Group 1 - The core viewpoint emphasizes the need for tailored development of new productive forces, adhering to practical realities and specific analyses [1][4] - The National Development and Reform Commission (NDRC) advocates for a unified national strategy to optimize major productivity layouts and prevent redundant construction and "involution" competition [4] - Local advantages should be leveraged, encouraging regions to identify their roles in the national development framework and set reasonable goals based on their resources and industrial foundations [7] Group 2 - A modern infrastructure system is to be constructed, focusing on new infrastructure, comprehensive transportation systems, new energy infrastructure, and modern water networks [12] - There is a push for breakthroughs in key core technologies across various sectors, including integrated circuits, industrial mother machines, high-end instruments, basic software, advanced materials, and biomanufacturing [14] - Policies will be implemented to promote green finance and consumption, facilitating the green and low-carbon transformation in key areas such as industry, urban construction, transportation, and energy [17] Group 3 - The establishment of an open, shared, and secure national integrated data market and technology market is prioritized, alongside the development of technology finance to enhance capital market functions [19]

北京商报讯（记者 刘洋 卓洋）12月29日，国家发展改革委创新和高技术发展司在刊发的《因地制宜发 展新质生产力》署名文章中提出，在推进高水平科技自立自强中培育新质生产力。新质生产力主要由技 术革命性突破催生而成，引领发展新质生产力是科技创新肩负的重要历史使命。 其中，一是要加强基础研究，坚持自由探索式和目标导向基础研究"两条腿"走路，做好战略性、前瞻 性、体系性布局，提高投入比例，加大稳定支持力度，产生更多"从0到1"的基础研究成果；二是要加强 原始创新，强化科学研究、技术开发原始创新导向，优化有利于原创性、颠覆性创新的环境，产出更多 标志性原创成果，孕育更多原创思想、原创技术、原创产业；三是要加强关键核心技术攻关，用好新型 举国体制优势，采取超常规措施，全链条推进集成电路、工业母机、高端仪器、基础软件、先进材料、 生物制造等重点领域关键核心技术攻关取得决定性突破。 ...

（来源：沈阳日报） 以产业需求为导向，推动科技与经济深度融合。落实"人工智能+"行动，建设国家新一代人工智能公共 算力开放创新平台，打造国产化技术应用场景。会同相关部门推进实施"智改数转"行动，推动集成电 路、工业母机、高端仪器等领域突破"卡脖子"技术。实施优质企业梯度培育工程，储备30家科技领军企 业。 以人才为核心，打造区域创新人才高地。依托重大科技专项培育战略科学家、科技领军人才，支持院士 在沈建设工作站。建立青年科学家工作站，推动青年优秀科学家进入科技评审专家库，全年支持中青年 科技人才项目不少于110项。 以开放为路径，拓展协同创新空间。实施省级及以上国际科技合作项目30项，布局建设国际科技合作基 地15家。落实《"哈长沈大"科技创新一体化发展合作框架协议》，建设都市圈飞地创新中心，优化科创 资源跨域配置。 以生态为保障，激发创新主体活力。推进科研类事业单位改革，强化科技政策与产业、人才、金融政策 衔接。出台"沈科积分"实施方案，推广"人才贷""研发贷"等产品，为企业"输氧供血"。坚持项目为王， 全力做好向上争取、向外引进、向内培育工作，确保实现"十五五"良好开局。 沈阳日报、沈报全媒体 记者 岳雨 ...

摘要 ： 关键核心技术是国之重器，对推动我国经济高质量发展、保障国家安全都具有十分重要的意义， 必须切实提高关键核心技术攻关能力，把科技发展主动权牢牢掌握在自己手里，为高质量发展提供坚强有 力的科技支撑。 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。 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出： " 全链条推动集 成电路、工业母机、高端仪器、基础软件、先进材料、生物制造等重点领域关键核心技术攻关 取得决定性突破。 " 这是发挥新型举国体制优势、打赢关键核心技术攻坚战的重要举措。 关 键 核 心 技 术 是 国 之 重 器 ， 对 推 动 我 国 经 济 高 质 量 发 展 、 保 障 国 家 安 全 都 具 有 十 分 重 要 的 意 义，必须切实提高关键核心技术攻关能力，把科技发展主动权牢牢掌握在自己手里，为高质量 发展提供坚强有力的科技支撑。 近年来，我国关键核心技术攻关加速突破，第五代移动通信（5G）、北斗导航、高速铁路、 核电等领域攻克一批重大关键核心技术。但集成电路、工业母机、高端仪器、基础软件、先进 材 ...

采取超常规措施 全链条推动集成电路、工业母机、高端仪器、 基础软件、先进材料、生物制造等重点领域 关键核心技术攻关取得决定性突破 突出国家战略需求 部署实施一批国家重大科技任务 加强基础研究战略性、前瞻性、体系化布局 提高基础研究投入比重 加大长期稳定支持 @科技工作 a Tre Carter Just 这些关键技术 完善新型举国体制 新华社国内部出品 强化科学研究、技术开发原始创新导向 优化有利于原创性、颠覆性创新的环境 产出更多标志性原创成果 —"十五五"规划建议 加强原始创新和关键核心技术攻关,是 为了加快扭转关键核心技术受制于人的 局面,尽快突破"卡脖子"问题,筑牢 科技支撑引领的根基。加强关键共性技 术、前沿引领技术、现代工程技术、颠 覆性技术创新,强化研以致用、研用一 体,创造更多有用的发明,筑牢产业发 展的技术基础,加快将科技创新成果转 化为现实生产力。 阴和俊 科技部党组书记、部长 海报制作：贾稀荃 记者：刘祯 ...

Group 1 - The core focus of China's economic policy in 2026 will shift towards technological self-reliance and new productivity paradigms, moving away from the traditional real estate and investment-driven growth model [1] - The report emphasizes the importance of integrating resources through a new type of national system, focusing on key technologies such as integrated circuits, industrial mother machines, and high-end instruments, while also planning for future industries like quantum technology and sixth-generation mobile communications [1] - The structural transformation aims to enhance the security of the industrial chain and create a high-quality supply system, fostering a virtuous cycle among technology, industry, and finance to inject long-term growth momentum into the capital market [1] Group 2 - The logic of stimulating domestic demand is undergoing a profound shift, transitioning from physical consumption driven by subsidies for appliances and automobiles to service consumption as the new engine [1] - China's service consumption currently accounts for less than 50%, significantly lower than the nearly 70% in the United States, indicating substantial room for improvement [1] - The aging population is driving the "silver economy," while younger generations prefer experiences and spiritual satisfaction, further reinforcing the structural upward trend in service consumption, supported by intensive policy initiatives [1] Group 3 - The global liquidity environment is expected to improve significantly in 2026, with the Federal Reserve potentially initiating an unexpected rate-cutting cycle due to increasing fiscal pressures and political cycles [2] - The weakening of the US dollar will create favorable conditions for global risk assets, particularly emerging market equities, benefiting both A-shares and Hong Kong stocks [2] - Domestic policies focusing on technology and consumption will provide valuation support, potentially leading to a market value reconstruction trend, with quality growth and high-dividend leaders showing investment value [2]

人民财讯12月19日电，中共安徽省委关于制定国民经济和社会发展第十五个五年规划的建议发布，其中 提出，加强原始创新和关键核心技术攻关。以超常规举措加强关键共性技术、前沿引领技术、现代工程 技术、颠覆性技术创新。动态梳理"卡脖子"技术清单，推动集成电路、新型显示、工业母机、高端仪 器、基础软件、先进材料、生物制造、核心种源等重点领域关键核心技术攻关取得重大突破。强化目标 牵引和需求导向，建立重大科技攻关任务凝练、发布机制，重点实施一批省级科技创新攻坚计划。探索 专家实名推荐的非共识项目筛选机制。加强基础研究战略性、前瞻性、体系化布局，提高基础研究投入 比重，加大长期稳定支持。强化科学研究、技术开发原始创新导向，优化有利于原创性、颠覆性创新的 环境，产出更多标志性原创成果。 ...

工商银行青岛市分行深刻把握金融服务实体经济本源，将强化企业科技创新主体地位作为核心任务，把 金融支持关键技术攻关写入《科技金融实施意见》，全面做好顶层推动。分行科技金融中心紧密对接青 岛市科技局等主管部门，建立常态化沟通协作机制，精准对接项目清单展开"滴灌"式服务。经过一年努 力，工行青岛分行针对全市百余个2025年关键技术攻关主体及相关企业，已实现开户覆盖率接近60%， 授信率突破40%，获贷企业户均增贷超5000万元，为更多原创性、颠覆性科研成果的诞生注入金融活 水。 工行青岛分行将支持全市百余家承担关键技术攻关任务的科技企业作为支持重点，创新专属服务场景。 在关乎国家战略安全的集成电路领域，深度支持某龙头半导体企业进行关键设备更新与先进制程升级， 累计提供专项贷款超10亿元，为其突破技术瓶颈、实现产能倍增提供坚实保障，巩固了国家在半导体产 业链的核心竞争力。 工行青岛分行精准布局支撑现代工业体系的工业母机领域，重点支持某高端液压标杆企业在液压驱动装 置上持续精进，产品广泛应用于工程机械、农业机械、海工装备、能源装备等领域，企业于今年10月启 动北交所上市辅导；助力某重点特种钢研发制造企业攻克优特钢生产中 ...

Group 1 - The 2025 Higher Education Technology Achievement Fair was held in Guangzhou, focusing on the theme "University-Enterprise Collaboration, Integrated Innovation: Supporting the Development of New Quality Productivity" and attracted over 600 universities to showcase cutting-edge technological achievements in strategic emerging industries [1] - The fair highlighted the transformation of high-tech achievements from theoretical research to practical applications, addressing both future explorations and current industrial pain points [1] - The Guangdong-Hong Kong-Macao Greater Bay Area has seen significant improvements in the efficiency of technology transfer from universities, with a 101% increase in authorized invention patents and a 255% increase in the number of transformed achievements from 2020 to 2024 [2] Group 2 - Major breakthroughs in critical fields such as seed industry, high-end instruments, and industrial software have been achieved by universities in the Greater Bay Area, exemplified by the development of new shrimp and scallop varieties that have significantly reduced reliance on imports and supported local industries [2] - The first atomic microwave electric field instrument and the world's first quantum terahertz camera were developed by a research team at South China Normal University, breaking foreign monopolies in high-end quantum measurement equipment [2][3] - The third-generation semiconductor wafer optical parameter testing system developed by Dongguan University of Technology addresses domestic technical gaps and supports the booming semiconductor industry in the Greater Bay Area [3] Group 3 - A series of high-value technological achievements have emerged from universities in the Greater Bay Area, with several projects generating over 100 million yuan in value, such as a patented technology for olefin dimerization that is expected to reduce production costs by 50% and generate an annual output value of 2.5 billion yuan [4] - The development of an EB virus vaccine by a team at Sun Yat-sen University has led to a project worth over 100 million yuan, showcasing the potential for significant financial returns from university research [4] - The Hong Kong University of Science and Technology (Shenzhen) has established a vibrant innovation and entrepreneurship ecosystem, successfully incubating over 170 projects and registering more than 80 companies within three years [7] Group 4 - The Greater Bay Area universities are constructing a "rainforest-style" innovation ecosystem that encourages technology transfer by breaking down policy and procedural barriers, thus enhancing the commercialization of research outcomes [6] - Shenzhen University has implemented a model that grants 100% empowerment to researchers, significantly boosting their motivation for technology transfer and resulting in the establishment of 24 new companies with contracts exceeding 100 million yuan [6] - Jinan University has developed a model that reduces the financial burden on companies through phased payments and revenue sharing, facilitating the successful implementation of major research outcomes [6] Group 5 - Universities in the Greater Bay Area are focusing on building platforms, providing professional services, and offering financial support to facilitate the final stages of technology transfer [7] - Guangdong University of Technology and other institutions are creating a comprehensive support system for the entire lifecycle of innovation and entrepreneurship, enhancing the maturation, incubation, and industrialization of technological achievements [7] - The establishment of verification centers for industrial internet applications aims to support early-stage technology validation, significantly increasing the success rate of technology transfer [7] Group 6 - The universities in the Greater Bay Area are becoming crucial players in the development of new quality productivity by focusing on key common technologies, frontier-leading technologies, and disruptive technologies, aligning with national strategic goals [8]

Core Viewpoint - The article emphasizes the investment opportunities and macroeconomic trends arising from China's "14th Five-Year Plan" and the upcoming "15th Five-Year Plan," highlighting the importance of high-quality development and the need for structural reforms in the economy [5][6][13]. Group 1: Macroeconomic Trends - The global economy is facing significant changes, particularly due to the U.S.-China relationship, which is a crucial factor influencing both economies and the global landscape [6][9]. - China's economic growth is projected to achieve around 5% for the year, despite challenges such as a decline in fixed asset investment and lower consumer spending [10][11]. - The current economic environment is characterized by a long-term real estate cycle, with adjustments expected in the housing market, particularly in major cities [10][20]. Group 2: Investment Opportunities - The "15th Five-Year Plan" presents numerous investment opportunities, particularly in technology, consumer sectors, and infrastructure, as the government emphasizes economic construction and reform [13][19]. - The focus on technological self-reliance and innovation is highlighted as a key area for future growth, with significant potential for companies involved in AI and other advanced technologies [14][17]. - The article notes that consumer spending is expected to rise, driven by demographic changes and government policies aimed at boosting consumption [19][20]. Group 3: Market Outlook - The A-share market is anticipated to perform well, with a positive outlook for corporate earnings growth, despite current challenges in ROE [26][27]. - The article suggests that structural opportunities exist within the market, as companies adapt to changing economic conditions and consumer demands [27][28]. - A diversified asset allocation strategy is recommended, with gold being highlighted as a valuable asset for long-term investment [28].