党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》强 调，坚决破除阻碍全国统一大市场建设卡点堵点。规范地方政府经济促进行为，破除地方保护和市场分 割。当各种税收优惠、财政奖励和补贴"退潮"之后，招商引资靠什么？地方政府如何因地制宜提升投资 吸引力？记者深入一线采访，探访多个营商优选地，总结提炼各地在纵深推进全国统一大市场建设背景 下优化招商引资工作、推动高质量发展的新实践、新经验。今天推出宁波市北仑区的报道，敬请关注。 ——编者按 冬日，寒意料峭。走进浙江省宁波市北仑区机器人产业园，塔吊林立、桩机轰鸣，热火朝天的建设场景 随处可见。从空中俯瞰，凤凰城、甬江科创区北仑片区建设日新月异，不断刷新城市天际线。 向海而生、因港而兴。1984年，宁波经济技术开发区设立，初始面积仅3.9平方公里。1986年，北仑港 工业区设立，面积达70平方公里。1992年，两区的重点开发区域合并，形成了现在的宁波经济技术开发 区，2003年1月1日起，北仑区与宁波经济技术开发区实行"一套班子、两块牌子"的管理体制。如今，北 仑区域内拥有宁波经济技术开发区、宁波保税区、大榭开发区、宁波出口加工区、梅 ...

Group 1 - The core focus of the news is the announcement of the top ten enterprises in Wuhan for 2025, highlighting significant advancements in key industries such as optical chips, robotics, and intelligent manufacturing [1][2] - Dream Chip Technology released the world's smallest full-system, full-frequency Beidou chip, "Zhu Meng MX2740A," which is only the size of half a fingernail and boasts leading international performance [1] - Huazhong CNC introduced the world's first next-generation intelligent numerical control system, "Huazhong 10," which integrates AI chips and large language models, enabling industrial machines to possess "self-learning" capabilities [1] Group 2 - Changfei Optical Fiber successfully laid the world's first seven-core optical fiber submarine experimental cable, setting a record for the longest deployment of space-division multiplexing submarine cables, which is crucial for upgrading marine communication [1] - Dongfeng Motor completed the world's largest integrated die-casting factory in Wuhan, utilizing a 16,000-ton domestic die-casting machine, advancing automotive manufacturing technology to the top tier globally [1] - Wuhan Boiler Energy won a world-class energy storage project, providing core components for the world's first 300-megawatt compressed air energy storage power station, marking a significant breakthrough in Wuhan's high-end equipment manufacturing capabilities in the new energy storage sector [1] Group 3 - He Yuan Bio's globally pioneering "rice-based blood" new drug has been approved for market release, addressing the long-term reliance on imported human serum albumin [2] - Wuhan Financial Holding Group became the first municipal state-owned enterprise to exceed 100 billion yuan in revenue, driving the development of the real economy through a "finance + industry" dual approach [2] - The Hubei Humanoid Robot Innovation Center established the first humanoid robot 7S store in the country, creating a new model for the commercialization of robots [2]

Group 1 - The core viewpoint is that the A-share market is expected to continue its upward trend in 2026, shifting from "expected overshoot" to "profit realization" as the main driver of market pricing [2][5] - The investment opportunities are identified in the new productivity sectors (electronics, high-end equipment) and midstream manufacturing and upstream resource products [3][5] - The market structure in 2025 showed a significant divergence, with technology growth stocks leading the way, as the Sci-Tech 50 and ChiNext indices rose nearly 40% and about 50% respectively, outperforming blue-chip indices [4] Group 2 - The investment strategy should focus on sectors with strong profit certainty, moving from a narrative-driven approach to one based on profit verification [5][6] - The consumer sector is expected to experience a "structural rise" rather than a full recovery, with traditional consumption facing challenges despite potential rebounds in valuation [6][7] - The recommendation for asset allocation includes prioritizing new productivity sectors and cyclical products benefiting from PPI recovery, while maintaining low-volatility dividend assets as a base [8]

Core Viewpoint - In 2026, the A-share market is expected to continue its upward trend, shifting from "expectation overdraft" to "profit realization," with performance certainty becoming the core basis for valuation [3][4]. Group 1: Market Performance and Trends - In 2025, the A-share market showed a volatile upward trend, with the Shanghai Composite Index rising nearly 20% and reaching 4000 points at one point; technology growth stocks led the rally, with the ChiNext Index surging by 50% [3][4]. - The structural differentiation in the market is attributed to the evolution of asset pricing logic, focusing on technology growth sectors, particularly driven by new productive forces [4][5]. Group 2: Investment Opportunities - Investment opportunities are identified in the new productive forces sector (electronics, high-end equipment) and midstream manufacturing and upstream resource products [4][5]. - The consumer sector is expected to experience a "structural rise" rather than a full recovery, with new consumption trends becoming the main line of growth, while traditional consumption may see only a rebound from oversold conditions [5][6]. Group 3: Policy and Economic Factors - Policy measures aimed at promoting consumption are expected to resonate with changes in consumer behavior, benefiting virtual and emotional consumption sectors, such as AI-enabled consumption scenarios and digital cultural products [6]. - The share of service consumption in total consumption is projected to continue increasing, with emerging service sectors like health care and cultural tourism benefiting from supply optimization and scenario relaxation [6]. Group 4: Asset Allocation Strategies - For asset allocation in 2026, a strategy focusing on "offensive through profits, defensive through liquidity, and structural differentiation" is recommended [6]. - In the stock market, priority should be given to the new productive forces sector and cyclical products benefiting from PPI recovery, while maintaining low-volatility dividend stocks as a base [6]. - In the bond market, a "low volatility + narrow fluctuation" strategy is advised, emphasizing interest income and liquidity balance, with a focus on high-rated credit bonds [6][7].

Group 1 - The core theme of the news highlights the significant rise of new productive forces in China's economy during 2025, with a focus on technological breakthroughs and innovative resource allocation [3] - The comprehensive index for new productive forces surged by 43.50% throughout the year, outperforming the CSI 300 index, indicating a strong market momentum driven by sectors such as AI, semiconductors, robotics, and high-end equipment [3] - The capital market experienced a systemic transformation, with the total market value of A-shares surpassing 100 trillion yuan and annual trading volume exceeding 400 trillion yuan, reflecting enhanced market vitality and resilience [4] Group 2 - The implementation of policies aimed at attracting long-term capital into the market has shown positive results, with social security funds and insurance capital increasing their investments [4] - The IPO and refinancing regulatory mechanisms have been improved, enhancing the efficiency of market entry and exit processes, which has led to a richer array of investment opportunities for investors [4] - The trend of new productive forces transitioning into industrial practice is irreversible, with a positive cycle forming between technology, industry, and finance, supporting the long-term bullish outlook for the market [5]

越过山海，新程可期 时光的笔触划过巴渝大地，两江潮声收束旧岁余韵，山城灯火点亮新程序章。当岁月的年轮碾过2025的刻度，我们站在时序交替的路口，那些藏在人间烟 火与拼搏岁月里的热忱期盼，早已汇聚成这座城市最动人的成长故事，在时光里留下坚定有力的回响。 这一年，我们看见了更多的同心聚力，共同写就这座城市的生动篇章。丰富的活动滋养着城市的文化根系， 第十四届中国艺术节上好戏连台、全国书博 会墨香四溢；绿茵场上，铜梁龙冲超成功，"渝超联赛"如火如荼，足球的快乐深植市井街巷；无人机常态化云端演绎"雄奇山水 新韵重庆"的璀璨画卷， 科技与美景的碰撞，为山城再添一份浪漫。数字赋能让城市治理更智慧，精细服务让民生更有质感。从风雨中的守望相助，到赛场里的热血同心，无数平 凡的身影并肩而立，以担当诠释初心，以坚守书写责任。 这一年，我们曾见群山颔首，记得每一次向上的执着。巴渝儿女骨子里的坚韧，化作躬身实干的步履，踏遍产业升级的阡陌，闯过创新攻坚的关隘。从智 能网联新能源汽车的驰骋之姿，到"重庆造"高端装备的硬核突围；从高能级创新平台的落地生长，到产业集群的迭代跃升，重庆以实干谋发展，让"制 造"向"智造"蜕变，写下奋进的注脚。 ...

最近看到一条新闻，让我对咱们国家的科技创新实力有了更直观的感受。从2019年7月22日"科创板第一股"华兴源创登场，到2025年12月30日强一股份成功 上市，苏州的科创板企业数量已经达到了58家，占全国总数的9.6%，排在全国第三。更厉害的是，这些企业IPO融资总额超过了720亿元，总市值加起来有 6700亿左右，妥妥的"科创军团"。前三季度，这些公司研发投入就高达80亿，平均占收入的18%，硬科技底色十足。 看到这里，我就在想，这当然是地方经济和企业自身努力的结果。但对我们普通观察者来说，一个更实际的问题是：当这样的"利好"新闻出现，或者某个行 业、某个概念被市场热捧时，相关的公司是不是就一定能乘风破浪，表现亮眼呢？现实往往比想象复杂。 一、 新闻背后的市场逻辑：资金态度是关键 新闻里提到的苏州科创企业，覆盖了新一代信息技术、高端装备、生物医药等多个前沿领域，业绩和成长性都不错。这无疑为相关上市公司提供了坚实的基 本面支撑。但是，在资本市场上，一个公司的价值被市场发现和认可，除了自身质地，更离不开资金的持续关注和参与。 这就好比一个再好的剧本，也需要有实力的导演和演员投入热情去演绎，才能成为一部叫好又叫座 ...

据悉，开展科技创新成果评定，是滨州市深入实施创新驱动发展战略，系统推进科技评价改革，激发全 社会创新活力的重要举措。依据《滨州市科技创新成果评定办法》，评定每年组织开展一次。评定工作 自启动以来，始终坚持规范、公正、权威的原则。整个过程历经提名推荐、形式审查、专家评审、部门 征求意见、社会公示等多重环节。在此过程中，综合考量成果的技术水平、经济社会效益、产业促进作 用等多方面因素，鼓励突出贡献，充分调动科技工作者积极性，增强自主创新能力。 据悉，这是《滨州市科技创新成果评定办法》自2024年12月公布后，我市首次依据该《办法》组织开展 年度科技创新成果评定。本次评定的科技创新成果，也生动勾勒出当前滨州科技创新的三大鲜明特征与 发展态势。 科技产业深度融合，支撑产业链高质量发展。成果评选突出"技术为产业赋能"导向，其中，"多维度协 同数字喷墨印花提质增效技术体系研发与产业化应用"、"小麦绿色循环增值加工模式创新与产业化应 用"等一等成果中，80%的成果属于滨州着力打造的"5210N"现代产业集群体系重点链条，覆盖高端装 备、精细化工、高端铝业、智能纺织、食品加工、医药健康等六大关键领域。这些成果从关键技术突破 ...

大亚湾 在大亚湾西区街道新兴产业园塘横片区，塔吊林立、一栋栋现代化厂房正拔地而起。已封顶的华南立能 项目褪去绿色防护网，展露出灰白色相间的外墙，静待投产。这片热土，正以"一天一个样"的速度，从 昔日的村庄山谷蝶变为初具规模的现代化产业园区。 作为大亚湾开发区实施"百千万工程"的关键战场，西区街道以"北部存量改造"与"南部增量拓园"双轮驱 动，全面激发高质量发展新动能。其中，北区通过盘活低效用地、推动旧厂房"凤凰涅槃"，南区则以高 起点、高标准全新打造"大亚湾科技谷"，一幅"北改南拓、产城融合"的壮阔画卷正在大亚湾西区大地徐 徐展开。 北区"腾笼换鸟" 老旧厂房焕新，产业能级跃升 在大亚湾西区街道北部，土地开发趋于饱和，增长空间受限。如何破解这一瓶颈？西区街道的答案是： 向存量要空间，以改造提效益。 位于石化大道西29号的原宝信科技有限公司地块，曾是土地利用率低、安全隐患突出的典型。该地块权 属东联社区新溪村小组，早年引入的企业经营萎缩后，发展陷入停滞，将部分场地违规分租，伴随带来 突出的消防隐患。2024年7月，西区街道联合多部门开展专项整治，为园区"安全体检"，清退管理混乱 的低效承租企业。随后，以"三资" ...

每日金句 黑马校友会成员 这里认真推荐你： 报名 「吴世春·西安出行活动」 创始人要注意，融资有四大误区： （1）把创业等同于融资： 创业盯着融资去，起步你就输了； （2）把估值等同于价值： 不要依据估值数字判断企业价值高低； （3）高估帮忙者的价值： 成功关键不在投资人，而在创始人； （4）低估添乱者的影响： 靠谱的人困难时会拉你一把，不靠谱的人是压垮你 的最后一根稻草。 胡祚雄丨凌雄科技集团董事会主席 R 1月22日-24日 ， 吴世春将亲自带队 100家企业家 ， 去陕西西安线下游学 ， 走进科技制造 产业，打开万亿赛道蓝海。 你 在 创业路上遇到的问题和想法 ， 都可以找吴老师聊聊 。 如果你是 优质的项目，吴老师也会果断投 你 。 希望所有支持吴老师的人 ， 一如既往的相信他、支持他，大家 一起 加油！ 活动详情如下 ↓↓↓ 吴世春导师亲自带队 | 2026.01.22-24 走进科技制造产业 升级数字文旅体验 探索产业生态协同 打开万亿赛道蓝海 少 略感 rt ITT 机器人、航空航天、高端装备、新材料、新能源、 科技演费、Al+产生的创出者看过来! 你将收获 ] 场 产业重做的深度链接之旅 与独 ...