新兴支柱产业方面，在智能网联新能源汽车领域，到2035年产业规模位居前列，新型汽车产业生态国际 领先，建成万亿规模的"智车之城"。超高清视频与新型显示领域，到2035年产业规模达到3000亿级。到 2035年引育一批智能装备与机器人骨干企业，产业规模达到3000亿级。 战略先导产业方面，在半导体与集成电路领域，引进培育光刻、刻蚀、离子注入、沉积、清洗、检测设 备等制造设备及零部件龙头企业。在低空经济与航空航天领域，推动南沙中科宇航液体火箭总装测试基 地建设和黄埔星河动力火箭总装基地尽快落地。 重点研制面向家政服务、工业制造等行业应用的具身机器人；推动布局建设硅光芯片产线，加大光芯片 未来技术投入；到2035年工业增加值翻一番，支撑全市经济总量翻一番……近日，《广州市加快建设先 进制造业强市规划（2024—2035年）》（以下简称《规划》）印发。 《规划》展望：到2030年，广州将建设若干世界级先进制造业集群，建成先进制造业强市；到2035年， 广州将率先实现新型工业化，关键核心技术实现重大突破，稳居全球价值链中高端，建成具有国际竞争 力的先进制造业强市。 《规划》明确了广州先进制造业强市建设的四个战略定位，即 ...

【大河财立方消息】1月8日，广州市人民政府办公厅印发《广州市加快建设先进制造业强市规划（2024—2035年）》。 划重点： 结合国家发展战略、产业发展态势和广州条件禀赋，聚焦"2035年工业增加值翻一番"目标，聚力打造广州"12218"现代化产业体系，推动先进制造业和现代 服务业"两业融合"，产业数智化、绿色化"两化转型"，加快推进新型工业化，培育壮大15个战略性产业集群，大力发展智能网联新能源汽车、超高清视频与 新型显示、生物医药与健康、绿色石化与新材料、软件与互联网、智能装备与机器人等6个新兴支柱产业。 加速培育人工智能、半导体与集成电路、新能源与新型储能、低空经济与航空航天、生物制造等5个战略先导产业。 做大做强时尚消费品、轨道交通、船舶与海洋工程、智能建造与工业化建筑等4个特色优势产业。 前瞻布局6个未来产业，在具身智能、智能无人系统、前沿新材料等产业打造一批首试首用示范应用场景，以场景驱动前沿技术及产品加快熟化应用，力争 在5至10年内产业规模实现倍数级增长。 支持建设基于宽带移动互联网的智能网联汽车与智能交通应用示范区，加快推进国家5G车联网先导区建设。 支持在公共交通领域率先探索自动驾驶示范应 ...

截至发稿，艾小军累计任职时间11年364天，现任基金资产总规模1690.29亿元，任职期间最佳基金回报 275.69%， 任职期间最差基金回报-46.54%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从天海防务十大流通股东角度 数据显示，国泰基金旗下1只基金位居天海防务十大流通股东。国泰中证军工ETF（512660）三季度减 持258.08万股，持有股数1344.95万股，占流通股的比例为0.82%。根据测算，今日浮盈赚取约551.43万 元。 国泰中证军工ETF（512660）成立日期2016年7月26日，最新规模141.09亿。今年以来收益5.04%，同类 排名1280/5493；近一年收益48.24%，同类排名1242/4197；成立以来收益44.07%。 国泰中证军工ETF（512660）基金经理为艾小军。 1月8日，天海防务涨5.01%，截至发稿，报8.59元/股，成交11.17亿元，换手率8.05%，总市值148.44亿 元。 资料显示，天海融合防务装 ...

点击免费限量礼盒 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 12月10日，工信部发布《产业技术基础公共服务平台管理办法》（以下简称《办法》）。 《办法》明确提出，产业技术基础公共服务平台（以下简称服务平台），是围绕产业发展需求，为工业和 信息化重点领域从技术研发到产业化全链条技术创新活动提供计量检测、标准验证与检测、质量可靠性试 验检测、认证认可、产业信息、知识产权、技术成果转化等技术基础支撑服务，且业绩突出、公信度高、 紧贴行业、具有示范带动作用的专业化机构。 产业技术基础公共服务平台管理办法 第一章 总则 第一条 为深入实施制造强国战略，健全产业基础支撑体系，培育一批具备权威性、基础性、前瞻性的产 业技术基础公共服务平台，加强对现有产业技术基础公共服务平台运行管理，统筹产业技术基础要素高效 集聚，提升平台综合服务能力，使其有效服务于传统产业转型升级、新兴产业发展壮大和未来产业布局培 育，推进科技创新与产业创新融合发展，制定本办法。 根据《办法》，服务平台申报单位应当明确申报的服务行业领域及服务范围。 服务重点行业和领域包括装备、石 ...

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]

Core Insights - Tianhai Defense (300008) focuses on the application and system integration of underwater robots (ROV) rather than direct ROV product development and manufacturing [1] Group 1: Company Focus - The company emphasizes the integration and application of ROV technology within existing marine engineering and special unmanned vessel businesses [1] - ROV is defined broadly, with specific definitions varying based on operational depth and functional use [1] Group 2: Application Scenarios - The company has practical experience and application scenarios for ROV technology, utilizing it in designed ship platforms, saturation diving vessels, and special unmanned boats [1] - ROV equipment is recommended for use in various underwater operations to assist shipowners [1]

Group 1 - Innovation has become the main engine for promoting high-quality development in China, with a shift from quantity to quality and from low-end to high-end industries [1][2] - During the 14th Five-Year Plan, China is focusing on developing new productive forces and integrating technological and industrial innovation, resulting in significant achievements [2] - By 2024, China's total R&D expenditure is expected to increase by nearly 50% compared to the end of the 13th Five-Year Plan, with R&D intensity reaching 2.69%, close to the OECD average [2] Group 2 - The digital economy's core industries are projected to account for about 10% of GDP by 2024, with new industries and business models, such as "Artificial Intelligence+", rapidly emerging [2] - Over the past four years, China's GDP average growth rate reached 5.5%, with significant milestones achieved at 110 trillion, 120 trillion, and 130 trillion yuan [3] - Achievements in economic development, technological innovation, social welfare, ecological civilization, and security have been made despite external pressures and challenges [3]