人民财讯1月5日电，今日三大指数集体高开后震荡走强，沪指涨超1%，时隔34个交易日重回4000点， 创业板指涨超2%。截至午间收盘，沪指涨1.07%，深证成指涨1.87%，创业板指涨2.15%。盘面上，人 脑工程概念掀涨停潮，三博脑科、翔宇医疗、美好医疗、爱朋医疗等超20股涨停。保险板块集体走强， 新华保险、中国太保双双续创历史新高。存储芯片概念走高，兆易创新、云汉芯城等涨停。创新药概念 拉升，昭衍新药、福元医药、乐普医药等涨停。商业航天概念反复活跃，雷科防务、金风科技、烽火通 信等多股涨停。保险、医疗保健、半导体、互联网等板块涨幅居前；酒店餐饮、旅游、公共交通、海南 自贸等板块跌幅居前。 ...

证券研究报告 A股2026年十大预测 证券分析师：陈刚 执业证书编号：S0600523040001 邮箱：cheng@dwzq.com.cn 研究助理：林煜辉 执业证书编号：S0600124060012 邮箱：linyh@dwzq.com.cn 研究助理：孔思迈 执业证书编号：S0600124070019 邮箱：kongsm@dwzq.com.cn 证券分析师：谢立昕 执业证书编号：S0600525080001 邮箱：xielx@dwzq.com.cn 证券分析师：蒋珺逸 执业证书编号：S0600525040004 邮箱：jiangjy@dwzq.com.cn 2025年12月28日 请务必阅读正文之后的免责声明 回顾2025年提出的十大预测 风险提示：经济复苏不及预期；美债见顶下行迟于预期；地缘政治事件黑天鹅。 数据来源：Wind，东吴证券研究所；注：涨幅若无其他说明，统计区间均为2025年1月1日-2025年12月26日） 2 ◼ 回顾2025年提出的十大预测： ➢ 预测一：A股震荡上行，进入新的波动中枢（万得全A涨幅为28.1%，沪指四季度围绕3900点震荡） ➢ 预测二：2025年A股交易结构比指数更 ...

Core Viewpoint - The Ministry of Education emphasizes the importance of reforming the training of outstanding engineers to support the development of a strong education, technology, and talent nation, aligning with the national strategic talent cultivation goals [1][3]. Group 1: Policy and Strategic Initiatives - The "14th Five-Year Plan" suggests a comprehensive approach to advancing education, technology, and talent development, highlighting the need for more outstanding engineers [1]. - The Ministry of Industry and Information Technology (MIIT) has implemented various policies to enhance the training of outstanding engineers, including the "Manufacturing Talent Support Plan" which selects around 300 advanced manufacturing technology talents annually [3][4]. - MIIT has established a collaborative framework with educational institutions and industries to ensure that talent policies align with industrial needs, thereby enhancing the effectiveness of engineer training [3][4]. Group 2: Educational Framework and Industry Collaboration - MIIT has developed a "1+5+N" working system to promote practical training for engineers, focusing on key areas such as new materials and new energy vehicles [4][5]. - The establishment of national engineering practice bases and innovation centers aims to improve students' practical skills and facilitate collaboration between universities and specialized enterprises [4][5]. - The MIIT has initiated strategic cooperation with the Ministry of Education to enhance data sharing and talent supply-demand matching [4][5]. Group 3: Future Directions and Talent Development - MIIT plans to continue implementing the Manufacturing Talent Support Plan and host national technology skill competitions to elevate the recognition of engineers in society [6]. - The focus will be on predicting talent needs in key sectors like artificial intelligence, ensuring that educational programs align with high-quality industrial development [6]. - MIIT aims to guide universities in closely aligning their engineering programs with national strategic needs, thereby fostering a robust pipeline of outstanding engineers [6].

11月6日，中央广播电视总台首届《直通未来年度盛典》在江苏省苏州市举行。盛典以"未来的 产业 产业的未来"为主题，展示未来产业样本，分享新兴技术产业化模式，描绘中国经济发展 新图景。 《直通未来年度盛典》由总台财经节目中心和总台江苏总站联合主办， 将于 1 2 月 9 日 2 1 ： 3 0 在央视财经频道播出 ， 央视财经客户端等新媒体平台将同步播出。《直通未来年度盛典》聚 焦低空经济、人工智能、具身智能、商业航天、脑机接口、未来能源等赛道，汇聚来自各未来 产业赛道的头部企业与创新主体，集中展示了一系列具有代表性的前沿科技成果与应用实践。 第四届达沃斯全球母基金峰会即将盛大启幕 2025全球最佳投资机构榜单评选开启 母基金研究中心2025年度榜单评选正式开启 此前， 国家工信部等部委和江苏省、苏州市相关负责同志，宇树科技创始人兼首席执行官王兴 兴等百家未来产业样本企业负责人与行业领域专家学者，母基金研究中心创始人、水木资本董 事长唐劲草，中关村资本旗下中关村创投总经理张津，基石资本管理合伙人、副董事长林凌， 华映资本管理合伙人 王维玮，深创投江苏投资部负责人王大鹏，东方富海合伙人费含滢，中保 投资战略客户部 ...

Group 1 - The core objective of Guangdong's economic plan is to achieve a doubling of its economic output by 2035, requiring an annual compound growth rate of approximately 5.5% over the next 13 years [1] - The plan emphasizes balanced growth, focusing on regional coordination and development, particularly between the Pearl River Delta and the less developed areas of Guangdong [2][3] - The concept of a "Golden Inner Bay" is highlighted, aiming to integrate high-energy cities around the Pearl River estuary to enhance economic synergy and address disparities between regions [3] Group 2 - The proposal includes the establishment of "Innovation and Technology Special Zones" to foster a modern industrial system, promoting flexibility in areas such as technology transfer and intellectual property [4] - Guangdong aims to transition towards new growth drivers by enhancing its manufacturing capabilities, particularly in high-tech sectors like artificial intelligence and robotics [5] - The plan outlines the development of eight strategic emerging industries, including low-altitude economy and smart economy, to reduce reliance on traditional sectors and enhance competitiveness [6][7] Group 3 - Despite its advantages, Guangdong faces challenges such as unbalanced development, difficulties in transitioning to new growth drivers, and the need for deeper integration of innovation and industrial chains [8] - The province's strong private sector is a key asset, but there are still bottlenecks in administrative processes and market reforms that need to be addressed for further economic potential [9]

凤凰网财经讯 12月8日，市场高开高走，深成指涨超1%，创业板指涨超2%。截至收盘，沪指涨0.54%， 深成指涨1.39%，创业板指涨2.6%。沪深两市成交额2.04万亿，较上一个交易日放量3109亿。 封板率 73.00% | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 涨跌家数 涨速% | | 总手 | 现手 金额 | | 上证指数 | 3924.08 | 0.54 | 21.27 | 1356/885 | 0.01 | 5.47 7 | 190万 8394.39亿 | | 深证成指 | 13329.99 | 1.39 | 182.31 | 1864/953 | 0.00 | 7.29 7. | 751万 1.20万亿 | | 北证50 | 1426.25 | 1.27 | 17.91 | 224/56 | 0.02 | 636万 | 8.21万 150.98亿 | | 创业板指 | 3190.27 | 2.60 | 80.97 | 1025/327 ...

Core Points - The State Council has issued measures to stimulate private investment and promote its development, outlining 13 targeted policy initiatives [1][2] Group 1: Expansion of Access - Encouragement for private capital participation in key sectors like railways and nuclear power, with specified shareholding requirements [1] - Support for private investment in new urban infrastructure projects with profit potential [1] - Guidance for orderly participation of private capital in low-altitude economy and commercial space sectors [1] - Removal of unreasonable entry restrictions for service industry operators [1] - Revision of the list of concession projects to support private enterprise participation [1] - Elimination of unreasonable requirements for private enterprises in bidding processes [1] - Increased government procurement support for small and medium-sized enterprises [1] Group 2: Addressing Bottlenecks - Protection of private enterprises' legal rights in electricity grid operations, oil and gas pipeline usage, and transportation resource allocation [2] - Encouragement for private enterprises to establish major pilot platforms with strong industry influence [2] - Support for state-owned enterprises, universities, and research institutions to provide market-oriented pilot services to private enterprises [2] - Development of comprehensive digital empowerment platforms by leading private enterprises and third-party service providers [2] - Implementation of a digital empowerment initiative for more private small and medium-sized enterprises [2] Group 3: Strengthening Support - Increased central budget investment and new policy financial tools for qualifying private investment projects [2] - Financial institutions to set annual service goals for private enterprises to meet their reasonable credit needs [2] - Continuation of "green channel" policies for technology-driven enterprises in listing financing and mergers [2] - Support for qualifying private investment projects to issue Real Estate Investment Trusts (REITs) in infrastructure [2] - Emphasis on the need for local governments and relevant departments to enhance services, guidance, and management for private investment [2]

Group 1 - The core viewpoint of the article is the introduction of 13 targeted policy measures by the State Council to stimulate private investment and promote its development [1][2] - The measures encourage private capital participation in key sectors such as railways and nuclear power, with specific requirements for shareholding ratios [1] - Local governments are urged to support private investment in smaller, profitable urban infrastructure projects [1] Group 2 - The article highlights the importance of safeguarding the legal rights of private enterprises in areas such as electricity grid access and oil and gas pipeline usage [2] - It emphasizes the need for private enterprises to accelerate the construction of major pilot platforms and digital empowerment initiatives [2] - The measures include increased support for eligible private investment projects through central budget investments and new policy financial tools [2]

Core Insights - Daxing District is actively engaging with 16 central and state-owned enterprises to explore collaboration opportunities in various sectors including investment funds, digital film production, scientific research, logistics, and rail transportation equipment [1] - The district is positioned as a strategic hub with significant geographical advantages, being only 9 kilometers from Tiananmen and well-connected to major transportation networks [7][8] - Daxing District has developed a comprehensive industrial blueprint focusing on high-value and high-growth sectors, establishing a robust economic ecosystem [8][9] Group 1: Strategic Positioning - Daxing District is referred to as the "diamond hub" of the Beijing-Tianjin-Hebei region, benefiting from its proximity to key locations such as the new airport and the Beijing urban sub-center [7] - The district boasts a four-dimensional transportation system with one airport, seven railways, eight subways, and eight highways, enhancing its connectivity [7] - The area has a significant land resource with 1,036 square kilometers, including 40,000 acres of flexible land for various functions, which supports innovation and development [7] Group 2: Industrial Development - Daxing District has outlined a "6+5+3" development plan targeting high-value industries, including a focus on biomedicine, digital economy, and commercial aerospace [8] - The Daxing Airport Economic Zone is set to become a global trade logistics hub with 190 international flight routes [8] - The district is home to several specialized industrial parks that enhance the industrial ecosystem, such as the National New Media Industry Base and the Beijing Digital Economy Demonstration Zone [9] Group 3: Urban Integration and Quality of Life - Daxing District is committed to integrating industry and urban development, creating a modern "National Gate New City" that emphasizes the harmony of production, living, and ecology [11] - The district is developing a garden city model with projects like the Yunding Bay, which will feature extensive commercial facilities and green spaces [11] - Daxing is recognized for its favorable business environment, having been rated as the best city for talent attraction for five consecutive years, providing high-quality living conditions for professionals [12]

Core Insights - The forum "Phoenix Bay Area Finance Forum 2025" focuses on the theme "New Pattern, New Path" and gathers global elites from politics, business, and academia to explore development opportunities amid changing global economic dynamics [1] Group 1: Chinese Companies Going Global - The logic of Chinese companies going global has shifted from "single product breakthroughs" to "industrial chain ecological layout," emphasizing technological innovation and brand value over mere cost advantages [1][3] - In the first half of 2025, Chinese listed companies demonstrated resilience under external pressures, achieving overseas revenue of 4.9 trillion yuan, a year-on-year increase of 4.5%, marking a continuous rise in overseas revenue share for three consecutive years [4] - Chinese investors have established over 50,000 overseas enterprises in more than 190 countries, with nearly 20,000 in Belt and Road Initiative countries, and 70% of these overseas enterprises are either profitable or break-even [4] Group 2: Innovation and R&D Investment - A-share listed companies invested over 810 billion yuan in R&D in the first half of 2025, a year-on-year growth of 3.27%, with 113 companies investing over 1 billion yuan [4] - The focus on "new and green" characteristics in overseas expansion is evident, with advancements in artificial intelligence, biomedicine, and other fields, transitioning from "follower" to "runner" and even "leader" in technology [4] Group 3: Future Directions and Recommendations - The emergence of new productive forces, such as artificial intelligence and quantum technology, is leading to an upgrade in global layout, necessitating companies to strengthen their foundational skills [5] - The "Phoenix Star Listed Company Awards" aims to identify benchmark companies in areas like market value management and global contribution, providing models for other companies looking to expand internationally [5] - Companies are encouraged to maintain compliance, embrace innovation, and adopt a symbiotic approach to broaden their global outreach [5]