（来源：北京商报） 近期，多个省份陆续公布地方版"十五五"规划建议，勾勒新质生产力培育、产业创新图景。当人工智 能、低空经济、商业航天渗透到千家万户，未来产业已成为各省"十五五"规划的"必争赛道"。未来产业 作为现代化产业体系的重要组成，以其前瞻性、引领性、颠覆性等特点，成为培育新质生产力的重要抓 手。从广东的"AI+机器人"、浙江的低空经济，到海南"种业+深海+航天"等特色布局，各地立足资源禀 赋与产业基础，走出差异化发展路径，推动未来产业从概念落地为区域经济增长极。 赛道选择：从独特优势到产业胜势 聚焦人工智能、量子科技、生物制造等前沿领域，各地纷纷前瞻布局重大项目，推动科技创新与产业创 新深度融合。比如北京提出培育全球领先的人工智能产业生态，加强高端芯片、基础软件等关键核心技 术攻关；浙江着力打造新兴支柱产业，加快人工智能、航空航天、低空经济、生物医药等产业集群发 展；广东更是明确将"人工智能+机器人"打造成为高技术、高成长、大体量的产业集群，锻造更多万亿 元级、千亿元级产业集群。 辽宁社会科学院副院长、研究员张万强对此表示，当前，以数字经济、人工智能为代表的新一轮科技革 命、产业革命加速推进，前沿技术 ...

（来源：辽宁日报） 转自：辽宁日报 | 关键词 | 新兴产业与未来产业 | | | --- | --- | --- | | 黑保 | 新兴产业布局重点 | 未来产业布局重点 | | 辽宁 | 集成电路装备 机器人 | 深地深海空天 先进储能 | | | 生物医药 航空航天 | 具身智能 | | 江苏 | 新一代信息技术 高端装备 | 第三代半导体 | | | 大飞机集群 | 原子级制造 | | 山东 | 集成电路 智能网联 商业航天 | 深海空天 量子科技 | | | 能源汽车 低空经济 | 元宇宙 | | | 人工智能 低空经济 | 人形机器人 类脑智能 | | 广东 | 商业航天 新型储能 | 量子科技 具身智能 | | | 无人机和无人船 | 氢能和核聚变能 | | 关键词 | 数字化发展 | | | --- | --- | --- | | ક્તરિ | 战略定位 | 差异化举措 | | 辽宁 | 数字辽宁 | 发展数据标注产业 | | | 融入全国一体化 算力体系 | 人工智能赋能工业全要素 | | | | 加强高端芯片、基础软件等关 | | 北京 | 全球数字经济 标杆城市 | 键核心技术攻关 做 ...

（来源：中国政府采购报） 日前，为进一步深化政府采购领域制度改革，优化集中采购管理，提高政府采购质效，江西省财政厅印 发《江西省政府集中采购目录及标准（2026年版）》，自2026年1月1日起实施。 附件:江西省政府集中采购目录及标准(2026年版) 日 以下品目必须按规定委托集中采购机构代理采购。 | 序号 | 留目 | 编码 | 子品目编码 | 备注 | | --- | --- | --- | --- | --- | | | | | 一、货物类 | | | 1 | 服务器 | A02010104 | | | | 2 | 台式计算机 | A02010105 | 1 | | | 3 | 便携式计算机 | A02010108 | | | | 4 | 复印机 | A02020100 | | | | 5 | 投影仪 | A02020200 | 1 | 用于测量、测绘等专用投影仪除外。 | | 6 | 多功能一体机 | A02020400 | | 具有多种办公功能的设备入此,例如带有 | | | | | | 打印功能的复印机等。 | | 7 | 触控一体机 | A02020800 | A3 黑白打印机 | 包括室内型 ...

[Table_Title] 策略研究|策略深度报告 关注"十五五"产业布局的重点方向 [Table_ReportType] ——策略深度报告 [Table_ReportDate] 2025 年 12 月 09 日 | | | | 分析师: [Table_Authors] | 宫慧菁 | | --- | --- | | 执业证书编号： | S0270524010001 | | 电话： | 18028875418 | | 邮箱： | gonghj@wlzq.com.cn | [Table_ReportList] 相关研究 A 股市场投资风格出现切换 A 股三季报盈利能力延续修复 基金配置集中度提升 证 券 研 究 报 告 [Table_RightTitle] 策 略 深 度 报 告 策 略 研 究 ⚫ "十五五"规划建议为产业发展指明方向："十五五"时期 是我国基本实现社会主义现代化夯实基础、全面发力的关 键时期。《建议》将"建设现代化产业体系"作为牵引高质量 发展的首要任务。与"十四五"规划相比，《建议》中现代化 产业体系的内涵更为丰富。三大方向为坚持"智能化、绿色 化、融合化"发展。四项重点任务为优化提升传统 ...

Group 1: Artificial Intelligence Development - Nearly 30 provinces in China have included artificial intelligence in their "14th Five-Year" plans, indicating a significant trend towards new and intelligent industries [1] - Local governments are focusing on establishing technological advantages and expanding international influence in the AI sector, with Beijing aiming to cultivate a leading AI industry ecosystem and Zhejiang promoting an optimal open-source environment [1] - Some regions are exploring the integration of AI with local advantageous industries, such as Inner Mongolia's plan to create a "green computing power + AI" application base [1] Group 2: Sustainable Development of New Energy - Local governments are prioritizing new energy as a key production factor to drive the transformation of traditional industries, with Chongqing aiming to become a global hub for smart connected new energy vehicles [2][3] - The development of new energy industries is expected to shift regional economies from resource-dependent to technology-driven models, enhancing the economic value and sustainability of these regions [3] - Various regions are implementing systematic planning for carbon reduction, with initiatives like Chongqing's comprehensive carbon emission control mechanism and Ningxia's efforts to achieve carbon peak [3]

Core Viewpoint - The article emphasizes the significant achievements in China's internet and information technology sector during the "14th Five-Year Plan" period, highlighting the strategic deployment for the "15th Five-Year Plan" to further strengthen the country's position as a cyber power. Group 1: Achievements in Internet and Information Technology - The internet sector has made substantial progress under the leadership of the central government, with a focus on innovation and security, contributing to China's modernization efforts [2][3]. - The online ecosystem has improved, with over 8.14 billion pieces of illegal and harmful information removed and nearly 170 million harmful accounts dealt with from 2021 to 2024, leading to a clearer online space [2]. - The number of IPv6 active users increased from 462 million to 834 million, and the total number of internet users grew from 989 million to 1.123 billion from the end of 2020 to June 2025, establishing a vibrant online society [3]. Group 2: Cybersecurity Enhancements - A national cybersecurity defense system has been established, enhancing the ability to protect critical information infrastructure and manage data security [3][11]. - Continuous efforts have been made to strengthen personal information protection and data security management, with a focus on compliance and risk assessment [11][12]. Group 3: Legislative and Governance Developments - Over 160 laws and regulations related to internet security and data protection have been enacted, including measures for generative artificial intelligence [4]. - The government has intensified law enforcement against various online violations, ensuring the protection of citizens' rights [4]. Group 4: International Influence and Cooperation - China has actively participated in international governance of cyberspace, promoting initiatives like the Global Artificial Intelligence Governance Initiative and the Global Data Cross-Border Flow Cooperation Initiative [4]. - The establishment of the World Internet Conference's international organization has facilitated broader international partnerships and recognition of Chinese principles [4]. Group 5: Future Directions in Information Technology - The focus will be on accelerating technological innovation in key areas such as artificial intelligence, quantum technology, and 6G, aiming to create new economic growth points [8][9]. - The government plans to enhance the digital economy and improve public services through smart technology, promoting rural digitalization and improving digital literacy [9].

Core Viewpoint - The article emphasizes the significant achievements and strategic plans for China's internet and information technology development during the "14th Five-Year Plan" and the upcoming "15th Five-Year Plan," highlighting the importance of building a strong digital economy and enhancing cybersecurity measures. Group 1: Achievements during the "14th Five-Year Plan" - The internet and information technology sector has made substantial progress, with a focus on innovation and security, contributing to China's modernization efforts [2][3]. - The online ecosystem has improved, with over 8.14 billion pieces of illegal and harmful information removed and nearly 170 million harmful accounts dealt with from 2021 to 2024 [2]. - The number of IPv6 active users increased from 462 million to 834 million, and the total number of internet users grew from 989 million to 1.123 billion from the end of 2020 to June 2025 [3]. Group 2: Strategic Focus for the "15th Five-Year Plan" - The emphasis will be on strengthening the leadership in ideological work and enhancing online content management to maintain a positive online environment [5][6]. - The plan includes promoting technological innovation in key areas such as integrated circuits and artificial intelligence, aiming for breakthroughs in core technologies [8]. - The development of a robust cybersecurity framework is prioritized, with a focus on protecting critical information infrastructure and enhancing data security measures [10][11]. Group 3: International Influence and Legal Framework - China's international influence in cyberspace is being strengthened through initiatives like the Global AI Governance Initiative and the Global Data Cross-Border Flow Cooperation Initiative [4]. - The legal framework for internet governance has expanded, with over 160 laws and regulations established, including those addressing artificial intelligence [4].

Core Viewpoint - The article emphasizes the significant achievements and strategic plans for the development of China's internet and information technology sector, highlighting the importance of building a strong network power as part of the country's modernization efforts [1][2]. Group 1: Achievements During the 14th Five-Year Plan - The internet sector has made substantial progress under the leadership of the Communist Party, with a focus on innovation and security, contributing to China's modernization [2]. - The online ecosystem has improved, with over 8.14 billion pieces of illegal and harmful information removed from 2021 to 2024, and nearly 170 million harmful accounts dealt with [2]. - The digital economy remains the second largest globally, with active IPv6 users increasing from 462 million to 834 million from the end of 2020 to June 2025 [3]. Group 2: Network Security and Legal Framework - A national cybersecurity defense system has been established, enhancing the protection of critical information infrastructure and personal data [3][4]. - Over 160 laws and regulations related to internet security and data protection have been enacted, including measures for generative artificial intelligence [4]. Group 3: Future Plans for the 15th Five-Year Plan - The focus will be on accelerating technological innovation in key areas such as integrated circuits and artificial intelligence, with an emphasis on original research and development [8][9]. - The development of a digital economy will be prioritized, with initiatives to enhance digital infrastructure and promote the integration of digital and traditional sectors [9]. - Strengthening cybersecurity capabilities and data protection measures will be critical, with ongoing efforts to enhance the governance of artificial intelligence [11][12].

Core Viewpoint - The article emphasizes the significant achievements and strategic plans for China's internet and information technology development during the "14th Five-Year Plan" and the upcoming "15th Five-Year Plan," highlighting the importance of building a strong network power and enhancing cybersecurity measures [1][2][3]. Group 1: Achievements during the "14th Five-Year Plan" - The internet and information sector has made substantial progress, with a focus on innovation and security, contributing to China's modernization [2]. - The online ecosystem has improved, with over 8.14 billion pieces of illegal and harmful information removed and nearly 170 million harmful accounts dealt with from 2021 to 2024 [2]. - The number of IPv6 active users increased from 462 million to 834 million, and the total number of internet users grew from 989 million to 1.123 billion from the end of 2020 to June 2025 [3]. Group 2: Key Areas of Focus for the "15th Five-Year Plan" - The plan aims to enhance the role of information technology in high-quality development, with a focus on core technology innovation in areas like integrated circuits and software [3][7]. - There is a commitment to improving the national cybersecurity framework, including the establishment of a comprehensive defense system against major cyber threats [3][9]. - The legal framework for internet governance has expanded, with over 160 laws and regulations established, including those addressing artificial intelligence [4][6]. Group 3: Strategies for Future Development - The emphasis will be on promoting digital transformation and the integration of information technology into various sectors, including agriculture and e-governance [8]. - The development of a robust data security management system and personal information protection measures is prioritized [9][10]. - The government plans to enhance international cooperation in cyberspace governance, promoting initiatives like the Global AI Governance Initiative [4].

Group 1 - Tencent Holdings announced a share buyback of 1.018 million shares on November 19, 2025, for a total amount of 636 million HKD, with a minimum price of 619.5 HKD and a maximum price of 630.5 HKD [1] - In the last 30 days, Tencent has repurchased a total of 2.031 million shares, amounting to 1.271 billion HKD [1] Group 2 - Recent fluctuations in the Hong Kong stock market have revealed long-term investment opportunities, supported by strong policy backing for the technology sector [2] - The Fourth Plenary Session elevated technological innovation to a strategic level, emphasizing the need for significant improvements in "self-reliance and self-strengthening" in technology [2] - The 14th Five-Year Plan has increased the frequency of keywords like "technology" and "industry," indicating a commitment to extraordinary measures for core technology breakthroughs [2] - Key areas such as integrated circuits, basic software, and AI are receiving multiple policy supports, directly benefiting Hong Kong technology companies [2] - Under the influence of relevant policies, sectors like AI healthcare, autonomous driving, and industrial software are rapidly emerging, with R&D investments in Hong Kong tech firms growing over 30% year-on-year [2] - The deep resonance between policy and industry enhances the sustainability of growth logic in the Hong Kong technology sector [2]