一、国家与地方协同发力，具身智能驶入"高速区" 2025年即将收官，"具身智能"以高票入选年度十大流行语榜单第二名。回望这一年，从春晚人形机器人惊艳的秧歌表演，到"具身智能"首 次被写入《政府工作报告》，再到年末各家新一代机器人集中亮相并进入现实场景，"具身智能"正不断突破我们的想象，创造越来越多的可 能。接下来，就让我们从政策、技术、资本、应用等层面一起来看看，2025年的具身智能究竟走到哪一步了？又将去往哪里？ 国家层面 3月，2025年《政府工作报告》中首次提及"具身智能""智能机器人"。 4月，人形机器人技术要求系列国家标准正式获批立项，涉及环境感知、决策规划、运动控制、作业操作等多项技术要求。 11月末，国家发展改革委政策研究室副主任、委新闻发言人李超表示，将建立健全具身智能行业准入和退出机制。李超还指出， 我国具身 智能产业正以超50%的增速跨越式发展，2030年将达到千亿元市场规模。 地方层面 以北、上、广、深为代表，多地出台支持具身智能发展的相关政策。例如北京，计划到2027年底突破百余项关键技术、培育产业链上下游 核心企业不少于50家、培育千亿级产业集群等。上海目前仅张江机器人谷，就已集聚智 ...

Core Insights - Ant Group has upgraded its AI health application AQ to "Ant Afu," focusing on a "health+" strategy and positioning itself as an AI health companion to help users manage their health [1][5] - The health business has become a strategic pillar for Ant Group, with the market for China's health industry expected to exceed 20 trillion RMB by 2025 [1][5] - Ant Afu has seen significant user growth, with over 15 million monthly active users, making it the leading AI health management app in China [3][5] User Demand and Market Trends - The perception of health services as a "low-frequency" need has been challenged by the rapid user growth of Ant Afu, indicating a rising demand for health management [5][6] - Public data shows that health literacy among Chinese residents has improved to 31.87%, with 38.5% maintaining regular exercise habits [5] - The aging population and increasing life expectancy in China have shifted health demands from merely avoiding illness to seeking a high-quality life experience [5] Features and Services - The new version of Ant Afu includes a health companionship feature aimed at helping users develop healthy habits and address common health questions [5][6] - Ant Afu answers over 5 million health inquiries daily, with 55% of users coming from lower-tier cities, showcasing its inclusive nature [6] - The app connects users with 300,000 real doctors for online consultations, enhancing its service offerings [6] AI Development and Strategy - The health sector is seen as a prime area for vertical AI development due to its complexity and the need for specialized knowledge [7][9] - Ant Group has invested heavily in building a robust medical knowledge base, accumulating around 1 terabyte of high-quality medical data [9] - The company has established a health AI laboratory and a large team for medical data annotation, differentiating Ant Afu from general AI applications [9] Strategic Positioning - Ant Group's entry into the AI health sector is based on over a decade of experience in the medical and health fields, creating a solid service network [10][11] - The company has launched various health services, including the first national digital health assistant, responding to the demand for professional AI applications [10] - Ant Group's AI strategy is characterized by a dual approach of general and vertical AI, with Ant Afu leading the industry with an 83.4% compound monthly growth rate [11]

12月15日，"同仁堂健康会员"微信公众号发布声明称， 近日，有媒体报道一款标注"安徽哈博药业有限公司生产、北京同仁堂（四川）健 康药业有限公司（以下简称'四川健康药业'）经销"的"99%高纯南极磷虾油"产品，相关成分涉嫌虚假标注。针对上述情况，公司立即责令 四川健康药业停止经销该产品，并对涉事产品开展全流程核查与追溯。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 上述声明称，这款产品未经授权擅自突出使用"北京同仁堂"字样，涉嫌违法，同仁堂已启动司法程序，对涉事企业进行起诉，以求维护广大 消费者和企业的合法权益。 同仁堂表示，公司将进一步加强管理，与广大消费者和相关各方一道，坚决抵制任何影响消费者健康、企业品牌形象与各方合法权益的行 为。同时，也郑重提醒广大消费者：请务必通过正规渠道购买"北京同仁堂"产品，并认准"同仁堂"双龙图案商标，避免权益受损。 ...

Group 1 - The company is expected to benefit significantly from the expansion of advanced semiconductor processes in China, with orders projected to maintain over 50% growth in 2026 and entering a new market category worth billions [1] - A strategic partnership with Muxi is established, indicating the company's potential transformation into a financial AI computing platform, which could enhance its role as a hardware facilitator for the "digital RMB going abroad" initiative, thereby strengthening long-term growth prospects [1]

沐曦股份今日公告， 公司股票将于2025年12月17日在上海证券交易所科创板上市。 根据《上海证券交易所科创板上市公司自律监管指引第5号——科创成长层》，上市时未盈利的科创板公司，自上市之日起纳入科创成长层。 截至本 公告披露日，沐曦股份尚未盈利，自上市之日起将纳入科创成长层。 普通投资者参与科创成长层股票或者存托凭证交易的，应当符合科创板投资者适当性管理的要求，并按照上海证券交易所有关规定，在首次参与交 易前以纸面或者电子形式签署《科创成长层风险揭示书》，由证券公司充分告知相关风险。 沐曦股份 提醒投资者应充分了解股票市场风险及本公司披露的风险因素，在新股上市初期切忌盲目跟风"炒新"，应当审慎决策、理性投资。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

据央视新闻，12月15日，外交部发言人郭嘉昆主持例行记者会。有记者就近期菲律宾多批船只执意赴仙宾礁海域滋事挑衅相关内容提问。 郭嘉昆表示，仙宾礁是中国南沙群岛的一部分，中国对包括仙宾礁在内的南沙群岛及其附近海域拥有无可争议的主权。 12月12日，菲律宾 有组织、有预谋地纠集大量船只，在仙宾礁附近海域挑衅滋事，并冲闯仙宾礁潟湖。 其间，菲方所谓"渔船"不顾中方一再劝阻和警告，顽固 在仙宾礁潟湖滞留，还多次采取恶意转向等危险举动。 菲方人员甚至持刀威胁中方现场维权执法的海警，菲方行径严重侵犯中方主权和权 益，严重违反国际法和南海各方行为宣言，严重破坏海上和平稳定。 中方采取必要处置措施，维护自身领土主权和海洋权益，合理合法、专业克制，无可非议。菲方应该立即停止侵权挑衅和煽宣炒作，停止无 休止地上演自编自导的海上闹剧，不要挑战中方维护自身主权和权益的坚定决心。 针对美国国务院表示，"美方将与菲律宾站在一起，共同应对中国日益危险的挑衅行为"，郭嘉昆指出，美国不是南海问题的当事方，无权介 入当事方之间的涉海问题，美方应该停止发表颠倒黑白、挑动对抗的言论，停止纵容支持菲律宾在南海挑衅生事。 ...

Core Viewpoint - The Ministry of Industry and Information Technology has officially announced the first batch of L3 conditional autonomous driving vehicle permits in China, marking a significant step from testing to commercial application for L3 autonomous driving [1] Summary by Categories Autonomous Driving Levels - The article outlines the differences between L0 to L5 levels of autonomous driving, detailing the driving methods, control subjects, and responsibility subjects for each level [2] - L0: Emergency assistance, human-driven, driver responsible - L1: Partial driving assistance, driver can take feet off pedals, driver responsible - L2: Combined driving assistance, driver can take hands off the wheel, driver responsible - L3: Conditional autonomous driving, driver can take eyes off the road, system responsible, with the driver as the primary responsible party in China; internationally, the vehicle manufacturer is responsible during system activation but may shift responsibility back to the driver when needed - L4: High-level autonomous driving, driver can take brain off driving, system responsible, with different responsibility structures in China and internationally - L5: Fully autonomous driving, no human intervention required, system responsible [2]

中央经济工作会议总定调之后，关于资本市场最新改革的动向也已清晰。在证监会最新召开的党委（扩大）会议上，证监会主席吴清透露了 证监会贯彻落实中央经济工作会议精神的具体举措。 大家最关心的就是资本市场改革的总基调。本次会议提到，要坚持稳中求进、提质增效，紧扣防风险、强监管、促高质量发展主线，持续深 化资本市场投融资综合改革，更好助力稳就业、稳企业、稳市场、稳预期，为经济高质量发展和"十五五"良好开局积极贡献力量。 财联社梳理发现， 市场最关心的核心举措共有12条，不乏增量信息。启动实施深化创业板改革，加快科创板"1+6"改革举措落地就引发了 高度讨论。 具体来看： 1.积极配合编制国家"十五五"规划纲要，科学制定资本市场"十五五"规划体系，系统谋划未来五年资本市场发展主要目标、任务和重 要举措。 8.强化政策解读和预期引导，及时回应市场关注关切，压实行业机构、上市公司的声誉管理责任，持续讲好"股市叙事"。 2.启动实施深化创业板改革，加快科创板"1+6"改革举措落地。 3.积极培育高质量上市公司群体，开展新一轮公司治理专项行动，引导优质公司持续加大分红回购力度。此外，推动出台上市公司监管 条例。 4.坚持扶优限劣 ...

据央视新闻， 今年12月3日， 中国第一款可回收火箭 朱雀三号迎来首飞， 这是中国商业航天历史的重要时刻。 点火升空之后，火箭一二级 分离，二级继续完成入轨任务，一级则开启返程之路。 最终，在一子级回收失利后，二级火箭的入轨完成了1400秒的长滑行，为火箭后续运力的提升打下了基础。如何看待这次回收实验？ 朱雀 三号是在什么背景下诞生的？ 总台记者 近日专访 朱雀三号总指挥戴政 。 谈火箭入轨回收失利， "最后一脚刹车没有踩好" 12月3日中午，朱雀三号首飞的时刻到来。"大运力、低成本、可重复使用"，这意味着朱雀三号的首飞，将重新定义中国人观看火箭发射的 预期。 △甘肃省民勤县，朱雀三号回收场坪。 点火升空之后，一百三十余秒，火箭二级分离，二级继续完成入轨任务，一级则开启返程之路。媒体第一时间的报道中 ，朱雀三号首飞的 结果被概括为入轨成功、回收失利。 朱雀三号总指挥戴政表示，虽然回收没有成功"略有遗憾"，但 这一次发射是我国第一次进行入轨级运载火箭一子级的回收实验， "并不认 为第一次首飞就必须要回收成功，更多带有一定的试验性质和探索的角度。" 不完整的返回画面中可以看到，朱雀三号距离成功并不遥远。 戴政介绍 ...

Group 1 - McDonald's has increased the prices of most menu items by 0.5 to 1 yuan, including various burgers, snacks, and meal sets, effective from December 15, 2025 [1][3] - The company stated its commitment to providing high-quality meals and value options for consumers, while currently running a promotional event called "Ten Yuan Eat Burger" [1][3] - Specific price increases include a 1 yuan rise for classic burgers like the Big Mac and Double Fillet-O-Fish, while some snacks and desserts have also seen a 0.5 yuan increase [1][3] Group 2 - The "1+1 Flexible Combo," humorously referred to as the "poor man's meal," remains priced at 13.9 yuan, but certain combinations may incur an additional 1 yuan cost due to ingredient price increases [3] - For example, if a customer chooses the Double Cheeseburger in the combo, the total price would rise to 14.9 yuan [3]