历史的智慧，藏在时间的记忆里。 40年前，市民形容厦门"道路不平，电灯不明，电话不灵，自来水经常停"。 新时代的厦门，成为习近平总书记赞誉的高素质高颜值现代化国际化城市。 写就鹭岛华丽蝶变的，是《1985年—2000年厦门经济社会发展战略》（以下简称《发展战略》）书写的 战略雄心，是"逢山开路，遇水架桥"的改革决心，是一张蓝图绘到底的发展恒心，是"我将无我，不负 人民"的如磐初心。 "把顶层设计和摸着石头过河结合起来"。30多年来，一张蓝图与一座城市，彰显着思想伟力，诠释着中 国之治。 （一） 一张蓝图，标注战略思维和系统观念。 厦门远海码头，无人驾驶集装箱卡车在5G信号覆盖下穿梭来往，"开放厦门"通江达海；平均每4秒钟生 产一块柔性屏，厦门天马显示科技有限公司无人车间争分夺秒，"创新厦门"持续攀登；筼筜湖白鹭蹁 跹、湖清水碧，人与自然和谐共处，"美丽厦门"日新月异……今日厦门高质量发展的生动场景，源于30 多年前绘就的蓝图。 从谋划经济建设、产业发展、体制改革，到部署科技创新、生态保护、精神文明建设、教育人才等各方 面工作，时任厦门市委常委、常务副市长的习近平同志领导制定的《发展战略》，为厦门擘画了一张全 ...

Industry Overview - In the first four months of the year, China saw the introduction of 8.09 million new consumer products, bringing the total number of consumer goods to over 200 million, indicating a significant increase in both quantity and technological sophistication [1] Flexible Display Technology - The flexible display, referred to as OLED flexible screens, is a key innovation in the smartphone industry, allowing for devices that can fold and bend, enhancing user experience and functionality [2][5] - The production of flexible screens involves nearly 1,000 processes and takes over 20 days, with factories operating at 100% automation and covering an area equivalent to 100 football fields [7] - The thickness of these flexible screens can be as low as 0.187 mm, making them thinner than traditional screens, which can be up to one-third thicker [7][9] Market Trends and Projections - Currently, 40% of smartphones sold are equipped with flexible screens, reflecting their growing popularity and market penetration [9] - The OLED display panel and module market in China is projected to exceed 100 billion RMB in 2024, with a year-on-year growth of 38% and a 52% share of the international market [16] - By 2025, the global market for foldable phones is expected to grow significantly, with China's market shipment projected to exceed 12 million units, capturing half of the global market share [18] Supply Chain and Economic Impact - The production of flexible screens has led to a complete and reliable supply chain, with advancements in domestic materials reducing reliance on imports and enhancing cost-effectiveness [12][14] - The flexible screen industry has generated over 200 billion RMB in investments, involving more than 500 companies and creating over 100,000 jobs [19]

目提供各类产品，累计为国产航空发动机开发几十个品种，这家公司客户包括中核集团、中广核、中国商 发、赛峰、罗罗等。 前言 《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 核电+航空发动机，拥有核柔性屏蔽材料和防护服产品，可控核聚变设备已通过验证，为我国所有核电项 ...

中国城市经济竞争与发展综合评估机构最新发布2025年城市分级榜单，该排名基于国际影响力、经济活 力、创新动能、枢纽价值等维度综合评定。 世界一线城市维持北京、上海、香港、广州、深圳五席格局；中国一线城市包括武汉、杭州、成都、重 庆、天津、苏州、南京、台北八城；厦门则位列中国二线城市阵营，展现差异化发展路径。 世界一线城市四个 北京凭借央企总部与中关村科创生态，跨国公司地区总部增至218家；上海依托陆家嘴金融城与临港新 片区，口岸贸易额占全球3.2%。 香港发挥自由港与离岸人民币枢纽优势，2025年跨境理财通规模突破1.8万亿；广深双核驱动大湾区， 深圳高新技术产值占GDP超62%，广州白云机场旅客吞吐量蝉联全球第一。 厦门二线阵营 厦门作为中国二线城市的佼佼者，以"小而美"模式突围。 其核心竞争力在于金砖创新基地聚集37家跨国研发中心，跨境电商进出口额占福建52% 。 此外，联芯集成电路28纳米良品率达98%，天马微电子柔性屏出货量全球第三 。 同时，厦门鼓浪屿数字文旅项目年营收破40亿，邮轮母港重启后开通8条国际航线 但经济体量仍是短板——GDP仅为苏州的36%，需借力"海洋经济"与"数字丝路"突破规模瓶颈 ...

Group 1 - The private economy is a vital force in promoting Chinese-style modernization and high-quality development, as emphasized by Xi Jinping's remarks on the broad prospects for private economic development [1][2] - The theoretical policies regarding the private economy have evolved significantly over the past 40 years, reflecting a deepening understanding of its role and importance within the socialist system [2][3] - The number of private enterprises in China has increased to 56.707 million as of January 2025, a 5.2-fold increase since 2012, representing over 92% of all enterprises in the country [3] Group 2 - The private economy has shown significant growth in scale, innovation capability, and market competitiveness, contributing over 70% of technological innovations in the country [3][4] - By 2024, the total import and export volume of private enterprises is expected to reach 24.33 trillion yuan, accounting for 55.5% of China's total foreign trade [3] - The overall economic environment in China remains favorable for the development of the private economy, supported by a robust industrial system and a large consumer market [4][5] Group 3 - The government has implemented a series of policies to optimize the business environment for private enterprises, including the release of the "Opinions on Promoting the Development of the Private Economy" [5] - The political, economic, and social environments are currently very conducive to the growth of the private economy, with a focus on fair competition and legal protections [5][6] - Challenges facing the private economy include cyclical economic issues and external environmental changes, but these are seen as temporary and manageable [6] Group 4 - Companies are encouraged to pursue high-quality development by focusing on core competencies, technological innovation, and improving internal governance [6] - The importance of adapting to market changes and consumer demands is highlighted, with examples of companies successfully transforming through digitalization and innovation [10][12] - The narrative of private enterprises emphasizes the need for a proactive approach to embrace change and enhance competitiveness in a global market [15]

2025上海车展上，超百款新车全球首发，聚焦显示交互的智能座舱成为一大亮点。如今，车载显示"千亿赛道"逐渐明朗。天风证券预计，到2025年，我国的 车载显示市场规模将达1100亿元。据市场调研机构Omdia与DSCC预测，全球车载显示市场将在2024至2028年间以8%的年均复合增长率持续增长，其中 OLED渗透率预计从2023年的2.3%提升至2028年的12%以上。 近日，OLED产业领军企业维信诺（002387.SZ）全球首发多项车载显示解决方案，充分发挥AMOLED多形态、高分辨率、低功耗、高可靠性等优势，为智 能座舱内饰设计和驾乘体验带来更多可能。透明车窗变身高清屏幕，穹顶天窗变成"天幕影院"，车门饰板后的木纹内饰，"真身"是一块显示屏，在未激活时 保持隐形……全面提升了视觉及交互体验，推进AMOLED车载显示进入新拐点。 全球首款柔性AMOLED车载滑移中控屏 维信诺与红旗联合开发的14.2英寸AMOLED滑移中控屏，已搭载于"红旗·国雅"高端行政轿车。屏幕采用UTG超薄玻璃方案，厚度仅0.8mm，整体重量小于 250g，支持超20万次滑移卷曲。收纳时可作为中控屏，展开后扩展至14.2英寸。值得一 ...

今天是不是还挺刺激的，下午一点半之后那一波下跌看着挺唬人的，但好在这一次有资金站出来兜住了底，前几天领跌的双创今次率先反弹，从-1%一路 涨到了+3%，让很多股民已经冰冷的心又活过来了。 在创业板里权重较高的锂矿板块一骑绝尘，以+9.66%的涨幅高居榜首，至于原因有几种说法，一是中国铁路首次大规模运输动力锂电池，之前由于安全 原因一直是不运的，这几年随着锂电池技术达到安全标准，终于在11月19日迎来历史突破。 如果只是这么个消息不至于急速拉升涨停，还有一个消息就是澳大利亚的锂矿因为持续低价停产，这属于是被咱们给卷赢了。另外还有小作文，内容高 敏，写必没，反正也是利好。 三条消息，就好比三个猎人同时开抢，猎物倒毙，到底是谁打中的不好说。反正涨了就行，今天下午的反弹是从创业板开始的，而创业板的反弹是从锂矿 开始的。 除开消息面的短期刺激，锂矿板块也已经呈现出明显的行业反转趋势，低效产能陆续退出，需求端持续回暖，和光伏类似都属于有中长线逻辑的板块。 昨天逆势上涨的破净概念板块（银行、钢铁）今天几乎垫底，看来市场对所谓的市值管理并没有多看好，我也不看好，银行常年破净是一个市场逐渐定价 的结果，很理性，一点也没冲动。a ...