凝心聚力，建言有声。时值"十五五"开局之年，随着2026年地方两会陆续落下帷幕，春潮涌动、动能澎 湃的发展蓝图愈发清晰。 "怎么干"的路径已然明晰，科技创新正从关键变量跃升为核心引擎。各地因地制宜布局赛道、量力而行 量化目标，正以科技创新为笔，勾勒出传统产业提质增效、优势产业锻板强链、未来产业破茧成蝶的新 图景。 赋新能：传统产业"逆生长" 传统产业作为国民经济"基本盘"，也面临着效率偏低、附加值不高等问题。加快转型，是地方两会释放 出的强烈信号。 东北曾是我国工业发展的排头兵，在新时代依然勇挑重担。作为东北地区首个万亿GDP城市，大连在 2026年政府工作报告中明确以智能化、绿色化、融合化为方向，加快传统优势产业的转型升级。当地瓦 房店轴承产业成功跻身国家中小企业特色产业集群，为传统产业提质增效筑牢了硬支撑，探索出老工业 基地振兴的大连样本。 能源大省也掀起转型浪潮，向绿而行。山西在政府工作报告中强调，要统筹推进煤炭清洁低碳发展、多 元化利用、综合储运这篇大文章，实现煤炭产业由低端向高端、煤炭产品由初级燃料向高价值产品攀 升；宁夏则以能源强区战略为引领，提出开展能源绿色低碳转型三年行动，加快构建新型能源体系 ...

《政策举措》显示，2026年，安徽新质生产力投资平台全年将完成20亿元左右投资，重点投向种子期、 初创期硬科技企业；对未来产业标杆应用场景和商业化解决方案，每个给予100万元一次性奖励，新纳 入省级未来产业先导区筹建清单的地区最高可获1000万元支持。 据安徽省发展和改革委员会主任陈军介绍，安徽还建立健全"科学家+企业家+投资家"的咨询机制，提 升前沿技术战略预判能力；坚持"产业出题、科技答题"，持续推进重点领域关键核心技术攻关，围绕全 球技术前沿开展创新研发和产业孵化；布局一批概念验证中心、中试基地和顶尖孵化器，打通前沿技术 成果转化堵点。 中新网合肥2月24日电 (记者张俊)记者24日从安徽省发展和改革委员会获悉，2026年，安徽将深入实施 量子信息"千家场景"行动，推动超300个应用场景落地。 当日，安徽对外发布《关于巩固拓展经济稳中向好势头若干政策举措》(以下简称《政策举措》)，聚焦 量子信息产业落地，深入实施"千家场景"行动，明确2026年推动超300个量子应用场景落地，同时征集 遴选60个左右省级标杆应用场景和标志性产品；对获批频轨资源并成功发射入轨投运商业卫星，单颗给 予最高50万元奖补；对省级 ...

Core Viewpoint - MSCI has announced the inclusion of 37 Chinese companies into its global standard index while removing 16, resulting in a net increase of 21 companies, marking the largest expansion since May 2023. This adjustment provides new support for the Chinese stock market, which has experienced an unexpected rebound since last year [1][2]. Group 1: Market Impact - The adjustment will directly affect the allocation of passive funds tracking the MSCI index, potentially leading to increased buying of Chinese stocks [1]. - The attractiveness of the Chinese stock market is growing, especially as interest in U.S. asset allocation declines, driven by China's technological advancements and trade resilience [2]. Group 2: Sector Focus - The newly added companies are predominantly in the technology sector, including semiconductor manufacturer Anji Microelectronics, autonomous driving technology provider Pony AI, and quantum information product manufacturer GuoDun Quantum [4]. - Several consumer companies have been removed from the index, reflecting a shift in investor interest towards artificial intelligence and innovation-related sectors [5]. Group 3: Future Outlook - There is an expectation that more companies will be included in the future, as new growth opportunities arise from emerging industries. Global investors are encouraged to focus more on the Chinese mainland market for genuine growth opportunities [5].

中国股票迎来近三年来最大规模的MSCI指数纳入。此次调整不仅将带来直接资金流入，更可能促使全 球主动型基金重新审视中国市场的配置价值。 Lotus Asset Management首席投资官Hao Hong指出，未来还将有更多公司被纳入，因为"新的增长来自新 兴行业"。他表示，"全球投资者应该越来越多地关注中国内地市场，以寻找真正的增长机会"。风险提 示及免责条款市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目 标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责 任自负。 这一调整将直接影响追踪MSCI指数的被动型基金配置。"这种权重的增加可能是未来一段时间趋势的开 始，"Ten Cap Investment联合创始人兼首席投资组合经理Jun Bei Liu表示。她补充道，这可能"引发更 多对中国股票的买入"。 中国股市的吸引力正在增强。在美国资产配置热度下降的背景下，中国的技术进步和贸易韧性正在吸引 全球投资者重新关注。更高的指数权重可能促使主动型基金管理人重新审视其中国持仓。 科技股主导新增名单 此次纳入的公司中，科技企业占据主导地位。 ...

中国股票迎来近三年来最大规模的MSCI指数纳入。此次调整不仅将带来直接资金流入，更可能促使全 球主动型基金重新审视中国市场的配置价值。 MSCI于周二宣布，在最新审查中将37家中国公司纳入其全球标准指数，同时剔除16家，净增加21家。 这是自2023年5月以来该指数编制机构对中国股票的最大规模扩容。 此次调整为中国股市提供了新的支撑。自去年以来，中国股市已经历一轮出乎意料的反弹。更大的指数 权重意味着被动投资者将被动增持中国股票，而主动型基金也可能因此重新评估对全球第二大股票市场 的敞口。 科技股主导新增名单 此次纳入的公司中，科技企业占据主导地位。新增名单包括半导体产品制造商安集微电子科技（上海） 股份有限公司、自动驾驶技术提供商Pony AI（小马智行）以及量子信息产品制造商国盾量子。 与此同时，多家消费类公司被剔除出指数。这一变化反映了当前投资者兴趣的重心：人工智能和创新相 关领域仍是资金追逐的焦点。 值得注意的是，科技类公司主导了新增名单，而多家消费类公司被剔除。这凸显出投资者对人工智能和 创新相关企业的持续关注，以及中国市场结构正在发生的转变。 近三年最大规模纳入 根据彭博汇编的数据，MSCI此次净 ...

中新社北京2月6日电 题：中国三大国际科创中心如何成为全球创新"关键极"？ 作者 徐飞 福耀科技大学常务副校长 在新一轮科技革命与产业变革交织演进的当下，科技创新已成为大国战略博弈的核心场域。2025年末召开的中央经济工作会议提出，建设北京(京津冀)、 上海(长三角)、粤港澳大湾区三大国际科技创新中心。这既是中国应对全球竞争的战略抉择，也是培育新质生产力、抢占未来发展制高点的关键举措。 2025年12月8日，上海，工程师在量产工厂调试机器人。当日，智元第5000台通用具身机器人——灵犀X2正式量产下线。中新社记者 汤彦俊 摄 从国际经验来看，顶尖科技创新中心往往是全球创新要素的集聚枢纽、产业变革的策源地和国家核心竞争力的集中体现。美国硅谷凭借半导体与互联网技 术重塑全球产业格局，波士顿依托生命科学与人工智能引领前沿突破。这些案例无不印证，国际科创中心的崛起能够推动区域经济能级跃升，形成"创新 —产业—财富"的正向循环，为国家在全球分工体系中赢得战略主动。 中国选择京津冀、长三角、粤港澳大湾区作为国际科创中心承载地，是基于区域禀赋的战略考量。三大区域凭借差异化的核心优势，构成了中国国际科技 创新的"黄金三角"。 ...

Group 1 - The Anhui Provincial People's Congress has announced the implementation of an effective investment action plan in 2026, with over 2,000 key projects to be initiated throughout the year [1] - During the 14th Five-Year Plan period, Anhui's GDP is expected to grow at an average rate of 5.7%, crossing two trillion yuan milestones, with industrial enterprise revenue rising from 12th to 5th in the nation [1] - By 2025, Anhui's GDP is projected to reach 5.3 trillion yuan, with a growth rate of 5.5%, and total imports and exports exceeding one trillion yuan [1] Group 2 - Anhui will implement a new industrial cluster development initiative in 2026, focusing on consolidating its automotive industry advantage and establishing an internationally influential smart automotive technology and innovation center [2] - The province aims to strengthen the next-generation information technology industry, expand advanced photovoltaic and new energy storage applications, and enhance high-end equipment manufacturing capabilities [2] - Key applications and scenarios will be developed to support the growth of new productivity industries in Anhui [2]

Core Viewpoint - The core strategy of the U.S. towards China is to contain its development, shifting from indirect economic means to direct technological restrictions [3][4][5] Group 1: Current State of U.S.-China Competition - The U.S.-China trade disputes, which began in 2018, have escalated from tariff conflicts to investment and personnel flow restrictions, fundamentally rooted in a technological competition [4][5] - The U.S. is increasingly using technology wars as a tool to limit China's growth, indicating a shift in policy focus from economic engagement to strategic competition [3][4] Group 2: Key Areas of Technological Competition - The global competition in "key core technologies" such as semiconductors, artificial intelligence, quantum information, new materials, and energy storage is intensifying, with these areas becoming the main battleground for technological and industrial competition [5][6] - The global semiconductor market is projected to reach $630.6 billion in 2024 and nearly $1 trillion by 2026, highlighting its critical role in industrial and national security [5] - In artificial intelligence, China accounted for 69.7% of global AI patent grants in 2023, while the U.S. share dropped from 42.8% in 2015 to 14.2% [5] Group 3: U.S. Strategies to Restrict China - The U.S. has implemented technology blockades against China, focusing on investment restrictions and export controls, alongside limiting the flow of researchers [8][9] - The U.S. aims to restructure supply chains and has enacted laws to limit tax credits for companies associated with "prohibited foreign entities," targeting Chinese firms [8][9] - The U.S. is also striving to establish standards in emerging technologies, emphasizing the importance of standards for economic and national security [8][9] Group 4: Challenges and Advantages for China - China faces challenges in R&D spending, which, while increasing, remains lower than that of the U.S. and some European countries, and there is a need to enhance the originality of patents and influence in international standard-setting [9][10] - However, China possesses a complete industrial system across all categories, forming a self-sufficient and efficient supply chain that is difficult for developed and developing economies to replicate [9][10] Group 5: Strategic Recommendations for China - China should enhance its technological self-reliance and effectively utilize global innovation resources by increasing R&D investment and fostering collaboration between academia and industry [11][12] - There is a need to support foundational sciences and original research, focusing on critical issues and encouraging talent to propose new theories and explore new fields [11][12] - Improving the standard-setting system and maintaining international cooperation in standards is crucial for enhancing China's influence in global technology [12][20]

以科创引领，青岛正描绘出城市空间布局持续进阶的新图景 一条科创走廊，通往更具想象力的未来 一条走廊，折射出一座城市的科创决心与发展战略。 从红瓦绿树、碧海蓝天的文旅名片，到享誉全球的"品牌之都"，青岛的城市形象早已深入人心，有 着清晰的印记。然而，在科技创新成为城市竞争主赛道的今天，这座百年名城正面临一场深刻而紧迫的 自我审视：打造具有核心竞争力的科技强市，新的空间载体在哪里？ 这条走廊，将为实验室里那些"前途未卜"的早期技术，提供一个低成本、高效率的"试炼场"，把技 术风险和市场风险在产业化前期大幅降低。 创新生态，塑造人才引力场 创新，是青岛与生俱来的基因。一条南北延伸53公里的滨海轴线，让答案愈发清晰。 以未来的眼光审视当下，站在创新发展的高点，谋划新的城市空间布局成为青岛的选择。2025年11 月7日，青岛科创大走廊启动建设。这被视为"点燃新质生产力"布局的关键落子，其目标是打破长期横 亘于发展路径上的隐性壁垒，让青岛从一座"拥有著名品牌和优质海岸线的宜居城市"，跃迁为"全球一 流的海洋科技创新与产业高地、全国知名的青年'创享'高地、全国领先的'智造'产业高地"。 穿珠成链，贯通"创新主动脉" 青岛科 ...

Core Insights - The quantum information industry is a key area for cultivating new productive forces and building a future industrial system in China, playing a critical role in promoting high-quality economic development [2][8] - The 2025 China Quantum Information Industry City Competitiveness Top 50 list ranks Beijing, Shenzhen, and Shanghai as the top three cities, with scores of 92.68, 91.87, and 87.61 respectively [2][4] Summary by Categories City Competitiveness Rankings - The top ten cities in the 2025 China Quantum Information Industry City Competitiveness list are Beijing, Shenzhen, Shanghai, Hangzhou, Hefei, Wuhan, Guangzhou, Nanjing, Suzhou, and Chengdu, with scores ranging from 87.12 to 92.68 [2][5][6] Evaluation Criteria - The rankings are based on six dimensions: industrial scale, quality enterprises, innovation capability, financing capability, industrial efficiency, and growth capability [2][4] Beijing's Position - Beijing leads the rankings due to its strong performance in quality enterprises, innovation capability, financing capability, and growth capability, with a focus on quantum computing, communication, and sensing [8][9] - The city has established a cluster of quantum enterprises centered in Haidian and the Economic and Technological Development Zone, promoting applications in AI, energy, and communication [8] Shenzhen's Development - Shenzhen excels in industrial scale, innovation capability, and industrial efficiency, with plans to build a first-class research and development platform and a quantum science center in the Greater Bay Area [9] - The city is set to complete China's first large-scale dedicated optical quantum computer manufacturing facility by November 2025 [9] Shanghai's Initiatives - Shanghai has made significant progress in quantum computing, communication, and precision measurement, supported by a special fund for long-term development [9][10] - The city has initiated the "Quantum City" concept, with ongoing projects aimed at bridging the gap between laboratory research and industrial application [10] Hefei's Role - Hefei is recognized as an important hub for the quantum information industry, with several key enterprises and a focus on integrating technological innovation with industrial development [10] - The city has launched a three-year action plan for quantum industry development, emphasizing core technology breakthroughs and ecosystem optimization [10]