Core Insights - The event on June 23 marked the launch of the "Foshan AI Empowerment Industry Upgrade Research Report" and the Foshan Nanhai Guicheng Intelligent Computing Center, aimed at supporting the transformation of traditional industries in Foshan and positioning it as a leader in the AI+ manufacturing sector [1] Group 1: AI Empowerment and Industry Upgrade - The report provides a strategic guide for the AI upgrade of Foshan's manufacturing sector, focusing on the current state of the industry and identifying opportunities and case studies for AI implementation [2] - The Foshan Nanhai Guicheng Intelligent Computing Center will leverage local industrial advantages and collaborate with ecosystem partners to drive the intelligent upgrade of local industries [1][4] Group 2: Ecosystem and Collaboration - An AI Innovation Application Ecosystem Alliance was established, consisting of North Electric Digital and seven local enterprises, to promote AI-enabled manufacturing upgrades [4] - The center will offer a comprehensive range of services to local manufacturing companies, including computational power, model capabilities, intelligent agent capabilities, and strategic AI consulting [5]

小鹏汽车副总经理、全球基础设施负责人谭蔚华表示："我们和阿里云一起构建了中国和海外之间的技 术框架，中国和海外的技术架构是一体的，这样可以快速把国内的研发团队复制到全球，在不同的地方 开服及开展其他业务，都能很快应用。" （文章来源：广州日报） 据介绍，阿里云国内外一致的服务协同及本地化团队，为小鹏汽车海外重大项目提供贴身驻场支持。得 益于此，小鹏汽车出海开服速度提升100%，研发运维效率提升80%。 特别值得一提的是，阿里云的全栈AI优势正助力小鹏汽车加速构建海外技术体系。 基于阿里云灵骏智算，小鹏汽车建成国内汽车行业首个万卡规模智能计算集群，算力储备高达 10EFLOPS，集群利用率峰值达到98%，并建立秒级故障发现和处置的高可用容灾体系。该集群使小鹏 汽车"云端模型工厂"迭代周期平均缩短至5天，支持大模型快速迭代。目前，小鹏汽车正推进720亿参数 规模模型的训练与优化，构建支持预训练、后训练、模型蒸馏及车端训练的全流程闭环。其中720亿参 数规模世界基座模型，具备更强长链推理（CoT）能力，最新一代大模型成果已搭载在小鹏G7上。 记者从2025阿里云中企出海峰会深圳站获悉，小鹏汽车和阿里云继国内全方位合 ...

Core Insights - Guangzhou has been approved as a national logistics hub, becoming a rare city in China with four types of logistics hubs: air, port, production service, and commercial service [2] - This development signifies a leap in Guangzhou's capabilities towards becoming an international logistics center, enhancing its status as a "hub city" [2] Group 1: Logistics Hub Types - The four types of logistics hubs in Guangzhou are closely linked to its transportation resources and industrial economic characteristics [2] - Guangzhou's port is projected to handle 26.45 million TEUs in 2024, ranking sixth globally, while the Nansha Port area is expected to surpass 20 million TEUs, leading in domestic trade [2] - As one of China's three major international air hubs, Guangzhou's air cargo volume is expected to reach 2.382 million tons in 2024, a 17.3% increase year-on-year [2][4] Group 2: Manufacturing and Trade Strength - Guangzhou boasts 12 strategic industrial clusters and 9 major service industries, with over 70,000 consumer manufacturing enterprises [5] - In 2024, both domestic and foreign trade in Guangzhou are projected to exceed 1.1 trillion yuan, with express delivery volume surpassing 14 billion packages [5] - The city is enhancing its logistics capabilities to support the "dual circulation" economic strategy, integrating domestic and international markets [5] Group 3: Innovations in Trade Facilitation - Guangzhou has introduced innovative customs clearance models, such as the dynamic online query for cargo inspection, significantly reducing the time for fresh produce to market [7] - The city has pioneered a smart regulatory model for cross-border e-commerce, addressing return bottlenecks and improving logistics efficiency [7][8] - The logistics and supply chain sectors are prioritized in Guangzhou's modern industrial layout, aiming to establish a globally competitive logistics center [8] Group 4: Future Outlook - With the complete set of four logistics hub types, Guangzhou is positioned to lower logistics costs, enhance operational efficiency, and strengthen international logistics competitiveness [6] - The city aims to become a key node in the global logistics network, marking a new chapter in its development and contributing to China's modern logistics system [8]

Core Insights - The delivery of the world's first self-propelled closed salmon farming vessel, "Suhai No. 1," marks a new phase in China's deep-sea salmon farming and opens new opportunities in the blue food supply chain [2][5]. Group 1: Vessel Specifications and Capabilities - "Suhai No. 1" is designed as a giant offshore salmon farming and processing factory, capable of producing 8,000 tons of salmon annually, equivalent to approximately 1.5 million fish [5]. - The vessel features an automated processing workshop for salmon, allowing for both ice-fresh and frozen processing, with the ability to deliver products to major domestic markets within 24 hours [6]. - The total construction cost of "Suhai No. 1" is nearly 600 million yuan, and it is operated by Jiangsu Lian Deep Ocean Technology Co., Ltd. [5]. Group 2: Operational Advantages - The vessel can perform 16 water exchanges with natural seawater within 24 hours, ensuring the freshness and cleanliness of the farming water [5]. - Unlike traditional fixed deep-water intelligent net cages, "Suhai No. 1" has a mobile production capability, allowing it to quickly relocate to safe waters in adverse conditions such as typhoons or red tides, enhancing farming safety and stability [5]. - The vessel's continuous farming capability allows for staggered market releases, which can help stabilize supply and potentially lower prices for salmon in the domestic market [6].

Group 1 - Guangzhou government signed a strategic cooperation framework agreement with Didi on June 23, welcoming Didi as a "city partner" [2] - The agreement aims to enhance collaboration in areas such as autonomous driving, smart transportation, and low-altitude economy, contributing to the development of a safer and more efficient smart city in Guangzhou [2][3] - Didi recognizes Guangzhou as a key city for its strategic layout, citing the city's advantages as an international transportation hub and expressing confidence in the partnership [3] Group 2 - The cooperation will focus on optimizing the travel ecosystem in Guangzhou, promoting the city brand, cultivating commercial consumption scenarios, and improving transportation service quality [4]

郭永航代表市委、市政府对岑浩辉一行表示欢迎，感谢澳门长期以来对广州发展的大力支持，并对澳门 经济社会发展取得的新成效表示祝贺。郭永航说，去年习近平总书记视察澳门发表重要讲话，引用古 诗"广州诸舶口，最是澳门雄"，充分体现了广州与澳门的深厚历史渊源，近年来两地交流合作持续深 化、成果丰硕。当前，广州正坚定扛起习近平总书记、党中央赋予的使命任务，认真落实省委、省政府 工作要求，发挥粤港澳大湾区核心引擎优势，进一步全面深化改革、扩大高水平对外开放，巩固提 升"6+4"城市性质和核心功能，建设具有经典魅力和时代活力的中心型世界城市。希望与澳门共同落实 好习近平总书记视察广东、澳门重要讲话和重要指示精神，全面准确、坚定不移贯彻"一国两制"方针， 锚定大湾区"一点两地"全新定位，以广深港澳科技创新走廊建设为抓手，进一步深化产业科技创新合 作，加强南沙与横琴等重大平台联动发展，积极推动大湾区市场一体化建设，携手办好十五运会和残特 奥会，深化青年就业创业和社会民生等领域合作，推动穗澳交流合作迈上新台阶，共建国际一流湾区和 世界级城市群。 会见前，岑浩辉一行先后到广州亿航智能技术有限公司、广州地铁集团考察。 澳门特别行政区政府 ...

Core Viewpoint - Sanhua Intelligent Controls experienced a decline on its first day of trading in Hong Kong, opening down over 7% and closing at HKD 22.50 per share, a decrease of 0.13% from its initial offering price of HKD 22.53 [2][4]. Group 1: Company Overview - Sanhua Intelligent Controls was listed on the Shenzhen Stock Exchange in 2005 and specializes in the research, manufacturing, and sales of refrigeration and air conditioning electrical components, as well as automotive components [4]. - The company is actively developing bionic robot electromechanical actuators to seek further growth in this sector [4]. Group 2: Financial Performance - In the first quarter of this year, Sanhua Intelligent Controls reported revenue of CNY 7.669 billion, representing a year-on-year increase of 19.10% [4]. - The net profit attributable to the parent company was CNY 903 million, reflecting a year-on-year growth of 39.47% [4]. Group 3: Fundraising and Investment Plans - The company aims to raise approximately HKD 77.4 billion from its global offering, which will be allocated for technology research and development, upgrading existing products, and expanding production facilities [4]. - Planned investments include the development of new materials and products, as well as enhancing automation in production for both automotive and refrigeration components [4]. Group 4: Bionic Robotics Focus - In the bionic robotics sector, Sanhua Intelligent Controls is concentrating on electromechanical actuators, which consist of core components such as servo motors, reduction gears, and encoders [5]. - The company is collaborating with clients on product development and mass production, with future applications expected in industries such as industrial, education, medical, and service sectors [5].

Core Viewpoint - Hong Kong's "Stablecoin Regulation" will officially take effect on August 1, introducing a licensing system for stablecoin issuers pegged to fiat currencies, with high entry barriers expected to limit initial licenses to only a few issuers [1] Group 1: Regulatory Framework - The Hong Kong Monetary Authority (HKMA) aims to provide a balanced perspective on stablecoins, emphasizing that they are not investment or speculative tools but rather payment instruments utilizing blockchain technology [1] - The licensing process for stablecoin issuers is designed with high thresholds due to the associated risks and the need for user protection, with expectations that only a few licenses will be granted in the initial phase [1] - The HKMA launched a "stablecoin issuer sandbox" last year to understand the business models of institutions planning to issue fiat-backed stablecoins in Hong Kong, with several companies expressing interest in participating [1] Group 2: Market Dynamics - Various new payment tools are emerging alongside stablecoins, including Central Bank Digital Currencies (CBDCs), tokenized deposits from international banks, and cross-border fast payment systems, each with unique characteristics and varying levels of maturity [1] - The future development of these payment tools will largely depend on market forces, indicating a dynamic and evolving landscape for digital payment solutions [1]

Core Viewpoint - Guangzhou is positioning itself as a global marine tourism destination, leveraging its rich maritime culture and historical significance to enhance its appeal to tourists [1][7]. Group 1: Marine Tourism Development - The opening of new maritime routes, such as "Sea View Nansha" in September 2023 and "Enjoy Lingdingyang" in July 2024, has led to significant tourist engagement, with 358 voyages and 15,421 visitors recorded by February 2025 [2][4]. - The Nansha Yacht Club, a high-end project, has become the largest in South China, receiving over 100,000 visitors since its inception, and hosts annual events like the Guangzhou Nansha International Sailing Competition [3][5]. - The "Aida Mediterranean" cruise ship, which began operations in December 2024, has seen high demand, with an average occupancy rate of 74.3% across 27 voyages, serving 107,500 passengers by May 2023 [3][4]. Group 2: Economic Impact - The marine tourism sector is driving economic growth in related industries, including logistics, dining, and transportation, creating over 200 jobs per cruise ship visit [4][6]. - The Guangzhou government has signed a strategic cooperation agreement with China Shipbuilding Industry Corporation to enhance cruise tourism, with plans for the "Aida Huacheng" cruise ship to operate from Nansha by the end of 2026 [4][7]. Group 3: Policy Support and Future Plans - The "Guangzhou Marine Innovation Development City Planning" outlines a modern marine industry system focusing on five key sectors, including tourism, to support high-quality development [7][8]. - Initiatives to promote international cruise tourism include financial incentives for increasing cruise voyages and enhancing the overall tourism experience through combined products like "Cruise + Scenic Spots" [8].

Core Viewpoint - The launch of the Cross-Border Payment System on June 22 marks a significant advancement in the connectivity between the mainland and Hong Kong, allowing for real-time cross-border remittances using RMB, enhancing convenience for residents on both sides [1][2]. Group 1: Overview of Cross-Border Payment System - The Cross-Border Payment System allows residents to conduct real-time remittances directly in RMB, eliminating the need for currency exchange and lengthy processing times associated with traditional methods [1][2]. - The system is designed to facilitate three main types of cross-border remittance scenarios: southbound remittances from mainland residents to Hong Kong, northbound remittances from Hong Kong residents to mainland accounts, and bilateral cross-border RMB payments for various purposes [2][3]. Group 2: Participating Institutions and Operational Details - The initial group of 12 participating institutions includes major banks from both the mainland and Hong Kong, such as ICBC, Agricultural Bank of China, Bank of China, and HSBC [3]. - The service is available to mainland residents holding specific identification documents and to Hong Kong residents with Hong Kong ID cards, with plans for gradual expansion across the country [3][4]. Group 3: Transaction Limits and Fees - During the pilot phase, the transaction limit for mainland banks is set at 10,000 RMB per transaction, with many banks waiving fees for this service [4]. - Hong Kong banks impose a daily limit of 10,000 HKD and an annual limit of 200,000 HKD per individual, with service hours differing between the two regions [4]. Group 4: Promotional Activities - Several banks, including Bank of Communications and HSBC, are offering promotional rewards for customers using the Cross-Border Payment System, incentivizing higher transaction volumes [5].