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图说金融:新型政策性金融工具资金开始投放
Zhong Xin Qi Huo· 2025-10-09 11:34
风险提示:仅作为数据展示,不构成策略建议 | 截至10月8日5000亿新型政策性金融工具投放情况 | | | | | | --- | --- | --- | --- | --- | | 省/市 | 获批时间 获批项目 | 新型政策性金融工具金额(亿元) | 项目总投资(亿元) | 占总投资比例 | | 江苏无锡 | 9月29日 无锡至宜兴城际轨道交通工程 | 31.99 | | | | 江苏苏州 | 9月29日 -- | 3. 84 | | | | 江苏太仓 | 9月29日 太仓市自来水有限公司扩建增压站工程项目 | 0. 2076 | 2. 0766 | 10% | | 江苏泰兴 | 9月29-30日 惠尔信机械的风电智能成套装备研发制造项目 | 1. 17 | | | | 海南三亚 | 9月29日 三亚市天涯区节水能力提升工程(一期)项目 | | | | | 浙江街州 | 9月29日 衢州-巨化产城融合一体化项目 | 6. 3 | | | | 山东烟台 | 9月29日 核电、长输供热管网等四个重点项目 | 获批10.68亿(29日已放款2.55亿) | | | | 广西 | 9月30日 广西能源集团白龙核 ...
创业到湾区:双“三角循环”中的创新策源地
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-28 14:13
(原标题:创业到湾区:双"三角循环"中的创新策源地) 南方财经记者吴蓉 赵晓晨 佛山报道 创业大赛的赛场,既是梦想家的舞台,也是新质生产力的孕育之地。 9月27日在佛山闭幕的粤港澳大湾区创业大赛决赛上,当医克生物同时抱回特等奖和川商基金9000万元的意向投资时,中国创新药将再添一分全球 竞争力;当横乐科技在路演结束后收到多家医院发出的介入机器人订单意向时,又一个 "实验室技术"向"临床应用"跨越的关键节点被打通;当清 华大学-剑桥大学-麻省理工学院未来交通研究中心主任吴建平在赛后马不停蹄赶往广州考察车企时,智能网联新能源汽车的创新,或许就有了更 多可能。 这些鲜活案例,是粤港澳大湾区迈向全球科技创新高地和新兴产业重要策源地的生动注脚。 当前,我国在经济高质量发展中强调,要加快形成教育、科技、人才"三位一体"协同高效运行机制。来自全球的顶尖创新人才,带着最硬核的科 技成果齐聚粤港澳大湾区,与中国开放程度最高、经济活力最强的区域之一相互碰撞,既是一场对人才的成就,也是一次对区域发展的推动—— 大湾区得以强化创新策源能力,不仅能"量产"创新企业,更能持续孕育颠覆性的技术范式与产业形态。 这背后,"孔雀为何东南飞"也 ...
“数字信用标签”来了
Ren Min Ri Bao Hai Wai Ban· 2025-09-26 03:50
Core Viewpoint - The National Market Supervision Administration has issued guidelines to accelerate the digitalization of quality certification, leveraging AI and big data to enhance the credibility of agricultural products, smart products, and digital services [1][2]. Group 1: Goals and Timeline - The guidelines set specific goals in two phases: by 2030, to improve the top-level institutional design for quality certification digitalization and establish digital evaluation rules; by 2035, to fully develop a clear and innovative quality certification digital technology system [2]. Group 2: Focus Industries - The digital certification will initially focus on industries such as industrial internet, smart manufacturing, green low-carbon initiatives, and industrial software, promoting the transition from traditional to smart and green manufacturing [3]. - In agriculture, the guidelines encourage integrating quality certification into smart farms and fisheries, enhancing intelligent perception, precise control, and full-chain traceability management [3]. - The service sector will also be targeted, with a focus on creating a systematic service certification support system for education, healthcare, elderly care, smart cities, digital communities, and fintech [3]. Group 3: Consumer Experience - The ultimate goal of digital quality certification is to make trust transmission more efficient and consumer choices simpler, allowing consumers to scan a QR code to access comprehensive information about a product's supply chain [4]. - This system aims to eliminate concerns about product origins and quality, providing transparency through a single code that reveals all relevant information [4].
促进金砖国家间经贸合作 这份报告含金量满满
Mei Ri Shang Bao· 2025-09-25 23:25
商报讯(记者 杨伊琳)昨天,2025年金砖国家特殊经济区对话会在杭州大会展中心举行。作为金砖国 家特殊经济区中国合作中心落地杭州后的首次大型跨区域交流活动,本次对话会集中发布两大专业报 告,为金砖国家特殊经济区合作提供"路线图",推动各国在数字贸易、产业协同等领域深化务实合作。 报告发布后,现场同步推进多项合作举措。4个金砖国家合作项目集中签约,涵盖教育共建、产业基 金、生产线融资、数字经济联盟等领域;"人工智能产业合作与发展杭州倡议""人工智能国际合作服务 联盟倡议"同步发起,吸引阿里云、杭州天谷信息等10余家企业参与,将推动人工智能技术在金砖国家 特殊经济区落地应用。 据了解,本次对话会覆盖13个金砖国家,70余位重要外宾及120余家企业代表参会。后续,金砖国家特 殊经济区中国合作中心还将通过企业路演、精准对接会等形式,推动报告成果转化,助力金砖国家特殊 经济区实现协同发展、互利共赢。 当天,国际贸易中心(ITC)与浙江省商务厅分别发布《金砖国家电子提单报告2025》与《金砖国家特 殊经济区经贸合作发展报告(2025)》。其中,《金砖国家特殊经济区经贸合作发展报告(2025)》成 为焦点,首次明确金砖国家 ...
上海杨浦:百强企业区级税收总量四年增长109%
Shang Hai Zheng Quan Bao· 2025-09-25 09:58
来源:上海证券报·中国证券网 薛侃表示,五年来,杨浦区在推进创新发展再出发中激活创新动能、壮大发展实力。 在增强科技创新策源力方面,杨浦区一手抓原始创新,持续深化与高校院所合作,为其提供必要的空间 载体、人才服务、政策匹配,助力建设基础研究先行区和原始创新高地;另一手抓科技成果转化,与各 创新主体紧密携手,共建了一批产学研用协同创新平台,催生出了一大批高能级科技成果。"十四五"以 来,有18项国家科学技术奖和超四成市级科学技术奖在杨浦产生。 在提升创新产业竞争力方面,杨浦区着力构建以数字经济为核心主导,"人工智能+""互联网+"为两个重 点方向,在线新经济、智能制造、创意设计三大千亿级产业集群,科技服务、人工智能、生命健康、绿 色低碳四大新兴产业的"1+2+3+4"创新型现代化产业体系。如今,互联网"大厂""独角兽""专精特新"小 巨人等一大批数字经济企业在杨浦链式集聚、拔节生长。 上证报中国证券网讯(记者 严曦梦)9月25日,上海市政府新闻办举行"实干绘答卷 接力新蓝图"上 海"十四五"规划成果系列新闻发布会杨浦区专场。上海市杨浦区委书记薛侃表示,"十四五"以来,杨浦 区全力做好人民城市新实践、创新发展再出 ...
李迅雷专栏 | 决定股市上涨的动力是什么
中泰证券资管· 2025-09-24 11:33
Core Viewpoint - The current stock market rally is primarily driven by capital inflow and valuation enhancement due to declining interest rates, with a notable increase in retail investor participation [3][4][5] Group 1: Market Dynamics - The recent stock market increase has seen a rise of over 1000 points, yet the overall market valuation remains reasonable without signs of a bubble [3][4] - A-shares financing balance has surpassed the peak levels of 2015, but the proportion of financing balance to circulating market value is significantly lower than in 2015, indicating a more stable market environment [8][9] - The average price-to-earnings (P/E) ratio for major indices like the Shanghai Composite and CSI 300 remains within a rational range, with the CSI 300's P/E at approximately 14 times compared to 29 times for the S&P 500 [13][14] Group 2: Growth and Earnings - Sustained market growth relies on continuous corporate earnings growth, with A-share companies' net profit growth averaging only 2.5% for the first half of 2025, raising concerns about future market momentum [21][17] - The net profit of A-share companies reached 2.99 trillion yuan in the first half of 2025, marking a 2.5% increase from the previous year, with significant growth in sectors like advanced manufacturing and digital economy [20][21] Group 3: Policy and Future Outlook - The Chinese government is expected to continue implementing supportive macroeconomic policies in the fourth quarter and into 2025 to bolster market confidence [4][39] - The market is currently in a more rational state compared to previous years, with a focus on structural opportunities rather than speculative bubbles [23][12] Group 4: Investment Strategy - The ongoing trend of declining interest rates is likely to continue, making equities with high dividend yields and low volatility attractive to investors [9][28] - Diversification across various asset classes, including A-shares, Hong Kong stocks, bonds, and commodities, is recommended to mitigate risks associated with market volatility [31][28]
决定股市上涨的动力是什么
李迅雷金融与投资· 2025-09-19 04:09
Core Viewpoint - The current stock market rally is primarily driven by capital inflow and valuation enhancement due to declining interest rates, with a notable increase in personal investor participation [3][10][27]. Group 1: Market Dynamics - The recent stock market increase has seen a rise of over 1000 points, yet the overall market valuation remains reasonable without signs of a bubble [3][10]. - A-shares financing balance has surpassed the peak levels of 2015, but the proportion of financing balance to circulating market value is significantly lower than in 2015, indicating a more stable market environment [3][13]. - The average P/E ratio of the CSI 300 index is around 14 times, compared to 29 times for the S&P 500 and 41 times for the Nasdaq, suggesting that A-shares are still reasonably valued [18][20]. Group 2: Growth and Earnings - The growth potential of the market is contingent on sustained corporate earnings growth, with A-share companies' net profit growth averaging only 2.5% in the first half of 2025 [27]. - The net profit of A-share companies for the first half of 2025 reached 2.99 trillion yuan, marking a 2.5% increase compared to the same period in 2024, with significant growth in sectors like advanced manufacturing and digital economy [25][27]. - The market's rebound is influenced by the decline in deposit rates, which enhances valuations, but long-term bullish trends require continuous earnings growth [27]. Group 3: Policy and Market Sentiment - The Chinese government aims to enhance the attractiveness and inclusivity of the capital market, which is expected to support a stable upward trend in the market [8][9]. - There are numerous policy tools available to support the market, and a cautious optimism is advised as the market is not expected to experience extreme fluctuations [6][42]. - The current market environment differs from previous years, with a shift from an expanding to a contracting balance sheet for households, which limits the potential for excessive market bubbles [5][43]. Group 4: Investment Strategy - The A-share market is characterized by rationality, with significant differentiation in returns among actively managed equity funds, highlighting the importance of underlying asset selection [28]. - A diversified investment strategy across various markets, including A-shares, Hong Kong stocks, bonds, and commodities, is recommended to mitigate risks associated with market volatility [34][37]. - The ongoing advancements in technology, particularly in AI, present significant growth opportunities, but investors should remain cautious and avoid speculative narratives [38][39].
今年前8个月北京地区进出口突破2万亿元
Yang Shi Xin Wen· 2025-09-17 10:10
Core Insights - Beijing's import and export volume reached 2.11 trillion yuan in the first eight months of the year, with exports at 406.23 billion yuan, marking a 1.7% increase and setting a historical record for the same period [1][3] Group 1: Export Performance - In August, Beijing's export scale remained above 50 billion yuan, with significant growth in automotive parts (23.9%) and flat panel display modules (201.1%), contributing to a 2.4 percentage point increase in monthly export growth [3] - In the first eight months, private enterprises in Beijing reported an import and export volume of 288.97 billion yuan, a 4.7% increase, accounting for 13.7% of the total regional import and export value, up 2.2 percentage points from the previous year [3] - Exports to countries involved in the Belt and Road Initiative reached 1.26 trillion yuan, making up 59.8% of the total regional import and export value, with major trading partners being the EU and ASEAN [3] Group 2: Sectoral Growth - The advanced manufacturing sector in Beijing has shown new momentum, with notable increases in exports of automotive manufacturing, information technology, healthcare, and green low-carbon products [5] - In the first eight months, automotive exports reached 16.78 billion yuan, a 31.2% increase, while integrated circuit exports were 16.77 billion yuan, up 5.6% [5] - Exports of photovoltaic products and wind turbine generators surged by 261.8% and 22.5%, respectively, contributing to a combined export value of 2.38 billion yuan and 2.29 billion yuan [5] Group 3: Open Platform Development - The construction of open platforms in Beijing has been continuously promoted, with stable growth in exports from the Beijing Free Trade Zone, Yizhuang Economic Development Zone, Zhongguancun Innovation Demonstration Zone, and Tianzhu Comprehensive Bonded Zone [5] - Exports from these zones were 58.62 billion yuan, 43.84 billion yuan, 14.52 billion yuan, and 3.11 billion yuan, reflecting growth rates of 2.2%, 19.1%, 3.7%, and 34.4%, respectively [5] Group 4: Emerging Markets - Beijing's exports to emerging markets such as Latin America, Africa, and Central Asia have deepened, with export values of 32.67 billion yuan, 29.48 billion yuan, and 8.7 billion yuan, showing growth rates of 15.2%, 19.5%, and 84.5% [5]
民企奋进自贸港:相向而行,蓬勃发展
Zhong Guo Xin Wen Wang· 2025-09-15 03:26
Core Viewpoint - The development prospects for the private economy in the Hainan Free Trade Port are broad and promising, with significant opportunities for private enterprises and entrepreneurs to thrive as the port construction progresses [1]. Group 1: Private Enterprises in Hainan - As of June 30, 2023, there are 360.44 million private business entities in Hainan, accounting for 97.54% of the province's total business entities, with 937,200 private enterprises contributing nearly 60% of the GDP and about 90% of employment [2]. - Private enterprises are seen as a crucial driving force in the construction of the Hainan Free Trade Port, enhancing overall strength, innovation capability, and market competitiveness [2]. Group 2: Legislative Support for Private Economy - The "Several Provisions on Promoting the Development of the Private Economy in Hainan Free Trade Port" was implemented on July 30, 2023, aimed at optimizing the development environment for private enterprises and ensuring fair market competition [3]. - This legislation is the first local regulation following the national "Private Economy Promotion Law" and consists of 29 articles focusing on fair competition, policy empowerment, and financial support [3]. Group 3: Policy Empowerment for Private Economy - The provisions encourage private economic organizations to participate in key industries such as tourism, modern services, high-tech industries, and tropical agriculture, and to engage in significant project construction [4]. - The regulations also support technological innovation, urging private enterprises to increase R&D investment in strategic emerging industries and establish mechanisms for collaboration with research institutions [4]. Group 4: Internationalization and Trade Support - The provisions require relevant departments to enhance service and regulatory collaboration, providing one-stop services for cross-border trade and investment, and supporting private enterprises in international expansion [5]. - Hainan's policies, including "zero tariffs" and "low tax rates," are expected to reduce corporate tax burdens and investment costs, thereby attracting more investors [6].
2025江苏-新加坡技术创新合作对接会举行
Xin Hua Ri Bao· 2025-09-13 23:40
Group 1 - The 2025 Jiangsu-Singapore Technology Innovation Cooperation Conference was held in Nanjing, focusing on green cities and life health technology fields to promote collaboration between Jiangsu and Singapore [1] - Over 100 representatives and experts from government agencies, universities, and technology companies from Jiangsu and Singapore attended the conference [1] - The Industrial Organic Wastewater Treatment and Resource Utilization Collaborative Innovation Center project, co-led by Nanjing Yangtze River Ecological Civilization Innovation Center and Nanyang Technological University, is highlighted as a flagship project of Sino-Singapore technology innovation cooperation [1] Group 2 - Jiangsu has implemented joint funding mechanisms for industrial research and development with innovative countries like Singapore and Norway, establishing several international innovation cooperation platforms [2] - Since 2021, Jiangsu's Provincial Department of Science and Technology and the Singapore Enterprise Development Board have signed two memorandums of understanding to jointly implement industrial innovation cooperation plans, focusing on green low-carbon, biomedicine, and advanced manufacturing [2] - More than 20 joint research projects have been supported by both parties, with the fourth round of cooperation projects currently being solicited [2]