我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年9月4日 ● 国内金融市场 · | 0 | 股 | D | 指期货 C | | --- | --- | --- | --- | | | | > | | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3813. 56 | -1. 16% | 上证当月连续 | 2949 | -1.29% | | 深证成指 | 12472 | -0.65% | 沪深当月连续 | 4430 | -0. 96% | | 创业板指 | 2899. 37 | 0. 95% | 恒生期货指数 | 32747.4 | -0. 33% | 宏观消息汇总 1.财政部、税务总局发布关于划转充实社保基金国有股权及现 金收益运作管理税收政策的通知。 2.市场监管总局近日印发《重点工业产品质量安全隐患排查治 理三年行动方案（2025—2027年）》，聚焦消防产品、建筑保 温材料、电动自行车等23类84种高风险产品。 二、行业最新动态 1.政策支持,多地正编制促进脑机接口发展 ...

Group 1: Future Industry Development - The strategic choice to vigorously develop future industries is essential for seizing the global technological competitive high ground and forming a modern industrial system [2] - Future technologies serve as the foundation for future industries, with their generation paths filled with uncertainties [2] - Key challenges include strengthening source technology supply, breaking through conversion bottlenecks, cultivating key talents, and balancing development with safety [2] Group 2: Technology Supply System - Future industries require a multi-dimensional technology supply system, including source technologies, frontier cross-disciplinary technologies, and disruptive technologies [3][4] - Advanced nuclear energy innovation is highlighted as a key technology for future clean energy, showcasing significant progress in China's nuclear technology [4] - China has entered the global first tier in quantum computing industrialization, with a complete independent technology system established in superconducting quantum computing [4][5] Group 3: Challenges in Future Technology - Transitioning from future technology to future industry faces multiple challenges, including technology route selection, engineering implementation, and new productivity conversion mechanisms [5][6] - Advanced nuclear technology still faces challenges in commercial application and regulatory standards, impacting its multi-purpose utilization [6] - Quantum computing requires further foundational research to address issues like qubit coherence time and fault-tolerant quantum computing [7][12] Group 4: Talent Development - The breakthrough in future industries relies on deep interdisciplinary collaboration, with a significant talent gap in fields like brain-computer interfaces [11][12] - Recommendations include establishing interdisciplinary programs in key universities and promoting collaboration between academia and industry for talent cultivation [11][12] - A multi-layered talent education system is suggested to support the quantum computing field, addressing the significant talent demand [12] Group 5: Safety and Regulatory Mechanisms - Establishing an inclusive and prudent regulatory mechanism is necessary to manage the uncertainties of future industries, including exploring "regulatory sandboxes" [13] - A comprehensive safety regulatory system is essential for nuclear facilities, emphasizing the need for strict oversight throughout the lifecycle of nuclear projects [13][14] - The development of technical standards and intellectual property protection in quantum computing is crucial to ensure compatibility and safeguard innovations [14]

我国布局人形机器人、原子级制造产业 让更多企业在新赛道跑出加速度 昨天，中国发展高层论坛2025年年会在北京开幕。 财政部部长蓝佛安表示，2024年三季度以来，我国出台了一批有针对性的财政增量政策，这些政策坚持系统设计，注重集成创新，突出精准施策，把握 力度时机，推动经济明显回升，社会信心有效提振。 0:00 / 2:33 蓝佛安表示，当前我国推出的财政政策坚持系统设计，综合考虑稳增长、调结构、惠民生、防风险等目标，用改革的思路谋划实施财政政策，加强逆周 期调节，推动经济实现质的有效提升和量的合理增长。同时，注重集成创新，推动形成政策合力。 财政部部长 蓝佛安：加强政策创新，安排国债和地方政府债券，支持国有大型商业银行补充资本回收闲置土地和存量商品房，实施消费品以旧换新 等。对专项债实行负面清单管理，强化政策集成，组合运用多种财税工具，加强与货币等政策相互配合，同向发力，提升整体的效能。 蓝佛安还表示，我国财政政策还突出精准施策，以重点突破带动整体经济循环畅通。同时，把握力度时机，增强调控的前瞻性、针对性和有效性。 一揽子财政增量政策推动经济明显回升 在一系列增量政策的带动下，前两个月，全国规模以上工业增加值 ...