本届高交会面向世界科创成果、国家重大需求方向、未来创新发展前沿，设置国之重器、科技巨头产业 链展区、国际科技成果、人工智能、智能制造、机器人产业链、半导体与集成电路、亚洲算力与数据产 业展、3E亚洲消费电子、低空经济展、清洁能源与新能源等展区，全方位聚焦各领域前沿产品技术、 科技应用成果、创新解决方案和未来发展方向。 中国石油、中国石化、中国海油（600938）、中国航天、中广核、华为、比亚迪（002594）、小米、大 疆、格力、创维、TCL、海信、科大讯飞（002230）、协鑫、阳光电源（300274）、欣旺达 （300207）、大族激光（002008）、商汤等超5000家知名企业拟受邀或意向携重大技术装备、最新科创 产品、前沿科技应用亮相本届高交会。 据悉，目前本届高交会已报名及接洽中的投资机构意向投资总额超10亿元，形成覆盖天使轮、Pre-A轮 等全阶段的资本矩阵。 7月29日，《每日经济新闻》记者获悉，有"中国科技第一展"之称的中国国际高新技术成果交易会（以 下简称高交会）将于2025年11月14日至16日在深圳举行。 自1999年创办以来，高交会已成功举办二十六届，成为中国高新技术领域对外开放的重要 ...

打造中欧(保亭)绿色数字创新合作区，"生态立县"的保亭有良好的基础。保亭位于海南岛南部，森林覆 盖率达84.87%，被誉为"海南绿肺""天然氧吧"。近年来，保亭锚定"三区三地"(即热带雨林温泉康养度假 区、高新技术产业发展培育区、热带特色高效农业示范区；黎苗文化保护传承展示体验地、"绿水青山 就是金山银山"实践地、高品质生活宜居地)的战略定位，加快构建绿色产业体系。 "保亭自然环境优越，健康产业是当地政府重点发展的产业，与研究院的定位和规划十分契合。"已签约 入驻加茂医疗健康产业园的海南自由贸易港健康医学研究院工作推进小组组长周君说。 2024年12月，中欧(保亭)绿色数字创新合作区正式启动。这是中欧碳中和合作项目办公室为推动中欧在 绿色低碳政策、技术、产业、市场等方面合作，在保亭打造的示范项目。该项目以建设中欧合作的"碳 标准互通互认试点"《联合国气候变化框架公约》气候与健康宣言实践地"为目标，探索中国式现代化绿 色可持续创新发展的新模式。 中国电建集团华东勘测设计研究院有限公司城市规划研究院城市更新中心主任、中欧(保亭)绿色数字创 新合作区试点项目公司筹建组副组长陈程介绍，围绕经济发展和零碳发展的双重目标 ...

在和企业交流中，我也发现部分企业对商品归类、申报流程等问题了解不足，这可能影响企业享惠 的时效。对此，文昌海关及时设立"关企协调员"，推出"一企一策"精准帮扶措施，并指导企业申请海关 归类预裁定，进一步用好用足政策。 我深切感受到，关企同向发力，才能高效打通政策落地"最后100米"，让政策红利持续惠及企业。 清晰记得，自"首单"设备通关放行以来，海南一龄医疗已累计进口47台(套)设备，涵盖了来自法国、德 国、英国等国家的运动分析仪、镜像康复仪、脊柱曲度测量仪等医疗设备，货值总计达3780.6万元，共 计减免税款589.8万元，企业感受到了实实在在的自贸港"力度"。 政策实施4年多了，应用的"广度"也在不断增加。覆盖行业从最初的医疗健康、高新技术产业扩大 到了制造业、航空维修及保税加工等，政策红利释放明显，为企业降本增效提供了有力支撑，竞争力大 幅增强。 海口海关所属文昌海关综合业务科科长陈莉： 优化对企服务，加速政策红利释放 我是海口海关一线业务关员陈莉，非常荣幸参与推动海南自贸港自用生产设备"零关税"政策落地见 效，见证政策加力扩围实施，首单变N单，释放源源不断的发展活力。 政策能给企业多少真金白银，这是企 ...

7月22日，中国人民银行（以下简称"央行"）发布2025年二季度金融机构贷款投向统计报告（以下简 称"报告"）。据统计，2025年二季度末，金融机构人民币各项贷款余额268.56万亿元，同比增长7.1%， 上半年人民币贷款增加12.92万亿元。 中信证券首席经济学家明明对《证券日报》记者表示，信贷总量平稳增长映射出我国经济复苏动能增 强。同时从各类细项来看，普惠小微贷款、涉农贷款等增速显著高于整体贷款增速，反映出政策对薄弱 环节的精准滴灌。 具体来看，2025年二季度末，本外币绿色贷款余额42.39万亿元，比年初增长14.4%，上半年增加5.35万 亿元。 同期，获得贷款支持的科技型中小企业27.4万家，获贷率为50%，比去年同期高3.2个百分点。科技型中 小企业本外币贷款余额3.46万亿元，同比增长22.9%，增速比各项贷款高16.1个百分点。高新技术企业 本外币贷款余额18.78万亿元，同比增长8.2%，增速比各项贷款高1.4个百分点。 "科技型企业贷款增速高于各项贷款，体现出创新领域受到重视，经济转型在加速推进。"郭一鸣表示， 上半年绿色贷款余额大增，科创企业贷款亮眼，背后原因在于政策引导，鼓励支持实体 ...

国家发展改革委副主任王昌林表示，海南自贸港政策制度体系初步建立，人流、物流、资金流和数据流 4类要素进出更为便利，总计85个国家的人员可免签入境海南。 国务院新闻办公室今日上午10时举行新闻发布会，请国家发展改革委副主任王昌林、财政部副部长廖 岷、商务部部长助理袁晓明、海关总署副署长王令浚和海南省委书记、省人大常委会主任冯飞，海南省 委副书记、省长刘小明介绍海南自由贸易港建设有关情况，并答记者问。 发改委王昌林：85个国家的人员可免签入境海南 王昌林在国新办新闻发布会上表示，经党中央批准，定于2025年12月18日正式启动海南自贸港封关运 作。 王昌林：现阶段封关政策措施可以概括为"四个更加" 王昌林在7月23日国新办新闻发布会上表示，结合海南发展（002163）的实际，国家发展改革委会同有 关方面制定了现阶段的封关政策措施，具体可以概括为四个"更加"。 国家发展改革委：2025年12月18日正式启动海南自贸港封关运作 一是实施更加优惠的货物零关税政策，一线进口零关税商品税目比例将由21%提高至74%；二是实施更 加宽松的贸易管理措施，在一线进口方向，对全国现有的部分禁止限制类进口货物做出开放性安排；三 是实 ...

外贸展现出较强韧性，民营企业成主力军。上半年，全市货物进出口总额4366亿元，同比增长 7.1%。其中，出口3098亿元，增长12.5%。民营企业出口2380亿元，增长13.4%，快于全部出口0.9个百 分点。特别值得注意的是，杭州对共建"一带一路"国家出口1517亿元，增长19.9%，增速快于全部出口 7.4个百分点。 在当前复杂多变的国内外经济环境下，这份成绩来之不易。我们可以看到，服务业对经济增长贡献 率近七成，工业新动能持续壮大，消费市场稳步复苏，外贸出口展现较强韧性，共同推动经济高质量发 展。 作为经济"压舱石"的工业数据，上半年，全市规模以上工业增加值2252亿元，同比增长6.9%，实现 平稳增长，新动能持续积蓄。其中，高新技术产业、战略性新兴产业、装备制造业增加值分别增长 8.5%、9.2%和10.5%，均高于规上工业平均水平。 一直以来，先进制造业是制造业未来升级的方向，也是杭州培育新质生产力的主阵地。今年，杭州 全力建设五大产业生态圈，打造具有更强创新力、更高附加值、更可靠的产业链供应链体系，加快推进 新型工业化。其中，汽车制造业是杭州重点布局的产业之一，上半年，全市新能源汽车产量增长 11 ...

Group 1 - The human-robot and innovative drug sectors are gaining market attention this year, with a strong outlook for innovative drugs in the second half of the year, characterized by high certainty and significant potential [1] - Domestic innovative drug companies are expected to leverage excellent clinical data, ongoing product internationalization, and commercialization to achieve better performance [1] - The upgrade of Chinese innovative drugs is seen as a necessary evolution rather than an option, with companies that possess hard technology and can continuously create clinical value likely to succeed [1] Group 2 - There is strong confidence in the potential of Chinese companies within the global AI wave, focusing on five core investment areas: AI infrastructure, AI applications, domestic AI supply chain, intelligent robotics and autonomous driving, and edge AI [1] - AI is viewed not just as a branch of technology but as a structural force driving the next round of global economic growth, representing a high-certainty and high-growth potential sector [1] Group 3 - As the largest carbon emitter globally, China is under pressure to meet carbon reduction commitments, while also being the largest manufacturing country, making manufacturing upgrades crucial for high-quality development [1] - The integration of manufacturing with artificial intelligence and low-carbon initiatives is seen as a vital path for technological innovation and investment opportunities [1] - Key areas for technological upgrades in Chinese manufacturing include solid-state batteries, perovskite photovoltaics, flying cars, autonomous driving, green data centers, and robotics [1] Group 4 - Future focus will continue on four directions: opportunities in the consumer sector, industries likely to benefit from stable growth expectations, national security and domestic substitution in specialized sectors, and high-tech manufacturing related to new productivity [1]

Core Viewpoint - The article highlights the significant growth in per capita disposable income across various provinces in China for the first half of 2025, indicating an overall improvement in living standards and purchasing power, with urban areas showing higher income levels compared to rural areas [1][2]. Provincial Income Analysis - In the first half of 2025, 11 provinces reported per capita disposable incomes exceeding 20,000 yuan, with Shanghai and Beijing leading at over 45,000 yuan [2]. - Shanghai's per capita disposable income reached 46,805 yuan, ranking first, while Beijing's was 45,144 yuan, ranking second [2]. - The contribution of wage income to the increase in disposable income was significant, with Beijing's average wage income at 29,447 yuan, growing by 5.3% year-on-year, contributing 71.3% to the increase in disposable income [2]. - Zhejiang ranked third with a per capita disposable income of 37,813 yuan, while Jiangsu surpassed 30,000 yuan, reaching 30,706 yuan [2]. - Other provinces like Tianjin, Guangdong, Fujian, Shandong, Chongqing, and Liaoning ranked fifth to tenth in disposable income [2]. Industrial and Urban Development - The article notes the rising industrialization and urbanization levels in central and western regions of China, driven by technological innovation and the development of modern industrial clusters [3]. - Cities like Wuhan, Chengdu, Chongqing, and Hefei have seen rapid growth in emerging industries and high-end manufacturing, attracting talent and increasing local income levels [3]. - Wuhan, for instance, had over 16,500 high-tech enterprises by the end of 2024, contributing significantly to its GDP [3]. - Hefei's electric vehicle industry has also seen substantial growth, with production exceeding 1.35 million units last year and a strong presence of major automotive manufacturers [3].

Economic Performance - China's GDP grew by 5.3% year-on-year in the first half of 2025, an increase of 0.3 percentage points compared to the same period last year and the entire previous year [1] - The economic performance demonstrates resilience and stability amid external pressures, contributing positively to global economic recovery [2][3] External Environment - The global economic recovery faces challenges from unilateralism and protectionism, impacting China's economic stability [2] - Despite these challenges, China's economic growth is viewed positively by international observers, highlighting its role in maintaining global supply chain stability [2][3] Consumption and Retail - The retail sales of consumer goods increased by 5.0% year-on-year, with online retail sales rising by 8.5% [4] - Government policies aimed at boosting consumption, such as trade-in programs and subsidies, have effectively stimulated market activity [4] Technological Innovation - China is making significant strides in digital economy, smart manufacturing, and green transformation, particularly in AI and robotics [5][6] - The country ranks 11th in the global innovation index, marking it as one of the fastest-growing economies in terms of innovation over the past decade [5] Foreign Investment - Over 24,000 new foreign-invested enterprises were established in China in the first five months of 2025, reflecting a growth of over 10% [7] - China's high-level openness and improved business environment continue to attract foreign investment, particularly in high-tech and green energy sectors [7][8] Trade Relations - China's trade with ASEAN countries grew by 9.6%, and trade with Belt and Road Initiative countries increased by 4.7% [7] - The country is actively enhancing its trade ties and participating in global economic governance, contributing to its role as a "stabilizing anchor" in global trade [7][8]

Core Viewpoint - Hainan Free Trade Port offers a comprehensive tax incentive system, including zero tariffs, low tax rates, and simplified tax regulations, effective from 2025, aimed at attracting businesses and fostering economic growth [1]. Group 1: Corporate Income Tax - Hainan's corporate income tax policy features "universal applicability + special care," with core policies extended until the end of 2027, providing long-term tax stability for businesses [3]. - A unified corporate income tax rate of 15% will apply to all registered companies in Hainan, significantly lower than the mainland's 25% standard rate, with additional exemptions for certain industries [4]. - Companies in encouraged industries can enjoy further tax benefits if their main business revenue exceeds 60% of total income, including exemptions on overseas direct investment income [4]. Group 2: Import Taxation - The zero-tariff list has expanded to 453 items, allowing companies to import raw materials without tariffs, VAT, or consumption tax, significantly reducing production costs [7]. - Companies producing goods with over 30% added value from imported materials can also benefit from tariff exemptions when selling to the mainland [9]. - The zero-tariff policy for transportation and tourism-related imports has been optimized, continuing to support the industry [10]. Group 3: Personal Income Tax - Hainan's personal income tax system offers dual-track incentives for high-end talent and ordinary residents, making it one of the most competitive in the country [12]. - High-end talent earning over 300,000 yuan annually can have their effective tax burden capped at 15%, significantly reducing their tax liabilities compared to the mainland [13]. - Ordinary residents will be taxed at a lower progressive rate of 3%, 10%, and 15%, compared to the mainland's higher rates [14]. Group 4: Specific Industry Incentives - Hainan has introduced a combination of "zero tariffs + special subsidies + facilitation measures" for key industries such as tourism, high-tech, and biomedicine [15]. - The medical tourism pilot zone allows for zero tariffs on imported drugs and medical devices, significantly reducing costs for patients [16]. Group 5: VAT Transition and Sales Tax Reform - 2025 marks a critical year for tax reform in Hainan, with transitional VAT policies and plans for a simplified sales tax system post-closure [17]. - The sales tax will combine various taxes, potentially lowering rates, requiring businesses to adapt their operational models accordingly [20]. Group 6: Policy Applicability and Compliance - To benefit from Hainan's tax incentives, companies must meet "substantive operation" requirements, avoiding the status of "shell companies" [22]. - Companies must apply for zero-tariff qualifications through the "Hainan International Trade Single Window," with tax benefits subject to verification by tax authorities [23]. Group 7: Case Studies - A cross-border e-commerce company utilized the zero-tariff policy on imported raw materials, achieving a significant reduction in overall tax burden [24]. - A biopharmaceutical company registered in Hainan benefited from reduced corporate income tax and R&D expense deductions, leading to substantial tax savings [24].