（来源：北京商报） 近期，多个省份陆续公布地方版"十五五"规划建议，勾勒新质生产力培育、产业创新图景。当人工智 能、低空经济、商业航天渗透到千家万户，未来产业已成为各省"十五五"规划的"必争赛道"。未来产业 作为现代化产业体系的重要组成，以其前瞻性、引领性、颠覆性等特点，成为培育新质生产力的重要抓 手。从广东的"AI+机器人"、浙江的低空经济，到海南"种业+深海+航天"等特色布局，各地立足资源禀 赋与产业基础，走出差异化发展路径，推动未来产业从概念落地为区域经济增长极。 赛道选择：从独特优势到产业胜势 聚焦人工智能、量子科技、生物制造等前沿领域，各地纷纷前瞻布局重大项目，推动科技创新与产业创 新深度融合。比如北京提出培育全球领先的人工智能产业生态，加强高端芯片、基础软件等关键核心技 术攻关；浙江着力打造新兴支柱产业，加快人工智能、航空航天、低空经济、生物医药等产业集群发 展；广东更是明确将"人工智能+机器人"打造成为高技术、高成长、大体量的产业集群，锻造更多万亿 元级、千亿元级产业集群。 辽宁社会科学院副院长、研究员张万强对此表示，当前，以数字经济、人工智能为代表的新一轮科技革 命、产业革命加速推进，前沿技术 ...

人民财讯12月30日电，12月30日，随着核心设备回旋加速器成功出束，由中广核同位素科技(绵阳)有限 公司投资建设的中能回旋加速器生产医用同位素基地，在四川绵阳正式竣工并启动试生产，构建起覆盖 锗-68、锗镓发生器、铜-64、锆-89、碘-123等多种关键医用同位素的工程化、批量化自主生产能力。 ...

人民财讯12月29日电，中共甘肃省委关于制定国民经济和社会发展第十五个五年规划的建议发布。其中 提到，加快培育未来产业。实施未来产业创新发展行动，绘制未来产业发展图谱，建立未来产业投入增 长和风险分担机制，探索多元技术路线、典型应用场景、可行商业模式，培育未来制造、未来信息、未 来能源、未来材料、未来空间、未来健康等产业。继续推进钍基熔盐堆项目建设，强化关键装备、关键 材料配套，加快核技术应用等关联产业发展。发展量子测量、量子通信、量子计算等业态，培育孵化量 子科技产业和初创企业。面向智能制造、智慧物流、安全应急等领域，加强特种机器人研发制造，推动 制造业、服务业多场景示范应用。瞄准医疗、康复等应用方向，推动脑机接口技术研发和产业化。聚焦 生物农业、生物材料等领域，推动生物制造产业向中端壮大、向高端突破。 ...

格隆汇12月23日丨沃尔核材(002130.SZ)在投资者互动平台表示，公司暂不涉及可控核核聚变领域。 ...

来源丨深蓝财经 "十五五"即将到来，未来产业正在成为地方竞逐的新赛道。在低空经济、新材料、新能源等前沿领域， 作为中国战略腹地的四川是否仍然蕴藏着被市场低估的结构性机会？ 12月18日至19日，来自北京、上海、广州、深圳及四川本土的 20 家全国财经自媒体组成调研团，走进 成都高新区与乐山，深入科研机构、科技企业与产业项目一线，试图在真实的产业现场中，寻找中国下 一条增长曲线的线索。 在不少财经大V看来，从太空 AI 卫星到地震预警系统，这两处调研点位呈现出一个共同特征，那就是 成都在多项关键硬科技方向上，已不再只是应用端的承接者，而是直接参与到全球技术体系的构建之 中。成都正在以少数城市才能具备的技术密度，持续输出面向未来的创新能力。 当天下午，调研行转赴乐山，首先走进永利厂旧址。作为国家工业遗产，这里不仅是新中国第一号发 明"侯氏碱法"的诞生地，也是中国化工产业发展的重要见证。而绿色化工，正是乐山当前聚力打造的两 大千亿级产业集群之一。 福华通达化学股份公司是当地有名的绿色化工龙头企业，自2016年开始，该公司连续数年位列世界农化 20强，其生产的草甘膦原药被工信部认定为"单项冠军产品"。多位财经自媒体在 ...

Group 1 - The mechanical sector has shown strong performance in 2025, with the Shenwan Mechanical Equipment Index rising by 36.11%, outperforming the Shanghai Composite Index by 19.74 percentage points and the Shenzhen Component Index by 8.78 percentage points [4][16][19] - In the first three quarters of 2025, the mechanical industry reported revenues of 15,135.34 billion yuan, a year-on-year increase of 7.35%, and a net profit attributable to shareholders of 1,080.76 billion yuan, up 16.80% year-on-year [4][22][27] - The public fund allocation ratio for the mechanical equipment sector increased by 0.25 percentage points in Q3 2025 compared to Q3 2024, indicating improved fundamentals and positive policy impacts [29] Group 2 - The equipment manufacturing industry has maintained export resilience, with significant growth in new overseas markets. From January to October 2025, the export delivery value of general equipment, specialized equipment, and transportation equipment reached 6,173.20 billion yuan, 5,319.30 billion yuan, and 4,124 billion yuan respectively, with year-on-year growth rates of 5.5%, 9.3%, and 24.20% [5][33][36] - The overseas sales of engineering machinery continued to grow, with a year-on-year increase of 11.84% in export value from January to October 2025, driven by technological innovation and diversified market strategies [37][41] - The motorcycle industry has established a strong competitive advantage in overseas markets, with exports reaching 1,101.85 million units and 7.278 billion USD in value from January to October 2025, reflecting a year-on-year increase of 22.28% and 28.2% respectively [42][43] Group 3 - The emergence of new manufacturing scenarios signifies a profound transformation from "single technology upgrades" to "systematic ecological restructuring," enhancing production efficiency, product quality, and innovation capabilities [5][46] - Human-shaped robots are expected to address customization challenges in traditional manufacturing, with a market space projected to expand significantly as they transition from industrial applications to household use [47][54] - The intelligent logistics equipment market in China is expected to grow rapidly, with a projected market size of 1,261 billion yuan in 2025, driven by advancements in IoT and AI technologies [64][72]

晨会 hyzqdatemark 2025 年 12 月 15 日 投资要点： 证券研究报告 源引金融活水 润泽中华大地 重点企业，包括凯大催化、利通科技等。本周北交所科技成长股股价涨跌幅中值 +1.70%。 风险提示：宏观经济环境变动风险、市场竞争风险、资料统计误差风险 公用环保 BEST 项目招投标密集公示 关注核聚变供应链发展——大能源行业 2025 年第 50 周周报：2025 年四季度以来，核聚变领域国内重点项目——合肥 BEST 项 目招标规模放量明显：2025Q4 至今单季度招标规模达到约 26.2 亿元，较 2025Q3 招标规模约 6.2 亿元、2025Q2 中标规模 0.52 亿元、2025Q1 中标规模 2.63 亿元等 数据明显放量。招标类型方面，低温系统、磁体电源、ECRH 回旋管、超导线等招 标规模占据较大比重。随着本周（12 月 8 日-12 日）聚变新能发布 11 月多项较大 规模招标项目中标候选人公示，资本市场对核聚变关注度进一步上升。我们认为， 在2027年建成这一目标下，当前合肥BEST项目正逐渐迎来招投标及建设加速阶段， 后续招标规模有望进一步放大。随着中标结果发布，核聚 ...

Core Viewpoint - The company has not participated in the Anhui controllable nuclear fusion project [1] Group 1 - The company,沃尔核材, confirmed its non-involvement in the Anhui controllable nuclear fusion project on the investor interaction platform [1]

Core Insights - The Chinese nuclear technology application industry is transitioning from a "follower" to a "leader" position, with significant advancements in key isotopes and domestic medical equipment [1][2] - The market for radioactive drugs is projected to grow from 9.3 billion yuan in 2025 to 26 billion yuan by 2030, indicating strong growth potential [3][4] Industry Developments - The successful domestic production of Lu-177 isotope marks a significant milestone, enabling targeted therapies for prostate cancer and neuroendocrine tumors, with annual production capacity meeting domestic demand [2][3] - Over 90 types of radiation therapy equipment have been approved for market, with domestic brands accounting for over 70% of the market share, reducing reliance on imports [2][3] Market Potential - The radioactive drug market is expected to grow significantly, with projections indicating a rise from 9.3 billion yuan in 2025 to 26 billion yuan by 2030 [3] - Nuclear technology applications are expanding beyond healthcare into industrial and agricultural sectors, driving modernization and growth [3] Policy and Support - The "Three-Year Action Plan for High-Quality Development of the Nuclear Technology Application Industry (2024-2026)" aims for an annual economic output of 400 billion yuan by 2026, supported by legal frameworks and national research facilities [4] - The establishment of a national-level isotope supply base is part of the strategy to enhance supply chain resilience and reduce dependency on single sources [7][8] Challenges and Solutions - The industry faces challenges such as single-point dependency risks for key isotopes and insufficient supply chain elasticity, which could impact stability in nuclear medicine and industrial applications [5][6] - A "Strong Chain Action Plan" has been initiated to address these challenges, focusing on collaborative efforts among state-owned enterprises, research institutions, and private companies to enhance the entire industry chain [7][8] Future Outlook - The nuclear technology application industry is expected to maintain a compound annual growth rate of over 10%, with a target output of 600 billion yuan by the end of the 14th Five-Year Plan [7] - The integration of nuclear technology with AI and new materials is anticipated to create significant new value, potentially exceeding 100 billion yuan during the 14th Five-Year Plan period [8]

Core Insights - The Chinese nuclear technology application industry is transitioning from a "follower" to a "leader" position, particularly in the nuclear medical field, with significant advancements in the supply of key isotopes and domestic market share of radiation therapy equipment [1][2][3] - The market for radioactive drugs is projected to grow from 9.3 billion yuan in 2025 to 26 billion yuan by 2030, indicating strong growth potential in the nuclear medical sector [3] - The "Nuclear Technology Application Industry High-Quality Development Three-Year Action Plan (2024-2026)" aims for the industry to achieve a direct economic output of 400 billion yuan by 2026, with a target of 600 billion yuan by the end of the 14th Five-Year Plan [3][5] Achievements - The successful production of Lu-177 isotope by Qinshan Nuclear Power, which is expected to meet domestic market needs for targeted cancer therapies, marks a significant milestone in self-sufficient isotope supply [1][4] - Over 90 radiation therapy devices have been approved for market use by the National Medical Products Administration, with more than 70% being domestic brands, reducing reliance on imports [2] - The development pipeline for new radioactive drugs has accelerated, with over 200 candidates entering clinical trials, enhancing treatment options for cancer [2] Challenges - The industry faces risks related to single-point dependency on key isotopes and insufficient elasticity in the supply chain, which could jeopardize stability in nuclear medicine and industrial applications [4] - There is a lack of understanding among small and medium enterprises regarding national support policies, leading to difficulties in seizing development opportunities [4] - Issues such as insufficient investment in basic research, weak pilot testing for technology transfer, and imbalanced regional development are hindering overall industry progress [4] Strategic Initiatives - The "Strong Chain Action Plan" was launched to address existing challenges and promote a systematic upgrade of the nuclear technology application industry, involving collaboration among state-owned enterprises, research institutions, and private companies [5][6] - The plan emphasizes a collaborative approach to enhance the entire industry chain, ensuring the stability of domestic isotope supply and fostering innovation through cross-sector integration [6] - The initiative aims to create industrial clusters in key regions to address developmental imbalances and stimulate growth across the industry [6]