从具备"深度思考"模式的人工智能大模型，到人形机器人、脑机接口、低空经济……今年以来，我国科技创新领域迎来了多个技术应用爆发点，相关领域的 科创公司也激起了资本市场极大的关注热情。 在与科技创新联系紧密的创投市场，今年上半年，多份重磅政策接连出台，对创投市场支持科技创新发展的作用定位愈发清晰。 系列开篇，南都·湾财社记者通过梳理2025年上半年全国投融资事件数据，主要聚焦整体科创赛道创投活跃度情况。分析结果发现，从行业大类来看，电 子、IT、医疗健康稳居投融资交易活跃度TOP3，装备制造行业凭借机器人赛道的火热成功跻身第一梯队。 从具体赛道来看，2025年上半年机器人赛道最为火热，投融资事件数排名跃升至第二、大额融资数居首。囊括低空经济、商业航天等概念的航空装备赛道投 融资活跃度也有大幅提升。而半导体设备、新能源汽车零部件赛道则出现了较明显的投融资活跃度下降。 电子、IT、医疗健康、装备制造为大类第一梯队 细分赛道芯片设计居首 由于一级市场为非公开市场，相关数据均为不完全统计。南都·湾财社记者主要以万得旗下一级市场数据库RimeData为数据源，并设置了"企业总部位于国 内""融资方未上市""投资方包含投资机 ...

Core Viewpoint - Chengdu's Economic and Information Bureau has issued the "Chengdu Manufacturing Industry Characteristic Industrial Park Development Plan (2025-2030)", aiming for significant growth in characteristic industries by 2030, with a target revenue exceeding 1.5 trillion yuan and an industrial concentration rate of over 80% [1][5]. Group 1: Development Goals - By the end of 2030, the plan aims for characteristic industrial revenue to surpass 1.5 trillion yuan, with over 80% concentration in characteristic industries and 60% of the city's industrial revenue coming from large-scale enterprises in characteristic industrial parks [1][5]. - The plan outlines the establishment of over 12 nationally influential characteristic manufacturing industrial parks, over 16 emerging industry parks, and over 2 future industry parks by 2030 [1]. Group 2: Key Tasks - The plan identifies five key tasks: guiding specialized development, enhancing operational management, promoting modern and green development, improving innovation capabilities, and focusing on quality development [2]. - To enhance park visibility and recognition, a gradient cultivation approach will be adopted, with 30 characteristic industrial parks to be selected by 2025 [2]. - The operational management level will be improved by transforming state-owned platform companies into industrial investment operators and attracting quality operators [2]. Group 3: Innovation and Development - The plan supports characteristic industrial parks in hosting high-level national manufacturing innovation platforms and aims to cultivate "unicorn" companies and "specialized and innovative" enterprises [3]. - It emphasizes the need for parks to focus on specific industrial demands and develop service scenarios, including autonomous driving and drone delivery [3]. Group 4: Differentiated Layout - The plan outlines a differentiated layout for various urban areas, focusing on innovation in new products and technologies in urban new areas, modern urban industry in central urban areas, and traditional industry upgrades in county-level cities [5]. - Urban new areas will focus on strategic emerging industries, while central urban areas will enhance project capacity and promote collaboration between R&D and manufacturing [5].

Group 1 - The 2025 "Belt and Road" journalist organization forum took place in Jiujiang, Jiangxi, from July 15 to 17, with participation from 25 foreign media journalists from 12 countries [1] - Jiujiang's Vice Mayor Chen Shuilian highlighted the city's strengths in petrochemicals and equipment manufacturing, aiming for deeper cooperation with foreign cities and promoting cultural tourism resources globally [1] - Jiujiang Port's container throughput exceeded one million TEUs last year, with an 8% growth rate this year, emphasizing its role as a logistics hub in the Yangtze River region [1] Group 2 - Foreign media journalists praised Jiujiang's achievements in industrial development, environmental protection, and cultural tourism, noting the city's cleanliness and vitality [2] - The forum's theme was "The Power of News, Civilizational Dialogue, and Promoting World Modernization," with nearly 100 media representatives from over 50 countries participating in various activities [2] - Journalists will gather again in Ganzhou on July 18 for the main forum and a series of meetings [2]

Economic Overview - The GDP of Sichuan for the first half of 2025 reached 31,918.2 billion yuan, with a year-on-year growth of 5.6% [2][5] - The growth rate is 0.1 percentage points higher than the first quarter and 0.3 percentage points above the national average [6] Sector Performance - The primary industry added value was 1,963.3 billion yuan, growing by 3.2% year-on-year [2] - The secondary industry added value was 18,843.4 billion yuan, with a growth of 5.3% [2] - The tertiary industry added value was 1,111.5 billion yuan, increasing by 6.0% [2] Agricultural Production - Summer grain production reached 4.762 million tons, an increase of 111,000 tons compared to the previous year [3] Industrial Growth - The industrial added value for large-scale enterprises grew by 7.3% year-on-year, with 35 out of 41 major industries reporting growth [8] - The automotive manufacturing sector saw a significant increase, with added value growing by 21.0% [8] - High-tech manufacturing added value increased by 13.1% [8] Service Sector - The service sector's added value grew by 6.0%, contributing 62.3% to the overall economic growth [6][7] - The rental and business service industry increased by 12.4%, while information transmission, software, and IT services grew by 10.9% [7] Investment Trends - Fixed asset investment (excluding rural households) increased by 2.7% year-on-year [3] - Investment in the primary industry rose by 16.5%, while the secondary industry saw a 10.8% increase [3] - The third industry investment decreased by 1.4%, with real estate development investment down by 6.5% [3] Consumer Market - The total retail sales of consumer goods reached 14,160.2 billion yuan, reflecting a year-on-year growth of 5.6% [4] Policy Impact - The implementation of "two new" policies led to a 50.8% increase in retail sales of communication equipment among large enterprises [11] - Private investment turned around from a decline of 1.3% last year to a growth of 2.4% this year [12]

Core Viewpoint - The fixed asset investment growth in China has slowed down in the first half of the year due to a decline in manufacturing and infrastructure investments, alongside a significant drop in real estate investment [1][3]. Investment Growth and Structure - In the first half of the year, total fixed asset investment (excluding rural households) reached 24,865.4 billion yuan, with a year-on-year growth of 2.8%, down 0.9 percentage points from January to May; after adjusting for price factors, the growth was 5.3% [1]. - Infrastructure investment grew by 4.6%, a slowdown of 1.0 percentage points; manufacturing investment increased by 7.5%, down 1.0 percentage points; real estate development investment fell by 11.2%, with the decline widening by 0.5 percentage points [1][5]. - Despite the slowdown, the investment structure is improving, with high-tech manufacturing and service investments maintaining rapid growth, and green energy investments seeing significant increases [1][2]. High-Tech and Green Investments - High-tech manufacturing investment grew by 26.3% in aerospace and 21.5% in computer and office equipment manufacturing [2]. - High-tech service investment rose by 8.6%, with information service investment increasing by 37.4% [2]. - Green energy investment surged, with electricity, heat, gas, and water production and supply investment growing by 22.8%, contributing 55.6% to total investment growth [2]. Major Projects and Infrastructure - Major projects under the "Two New" initiative have been effectively supporting investment, with infrastructure investment growing by 4.6%, higher than the overall investment growth [5][6]. - The total investment in projects (excluding real estate) increased by 6.6%, with projects planned to invest over 100 million yuan growing by 5.6% [6]. - The government has allocated over 300 billion yuan to support the third batch of "Two New" construction projects, with a total of 800 billion yuan planned for the year [6]. Real Estate Market Dynamics - The real estate market is experiencing a downturn, with sales and investment declining, leading to a significant drag on overall investment [6]. - The central government is focusing on establishing a new model for real estate development, emphasizing urban renewal and quality housing construction, which could release over 8 trillion yuan in market potential annually [7].

Main Operating Conditions - The total new contract amount for the company reached 110.87 billion RMB, reflecting a year-on-year increase of 2.8% [1] - The breakdown of new contracts by business type shows a decline in design consulting by 12.2% to 6.44 billion RMB, engineering construction down by 5.3% to 31.78 billion RMB, and equipment manufacturing down by 20.7% to 1.16 billion RMB [1] - Notably, the specialty real estate segment saw a significant increase of 38.5% in new contract amount to 11.43 billion RMB, while asset management surged by 425.1% to 101.73 billion RMB [1] - The overseas new contract amount increased by 51.6% to 12.49 billion RMB, contrasting with a slight decline of 1.2% in domestic contracts [1] Land and Construction Metrics - The company reported a 59.0% increase in newly acquired land reserves, totaling 126,000 square meters, and a 76.0% increase in construction area to 633,000 square meters [1] - The completed area decreased by 6.3% to 1,584,000 square meters, while the signed area increased by 9.1% to 609,000 square meters [1] - The signed contract amount for real estate reached 11.43 billion RMB, marking a 38.5% increase [1] Major Project Progress - Currently, the company has no major projects that have been signed but not yet executed [1]

证券代码：002051 证券简称：中工国际 公告编号：2025-036 中工国际工程股份有限公司 2025 年第二季度经营情况简报 —1— 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 程工程咨询服务项目、佛山市中医院新城院区建设项目、浦发银行和 林格尔数据中心等项目。2025 年上半年，公司国内工程承包业务累计 新签合同额为 22.75 亿元，咨询设计业务累计新签合同额为 9.47 亿 元。截至 2025 年 6 月末，公司国内工程承包业务已签约未完工项目 合同金额 45.96 亿元，已中标尚未签约项目合同金额 0.73 亿元；咨询 设计业务已签约未完工项目合同金额 39.99 亿元，已中标尚未签约项 目合同金额 1.26 亿元。 2025 年第二季度，公司装备制造业务新签合同额为 2.56 亿元， 包括：北京香山公园脱挂索道升级改造、新疆那拉提冬季旅游提升改 造项目（索道设备）、南京医药二期物流系统集成等项目。2025 年上 半年，公司装备制造业务累计新签合同额为 5.93 亿元。截至 2025 年 6 月末，公司装备制造业务累计已签约未完工项目合同额为 ...

Group 1 - China's economy is showing stable growth amidst increasing global trade barriers and rising protectionism, with key growth engines in equipment manufacturing, high-tech industries, and renewable energy [1] - The Chinese government is promoting open cooperation and leading green technology transformation, creating "irreplaceable opportunities" for the global economy [1] - In the first half of the year, China's manufacturing sector has made significant progress in transformation and upgrading, particularly in equipment manufacturing and high-tech manufacturing, with a notable 36.2% year-on-year increase in new energy vehicle production [3] Group 2 - China is the world's second-largest economy and is actively promoting opportunities to its members, especially in the context of global trade barriers and protectionism [3] - China has become the largest global manufacturer and user of renewable energy equipment, with 74% of the world's wind and solar projects located in the country [5] - The electric vehicle market in China is experiencing explosive growth, with expectations that Chinese electric vehicles could capture over 30% market share in Navarra, Spain, within three years [7]

Core Viewpoint - Chengdu's government has issued a plan to promote high-quality development in county-level new towns, focusing on enhancing the capacity of advanced manufacturing bases and supporting the growth of various industries [1] Group 1: Advanced Manufacturing - The plan emphasizes leveraging spatial advantages to undertake leading projects in advanced manufacturing, particularly in equipment manufacturing, advanced energy, and new materials, targeting areas like Jianyang, Pengzhou, and Jintang [1] - There is a goal to strengthen the manufacturing sector in Qionglai and Chongzhou by enhancing the capabilities of advanced manufacturing [1] Group 2: Traditional Industries Transformation - The initiative aims to utilize digital intelligence and green technology to upgrade traditional industries such as liquor and home furnishings [1] - The focus is on developing niche sectors like power batteries and smart terminals, with an aim to create national-level characteristic industrial clusters for small and medium enterprises [1] Group 3: Industrial Space Expansion - The plan supports the expansion and quality improvement of established enterprises, as well as the redevelopment of inefficient and idle land and buildings [1] - It aims to continuously expand new industrial spaces, particularly in areas like Dujiangyan, Dayi, and Pujiang, to strengthen industries such as pharmaceuticals and green food [1] Group 4: Emerging Industries - The government is promoting the development of emerging industries such as green hydrogen, low-altitude economy, commercial aerospace, and computing power [1] - There is a focus on securing key backup projects for these critical industries [1]

Group 1 - Ningxia has four core advantages for attracting private enterprises: superior natural conditions, convenient geographical location, strong industrial foundation, and favorable policy resources [1][2] - Ningxia's natural resources include 32.1 billion tons of coal, over 300 million tons of proven oil reserves, and over 2000 billion cubic meters of natural gas, with a large-scale gas field under development [1] - The region has abundant wind and solar resources, with annual sunshine hours exceeding 2800, and a renewable energy installed capacity of 45 million kilowatts, accounting for 57% of total capacity [1] Group 2 - Ningxia is strategically located at key nodes of the New Eurasian Land Bridge and the "China-Central Asia-West Asia" economic corridor, enhancing its connectivity [2] - The province has developed a comprehensive highway network and efficient air and rail transport systems, facilitating logistics and data flow [2] - In 2024, the industrial added value in Ningxia is projected to grow by 9.6%, ranking third in the nation, with industrial contribution to economic growth at 49.1% [2] Group 3 - Ningxia has established six major advantageous industries, including new materials, clean energy, equipment manufacturing, and digital information, with 1620 large-scale enterprises [2] - The region benefits from national policies supporting its development, offering a combination of advantages in green electricity, land, and labor resources [2] - Industrial electricity prices are low at 0.45 yuan per kilowatt-hour, with significant land and labor resources available for development [2] Group 4 - Ningxia aims to continuously optimize its business environment by leveraging resources, location, industry, and policy to attract more strong private enterprises [3]