9月27日21时40分，我校大学城校区发生机动车碰撞行人事件致使1名同学去世，1名同学受伤 （经送医治疗已出院）。 经调查，肇事者系我校艺术学院教师金某。 9月30日，华南理工大学发布情况通报。 情况通报 学校对发生这起不幸事故深感悲痛、深感自责！我们将全力配合公安机关尽快查清事实，依法 严惩肇事者。我们对不幸去世的同学表示深切哀悼，将努力做好家属抚慰、受伤学生康复和学 生心理疏导。 事故发生在校园内，暴露出校园安全管理存在严重漏洞。我们将深刻吸取教训，全面加强校园 安全隐患排查整治 ，改善道路交通安全保障设施，严格校内机动车和电动自行车的限速管 理，加强全校师生安全教育，切实筑牢校园安全防线。 华南理工大学 2025年9月30日 来源丨华南理工大学 编辑丨金珊 实习生林芷仪 SFC 真诚感谢社会各界的关心、监督和批评。 ...

Core Viewpoint - The approval and launch of the first domestically produced nine-valent HPV vaccine in China marks a significant advancement in cervical cancer prevention, providing broader access and affordability for women aged 9 to 45, and reshaping public health, economic, and social equity dimensions [1][4][12]. Market Supply and Accessibility - The domestic nine-valent HPV vaccine, developed by Xiamen University and Wantai Biological Pharmacy, has produced over 100 million doses, ensuring stable production and high-quality standards [3][4]. - The vaccine is priced at 499 yuan per dose, approximately 40% of the cost of imported alternatives, significantly lowering the economic barrier for vaccination [6][12]. - The vaccination program for women aged 9-17 requires two doses at a total cost of 998 yuan, while women aged 18-45 will need three doses costing around 1500 yuan, compared to nearly 4000 yuan for imported vaccines [6][12]. Efficacy and Safety - The vaccine targets seven high-risk HPV types responsible for 95.4% of cervical cancer cases in China, with clinical trials involving over 10,000 women aged 9 to 45, demonstrating a 100% protection rate against persistent infections after 12 months [7][9]. - The vaccine's immunogenicity and safety profile are comparable to imported products, with a 100% seroconversion rate for all HPV types [9]. Policy Support and Public Health Initiatives - The national vaccination initiative aligns with the government's public health policies, with the HPV vaccine included in the national immunization program, providing robust policy support for cervical cancer prevention [10][11]. - Local governments, such as Xiamen, have initiated programs offering free or subsidized vaccinations for eligible girls, creating a model for nationwide implementation [11][12]. Broader Implications - The successful rollout of the domestic nine-valent HPV vaccine is expected to significantly increase vaccination coverage among eligible populations, contributing to the goal of cervical cancer elimination in China [12][13]. - This development reflects the innovation capabilities of China's biopharmaceutical industry and supports the broader public health strategy of achieving universal health coverage [13].

Core Viewpoint - The introduction of "instant delivery" service by Moutai through the iMoutai app aims to enhance consumer connection and improve sales efficiency during the long holiday period [1][3]. Group 1: Instant Delivery Service - Starting from September 30, the iMoutai app launched an "instant delivery" service for products like kilogram Moutai and boutique Moutai, allowing consumers to receive their orders quickly from nearby authorized stores [1][2]. - The service utilizes a network of over a thousand offline terminal channels, enabling delivery within a 10-kilometer radius, with the fastest delivery time being 30 minutes [3]. Group 2: Market Dynamics - Moutai's management has emphasized the need for channel transformation to better connect with consumers, as the basic demand for Moutai remains unchanged [3]. - Since September, Moutai's terminal sales have reportedly increased by approximately 100% month-on-month and over 20% year-on-year [4]. Group 3: Competitive Landscape - The instant delivery trend is gaining traction in the alcohol sector, with other platforms like 1919 and JiuXian.com having previously offered rapid delivery services [4]. - Moutai's unique market position, characterized by significant price differences and consumer demand for authenticity, has led to a growing reliance on the iMoutai platform for purchasing [5]. Group 4: Future Expansion - The iMoutai platform plans to expand the range of products available for instant delivery, aiming to enhance convenience for consumers [5].

Group 1: A-Share Market Performance - A-shares have shown a strong performance this year, with an average increase of 33% among 5,359 stocks, and 398 stocks have doubled in price [3] - The total market capitalization of A-shares increased from 77.55 trillion yuan at the end of last year to 94.52 trillion yuan by September 26, 2023, an increase of 16.97 trillion yuan [3] - Individual investors' holdings accounted for 30.88% of the market capitalization, translating to an average gain of 22,200 yuan per investor this year [3] Group 2: Public Fund Performance - Public funds have achieved an average return of 17.21% this year, with 67 funds doubling their returns [5] - Small-cap growth funds have outperformed, with the index rising by 45.66% [5] - Equity funds have achieved an average return of 28.19%, while mixed funds returned 25.91% [5] Group 3: Gold Investment - Gold has been a standout investment this year, with spot gold prices surpassing $3,860 per ounce [7] - Gold-themed funds have averaged a return of 49.67%, with gold industry stock index funds achieving an even higher average return of 71.39% [7] Group 4: Wealth Management Products - Wealth management products have shown an average annualized return of 2.56% for the first eight months of the year [9] - Fixed-income products have underperformed compared to last year, while mixed and equity products have rebounded significantly [9][10] - Approximately 20 wealth management products have achieved returns exceeding 20% this year [10] Group 5: Deposit Rates - Deposit rates have significantly decreased, with one-year rates dropping below 1% to 0.95% [12] - Many banks have reduced their deposit rates, with some rates falling by 10 to 50 basis points [13]

Core Insights - The article emphasizes that AI Agents are becoming a crucial part of the technology landscape, with predictions that 2025 will mark the "AI Agent Year" and significant economic growth driven by AI by 2035 [1][4] - AI is transitioning from data-dependent knowledge accumulation to possessing strong reasoning capabilities, which will reshape business processes and value chains [1][5] - The integration of AI Agents into enterprise software is expected to reach 33% by 2028, with 15% of daily tasks becoming fully autonomous [1][6] Group 1: AI Agent Evolution - AI Agents are evolving from cost-cutting tools to value-generating assets, with a focus on enhancing productivity rather than merely reducing costs [4][5] - The current year is identified as the "Year of Reasoning Agents," marking a shift from basic AI applications to more sophisticated reasoning models capable of task execution [5][6] - The evolution path of AI Agents includes a transition from workflow agents to strong reasoning agents and eventually to multi-agent systems, which will enhance collaboration and efficiency [5][6] Group 2: Market Potential and Challenges - The global market for AI Agents is projected to reach approximately $5.29 billion by 2024, with China's enterprise AI Agent market expected to exceed $27 billion by 2028 and grow to $47.1 billion by 2030 [6][7] - Despite the opportunities, companies face challenges in implementing AI, including internal resistance, lack of skills, and difficulties in data sharing across departments [8][9] - Successful AI integration requires a strategic approach led by top management, ensuring alignment between strategy and execution [9][10] Group 3: Industry Dynamics - Large enterprises often prefer standardized products, which can lead to quality issues in the final delivery stages, creating opportunities for startups that focus on tailored solutions for specific industries [9][10] - The "One Leader Project" strategy has been implemented successfully, with significant revenue growth reported for the company involved [10][11]

Market Overview - As of September 30, the Shanghai Composite Index rose by 0.40%, the Shenzhen Component Index increased by 0.31%, and the ChiNext Index saw a slight rise of 0.06%. The STAR Market 50 Index surged by 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.37 trillion yuan, an increase of 761 billion yuan compared to the previous trading day, with nearly 3,000 stocks rising [1] Storage Chip Sector - The storage chip sector experienced significant growth, with stocks like Jiangbolong rising by 20% and several others increasing by over 10% [2] - Major storage manufacturers, including SanDisk, Micron, Samsung, and Western Digital, have announced price increases since September, leading to a ripple effect in the downstream market [4] - Adata, a major storage module manufacturer, has stopped quoting DDR4 prices and prioritized the supply of DDR5 and NAND flash to key clients. Additionally, Phison has resumed some pricing with a price increase of approximately 10% [4] - The price surge is attributed to a restructuring of supply and demand in the storage industry, with significant inventory reduction and increased demand driven by AI investments from major companies [4] AI Sector - AI-related stocks saw a collective surge, with companies like Dahong Technology hitting the daily limit of 20% increase, and others like Kaipu Cloud and Tuolisi rising over 5% [5] - The launch of DeepSeek's new model, which significantly reduces service costs, has led to a 50% decrease in API costs for developers [6][7] - Domestic chip manufacturers have completed adaptations for DeepSeek's latest model, indicating a breakthrough in the domestic AI industry chain [7] Market Sentiment and Predictions - Optimistic sentiment prevails as multiple brokerages recommend holding stocks through the National Day holiday, with a 60% probability of the A-share market rising in the five trading days post-holiday [9][11] - Historical data shows that in 10 out of the last 15 years, the Shanghai Composite Index has risen in the five trading days following the National Day holiday [11] Gold Market - On September 30, spot gold prices reached a new high of $3,860 per ounce, marking a 0.72% increase [13] - Domestic gold jewelry prices have also risen, with brands like Chow Sang Sang and Luk Fook reporting prices of 1,125 yuan per gram, an increase of 14-15 yuan per gram [15] - Long-term trends for gold prices are influenced by the strength of the US dollar and inflation expectations, with current geopolitical events and monetary policy changes also playing significant roles [15]

Core Viewpoint - The "Mechanical Industry Stabilization Growth Work Plan (2025-2026)" aims for an average annual revenue growth rate of approximately 3.5% and a revenue target exceeding 10 trillion yuan, reflecting higher demands for growth quality and technological self-sufficiency compared to previous targets [1][2]. Group 1: Key Objectives and Tasks - The plan outlines 14 key tasks across three main areas: expanding effective demand, enhancing quality equipment supply capacity, and stimulating industry growth vitality [2][9]. - It emphasizes both short-term stability through measures like expanding effective demand and long-term structural optimization focusing on high-quality development and the integration of emerging technologies like artificial intelligence [2][6]. Group 2: Demand Expansion Strategies - The plan identifies that 70% of demand in the mechanical industry comes from infrastructure and equipment investment, proposing strategies to tap into domestic market potential and foster new demand [4]. - Specific tasks include promoting major technological renovations, updating outdated equipment, and implementing policies for the promotion of significant technological equipment [4][6]. Group 3: New Demand Cultivation - The plan encourages the development of new economic sectors such as the "first launch economy," "ice and snow economy," and "silver economy," as well as applications for specialized robots and smart medical equipment [6][7]. - It highlights the integration of artificial intelligence in logistics and healthcare, aiming to create smart medical scenarios and promote intelligent medical and rehabilitation equipment [6][10]. Group 4: Quality Equipment Supply Enhancement - The plan addresses issues like insufficient high-end equipment supply and the need for deeper integration of technological and industrial innovation, proposing five tasks to enhance innovation capabilities and supply chain resilience [9][10]. - It emphasizes the importance of developing high-quality components and advanced manufacturing processes to reduce reliance on external technologies and ensure stability in extreme conditions [10]. Group 5: Industry Growth Vitality - The plan aims to alleviate operational pressures on mechanical industry enterprises by fostering high-quality companies and enhancing regional coordination [11]. - It includes measures to improve the business environment, such as addressing irrational competition and promoting industry self-discipline through associations [11].

Core Viewpoint - The recent appointment of Yu Chengdong as the head of Huawei's Product Investment Review Board (IRB) is seen as a strategic move to strengthen the company's focus on artificial intelligence (AI) and core business breakthroughs [5]. Group 1: Leadership Changes - Yu Chengdong has been appointed as the director of the Product Investment Review Board, a decision personally signed by Ren Zhengfei [1]. - Yu Chengdong continues to serve as Huawei's Executive Director and Chairman of the Terminal BG, overseeing Huawei's terminal and HarmonyOS-related businesses [2]. Group 2: Strategic Focus - Analysts view the leadership change as a significant step in Huawei's AI strategy and its commitment to core business development [5]. - Huawei's report "Intelligent World 2035" predicts a rapid arrival of an intelligent world, with over 90% of Chinese households expected to own smart robots, leading to immersive technological transformations in home environments [5]. Group 3: Product Milestones - On September 29, Yu Chengdong announced that the number of HarmonyOS 5 terminal devices has surpassed 20 million, achieving the milestone of 10 million devices in just two months after reaching the first 10 million [5]. Group 4: Role of the Product Investment Review Board - The Product Investment Review Board (IRB) is a key decision-making body within Huawei, responsible for evaluating resource allocation for major strategic directions, project approvals, and budget assessments [7]. - The IRB aims to ensure efficient resource allocation towards core strategic goals, providing precise support and decision-making for business development [7].

据新华社报道，日前，中共中央决定：王伟中同志任内蒙古自治区党委委员、常委、书记，孙 绍骋同志不再担任内蒙古自治区党委书记、常委、委员职务。 来源丨新华社 编辑丨黎雨桐 SFC ...

中共中央政治局9月29日召开会议，研究制定国民经济和社会发展第十五个五年规划重大问 题。会议决定，中国共产党第二十届中央委员会第四次全体会议于10月20日至23日在北京召 开。 近日，中国人民银行货币政策委员会召开第三季度例会。例会将此前的"实施好适度宽松的货 币政策"改为"落实落细"，与7月底中央政治局会议的部署保持一致，这意味着政策着力点将转 向执行层面。 而货币政策之所以着力在存量的执行层面，应主要基于两个原因：一方面，当前经济保持平 稳，宽松必要性不强。例会对国内经济运行的描述从二季度的"呈现向好态势"调整为"稳中有 进"，将"高质量发展扎实推进"改为"取得新成效"，在困难和挑战方面删掉了此前"风险隐患较 多"的表述，仅保留"国内需求不足、物价低位运行"，显示出对经济基本面的信心有所增强。 从今年前8个月数据来看，规模以上工业增加值累计同比增长6.2%，略低于上半年的6.4%，服 务业生产指数累计同比增长5.9%，与上半年持平。当前经济增速保持在5.0%的目标水平之 上，实现全年经济社会发展目标任务可期，暂时无需政策加码。 另一方面，则由于货币宽松一定程度上受到净息差收窄的影响。央行多次表示，中国的货 ...