2月24日，2026年广东省高质量发展大会召开。大会汇聚各方智慧，共谋"制造业与服务业协同发展"新 篇。在"科技与金融创新赋能产业融合"分会场上，广东省委金融办副主任李腾飞解读了《广东省推动金 融服务科技强省建设工作方案》（以下简称"《工作方案》"）。 据介绍，《工作方案》包含总体目标、强化对科技强省建设的金融支持、主要任务三部分共15条内容， 首次提出"三大工程"，聚焦服务"三个重点"，形成"3+3"系统体系支撑科技强省建设。 在总体目标方面，《工作方案》提出到2027年底，初步建成与科技创新相适应的现代科技金融矩阵体 系。力争科技型企业贷款及科技相关产业贷款余额位居全国前列，增速高于贷款平均增速，知识产权质 押融资规模持续增长，科技支行服务质效显著提升，科技保险共保体服务能力不断增强；直接融资保持 全国前列，科创债发行规模实现跨越式增长；绿色期货品种体系更加丰富，地方金融组织支撑科技创新 能力稳中有进。 "三个重点"： 聚焦重点区域、重点产业和重点企业 李腾飞对《工作方案》的创新亮点进行了具体介绍。据介绍，《工作方案》亮点之一是突出金融服 务"三个重点"的战略蓝图与靶向目标。 在重点区域方面，以《粤港澳大 ...

前不久，西安高新区宣布，将重点培育光子、低空经济等8条"新赛道"。其中，高端新材料、低空 经济、高端医疗器械等4条赛道属于国家重点培育方向。西安高新区计划到2028年实现各赛道营业收入 年均增长20%。 站在新起点，如何布局未来产业？西安高新区关于"新赛道"的谋篇布局已经悄然拉开序幕。 系统化培育新质生产力 西安高新区清晰勾勒出"新赛道"的产业图景。除已进入国家培育方向的四大领域外，光子、有色精 密制造材料、空天动力、新型储能等被列为区域重点培育方向，覆盖硬科技关键领域。 科技日报记者 王禹涵 这种"需求牵引、平台支撑"的模式，正是西安高新区落实《国家高新区新赛道培育行动方案》的具 体实践。针对方案提出的"强化技术策源、完善孵化链条"，西安高新区通过"一赛道一专班""平台+基金 +生态"等创新机制系统落实。 机制上，西安高新区建立"一赛道一专班"模式，每条重点赛道都由专门团队负责，统筹推进技术攻 关、企业招商、项目服务等环节，打破部门壁垒，实现"一条龙"培育。 空间是产业发展的物理载体。根据规划，西安高新区正布局高端新材料领域的碳基先进材料产研一 体化基地、低空经济领域的特种飞行器产业园等特色产业园区，为不同 ...

抢进度、赶订单，机器轰鸣不停转，工人忙碌赶生产。春节假期，南京重点企业掀起新春生产攻坚 热潮，全力以赴冲刺一季度"开门红"。《2026年春节期间暖心惠民稳岗留工十条举措》也打出助企稳 产、服务升级等"组合拳"，为企业生产保驾护航，让留岗员工暖心过节。 回首过去一年，随着年初《南京市2025年优化营商环境工作要点》发布，南京围绕提升企业感受 度、整体便利度、要素丰裕度、市场容新度、生态共享度"五个度"目标，强化"全生命周期"理念，坚持 系统集成、协同推进，让《工作要点》中的十项工作任务从"纸上"落到"地上"，凝聚成推动经济高质量 发展的磅礴合力。 今天是春节假期后首个工作日，我市将召开2026年全市优化营商环境大会，以"开局即加速、起步 即冲刺"的精气神，向全市发出持续深化改革、精准赋能企业的动员令。 "跨城通办"加速成势，AEO制度大幅压减检查频次 "成为'白名单'企业后，监管部门降低了日常检查、抽查的频率，让企业可以把精力聚焦于经营主 业，提高生产效率。"江苏九天高科技股份有限公司相关负责人的这番话，道出了许多企业的共同心 声。 自去年6月南京出台全省首个工业领域AEO（经认证的经营者）制度以来，九天高科等 ...

1、半导体(A类) 1）SK海力士：今年无法满足所有客户的需求，涨价将贯穿全年(2.22)； 兆易创新、普冉股份、江波龙等； 2、人形机器人(N类) 1）马年春晚带动机器人卖爆：机器人搜索量环比增长超300%(2.16)； 2）官媒点评：春晚"机器人浓度超高"，具身智能未来已来(2.17)；中鼎股份、三花智控、拓普集团等； 3、无人驾驶(N类) 特斯拉宣布，首辆 Cybercab 在美国得州超级工厂正式下线( 春节假期热门题材汇总： 1、半导体(A类) 1）SK海力士：今年无法满足所有客户的需求，涨价将贯穿全年(2.22)； 兆易创新、普冉股份、江波龙等； 2、人形机器人(N类) 1）马年春晚带动机器人卖爆：机器人搜索量环比增长超300%(2.16)； 2）官媒点评：春晚"机器人浓度超高"，具身智能未来已来(2.17)；中鼎股份、三花智控、拓普集团等； 3、无人驾驶(N类) 特斯拉宣布，首辆 Cybercab 在美国得州超级工厂正式下线(2.18)； 浙江世宝、万集科技、联创电子等； 春节假期热门题材汇总： 4、商业航天(N类) 1）马斯克称星舰每年将发射超过1万颗卫星(2.20)； 2）巴西国家电信监管机构 ...

Investment Rating - The report suggests an "Overweight" rating for humanoid robots, AI applications, innovative drugs, and new consumption sectors [5][19]. Core Insights - The report highlights a strong growth potential in humanoid robots, with a projected shipment of nearly 18,000 units globally by 2025, representing a year-on-year increase of 508% [5]. - AI applications are expected to maintain steady growth, supported by the Ministry of Industry and Information Technology's initiative to build a national computing network [5]. - The innovative drug sector is experiencing a shift towards platform capabilities, as evidenced by a significant partnership between Innovent Biologics and Eli Lilly, valued at over $8 billion [9]. - New consumption trends are emerging, with adjustments in CPI statistics reflecting the inclusion of new categories such as dishwashers and medical beauty services [5]. Summary by Category Humanoid Robots - Rating: Overweight - Technical Indicators: Strong - Growth Expectation: Medium, stable growth anticipated - Key Data: IDC forecasts a shipment of nearly 18,000 humanoid robots by 2025, a 508% increase year-on-year [5]. AI Applications - Rating: Neutral + Overweight - Technical Indicators: Weak, but stabilizing - Growth Expectation: Medium, slight downward adjustment expected - Key Data: The Ministry of Industry and Information Technology has initiated the construction of a national computing network [5]. Innovative Drugs - Rating: Overweight - Technical Indicators: Strong - Growth Expectation: Low, upward revision expected - Key Data: Significant partnership between Innovent Biologics and Eli Lilly, valued at over $8 billion, marks a new phase in China's innovative drug export strategy [9]. New Consumption - Rating: Overweight - Technical Indicators: Strong - Growth Expectation: Low, stable growth anticipated - Key Data: CPI adjustments include new consumption categories, indicating a shift in consumer behavior [5].

Core Viewpoint - The Liaoning Provincial Government has issued a series of policy measures aimed at promoting economic growth and transformation, focusing on key industries, technological innovation, and financial support for various sectors [4]. Group 1: Financial Support for Key Industries - Annual funding support of up to 2 million yuan is available for enterprises, universities, and research institutions in key industries for purchasing computing power services [5][6]. - Interest subsidies for loans at an annual rate of 1.5% are provided for projects related to low-altitude aircraft and key components, with a maximum annual subsidy of 1 million yuan per project and 5 million yuan per enterprise [6]. - Financial support of up to 200,000 yuan is available for projects that integrate modern services with advanced manufacturing [6]. Group 2: Technological Innovation and Development - Special funds are allocated to support the digital transformation of enterprises, including free diagnostic services and tailored transformation plans [5]. - Funding support is provided for artificial intelligence development, including computing power usage and application scenarios, with a maximum of 2 million yuan for eligible projects [5][6]. - Support for the establishment of technology innovation platforms and specialized verification platforms is available, with funding up to 300,000 yuan for cutting-edge technology research projects [8]. Group 3: Support for Emerging Industries - The government encourages the establishment of national and provincial quality inspection centers, with funding support of up to 100,000 yuan for expanding industrial scale and service capabilities [2]. - Financial support is available for new agricultural business entities, with interest subsidies for loans related to grain and oil planting, modern facility agriculture, and marine fishing vessel upgrades [7]. - Support for cross-border e-commerce development includes funding for platform entry, marketing, and independent site construction, with a maximum of 300,000 yuan per enterprise [10]. Group 4: Infrastructure and Logistics - The government is implementing differentiated toll policies for transportation vehicles, offering discounts for those using ETC systems [7]. - Efforts to reduce port fees and streamline transportation permit processes are underway to enhance logistics efficiency [7]. - Support for the mining industry includes facilitating exploration and development of mineral resources, with a focus on green approval processes [8]. Group 5: Policy Implementation and Evaluation - The policies are effective from the date of issuance, with a general execution period of one year, and specific implementation details will be clarified by the provincial development and reform commission [13]. - Continuous evaluation of policy effectiveness will be conducted, with adjustments made to policies that do not yield significant results [13].

Investment Rating - The report maintains a "Positive" investment rating for the military industry [2]. Core Insights - The military trade and military-to-civilian transition are highlighted as dominant sectors for investment opportunities [4]. - The gas turbine industry is expected to experience long-term high prosperity driven by domestic and international demand [6]. - China's reusable rocket technology has made significant progress, potentially leading to a low-cost era in commercial aerospace infrastructure [32]. - The construction of low-altitude economic infrastructure is anticipated to accelerate due to a joint initiative from five government departments [64]. - There is a strong outlook for the expansion of Chinese high-tech equipment in overseas defense markets [4]. Summary by Sections Gas Turbine Industry - The rise in electricity consumption due to artificial intelligence (AI) is projected to increase by 160% by 2027, with data centers requiring 500 TWh annually [9]. - Global gas turbine installations are expected to reach nearly 60 GW in 2024, with major players like Mitsubishi Power, GE, and Siemens holding over 75% market share [19]. - Orders for GE and Siemens energy businesses are showing significant growth, reflecting strong downstream demand for gas turbines [20]. - Siemens Energy anticipates a substantial increase in profit margins for its gas business, projecting a rise to 14%-16% by 2026 and further to 18%-20% by 2028 [23]. Reusable Rocket Technology - China's Long March 10 rocket has successfully completed key tests in reusable rocket technology, marking a significant advancement [34]. - The domestic commercial aerospace sector is under pressure to meet ambitious satellite deployment goals, with over 15,000 satellites planned by 2030 [39]. - SpaceX's Starship is rapidly maturing, which may disrupt existing space launch capabilities and enhance Starlink's deployment speed [42]. Low-altitude Economic Infrastructure - A joint initiative from five departments aims to strengthen information communication capabilities to support low-altitude infrastructure development [66]. - The low-altitude economy is expected to mirror the rapid growth seen in the electric vehicle charging infrastructure, with significant investments projected [69]. - The low-altitude intelligent network system is crucial for the application of low-altitude industry scenarios, integrating various technologies for effective communication and navigation [72]. Commercial Aerospace - The commercial aerospace industry is advised to focus on investment opportunities related to space infrastructure construction, including satellite and rocket manufacturing [57]. - The industry is in a rapid expansion phase, with significant market potential driven by satellite deployment needs [63].

转自：成都日报锦观 成都市重点产业链图谱 目前，成都已拥有13条千亿级产业链。在此基础上，2025年有10条产业链营收实现两位数增长。千亿产 业夯实全国先进制造业基地建设基石，营收保持两位数增长的新兴产业、未来产业则给了成都向未来要 动力的底气。 推进产业链现代化，事关高质量发展大局、城市现代化全局。2025年9月召开的成都市重点产业链建设 工作推进会上明确，"形成更多万亿级、千亿级产业集群"。 这些重点产业链共同构建起成都现代化产业体系的"四梁八柱"，让高质量发展底盘更稳。 人工智能 主要承载地 四川天府新区 成都高新区 武侯区 成华区 目前 2025年 全市人工智能核心产业规模 国家备案大模型达15款 集成电路 主要承载地 四川天府新区 成都高新区 双流区 目前 按照"强设计、优制造、扩封测、延链条"的思路，成都努力打造国家集成电路产业战略备份基地和中 国"芯"高地。目前，全市聚集比亚迪半导体、成都海光等企业400余家，培育国家"专精特新"小巨人企 业56家，产业规模全国第8，初步形成IC设计、晶圆制造、封装测试以及装备材料等较为完整的产业体 系 新型显示 超1500亿元 同比增长超39% 近3年平均增速 ...

按照产业引领、专班分工、区域联动、精准落地原则，《意见》细化北京、上海、深圳三大驻点专班任 务，实现重点区域与重点产业精准匹配。储能产业依托锂电基础，紧盯固态电池、系统集成、核心装备 等环节；高性能材料立足铝、铜、镁、钛、碳纤维优势，延链发展精深加工与高端复合材料；生物经济 聚焦高原特色资源，打造生物提取、生物医药、医疗器械等；电子信息围绕硅基半导体、新型显示强链 补链；绿色算力以"京数青算"为抓手，对接智算中心、超算中心全链条项目。同时，主动布局低空经 济、氢能、具身智能、光热配套等新赛道，培育新质生产力。 本报西宁讯 （记者 张慧慧） 为主动适应招商引资新形势新挑战，2月9日，西宁（国家级）经济技术开 发区印发《关于进一步加强区域招商专班工作的意见》，以系统化部署、清单化推进、闭环式管理，推 动驻点招商持续发力。 《意见》明确"稳住晶硅、拓展储能、深化有色、壮大生物、算电协同、培育新质"的产业思路，围绕新 能源、新材料、绿色算力、生物经济四大核心赛道，精准招引锻长板、补短板、填空白、强投资的优质 项目，加快构建具有西宁特色与竞争优势的现代化产业体系。并提出量化攻坚目标，即各招商专班全年 对接企业不少于20 ...

晚会还突出"科技为民"的深度思考，深刻体现中国式现代化的人文关怀。小品《奶奶的最爱》关注银发 族拥抱人工智能与代际亲情，通过喜剧形式直面人工智能伦理与技术普惠问题，启发人们继续探寻技 术、产业与社会的协同发展路径。 总台马年春晚以硬核科技，勾勒出中国经济高质量发展的崭新图景。这场文艺盛会既是经济转型升级的 成果展，也是未来发展的宣言书：中国经济唯有向新而行、向优而进，方能于变局中开新局，于挑战中 育先机。 除夕夜的总台春晚，不仅承载着中国人传统年俗的温情记忆，也是观察中国经济转型的重要窗口，更是 鼓舞人们奋发向前的激情号角。 舞台科技沉浸式展示新质生产力的蓬勃发展。科技自立自强是国家发展的战略支撑，我国稳步推进新质 生产力发展，在人工智能、集成电路等领域取得重要进展，关键核心技术不断实现自主突破。总台马年 春晚实现8K超高清电视直播的全面国产化，三维菁彩声技术实现从采集、制作到播出的全链路呈现， 展现了我国超高清视频产业链已实现"端到端"自主可控。机器人"天团"集体亮相，是我国具身智能与高 端制造自主化的"汇报演出"。在感知、规划、控制等方面的扎实进步，使国产机器人可以通过精准化控 制，呈现春晚舞台上的艺术表 ...