格隆汇1月13日丨昭衍新药(603127.SH)在互动平台表示，公司非人灵长类模型主要是自用，用于非临床 安评实验相关研究，不涉及脑机接口业务。 ...

Group 1 - The core viewpoint is that the Sci-Tech 200 ETF (Guotai, code: 589223) presents investment value due to its more balanced industry distribution compared to other broad-based indices on the Sci-Tech board, with sectors including electronics (31%), pharmaceuticals (18%), machinery (13%), chemicals (8%), and others, resulting in a relatively dispersed concentration with the top ten stocks accounting for about 11% of the total weight [1] Group 2 - The Sci-Tech 200 index is expected to provide more opportunities in a structural market, reflecting the development direction of new productive forces more comprehensively [2] - The Sci-Tech 200 ETF is designed for investors looking to conveniently participate in small-cap hard technology companies on the Sci-Tech board, allowing for a one-click investment approach [2]

Core Viewpoint - Shanghai has released a three-year action plan to support the transformation and upgrading of advanced manufacturing, aiming to add 100 enterprises with an annual output value exceeding 1 billion yuan by 2028, totaling over 600, and to drive the addition of 500 new large-scale industrial enterprises in the supply chain, while significantly increasing the proportion of R&D expenses in revenue [2][3][7]. Group 1: Main Goals - By 2028, the plan aims to add 100 manufacturing enterprises with an annual output value exceeding 1 billion yuan, totaling over 600, and to drive the addition of 500 new large-scale industrial enterprises in the supply chain [7]. Group 2: Implementation Actions - **Optimizing Traditional Advantage Industries**: The plan encourages petrochemical companies to reduce oil dependency and develop new functional materials, while supporting steel and non-ferrous metal companies to strengthen specialty steel and expand lightweight alloys [8]. - **Accelerating Leading Industry Strategies**: Support for integrated circuit companies to focus on equipment, advanced processes, and materials, aiming to cultivate internationally competitive leading enterprises [8]. - **Promoting Key and Emerging Industries**: The plan emphasizes the development of new-generation electronic information, smart connected vehicles, high-end equipment, and green low-carbon industries [9]. Group 3: Innovation and Technology - **Releasing Innovation Vitality**: The plan supports enterprises to increase basic research investment, providing financial subsidies based on the amount of R&D expenditure [9]. - **Accelerating Core Technology Breakthroughs**: Focus on supporting enterprises in laser manufacturing, quantum technology, and new functional materials to conduct foundational research [10]. Group 4: Quality and Efficiency Enhancement - **Promoting Technological Transformation**: Support for enterprises to upgrade production, R&D, and design processes, with financial support for fixed asset investment loans [10]. - **Deepening Digital Transformation**: The plan includes initiatives for AI integration in manufacturing, aiming for large enterprises to achieve full digital application coverage by 2027 [10]. Group 5: Resource and Support Actions - **Strengthening Talent Development**: The plan supports enterprises in attracting high-level talent, providing priority recommendations for national and local talent cultivation programs [11]. - **Enhancing Financial Support**: Focus on promoting low-interest, high-amount, and long-term loan products for manufacturing enterprises, with interest subsidies for key component and raw material loans [12]. - **Expanding Logistics Support**: The plan aims to build industrial logistics and warehousing facilities to integrate logistics with manufacturing [12].

新京报贝壳财经讯 据"工信微报"披露，1月13日上午，工业和信息化部党组书记、部长李乐成主持召开 第十八次制造业企业座谈会，会上，来自钢铁、有色、新材料、汽车、机械、船舶、轻工、医药、电子 等重点行业的12家企业负责人和中国机械工业联合会、中国石油和化学工业联合会负责同志作交流发 言。会议强调，广大企业家要坚守主业，加快高质量发展。在加快自身发展的同时引领行业提质增效， 以优质产品和服务在国内外市场赢得竞争优势。深耕创新，提升核心竞争力。在提升基础研究和原始创 新能力方面下苦功夫，深扎底层原理和根技术，把创新根基和底座筑牢筑实。加强自律，打造良性生 态。积极参与行业规则制定和自律机制建设，自觉抵制"内卷"，促进共赢，呵护行业发展环境，为加快 推进新型工业化、建设制造强国作出更大贡献。 ...

1月13日上午，工业和信息化部党组书记、部长李乐成主持召开第十八次制造业企业座谈会，深入学习 贯彻习近平总书记关于新型工业化的重要论述，贯彻落实党的二十届四中全会和中央经济工作会议精 神，聚焦实现"十五五"工业经济良好开局，听取重点行业企业情况介绍和意见建议。 会上，来自钢铁、有色、新材料、汽车、机械、船舶、轻工、医药、电子等重点行业的12家企业负责人 和中国机械工业联合会、中国石油和化学工业联合会负责同志作交流发言，介绍企业生产经营和行业发 展情况，围绕稳定经济运行、激发市场潜力、推进技术攻关、优化发展环境、加强助企帮扶等方面建言 献策。部相关司局和单位对问题诉求和意见建议现场予以回应。 转自：北京日报客户端 会议指出，当前我国工业正处于由大变强、爬坡过坎的关键阶段，在外部环境变化影响加深、内部风险 挑战增多的形势下，工业经济平稳运行压力增大。同时也要看到，我国工业经济的底盘坚实、韧性强 劲，具有超大规模市场、完整产业体系、丰富人才资源等优势，长期向好的支撑条件和基本趋势没有改 变。要坚定信心、直面问题，切实把思想和行动统一到党中央对形势的科学判断上来，牢牢锚定推动高 质量发展这个首要任务和推进新型工业化这 ...

Group 1 - The MSCI China Healthcare Index has increased by 11.8% year-to-date, outperforming the MSCI China Index which rose by 9.1% [1] - The pharmaceutical industry has seen significant growth, primarily due to the valuation correction that occurred in the fourth quarter of last year, leading to strong allocation interest from institutional investors at the beginning of the year [1] - The trend of innovative drugs going overseas is expected to continue until 2026, with a focus on the clinical progress and data validation of pipelines that have already entered international markets [1] Group 2 - The report recommends buying shares in companies such as 3SBio, Genscript Biotech, WuXi AppTec, and China National Pharmaceutical Group [1]

工业和信息化部召开第十八次制造业企业座谈会 1月13日上午，工业和信息化部党组书记、部长李乐成主持召开第十八次制造业企业座谈会，深入学习 贯彻习近平总书记关于新型工业化的重要论述，贯彻落实党的二十届四中全会和中央经济工作会议精 神，聚焦实现"十五五"工业经济良好开局，听取重点行业企业情况介绍和意见建议。 会上，来自钢铁、有色、新材料、汽车、机械、船舶、轻工、医药、电子等重点行业的12家企业负责人 和中国机械工业联合会、中国石油和化学工业联合会负责同志作交流发言，介绍企业生产经营和行业发 展情况，围绕稳定经济运行、激发市场潜力、推进技术攻关、优化发展环境、加强助企帮扶等方面建言 献策。部相关司局和单位对问题诉求和意见建议现场予以回应。 会议指出，当前我国工业正处于由大变强、爬坡过坎的关键阶段，在外部环境变化影响加深、内部风险 挑战增多的形势下，工业经济平稳运行压力增大。同时也要看到，我国工业经济的底盘坚实、韧性强 劲，具有超大规模市场、完整产业体系、丰富人才资源等优势，长期向好的支撑条件和基本趋势没有改 变。要坚定信心、直面问题，切实把思想和行动统一到党中央对形势的科学判断上来，牢牢锚定推动高 质量发展这个首要 ...

会议强调，广大企业家要坚守主业，加快高质量发展。立足"两个大局"，胸怀"国之大者"，在加快自身发展的同时引领行业提质增效，以优质产 品和服务在国内外市场赢得竞争优势。深耕创新，提升核心竞争力。在提升基础研究和原始创新能力方面下苦功夫，深扎底层原理和根技术，把 创新根基和底座筑牢筑实。加强自律，打造良性生态。积极参与行业规则制定和自律机制建设，自觉抵制"内卷"，促进共赢，呵护行业发展环 境，为加快推进新型工业化、建设制造强国作出更大贡献。 部相关司局、部代管基金公司负责同志参加会议。 本文来源：工信微报 风险提示及免责条款 1月13日上午，工业和信息化部党组书记、部长李乐成主持召开第十八次制造业企业座谈会，贯彻落实党的二十届四中全会和中央经济工作会议精 神，聚焦实现"十五五"工业经济良好开局，听取重点行业企业情况介绍和意见建议。 会议指出，当前我国工业正处于由大变强、爬坡过坎的关键阶段，在外部环境变化影响加深、内部风险挑战增多的形势下，工业经济平稳运行压 力增大。同时也要看到，我国工业经济的底盘坚实、韧性强劲，具有超大规模市场、完整产业体系、丰富人才资源等优势，长期向好的支撑条件 和基本趋势没有改变。要坚定信心 ...

天眼查工商信息显示，近日，中汇复弘（天津）股权投资基金合伙企业（有限合伙）成立，执行事务合 伙人为弘毅私募基金管理（天津）合伙企业（有限合伙），出资额5.47亿人民币，经营范围为以私募基 金从事股权投资、投资管理、资产管理等活动。合伙人信息显示，该基金由中汇人寿保险股份有限公 司、上海复星医药产业发展有限公司、弘毅私募基金管理（天津）合伙企业（有限合伙）共同出资。 ...

Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index down 0.64% to 4138 points, the Shenzhen Component Index down 1.37%, and the ChiNext Index down 1.96% [1] - The total market turnover reached a record high of 3.7 trillion yuan, an increase of 54.2 billion yuan compared to the previous trading day, with over 3700 stocks declining [1] Sector Performance - The commercial aerospace and satellite internet sectors experienced significant downturns, with nearly 100 stocks, including Aerospace Electronics, China Satellite Communications, and Aerospace Science and Technology, falling over 8% [1] - The large aircraft and military sectors also declined, with stocks like Zhongtian Rocket and Leike Defense hitting the daily limit down [1] - The controllable nuclear fusion sector saw a drop, with Wangzi New Materials hitting the daily limit down [1] - The communication equipment sector fell, with Changjiang Communication hitting the daily limit down [1] - Other sectors with notable declines included Beidou Navigation, quantum technology, 3D printing, CPO concepts, and F5G concepts [1] Positive Sector Movements - The pharmaceutical sector saw a broad increase, with recombinant proteins, CRO, and medical services leading the gains, and stocks like Baihua Pharmaceutical and Boji Pharmaceutical hitting the daily limit up [1] - The precious metals sector rose, with Xiaocheng Technology increasing over 8% [1] - Pfizer announced plans to launch a GLP-1 weight loss drug by 2028, boosting the weight loss drug sector, with Prolo Pharmaceutical nearing the daily limit up [1] - Other sectors with notable gains included innovative drugs, lithium mining concepts, and gaming [1]