超级赛道迎来重磅利好政策。 1月9日，据上海市人民政府网站，上海市人民政府办公厅印发《上海市支持先进制造业转型升级三年行动方案（2026—2028 年）》（以下简称《行动方案》），其中明确，实施结构调优升级、创新攻关强基、能级质效跃升、资源要素支撑四大行 动，并提出了17条具体举措，本方案自2026年1月1日起实施，有效期至2028年12月31日。 关于商业航天、人形机器人等热门赛道，《行动方案》提出，积极引导企业投资布局低空经济、商业航天、具身智能、生物 制造、智能终端等新兴领域，加速电动垂直起降飞行器（eVTOL）、商业火箭、人形机器人等创新产品突破产业规模化发展 瓶颈。 上海最新发布 在实施创新攻关强基行动方面，《行动方案》提出，支持企业加大基础研究投入力度，加强技术储备，达到或者超过1亿元/年 的，给予一次性财政补助1000万元；5000万元（含）至1亿元（不含）/年的，给予一次性财政补助500万元；1000万元（含） 至5000万元（不含）/年的，给予一次性财政补助200万元。对研发费用连续高增长企业，研究给予一次性奖励，带动企业研发 投入持续提升。鼓励企业设立研发中心、全球研发中心和开放式创新平台 ...

近日，上海市人民政府办公厅发布《上海市支持先进制造业转型升级三年行动方案（2026—2028年）》 （以下简称《行动方案》），自2026年1月1日起实施，有效期至2028年12月31日。 （五）加速关键核心技术攻关。支持企业聚焦激光制造、量子、光子、新型功能材料、新型能源等前沿 技术开展基础研究。聚焦集成电路、大飞机、高端装备、仪器仪表、工业软件等重点产业链和产业链关 键环节，支持企业开展核心技术和重点技术攻关。（责任单位：市经济信息化委） 四、实施能级质效跃升行动 为加快构建以先进制造业为骨干的现代化产业体系，充分带动大中小企业协同融通发展，《行动方案》 从五个方面提出17项具体措施。具体如下： 一、主要目标 到2028年，新增年产值10亿元以上制造业企业100家，累计超过600家，带动产业链新增规上工业企业 500家，规上制造业企业研发费用占营收比重显著提升。 二、实施结构调优升级行动 （一）优化提升传统优势产业。推动石化企业"去油增化"，布局新型功能材料；钢铁、有色金属企业做 强特种精品钢、做大轻合金；化妆品、食品等轻工企业以生态设计引领新消费，多出国货潮品。符合首 台（套）重大技术装备、首批次新材料条 ...

南都讯 当科技创新成为高质量发展的核心引擎，高校不仅是"论文的产地"，更应成为"产业的引擎"。 12月15日至17日，由教育部高等学校科学研究发展中心与全国高校区域技术转移转化中心（粤港澳大湾 区）联合主办的2025高校科技成果交易会（以下简称"2025科交会"）在广州琶洲广交会展馆盛大启幕。 全国600余所知名高校集结广交会展馆，各领域龙头企业及顶尖投资机构将在此汇聚。 在粤港澳大湾区这片热土上，中山大学、华南理工大学、暨南大学等"双一流"高校正以"硬核"成果回应 时代命题：他们聚焦国家"卡脖子"技术、产业转型升级和社会重大需求，坚持科学研究要从现实需求中 找课题、从企业发展瓶颈中找项目的导向，将论文写在大地上，涌现出许多重点领域项目攻关和成果转 化案例。 透过2025科交会的窗口，我们看到的不是抽象的"制度创新"，而是一个个鲜活的实践——高校如何以技 术突破支撑国家战略，以成果转化赋能区域经济，以创新成果惠及民生福祉。 坚持制度创新 广东高校科技成果转化的"湾区样本" 曾几何时，"不愿转、不敢转、不会转"是横亘在科研人员面前的三座大山。 如今，广东"双一流"高校正以制度创新为突破口，构建起高效协同的科技成 ...

"第二经济大省"江苏今年经济总量将再上一个万亿元台阶。12月11日，江苏"十五五"规划建议发布。在 总结"十四五"时期发展成就时，建议表示，江苏"经济实力显著提升，全省地区生产总值预计突破14万 亿元"。 此前一天，在江苏省政府新闻办举行的发布会上，江苏省发改委副主任林康也透露，过去五年，江苏地 区生产总值连跨3个万亿元台阶，今年有信心突破14万亿元。"'十四五'时期，江苏综合实力跃上新台 阶，13个设区市全部跻身全国百强，万亿级城市增至5座。" 要实现这四大"提升"，前提依然是自身经济发展。江苏特别提到，把坚守实体经济、构建现代化产业体 系作为强省之要。 作为第一制造大省，2024年江苏制造业增加值4.63万亿元，连续4年稳居全国首位，占GDP比重达 33.8%。不过江苏也坦言，自身还面临"新旧动能转换任务艰巨"等挑战。 为此，江苏一方面要支持冶金、化工、轻工、纺织、机械、船舶海工、建材等产业锻长板，加快向价值 链中高端迈进；另一方面，要增强新一代信息技术、新能源、新材料、生物医药、高端装备等产业优 势，培育航空航天、低空经济等增长新引擎；此外，还要加快壮大第三代半导体、氢能、生物制造等成 长型未来产业，推 ...

Core Viewpoint - The Central Enterprise Strategic Emerging Industry Development Fund has been officially launched in Beijing with an initial scale of 51 billion yuan, aiming to support strategic emerging industries and enhance the resilience of industrial chains [4][5]. Fund Structure and Management - The fund has an investment period of 5 years, a management and exit period of 8 years, and can be extended by 2 years, with a maximum total duration of 15 years, characterized as "patient capital" [5]. - It will adopt a "government guidance + market-oriented operation" model, balancing policy objectives with investment returns, and emphasizes early, small, and hard technology investments [5]. - The fund will utilize a "mother fund + direct investment + co-investment" combination model, allowing for both independent investments and collaborations with social capital, local governments, and industrial funds to amplify financial leverage [5]. Funding Sources - The fund is initiated by the State-owned Assets Supervision and Administration Commission (SASAC) and managed by China Reform Holdings Corporation, which plans to contribute 15 billion yuan, accounting for 34.88% of the total [5]. - Other major contributors include Beijing Financial Street Capital Operation Group (11.86 billion yuan, 23.26%), China Mobile Capital (7.12 billion yuan, 13.95%), and Sinopec Capital (5.93 billion yuan, 11.63%) [5]. - Additional contributions come from various central enterprises and their capital platforms, including China National Offshore Oil Corporation, China Unicom, and China Electronics Technology Group [5]. Investment Focus - The fund will primarily support strategic emerging industries such as artificial intelligence, aerospace, high-end equipment, and quantum technology, as well as future energy, future information, and future manufacturing [6]. - Specific areas of investment include: 1. Artificial Intelligence: covering large models, AI chips, and intelligent perception and decision-making systems [6]. 2. Aerospace: focusing on commercial aerospace, satellite internet, and low-altitude economy [6]. 3. High-end Equipment: including smart manufacturing equipment, industrial mother machines, and robots [6]. 4. Quantum Technology: encompassing quantum communication, quantum computing, and quantum measurement [6]. 5. Future Energy: focusing on hydrogen energy, new energy storage, and controllable nuclear fusion [6]. 6. Future Information: covering 6G communication, brain-like computing, and optoelectronic integration [6]. 7. Future Manufacturing: including flexible manufacturing, digital twins, and additive manufacturing [6]. 8. Future Materials: focusing on superconducting materials, two-dimensional materials, and metamaterials [7].

Core Insights - The "Maker Shanghai 2025" competition and the High-Growth Enterprise Acceleration Camp aim to promote the development of small and medium-sized enterprises (SMEs) and cultivate unicorn companies in line with the directives from the 20th National Congress of the Communist Party of China [2][4] Group 1: Event Overview - The competition has been held for ten years, attracting 1,216 projects from 18 districts, focusing on seven key sectors including electronic information, artificial intelligence, and advanced materials [4] - Winning projects like Linding Optics and Volant Aviation showcase strong technological capabilities and growth potential in precision manufacturing and electric vertical takeoff and landing aircraft [5] Group 2: Support Mechanisms - The event emphasizes a "post-competition empowerment" mechanism to transition from selection to continuous service, providing comprehensive support through financial institutions and industry parks [7] - The High-Growth Enterprise Acceleration Camp, in collaboration with Fudan University, will offer strategic services to over 300 companies over the next two years [9] Group 3: Achievements and Impact - Over the past decade, the competition has served more than 6,500 innovative projects, with 96 advancing to national competitions and a total financing scale exceeding 1,973 billion [9] - The initiative aims to foster a "hidden champion" ecosystem among SMEs through a structured nurturing system [9]

Core Insights - The third National Postdoctoral Innovation and Entrepreneurship Competition showcases over 1,700 innovative projects from postdoctoral teams, highlighting cutting-edge technologies that contribute to China's technological development [1][3][4] Group 1: Competition Overview - The competition, held from October 26 to 28 in Jinjiang, Fujian, features four categories: Innovation Competition, Entrepreneurship Competition, Overseas (Belt and Road) Competition, and Challenge Competition [3] - A total of 8,006 postdoctoral projects registered for the competition, with participation from 36,000 individuals, marking a 29% increase in project registrations and a 44% increase in participants compared to the previous edition [4] Group 2: Technological Focus - The competition emphasizes key technologies and common challenges in industrial development, with new categories added for artificial intelligence, robotics, and energy conservation [3] - Projects include advanced topics such as precision medical nanorobots and brain-computer interfaces, aligning with national strategic emerging industries [5] Group 3: Project Support and Funding - Jinjiang city has introduced measures to support projects, including a maximum startup subsidy of 1 million yuan and a talent innovation and entrepreneurship financing loan of 50 million yuan [9] - The competition facilitates the transformation of postdoctoral research outcomes, with 553 units participating in on-site exchanges and 42 venture capital institutions showcasing innovative results [8]

Core Insights - A significant breakthrough in chip technology has been achieved by Chinese scientists, enhancing computational power by three orders of magnitude, potentially reshaping the global tech landscape [1][2]. Group 1: Precision Breakthrough - The new type of analog matrix chip developed by Peking University's Micro-Nano Electronics Research Center has surpassed traditional precision limits while maintaining ultra-low power consumption [2]. - This technology utilizes a multi-state resistive switching memory array and an innovative calibration mechanism to address cumulative error issues in complex calculations [2]. - Testing shows that this chip's energy efficiency significantly outperforms existing high-end GPUs in applications like communication signal processing and neural network inference, opening new possibilities for edge computing devices [2]. Group 2: Engineering Achievements - Three Chinese technological innovations have been recognized among the top ten global engineering achievements, covering artificial intelligence, major equipment, and ecological engineering [4]. - The domestically developed open-source model DeepSeek has been acknowledged for its successful open ecosystem construction, marking it as the first foundational model to receive such recognition [4]. - The "South-to-North Water Diversion" project has gained international acclaim for its scale and technical complexity, while the deep-sea manned submersible showcases advancements in deep-sea equipment [4]. Group 3: Innovation and Patent Conversion - China's high-value patent conversion rate continues to rise, with the industrialization scale of innovative achievements surpassing 500 billion yuan, indicating a rapid transition of technological innovation into productive forces [4]. - In display technology, domestic glass substrates have transitioned from catching up to leading the market, with new processes significantly improving product yield and performance [4]. Group 4: Technological Frontiers - The high-end equipment sector has seen significant advancements, with China's self-developed aircraft carrier completing a series of sea trials and meeting all performance indicators, soon to be officially commissioned [7]. - The capital market has reacted positively to technological innovations, with several semiconductor companies experiencing active stock performance due to recent breakthroughs [7]. - Major scientific infrastructure projects are advancing, supporting cutting-edge scientific research from deep space exploration to deep-sea investigations, showcasing China's vibrant technological capabilities on the international stage [7].

Core Insights - The total assets of central enterprises exceed 90 trillion yuan, with total profits reaching 2.6 trillion yuan, indicating improved quality of state-owned assets and significant progress in high-quality development [1] - The State-owned Assets Supervision and Administration Commission (SASAC) reported that strategic restructuring has been implemented for 10 enterprises, and 9 new central enterprises have been established [2] - The cumulative investment in strategic emerging industries has reached 8.6 trillion yuan, with an annual growth rate exceeding 20% [4] Group 1: Performance and Achievements - Central enterprises' operating income in key sectors exceeds 70%, with over 90% of main business investments and subsidiaries focused on core activities [2] - The market performance of central enterprises' listed companies has improved, with a market capitalization exceeding 22 trillion yuan, a nearly 50% increase since the end of the 13th Five-Year Plan [2] - Cash dividends of 2.5 trillion yuan have been distributed since the beginning of the 14th Five-Year Plan, contributing to market stability [2] Group 2: Strategic Initiatives - The SASAC emphasizes enhancing core functions and competitiveness through systematic and innovative restructuring [1][3] - The development of strategic emerging industries is a priority, with significant investments in sectors like new generation information technology and renewable energy [4][6] - The establishment of venture capital funds by central enterprises, with a total scale nearing 100 billion yuan, focuses on technology-driven investments [5] Group 3: Future Directions - The SASAC plans to continue promoting the "AI+" initiative to enhance the role of central enterprises in artificial intelligence [6] - The focus will be on high-quality planning for the 15th Five-Year Plan, aiming to strengthen emerging industries and improve productivity [6] - The SASAC aims to establish a value creation orientation, with expected increases in value-added and profit totals by 40% and 50% respectively during the 14th Five-Year Plan [7][8]

Core Insights - The central state-owned enterprises (SOEs) in China have made significant progress in high-quality development during the "14th Five-Year Plan" period, achieving historical accomplishments in reform, development, and party building [1][3] Group 1: High-Quality Development - The total assets of central enterprises increased from less than 70 trillion yuan to over 90 trillion yuan, with total profits rising from 1.9 trillion yuan to 2.6 trillion yuan, reflecting annual growth rates of 7.3% and 8.3% respectively [1] - The operating income profit margin improved from 6.2% to 6.7%, and labor productivity per person per year increased from 594,000 yuan to 817,000 yuan [1] Group 2: Technological Innovation - Central enterprises have significantly enhanced their innovation capabilities, with R&D expenditures exceeding 1 trillion yuan for three consecutive years and the investment intensity rising from 2.6% to 2.8% [1][2] - They have established 97 original technology sources and formed 23 innovation alliances, demonstrating a strong collaborative effort in technological breakthroughs [1] Group 3: Modern Industrial System - The development of strategic emerging industries has accelerated, with an annual investment growth rate exceeding 20% in new industries [2] - The "AI+" initiative has deployed over 800 application scenarios, and the digital transformation has led to the establishment of 1,854 smart factories [2] Group 4: Reform and Growth - The restructuring of state-owned enterprises has been optimized, with 10 enterprises undergoing strategic mergers and 9 new central enterprises being established [2] - The core functions and competitiveness of these enterprises have been enhanced through ongoing reforms [2] Group 5: Contribution to National Goals - Central enterprises have contributed over 10 trillion yuan in taxes and transferred 1.2 trillion yuan in state-owned equity to social security funds [3] - They have actively participated in major national strategies and infrastructure projects, including over 6,000 overseas investment cooperation projects [3] Group 6: Economic Stability and Support - Central enterprises are responsible for approximately 80% of crude oil, 70% of natural gas, and 60% of electricity supply in China, playing a crucial role in energy security and logistics [4][5] - The average annual procurement by central enterprises exceeds 15 trillion yuan, impacting around 2 million businesses directly and nearly 7 million indirectly [5]