Core Viewpoint - The 22nd China-ASEAN Expo highlights the significant role of artificial intelligence (AI) in enhancing communication and collaboration among ASEAN countries, showcasing various AI applications and products [1][4][19]. Group 1: AI Applications and Innovations - The expo featured real-time translation and AI-generated meeting summaries, demonstrating the integration of AI in facilitating communication [1][4]. - iFlytek launched the Spark ASEAN multilingual model, specifically designed for the ten ASEAN countries, enhancing language understanding and translation capabilities [8][10]. - iFlytek's AI translation devices and applications were widely used, providing seamless communication for attendees from different countries [4][14]. Group 2: Collaborative Efforts and Partnerships - iFlytek signed cooperation agreements with various ASEAN educational and technological institutions, aiming to build a sustainable AI ecosystem in the region [19][25]. - The event emphasized the importance of cross-border collaboration, with leaders from ASEAN countries expressing strong interest in AI technology to enhance local services and education [22][25]. - iFlytek's partnership with Huawei and other local institutions aims to foster AI innovation and application in the ASEAN region [19][25]. Group 3: Educational Initiatives - iFlytek introduced a Chinese smart teaching system tailored for ASEAN, promoting effective Chinese language education and cross-cultural exchange [16][23]. - The system has shown significant improvements in student engagement and participation in language learning, shifting from teacher-centered to student-centered approaches [23]. Group 4: Future Directions - iFlytek plans to deepen its collaboration with Guangxi and ASEAN countries, focusing on AI-driven projects in education, healthcare, and cross-border e-commerce [25]. - The company aims to transform the "Guangxi experience" into an "ASEAN solution," enhancing the AI ecosystem in the region [25].

Group 1 - DeepSeek-R1 inference model research paper published in the prestigious journal Nature, marking a significant achievement for the DeepSeek team led by Liang Wenfeng [1] - As of September 18, 2025, the CSI Artificial Intelligence Industry Index rose by 3.26%, with notable stock performances including Lingyun Guang up by 16.91% and Heertai reaching a daily limit up [1] - The Artificial Intelligence ETF (515980) saw a half-day increase of 3.37%, with a total scale reaching 6.925 billion yuan and a net inflow of 110 million yuan [1] Group 2 - The World Trade Organization (WTO) projects that AI could increase global trade in goods and services by nearly 40% by 2040, with trade costs reduction and productivity improvements driving significant growth [2] - Goldman Sachs highlights a resurgence in investment narratives for AI infrastructure in China, with daily token consumption for enterprise-level AI models reaching 10.2 trillion in the first half of 2025, a 363% increase from the second half of 2024 [2] - Guosen Securities notes that global AI computing power demand is on the rise, with domestic markets accelerating the localization of computing power due to foreign restrictions [2] Group 3 - The Huafu Artificial Intelligence ETF (515980) focuses on high AI purity stocks while covering various segments of the AI field, aiming to help investors capitalize on the current technology bull market driven by AI [4] - The ETF includes a selection of stocks with notable performance, such as Zhongji Xuchuang up by 1.69% and Keda Xunfei up by 2.54%, indicating strong market interest in AI-related companies [4]

Group 1 - The core viewpoint of the articles highlights the positive impact of the Federal Reserve's interest rate cuts on global capital risk appetite, leading to significant gains in the A-share technology sector, particularly in electronics, robotics, and smart vehicles [1] - The AI ETF (515070) saw a substantial increase of over 1.5% during trading, with a trading volume exceeding 150 million yuan, and has experienced two consecutive days of capital inflow totaling over 60 million yuan [1] - The global market for smart automotive components is projected to exceed 100 billion USD this year, with China expected to account for at least 50 billion USD, and by the end of the 14th Five-Year Plan, the market could reach over 200 billion USD globally, with China nearing or achieving 100 billion USD [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies that provide technology, foundational resources, and applications in the AI sector, often referred to as the "brain" of robots and the "ground" of the Internet of Things [2] - The top ten weighted stocks in the AI ETF include leading domestic technology firms such as Zhongji Xuchuang, Xinyi Sheng, Hanwha U, Zhongke Shuguang, Keda Xunfei, Haowei Group, Hikvision, Lanke Technology, Kingsoft, and Unisplendour [2]

科大讯飞所属申万行业为：计算机-软件开发-横向通用软件。所属概念板块包括：AI模型、无人零售、 京东概念、生物识别、车联网（车路云）等。 截至6月30日，科大讯飞股东户数34.42万，较上期减少11.02%；人均流通股6359股，较上期增加 12.38%。2025年1月-6月，科大讯飞实现营业收入109.11亿元，同比增长17.01%；归母净利润-2.39亿 元，同比增长40.37%。 分红方面，科大讯飞A股上市后累计派现26.21亿元。近三年，累计派现6.89亿元。 机构持仓方面，截止2025年6月30日，科大讯飞十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股6266.28万股，相比上期减少134.27万股。华泰柏瑞沪深300ETF（510300）位居第五大流 通股东，持股4065.02万股，相比上期增加1032.71万股。易方达沪深300ETF（510310）位居第七大流通 股东，持股2935.78万股，相比上期增加812.73万股。华夏中证机器人ETF（562500）位居第八大流通股 东，持股2920.84万股，相比上期增加810.68万股。华夏沪深300ETF（510330）位居第九大 ...

Market Review - The market experienced an upward trend on September 17, with the robotics sector remaining strong, as the Robotics ETF (562500) rose by 1.58%, marking its third consecutive day of gains [1] - The total trading volume reached 2.635 billion, with significant capital inflow into the robotics sector, as the Robotics ETF attracted 501 million in a single day and a total of 1.729 billion over the past five trading days [1] - The Robotics ETF's total scale reached a new high of 20.75 billion, making it the only ETF in the market to exceed 20 billion [1] Hot News - Huawei's annual flagship event, the Huawei Connect 2025, will be held from September 18 to 20, 2025, in Shanghai, focusing on "Elevating Industry Intelligence" [2] - On September 17, Hello announced that its Robotaxi business received strategic investment from Alibaba Group [3] - On September 17, iFlytek launched a multi-language AI model base and series of AI products for the ASEAN region, signing agreements with partners from Laos, Malaysia, Thailand, and other ASEAN countries [3] Institutional Views - Minsheng Securities highlighted that the Huawei Connect 2025 will feature over 300 keynote speeches and forums, along with a 22,000 square meter smart exhibition area, indicating a strong focus on domestic AI infrastructure [4] - The report suggests that domestic AI infrastructure is expected to advance from both software and hardware perspectives, benefiting leading companies in Huawei's supply chain, particularly in the Hongmeng and Ascend ecosystems [4]

Core Viewpoint - The 22nd China-ASEAN Expo (CAEXPO) showcased a significant leap in AI integration, featuring a dedicated AI pavilion and numerous cutting-edge AI products from both China and ASEAN countries [1][3]. Group 1: AI Integration in the Expo - The expo featured a 10,000 square meter AI pavilion with approximately 1,200 AI products on display, including AI satellites, humanoid robots, and smart medical systems [1]. - AI was utilized throughout the entire preparation process of the expo, marking a transformation from traditional methods to AI-driven operations [3][4]. - Real-time translation in seven languages was provided during the opening ceremony, enhancing communication among attendees [3][4]. Group 2: Technological Innovations - The AI navigation system, "AI Dongbo," provided accurate guidance and product introductions, showcasing the advanced capabilities of AI in enhancing user experience [3]. - The AI translation machine developed by iFlytek supports 280 languages and has been upgraded to cater specifically to ASEAN languages, demonstrating the adaptability of AI technology [4]. - Various AI products, such as intelligent robots and AI coffee machines, highlighted the practical applications of AI across different industries [5][8]. Group 3: Regional Collaboration and Economic Development - The expo served as a platform for showcasing AI products from ASEAN countries, fostering collaboration and innovation between China and ASEAN [8]. - AI is seen as a new bond for cooperation between China and ASEAN, with a focus on smart manufacturing, digital trade, and intelligent services [8]. - The expo's emphasis on high-tech exhibits, with over 50% being AI-related, reflects the growing importance of AI in regional economic development [5][8].

Group 1 - The 22nd China-ASEAN Expo and China-ASEAN Business and Investment Summit opened in Nanning, Guangxi, featuring new exhibition areas for artificial intelligence (AI), new productivity, and blue economy, with an increase in high-tech exhibits [1] - The AI pavilion showcased numerous leading companies' latest achievements, emphasizing interactivity and user experience, attracting significant attention from both domestic and international visitors [2] - ASEAN countries, including Brunei, Malaysia, Thailand, and Indonesia, displayed their AI technological achievements, with Indonesia's Information and Communication Association highlighting their collaboration with Chinese tech firms like ZTE and Huawei in AI [3] Group 2 - Visitors expressed interest in AI applications across various sectors, with specific attention on a companionship robot and coffee robot, indicating a growing demand for AI solutions in countries with labor shortages [2] - The ASEAN Secretary-General emphasized the pervasive impact of AI across industries and the importance of collaboration between China and ASEAN to enhance economic cooperation through AI applications [3]

Core Points - The 22nd China-ASEAN Expo (CAEXPO) has significantly increased its integration of artificial intelligence (AI), showcasing over 1,200 cutting-edge AI products from both domestic and ASEAN countries [1][4] - AI has transformed the event's organization and experience, with AI-driven navigation, real-time translation, and product recognition enhancing attendee engagement [2][3] - The expo serves as a platform for both Chinese and ASEAN countries to showcase their AI advancements, with over 50% of exhibits being AI or AI-enabled [4][6] Group 1: AI Integration in the Expo - The expo featured a dedicated AI pavilion covering 10,000 square meters, highlighting various AI technologies such as AI satellites and humanoid robots [1] - AI was involved in the entire preparation process of the expo, marking a significant shift from traditional methods to AI-driven organization [2] - Real-time translation in seven languages was provided during the opening ceremony, showcasing the efficiency and accuracy of AI technology [2][3] Group 2: International Collaboration and Product Showcase - The expo included a variety of AI products from ASEAN countries, such as AI coffee machines and smart healthcare systems, emphasizing the collaborative spirit of the event [6] - Approximately 30% of ASEAN exhibitors presented their products for the first time, indicating a growing interest in AI technology [6] - The event is seen as a new bridge for cooperation between China and ASEAN in AI, with a focus on smart manufacturing, digital trade, and intelligent services [6]

中国机器人的风正在吹向东盟。 能打太极、跳街舞、敲架子鼓，也能做巡防安检……中国制造的机器人正在不断刷新我们对智能生活未 来的想象，也正在成为中国出海的新的拳头产品。 为此，21世纪经济报道记者在现场亲身试验了一把机器人的载重效果和作业能力：坐着工业级机器 狗"巡馆"。这台最大承重120公斤的机器狗步伐稳健、脚步灵活、进退自如，引得众多参展人士在展台 前驻足，俨然已是展会开幕第一天最"吸睛"的明星之一。 参展或许是这些机器人们"走出去"的第一步。可以预见的是，未来这些机器人可能会越来越多地出现在 东盟国家的生产生活场景中。 人工智能馆也成为了本次展会最受瞩目的展区。当前沿技术、产品和典型场景被放到同一个"货架"上， 采购商们买单的就不仅是某个技术或某款产品，而很可能是整个生态。馆内聚集了宇树科技、智元机器 人等新晋"顶流"产品，以及包括华为、阿里云、奇安信和科大讯飞（002230）等近200家人工智能头部 企业和初创团队的AI大模型。 许多AI和机器人企业都拿出了自家的"绝活"，秀出"十八般武艺"吸引国际买家。其中既有公众已然十分 熟悉的煮咖啡、打太极、秀拳击、敲架子鼓等经典花活，更有一系列工业"干将"。例如 ...

Core Viewpoint - The 22nd China-ASEAN Expo showcases significant advancements in AI technology, particularly in multilingual translation services provided by iFlytek, enhancing international communication and collaboration [1][3]. Group 1: Event Overview - The expo, themed "Digital Intelligence Empowering Development, Innovation Leading the Future," features participation from 3,200 enterprises across 60 countries, with Myanmar and Sri Lanka as the theme country and invited partner [1]. - The event aims to foster new consensus and stimulate economic growth in the region, contributing to a peaceful and prosperous community between China and ASEAN [1]. Group 2: iFlytek's Contributions - iFlytek serves as the AI partner for the expo, providing real-time translation in seven languages, marking a significant breakthrough in multilingual processing capabilities [1][3]. - The iFlytek simultaneous interpretation system has been utilized in over 420,000 meetings globally, serving more than 400 million attendees, establishing itself as a new infrastructure for cross-language communication [3]. Group 3: Technology and Innovation - The translation service relies on two core engines: a mature Chinese-English translation model and a specialized model for ASEAN languages, optimized for grammar, cultural context, and professional terminology [4]. - iFlytek introduced innovative subtitle presentation styles tailored for the expo, moving away from traditional formats to enhance audience engagement [5]. Group 4: Digital Human Technology - The expo featured two digital human hosts, a first for the event, designed by iFlytek's team to represent Chinese and ASEAN cultures, showcasing a blend of modern and traditional aesthetics [5][7]. - iFlytek's digital human technology allows for the creation of digital avatars from a single photo, enabling interactive communication in multiple languages and dialects [7]. Group 5: Future Developments - iFlytek plans to launch several products during the expo, including a multilingual model base for ASEAN, a translation SaaS platform, and an upgraded translation device tailored for ASEAN languages [8].