值得一提的是，上半年浙江山区海岛县亩均税收增速达16.5%，快于全省平均，发展动能显著增强。其 中，缙云县、青田县、武义县等15个县（市、区）亩均税收增速高于全省平均，展现出较强发展潜力。 分企业来看，优质企业引领示范明显。上半年，浙江亩均税收超30万元的规上企业，以8.3%的数量占 比，贡献了41.5%的税收总额。如链主企业、单项冠军企业、专精特新"小巨人"企业亩均税收分别达 61.0万元、46.5万元、29.9万元，是全省平均的2.5倍、1.9倍、1.2倍。 大型企业规模效应显著。上半年浙江大型企业亩均税收达58.0万元，是全省平均的2.4倍，用地为全省的 14.8%，但税收贡献达全省的34.8%，是全省亩均税收持续提升的核心驱动力量之一。 区域差距正逐渐缩小。当前，浙江11个设区市呈现"头部领先、中部稳健、尾部追赶"的格局。杭甬亩均 税收稳居全省前列，呈"高亩税、低增速"特征，分别是全省平均水平的1.5倍和1.1倍，支撑作用明显。 新兴地区增长强劲，7个地市亩均税收增速高于全省平均。其中，舟山市以50.87%的增速遥遥领先，丽 水市和绍兴市增速也较快。 记者25日从省经信厅获悉，今年上半年，浙江规模以上 ...

核心摘要 【IPO端】根据执中ZERONE统计，2025年7月全板块共有20家公司上市，A股上市8家，港股上市9家，美股上市3家，从IPO总数来看，2025年7月较2025 年6月减少6家，与2024年7月持平。 【退出端】 ◉IPO减持：2025年7月，共有270家上市公司发生了544起减持事件，减持股数较2025年6月上升150.99%，减持金额较2025年6月上升120.29%。减持股数和 金额较2024年7月也均上升1倍左右。 2025年7月 中国企业IPO数量环、同比对比情况 ◉老股转让：2025年7月，共有172家公司发生老股转让事件172起，整体数据环比上月均有所上升，同比2024年下降11.34%。7月投资机构参与的老股转让 事件共153起，占比约为88.95%，事件占比较2025年6月环比下跌7个百分点。 ◉回购交易：2025年7月，共发生157起回购事件，共涉及155家项目公司，环比下降9%左右，同比降幅在40%以上。投资机构参与的回购事件为126起，共 涉及125家公司，占总交易事件的80.25%，较环比小幅下降，同比上升25个百分点。 IPO聚焦电子信息、生物医药赛道 江苏、广东、北京 ...

从国产光纤激光器的进口依赖到全球领先，从国内第一条量产光纤到产销量全球第一，从自主研制 高档数控系统到性能比肩国际先进水平……市场监管部门部署实施的一批质量强链重大标志性项目，取 得了一批阶段性成果，有效支撑了产业建圈强链，助力高质量发展。 打通堵点 破解产业链质量共性问题 据介绍，今年以来，在质量强链工作中，全国绘制质量图谱432份，编制质量问题清单1758份，聚 焦制约产业链高质量发展的堵点卡点，实施重点攻关项目1746个，解决质量共性问题6756个。 中国经济网记者在长飞光纤光缆股份有限公司了解到，作为光通信产业链链主企业，长飞构建"标 准创新+技术攻关+全链协同"三位一体质量强链机制，针对部分产品检测方法缺失的共性问题，聚焦试 验方法、测试工装等关键环节实施专项攻关。通过800G光模块电磁兼容测试研究，形成标准试验方法 并制作统一工装，显著提升测试可靠性与规范性，为人工智能算力升级提供技术保障。 在质量强链工作中，科研院所也发挥着不可或缺的作用，中国质量检验检测科学研究院相关负责人 表示，该研究院牵头开展了电动汽车超充、工业机器人产业链质量状况分析与质量技术需求调研，针对 超充领域充电枪接口标准并行、 ...

□ 梅耀林 徐海贤 张胜越 中央城市工作会议提出，着眼于提高城市对人口和经济社会发展的综合承载能力，发展组团式、网络化 的现代化城市群和都市圈。沪苏通地区是长三角世界级城市群和上海大都市圈的核心区域，"十五五"期 间，需进一步推动南通与上海、苏州同城化发展，打造共建共享的创新生态圈、梯次配套的产业圈、便 捷高效的通勤圈、环境共保的生态圈。 建立统筹协调机制。推动建立省级层面的沟通协调机制，近期按产业链协同组建产业联盟，配套常态化 产业对接与联合招商机制；搭建产业链数据信息平台，建立产业链图谱动态监测机制，推动信息互通； 开展三市协同发展的相关规划和行动，聚焦电子信息、高端装备、新材料等主导产业链细分环节，推动 形成"上海总部研发—苏州集成创新—南通规模量产"梯度布局。创新资本跨域配置方式。协同设立"沪 苏通产业创新协同母基金"，建立跨域投资收益共享机制，撬动社会资本重点支持强链补链项目。探 索"两重两新"超长期特别国债跨域使用路径，专项支持机器人、物联网等产品用于沪苏通地区产业设备 升级。构建数据驱动的跨域监管协同体系，实施"一地备案、全域通行"监管互认制度，深化企业服务跨 省通办、一网通办。构建长效利益共享 ...

Core Insights - The company reported a stable operational performance while focusing on high-end equipment and expanding its international market presence despite a complex global environment [1] Financial Performance - For the first half of 2025, the company achieved a revenue of 3.136 billion yuan and a net profit attributable to shareholders of 163 million yuan [2] - The net cash flow from operating activities significantly improved to 547 million yuan, a year-on-year increase of 208.89%, primarily due to a substantial rise in advance payments received for orders [2] - Excluding non-recurring gains and losses, the net profit attributable to shareholders was 164 million yuan, reflecting a 12.20% year-on-year increase, indicating enhanced profitability in core operations [2] - The high-end equipment segment performed notably well, with revenue from material handling equipment reaching 2.279 billion yuan, a year-on-year growth of 26.51% [2] Technological Innovation and Transformation - The company invested 101 million yuan in R&D during the first half of the year, achieving significant progress in multiple projects [3] - Collaborative projects with universities led to the successful development of technologies for extreme condition long-distance efficient conveying systems and automated port equipment [3] - The company is actively promoting the application of AI technology in industrial settings, enhancing product automation and intelligence [3] Financial Structure and Asset Growth - As of the end of the reporting period, total assets reached 11.830 billion yuan, an 11.85% increase from the previous year [4] - The cash balance stood at 4.291 billion yuan, indicating a strong liquidity position [4] - The overall debt ratio remains manageable, and cash flow conditions have significantly improved, providing a solid foundation for future growth and market expansion [4] Strategic Focus and Global Expansion - The company plans to continue focusing on its core high-end equipment business while accelerating its internationalization efforts [5] - The company aims to promote its "GENMA" and "KOCH" brands globally, particularly in offshore wind power, port automation, and clean energy equipment sectors [5] - Despite facing challenges such as international trade fluctuations and exchange rate risks, the company is expected to achieve higher quality development in the second half of 2025 through enhanced technological innovation and global cooperation [5]

Group 1 - The Northeast region of China is recognized as an important industrial base with significant development potential and strategic importance for national industrial security [1][2] - The development of advanced manufacturing clusters in the Northeast is crucial for the region's economic transformation and the construction of a modern industrial system with regional characteristics [3][4] - The core competitiveness of advanced manufacturing clusters in the Northeast lies in the technological accumulation of traditional industries and the ability to support industrial chains [4] Group 2 - The Northeast region is currently experiencing an important opportunity for comprehensive revitalization, with its manufacturing development directly impacting national industrial security and regional economic structure [2][5] - Key strategies for fostering advanced manufacturing clusters include innovation-driven development, optimizing the business environment, and ensuring the availability of essential resources [5][6] - Strengthening open cooperation with other regions and countries is essential for enhancing industrial collaboration and promoting high-end manufacturing exports [7]

Core Viewpoint - The Northeast region of China is crucial for national industrial security and has significant development potential, with a focus on modernizing its industrial system and promoting high-quality economic growth [1][2]. Group 1: Importance of Northeast Region - The Northeast region is recognized as an important industrial base with unique advantages and a strong industrial foundation, emphasizing its strategic role in national industrial security [1]. - President Xi Jinping has highlighted the need for the Northeast to transform traditional industries and cultivate emerging strategic industries to build a modern industrial system [1]. Group 2: Manufacturing Industry Development - The manufacturing sector is vital for national competitiveness and sustainable development, with the Northeast currently at a critical juncture for revitalization [2]. - Integrating resources from various sectors such as equipment manufacturing, new energy, and digital economy is essential for enhancing the advanced manufacturing cluster in the Northeast [2][3]. Group 3: Advanced Manufacturing Clusters - Advanced manufacturing clusters are key to regional economic development, characterized by high industrial agglomeration, strong innovation capabilities, and sustainable growth potential [3]. - The Northeast's advanced manufacturing clusters are supported by a solid industrial foundation and resource reserves, making them crucial for the region's economic transformation [4]. Group 4: Current Developments in Advanced Manufacturing - The Northeast has seen growth in advanced manufacturing clusters across various fields, including high-end equipment, automotive, aerospace, and biomedicine, which are vital for economic transition [4]. - Recent positive changes include accelerated industrial chain extension and strengthened innovation platform construction, supported by increased policy backing for high-quality manufacturing development [4]. Group 5: Strategies for Growth - To foster advanced manufacturing clusters, the focus should be on innovation-driven development, industrial chain collaboration, and optimizing the business environment [5][6]. - Key strategies include enhancing innovation through collaboration among enterprises, universities, and research institutions, and improving the regulatory framework to support business operations [5][6]. Group 6: Talent and Financial Support - Ensuring adequate support for elements such as talent attraction and financial services is critical for the growth of advanced manufacturing clusters [6][7]. - Implementing policies to attract high-end talent and enhancing financial support for enterprises at different life cycle stages are essential for sustaining growth [6][7]. Group 7: Open Cooperation and Sustainability - Strengthening cooperation with other regions and countries is vital for enhancing industrial collaboration and resource flow [7]. - Emphasizing green development through low-carbon technologies and sustainable practices is also a key focus for the advanced manufacturing clusters in the Northeast [7].

从C919大飞机的碳纤维机身，到龙芯处理器的澎湃算力，从港珠澳大桥的跨海钢梁到北斗卫星的原子 钟，每一项大国重器技术的突破都诠释着核心技术自主可控的重要性。 自主可控不仅是产业安全的生命线，更是大国博弈的决胜点。面对技术的挑战，公募基金以其市场化、 专业化的价值发现和资源配置能力，精准引导资金活水浇灌国家战略产业的创新沃土，成为推动科技自 立自强的重要金融力量之一。 在这场科技自主可控攻坚战中，嘉实基金基于产业基本面深度研究，持续将投资力量布局于相关战略 性、关键性领域，积极担当时代赋予的责任。 半导体芯片：时代大背景下的"自主"命题 半导体芯片被誉为数字时代的"新基石"。其重要性已超越单一产业，成为数字经济发展、国防安全及产 业升级的底层支柱。 自主的基因，深植于中国半导体产业的成长血脉。从筚路蓝缕的初创年代，到2014年的《国家集成电路 产业发展推进纲要》与《中国制造2025》明确的重点领域技术路线图——中国半导体的发展战略始终着 眼于构建从芯片设计、制造，到封装测试，以及相关材料和装备的自主生态闭环。 安全是发展的前提，发展是安全的保障。嘉实基金洞察，制造业的核心命题聚焦于"发展、安全与低 碳"三大关键 ...

这几年的大环境大家都知道，不会再有以前那种为了梦想买单的VC了。 某头部基金合伙人坦言："现在看项目，先翻到财务报表最后一页，没有现金流数据的直接 pass" 很多初创企业给投资机构投递了BP后，望眼欲穿，但却迟迟没有回复。 有没有更可靠、更实际、更容易落地的融资方式呢？ 其实靠谱的融资从来不是 "等风来"，而是 "找对门"。 这几年我也见过很多不被 VC 看好的项目，靠着 "非主流渠道" 拿到第一笔启动资金，最后逆袭成行业黑马。 ELLO D E 上 24 11 Press and 创投圈早就不是那个 "PPT 讲故事就能融到钱" 的年代了。 为什么推荐初创公司去？ 很多创业者总觉得 "政府的钱不好拿"，这是天大的误解！现在地方政府的政策性基金，简直是为早期项目量身定做的 "天使轮"。 为什么说它靠谱？ 门槛低到感人：只要公司合法注册纳税 、产品有初步原型、行业方向明确（比如硬科技、生物医药、新能源，高端装备这些政策鼓励的赛道），拿着规范 的 BP 去申报，基本都能拿到几万到百万级的扶持。 关键是：这钱不看你有没有盈利，不逼你签苛刻的对赌，本质是 "陪你试错"。 今年各地更疯了，有的地方开始搞 "风险容忍" ...

新质生产力是由技术革命性突破、生产要素创新性配置、产业深度转型升级催生的当代先进生产 力。其"新"核心在于科技创新推动产业创新，具有新的经济发展动力、高新科技的生产手段、高效的生 产能力、高质量的先进生产成果，以及培育聚集新时代优秀劳动者人才的新性质和新质量，发展以全要 素生产率提升为核心标志。 "十五五"期间，上海因地制宜发展新质生产力，面临以下主要任务： 加大制度型开放力度 上海自贸试验区肩负构建与国际高标准经贸规则相衔接的制度体系和监管模式的任务，试点内容包 括：在货物贸易领域提升自由便利水平，在服务贸易领域深化金融等领域开放，在数字贸易领域加强国 际合作，在知识产权领域强化全流程保护。这些举措将促进商品、技术、资金、数据等要素跨境自由流 动，为高水平制度型开放积累经验。 近年来，国际高标准经贸规则不断演进，从传统关税和非关税壁垒扩展到"边境后"规则，涵盖政府 采购改革、国企改革、劳动者权益保护、环境保护等。因此，上海推进制度型开放需以浦东新区和临港 新片区为前沿阵地，遵循"先立后破"原则，分阶段推进改革，优先解决市场竞争政策中的国企、民企、 外企国民待遇问题。同时，中央与地方需加强统筹协调，确保改革平 ...