习近平总书记指出："要把满足人民对美好生活的向往作为科技创新的落脚点，把惠民、利民、富民、 改善民生作为科技创新的重要方向。" 马克思恩格斯指出，人是物质生产的主体，科学技术作为人类生产实践活动的工具，是人们认识和改造 外部世界的重要手段，是人的感性活动的产物，自然科学"由于人们的感性活动才达到自己的目的和获 得自己的材料"。在《哲学的贫困》中，马克思批判唯心主义关于机器问题的错误认识时强调，当手工 劳动"不再能满足市场需求的时候，人们就感到需要机器。于是人们便想到应用18世纪时即已充分发展 的机械学"。 进入新时代，以习近平同志为核心的党中央将以人民为中心的发展思想贯穿科技创新全过程，将科技自 立自强与为民造福紧密结合，聚焦人民群众在健康、教育、就业、生态等领域的迫切需求，推出一系列 普惠民生的科技成果，持续增进人民福祉。习近平总书记指出，科技创新及其成果要面向经济社会发展 主战场，转化为经济社会发展第一推动力，转化为人民福祉。党的二十大报告对加快实施创新驱动发展 战略作出重要部署，强调"坚持面向世界科技前沿、面向经济主战场、面向国家重大需求、面向人民生 命健康，加快实现高水平科技自立自强"。在新一轮科技革 ...

北海经济开发区始终坚持"产业为基、项目为王"理念，一手优化存量，一手拓展增量，推动工业经济实 现量质齐升，引领全区经济高质量发展的作用愈发凸显。规模以上工业增加值在4年内累计增长 78.0%，年均增速达15.5%，增长势头强劲。规模以上工业营业收入从"十三五"末的410亿元跃升至734.5 亿元，突破700亿大关，实现历史性跨越；工业利润总额达到124.6亿元，累计增长131.2%，占全市工业 利润比重超过五分之一，贡献突出。2025年前三季度，全区规模以上工业增加值同比增长17.7%，工 业"主引擎"持续发力，为经济稳增长提供了坚实支撑。 现代产业体系加速成型，集群发展优势凸显 "十四五"以来，在市委、市政府的坚强领导下，北海经济开发区全区上下凝心聚力，紧扣开放、改革、 发展三大主题，围绕构建现代化产业体系这一主线，系统谋划、统筹推进，锐意进取、团结拼搏，推动 经济社会发展各项事业迈上新台阶、实现新跨越，为区域高质量发展奠定了坚实基础。 经济总量实现历史性跃升，综合实力迈上新台阶 自成立以来，北海经济开发区始终保持强劲的经济增长势头。"十四五"时期，全区主动适应新发展阶段 要求，坚持质量并举、稳中求进，推动 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 最新公告列表 《海外监管公告 - 2025年1-11月新签合同情况简报》 截至2025年12月16日收盘，中国中冶（01618）报收于1.83元，较前一交易日下跌1.08%，该股当日开盘 1.84元，最高1.85元，最低1.8元，成交额达8758.53万元。近52周最高3.17元，最低1.31元。 近日，中国冶金科工股份有限公司发布2025年1-11月新签合同情况简报。公告显示，2025年1-11月，公 司累计新签合同额人民币9,581.3亿元，较上年同期下降8.6%；其中新签海外合同额人民币750.0亿元， 同比增长0.4%。2025年11月，公司新签单笔合同金额超过10亿元的重大工程承包合同共7项，合计金额 约150.3亿元，涵盖城市更新、绿色能源、矿产开发、医疗建设等领域，合同主体包括中国一冶、中冶 京诚、中国三冶、中国十九冶、中冶国际、上海宝冶和中冶建工等下属企业。上述数据为阶段性经营数 据，最终以定期报告披露为准。 ...

为稳定经济大盘提供支撑 中国基金报：中央经济工作会议释放出哪些积极信号？你比较关注哪些内容？ 【导读】公募首席解读中央经济工作会议精神：为"十五五"开局定向领航推动经济行稳致远 中国基金报记者 李树超 曹雯璟 张玲 王思文 中央经济工作会议 12 月 10 日至 11 日在北京举行，会议总结 2025 年经济工作，分析当 前经济形势，部署 2026 年经济工作。 如何看待当前中国经济形势？明年继续实施更加积极的财政政策和适度宽松的货币政策，释 放出怎样的信号？八项重点任务蕴含怎样的发展新机遇？对此，中国基金报采访了 招商基金 研究部首席经济学家李湛、创金合信基金首席经济学家魏凤春、金鹰基金首席经济学家兼权 益研究部基金经理杨刚、华夏基金首席策略分析师轩伟、富国基金首席策略分析师马全胜、 博时基金首席权益策略分析师陈显顺和财通基金首席策略师王磊 。 释放多重积极信号 李湛： 会议释放了三大积极信号：一是政策延续性强，明确 " 更加积极的财政政策 + 适度宽 松的货币政策 " ，稳预期效果显著；二是聚焦高质量发展， " 稳中求进、提质增效 " 凸显质 效优先，适配 " 十五五 " 开局需求；三是精准发力重点领域， ...

Core Insights - The article discusses the changing liquidity landscape, indicating that liquidity in 2026 will be less abundant than in 2025, primarily driven by structural debt increases with the central government as the main leverager [1][18] - The focus for investors should shift towards fiscal policy rather than monetary policy, although structural characteristics of monetary policy remain significant [1][18] Economic Cycle Analysis Framework - Economic cycle analysis should not be confined to traditional macro asset allocation frameworks, as it emphasizes structural issues rather than aggregate concepts [19] - The economic cycle consists of long, medium, and short cycles, including the Kondratiev, Juglar, and Kitchin cycles, along with Kuznets and Minsky cycles related to real estate and debt [19][20] Phases of the Real Cycle - The real cycle is categorized into three main cycles: Kondratiev, Juglar, and inventory cycles [20] - The Kondratiev cycle, lasting about 60 years, focuses on technological and resource dynamics, with current consensus highlighting AI and its supporting infrastructure as key drivers [21][24] - The Juglar cycle, lasting 7-11 years, is driven by equipment investment and capital expenditure, with China currently in the early recovery phase of its sixth Juglar cycle starting in 2024 [23][25] Inventory Cycle Transition - The inventory cycle is transitioning from passive to active inventory replenishment, influenced by anti-involution policies [27] - Current indicators show a PMI output index of 49.7%, the lowest since December 2022, reflecting weak external demand and cautious exporter attitudes [28] Phases of the Financial Cycle - The financial cycle includes the real estate cycle and the debt cycle, with the real estate market still in a deep adjustment phase since 2020 [30] - The Minsky cycle is characterized by a "wide monetary + low interest rate" environment, with a gradual recovery in macro leverage and a focus on debt resolution strategies [31] Asset Allocation Principles for 2026 - The asset allocation strategy for 2026 emphasizes the resonance of cycles, prioritizing new productive forces while maintaining a defensive base with high-quality fixed-income assets [32][33] - The focus should be on sectors benefiting from technological advancements and policy guidance, particularly in high-end manufacturing and green energy [33]

Core Insights - Shanghai Electric Group and Shandong Energy Group held discussions on collaboration in renewable energy technology, industrial chain synergy, and large-scale equipment upgrades [1] Group 1: Collaboration Opportunities - Both companies aim to deepen cooperation in green renewable energy, next-generation coal power equipment, smart wind farm construction, and zero-carbon park development [1] - The discussions are seen as a chance to achieve complementary advantages and collaborative development [1] Group 2: Future Prospects - Shandong Energy expressed interest in leveraging opportunities during the 14th Five-Year Plan period, particularly in large-scale equipment upgrades [1] - There is a focus on enhancing technical and application cooperation in offshore wind power and green energy to improve project operational efficiency and safety [1] - The collaboration aims to assist in optimizing and upgrading the regional energy structure [1]

Core Insights - Shenzhen's foreign trade import and export total is projected to reach 4.5 trillion yuan in 2024, ranking first among all cities in China, with exports achieving a 32-month consecutive lead among mainland cities [2] - The event highlighted Shenzhen's role as a platform for global trade, allowing local enterprises to connect with high-quality goods, advanced technologies, and professional services without leaving the country [2] - The Shenzhen delegation at the expo is expected to exceed last year's procurement intentions, covering high-tech products, green energy, healthcare, and smart manufacturing [3] Group 1 - The event was attended by over 150 representatives from Shenzhen's government, exhibitors, buyers, and foreign enterprises [2] - Key promotions included the establishment of high-end import consumer goods bases and innovation in import trade [3] - Financial support measures for imports and the creation of comprehensive service platforms for frozen goods were discussed [3] Group 2 - Several procurement and cooperation intention agreements were signed between Shenzhen enterprises and international groups, indicating strong interest in collaboration [3] - The upcoming APEC informal leaders' meeting in November 2026 in Shenzhen was integrated into the event's promotional activities, showcasing the city's potential for hosting significant international events [3]

Group 1 - The core point of the article is that Wenkai Co., Ltd. (SZ 002775) announced a plan for a major shareholder, Zeguang Investment, to reduce its holdings by up to 3.5 million shares, representing 0.55% of the total share capital within three months [1] - As of the announcement, Wenkai Co., Ltd. has a market capitalization of 2.9 billion yuan [1] - The revenue composition for Wenkai Co., Ltd. for the first half of 2025 is as follows: landscaping accounts for 73.53%, green energy for 18.06%, and education and cultural tourism for 8.41% [1]

Group 1 - The Shenzhen Municipal Bureau of Commerce announced that Shenzhen's total foreign trade import and export volume is expected to reach 4.5 trillion yuan in 2024, ranking first among cities in China, with exports achieving a 32-month consecutive lead among mainland cities [1] - The event highlighted Shenzhen's role as a platform for international trade, allowing companies to connect with global quality goods, advanced technologies, and professional services without leaving the country [1] - The Shenzhen delegation at the China International Import Expo is expected to exceed last year's procurement intentions, covering high-tech products, green energy, healthcare, and smart manufacturing [2] Group 2 - The event included key promotions from various districts in Shenzhen, focusing on establishing high-end import consumer goods bases and innovative demonstration zones for import trade [2] - Financial support measures for imports were introduced by the China Export-Import Bank Shenzhen Branch, along with initiatives to create comprehensive service platforms for imported frozen goods [2] - The APEC informal leaders' meeting will be held in Shenzhen in November 2026, presenting significant opportunities for the city [3]

Group 1 - The event "Deep Chain World, Trade Connects the Globe" was successfully held in Shanghai, organized by the Shenzhen Municipal Bureau of Commerce, with over 150 participants including government representatives, exhibitors, and foreign enterprises [1][3] - Shenzhen's foreign trade import and export total is projected to reach 4.5 trillion yuan in 2024, ranking first among cities in China, with exports achieving a 32 consecutive year lead among mainland cities [3] - The event highlighted Shenzhen's role as a platform for international trade, allowing local enterprises to connect with global quality goods, advanced technologies, and professional services without leaving the country [3][8] Group 2 - Various districts in Shenzhen, including Luohu, Nanshan, and Qianhai Shekou Free Trade Zone, promoted initiatives to develop high-end import consumer goods bases and innovative import trade demonstration zones [5] - Several companies, including China Export-Import Bank Shenzhen Branch and Youhe Group, presented their financial support measures and services for import businesses [5] - The Shenzhen trading group signed procurement and cooperation agreements with international companies, with expected procurement amounts surpassing the previous year, covering high-tech products, green energy, healthcare, and smart manufacturing [6] Group 3 - The APEC 33rd Leaders' Informal Meeting is scheduled to be held in Shenzhen in November 2026, which was integrated into the event's promotional activities to highlight the city's upcoming international opportunities [8] - Shenzhen aims to leverage the APEC meeting and the China International Import Expo to enhance its international business environment and attract more multinational headquarters [8]