7月26日，以"智能时代 同球共济"为主题的2025世界人工智能大会在上海开幕。本次大会共有800多家 企业参展，集中展示3000多项人工智能产品、60多款智能机器人。参展的深圳"科技军团"中，有华为、 腾讯、荣耀等头部科技企业，还有异军突起的深圳具身智能企业。 这次大会犹如中国人工智能产业的"演兵场"，前沿技术和最新产品纷纷登台亮相，展现了中国在人工智 能领域的强劲实力与创新活力，也折射出人工智能产业的发展风向，其显著特点是人工智能产业的商业 化应用正在加速。 产业风向也是推动人工智能产业发展风向。眼下人工智能产业市场化正迎来"先发优势期"，绝不容错 过。对深圳而言，提供场景应用是深圳发展人工智能产业的"加速器"，今后，深圳在提供场景上不仅要 更广泛，还要更具体更深入，把需求做细做实。另一方面，深圳当更大力度地推动深圳的人工智能产品 走向市场，比如通过办展推广、给予公共服务订单等方法，帮助企业顺利走上市场化道路、抢得发展先 机，从而巩固和提升深圳已有的产业优势。 如果把大模型比作操作系统，那么智能体则相当于应用程序。智能体越来越多，意味着大模型商用价值 越来越高，且二者相互促进形成产业闭环。 表现之二，具身 ...

Group 1 - The article discusses the implementation of a smart power supply system for the 15th National Games and the Special Olympics in Shenzhen, highlighting the use of the "All Electric Hong + Quantum Communication" system to enhance power supply efficiency and monitoring [1][2] - Shenzhen is hosting approximately 20% of the events for the National Games and Special Olympics, covering all nine districts of the city, which necessitates a robust power supply strategy [1] - The "Electric Hong" system, developed by Southern Power Grid, is the first domestic power IoT operating system, enabling real-time monitoring and communication between various power supply devices [2] Group 2 - The deployment of the Electric Hong system involves the installation of 2,000 monitoring terminals across various venues, allowing for comprehensive monitoring from 220V outlets to 500kV high-voltage equipment [2] - A quantum encrypted communication line is being constructed to enhance data transmission security and reduce construction costs, marking the first practical application of integrated quantum communication technology in the power industry [2] - The Shenzhen Power Supply Bureau is also exploring the use of energy storage, artificial intelligence, and robotic inspections to further empower the event's power supply infrastructure [2]

从港股行业表现来看，今年1月1日至7月29日，申万31个一级行业全部上涨，其中涨幅超过20%的行业 24个，涨幅超过40%的行业15个，涨幅超过60%的行业6个，涨幅前三大行业分别为农林牧渔、轻工制 造、医药生物，涨幅分别达174.98%、147.57%、103.13%；涨幅居后三大行业分别为家用电器、建筑装 饰，煤炭，涨幅分别为7.53%、9.52%、10.58%。 【深圳商报讯】（记者钟国斌）今年以来，港股领涨全球主要股市。DeepSeek、新消费、创新药等板 块轮番表现，助推港股恒生指数频创年内新高。据记者统计，截至今年7月29日，恒生指数收报 25524.45点，涨幅达27.24%，在全球主要股市涨幅第一。 从全球主要股市表现来看，今年以来港股市场一枝独秀。以美股、欧洲股市和日本股市为例，今年以 来，美国股市三大指数涨幅均为个位数，其中道琼斯指数涨幅为5.39%、标普500指数涨幅为8.64%，纳 斯达克指数涨幅为9.67%；德国、英国、法国股市涨幅分别为21.74%、11.53%、6.80%；日本股市日经 225指数涨幅为1.96%。 （文章来源：深圳商报） 从港股个股表现来看，今年1月1日至7月2 ...

Market Overview - The domestic smartphone market in China is projected to decline year-on-year by 4% in Q2 2025, according to multiple third-party research institutions [1][2] - Counterpoint's preliminary data indicates a year-on-year decline of 2.4% in smartphone shipments for the same quarter [1] - Canalys reports a more significant decline of 4% year-on-year in smartphone shipments [1] Company Performance - Huawei leads the market with a shipment volume of 12.2 million units, capturing 18% of the market share, an increase from 15% in the same period last year [2] - Vivo follows closely with a shipment volume of 11.8 million units, holding 17% of the market share [2] - OPPO ranks third with a shipment volume of 10.7 million units, accounting for 16% of the market [2] - Xiaomi has achieved year-on-year growth for the eighth consecutive quarter, with a shipment volume of 10.4 million units, placing it fourth [2] - Apple ranks fifth with a shipment volume of 10.1 million units [2] Key Drivers - Huawei's growth is attributed to the strong sales of its mid-range nova 14 series and significant price reductions on high-end models [1] - The installation of the WeChat Harmony version on Huawei's app market has surpassed 10 million, marking a milestone for the Harmony operating system [1]

（文章来源：深圳商报） ...

【深圳商报讯】（记者邱清月）7月28日，在政府部门指导下，深圳市保险业协会牵头，组织辖内23家 财险公司共同开发的专为深圳地区定制的普惠型家庭财产保险产品——"深圳惠家保"正式上线。这是 继"深圳惠民保"后，又一款政府指导下为深圳居民量身打造的普惠型保险。 灵活定制，服务常新。产品全年开放投保，深圳市民可按需搭配自选项目及保额，为房屋增加保障。承 保公司将根据市民需求持续优化产品，拓展便民服务，确保好事办好。 （文章来源：深圳商报） "深圳惠家保"针对居家住宅可能面临的"财、责、人"风险，采取"1+2"自主选购模式，为广大深圳居民 提供涵盖财产损失、第三者责任和家庭成员意外伤害等保险保障，同时充分考虑管道破裂、高空坠物等 特殊场景。该产品立足深圳区域风险特点，秉持价格普惠、覆盖广泛、保障全面的原则，为市民量身定 制，提供灵活可选、理赔高效的综合家庭风险保障，守护鹏城千万家庭。产品主要有三大特色： 保障全面，价格亲民。保险责任聚焦家庭常见风险，包括火灾爆炸、台风暴雨、高空坠物等，额外提供 两项个性化保险责任供投保人灵活选择。不限自住租住，深圳市辖区范围内各类住宅皆可保。最低保费 58元/年，保险金额达180万， ...

【深圳商报讯】（记者钟国斌）今年以来，南下资金持续加仓港股。据数据统计，今年1月1日至7月29 日，南下资金净买入8420亿港元，超越2024年全年8079亿港元，刷新历史纪录。自开通以来，南下资金 累计净买入达45397.93亿港元。 业内人士指出，在今年港股市场"赚钱效应"明显增强的背景下，南下资金仅用7个月便完成对历史峰值 的突破，表明内地资金对港股市场的配置需求进入爆发式增长阶段。 值得注意的是，今年以来南下资金单日净流入超百亿港元的现象频繁出现。数据显示，今年以来的135 个交易日中，南下资金单日净流入超百亿港元的交易日有33天，占比24.44%。其中，有9个交易日南向 资金单日净流入超200亿港元，4月9日南下资金净买入港股355.86亿港元，为史上单日净买入最高金 额。 从净买入股票来看，近3个月，南下资金净买入前十名分别为美团-W、建设银行、盈富基金、中芯国 际、信达生物、中国移动、中国人寿、石药集团、比亚迪、众安在线，净买入金额介于358.72亿港元至 25.17亿港元之间。 记者统计发现，截至7月29日，南下资金持股比例超过10%的个股404只，南下资金持股比例超过30%的 个股139只， ...

Core Viewpoint - The investment promotion conference themed "Aviation Electronics Building Low Altitude Navigation" was held in Shenzhen, focusing on the low-altitude economy and fostering collaboration between Mianyang and the Greater Bay Area [1]. Group 1: Event Overview - The conference was organized by the Mianyang Municipal Committee and the Mianyang Economic Cooperation Bureau, with support from the Shenzhen Mianyang Chamber of Commerce and the Shenzhen Bao'an District Low Altitude Unmanned Systems Industry Association [1]. - The event aimed to discuss new opportunities in the low-altitude economy and inject vitality into the industrial collaboration between Mianyang and the Greater Bay Area [1]. Group 2: Investment Environment Promotion - Mianyang officials presented the advantages of the aviation electronics industry and the regional capacity for investment, extending a "cooperation invitation" to enterprises in the Greater Bay Area [1]. - Three aviation electronics companies from Shenzhen conducted live presentations to align their technological achievements with market needs, facilitating precise matching [1]. Group 3: Economic Collaboration - The conference aimed to advance the cooperation between Mianyang and the Greater Bay Area in the low-altitude economy from initial engagement to deeper collaboration, contributing to high-quality development [1].

Core Viewpoint - The successful maiden voyage of the unmanned monitoring vessel marks significant progress in the construction of the emergency observation system for maritime emergencies in Guangdong Province, supporting Shenzhen's goal of becoming a global marine center and contributing to the marine power strategy of the country [1] Group 1 - The unmanned monitoring vessel is equipped with advanced navigation devices such as radar and AIS (Automatic Identification System) [1] - The vessel features multiple navigation modes including line-following, escorting, and fixed-point positioning, ensuring safe navigation with collision avoidance and warning capabilities [1]

Core Points - The world's first "splicing widening" bridge will be constructed in the Guangdong-Hong Kong-Macao Greater Bay Area, enhancing traffic efficiency between cities on the west and east banks of the Pearl River [1] - The project, known as the connection section project, will start construction and is expected to be completed by 2027 [1] - The project includes the widening of two bridges and the renovation of a hub interchange, with a total length of 2,033 meters [1] Project Details - The main focus of the connection section project is the renovation of the South Central Bridge, which will be widened by 2.25 meters on each side to accommodate eight lanes of traffic, matching the design of the Lion Rock Channel [2] - The project will also upgrade the Fangma Interchange, converting it from a four-lane to a six-lane configuration to optimize traffic flow [2] - The renovation of the South Central Bridge is noted as the world's first splicing widening project for a central cable-stayed bridge, a complex structure with no prior examples in domestic or international projects [2] Current Progress - The Lion Rock Channel project has entered a peak construction phase, with the completion of the T32 steel shell segment installation for the East Main Tower of the Lion Rock Bridge, reaching a height of 171.1 meters [2] - The Lion Rock Channel is a significant multi-layer highway project spanning approximately 35 kilometers, featuring a total of 16 lanes across two levels [2]