按照产业引领、专班分工、区域联动、精准落地原则，《意见》细化北京、上海、深圳三大驻点专班任 务，实现重点区域与重点产业精准匹配。储能产业依托锂电基础，紧盯固态电池、系统集成、核心装备 等环节；高性能材料立足铝、铜、镁、钛、碳纤维优势，延链发展精深加工与高端复合材料；生物经济 聚焦高原特色资源，打造生物提取、生物医药、医疗器械等；电子信息围绕硅基半导体、新型显示强链 补链；绿色算力以"京数青算"为抓手，对接智算中心、超算中心全链条项目。同时，主动布局低空经 济、氢能、具身智能、光热配套等新赛道，培育新质生产力。 本报西宁讯 （记者 张慧慧） 为主动适应招商引资新形势新挑战，2月9日，西宁（国家级）经济技术开 发区印发《关于进一步加强区域招商专班工作的意见》，以系统化部署、清单化推进、闭环式管理，推 动驻点招商持续发力。 《意见》明确"稳住晶硅、拓展储能、深化有色、壮大生物、算电协同、培育新质"的产业思路，围绕新 能源、新材料、绿色算力、生物经济四大核心赛道，精准招引锻长板、补短板、填空白、强投资的优质 项目，加快构建具有西宁特色与竞争优势的现代化产业体系。并提出量化攻坚目标，即各招商专班全年 对接企业不少于20 ...

点击 最 下方 关注《材料汇》 ， 点击"在看"和" "并分享 添加 小编微信 ，遇见 志同道合 的你 正文 未来产业由前沿技术驱动，当前处于孕育萌发阶段或产业化初期，是具有显著战略性、引领性、颠覆性和不确定 性的前瞻性新兴产业。大力发展未来产业，是引领科技进步、带动产业升级、培育新质生产力的战略选择。 | 地区 | 未来制造 | 未来信息 | 中国各地区的未来产业全景图 未来材料 | 未来能源 | 未来空间 | 未来健康 | | --- | --- | --- | --- | --- | --- | --- | | | 智能制造 激光制造 循环制造 共享制造 | 卫星互联网 量子信息; 大模型 | 先进基础材料升级 高性能碳纤维、先 | 核聚变 氢能 新型储能 | 载人航天 探月探火 ア星导航 深海作业装备 深海智能无人平台 | 细胞和基因技术 合成生物 脑 交互 | | | 生物制造 | | | | | | | | 纳米制造 | 下一代移动通信 | | 核能 | | | | | | | | | 临空无人系统 | | | | | | | | 先进高效航空器 | | | | | | | | 深海潜水器 | | ...

Core Insights - The article discusses the investment strategies and market predictions for 2026, emphasizing the importance of rational decision-making amidst market noise [2] Group 1: Macroeconomic Trends - The new Federal Reserve chair is expected to initiate two interest rate cuts in the first half of 2026, with a possibility of a third cut later in the year, which will significantly alter global capital flows [6] - A weaker US dollar is anticipated, leading to a stronger Chinese yuan, with projections suggesting the yuan could surpass 6.5 against the dollar by 2026 [7] Group 2: Market Predictions - The A-share market is expected to experience a "balanced bull market" in 2026, driven by liquidity, profit improvements, and policy support [9] - Key sectors to watch include emerging industries such as integrated circuits, new displays, and biomedicine, which are set to receive policy and funding support [9] Group 3: Investment Strategies - Investors are advised to focus on "dividend assets" that provide stable returns and valuation recovery, particularly in sectors like banking, insurance, and energy [10] - The overarching investment strategy for 2026 is to align with liquidity easing, follow policy and industry trends, and maintain a balanced portfolio to navigate market fluctuations [11]

Core Viewpoint - The economic landscape of China is witnessing significant growth, with Shandong becoming the third province to surpass a GDP of 10 trillion yuan, alongside Guangdong and Jiangsu. Meanwhile, the Sichuan-Chongqing region is projected to exceed a combined GDP of 10 trillion yuan by 2025, marking a historic economic milestone for the area [1][2]. Group 1: Economic Milestones - Shandong has officially announced its GDP has surpassed 10 trillion yuan, joining Guangdong and Jiangsu as the only provinces to achieve this status [1]. - The Sichuan-Chongqing region is expected to surpass a combined GDP of 10 trillion yuan by 2025, with the Chengdu-Chongqing economic circle projected to exceed 9 trillion yuan [1][2]. Group 2: Historical Context - Historically, Sichuan and Chongqing were part of the same province until 1997 when Chongqing was designated as a direct-controlled municipality, leading to a division that impacted economic dynamics [2][4]. - The re-establishment of the Chengdu-Chongqing economic circle signifies a return to collaboration between the two regions, which were once unified [2][6]. Group 3: Economic Growth Drivers - In 2022, Sichuan's GDP reached 6.77 trillion yuan, while Chongqing's GDP was 3.37 trillion yuan, ranking them 5th and 16th among Chinese provinces, respectively [7]. - The regions have benefited from over 800 billion yuan in fiscal transfer payments, alongside national strategic support for the western development and significant infrastructure investments [9]. - Key industries contributing to this growth include electronics, advanced manufacturing, and distinctive consumer goods, with Sichuan and Chongqing forming several trillion-yuan industrial clusters [9][10]. Group 4: Industrial Competitiveness - Sichuan and Chongqing have established five national-level advanced manufacturing clusters, including electronics and biomedicine, which are crucial for their economic competitiveness [10][11]. - The regions are also focusing on innovation in emerging industries, such as new energy vehicles and advanced materials, to sustain long-term growth [11][12]. Group 5: Future Economic Positioning - By 2025, Sichuan is projected to maintain its position as the largest economy in Central and Western China, with a GDP of 6.77 trillion yuan, surpassing Henan's 6.66 trillion yuan [12][14]. - The competition between Sichuan and Henan will depend on industrial strengths and regional development strategies, with Sichuan emphasizing its electronic information and high-end equipment sectors [14][15].

苟日新，日日新，又日新。 昨天（1月29日）下午，2026年昆山市新型工业化推进会暨人工智能创新发展大会举行。这是继 2024年、2025年后，昆山再次以"新型工业化"为主题开启2026年重点工作的新篇。 在这场持续两小时、会聚千人的大会上，"人工智能"与"AI"成为贯穿始终的高频词与核心脉络。对 昆山而言，加快发展人工智能早已不是一道"可选项"，而是关乎城市未来竞争力的"生存题"，更是抢占 新赛道、构筑新优势的"战略抉择"。会上掷地有声的承诺激荡全场："所有资金需求，我们全力保障； 所有资金成本，我们协同分担；所有算力缺口，我们统筹补齐；所有空间需要，我们优先供给！" 唯有主动识变、应变、求变，才能在新一轮发展中不掉队、不失速、不褪色。昆山正将人工智能深 度植入产业升级的主脉络，以生态构建与场景落地双轮驱动，高筑县域经济长期高质量发展的"数字护 城河"。 植入AI基因，定义智能产品新形态 在立讯精密的智慧流水线上，一部部即将发往全球的AI手机正进行最终检测。它们的"大脑"能理解 复杂指令，"眼睛"能识别细微瑕疵。包括这款AI手机在内，每天八大类超百款终端产品从昆山发往全球 各地。 "缺什么，招什么"，30多 ...

Core Viewpoint - Hubei is entering a critical phase of development characterized by a combination of strategic elevation, transformation for high-quality growth, and the acceleration of key construction projects, aiming for decisive progress in the next five years [1][3]. Group 1: Economic Performance - Hubei's GDP grew by 5.5% over the past year, reaching a total economic output of 6.26 trillion yuan, reflecting the effectiveness of its development strategies [2]. - The optical electronics industry in Hubei has seen significant growth, with its scale surpassing 1 trillion yuan and accounting for approximately 25% of the global fiber optic cable production [2]. Group 2: Strategic Development - The "Four Periods" concept is emphasized as an interconnected framework that supports Hubei's development goals, with strategic elevation serving as the guiding target and comprehensive advantage restructuring as the foundational support [1][2]. - The focus on high-quality development transformation is crucial for converting Hubei's advantages in location, education, and industry into competitive strengths, particularly in sectors like storage chips and optical communication [2]. Group 3: Infrastructure and Investment - Hubei plans to invest 50 billion yuan in key projects such as rural parks and new material towns to enhance its development trajectory [4]. - The opening of the Yichang North High-Speed Railway Station and the upcoming completion of the Xiang-Yi Expressway by the end of 2026 are expected to eliminate regional bottlenecks and boost tourism, with over 2 million annual visitors to the Ba Li Huang area [5]. Group 4: Policy and Governance - The provincial government aims to integrate the "Four Periods" into a cohesive strategy that aligns with national development goals, emphasizing innovation-driven growth and improved public welfare [4][5]. - The focus on political leadership and community engagement is seen as essential for fostering a collaborative environment that drives development momentum [4].

继海特生物（300683.SZ）、华工科技（000988.SZ）、联特科技（301205.SZ）之后，又一家湖北A股上市公司筹划港股上市。 1月27日晚，来自武汉光谷的帝尔激光（300776.SZ）发布公告称，为深入推进国际化战略布局，打造多元化资本运作平台，提升国际品牌形象及 全球市场综合竞争力，加快海外业务发展，公司正筹划在港交所主板挂牌上市事宜。目前，公司正与相关中介机构就本次发行上市的相关工作进 行商讨，相关细节尚未确定。 截至发稿，帝尔激光今日股价略涨至约84元，总市值在230亿元左右。 帝尔激光成立于2008年，是全球激光装备制造的领军企业，主要面向光伏、新型显示、半导体等领域提供一体化加工解决方案。其中，在高效太 阳能电池激光加工设备领域长期居于领先地位，以超80%的全球市场占有率稳居行业第一，并将研发中心设到了以色列、新加坡等多个国家和地 区。 近年来，帝尔激光在我国大陆以外地区的销售收入均超亿元，在总营业收入中的占比在10%左右。2025年前三季度，帝尔激光业绩继续保持增长 态势，实现营业收入17.81亿元，归属净利润4.96亿元，扣非净利润4.66亿元，同比分别增长23.69%、29.39 ...

近日，2025年国内主要外贸城市进出口数据公布，外贸50强城市变局再起。 "外贸第五城"之争同样激烈。2025年，东莞和宁波的外贸总额分别为1.57万亿元和1.45万亿元，增速分 别为13.8%和2.6%。凭借增速优势，东莞夺回此前旁落的"外贸第五城"之位。 聚焦头部，深圳继续领跑，上海紧随其后，作为全国唯二的4.5万亿元量级外贸城市，2025年深沪进出 口总额合计占全国的20%左右；苏州外贸总额2.81万亿元，有望在2026年与北京一起站上3万亿元台 阶；东莞"守住"2025年上半年领先优势，超越宁波，拿下"外贸第五城"。 搅动10强格局的最大黑马是金华，背靠"世界超市"义乌，2025年金华外贸进出口总额首次突破万亿元大 关，达10508.6亿元。万亿元体量是什么概念？放在全国省域版图来看，也仅有九个省份达到这一量 级。下个有望晋级的城市指向厦门、青岛和杭州。 2025年也是"十四五"收官之年，若将时间线拉长至过去五年，城市外贸格局变化更明显。首先是深沪的 贴身竞速赛，从"十三五"末上海领先超4000亿元，到"十四五"末深圳领先超400亿元，"外贸第一城"攻 守之势又进入了新阶段。 部分内陆省会城市如西安（ ...

Core Viewpoint - Jinan aims to implement an industrial strong city strategy by 2026, focusing on building a modern industrial system Group 1: Strengthening Advantageous Industries - The city will focus on electronic information, automotive, high-end software, and modern medicine industries, aiming to enhance scale, extend chains, and grow enterprises [2] - In the electronic information sector, Jinan plans to achieve an industry scale of 240 billion yuan by accelerating the construction of semiconductor and micro-display projects [2] - The automotive industry aims for a scale of 180 billion yuan, supporting companies like BYD and Geely in introducing high-end models and promoting collaborative development [2] - The high-end software sector targets a scale of 130 billion yuan, emphasizing the development of industrial software and AI applications [2] - The modern medicine industry, relying on key enterprises, aims for a scale of 52 billion yuan by enhancing various pharmaceutical sectors [2] Group 2: Cultivating Characteristic Industries - Jinan will focus on high-end CNC machine tools, robotics, specialized equipment, steel, advanced materials, and food and bio-manufacturing, aiming to create competitive industrial clusters [4] - The high-end CNC machine tools and robotics sector targets a scale of 55 billion yuan, with key projects like the industrial mother machine park [4] - The specialized equipment industry aims for a scale of 115 billion yuan, with support for leading companies and project expansions [4] - The steel industry will focus on green low-carbon transformation, targeting a scale of 165 billion yuan by developing high-value products [4] - The advanced materials sector aims for a scale of 35 billion yuan, promoting innovation and expansion in chemical and metal materials [4] - The food and bio-manufacturing industry targets a scale of 77.5 billion yuan, supporting innovative development of key enterprises [4]

Group 1 - The core theme of the event in Chengdu is the integration of advanced optoelectronic technology with the aerospace industry, highlighting new development strategies for the aerospace sector [1][2] - Advanced optoelectronic technology is identified as the "core perception hub" of the aerospace industry, driving technological transformation through key optoelectronic components like sensors [1][2] - Chengdu's Jin Niu District is positioned as a potential leader in the aerospace revolution due to its existing industrial foundation in both aerospace and optoelectronics [1][3] Group 2 - The optoelectronic industry is entering a new development cycle, with a total market capitalization of related companies exceeding 1.3 trillion yuan, driven by advancements in artificial intelligence and new applications [2] - The low-altitude economy and aerospace sectors are highlighted as significant growth areas, with air taxis and the need for onboard and satellite communications being key focus points [2] - Jin Niu District has over 120 satellite application and optoelectronic companies, creating a space information industry worth over 40 billion yuan, and has been recognized as a distinctive industrial cluster in Sichuan Province [3] Group 3 - Multiple optoelectronic industrial projects were signed during the conference, indicating strong market interest and the establishment of a comprehensive ecosystem from upstream to downstream [5] - The Jin Niu District has launched a "financial empowerment matrix" with a total scale of 5 billion yuan, aimed at creating a fund ecosystem to support the entire lifecycle of technology development [6] - The establishment of a public service platform for semiconductor packaging and testing is set to provide comprehensive technical services, enhancing innovation and cost efficiency for companies [7]