不结婚
中报关注度持续升温，机构建议配置三条业绩主线_我的网站
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Editor's Note:
Ahead of the opening of the 2026 World AI Conference and High-Level Meeting on Global AI Governance, Chinese AI start-up Moonshot AI released its Kimi K3 large language model. As the world's largest open-source model by parameter count to date, this launch marks a significant step forward in the development of China's artificial intelligence models.
From the C919 airliner soaring into the skies to Unitree's humanoid robots stealing the show; from DeepSeek pushing the AI frontier to Moonshot AI's landmark unveiling of Kimi K3 - China's wave of homegrown innovations has dominated global headlines in recent years, delivering a steady stream of breakthroughs.
At a meeting in Beijing that brought together the national science and technology award conference, the general assemblies of the members of the Chinese Academy of Sciences (CAS) and the Chinese Academy of Engineering (CAE), and the 11th national congress of the China Association for Science and Technology in July, Chinese President Xi Jinping, also general secretary of the Communist Party of China (CPC) Central Committee and chairman of the Central Military Commission, stressed that the 15th Five-Year Plan period (2026-2030) is a critical phase for tackling tough challenges in building up the country's strength in science and technology.
"We must seize the historic opportunity, rise to the challenges of the times, accelerate efforts to achieve high-level self-reliance and strength in science and technology, and make steady progress toward the 2035 goal of becoming a leading country in science and technology," he said.
In the article "Strive for Greater Strength and Self-Reliance in Science and Technology" included in the fourth volume of Xi Jinping: The Governance of China, Xi pointed out, "Through years of endeavor, our country's overall strength in science and technology has improved substantially. We therefore have a solid foundation, and are fully confident in our ability to seize the opportunities offered by the new revolution in science, technology and industry to achieve greater results." The article also mentioned that "We should participate to the full in global science and technology governance, contribute Chinese wisdom, and shape a philosophy of technology for good purposes, so that science and technology better serve human wellbeing, and enable China's science and technology industry to contribute more to building a global community of shared future."
In the 27th installment of the special series "Decoding the Book Xi Jinping: The Governance of China," the Global Times, along with the People's Daily Overseas Edition, continues to invite Chinese and foreign scholars, translators of Xi's works, practitioners with firsthand experience, and international readers to focus on the theme of striving for greater strength and self-reliance in science and technology. Together, they share views on China's tech growth, governance principles, and global cooperation in science and technology.
Here are the stories:
1. Readers’ Reflections: China’s innovation success is real global news, landing in the living rooms of Italian retirees who barely use a smartphone: Italian scientist
2. Practitioners' Insights: How did a decade of dedicated effort build China a self-reliant 'digital track'?
3. Translators’ Voices: China's pursuit of strength and self-reliance in science and technology presents an inspiring path
4. Scholars’ Perspectives: National support, optimized evaluation allow young talent to pursue long-term breakthroughs: researcher
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B | 近期A股结构性行情持续演绎，市场对中报的关注度持续升温，太辰光、蘅东光、德新科技等多只股票在中报发布后大涨，走势抢眼。分析人士认为，市场调整属于良性的技术性回调，增量资金尚未形成合力，存量博弈特征明显，指数向上突破需要更强的催化。8月半年报密集披露期有望成为市场从估值消化切换至盈利驱动的拐点，财报季或是下半年最好的配置窗口，配置上建议围绕三条业绩主线展开。首先是科技硬件（半导体、AI算力、存储等板块），这是本轮业绩改善最强的方向；其次是涨价链（有色、化工、煤炭等板块），直接受益于PPI回升，业绩兑现确定性高；最后是出口制造（储能、电力设备、汽车等板块），受益于全球制造业补库与供应链优势。此外，非银金融、医药里的CRO、军工等方向半年报景气度同样值得关注，整体呈现多条业绩主线并行的格局。（中国证券报）。
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