北京经济技术开发区管理委员会印发《关于进一步加快建设全域 人工智能之城的实施方案（2026— 2027年）》。其中提到，夯实智能原生基础能力。发挥 集成电路制造能力优势，推动"设计-制造-封测- 算力"一体化协同发展，牵引算力基础设施与高性能智算产业持续迭代。推进数模混合、存算一体等芯 片架构研发创新，延伸场景定义芯片、行业专用芯片、使能软件等产业链条。推动通用与垂类模型协同 发展，加快认知模型向能动模型迭代升级。支持国家级人工智能软硬件测试验证中心和大模型评测中心 建设，夯实"芯模适配"底层能力。积极部署人工智能安全体系，重点突破深度伪造识别、生成内容合规 检测等技术，构建安全可信底座。 ...

Core Insights - The Yangtze River Delta (YRD) region has achieved impressive economic growth, with a total economic output surpassing 34.66 trillion yuan in 2025, an increase of 1.49 trillion yuan from the previous year, and a rise of 7.06 trillion yuan since the beginning of the 14th Five-Year Plan [1][3] - All provinces in the YRD outperformed the national average growth rate of 5.0%, with Shanghai, Jiangsu, Zhejiang, and Anhui recording growth rates of 5.4%, 5.3%, 5.5%, and 5.5% respectively [3][4] Economic Performance - Shanghai's GDP reached 56,708.71 billion yuan, Jiangsu at 142,351.5 billion yuan, Zhejiang at 94,545 billion yuan, and Anhui at 52,989 billion yuan, collectively adding 1.49 trillion yuan compared to the previous year [3][4] - The YRD's GDP share of the national total increased from 24.1% to 24.7% from 2021 to 2025, indicating a significant contribution to national economic growth [3] New Economic Milestones - The YRD welcomed new members to its "trillion GDP city club," with Wenzhou in Zhejiang surpassing the trillion yuan mark at 10,213.9 billion yuan, and Xuzhou in Jiangsu expected to follow suit [4] - A total of 11 cities in the YRD are now part of this club, including major cities like Shanghai, Suzhou, and Hangzhou [4] Sectoral Highlights - In specific sectors, Shanghai's fixed asset investment grew by 4.6%, while Jiangsu's productive service industry contributed 77.4% to the growth of all regulated service industries [6][10] - Zhejiang's per capita disposable income exceeded 70,000 yuan for the first time, and Anhui led the nation in automotive and new energy vehicle production [6][10] Innovation and Technology - The YRD has become a hub for technological innovation, with nearly one-third of China's 26 national advanced manufacturing clusters located in the region [8] - Shanghai's three leading industries—integrated circuits, biomedicine, and artificial intelligence—saw a manufacturing output growth of 9.6% [8] Structural Transformation - Jiangsu's high-tech industry accounted for 52.1% of the regulated industrial output, with high-tech manufacturing value-added growing by 11.9% [10] - Zhejiang's private enterprises and digital economy saw a 7.2% increase in industrial output, contributing significantly to GDP growth [10] Integration and Connectivity - The YRD has made significant progress in infrastructure connectivity, resolving historical issues with inter-provincial "broken roads" and investing over 130 billion yuan in railway construction in 2025 [12][15] - A collaborative innovation system has been established, enhancing resource allocation and optimizing industrial chains across the region [12][15] Global Competitiveness - With all provinces in the YRD now part of the "trillion-dollar foreign trade club," the region is enhancing its global competitiveness through platforms like the Belt and Road Initiative and free trade zones [16] - The YRD's economic output has reached levels comparable to major developed economies, indicating a successful regional integration model [16]

2020-2025年中国集成电路产量统计图 上市企业：纳思达（002180）,韦尔股份（603501）,江波龙（301308）,士兰微（600460）,华润微 （688396）,佰维存储（688525）,兆易创新（603986）,航锦科技（000818）,海光信息（688041）,晶晨 股份（688099） 相关报告：智研咨询发布的《2026-2032年中国半导体集成电路产业竞争现状及发展前景规划报告》 根据国家统计局数据显示：2025年12月中国集成电路产量为481亿块，同比增长12.9%；2025年1-12月中 国集成电路累计产量为4842.8亿块，累计增长10.9%。 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

企查查APP显示，近日，安徽聚合微电子有限公司发生工商变更，新增国家大基金三期旗下华芯鼎新（北京）股权投资基金（有限合伙）等为股东，同时注 册资本由18亿人民币增至50亿人民币。企查查信息显示，该公司成立于2024年，经营范围包括集成电路设计、集成电路芯片及产品制造、集成电路芯片及产 品销售等。 3 90000万元 国有企业 家集成电路产业投资基金三期股份有限公司 99.9001% 9300000万元 | 人员规模 | 100-199人 参保人数 | | 127 (2024年报) | | --- | --- | --- | --- | | 所属地区 | 安徽省合肥市合肥经济技术开发 登记机关 区 | | 合肥市经济开发区市 | | 国标行业 | 集成申路制造（C3973）∨ 英文名 | | Anhui Poly Microele« | | 注册地址 | 中国（安徽）自由贸易试验区合肥片区经济技术开发区块临湖社区锦绣大道61！ | | | | 经营范围 | 一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广; 集成电路芯片设计及服务;电子元器件零售;电子元器件批发;软件开发;机械设备有 硬件及 ...

对长三角万亿GDP城市而言，产业质量正成为更长周期的竞争变量。 | | 长三角万亿之城2025年经济数据 | | | --- | --- | --- | | 城市 | 2025年GDP总量(万亿元) | 2025年GDP増速 | | 上海 | 5.67 | 5.4% | | 苏州 | 预计2.77 | 预计5.4%左右 | | 杭州 | 2.3 | 5.2% | | 南京 | | 预计5.2%左右 | | 宁波 | 1.87 | 4.9% | | 无锡 | 预计1.68左右 | 预计5.1%左右 | | 合肥 | | 预计6%左右 | | 南道 | 预计1.3 | 预计5.3% | | 常州 | | 预计5.2%左右 | | 温州 | 1.02 | 6.1% | | | 数据来源:各城市统计局、各城市2026年政府工作报告 | | | 敕阳· 加宁超 | | | 对于长三角万亿之城而言，GDP规模仍然重要，但已不再是唯一指标。产业结构是否合理、新旧动能能否接续，正在成为衡量 一座城市发展质量的重要维度。 2025年，上海经济在稳增长与结构升级中继续向前，全年地区生产总值达56708.71亿元，同比增长5.4% ...

21世纪经济报道柳宁馨 杭州报道 对长三角万亿GDP城市而言，产业质量正成为更长周期的竞争变量。 | | 长三角万亿之城2025年经济数据 | | | --- | --- | --- | | 城市 | 2025年GDP总量(万亿元) | 2025年GDP増速 | | 上海 | 5.67 | 5.4% | | 苏州 | 预计2.77 | 预计5.4%左右 | | 杭州 | 2.3 | 5.2% | | 南京 | | 预计5.2%左右 | | 宁波 | 1.87 | 4.9% | | 无锡 | 预计1.68左右 | 预计5.1%左右 | | 合肥 | | 预计6%左右 | | 南通 | 预计1.3 | 预计5.3% | | 常州 | | 预计5.2%左右 | | 温州 | 1.02 | 6.1% | | | 数据来源:各城市统计局、各城市2026年政府工作报告 | | 2025年，长三角万亿GDP城市出现新变化，总数增至10个。截至1月27日，上海、杭州、宁波、温州已公布2025年全年经济数 据，上海以5.67万亿元继续稳居龙头，杭州为2.3万亿元，宁波未过两万亿元，温州成为新晋万亿之城。 根据各城市2026年两 ...

企查查APP显示，近日，深圳市时空存储技术有限公司成立，注册资本5000万元，经营范围包含：集成 电路芯片设计及服务；半导体分立器件制造；半导体分立器件销售；半导体器件专用设备制造；集成电 路芯片及产品销售等。企查查股权穿透显示，该公司由时空科技（605178）全资子公司时空存储（深 圳）半导体有限公司等共同持股。 ...

Group 1 - In December, China's imports in USD terms increased by 5.7% year-on-year, exceeding the expected growth of 0.9% and the previous value of 1.9% [1] - China's exports in December rose by 6.6% year-on-year, surpassing the expected growth of 3.1% and the previous value of 5.9% [1] - The trade surplus in December was $114.14 billion, slightly below the expected surplus of $114.35 billion [1] Group 2 - The core driver of the unexpected growth in exports is attributed to product structure upgrades and market diversification, with high-tech product exports expected to grow by 13.2% in 2025 [1] - The export scale of "new three items" (electric vehicles, photovoltaic products, lithium batteries) is close to 1.3 trillion, with exports to ASEAN and Belt and Road countries increasing by 11.2% each [1] - The recovery in import growth is due to improved domestic demand and stabilization of commodity prices, with imports of mechanical and electrical products and integrated circuits increasing by 6% and 7.3% year-on-year, respectively [1] Group 3 - Looking ahead, foreign trade is expected to maintain steady growth in 2026, with exports continuing to shift towards high-tech and high-value-added products [2] - The trade surplus is anticipated to remain within a reasonable range, with foreign trade continuing to exert a positive impact on the economy [2] - In the A-share market, the improved export data in December enhances economic resilience and market risk appetite, benefiting high-tech manufacturing sectors such as new energy, photovoltaics, and high-end equipment [2]

Core Viewpoint - The integrated circuit industry in Xiamen is positioned as a pillar industry, with a target to exceed a total output value of 100 billion yuan by 2025, supported by various government policies and strategic initiatives [6][25]. Industry Development Status and Value Chain Distribution - China's integrated circuit industry has rapidly developed, with production increasing from 261.4 billion units in 2020 to 359.3 billion units in 2021, a year-on-year growth rate of 37.42%. By 2024, production is expected to reach 451.4 billion units, with a compound annual growth rate of approximately 14% over five years [1][3]. - The integrated circuit value chain includes upstream (semiconductor IP, EDA, materials and equipment), midstream (chip design, manufacturing, and testing), and downstream (applications in IoT, consumer electronics, 5G communication, and automotive electronics) [3][4]. Xiamen's Integrated Circuit Industry Policy Environment - The integrated circuit industry is a key component of Xiamen's "4+4+6" modern industrial system, with multiple policies released to support its development, including measures for talent cultivation and technological innovation [6][9]. - Xiamen's industrial policies aim to enhance the industry ecosystem, with a focus on core technology research and development, and have resulted in a steady increase in the number of graduates and high-end talents supported by the government [24][25]. Current Status of Xiamen's Integrated Circuit Industry Chain - The industry chain in Xiamen is primarily concentrated in the midstream, with over 23,000 design companies and fewer than 10 testing companies. The application sectors, particularly IoT and communication, have the highest number of enterprises [10][19]. - The total output value of Xiamen's integrated circuit industry is projected to reach 40 billion yuan by 2024, reflecting a growth rate of 17.99% [19]. Trends in New Registrations and Talent Development - The number of newly registered integrated circuit design and manufacturing companies in Xiamen has been declining, with only 6 new registrations in 2025, indicating a trend towards consolidation and specialization among existing firms [20]. - The number of graduates and high-end talents supported by the integrated circuit development fund has increased from 902 in 2022 to 1,345 in 2024, highlighting the government's commitment to talent development in this sector [24]. Future Prospects and Planning for Xiamen's Integrated Circuit Industry - Xiamen aims to establish itself as a global hub for integrated circuit research and manufacturing by 2030, with significant investments planned for high-end chip manufacturing facilities [25][28]. - The city plans to leverage cross-strait cooperation and innovation platforms to enhance the competitiveness and sustainability of its integrated circuit industry [25][28].

2020-2025年1-11月中国集成电路产量统计图 数据来源：国家统计局，智研咨询整理 上市企业：纳思达（002180）,韦尔股份（603501）,江波龙（301308）,士兰微（600460）,华润微 （688396）,佰维存储（688525）,兆易创新（603986）,航锦科技（000818）,海光信息（688041）,晶晨 股份（688099） 相关报告：智研咨询发布的《2026-2032年中国半导体集成电路产业竞争现状及发展前景规划报告》 根据国家统计局数据显示：2025年11月中国集成电路产量为439亿块，同比增长15.6%；2025年1-11月中 国集成电路累计产量为4318.4亿块，累计增长10.6%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...