1月16日，科创创业ETF（588360）盘中涨超1.2%，2026年政策导向有望助力科技创新。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 中银国际指出，从宏观背景、估值水平、业绩表现以及资本开支等视角来看，当前AI行情泡沫化 不显著，估值仍未透支。AI硬件景气延续，关注"紧缺"环节，包括光通信、TPU产业链、存储芯片、AI 电力等。此外，AI交互革命有望催化端侧换机热潮，AI应用三季度业绩迎来困境反转，应用渗透率进 入加速阶段，垂类应用商业化落地初现成效，关注AI端侧和应用投资机会。聚焦"AI＋消费＋医药"三极 集中结构，AI算力基础设施与数字经济为高景气主线。作为"十五五"开局之年，科技自立自强与先进制 造有望成为核心主线。科技领域需转向体系化配置，覆盖关键核心技术、高端制造等多方向；先进制造 向多层次体系升级，布局未来产业。 科创创业ETF（588360） ...

高水平创新平台加速聚集，12家省级高新区累计拥有国家级研发机构15个、省级研发机构226个，较"十 三五"末分别增长36.36%和55.86%。金昌高新区建成先进镍钴铜金属及新材料中试平台并引入院士工作 站；陇西高新区获批建设"国家中医药火炬基地"。创新主体梯度培育成效显著，集聚科技型中小企业 1110家、省级创新型企业418家、高新技术企业442家，分别占全省总量的22.33%、21.67%和15.62%。 中国发展网讯 记者王斌报道 记者从甘肃省科技厅获悉，2025年，甘肃紧紧围绕"发展高科技、实现产业 化、加快形成新质生产力"的核心使命，以"打造全国区域性科技创新及转化基地"为总牵引，深入实施 强科技行动，统筹推进12家省级高新区建设，取得显著成效。全年省级高新区预计实现地区生产总值超 1120亿元，同比增长12%以上；营业收入突破5516亿元，同比增长3%以上，科技创新对区域高质量发 展的驱动作用持续增强。 强化统筹布局，园区发展体系持续优化 制定出台《甘肃省打造全国区域性科技创新及转化基地行动方案》，专章部署园区提升任务。通过推荐 与创建，成功推动武威、静宁工业园区获批建设省级高新区，指导嘉峪关高新 ...

Core Viewpoint - The provincial drug regulatory work meeting highlighted the achievements in drug regulation during 2025 and outlined key tasks for 2026, emphasizing the importance of advancing drug safety and promoting high-quality development in the pharmaceutical industry as part of China's modernization efforts [1][2]. Summary by Sections Achievements in 2025 - The provincial drug regulatory work achieved significant results, ensuring overall drug safety stability and promoting high-quality innovation in the pharmaceutical industry, with the province receiving an A rating in national drug safety assessments [2]. - Strong policy support was provided, including the approval of a comprehensive plan for the open innovation development of the biopharmaceutical industry chain by the State Council and the introduction of 83 reform measures by the provincial government [2]. - Continuous deepening of reforms was noted, with the province leading in the number of newly approved drugs and innovative medical devices, and the establishment of a full-process service mechanism [2]. - Regulatory effectiveness improved, with a drug inspection pass rate maintained at over 99.5% and the establishment of a mechanism for corporate responsibility [2]. - Workforce development was emphasized, with a focus on enhancing the quality of drug regulation personnel and fulfilling central directives [2]. Key Tasks for 2026 - The drug regulatory departments are tasked with implementing the spirit of the 20th National Congress and the 14th Provincial Congress, focusing on high-quality development and efficient governance [3]. - There is a call to strengthen integrated services to optimize the innovation environment for the pharmaceutical industry, enhancing support for drug and medical device development [3]. - Full-chain governance will be reinforced to ensure safety throughout the drug lifecycle, extending governance to more areas including cosmetics [3]. - Modernization of drug regulation will be prioritized, with innovations in regulatory methods and tools to enhance predictability and effectiveness [3]. - Strengthening party leadership and building a high-quality cadre team is essential for guiding the development of drug regulation [3]. Future Focus Areas - The focus will be on deepening reforms, enhancing drug safety, and promoting the pharmaceutical industry's innovation and development [5][6]. - Key areas include advancing comprehensive party governance, deepening drug regulatory reforms, and improving the drug safety regulatory system [5][6]. - The establishment of a risk warning and prevention system is crucial to address potential risks at an early stage [6]. - Continuous enhancement of professional capabilities in drug regulation and the modernization of governance practices will be pursued [6].

Group 1 - The core viewpoint of the article highlights the rapid development of brain-computer interfaces (BCIs) driven by both policy and technology in China and abroad [1] - Invasive BCIs are beginning clinical trials in China, with a focus on leading companies and advancements in flexible electrodes, implantation technology, and specific scenario algorithms [1] - Semi-invasive and invasive pathways emphasize "data readout" and "enrollment scale," which can significantly enhance commercialization certainty and industry attention [1] - Non-invasive BCIs are noted for their unique combination of "medical + consumer" driving forces, with faster commercialization of overall technology pathways [1] - The acceleration of AI applications in healthcare is evident, with OpenAI's launch of ChatGPT Health marking a significant penetration of general models into medical health scenarios [1] - The integration of internet healthcare and AI in China is gradually becoming a crucial direction in the AI era [1] Group 2 - The Guotai ETF (159377) tracks the Innovation Medicine Index (399275), which selects listed companies involved in biotechnology, genetic engineering, and new vaccine and drug development from the ChiNext market [1] - This index aims to reflect the overall performance of listed companies in the innovative biopharmaceutical sector [1]

消息面上，据媒体消息，第44届摩根大通医疗健康大会（JPM2026）于1月12日至15日在美国旧金山召 开，此次会议聚焦生物技术、生物制药、AI+医药等六大领域。作为全球生物医药行业的"春晚"，每年 1月举办的JPM大会是全球医药行业最重要的投资与交易窗口之一，可一睹全球医药生物产业发展的最 新动态。 中泰证券认为，多重因素推动下，医药板块中CRO、CDMO需求端呈逐步恢复态势，叠加过去三年供 给端持续出清，板块有望迎来盈利与估值同时提升的"戴维斯双击"。 中信建投证券表示，中国医药产业已迈入"创新兑现+全球布局"的关键阶段，人口与内需基数、全产业 链制造能力构成核心支撑，企业积极探索多元化的出海路径。展望2026年，可以重点关注创新商业化、 全球化突破、政策优化带来的新增量及行业并购整合的机遇。 （文章来源：21世纪经济报道） 1月16日，市场早盘高开回落，三大指数集体翻绿。 相关ETF方面，创新药ETF天弘（517380）截至午间收盘成交额超2200万元。 资金流向方面，截至1月15日，该ETF近10个交易日累计净流入额近3亿元。 创新药ETF天弘（517380）为全市场唯一一只跟踪恒生沪港深创新药精选5 ...

Group 1 - As of January 15, 2025, a total of 243 A-share listed companies have disclosed their performance forecasts, with 120 companies expecting positive results, indicating resilience in corporate operations and industry outlook [1] - Among the companies that disclosed their 2025 performance forecasts, 142 expect a year-on-year increase in net profit attributable to shareholders exceeding 100%, with notable increases from companies like Huisheng Biological, Zhongtai Co., and Baiwei Storage [3] - For instance, Zhongke Lanyun anticipates a net profit of 1.4 billion to 1.43 billion yuan for 2025, representing a year-on-year growth of 366.51% to 376.51%, while its revenue is expected to be between 1.83 billion and 1.85 billion yuan [3] Group 2 - Industries such as semiconductors, biomedicine, chemicals, machinery, and non-ferrous metals are showing significant performance recovery among listed companies [3] - For example, Chifeng Gold expects a net profit of 3 billion to 3.2 billion yuan for 2025, reflecting a year-on-year increase of 70% to 81%, driven by a 49% rise in gold product sales prices [3]

西北唯一——西高新企业数字怪兽参与制作《哪吒2》 2025年初，一个扎着冲天鬏、画着烟熏妆的"魔童"闯入全球影院，《哪吒之魔童闹海》以154.46亿元国内票房、全球159亿元的总收入，成为全球动画电 影票房冠军，并跻身全球影史票房榜第五位。 在这场中国动画的"科技协作"中，陕西本土力量首次站上关键舞台——西安高新区企业西安数字怪兽科技有限公司作为西北地区唯一参与《哪吒2》的特 效公司，主导了海底龙宫坍塌、陈塘关环境特效等标志性镜头，以工业级技术实力助力中国动画迈向国际赛道。 兰桂坊签约落户丝路科学城 转自：西安高新 文 | 于秋瑾 岁月为卷，奋斗作笔。回望2025年，西安高新区以产业硬实力为基、科创强动能为翼、文化新魅力为魂，在高质量发展的赛道上强势"出圈"，涌现出一大 批让人铭记的高光节点。这些创新的印记、奋进的力量，都已成为最珍贵的年度注脚，在高质量发展的轨迹上，镌刻下以新质为核、以科创为路的坚实足 迹。 让我们一同回望，那些定义了这一年奋进历程的"出圈"时刻。 2025年1月，西安高新区与香港兰桂坊集团举行签约仪式，双方就永安渠商旅文化街区永安格韵坊项目进行正式签约。 香港兰桂坊集团是亚洲最顶尖的娱乐、 ...

Core Insights - The establishment of the Shaanxi Provincial Quality Supervision and Inspection Research Institute's high-tech laboratory in the Qinhan Health Industry Park marks a significant step in creating a leading health industry innovation hub in Western China [1][2] - The collaboration between Qinhan New City and the Shaanxi Provincial Market Supervision Administration aims to enhance the quality support of the health industry chain and improve the competitiveness and safety levels of the health industry in Shaanxi Province [2] Group 1 - The high-tech laboratory's entry signifies a new phase in the cooperation between the Shaanxi Provincial Quality Supervision Institute and local authorities, focusing on building a national-level health product quality inspection center and various innovation platforms [1] - The upcoming relocation of additional laboratories from the Shaanxi Provincial Quality Supervision Institute will lead to the establishment of two national-level centers, which will provide comprehensive inspection, quality evaluation, and technical research services in cutting-edge fields such as biomedicine and high-end medical devices [1] Group 2 - The integration of provincial quality inspection resources in the Qinhan Health Industry Park is crucial for bridging the gap in result transformation and enhancing the overall health industry ecosystem [2] - The presence of the Shaanxi Provincial Quality Supervision Institute is expected to attract high-quality enterprises, accelerate talent aggregation, and support the integrated model of "construction, operation, and management" within the park [2] - The ongoing construction of key projects, including the National Emergency Medical Rescue Base and a flagship hospital for integrated Chinese and Western medicine, will further enhance the health industry chain in the region [2]

消息面上，药明合联和东曜药业两家ADC领域CDMO公司宣布，药明合联发出现金收购要约，以4港元/ 股价格控股收购东曜药业。据公告，相较东曜药业上一交易日收盘价2.01港元/股溢价约99%。该要约总 估值约31亿港元，要约最高代价约为27.9亿港元。 收购完成后，药明合联计划维持东曜药业上市地位，这也表明其战略意图并非私有化套利，而是战略性 控股整合，保留东曜药业作为独立运营实体，继续服务现有客户。 东曜药业-B(01875)再涨超11%，截至发稿，涨10.74%，报4.64港元，成交额2585.58万港元。 ...

Core Insights - The article emphasizes the importance of "Doudizhu" thinking in the context of private enterprises, highlighting their role as core players in wealth creation and social development [2][6]. Group 1: Collaborative Wisdom - The essence of "Doudizhu" thinking lies in collaborative alliances and mutual benefits, where individual strengths are combined to maximize impact, similar to how private enterprises form clusters for collective growth [3][4]. - Private enterprises often start as small businesses and can easily be affected by market fluctuations; however, through collaboration along the industrial chain, they can achieve multiplier effects [3][4]. Group 2: Adaptive Innovation - The core advantage of private enterprises is their inherent flexibility, allowing them to quickly adapt to market changes and consumer demands, which is crucial for maintaining competitiveness [4][5]. - Over 70% of technological innovations and 80% of new product developments in China are attributed to private enterprises, underscoring their role as key sources of innovation [4][5]. Group 3: Steady Progress - The growth trajectory of private enterprises follows a pattern of gradual advancement, emphasizing the importance of steady accumulation and avoiding reckless expansion [5][6]. - Many successful private enterprises focus on niche markets, dedicating years to mastering specific technologies or products, which ultimately leads to significant breakthroughs [5][6]. Group 4: Compliance Awareness - The development of private enterprises is supported by a legal framework that promotes fair competition and protects property rights, enabling a transition from "wild growth" to "regulated development" [6][7]. - The adherence to rules and regulations is crucial for maintaining order in the economic landscape, ensuring that the benefits of wealth creation are distributed more broadly [6][7]. Conclusion - The article concludes that private enterprises, through collaborative efforts, adaptive strategies, steady growth, and compliance with regulations, are essential for driving high-quality development and shaping the future of social progress [6].