随着全球进入以生成式AI与Agentic AI为核心的新一轮技术变革周期。在中国，要支撑未来的AI 应用与创新，不仅需要基础设施突破当前功耗、计算与网 络性能的限制。更需要构建与AI时代相适应的产业生态。 当前，全球正处在新一轮科技革命与产业变革的交汇点，人工智能（AI）作为引领这场变革的核心技术，已不再是孤立的技术创新，而是深度融入经济 社会各领域、重塑生产方式与发展逻辑的关键力量。 10月28日，《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》（下称"十五五"规划建议）全文发布。其中，提出培育壮大新兴产业和未 来产业，点名量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信等；提出全面实施"人工智能+"行动。 中国拥有全球最完整的 AI 产业链与最丰富的应用场景。在硬件端，中国是全球最大的芯片消费市场，当前中国智能手机年出货量稳定在 2.8 亿部，根据 政策规划，2027 年 70% 的智能终端将具备 AI 能力，这意味着每年将有近 2 亿部 AI 手机落地。中国也是智能汽车、机器人等终端的主要生产基地。 其次，从 "十四五" 规划将 AI 列为战略性新兴产业，到 2025 ...

Core Viewpoint - The actual controller of Nanwei Co., Ltd. (603880.SH), Li Ping, sold shares worth 47.96 million yuan to avoid losses exceeding 11 million yuan after learning about a negative internal control report from the accounting firm, leading to severe penalties from the China Securities Regulatory Commission (CSRC) for insider trading [1][2][3]. Group 1: Insider Trading Incident - Li Ping and former financial director Xiang Qinhua received administrative penalties from the Jiangsu Regulatory Bureau of the CSRC for insider trading, with Li Ping facing a total penalty of over 47.1 million yuan and Xiang Qinhua approximately 1.6 million yuan [1][2]. - The insider trading occurred during a sensitive period from March 1 to April 28, 2023, when the company was aware of significant issues regarding fund occupation [2][3]. - Li Ping sold 8.184 million shares between March 14 and 28, 2023, while Xiang Qinhua sold 54,000 shares on March 21 and 22, both actions deemed violations of the Securities Law [2][3]. Group 2: Company Performance and Financials - Nanwei Co., Ltd. has faced increasing losses since 2022, with revenues of 5.45 billion yuan in 2022, 6 billion yuan in 2023, and projected 6.03 billion yuan in 2024, while net profits were -14.65 million yuan, -147 million yuan, and -191 million yuan respectively [4]. - The company attributed the projected losses in 2024 to intense competition in the nitrile glove industry, declining product prices, and rising raw material costs, particularly for nitrile latex [4].

经济观察网上海市交通委员会、上海市发展和改革委员会发布《交通物流降本提质增效上海行动计 划》。其中提出，加快通道沿线和重要节点骨干物流枢纽建设。依托国家综合货运枢纽补链强链工作， 支撑形成综合货运枢纽集群。加快推进上海东站建设，为空铁联运模式创造条件。升级芦潮港中心站铁 路枢纽，提升场站作业能力。支持建设中欧班列(上海)场站，完善国际货运枢纽布局。加快小洋山北作 业区建设、推进罗泾港区转型、实施传统码头自动化改造，进一步提升上海港集装箱吞吐能力和作业效 率。 ...

经济观察网苏农银行（603323）11月4日发布公告称，该行董事、行长庄颖杰先生由于工作变动原因， 申请辞去本行董事及董事会专门委员会相关职务、行长职务。庄颖杰先生确认与该行董事会无不同意 见，亦无因辞职需知会本行股东及债权人的任何事项。 同日，苏农银行发布公告称，该行召开第七届第十一次董事会临时会议，聘任王亮担任行长，聘任费海 滨和耿植担任副行长。王亮、费海滨和耿植的任职资格尚需取得国家金融监督管理机构的核准。 ...

经济观察网近日，以"用咖啡讲述中国故事"为特色的"人民咖啡馆"在全国18省20市开设近30家门店，成 为社交平台打卡新地标。然而，其母公司要潮文化多次申请"人民咖啡馆"商标均被驳回，目前仅持 有"潮人民咖啡馆"等商标。律师指出，"人民"一词具有鲜明公共属性和政治内涵，单独作为商业标识大 规模使用，可能构成《商标法》中"有其他不良影响"的情形，存在法律风险。 ...

Core Insights - Hong Kong has integrated "connecting global liquidity" into its digital asset development roadmap, aiming to link local investors with global markets and attract more institutional trading to enhance market depth and liquidity [1][2] - The Hong Kong Securities and Futures Commission (SFC) plans to issue two important guidelines allowing licensed virtual asset trading platforms to connect with overseas liquidity through affiliated platforms, while implementing measures to mitigate settlement and integrity risks [1][2] Group 1 - The initial phase of Hong Kong's digital asset market faces challenges such as uneven market structure and lack of regulation among participants, prompting the SFC to prioritize the creation of a secure digital asset ecosystem [2] - The SFC will permit licensed cross-border trading platforms to share global order books with overseas affiliates as a primary step to address liquidity fragmentation and enhance market vitality [2][3] - The guidelines were developed in close collaboration with the industry, taking considerable time due to extensive communication with industry practitioners to establish clear rules and necessary safeguards for building the Hong Kong ecosystem [2][3] Group 2 - The virtual asset industry is increasingly recognizing the importance of regulation and is willing to comply with regulatory rules, as regulation adds credibility to their business [3] - The SFC is advancing two consultations to enhance the ecosystem: one for licensing virtual asset custodians and another to explore the inclusion of investment advisory services and specific asset classes under regulation to attract more overseas institutions [3] - The Hong Kong government plans to release the "Digital Asset Development Policy Declaration 2.0" in 2025, focusing on three key areas: developing trading rules for digital assets, enhancing industry interaction for market trend insights, and improving monitoring capabilities to ensure market stability amid increasing participation and trading activities [3]

根据该薪酬方案，如果马斯克有能力在未来10年将特斯拉的估值提高到8.5万亿美元，即目前估值的近8 倍，那么他将额外获得特斯拉12%的股份，在这个水平上，拟议的奖励价值将略高于1万亿美元。 该方案的规模可以堪称史上最大的薪酬方案，不过其中也存在着弹性，即如若公司市值未能够大幅增 长，那么这位首席执行官将"一分钱都不会得到"。 经济观察网全球规模最大的主权基金之一、挪威政府全球养老基金周二(11月4日)明确表示，将在本周 的特斯拉年度股东大会上对埃隆.马斯克的"万亿美元薪酬方案"投出反对票。 特斯拉将于11月6日召开年度股东大会，届时将宣布几项提案的投票结果，其中就包括马斯克的薪酬方 案。 ...

经济观察网当地时间11月4日，诺基亚公司发布公告称，公司董事会已决定提交一份申请，将其股票从 法国巴黎泛欧证券交易所退市。诺基亚股票将继续在赫尔辛基纳斯达克交易所上市。若获泛欧交易所董 事会批准，退市预计将在未来三个月内生效。 ...

经济观察网 据香港航空消息，台风海鸥正接近岘港，香港航空正密切监察其对航班运作的潜在影响。 目前航班运作正常，但预料于11月6日至7日离港及抵港之航班可能延误或取消。 ...

经济观察网11月5日，中物联网站发布数据，2025年10月份为50.6%，较上月回升1个百分点。从分项指 数来看，同上月相比，业务量指数、设施利用率指数、期末库存指数、平均库存周转次数指数有所上 升，升幅在0.6至3.8个百分点之间；企业员工指数、业务活动预期指数有所下降，降幅分别为0.4和3.4个 百分点。 ...