Group 1: Artificial Intelligence - The Anhui Provincial Government has issued a policy document to promote the development of general artificial intelligence, outlining nine specific measures to lead the province into the AI era [1] - DeepSeek-V3.1 has been officially released, utilizing UE8M0 FP8 Scale parameter precision, designed for the upcoming generation of domestic chips [1] Group 2: Biopharmaceutical Industry - The State Council has approved the "China (Jiangsu) Free Trade Zone Biopharmaceutical Industry Chain Open Innovation Development Plan," aiming to create a world-class biopharmaceutical industry hub [2] Group 3: Pork Market - The National Development and Reform Commission will conduct central frozen pork reserve storage to stabilize the pork market due to increased supply and slight price declines [3] Group 4: Electricity Consumption - China's total electricity consumption surpassed 1 trillion kilowatt-hours in July, marking a historic first globally, with a year-on-year growth of 8.6% [4] Group 5: Stock Market and Foreign Investment - Foreign investment enthusiasm for China is rising, with Nomura reporting significant capital inflows into the A-share and H-share markets, and South Korean retail investors heavily investing in Hong Kong stocks [7] - Goldman Sachs noted that China has become the market with the highest net capital inflows globally, indicating strong resilience and attractiveness [7] Group 6: Trade and Economic Outlook - The Ministry of Commerce expressed confidence in continuing to promote stable and quality growth in foreign trade despite global uncertainties [8] Group 7: Titanium Dioxide Market - Over 20 titanium dioxide producers have announced price increases, with Dragon White Group raising prices by 500 RMB per ton domestically and 70 USD per ton internationally, indicating a potential market recovery [15] Group 8: Automotive and Artificial Intelligence Initiatives - Shenyang is launching a fall automotive consumption subsidy program for 2025, and Henan is advancing the "Artificial Intelligence +" initiative to enhance the AI industry [20]

（原标题：DeepSeek-V3.1发布：更高思考效率、更强智能体能力） 21世纪经济报道记者 陈归辞 在DeepSeek-V3推出5个月后，DeepSeek-V3低调发布升级版模型DeepSeek-V3.1。 8月21日下午，DeepSeek 正式发布 DeepSeek-V3.1（简称"V3.1"），称其为"迈向 Agent 时代的第一 步"。8月19日晚间，DeepSeek 小助手于官方群内宣布线上模型版本已升级至V3.1，引发广泛关注，目 前 V3.1 在HuggingFace趋势榜排名已冲上第二。 据DeepSeek方面介绍，V3.1的升级主要包含三大变化：混合思考模式、更高的思考效率和更强的Agent （智能体）能力。 编程任务方面，DeepSeek测试结果显示，在代码修复测评 SWE 与命令行终端环境下的复杂任务 （Terminal-Bench）测试中，DeepSeek-V3.1 相比之前的 DeepSeek 系列模型有明显提高。 从业内实测反馈来看，V3.1在AiderPolyglot多语言编程测试中，拿下了71.6%的高分，超越了Claude 4 Opus和DeepSeek R1等模型。并且， ...

新京报贝壳财经讯(记者罗亦丹)8月21日，DeepSeek在官方公号发文称，正式发布DeepSeek-V3.1。本次 升级包含以下主要变化：一个模型同时支持思考模式与非思考模式的混合推理架构；相比DeepSeek-R1- 0528，DeepSeek-V3.1-Think能在更短时间内给出答案；通过Post-Training优化，新模型在工具使用与智 能体任务中的表现有较大提升，因此拥有更强的Agent能力。 目前，官方App与网页端模型已同步升级为DeepSeek-V3.1。用户可以通过"深度思考"按钮，实现思考模 式与非思考模式的自由切换。DeepSeek在官方发文称，DeepSeek-V3.1的发布是"迈向Agent时代的第一 步"。 ...

OpenAI首次单月营收突破10亿美元…… ③智元灵犀X2将于8月底开始陆续供应； ④智元A计划正式发布，未来三年投入40亿元孵化50个早期项目； ①DeepSeek-V3.1正式发布； ②百度上线蒸汽机2.0视频生成大模型，实现多人有声视频一体化； ⑤科大讯飞机器人超脑平台应用分中心落地绵阳； ⑥OpenAI 7月份首次单月营收突破10亿美元； ⑦马斯克：Grok 5将于下个月开始训练。 ...

大公司： 新华百货：上半年净利润8600.81万元，同比下降2.52% 36氪获悉，新华百货公告，公司上半年实现营业收入32.54亿元，同比下降0.99%；归母净利润8600.81 万元，同比下降2.52%；基本每股收益0.38元。公司向全体股东按每10股派发现金红利1元（含税）。截 至报告期末，公司各业态累计运营343家实体门店。 沃尔玛将2026财年调整后每股收益将提高至2.52美元至2.62美元 腾讯游戏旗下全链路AI创作解决方案VISVISE亮相德国科隆游戏展 36氪获悉，腾讯游戏旗下全链路AI创作解决方案——VISVISE亮相德国科隆游戏展（Gamescom 2025）。据介绍，该方案覆盖动画制作、3D模型生成、智能NPC和数字资产管理4大管线，全链路贯穿 游戏创作中的模型生成、贴图制作、骨骼绑定、动画制作、场景构建及渲染六大环节，通过AI赋能美 术生产全流程。 B站：二季度总营收同比增长20%，调整后净利润5.6亿元 36氪获悉，B站发布2025年第二季度财报。财报显示，B站二季度营收73.4亿元，同比增长20%，其中广 告业务收入24.5亿元，同比增长20%；游戏业务收入16.1亿元，同比增长6 ...

Group 1 - The core viewpoint of the news highlights the active trading of the domestic AI industry chain-focused ETF (589520), which saw a peak increase of 2.55% before closing down 0.64% with a trading volume of 56.3961 million yuan, indicating strong buying interest [1] - The ETF's components include notable stocks such as Jingchen Co., which rose over 5%, and Huida Technology, which reached a historical high, suggesting a positive market sentiment towards these companies [1] - The release of DeepSeek-V3.1 marks a significant technological advancement in the domestic AI sector, transitioning from a "follower" to a "competitor" in the global market, with applications expected to scale in finance, healthcare, and industry [2][3] Group 2 - The increasing penetration of AI capabilities into consumer electronics, particularly smartphones, is projected to reach 34% by 2025, driven by advancements in chip performance and model simplification [3] - The domestic AI ETF (589520) is positioned as a key player in the domestic AI industry, with a strong focus on semiconductor stocks, which account for nearly half of its top ten holdings, indicating a robust growth potential [5] - The ongoing trend of integrating AI into various applications, including software and hardware, is expected to accelerate, benefiting companies involved in the AI chip and software sectors [5]

大公司： 新华百货：上半年净利润8600.81万元，同比下降2.52% 36氪获悉，新华百货公告，公司上半年实现营业收入32.54亿元，同比下降0.99%；归母净利润8600.81 万元，同比下降2.52%；基本每股收益0.38元。公司向全体股东按每10股派发现金红利1元（含税）。截 至报告期末，公司各业态累计运营343家实体门店。 沃尔玛将2026财年调整后每股收益将提高至2.52美元至2.62美元 沃尔玛预计，第三季度净销售额预计将增长3.75%至4.75%，营业收入预计将增长3.0%至6.0%。公司将 2026财年的净销售额增长预期提高至3.75%至4.75%，调整后每股收益将提高至2.52美元至2.62美元。 调 整后的营业利润指引保持不变，介于3.5%至5.5%之间。（智通财经） 叶国富：将把MINISO LAND门店开到海外 36氪获悉，在8月21日的投资者交流会上，名创优品创始人、董事会主席兼首席执行官叶国富表示， MINISO LAND意外成功，带给我们意外的惊喜。同时他认为，MINISO LAND门店能吸引大量潮玩艺 术家与名创优品合作，未来也会把MINISO LAND开到海外。他还表示，" ...

DeepSeek-V3.1官宣了，作为首款「混合推理」模型，将开启智能体新时代。新模型共有671B参数，编码实力碾压DeepSeek-R1、Claude 4 Opus，登顶编 程开源第一。 官宣了！ 刚刚，DeepSeek正式上线DeepSeek-V3.1，这是迈向智能体时代第一步。 新版V3.1采用了「混合推理」，一个模型，两种模型：思考与非思考（自主切换）。 相较于DeepSeek-R1-0528 ，DeepSeek-V3.1-Think推理速度更快。 最关键的是，V3.1具备了强大的智能体能力，不论是工具使用，还是多步骤任务，全部拿捏。 在软件工程基准测试中，DeepSeek-V3.1全方位碾压V3-0324和R1-0528。 | Benchmarks | DeepSeek-V3.1 | DeepSeek- V3-0324 | DeepSeek- R1-0528 | | --- | --- | --- | --- | | SWE-bench | 66.0 | 45.4 | 44.6 | | Verified | | | | | SWE-bench Multilingual | 54.5 | 29.3 | ...

这一变化标志着特斯拉在中国市场正加速其智能化服务的本地化进程，通过与本土领先的AI技术公司 合作，来提升其产品的竞争力。不过，尽管使用条款已经公布了技术合作方，但对于用户何时能真正体 验到这些增强的AI互动功能，官方暂未公布具体的上线时间。 凤凰网科技讯 8月21日，特斯拉正在为其车辆的语音助手功能引入更强的AI能力。根据特斯拉中国官网 最新更新的《特斯拉车机语音助手使用条款》，官方首次明确其语音助手将接入外部大模型技术，合作 伙伴包括字节跳动旗下的火山引擎和人工智能公司DeepSeek。 条款内容显示，特斯拉的语音助手将得到 火山引擎提供的Doubao大模型（云雀大模型）和DeepSeek Chat 的技术支持。这意味着，在具备AI互动能力的特斯拉车辆上，车主不仅能通过语音命令控制车辆 功能，未来还将能与语音助手 进行轻松聊天，以获取资讯、查询天气等，实现更自然的智能座舱交互 体验。车主可通过物理按键或"嘿，Tesla"等唤醒词激活该功能。 ...

Core Insights - DeepSeek officially announced the release of DeepSeek-V3.1 on August 21, with updates across its web platform, app, mini-program, and API [1] - The new model utilizes UE8M0 FP8 Scale parameter precision, designed for the upcoming generation of domestic chips [1] Summary by Categories Product Features - The upgrade includes a hybrid inference architecture that supports both thinking and non-thinking modes within a single model [1] - Enhanced thinking efficiency allows DeepSeek-V3.1-Think to provide answers in a shorter time compared to DeepSeek-R1-0528 [1] - Improved agent capabilities through post-training optimization, resulting in better performance in tool usage and agent tasks [1] User Experience - The official app and web model have been updated to DeepSeek-V3.1, allowing users to switch freely between thinking and non-thinking modes via a "Deep Thinking" button [1]