黄坤明、吴政隆参加调研。 《光明日报》（2026年01月06日 03版） 新华社广州1月5日电（记者邹伟）中共中央政治局常委、国务院总理李强1月3日至5日在广东调研。他 强调，迈入新的一年，要深入贯彻习近平总书记在中央经济工作会议上的重要讲话精神，紧紧围绕推动 高质量发展这个主题，牢记在全国发展大局中的使命，厚植创新发展优势，勇立改革开放潮头，只争朝 夕做好经济社会发展各项工作，奋力实现"十五五"良好开局。 在深圳市，李强听取深港科技创新合作区规划发展等情况汇报，了解园区企业运用人工智能赋能新材 料、生物医药等领域研发进展，察看比亚迪公司新能源汽车展示。李强指出，科技创新是赢得未来的关 键所在。要强化企业创新主体地位，完善政策、资金、人才等支持，依托粤港澳大湾区优势集聚创新资 源，瞄准新兴领域和关键核心技术加强研发合作，取得更多突破性成果。李强来到深圳蛇口邮轮母港直 升机场和机器人谷，了解低空经济发展情况，观看机器人企业产品演示，细致询问企业技术转化应用、 产业集群发展等方面情况。李强指出，科技的生命在于应用，要进一步完善产业生态，培育拓展应用场 景，探索有效的经营模式，推动机器人、无人机等新技术新产品在扩大 ...

在深圳市，李强听取深港科技创新合作区规划发展等情况汇报，了解园区企业运用人工智能赋能新材 料、生物医药等领域研发进展，察看比亚迪公司新能源汽车展示。李强指出，科技创新是赢得未来的关 键所在。要强化企业创新主体地位，完善政策、资金、人才等支持，依托粤港澳大湾区优势集聚创新资 源，瞄准新兴领域和关键核心技术加强研发合作，取得更多突破性成果。李强来到深圳蛇口邮轮母港直 升机场和机器人谷，了解低空经济发展情况，观看机器人企业产品演示，细致询问企业技术转化应用、 产业集群发展等方面情况。李强指出，科技的生命在于应用，要进一步完善产业生态，培育拓展应用场 景，探索有效的经营模式，推动机器人、无人机等新技术新产品在扩大应用中加快迭代升级，更好赋能 千行百业、造福千家万户。 据新华社电 中共中央政治局常委、国务院总理李强1月3日至5日在广东调研。他强调，迈入新的一年，要深入贯彻 习近平总书记在中央经济工作会议上的重要讲话精神，紧紧围绕推动高质量发展这个主题，牢记在全国 发展大局中的使命，厚植创新发展优势，勇立改革开放潮头，只争朝夕做好经济社会发展各项工作，奋 力实现"十五五"良好开局。 黄坤明、吴政隆参加调研。 （文章来源： ...

Group 1 - Beijing's core AI industry is expected to reach a scale of 450 billion yuan by 2025, with over 2,500 companies, accounting for about half of the national total [1] - The "Beijing AI Innovation High Ground Construction Action Plan" aims to achieve a trillion yuan core industry scale within two years, establishing Beijing as a global AI innovation hub [1] - Beijing ranks second globally in terms of AI innovation cities, with 148 influential AI scholars, representing over 40% of the national total [2][3] Group 2 - The first four AI innovation districts have been launched in Beijing, focusing on a "one core, multiple points" layout centered in Haidian [3] - The core AI industry in Beijing is projected to grow from nearly 350 billion yuan in 2024 to approximately 450 billion yuan in 2025, indicating strong growth momentum [3] - Other cities like Shanghai, Shenzhen, and Hangzhou are also competing to become leading AI cities, each with unique strengths in the AI sector [3] Group 3 - The action plan for 2024-2025 emphasizes building an AI-native city and enhancing Beijing's global influence in AI innovation and application [2] - The plan includes various initiatives such as technology innovation, data aggregation, and safety governance to support the AI industry's growth [1]

本报记者 王镜茹 近期，A股上市公司开始陆续披露2025年业绩预告。 新能源汽车与储能市场持续扩容，为上游材料厂商提供了广阔市场空间。广州天赐高新材料股份有限公司预计2025年归属 于上市公司股东的净利润为11亿元至16亿元，同比增长127.31%至230.63%。公告显示，公司业绩增长主要得益于新能源汽车与 储能市场需求快速增长，带动公司锂离子电池材料销量同比大幅增长，同时受益于核心原材料产能爬坡与生产环节的成本管 控，公司整体盈利能力提升。 在光通信领域，技术升级红利正加速释放。珠海光库科技股份有限公司预计2025年归属于上市公司股东的净利润为1.69亿 元至1.82亿元，同比增长152.00%至172.00%。该公司相关负责人此前在接受机构调研时表示，公司多款高功率光纤激光器件、 光通信器件代表了行业较高水平。 得益于渠道下沉与加盟模式的规模化落地，孩子王儿童用品股份有限公司预计2025年实现归属于上市公司股东的净利润为 2.75亿元至3.30亿元，同比增长51.72%至82.06%。 此外，在生物医药领域，百奥赛图（北京）医药科技股份有限公司预计2025年归属于母公司股东的净利润为1.35亿元，同 比 ...

调研中，李强与部分科技企业、深圳市政府有关部门负责人座谈交流。他强调，今年是"十五五"开局之 年，希望广大企业抢抓机遇、锐意创新，努力实现更大发展，为经济稳中向好注入强劲动能。各级政府 部门要加强协调配合，形成工作合力，各项工作能早则早抓紧抓实。要深化重点领域改革，提升服务效 能，优化营商环境，不断激发经济发展内生动力。 转自：北京日报客户端 新华社广州1月5日电 中共中央政治局常委、国务院总理李强1月3日至5日在广东调研。他强调，迈入新 的一年，要深入贯彻习近平总书记在中央经济工作会议上的重要讲话精神，紧紧围绕推动高质量发展这 个主题，牢记在全国发展大局中的使命，厚植创新发展优势，勇立改革开放潮头，只争朝夕做好经济社 会发展各项工作，奋力实现"十五五"良好开局。 在深圳市，李强听取深港科技创新合作区规划发展等情况汇报，了解园区企业运用人工智能赋能新材 料、生物医药等领域研发进展，察看比亚迪公司新能源汽车展示。李强指出，科技创新是赢得未来的关 键所在。要强化企业创新主体地位，完善政策、资金、人才等支持，依托粤港澳大湾区优势集聚创新资 源，瞄准新兴领域和关键核心技术加强研发合作，取得更多突破性成果。李强来到深圳 ...

翻开高盛的分析框架，"政策支持"四个字反复出现。在基础设施投资方面，国家发改委已明确2024年将推动"十四五"规划重大工程实施；在产业政策上，中 央经济工作会议特别强调发展数字经济、人工智能等战略性新兴产业。更值得关注的是消费刺激政策——延长假期、落实带薪休假等制度设计，瞄准的正是 中等收入群体巨大的服务消费潜力。这些政策组合拳，正在为经济注入确定性增长动能。 当全球投资者都在寻找下一个增长引擎时，国际投行高盛的一份报告激起千层浪——建议高配中国股票，并预言2026年起中国股市将实现每年15%-20%的涨 幅。这究竟是华尔街的又一次唱多，还是确有真金白银的逻辑支撑？让我们揭开这份重磅报告背后的投资密码。 出口韧性构筑第一道防线 高盛报告中最关键的判断，在于指出中国出口将保持"结构性上行空间"。在全球产业链重构的背景下，中国制造业正在完成从"世界工厂"到"高端制造中 心"的蜕变。数据显示，2023年中国新能源汽车、锂电池、光伏产品"新三样"出口增长近30%，这种产业链升级带来的价值提升，正在改写中国出口的内 涵。正如报告所言，经常账户稳健态势有望延续，这为资本市场提供了最基本的安全垫。 政策工具箱里的增长动能 ...

写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 一顿操作猛如虎，基金净值已更新，谁是基金中的王者，谁又垫底，请看数据： 5日开放式基金净值增长排名后10的基金分别是：华宝海外新能源汽车股票发起式(QDII)A、华宝海外新能源汽车股票发起式(QDII)C、摩根中国世纪混合 (QDII)人民币、天弘全球高端制造混合(QDII)C、天弘全球高端制造混合(QDII)A、创金合信全球医药生物股票发起(QDII)C、创金合信全球医药生物股票发 起(QDII)A、景顺长城全球半导体芯片股票A(QDII-LOF)(人民币)、景顺长城全球半导体芯片股票C(QDII-LOF)(人民币)、嘉实全球产业升级股票发起式 (QDII)C。 | 基金简称 PK | | | 最新净体系 引导 2018 000 | | | --- | --- | --- | --- | --- | | 1 | 华银健康生 ... 置 | 1.2860 | 11.83% | | | | 001056 | 2026-1-5 | | | | 2 | 中银健康生 . ...

| 美股指数 LA | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 49004.97 | 23436.38 | 6905.41 | | +622.58 +1.29% | +200.75 +0.86% | +46.94 +0.68% | | 中国余龙 | 纳指100期货 | 标普500期货 | | 7760.82 | 25633.25 | 6943.50 | | -98.83 -1.26% +248.00 +0.98% +43.00 +0.62% | | | 科技股普涨，美股科技七巨头涨近1%，特斯拉涨近4%，亚马逊涨超2%。台积电涨逾1%，盘中一度大涨3%再创历史新高，总市值达1.7万亿美元。消息面 上，高盛上调台积电目标价35%。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | 特斯拉(TESLA) | 454.550 | 3.76% | | 亚马逊(AMAZON) | 232.400 | 2.60% | | 脸书(META PLATFORMS) | 662.250 | 1.82% | | 谷歌(ALPHABET)-C | ...

Core Viewpoint - The Chinese automotive industry in 2025 is experiencing a significant shift from a "price war" to a "value war," driven by policy guidance and market introspection, with a focus on "value return" as the main theme of the year [1][2]. Industry Overview - The automotive industry is gradually moving towards a healthier development track, reflecting on intense competition and emphasizing quality over quantity [2]. - A series of high-level policy measures have been implemented since 2025 to regulate competition in the new energy vehicle sector, pushing companies to shift from price competition to quality, technology, and management [2][3]. Company Performance - Lantu Automotive has achieved a significant increase in both quality and quantity, becoming the first central state-owned high-end new energy brand to reach a production and sales scale of 300,000 vehicles [1][4]. - The company has maintained a continuous growth in delivery volume for 10 consecutive months, with a record monthly delivery of over 20,000 vehicles in November 2025 [4]. Technological Advancements - Lantu has developed its own Lanhai intelligent hybrid technology, achieving a pure electric range of over 350 km and a rapid charging capability [4][5]. - The company has established a comprehensive technology system covering the entire value chain, enabling differentiated and personalized products [5]. Product Strategy - Lantu's product lineup includes three flagship models and two additional models, with the Lantu Dreamer leading the high-end MPV market [4]. - The company has successfully launched new models that have quickly gained popularity, positioning them among the top in their respective segments [4]. Future Outlook - The keyword for the automotive industry in 2026 is expected to be "technological leap," with the introduction of L3 conditional autonomous driving vehicles marking a new phase of technological competition [7]. - Lantu plans to leverage its comprehensive product matrix to achieve further brand breakthroughs and scale in the high-end market, supported by favorable policies aimed at boosting consumption [8].

Core Viewpoint - Xiaomi's YU7 vehicle incorporates a safety design strategy known as "wheel detachment for vehicle protection," which aims to enhance passenger safety during collisions by allowing the wheels to detach from the vehicle in certain scenarios [3][5][7]. Group 1: Vehicle Safety Features - The YU7 underwent a 25% small offset collision test at a speed of 64 km/h, demonstrating that the A-pillar remained undamaged and the passenger compartment was intact, with airbags deploying correctly [3]. - In response to public concerns about the wheel detachment during the test, Xiaomi clarified that this design is intentional to prevent wheel intrusion into the passenger cabin, thereby reducing potential injuries [5][7]. - The vehicle's safety structure includes components such as a subframe, upper beam, and aluminum tower top, which work together to minimize impact on the passenger compartment during collisions [5]. Group 2: Historical Context of Safety Design - The concept of "wheel detachment for vehicle protection" was first introduced by Mercedes-Benz in 1959 with the W111 series, which featured a design that allowed the front suspension and wheels to detach during severe frontal collisions [9]. - Other automotive brands, including Volvo, BMW, and Audi, have since adopted and refined similar safety strategies, with Volvo being particularly noted for its advancements in this area [9]. - Despite its long-standing presence in the automotive industry, the concept of wheel detachment remains largely unknown to the general public, highlighting a gap in consumer awareness that Xiaomi aims to bridge [11].