01部分：区块链的起源与设计哲学 会分五篇文章来讲，接下来正文开始，希望大家喜欢，关注我，我是程序猿Tom。 点击上方蓝字 关注我们 1. 传统电子支付的"信任危机"区块链（Blockchain）的诞生并非偶然，它是对现代互联网贸易中长期存 在的"信任成本"的一次深刻反思。在 Satoshi Nakamoto（中本聪） 于 2008 年发表白皮书之前，互联网 贸易"已经变得几乎完全依赖金融机构作为可信任的第三方来处理电子支付" 1。这种中心化模式虽然高 效，但引入了固有的风险和成本，包括交易延迟、中介费用，以及对单一机构的过度信任。 图1. 中本聪纪念像对于 数字货币而言，最大的挑战是如何解决"双重支付"（Double Spending）问题。在缺乏中央权威验证的情 况下，一枚数字文件如何能像实物黄金一样，一旦支付给某人，就无法再被原所有者复制或二次使用？ 传统方法依赖银行等第三方机构对交易记录进行时间戳和序列化。而区块链的设计哲学，正是寻求用数 学和分布式计算的确定性，来取代这种对人性或机构的信任。2. 创世纪：比特币白皮书的诞生 (2008)2008 年，署名为 Satoshi Nakamoto（中本聪） ...

基础设施建设方面，《方案》提出构建"三张网"：可信数据流通"一张网"将加快推进数据流通利用基础 设施试点，探索隐私计算、区块链等可信流通技术；绿色协同算力"一张网"将优化全省算力布局，加快 全国一体化算力网络粤港澳大湾区国家枢纽节点韶关集群建设；空天地海通信"一张网"将加快部署5G- A网络，推进大湾区通导遥一体化低轨星座建设和运营，深化北斗卫星导航增强系统建设，构建粤港澳 大湾区"北斗+5G"高精度时空服务网络。 产业创新层面，《方案》明确深入实施"广东强芯"工程、核心软件攻关工程，显示制造装备"璀璨行 动"。加强算力产业新供给，建成具有国际影响力的半导体与集成电路产业聚集区，打造全国集成电 路"第三极"。同时布局数据产业新赛道，培育数据产业"瞪羚""独角兽"企业。构建算法产业新生态，支 持通用大模型与行业专用模型研发，建设琶洲人工智能大模型应用示范区。 11月20日，省人民政府办公厅印发《广东省国家数字经济创新发展试验区建设方案（2025—2027年）》 （下称《方案》），明确提出这一目标：到2027年，数字经济发展水平稳居全国首位，将广东打造为国 际一流数字经济发展高地，将粤港澳大湾区建设为全球数字化水 ...

Core Insights - Philippe Aghion, Peter Howitt, and Joel Mokyr were awarded the 2025 Nobel Prize in Economic Sciences for their contributions to the theory of "innovation-driven economic growth" [2] - Aghion and Howitt were recognized for their theory of "creative destruction," which explains how innovation disrupts old orders and drives economic vitality through continuous upheaval and reconstruction [2][3] - Aghion emphasizes the importance of balancing competition and protection for those affected by "creative destruction," using examples like artificial intelligence to illustrate both job displacement and job creation [11][13] Group 1: Creative Destruction Theory - The "creative destruction" theory, initially proposed by Joseph Schumpeter, posits that new innovations replace old technologies, with economic growth driven by new firms entering the market through innovation [7] - Aghion's optimistic view contrasts with Schumpeter's more pessimistic outlook, as he believes effective competition policies can prevent established firms from creating barriers to market entry [8] - The theory's three core components include cumulative innovation, entrepreneurial drive for temporary monopoly profits, and the paradox of innovation needing monopoly profits while also potentially stifling new innovations [7][8] Group 2: China's Economic Landscape - Aghion notes that China has made significant strides in areas like blockchain, solar panels, electric vehicles, and autonomous driving, showcasing its true innovative capabilities [13] - He identifies China's large domestic market, skilled labor force, and governance that combines market competition with industrial policy as key advantages for future growth [13] - Aghion highlights the need for improvements in China's financial ecosystem, particularly in venture capital and institutional investment, to support frontier innovation [13] Group 3: Global Innovation and Protectionism - Aghion expresses concern over the rise of protectionism, particularly in the U.S., arguing that it hinders innovation by limiting global market access and competition [16][17] - He advocates for free trade as a crucial driver of innovation, enabling cross-border flow of technology and competition [16] - Aghion suggests that China should strengthen its domestic competition mechanisms and seek long-term partnerships with Europe to maintain its competitive edge amid rising protectionism [18] Group 4: Personal Insights and Future Plans - Aghion reflects on the impact of receiving the Nobel Prize, noting it has changed how he is perceived and increased the scrutiny of his statements [24][25] - He plans to continue his research in economic growth, artificial intelligence, green transition, and effective social security systems, particularly in the context of China [25] - Aghion emphasizes the importance of young people asking fundamental questions and maintaining resilience in the face of challenges [28][30]

根据《通知》，两业融合发展区申报主体为县（市、区）和省级及以上开发区，区域主导产业突出，申 报时制造业增加值（营业收入）占比达30%以上，且县（市、区）上一年度地区生产总值超过200亿 元，开发区上一年度营业收入超过100亿元。 打造融合发展平台载体，围绕制造业共性服务需求，持续推动工业设计中心、质量认证中心、检验检测 中心、共性技术平台、中试基地等建设。围绕产业园区"十百千"产业集群体系，配套建设共享仓储、供 应链管理等生产性服务业平台和专业化服务机构。 两业融合发展区原则上每年申报一次，申报主体在推动制造业企业向服务型制造转变、生产性服务业深 度赋能制造、两业深度融合发展方面取得明显成效，具有显著引领和辐射带动效应。 同时，建设融合发展重点项目，加强融合发展品牌赋能，加强品牌评价和推广服务，办好地方特色品牌 创建活动，打造两业融合领军品牌。 记者昨日从省政府办公厅获悉，我省印发《关于开展河南省先进制造业和现代服务业融合发展区培育工 作的通知》，在全省开展先进制造业和现代服务业融合发展区培育工作，推动先进制造业和现代服务业 全要素、宽领域、高水平深度融合，着力培育和发展新质生产力，构建现代化产业体系。 培育 ...

海峡创新在公告中强调，公司目前经营情况正常，主营业务未发生重大变化，且前期披露的信息不存在需要更正或补充之处。经向控股股东 等核实，不存在应披露而未披露的重大事项，也不存在处于筹划阶段的重大事项。此外，控股股东及实际控制人在股票异常波动期间未买卖 公司股票。 从业绩方面看，海峡创新今年三季度净利润仍处于亏损状态。据三季报显示，公司第三季度实现营业收入1933.78万元，同比增长2.25%； 归属于上市公司股东的净利润为亏损2260.59万元。前三季度实现营业收入9205.78万元，同比增长4.75%；归属于上市公司股东的净利润 为亏损1723.83万元。 值得一提的是，就在上周五，另外一只牛股合富中国也因短期涨幅过大宣布停牌核查。停牌核查前，合富中国多次发布公告提示风险，称公 司当前股价涨幅与公司经营业绩、行业情况严重偏离，提醒消费者勿受市场情绪过热影响，审慎投资。 海峡创新(300300) 11-17 20:56:24 深 融 | 18.24 | 所属行业:计算机 +1.92% > | | | | | 查看所属板块 > | | | --- | --- | --- | --- | --- | --- | -- ...

【11月3日香港金融科技周上，招金矿业旗下公司与蚂蚁数科成员企业达成战略合作】当日，香港招金 矿业有限公司与Sigma Layer Company Limited订立战略合作备忘录，双方将依托蚂蚁数科区块链与人工 智能核心技术，探索黄金产业在数字化等领域创新应用。招金矿业王立刚、许建卓，蚂蚁集团边卓群、 王博出席签约仪式。首阶段合作聚焦三大方向，包括海外黄金资产数字化与通证化建设及场景探索、 AI驱动的智能化供应链与风控体系、可持续与ESG领域的可信价值传递。此次合作意在技术赋能，提升 黄金产业链透明度、效率与可信度，树立行业数字化转型新标杆。未来双方将以此为起点，探索更多创 新场景，推动黄金产业向智能化、绿色化演进。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 本文由 Al 算法生成,仅作参考,不涉投资建议,使用风险自担 和讯财经 xun.co 和而不同 迅达天下 扫码查看原文 化演进。 ...

Core Viewpoint - The emergence of new productive forces driven by technological breakthroughs is essential for promoting high-quality green development, emphasizing the harmony between humans and nature [1][2]. Group 1: Green Technological Innovation - New productive forces are characterized by a focus on green production, integrating advanced technologies like IoT, big data, cloud computing, and blockchain to enhance ecological value and drive green technological innovation [2][3]. - The development of new productive forces supports the establishment of a green innovation chain, facilitating the transformation of low-carbon and zero-carbon technologies [2][3]. - Emphasis on digital empowerment and ecological information systems is crucial for promoting green low-carbon technologies and improving environmental monitoring [2][3]. Group 2: Green Low-Carbon Transformation of Production Methods - New productive forces prioritize ecological value, asserting that protecting the environment equates to protecting productivity, and improving the environment contributes to productivity growth [4][5]. - The transition from traditional non-renewable energy to clean renewable energy is essential, requiring the development of a clean, low-carbon, and efficient energy system [4][5]. - The integration of digitalization and green practices is necessary for upgrading traditional production methods and enhancing energy efficiency [5][6]. Group 3: Building a Green Industrial System - The transformation of traditional industries towards green low-carbon practices is facilitated by advancements in digital and low-carbon technologies, which help eliminate outdated capacities [6][7]. - The cultivation of emerging green industries is supported by cutting-edge technologies focused on energy conservation and emission reduction, promoting sectors like new materials, renewable energy, and high-end manufacturing [6][7]. - A strategic layout for green industrial chains is essential, ensuring resilience and security in the supply chain while promoting the greenization of the entire product lifecycle [7].

Core Viewpoint - Beijing has taken a significant step in utilizing capital markets to cultivate new productive forces, focusing on mergers and acquisitions (M&A) to enhance the quality of listed companies and promote industrial upgrades in the capital city [1][2]. Group 1: Focus on New Productive Forces - The policy encourages listed companies to actively implement Beijing's high-precision industry development plans, particularly in strategic emerging industries such as artificial intelligence, healthcare, integrated circuits, and smart connected vehicles [2][3]. - The emphasis is placed on advanced fields like embodied intelligence, quantum information, blockchain, and advanced computing as key areas for M&A, aligning with the "14th Five-Year Plan" [2][3]. Group 2: Enhancing M&A Efficiency - The policy aims to streamline decision-making processes for state-owned listed companies, thereby increasing efficiency in M&A activities and addressing existing market pain points [3][4]. - It encourages companies to leverage capital markets for rapid development through IPOs or M&A, enhancing the role of state-owned capital in driving new productive force development [3][4]. Group 3: Strengthening Intermediary Services - The policy supports the integration of resources among Beijing's securities firms to enhance their advisory capabilities and facilitate M&A transactions [4]. - It promotes the establishment of a non-profit M&A service platform involving various stakeholders, including industry associations and financial institutions, to create a comprehensive M&A ecosystem [4][7]. Group 4: Market Reactions and Future Implications - Some listed companies in Beijing have expressed interest in the new policy, indicating plans to utilize M&A tools to enhance their operational capabilities and shareholder returns [5][6]. - The policy is expected to activate the M&A market in Beijing, optimize the industrial structure, and foster globally competitive leading enterprises in the long term [6][7]. Group 5: Service Platform Development - A new service platform for M&A and development has been established, aiming to combine online systems with offline activities to provide high-quality services for listed companies [7][8]. - The platform will focus on organizing industry-specific events and training sessions to facilitate M&A activities and enhance resource integration [7][8].

Core Insights - The concept of "digital empowerment" is gaining significant attention as digital technologies rapidly integrate into various sectors, transforming production methods, lifestyles, and social governance [1][2] Group 1: Digital Economy Growth - The digital economy in China is experiencing explosive growth, with the core industry value added expected to account for approximately 10% of GDP by 2024, and the number of 5G base stations reaching 4.251 million [1] - New innovative scenarios created by digital technologies are reshaping the future of production and life, including applications in digital agriculture, smart water management, and intelligent factories [1] Group 2: Challenges in Digital Empowerment - There are deep-seated issues that hinder the innovative application of digital technologies, such as the need for improved infrastructure and the existence of institutional barriers in the marketization of new data elements [2] - Key challenges include data rights confirmation, pricing, trading, and distribution, which require urgent solutions to unlock the potential of digital empowerment [2] Group 3: Technological Innovation and Reform - To fully harness the potential of digital empowerment, technological innovation and systemic reform are essential, focusing on strengthening technology, expanding application scenarios, and optimizing resource allocation [2][3] - Encouraging the establishment of various innovative platforms in the data field and promoting foundational research and original technology innovation are critical steps [2] Group 4: Resource Optimization - The government and market should leverage their respective advantages to enhance resource allocation, with the market playing a decisive role while the government provides guidance [3][4] - There is a need to construct a data element market and break down institutional barriers that restrict the smooth flow of resource elements [3] Group 5: Infrastructure Development - The construction of digital infrastructure should be prioritized, including the implementation of the "East Data West Computing" project and the development of diversified computing resources [4] - Enhancing communication network efficiency and expanding coverage of next-generation communication networks are vital for supporting digital services [4]

Core Insights - The shipping industry is facing significant uncertainties, including energy structure adjustments, climate change challenges, and supply chain restructuring, with digitalization and intelligence becoming key solutions for development [1] Group 1: Digital Transformation in Shipping - The transformation towards digital intelligence in the shipping industry is a new trend and a strategic focus for the high-quality construction of the Shanghai International Shipping Center [1] - Global shipping giants are actively promoting digital technology development, with companies like Maersk exploring autonomous driving technology and supply chain efficiency improvements [3] - In China, state policies have supported the development of intelligent shipping since the 13th Five-Year Plan, with companies like COSCO Shipping Group and China Merchants Group implementing digital technology applications [3] Group 2: Technological Advancements in Shanghai - Shanghai is advancing its port and shipping digital transformation, with the Yangshan Deep-Water Port Phase IV automation terminal utilizing 5G and AI technology, achieving a 30% increase in container loading and unloading efficiency [4] - The establishment of blockchain infrastructure for shipping hubs has been completed, with electronic bills of lading and multi-modal transport services now operational [4] Group 3: Challenges in Digitalization - The shipping industry's digitalization faces challenges such as the need for unified standards, data accessibility, and sufficient collaboration among stakeholders [5] - Differences in smart ship technology standards between countries and data sharing barriers are significant obstacles to the industrialization of new digital technologies in shipping [5][6] - A public framework with standardized data rules and government principles is necessary to ensure interoperability among platforms, ports, and vessels [6]