沪深京三市半日成交额1.52万亿元，较上日缩量1468亿元。全市场2000超只个股上涨。 国标落地倒计时，预制菜概念爆发 9月15日，罗永浩与西贝餐饮的"预制菜纷争"余波未平，但资本市场已做出反应。同花顺数据显示，预制菜指数涨1.63%，得利斯开盘涨停，国 联水产涨超7%，多股涨超3%。 记者丨 李益文 黎雨桐 编辑丨叶映橙 曾静娇 9月15日，A股三大指数震荡上涨。 截至上午收盘，上证指数早盘上涨8.69点，涨幅为0.22%，报收3879.29点；深证成指上涨137.73点，涨幅为1.07%，报收13061.86点。 创业板 指上涨64.26点，涨幅为2.13%，报收3084.68点，盘中一度突破3100点。 | 上证指数 深证成指 | 北证50 | | --- | --- | | 3879.29 13061.86 | 1619.71 | | +8.69 +0.22% +137.72 +1.07% +18.83 +1.18% | | | 科创50 创业板指 | 万得全A | | 1349.26 3084.68 | 6250.06 | | +11.24 +0.84% +64.25 +2.13% +29.73 ...

综合来看，《报告》显示，上海、北京、深圳为第一梯队，每个城市的总积分超过2400；杭州、广州、苏州、成都、 南京、武汉、长沙为第二梯队，每个城市的总积分介于2000到2400之间；青岛、重庆、无锡、天津、合肥、宁波、郑 州、济南、西安、厦门、福州、常州、昆明、沈阳、东莞、佛山、南通17个城市为第三梯队，每个城市的总积分介于 1500到2000之间。积分越高，表示该城市在各维度的综合能力越强。 | | | | | 经济 | 科技 | 消费 | 数智 | 开放 | 区域 | 城市 | 绿色 | 市场 | 文化 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 排序 | 城市 | | | | | | | | | | | | | 总积分 | | | | | 实力 | | 创新 | 活力 | 赋能 | 发展 | 联动 | 韧性 | 低碳 | 环境 | 生活 | | | 1 | E | 海 | 271 | | 284 | 206 | 275 | 279 | 298 | 209 ...

Core Viewpoint - The article discusses the initiative by the China Automobile Industry Association to standardize payment terms between automakers and suppliers, aiming to support high-quality practices and ensure timely payments to suppliers [1][4]. Group 1: Payment Terms Initiative - The initiative proposes that the payment period for automakers should not exceed 60 calendar days from the date of delivery and acceptance of goods by the automaker [1][4]. - For continuous supply from non-small and medium-sized enterprises, parties can agree to consolidate accounts within a certain timeframe, with the payment period starting from the date of reconciliation [1][4]. - If the price of supplied goods is not agreed upon, the automaker should make an initial payment based on a certain percentage of the last contract price, with a minimum of 80% of the supply contract price or 50% of the development price [1][4]. Group 2: Long-term Cooperation - The initiative encourages both parties to establish long-term stable cooperative relationships, with each contract having a minimum validity period of one year [1][4]. - The initiative aims to promote a healthy development ecosystem in the automotive industry, emphasizing mutual support and shared growth between automakers and suppliers [4][5]. Group 3: Industry Context and Challenges - The industrial transformation towards electric vehicles is accelerating, with new energy vehicles becoming mainstream, while traditional fuel vehicles have a longer development history [4]. - The supply chain for new energy vehicles is still maturing, and suppliers face instability, which can hinder technological innovation and the overall development of the industry [4]. - Delayed payments from automakers can increase operational pressure on suppliers, negatively impacting their ability to invest in innovation and development [4].

Core Viewpoint - Pinduoduo has launched a significant discount campaign for the iPhone 17 series, offering the lowest prices available online, which may impact Apple's pricing strategy and market share in China [1][4]. Pricing and Discounts - The iPhone 17 is priced as low as 5099 yuan, the iPhone 17 Pro at 7999 yuan, and the iPhone 17 Pro Max at 8999 yuan on Pinduoduo, making it the most competitive launch price [1]. - A user reported a final price of 4999 yuan for the iPhone 17 256GB after applying additional coupons [3]. - In comparison, Apple's official pricing for the iPhone 17 256GB is 5999 yuan, with higher prices for other models [4]. Market Dynamics - The pre-sale for the iPhone 17 series faced significant demand, with over 343,000 reservations for the standard model and 227,000 for the Pro Max on JD.com [7]. - Apple's high-end market share remains strong at 62%, but it has seen a slight decline due to faster growth from competitors like Huawei and Xiaomi [10]. Competitive Landscape - Huawei regained the top position in the Chinese market with 1.22 million units shipped, while Apple shipped approximately 1.01 million units, resulting in a market share of 15% [10]. - The competition in the Chinese market is intensifying, with major brands like Vivo, OPPO, and Xiaomi closely following [10]. Future Outlook - Apple is expected to introduce a foldable iPhone next year, with projected shipments of 8 to 10 million units in 2026 and potential growth to 25 million units by 2027 [9]. - Despite a slight expected decline in iPhone sales in the fourth quarter, Apple is expanding its sales channels in China, including entering Douyin's marketplace [11].

Core Viewpoint - The article discusses the achievements and future plans of China's fiscal policy during the "14th Five-Year Plan" period, highlighting significant increases in budget revenues and expenditures, as well as various measures to enhance economic growth and manage debt risks [1][2][5]. Fiscal Performance - During the "14th Five-Year Plan," the national general public budget revenue is expected to reach 106 trillion yuan, an increase of 17 trillion yuan compared to the "13th Five-Year Plan," representing a growth of approximately 19% [1]. - The national general public budget expenditure is projected to exceed 136 trillion yuan, an increase of 26 trillion yuan, or 24% compared to the previous plan [1]. - Key allocations include 20.5 trillion yuan for education, 19.6 trillion yuan for social security and employment, 10.6 trillion yuan for health, and 4 trillion yuan for housing security, totaling nearly 100 trillion yuan in fiscal investment for people's livelihoods [1]. Fiscal Policy and Economic Growth - The fiscal policy has maintained a proactive orientation, focusing on expanding domestic demand, benefiting people's livelihoods, and supporting technological innovation [5][7]. - The deficit ratio has increased from 2.7% to 3.8%, with a further rise to 4% in 2023, and a projected deficit scale of 5.66 trillion yuan for 2025 [5]. - A total of 11.86 trillion yuan in government bonds has been issued, marking a historical high, including special bonds to support state-owned banks [5]. Debt Management - A comprehensive debt reduction initiative was launched, amounting to 12 trillion yuan, which includes increasing local government debt limits and replacing hidden debts [10]. - By mid-2025, over 60% of financing platforms have exited, indicating significant progress in reducing hidden debts [10]. - The total government debt is projected to be 92.6 trillion yuan by the end of 2024, with a debt-to-GDP ratio of 68.7%, which is considered manageable compared to G20 and G7 averages [11]. Future Outlook - The government aims to establish a robust debt management mechanism aligned with high-quality development, ensuring sustainable debt practices and enhancing transparency [12]. - Continued efforts will be made to implement debt reduction measures and improve the management of both hidden and legal debts [12].

Core Viewpoint - The ongoing dispute between Luo Yonghao and Xibei regarding "pre-made dishes" is reaching a critical point, with Xibei's CEO acknowledging missteps in handling the situation and expressing a desire for transparency and improvement [2][6]. Group 1: Company Response and Changes - Xibei's CEO, Jia Guolong, admitted to errors in their response to the controversy and emphasized the need for a transparent approach, learning from competitors like Pang Donglai [2]. - Xibei held an all-staff meeting to boost morale and announced a 500 yuan subsidy for frontline employees, indicating a focus on employee welfare amidst external pressures [7]. - The company is considering further salary increases for frontline staff, aiming to enhance operational quality and customer service [8]. Group 2: Financial Impact and Market Conditions - The controversy has led to a significant drop in customer traffic, with reported daily revenue losses of 1 million yuan on September 10 and 11, and an estimated loss of 200 to 300 million yuan on September 12 [10]. - The overall restaurant market in major cities is struggling, with Beijing and Shanghai reporting declines in dining revenue of 3.6% and 2.9% respectively for the first seven months of the year [10]. - Xibei's revenue for 2023 is projected at 6.2 billion yuan, with an average profit margin of 5% for the first half of the year, indicating a need for accelerated changes to reverse the downward trend [11].

Core Viewpoint - The article discusses the emergence of AR smart glasses and AI technology retail stores in China, highlighting the shift from concept to practical consumer experiences, and the potential for these technologies to drive economic growth and enhance consumer engagement [2][5][12]. Group 1: AR Smart Glasses and Retail Experience - Rokid has opened its first offline flagship store in Hangzhou, showcasing its AR glasses, including the newly launched Rokid Glasses, which are aimed at providing consumers with hands-on experiences of the technology [1][5]. - The demand for AR glasses is growing, with Rokid reporting 40,000 units sold within five days of launching the Rokid Glasses, indicating strong market interest [5]. - The global sales of AI smart glasses reached 870,000 units in Q2 this year, representing a 222% year-on-year increase, with expectations to exceed 5.5 million units by the end of the year [5]. Group 2: Consumer Engagement and Market Trends - The integration of AI products into core business districts is seen as a natural outcome of consumer upgrades and technological innovation, transitioning from curiosity to actual experience needs [2][8]. - The establishment of experience stores for AI and robotics is attracting consumer attention, creating a flow of traffic that benefits surrounding businesses [9][11]. - The article emphasizes the importance of creating relevant application scenarios in retail spaces to enhance consumer engagement and avoid merely showcasing technology [11]. Group 3: Industry Development and Strategic Considerations - The expansion of technology retail brands is still in its early stages, with limited growth in store area and a lack of significant strategies to attract AI technology brands [11][12]. - Cities are encouraged to align their technology retail strategies with local consumer characteristics, focusing on high-end AI products in first-tier cities and practical applications in lower-tier cities [11]. - The collaboration between local governments and tech companies, such as the partnership between Wuxi and a brain-machine interface company, illustrates the strategic importance of establishing R&D and production bases to support local industry development [12].

Core Viewpoint - The article discusses the entry of TuoSiDa into the humanoid robot market with the launch of the TuoXingJi series, which aims to fill a gap in the industrial sector by providing intelligent robots capable of autonomous reasoning and decision-making in complex tasks [1][2]. Group 1: Company Overview - TuoSiDa, a pioneer in the industrial robot sector, has transitioned from injection molding machinery to robotics, becoming the first listed company in Guangdong's robot industry [1]. - The company has experienced a significant revenue decline of nearly 40% in the first half of the year, prompting a strategic shift to divest from its smart energy and environmental management systems business [2][15]. - TuoSiDa has established the "TuoSiDa Humanoid Robot Ecological Innovation Alliance" to integrate resources across various sectors and accelerate the application of humanoid robots in diverse scenarios [2]. Group 2: Product Development - The TuoXingJi series includes wheeled humanoid robots and dual-arm robots, designed for warehouse and factory environments, capable of performing complex tasks autonomously [1][12]. - The first wheeled humanoid robot, "Xiao Tuo," has been validated in injection molding workshops, demonstrating capabilities such as real-time quality inspection and automated operations [1][12]. - TuoSiDa's humanoid robots are built on a self-developed control system, which integrates AI models and hardware, providing over 400 user-programmable interfaces and achieving industry-leading real-time performance [9][10]. Group 3: Market Potential - The humanoid robot market in China is projected to reach 38 billion yuan by 2030, indicating significant growth potential for TuoSiDa's new product line [6]. - The company aims to expand the application of its wheeled humanoid robots into assembly and inspection scenarios, targeting the automation equipment market valued in the hundreds of billions [2]. Group 4: Strategic Vision - TuoSiDa's founder, Wu Fengli, emphasizes the importance of integrating craftsmanship with real-world applications to create a sustainable business model for humanoid robots [4]. - The company is focused on enhancing its core technologies in industrial robots, CNC machine tools, and injection molding machines, aiming to improve operational quality and build a competitive industrial chain [15][16]. - TuoSiDa plans to leverage its advancements in humanoid robotics to eventually extend applications into service industries, healthcare, education, and public safety [17].

记者丨 吴斌 编辑丨包芳鸣 江佩佩 张嘉钰 9月14日晚间，比特币、以太币等加密货币集体跳水下跌。截至22:19，狗狗币下跌5.24%，瑞波币下跌3.34%，以太币下跌1.41%，比特币下跌 0.36%。 | 爆仓热力图 | 1小时 | 4小时 12小时 | 24小时 | | | | 市种 | | 交易所 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 大人人 | | | 比特币 $259.20万 | | 瑞波币 $114.32万 | | 溶胶 $103.28万 | | | ADA | | | | | | 泵 | | ENA | AAVI | AVN 公司 | WIF | SH 8 | | $886.97万 | | | 狗狗币 | BTR的 | | 家米 WLD | LIN LDC | AVA 的 | 士 脚 | 발 | | | | | $186.14万 | | 1000佩佩 | | 皮 HE | FIL | 等 | 穆登 | | | | | | | | 的 | 的 斯 | | | | | 其他 | | | | ...

Core Viewpoint - The article highlights the emergence of consumer-oriented robot experience stores in China, particularly in Guangdong province, indicating a significant shift in the robot industry towards direct consumer engagement and market expansion [2][8]. Group 1: Market Dynamics - Guangdong province leads the nation with approximately 178,000 robot-related enterprises, reflecting a robust industrial base [2]. - The province's population is around 127.8 million, with a real-time population of 150 million, providing a substantial consumer market for robot products [6]. - The robot industry is entering a new phase focused on consumer markets, with significant potential for growth in the To C (business-to-consumer) segment [2][8]. Group 2: Store Operations and Consumer Engagement - The first robot 6S store by Shenzhen Future Times has attracted nearly 70 robot brands and over 30,000 visitors from 27 countries within a month of opening [1][5]. - The store offers hands-on experiences with various robot products, including service robots and educational robots, enhancing consumer interaction [4][5]. - The experience store model is being replicated in other cities like Beijing and Shanghai, indicating a growing trend in the retail landscape for robots [8]. Group 3: Sales and Economic Impact - In 2024, Guangdong's robot-related product exports are projected to reach 45.74 billion yuan, a 19.6% increase, with the smart robot industry generating 99.2 billion yuan in revenue [6]. - The industrial robot production in Guangdong exceeded 240,000 units, marking a 31.2% year-on-year growth, maintaining a 44% share of the national market [6]. - The E-TOWN Robot Consumption Festival in Beijing reported sales exceeding 330 million yuan, showcasing the growing consumer interest in robot products [9]. Group 4: Challenges and Future Outlook - The consumer-grade robot market is still developing, facing challenges such as technology adaptation, market acceptance, and product differentiation [9][10]. - Future innovations are expected in emotional support robots and functional support devices, which may lead to breakthroughs in consumer applications [8][9]. - Recommendations for industry growth include enhancing core technology, promoting AI integration, and increasing support for research and market promotion [10].