报告指出，这些成就标志着甘肃正从传统资源依赖向创新驱动深刻转变，科技创新已成为高质量发展的 核心引擎。 产业创新集群不断壮大。金白兰武有色金属、宝汉天工业母机成功创建国家先进制造业集群。新材料、 生物医药产业产值分别增长195.6%和83.5%。华天电子集成电路封测规模稳居国内第三。全省新增国家 级专精特新中小企业1003户，10家企业进入"中国隐形独角兽500强"。兰州新区入围"科创中国"试点城 市。 中国发展网讯 记者王斌报道 甘肃省第十四届人民代表大会第四次会议27日在兰州开幕，甘肃省省长任 振鹤在作政府工作报告时表示，"十四五"期间，甘肃省深入实施创新驱动发展战略，在关键技术攻关和 成果转化上取得一系列突破性进展，有力支撑了工业强省战略。 报告显示，五年来，甘肃全省优化重组全国重点实验室14家，组建13家企业创新联合体，技术合同成交 额年均增长20.85%。创新成果加速涌现：全球首座"钍基熔盐实验堆"在武威建成运行；用于重离子癌症 治疗的"国之重器"治疗系统成功应用；"手撕镍""无氧铜"等353项技术和产品实现国产化替代；"不变 钢"、稀土冶炼技术达到世界先进水平。 ...

从单细胞"变"完整植株奥秘揭示，到哺乳动物再生能力调控关键"分子开关"发现；从国际首次制备大面积二维金属材料，到超导量子计算原型机"祖冲 之三号"创造世界纪录；从子午工程二期建成，到江门中微子实验正式运行…… 2025年，我国基础研究加速进入"从0到1"突破期。 这一年，我国不断完善基础研究体系，持续加大基础研究投入，基础研究经费在全社会研发经费中占比达7.08%，创历史新高；基础前沿研究频频实现 新突破，取得一系列重大原创成果，建成一批"国之重器"，为培育发展新质生产力、实现高水平科技自立自强注入澎湃动能。 瞄准前沿 原创成果接续涌现 2025年5月23日，《科学》杂志在线发表一项关于脉冲星研究的重要成果。我国科研人员利用"中国天眼"（FAST），发现了一颗罕见的掩食脉冲星。这 一发现对研究恒星演化理论、致密星吸积物理及引力波产生机制具有重要意义。 "此次突破主要得益于FAST无与伦比的超高灵敏度。正是凭借这一优势，我们才得以捕捉到这个极具科学价值的致密双星系统，将在多个领域引导出有 趣的研究课题。"论文通讯作者、中国科学院国家天文台研究员韩金林说。 "看到了，看到铀-233的阿尔法峰了。"2025年10月 ...

这是我国基础研究厚积薄发的一个缩影。2025年，我国基础前沿研究不断实现新突破。在自然指数 2025科研领导者榜单中，中国高质量科研产出继续保持全球第一，领先优势持续扩大，多项成果刷新国 际纪录、填补领域空白。 在量子科技领域，从"祖冲之三号"的千万亿倍算力突破，到天地一体化保密通信网络，中国稳居全 球第一梯队，形成"局部领跑、整体并跑"的战略格局。 在生命科学领域，从开创大脑新生神经元治疗中枢神经系统疾病的新途径，到蝗虫群聚信息素的生 物合成解码与行为操控，我国在多个研究方向跻身世界前沿。 从单细胞"变"完整植株奥秘揭示，到哺乳动物再生能力调控关键"分子开关"发现；从国际首次制备 大面积二维金属材料，到超导量子计算原型机"祖冲之三号"创造世界纪录；从子午工程二期建成，到江 门中微子实验正式运行…… 2025年，我国基础研究加速进入"从0到1"突破期。 这一年，我国不断完善基础研究体系，持续加大基础研究投入，基础研究经费在全社会研发经费中 占比达7.08%，创历史新高；基础前沿研究频频实现新突破，取得一系列重大原创成果，建成一批"国 之重器"，为培育发展新质生产力、实现高水平科技自立自强注入澎湃动能。 瞄准前 ...

《日出东方 科技追光》科技创新主题融媒体直播品牌节目将于今年元旦推出。2026年1月1日6点至16 点，直播共有五大板块。穿越全国近百个科技地标与秘境；打卡上海科技馆升级首展；围观顶尖科学家 跨界对谈……核心亮点先睹为快↓ 光启东方 向新出发 探秘上海科技馆升级首展！ （06:00-09:00） 从2026年第一缕阳光开始， 跨越全国80+点位， 全国十大系列"日出接力"！ 看大国重器、文明之光、美丽中国…… 属于全民的科技迎新仪式感，拉满！ 奇趣韶光 向新体验 （09:00-10:00） 知名科技馆长+科普大V 组队开启"Tech Walk"， （12:00-15:00） 满足你所有好奇细胞。 砥砺荣光 向新突破 （10:00-12:00） 深入十大"科技秘境"! 走近江门中微子实验、钍基熔盐实验堆、 全高温超导托卡马克…… 一眼看尽国家战略科技力量的 源头创新与硬核浪漫。 思想的光年 向新未来 登陆上海之巅会场， 王中林、黄荷凤等将开启一场 看科学如何玩出花样！ 让知识跳出课本， 以更年轻、更时尚的方式， 走进你每一天日常。 顶尖科学家跨界对谈！ 围绕生命、能源、智能等未来议题， 让思想之光穿越"光年"。 ...

Group 1 - The core viewpoint emphasizes the importance of developing new productive forces as a pathway to high-quality development, with a strategic focus on innovation and technology [1][2] - The successful conversion of thorium-uranium nuclear fuel at a 2 MW liquid fuel thorium molten salt experimental reactor in Gansu marks a significant technological advancement for China's future nuclear energy systems [2] - The Xiaomi automobile factory in Beijing has achieved a milestone by producing its 500,000th vehicle, showcasing advancements in automated production processes supported by high-quality 5G networks [3] Group 2 - Various regions in China are implementing tailored strategies for industrial transformation, such as Shanxi's green transition in the energy and chemical industries and Hubei's focus on aerospace, which has seen a 14.8% revenue increase in the first nine months of the year [4] - The establishment of the Future Network Experimental Facility in Nanjing represents a significant step in supporting communication technology innovation and industry incubation [6] - The construction of over 2,400 pilot platforms across the country aims to facilitate the commercialization of innovative technologies and support the development of new productive forces [8] Group 3 - The introduction of policies to promote the large-scale application of new technologies and products, including the exploration of virtual reality and clean energy transportation corridors, aims to create a conducive environment for innovation [9] - The Chinese government is actively reforming market mechanisms to enhance the flow of high-quality production factors towards new productive forces, including pilot programs in various regions [10][11] - The focus on creating a supportive innovation environment through policy measures aims to eliminate barriers to market entry and promote fair competition [13] Group 4 - The strategic vision for the 14th Five-Year Plan emphasizes the dual approach of upgrading traditional industries while fostering emerging and future industries to build a modern industrial system [14]

Group 1 - The establishment of a new thorium-based molten salt experimental reactor in China marks a significant advancement in nuclear fuel diversification, enabling the use of thorium, which is abundant in China, for safe and efficient power generation [1] - The successful conversion of thorium-uranium nuclear fuel in this reactor positions China as the only country globally to operate such a molten salt reactor with thorium fuel [1] - The integration of thorium fuel technology with energy storage and hydrogen production is expected to contribute to a low-carbon composite energy system [1] Group 2 - The ongoing technological revolution and industrial transformation necessitate a focus on innovation as the primary driving force for development, especially in the context of global competition for strategic innovation resources [2] - The construction of the Shanghai-Chongqing high-speed railway is set to enhance economic connectivity among major urban clusters, promoting industrial collaboration and efficient resource allocation across eastern, central, and western China [2] - Achieving coordinated development and leveraging regional advantages are essential for expanding the domestic economic cycle in a country with vast geographical and demographic diversity [2] Group 3 - The global challenges of climate change, resource depletion, and environmental pollution underscore the necessity of a green transition for sustainable development [3] - The emphasis on ecological civilization highlights the importance of long-term thinking and the need to prioritize green development as a foundation for future growth [3] - Collaborative efforts and maintaining supply chain integrity are crucial in navigating the complexities of global economic challenges, as emphasized in recent APEC meetings [3] Group 4 - China's commitment to opening up its economy is reflected in initiatives like the Hainan Free Trade Port and the high transaction volume at the recent China International Import Expo, indicating a growing alignment of interests with other countries [4] - The focus on equitable development outcomes aims to enhance the quality of life for all citizens, with community projects and cultural initiatives gaining traction [4] - The drive for shared development is seen as a means to foster national stability and individual happiness, aligning with the broader goals of national rejuvenation and strong country construction [4]

Core Insights - The development of large scientific facilities is crucial for technological innovation and building a strong scientific nation in China [1][2][3] - The construction of major scientific infrastructure has accelerated during the 14th Five-Year Plan, with a focus on foundational research and achieving high-level technological self-reliance [1][3] Group 1: Major Scientific Projects - The fourth-generation advanced fission nuclear energy system, the thorium molten salt experimental reactor, has achieved thorium-uranium conversion, breaking the reliance on uranium fuel [1] - The world's largest supergravity centrifuge has officially started operations and will provide critical support for disaster prevention and new material research by the end of 2026 [1] - The compact fusion energy experimental device (BEST) in Hefei is under development and is expected to demonstrate nuclear fusion power generation internationally by the end of 2027 [1][3] Group 2: Investment and Growth in Research - Research and development funding has reached a record high of 249.7 billion yuan, increasing over 70% since 2020 [3] - Over 65 large scientific devices are currently under construction or in operation, with national scientific data centers seeing a fivefold increase in data volume compared to the end of the 13th Five-Year Plan [2][3] Group 3: Strategic Goals and Future Plans - The 14th Five-Year Plan emphasizes the need for strategic, forward-looking, and systematic layout of major scientific infrastructure to enhance open sharing and operational efficiency [2][4] - The 15th Five-Year Plan suggests accelerating high-level technological self-reliance and implementing significant national scientific tasks to meet strategic national needs [4]

Investment Rating - The industry investment rating is "Outperform" [2] Core Views - The nuclear power industry is expected to see a sustained increase in its prosperity due to significant advancements in modular and fourth-generation molten salt reactors. The successful cold test of the "Linglong No. 1" modular small reactor and the first thorium-uranium fuel conversion in a 2MW thorium molten salt experimental reactor are key developments [5][6] - The "Threefold Nuclear Energy Declaration" aims to triple nuclear power installed capacity by 2050 compared to 2020 levels, highlighting nuclear power as a stable baseload energy source amid the gradual exit of coal-fired power [7] - The report suggests focusing on key players in the nuclear power sector, including Shanghai Electric, Dongfang Electric, and Harbin Electric, as well as control rod drive mechanisms from Zhejiang Fu Holdings, given the expected structural power shortages globally [8] Summary by Sections Industry Overview - The closing index for the industry is 10,551.93, with a 52-week high of 10,551.93 and a low of 6,107.84 [2] Relative Index Performance - The performance of the electric equipment sector relative to the CSI 300 index shows a trend from -21% to +33% over the specified periods [4] Investment Highlights - The report emphasizes the importance of nuclear power as a low-carbon and stable energy source, particularly in light of the ongoing global energy transition and structural shortages [8]

Group 1 - The world's largest skin stretching machine has passed acceptance, marking a significant breakthrough in China's aviation manufacturing and domestic production processes [1] - The machine utilizes digital technology for innovative transformation from laboratory to production line, achieving a forming precision of 0.1 mm, surpassing traditional equipment levels [1] - The equipment and its supporting multi-point forming devices have reached world-leading standards [1] Group 2 - China's thorium-based molten salt experimental reactor has been completed and has achieved in-reactor thorium-uranium conversion, proving the feasibility of utilizing thorium resources [2] - The reactor is the only operational molten salt reactor globally that has achieved thorium fuel insertion, with over 90% of its components being domestically produced [2] - Key core equipment for the reactor is 100% domestically sourced, ensuring a self-controlled supply chain [2] Group 3 - The Shenzhou 21 manned spacecraft successfully docked with the Tiangong space station, setting a record for the fastest docking process at approximately 3.5 hours [3] - Three astronauts will enter the space station following the docking, with preparations made by the Shenzhou 20 crew to welcome them [3] Group 4 - The "Low Altitude Economy Blue Book" predicts that commercial operations for low-altitude manned travel could be realized by 2030 [4] - The report outlines three stages of development for low-altitude travel and transportation industries [4] Group 5 - Baillie Gifford maintains a positive outlook on China, focusing on long-term investments and seeking quality growth enterprises in the region [5] - The firm aims to deepen collaboration with various clients and diversify its management scale and customer base [5] Group 6 - Elon Musk predicts that traditional smartphones and apps will disappear within the next 5-6 years, with AI-generated content becoming predominant [6] - He envisions a future where devices serve merely as interfaces for AI, eliminating the need for traditional operating systems and apps [6] Group 7 - Shanghai Suyuan Technology Co., Ltd. has initiated its listing guidance with CITIC Securities as the advisory institution [7] - The company is controlled by Zhao Lidong and Zhang Yalin, who hold a combined voting power of 28.14% [7] Group 8 - The world's first 5G-A humanoid robot torchbearer, "Kua Fu," made its debut at the 15th National Games torch relay [8] - The robot, developed by Leju Robotics, successfully completed a 100-meter relay task while carrying a load of 1.6 kg [8] Group 9 - The rapid increase in robot production is driven by strong demand from downstream manufacturing sectors, particularly in automotive, electronics, and new energy industries [9] - In September, China's industrial robot production reached 76,300 units, a year-on-year increase of 28.3% [9] - Cumulative production from January to September exceeded 595,000 units, surpassing the total production for the previous year [9] Group 10 - The thorium-based molten salt reactor developed by the Shanghai Institute of Applied Physics has achieved a breakthrough in thorium-uranium fuel conversion [10] - This reactor is the only one globally that has successfully operated with thorium fuel, providing important experimental data [10]

Core Viewpoint - The successful construction of China's thorium-based molten salt experimental reactor marks a significant advancement in nuclear energy technology, potentially reducing reliance on uranium and enhancing energy security through the utilization of abundant thorium resources [1][4][6]. Group 1: Project Overview - The thorium-based molten salt experimental reactor is the only operational molten salt reactor globally that has achieved thorium-uranium conversion [4][6]. - This reactor utilizes thorium as fuel and liquid fluoride salt as a coolant, offering inherent safety, no water cooling, atmospheric pressure operation, and high-temperature output [4][10]. Group 2: Technological Innovations - The project has successfully developed core technologies related to materials, instruments, equipment, and system integration, significantly reducing radioactive leakage risks and enhancing reactor safety [8][22]. - The reactor's design incorporates innovative safety features, including an integrated reactor core and coolant systems, which prevent radioactive material leakage [20][22]. Group 3: Environmental and Energy Implications - The thorium-based molten salt reactor is a clean and efficient energy system that can complement other renewable energy sources, contributing to a low-carbon chemical system [10][12]. - The reactor operates at a temperature of 700 degrees Celsius, enabling high-efficiency hydrogen production, which is considered a key energy source for the 21st century [28][30]. Group 4: Future Prospects - The successful demonstration of thorium resource utilization lays a solid foundation for future demonstration and commercial reactor construction [6][14]. - The reactor's ability to operate without large amounts of water allows for its deployment in arid regions, facilitating large-scale applications and addressing carbon neutrality goals [30][32].