唐冬生认为，具身智能可通过视觉、听觉等传感器，实现人工智能体与环境的实时交互。创新具身智能 生态，可为消费者提供更多情绪价值。 "具身智能作为人工智能的前沿方向，深度融入工业制造、智能驾驶、智能家居等实体场景，展现出更 强的适应能力。"在唐冬生看来，具身智能正在革新工业机器人和服务机器人的应用模式。 "通用人工智能的终极形态是能理解、适应并改造物理世界的具身智能。"今年全国政协大会召开前夕， 全国政协委员、民革广东省委会副主委唐冬生接受中新网采访时提出他的见解。 目前，中国具身智能产业亟需构建开放协同的应用生态，培育壮大智能产业集群。唐冬生2023年担任全 国政协委员以来，聚焦人工智能应用与企业数字化转型。 2025年，具身智能首次被写入政府工作报告。这一年，唐冬生走访广东省内人工智能企业，并赴上海、 杭州、苏州等地人工智能产业园区考察。 "中国机器人制造与应用有扎实基础，但具身智能的应用生态仍处于探索阶段。"唐冬生调研时发现，广 东佛山三水一处新晋"网红打卡地"，是在废弃矿山上建的咖啡馆。崖边的观景平台上，人们远眺湛蓝湖 水、捕捉大湾区版"日照金山"，很是惬意。 "一个月之内我去了三次，每次都是座无虚席，并 ...

2月24日是马年春节后首个工作日。广东、山东、湖北、湖南、安徽、辽宁等多个省份召开"新春第 一会"，释放出坚持以实体经济为本、全力建设现代化产业体系的强烈信号，为"十五五"开局之年吹响 冲锋号角。 干字当头，各地托举优势产业 实体经济是大国的根基，是构筑未来发展战略优势的重要支撑。广东省在全省高质量发展大会上， 聚焦"制造业与服务业协同发展"，提出"在两业协同中实现产业发展由大到强，成就一个相融相长、耦 合共生的现代化产业体系"。 广东是制造大省，也是服务大省。大力推动制造业与服务业协同发展是广东推进制造业向价值链高 端环节攀升的重要手段。去年，广东省印发《关于推动制造业与生产性服务业深度融合发展的若干措 施》，提出加快服务型制造创新发展，推动制造业从单纯以制造为主向"制造+服务"转型，从单纯出售 产品向出售"产品+服务"转变。2026年广东省政府工作报告也提出，推动制造业服务化和服务业制造 化，以服务业升级促进和支撑整个产业体系的优化升级。 "新春第一会"举行当日，广东省发展改革委发布《广东省制造业与服务业协同发展白皮书》，进一 步提出推动科技服务、设计服务、软件信息服务、质量品牌服务、节能环保服务等与制造 ...

立足家底、放大优势，破除要素流动的堵点，"1+1>2"的协同效应就会越来越强 越是发展的薄弱处，越蕴藏着增长的潜力。找准"最短板"、集中力量突破，"洼地"也能变成"高地" 潜力，来自补短板。广东有强市、强区、强镇，却长期缺少强县。对博罗县而言，曾经不强的一个原因 在于粗放发展。早年通过引进"三来一补"，确实吃到了不少红利，但粗放发展也导致产业"小散弱"，缺 乏后劲。博罗县正是瞄准这块短板找到了突破口：前瞻性布局电子信息、新能源等产业，建设千亿级智 能装备产业园。如今，当地8个百亿级产业集群拔地而起。从"撒胡椒面"式的零散招商，升级为"聚链成 群"的系统布局，思想转弯促发展转型。 博罗县的蜕变并非孤例。"百县千镇万村高质量发展工程"启动以来，57个县（市）生产总值近3年年均 增速快于全省。实践证明，越是发展的薄弱处，越蕴藏着增长的潜力。找准"最短板"、集中力量突 破，"洼地"也能变成"高地"。 潜力，来自锻长板。优势是发展的"本钱"，将比较优势转化为竞争优势，才能在产业分工中持续占据有 利地位。在长三角，4小时车程内就能解决新能源汽车全部配套零部件供应。正是这条跨越4省市的产业 链深度咬合，让长三角新能源汽车产 ...

韩文秀 2025年12月召开的中央经济工作会议是党的二十届四中全会后一次十分重要的会议。习近平总书记在会上发 表了重要讲话，全面总结2025年经济工作和"十四五"时期经济社会发展成就，深入分析国际国内形势，系统部署 了2026年经济工作，为确保"十五五"开好局、起好步提供了科学指引。我们要认真学习领会中央经济工作会议精 神，全面抓好贯彻落实。 一、准确把握我国发展面临的国际国内形势 2025年是"十四五"规划收官之年，发展历程很不平凡，取得成绩令人鼓舞。以习近平同志为核心的党中央团 结带领全党全国各族人民迎难而上、奋力拼搏，坚定不移贯彻新发展理念、推动高质量发展，统筹国内国际两个 大局，实施更加积极有为的宏观政策，经济运行总体平稳、稳中有进，经济顶压前行、向新向优发展，展现出强 大韧性和活力。国民经济主要指标表现好于预期，现代化产业体系建设持续推进，改革开放迈出新步伐，房地产 等重点领域风险化解取得积极进展，民生保障更加有力。 在充分肯定成绩的同时，也要看到，我国经济发展中老问题、新挑战仍然不少。 从国际看，世界百年变局加速演进，国际力量对比深刻调整，形势愈发动荡。一是地缘政治变乱交织。热点 地区地缘冲突易发 ...

Core Viewpoint - The EU leaders have agreed to advance a "Buy European" policy to protect strategic sectors of European industry amid global economic challenges [1][4] Group 1: Economic Context - EU leaders gathered to discuss how to regain economic competitiveness against the US and China during a time of economic threats and political turmoil [1] - Belgium, France, Germany, and the Netherlands are facing a "survival crisis" due to high energy costs, regulations, and unfairly subsidized goods flooding the market [3] - The urgency of addressing Europe's declining competitiveness has been heightened by events such as the sudden halt of Russian gas supplies in 2022 and trade wars [3] Group 2: Strategic Areas of Focus - A broad consensus was reached on protecting and strengthening specific strategic areas, including defense, space, clean technology, quantum, artificial intelligence, and payment systems [3] - The upcoming "Industrial Accelerator Bill" is expected to set targets for local content in strategic products like solar panels and electric vehicles [4] Group 3: Diverging Perspectives - French President Macron emphasizes that "European priority" should focus on specific strategic sectors, viewing it as a defensive measure against unfair competition [4][5] - German Chancellor Merz advocates for a more open approach to trade, preferring "co-manufacturing with European partners" over strict "European manufacturing" rules [5] - The differing views between France and Germany raise questions about the health of the Franco-German relationship, traditionally a driving force in European projects [5] Group 4: Regulatory Considerations - EU Commission President von der Leyen acknowledges the need for caution regarding the "Buy European" policy, emphasizing that proposals must be supported by solid economic analysis and comply with international obligations [6]

策略周报 每周海内外重要政策跟踪 国内宏观：2 月 2 日，中共中央、国务院发布关于《现代化首都都市圈空间 协同规划（2023－2035 年）》；同日，商务部等九单位启动 2026"乐购新 春"春节特别活动，促进假期消费。2 月 3 日，国务院国资委党委召开专题 党委会议，提出要大力发展战略性新兴产业和未来产业。2 月 4 日，中国人 民银行召开 2026 年信贷市场工作会议要求不断加强对重大战略、重点领域 和薄弱环节的优质金融服务。 2 月 5 日，财政部等三部门发布海南自由贸 易港岛内居民消费的进境商品"零关税"政策；同日，国家网信办等 11 部 门联合印发《关于提升境外人员入境数字化服务便利性的实施意见》。2 月 7 日，国家数据局、工业和信息化部、公安部、证监会联合发布《关于培育 数据流通服务机构 加快推进数据要素市场化价值化的意见》，首次明确我 国将培育三类数据流通服务机构，包括数据交易所（中心）、数据流通服务 平台企业和数据商。2 月 8 日，央行公布中国 1 月末黄金储备报 7419 万盎司， 为连续第 15 个月增持黄金。 证券研究报告 | 2026年02月11日 产业政策：2 月 2 日，市 ...

Group 1 - Nanjing has established a market-oriented mother fund with a total scale of 100 billion yuan, featuring a 20-year duration, which is rare among government-led innovation funds in China [1] - The mother fund aims to attract quality fund management institutions and social capital to support the high-quality development of the real economy, focusing on cultivating enterprises with long-term core competitiveness [1] - The total scale of funds launched and signed at the 2026 Zijin Mountain Venture Capital Conference exceeds 700 billion yuan, including various provincial and central enterprise funds [2][3] Group 2 - In addition to the mother fund, two other funds, each with a scale of 100 billion yuan, were unveiled, focusing on modern service industry innovation and the full lifecycle cultivation of sci-tech enterprises [2] - A total of 15 artificial intelligence industry chain funds were established to meet the equity financing needs of AI enterprises, while 9 angel investment funds with a total scale of 47 billion yuan were also signed to support early-stage tech startups [3] - The Nanjing municipal government has introduced policies to accelerate the cultivation of new productive forces, aiming to create an industrial fund cluster exceeding 2000 billion yuan [3][4]

全球经济在地缘政治、政策转型、科技浪潮的多重力量影响之下，正在步入发展的新阶段。展望2026 年，关税热度表面"降温"，世界经济能否带来平稳预期？地缘冲突暗涌，AI狂飙突进，全球市场暗藏哪 些关键变量？第一财经主持人尹凡对话瑞银全球首席经济学家阿伦德·卡普坦（Arend Kapteyn），深度 解码2026年全球经济与市场的潜在变局。 关税冲击"降温"，为什么？ "美国在2025年4月宣布的关税税率大约在25%，而现在我们估算下来实际上约为13%，整体是在降温 的。"谈及关税政策的实际冲击，Arend Kapteyn给出了这样明确的结论。这与他2025年2月在《两说》 节目中对美国拟征关税的深切担忧形成对比。 Arend认为，关税对2025年全球经济的实际冲击低于预期，主要源于几个原因：一是美国政府实际的关 税提升比早前宣扬的低，而且豁免政策频出，所以最终落地的税率低于预计。二是大部分国家对美国提 高关税的措施基本没有采取报复措施。三是美国关税政策反复令进口商持续观望，叠加人工智能相关贸 易活跃，全球进出口贸易活动规模未减。 联合国贸发会议近期发布的《全球贸易最新动态》印证了这一点。报告显示，2025年，全球 ...

Group 1: Xiong'an Library Overview - The Xiong'an Library officially opened on September 27, 2025, and has become a cultural landmark in the region, designed to resemble "a book turning pages" [3] - The library has received over 416,781 visitors and has a total book borrowing volume of 186,658, with literature books accounting for 64% of the total borrowings [3][5] - The library covers a total area of 68,000 square meters, with seven floors above ground and two underground, designed to hold 1.5 million books, currently housing 491,000 volumes [5] Group 2: Library Services and Features - The library employs intelligent services to enhance public reading experiences, featuring a "one-stop smart borrowing and returning" system, allowing readers to reserve books via mobile devices [7] - It includes a variety of functional spaces such as a comprehensive service hall, children's reading areas, and quiet reading zones, adhering to the principle of "dynamic separation, low dynamic high static" [5] - The library's service extends beyond its premises, utilizing smart delivery networks to provide precise book delivery to universities, enterprises, and communities [7] Group 3: Xiong'an AI Industry Park - The Xiong'an AI Industry Park has attracted over 60 companies since its opening on June 10, 2025, establishing a competitive industrial ecosystem [8][10] - The park focuses on next-generation AI theory and application innovation, aiming to create a comprehensive industrial cultivation system that includes research and development, project incubation, and enterprise growth acceleration [10] - More than 80% of the companies in the park originate from Beijing, including listed companies and university incubation projects, benefiting from differentiated policy support tailored to various stages of enterprise growth [10]

Core Viewpoint - The article discusses the GDP targets and economic performance of various provinces in China for the "14th Five-Year Plan" and "15th Five-Year Plan" periods, highlighting adjustments in growth expectations and specific economic goals for 2026. Group 1: GDP Targets and Adjustments - Beijing has set a new GDP growth target of 4.5%-5% annually, aiming for better results [7] - Xinjiang's target is adjusted to an annual growth of 5.5%-6% [7] - Hunan has lowered its target by 0.5-1 percentage points to 5%-5.5% [9] - Jiangsu's target is down by 0.5 percentage points to around 5% [9] - Guangdong's target remains stable at around 5% [9] - Gansu and Guizhou have both reduced their targets by 1.5 and 2 percentage points respectively [9] Group 2: Economic Performance in 2025 - Jiangsu's GDP grew by 5.3% in 2025, maintaining the highest increment nationally [12] - Sichuan's GDP growth was 5.5%, ranking fifth in total and growth rate [19] - Shanghai's GDP increased by 5.4%, with significant growth in industrial investment [27] - Hunan's GDP growth was 4.8%, with a notable decline in fixed asset investment [31] Group 3: 2026 Economic Goals - Jiangsu aims for a GDP growth of around 5% in 2026, with a focus on better results [13] - Sichuan targets a GDP growth of approximately 5.5% for 2026 [20] - Shanghai's GDP target for 2026 is set at around 5% [27] - Hunan's GDP goal is around 5%, with an emphasis on achieving better outcomes [33] Group 4: Investment and Consumption - Jiangsu's fixed asset investment target for 2026 is not yet disclosed, following a 12.7% decline in 2025 [17] - Hunan's fixed asset investment is expected to achieve positive growth in 2026 [37] - Consumption in Jiangsu is targeted to grow by around 5% in 2026, down from 5.5% in 2025 [15] - Sichuan's social retail sales target for 2026 is not yet disclosed, with a 2025 goal of 5% [23] Group 5: Key Focus Areas for 2026 - Jiangsu plans to enhance consumption through cultural and tourism integration [13] - Sichuan aims to develop the cultural tourism industry as a pillar of economic growth [20] - Hunan will focus on digital economy growth and infrastructure projects [31] - Shanghai will prioritize major engineering investments and digital economy initiatives [27]