Group 1 - The "N City Linked Autumn Recruitment Event" has officially launched, aiming to attract 1 million college graduates to Guangdong by 2025, with over 120,000 quality job positions offered [1][3] - The event targets over 100 key universities nationwide, focusing on industries such as artificial intelligence, new generation information technology, and integrated circuits [8][11] - Major companies participating include Huawei, Tencent, and BYD, with a total of over 3,100 well-known units from the Guangdong-Hong Kong-Macao Greater Bay Area [8][9] Group 2 - The Guangdong-Hong Kong-Macao Greater Bay Area is experiencing a strong demand for research talent, particularly in semiconductor technology and advanced materials [3][4] - Shenzhen Polytechnic University is actively recruiting for over 140 positions, including research assistants and young professors, with competitive salaries [4][5] - The low-altitude economy in Guangdong is projected to have a talent gap of around 5 million, highlighting the need for specialized and versatile professionals [10][11] Group 3 - The "Assist Enterprises Youth Brigade" 2.0 version aims to provide practical job opportunities and immersive experiences for graduates, enhancing their connection to the region [11][12] - The initiative includes comprehensive support policies for talent retention, such as housing subsidies and project funding for innovative teams [11][12] - The recruitment activities emphasize a personalized approach, ensuring job matching and support for new graduates [12]

近日，在第25届中国国际工业博览会开幕式上，工业和信息化部部长李乐成表示，未来要实 施培育新兴产业打造新动能行动，统筹技术创新、规模化发展和应用场景建设，加快打造一 批新兴支柱产业；建立未来产业投入增长机制，加强前沿技术研发和应用推广，开辟人形机 器人、脑机接口、元宇宙、量子信息等新赛道，创建一批未来产业先导区。 事实上，今天人形机器人已经成为全球科技巨头竞相角逐的"关键赛道"。从特斯拉的Optimus 到波士顿动力的Atlas，再到中国本土涌现出的一系列创新企业，全球范围内的产业竞赛已然 打响。 客观地说，今天的人形机器人的"形"其实并不重要，此时再去争论技术路线选择也意义不 大。更重要的还是探索落地应用和产业发展的可能性，从市场需求中寻找到技术商业化的突 围之路。 从这个角度来说，我们需要更加理性、长远地看待人形机器人的发展。与其追求一步到位、 打造"无所不能"的通用机器人，或许更务实的做法是从特定场景切入。例如，在工业制造领 域替代重复性、危险性高的劳动；在物流分拣中承担搬运任务；或是在康养、服务等领域提 供辅助。完全可以先在局部场景验证技术、打磨产品、实现商业闭环，再逐步向更复杂的通 用场景拓展。 人 ...

完成全国首笔专精特新企业认股权行权投资、落地全国首单银行理财直接参与上市公司定增项 目……2025年，光大理财在服务实体经济和国家战略中亮点频频。 笔者从光大理财处获悉，截至8月末，光大理财在科技金融领域的投资余额近3 0 0亿元，累计 与2 7 0余家科创企业签署认股权合作协议；在绿色金融方面的投资余额已超过7 0 0亿元，切实 推动了地区生态改善与企业绿色转型。 这些突破性尝试的背后，是光大理财对国家宏观战略的深度解读与市场化能力的持续构建。 其通过"投贷联动"陪伴科创企业成长、依托绿色债券工具支持能源转型的打法，不仅拓宽了 理财资金服务实体经济的路径，也为行业提供了可借鉴的范本。 锚定"硬科技"，打造从"信贷"到"股权"的赋能闭环 近日，据笔者了解，光大理财已完成对某工业软件头部企业的认股权行权，该笔投资或为全 国首笔专精特新企业认股权行权投资，标志着理财资金通过认股权业务服务科创企业实现了 从融资支持到深度赋能的历史性跨越，实现了从债权融资到股权投资的闭环操作。 近年来，半导体产业成为全球科技竞争的重要领域。然而，由于外部环境的影响，面临着一 系列的地缘政治挑战和限制，极大制约了国内半导体产业的发展。 ...

Core Viewpoint - The article discusses the significant rise in the gold market this year, with international gold prices increasing by 43.77% and COMEX gold by 36.73% as of September 24, 2025. Amid this "gold rush," Pop Mart, a toy giant, has entered the gold market by launching its "Baby Molly" gold series, attracting attention from young consumers [1][3][9]. Group 1: Market Overview - The international gold price reached $3,766.85 per ounce, marking a substantial increase in 2025 [1]. - The "Baby Molly" gold series includes products priced from 980 yuan to 56,800 yuan, showcasing a variety of gold items [1][3]. - The "pain gold" consumption trend, characterized by collaborations between gold brands and popular IPs, is gaining traction among young consumers [9][11]. Group 2: Product Details - The "Baby Molly" gold series features four main categories: gold ornaments, gold beans, beads, and pendants, appealing particularly to young girls who are fans of the Molly IP [3][9]. - The series has reportedly attracted a significant number of young customers, driven by the popularity of the Molly character, which has a strong fan base [9][11]. Group 3: Financial Performance - Pop Mart's revenue for the first half of 2025 reached 13.6 billion yuan, a 73.5% increase year-on-year, with the Molly IP ranking second among the top eight revenue-generating IPs [9][12]. - The company achieved a total revenue of 138.8 billion yuan in the first half of 2025, reflecting a 204.4% year-on-year growth, with adjusted net profit soaring by 362.8% to 47.1 billion yuan [12].

Core Viewpoint - The development of humanoid robots is heavily reliant on innovations in communication connectivity, which necessitates stringent requirements for chip computing power and energy consumption [1][2]. Group 1: Development Roadmap - The company aims to enable humanoid robots to learn and perform various human movements, such as dance and martial arts, with improved fluidity and effectiveness compared to previous attempts [1]. - The next phase involves allowing robots to execute any command in real-time, moving closer to a state where robots can autonomously perform tasks [1]. - The company anticipates achieving the capability for real-time action generation by the end of this year or early next year, with further advancements expected by the end of next year to allow robots to operate in unfamiliar environments [1][2]. Group 2: Challenges in the Industry - A significant challenge in the robotics industry is related to cable management, with 60%-70% of industrial robot failures attributed to cable issues [2]. - The company emphasizes the importance of reducing the number of cables to enhance robot performance and reliability, aiming for a future where only one cable connects the main control unit to the limbs [2]. Group 3: Open Source Initiatives - The company has announced the open-sourcing of UnifoLM-WMA-0, a world model-action framework designed for general robot learning, which includes datasets and training source codes [3]. - The call for open-source model development is seen as a way to accelerate industry progress, similar to early strategies employed by OpenAI [3].

记者丨黎雨桐 编辑丨曾静娇 北京时间9月24日晚，美股三大指数高开，截至22时30分左右，道指微涨0.12%，纳指跌涨0.02%，标普涨0.01%。 美洲锂业公司暴涨超100%。消息面上，据 人民日报旗下 国际金融报，有消息称，美国政府正在就入股该矿商进行谈判。 | LITHIUM AMERICAS < W | | | | --- | --- | --- | | LAC.N | | | | 6.167 量 1.6亿 股本 2.42亿 市盈™ | | -28 万得 智口 | | 3.097 100.86% 换 64.85% 市值 15亿 市净" | | 2.42 | | 盘中・ 五日 日Ｋ 周K | 月K | 更多 (0) | | 均价:5.657 叠加 | | | | 101.14% 卖一 | | 6.170 1008 | | 家- | | 6.160 1700 | | 10:41 | | 6.170 104 | 特斯拉涨超3%。消息面上，10月初，特斯拉将公布其第三季度的汽车交付数据。瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预 期，从43.1万辆调整至47.5万辆，增加了近10%。瑞银认为，今年 ...

Core Viewpoint - Hainan's strategic geographical location and the upcoming operation of the Hainan Free Trade Port (FTP) are expected to significantly boost the development of the aircraft maintenance industry, leveraging policy advantages and global networks to attract international clients [1][4]. Group 1: Hainan's Strategic Advantages - Hainan can cover 21 countries and regions in Asia within a 4-hour flight and 59 countries globally within an 8-hour flight, reaching 67% of the world's population and 41% of global GDP [1]. - The Hainan FTP is positioned as a key hub for the "Belt and Road" initiative and the new western land-sea corridor, enhancing its attractiveness for international aviation services [6]. Group 2: Company Developments - Haikou Guinness Aviation Engine Maintenance Co., Ltd. is the only domestic company authorized by GE for GEnx-1B engine maintenance, filling a gap in high-end aviation engine repair in China [2]. - As of October 2023, Haikou Guinness has completed maintenance on 26 engines and delivered 17, with a projected annual maintenance capacity of 60 engines and an expected annual output exceeding 3 billion yuan [2]. Group 3: Policy Benefits - The company has saved approximately 100 million yuan in taxes through the zero-tariff policy on self-use equipment imports and streamlined customs processes [4]. - Hainan Airlines has imported aviation materials worth about 350 million yuan since 2020, saving over 50 million yuan in taxes, which has improved operational efficiency and market competitiveness [4]. Group 4: Market Opportunities - The Hainan FTP's policies, such as exemption from guarantee deposits for inbound maintenance and allowing temporary inbound maintenance for domestic sales, have reduced costs and time for clients [6]. - The one-stop aircraft maintenance base has serviced over 2,300 aircraft and 270 complete aircraft paint jobs since its inception in 2022, indicating strong market demand and customer satisfaction [5][6]. Group 5: Future Prospects - With the official launch of the Hainan FTP, the demand for aircraft maintenance services is expected to increase due to more frequent global passenger and cargo flights [8]. - The local aviation maintenance companies plan to expand their client base in Southeast Asia, South Asia, Northeast Asia, Central Asia, and the Middle East, enhancing their service capabilities and completing the aviation maintenance industry chain [8].

Core Viewpoint - The article discusses the successful listing of YouSheng Aluminum Industry Co., Ltd. on the Shanghai Stock Exchange and its position as a leading supplier of lightweight aluminum alloy automotive components, highlighting the growth potential in the electric vehicle sector and the company's strategic initiatives to expand production capacity and market reach [2][9][16]. Group 1: Company Overview - YouSheng Aluminum, established in 1992, transitioned to automotive components in 2010 and has seen rapid growth in the electric vehicle market since 2020 [4]. - The company specializes in lightweight aluminum alloy parts, including threshold beams, battery trays, bumpers, and subframes, with major clients like Tesla and BYD [2][5]. - In 2024, YouSheng's revenue is projected to reach 4 billion yuan, significantly surpassing many domestic listed companies in the automotive parts sector [5]. Group 2: Market Position and Client Relationships - YouSheng's products are integral to popular models such as Tesla's Model Y and Model 3, with a substantial market share in specific components [5][6]. - The company has established partnerships with leading clients, contributing approximately 51% of its revenue from top customers including Tesla and CATL [5][6]. - The successful integration into Tesla's supply chain demonstrates YouSheng's technical capabilities and creates a strong customer certification barrier [6][9]. Group 3: Financial Performance and Growth Potential - The company has faced challenges such as limited financing channels and production capacity constraints, with a significant increase in short-term loans from 77 million yuan in 2020 to 989 million yuan in 2024 [9]. - The recent IPO raised 2.238 billion yuan, which will be used for capacity expansion projects, including a production base in Yunnan with an annual output of 500,000 battery trays [10][16]. - Once fully operational, these projects are expected to generate an additional 4 billion yuan in revenue and over 350 million yuan in net profit annually, effectively doubling the company's revenue base [16]. Group 4: Industry Trends and Competitive Advantages - The shift towards lightweight materials in the automotive industry, particularly the trend of replacing steel with aluminum, positions YouSheng favorably for future growth [13]. - The company has developed advanced aluminum alloy materials that offer significant weight reduction benefits, enhancing vehicle performance [11][13]. - YouSheng is also expanding its international presence, with production bases in Mexico and Bulgaria to meet global demand [16].

Core Viewpoint - The cross-border internet brokerage firms have tightened their account opening policies for mainland residents, now requiring "overseas identity proof" instead of "proof of overseas living or working" [1][10]. Summary by Sections Account Opening Requirements - Mainland clients must now provide overseas resident identity proof to open accounts with firms like Futu and Tiger Brokers [1][3]. - Required documents include a valid mainland identity document (such as ID card or passport) and an identity document from Hong Kong or Macau [3][6]. Recent Changes in Policies - In June, Long Bridge Securities limited account openings to mainland clients who actually work or live abroad [10]. - In August, Interactive Brokers (IBKR) removed its app from mainland app stores and required long-term overseas living or working proof for account applications [12]. Regulatory Background - The tightening of account opening policies is part of ongoing regulatory efforts that began in 2021, aimed at curbing illegal cross-border operations [13][14]. - The China Securities Regulatory Commission (CSRC) has emphasized the need to prevent unlicensed foreign institutions from soliciting mainland investors [14]. Industry Response - Multiple internet brokerages have followed suit in adjusting their account opening requirements, indicating a trend towards stricter compliance with regulatory standards [11][12]. - The adjustments are seen as a necessary response to the evolving regulatory landscape and increased scrutiny on cross-border securities activities [14].

Core Viewpoint - The article discusses the rapid development of the Guangdong-Hong Kong-Macao Greater Bay Area through major engineering projects, emphasizing the importance of wind resistance in bridge design due to the region's susceptibility to super typhoons [2][3]. Group 1: Engineering Projects - The Huangmaohai Cross-Sea Channel, which began construction in June 2020 and is set to open in December 2024, is a key project connecting Zhuhai and Jiangmen, featuring a main span of approximately 700 meters [3][5]. - The Shenzhong Channel, which includes the Shenzhong Bridge, is noted as the world's most complex cross-sea engineering project, integrating bridge, island, tunnel, and underwater connections [6][7]. Group 2: Wind Resistance Technologies - Advanced technologies such as "wind nozzles + vortex plates + central stabilizing plates" and "horizontal wing plates + vortex suppression grids" have been developed to enhance the wind resistance of large-span bridges [6][8]. - The Huangmaohai Cross-Sea Channel has conducted the world's first full-bridge vortex wind tunnel test, demonstrating superior wind resistance performance compared to international comfort standards [6][7]. Group 3: Recent Typhoon Impact - Typhoon "Hua Jia Sha," classified as a super typhoon, impacted Guangdong with wind speeds reaching 52 meters per second, prompting extensive safety measures and inspections across various bridge projects [9][10]. - The Guangdong Transportation Group mobilized over 9,396 personnel for pre-typhoon inspections and implemented temporary closures of major bridges, including the Hong Kong-Zhuhai-Macao Bridge [9][10].