近日，研调机构集邦科技（TrendForce）在报告指出，随着主要面板厂持续调控产能，产能利用率下降使得供给持续紧缩，2月电视面板价格将全面走扬， 显示器面板也因急单而有涨价可能。 法人看好，面板价格续扬，将助益友达、群创本季传统淡季运营。 | 品項 | 價格預估 | | --- | --- | | 電視 | ● 報價全面續漲 | | | ● 32吋、43吋與50吋調漲1美元；55吋、65吋與75吋漲 | | 監視 | ● FHD Open Cell面板23.8吋漲0.3美元,27吋漲0.1美元 | | 器直 | • 23.8吋FHD面板模組有望漲0.2美元 | | 板 | | | 華霊 | • TN機種下跌0.1美元 | | 面板 | • IPS機種下跌0.2美元 | 集邦研究副总范博毓表示，2月电视面板需求仍维持相对较稳定水平，由于面板厂明确表达将在农历春节期间进行五至起天不等的产能调控，使得平均产能 利用率约较元月下降10%，可望支撑供需维持在较平衡状态，也有助于电视面板价格上扬。 集邦预估，2月电视面板价格有望全面上涨，32英寸、43英寸与50英寸预估涨1美元; 55英寸、65英寸与75英寸估涨2美元 ...

群创也在外资2月10日回补2.4万张的底气下，2月11日量增价涨逾4%，"面板双虎"同步上攻。 友达首席财务官张博仪指出，友达将持续推动"轻资产"经营策略。 预估2026年资本支出将控制在200亿 元新台币以下，折旧费用则进一步降至280亿元新台币。 未来资源将高度集中于Micro LED、车用与垂 直领域解决方案，确保持续获利的动能。 董事会也同步展现配息诚意，拟配发0.4元现金股利，配息率达44%。 以2月10日收盘价计算，现金殖利 率约2.7%。该公司董事长彭双浪强调，友达已确立三大运营支柱，目标在2030年前将非传统面板营收 占比拉高至7成，力甩景气循环股的标签。 受转盈佳绩激励，友达2月11日成为市场吸金黑马。盘中成交量突破37万张，挤下旺宏登上人气王宝座 股价强势填补近期跌幅，一举重返2月5日均线之上； 从筹码面观察，外资在友达跌破月线后出现关键 动作，2月10日止步连4卖，反手回补13394张。 面板龙头友达金蛇年封关演出大惊喜！受惠双轴转型奏效与业外收益入账，2025年成功终结连3年亏 损，全年大赚68.43亿元新台币、EPS达0.9元新台币。利多刺激2月11日股价放量大涨约8%，盘中成交 量 ...

Core Viewpoint - The article emphasizes China's commitment to global cooperation and multilateralism, showcasing its role as a stabilizing force in a turbulent world through a series of diplomatic engagements and economic collaborations with various countries [1][2][3][4][5] Group 1: Diplomatic Engagements - In early 2026, leaders from South Korea, Ireland, Canada, Finland, the UK, and Uruguay visited China, signaling a warm diplomatic climate [1] - China engaged in video meetings with Russian President Putin and a phone call with US President Trump, highlighting its proactive role in stabilizing major power relations [3] Group 2: Economic Collaborations - China signed 15 cooperation documents with South Korea covering technology innovation, environmental protection, transportation, and trade [2] - Agreements with Canada included an economic cooperation roadmap and 8 other cooperation documents [2] - China and Uruguay reached 19 cooperation agreements in trade and investment [2] Group 3: Global Governance - China expressed a desire to enhance global governance and cooperation with various countries, aiming for a more just and reasonable international system [4] - The country emphasized the importance of multilateralism and international fairness, seeking to address global challenges collectively [4] Group 4: Commitment to Development - China aims to contribute approximately 30% to global economic growth during the 14th Five-Year Plan, with a projected economic total exceeding 140 trillion yuan by 2025 [1] - The article underscores China's intention to deepen international cooperation and build a community with a shared future for humanity [5]

Group 1 - The core concept of 6G technology is not just an upgrade in speed but a paradigm shift in communication, integrating communication, perception, computing, and control capabilities to create a comprehensive network covering air, space, land, and sea [1] - The second phase of 6G technology trials has been initiated, focusing on developing prototype models for typical scenarios and performance indicators, indicating a transition from laboratory research to real-world applications [2] - The 6G ecosystem is being established across various regions in China, with policies promoting integration with fields such as autonomous driving, AR/VR, and low-altitude economy, creating a full-chain industrial ecosystem [2] Group 2 - The current task in the second phase involves continuous testing and improvement of technology solutions and device performance, aiming for the transition from concept models to commercially viable products [3] - It is projected that commercial applications of 6G will begin around 2030, with large-scale deployment expected by 2035, potentially creating a trillion-yuan industry and application market [3]

Core Insights - The scale of China's ice and snow industry has grown from 270 billion yuan in 2015 to 980 billion yuan in 2024, with expectations to surpass 1 trillion yuan by 2025, indicating a robust growth trajectory in the sector [1] - The industry is evolving from relying on imports to focusing on domestic research and development, with a significant emphasis on high-end, intelligent, and branded products [1][2] Industry Development - Technological innovation is the driving force behind the development of the ice and snow equipment industry, with key regions like Henan and Heilongjiang investing in core technologies and equipment [2] - Harbin has leveraged its educational resources to produce leading ice and snow equipment technologies, including automated ice sculpture building robots and advanced training systems [2] - Companies like Harbin Qianmao Xuelong Sports Goods Co., Ltd. and Henan Jinan Machinery Technology Co., Ltd. are at the forefront of innovation, developing competitive products using advanced materials and technologies [3] Ecosystem Construction - The ice and snow equipment industry is transitioning towards a systematic and ecological growth phase, moving away from a fragmented state [4] - Harbin has initiated a special plan for ice and snow equipment manufacturing, aiming to cultivate several billion-yuan revenue companies by 2030 and establish a leading global manufacturing base by 2035 [4][5] - The city has established four industrial clusters focusing on different aspects of ice and snow equipment, enhancing collaboration and resource integration [5] Brand Development - Brand building is crucial for elevating industry value, as the international market is still dominated by traditional Western brands [6] - The 2026 Harbin International Ice and Snow Economy Expo showcased over a hundred domestic and international ice and snow equipment companies, facilitating brand exposure and collaboration [6][7] - Companies like Henan Jinan Machinery have developed multiple brands and successfully exported products to 22 countries, marking a shift from OEM/ODM to establishing Chinese brands in the global market [7]

Core Viewpoint - Shenzhen's Bao'an District is accelerating the development of a new quality imaging industry by integrating culture and technology, aiming for over 100 billion yuan in revenue from the digital creative industry cluster by 2030 [1]. Group 1: Industry Development - Bao'an has 262 imaging-related companies, with over 95% being hardware manufacturers, and aims to enhance the synergy between content creation and hardware/software innovation [2]. - The digital creative industry cluster in Bao'an generated an added value of approximately 6.506 billion yuan in the first three quarters of 2025, with a growth rate of 30.76% [2]. - The district has launched measures to support high-quality development in the new quality imaging industry, covering key areas such as space, technology, platforms, and finance [3]. Group 2: Technological Innovation - Bao'an is focusing on the development of smart glasses as a key hardware component of the new quality imaging industry, with a goal of gathering over 100 industry chain companies by the end of 2027 [3]. - The district has identified 54 application scenarios and 48 enterprise technology capabilities to create a closed-loop mechanism for demand response and project implementation [6]. - The introduction of the digital human image "Wanbao" aims to enhance Bao'an's cultural tourism identity and will be widely applied in local tourism scenarios [6]. Group 3: Ecosystem Building - Bao'an is establishing the "Shenzhen (Bao'an) New Quality Imaging Industry Alliance" to integrate the industry chain, innovation chain, funding chain, and talent chain [9]. - The alliance has already connected with over 40 key enterprises and universities, focusing on building a complete ecosystem from technology to content [9]. - Bao'an aims to create a supportive environment for enterprises, facilitating collaboration and innovation within the new quality imaging industry [10].

兼具节日纪念与智能互动价值的公仔、文创AI产品、陪学机器人纷纷面世。如今，AI玩具越来越 成为传统玩具厂商突破同质化、实现数字化转型的核心支撑，2025年我国AI玩具市场规模预计增至290 亿元。作为AI技术落地的一个重要载体，AI玩具不仅推动玩具产业向智能化和高附加值升级，更通过 个性化交互满足儿童教育、成人陪伴、老人关怀等多元需求，对于激活消费新动能、打造更有品质的美 好生活具有积极作用。 (本文来源：经济日报 作者陈曦系国家发展改革委宏观经济研究院副研究员) 人工智能赋能玩具产业，是科技创新与产业创新深度融合的一个典型案例，对于创新成果转化具有 带动作用。通过人工智能和大模型的融合应用，AI为玩具产品注入了"灵魂"，让玩具的价值从物品陪伴 升级到情感连接，促进产品形态和价值的双重升级，也让陪伴更有温度。适配老、中、青、幼各类消费 群体的不同需求，形成了从儿童的教育交互、成人的情感陪伴，到老人的关爱和记忆辅助等的"全龄化 产品矩阵"，也带动了产业链上下游发展。比如，上游算力与芯片的迭代升级，中游数字内容市场规模 的扩大，下游IP与渠道的快速发展等。可以说，AI玩具不仅有望成为玩具产业的新引擎，也为上下游关 ...

我们能直观感知的是他们劳动条件的改善。快递员、外卖骑手是在风雨中奔忙的人。为了让这份奔 跑更加安全，骑手们的装备不断升级，从具有辨识度的统一服装，到智能安全头盔、骑行速度提醒等， 他们的工作条件持续改善。去年以来，有关快递员、外卖骑手职业保障的新闻不断传来，许多公司为他 们缴社保，还有城市为他们提供廉租房。这些保障都让这份工作更稳定。 奔跑在城市大街小巷的快递小哥和外卖骑手，被归为新职业之列。这个职业的新，既是说它存在的 时间不算长，更在于这个职业的劳动关系松散、灵活。过去很长一个时期，人们总感到跑快递、送外卖 是"临时工"，从业者对这份工作也怀着观望态度。 这些年随着物流业的发展，快递、外卖行业在日常生活中发挥着越来越重要的作用，快递员和外卖 骑手等新职业也发生了巨大变化。他们在奔跑中养家糊口、成就生活，也有越来越多的人以此为人生舞 台，有的一干就是20年。快递员和外卖员作为一类职业逐渐稳定下来，给人们提供了可预期的职业保 障。 新职业的产生是社会活力的表现。快递员、外卖骑手这样的新职业，给很多人提供了实现社会价值 的舞台。他们在奔跑中完成一个个订单配送，让城市生活更加美好。他们也以奔跑丰富着自己的人生， ...

Core Viewpoint - The concept of "autonomous opening" is emphasized as a key task in China's strategy for high-level opening to the outside world, transitioning from "following" to "leading" in global cooperation [1][2]. Group 1: Significance of Autonomous Opening - Autonomous opening is essential for promoting high-quality economic development, addressing domestic demand shortfalls, and enhancing economic efficiency and resilience [3]. - It serves as a strategic choice to navigate changes in the global landscape, countering trade protectionism and fostering diversified international markets [3]. Group 2: Characteristics of Autonomous Opening - It involves innovating foreign cooperation models based on national conditions rather than merely imitating other economies [2]. - The approach requires a balanced handling of high-level opening and security, aiming for simultaneous improvements in openness and risk management capabilities [2]. Group 3: Implementation Strategies - There is a focus on aligning with international high-standard economic and trade rules while creating new rules in areas like trade facilitation and fair competition [4]. - The strategy includes expanding unilateral opening measures in service sectors and enhancing market access [4][6]. Group 4: Sector-Specific Focus - Emphasis is placed on attracting quality factors in the service industry, such as telecommunications, culture, healthcare, and education, as key areas for autonomous opening [5][6]. - Development of new trade and investment cooperation models is prioritized, including digital and green trade, to stimulate consumption and investment [6]. Group 5: Belt and Road Initiative - High-quality co-construction of the Belt and Road Initiative is highlighted, with a focus on expanding cooperation in green development, artificial intelligence, and digital economy [7].

我国已具备依托服务型制造推进制造强国建设的现实基础。在完整产业体系和超大规模市场的双重 支撑下，中国制造既具备将单一产品供给升级为提供覆盖产品全生命周期系统解决方案的能力，又能在 海量而丰富的应用场景中实现快速试错迭代，形成行业标准和品质化服务，反向牵引产品升级，有效增 强产业链韧性和国际竞争力。 随着新一代信息技术加速迭代升级和应用拓展，产业融合发展不断深化，服务型制造已成为制造业 发展的重要方向。2025年，工业和信息化部等7部门印发《深入推动服务型制造创新发展实施方案(2025 —2028年)》，明确提出有力促进制造业优化资源配置、拓展发展新空间、延伸产业链、提升价值链， 为建成具有中国特色、世界水平的服务型制造体系奠定坚实基础。"十五五"规划建议亦强调，促进制造 业数智化转型，发展智能制造、绿色制造、服务型制造。那么，何为服务型制造？又如何发展具有中国 特色的服务型制造？ 服务型制造是指通过增加企业生产经营中服务要素的比重，促使企业的主要经营模式从生产、销售 产品转向提供"产品+服务"。它区别于以"产品"为核心的生产型制造，强调将服务环节向研发设计、生 产过程和运营维护等全链条延伸，实现制造与服务深度 ...