Core Viewpoint - The 2025 Greater Bay Area Science Forum aims to address the disconnection between scientific research and industrial application, focusing on the theme "Intelligent Creation in the Bay Area: Integration of Industry and Research" [3][4]. Group 1: Forum Objectives and Themes - The forum emphasizes the need for high-level technological self-reliance as a key to China's modernization, advocating for enhanced regional collaborative innovation and original innovation [2]. - The event seeks to bridge the gap between foundational research and industrial application, highlighting the importance of transforming innovation momentum through institutional advantages [2][3]. - The forum's structure includes a main forum, sub-forums, and networking events, facilitating discussions on various technological advancements and their applications [3]. Group 2: Technological Innovations and Applications - Significant advancements in AI technology were showcased, with discussions on how AI can transform traditional industries and enhance productivity across various sectors [5][7]. - The launch of the "Guangdong Computing Network Collaborative Service Platform" aims to accelerate the application of computing services across industries, supporting digital transformation [8]. - The forum highlighted the importance of large scientific facilities, such as the China Spallation Neutron Source, which enhances research efficiency and attracts global scientific talent [9][10]. Group 3: Capital and Talent Development - The forum revealed that Guangdong's private equity investment is active, with 1,387 investment cases and a total financing amount of 64.77 billion yuan in the first three quarters of 2025 [12]. - The integration of education and industry is emphasized as a crucial measure for aligning the education chain, talent chain, and innovation chain with industrial needs [13]. - The forum aims to establish a comprehensive innovation ecosystem, promoting collaboration among government, enterprises, and educational institutions to foster talent and drive technological advancements [13].

Core Insights - The 2025 Greater Bay Area Science Forum concluded with a focus on deep industrial collaboration, highlighting the need for innovation at both ends of the industrial chain [1][2][3] Group 1: Strategic Vision and Goals - The forum emphasized the transformation of institutional advantages into innovative momentum for the Guangdong-Hong Kong-Macau Greater Bay Area [2] - Key leaders called for a focus on foundational research and the establishment of a robust innovation ecosystem to drive future industrial competitiveness [2][3] Group 2: Collaborative Initiatives - Twelve universities from Hong Kong and Macau signed a joint initiative to address cross-border innovation challenges [3] - The establishment of a "results supermarket" by the Chinese Academy of Sciences aims to facilitate the commercialization of over 3,200 research outcomes [9] Group 3: Sector-Specific Discussions - The low-altitude economy forum shifted focus from technical feasibility to the safe and efficient large-scale operation of aerial vehicles [5] - The artificial intelligence forum highlighted the importance of data governance and practical applications over mere computational power [6] - The hydrogen energy forum showcased cross-border collaboration between Chinese and Korean companies, emphasizing supply chain integration [7] Group 4: Financial and Talent Ecosystem - The technology finance forum introduced mechanisms to direct financial resources towards early-stage hard technology projects [8] - The education forum stressed the need for aligning vocational training with industry demands, particularly in AI and advanced manufacturing [8] Group 5: Systemic Innovation and Ecosystem Resilience - The forum's discussions illustrated a systemic approach to innovation, integrating technology breakthroughs, standard-setting, and financial support [12][14] - The collaborative environment fostered by the forum is expected to reshape the industrial landscape in China and globally, emphasizing resilience and adaptability [14]

此外，装备制造、电子与信息是此次增补数量较多的专业大类，包含具身智能机器人技术、具身智能工程技术、航天装备智能装配技术、数字孪生应用技 术、智能体技术应用等专业。相关研究机构此前曾预测，具身智能市场规模有望在2035年突破万亿元，赋能交通物流、工业制造、商业服务等多个领域。猎 聘近日发布的《2025三季度人才供需洞察报告》显示，今年三季度，具身智能领域新发职位同比增长72.86%，平均招聘年薪达33.34万元，薪资更具竞争 力。 随着低空经济、具身智能等产业空前发展以及新消费市场不断扩围，高素质技术人才的培养和市场化需求愈发迫切。近日，教育部对2026年职业教育拟招生 专业设置管理工作进行安排，并公布《2025年职业教育专业目录增补清单》，共包含57个职业教育专业。其中，中职专业3个、高职专科专业31个、职业本 科专业23个，体现了职业教育向高层次、应用型人才培养的倾斜。 新增专业紧密对接当前科技前沿和产业升级需求，聚焦国家重大战略、区域重点产业以及民生紧缺领域对高素质技能人才新需求，覆盖低空经济、具身智能 等前沿领域。 据国家发改委数据，2025年低空经济领域人才缺口高达100万人。其中，无人机操控员的缺口 ...

在成渝地区双城经济圈建设的战略棋局中，成都高新区正以创新为笔、产业为墨，书写着高质量发展的 时代答卷。2025年前三季度，成都高新区GDP达2696.2亿元，同比增长6.1%，占全市比重14.8%。 作为全国首批国家级高新区、西部首个国家自主创新示范区，成都高新区锚定"建设世界领先科技园 区"的奋斗目标，以"发展高科技，实现产业化"为初心，在培育新质生产力的道路上勇毅前行，全力扛 起四川省、成都市经济建设"主引擎""压舱石"的重任。 优势产业筑基 锻造高质量发展"硬支撑" 产业是城市发展的根基，更是新质生产力的主要载体。成都高新区深入实施"立园满园"行动，聚焦电子 信息、医药健康、数字经济三大优势产业，构建起特色鲜明、优势互补的现代化产业体系。 电子信息产业作为核心支柱，正加速向"高"进阶。 近日成都沃格项目建设传来捷报：首台设备正式搬运进场，标志着由沃格光电投资6.28亿元建设的全球 首批、国内首条8.6代AMOLED玻璃基光刻蚀精加工产线即将进入设备调试阶段，预计2026年1月中旬 开启全自动蚀刻ECI产线的试运行和产品开发。 成都沃格项目仅仅是成都高新区电子信息产业高质量发展的一个缩影。成都高新区电子信 ...

市场午后大幅反弹，沪指涨超1%，创业板指涨超3%。从板块来看，算力硬件概念表现活跃，锂电产业链走强，大金融方向午后发力；下跌方面，福建板块 下挫。 下跌方面，巴西ETF跌超3%，航天相关ETF跌约1%。 ETF涨跌幅方面，通信、人工智能相关ETF涨超5%。 | 代码 | 名称 | 现价 | - 涨跌幅 | | --- | --- | --- | --- | | 515880.SH | 通信ETF | 2.983 | 5.56% | | 159259.SZ | 成长ETF | 1.017 | 5.28% | | 159382.SZ | 创业板人工智能ETF南方 2.069 | | 5.19% | | 159388.SZ | 创业板人工智能ETF国泰 | 1.98 | 5.1% | | 159242.SZ 创业板人工智能ETF大成 | | | 1.63 - 5.09% | | 159363.SZ | 创业板人工智能ETF华宝 0.966 | | 5% | | 159583.SZ | 通信设备ETF | 1.24 | 5% | | 159246.SZ | 创业板人工智能ETF富国 | 1.821 | 4.96% | ...

未来，低空经济将如何影响人们的生活，跟随新华社记者的脚步，一起开启这趟低空经济探索之旅。 联合制作 2025年，无人机已经出现在我们生活的很多方面，而低空经济作为战略性新兴产业，已被纳入"十五 五"规划建议。 策划：刘佩、邵香云 作者：李帅、包庆龄、胡震泽 海报：方金洋 新华社音视频部 新华社天津分社 在天津，一条新的生命通道在天津市滨海新区塘沽中心血站和天津市中心妇产科医院滨海院区之间被搭 建起来，无人机的启用将运血时间大大缩短，为患者争取到半小时以上的黄金抢救时间。这只是低空经 济发展的一个缩影。 0:00 ...

Group 1 - The core viewpoint emphasizes that consumption is the ultimate demand and a lasting driver of economic growth, with the central economic work conference prioritizing "domestic demand-led growth" as the main task for the upcoming year [1] - The "14th Five-Year Plan" period is expected to see strong momentum and broad space for consumption development, with new consumption growth points emerging around product quality, service expansion, digital upgrades, and green health [5][9] - The transition in consumer behavior is characterized by a shift from goods to a balance of goods and services, an upgrade in quality from basic consumption to durable goods and service consumption, and a diversification of needs supported by digital technology [15][17] Group 2 - The need for a strategic approach to boost consumption is highlighted, emphasizing that it is a collective effort involving government, enterprises, and residents to create a better consumption environment and higher quality products and services [9] - The importance of improving the income distribution system and social security measures is stressed, including stabilizing the real estate and stock markets, increasing labor compensation, and reforming pension systems [9] - The low-altitude economy is identified as a new demand driver, with the development of eVTOL technology leading to new business opportunities in areas such as air travel and tourism [11] Group 3 - The rise of service consumption is noted, with increasing demand in sectors like healthcare, tourism, and digital consumption, as well as a reduction in consumption disparities between urban and rural areas [17] - The insurance sector is experiencing a shift from pure risk coverage to service-oriented offerings, with clients seeking additional services alongside traditional insurance products [19] - The emergence of new sales channels and consumer engagement methods is transforming the market, with a focus on personalized solutions and sustainable products [21][23]

Core Viewpoint - Shenzhen leads the nation with 347 enterprises selected in the Ministry of Industry and Information Technology's seventh batch of "specialized, refined, unique, and innovative" small giant enterprises, while Dapeng New District has only 6 such enterprises, indicating a lag in nurturing quality SMEs despite high industrial contribution to GDP [1][5]. Group 1: Dapeng New District Overview - Dapeng New District has fewer enterprises and well-known companies compared to traditional strong districts in Shenzhen, but it possesses high-potential development areas like the Baguang area, which was designated as a key growth zone for Shenzhen's International Biological Valley [2]. - The Baguang area was initiated for substantial construction in early 2016, aiming to become a significant growth engine for the region [2]. Group 2: Current Industrial Landscape - After nearly a decade of development, the Baguang area appears underdeveloped, with many industrial spaces remaining vacant and key projects like the Baguang Cultural Center and Sports Center not yet operational [3][6]. - The first industrial project, Biological Garden, has been operational for three years but has low occupancy rates, with many buildings remaining empty [8][10]. Group 3: Project Delays and Challenges - The Baguang Medical Technology Park, which was expected to be a significant development in the medical device sector, remains largely undeveloped three years after its groundbreaking ceremony, with visible signs of neglect [11][12]. - The Dapeng New District has reported a total of 78 projects in the Baguang area, with 57 completed and 8 under construction, but delays in key projects like the Baguang Industrial Incubator and Innovation and Entrepreneurship Park have been noted, with completion pushed to mid-2026 [18]. Group 4: Government Responses and Future Outlook - The Dapeng New District's Technology and Industrial Information Bureau indicated that the region has only 6 "small giant" enterprises, attributing the low number to the area's focus on tourism and a lack of existing enterprises [14]. - The Dapeng New District's Business Bureau reported the addition of 97 enterprises through investment attraction over the past three years, highlighting efforts in various sectors including biomedicine and low-altitude economy [16].

Summary of Economic Data and Industry Insights Industry Overview - The economic data for November indicates a GDP growth rate of approximately 4%, remaining stable but at a relatively low level, with a narrowing supply-demand gap and an improvement in the supply-strong, demand-weak scenario compared to October [1][2] - The manufacturing sector shows a clear trend towards high-end development, with production growth in high-tech industries such as equipment manufacturing and electronic communications rising against the trend [1][3] - Emerging industries, including low-altitude economy, industrial robots, and new energy supply chains, are performing well, suggesting potential investment opportunities in related stocks [1][3] Key Economic Indicators - Consumer goods consumption has rapidly declined due to a drop in demand for new products and preemptive demand effects, leading to a decrease in retail sales [1][5] - The service sector's production index has shown resilience, particularly in modern services like information transmission, leasing, and business services, despite an overall decline [4] Consumer Trends - The structure of consumer demand is primarily focused on three main lines: essential goods (e.g., food), new industries (e.g., home appliances), and some upgraded products (e.g., jewelry) [5] - The restaurant sector rebounded after a low point mid-year but saw a slight decline in November [5] - The 2026 outlook suggests that new policies will likely continue to support consumer demand, particularly in service consumption areas such as cultural tourism, elderly care, and healthcare [5] Employment and Unemployment - The unemployment rate has shown some improvement, but remains relatively high, putting pressure on employment and consumer confidence [6] - Policies aimed at improving the job market, income distribution, and social security systems are crucial for enhancing consumer spending and stock market performance [6] Investment Landscape - Fixed asset investment in November saw a year-on-year decline of over 10%, with real estate investment rapidly decreasing [7] - Infrastructure investment is expected to face challenges in 2026 due to local government debt pressures and weak real estate chains, although there is potential for stabilization with policy support [7][8] - High-end manufacturing shows signs of recovery, and industrial upgrades are seen as a long-term growth driver [7] Future Economic Policies - The macroeconomic policy for 2026 will focus more on supply-side reforms, optimizing supply, and expanding domestic demand [9] - The central economic work conference emphasizes the need to enhance supply-side priorities to improve economic efficiency and address long-term low inflation and supply-demand imbalances [9] - The anticipated economic environment for 2026 suggests a GDP growth rate of around 4.9%, close to 5%, despite ongoing economic fluctuations [8]

Core Viewpoint - The low-altitude economy is poised to reshape the three-dimensional transportation landscape, becoming the next trillion-dollar industry following electric vehicles, as highlighted by Professor Xie Shengli from Guangdong University of Technology [5]. Industry Overview - The 2025 International Low Altitude Economy Trade Expo in Guangzhou attracted over 350 enterprises, showcasing the entire low-altitude industry chain from upstream materials to core components and application scenarios [5][6]. - The event reflects the robust vitality of Guangdong's low-altitude economy, which is supported by national strategies that have integrated low-altitude economic development into government planning since 2021 [6]. Market Potential - By 2035, China's low-altitude economy market is expected to reach 3.5 trillion yuan, with key regions including the Guangdong-Hong Kong-Macao Greater Bay Area and the Yangtze River Delta [7]. - As of the end of 2024, the number of registered traditional general aviation aircraft in China is projected to be 3,232, while the number of registered drones is expected to reach 2.177 million, with drone flight hours surpassing 26.67 million, significantly outpacing traditional aviation [7]. Regional Advantages - Guangdong is home to over 15,000 low-altitude economy enterprises, accounting for more than 30% of the national total, and is expected to surpass 180 billion yuan in low-altitude economic output in 2024 [8]. - The region leads globally in the drone sector, with consumer drones making up 70% of global production and industrial drones 50% [8]. Challenges and Responses - The low-altitude economy faces challenges such as underdeveloped high-value application scenarios and stringent airspace management, which hinder the realization of its full potential [10]. - Energy supply is a critical challenge, particularly regarding battery technology that meets the high power output requirements for vertical takeoff and landing [11]. - Guangdong is proactively addressing these challenges by optimizing airspace management and focusing on key technological advancements through collaborative efforts among government, academia, and industry [11][12].