智通财经APP获悉，2月26日，香港创新科技及工业局局长孙东教授在记者会上发言表示，今年《财政预算案》继续紧扣《香港创新科技发展蓝 图》的发展方向和策略，提出多项以创科为驱动、加快发展新质生产力的举措。在完善创科生态圈方面，今年预算案其中一条主线是"人工智能+ （AI+）"发展。过去数年，香港创新科技及工业局完善AI发展布局，为"AI产业化、产业AI化"奠定基础，包括在InnoHK下成立16间相关实验室， 以及推出30亿港元"人工智能资助计划"等。 香港人工智能研发院将于下半年投入运作，进一步支持AI研发及成果转化，并就AI发展的治理框架及规管制度等提供意见。现时香港整体算力已 达到每秒5000千万亿次浮点运算次数（petaFLOPS）。沙岭数据园区将大幅提升香港算力规模，招标结果将于短期内公布。 为了推动AI+发展，在顶层设计方面，香港财政司司长将成立并主持"AI+与产业发展策略委员会"，初期将聚焦生命健康及具身智能。预算案亦将 拨款一亿港元，通过引入领先技术及人才，加速香港政府数智化转型。预算案首次提出全民AI培训这个大方向，香港政府将拨款5000万港元邀请 不同公营机构联同科技企业或大专院校，起动相关工 ...

2月25日，香港特区政府财政司司长陈茂波今日（25日）在立法会发表2026至2027财政年度政府财政预 算案。他表示，国家"十五五"规划建议明确支持香港更好融入和服务国家发展大局，巩固提升香港国际 金融、航运和贸易中心地位，并建设国际创新科技中心和国际高端人才集聚高地。香港可在多个重点领 域发挥作用，包括： （一） 贡献国家现代化产业体系建设、加快高水平科技自立自强。香港的基础科研实力雄厚，在AI、 生命健康科技、金融科技，以及新材料和新能源等领域具备独特优势。同时，作为国际金融中心，香港 会推进"金融+"，善用金融更好服务实体经济与优势产业，并加快推进金融与创科相互赋能，以香港所 长服务国家所需； （二） 积极参与国家扩大高水平对外开放。在"一国两制"下，香港独特的制度优势，加上高效的航 空、航运和物流服务，能促进双向贸易与投资，为企业的"引进来、走出去"担当"超级联系人"和"超级 增值人"角色； （三） 汇聚国际高端人才。香港的世界级大学及国际化环境，有利吸引及汇聚各重点领域的顶尖人才 来港，包括国际科研领军人物。同时，我们会继续投入资源培育本地人才，配合国家推进"教育─科技─ 人才"一体化发展。 此外， ...

李家超称，香港特区政府已在去年底成立全新的内地企业出海专班，主动招揽内地企业利用香港出海， 并透过专班下的跨界别专业服务平台，配对香港的世界级专业服务业，协助出海企业。港府亦善用香港 庞大的经贸网络，成立新的"经贸一站通"，更有系统地帮助香港的中小企及初创企业了解不同市场的脉 搏，开拓海外商机。 在新一年，香港会马力全开，吸引更多高增值产业和高潜力企业落户香港。现届政府在上任后成立的引 进重点企业办公室，三年多以来已吸引102间策略产业的重点企业落户香港，聚焦包括生命健康科技、 人工智能与数据科学、金融科技、先进制造与新能源科技、文化创意等，预计未来数年为香港带来600 亿元总投资，并创造22000个新的高质量职位。 2月24日，香港行政长官李家超在出席香港中华总商会(中总)丙午年春节酒会时表示，香港的经济增长 马步稳健，在2025年香港经济同比增长达到百分之三点五，货品出口和进口总额分别同比上升百分之十 二。香港本地零售市场亦稳步复苏，2025年零售业总销货值回复增长。 李家超指出，香港是国际金融、航运、贸易中心，去年在多项国际排名继续一马当先。香港不但再次在 全球最自由经济体排名蝉联世界第一，世界竞争力亦 ...

产业深度 [table_Header]2026.02.08 四大增长极经济与产业洞察报告（2025）——粤港澳篇 产业研究中心 摘要：聚焦四大增长极之粤港澳 2025 年产业结构，解构产业生态新格局 | [Table_Authors] | 周洪荣(分析师) | | --- | --- | | | 021-23185837 | | | zhouhongrong@gtht.com | | 登记编号 | S0880525040006 | | | 程之佩(研究助理) | | | 021-00000000 | | | chengzhipei@gtht.com | | 登记编号 | S0880125044352 | [Table_Report] 往期回顾 四大增长极经济与产业洞察报告（2025）——京 津冀篇 2026.02.05 AI 时代的热管理革命：从液冷系统看冷却液的发 展趋势 2026.01.27 通航动力产业深度：国产替代，道阻且长——低 空经济系列（九） 2026.01.19 【深度】2026 年 A 股并购市场投资展望 2026.01.08 加速与应用——2025 年全球人工智能技术、政 策、产业与投融资 ...

Group 1 - The core viewpoint of the news is the opening of the Hong Kong park in the Lok Ma Chau Loop, which signifies a significant achievement in the implementation of the Guangdong-Hong Kong-Macao Greater Bay Area development plan and the practical application of the "One Country, Two Systems" principle [1][2] - The Hong Kong park aims to create a world-class platform for industry-academia-research collaboration, establish an internationally competitive industrial pilot transformation base, gather global innovation resources, and serve as a testing ground for institutional and policy innovation [1] - The park will focus on cutting-edge sectors such as life and health technology, artificial intelligence and robotics, new energy, and high-end intelligent manufacturing, with over 60 companies already signed up and moving in [1] Group 2 - The collaboration between Hong Kong and Shenzhen parks is enhanced by the launch of the cross-river bridge project, which will facilitate the movement of researchers and the management of research goods and funding across borders [2] - The Lok Ma Chau Loop serves as a crucial platform for enriching the practical implications of "One Country, Two Systems," supporting Hong Kong's integration into and service for the national development agenda, and promoting high-quality development in the Greater Bay Area [2] - The synergy between the Hong Kong and Shenzhen parks is expected to generate strong momentum and create more possibilities for innovation and growth [2]

Group 1 - The core viewpoint emphasizes the importance of developing a robust innovation and technology industry in Hong Kong to drive high-quality economic growth, leveraging the synergy between finance and technology [1][2] - The Hang Seng Index rose over 700 points, approximately 2.8%, on the first trading day of 2026, marking the best start since 2013, with technology companies being the main drivers of this increase [1] - By the end of 2025, over 400 new economy companies are expected to be listed in Hong Kong, accounting for about 15% of the total number of listed companies, with their market capitalization and trading volume representing around 30% of the overall market [1] Group 2 - The Hong Kong government encourages technology companies to list and establish research centers in the region, aiming to enhance the local innovation ecosystem and industry [2] - The first three buildings of the Hong Kong-Shenzhen Innovation and Technology Park have been completed, with nearly 80% occupancy in two wet laboratories, hosting over 60 local and international enterprises, primarily in artificial intelligence and life sciences [2] - Hong Kong's unique advantages include connecting various innovation ecosystems, facilitating international funding, attracting top research talent, and providing strong support for technology companies to expand globally [2]

Core Viewpoint - The Hong Kong government aims to leverage the strong performance of the Hang Seng Index, particularly driven by technology companies, to foster a robust innovation and technology ecosystem, promoting high-quality economic development [1]. Group 1: Market Performance - On the first trading day of 2026, the Hang Seng Index rose over 700 points, an increase of approximately 2.8%, marking the best start since 2013 [1]. - The Hang Seng Technology Index increased by 4%, with multiple artificial intelligence-related stocks continuing to attract investor interest [1]. Group 2: New Economy Companies - By the end of 2025, over 400 new economy companies are expected to be listed in Hong Kong, accounting for about 15% of the total number of listed companies, with a market capitalization and trading volume representing around 30% of the overall market [1]. - The government encourages these companies to establish research centers and advanced manufacturing facilities in Hong Kong, leveraging local research capabilities and international talent [1]. Group 3: Collaborative Initiatives - The Hong Kong Digital Port and Jiangsu Province have jointly established the "Hong Kong Jiangsu Innovation Center" to promote a model of "R&D in Hong Kong, application in Jiangsu," facilitating collaborative development between the two regions [2]. - The establishment of the National (Zhongguancun) Torch Innovation Academy's Hong Kong branch aims to enhance talent cultivation and enterprise incubation between Beijing and Hong Kong [1][2]. Group 4: Infrastructure Development - The first three buildings of the Hong Kong-Shenzhen Innovation and Technology Park have been completed, with nearly 80% occupancy in two wet laboratories, hosting over 60 local and international enterprises [2]. - Approximately half of these enterprises are in artificial intelligence and data science, while around 40% are in life and health technology [2].

Core Viewpoint - The opening of the Hong Kong Park of the Hong Kong-Shenzhen Innovation and Technology Cooperation Zone marks a new stage in collaborative development between Hong Kong and Shenzhen, aiming to attract global innovation resources and become a world-class innovation platform [1][3]. Group 1: Overview of the Cooperation Zone - The Hong Kong-Shenzhen Innovation and Technology Cooperation Zone is part of China's "14th Five-Year Plan" and covers an area of approximately 3.89 square kilometers, structured under the concept of "one river, two banks, one area, two parks" [3]. - The cooperation zone consists of two parks: one in Shenzhen, known for its strong manufacturing capabilities, and one in Hong Kong, which focuses on life sciences, artificial intelligence, and robotics [3][4]. Group 2: Infrastructure and Mechanisms - Hong Kong and Shenzhen have established specific solutions for cross-border data flow and biological sample logistics, along with a regular meeting and coordination mechanism to ensure rapid decision-making and policy innovation [4]. - The initiation of the cross-river bridge project symbolizes the physical and collaborative connection between the two parks, facilitating the free flow of talent, capital, data, and materials [4]. Group 3: Initial Attraction and Future Prospects - Over 60 companies and institutions from mainland China, Hong Kong, and overseas have signed leases to move into the Hong Kong Park, covering sectors such as life sciences, microelectronics, new energy, and artificial intelligence [6]. - The Shenzhen Park is also attracting several Fortune 500 R&D centers and Hong Kong academic institutions, which will enhance shared facilities and reduce R&D costs for teams in Hong Kong [6]. - The cooperation zone has established a collaborative development mechanism, with expectations for continuous improvement of infrastructure and the influx of leading global research institutions and enterprises [6].

Group 1 - The Hong Kong Special Administrative Region government reported significant growth in the innovation and technology ecosystem in 2025, with the "Shenzhen-Hong Kong-Guangzhou" cluster ranking first globally in the World Intellectual Property Organization's Global Innovation Index [1] - The Hong Kong Park of the Hong Kong-Shenzhen Innovation and Technology Cooperation Zone officially opened on December 22, 2025, attracting domestic and international enterprises and talent [3] - The Innovation and Technology Bureau announced the "New Tin Technology City Development Plan," focusing on developing six key innovation and technology industries, including life and health technology, artificial intelligence, and microelectronics [3] Group 2 - The Cyberport Artificial Intelligence Supercomputing Center has been operational for a year, enhancing computing power to 3000 PFLOPS [4] - The Legislative Council approved a funding of HKD 1 billion for the establishment of the Hong Kong Artificial Intelligence Research Institute, aimed at promoting upstream AI research and downstream application scenarios [4] - The Innovation and Technology Bureau has supported nearly 120 new smart production lines and over 500 potential or leading innovation and technology companies interested in developing or expanding their business in Hong Kong [4]

Core Insights - The opening of the Hong Kong section of the He Tao Shenzhen-Hong Kong Science and Technology Innovation Cooperation Zone marks a significant milestone for Hong Kong's innovation and technology development [2] - The Hong Kong government aims to establish the He Tao Hong Kong Park as a world-class platform for industry-academia-research collaboration and a hub for global innovation resources [2] Group 1: Park Overview - The He Tao Shenzhen-Hong Kong Science and Technology Innovation Cooperation Zone spans approximately 3.89 square kilometers, with the Hong Kong section covering 0.87 square kilometers [3] - The park will focus on cutting-edge technology fields such as life and health sciences, artificial intelligence and robotics, new energy, and high-end intelligent manufacturing [3] - Over 60 companies have signed agreements to settle in the park, including leading firms in their respective fields [3] Group 2: Strategic Advantages - The unique location of the park allows for deep collaboration between Hong Kong and Shenzhen, making it an ideal platform for companies to expand internationally [4] - More than 60% of the companies entering the park are from mainland China, while about 25% are from overseas, indicating a strong interest in leveraging Hong Kong as a gateway to the Greater Bay Area and mainland markets [4] - The park benefits from the "One Country, Two Systems" policy, facilitating cross-border flows of data, talent, and capital [4] Group 3: Development Goals - The cooperation zone aims to enhance the efficient flow of innovative elements between the two parks, contributing to the development of the Greater Bay Area [5] - By 2030, the He Tao Hong Kong Park is expected to establish a high-efficiency innovation collaboration mechanism with the Shenzhen Park [6] - The park is projected to become a globally competitive industrial pilot transformation base by 2035, integrating with advanced manufacturing systems in the Greater Bay Area [6] Group 4: Institutional Framework - The establishment of the He Tao Hong Kong Park complements Hong Kong's existing innovation landscape, which includes three major innovation parks and five research institutions [7] - The park's development aligns with the recently announced New Tin Technology City innovation and technology industry development plan, reinforcing Hong Kong's position as an international innovation and technology center [7]