天津：经济韧性强劲 实现盘活收入超千亿元 图为新闻发布会现场。(天津市政府新闻办供图) 中新网天津10月22日电 (江莹 周亚强)21日，天津市政府新闻办举行高质量完成"十四五"规划系列主题 新闻发布会。天津市发展改革委主任戴永康介绍，天津在盘活存量、做优增量、提升质量中加快培育新 动能，导入新业态、新产业、新功能，自去年以来，全市盘活存量土地3887公顷、空置房产1669万平方 米，实现盘活收入超千亿元。 来源：中国新闻网 编辑：郭晋嘉 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 戴永康介绍，"十四五"期间，天津老旧厂区、商务楼宇、工业园区等一批存量资源有效盘活，274处、 240.77万平方米商业设施实现业态升级，原开滦矿务局大楼等142栋小洋楼焕新亮相。京东、华为等一 批民营企业在津深入合作，空客、英力士等一批外企在津增资扩产，南港120万吨乙烯等一批牵引高质 量发展的项目建成投产，支撑性资源和标志性项目加速集聚 ...

Economic Overview - Shanghai's GDP for the first three quarters reached 40,721.17 billion yuan, with a year-on-year growth of 5.5% at constant prices [1] Industrial Production - Industrial added value in Shanghai grew by 5.2% year-on-year, with total industrial output value increasing by 5.7% [2] - Key manufacturing sectors showed significant growth: railway, shipbuilding, aerospace, and other transport equipment increased by 15.9%, electrical machinery and equipment by 14.3%, and computer and communication equipment by 12.1% [2] - The three leading manufacturing sectors (AI, integrated circuits, and biomedicine) saw production value growth of 12.8%, 11.3%, and 3.6% respectively [2] - Strategic emerging industries in manufacturing grew by 7.3%, with new energy industries up by 19.6% [2] Tertiary Sector Growth - The tertiary sector's added value increased by 5.9%, with information transmission, software, and IT services growing by 15.5% [3] - The financial sector's added value reached 6,965.27 billion yuan, marking a 9.8% increase [3] Fixed Asset Investment - Fixed asset investment in Shanghai rose by 6.0%, with industrial investment surging by 20.3% [4] - Urban infrastructure investment grew by 11.7%, while real estate development investment saw a modest increase of 2.2% [4] Consumer Market - Retail sales of consumer goods totaled 12,302.77 billion yuan, reflecting a year-on-year growth of 4.3% [5] - Categories such as sports and entertainment goods, furniture, and home appliances experienced significant retail growth, with increases of 27.7%, 22.1%, and 28.2% respectively [5] Financial Market Activity - Major financial markets in Shanghai saw a transaction volume increase of 12.7%, with the Shanghai Stock Exchange's securities transaction volume up by 38.4% [6] - By the end of September, the balance of deposits in financial institutions reached 23.84 trillion yuan, a year-on-year increase of 8.4% [6] Price Stability and Income Growth - Consumer prices remained stable, with the CPI unchanged year-on-year [7] - The average disposable income for residents reached 69,220 yuan, reflecting a growth of 4.3% [7]

New Stock Offerings - Dana Biological's subscription code is 920009, with an issue price of 17.10 yuan per share and a subscription limit of 360,000 shares [1] Economic and Trade Relations - China's stance on Sino-U.S. economic and trade issues is consistent and clear, emphasizing that trade wars do not benefit either side and should be resolved through equal and respectful negotiations [3] - A video conference was held between China's Minister of Commerce and the EU's Trade Commissioner to discuss key economic and trade issues, including export controls and the EU's anti-subsidy case against Chinese electric vehicles [3] Artificial Intelligence Development - Guangdong Province's action plan aims to enhance high-quality development in manufacturing through artificial intelligence, focusing on various sectors such as consumer electronics and biomedicine, and providing funding support for benchmark projects [4] - Zhejiang Province's draft action plan aims to cultivate leading intelligent development platforms and achieve over 70% application penetration of intelligent systems by 2027, with a goal of over 90% by 2030 [5] Tourism and Consumption - Guizhou Province's implementation plan aims to enhance tourism consumption by creating world-class destinations and promoting deep experience tourism products, alongside policies to optimize travel services [6] - Guangzhou's action plan focuses on boosting consumption by enhancing the management of state-owned listed companies and promoting income growth through various measures [7] Company Performance Highlights - Pop Mart reported a year-on-year revenue increase of 245%-250% in Q3 [11] - Jin Gu shares received a project designation from a global leading automotive company for low-carbon wheels [12] - China Telecom's net profit for the first three quarters increased by 5.03% year-on-year [13] - Shiyida's net profit for Q3 surged by 471.34% year-on-year [14] - Wancheng Group's net profit for the first three quarters increased by 917.04%, with a proposed dividend of 1.5 yuan per share [15] - Shengnong Development's net profit for the first three quarters rose by 202.82%, proposing a dividend of 3 yuan per share [16] - China National Materials' net profit for Q3 increased by 234.84% year-on-year [17] - Grebo received significant orders from a leading U.S. home improvement retailer for lithium battery outdoor power equipment [18]

Core Insights - During the "14th Five-Year Plan" period, Shanghai's Minhang District achieved a GDP exceeding 400 billion yuan and a fiscal revenue surpassing 90 billion yuan, ranking second in the city [1] - The district's R&D expenditure accounted for approximately 8% of its GDP, maintaining the highest ratio in Shanghai [1] - The output of strategic emerging industries constituted 52.6% of the total industrial output, exceeding the city average by 9 percentage points [1] - Minhang has been recognized as "China's Most Livable District" for two consecutive years [1] Economic Development - Minhang District has established three trillion-yuan industrial clusters focusing on advanced energy equipment, green low-carbon industries, aerospace, and biomedicine, while also planning for future industries such as low-altitude economy and brain-computer interfaces [1][2] - The biomedicine industry in Minhang doubled from 32.7 billion yuan to 67.6 billion yuan during the "14th Five-Year Plan," with significant advantages in pharmaceutical equipment and genetic testing [2] Innovation and Talent Attraction - The Shanghai Brain-Computer Interface Future Industry Cluster, supported by various institutions, aims to create a comprehensive innovation ecosystem with a planned area of 100,000 square meters [2] - Minhang has attracted 1,759 high-level talents from overseas, a 192% increase from the end of the "13th Five-Year Plan" [6] - The "Hai Ju Ying Cai" entrepreneurship city focuses on biomedicine, artificial intelligence, and high-end equipment, creating an innovative ecosystem for startups [5][6] Quality of Life Improvements - Minhang has opened 14 new primary and secondary schools, increasing the total to 298, ranking second in the city [7] - The district's average disposable income per capita rose from 74,800 yuan to 92,600 yuan during the "14th Five-Year Plan" [7] - Minhang has implemented various housing initiatives, including the construction of 71,000 affordable rental housing units, accounting for 1/8 of the city's total [10]

10月21日，据广东省人民政府网站消息，广东省人民政府办公厅近日印发《广东省人工智能赋能制造业 高质量发展行动方案（2025—2027年）》。 《方案》全文分为四个部分，共提出16项措施，旨在推动人工智能赋能广东制造，促进制造业数字化转 型、智能化跃升。 推动工业模型创新发展 在推动工业模型创新发展方面，《方案》提出，以"百行千模"为牵引，聚焦电子信息、智能家电、汽 车、机器人等重点行业，支持工业企业、人工智能企业培育一批适应制造业复杂任务环境、具备跨模态 数据处理能力的垂直领域大模型，研制一批质量检测、工艺优化、设备运维等场景专用小模型，对于符 合条件的工业模型项目择优予以资金支持。鼓励地市设立"模型券"，支持企业购买工业模型服务。依托 专业机构建立工业模型评测体系，评估工业模型综合能力。 《方案》表示，围绕电子信息、装备、原材料、消费品等行业，支持工业企业、平台企业、数据服务企 业建设高质量的行业通识和行业专识数据集，构建生产工艺参数、设备运行数据、质量检测报告、故障 诊断记录、供应链信息等工业知识语料库，将工业领域数据集和工业知识语料库纳入重点项目支持范 围。支持企业承担和建设可信数据空间创新发展试点。 ...

Core Insights - Shandong Province is enhancing cooperation with multinational companies to build a mutually beneficial industrial ecosystem, focusing on expanding foreign investment and optimizing the investment environment [1] Group 1: Expansion of Open Fields - Shandong is implementing a new negative list for foreign investment, promoting openness in manufacturing, services, and agriculture sectors [4] - Major global companies such as Henkel, AstraZeneca, and HP have established operations in Shandong, contributing to the development of industry clusters in new materials, biomedicine, and information technology [4] - In the automotive sector, companies like Hyundai and ZF are increasing investments to participate in the supply chain [4] - The city of Qingdao has been approved as a national pilot for expanding the service industry [4] - Multinational corporations like Olam and Tyson are expanding investments in modern agriculture, including livestock and grain processing [4] Group 2: Expansion of Cooperation Channels - From 2021 to 2024, Shandong is conducting a profit reinvestment initiative, with foreign investment enterprises' profit reinvestment accounting for 8.8% of the province's actual foreign capital utilization [4] - The Asia Pacific Forest Products project has seen 27 rounds of capital increases, totaling nearly 30 billion yuan [4] - The project by CJ Bio has undergone 10 expansions since 2004, with a total investment of 580 million USD [4] - Cross-border mergers and acquisitions in key industries such as fine chemicals and biomedicine are accelerating, with notable deals including the acquisition of Luyang Energy by Chiyang Asia and the acquisition of Fengxiang Foods by TPG Capital [4] - The financial sector is also seeing increased foreign investment, with institutions like Deutsche Bank and Intesa Sanpaolo establishing a presence in Shandong [4] Group 3: Strengthening Policy Integration - Shandong has introduced a series of policies to stabilize foreign investment, eliminating restrictions on foreign investment in manufacturing and ensuring consistent management for domestic and foreign investments [5] - This year, Shandong has proposed 23 practical measures across five areas to align with the national plan for stabilizing foreign investment [5] - Ongoing communication mechanisms such as multinational company forums and roundtable discussions for foreign investment enterprises are being improved to ensure policy interpretation and issue resolution [5] - The provincial government emphasizes that foreign enterprises are crucial participants in China's modernization and globalization efforts, positioning Shandong as an attractive investment destination [5]

Core Insights - The Guangdong Provincial Government has issued an action plan for high-quality development of manufacturing empowered by artificial intelligence from 2025 to 2027, aiming to establish benchmarks for AI applications in various industries [1] Group 1: Action Plan Overview - The action plan focuses on the integration of artificial intelligence with manufacturing, targeting sectors such as consumer electronics, high-end equipment, automotive, petrochemicals, metal manufacturing, advanced materials, home furnishings, apparel and bags, biomedicine, food, and toys [1] - It emphasizes the support for industrial enterprises to enhance the application of "industry models + specialized models + intelligent agents" [1] Group 2: Benchmarking and Funding - The plan includes the selection and recognition of provincial-level AI integration application benchmarks, with funding support for qualifying benchmark projects [1] - It aims to cultivate intelligent factories through a gradient nurturing action, promoting precise execution of single equipment, autonomous decision-making in manufacturing units, dynamic optimization of production lines, and digital twin technology in manufacturing workshops [1] Group 3: Smart Factory Development - The initiative seeks to establish a number of advanced, excellent, and leading smart factories with high standards [1]

Core Insights - The Shanghai Stock Exchange (SSE) has made significant progress in supporting high-quality development and has become a leading global exchange, evidenced by a 16% year-on-year increase in IPOs and a 138% increase in major asset restructurings [1][4]. Group 1: Technology Innovation and Market Growth - Nearly 70% of new listings are technology innovation companies, reflecting the rise of new productive forces [1]. - The proportion of technology innovation companies in the Shanghai market increased from 32% to 41%, with their market capitalization rising from 27% to 32% over five years [2]. - R&D investment by companies in the Shanghai market grew from 0.64 trillion yuan to 1.07 trillion yuan, a 66% increase, accounting for nearly 40% of national R&D investment [2]. Group 2: Market Functionality and Financing - The total financing amount from stock IPOs in the Shanghai market increased by 16% during the "14th Five-Year Plan" period [4]. - The bond market's total issuance reached 31 trillion yuan, a 42% increase, with over 10 trillion yuan in industrial bonds and ABS products [4]. - The scale of ETF products grew from 0.9 trillion yuan to 4 trillion yuan, a nearly 3.5 times increase, becoming a significant channel for long-term capital [5]. Group 3: Mergers and Acquisitions - The SSE has seen a 20% increase in disclosed asset restructurings and a 138% increase in major asset restructurings since the introduction of new regulations [5]. - The number of major asset restructuring projects on the Sci-Tech Innovation Board in 2024 has already exceeded the total from the previous five years [5]. Group 4: Reform and Market Structure - The average annual compound growth rate of operating income and net profit for listed companies was 3.8% and 4.6%, respectively, with total announced dividends reaching 7.32 trillion yuan, a 51.2% increase [6]. - The proportion of professional institutions holding A-share market capitalization increased by 47%, with long-term capital holdings rising by 55% [6]. Group 5: Investor Protection and Market Ecology - The SSE has implemented a new regulatory system to combat fraud and financial misconduct, resulting in nearly 800 disciplinary actions [8]. - The SSE has reduced fees and provided benefits totaling approximately 4 billion yuan over the past three years, enhancing market communication and service [9].

Overview - China's economy showed resilience in Q3, with actual GDP growing by 4.8% year-on-year, a slight decline of 0.4 percentage points from Q2. Cumulatively, GDP growth for the first three quarters reached 5.2%, indicating that the annual growth target is achievable [1]. Economic Structure - The supply-demand structure continues to deepen, with external demand showing unexpected resilience while internal demand is slowing down. In Q3, external demand growth outpaced production and internal demand, with non-US exports supporting external demand [3][6]. - Price governance has made initial progress, with the gap between nominal and actual GDP growth narrowing slightly. Actual GDP growth exceeded nominal growth by 1.1 percentage points, while nominal GDP growth fell to its lowest level in 2023 at 3.7% [6]. - Economic data for September showed a continuous slowdown in growth rates for four months, with production accelerating but investment and consumption declining more significantly [9]. Consumption - Retail sales growth in September was 3%, slightly below market expectations, marking the fourth consecutive month of decline. Restaurant consumption saw a more significant drop than goods consumption, with restaurant service growth falling to 0.9% [12]. - Goods consumption growth decreased by 0.3 percentage points to 3.3%, with subsidized categories experiencing a more substantial decline than non-subsidized ones. The contribution of final consumption expenditure to GDP growth in Q3 was 56.6%, driving GDP growth by 2.7 percentage points [12]. Fixed Asset Investment - Fixed asset investment fell by 0.5% in September, with infrastructure investment down by 2.1 percentage points, manufacturing investment down by 0.9 percentage points, and real estate investment down by 13.9% [17]. - Real estate sales growth was affected by base disturbances, with both sales area and amount declining by 10.5% and 11.8%, respectively. Real estate investment growth hit a record low of -21.3% in September [17][19]. Trade - September saw a significant increase in import and export growth, with exports growing by 8.3% year-on-year in USD terms, supported by low base effects and recovery in global economic conditions. Trade surplus continued to expand [25]. - Imports also saw a notable increase, driven by demand recovery from major projects, although sustainability remains uncertain [25]. Supply - Industrial production growth accelerated in September, with the industrial added value growing by 6.5%, significantly exceeding market expectations. The production and sales rate improved slightly to 96.7% [27][28]. - The manufacturing sector is experiencing a mixed impact from "anti-involution" policies, with some industries facing production slowdowns [28]. Inflation - CPI inflation showed signs of improvement, with the decline narrowing to -0.3%. Core CPI inflation rose to 1.0%, the highest in 19 months, supported by rising gold prices and improvements in some durable goods prices [29]. Outlook - The economic outlook for Q4 remains challenging, with pressures from insufficient effective demand and low price levels. The upcoming policies from the recent party meeting may provide additional support [31].

Group 1 - The "Strong Country with Me" job fair at Nanjing University of Aeronautics and Astronautics featured 237 manufacturing companies, highlighting the sector's dominance in recruitment [1][3] - The manufacturing industry is undergoing a "digital intelligence" upgrade, shifting job demands from physical labor to intellectual roles, with a focus on positions such as smart manufacturing engineers and integrated circuit engineers [3][5] - Companies like Chip Love Technology and GoerTek are expanding their workforce, indicating a growing demand for technical talent in research and development roles [5][7] Group 2 - Employers are increasingly prioritizing "practical experience" and "professional matching" when selecting candidates, with students who have hands-on experience being more favored [7][8] - There is a noticeable increase in graduates' willingness to work in the manufacturing sector, driven by the potential for long-term career growth and stability despite initial challenges [8][9] - The Nanjing University of Aeronautics and Astronautics has implemented a comprehensive employment training system to enhance students' job readiness, focusing on technological innovation as a core competency for future employment [9]