Economic Growth - Jiangsu's GDP is projected to exceed 14 trillion yuan in 2024, with a continuous increase from over 11 trillion in 2021 and over 12 trillion in 2022, showcasing strong economic resilience and growth potential [1] - The province's per capita GDP is expected to reach 22,600 USD in 2024, with labor productivity increasing from 213,000 yuan per person in 2020 to 284,000 yuan per person in 2024, indicating a focus on quality alongside scale [2] Domestic Demand - The total retail sales of consumer goods in Jiangsu are anticipated to rise from 3.63 trillion yuan in 2020 to 4.49 trillion yuan in 2024, reflecting a robust internal demand strategy [2] - Over 12,000 "Su New Consumption" promotional events have been held, distributing approximately 2.54 billion yuan in consumption vouchers and digital currency, which has significantly boosted domestic consumption [2] Innovation and Industry Upgrade - Jiangsu ranks second nationally in regional innovation capability, with significant R&D investment and breakthroughs in basic research, particularly in strategic emerging industries like new energy and high-end equipment [4][5] - The province has established a comprehensive industrial system with 16 advanced manufacturing clusters and 50 key industrial chains, leading to a strong global competitive position in various sectors [5] Manufacturing Sector - Jiangsu's manufacturing quality development index has ranked first nationally for five consecutive years, with a focus on digital transformation and smart manufacturing [5] - The province's strategic emerging industries have seen an average annual growth of 8% over the past five years, with sectors like biomedicine and integrated circuits leading nationally [5] Social Welfare and Common Prosperity - Jiangsu has made strides in reducing the urban-rural income gap to 2.04:1, with urban employment growth exceeding 10% nationally [6] - The province has implemented various social welfare projects, including a comprehensive elderly care system and high enrollment rates in education, enhancing the overall quality of life for residents [6] Future Outlook - Jiangsu aims to continue leading in high-quality development by focusing on technological and industrial innovation, deep reforms, and promoting common prosperity as part of its long-term strategy [7]

宗申动力：通过控股子公司宗申航发积极布局低空领域,主要为通航飞机和无人航空飞行器提供动力系 统解决方案。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 据上证报报道，12月10日上午，上海交通大学医学院附属仁济医院低空无人机医疗样本配送航线正式启 航。基于"以科技赋能医疗,以效率守护健康"的共同愿景,仁济医院牵头,联合美团无人机、上海电信、吉 晨卫生公司开通上海市内首批常态化低空无人机医疗样本配送航线,并率先在仁济医院东院、南院、北 院三个院区间的运输场景中投入使用。 国金证券称，低空经济是地方扩表的优选方向，以新质生产力为代表的"低空+"经济可带来投资的乘数 效应。 公司方面，据中证报表示， 万丰奥威：在城市空中交通解决方案、应急救援、空中游览等方面,有望开启全新的市场空间。 ...

在绍兴这家低空智能企业，人工智能研究方面的专家李虎雄正带领团队，与企业工程师围绕"低空多源融合感知监 测技术"进行实验和研讨。该项目成功入选了2026年度"尖兵领雁+X"科技计划，成果落地后预计可创造年收益超1 亿元。 浙江华盛雷达股份有限公司董事长 寸怀诚：从理论研究到实际工程实现，其实链条是非常长的。对于企业很难从 理论研究开始做起，所以产学研就非常重要。 据了解， "尖兵领雁+X"计划是浙江省设立的重大科技专项。本次公示的470余个项目，在人工智能、新材料、新 能源等"三大科创高地"布局集中，其中人工智能领域立项占比超过三分之一。 日前，浙江省科技厅公示了470多项2026年度"尖兵领雁+X"科技计划项目，涵盖低空经济、生物医药等多个领 域。这些项目的实施将如何赋能我省产业升级与区域创新？ 在湖州，由电子科技大学长三角研究院（湖州）牵头的4个项目同时入选。这些项目联合德清、安吉等区域，未来 将广泛应用于区域间智慧城市构建、公共安全防控等多个领域。 电子科技大学长三角研究院（湖州）副院长 林先其：在省里的支持下，我们会重点打造10平方公里的一个核心测 试区，以及400多平方公里的整个示范区，布局多元融合感 ...

Core Viewpoint - The renaming of Xiaoshan Linjiang High-tech Industrial Development Zone to Hangzhou Qiantang High-tech Industrial Development Zone signifies a profound evolution in regional development logic, transitioning from a geographical concept to an industrial capability focus [1][3]. Group 1: Historical Context - The original name "Xiaoshan Linjiang High-tech Zone" reflects a history of entrepreneurship starting from 2003, evolving into a national-level high-tech zone by 2015, despite its initial small area of 3.55 square kilometers [3]. - The establishment of Qiantang New District in 2020 expanded the management area to 531.7 square kilometers, marking a nearly 150-fold physical expansion and a shift in development strategy from isolated park operations to integrated resource utilization [3][4]. Group 2: Development Trajectory - Qiantang High-tech Zone has shown a significant upward trajectory in its national ranking, moving from 138th in 2019 to 69th in 2024, reflecting a cumulative improvement of 69 positions over five years [6]. - The industrial output value of Qiantang is projected to exceed 370 billion yuan in 2024, maintaining its position as the top contributor in Hangzhou for six consecutive years, with over 85% of this output concentrated in five key industries: automotive, pharmaceuticals, semiconductors, chemicals, and aerospace [6][7]. Group 3: Innovation and Future Development - Qiantang is focusing on enhancing its advanced manufacturing cluster through a "296X" plan, which aims to integrate new and traditional industries while fostering emerging sectors like synthetic biology and low-altitude economy [7][9]. - The region is home to Zhejiang's largest higher education park, with 14 universities and 250,000 students, providing a rich source of intellectual resources, although challenges remain in translating academic research into practical applications [10][11]. - A "dual-direction" integration mechanism has been established to connect academic research with industry needs, including initiatives like the "Doctor into Enterprise" program and the creation of industry colleges to address skill shortages [11][12]. Group 4: Strategic Significance - The renaming reflects a strategic shift from merely establishing a high-tech zone to using it as an engine for driving a new industrial city, emphasizing the need for a modern industrial system in Hangzhou [4][9]. - The mission of Qiantang High-tech Zone is to serve as a key engine for cultivating "new productive forces" while leveraging its unique advantages as a composite platform integrating various economic zones [12].

Core Viewpoint - The International Monetary Fund (IMF) has raised its economic growth forecast for China in 2025 to 5%, while the Asian Development Bank (ADB) predicts a lower growth rate of 4.8%, reflecting differing perspectives on China's economic resilience and transformation vitality [3][4][5] Economic Growth Predictions - IMF's adjustment is based on comprehensive analysis of China's economic data, with a reported growth of 5.2% in the first three quarters of 2023, despite a slight slowdown to 4.8% in the third quarter [3] - ADB's forecast highlights concerns over real estate downturn and domestic demand weakness, indicating a more cautious outlook compared to IMF [4][5] Export Performance - China's export growth reached nearly 7% in the third quarter, significantly exceeding market expectations, showcasing the resilience of the economy [3] - The diversification of export destinations and the increase in high-quality product exports have strengthened trade competitiveness, which IMF considers a core factor in its assessment [3][4] Domestic Demand and Policy Impact - Domestic demand has been a major contributor to growth, driven by large-scale equipment upgrades and consumer goods replacement policies, which have effectively boosted consumption [4] - The emergence of new economic drivers, such as low-altitude economy and rapid development in equipment manufacturing, has allowed China to maintain growth elasticity during traditional industry adjustments [4] Perspectives on Economic Resilience - The differences in predictions between IMF and ADB stem from their observational perspectives, with IMF focusing on China's self-repair capabilities and policy effectiveness, while ADB is perceived to be overly fixated on short-term risks [5] - The 0.2 percentage point difference in growth forecasts serves as a reminder that assessments of China's economy should consider a comprehensive view, acknowledging both challenges and the supportive factors for growth [5]

央视网消息：日前，国务院办公厅发布《关于加快场景培育和开放推动新场景大规模应用的实施意见》。明确提出，要推动海陆空全空间无人 体系应用和标准建设，稳妥有序拓展低空经济等领域。作为兼具科技性与成长性的新赛道，低空经济的应用场景能激活哪些产业动能？ 这几天，不少游客来到景德镇高新区江西直升机科技馆体验低空文旅项目。游客们可以乘坐直升机俯瞰中国陶瓷博物馆、陶阳里等著名景点， 解锁"低空观光"新体验。 游客们的新奇体验，源于景德镇2025年新开通的文旅航线，4条空中航线不仅拓展了旅游新视角，也进一步提高了低空经济附加值。目前，景 德镇依托1座民航机场、3座通用机场和10多个直升机起降点，拓展了警用巡逻、空中游览、应急救援等多个低空应用新场景。 江西景德镇高新区管委会副主任汪兰明介绍，通过简化低空飞行审批流程，建设标准化起降设施，为场景开放扫清障碍。现在，仅航空文旅一 项，就带动本地20多家配套企业发展，从直升机维修保养到航空文创产品，形成了完整的产业链条。 在山东济南平阴县人民医院楼顶，医护人员正在取医疗样本，这些医疗样本来自6公里外的妇幼保健院院区。区别于传统的运输方式，它们是 通过专用无人机运输而来，这是济南市创 ...

Core Points - The article outlines Chengdu's development goals for the "15th Five-Year Plan" period, aiming to establish a vibrant, innovative, and open city by 2035, with significant improvements in economic strength, technological capability, and comprehensive competitiveness [1][2] - Chengdu's development positioning includes becoming a national economic center, technology innovation center, international communication center, international consumption center, and cultural creativity center, along with being a key area for national strategic technology and advanced manufacturing [1][2][5] Development Strategy - The strategy emphasizes innovation-driven growth, open leadership, integration of technology and industry, and strengthening county-level regions [1][4] - Key tasks include promoting deep reforms and high-level openness, enhancing urban-rural coordination, cultural innovation, high-quality development of public services, green transformation, and modern governance [2][4] Cultural and Creative Industry - Chengdu aims to accelerate the establishment of a national cultural creativity center and a digital cultural industry hub, reflecting the city's commitment to enhancing its cultural soft power and influence [7][8] - The cultural industry has shown an average growth rate of approximately 12.6% over the past three years, with projections indicating that its contribution to GDP will rise to 11.91% by 2024 [8] Implementation Pathways - The article discusses the need for a broad vision and specific actionable steps to transform planning into reality, emphasizing the importance of major projects and a comprehensive management system for planning [9][10] - Different districts are encouraged to leverage their unique advantages and resources to contribute to the overall development goals, with a focus on innovation in both technology and operational strategies [10]

近日，2025腾冲科学家论坛发布首届腾冲青年科学家奖、十大论坛成果转化案例、十大学术成果、十大 科技合作计划等一系列成果。其中，由中国科技新闻学会参与编制的《2025全球低空经济与生态治理蓝 皮书》（以下简称《蓝皮书》）入选"十大学术成果"。《蓝皮书》提出，当前技术已不是低空经济规模 化发展的最主要瓶颈，制度协调与治理能力才是决定其成败的核心。 《蓝皮书》提出，当前，技术已不是低空经济规模化发展的最主要瓶颈，制度协调与治理能力才是决定 其成败的核心。报告分析了不同发展模式的利弊，并强调尽管路径各异，但"治理一致性"与制度的可预 测性是产业健康、规模化发展的前提。 《蓝皮书》由中国科技新闻学会联合新华网融媒体未来研究院、南京航空航天大学国际创新港城市空中 交通研究院、江苏天闳低空数字技术研究院共同编制。 《蓝皮书》提出，全球低空经济发展普遍面临金融脆弱性与治理碎片化两大瓶颈，而公众关注的焦点已 从单纯的"飞得安全"转向更广泛的"治理可信"，涉及噪音、隐私、数据安全与算法透明度等社会接受度 与产业合法性问题。《蓝皮书》强调，未来的产业合法性正从"展示性"场景走向"可验证的绩效"，强大 的合规与治理能力将成为国家与 ...

Group 1: AI Bubble Debate - The debate over the "AI bubble" is intensifying globally, with differing opinions from major investors like Michael Burry and Ray Dalio, who express skepticism about the sustainability of the AI hype [2][3] - A significant portion of investors, nearly 40%, believe the AI bubble may burst by the end of 2026, according to a prediction platform [2] Group 2: Investment Strategies - Major asset management firms view AI as a core investment theme for 2026, with AI-related companies currently accounting for approximately 28% to 29% of the S&P 500 index [3] - The current rise in AI-related stocks is considered less extreme compared to the late 1990s internet bubble, with valuations based more on profits than revenues [3] Group 3: Focus on Chinese Tech Stocks - International funds are increasingly looking beyond the U.S. for AI investment opportunities, with Chinese tech stocks gaining attention due to their valuation advantages and robust industrial ecosystem [5][6] - Factors such as China's autonomous AI ecosystem, large domestic market, and supportive policies are expected to bolster the performance of Chinese tech stocks [5] Group 4: Investment Opportunities in AI Value Chain - Investment strategies include focusing on core segments of the AI value chain, such as large-scale cloud service providers and chip manufacturers, while also identifying undervalued companies [4] - The Chinese AI industry is seen as having significant potential for growth, particularly in vertical applications and commercial scenarios [7][8] Group 5: Key Sectors for Investment - Five key sectors in the Chinese tech space are highlighted for investment: AI, commercial aerospace, low-altitude economy, healthcare technology, and technology hardware related to global expansion [8]

12 月政治局会议传递的信号 20251209 中国政策重心转向高质量发展，不再片面追求经济增速，更强调结构调 整和增长质量，预计"十五"期间经济增长中枢在 4.5%左右，2026 年 增长目标或设在 5%左右。 财政政策将维持积极态势，赤字率或小幅提升至 4%-4.2%，专项债规 模预计与预算持平或略增，但特别国债和超长期特别国债的使用将适度 收缩。 货币政策延续适度宽松基调，但除非外部环境剧变，否则宽松力度有限， 结构性政策工具将继续发力，重点支持科技、绿色等领域，以促进物价 合理回升和金融稳定。 国际经贸方面，中国将灵活应对外部环境变化，若外需承压，将加大逆 周期调节力度。尽管中美关系波动可控，但需警惕欧洲和日本可能出现 的贸易摩擦对中国出口的影响。 消费刺激策略将从耐用品消费扩展到养老消费等新领域，以维持当前消 费水平并开辟新的增长点。政府侧重通过提升服务业供给来挖掘消费潜 力，而非直接刺激需求。 Q&A 摘要 如何解读 2026 年中央政治局会议传递的经济信号？ 2026 年中央政治局会议传递的主要经济信号可以从逆周期与跨周期相结合的 视角进行解读。在中美博弈、社会稳定、结构转型和经济增长四个层次中 ...