相关企业：海信集团有限公司、青岛博芬智能科技股份有限公司、青岛四方阿尔斯通铁路运输设备有限 公司、青岛鸿裕吉轨道交通装备有限公司、山东极视角科技股份有限公司、青岛萨纳斯智能科技股份有 限公司、华夏天信智能物联股份有限公司、青岛中车四方轨道车辆有限公司、高重信息科技集团有限公 司、山东海洋工程装备有限公司、青岛天时海洋石油装备有限公司、青岛浩大海洋生物科技股份有限公 司 关键词：山东省青岛市、新质生产力、人工智能、新一代信息技术、"10+1"创新型产业体系、"4＋2＋ 4"海洋产业体系 一、新质生产力行业概述 新质生产力（New Quality Productive Forces），是2023年9月习近平总书记在黑龙江考察调研期间首次 提到的新的词汇。习近平总书记指出："概括地说，新质生产力是创新起主导作用，摆脱传统经济增长 方式、生产力发展路径，具有高科技、高效能、高质量特征，符合新发展理念的先进生产力质态。 总的来说，新质生产力是指以科技创新为核心驱动力，以数字化、网络化、智能化、绿色化为特征，以 高端化、智能化、绿色化为方向，以新产业、新业态、新模式为载体的先进生产力。它是推动经济高质 量发展的重要引擎， ...

"未来智能社会的'新三样'，即智能网联汽车、新型智能终端、具身智能机器人，将会是我们重点推进 的AI应用方向。"刘光毅说。 通信和计算是AI服务的两部分，二者都会对AI服务体验产生较大影响。 "6G在2025年迎来了里程碑时刻，今年既是6G全球统一标准制定的起始年，也是6G与AI融合发展的关 键之年。"4月10日，在2025全球6G技术与产业生态大会开幕式上，科技部五司副司长、一级巡视员邱 钢表示，在人工智能（AI）加速创新应用的同时，6G与AI融合成为极具潜力的发展方向，有望催生出 前所未有的新产业、新业态、新模式，为未来社会的数智化发展注入强劲动能。 今年政府工作报告提出，持续推进"人工智能+"。6G也首次写入政府工作报告。6G+AI成为全球6G技术 与产业生态大会的高频词，专家学者、企业代表围绕通信与AI融合问题谈未来、话趋势。 中兴通讯高级系统架构师朱少豪认为："6G可以带来全栈式AI架构的重塑。新架构将助力5G-A向6G无 缝迁移，让无处不在的连接得以真正实现。" 中国工程院院士、北京邮电大学教授张平团队此前基于通信与智能融合的多项关键技术，搭建了国际首 个6G外场试验网。这是国际首个开放的联合研发 ...

| 股东 | 是否为控 股股东或 第一大股 | 本次质 押股份 | 占其所 持股份 | 占公司 总股本 | 是否 为限 | 是否 为补 | 质押 | | | 质押 | | 质权人 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 东及其一 致行动人 | 数量 （万股） | 比例 | 比例 | 售股 | 充质 押 | | 起始日 | | 到期日 | | | 用途 | | 西藏 新产业 | 是 | 97.00 | 0.4593% | 0.1235% | 否 | 是 | 2025 9 | 年 4 月 日 | 2025 | 年 5 30 日 | 月 | 招商证券 股份有限 | 补充 质押 | | | | | | | | | | | | | | 公司 | | | 西藏 新产业 | 是 | 110.00 | 0.5209% | 0.1400% | 否 | 是 | 2025 9 | 年 4 月 日 | 2025 | 年 7 日 28 | 月 | 招商证券 股份有限 | 补充 ...

Group 1 - The core viewpoint of the news is that the CSI Medical Index has shown fluctuations, with a recent increase of 1.73% despite a decline of 11.00% over the past month [1] - The CSI Medical Index reflects the overall performance of listed companies in the medical and healthcare sector, including medical devices, services, and information technology [1] - The index has a base date of December 31, 2004, with a base point of 1000.0 [1] Group 2 - The top ten weighted companies in the CSI Medical Index include WuXi AppTec (9.9%), Mindray Medical (9.27%), and Aier Eye Hospital (8.27%) [1] - The market share of the CSI Medical Index holdings is 57.98% from the Shenzhen Stock Exchange and 42.02% from the Shanghai Stock Exchange [1] - The industry composition of the CSI Medical Index holdings shows that 97.49% is in healthcare, 2.25% in information technology, and 0.26% in consumer goods [1] Group 3 - The index sample is adjusted every six months, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [2]

在内循环方面，根据商务部数据，截止3月25日，全国汽车以旧换新申请量合计超过150万份，电动自行 车以旧换新已经超过220万辆。在以旧换新支持下，3月车市强劲复苏，据乘联会预测，3月狭义乘用车 零售预计约为 185.0万辆，同比+9.1%，环比+33.7%，其中新能源零售预计可达100万辆渗透率回升到 54.1%。新能源头部车企3月销量成绩单亮眼，其中比亚迪销售 37.7万辆，同比+24.8%，环比+16.9%； 零跑销售3.7万辆，同比+154.7%，环比+46.7%，首次登顶新势力交付排行榜；理想销售3.7万辆，同比 +26.7% 环比+39.6%；小鹏销售3.3万辆，同比+267.9%，环比+9.0%；小米销售2.9 万辆，再创新高，头 部自主品牌及配套零部件产业链仍将受益于内需向上继续成长。 双周观点 4月2日，美国总统特朗普在白宫签署两项关于"对等关税"的行政令，宣布美国对贸易伙伴加征更高关 税。我们认为，1）对两轮车、特种车直接出口至美国以及通过东南亚地区产能出口至美国产生一定影 响。零部件、电动两轮车、全地形车、高尔夫球车对美出口金额占比较高。2）整车环节，墨西哥、韩 国、日本受影响较大。对中国 ...

Core Insights - The article highlights the deep-rooted connection between Huzhou, Zhejiang, and tea culture, tracing back to the Han Dynasty, with notable teas like Changxing Zisun, Anji White Tea, and Mogan Yellow Bud gaining popularity [1] Group 1: Tea Production and Innovation - Huzhou's tea industry is experiencing a revival with innovative products such as cold brew and milk tea made from Zisun tea, appealing to younger consumers [1] - The "pre-Qingming tea" from Anji is in high demand due to its superior quality and limited supply, with significant exports to overseas markets, including Europe and the United States [3] - Mogan Yellow Bud tea, traditionally a niche product, is gaining traction through experiential consumption, with new business models like tea tourism and collaborations with overseas students to introduce the tea to international markets [5] Group 2: Cultural Significance and Market Trends - The cultural significance of tea in China is emphasized, with a growing interest from overseas Chinese communities and international tourists in traditional tea experiences [3][5] - The rise of experiential consumption is transforming the tea industry, with businesses adapting to new trends by creating immersive experiences for consumers [5] - Young entrepreneurs are driving innovation in the tea sector, exploring diverse product offerings and marketing strategies to expand the reach of Chinese tea globally [5]

Group 1 - The core viewpoint of the news highlights the advancements in the Tianju Energy's ultra-high modulus digital manufacturing project, which significantly enhances production efficiency and energy utilization [1] - The project has improved production efficiency by over three times compared to traditional production lines and has achieved an energy utilization rate exceeding 90% with a 20% reduction in energy consumption intensity [1] - The initiative represents a transition from traditional building materials to high-end equipment materials, thereby enhancing the company's core competitiveness [1] Group 2 - The collaboration between Yishui County and various universities and research institutions aims to strengthen innovation through talent acquisition and technology development [2] - Yishui County is focused on integrating industry with technology and talent, promoting a collaborative environment for core technology breakthroughs and advanced research results [2] - Future efforts will concentrate on nurturing enterprises, enhancing project construction, and building a modern industrial system centered on new materials and new energy [2]

在雄安新区，类似的平台载体有很多。雄安新区着力打造国家级前沿创新平台、产业孵化创新平台、成 果转化创新平台"三类创新平台"，打造启动区及第五组团联动容东片区、自由贸易试验区、国家高新区 3个科技创新集聚区，已建成科创中心、中试基地、软创街区等10余个创新平台载体，建成智能网联、 智慧能源、机器人创新中心等20余栋主题楼宇。构建"专业产业园+主题楼宇+孵化器+众创空间"发展模 式，形成从原始创新到大规模商用各环节的创新体系，为高端高新产业发展提供创新土壤。 高端高新产业发展离不开技术创新。雄安新区坚持创新链、产业链、人才链、资金链、供应链、价值 链"六链融合"，优先发展新一代信息技术、现代生命科学和生物技术、新材料产业。 金属3D打印机轰鸣作响，叉车有序运送物料，工人忙着调试设备、检查生产线……在北京煜鼎增材制 造研究院股份有限公司的研发生产车间，各项生产井然有序。2024年9月，公司总部暨国家级创新研发 平台"大型金属构件增材制造国家工程实验室"整体迁址至雄安新区。"我们正抓紧推进国家重大专项科 研生产任务，截至目前已有10多个模块产品开始进行后处理工作，各项工作进展顺利。"公司总经理王 富伟说。 雄安新区， ...

Core Viewpoint - The Fengqi Valley Technology Innovation Industrial Park is officially launched as the first urban industrial demonstration project in the Tianfu New Area, focusing on the transformation of scientific and technological achievements and aiming to create a new type of industrial park that integrates ecology and industry [1][2]. Group 1: Project Overview - The Fengqi Valley Technology Innovation Industrial Park covers an area of 240 acres with a total construction area of 650,000 square meters [1]. - The first phase of the project began construction in September 2023, with the second phase 46% completed [1]. - Four companies have signed contracts to move into the first phase, with an additional eight companies expressing intent to sign [1]. Group 2: Strategic Focus - The park targets strategic emerging industries such as low-altitude economy, integrated circuits, new energy, and new materials [2]. - It aims to serve as a testing ground for the transformation of scientific achievements and as a hub for building economy [2]. - The park promotes an integrated innovation ecosystem by concentrating R&D, pilot testing, and industrialization processes within industrial buildings [2]. Group 3: Company Involvement - Chengdu Tianqi Additive Manufacturing Co., Ltd. has completed its relocation to the park and is now operational, focusing on the entire additive manufacturing industry chain [3]. - The company plans to increase R&D investment and launch new 3D printed medical products while enhancing collaboration with universities and hospitals [3]. - The park will leverage strategic scientific resources to support the transformation of scientific achievements into industrial applications [3].

Group 1: Aerospace Industry - The "Spectrum" rocket developed by German Isar Aerospace failed shortly after launch from Norway, highlighting the high-risk nature of aerospace engineering and the gap between capital enthusiasm and technological innovation [1] - Isar Aerospace has raised over €400 million from investors, including Porsche Holding, indicating significant financial backing for its ventures [1] Group 2: Aviation Industry - Eastern Airlines' domestically produced C919 aircraft successfully completed its first commercial operation in Northeast China, landing in Shenyang, marking the 10th city to have C919 service [2] - This event signifies the beginning of commercial operations for domestically produced large aircraft in the Northeast region of China [2] Group 3: Technology and Innovation - The first embodied intelligence innovation industrial park has been established in Haidian, Beijing, with a current occupancy rate of 30%, attracting several prominent companies in the field [3] - The development of embodied intelligence is seen as a new competitive arena in global technology, requiring not only algorithmic breakthroughs but also systemic innovations in hardware and interaction [3]