扬子晚报网1月7日讯(通讯员仇杰记者薛玲)扬子晚报记者从南京市鼓楼区华侨路街道获悉，位于汉中路6号的国药大厦更新改造项目，现已正式进入实施 阶段。未来这里将打造集研发、展示、运营于一体的现代化医药健康产业空间，为鼓楼区"环五台山大健康产业带"注入新动能。 国药大厦区位图 坐落于新街口商圈西北象限华侨路街道的国药大厦，处于鼓楼区重点规划的"环五台山大健康产业带"核心区域，这座始建于上世纪90年代的楼宇将在"城 市更新+产业焕新"的双轮驱动下，转型为聚焦"新医药与生命健康"的专项产业园区。这里也将成为新街口商圈首个"小而精"的大健康领域专项园区，重点 集聚新医药上下游企业及数字健康产业，形成"总部办公+产学研融合+产业孵化+创新服务+商务配套"的全链条生态，打造高品质"城市硅巷"。 视频｜薛玲 校对陶善工 国药大厦更新效果图 鼓楼区集聚了南京大学、南京医科大学、南京中医药大学等7所涉医院校、53个相关专业，拥有生命健康领域基础研究和创新药研发的宝贵智力资源。 与此同时，鼓楼区还聚合了江苏省人民医院、南京鼓楼医院等12家三级以上医院，具有得天独厚的健康产业发展生态。因此，鼓楼区将健康经济作为科创 先导产业的重要赛道 ...

1月4日，元旦假期后首个工作日，多个省份集中召开新年第一会。其中，福建、贵州、辽宁等省份均将 优化营商环境作为主题。 据吉林日报微信公众号消息，1月5日，省委经济工作会议在长春召开。作为全省开年"第一会"，会议深 入贯彻党的二十届四中全会和中央经济工作会议精神，不折不扣落实习近平总书记在听取吉林省委和省 政府工作汇报时的重要讲话精神，总结去年工作，分析当前形势，安排今年任务。省委书记黄强出席会 议并讲话。省委副书记、省长胡玉亭代表省委部署经济工作。省政协主席朱国贤出席会议。 会议指出，要牢固树立和践行正确政绩观，坚持为人民出政绩、以实干出政绩，既要即期见效的"显 绩"，更要打基础、增后劲、利长远的"潜绩"，以"功成不必在我"的精神境界和"功成必定有我"的责任 担当抓发展、促改革、惠民生、保稳定。要坚持新发展理念这个"指挥棒""红绿灯"，不断加深对"什么 不是高质量发展"的认识，更好领悟"什么才是高质量发展"，坚决反对搞急功近利、弄虚作假、盲目蛮 干那一套。统筹好有效市场和有为政府的关系，做到"自己不内卷、不去卷别人、让别人卷不动我们"。 发挥9个重点专项示范引领作用，统筹推进425项改革任务落实。持续改善营商 ...

第四，机器人。智能硬件是AI+半导体产业链的落地方向之一。 | 周 预 测 | 1月5日-1月9日 轮盘临质 中线 | | --- | --- | | 日博 | | | 居 H | 3900 4153 和底 精顺 | | 力 指 | 3930 大盘反转 强支撑 | | 支 | | | 撑 | 第一阻力 第 一 支 3950 4034 | | 预 | 撑 | | 高 | | | 精 确 操 | 目前 4153点 精准目标 上涨 | | 盘体系 | 方向 | | 形态分 | 反弹 目 前 形 上涨 中期方向 | | 析系统 | K2 | | 变盘时 | 比指数涨跌重要的是，实战投资策略是否完整; | | 自 | 比股龄长短重要的是，研究框架是否成熟完善; | | | 比选出牛股重要的是,做好资产配置最佳组合。 | | 板块 | 1，红利股大概率会贯穿2026全年，关注高股息的央企,有色,石油等中字头 | | | 的国际巨头。 | | | 2,进攻策略:新科技、新医药、新消费 | | 操作 | 一轮牛市中只有一个卖点,那就是最高点卖出。投资人与其猜测大 | | 策略 | 盘的最高点,不如制定投资策略应对。我的建议是 ...

Core Insights - The Jilin Provincial Government has proposed strategies to cultivate and strengthen strategic emerging industries, focusing on sectors such as new energy, new equipment, new materials, new pharmaceuticals, next-generation optoelectronic information, and low-altitude economy [1] Group 1: Strategic Emerging Industries - The plan emphasizes the development of the new energy industry, aiming for leapfrog advancements in green electricity, green hydrogen, hydrogen-based chemicals, and the entire equipment manufacturing supply chain [1] - There is a focus on enhancing the local consumption and export capacity of new energy, with an aim to expand the scale of "green electricity direct connection" [1] Group 2: Key Manufacturing and Innovation Areas - The strategy includes a commitment to key areas such as advanced rail transit equipment, with an emphasis on undertaking national manufacturing industry tasks that are self-controlled [1] - The plan aims to establish a billion-level carbon fiber industry and promote the development of new chemical materials, new energy materials, and bio-based new materials [1] Group 3: Biomedicine and Semiconductor Development - The initiative seeks to elevate the innovation capabilities in biomedicine to the national forefront, supporting high-quality development of innovative drugs and promoting the high-end, domestic, and international growth of the medical device industry [1] - There is a deep involvement in the national semiconductor industry development, focusing on breakthroughs in key core technologies in fields such as industrial mother machines and high-end instruments, with plans to create a major research and manufacturing base for optoelectronic equipment and key components [1] Group 4: Low-altitude Economy - The strategy includes steady development of the low-altitude economy, with continuous optimization of the industrial ecosystem and the formation of a number of mature and replicable scenario models [1]

Core Insights - The city of Lianyungang is focusing on building a talent-rich environment to support its industrial growth, particularly in sectors like petrochemicals, pharmaceuticals, and high-end equipment manufacturing [1][2][3] Group 1: Talent Development - Lianyungang has a total of 750,000 skilled workers, with 220,000 high-skilled workers, leading in Su Bei region with 850 high-skilled workers per 10,000 laborers [1] - The city has implemented a systematic skill training mechanism and established evaluation and incentive systems for skilled workers, facilitating diverse career growth paths [2][3] - Since the 14th Five-Year Plan, 192,000 industrial workers in Lianyungang have obtained vocational skill certificates, with strategic emerging industries accounting for nearly 20% [3] Group 2: Industry Growth and Employment - Lianyungang's petrochemical industry is rapidly developing, with major projects like Shenghong Petrochemical creating over 900 job openings in relevant fields [2] - The wearable armor industry in Donghai County has grown to produce 150 million pairs annually, employing over 50,000 people, showcasing the impact of targeted skill training [4][5] - The city has introduced a tiered subsidy policy for different occupations and skill levels, enhancing the training and retention of skilled workers [3][4] Group 3: Education and Industry Integration - Lianyungang has established partnerships with over 40 medical enterprises to create modern apprenticeship programs, training over 2,600 healthcare professionals in the past three years [6] - The city has developed a skill ecosystem that integrates industry needs, educational resources, and government support, significantly increasing the proportion of students with advanced skills [6][7] - The introduction of the 3.0 version of the talent introduction and training implementation plan aims to enhance the cultivation of high-skilled talent across the city [7] Group 4: Policy Support and Future Outlook - Comprehensive policy support has led to a surge in skilled labor, with the city planning to upgrade its talent development strategies by 2025 [7][8] - The ongoing efforts in skill cultivation are expected to contribute significantly to Lianyungang's high-quality economic development [8]

Core Insights - The article discusses the transformation of the city of Zibo from a "viral city" driven by its barbecue culture to a more sustainable and diversified urban identity, focusing on long-term development strategies rather than short-term trends [2][20]. Group 1: Zibo's Viral Phenomenon - Zibo became a phenomenon in early 2023 due to its barbecue culture, attracting significant attention and visitors [2][5]. - The city has experienced fluctuations in its popularity, with discussions about its status as a "viral city" becoming common [2][6]. - Despite concerns about declining interest, Zibo has maintained a steady flow of visitors during peak seasons, indicating a resilient tourism sector [5][11]. Group 2: Strategic Shift in Development - Zibo's government has shifted its focus from short-term viral trends to long-term industrial and cultural development, emphasizing "new quality productivity" and manufacturing upgrades [2][10]. - The city has established a "high-quality development command" to enhance its cultural and tourism sectors, reflecting a strategic pivot from merely capitalizing on barbecue fame to fostering a broader cultural identity [9][10]. - The local government aims to transform the influx of visitors into sustained interest in the city's diverse offerings, moving beyond the barbecue label [11][12]. Group 3: Economic Impact and Growth - In 2023, Zibo's retail sales of consumer goods increased by 9.6%, with significant growth in the accommodation and catering sectors, indicating a positive economic impact from the viral phenomenon [6][10]. - The city has set ambitious tourism goals, aiming to attract 65 million visitors and achieve over 64 billion yuan in tourism revenue by 2026 [10][18]. - Zibo's industrial transformation is evident, with the contribution of its four key industries rising from 48.9% to 59.8% of the city's industrial output from 2021 to 2024 [17][18]. Group 4: Talent Attraction and Future Prospects - Zibo has implemented policies to attract young talent, successfully bringing in over 40,000 graduates annually, which supports its industrial and economic transformation [18][19]. - The city has established a clear development goal to achieve a GDP of over 700 billion yuan and to join the "trillion GDP club" within the next decade [19][20]. - Zibo's approach to leveraging its viral status as a catalyst for broader economic and cultural development serves as a model for other cities [20][21].

Core Viewpoint - The construction of the industrial steam pipeline network in Zaozhuang High-tech Zone is a significant infrastructure project aimed at promoting high-quality development and optimizing the business environment, which is essential for industrial transformation and upgrading [1][3]. Group 1: Project Overview - The industrial steam pipeline network project is a key initiative to enhance municipal infrastructure and is crucial for the high-quality development of the high-tech zone [4]. - The project aims to address issues such as insufficient heating capacity, unstable operation, and high operational costs, thereby establishing a safe and reliable industrial steam supply system across the zone [3][4]. Group 2: Economic and Environmental Impact - The project will significantly improve the infrastructure capacity of the park, providing a solid guarantee for industrial development and enabling centralized heating to achieve economies of scale [4]. - By replacing decentralized gas-fired small boilers with a centralized steam supply, the project will improve local environmental quality, enhance energy utilization efficiency, and effectively reduce pollutant emissions, contributing to carbon peak and carbon neutrality goals [4]. Group 3: Project Specifications - The project has a total investment of approximately 190 million yuan, with a steam main pipeline length of about 15 kilometers and a designed supply capacity of 150 tons per hour [5]. - The pipeline system will utilize advanced insulation materials and construction techniques to minimize heat loss during steam transmission, and it will be equipped with intelligent monitoring and adjustment devices for real-time monitoring of steam parameters [5].

Group 1 - The core objective of the initiative is to accelerate the construction of a talent pool in Jilin Province to support comprehensive innovation and deepen talent development reforms [1] - The first batch of talent collection focuses on key industries such as new energy and intelligent connected vehicles, new pharmaceuticals, new materials, electronic information, and artificial intelligence [1] - The initiative aims to promote the deep integration of talent and industry, contributing to the development of new productivity in Jilin Province [1]

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - Overall, in Q2 2025, China's GDP growth rate continued to hold steady, showing positive economic data. Sino-US tariff tensions significantly eased, and the effect of front-loading exports was remarkable. The central bank cut interest rates and reserve requirements, and rolled out a package of financial policies to stabilize the economy and expectations. Large - scale investment projects in China commenced, and sentiment in the capital market improved. With the money market interest rate remaining low, but risk appetite rising, government bonds are expected to decline [3][72]. - In the stock market, hotspots rotated. As funds spilled over from the banking sector to other heavy - weighted sectors, the strength of stock indices became differentiated. IH shifted to wide - range fluctuations, while IF, IC, and IM may continue to rise, but attention should be paid to the risk of a rapid correction in the hyped sectors [1][6]. 3. Summary According to Relevant Catalogs 3.1 Stock Index Futures Part 3.1.1 Stock Index Trend Analysis - From late September 2024 to the National Day, the A - share market rose continuously. After the National Day, it opened high and then fell. In November 2024, the market rebounded slightly, and in mid - December, it declined. Around the New Year's Day in 2025, the stock market had three consecutive negative days, and trading volume shrank to 1 trillion. After the Spring Festival, the market rebounded, and trading volume increased to 2 trillion. In March 2025, the market reached a new high of 5755.58 and then quickly fell. On April 7, there was a sharp single - day decline, with the Guozheng A - share Index dropping by 9.29%. After reaching the lowest point of 4820.80 on April 9, the market rebounded. In May, the market rebounded to 5500 and then fluctuated with shrinking volume. In June, stock market fluctuations weakened, and in late June, the stock index rose continuously driven by the banking stocks. In July, it broke through the high point after the sharp rise on September 24, 2024, and trading volume increased to around 2 trillion [4]. - The four major stock indices showed differentiation. In 2025, the Shanghai 50 Index fell in January, rebounded in February, dropped sharply in April, and then rebounded. In July, it reached a new high of 2824.86 but was lower than the high point on September 24, 2024. The CSI 300 Index also reached a new high in July. The CSI 500 Index filled the gap in July after failing to do so in May. The CSI 1000 Index rose rapidly in July and exceeded all high points since September 24, 2024 [5]. 3.1.2 Stock Index Fluctuations and Premium/Discount Situations - In January 2025, stock index fluctuations further decreased, and in February, there was a significant rebound. In March, there was a slight decline, and in April, there were large - scale fluctuations. During the rapid rebound of the Shanghai 50 and CSI 300, the stock index futures of the CSI 500 and CSI 1000 were at a large discount. Fluctuations decreased in May and June, and in July, there was a further rebound. The long - term contracts of IC and IM gradually returned to normal. The premium/discount of the Shanghai 50 Index dropped to within ±5 points, while the far - month contracts of IC had a discount of over 300 points [15]. 3.1.3 Industry Strength and Weakness Transformation - The CSI 300 Index declined in January 2025, rebounded significantly in February, slightly declined in March, had a single - day sharp decline in April, and then quickly rebounded. It fluctuated at a high level in May and June and rose rapidly in July. In terms of reversal intensity, most sectors showed positive trends, with materials having a reversal intensity of up to 13, and pharmaceuticals and industry exceeding 8. Only the public utilities sector declined, with a decline of only 2% [16][19]. 3.1.4 Industry ALPHA Risk - Return - The tracking of ALPHA risk - return statistics shows that the consistency of the CSI 300 sector's trend has increased. The telecommunications and materials sectors have full - cycle ALPHA. The full - cycle ALPHA values are (0.467%, 0.284%, 0.114%; 0.107%, 0.088%, 0.058%). Most sectors' full - cycle ALPHA values are inconsistent, and the ALPHA values of the industrial, optional, and consumer sectors are negative [23]. 3.2 Government Bond Futures Analysis 3.2.1 Economic Steady Recovery - From 2023 to 2025, GDP growth showed fluctuations but generally maintained a certain level. CPI and PPI data indicated that the economy was in a deflationary state, with industrial PPI remaining negative and the year - on - year decline expanding. Industrial added value increased year - on - year, and the cumulative year - on - year growth was relatively stable. The manufacturing PMI and non - manufacturing PMI fluctuated, and the non - manufacturing PMI was more affected by policy changes. Consumption growth was unstable [28][35]. 3.2.2 Slightly Rising Monetary投放 Growth Rate - In 2024 and 2025, the amount of new RMB loans fluctuated greatly. The growth rate of M1 first declined and then increased, indicating that the recovery speed of social hot money accelerated. The growth rate of M2 showed a downward trend. The central bank continuously implemented interest rate cuts and reserve requirement ratio cuts, and the LPR decreased. The yield to maturity of government bonds fluctuated, and the overall trend was downward [43][49]. 3.2.3 Monetary Policy - From 2024 to 2025, the central bank carried out a series of monetary policy operations, including borrowing government bonds, conducting temporary open - market operations, adjusting the LPR, and implementing a package of financial policies in May 2025, which included reducing the reserve requirement ratio, lowering policy interest rates, and increasing the quota of re - loans [50][57].

Group 1 - The core viewpoint emphasizes the importance of industrial restructuring and aggregation for high-quality development in county regions [2][3] - Yiyuan County is focusing on a strategy of "Industrial Strong County" to drive its economic breakthrough, guided by the "Seven Upgrades" and "Eight Greater Breakthroughs" proposed by the county committee [2][17] - The recent high-quality development conferences in Yiyuan highlight the county's commitment to enhancing its cultural tourism and economic development [4][10] Group 2 - Yiyuan County's cultural tourism industry is currently lacking major projects and leading attractions, which hinders its growth compared to other districts [4][7] - In 2023, Zibo received 61.15 million domestic tourists, a year-on-year increase of 67.6%, with tourism revenue reaching 63 billion yuan, up 68.4% [5] - The economic development zone in Yiyuan accounts for 58% of the county's industrial enterprises and 89% of its industrial output value, indicating its critical role in the county's industrial transformation [10][16] Group 3 - The county's tourism output is projected to grow at an annual rate of over 10%, which will significantly boost consumption and the local economy [9] - The "Seven Upgrades" and "Eight Greater Breakthroughs" serve as a top-level design for the socio-economic development of Yiyuan County, focusing on various sectors including rural revitalization and industrial systems [17] - The emphasis on industrial cluster development, particularly in new pharmaceuticals and new materials, is a key strategy for Yiyuan's economic advancement [17][18]