央企在战略性新兴产业累计投资超10万亿元 □新华社记者 王 希 高 亢 王悦阳 1月28日举行的国新办发布会上，国务院国资委介绍国资央企运行情况，一组数据引人关注："十四 五"以来，中央企业在战略性新兴产业累计投资超过10万亿元，占总投资比重从"十四五"初期的22%提 升至40%以上。 产业是发展的根基。10万亿元巨量投资，是中央企业努力推动产业体系向高附加值、高技术含量方向跃 迁的一个缩影。 近年来，国资央企牢牢把握新一轮科技革命和产业变革历史机遇，坚持传统产业转型和新兴产业发展并 举，大力推进战略性、专业化重组和高质量并购，积极有序开展国际化经营，国有经济向新质生产力布 局明显提速。 一方面，突出"以新求进"，布局新兴产业。 2025年，中央企业完成战略性新兴产业投资2.5万亿元、占总投资的41.8%；中央企业战略性新兴产业发 展专项基金正式发布，首期募资510亿元，有效撬动社会资本共同"投早、投小、投长期、投硬科 技"…… （来源：河北日报） 转自：河北日报 国新办发布会介绍"十四五"以来国资央企运行情况 据他介绍，国务院国资委正在研究起草关于推动中央企业培育新兴支柱产业的工作文件，引导中央企业 实现从 ...

Group 1 - The core investment of over 10 trillion yuan by central enterprises since the "14th Five-Year Plan" reflects their commitment to transitioning the industrial system towards high value-added and high-tech sectors, with the proportion of strategic emerging industries in total investment rising from 22% to over 40% [1] - By 2025, central enterprises are expected to invest 2.5 trillion yuan in strategic emerging industries, accounting for 41.8% of total investment, with a revenue scale exceeding 12 trillion yuan, achieving a consistent annual growth of 1 trillion yuan [2] - The focus on developing emerging industries is seen as a key strategic initiative, with plans for a new work document to guide central enterprises in cultivating new pillar industries and optimizing the overall layout of state-owned economy [2] Group 2 - Central enterprises are leading the upgrade of traditional industries, with initiatives including the establishment of 70 excellent smart factories and the promotion of AI applications across key sectors such as energy and manufacturing [3] - Enhancing the resilience of industrial and supply chains is a primary focus, with actions taken to ensure the safety of critical industries related to national security and public welfare [4] - The State-owned Assets Supervision and Administration Commission (SASAC) aims to create competitive industrial clusters in emerging fields such as renewable energy, aerospace, and quantum technology, emphasizing a strategy of concentration in investment and structural optimization [6]

Core Viewpoint - Huajian Medical (01931) has seen a stock increase of over 11%, currently at 1.78 HKD, with a trading volume of 20.59 million HKD, following the announcement of a dual-platform testing solution for Nipah virus developed by its subsidiary, Shenzhen Carbonhua Biotechnology Co., Ltd [1] Group 1 - The dual-platform testing solution includes a smart fluorescence PCR rapid detection platform and a high-throughput sequencing and intelligent analysis platform, providing comprehensive technical support from rapid screening to precise tracing [1] - The successful development of the Nipah virus testing capability reflects the technological strength of Carbonhua Biotechnology and is a significant part of Huajian Medical's overall AI medical strategy [1] - The company is accelerating the construction of a next-generation public health prevention and control paradigm, integrating "AI early warning + rapid diagnosis + ecological collaboration," as it progresses with the acquisition of Chuangye Huikang Technology Co., Ltd (stock code: 300451.SZ) [1]

Group 1 - The article discusses the significant reversal in global technology flow, highlighting how China has transitioned from being a market for Western companies to becoming a leader in various technology sectors such as electric vehicles, batteries, and drones [1] - Western companies have historically benefited from China's large market and cheap labor, but now they are increasingly collaborating with Chinese firms to access advanced technologies and platforms [1] - In the electric vehicle and battery sectors, China has emerged as a global leader, with companies like Ford and Volkswagen partnering with Chinese firms to leverage their technological advancements [1] Group 2 - The trend of Western companies seeking Chinese technology is not limited to the automotive industry; it extends to biotechnology, robotics, and artificial intelligence, with significant investments being made to acquire Chinese intellectual property [2] - Meta's acquisition of the AI startup Manus for over $2 billion exemplifies the growing interest of U.S. tech companies in Chinese innovations, as they aim to gain competitive advantages in the AI race [2] - China's rise in technology is attributed to a systematic approach to planning and long-term vision, which has provided structural advantages that many Western countries lack [3]

为打造更具活力的科技企业生态，香港特区政府决心吸引全球顶尖前沿科技企业落户香港。陈茂波指 出，引进重点企业办公室已成功吸引超100家企业，预计投资总额超600亿港元。这些企业将带来其价值 链合作伙伴，进一步强化并丰富香港的创新生态，助力其更好融入全球产业发展。 北部都会区被陈茂波视为香港发展的关键一步。他指出，香港特区政府将加快北部都会区的发展进程， 欢迎科技及产业企业入驻，并准备提供包括土地、税收优惠及其他便利措施在内的激励方案，所有条件 均可协商。 1月27日，香港财政司司长陈茂波在亚洲金融峰会上表示，创新科技将是香港经济增长的核心驱动力。 他强调，香港不仅是连接资本、项目与人才的平台，更致力于成为全球企业的战略合作伙伴，助力大家 发展壮大、走向全球。 陈茂波指出，为实现这一目标，香港特区政府将加快北部都会区的发展，并为入驻的科技及产业企业准 备了激励方案，包括土地、税收优惠等，具体条件均可协商。 陈茂波透露，过去数年香港特区政府已投入超2000亿港元推动创新科技发展，并制定了涵盖研发支持、 基础设施建设、初创企业培育、人才吸引等全链条的综合战略。在重点领域方面，香港特区政府明确了 人工智能与数据科学、生 ...

中青报·中青网记者 王一迪 王烨捷 在华东理工大学鲁华生物技术研究所的实验室里，魏东芝教授团队成员丁永合已经记不清这是第几次守 在发酵罐前采集菌株参数了。参与"角鲨烯"合成项目的3年间，他经历了太多"意外"——菌株生长缓 慢、产量波动、发酵周期长……"做实验就是这样，菌株绝不会按照你的预期和'参数'生长。"丁永合 说，在大多数情况下，"无常"才是正常。需要不断试错，慢慢摸索菌株的"脾气"。 这样的状况正是生物制造实验室里的常态。然而，正是通过这种反复摸索和调整，魏东芝团队最终 将"角鲨烯"的发酵周期从最初的10天逐步缩短到7天，再到5天。"这不是一蹴而就的突破，而是通过无 数次的失败和调整，慢慢积累的进步。"丁永合说。 近日，魏东芝教授领衔的"多酶协同催化体系及生物基产品绿色制造技术创新与产业化"项目获得2025年 度中国石油和化学工业联合会科技进步特等奖。"角鲨烯"合成就是这项技术创新的代表之一。这份荣誉 背后，是一段关于20年坚持与创新的旅程。 魏东芝 （右一）和团队成员进行实验研讨。中青报·中青网记者王一迪/摄 然而，这条创新之路并非一帆风顺。丁永合回忆道，最初菌株发酵周期长达10天，且产量极不稳 定。 ...

Market Movements - US stock index futures are all down ahead of the market opening, with Dow futures down 0.00%, S&P 500 futures down 0.07%, and Nasdaq futures down 0.18% [1] - European indices show mixed results, with Germany's DAX up 0.10%, UK's FTSE 100 up 0.17%, France's CAC40 down 0.21%, and the Euro Stoxx 50 down 0.08% [2][3] - WTI crude oil is up 0.07% at $61.11 per barrel, while Brent crude oil is up 0.12% at $65.15 per barrel [3][4] Earnings Reports - Major tech companies including Microsoft, Meta Platforms, and Tesla are set to release earnings reports this week, with Apple following shortly after [5] - The earnings season will test the resilience of large-cap tech stocks as investors shift focus to cyclical stocks, small-cap stocks, and international markets [5] - In the semiconductor industry, South Korean giants SK Hynix and Samsung Electronics will also report earnings this week, with analysts becoming increasingly positive on the fundamentals and stock outlook for core companies in the storage chip sector [5] Federal Reserve Insights - The Federal Reserve is under pressure to maintain its independence, with no signs of compromise as it prepares for a key meeting this week [6] - The upcoming FOMC meeting is expected to avoid initiating an accelerated easing cycle, with focus on how Chairman Powell will address future policy paths and political pressures [6] - Morgan Stanley anticipates minor adjustments in the Fed's policy statement, including an upgrade in economic growth description from "moderate" to "robust" [7] Gold Market - Gold prices have surged, nearing $5,100 per ounce, driven by geopolitical risks and currency depreciation [8] - The recent rise in gold prices is attributed to a weakening US dollar and investor behavior shifting away from sovereign bonds [8] Corporate News - The Trump administration plans to invest $1.6 billion in USA Rare Earth for a 10% stake, marking the largest single investment by the US government in the rare earth sector [10] - Merck has halted negotiations to acquire Revolution Medicines due to price disagreements, which could have valued the deal at around $30 billion [11] - Citigroup is expected to announce further layoffs in March, potentially affecting MD and senior-level employees, following a recent round of layoffs [12] Acquisition Activity - IonQ has agreed to acquire SkyWater Technology for approximately $1.8 billion, aligning with efforts to bolster US semiconductor manufacturing [13]

盘前市场动向 市场消息 多家科技巨头财报本周亮剑：AI万亿豪赌迎生死大考。微软、Meta Platforms和特斯拉将于周三公布财报，苹果紧随其后于周 四公布。随着大型科技公司准备在未来几周陆续公布季度财报，AI交易正走向一个关键节点。"美股七巨头"此前被视为市场中 毫无争议的赢家，但这一叙事在今年以来已明显动摇，投资者开始追逐周期股、小盘股以及国际市场的动量。本轮财报季将考 验这些超大市值科技股的韧性，尤其是在市场从少数赢家向更广泛标的扩散的背景下。此外，在存储芯片行业已进入"超级周 期"之际，韩国两大存储芯片巨头——SK海力士和三星电子——本周将公布财报。华尔街分析师们对存储芯片/存储产品相关核 心公司的基本面与股价前景正在变得愈发积极。 鲍威尔能否"硬刚"到底?市场已经押注美联储"不屈服"。今年以来，关于美联储独立性的博弈已升级多个层级，但这家全球最 重要的央行几乎没有妥协的迹象——如今它还获得了最高法院与资深政客的支持。这种支持是否让美联储有底气强硬抵制"加 速降息"的压力，将成为本周的核心考验。本周的联邦公开市场委员会(FOMC)会议几乎肯定不会开启加速宽松周期。但鲍威尔 如何规划未来的政策路径、如 ...

Group 1 - The core viewpoint of the article highlights that 23 group standards in areas such as photovoltaic modules and fine ceramics have been recognized as international standard proposals, reflecting China's commitment to high-quality development in standardization [1] - The State Administration for Market Regulation is actively promoting the transformation of advanced group standards into international standards, achieving positive progress in this initiative [1] - Various social organizations, including the China Photovoltaic Industry Association and the Zhongguancun Materials Testing Technology Alliance, are collaborating with leading enterprises, research institutions, and universities to leverage China's technological advantages in relevant fields [1] Group 2 - The article mentions that the 23 group standards cover advanced fields such as photovoltaic modules, fine ceramics, and biotechnology, which have been recognized by the International Organization for Standardization and the International Electrotechnical Commission [1] - The State Administration for Market Regulation plans to encourage the formulation of group standards based on innovative technologies in emerging industries like new energy, new materials, aerospace, and low-altitude economy, contributing to the international standardization efforts [1]

| RVMD Revolution Medicines | | | | --- | --- | --- | | 117.630 ↓ -1.180 -0.99% | | 收盘价 01/23 16:00 美东 | | 90.580 ↓ -27.050 -23.00% | | 盘前价 01/26 04:08 美东 | | 三 四 四 图 图 图 中 白选 | | ● 快捷交易 | | 最高价 120.630 | 开盘价 118.400 | 成交量 252.24万 | | 最低价 117.590 | 昨收价 118.810 | 成交额 3亿 | | 平均价 118.797 | 市盈率ITM 亏损 | 总市值 227.4亿(…) | | 振 幅 2.56% | 市盈率(静) 亏损 | 总股本 1.93亿 | | 换手率 1.45% | 市净率 14.240 | 流通值 204.63亿 | | 52周最高 124.490 | 委 比 -99.56% | 流通股 1.74亿 | | 52周最低 29.170 | 量 比 0.63 | 包 主 1股 | | 历史最高 124.490 | 股息TIM -- | | | 历史最低 ...