从产业分布看，新增特色产业园涉及软件与信息服务、新一代电子信息、先进材料、现代轻工纺织、智 能家电、现代农业与食品、绿色石化、高端装备制造、智能机器人、安全应急与环保、半导体与集成电 路、前沿新材料、新能源等13个产业集群方向，涵盖7个战略性支柱产业和6个战略性新兴产业。既有对 传统优势产业的提质升级，也有对未来赛道的前瞻布局，充分彰显广东现代化产业体系的多元活力与韧 性。 12月25日，2025年全省产业园区（阳江）产业链协同发展大会在阳江举行。会上举行了2024年度广东省 特色产业园授牌仪式，共有16个园区新获认定为省特色产业园，人工智能和智能机器人领域首次有园区 入选，实现"零的突破"。 截至目前，全省特色产业园总数达70个，覆盖全部21个地市，涉及17个产业集群方向，涵盖7个战略性 支柱产业和6个战略性新兴产业，初步形成多点支撑、协同联动的现代化产业体系发展格局。 布局新赛道，打造创新策源地 总体上看，此次新增园区在区域和产业布局上展现出更强的系统性和协调性。 从区域布局看，新一批省特色产业园覆盖广州、深圳、珠海、佛山、韶关、河源、惠州、江门、湛江、 肇庆、清远、潮州、揭阳等13个地市。其中，粤东粤西 ...

今年是"十四五"规划收官之年。12月10日，省政府新闻办公室举办"高质量完成'十四五'规划"系列 新闻发布活动第一场——"推动经济高质量发展"主题新闻发布会，公布江苏"十四五"经济发展成绩单。 发展的坐标，不仅标注于地理版图，更深刻烙印于绿水青山与百姓笑颜之中。江苏积极稳妥推进碳 达峰碳中和，创新实施绿电"三进"工程，我省可再生能源装机规模历史性超过煤电，成为第一大电源， 同时，持续深入打好蓝天、碧水、净土保卫战，PM2.5浓度连续4年达国家环境空气质量二级标准，长 江干流江苏段水质连续7年保持Ⅱ类。五年来，我省坚持在发展中保障和改善民生，人民生活实现更优 提升，城乡居民收入比缩小至2.04∶1，城镇新增就业人数保持在全国10%以上，每年部署实施一批惠民 生、暖民心的民生实事项目。 五年劈波斩浪，江苏这艘经济巨轮的航迹和成色，随着这份"成绩单"的发布而徐徐展开。记者从发 布会了解到，"十四五"以来，江苏经济总量由2020年的10.5万亿元攀升至2024年的13.7万亿元，即将在 今年跨过"十四五"期间第4个万亿元台阶，突破14万亿元。五年来，我省积极应对外部环境深刻变化和 多重超预期的因素挑战，交出了一份稳中 ...

Core Insights - The 2025 Shenzhen Global Investment Conference highlighted the successful signing of 38 projects with an intended investment of 59.3 billion yuan, with over half focused on strategic emerging industries and future industries [1][3] - The event attracted over 800 representatives from Fortune 500 companies, central enterprises, listed companies, and industry leaders, showcasing the investment potential and industrial vitality of the Luohu District [1][3] Investment Quality and Structure - Nearly 50% of the signed projects are from high-quality entities, including 5 Fortune 500 companies, 2 Chinese Fortune 500 companies, and 3 unicorns [3] - Over 50% of the projects are in strategic emerging and future industries, with significant focus on artificial intelligence, low-altitude economy, and life health sectors [3] - The presence of 21 innovative entities, including specialized "little giants" and national high-tech enterprises, indicates a shift towards a comprehensive competitive advantage centered on innovation ecosystems [3] Key Projects and Developments - Major projects signed include the low-altitude technology operation center by Zhongke Xingtu, which aims to develop low-altitude applications in collaboration with Luohu [5] - The establishment of a photonics R&D center by the Chinese Fortune 500 company, Xiandai Technology Group, will enhance the high-end equipment and instruments industry in Luohu [5] - New Meixingkong's investment in a southern headquarters will create a comprehensive digital creative industry chain, contributing to the high-quality development of Shenzhen's digital creative sector [6] Systematic Investment Ecosystem - Luohu has introduced a systematic investment ecosystem focusing on five dimensions: policy, space, capital, talent, and scene development [8] - 26 specialized policies have been implemented to support key sectors like artificial intelligence and life health, with targeted measures for drug and medical device R&D [9] - The district is enhancing its spatial support for businesses, with ongoing projects expected to release over 5 million square meters of industrial space in the next five years [9] Innovation and Collaboration - Luohu is building high-energy innovation platforms to create a full-chain innovation ecosystem, linking top resources for source innovation and global networks [12] - Collaborations with leading research institutions are facilitating the integration of medical research and industry needs, particularly in the life health sector [14] - The establishment of the Shenzhen Outbound Center aims to support local companies in their global expansion efforts, enhancing their digital transformation and marketing capabilities [14] Market Perception and Future Outlook - The positive feedback from companies indicates Luohu's strong appeal as an ideal location for innovation and business development, driven by its favorable policies and robust industrial ecosystem [15][17] - The district is expected to see 1,037 projects launched in 2025, with a projected annual revenue exceeding 50 billion yuan, reflecting a 5.7% increase in key strategic enterprises [15][17]

Group 1 - The Guangdong Provincial Government is accelerating the construction of a modern industrial system, with a focus on enhancing the service industry and addressing existing shortcomings [2][3] - In the first three quarters of this year, the service industry added value reached 62,270 billion yuan, accounting for 59.1% of GDP, with a growth rate of 4.9%, outpacing GDP growth [2] - The province plans to implement a special plan for the development of modern service industries during the "14th Five-Year Plan" period, emphasizing the improvement of productive and life service sectors [3] Group 2 - The Guangdong government is focusing on the application of artificial intelligence across various industries, with plans to establish a global AI industry cooperation center in the Greater Bay Area [4] - The province aims to create a comprehensive implementation plan for "AI+" and develop specific application plans for different sectors, promoting large-scale applications in industrial, agricultural, and service sectors [4] - A new work mechanism will be established to ensure efficient management and application of AI across industries, fostering a supportive ecosystem for AI learning and usage [4] Group 3 - The Guangdong Provincial Government is working to establish a 100 billion yuan special bond to support the integration of technology and industry, with plans for a multi-tiered government investment fund system [5] - The government aims to attract various social capital to invest in strategic emerging industries and enhance innovation capabilities in early-stage enterprises [5] - The establishment of these funds is expected to have a direct impact on the development of a modern industrial system in the province [5]

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [1] - The market turnover decreased to 82.799 billion HKD, with net inflows of 484 million HKD recorded in the Hong Kong Stock Connect [1][5] - The US stock market saw all three major indices rise, with the Dow Jones up 0.61%, S&P 500 up 0.54%, and Nasdaq up 0.65% [2] Sector Performance - In Hong Kong, local real estate, software, and 5G concept sectors faced significant declines, while gold stocks performed well [1][5] - The US market saw a strong performance in gold stocks, with Pan American Silver rising over 7% and other gold companies also showing gains [2] Investment Opportunities - The report emphasizes the importance of technology self-reliance as a core theme for future performance in the Hong Kong stock market, suggesting that leading companies in this sector may see long-term growth opportunities [3] - Recommended sectors for investment include artificial intelligence, semiconductors, industrial software, and state-owned enterprises with low valuations and high dividends [3] - The report highlights the potential of upstream non-ferrous metals benefiting from expectations of interest rate cuts by the Federal Reserve [3] Company Highlights - ZTE Corporation, recommended four times this year, recorded an 11% weekly increase, validating the report's bullish stance on certain technology stocks [3] - Alibaba Group's co-founder expressed views on the AI competition, suggesting that the true winners will be those who effectively utilize AI technologies rather than just having the best models [8] Stock Recommendations - The report suggests focusing on companies like China Software International (0354.HK), which has a strong position in IT services and is involved in Huawei's HarmonyOS development, indicating a promising future with expected revenue growth [9] - The report anticipates that the company will achieve a net profit of 680 million RMB in 2025, suggesting it is undervalued with a PE ratio of around 19 times [9]

在政策支持方面，渝中将形成《深化中新合作政策汇编》，涵盖深化中新金融领域开放合作、中新国际 消费领域开放合作、中新软件与信息服务业开放合作等十个方面21条干货政策，从设立金融科技企业、 引进国际一线品牌、支持打造沉浸式体验空间新产品新场景等方面给予政策扶持。 重庆"母城"将多举措深入推进中新合作 中新网重庆11月26日电 (记者 钟旖)记者26日从重庆市渝中区召开的中新(重庆)战略性互联互通示范项目 实施十周年成效新闻发布会上获悉，作为重庆"母城"，渝中区将持续深化与新加坡在现代服务业及新兴 产业等领域的合作，发挥彼此所能，拓展合作广度与深度。 中新(重庆)战略性互联互通示范项目，是中国与新加坡的第三个政府间合作项目，今年是该项目实施10 周年。 重庆市渝中区委常委、区政府常务副区长邓光怀介绍，过去十年，渝中区累计引进包括凯德集团在内的 新资企业50余家，占全市总量的33%；落地重庆来福士等中新合作重点项目30余个、总投资额超过56亿 美元，中新商业及政府间合作项目投资额占全市20%；开展中新合作金融服务项目135个、融资金额 192.6亿美元，占全市比重超过50%。 十年来，渝中区还实现了多项"第一""唯一 ...

Core Insights - The "2025 Jiangsu Province Patent Auction Season" focused on the software and information service industry, highlighting significant patent transfer and licensing activities in Nanjing [1] - Nanjing's patent transfer and licensing reached 12,900 instances from January to September, with 2,516 cases from universities and research institutions [1] - Intellectual property pledge financing benefited 996 companies, amounting to 9.534 billion yuan [1] Group 1 - 18 high-value patents from 11 universities, including Nanjing University and Southeast University, were signed on-site, covering fields such as new generation information technology, biomedicine, new materials, and environmental protection, with an intended amount exceeding 27 million yuan [1] - A strategic collaboration was established between China People's Property Insurance Company and various concept verification centers to enhance risk mitigation and financial empowerment in patent conversion [1][2] Group 2 - The insurance product matrix developed by China People's Property Insurance covers the entire process from concept verification to achievement transformation, with a premium rate of 3% to 10% for concept verification insurance [2] - The Southeast University Concept Verification Center has selected 10 quality projects from over 60 for support, accelerating the implementation of projects in fields like medical engineering and new materials [2] Group 3 - The event featured a promotion of 2,660 "Double Five-Star" patents and 320 open licensing patents, along with a focus on key patents in the software and information service sector [2] - Various technology demands were announced by units in the Nanjing metropolitan area, promoting cross-regional collaborative innovation [2][3]

Core Insights - The new round of "Intellectual Property Boosting Industry Strong Chain" talent matching action has been launched in Jiangsu Province, focusing on the software and information service industry cluster in Yuhuatai District, Nanjing [1] - A cooperation agreement was signed among the Jiangsu Provincial Intellectual Property Office, the National Intellectual Property Office Patent Examination Cooperation Center in Jiangsu, and the Yuhuatai District government to enhance core competitiveness of the industry cluster through high-level intellectual property talent teams [1] - Since its inception in 2021, the initiative has conducted four rounds of actions, selecting and serving nearly 200 technology enterprises across 20 national key laboratories and 16 advanced manufacturing clusters in Jiangsu [1] Group 1 - The first event of the new round focused on in-depth discussions regarding intellectual property creation, utilization, and protection in the software and information service sector [1] - Experts from the Jiangsu Patent Examination Cooperation Center provided "one-on-one" on-site matching services to leading enterprises such as Nanjing Yihui Information Technology Co., Ltd. and Chengmai Technology (Nanjing) Co., Ltd., addressing their specific intellectual property needs [1]

Core Viewpoint - The province has launched a new round of "Intellectual Property Empowering Industry Strong Chain" talent matching action, focusing on enhancing the core competitiveness of the software and information service industry cluster in Nanjing [1] Group 1: Action Overview - The new round of talent matching action is a continuation of efforts that began in 2021, with four previous rounds conducted [1] - The initiative has already selected and served 20 national key laboratories and nearly 200 technology companies in advanced manufacturing clusters in Jiangsu [1] Group 2: Collaboration and Services - A cooperation agreement was signed among the provincial intellectual property bureau, the National Intellectual Property Administration's Patent Examination Cooperation Center in Jiangsu, and the Yuhuatai District government [1] - High-level intellectual property talent teams will provide services to help enterprises accelerate key technology breakthroughs, strengthen high-value patent layouts, and actively manage intellectual property risks [1] Group 3: Industry Engagement - The first event involved in-depth discussions on hot topics related to intellectual property creation, utilization, and protection within the software and information service industry [1] - Experts from the Jiangsu Center conducted one-on-one on-site matching services with leading companies such as Yihui Information Technology Co., Ltd. and Chengmai Technology (300598) [1]

Core Insights - The "Talent Demand Directory for the Guangdong-Hong Kong-Macao Greater Bay Area (Mainland)" was released on September 27, highlighting the job demand in key strategic industries in Guangdong Province [1] - The directory reflects the talent shortages in industries such as new generation information technology, biomedicine and health, new energy, software and information services, and ultra-high-definition display [1] - Key positions with the highest demand include communication technology engineers, medical device researchers, photovoltaic system engineers, and Java engineers, with a notable shortage in communication technology engineers due to rapid industry growth [1] - The directory is a key project supported by the Ministry of Human Resources and Social Security to aid in the construction of a high-level talent hub in the Greater Bay Area, influencing talent policy and resource allocation [1]