9月12日，"辅助器具创新产品首发活动"在京成功举办，此次活动以"科技赋能·共享福祉"为主题，是中 国国际福祉博览会暨中国国际康复博览会首次开设辅助器具创新产品首发大舞台，旨在促进辅助器具科 技创新与产业创新融合发展，为国内外企业打造辅助器具创新产品发布平台。 活动现场首发52家企业59款产品，覆盖智能/多功能轮椅、智能假肢、外骨骼机器人、康复机器人、脑 机接口、信息无障碍、VR/AR技术、人工智能等领域。活动还特别设立了重点联系地区专场，江苏省 苏州市、湖南省长沙市、广东省深圳市和北京市海淀区等四个重点联系地区介绍其在科技助残方面的政 策举措、活动开展与实施成果。 文/王晓慧 "辅助器具创新产品首发活动"充分展示了科技助残创新的应用成果，为企业提供展示推广的舞台，为产 业链各方提供合作对接契机，激励更多企业投身辅助器具创新产品研发生产，激发更多社会力量参与， 共同构建包容、可持续的科技助残产业生态。 编辑：周南 中国残疾人辅助器具中心与中国信息通信研究院在发布活动现场签署框架合作协议，将通过双方紧密合 作，充分利用各自优势，共建双赢、可持续发展的战略合作伙伴关系，在科技助残、智能辅具等方面进 行多层次、全方 ...

舒沃替尼的商业化成功堪称中国创新药领域的典范，但也将迪哲医药推向了"成也舒沃，败也舒沃"的尴尬境地。 2025 年上半年，迪哲医药营收同比激增 74.4% 至 3.55 亿元，看似亮眼的业绩背后，产品结构失衡问题却不容忽视——舒沃替尼作为全球唯一获批的 EGFR exon20ins非小细胞肺癌靶向药，先发优势明显，而公司另一款创新药戈利昔替尼针对的外周 T 细胞淋巴瘤（PTCL）市场规模较小，短期内难以匹 敌。 对此，迪哲医药在答复《华夏时报》记者采访时否认了存在"舒沃替尼贡献占比95%"的情况，并称2025年上半年，公司营收实现增长74.4%，由舒沃替尼 （舒沃哲 ）和戈利昔替尼（高瑞哲 ）两款核心产品共同驱动。两者均于2024年11月被纳入新版国家医保目录，目前正处于快速放量阶段，共同为公司收 入提供强劲动力。 不过，包括董事长张小林在内的多位高管在2025 年密集减持公司股份，引发了市场对公司前景的担忧。如何在持续维持高额研发投入的前提下，打破对 舒沃替尼的路径依赖，及时填补管线空档，最终构建起多产品支撑的可持续盈利模式，正是迪哲医药面临的创新药企核心生存考验。 舒沃替尼的神话与隐忧 作为全球首个获批用 ...

Core Viewpoint - The recent surge in gold prices has led to increased investment interest, prompting multiple banks to promote gold accumulation services with various fee waivers and incentives for long-term holding [2][3][4]. Group 1: Gold Price Surge - Gold prices have reached historic highs, with COMEX gold futures exceeding $3,690 per ounce and Shanghai Gold Exchange AU9999 hitting 836 yuan per gram [2][3]. - The rise in gold prices is attributed to three main factors: expectations of Federal Reserve interest rate cuts, increased gold purchases by central banks, and heightened geopolitical risks [5]. Group 2: Bank Promotions - Several banks, including Industrial and Commercial Bank of China and Nanjing Bank, are offering promotional activities for gold accumulation, such as waiving fees for active accumulation and providing discounted buy/sell rates [3][4]. - Banks are emphasizing the benefits of long-term gold holding, with some offering rebates and fee waivers for clients who hold gold for over a year [2][3]. Group 3: Investor Behavior and Risks - While banks are promoting long-term holding through fee waivers, experts caution that these measures alone may not significantly encourage a long-term investment mindset [4]. - Banks have issued risk warnings regarding gold accumulation products, highlighting that gold prices can be volatile and investors should be aware of potential losses [6].

今年以来，文化新质生产力展现出科技赋能产业革新、集群生态加速形成的蓬勃图景，正成为推动文化 产业高质量发展的强劲引擎。文化产业的高质量发展，不仅催生了多元应用和丰富场景，更提高了生产 效能，优化了产业结构，通过政策引领与科技赋能，构建了具有国际竞争力的文化新业态生态体系。 在2025年中国国际服务贸易交易会上，这一活力以更鲜活的方式扑面而来，通过"可感知、可参与"的沉 浸式科技体验、"可开发、可利用"的传统文化创新转化，以及"可观赏、可消费"的文商旅体融合服务， 全面展示文化产业新成果。从AI数字人、8K超高清视听，到文创IP矩阵和跨境服务便利化，这届服贸 会正在重新定义文化体验与传播的全新方式。 世界旅游合作与发展大会上，北京市政协主席魏小东指出，当前，全球旅游业面临深刻的结构调整，特 别是人工智能、大数据技术正在重构旅游产业链条、重塑旅游发展格局。他代表世界旅游城市联合会向 广大会员发出倡议，要更加注重数智赋能，不断推动旅游业智慧化发展，积极培育数字虚拟游、文化体 验游等新业态，打造更多互动性与沉浸感并存的新空间。更加注重产业转型，不断推动旅游业融合化发 展，促进旅游业从单一产业向综合产业提质升级。更加注 ...

本报（chinatimes.net.cn）记者王兆寰 北京报道 近日，随着寒武纪(688256.SH)近40亿元的定增方案火速获批，海外甲骨文公司超预期的财报和激情行 情的点火，A股的科技股们满血复活，两融余额也在悄然间创出历史新高。 据同花顺iFinD统计，截至9月11日，A股融资融券余额达2.34万亿，再创历史新高。9月11日，三大股指 齐发力，创业板指和深成指双双再创年内新高，沪指再次逼近前期高点3888点。 9月12日A股早盘，沪指表现强劲，一度冲高至3892.74点，再创阶段性新高，截至午间休盘，沪指涨 0.24%，至3884.71点。 科技股再燃 据悉，寒武纪的定增方案从6月4日获上交所受理，到9月5日注册生效，仅三个月时间。 按照定增预案，公司拟通过向特定对象发行A股的方式，募资总额不超过39.85亿元。扣除发行费用后的 净额拟投资于面向大模型的芯片平台项目、面向大模型的软件平台项目和补充流动资金。 当寒武纪的定增火速获批，其股价开始企稳反弹，叠加近日国际市场甲骨文行情，A股的科技股们集体 回暖。 9月11日，A股市场强势反弹，成交额超过2.46万亿，创业板指和深成指双双再创年内新高。截至收盘， ...

那么这一逻辑是否还会继续呢？从8月份出台的通胀数据看，似乎并不明显。8月CPI再次进入负值区 间，而且下跌幅度较大，说明经济内部的有效需求仍然较为疲弱，物价形势仍然较为严峻。 8月CPI环比涨幅为0，低于历史同期均值0.3%；同比由平转为下降0.4%。低于一致预期-0.2%，创近6个 月以来新低；环比持平，弱于季节规律，近10年同期均值为0.3%。CPI同比再度转负，主要受食品价格 弱势影响，当然基数上升也是拖累，最大的拖累项是食品，同比延续回落2.7个百分点至-4.3%，拖累 CPI同比0.8个百分点。 不过值得注意的是8月核心CPI同比上涨0.9%，已连续6个月回升，创近18个月新高。其中服务价格环比 持平，核心消费品价格表现仍偏强，汽车价格持平，家用器具价格环比上涨1.1%。主要原因认为归于 国家的补贴政策，以旧换新的消费刺激政策。 8月PPI同比-2.9%，高于前值-3.6%，持平一致预期；环比由跌转平，结束了连续8个月的下行，持平季 节性均值（近10年同期环比均值为-0.01%）。主要原因是"反内卷"导致煤炭、黑色、玻璃等行业价格上 涨，如PPI煤炭开采、煤炭加工、黑色采选、黑色冶炼、玻璃制造价格环 ...

Core Viewpoint - The convertible bond market experienced a significant decline from late August to early September, mirroring the performance of the Shanghai Composite Index, but has shown signs of stabilization since then [1]. Market Performance - The Wind convertible bond equal-weight index reached a historical high of 242.59 points on August 26, followed by a sharp decline over eight trading days, with the largest single-day drop of 3.21% on August 27, erasing gains made since early August [1]. - As of September 11, the index closed at 233.07 points, down less than ten points from its historical high [1]. - The largest convertible bond ETF, Bosera Convertible Bond ETF, saw its scale exceed 63.2 billion yuan this year, but experienced its first net outflow since June [1]. Institutional Behavior - Institutions are showing signs of profit-taking in the fixed-income + strategy, primarily due to several listed companies redeeming their convertible bonds or converting them into stocks [2]. - The decline in institutional convertible bond scale is not necessarily negative, as it reflects profit realization rather than losses [2]. Market Dynamics - The convertible bond market has been buoyed by strong performance in the equity market, with nearly 20 billion yuan net inflow into Bosera Convertible Bond ETF this year [3]. - The recent market adjustment is attributed to high profit-taking pressure, as convertible bond prices had significantly exceeded the past decade's highs [3]. - The market is experiencing increased trading activity, although demand for allocation remains strong [3]. Future Outlook - The total remaining scale of the convertible bond market is reported to be below 610 billion yuan, with expectations of a rapid decline below 600 billion yuan due to upcoming redemptions [4]. - The market is anticipated to undergo adjustments unless there are large-scale new bond issuances within a month [4]. Specific Company Insights - Jingwang Electronics announced unusual trading fluctuations in its convertible bonds, with the "Jing 23 Convertible Bond" experiencing a cumulative price deviation of over 30% [6]. - The bond's closing price was reported at 292.577 yuan, reflecting a premium of 192.58% over its face value [6]. - The company has shown steady revenue growth, with a compound annual growth rate of 15.7% from 2020 to 2024, and a 20.93% year-on-year increase in revenue for the first half of 2025 [8]. Investment Strategy - The current high valuation of convertible bonds suggests a need for structural adjustments, with a focus on finding opportunities during equity market fluctuations [9]. - The market's potential for growth remains significant, despite recent profit-taking, as the overall scale of fixed-income + strategies surged by 240 billion yuan in the first half of the year [9].

Core Insights - The China International Welfare Expo has reached its 18th year, marking a significant milestone in the development of the welfare industry in China [1] - The expo has evolved from showcasing basic assistive devices to featuring advanced technologies such as flexible exoskeleton robots and brain-machine interface rehabilitation systems [3] - The event has transformed into a platform that not only displays products but also integrates academic discussions, enhancing the visibility of assistive technology and promoting inclusive development [2][3] Industry Development - The first expo in 2007 was a modest beginning, focusing on basic assistive devices and primarily featuring domestic companies [1] - By 2008, the expo gained national attention, attracting over 100,000 visitors and promoting the concept of "technology for disability assistance" [2] - The international participation increased significantly by 2011, with 17 countries represented, indicating a new phase of international cooperation in the assistive device sector [2] Technological Advancements - The 2023 expo showcased cutting-edge products, highlighting the transition to an era of intelligent assistive technologies [3] - The event featured a special exhibition for the centenary of Rehabilitation International, emphasizing global collaboration and innovation in the field [3] Social Impact - The expo has become a key indicator of social progress in China, reflecting the shift from merely providing assistance to empowering individuals with disabilities [3][4] - The growth of the expo, from over 100 exhibitors to more than 400 leading brands, demonstrates a commitment to improving the quality of assistive devices and fostering an inclusive environment [3]

本报（chinatimes.net.cn）记者刘凯 北京报道 2025年是"十四五"规划收官之年，中国新能源汽车产业交出了一份亮眼的成绩单。日前，国新办新闻发 布会上，工信部副部长辛国斌用"更多见了""更好开了""贡献更突出了"三句话总结了这五年来新能源汽 车产业的发展成效。 总体来看，新能源汽车产量从2020年的140万辆左右跃升到2024年的1300万辆左右，销售占比从5.4%提 升到40.9%，具备组合辅助驾驶功能的乘用车新车占比从2020年的16.2%提升到今年上半年的62.1%。 新能源汽车成果丰硕，发展问题不容忽视 "十四五"期间，我国新能源汽车产业不仅实现了规模上的跨越式增长，在智能化领域也取得了显著进 步。辛国斌指出，新能源汽车是全球汽车产业绿色发展的必然趋势，更是我国实现从汽车大国向汽车强 国转变的必由之路。党中央作出发展新能源汽车的重大决策后，国家先后制定了两部产业发展规划，为 产业发展指明方向。 汽车行业观察员赵永琪对《华夏时报》记者表示："经过多年发展，中国已从'跟随者'变为'领跑者'之 一，除了国内市场渗透率领先全球，国产品牌在欧洲、东南亚等地的市占率也在快速提升。这背后是产 业链优 ...

9月10日，本报记者来到首钢园3号馆，这里也是2025服贸会"电信、计算机和信息服务专题展"所在场 馆，而北京方案展是这次"电信、计算机和信息服务专题展"的主要看点之一。 本报记者从现场工作人员处了解到，此次北京方案展主要围绕"促进城市精细化治理、服务人民美好生 活"这一主线，创新打造"1+1+9"的一体化展示架构，即1个数智化算力底座，1个北京市政务云，联动9 大应用方案，全面呈现数字技术赋能城市发展的创新实践，重点突出"示范引领""沉浸体验""交易促 进"三个特点，通过真实场景模拟，深度还原数字技术应用的标杆价值，推动优秀数字服务"北京方 案"走向全国乃至全球。 （石飞月 摄影） 本报（chinatimes.net.cn）记者石飞月 北京报道 9月10日-14日，2025年中国国际服务贸易交易会（下称"服贸会"）在北京首钢园举办，北京方案展也在 同期展陈。此次方案展的核心亮点之一，是面壁智能基于北京市行政复议实际办案场景、自主研发的全 国首个深度融合业务全流程的行政复议垂直大模型。 面壁智能自成立以来便一直走差异化路线，如端侧模型、小模型，也在不同领域迎来了商业化落地，此 次展示的行政复议垂直大模型也属于 ...