Core Insights - The 27th China Building and Decoration Expo (Guangzhou) will take place from July 8 to 11, 2025, at the Canton Fair Complex, featuring an exhibition area of 300,000 square meters and nearly 2,000 participating companies, with an expected attendance of over 200,000 domestic and international professional visitors [1]. Group 1 - The expo aims to empower industry development through three major ecological layouts and six channel networks, contributing to the construction of a new development pattern [1]. - The event will focus on high-quality development in the home furnishing and construction industry, addressing market uncertainties and stabilizing the supply chain [4]. - The expo will transform from a traditional exhibition platform to a comprehensive industry empowerment service platform, promoting business conversion and enhancing the entire industry chain [4]. Group 2 - The expo will introduce emerging themes such as smart appliances, robotics, commercial office solutions, sports flooring, smart construction, and high-end new materials, providing new growth points for participating companies [4]. - The "CBD World-Connect" global linkage plan and "Leading Overseas" initiative will be promoted to help brands expand their global presence and enhance buyer services [5]. - The focus on establishing export channels and global online and offline promotional strategies will be crucial for brands to overcome growth bottlenecks and expand market space [5].

6月30日，A股三大指数震荡攀升。截至收盘，上证指数上涨0.59%，深证成指涨0.83%，创业板指涨 1.35%。全市场超4000只个股飘红，成交额1.52万亿元。数据显示，A股半年度收官，上证指数上半年 累涨2.76%，北证50指数累涨近40%。 有机构分析称，预计半年报披露窗口期将成为A股有利的上行动力。展望7月，市场可能会呈现指数突 破上行，科技、非银等进攻性板块占优的格局。 后市展望： 半年报披露窗口期将推动A股上行 对于中短期A股市场的趋势，招商证券首席策略分析师张夏认为，展望7月，市场可能会呈现指数突破 上行，科技、非银等进攻性板块占优的格局。"半年报披露窗口期成为A股有利的上行动力。上半年， 无论是基金净值还是个股的涨幅中位数均达到5%左右，进一步积累了今年的赚钱效应。"张夏分析称， 这为指数后续突破上行、触发关键正反馈效应创造了有利条件。 "短期内小盘股跑赢市场的走势仍将持续。"瑞银证券中国股票策略分析师孟磊认为，中美贸易摩擦缓解 或将助力出口型行业并推升高beta板块（主要为TMT）。若宏观政策刺激力度较大，内需消费及房地产 将最为受益。若政策宽松较为温和，消费服务和人工智能主题或获得持续的 ...

近期，特斯拉官方账号发布了一则视频：一辆Model Y从特斯拉得州超级工厂出发，以全自动驾驶形 式，将自己交付给新车主，这在汽车历史上尚属首次。哈啰也于近期宣布进军Robotaxi赛道，成为国内 该领域又一新秀。诸多消息显示，当前Robotaxi市场竞争已进入白热化阶段，成本控制、自动驾驶技术 突破等商业化落地过程中的诸多挑战，正逐步被攻克。主机厂、自动驾驶企业、平台等多方合力推动 Robotaxi规模化发展，加速其商业化进程。 车企加速自动驾驶商业化落地 特斯拉成功交付具备完全自动驾驶能力的新车，为实现Robotaxi（自动驾驶出租车）目标迈出了关键一 步。此次交付的Model Y车内完全无人，且无须远程操作员干预，这意味着马斯克力推的Robotaxi愿景 正在加速照进现实，基于Robotaxi场景的完全自动驾驶商业化进程显著加快。 与此同时，多个海外传统主机厂纷纷加码Robotaxi。大众汽车近期首次公布Robotaxi战略目标，计划于 2026年推出基于ID.Buzz打造的自动驾驶车型 ID.Buzz AD，Uber将成为首批客户之一。按照计划，该服 务将于2026年在洛杉矶启动带安全员的运营，并于20 ...

Group 1 - The core viewpoint of the articles highlights the successful initial operation of Guangzhou Metro Line 10 and Line 12, with Jiadu Technology playing a crucial role as a key partner in providing integrated smart solutions for the metro systems [1][3] - Jiadu Technology has developed a smart operation control platform that integrates over 20 subsystems from different vendors, enabling intelligent operational assistance through features like video inspection, passenger flow warning, and emergency response [1][2] - The implementation of facial recognition technology allows passengers to experience seamless access with a recognition delay of less than 0.3 seconds, enhancing the overall passenger experience [1][2] Group 2 - The introduction of AI-driven solutions for precise passenger flow management addresses the challenges of high passenger volumes at major hubs, providing essential technical support for optimizing capacity and dynamic alerts [2] - Both new lines utilize the highest level of automation (GoA4), marking a historic breakthrough in Guangzhou's rail transit, with upgrades to the platform door systems ensuring safety and efficiency [2] - Jiadu Technology aims to continue collaborating with Guangzhou Metro to develop more smart and efficient transportation lines, contributing to the broader development of the Greater Bay Area [3]

Group 1 - The strategic partnership between Jixiang Technology and HeMi Technology, with the latter's controlling shareholder, Haolaike, acquiring an 11.5523% stake in Jixiang Technology, marks a significant milestone as it is the first time a listed company has become a direct shareholder [2] - This collaboration aims to enhance the strategic synergy between Jixiang Technology and HeMi Technology, focusing on innovative applications in the smart home sector and accelerating the development and implementation of new technologies and products [2] - The partnership is expected to open new avenues for growth for Jixiang Technology, as it leverages its fully domestic and self-developed IoT communication system to empower the smart home industry [4] Group 2 - Jixiang Technology and HeMi Technology will collaborate on the innovative application of TPUNB wireless narrowband IoT communication technology in home scenarios, providing a new generation smart home networking system called Ho-mesh [4] - The Ho-mesh system offers advantages such as flexible networking, ultra-low power consumption, plug-and-play capability, and adaptive speed, significantly enhancing the smart home networking and control experience [4] - The ongoing collaboration is set to drive high-quality development in the smart home and IoT industries, aiming to deliver more surprises and breakthroughs for users [4]

"Robotaxi已处于行业爆发的前期。"哈啰Robotaxi业务首席科学家Yolanda近日在接受采访时直言。 6月23日，由哈啰、蚂蚁集团、宁德时代通过旗下投资主体共同发起成立的"上海造父智能科技有限公 司"在沪注册，将专注于L4级自动驾驶技术研发、安全应用和商业化落地，三方首期合计出资超过30亿 元。 哈啰近年来持续深化出行业务，拓展海外市场，并推动AI在出行领域的深度应用，为进入Robotaxi领域 积累了丰富经验。哈啰Robotaxi业务及研发团队已经招募了一批AI大模型、自动驾驶等领域的技术人 才，完成核心人才矩阵的搭建，未来将持续吸纳全球优秀人才。蚂蚁集团近年来积极投入AI基础技术 的探索和研究，其在大模型、强化学习、具身智能等领域的技术布局，以及在安全和隐私保护等方面的 经验，可为哈啰发展自动驾驶业务提供广泛支持。宁德时代引领动力电池向数智化加速转型，其领先的 动力电池技术、智能滑板底盘技术，支持底盘与智驾模块的深度集成，为自动驾驶提供安全底座。 Yolanda表示，当前技术演进、产业链成熟度、国家政策支持及消费者认知度均实现了质的飞跃。其 中，AI时代的到来为无人驾驶技术提供了物理场景落地的 ...

Core Points - Guangzhou Metro Line 10 and Line 12 officially opened on June 29, enhancing connectivity across seven administrative districts and improving the overall urban rail network [2] - The total operational rail transit mileage in the Greater Bay Area has exceeded 1,100 kilometers, marking a significant milestone for the region [2] - Line 10 is the first line in Guangzhou to achieve the highest level of automation upon opening, while Line 12 incorporates new energy-saving traction technology, achieving over 15% energy savings [2] Group 1 - The opening of Line 10 and Line 12 strengthens the connection between Guangzhou and Foshan, contributing to a more integrated urban rail transport system [2] - The new lines are part of a broader strategy to enhance the city's public transportation system, aiming for a more convenient, efficient, and green urban transit network [3] - The initiative supports the construction of a world-class city cluster in the Guangdong-Hong Kong-Macao Greater Bay Area, reinforcing Guangzhou's position as an international comprehensive transportation hub [3]

Core Insights - The "Sui Suikang" commercial supplementary health insurance, guided by the government and operated commercially, has provided health protection for over 18.28 million insured individuals in Guangzhou since its pilot launch [1][3] - As of May 2025, "Sui Suikang" has made cumulative payouts to 799,000 individuals, totaling 2.34 billion yuan, with the highest claim reaching 3.369 million yuan [1][3] - The newly launched "Sui Xin Bao · Guo Shou Innovation Drug and Device Insurance" targets innovative drugs and devices, expanding coverage beyond basic medical insurance [4] Group 1 - "Sui Suikang" is the only city-customized inclusive insurance guided by the Guangzhou government, serving as an effective supplementary protection beyond basic medical insurance [3] - The insurance program has conducted a sharing session to educate citizens about the inclusive health insurance product, aiming to extend health protection to a broader population [3] - The program has introduced new benefits, including compensation for assisted reproductive treatments and hospitalization for minors, with specific payout amounts detailed [3] Group 2 - The "Sui Xin Bao" series of inclusive insurance products has been launched by six insurance companies, guided by the medical insurance department, to broaden the coverage of innovative drugs and devices [4] - The "Sui Xin Bao · Guo Shou Innovation Drug and Device Insurance" is available for individuals aged 28 days to 60 years who have continuously participated in "Sui Suikang" for three years without claims, with a uniform premium of 69 yuan per year [4] - This new insurance product offers up to 1.2 million yuan in annual medical coverage, covering 12 commonly used innovative drugs and devices, and allows premium payments through individual medical insurance accounts [4]

Core Insights - The 20th China International Small and Medium Enterprises Expo was held in Guangzhou, showcasing the theme "AI Empowerment, Digital Intelligence Navigation" by Guangdong Mobile, highlighting its role in leading industrial upgrades through digital capabilities [1][6] - The demand for AI-enabled toys has surged, with Guangdong Mobile collaborating with leading companies to develop AI chips that integrate various functionalities, significantly reducing development time and costs for SMEs in the toy industry [3] - New generation information technologies, represented by AI, are driving profound changes in various sectors, enhancing production efficiency in manufacturing, providing precise quality inspection in textiles, and supporting green development in ceramics [5] Industry Developments - In the manufacturing sector, AI light factories and 5G-A passive IoT warehouse management are improving operational efficiency, while AI textile quality inspection offers accurate services for textile enterprises [5] - The AIoT toy intelligence platform developed by Guangdong Mobile supports voice and text dialogue protocols, integrating multiple models to meet user demands for toy customization and interaction [3] - The low-altitude detection and countermeasure platform by China Mobile combines 5G-A sensing, spectrum detection, and message recognition technologies to create a multi-source data fusion system for low-altitude safety management, aiding SMEs in digital transformation [5] Future Commitments - Guangdong Mobile is committed to promoting the digital transformation of SMEs through continuous innovation and practical solutions, aiming to lead the digital and intelligent upgrade of industries [6]

全国社保基金理事会原副理事长王忠民提到，进入人工智能（AI）时代后，出现了三大新模态：一是 开源（Open Source）模态。开源成为AI时代接续互联网的产业模态、价值模态、生命模态和社会资产 负债表当中的渗透模态。二是万物皆可服务模态。比如过去开车是一项技能，无人驾驶出现，使得开车 技能变得无用武之地，而车辆本身可以自行完成一切事物。三是AI资产入表和金融化时代模态。在AI 金融化当中，近日中国香港市场和美国市场，代币化和稳定币化逻辑已经给市场带来了冲击。"当我们 看到稳定币，特别是代币化的最新竞争态势时，我们发现AI金融化已进入高光时刻。"王忠民说。 近日，以"新产业、新技术、新模式、新动能——数智金融助力高质量发展"为主题的第14届中国（广 州）国际金融交易·博览会主旨会议在广州举行，多位来自金融、保险、法律与健康产业领域的顶尖学 者和资深从业者，围绕普惠金融发展、数智化金融创新、产业并购机遇及健康险生态合作等话题进行了 深入交流。 清华大学五道口金融学院党委委员、院长助理张伟表示，高质量发展是实现中国式现代化的必由之路。 我国应把握住科技、产业创新的机会，加速迈向数智技术助力的高质量发展阶段，强化经 ...