近期，欧洲议会通过了欧盟2026年度预算案。在世界百年变局加速演进，大国博弈纵深发展，自身竞争 力日益滑落的背景下，欧盟这份总额度达1928亿欧元的年度预算将支撑着防务构建、科技研发、基础设 施建设、环境和公共健康五大领域。考虑到欧盟当前面临的严峻地缘政治现实和艰巨的"提振竞争力"目 标，如何在未来一年中"把钱花在刀刃上"，不仅是一道棘手的"经济题"，更是一份难解的"政治考卷"。 为避免欧盟在全球范围内的竞争力一再滑落，欧盟委员会在此前制定2026年度预算草案伊始，就将提振 科技竞争力、促进跨境基础设施建设和增加就业机会作为优先考量。同时，面对乌克兰危机延宕难休、 跨大西洋共同安全基石不稳等不确定性，欧盟委员会力主要求提升防务支出，促进欧洲共同防务建设并 提升欧洲军队机动性。 （文章来源：经济日报） 从这份预算案列出的优先事项中，不难看出欧盟面临的难题。 首先，欧洲已逐渐远离全球科技制高点。欧盟意识到，如今世界和自身都在快速发生巨变，欧洲虽孕育 了现代资本主义和工业革命，但在经历了过去10余年来自内外因素的"折腾"后，曾经的"工业摇篮"恐将 沦为"科技看客"。 其次，防务亟待自主但说易行难。在经历了二战结束以 ...

Group 1 - Jiangsu's economic total accounts for over 40% of the Yangtze River Delta region and 22% of the Yangtze River Economic Belt's 11 provinces and cities [1] - The province has established 44 national key laboratories and implemented 28 joint fund projects for basic research in the Yangtze River Delta [1] - Jiangsu has made significant progress in infrastructure, including the construction of a "cross" high-speed rail corridor and a comprehensive highway network [1] Group 2 - All 13 prefecture-level cities in Jiangsu have entered the national top 100, with five cities exceeding a GDP of 1 trillion yuan [2] - The Yangtze River Delta urban agglomeration's GDP reached 10.51 trillion yuan, accounting for 76.7% of the province's total [2] - The coastal economic belt contributes 18.1% to the province's economic growth, with 270 marine high-tech enterprises and 786 specialized small and medium-sized enterprises [2] Group 3 - Jiangsu has strengthened cooperation with major national strategies, enhancing resource sharing in innovation, industry, and talent [3] - The province has 55 companies listed on the Beijing Stock Exchange, ranking first in the country, and 136 companies listed on the Hong Kong Stock Exchange [3] - During the "14th Five-Year Plan" period, Jiangsu allocated over 34 billion yuan for aid and implemented nearly 9,000 support projects [3]

Group 1 - The article highlights a series of retaliatory actions taken by China in response to U.S. military sales to Taiwan, including the cancellation of a 132,000-ton wheat order and the sale of $11.8 billion in U.S. Treasury bonds, signaling a shift in the dynamics of U.S.-China relations [1][8][11] - The smuggling case involving 166 tons of antimony ingots is emphasized as a significant national security threat, given that antimony is a critical material for military applications, with China controlling a substantial portion of global supply [3][4][5] - The U.S. military sales to Taiwan, amounting to $11.1 billion, represent the highest level of arms sales since 1979, indicating a strategic shift towards land warfare capabilities, which China perceives as a direct threat [5][6][8] Group 2 - The cancellation of the wheat order is described as a precise strike against U.S. agricultural interests, which heavily rely on Chinese imports, highlighting the interconnectedness of U.S. agricultural states and their dependency on China [5][8][9] - The article discusses China's strategy of leveraging its control over rare metals and agricultural imports to counter U.S. provocations, indicating a shift from reactive to proactive measures in international relations [8][9][10] - The overall narrative suggests that China is now in a position of strength, capable of dictating terms in the U.S.-China relationship, with a focus on maintaining national interests and countering perceived threats effectively [9][11]

寒冬腊月，暖意涌动。为全面加快实施"四强"行动，充分发挥甘肃省科学院科技创新支撑作用，12月10 日—12月13日，甘肃省科学院组织"博士后服务团"赴平凉市、崆峒区、静宁县开展服务基层科技行活 动。 此次科技行成效显著，"精准对接、按需服务"的模式实现了"强科技"与"强县域"有机融合。服务团负责 人表示，科学院将以此次科技行为契机，进一步集聚科技人才力量，持续深化与基层企业的合作对接， 在提升研发能力、促进成果转化、服务地方发展方面勇担使命。未来，将继续组织高层次人才深入一 线，把实验室建在产业基地，把科研成果落到生产实处，以实际行动践行创新驱动发展战略，为甘肃科 技自立自强、县域经济高质量发展作出新的更大贡献。 责任编辑：李靓 作为全省人才工作重要践行者，甘肃省科学院始终将人才工作置于首位。服务团紧扣地方产业需求，先 后走进静宁县德美地缘、国草药业、京首福种业，平凉市红峰机械、国维亮维淀粉、仰韶生物科技集团 等企业，通过现场洽谈、技术研讨、实地勘查等形式，与企业技术人员面对面沟通，精准把握生产现状 与技术痛点。 "博士们从实验室走进生产一线，带来的不仅是专业技术，更是解决问题的新思路、新方法。"静宁县国 草 ...

来源：经济学家圈 尹艳林："十五五"时期我国实现年均5%左右增长是完全有可能的 很高兴应邀参加腾讯财经愿景思享年会。今天的主题是"智变之时"。在世界百年变局和智能科技重塑经济的时代潮流中，中国经济发展面临巨 大机遇和新挑战。特别是"十五五"时期成为实现2035年远景目标乃至第二个百年奋斗目标的关键阶段。从中长期来看，中国经济的转型升级还 有哪些难点，哪些领域的改革亟待重点突破，如何推进下一阶段的改革发展，这个是大家很关心的问题。下面我想就这些问题跟大家做一些分 享。 但是我们必须看到，"十五五"时期我国发展环境面临深刻复杂变化，战略机遇和风险挑战并存，特别是国内发展不平衡不充分问题仍然突出， 有效需求不足，国内大循环存在卡点堵点，超大规模市场优势的发挥遇到障碍；新旧动能转换任务艰巨，制造业中传统产业仍占80%，先进制 造业和新兴产业占比还不高，原始创新能力不强，重点领域关键核心技术仍有待攻关突破，企业创新能力有待加强；农业农村现代化相对滞 本 后，城乡基本公共服务水平差距仍然较大，农业转移人口进城落户面临体制性障碍；就业和居民收入增长压力较大，居民财产性收入增长渠道 不畅，养老、医疗、教育、住房等民生保障存在 ...

Group 1: Smuggling Case and Strategic Resources - A smuggling case involving 26 suspects has concluded with sentencing, highlighting the illegal export of 166 tons of antimony, a strategic resource crucial for military applications [1][8] - Antimony is used in military equipment such as armor-piercing shells and missile components, as well as in civilian applications like semiconductors and solar cells, indicating its high strategic value [6][11] - The domestic price of antimony is approximately 180,000 yuan per ton, while the international market price reaches 400,000 yuan per ton, resulting in significant profits for smuggling operations [10] Group 2: U.S.-China Relations and Military Sales - The U.S. announced a military sales plan to Taiwan worth $11.154 billion, which is seen as a provocative action against China, especially during a sensitive political period [16][18] - Taiwan's military purchases are aimed at enhancing asymmetric warfare capabilities, further militarizing the Taiwan issue and straining U.S.-China relations [18] - The U.S. has also discovered a large rare earth deposit in Utah, which could alter the global rare earth landscape, although the country still relies heavily on China for refining technologies [20] Group 3: China's Response and Strategic Moves - In response to the U.S. military sales, China canceled a previously signed order for 132,000 tons of U.S. wheat, signaling its discontent and exerting pressure on U.S. agriculture [23] - This cancellation reflects China's strategic capability in resource management and its readiness to respond to U.S. provocations in a multi-dimensional manner [23]

Group 1 - The core viewpoint of the articles highlights the innovative financial support provided to small and micro enterprises in Hunan Province through the "Xiangqi Rong" platform, which utilizes government and external data to facilitate access to loans [1][2][3] - Hunan's "Xiangqi Rong" platform has collected 6.65 billion data entries from 16 government departments, serving over 2.2 million small and micro enterprises, thereby enhancing the identification of quality enterprises and associated risks for banks [1][2] - The platform has introduced a "Four-Dimensional One-Evaluation" model to assess enterprises based on innovation capability, profitability, operational foundation, and risk control ability, providing a data-driven basis for banks [1] Group 2 - In November 2024, Hunan's Industrial and Information Technology Department, in collaboration with CITIC Bank, launched specialized financial products for "specialized, refined, distinctive, and innovative" small and micro enterprises, reducing loan approval time from 45 days to 7 days and increasing loan limits from 10 million to 30 million yuan, resulting in approximately 3 billion yuan in credit loans for nearly 500 enterprises [2] - The collaboration with other banks, such as Bank of China and Bank of Communications, aims to create a dual-link system between bank data and government data, enhancing the efficiency and risk management of financial services for small and micro enterprises [2] - The introduction of a new financial product by Hunan's Industrial and Information Technology Department and Bank of Communications has attracted over 2,000 applications from small and micro enterprises within two months, with total credit exceeding 2.2 billion yuan [2]

Core Viewpoint - The European Union (EU) is increasingly focused on establishing a free trade agreement with the Southern Common Market (Mercosur) after facing challenges from U.S. tariff policies, but internal divisions within the EU have delayed this effort [1][2][3]. Group 1: Trade Agreement Status - The EU Commission President Ursula von der Leyen was scheduled to sign the trade agreement with Mercosur on December 20, but opposition from countries like Italy has postponed the process [3][5]. - The EU and Mercosur have been negotiating this trade agreement for over 25 years, causing frustration among South American nations, with Brazilian President Lula stating that a deal must be reached now or it will never happen [3][5]. - If the agreement is finalized, it could create a market of 780 million consumers and gradually eliminate tariffs on various goods, benefiting both regions economically [5][6]. Group 2: Economic Implications - Bloomberg Economics estimates that if the agreement is reached, it could contribute 0.7% economic growth for Mercosur and 0.1% for Europe by 2040 [5]. - The EU aims to establish economic ties outside of the U.S. and China, seeking geopolitical advantages through this transatlantic agreement [5][7]. Group 3: Internal EU Challenges - The EU has struggled to secure the necessary majority support for the agreement, with countries like France and Poland opposing it due to concerns over the impact on European farmers [8][9]. - Protests from thousands of farmers in Brussels highlight the internal resistance to the agreement, with significant pressure on EU leaders to reconsider [8][9]. - The fate of the agreement may hinge on Italy's position, as Prime Minister Giorgia Meloni has indicated the need for more time to gain domestic approval [9][10]. Group 4: Competitor Dynamics - As the EU struggles to finalize the agreement, competitors like Japan and the UK are eyeing the South American market and its resources, indicating a potential shift in trade alliances [12][13]. - Mercosur is also pursuing trade agreements with other partners, including the EFTA and countries like the UAE and Canada, which could further complicate the EU's position [12].

12月19日下午，广西人工智能学院，一群手持AI画笔的教育构想者汇聚于此。 当天，由自治区教育厅举办的2025年广西人工智能赋能教育创新应用大赛迎来冠军挑战赛。16个从 一等奖中脱颖而出的项目团队登上路演舞台，在教育智能体创新与应用、教育语料库创新与应用、教育 大模型优化与应用三个赛道中，讲述关于在人工智能赋能下的传承、守护、创新与跨越的鲜活实践。 路演中，广西商业学校烹饪营养系主任张彬快步走上台前，讲述了一个关于味道和记忆的故事。 桂菜烹饪技艺，是自治区传统技艺类非物质文化遗产代表性项目。但在职业教育的真实现状中，也 面临着三大困境——"传承难、资源散、互动弱"。如何破局？张彬集结了学校教师、技术骨干、行业大 师，联合马来西亚华侨烹饪大师汤贵文共同打造了一个前所未有的覆盖桂菜基础、技能、文化与双语术 语的多模态语料库。 更妙的是，他们还孵化出一个AI智能体——"桂小厨"。这位全天候在线的"数字助教"，不仅能答 疑、评分，还能精准推送学习内容。"餐饮也是一种文化，在AI创新加持下，桂菜烹饪技艺可以打通国 际学习屏障。"汤贵文很是笃定，未来会有更多人懂得用桂菜烹饪原料去进行东南亚菜的创新。 AI也可以成为守护粮 ...

Company Developments - On December 20, Moore Threads held the first "MUSA Developer Conference" in Beijing, officially launching the new GPU architecture "Huagang" along with two chips based on this architecture, "Huashan" and "Lushan" [5] - According to Zhituo Finance, ByteDance reported a net profit of approximately $40 billion for the first three quarters, with the annual profit expected to reach about $50 billion. However, insiders indicated that the figures reported by foreign media for both the first three quarters and the full year are inaccurate and significantly deviate from reality [5] - On December 20, Beijing Tongrentang issued an apology regarding recent public concerns over "Antarctic krill oil," expressing sincere regret for the damage caused to consumer rights [6] - On December 20, Mixue Ice City officially opened its first store in the United States, located at 6922 Hollywood Boulevard, Los Angeles [6] - Sequoia China announced the acquisition of a controlling stake in the global fashion leader Golden Goose Group, with Temasek and its wholly-owned asset management company, Dymon Capital, participating as minority shareholders. The original shareholder, Permira, will retain a minority stake [6] Industry Insights - The A-share IPO market is expected to see 114 companies complete listings in 2025, raising a total of 129.6 billion yuan, representing a 94% year-on-year increase. Notably, 104 new stocks did not experience any price drops, with an average first-day closing increase of 257%, marking the best performance in three years [3] - The ETF market is experiencing intense competition, with the A500 ETF dominating the trading charts. The total market size of the A500 ETF has reached 245.935 billion yuan, with a net inflow of 32.7 billion yuan in the past week, accounting for nearly 70% of the total net inflow into stock ETFs. The leading product, Huatai-PB A500 ETF, has reached a size of 41.2 billion yuan, becoming the first ETF tracking this index to exceed 40 billion yuan, achieving a 10 billion yuan increase in just one week [3] - In 2025, international investors are reassessing the allocation value of Chinese assets as China's industrial global competitiveness improves, with the long-term value reassessment of Chinese assets continuing [4]