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今年要让创新动能充分释放
Xin Lang Cai Jing· 2026-02-07 22:52
Core Insights - The Tianjin Zhongguancun Science City, an important platform for the coordinated development of Beijing-Tianjin-Hebei, has entered its ninth year of substantial construction, with 32 national high-tech enterprises and over 2,000 market entities established [1] - The Science City aims to accelerate the transformation of technological achievements and enhance the integration of industry, city, talent, landscape, and culture during the 14th Five-Year Plan period [1] Group 1 - The construction site of the Tianjin Zhongguancun Science City is bustling, with significant projects like the SANY Renewable Energy Investment Company's factory nearing completion, expected to start production by May [1] - A "running alongside" mechanism was introduced in 2020 to assist enterprises with land acquisition, approvals, and construction, which has been upgraded to include a "chief runner" mechanism to streamline 22 approval items [2] - The collaboration between Baodi District and Beijing Zhongguancun has deepened over the past five years, leading to a more mature "Zhongguancun-like" ecosystem [1][2] Group 2 - Baodi District has integrated a comprehensive service package from Beijing Zhongguancun, implementing 22 policy measures to support high-quality development in the Science City, including innovative service models [2] - Notable innovation platforms such as Peking University Science Park and Beijing University of Technology's drone innovation center are expanding in the Science City, which has also launched Tianjin's first intelligent connected vehicle demonstration application line [2] - In 2023, the Science City plans to attract 120 new enterprises, including 20 manufacturing firms, and expedite the construction of key projects to fully unleash innovation potential [2] Group 3 - The first phase of the Science City, covering 4.19 square kilometers, has been completed with essential infrastructure, including 25 kilometers of municipal roads and various parks, enhancing the living environment for young professionals [3] - Educational facilities such as the Nankai Middle School Science City branch are set to open in the summer, providing quality education for employees' children [3] - Baodi District is working on a construction plan for the Science City aimed at 2035, focusing on innovation in systems and mechanisms, and strengthening connections with high-quality scientific resources from Beijing [3]
全力推进新能源产业布局
Xin Lang Cai Jing· 2026-02-07 20:47
(来源:内蒙古日报) 转自:内蒙古日报 本报鄂尔多斯2月7日电 (记者 郝雪莲 实习生 撖桃)2月7日,在杭锦旗防沙治沙和风电光伏一体化工程 中控室内,工作人员紧盯着大屏幕,不时用对讲机下达指令;室外一线作业人员手持检测仪检查光伏组 件接线端口和输电线路的实时状况,保障项目安全稳定运行。 近年来,杭锦旗积极响应内蒙古"国家重要能源和战略资源基地"与"农畜产品生产基地"建设战略,全力 推进新能源产业布局。截至2025年底,杭锦旗已建成新能源项目52个,装机规模达1077.765万千瓦,居 全区各旗县之首,"风光氢储"一体化产业集群正在加速成型。 新能源项目创新采用"板上发电、板下固沙、板间种植"的立体生态模式,在发电的同时有效治理沙漠。 如今走进杭锦旗,光伏板下的"绿色经济"展现出勃勃生机:板下培育甘草、沙棘,板间成为肉羊天然牧 场,"发电+种植+养殖"的复合产业链初步形成。杭锦旗独贵塔拉镇沙日召嘎查农民马猛说:"光伏区实 施种树种草后,固定住了黄河岸边的那片沙化土地。我把耕地流转之后,还在光伏电厂找到了日常维护 的工作,每月工资5000多元。" 库布其沙漠的"蓝色能源海"与"绿色生态圈"融合互促协同发展,在沙 ...
建议打造全国绿电成本洼地
Xin Lang Cai Jing· 2026-02-07 19:44
省人大代表唐印为企业降本增效建言献策 针对调研中发现的情况,唐印建议,可以构建全链条电力成本管控体系,打造全国特色绿电成本洼地, 让绿电成为产业高质量发展的强劲引擎。 "首先解决'枯水期'用电问题,可以加快新疆—四川特高压直流工程建设,引入西北风光火等互补电 力,破解枯水期电力缺口。"唐印说,同时建议在成都、眉山、德阳、宜宾等负荷中心的材料及化工园 区内布局燃气调峰电站,大力发展用电大户储能,替代枯水期高成本煤电,探索"水风光储能"一体化基 地建设。 结合目前新能源上网电价实际情况,唐印认为可以让所有新能源(含存量)进入市场,取消新能源固定 价格机制,所有新能源上网电价随电力市场价格波动。并动态优化丰枯峰谷电价,将枯水期峰谷价差扩 大至3:1,并执行差价结算机制。 此外,唐印认为,相关部门还可以联合园区,出台园区综合能源服务专项政策,对建设分布式光伏、储 能的工业企业给予投资补贴和容量电费减免,支持发展"虚拟电厂+负荷聚合商",整合园区资源参与市 场调节,降低企业用电成本。同时联合云南、西藏等地深化跨区域协作,平抑电力季节波动。 华西都市报-封面新闻记者 罗石芊 今年省两会上,不少工商界的代表们提到了一个问题 ...
未来的机会在这里!任泽平带你看前沿科技
泽平宏观· 2026-02-07 16:06
以下文章来源于泽平宏观商学 ,作者泽平宏观商学 泽平宏观商学 . 前沿科技企业实战研学 读万卷书行万里路 2025 年 12 月 用心打造最有品质的实战研学。读万卷书,行万里路。把教室搬到世界上最优秀的企业, 请最优秀的企业家和科学家讲课。顺势而为,把握机遇。正心正念,坚持做长期正确的 事! 我们期待与更多的企业家朋友们携手同行,共赴 2026 实战研学之旅! 泽 ZEP 平 INGM 宏 ACR 观 O RE 商 SEAR 学 CH 1-6月日程安排 · 2月27日 北京 国内头部智驾科技企业 人形机器人 年研学安 型成 11月4日-11日 洛杉矶、拉斯维加斯、旧金山 CES、英伟达、特斯拉 谷歌、罗宾汉、playground 斯坦福大学、伯克利大学 3月27日-28日 苏州 追觅科技、魔法原子、灵猴机器人 闭门投研会-2026 Al 的中国力量(一) 3月29日 上海 长三角校友会 4月20日-21日 香港 2026 香港 Web3 嘉年华 复星财富、HashKey、港交所 5月22日-23日 1151 11:47:50 深圳 华为、新凯来、江波龙、莫界科技 闭门投研会—2026 Al 的中国力量(二) ...
安徽:能势提升奋力向前
Shang Hai Zheng Quan Bao· 2026-02-07 16:04
Group 1: Innovation and Technology Development - Anhui's regional innovation capability remains in the top tier nationwide, with significant advancements in technology innovation, particularly in quantum information, fusion energy, and deep space exploration [2][3] - The province has invested over 40 billion yuan in major scientific projects and has seen its fiscal spending on science and technology exceed 50 billion yuan for three consecutive years, marking a historic leap [3][4] - Reforms in research funding management have saved researchers 15%-30% of their time, significantly enhancing innovation efficiency [4] Group 2: Automotive Industry Growth - Anhui's automobile production reached 3.6865 million units, and new energy vehicle production hit 1.7941 million units, both ranking first in the country [5][6] - The province has transformed from a traditional agricultural base to a significant player in the automotive industry, with a complete automotive industry chain valued at over 1.5 trillion yuan [6] - A 18 billion yuan fund has been established to support the new energy and intelligent connected vehicle sectors, fostering innovation and project development [7] Group 3: Foreign Trade and Investment - Anhui became the first province in central China to surpass 1 trillion yuan in foreign trade, achieving a total import and export value of 1,013.56 billion yuan with a year-on-year growth of 17.3% [9][10] - The province's actual foreign investment reached 15.33 billion yuan, growing by 23.9%, the highest growth rate in the country [10] - The province has developed a competitive modern manufacturing cluster that supports foreign trade growth and attracts high-end foreign investment [11] Group 4: Global Connectivity and Open Economy - Anhui has launched over 1,000 China-Europe freight trains, connecting to 179 international stations, and has established six comprehensive bonded zones, the highest in central China [12] - The province's free trade zone has introduced 23 innovative institutional results, with 56 being national firsts, enhancing its open economy and attracting global companies [12] - Anhui's strategic positioning and open policies are reshaping its economic landscape, contributing to China's modernization efforts [12]
刘润:未来10年,5大机会
Sou Hu Cai Jing· 2026-02-07 15:20
Group 1 - The core idea of the report is to identify transformative opportunities in various sectors over the next decade, particularly focusing on AI, healthcare, autonomous machines, blockchain finance, and energy solutions [2][3][81] - The report emphasizes the importance of understanding these trends to recognize potential investment opportunities and entrepreneurial ventures [3][81] Group 2 - Opportunity 1: AI Agent Economy, which predicts that by 2030, AI will facilitate over $8 trillion in online consumption, with AI agents handling 25% of digital transactions [12][13] - The shift from B2C to B2A2C (Business to Agent to Consumer) will redefine how businesses interact with consumers, creating a new market for AI-driven services [15][16] Group 3 - Opportunity 2: The "Cure" Industry, driven by advancements in gene editing and AI, could reduce drug development costs from $2.4 billion to $700 million and create a potential market of $2.8 trillion for gene therapies [29][31] - The report predicts a massive market for longevity solutions, potentially valued at $120 trillion, as society moves towards a health-centric model [33] Group 4 - Opportunity 3: Autonomous Machine Economy, where the market for autonomous vehicles and robots could exceed $60 trillion by 2030, significantly reducing logistics costs [46][47] - The report highlights the potential for "robot-as-a-service" models, which could create new business opportunities in various sectors [51] Group 5 - Opportunity 4: On-chain Financial Infrastructure, which could see tokenized real-world assets reach $11 trillion by 2030, transforming how assets are managed and traded [61][62] - This new financial infrastructure will enable more efficient and transparent transactions, impacting traditional banking and investment practices [62] Group 6 - Opportunity 5: The new "water, electricity, and coal" of the intelligent era will focus on affordable green energy and space transportation, essential for powering AI and robotics [70][72] - The report notes that advancements in solar energy and space transport could drastically reduce costs, creating foundational support for future technologies [75][76]
证监会重拳出击,一夜3家上市公司被罚
21世纪经济报道· 2026-02-07 14:33
记者丨崔文静 编辑丨朱益民 视频 丨 王学权 一夜之间,3家上市公司被证监会或地方证监局点名。 亚辉龙、天晟新材被启动立案调查, ST福能则收到行政处罚决定书。 亚辉龙被调查,源于一个月前公告的战略合作框架协议涉嫌误导性陈述。这份协议与"脑机接 口"概念紧密相连,亚辉龙将合作方脑机星链描述为一家以人工智能为核心驱动力、"深耕非 侵入式与侵入式双技术路径"的企业,并称其已开发出脑电采集分析仪等产品。 天晟新材被立案则是涉嫌信息披露违法违规,未公告具体方向。 被正式给予行政处罚的ST福能,涉及原子公司深圳市大宇精雕科技有限公司(以下简称"大宇 精雕")财务造假。该子公司于2020年虚构一笔并不存在的采购业务,导致ST福能当年虚增利 润3579.85万元。 值得注意的是,随着亚辉龙、天晟新材被立案调查,截至2月6日,2026年以来已有8家上市公 司或其实控人物被立案。 ST福能更是成为开年以来第11家收到行政处罚决定书的公司。 这意味着,2026年至今,平均不到5天即有一家上市公司或其实控人物被立案调查,平均约3 天即有一家被行政处罚。 这一系列监管动作表明,以"零容忍"为基调、覆盖"事前事中事后"全链条的监管新常 ...
东西问|徐飞:中国三大国际科创中心如何成为全球创新“关键极”?
Zhong Guo Xin Wen Wang· 2026-02-07 13:50
中新社北京2月6日电 题:中国三大国际科创中心如何成为全球创新"关键极"? 作者 徐飞 福耀科技大学常务副校长 在新一轮科技革命与产业变革交织演进的当下,科技创新已成为大国战略博弈的核心场域。2025年末召开的中央经济工作会议提出,建设北京(京津冀)、 上海(长三角)、粤港澳大湾区三大国际科技创新中心。这既是中国应对全球竞争的战略抉择,也是培育新质生产力、抢占未来发展制高点的关键举措。 2025年12月8日,上海,工程师在量产工厂调试机器人。当日,智元第5000台通用具身机器人——灵犀X2正式量产下线。中新社记者 汤彦俊 摄 从国际经验来看,顶尖科技创新中心往往是全球创新要素的集聚枢纽、产业变革的策源地和国家核心竞争力的集中体现。美国硅谷凭借半导体与互联网技 术重塑全球产业格局,波士顿依托生命科学与人工智能引领前沿突破。这些案例无不印证,国际科创中心的崛起能够推动区域经济能级跃升,形成"创新 —产业—财富"的正向循环,为国家在全球分工体系中赢得战略主动。 中国选择京津冀、长三角、粤港澳大湾区作为国际科创中心承载地,是基于区域禀赋的战略考量。三大区域凭借差异化的核心优势,构成了中国国际科技 创新的"黄金三角"。 ...
策略周报:持股过节,还是持币过节?
Guoxin Securities· 2026-02-07 10:50
Market Trends - The probability of A-shares rising before and after the Spring Festival exceeds 70%[1] - The average trading volume decreases by 4.0% in the week before the festival, while it increases by 22.3% in the week after[11] - The Shanghai Composite Index has an 81% probability of rising in the week before the festival, with an average increase of 1.8%[15] Fund Flows - Leverage funds show a significant outflow before the festival, with an average net buy of -66.9 billion CNY, and a shift to inflow after the festival with a net buy of 14.2 billion CNY[18] - ETF funds experience net inflows of 214.3 billion CNY before the festival, but the inflow slows down after, averaging 171.9 billion CNY[18] - Foreign capital inflow remains stable, with a net inflow probability of 60-70% during the festival period[16] Investment Strategy - Holding stocks during the festival is recommended due to a favorable market outlook and historical data supporting this strategy[19] - The current macroeconomic policy remains positive, with expectations of a return to liquidity easing in the U.S. and a bullish sentiment in the domestic market[19] - A balanced allocation strategy is advised, focusing on technology, AI applications, and traditional value sectors like real estate and liquor[20]
新华视点丨绘图景显活力 特色发展促繁荣
Xin Hua Wang· 2026-02-07 08:55
Group 1 - The article highlights the vibrant development and cultural richness across China as the Spring Festival approaches, showcasing local businesses adapting to modern tastes while preserving traditional craftsmanship [1] - The traditional brand Xianghe Bobo Shop is innovating by modernizing its production and sales methods, transitioning from a small handmade shop to a modern production base and online sales [1] - The transformation of Xianghe represents a blend of heritage craftsmanship and contemporary vitality, emphasizing the importance of innovation in maintaining relevance in today's market [1] Group 2 - Weiyuan County is promoting a winter tourism route called "Weishui Xinyuan · Ice and Snow Secret Realm," which integrates various activities like snow play and tea gatherings, along with group purchase discounts to stimulate winter tourism consumption [3] - Since the winter of 2025, Weiyuan County aims to establish itself as a benchmark for ice and snow tourism in Gansu Province, leveraging its cold resources to generate economic benefits [4] Group 3 - Longxi County is focusing on four key industries: traditional Chinese medicine processing, aluminum smelting and deep processing, equipment manufacturing, and new energy and digital economy, to advance its new industrialization process during the 14th Five-Year Plan [6] - Longxi County has set an industrially driven development strategy, emphasizing the strengthening of industrial chains and the acceleration of key project construction to foster a modern industrial system [6]