Group 1 - The core focus of the Tencent Global Digital Ecosystem Conference is the advancement of AI technologies and products, emphasizing the commitment to making AI widely applicable across various industries [1] - Tencent's Q2 2025 financial report indicates that AI is becoming a new revenue growth engine, with the company planning to open its AI capabilities and advantages to enhance enterprise innovation [1][2] - The launch of several AI products and solutions, including the Tencent Cloud Intelligent Agent Strategic Overview and the ADP 3.0 development platform, aims to create a robust AI ecosystem [1][2] Group 2 - Tencent Cloud announced a comprehensive upgrade of its international product offerings, positioning itself as a competitive player in the cloud market, with a ToB revenue growth reaching 55.5 billion yuan in Q2 2025 [2] - The introduction of the multi-modal intelligent data lake TCLake allows enterprises to efficiently process diverse data types, enhancing the deployment of Agent applications [2] - Tencent has released over 30 new models in the past year, embracing open-source initiatives and achieving significant community engagement with its 3D models [2][3] Group 3 - Tencent Cloud's strategy includes adapting to mainstream domestic chips and contributing to the open-source community, addressing concerns about computing power [3] - The company is facilitating the international expansion of various Chinese enterprises, while also assisting well-known global companies in improving operational efficiency [3]

Group 1 - Tencent officially launched the AI Application Prosperity Plan at the 2025 Tencent Global Digital Ecosystem Conference, which includes two core modules: "AI Co-Creation Camp" and "AI Hundred Schools Tour" [1] - The new phase of the AI Co-Creation Camp has started with participation from 18 partner representatives, focusing on incubating intelligent agents and large model applications in vertical scenarios through resource sharing and industry collaboration [1][2] - Over 300 companies have registered for the AI Co-Creation Camp, with nearly 3,000 participants for the first offline event, covering various industries such as finance, law, manufacturing, and consumer sectors [1] Group 2 - Tencent will provide threefold support in technology, resources, and content to assist partners in their growth and development [2] - The company will offer technical support for product co-creation, public cloud model computing resources, and training programs including industry insights and model integration [2] - Tencent has established a mature co-creation loop through the Mixed Yuan Training Camp, collaborating on over 50 practical scenarios and incubating multiple cross-domain benchmark projects [2]

今年9月1日，世界知识产权组织（WIPO）在香港发布《2025年全球创新指数》"世界百强创新集群"排 行榜，该榜单被视作是为《2025全球创新指数》铺垫基调。在这份榜单中，深圳—香港—广州创新集群 首次超越日本的"东京—横滨"，跃居全球百强创新集群榜首，成为全球第一大创新集群，圣何塞—旧金 山集群居第三。 作为蜚声海内外的"创新之城"，深圳当前正在加快建设具有全球重要影响力的产业科技创新中心。在全 方位深层次建设创新之城进程中，知识产权是推动科技创新与产业创新深度融合的重要连接器。 【深圳商报讯】（首席记者 王海荣）9月16日，世界知识产权组织（WIPO）对外发布《2025年全球创 新指数》（GII），全球创新领军者逐一揭晓，中国首次跻身前十。 《2025年全球创新指数》显示，瑞士、瑞典、美国、韩国和新加坡在2025年全球创新指数中名列前茅， 其次是英国、芬兰、荷兰、丹麦。中国居第10位，排名较上年上升一位。报告显示，中国在全球中等收 入经济体中保持领先地位，并在研发支出、高科技出口和创新产出方面持续保持强劲势头。 GII采用约80项指标来评估全球近140个经济体的创新表现，涵盖研发支出、风险资本交易、高技术 ...

从数量上看，与上一年相比，深圳企业入选500强总数不变，均为27家。其中，新增2家，分别是优合产 业有限公司（第383位，2024年度营收646.38亿元）和欣旺达（300207）电子股份有限公司（第439位， 2024年度营收560.21亿元）；退榜2家。 上榜深企展现了极强的创新能力和高强度的研发投入。500强企业共投入研发费用1.73万亿元，平均研 发强度创1.95%的历史新高。而深圳上榜企业研发投入远超平均水平。其中，华为2024年研发投入达 1796.87亿元，位列全国第一位；比亚迪以531.95亿元的研发投入位列第二位。 从行业分布看，深圳上榜企业呈现多元化布局，且在新兴产业领域表现突出。这些企业涵盖互联网、电 子信息、智能制造、消费电子等多个细分行业，与深圳"20+8"产业布局高度契合。新能源领域企业表现 尤为亮眼。比亚迪2024年全球累计销售新能源汽车427.21万辆，同比增长41.26%，业务遍及全球110多 个国家和地区，蝉联全球新能源车市场销量冠军。欣旺达则凭借卓越的业绩表现与持续的创新实力，首 次入围即荣列第439位，并同步入选"2025中国战略性新兴产业领军企业100强"（第83位） ...

Core Insights - The construction mobilization meeting for the ±800 kV UHVDC project, known as the "Tibet-Guangdong DC Project," has been held, marking the start of the world's largest flexible DC transmission project in terms of transmission capacity, technology level, and investment scale [1][2] Group 1: Project Overview - The Tibet-Guangdong DC Project is approximately 2,681 kilometers long, spanning Tibet, Yunnan, Guangxi, and Guangdong provinces, with a starting point in Changdu, Tibet, and an endpoint in Shenzhen, Guangdong [1] - The project has an approved transmission capacity of 10 million kilowatts and is expected to be fully operational by 2029 [1] Group 2: Energy Impact - Upon full operation, the project will deliver over 43 billion kilowatt-hours of clean energy annually to the Guangdong-Hong Kong-Macao Greater Bay Area, which is about half of the annual output of the Three Gorges Dam [1] - The clean energy supplied will replace approximately 12 million tons of standard coal consumption and reduce carbon dioxide emissions by about 33 million tons [1] Group 3: Economic and Industrial Implications - The project is expected to provide a stable supply of green electricity, significantly benefiting high-energy-consuming industries in Shenzhen, such as automotive manufacturing, electronics, and data centers, thereby promoting the clean energy transition in the Greater Bay Area [2]

Core Viewpoint - Recent rumors about multiple gold merchants in Shenzhen's Shui Bei area going bankrupt and closing operations have caused concern among industry participants and investors, but investigations reveal that most businesses are operating normally [1][2]. Group 1: Industry Situation - Reports indicated that over ten gold merchants in Shui Bei suddenly closed, affecting more than a hundred downstream wholesale merchants who are struggling to recover pre-paid funds [1]. - A visit to the Shui Bei gold market showed bustling activity, with most merchants, including those listed in the rumors, continuing normal operations, except for a few like Yue Bao Xin, which has temporarily ceased operations [1][2]. Group 2: Company Specifics - Yue Bao Xin, a smaller company in the Shui Bei area, was found to have its premises sealed by property management, indicating a localized issue rather than a widespread industry crisis [1]. - The Shenzhen Gold and Jewelry Association confirmed that the majority of businesses mentioned in the rumors are still operating normally and that the situation has been exaggerated online [2]. Group 3: Regulatory Response - The association stated that law enforcement is involved in addressing issues with specific companies, and affected merchants are encouraged to pursue legal avenues for recourse [2]. - Investors are advised to rely on verified information and make informed decisions regarding precious metal investments, acknowledging the inherent market risks [2].

Core Viewpoint - Zhuhai Guanyu (688772) has been ordered by the Fujian Provincial High Court to pay ATL 9.9029 million yuan in a patent dispute, with the company also required to cease manufacturing and selling related battery models [1][3] Group 1: Legal Proceedings - The company is currently in the appeal period for the first-instance judgment, which has not yet taken effect, and will actively pursue legal measures to protect its technology and products [3] - ATL has previously claimed that the company's products infringe on its patent ZL201811108529.X, leading to the lawsuit [3] - As of the announcement date, 14 of ATL's patents have been declared invalid by the National Intellectual Property Administration or through court rulings, with 12 cases withdrawn by ATL and 4 cases dismissed by the court [3] Group 2: Research and Development - The company has maintained a strong focus on lithium-ion battery technology development, with R&D investment reaching 818.13 million yuan in the first half of 2025, accounting for 13.42% of revenue, a year-on-year increase of 23.20% [4] - As of June 30, 2025, the company holds 2,377 valid domestic patents, including 725 invention patents, 1,624 utility model patents, and 28 design patents, with nearly 6,000 total applications [4] - The company has begun mass production of semi-solid batteries and is actively engaging with clients for the development of all-solid-state batteries [4] Group 3: Financial Performance - In the first half of 2025, the company achieved total revenue of 6.098 billion yuan, a year-on-year increase of 14.03%, and a net profit attributable to shareholders of 117 million yuan, up 14.77% [4] - The company's gross profit margin decreased from 24.39% in the same period of 2024 to 23.31%, with a net profit margin of only 1.12%, down from 1.73% in the 2023 semi-annual report [5] - The company's asset-liability ratio increased from 65.32% in 2024 to 67.7% in the first half of this year [5]

Core Insights - Beijing Stone Technology Co., Ltd. (Stone Technology) is preparing for a Hong Kong IPO and has received feedback from the China Securities Regulatory Commission (CSRC) regarding the need for additional documentation related to overseas issuance and data security concerns [1] Group 1: Regulatory Feedback - The CSRC has requested Stone Technology to clarify its business scope, particularly regarding its value-added telecommunications services and whether it complies with the 2024 Negative List for foreign investment [1] - The company must provide details on its websites, apps, and mini-programs, including the scale of user data collection and storage, and measures for data protection before and after the IPO [1] - There is a need to explain inconsistencies in the identification of the controlling shareholder and provide a conclusive legal opinion on this matter [1] Group 2: Financial Performance - Stone Technology has experienced continuous revenue growth since its 2020 listing, with annual revenue increasing from 4.53 billion to 11.94 billion from 2020 to 2024, achieving a doubling of scale [2] - Despite revenue growth, the company reported a decline in net profit for 2024, with a net profit of 1.977 billion, down 3.64% year-on-year, and a non-recurring net profit of 1.620 billion, down 11.26% [2] - In the first half of 2025, revenue reached 7.903 billion, a year-on-year increase of 78.96%, but net profit fell by 39.55% to 678 million, with a significant drop in cash flow from operating activities to -823 million [2] Group 3: Customer Complaints - There has been a continuous stream of complaints on the Black Cat Complaint platform regarding Stone Technology, primarily related to product quality issues such as cleaning efficiency and path navigation, as well as after-sales service challenges like repair difficulties and refusal to replace products [3]

【深圳商报讯】（首席记者 王海荣 文/图）9月15日，粤港澳大湾区生成式人工智能安全发展联合实验 室揭牌仪式在河套深港科技创新合作区举行。国家互联网应急中心、广东省及部分地市有关单位、香港 特区政府数字政策办公室、澳门特区政府个人资料保护局等单位负责人，腾讯、OPPO、小鹏、深信服 （300454）、视源、云蝶、云天励飞、元象、深译、陆兮等AI应用龙头和AI专精特新企业，中山大 学、华南师范大学、广州大学、广东技术师范大学、香港科技大学、澳门城市大学、工信部电子五所等 高校和科研机构，以及省内主流媒体代表近百人出席揭牌仪式。 联合实验室是一个适应人工智能时代敏捷、弹性、高效的创新治理联合体，由国家互联网应急中心作为 指导单位，广东省委网信办和国家互联网应急中心广东分中心联合牵头，粤港澳大湾区相关部门、企 业、高校、科研机构、媒体等共同参与建设，运行主体常设在深圳河套，并视情在香港、澳门、广州、 珠海、东莞等地设立地方服务站。 联合实验室 联合实验室将锚定国家战略方向，立足粤港澳大湾区科技创新高地，通过充分发挥"联合"优势，汇聚多 方资源合力，构建跨单位、跨地域、跨学科的"政产学研用"深度融合的创新生态，通过制 ...

这些大模型基于海量多样化公开数据训练，适用于广泛场景。如腾讯混元助手大模型面向C端用户，支 持中英文输入，提供智能问答、AI绘画、语言翻译、简历生成、数据分析等功能；深圳元象信息科技 有限公司开发的元象XVERSE大模型支持文本生成、自动化写作、数据分析、知识问答、多语言翻译、 人物角色扮演、专业小助手等功能。 【深圳商报讯】（首席记者 王海荣）9月15日，记者从粤港澳大湾区生成式人工智能安全发展联合实验 室揭牌仪式上获悉，截至2025年8月，广东省已备案大模型共92款，包括通用大模型46款，行业大模型 46款。 在备案的通用大模型中，深圳共有22款，约占该类大模型总数的48%，包括腾讯混元助手大模型、鹏城 脑海、TCL大模型助手、元象XVERSE大模型、魔法大模型、商汤AI代码生成模型等。 这些行业大模型在通用模型基础上使用行业专业数据优化，针对特定领域提供更高精准度的解决方案， 在工业、政务、教育、汽车、电商、交通、游戏、农业、饮食健康、网络安全、生态环境、电力、法 律、房地产、物流等深耕领域里拥有超强本领。 如深圳市华盛昌（002980）科技实业股份有限公司开发的"DeepSense深度感测大模型"主要 ...