全国各省市的"十五五"规划建议正在赶来！ 12月8日，据重庆发布，中共重庆市委关于制定重庆市国民经济和社会发展第十五个五年规划的建议（以下简 称"规划建议"）发布。 在"十五五"时期经济社会发展的主要目标方面，规划建议提出，支撑打造全国高质量发展重要增长极取得重 大进展。经济增长保持在合理区间，全要素生产率稳步提升，内需拉动经济增长主动力作用持续增强，深度融 入全国统一大市场，全市地区生产总值、人均地区生产总值分别迈上4万亿元、14万元新台阶。 与此同时，广东、山东、陕西、河南也同步发布了"十五五"规划建议。广东提出，培育壮大新兴产业和未来 产业；深入推进数字广东建设。山东提出，加快机器人和智能装备推广应用，打造低空经济发展集聚区、内河 新能源船舶制造基地。陕西提出，加快商业航天、专用装备等产业深耕布局；大力发展新型储能，加快智能电 网和微电网建设。河南提到，巩固壮大实体经济；加快培育数据市场，推动郑州数据交易中心成为国家级数据 交易场所。 打造智能网联新能源汽车之都 重庆"十五五"规划建议提出，在加快构建具有国际竞争力的现代化产业体系方面，规划建议提出，打造具有 全球影响力的智能网联新能源汽车之都。强化龙头 ...

Core Viewpoint - The 20th Central Committee's Fourth Plenary Session emphasizes the importance of fully implementing the new development concept and focusing on high-quality development, with significant deployments being made across various sectors [1] Group 1: Path Innovation and New Quality Productivity - Path innovation is identified as a core approach in cultivating new quality productivity, with the State Council issuing systematic guidelines for scene cultivation and large-scale application [2] - In Beijing, over 300 robot ecosystem enterprises are creating a strong wave of innovation, utilizing real-world scenarios for data collection and technology iteration [2] - Qingdao is focusing on a "10+1" innovative industry strategy, implementing a "ten-hundred-thousand" technology innovation project to enhance its technological landscape [2] Group 2: Effective Transformation of Research Achievements - The effective transformation of research outcomes into real productivity is crucial for cultivating new quality productivity, as demonstrated by the establishment of the Xiang'an Innovation Laboratory in Xiamen [3] - The collaboration between academic research teams and enterprises is essential for moving from basic research to industrialization, ensuring efficient product development and quality control [3] Group 3: Deep Integration of Innovation Chains - The application of technological innovations within industrial chains is necessary to transform traditional industries and foster new ones, thereby maximizing development potential [4] - In Chongqing, the automotive industry is experiencing significant R&D investment, with local brands accounting for 96% of production [4] - The establishment of a year-round automotive testing facility in Heihe has significantly reduced testing costs and time, enhancing the R&D cycle for automotive companies [4] Group 4: Synergy in Industry and Technology - The integration of rare earth elements with steel production at Baotou Steel has led to the creation of new high-value products, generating over 3.6 billion yuan in annual benefits [5] - Inner Mongolia is promoting innovation chains to support the development of key industrial clusters, aiming for comprehensive coverage by 2027 [5] Group 5: Optimizing Innovation Ecosystems - Tailoring innovation ecosystems to local conditions is fundamental for fostering high-quality development, as seen in Hebi's burgeoning commercial aerospace sector [6] - Jilin Province is establishing high-level breeding innovation platforms to enhance agricultural productivity, showcasing over 20 new soybean varieties [6] Group 6: Talent Development and Economic Impact - Xinjiang has seen a 2.6-fold increase in R&D personnel since 2020, contributing to significant economic benefits in the renewable energy sector [7] - The introduction of high-level talent in southern Xinjiang is driving industrial development, with initiatives to create a pool of skilled professionals [7]

工业和信息化部等6部门日前联合印发 《关于增强消费品供需适配性进一步促进消费的实 施方案》 （以下简称《方案》）。该《方案》提出，到2027年，形成3个万亿级消费领域和 10个千亿级消费热点。智能网联新能源汽车作为重点布局的3个万亿级消费领域之一，有望迎 来发展新机遇。 开拓万亿级消费赛道 中国汽车工业协会数据显示，今年前10个月，我国汽车产销量分别完成2769.2万辆和2768.7 万辆，同比增长均超过10%。其中，新能源汽车产销量分别完成1301.5万辆和1294.3万辆， 同比分别增长33.1%和32.7%。 值得关注的是，10月份新能源汽车销量达到汽车新车总销量的51.6%。这也是我国新能 源汽车月渗透率首次突破50%，彰显了中国市场对新能源汽车的强劲需求和消费转型的加 速。 "以往对新能源汽车增速的预测，主要基于电动化技术的演进。普遍观点认为，电动化初 期将经历高速增长，当其市场渗透率达到50%时，将进入一个相对均衡的发展阶段，增速会 趋于平缓甚至下滑。然而，智能化技术快速发展，正在成为推动新能源汽车产业升级的新动 力。"车百会理事长张永伟表示，智能化与电动化相互促进，形成了双向驱动的良性循环，智 ...

工业和信息化部等6部门日前联合印发《关于增强消费品供需适配性进一步促进消费的实施方案》（以 下简称《方案》）。该《方案》提出，到2027年，形成3个万亿级消费领域和10个千亿级消费热点。智 能网联新能源汽车作为重点布局的3个万亿级消费领域之一，有望迎来发展新机遇。 中国汽车工业协会数据显示，今年前10个月，我国汽车产销量分别完成2769.2万辆和2768.7万辆，同比 增长均超过10%。其中，新能源汽车产销量分别完成1301.5万辆和1294.3万辆，同比分别增长33.1%和 32.7%。 智能网联新能源汽车能广泛吸纳信息化、网络化、智能化、大数据、云计算，以及新材料、电力电子、 先进制造等方面的新技术、新发展，是众多产业融合创新的大平台。智能驾驶将为数字化和人工智能提 供一个高层次的应用场景，促进人工智能技术达到一个新高度。电动汽车的广泛应用还将推动能源结构 优化、智能电网建设、交通基础设施升级、新一代移动通信技术发展、产业链调整和改造，是推动产业 结构升级、拉动经济增长的持续动力。 专家表示，智能网联新能源汽车逐步普及，还将改变人们的出行方式，提高出行效率和舒适性，减少交 通拥堵和环境污染，同时有力推动智 ...

Group 1: Artificial Intelligence Development - Nearly 30 provinces in China have included artificial intelligence in their "14th Five-Year" plans, indicating a significant trend towards new and intelligent industries [1] - Local governments are focusing on establishing technological advantages and expanding international influence in the AI sector, with Beijing aiming to cultivate a leading AI industry ecosystem and Zhejiang promoting an optimal open-source environment [1] - Some regions are exploring the integration of AI with local advantageous industries, such as Inner Mongolia's plan to create a "green computing power + AI" application base [1] Group 2: Sustainable Development of New Energy - Local governments are prioritizing new energy as a key production factor to drive the transformation of traditional industries, with Chongqing aiming to become a global hub for smart connected new energy vehicles [2][3] - The development of new energy industries is expected to shift regional economies from resource-dependent to technology-driven models, enhancing the economic value and sustainability of these regions [3] - Various regions are implementing systematic planning for carbon reduction, with initiatives like Chongqing's comprehensive carbon emission control mechanism and Ningxia's efforts to achieve carbon peak [3]

Group 1 - Jiading District is an important hub for Shanghai's innovation center, focusing on enhancing technological innovation and industrial integration since the 14th Five-Year Plan [2] - The district is developing three trillion-level industrial clusters: intelligent connected new energy vehicles, integrated circuits, and biomedicine, while also fostering future industries [11] - The external macro environment is uncertain, prompting companies to accelerate strategic transformations and global layouts, with mergers and acquisitions becoming a key pathway [12] Group 2 - Small and medium-sized enterprises (SMEs) face challenges such as cyclical fluctuations and talent shortages, but they also hold the potential for industrial upgrades and value creation [4] - The global economy is in a golden growth period, with China's economic growth projected to be between 4.8% and 5% by 2026, driven primarily by technological innovation [7] - The focus on high-quality growth is expected to increase among Chinese companies, shifting from scale growth to quality growth [12] Group 3 - Companies are exploring various business cooperation models in international markets, such as expanding overseas agency channels and OEM partnerships [20] - The need for companies to develop products based on customer demands is highlighted, with a focus on reducing reliance on single large clients [22] - The transition of Chinese enterprises from global participants to global operators emphasizes the importance of strong product, organizational, and operational capabilities for sustainable development [24] Group 4 - The ability to assess a company's growth potential can be determined through technological breakthroughs, order acquisition, and performance conversion, alongside industry conditions and competitive landscape [29] - The upcoming bull market is expected to shift from being driven by expectations to being driven by economic recovery, with technology as a major theme [31] - Key factors for this year's bull market include domestic substitution, technological innovation, and global layout, which are essential for identifying quality companies [33]

Group 1 - The State Administration for Market Regulation has introduced a new credit repair management method to encourage individuals to correct violations and rebuild credit, effective from December 25 [1] - The new method categorizes violations into three levels: minor, general, and serious, each with different public disclosure periods and repair conditions [1] - Minor violations with only warnings will not be publicly disclosed, while general violations will have a minimum disclosure period of three months and a maximum of one year; serious violations will be disclosed for a minimum of one year and a maximum of three years [1] Group 2 - The Ministry of Industry and Information Technology and six other departments have issued a plan to enhance the supply of consumer goods, aiming to create three trillion-yuan consumption sectors and ten billion-yuan consumption hotspots by 2027 [2] - The plan includes 19 key tasks focusing on new technology applications, expanding the supply of unique products, and creating new consumption scenarios [2] - Key industries targeted include smart connected vehicles, smart home products, consumer electronics, and green building materials, with a goal to develop iconic products and innovative enterprises [2] Group 3 - The plan emphasizes the need to improve the supply of baby products, quality student supplies, trendy fashion items, and products for the elderly [3] Group 4 - The Ministry of Industry and Information Technology has initiated commercial trials for satellite IoT services, targeting industries such as transportation, energy, and agriculture [4] - The trials aim to enhance market supply, stimulate market activity, and establish a safety regulatory framework for emerging industries [4] - Companies that fail to provide services or violate regulations may have their trial qualifications revoked [4] Group 5 - Hunan Province has launched initiatives to create friendly environments for new employment groups, addressing issues faced by delivery workers and couriers [5] - Specific measures include optimizing delivery environments, improving access to buildings, and providing essential services like drinking water and charging stations [5] - The initiative aims to enhance the overall working conditions for new employment groups [5] Group 6 - Sichuan Province has released guidelines to improve government services and administrative efficiency through the "Efficient Completion of One Thing" initiative [6] - The guidelines propose the integration of artificial intelligence into government services to provide intelligent support for both citizens and officials [6] - The focus is on creating a list of key services and exploring streamlined processes for various stages of business development [6] Group 7 - Hangzhou has introduced a new land management reform to align land use with industrial needs, promoting a market-oriented approach [7] - The reform includes categorizing commercial land into industrial and real estate types, with incentives for industrial land use [7] - The city is piloting flexible land use policies to adapt to changing industrial trends, enhancing the responsiveness of land planning [7][8]

Core Insights - The key mission for the future is to develop industries, ensuring that each enterprise's growth is supported by its own strength and core technology, as well as a conducive development environment [1] Group 1: Industrial Development - Jiading has established three major identities: a historical cultural city, an international automotive city, and a technology satellite city, focusing on the development of intelligent connected new energy vehicles, integrated circuits, and biomedicine as part of its "14th Five-Year Plan" [1] - A number of leading autonomous driving companies have settled in Jiading, showcasing the latest achievements in the automotive "new four modernizations" [1] - The biomedicine industry is being developed according to a planning framework of "one axis, one town, two valleys, and two areas," aiming to create a highland for the city's biomedicine industry [1] Group 2: Future Industry Layout - Jiading is actively pursuing future industries in areas such as future intelligence, future energy, future materials, future health, and future space [1] - The Jiading New City is focusing on the integration of industry and city, with key industries including industrial internet, low-altitude economy, high-end medical care, green low-carbon, and financial technology [3] - The Jiading Industrial Internet Park is recognized as a benchmark and pilot park for industrial internet in Shanghai, providing ample cooperation opportunities with manufacturing enterprises [3] Group 3: Investment and Development - The leadership expresses a strong desire for more listed companies to invest and develop in Jiading New City, highlighting the progress in landscape, ecology, and branding over the past 20 years [4] - Confidence and patience are identified as two key factors for future listed companies, with Jiading New City committed to providing convenience in land, talent, and policies for enterprises [4]

据重庆日报消息，12月1日下午，国新控股（重庆）有限公司揭牌。重庆市委书记袁家军，市委副书 记、市长胡衡华会见了中国国新控股有限责任公司党委书记、董事长徐思伟，党委副书记黄耀文一行并 共同为企业揭牌。 徐思伟感谢重庆市对双方合作的高度重视和有力推进。他说，重庆经济社会高质量发展成效明显，令人 倍感振奋。中国国新对重庆未来发展充满信心，将持续加大在渝布局力度，深化半导体、人工智能、先 进材料、生物医药、低空经济、新能源汽车等领域务实合作，为现代化新重庆建设作出更大贡献，实现 高水平互利共赢。 中国国新，重庆市有关部门和企业负责人参加。 中国国新领导侯晓、杨宁、刘学诗、王豹，重庆市领导罗蔺、刘尚进参加。 据介绍，中国国新控股有限责任公司成立于2010年12月22日，是国务院国资委监管的中央企业之一， 2016年初被国务院国有企业改革领导小组确定为国有资本运营公司试点，2022年12月正式由试点转入持 续深化改革阶段。截至2024年底，公司资产总额达9800亿元；全年利润总额连续四年保持在200亿元以 上。 12月1日下午，市委书记袁家军，市委副书记、市长胡衡华会见中国国新控股有限责任公司党委书记、 董事长徐思伟， ...

"过去，老电工背着电笔、钳子、改锥这'老三件'在车间里就觉得很有底气。但现在，更多需要依 靠专业知识和思维能力。"山西机械高级技工学校智能制造系主任邓艳丽对此感受深刻。她所在专业的 名称从"电工"到"电气自动化"，再到如今的"机电一体化"并细分出人工智能方向，名称变迁的背后是技 术的巨大变革。 全国工业和信息化技术技能大赛精准地瞄准了这一缺口。第三届大赛设置的智能硬件装调员、生成 式人工智能系统应用员等六个赛项，无一不紧扣制造强国、网络强国重点领域。大赛通过"理论+实 操"的考核模式，高度还原真实产业场景，旨在快速孵化能解决实际问题的复合型人才。 在当前全球科技竞争与产业变革的浪潮下，发展新质生产力已成为推动我国高质量发展的内在要求 和重要着力点。而新质生产力，本质上是由技术革命性突破、生产要素创新性配置、产业深度转型升级 催生出的先进生产力质态，其核心载体正是高素质的技术技能人才。 面对新兴产业蓬勃兴起与传统产业转型升级带来的巨大人才缺口，如何快速补位、精准育才？全国 工业和信息化技术技能大赛以其独特的"以赛促学、以赛促训、以赛促用"模式，正在探索一条培养新质 生产力所需"生力军"的有效路径。 直面缺口，精 ...