（来源：经济日报） 2月25日，山东青岛海西湾船舶与海洋工程产业基地，生产一派繁忙景象。 俞方平摄（中经视觉） 转自：经济日报 ...

2月25日，2026年广州市高质量发展大会以视频形式公布了重大签约项目清单，共签约57个重大项目， 协议投资总额1305亿元，涵盖智能装备与机器人、人工智能、新能源与新型储能等21个产业领域。 制造业立市，巩固特色优势产业 在57个重大签约项目中，制造业中投资百亿级项目就有4个，彰显出广州坚持产业第一、制造业立市， 推动"两业融合""两化转型"，促进产业蝶变、底座夯实、结构优化，做强全国先进制造业基地的决心与 魄力。 其中，广州市南沙区人民政府、中船黄埔文冲船舶有限公司、广船国际有限公司计划投资中船集团系列 项目，项目计划总投资100亿元，着力巩固广州船舶与海洋工程产业优势；黄埔AI芯片高端集成电路载 板项目与黄埔AI算力高端印制电路板项目计划总投资分别为100亿元，将落地黄埔区，带动半导体与集 成电路产业再上一层楼；增城高端纺织智造产业园项目则将进一步推动时尚消费品行业向"数智化"转 型。 在此次签约项目清单中，广州科学布局现代服务业发展。 现代金融方面，广州市天河区人民政府携手广东省战略性新兴产业投资引导基金有限责任公司，计划投 资广东省战略性新兴产业投资引导基金公司项目，计划总投资500亿元，致力于形成 ...

Group 1 - The core viewpoint of the news is the release of the "Guangzhou Plan for Accelerating the Construction of a Strong Advanced Manufacturing City (2024-2035)", which aims to double the industrial added value by 2035 and establish Guangzhou as a globally competitive advanced manufacturing hub [1][2] - By 2030, Guangzhou plans to build several world-class advanced manufacturing clusters and achieve significant breakthroughs in key core technologies, positioning itself at the high end of the global value chain [1][2] - The plan outlines four strategic positions for Guangzhou's advanced manufacturing development: a world-class advanced manufacturing base, a global manufacturing innovation center, a benchmark city for digital-physical integration, and a model city for new-type industrialization [1][2] Group 2 - The plan specifies development directions for emerging pillar industries, including the intelligent connected new energy vehicle sector, which aims to reach a trillion-level scale by 2035, establishing Guangzhou as a "Smart Car City" [2] - In the ultra-high-definition and new display sector, the industry scale is projected to reach 300 billion by 2035, while the intelligent equipment and robotics sector is also expected to achieve a scale of 300 billion [2] - The plan emphasizes the introduction and cultivation of leading enterprises in the semiconductor and integrated circuit fields, as well as the development of key aerospace bases in the low-altitude economy sector [2][3] Group 3 - The spatial layout of advanced manufacturing is defined by "one axis, three poles, and multiple points," with the "one axis" representing the innovation development axis that connects key national development zones [3] - The "three poles" refer to important advanced manufacturing bases in Nansha New Area, Eastern Center, and Northern Growth Pole, which will drive the transformation of manufacturing towards high-end, intelligent, and green directions [3] - The "multiple points" strategy aims to leverage key industrial platforms to create high-quality industrial clusters by linking surrounding advantageous industries [3]

Core Viewpoint - Guangzhou aims to accelerate the construction of an advanced manufacturing city by 2035, targeting a doubling of industrial added value and focusing on the "12218" modern industrial system, integrating advanced manufacturing with modern services, and promoting digital and green transformations [2][14]. Group 1: Key Industrial Directions - The plan emphasizes the development of 15 strategic industrial clusters and six emerging pillar industries, including smart connected new energy vehicles, ultra-high-definition video and new displays, biomedicine and health, green petrochemicals and new materials, software and the internet, and intelligent equipment and robotics [2][38]. - Five strategic leading industries will be cultivated, including artificial intelligence, semiconductors and integrated circuits, new energy and new energy storage, low-altitude economy and aerospace, and biomanufacturing [3][38]. - Four characteristic advantageous industries will be strengthened, such as fashion consumer goods, rail transit, shipbuilding and marine engineering, and intelligent construction and industrialized buildings [4][38]. Group 2: Implementation Strategies - The plan outlines five major projects: industrial agglomeration, industrial innovation, intelligent manufacturing traction, integrated development, and supply chain optimization [14][34]. - Six action plans are proposed, including structural optimization, investment leap, talent attraction and cultivation, digital empowerment, spatial innovation, and element guarantee [14][34]. Group 3: Development Foundations - Guangzhou has a solid manufacturing base, being the most complete industrial city in South China, with significant advantages in technological innovation, green development, and international cooperation [19]. - The city ranks 8th globally in the "Nature Index - Research Cities" and has a robust innovation ecosystem, including numerous national and provincial manufacturing innovation centers [20][27]. Group 4: Opportunities and Challenges - The plan identifies major opportunities from national strategies, such as the manufacturing power strategy and the development of the Guangdong-Hong Kong-Macao Greater Bay Area, which enhances Guangzhou's role as a manufacturing hub [24][18]. - Challenges include the pressure from global economic downturns, the need for industrial upgrades, and competition from other metropolitan areas [28][29]. Group 5: Future Goals - By 2030, the advanced manufacturing city construction is expected to reach significant milestones, with a focus on optimizing industrial structure and enhancing quality and efficiency [36]. - By 2035, Guangzhou aims to solidify its status as an advanced manufacturing city, achieving breakthroughs in key technologies and maintaining a leading position in the global value chain [36][38].

Group 1 - Tianhai Defense experienced a 5.01% increase in stock price, reaching 8.59 CNY per share, with a trading volume of 1.117 billion CNY and a turnover rate of 8.05%, resulting in a total market capitalization of 14.844 billion CNY [1] - The company, established on October 29, 2001, and listed on October 30, 2009, is located in Shanghai and specializes in shipbuilding and marine engineering, military-civilian integration, and clean energy utilization [1] - The revenue composition of Tianhai Defense includes: 92.05% from ship and marine engineering design and construction contracting, 1.97% from design technical services, 1.80% from energy business, 1.75% from other product revenues, 1.18% from defense equipment and products, 0.74% from other supplementary sources, and 0.50% from ship leasing [1] Group 2 - Guotai Fund's Guotai Zhongzheng Military Industry ETF (512660) is among the top ten circulating shareholders of Tianhai Defense, having reduced its holdings by 2.5808 million shares to 13.4495 million shares, representing 0.82% of circulating shares [2] - The Guotai Zhongzheng Military Industry ETF has a current scale of 14.109 billion CNY, with a year-to-date return of 5.04%, ranking 1280 out of 5493 in its category, and a one-year return of 48.24%, ranking 1242 out of 4197 [2]

Core Viewpoint - The article discusses the release of the "Management Measures for Industrial Technology Basic Public Service Platforms" by the Ministry of Industry and Information Technology, emphasizing the importance of these platforms in supporting industrial development and technological innovation [3][8]. Summary by Sections General Principles - The purpose of the measures is to implement the manufacturing power strategy, enhance the industrial support system, and cultivate authoritative and foundational public service platforms for industrial technology [10]. - The service platforms are defined as specialized institutions that provide essential support services across the entire chain of technological innovation activities, from research and development to industrialization [10]. Application - Applicants for service platforms must clearly define their service industry and scope, focusing on key sectors such as equipment, petrochemicals, steel, non-ferrous metals, construction materials, light industry, textiles, food, pharmaceuticals, new information technology, biotechnology, new energy, new materials, and more [13][14]. Basic Requirements - Applicants must have independent legal status and engage primarily in industrial technology basic services, with at least 60% of their business related to this area [14]. - They should have a strong reputation in the industry, a well-established operational mechanism, and a minimum of one year of relevant service experience [14]. - The platforms must also possess high-level professional talent, necessary infrastructure, and technical capabilities, including having equipment valued at no less than 10 million yuan or annual service revenue exceeding 10 million yuan [14]. Review and Publication - The Ministry of Industry and Information Technology will conduct annual reviews of the service platforms, with evaluations based on submitted annual reports and performance assessments [24]. - A third-party organization or expert group will be responsible for reviewing applications and conducting on-site evaluations if necessary [18]. Operation - Service platforms are required to strengthen their institutional norms, adhere to principles of fairness and integrity, and accept government guidance and social supervision [21]. - They must also enhance their operational capabilities, improve service quality, and adapt to industry trends and technological developments [22]. Dynamic Management - The Ministry will implement dynamic management of the service platforms, conducting annual evaluations and comprehensive reviews every three years [24]. - Platforms that fail to meet performance standards or engage in fraudulent activities may be removed from the official list and barred from reapplication for three years [25].

Group 1 - Tianhai Defense experienced a 5.2% increase in stock price, reaching 8.30 CNY per share, with a trading volume of 1.543 billion CNY and a turnover rate of 11.61%, resulting in a total market capitalization of 14.343 billion CNY [1] - The company, established on October 29, 2001, and listed on October 30, 2009, is located in Shanghai and operates in shipbuilding and marine engineering, military-civilian integration, and clean energy utilization [1] - The revenue composition of Tianhai Defense includes: 92.05% from ship and marine engineering design and construction contracting, 1.97% from design technical services, 1.80% from energy business, 1.75% from other product revenues, 1.18% from defense equipment and products, 0.74% from other supplementary sources, and 0.50% from ship leasing [1] Group 2 - Huaxia Fund's Huaxia CSI 1000 ETF (159845) is among the top ten circulating shareholders of Tianhai Defense, having reduced its holdings by 18,800 shares in the third quarter, now holding 7.5116 million shares, which is 0.46% of the circulating shares [2] - The Huaxia CSI 1000 ETF has a current scale of 45.469 billion CNY and has achieved a year-to-date return of 25.4%, ranking 1952 out of 4206 in its category, with a one-year return of 20.78%, ranking 2243 out of 4012 [2]

Group 1 - Tianhai Defense experienced a stock price increase of 5.28%, reaching 8.58 CNY per share, with a trading volume of 3.796 billion CNY and a turnover rate of 27.81%, resulting in a total market capitalization of 14.826 billion CNY [1] - The company, established on October 29, 2001, and listed on October 30, 2009, is located in Shanghai and operates in shipbuilding and marine engineering, military-civilian integration, and clean energy utilization [1] - The revenue composition of Tianhai Defense includes: 92.05% from ship and marine engineering design and construction contracting, 1.97% from design technical services, 1.80% from energy business, 1.75% from other products, 1.18% from defense equipment and products, 0.74% from other supplementary sources, and 0.50% from ship leasing [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Tianhai Defense, having reduced its holdings by 118,900 shares in the third quarter, now holding 12.6489 million shares, which is 0.77% of the circulating shares [2] - The Southern CSI 1000 ETF has a current scale of 76.63 billion CNY and has achieved a year-to-date return of 20.09%, ranking 2059 out of 4209 in its category, with a one-year return of 14.36%, ranking 2433 out of 3982 [2]

Core Points - The Chinese Academy of Engineering has elected 24 foreign academicians for the year 2025 [1][2][3] Group 1: Elected Academicians - The list includes academicians from various countries and their respective research fields, such as mechanical manufacturing and automation from the UK, and marine engineering from Portugal [4][6][10] - Notable names include Shigeo Maruyama from Japan specializing in mechanical engineering and Carlos Guedes Soares from Portugal focusing on shipbuilding and ocean engineering [4][10] - The elected academicians represent a diverse range of disciplines, including data science, artificial intelligence, and biomedical engineering [6][19]

Core Viewpoint - Tianhai Defense focuses on the application and system integration of underwater robots rather than direct research and production of ROV products [1] Group 1: Company Focus - The company emphasizes the integration and application of underwater robots in existing marine engineering and special unmanned vessel businesses [1] - Underwater robots are defined variably based on operational depth and functional use, indicating a broad scope of application [1] Group 2: Business Model - The current business model is centered on system integration and equipment application, with no direct involvement in the ROV product development and manufacturing [1] - The company has practical foundations and application scenarios for ROV, utilizing ROV equipment in designed ship platforms, saturation diving vessels, and special unmanned vessels [1]