《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》明确提出，"培育壮大新兴产业和 未来产业""着力打造新兴支柱产业""前瞻布局未来产业"。 在"十四五"圆满收官、"十五五"扬帆启航的关键节点上，以新兴产业和未来产业为代表的新赛道活力迸 发。2025年，新兴产业在集群壮大、技术迭代的双重驱动下，市场机遇不断涌现；未来产业在实现技术 突破向场景落地的跨越中，市场空间逐步显现。业内专家表示，新兴产业与未来产业均属于高天花板、 高成长性的"长坡厚雪"赛道。展望"十五五"，随着技术深化落地，新兴产业集群将持续扩容，未来产业 将逐步成长为新经济增长点。 市场空间持续释放 "十四五"期间，我国新兴产业加速发展并形成规模效应，一批万亿元级市场空间逐步显现。 2025年，我国商业航天产业已站在爆发前夜。朱雀三号遥一运载火箭发射入轨，揭开了我国可重复使用 运载火箭密集首飞的序幕；卫星互联网星座部署提速；三大电信运营商陆续获卫星移动通信业务经营许 可，卫星互联网应用场景加速渗透至个人用户市场，相关产业链不断延伸。 航空航天打开了新空间，低空经济则在民生领域开发更多机遇。全国首批载人类民用无人驾驶航空器运 营合格证的颁发， ...

本报记者 李乔宇 "十四五"期间，我国在高水平科技自立自强的征程上留下了坚实足迹，以新兴产业和未来产业为代表的新赛道活力迸发。 在新兴产业成为经济增长重要引擎的同时，我国也积极布局未来产业。"十四五"以来，我国在未来产业前沿领域进展迅 速，人工智能、量子信息、生物制造等一批未来产业关键领域取得突破。 嫦娥六号实现世界首次月球背面采样返回、国产大飞机C919腾空起飞、具身智能走进大众生活、第六代移动通信（6G） 时间表日趋清晰……新兴产业在集群壮大、技术迭代的双重驱动下，万亿元级市场机遇不断涌现；未来产业在从技术突破向场 景落地的跨越中，市场空间逐步显现。 受访专家表示，新兴产业与未来产业均属于高天花板、高成长性的"长坡厚雪"赛道。立足"十五五"新起点，随着技术深化 落地，新兴产业集群将持续扩容，未来产业将逐步成长为新经济增长点。二者将协同发力、双轮驱动，以硬核实力壮大经济发 展新引擎。 新兴产业集群发展 "十四五"期间，我国新兴产业快速发展并形成规模效应，多个万亿元级市场加速成型。 2025年，我国商业航天产业站在爆发前夜。朱雀三号遥一运载火箭以及长征十二号甲遥一运载火箭发射入轨，揭开了我国 可重复使用运载火 ...

本报（chinatimes.net.cn）记者刘凯 北京报道 12月29日，"筑基强国路——中国制造'十四五'成就展"在国家博物馆开幕。展览通过六大板块、三百余 件（套）展品，全景式呈现"十四五"期间中国制造业的辉煌成就。在众多代表国家尖端水平的展品中， 由赛力斯与华为联合设计的问界M9，作为唯一入选的新能源汽车，与国产大飞机C919、复兴号动车组 等"国之重器"并列展出。这一殊荣，不仅是对一款产品的认可，更是对中国汽车产业实现历史性跨越的 权威注解。 汽车工业是现代工业体系的重要标志，而智能新能源汽车则是当今科技革命与产业融合的集大成 者。"十四五"时期，中国新能源汽车产业取得决定性胜利，年产销规模突破1300万辆，连续十年全球第 一，并构建了全球最完善的产业链。业界观点认为，问界M9能够置身于国家最高历史文化殿堂，象征 着在向制造强国迈进的征程中，中国汽车产业已从过去的"跟跑""并跑"，在高端智能新能源赛道上进入 了"领跑"阶段，成为彰显国家科技创新与工业实力的关键力量。 与"国之重器"同辉 本次成就展中，问界M9的亮相位置即传递出深刻含义。它并非被陈列于普通的"交通工业"或"消费 品"展区，而是置身于代 ...

科技赋能激活新动力，创新底色越擦越亮。贵州高度重视创新驱动，深入推进"科技入黔"，创新平台建 设、关键技术攻关、科技成果转化等多个领域取得显著成效，科技创新有力支撑高质量发展。深入实 施"六大重大科技战略行动"，扎实推动科技创新和产业创新深度融合，重塑科技创新平台体系，在桥梁 建造、矿产资源勘探及精深加工、新能源电池材料等领域突破一批关键技术，综合科技创新水平指数突 破50%。"中国天眼"再创纪录，已发现脉冲星1152颗，超越同期国际同类探测成果总和。在长征火箭、 神舟飞船、国产大飞机C919这些国之重器上，都有"贵州制造"的贡献，众多科技成果正从实验室加速 走向生产线、转化为现实生产力。 产业发展取得新突破，发展结构越转越优。贵州坚持大抓产业、主攻工业，创新推进"富矿精开"，加快 建设"六大产业基地"，锚定数字生产力和绿色生产力，因地制宜发展新质生产力，构建具有贵州特色的 现代化产业体系。工业成为全省经济发展的"顶梁柱"，对经济增长的贡献率从2020年的17.1%提升至 2024年的36.7%。特别是以数字经济、新能源为代表的新兴产业快速崛起，今年前三季度电子信息制 造、汽车制造、新能源电池材料产业增加值分 ...

截至2025年12月16日收盘，航空航天ETF天弘(159241)换手15.13%，成交8991.17万元，市场交投活跃。跟踪的国证航天航空行 业指数(CN5082)下跌0.88%。成分股方面涨跌互现，航天电子(600879)领涨9.99%，航天发展(000547)上涨6.40%，雷电微力 (301050)上涨3.95%。 截至12月16日，航空航天ETF天弘(159241)近1周规模增长8082.37万元，近1周份额增长5800.00万份，实现显著增长。 广发证券认为，当前军用航空发动机领域需求旺盛，受益于装备列装提速和实战化训练强度提升，发动机订单有望稳步释放。 同时，民用航空方面，国产大飞机C919交付速率逐步提升，带动民用航发配套需求增长，产业链存在产能外溢机会。此外，燃 气轮机市场也呈现强劲需求，GE Vernova预计2025年底电力业务板块订单积压总量将达80吉瓦，交付周期延伸至2029年，反映 出全球范围内动力系统供应紧张格局。在此背景下，具备核心技术能力的国产航发企业将迎来重要发展机遇。 【更多产品】 | 乙员星 | | | | --- | --- | --- | | 159977 | 创业 ...

今日摘要 《求是》杂志发表习近平总书记重要文章《推进党的自我革命要做到"五个进一步到位"》。 应习近平邀请，法国总统将访华。 系列报道《新思想引领新征程·非凡"十四五"》今天播出：推动绿色低碳发展，助力中国式现代化。 系列报道《学习贯彻四中全会精神在基层》今天来看：北京、江西深化数据资源开发利用，推动高质量 发展。 今年以来，一系列政策举措加力实施，持续激发民间投资活力。 今年我国快递业务量已突破1800亿件，创历史新高。 五部门联合开展医养结合促进行动。 多国人士表示，高市早苗的错误言论凸显日本政治右倾化加剧的趋势，国际社会须对此高度警惕。 内容速览 《求是》杂志发表习近平总书记重要文章《推进党的自我革命要做到"五个进一步到位"》 12月1日出版的第23期《求是》杂志发表中共中央总书记、国家主席、中央军委主席习近平的重要文章 《推进党的自我革命要做到"五个进一步到位"》。 应习近平邀请 法国总统将访华 应国家主席习近平邀请，法国总统马克龙将于12月3日至5日对中国进行国事访问。 【新思想引领新征程·非凡"十四五"】推动绿色低碳发展 助力中国式现代化 2025年"读懂中国"国际会议在广州举办 11月30日至1 ...

Market Overview - A-shares experienced a mild upward trend with the Shanghai Composite Index rising 0.05% to 3836.77 points, while the Shenzhen Component and ChiNext Index increased by 0.37% and 0.31% respectively [1] - The total trading volume in both markets was approximately 1.73 trillion yuan, a decrease of 237.9 billion yuan compared to the previous Friday, indicating a slight cooling in market activity and a more cautious investor sentiment [1] - The Hong Kong market showed strong performance, with the Hang Seng Index and Hang Seng Tech Index both rising around 2%, highlighting a new dynamic in cross-market capital flows [1] Sector Performance - The defense and military sector led the gains with an increase of 4.31%, followed by computer, media, social services, and light manufacturing sectors, which saw increases between 1.18% and 3.49%, forming a "technology + consumption" dual-driven pattern [1] - Conversely, resource sectors such as lithium, coal, and oil & petrochemicals experienced notable declines, with drops ranging from 1.09% to 4.93%, indicating a shift in funds from high-valuation cyclical stocks to growth-oriented sectors [1] Military Industry Focus - The military theme was the market's focal point, with the military index surging 8.37% in a single day, driven by policy, capital, fundamentals, and news factors [2] - Key drivers included the upcoming Central Economic Work Conference emphasizing national defense modernization, a continuous inflow of northbound capital, and public funds prioritizing low-valuation, high-elasticity military stocks [2] - The fundamental backdrop includes accelerated deliveries of the domestic C919 aircraft, faster deployment of carrier-based aircraft, and record-high commercial space launch frequencies, enhancing the industry's performance expectations [2] Geopolitical Influence - Geopolitical concerns were heightened by Japan's missile deployment in sensitive areas, further stimulating activity in the military sector [3] Long-term Market Dynamics - The strength of the military sector reflects a deeper investment logic in "hard technology" amid China's economic transformation [4] - The rebound of tech stocks in Hong Kong, such as Alibaba and NetEase, resonates with the military sector's performance, driven by expectations of regulatory normalization and attractive valuations for foreign capital [4] - The market is expected to continue a structural trend, with military, AI applications, and media sectors showing upward momentum, while low-valuation sectors like consumption and pharmaceuticals may have opportunities for catch-up in a moderately recovering economy [4] Investment Outlook - The market's driving logic is shifting from purely policy-driven to a dual focus on "earnings + policy," with signs of corporate profit improvement emerging, which may lay the foundation for a long-term bull market [4]

Group 1 - The core viewpoint emphasizes that China will leverage innovation to drive development and enhance international cooperation in technology during the "15th Five-Year Plan" period [1][2][3] - China aims to significantly improve its self-reliance in technology and achieve breakthroughs in key core technologies, integrating technological innovation with industrial innovation [2] - The country plans to increase its R&D investment to over 3.6 trillion yuan in 2024, marking a 48% increase from 2020, and aims to elevate its comprehensive innovation capability ranking from 14th to 10th [1] Group 2 - China has established technology cooperation relationships with over 160 countries and regions, signing 119 intergovernmental technology agreements, and is actively contributing to global technology governance [3] - The focus on open and collaborative technology development is exemplified by companies like BYD, which share core technologies across the industry [3] - The strategic choice to prioritize technological innovation is seen as essential for China's modernization and high-quality development, aiming to create a globally competitive environment for technological innovation [3]

Group 1 - The core viewpoint emphasizes the importance of high-level technological self-reliance and innovation as a foundation for China's modernization and development [1][2] - During the "14th Five-Year Plan" period, China's R&D investment is projected to exceed 3.6 trillion yuan in 2024, marking a 48% increase from 2020 [1] - China's comprehensive innovation capability ranking has improved from 14th to 10th place, highlighting the country's growing significance in the global innovation landscape [1] Group 2 - The "15th Five-Year Plan" aims to significantly enhance technological self-reliance and core technology breakthroughs, integrating technological and industrial innovation [2] - The next five years will focus on building a strong education, technology, and talent framework to enhance the overall effectiveness of the national innovation system [2] - China's technological innovation is seen as a key driver for global technological advancement, with the country entering an "innovation explosion period" [2][3] Group 3 - China has established technology cooperation relationships with over 160 countries and regions, demonstrating its commitment to global technological collaboration [3] - The country has initiated various international technology cooperation agreements and initiatives, including the "Global Artificial Intelligence Governance Initiative" [3] - Chinese companies are promoting open-source technology and sharing core technologies, exemplified by BYD's approach in the electric vehicle sector [3]

Core Viewpoint - The article emphasizes China's role as a stabilizing force in the world, highlighting its economic resilience and strategic planning as key contributions to global development and progress [1][2]. Economic Performance - During the "14th Five-Year Plan" period, China's economy has consistently surpassed significant milestones, crossing 110 trillion, 120 trillion, and 130 trillion yuan, with expectations to reach 140 trillion yuan this year [2]. - China's contribution to global economic growth remains around 30%, with an average annual growth rate of 5.5% [2]. - The manufacturing sector has maintained its position as the largest in the world for 15 consecutive years [2]. Strategic Planning and Innovation - China has entered the top ten of the global innovation index for the first time during the "14th Five-Year Plan" period, with total R&D expenditure ranking second globally [3]. - Significant achievements include the operation of the first domestically produced large cruise ship, the successful commercial flight of the C919 aircraft, and the completion of the Chinese space station "Tianhe" [3]. - The country is leading in the production and sales of new energy vehicles, showcasing advancements in digitalization, intelligence, and green technology [3][4]. Global Cooperation and Trade - China is committed to expanding high-level openness and sharing development opportunities with the world, as evidenced by the establishment of 22 free trade pilot zones and signing 23 free trade agreements with 30 countries and regions [5]. - The "Belt and Road Initiative" has facilitated infrastructure development and economic integration across various regions, enhancing global supply chains [6][7]. Multilateral Engagement - China has actively participated in multilateral platforms, supporting the development of emerging economies and promoting cooperation through initiatives like the Shanghai Cooperation Organization and the BRICS New Development Bank [7][10]. - The country emphasizes the importance of multilateralism and fair governance in addressing global challenges, contributing to a more equitable international order [9][10].