两位数增长，体现了"上海智造"的全球竞争力；第三是开放平台与制度创新保障，自贸试验区及临 港新片区等为贸易便利化与外资集聚提供了制度土壤。 上海社科院经济研究所所长沈开艳也告诉第一财经，2025年上海出口的亮点，首先体现在市场多元化破 局 ...

Economic Overview - In 2025, Shanghai's GDP reached 56,708.71 billion yuan, reflecting a year-on-year growth of 5.4% in real terms [1] - The industrial added value in Shanghai grew by 5.0% year-on-year, with the total industrial output value increasing by 4.6% [1] Manufacturing Sector Performance - The manufacturing output of key industries in Shanghai saw significant growth, with the railway, shipbuilding, aerospace, and other transportation equipment manufacturing increasing by 15.8% [1] - The electrical machinery and equipment manufacturing sector grew by 11.1%, while the automotive manufacturing sector saw a 7.8% increase [1] - The computer, communication, and other electronic equipment manufacturing industries experienced a growth of 7.7% [1] Investment Trends - Industrial investment in Shanghai rose by 20.0% year-on-year, outpacing the overall fixed asset investment growth by 15.4 percentage points [1] Strategic Emerging Industries - The output value of Shanghai's three leading industries in manufacturing grew by 9.6%, surpassing 2 trillion yuan [2] - The integrated circuit manufacturing sector saw a growth of 15.1%, while the artificial intelligence manufacturing sector grew by 13.6% [2] - The strategic emerging industries in Shanghai experienced a year-on-year growth of 6.5%, with the new energy sector growing by 12.9% and high-end equipment manufacturing increasing by 11.1% [2] Industrial Development Strategy - Shanghai aims to build a modern industrial system characterized by "2+3+6+6," focusing on advanced manufacturing as the backbone [3] - The strategy emphasizes enhancing international competitiveness and supporting technological innovation while maintaining a reasonable industrial structure [3] - The three leading industries identified for accelerated development are integrated circuits, biomedicine, and artificial intelligence [3] AI and Integrated Circuit Industry - Shanghai has established a comprehensive integrated circuit industry chain, fostering leading enterprises across various segments, including chip design and manufacturing [5] - The city is home to 35 listed companies in the Science and Technology Innovation Board, leading the nation in chip design and manufacturing [5] - Recent developments include the rapid IPO of AI companies, such as MiniMax, which became the fastest AI company to go public globally [3][5]

各位委员、同志们： 在全市上下深入贯彻党的二十届四中全会和习近平总书记对江苏工作重要讲话精神，推动"十五 五"开局起步的关键节点，政协南京市第十五届委员会第四次会议隆重开幕了，这是全市人民政治生活 中的一件大事。在此，我代表中共南京市委，向大会的召开表示热烈祝贺！向全体政协委员和与会同志 致以诚挚问候！ 刚刚过去的2025年，是"十四五"收官之年。面对严峻复杂的外部环境和艰巨繁重的改革发展稳定任 务，我们深入贯彻落实党的二十大和二十届历次全会精神，聚力打好"三大关键仗""三大攻坚仗"，顶压 前行、真抓实干，在高质量发展上迈出坚实步伐。这是经济发展向新向好、更显韧性的一年。坚决扛 起"经济大省挑大梁"的省会担当，全力拼经济、促发展，预计全年地区生产总值增长5.2%，比2024年 提高0.7个百分点，增速实现省内进位，主要经济指标创近年最佳。一般公共预算收入增长1.6%，税占 比达81.7%、比上年提高0.8个百分点。完成重大项目年度投资超1700亿元，工业投资增长12.1%，增 速跃居全省首位。全面落实"两重""两新"政策，获批现代商贸流通体系建设、国际化消费环境建设、消 费新业态新模式新场景等国家级试点。这是 ...