2026年是"十五五"的开局之年。陈阳介绍，儋州市将加快培育新质生产力，做强现代化产业体系支撑， 推动产业智能化、绿色化、融合化发展，加快构建具有儋州特色和优势的现代化产业体系。 具体来看，该市将大力发展战略性新兴产业，加快推进新型工业化，推动主导产业补链延链、优化升 级。补链延链石化新材料集群，推动原油裂解制乙烯等3个项目竣工投产，加快建设18万吨次氯酸钠、5 万吨特种POE项目等，争取海南轻质原油加工基地、石化新材料提质优化等项目纳入国家石化产业规划 布局，推动新材料向终端产品发展。延伸拓展新能源产业链，推动两大海上风电基地二期建成并网发 电，三大风电装备制造基地产值突破36亿元；拓展风电就地消纳途径，开工建设多个储能氢能项目，加 快国家级风电检测基地前期工作。 在数字经济创新发展上，儋州市将加快建设海南移动西部数据中心等2个项目，引进数商企业10家以 上，数字经济核心产业营收实现翻番。加速布局生物医药产业，做大做强健康食品产业。有序发展低空 经济，加快导入保税维修、组装制造等多元业态。(完) 海南这五年："工业心脏"业态升级动能增强 中新网儋州1月21日电(记者 王子谦)海南西部中心城市儋州，是海南自贸 ...

Economic Growth - In 2025, Shanghai's GDP is projected to reach 56,708.71 billion yuan, with a year-on-year growth of 5.4%, surpassing the national growth rate of 5% and improving by 0.4 percentage points from 2024 [1] - The growth is attributed to three main factors: new economic drivers, a recovering consumer market, and resilient foreign trade [1] Industrial Development - The three leading industries (integrated circuits, biomedicine, and artificial intelligence) are expected to drive significant growth, with a manufacturing output increase of 9.6% year-on-year [1] - Specifically, the integrated circuit and artificial intelligence sectors are projected to grow by 15.1% and 13.6%, respectively [1] - The output of strategic emerging industries is anticipated to rise by 6.5% [1] Service Sector Performance - The added value of Shanghai's tertiary industry is expected to grow by 6% year-on-year, outpacing the national average, with the information service sector leading at a growth rate of 15.3% [2] - From January to November 2025, the revenue of the software and information technology service industry is projected to increase by 24.2% [2] - The research and experimental development service industry is also expected to see a revenue increase of 15.1% during the same period [2] Consumer Market - Shanghai's total retail sales of consumer goods are projected to reach 16,600.93 billion yuan in 2025, with a year-on-year growth of 4.6%, reflecting a gradual increase throughout the year [2] Foreign Trade - The total import and export volume for Shanghai is expected to reach 4.51 trillion yuan, with a year-on-year growth of 5.6% [2] - Exports are projected to grow by 10.8% to 2.02 trillion yuan, while imports are expected to increase by 1.8% to 2.49 trillion yuan [2] - The export of "new three types" products, including electric passenger vehicles, lithium batteries, and solar cells, is expected to reach 160 billion yuan, with a growth of 17.4% [3] Infrastructure and Connectivity - Shanghai continues to strengthen its connections with global industrial, supply, and innovation chains, enhancing its status as a financial hub [4] - By 2025, the number of domestic and foreign financial institutions in Shanghai is expected to reach 1,813 [4] - Shanghai's port container throughput is projected to reach 55.063 million standard containers, maintaining its position as the world's largest for 16 consecutive years [4]

齐鲁晚报·齐鲁壹点 李梦瑶 于泊升 一座城市的规划、建设与治理水平,直接关乎人民群众的获得感、幸福感、安全感。 "十五五"时期是济南基本建成"强新优富美高"新时代社会主义现代化强省会承前启后的关键时期。站在新起点,在"内涵式发展"成为城市发展方向的当下, 济南如何找准坐标定位,将发展势能转变为跃升"双万"城市的强劲动能? 市两会特别策划 2026年1月21日 星J 记者 李梦瑶 于泊升 济南报道 五年跨过4个千亿台阶 数据背后是产业升级 时隔10年,2025年7月,中央城 市工作会议又一次召开,首次将"内 涵式发展"确立为城市工作的主线 何谓内涵式发展?与讨夫依 赖土地扩张、投资拉动的"外延 式"增长不同,内涵式发展强调 "精耕细作",通过结构优化、创新 取动、文化液养、生态改善和治理 提升,实现城市品质的全面提升 同年10月,中国标准化研究 院发布中国首份《城市综合发展 指数报告(2025年)》.对36个国内 主要城市的"创新、宜居、美丽、韧 性、文明、智慧"六大维度90项指 标开展评估。报告显示,北京、深 圳、上海位居综合排名前三,济南 以80.3分的综合成绩跻身全国 第五,超过了天津、广州,南京、成 都 ...

Core Insights - Shandong province is focusing on industrial economic development, aiming for a significant increase in industrial product exports by 2025, targeting 1.97 trillion yuan, a growth of 4.4% [1] - The province's machinery and electrical products exports are projected to reach 1.06 trillion yuan, marking an 8.7% increase, surpassing the overall provincial export growth rate [1] - The shift towards high-end, intelligent, and digital manufacturing is evident, with substantial growth expected in high-end equipment and electronic information exports [1] Industrial Performance - Key industries such as steel, non-ferrous metals, and petrochemicals are expected to see quality improvements and efficiency gains, with steel, aluminum, and refined oil exports projected to grow by 3.3%, 7%, and 29.5% respectively by 2025 [2] - Shandong has 105 categories of machinery and electrical products that rank first in national export value, with certain products dominating global markets [2] Green Trade Initiatives - The export of "new three types" products is anticipated to grow by 37% by 2025, with electric vehicle exports expected to surge by 126% [2] - Customs is enhancing responses to green trade barriers and is developing a green cross-border trade service platform to assist companies in carbon accounting and compliance [2]

智通财经记者 | 范易成 智通财经编辑 | 庄键 一组组数据背后，一场新旧经济动能转换正在悄然发生，上海以其特有的方式展现着一座超大型城市的 韧性。 上海市统计局数据1月21日发布的数据显示，2025年上海GDP升至56708.71亿元，同比增长5.4%，高于 5%的全国GDP增速。 回看过往三年的数据：2023年上海GDP同比增长5.0%，低于全国的5.2%。2024年同比增长5.0%，与全 国持平。2025年上海经济又一次开始领跑，用三年时间画出了一条经济"反弹曲线"。 在2023年5月举行的上海市委常委会会议上，市委书记陈吉宁强调，要抓牢实体经济这个根本，坚定推 动经济转型升级，加快提升产业能级和核心竞争力。 在上海发展改革研究院副院长马海倩看来，上海经济转型升级的关键在于新质生产力驱动的工业体系升 级。她观察到，过去三年间，以集成电路、生物医药、人工智能三大先导产业为代表的先进制造已逐渐 成势。 2024年上海三大先导工业产值同比增长10.8%，2025年总产值进一步实现9.6%的增幅。马海倩对智通财 经表示，上海的这一结构性优势并非一蹴而就，而是源于多年来对三大先导产业的持续深耕与全链条布 局。 以 ...

Core Insights - 2025 is a landmark year for Chinese innovative drugs going global, with total BD (business development) outbound licensing transaction value reaching $135.655 billion and transaction count hitting 157, both setting historical highs [1] - The continuous execution of BD transactions in 2026 validates the global competitiveness of Chinese innovative drugs, with innovation remaining the main investment theme in the pharmaceutical industry [1] Group 1: Market Trends - The small nucleic acid drug sector is attracting more attention from leading companies due to advancements in new target development and treatment convenience, alongside continuously validated clinical data, accelerating outbound licensing and merger collaborations [1] - In the GLP-1 sector, a new pricing system is forming in the domestic market, but the long-term market potential remains promising due to the large patient population for weight loss and diabetes [1] - The development of oral autoimmune drugs is gaining focus, with domestic companies exploring related new targets [1] Group 2: Investment Products - The Guotai Innovation Drug ETF (589720) tracks the Innovation Drug Index (950161), which has a daily price fluctuation limit of 20%, selecting listed companies focused on new drug research and development in the biotech and chemical pharmaceutical sectors to reflect the overall trend and market performance of China's pharmaceutical industry innovation [1]

Core Insights - The release of the "Suggestions for Formulating the 15th Five-Year Plan for National Economic and Social Development of Shanghai" marks the beginning of a new development phase for Shanghai, with a focus on enhancing technological innovation capabilities [1] - The establishment of the Pudong Capital Investment and Operation Co., Ltd. with a registered capital of 10 billion yuan serves as a specialized platform for state-owned capital operation, aligning with the plan's emphasis on resource integration and industrial empowerment [1][2] Opportunities and Challenges - **Opportunities**: The plan identifies three core opportunities for Pudong, including the elevation of innovation capabilities, empowerment of industrial ecosystems, and breakthroughs in institutional innovation [2][3] - **Challenges**: Pudong faces internal structural shortcomings and external competitive pressures, necessitating effective responses through the operationalization of Pudong Capital [4][5] Action Requirements - The plan outlines three rigid requirements for Pudong's innovation efforts: strengthening the core engine of the international technology innovation center, achieving decisive progress in key industries, and optimizing the innovation ecosystem [5][6] Next Steps for Pudong's Innovation Work - **Platform Support**: Enhance the innovation platform system to support Shanghai's technological innovation, focusing on integrating research and testing capabilities [8] - **Industry Focus**: Concentrate on overcoming challenges in key industries such as integrated circuits and high-end pharmaceuticals, while fostering new growth areas like quantum technology [9] - **Institutional Innovation**: Implement regulatory innovations to reduce transaction costs for innovation enterprises and enhance the overall innovation service efficiency [10] - **Collaboration Enhancement**: Strengthen internal and external collaborative innovation networks to integrate Shanghai's innovation resources into a global framework [12]

每经AI快讯，有投资者在投资者互动平台提问：贝达药业投资翰思艾泰，成为其重要股东之一。请问 翰思艾泰创新方向和成果有哪些？贝达药业是否有在相关技术和销售方面进行合作？ 贝达药业（300558.SZ）1月21日在投资者互动平台表示，翰思艾泰生物医药科技（武汉）股份有限公司 是一家专注于结构生物学、转化医学及临床开发的创新型生物科技公司，已建立聚焦肿瘤及免疫疾病的 自主创新药物产品管线，并搭建了拥有全球专利的高亲和力、长半衰期抗体筛选平台，以及肿瘤靶向 Geographical Positioning Small molecule-Antibody（GPSmAb）创新技术平台，详细内容您可以查阅翰思 艾泰官网。公司目前持有翰思艾泰4.72%股份，如有其他重大合作将按法律法规的规定及时披露。 （记者 王晓波） ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 记者 辛圆 据上海发布消息，2025年上海市国民经济运行情况出炉。 统计数据显示，2025年，全市工业增加值同比增长5.0%。全市规模以上工业总产值同比增长4.6%。 从工业总产值来看，2025年上海工业战略性新兴产业总产值增长6.5%，占规上工业总产值比重达到45%。而在2024年，这一占比为43.6%，2025年前三季度 增至44.1%。 值得注意的是，2025年，上海三大先导产业制造业产值同比增长9.6%，其中，集成电路制造业产值增长15.1%，人工智能制造业产值增长13.6%。2025年， 工业战略性新兴产业产值同比增长6.5%，其中，新能源产业产值增长12.9%，高端装备产业产值增长11.1%。 1月19日发布的《中共上海市委关于制定上海市国民经济和社会发展第十五个五年规划的建议》明确，"十五五"时期是上海乘势而上的全面发力期，也是转 型升级的攻坚决胜期。 根据上海"十五五"规划建议，加快发展三大先导产业，提高集成电路装备能级、制造水平和设计能力，推动全产业链整体突破和发展壮大；加强重要创新药 械研发，坚持药物新靶点新机制开发 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：融中财经 导读 THECAPITAL 当前，股权投资行业正步入认知回归与能力重塑的"淬炼期"：长期资本持续扩容，耐心资本日益成为支 撑科技创新的核心力量，投资机构聚焦硬科技与战略性新兴产业，深化布局、深挖价值；多元退出与投 资路径不断拓展，加速构建"投早、投小、投科技"的良性生态；政府引导基金与国资投资平台已成长为 产业发展的"稳定器"与"助推器"，携手产业方及各类资本，共建深度融合、共创共享的产融生态。 作为"十五五"规划的开局之年，融中第十五届中国资本年会暨大虹桥科创投资大会应势启幕。本届峰会 以《淬·炼》为主题，汇聚政府部门代表、头部投资机构、顶尖经济学家及行业领军企业，于新年伊始 展开深度对话，共议投资趋势、产业发展与科技创新前沿，致力于打造覆盖出资人、投资人与企业端的 高效产融生态圈，推动投资产业链全链条融合与价值贯通。 2026年1月13日上午，"【2026】科技突围和经济转型下的投资新逻辑"圆桌论坛开启，弘毅投资总裁曹 永刚、华映资本创始管理合伙人季薇、国科嘉和董事长&管理合伙人王戈、鼎晖投资创始合伙人&鼎晖 VGC ...