中新网武汉2月24日电 (记者 张芹)武汉市24日召开全市科技创新大会，这也是该市连续第5年以科技创 新为主题召开"新春第一会"。 会上，发布了武汉市"365"重大科技创新成果，并对"一城三廊多带"创新空间格局及《武汉滨江数创大 走廊建设行动方案(2026—2030年)》进行解读，多位院士、企业代表分享科技创新经验与发展愿景。 科技创新交出亮眼答卷 在大会核心展示单元——未来家庭新春展演中，人工智能、人形机器人、脑机接口等前沿成果，带来沉 浸式体验。荆楚、启灵、格蓝若、光谷东智等汉研汉产机器人各展所长，让"科创引领产业发展，智能 点亮未来生活"的愿景变得触手可及。 会上，武汉一批"首款、首次、首创"的突破性成果集中公布，展现了武汉科技创新的强劲动能与丰硕成 效。 大会新闻发布会上，武汉市科技创新局副局长胡军介绍，去年，汉江国家实验室正式转入建设期，在武 汉的全国重点实验室达41家、牵头数量居全国前列。8家在汉湖北实验室发布24项亮点科技成果，在化 合物半导体、北斗导航等领域形成领跑之势。 2025年发布的"自然指数—科研城市"，武汉跃居全球第8、全国第5。该市高新技术企业预计达到1.7万 家，高技术制造业对规 ...

Core Insights - China's future industry innovation is making significant progress, with 5 categories of 6G typical scenarios and 14 key capability indicators adopted by the International Telecommunication Union [1] - The global market share of humanoid robots produced in China exceeds 80% [1] - China ranks among the top tier in quantum computing, being the only country to achieve "quantum computing superiority" in both optical quantum and superconducting technology [1] - The country leads in non-invasive brain-computer interface technology, holding the highest number of patents and applications in various fields [1] - China maintains the largest scale in hydrogen production and consumption, as well as renewable energy hydrogen production capacity [1] - Approximately 20 provinces, including Beijing, Shanghai, Guangdong, and Jiangsu, have introduced policies related to future industries, with 63 pilot zones established in 8 provinces [1] Challenges - The future industry in China faces several risks, including insufficient original innovation capabilities, reliance on foreign core technologies, poor technology transfer, and an underdeveloped innovation ecosystem [2] - There is a need for a problem-oriented approach to strengthen weaknesses, mitigate risks, and enhance advantages in the future industry [2]

2026 年 02 月 22 日 策略类●证券研究报告 节后春季行情可能延续，科技和周期占优 定期报告 投资要点 分析师 邓利军 SAC 执业证书编号：S0910523080001 denglijun@huajinsc.cn 分析师 张欣诺 SAC 执业证书编号：S0910525110001 zhangxinnuo@huajinsc.cn 2026.2.13 主动偏股基金加仓有色、通信，减仓医药 2026.2.12 震荡波动呈现收敛，新股板块向上活跃周期 或依然在途-华金证券新股周报 2026.2.8 http://www.huajinsc.cn/ 1 / 25 请务必阅读正文之后的免责条款部分 节前市场担忧的风险因素在假期期间基本未发生。（1）春节期间出行和消费数据 偏好，对经济和盈利的担忧未出现。一是春节期间出行数据同比增长明显。二是春 节期间消费数据也偏好。（2）美国通胀回落，流动性收紧的担忧未出现。一是美 国 1 月 CPI 同比增速从 2025 年 12 月的 2.7%下滑至 2.4%，同时 1 月非农时薪同 比增速继续下滑至 3.71%，通胀和就业市场继续降温，美联储年内大概率继续降息。 二是美国 ...

Group 1 - The article outlines seven major events expected to occur by 2026, including significant interest rate cuts in the US and China, the explosive growth of AI applications, and increased geopolitical tensions [2][3] - The AI revolution is in its early stages, with large-scale deployment of GPUs and computing centers leading to a significant drop in costs, resulting in the commercialization of super applications by 2026 [3][5] - The article emphasizes that AI is not just a trend but a transformative force, likening its impact to a tsunami rather than a mere windfall, marking the beginning of a fourth technological revolution [3][5] Group 2 - The upcoming bull market is driven by three strong forces: continuous monetary easing, a new wave of technological revolution, and ample liquidity, characterized as a confidence bull market [5][6] - The capital market is tasked with three historical missions: developing new productive forces, aiding in major power technological competition, and repairing household balance sheets [5] - The article encourages a long-term perspective, focusing on essential trends and making decisive actions rather than relying solely on hard work [7]

"十五五"规划建议提出"前瞻布局未来产业，探索多元技术路线、典型应用场景、可行商业模式、 市场监管规则，推动量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信等 六个领域成为新的经济增长点，创新监管方式，发展创业投资，建立未来产业投入增长和风险分担机 制"。这一提法着力聚焦解决未来产业从技术到产业的落地难题，将未来产业纳入现代化产业体系建设 的核心环节，明确未来产业是新的经济增长点的定位，将其与未来我国经济总量增长紧密结合。这并非 国家层面第一次将未来产业提升到这么重要的位置，而是我国对未来产业政策布局的持续深化。 但同时要注意到，新提法更聚焦未来产业的产业化，是顺应技术从萌芽到产业化的发展规律，也是 培育新质生产力的必然选择。"新"在两个方面：一是阶段升级，从谋划到布局，标志着未来产业从绘 制"战略蓝图"走向"系统施工"新阶段。二是定位升级，未来产业与传统产业、新兴产业构成清晰的"产 业梯队"。三者形成相互影响、协同发展的有机整体。 (责编：申佳平、吕骞) 关注公众号：人民网财经 当前将未来产业确立为新的经济增长点，是基于对国际竞争格局和国内发展需求的战略研判。从国 际环境看，新一轮科技 ...

Core Viewpoint - The recent share reduction by executives of Meihao Medical (301363) is minimal and will not significantly impact the company's control or governance structure [1][2]. Group 1: Share Reduction Details - On February 11, 2026, certain executives, including Vice Presidents and a board member, reduced their holdings by a total of 54,264 shares, representing 0.0095% of the total share capital [1]. - The reason for the reduction was personal financial needs, and all unrestricted shares have been fully sold, while restricted shares remain [1]. Group 2: Impact of the Share Reduction - The scale of the reduction is very small (less than 0.01%), and the individuals involved are not controlling shareholders, thus there is no significant impact on share concentration or company control [2]. - The company's governance structure remains stable and compliant with legal requirements [2]. Group 3: Stock Performance - Following the announcement of the share reduction on February 12, 2026, the stock closed at 32.73 yuan, up 2.35%, and further increased to 34.81 yuan on February 13, 2026, reflecting a 6.36% rise, indicating limited market reaction [3]. - Recent fluctuations in major fund flows were noted, with a net outflow of 30.29 million yuan on February 6 and a net inflow of 4.02 million yuan on February 12, but the reduction event did not trigger sustained selling pressure [3]. Group 4: Company Fundamentals - For the first three quarters of 2025, the net profit attributable to the parent company decreased by 19.25%, although there was a 5.89% increase in net profit in the third quarter, indicating some recovery in profitability [4]. - The share reduction occurred during a transitional period for performance, which may heighten investor concerns about profit pressures, but new business initiatives (such as weight loss pens and brain-machine interfaces) offer long-term growth potential [4]. - The company has a high customer concentration (with a single client historically accounting for over 60%) and an overseas revenue share of 86.64%, necessitating attention to order stability and exchange rate risks [4].

2月9日上午，习近平总书记来到位于北京亦庄的国家信创园，了解信息技术应用创新和北京加快建 设国际科技创新中心情况。 信创是保障信息技术安全的基础，也为"落子"未来，推动量子科技、脑机接口等领域发展持续夯实 着底层技术支撑。 1月30日，中共中央政治局进行第二十四次集体学习，聚焦的主题正是前瞻布局和发展未来产业。 新一轮科技革命和产业变革加速演进，作为新质生产力的重要载体，发展未来产业是应对全球产业 竞争的主动选择，塑造长远发展新优势的关键支点。 "十五五"开局之年的首次地方考察、首次集体学习，释放加快实现高水平科技自立自强的鲜明信 号，凸显当前以重大科技创新推动未来产业发展，谋定在先、赢得主动的战略性、紧迫性。 （一）擘画全局，抢占未来制高点 在决定未来走向的关键时点，未来产业的战略意义提升到新的高度。 今年中央政治局首次集体学习中，习近平总书记强调，要站在推进强国建设、民族复兴伟业的战略 高度，立足客观条件，发挥比较优势，坚持稳中求进、梯度培育，推动我国未来产业发展不断取得新突 破。 在北京考察期间，习近平总书记来到亦庄这个新兴产业、未来产业发展的"热土"，再次把目光投向 科技创新和产业创新，察看代表性科技 ...

2月9日上午，习近平总书记来到位于北京亦庄的国家信创园，了解信息技术应用创新和北京加快建 设国际科技创新中心情况。 信创是保障信息技术安全的基础，也为"落子"未来，推动量子科技、脑机接口等领域发展持续夯实 着底层技术支撑。 1月30日，中共中央政治局进行第二十四次集体学习，聚焦的主题正是前瞻布局和发展未来产业。 新一轮科技革命和产业变革加速演进，作为新质生产力的重要载体，发展未来产业是应对全球产业 竞争的主动选择，塑造长远发展新优势的关键支点。 "十五五"开局之年的首次地方考察、首次集体学习，释放加快实现高水平科技自立自强的鲜明信 号，凸显当前以重大科技创新推动未来产业发展，谋定在先、赢得主动的战略性、紧迫性。 （一）擘画全局，抢占未来制高点 在决定未来走向的关键时点，未来产业的战略意义提升到新的高度。 2013年9月，十八届中共中央政治局集体学习将"课堂"搬到中关村。习近平总书记深刻指出："即将 出现的新一轮科技革命和产业变革与我国加快转变经济发展方式形成历史性交汇，为我们实施创新驱动 发展战略提供了难得的重大机遇。机会稍纵即逝，抓住了就是机遇，抓不住就是挑战。" 2014年6月，两院院士大会上，提到"有的 ...

中国青年报客户端讯（中青报·中青网记者 李剑平 ）近日，2026世界智能产业博览会（杭州站）推介活 动在浙江省杭州市举办。天津市工业和信息化局、天津市河西区相关负责人，世界智能产业博览会组委 会秘书处，以及浙江省高校院所，智能制造、人工智能等领域的企业代表近百人参加。 据介绍，2026世界智能产业博览会将于今年5月底在天津国家会展中心举办，展览围绕前沿热点方向， 集中展示集成电路、人形机器人、AI+医疗、脑机接口行业发展的新产品、新技术，推动人工智能科技 创新与产业创新深度融合。 天津市工业和信息化局二级巡视员王飞说，浙江是数字经济创新高地，天津、杭州两地产业互补性强、 合作空间广阔。天津正全力构建以智能科技产业为引领的现代化产业体系，持续优化营商环境，加快培 育新质生产力。世界智能产业博览会作为国家级高端平台，是推动创新链、产业链、资金链、人才链深 度融合的重要舞台，诚邀浙江各界走进天津，以"海河智造"牵手"之江数潮"，共绘区域协同发展的新蓝 图。 来源：中国青年报客户端 ...

Group 1: Emerging Fields - The release of 5 national standards in emerging fields such as brain-computer interfaces and digital twins aims to clarify reference frameworks and data formats, supporting high-quality development in cutting-edge technology sectors [1] - 47 national standards related to new materials, including aluminum nitride single crystal polishing sheets and carbon fiber reinforced composites, are expected to promote innovation in the new materials industry [1] - 15 national standards for experimental animals, including identification and evaluation techniques, are designed to enhance the support for biotechnology research and applications [1] Group 2: Transportation and Logistics - The introduction of 2 national standards for intelligent connected vehicles focuses on performance testing for autonomous driving and parking systems, enhancing the performance and safety of smart vehicles [1] - 6 national standards related to automotive components, such as door handles and adaptive cruise control systems, aim to improve road traffic safety and sustainability [1] - 2 mandatory national standards for the postal industry address safety production operations and equipment requirements, enhancing safety governance in postal and express delivery services [1] Group 3: Ecological and Environmental Protection - 6 national standards, including general requirements for natural protected area signage and drone inspection techniques for forest and grassland fire prevention, provide standard support for national ecological security [2] - 2 national standards for environmental due diligence and report verification are significant for promoting green development and improving environmental governance efficiency [2] - 2 national standards related to greenhouse gas emission accounting and reporting requirements assist companies in accurately calculating and reporting emissions, providing a framework for emissions management [2] Group 4: Safety Production - 16 mandatory national standards in the fire safety sector, including outdoor fire hydrants and gas detectors, update technical requirements and inspection rules to mitigate major fire safety risks [2] - 14 national standards for special equipment, such as gantry cranes and pressure vessels, ensure the safe and stable operation of these devices [2] Group 5: Public Life - 4 national standards for services for people with disabilities, including single-arm walking aids and cognitive accessibility, aim to enhance the quality of rehabilitation aids and standardize services for vulnerable groups [2] - 8 national standards related to medical laboratories and medical device sterilization processes are established to regulate practices in medical testing and manufacturing [2] Group 6: Additional Standards - The market regulatory authority also released national standards concerning transportation terminology, earth-moving machinery, and reciprocating internal combustion engines [3]