飞速发展的人工智能（AI）技术正给我国带来一场前所未有的变革，新技术引擎加快行业创新的同时，原有的产业价值链也迎来迅速重构。当下 产业链、创新链与资本链的深度融合，已成为支撑产业升级、培育新质生产力的核心路径。恰逢2025年这一中国经济发展承前启后的重要时刻， 在政策的大力指引下，未来AI等前沿技术将如何持续赋能中国经济的高质量发展，又将在产业端创造出怎样的价值神话？ | 2025 | 覧 | 财经资本年 | | | | | --- | --- | --- | --- | --- | --- | | 들릴 | 指 | 新 | 旨 | 元川 | 品T | | 認 因時原因 酷 | 超 SMG 第四级 | 賀雲 | 10 | | | | PLUGANDPLAY CHINA | 费用 Q 爱企查 | 生态 合作伙伴 | RobotToday () FRINEWHENN (2) + HOBERS | 建跃中国 | | | 12/18 12:30-17:40 | | | 2 上海浦东陆家嘴 · 国际会议中心 | | --- | --- | --- | --- | | 12:30-13:30 Q AI产品及机器人互动展示 ...

新华社上海12月8日电（记者周蕊）12月8日，随着一辆星光金Model Y L驶下产线，特斯拉上海超级工 厂迎来第400万辆整车下线的全新里程碑。现在，30多秒下线一辆车的上海超级工厂贡献了特斯拉全球 近一半的电动车交付量。 目前，特斯拉上海超级工厂的产业链本土化率已经达到95%，在苏州、宁波、南通等长三角地区带动形 成了新能源汽车产业生态的"4小时朋友圈"。工厂拥有超过400家中国一级供应商，其中超过60家已经进 入特斯拉全球供应链体系。 这是2025年3月21日在上海拍摄的装有特斯拉上海储能超级工厂首批商用储能电池的集装箱。新华社发 作为特斯拉全球出口中心的"C位"，从上海超级工厂下线的汽车，不仅满足中国大陆消费者的需求，还 畅销欧洲和亚太市场。今年10月，特斯拉上海超级工厂单月出口超3.5万辆，创两年来的单月最高出口 纪录。 现在，特斯拉在上海的布局已超越整车制造。2025年2月，特斯拉上海储能超级工厂正式投产，这是特 斯拉在美国本土以外的首个储能超级工厂项目。仅仅一个多月后，这一工厂生产的首批商用储能电池正 式启动出口，再次延续了高效率。 特斯拉上海储能超级工厂（2024年12月15日摄）。新华社发 ...

Core Viewpoint - The company is actively developing an "AI + healthcare" strategy, focusing on smart healthcare and elderly care, while integrating online and offline medical services [1] Group 1: Company Strategy - The company is building a comprehensive internet healthcare service system that includes online appointment scheduling, payment, intelligent guidance, report inquiries, online consultations, intelligent companionship, and imaging diagnostics [1] - The company is increasing the promotion of surgical robots to enhance the digital transformation of managed healthcare in China [1] Group 2: Financial Performance - For the period from January to September 2025, the company reported a revenue of 2.256 billion yuan, representing a year-on-year decline of 23.40% (adjusted) [1] - The company experienced a net loss of 38 million yuan, with the loss expanding by 167.83% year-on-year (adjusted) [1]

Core Viewpoint - The successful launch of the Zhuque-3 rocket marks a significant advancement in China's commercial space sector, particularly in the development of large liquid oxygen-methane rockets, despite the failure of the first stage recovery due to abnormal combustion [1][6]. Group 1: Launch and Technical Details - Zhuque-3 rocket was launched on December 3, successfully placing its second stage into the designated orbit, demonstrating important capabilities in large liquid oxygen-methane rocket development [1]. - The rocket has a total length of 66.1 meters, a diameter of 4.5 meters, and a launch mass of approximately 570 tons, with a thrust exceeding 750 tons [2][5]. - The rocket's first stage is designed for vertical return and recovery, equipped with a reaction control system, grid fins, and landing legs [2]. Group 2: Market Reaction and Investment Opportunities - Following the launch, the A-share commercial space sector saw a surge, with stocks like Shanghai Hanxun and Zhaobiao Co. hitting the daily limit, indicating strong market enthusiasm for commercial space ventures [1][2]. - The establishment of the Commercial Space Administration by the National Space Administration and the release of the "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)" are expected to further stimulate the sector [2][8]. Group 3: Future Prospects and Comparisons - The Zhuque-3 rocket is positioned to potentially surpass SpaceX's Falcon 9 within five years, as noted by Elon Musk, highlighting its competitive edge in reusable rocket technology [5][6]. - Other domestic reusable rockets under development include the "Long March 12A" and "Hyperbola 3," indicating a growing competition in the reusable rocket market in China [8].

12月3日，蓝箭航天自主研制的朱雀三号运载火箭成功将二级送入预定轨道，标志着中国商业航天在大型液氧甲烷火箭研发上取得重要进展。尽管 一级回收验证因异常燃烧失败，但研制团队获取了关键飞行数据，正在排查原因。 据新华社报道，朱雀三号遥一运载火箭于当日在东风商业航天创新试验区发射升空，按程序完成了飞行任务，火箭二级成功进入预定轨道。这是 中国商业航天公司在大型液氧甲烷运载火箭研制与发射能力上的重要验证。但火箭一级在回收过程中发生异常燃烧，未能在回收场坪软着陆，具 体原因正在分析排查中。 尽管回收失败，资本市场依然对商业航天赛道报以热情。在此次发射前后，A股商业航天概念板块逆势拉升，上海瀚讯、招标股份双双涨停，中 环海陆涨超10%，顺灏股份此前涨停，上海沪工、陕西华达、航天发展、航天智装跟涨。 市场对商业航天板块的追捧背后，是政策、技术和产业化的三重催化。国家航天局近期设立商业航天司，并发布《推进商业航天高质量安全发展 行动计划（2025—2027年）》，提出将商业航天纳入国家航天发展总体布局，加快形成航天新质生产力，实现航天发展效能整体提升，有力支撑 航天强国建设。回收试验遇挫但技术价值显著 朱雀三号是蓝箭航天自主 ...

格隆汇12月3日丨新里程(002219.SZ)在互动平台表示，公司不存在被立案调查的风险。公司严格按照相 关法律法规要求规范运作，持续提升公司治理水平，依法履行信息披露义务。 ...

格隆汇12月3日丨新里程(002219.SZ)在互动平台表示，公司暂无发展儿童纸尿裤和成人失禁护理用品的 计划。医疗服务及医药工业是公司目前的核心业务，公司将持续深化"医疗+医药"双轮驱动战略，进一 步完善业务布局，增强健康科技内涵。 ...

格隆汇12月3日丨新里程(002219.SZ)在互动平台表示，公司不存在被立案调查的风险。公司严格按照相 关法律法规要求规范运作，持续提升公司治理水平，依法履行信息披露义务。 ...

格隆汇12月3日丨新里程(002219.SZ)在投资者互动平台表示，公司暂无发展儿童纸尿裤和成人失禁护理 用品的计划。 ...

Core Insights - The event marked the launch of the "Fresh Custom Processing Base" and "Own Brand Certification Base" by China Resources Vanguard and Tianxi Agriculture, aimed at enhancing the integration of modern agriculture and sales [1][5] Group 1: Strategic Collaboration - The partnership between Tianxi Agriculture and China Resources Vanguard signifies a new phase in supply chain development and brand enhancement, focusing on product customization and brand collaboration [5][7] - The dual certification will allow both companies to optimize their supply chain and reach more consumers through high-end retail networks [5][7] Group 2: Government Support and Industry Development - The local government emphasizes the importance of the persimmon industry for rural revitalization, supporting leading enterprises like Tianxi Agriculture to expand and improve quality [3][11] - The collaboration aligns with national strategies and aims to respond to market demands, contributing to high-quality agricultural development [11] Group 3: Industry Achievements - Since its establishment in 2018, Tianxi Agriculture has transformed from a small-scale operation to a significant player in the industry, with a projected industry value reaching 10 billion [7] - The company has successfully built a brand valued at 153 million and has penetrated 70% of the high-end market in China, also exporting globally [7]