其中，一批优质项目落户临港新片区。据介绍，诺瓦聚变将在临港产业区投资建设小型模块化核聚变反 应堆（FRC-SMR）研发及商业化项目，填补上海在FRC技术路线核聚变产业布局的空白，助力上海建 设具有全球影响力的聚变能源创新高地。 春节开工后的第一周，上海市属国企、产业发展主力军临港集团以重点项目集中签约的"开门红"，跑出 招商引资、产业培育的加速度。 智通财经记者获悉，2月27日，临港集团2026年首批重点产业项目签约仪式举行，45个高能级、高成长 性项目集中签约，一批产业链龙头企业、高成长创新企业、顶尖院校的产学研团队在临港集团园区集 聚。 上海市经信委总工程师裘薇在现场指出，2025年全市规上工业总产值突破4.07万亿元，创历史新高；规 上工业增加值增长5.1%，是近四年以来最快增速。集成电路产业规模近4900亿元、增长25%，科创板上 市企业达35家，位列全国第一。人工智能产业规模超过6300亿元，增速达40%。 "特别是在临港集团园区，壁仞、天数智芯、MiniMax等企业密集上市，智元人形机器人出货量全球第 一，创新活力持续迸发。"裘薇强调，此次签约的一批重点项目，"是招大引强与育苗成林的生动实践， 为 ...

国务院新闻办公室于2026年2月27日（星期五）下午3时举行国务院政策例行吹风会，请科学技术部党组 成员、秘书长潘晓东，农业农村部国家首席兽医师（官）、计划财务司司长陶怀颖，商务部副部长鄢 东，国家市场监督管理总局副局长、国家标准化管理委员会主任邓志勇和国务院新闻办公室新闻发言人 介绍2025年国务院部门办理全国人大代表建议和全国政协提案工作有关情况，并答记者问。 以下为发布会文字实录 国务院新闻办新闻局副局长、新闻发言人 周建设 女士们、先生们，大家下午好！欢迎出席国务院政策例行吹风会。今天将向大家介绍2025年国务院部门 办理全国人大代表建议和全国政协提案工作的有关情况。出席今天吹风会的有：科学技术部党组成员、 秘书长潘晓东先生，农业农村部国家首席兽医师（官）、计划财务司司长陶怀颖先生，商务部副部长鄢 东先生，国家市场监督管理总局副局长、国家标准化管理委员会主任邓志勇先生。 首先，我向大家介绍一下2025年国务院部门办理全国人大代表建议和全国政协提案工作的总体情况。 科技部坚持"民有所呼，政有所应"，深入践行全过程人民民主，2025年共承办901件建议提案，均已按 时高质量办结，办理过程中注重沟通交流，广 ...

Investment Rating - The report maintains an "Accumulate" rating for the real estate sector, indicating a potential investment return that exceeds the market benchmark index by 5% to 15% over the next 6-12 months [7]. Core Insights - As of early 2026, multiple regions have initiated old housing acquisitions, significantly accelerating the "old-for-new" program, supported by a reduction in the central bank's one-year relending rate from 1.5% to 1.25% [1][3]. - Local governments are actively engaging in funding through various means, including fiscal support and bank loans, to facilitate the acquisition and renovation of old housing, thereby enhancing the supply of affordable rental housing [3]. - The report highlights that the government's direct acquisition of second-hand old houses is an effective measure to streamline the housing exchange process, reduce the exchange cycle, and simplify procedures, ultimately promoting the sales of new homes [3]. Summary by Sections Section 1: Old Housing Acquisition - The "old-for-new" service has been launched in various cities, with Shanghai and Hangzhou being notable examples where initial registrations have been completed and dynamic waiting lists established for families wishing to participate [1][2]. - Specific focus areas include older properties in urban centers, with clear ownership and reasonable pricing, aimed at facilitating housing exchanges for those in need [2]. Section 2: Market Dynamics - By the end of 2025, public funds held a mere 0.43% of their stock investment value in the real estate sector, indicating a significant underweight compared to standard industry allocation [4]. - The report suggests that high-energy cities are likely to benefit from urban renewal initiatives, leading to structural optimization and gradual stabilization of the market [5]. Section 3: Investment Recommendations - The report recommends focusing on three main investment lines: 1. Real estate companies with strong credit advantages and high product reputation in core cities, such as China Merchants Shekou and China Jinmao [5]. 2. Public REITs with rich existing resources and strong operational brand competitiveness, such as China Resources Land and Shanghai Lingang [5]. 3. Long-term growth potential in property services, recommending companies like China Merchants Jiyu and Greentown Service [5].

Core Viewpoint - The company positions itself as an "integrated service provider and general operator for park innovation ecology," focusing on three leading industries: integrated circuits, biomedicine, and artificial intelligence [1] Group 1: Investment Strategy - The company is actively building an industrial investment matrix around key industries, enhancing its investment attributes towards chain-leading enterprises, unicorns, and gazelle companies [1] - It has successfully promoted investments in well-known companies such as ByteDance, Jiangbolong, Biren Technology, and SenseTime [1] Group 2: Investment Platforms and Focus Areas - The "Shanghai Lingang Ciyuan Venture Capital Fund" serves as the core platform for the company, which emphasizes strengthening its layout and cultivation of cutting-edge and disruptive technologies [1] - The company is increasing its investment support for key industries within the park, concentrating on forward-looking layouts for potential "hard tech" enterprises [1]

Core Viewpoint - Shanghai Lingang focuses on park investment operations, professional services for enterprises, and sci-tech industry investments, with a strong emphasis on transforming its revenue structure and enhancing investment quality in the sci-tech sector [1] Group 1: Business Focus - The main business areas of Shanghai Lingang include park investment operations, professional services for enterprises, and sci-tech industry investments [1] - The company aims to position itself as an integrated service provider and total operator for park innovation ecosystems [1] Group 2: Strategic Initiatives - In recent years, the company has intensified its focus on breakthroughs in key core technologies and the world’s technological frontiers [1] - Shanghai Lingang is actively developing key investment directions around the unique industries of the park [1] Group 3: Investment Approach - The company is leveraging the "Shanghai Lingang Entrepreneurship Investment Fund" to identify high-quality enterprises and value within the sci-tech industry in the park [1] - There is a gradual increase in the proportion of industrial investments, with a goal to enhance visibility in direct industrial investments [1]

该项目不仅为君实生物自身提供了高效合规的解决方案，也为生物医药行业数字化转型提供了可复制、 可推广的实施路径。未来，君实生物将持续深化数字化、智能化转型，以技术创新驱动生产效率与产品 质量双提升，为全球患者提供更安全、更可及的创新药物，助力生物医药产业高质量发展。 2025年，君实生物在上海临港生产基地开展的"商业化产线电子批记录(EBR)系统搭建"项目，开创了生 物制药行业在商业化生产中全面应用EBR的先例。传统纸质批记录依赖人工操作，存在数据易偏差、流 程效率低等痛点。为此，君实生物构建了一套覆盖制剂生产全流程的多系统集成数字化管控体系。该系 统以MES/EBR为核心，严格遵循ISA-95标准分层设计，深度融合DCS、WMS、EMS等系统，实现从原 液处理到成品入库的全链路标准化与透明化管理。项目通过"所见即所得"的电子工作指引，将复杂工艺 分解为1780个标准化操作步骤，并设置4380项异常监控点，形成数字化工作流。其核心亮点包括：全链 路数据自动采集，消除人工录入误差；合规性自动核实与实时预警，替代传统人工核对；以及"异常驱 动的审核模式"，大幅提升批记录审核与放行效率。项目落地后，在合规、效率与供应 ...

先导科技集团半导体零部件项目启动建设（受访者供图） 创始于1995年的先导科技集团，深耕电子科技领域近三十年，集团旗下设有材料科技、光电子科技、微电子科技、半导体科技、医疗科技以及科学仪器六大 产业群，在全球布局有40余座生产基地。 此次临港项目开工建设，正是先导科技集团平台化战略的关键延伸——依托在稀散金属材料领域三十年的技术积累，以及"材料到化合物、芯片、器件模 组、整机系统及回收"的全产业链闭环优势，构建"材料研发—零部件生产—设备验证—技术服务"一体化平台，为国内半导体设备厂商提供"交钥匙"解决方 案。 转自：新华财经 新华财经上海1月22日电（记者 高少华）先导科技集团旗下上海元创科芯半导体科技有限公司（简称"上海元创科芯半导体"）22日在中国（上海）自由贸易 试验区临港新片区举行"半导体核心零部件及系统项目"开工启动仪式。这一总投资达50亿元、占地约108亩的重大项目正式启动，标志着先导科技集团在践 行国家集成电路产业战略、深化垂直整合与平台化布局上迈出关键一步。 先导科技集团董事长朱世会致辞 （受访者供图） 作为先导科技集团战略落地的核心载体，上海元创科芯半导体核心零部件及系统项目是落户临港新片 ...

Core Viewpoint - The Shanghai Lingang New Area is launching 15 key projects in January 2026, with a total investment of approximately 13.6 billion yuan, covering various sectors including industry, comprehensive services, culture, tourism, social welfare, ecological greening, and water resources [1] Group 1: Project Overview - A total of 15 projects are set to commence and be completed in January 2026 within the Lingang New Area [1] - The new projects encompass multiple fields such as industry, comprehensive services, cultural tourism, social welfare, ecological greening, and water resources [1] Group 2: Investment Details - The total investment for the newly commenced projects is around 13.6 billion yuan [1] - The "Core Components and Systems Project for Semiconductors" is a significant investment of 5 billion yuan by Shanghai Yuanchuang Kexin Semiconductor Co., covering an area of approximately 108 acres [1] Group 3: Project Specifications - The main construction of the semiconductor project includes MFC, gas cabinets, gas engineering, vacuum gauges, and special components for the semiconductor industry, with a total building area of 150,000 square meters [1]

Core Viewpoint - The 2026 Lingang Science and Technology Innovation City Conference introduced a comprehensive set of innovative measures aimed at creating a world-class science and technology innovation city with lower costs, better ecology, warmer support, and higher success rates for startups [1][2]. Group 1: Innovation Initiatives - The conference launched several initiatives including the establishment of science and technology communities, a policy matrix for innovation support, and the introduction of startup funds [1][2]. - Four new innovation communities named "Dew Lake AI Innovation Port," "Dew Lake IC Innovation Port," "Dew Lake International Data Port," and "Dew Lake Financial Bay" will be developed to lower startup barriers and provide favorable conditions for entrepreneurial teams [5]. Group 2: Funding and Support - Three complementary startup funds were announced: Lingang Youth Innovation Fund, Qihang Angel Fund, and Qihang Guotai Haitong Venture Capital Fund, designed to support enterprises at different stages [5]. - A policy support system covering talent assurance, industry support, and financial backing was introduced to assist companies throughout their lifecycle [5]. Group 3: Ecosystem Development - The launch of the 2.0 version of the Lingang Maker Home app aims to connect entrepreneurs through an invisible incubation network and provide essential services [9]. - Twelve new "Dew Lake Innovation Stations" were introduced to offer low-cost spaces and comprehensive entrepreneurial services to support startup growth [9]. Group 4: Project Signings and Competitions - Eleven new "拨改投" projects from prestigious universities were signed, focusing on teams with significant expertise and promising market prospects [11]. - The X·TIME 2025 International Entrepreneurship Competition awarded 63 projects out of 680 entries, with the top prize going to a project offering a universal in-orbit service solution [11]. - Currently, over 50 high-growth technology companies in Lingang have valuations exceeding 1 billion yuan, with more than 70% in Series B or later funding stages, totaling over 150 billion yuan in valuation [11].

Group 1 - The company has not yet invested in the hydrogen energy industry in Shanghai Lingang [2] - An investor inquired about the completion and operational start of the hydrogen energy project [2]