Group 1 - The integration of technological innovation and industrial innovation is essential for optimizing resource allocation and accelerating the transformation of scientific achievements into new productive forces [1][2] - A seamless connection between the innovation chain and the industrial chain is necessary to overcome the challenges of "heavy R&D, light transformation" and to convert advanced technologies from patents and papers into market-recognized competitive advantages [1][2] - Enterprises play a crucial role in the industrial innovation process, needing to create synergies through upstream and downstream connections while being market demand-oriented [1][2] Group 2 - Strengthening the construction of the industrial technology innovation system and improving the full-chain transformation mechanism from basic research to industrialization is key to fostering new industries, business models, and expanding development space [2] - The focus on advanced manufacturing as a source of original, leading, and disruptive technologies is vital for building a modern industrial system and enhancing supply chain resilience and security [2] - Encouraging leading enterprises to integrate innovation resources and promoting collaboration among specialized and innovative enterprises is essential for forming a collaborative innovation ecosystem [2]

Group 1 - Over 60% of surveyed American companies plan to continue expanding their investments in Hong Kong, indicating sustained confidence in the market [1][3] - American companies view Hong Kong's financial regulatory system as relatively robust, providing necessary protections for investors and reducing investment risks [3] - Hong Kong serves as a crucial bridge between mainland China and international markets, offering unique geographical and policy advantages for American businesses [3] Group 2 - The Hong Kong government has successfully attracted over 80 key enterprises, with an expected investment of approximately 50 billion HKD, focusing on high-tech industries such as advanced manufacturing, renewable energy, AI, and fintech [3] - The government maintains a simple low tax regime and aims to establish a thriving innovation and technology ecosystem, supported by a 10 billion HKD innovation and technology fund [3] - Since the launch of the new capital investor entry scheme in March 2024, 1,257 applications have been received, projected to bring over 37 billion HKD in investments to Hong Kong [4]

Group 1 - Beijing plans to promote 119 key projects to private capital with a total investment of approximately 124.4 billion yuan, aiming to attract about 42.9 billion yuan from social capital [1] - Since 2018, Beijing has established a long-term mechanism for promoting key projects to private capital, which has become a key initiative for encouraging private investment [1] - The proposed projects cover various sectors, including 29 in technology innovation, 16 in advanced manufacturing with a total investment of about 5.3 billion yuan, and 7 in urban renewal with a total investment of about 3.3 billion yuan [1] Group 2 - The distribution of projects by region shows that Changping District has the highest number with 19 projects, followed by Shunyi District with 17 projects, and Shijingshan and Tongzhou Districts with 11 projects each [1] - The participation of social capital includes 90 equity investment projects with a total investment of about 106.8 billion yuan, 7 debt investment projects totaling about 6 billion yuan, 4 construction projects totaling about 0.9 billion yuan, and 13 cooperative operation projects totaling about 9.2 billion yuan [1] - The Beijing Development and Reform Commission aims to maintain the total investment for key projects promoted to private capital at no less than 200 billion yuan for the year, facilitating the cooperation between government and social capital [2]

Core Viewpoint - Hong Kong aims to increase the manufacturing sector's contribution to GDP from 1% in 2023 to 5% by 2032 through new industrialization initiatives and funding programs [3] Group 1: New Industrialization Funding Programs - The Hong Kong government has introduced a new industrialization funding program with a budget of HKD 10 billion to promote smart manufacturing and diversify the economy [1] - The new industrialization funding program offers a matching grant of 1:2 for companies investing at least HKD 200 million in establishing smart production facilities in strategic industries [1][2] - The maximum funding for each project under the new industrialization funding program is HKD 15 million or one-third of the total project cost, whichever is lower, with a cap of HKD 45 million for each company [2] Group 2: Recent Projects and Developments - The first project approved under the new industrial acceleration program involves a pharmaceutical company establishing a smart production line for sterile eye drops and oral medications, with a total budget of approximately HKD 600 million and expected funding of about HKD 200 million [2] - The second project involves the establishment of a medical superconducting cyclotron and radiopharmaceutical production line, with a total budget exceeding HKD 400 million and expected funding of around HKD 140 million [2] - The third project, submitted by Jeli Semiconductor (Hong Kong) Co., aims to establish a third-generation semiconductor silicon carbide wafer production facility, with a total budget exceeding HKD 700 million and expected funding of HKD 200 million [2] Group 3: Long-term Goals and Challenges - The short-term goals of the new industrialization plan include the production of various smart production lines, the transformation of research results, and the establishment of a talent pool [3] - The mid-term goals focus on developing emerging industries such as new energy and life sciences, contributing to the manufacturing sector's GDP [3] - Long-term goals aim for basic achievement of new industrialization by 2035, aligning industries with smart, high-end, and green standards, despite challenges such as limited land resources and high labor costs [3]

Group 1 - The recent tensions in the Middle East have led to a temporary impact on A-share market sentiment, but the market has rebounded, with the Shanghai Composite Index reaching a new high in nearly a month [1] - The market is expected to maintain a slow upward trend as it approaches the policy window period at the end of June, with potential for new policies aimed at stabilizing employment and promoting high-quality development [1] - Popular sectors such as banking and innovative pharmaceuticals may experience short-term fluctuations due to accumulated gains, while TMT and technology growth sectors are anticipated to see a rebound after sufficient adjustments [1] Group 2 - The outlook for July suggests a theme-driven market with high-low sector rotation, as popular sectors like innovative pharmaceuticals and banking have shown signs of correction, while TMT and advanced manufacturing sectors are beginning to rebound [2] - Key focus areas for 2025 include expanding domestic demand and consumption, with expectations for policies to support sectors like dairy products, IP consumption, leisure tourism, and medical aesthetics [2] - The trend towards domestic production of robotics is expected to continue, with opportunities arising in sensors, controllers, and functional robots [2] - The semiconductor industry is projected to see continued domestic growth, with attention on semiconductor equipment, wafer manufacturing, materials, and IC design [2] - The military industry is anticipated to experience a rebound in orders by 2025, with signs of recovery already visible in various sub-sectors [2] - The innovative pharmaceutical sector is expected to reach a turning point in fundamentals by 2025, following a period of adjustment [2] - The AI sector is poised for new catalysts, with significant updates expected from companies like MiniMax, indicating a resurgence in AI-related investments [2] Group 3 - The A-share market has ended a month-long period of consolidation, with the Shanghai Composite Index reaching a new high, supported by a broad-based rally among individual stocks [3] - The market saw a significant increase in the number of rising stocks, with over 4,700 stocks gaining, while only a few sectors like oil and coal experienced declines due to falling international oil prices [3] - Leading sectors included electric power equipment, non-bank financials, retail, automotive, and machinery [3]

昨天（6月24日），"技能照亮前程"暑期技能大培训启动，相关推进会举行。苏州抢抓暑期时间， 按照"产业发展需要什么就培训什么"导向，整合资源，聚焦重点人群，实施十大培训专项计划，大规模 开展职业技能培训，支持引导更多劳动者实现技能成才、技能就业、技能增收，促进劳动者高质量充分 就业，加快构建就业友好型城市。 推进会上，苏州承接开发的今年省级技能人才评价技术资源发布，"技能大师、技能冠军进校园"活 动启动，全市行业协会培训大联盟成立，苏州市高技能人才公共实训基地、市乡村培训中心获授牌。现 场，在苏高校、职业院校与企业开展社会化培训签约和产教融合校企合作签约。 会上，省常熟中等专业学校与小米集团进行社会化培训签约。该校校长徐丽娟说，学校联合小米集 团产教融合基地，挖掘企业在人工智能、工业视觉等方面的优势，结合自身硬件、师资、场地等资源， 帮助学员系统掌握人工智能场景应用开发技能。这种产学研深度融合的人才培养模式，有助于为学生提 供更多就业机会，为企业输送更多人才。 本次暑期技能大培训，苏州统筹调动人社、教育、商务、应急、住建、工会、妇联等20多个部门， 构建政府主导、企业主体、校企贯通、多方参与的职业技能培训新格 ...

尽管商业大臣乔纳森·雷诺兹尚未明确表示新工业战略将包括具体的降能耗路线图，但他称这是"政府高 度关注的重点领域"。此外，英国工业联合会（CBI）负责人也指出，某些净零政策（如电网扩建、可 再生能源迅速部署）推高了电价。 HTFX外汇认为，若未来核电项目如耗资142亿英镑的Sizewell C项目顺利推进，长期将有助于缓解能源 成本压力，增强制造业信心，并提升英国在国际能源竞争中的韧性与优势。 HTFX外汇表示，英国工业过去四年因能源成本飙升已额外承担290亿英镑负担。英国工业用电价格在 七国集团（G7）中居首，且比国际能源署（IEA）成员国平均水平高出46%。英国企业的天然气成本也 在近年翻倍，电力成本上升60%，是美国的四倍，高于加拿大和法国。 钢铁行业尤为受创，自2021年起，平均钢厂的能源账单上涨了80%。IEA数据显示，英国企业用电单价 达每兆瓦时258英镑，而法国和德国分别为178和177英镑。 HTFX外汇表示，英国政府计划大幅削减本国制造业的工业能源费用，以提升其在国际市场上的竞争 力，特别是相较于主要的欧洲对手。据报道，政府将于下周一公布一项数十亿英镑规模的财政支持计 划，涵盖对高能耗行业的税 ...

Core Viewpoint - The UK government has announced a ten-year industrial development strategy aimed at supporting key industries such as advanced manufacturing and clean energy through reduced energy costs and optimized energy infrastructure [1] Group 1: Energy Cost Reforms - The UK will implement an "Industrial Competitiveness Plan" starting in 2027, which aims to reduce electricity costs for approximately 7,000 high-energy-consuming companies by up to 25% [1] - There will be significant increases in the reduction of grid access fees for energy-intensive industries such as steel, ceramics, glass, and aluminum [1] - By the end of 2025, the UK plans to establish "Accelerated Grid Access Services" to coordinate efforts and ensure rapid grid connection for key projects [1]

(活力中国调研行)广东科技上市军团领跑全国 中新网广州6月23日电(记者 郭军 程景伟)2025年"活力中国调研行"广东主题采访情况介绍会23日在广州 举行。据广东省委金融办二级巡视员刘凯文介绍，截至今年一季度，广东高技术制造业、先进制造业中 长期贷款余额分别为1.3万亿元、1.6万亿元；科技保险保额1.43万亿元，同比增长63.9%；科创板、创业 板上市公司408家，首发募集资金累计3312亿元，稳居全国第一。 近年来，广东金融系统通过实施金融"三大工程"(金融固本强基工程、科技金融矩阵工程、金融生态常 青工程)，坚持引导金融要素服务科技"四个面向"，推动广东形成"科技—产业—金融"良性循环，为广 东加快建设现代化产业体系注入金融动能，全力支撑科技创新引领新质生产力发展。 刘凯文表示，近两年，广东系统化完善金融支持科技创新政策，先后以省政府名义出台发展科技金融的 《关于加快推进科技金融深度融合助力科技型企业创新发展的实施意见》(科金15条)和《关于高质量发 展资本市场助力广东现代化建设的若干措施》。其中，《若干措施》出台7大方面28条举措，提出构建 和科技创新相适应的科技金融体系，加速培育新质生产力。 目前 ...

加快推动科技创新引领新质生产力发展，科技"繁花"结出产业"硕果"。实施科技成果产业化行动计 划。"十四五"以来累计支持重大科技成果转化项目100个，兑现省级政策资金5.06亿元，截至2024年 底，结题项目累计实现新增销售收入94.29亿元，新增利税16.98亿元，项目财政资金投入与新增销售收 入比达到1：64，获得融资4.99亿元。建设黑龙江省科技成果与企业需求AI对接平台，为重点产业精准 匹配科研团队，全省实现转化重大科技成果1434项，新增经济收益242.66亿元。 "十四五"期间，黑龙江省坚持以科技创新引领产业全面振兴，锻造新质生产力，多项技术成果助力载人 航天、月壤采样、火星探测、北斗导航、万米海试等国家战略任务，古龙页岩油气勘探开发技术助力大 庆油田实现日产油气当量超千吨，中国一重（601106）加氢反应器刷新世界纪录，各项突破性技术成果 有力支撑科技强国建设和龙江高质量发展。 黑龙江省强化科技工作统一领导，组建由省委省政府主要领导共同担任主任的省委科技委员会。制定实 施科技创新体系建设方案、创新龙江建设意见、创新发展60条、打造发展新质生产力实践地的意见和行 动方案等政策措施，持续优化科技政策供 ...