向海图强：十万亿海洋经济赛道创投新机 2025-07-09 向海图强：十万亿海洋经济赛道创投新机 原创 来觅研究院 RimeData 来觅数据 撰稿 李沛瑶 2025-07-09 海洋经济，一般是指为开发海洋资源和依赖海洋空间而进行的生产活动，以及直接或间接开发海洋资源 及空间的相关产业活动。2003 年 5 月，国务院发布的《全国海洋经济发展规划纲要》给出定义：海洋经 济是开发利用海洋的各类产业及相关经济活动的总和。其范畴极为广泛，主要包括海洋渔业、海洋交通运 输业、海洋船舶工业、海盐业、海洋油气业、滨海旅游业等。随着时代的发展与科技的进步，新兴的海洋 产业如海洋新能源（海上风电、潮汐能等）、海洋生物医药、海水淡化及综合利用、海洋信息科技等不断 涌现，进一步丰富了海洋经济的内涵与外延。 随着我国海洋经济的不断发展壮大，为了更好地管理和规划各个海洋相关的领域和活动，国家海洋局下 属的国家海洋信息中心发布了国家标准《海洋及相关产业分类》（GB/T20794-2021）。该标准详细列出 了各种与海洋相关的产业、领域和活动，并将其分为以下五大类。 导读：2025 年 7 月 1 日召开的中央财经委员会第六次会议明确 ...

上天天基金APP搜索【777】注册即可 领500元券包，优选基金10元起投！限量发放！先到先得！ 近日，险资扫货两只A股上市公司。 今年以来，以险资为代表的举牌方成为资本市场最强劲的资金流。据证券时报记者不完全统计，险资年内举牌 A股和港股上市公司不少于20次，银行、公用事业等稳定股息资产成为险资追捧的主要对象。此外，中国中信 金融资产等AMC机构、宽德私募等私募机构以及部分牛散今年也纷纷加入了举牌队伍。 受访人士表示，在当前低利率环境下，寻找具有稳定现金流和良好业绩基础的企业成为资金的最优选择。险资 等资金通过配置银行、公用事业等稳定高股息资产是一个比较好的获取稳定现金流的方式。 险资等资金强劲扫货 近日，江南水务发布公告称，利安人寿通过集合竞价方式累计增持公司达4699.54万股，占比5.03%。无独有 偶，华菱钢铁也发布公告称，信泰人寿自2025年1月至今，通过二级市场集中竞价方式累计增持公司股份3.43 亿股，现已合计持有公司股份3.45亿股，占公司总股本的比例已达到5.00%。 记者从港交所披露易获悉，弘康人寿于6月27日以每股1.2068港元增持郑州银行H股1600万股，增持后持股比例 占郑州银行 ...

Core Viewpoint - The introduction of the new market value management regulations has led to significant developments in investor relations management, with 644 listed companies implementing value management systems or valuation enhancement plans since November 2022 [1] Group 1: Current State of Central State-Owned Enterprises (SOEs) - As of 2024, 492 central SOEs account for 9.14% of A-share listed companies but contribute 36.32% of total market value, 43.74% of revenue, and 59.03% of net profit, highlighting their critical role in the national economy [1] - There is a notable disparity within central SOEs, with companies valued over 50 billion yuan contributing nearly 80% of market value and over 90% of net profit, while smaller companies (under 10 billion yuan) represent 36.79% of the total but only 2.82% of market value [2] Group 2: Challenges and Recommendations for Small and Medium-Sized SOEs - Small and medium-sized central SOEs face dual pressures on profitability and valuation, with challenges including outdated capital tools and insufficient innovation [2] - Recommendations for regulatory bodies include differentiated assessments focusing on R&D conversion rates for tech companies and flexible regulations for companies in economically challenged regions [2][3] Group 3: Strategies for Transformation - For tech companies, strategies include binding core technologies to teams, establishing innovation incubation mechanisms, and creating suitable incentive systems [3] - Traditional industries are encouraged to upgrade production capacity, integrate supply chains, and pursue asset securitization [3] - Public service companies should focus on value reconstruction, achieving ESG premiums, and transitioning to smart services [3] Group 4: Implementation of Capital Tools - Companies can create a collaborative matrix of capital tools such as buybacks, ESG disclosures, and supply chain integration to enhance market value management [4] - Successful case studies include improvements in R&D efficiency and valuation recovery through innovative practices [4] Group 5: Long-term Goals - Short-term goals include restoring the valuation of 30 underperforming companies to a price-to-book ratio of 1.0 and reducing the overall discount rate of central SOEs by 15% by 2026 [5] - Mid-term objectives aim for a 15% increase in buyback amounts and a 25% rise in institutional holdings in small and medium-sized SOEs by 2027 [5] - Long-term aspirations include achieving a 6% R&D intensity and surpassing 500 billion yuan in overall R&D investment by 2030, with a total market value of central SOEs exceeding 100 trillion yuan [5]

7月9日，国家发展改革委副主任李春临在国新办发布会上表示，"十四五"时期中国基建不断跑出向心力 和加速度。主动脉更畅通，比如国家综合立体交通网主骨架的"6轴7廊8通道"目前建成率已经超过 90%，覆盖了超过80%的县，服务90%左右的经济和人口，形成了横联东西、纵贯南北、通江达海的国 民经济主动脉。(人民财讯) ...

在经历4个月左右的等待后，杭州市民终于迎来了快速公交B1线调整的下文——日前，来自杭州交 通信息网的《关于近期公交线路拟调整的公示》，再次提到了关于调整的相关消息。 杭州公交B1路，作为杭州首条快速公交线，从2006年4月26日开通至今，已有近20年。这条线路往 返于古荡与下沙高教东区，曾是连接起市中心、城东、九堡和下沙等地最方便快捷的公共交通工具，也 因此成为了不少人的记忆。 官方给出的调整原因表示，经前期意见征求，B1路拟调整为顺安巷公交站至黄龙公交总站并调整 线路编码为200路。下沙区域内保留高沙、幸福桥、邵逸夫区域服务范围，连接铭和苑周边密集住宅 区。高教园区内将同步开通高教东区至文海南路地铁站、高教文津站至文泽路地铁站2条接驳线；市区 起点由古荡调整至黄龙公交总站，减少绕行。 按照此版方案调整，金沙湖、幸福桥一带的居民，仍可以坐这条线路往来市中心。而下沙高教东 区、高沙、下沙路一号路口以及浙江传媒学院下沙校区、中国计量大学一带，往返市中心就要选择新的 出行方式，未来这些地方的乘客，可能要选择"公交+地铁"的方式去市中心了。 然而在地铁1号线开通后，它的客流量较过去出现了下降。因此在今年3月，杭州市交 ...

Core Insights - In June, the prices of food, tobacco, and alcohol decreased by 0.3% month-on-month, contributing to a decline in the Consumer Price Index (CPI) by approximately 0.09 percentage points [1] Price Changes in Food Categories - Fresh fruit prices fell by 3.3%, impacting the CPI by a decrease of about 0.07 percentage points [1] - Egg prices decreased by 2.9%, contributing to a CPI decline of approximately 0.02 percentage points [1] - Meat prices dropped by 0.6%, with pork prices specifically declining by 1.2%, affecting the CPI by a decrease of around 0.02 percentage points [1] - Fresh vegetable prices increased by 0.7%, leading to a CPI increase of about 0.01 percentage points [1] - Seafood prices also rose by 0.7%, contributing to a CPI increase of approximately 0.01 percentage points [1] Other Price Categories - Among the other seven major categories, three saw price increases while two remained stable and two decreased [1] - Prices for other goods and services, daily necessities, and healthcare rose by 0.5%, 0.2%, and 0.1% respectively [1] - Housing and transportation communication prices remained unchanged [1] - Clothing, education, culture, and entertainment prices decreased by 0.1% [1]

各地申报的民间投资项目应符合以下要求：符合《全国重点民间投资项目库管理办法》（发改办投 资〔2024〕590号）有关规定；为民间固定资产投资项目；符合国家重大战略、国家宏观调控政策有关 要求，符合国家发展规划、有关专项规划和区域规划（实施方案）要求；符合《产业结构调整指导目 录》和相关行业政策规定，符合行业发展相关要求；取得全国投资项目在线审批监管平台项目代码；项 目总投资规模原则上不低于10亿元，重要性突出、代表性强、具有显著示范性的项目不低于5亿元；项 目单位及其控股股东近3年在投资建设、生产运营、金融监管、市场监管、税务等方面没有特别重大的 违规违法记录，未发生安全生产事故，未被列入过严重失信主体名单；项目单位实际控制人为拥有中国 国籍的境内自然人。 省发展改革委投资处相关负责人介绍，此次征集的民间投资项目将报送至国家发展改革委，部分项 目将进入全国重点民间投资项目库，在建设中给予用地、环评、融资等方面的保障。（记者：杨晓梅 实习生：高学满） 根据通知，此次重点筛选具有科学性、示范性且有融资、环评、用地协调保障需要的民间投资项 目，优先支持交通、水利、物流等行业国家重大工程和补短板项目，战略性新兴产业和 ...

Core Concept - The "ticket root economy" is emerging as a new model that connects various consumption scenarios through movie tickets, offering discounts and enhancing urban consumption vitality during events like the Shanghai International Film Festival [1][2]. Group 1: Definition and Impact - The "ticket root economy" allows consumers to use physical or electronic tickets as vouchers for discounts in subsequent consumption scenarios, thereby extending cultural, social, and economic value [2]. - A successful case is the "Pyramid at the Top: Ancient Egyptian Civilization Exhibition" at the Shanghai Museum, which generated over 10 billion yuan in surrounding consumption by leveraging ticket roots [2]. - The model is gaining momentum in 2023, with various cities implementing it; for example, in Wuxi, ticket holders can enjoy discounts on accommodation and dining, while in Luoyang, high-speed train ticket holders can visit attractions at half price [2]. Group 2: Benefits and Consumer Experience - The ticket root serves as a "flow entry" for urban consumption, encouraging exploration and engagement with local culture [2]. - For consumers, tickets act as both discount coupons and guides to local attractions, providing emotional value beyond mere savings [2]. - For businesses, while discounts may reduce short-term profits, increased repurchase rates and customer loyalty can lead to long-term benefits [2]. Group 3: Challenges and Recommendations - The ticket root economy faces challenges such as over-reliance on discounts, potential ticket forgery, and complex cross-platform redemption processes [3]. - Recommendations include optimizing cooperation mechanisms, enhancing ticket design with cultural value, and creating more attractive consumer experiences to convert first-time visitors into repeat customers [3]. Group 4: Broader Economic Context - The emergence of various new consumption models, including "ticket root economy," reflects the vibrant market dynamics in China, showcasing the potential of small-scale innovations to create significant impacts [4].

日前，北京城市轨道新增支持境外发行的JCB卡和境内外发行的美国运通卡非接触式拍卡过闸及购补票 功能。至此，北京城市轨道成为全球首个全网覆盖中国银联、万事达、维萨、JCB、美国运通五大卡组 织支付服务的城市轨道交通系统。此次服务升级覆盖北京全路网29条运营线路、523座车站以及市郊铁 路S2线，乘客无需提前购票或下载应用程序，持卡贴近闸机感应区域即可秒速通行。 北京城市轨道支付服务的全面升级，不只是简单的技术迭代或功能拓展，更是首都深化对外开放、提升 国际交往能力的一项具体举措。从实现全球首个全网覆盖五大卡组织支付服务到构建全场景的涉外出行 便利体系，北京以"软硬兼施"的服务升级，在细微处传递开放温度，在创新中彰显大国首都风范。 统筹设施建设和服务能力提升，是北京持续强化国际交往功能的必由之路。如果说繁华的商业体、便捷 的交通是建设国际交往中心必要的"硬件"配置，那么细微处见精神的便利化个性化服务则是不可或缺 的"软"环境。 北京同样注重"软环境"的优化。从轨道交通站内翻译机的配置到公交线路的双语报站、网约车平台推出 英文版APP，一系列服务的完善，构建起全方位、多层次的涉外服务体系。以轨道交通全场景支付服务 ...

齐鲁晚报·齐鲁壹点记者 赵波 夏日的青岛，地铁建设工地热潮涌动。7月8日，记者从青岛地铁集团获悉，近期地铁2号线二期、5号 线、7号线、15号线迎来多项关键节点突破——从附属结构封顶到盾构机精准贯通，从主体结构首板浇 筑到装配式施工创新落地，多线齐发的建设节奏，正为岛城轨道交通网络"拼图"按下"快进键"。 2号线二期：东川路站附属结构封顶 作为连接东岸城区与崂山的重要线路，地铁2号线二期近期传来好消息：东川路站配套附属结构A出入 口、1号风亭及安全疏散通道顺利实现结构封顶。据悉，2号线二期（东段）起于李村公园站，终于北宅 科站，建成后将进一步加密崂山区域轨道交通覆盖，助力崂山景区与主城区的快速联通。 5号线：双线贯通+主体开建 地铁5号线福宁立交站，车站主体结构仰拱首板成功完成浇筑。海云庵站-湖岛站区间（"海湖区间"）的 进展——随着"云瑞号"盾构机刀盘精准破岩而出，该区间左线顺利接收，至此海湖区间提前15天实现双 线贯通。据悉，这段区间地质复杂，穿越多处老旧建筑群和地下管线，盾构机需啃下坚硬的花岗岩层， 能提前贯通，靠的是精准的掘进参数控制和24小时动态监测。5号线建成后将串联起市南、市北、李沧 三大城区， ...