新华社北京11月7日电 题：科技如何赋能"好房子"建设？——来自中国住博会的一线观察 新华社记者王优玲 住建领域的科技产品，如何转化为安全、舒适、绿色、智慧的"好房子"？6日至9日正在北京举行的第二 十二届中国住博会，重点展示了国内外最新住房城乡建设领域技术产品，揭示科技将"好房子"从理念转 化为现实的路径。 走进首钢近零碳"好房子"展示区，记者了解到钢结构的大量应用，使80%的材料可循环使用；住宅居住 空间仅保留一根承重柱的设计突破，实现了户型的极致灵活。 "通过提高建筑围护系统外墙、屋面等保温性能，采用新风机组与节水器具，并设置太阳能光伏系统， 可降低建筑碳排放量，降碳率超过60%，达到近零碳标准要求。"首钢集团副总经理王建伟介绍。 "好房子"建设离不开"好建造"。传统建筑工地给人机械轰鸣、尘土飞扬的印象，但在"好建造"展区， 中建八局、中建科技展示"像造汽车一样造房子"，由机器人主导流水线作业，实现工厂的工业化生产与 现场模块化组装。记者看到，一旁的装配式智能钢筋生产线正完成锯切、滚丝、弯曲等工序，实现无人 化作业。 融入纳米抗菌离子、兼具防霉功能的抗菌人造石，重量仅为传统镂空砖七分之一、透光透气的发泡 ...

孟恭杰 该工程位于江苏省无锡市滨湖区胡埭路与民盛路交叉口西南侧，总用地面积约11.2万平方米，总建筑面积约28.5万平方米。主要建设内容为新建住宅及公 建配套设施，包括新建住宅楼30栋、公共配套用房1栋以及相关配套设施。 校对陶善工 近日，由中国五冶集团承建的无锡定销商品房项目顺利通过竣工验收。 该项目以低容积率打造高宜居度的中部"居住生活区"，是当地政府构筑"三区、三轴、两中心"空间结构的重要一环，建成后将有效改善当地居民的居住和 生活条件，助力当地政府切实将"人民城市为人民"的理念落到实处，以更高标准绘就宜居新画卷。 ...

Group 1 - The investment environment is characterized as "tricky, uneven but full of opportunities," influenced by rising inflation risks, high long-term interest rates, and strong performance in sectors like nuclear energy and defense [1] - The market has seemingly priced in the rebound of inflation, with Goldman Sachs predicting core PCE to rise from 2.5% to 3.6% by year-end due to tariffs [2][4] - The U.S. 30-year interest rates have shown some easing recently, but Goldman Sachs believes the market will remain vigilant during long-term bond auction cycles [7] Group 2 - The U.S. dollar faces challenges as it remains relatively expensive according to various valuation models, leading to a divergence between the dollar and U.S. Treasury yields [9][10] - The real estate sector presents a complex outlook, with long-term interest rate risks and weak supply-demand dynamics threatening builders' stocks, yet a long-term bullish trend indicates resilience [12] - Defense stocks have performed exceptionally well, with Goldman Sachs' Korean defense stock basket up 127% year-to-date, alongside strong performances from European and Japanese defense stocks [14][16] Group 3 - Global technology companies are showing superior earnings growth compared to non-tech firms, with significant changes in capital expenditure following the emergence of ChatGPT [20][22] - The gap between U.S. AI leaders and laggards continues to widen, with AI deployment following a pattern of "slow, slow, slow, then a rapid acceleration" [23] - Despite a significant increase in new issuance activities, companies are engaging in large-scale buybacks, indicating a strong market pricing dynamic [24][28] Group 4 - Value storage tools like gold and Bitcoin have performed well in terms of total return and Sharpe ratio, while U.S. high-yield bonds have also shown surprising Sharpe ratios [30] - The U.S. stock market has underperformed compared to global peers, with U.S. tech stocks showing unexpectedly slow performance since the beginning of the year [31]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The talent supply and demand in Hong Kong is experiencing significant growth, characterized by a younger, higher-paid, and more educated workforce. The demand is particularly strong in the finance, real estate, internet, and professional services sectors [7][30] - There is a notable trend of talent flowing from mainland China to Hong Kong, with a much higher influx compared to the outflow from Hong Kong to mainland China [7][76] - The report highlights the increasing number of startups in Hong Kong, with a record high of 4,257 startups in 2023, employing approximately 16,453 people, marking a 10% increase from 2022 [15] Summary by Sections Section 1: Hong Kong Talent Demand - The demand for new positions in Hong Kong saw a year-on-year growth of 69.58% in 2023 [18] - The top three sectors for talent demand are internet, finance, and professional services, with respective growth rates of 23.86%, 18.69%, and 12.57% [20][21] - The highest demand is for financial, administrative, and operational support roles, while marketing talent is experiencing the fastest growth [26] Section 2: Talent Flow to Hong Kong - Talent flowing into Hong Kong has maintained a high level, with year-on-year growth exceeding 120% across all quarters of 2023 [54] - The majority of incoming talent is from first-tier cities in mainland China, with Shenzhen being the most significant source [58][59] - The age distribution of talent moving to Hong Kong shows a predominance of young professionals aged 20-45, with nearly 90% holding a bachelor's degree or higher [65] Section 3: Hong Kong Talent Profile - Over 70% of the talent in Hong Kong has more than five years of industry experience, and nearly 60% earn over 250,000 RMB annually [85] - The talent pool is predominantly composed of young, highly educated individuals, with over half aged between 25-35 and more than 80% holding master's or doctoral degrees [95] - The financial and internet sectors account for 40% of the talent pool, indicating a strong concentration in these industries [96]