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金轩 | 以新质生产力为高质量发展注入澎湃动力
Ren Min Ri Bao· 2026-02-10 04:26
新在区域布局优化,比较优势持续释放。发展新质生产力绝非一味"求高求新",更不是走单一路 径、开展同质化竞争;相反,必须坚持因地制宜,形成各具特色、错位竞争、优势互补的区域生产力布 局。在长三角,来自苏浙皖三地的机器人零部件在上海完成整机集成,"四地合造机器人"证明世界级产 业集群并不依赖某一地的绝对优势,而是在协作中挖掘更大红利。在大西北,戈壁荒滩成为绿色电 源,"西电东送"输电能力达到3.4亿千瓦,"东数西算"八大枢纽节点算力规模约占全国的70%,清洁能源 与数字基建等新质生产力将西北地区的资源禀赋转化为发展优势和动力。 新在产业提质升级,发展动能持续增强。从机械化到电气化,再到信息化、智能化,每次产业革命 都意味着新技术的普及应用,推动主导产业和支柱产业迭代升级。"十四五"时期,我国新能源汽车年产 销量从2020年的均约140万辆跃升至2025年的均超1600万辆,汽车产业实现"换道超车";冶金、化工、 机械、轻工等传统产业高端化、智能化、绿色化加快推进,"十四五"时期工业机器人新增装机量全球占 比过半。当前,中国传统产业正在持续提质升级,在"十五五"时期预计可以新增10万亿元左右的市场空 间;新兴产业和 ...
这场AI竞赛,归根结底是“我们的中国人”对阵“他们的中国人”……
虎嗅APP· 2026-02-03 09:26
Core Insights - The article discusses the competitive landscape of AI talent, highlighting China's dominance in AI talent production, with a 47% share globally compared to the US's 18% [9][26]. - It emphasizes the importance of talent density over computational power in the research phase of AI development, suggesting that the future of AI will be shaped by the concentration of skilled individuals [8][9]. - The article also points out the geographical advantages of China's AI talent clusters, particularly in cities like Beijing, Shanghai, and Shenzhen, which collectively outperform the US's Silicon Valley [14][15][16]. Global AI Talent Landscape - China has established a significant lead in AI talent production, with major clusters in Beijing (16.11%), Shanghai-Hangzhou (14.82%), and the Guangdong-Hong Kong-Macao Greater Bay Area (11.71%) [17][18]. - The article notes that the density of top-tier research labs in Beijing's Haidian District surpasses that of Silicon Valley, indicating a self-reinforcing ecosystem for AI research in China [18][20]. Comparison of Talent Sources - The article highlights that 47% of top AI researchers come from Chinese universities, while only 18% are from US institutions, indicating a strong foundation of talent in China [27]. - It also mentions that approximately 42% of these Chinese talents choose to work in the US, creating a dependency of the US AI industry on Chinese talent [28][30]. Challenges and Opportunities - The article discusses the challenges faced by the US in retaining Chinese talent due to geopolitical tensions and visa restrictions, which may disrupt the flow of skilled individuals [31][32]. - Conversely, it notes a trend of top Chinese talents returning home, with retention rates increasing from 11% in 2019 to 28% in 2022, suggesting a shift in the talent landscape [32]. Regional Dynamics - The article contrasts the industrial maturity of the US, particularly in Silicon Valley, with China's dual-driven model of talent production from both universities and enterprises [20][21]. - It highlights the emergence of Shenzhen and Hangzhou as hubs for applied AI, particularly in robotics and embodied AI, showcasing a different aspect of AI development compared to Beijing's theoretical focus [22][23]. Global AI Competition - The article points out that Europe is lagging in AI talent production, with only 5.35% of global output, primarily due to regulatory challenges and a lack of concentrated talent clusters [34]. - Singapore is noted as a rising player, attracting talent and capital due to its geopolitical positioning, surpassing Europe in AI talent output [36]. Quality vs. Quantity - The article discusses the distinction between quantity and quality in AI research, noting that while the US leads in defining paradigms, China excels in rapid engineering and application [39][41]. - It suggests that as talent density reaches a critical mass, significant breakthroughs in AI research and applications are likely to occur in China [42]. Future Implications - The article concludes that the shift in talent dynamics, combined with China's population base and educational system, positions it favorably in the AI landscape, potentially leading to a new era of competition [52][54].
地方两会时间开启 敲定2026年稳增长“施工图”
Xin Lang Cai Jing· 2026-01-27 06:28
国家发展改革委副主任王昌林日前在国新办发布会上表示,当前,我国经济运行存在供强需弱的问题, 供给到了从"有没有"到"好不好"的阶段。下一步,宏观政策的发力点将放在做强国内大循环上,重点适 应需求升级的趋势。记者了解到,下一步,我国将制定出台2026-2030年扩大内需战略实施方案。为重 点推进服务消费,今年相关部门还将推动实施服务业扩能提质行动。 扩大内需的同时,强化科技创新支撑引领、构建现代化产业体系也在各地2026年重点工作中居于重要位 置。其中,在创新方面,多地重点提及"科技成果应用转化"。 (来源:经济日报) 转自:经济日报 近日,浙江、北京、广东等地陆续召开地方两会,于"十五五"开局的关键节点,谋划未来五年发展蓝图 和2026年全年重点目标任务。翻看今年各地政策着力点,强化科技创新支撑引领、构建现代化产业体 系、挖掘有效需求潜力居于重要位置,"服务消费潜力""科技成果转化应用""新兴支柱产业"等成为各地 政府工作报告中的高频词。 敲定经济增长预期目标是地方两会的一项重要内容。目前,浙江、北京、河南、天津、广东、河北等地 两会已陆续召开,并公布了2026年经济增长预期目标。其中,天津的目标是4.5%, ...
人工智能破解生命密码 | 两说
第一财经· 2026-01-15 06:41
Core Viewpoint - The article discusses the transformative impact of artificial intelligence (AI) on healthcare and longevity, suggesting that AI could revolutionize the treatment of diseases and extend human lifespan significantly in the coming years [4][10][39]. Group 1: AI in Healthcare - AI has successfully addressed the long-standing challenge of protein structure prediction, exemplified by AlphaFold, which achieved this in minutes, earning the 2024 Nobel Prize in Chemistry [9]. - Experts predict that within the next decade, AI could lead to groundbreaking advancements in treating various diseases, with the potential to make conditions like cancer chronic rather than terminal [10][36]. - The integration of AI in drug design and treatment methodologies is expected to yield significant results in managing diseases such as tumors, diabetes, and Alzheimer's [10][15]. Group 2: Longevity and Aging - By 2050, it is projected that one in six people will be over 65 years old, highlighting the urgency of addressing aging and healthspan [14]. - Advances in technology are redefining the relationship between lifespan and health, with the notion that for every three years lived, technology could add an additional year of healthy life [15]. - The World Health Organization has redefined aging as a manageable disease, indicating a shift in how society views longevity and health [15]. Group 3: AI and Biological Sciences - The convergence of AI and biology, termed "AIology," represents a new frontier in understanding and leveraging biological systems for advancements in health and medicine [19]. - The computational power of biological systems, such as the human brain, is vastly superior to current AI systems, suggesting that biological evolution has optimized efficiency over billions of years [20]. - The complexity of life sciences presents both challenges and opportunities for investment, with recent advancements in drug approvals indicating a potential for significant breakthroughs in treatment [36][39]. Group 4: Employment Landscape - The rise of AI has created a U-shaped employment market, where demand is high for top talent and basic skill jobs, while middle-tier positions are increasingly being replaced by AI [30]. - Jobs requiring strong social skills and emotional connections are less likely to be replaced by AI, indicating a shift in the types of skills that will be valued in the future workforce [32].
优良水质比例提升近30个百分点,地区生产总值翻一番多
Ren Min Ri Bao· 2026-01-06 01:17
Core Insights - The development of the Yangtze River Economic Belt has led to significant improvements in environmental quality and economic performance over the past decade, with a focus on ecological protection and green development. Economic Performance - The per capita disposable income of residents increased from 23,000 yuan to 44,000 yuan, a growth of 91% [1][3] - The regional GDP more than doubled, with its share of the national total rising from 42.2% to 47.3% [1][5] Environmental Improvements - The proportion of good water quality increased from 67% to 96.5% [5] - The water quality of the Yangtze River main stream has maintained a Class II standard for six consecutive years, with flagship species like the Yangtze River dolphin seeing population increases [4][6] Industrial Transformation - The Yangtze River Economic Belt is promoting green and low-carbon transformation of industries, with 41 national advanced manufacturing clusters and 30 strategic emerging industry clusters established, accounting for 51% and 45% of the national totals, respectively [7] - Traditional industries such as steel and petrochemicals are undergoing green transformations, with 24 national carbon peak pilot cities and parks established [7] Infrastructure Development - The construction of a comprehensive transportation corridor along the Yangtze River has accelerated, with the high-grade waterways increasing from 8,000 kilometers to 11,000 kilometers [3][8] - The cargo throughput of trunk ports grew by 71%, reaching 4.2 billion tons, maintaining the world's leading position in inland river transport [3] Cultural and Social Aspects - Efforts to protect and promote the cultural heritage of the Yangtze River are ongoing, with initiatives to enhance the cultural park and support the creative transformation of traditional culture [3]
优良水质比例提升近30个百分点,地区生产总值翻一番多(权威发布)
Ren Min Ri Bao· 2026-01-06 00:28
Core Viewpoint - The development of the Yangtze River Economic Belt has achieved significant progress over the past decade, focusing on ecological protection and green development, resulting in improved water quality, economic growth, and increased residents' disposable income. Group 1: Environmental Improvements - The proportion of good water quality in the Yangtze River has increased from 67% to 96.5% [1] - The water quality of the main stream has maintained a Class II standard for six consecutive years, with flagship species like the Yangtze River dolphin showing population recovery [4] - A total of 1361 illegal docks have been thoroughly cleaned up, and black and odorous water bodies in cities along the river have been largely eliminated [2] Group 2: Economic Growth - The regional GDP of the Yangtze River Economic Belt has more than doubled, increasing its share of the national GDP from 42.2% to 47.3% [1] - Residents' per capita disposable income has risen from 23,000 yuan to 44,000 yuan, representing a 91% increase [1][3] Group 3: Industrial and Technological Development - The Yangtze River Economic Belt has fostered the emergence of innovative companies and advanced technology in fields such as artificial intelligence and quantum information [6] - A total of 41 national-level advanced manufacturing clusters and 30 strategic emerging industry clusters have been cultivated, accounting for 51% and 45% of the national totals, respectively [6] Group 4: Infrastructure and Transportation - The high-grade navigable waterways of the Yangtze River have increased from 8,000 kilometers to 11,000 kilometers, with cargo throughput at trunk ports growing by 71% to reach 4.2 billion tons [3] - The construction of green service facilities along the Yangtze River has been completed, including 20 green service areas and 13 washing stations [7] Group 5: Disaster Prevention and Management - The water and drought disaster prevention system in the Yangtze River basin has shown significant effectiveness, successfully managing major floods and droughts in recent years [5] - The Yangtze River fishing ban has led to a positive recovery in aquatic biodiversity, with the number of native fish species monitored increasing by 36 since the ban [5]
坚定信心,续写中国奇迹新篇章
Xin Lang Cai Jing· 2026-01-04 02:26
Group 1 - The core message emphasizes the importance of setting clear goals and maintaining confidence to achieve high-quality development and common prosperity in China [1][4] - China's high-speed rail network has surpassed 50,000 kilometers, more than double that of other countries, showcasing its rapid modernization and industrialization achievements [2] - The country has successfully eliminated absolute poverty and built a moderately prosperous society, demonstrating its capability to tackle significant challenges [2][6] Group 2 - The leadership of the Communist Party is highlighted as a crucial factor in achieving continuous victories and writing new chapters in China's development [3][7] - The focus on technological innovation and integration with industry is essential for overcoming challenges posed by reliance on foreign technology [2][5] - The collective effort of the entire nation is necessary for achieving significant milestones in poverty alleviation and ecological civilization [6][7]
专访国泰海通首席策略分析师方奕:A股“转型牛”远未结束 2026年有望挑战十年前高位
Mei Ri Jing Ji Xin Wen· 2025-12-25 15:04
Core Viewpoint - The A-share market is expected to continue its "transformation bull" trend into 2026, with potential to challenge the highs of ten years ago, driven by economic restructuring and capital market reforms [2][3]. Market Outlook - The "transformation bull" market is characterized by the interplay of economic restructuring and capital market reforms, with significant room for growth in 2026 [2]. - The A-share market's underlying logic has fundamentally changed, with three core factors leading to improved market confidence: increased confidence in handling external risks, greater internal stability, and the end of the asset contraction cycle [2][3]. Market Dynamics - The previous "dumbbell" market structure is losing effectiveness, with a shift towards quality growth expected in 2026 [4]. - The performance of traditional dividend indices has lagged behind the overall market, indicating a transition in market style [4]. Investment Directions - Emerging technology is identified as a primary investment focus, with cyclical consumption and the financial sector also seen as promising due to improved performance and low valuations [4][5]. - The financial sector, particularly non-bank financial institutions, is expected to see significant performance improvements due to rising asset management demand and active market trading [5]. "Deposit Migration" Trend - The trend of "deposit migration" is anticipated to become more pronounced in 2026, as the shift from fixed income to "fixed income plus" investment strategies gains momentum [6][7]. - The capital market is becoming a crucial link between traditional industrial capital and household wealth, facilitating innovation and economic transformation [6]. Economic Context - The opportunity cost in the Chinese market has systematically decreased since 2025, breaking the traditional "guaranteed return" mindset and stimulating demand for asset and wealth management [7].
“汉语盘点2025”年度字词揭晓
Xin Lang Cai Jing· 2025-12-19 19:25
(来源:光明日报) 值得注意的是,"DeepSeek(深度求索)"同时入选中国媒体十大热词和十大网络流行语,"苏 超""票根经济"则横跨中国媒体十大热词与十大新词语榜单,意味着这些新生事物已从新闻热点融入大 众日常。 "汉语盘点"活动至今已走过20个年头。回望20年历程,从"微博""大数据"初现端倪,到"AI""具身 智能"成为关注热词;从"中国梦""脱贫攻坚"承载深厚人文情怀,到"韧""智"彰显鲜明时代精神,每一组 年度字词都镌刻着科技发展的印记,又饱含着人文关怀的温度。 语言文字是文明的载体,是历史的见证。年度字词如同时代的切片,铭刻着一年的奋斗足迹与社会 脉动,在历史的卷册中勾勒出真实的时代风貌。主办方表示,"汉语盘点"将继续以创新之姿、沉淀之 心,镌刻汉语前进的轨迹,彰显语言文字的永恒魅力,为共同建设好守护好中华民族共有精神家园、增 进全社会的文化认同与历史自信,注入温暖而坚实的语言力量。 该活动由国家语言资源监测与研究中心、商务印书馆、新华网联合主办。 (本报记者 谭华 李苑) "韧"字当选为年度国内字。"汉语盘点2025"活动主办方释义道,"韧"字核心要义在于坚韧不拔、意 志坚定、顽强不屈,是面对 ...
2025“年度字词”,揭晓!
Xin Hua She· 2025-12-19 09:32
年度国内词 深度求索 (DeepSeek) 新华社权威快报 哪些字词为2025"画像" "韧"与"深度求索"当选 由国家语言资源监测与研究中心、商务印书馆、新华网联合主办的"汉语盘点2025"活动19日在京揭晓"年度字词","韧""深度求索(DeepSeek)"从万千词 汇中脱颖而出,分别当选年度国内字、国内词。 12月19日 "年度字词"在京揭晓 2025 年度国内字 手引 "深度求索(DeepSeek)"点亮AI征程。2025年1月,国产标志性大语言模型"DeepSeek"诞生,宣示了中国在AI领域的技术主权。专家指出,它是AI时代中 国构筑自主生产力的重要标识,为世界贡献了"中国智慧"。深度求索公司取得的重大进展,代表着一批中国公司在人工智能领域的崛起。 还有哪些字词为2025年"画像"? 新的词汇不断涌现,新的表达持续诞生:"人形机器人""杭州六小龙"聚焦科技创新先锋力量;"情绪价值""敬自己一杯"体现情感需求;"票根经济""新大众 文艺""浪浪山小妖怪"彰显文化实践活力…… 此次"汉语盘点"活动,还发布了2025年度中国媒体十大热词、2025年度十大网络流行语、2025年度十大新词语等,在纷繁的语言 ...