Core Insights - The event highlighted the structural contradiction in China's talent market, where there is a significant talent gap in AI and cybersecurity, with a projected shortage of over 3.27 million cybersecurity professionals and more than 5 million AI professionals by 2025, leading to a supply-demand ratio of 1:10 [3] - The traditional education system is identified as a key factor contributing to this talent mismatch, with six major constraints including outdated curriculum, traditional teaching methods, insufficient faculty, a singular evaluation system, lack of real-world scenarios, and poor supply-demand alignment [3] - 360 Digital Security Group introduced an AI education comprehensive solution aimed at bridging the gap between education and industry, focusing on three dimensions: educational informatization and intelligence, talent cultivation and industry-education integration, and urban talent training centers [3][4] Educational Informatization and Intelligence - 360 focuses on six typical scenarios: AI teaching assistants, AI learning aids, AI management, AI examination, AI research, and AI services, developing products like intelligence public opinion models and AI knowledge bases to enhance educational quality [4] - The company proposes an innovative "model governance" concept to address new security risks arising from AI applications, ensuring a secure transition from informatization to intelligent education [4] Talent Cultivation and Industry-Education Integration - 360 aims to co-build "AI + Industry Colleges," providing comprehensive services from curriculum development to skills certification, allowing students to gain practical experience in real industry settings [4] - The establishment of urban talent training centers is planned to create unified standards and certification systems for AI and cybersecurity talent, facilitating smoother talent flow between industries and educational institutions [4] ADE Certification System - The newly launched Artificial Intelligence Engineer Certification System (ADE) serves as a critical component of the AI education solution, focusing on aligning with industry needs and enhancing employability [5] - The ADE system offers tiered empowerment for students and professionals, aiming to strengthen foundational technical skills for students and upgrade the software application capabilities of existing professionals [5] - The certification has become a key reference for talent recruitment within 360, establishing it as a preferred qualification for both campus and social recruitment [5] Overall Impact - The initiatives by 360 are positioned as a response to the dual challenges of high unemployment among graduates and recruitment difficulties faced by companies, aiming to create a win-win situation for education quality, precise employment, and rapid industrial development [6]

Core Viewpoint - The AI sector is experiencing a rebound, with significant movements in the stock market, particularly in the AI application and computing power segments, indicating a strong market sentiment despite some short-term corrections [1][8]. Group 1: Market Performance - The ChiNext AI index showed a strong recovery, closing positively despite a notable drop in AI application stocks like BlueFocus and Toray, which fell over 10% [1][8]. - The computing power segment, particularly light modules, saw a late surge, with stocks like Zhongji Xuchuang and Xinyi Sheng rising over 5% and 4% respectively [1][8]. - The popular ETF tracking the ChiNext AI index (159363) experienced a net subscription of 206 million units in a single day, with total trading volume exceeding 1 billion yuan [1][8]. Group 2: Industry Insights - The light module industry is in a high prosperity cycle, driven by the explosive demand for AI computing power, with supply becoming a core issue [3][10]. - Major manufacturers in the light module sector are accelerating production in mainland China and Thailand, with expectations of significant capacity release by Q1 2026 [3][10]. - The ETF manager highlighted that the recent market corrections do not alter the strong performance expectations for the A-share market in the first half of the year, suggesting that light module stocks could be a good focus during this period [11]. Group 3: AI Application Developments - Alibaba's Qianwen App has integrated with various services within its ecosystem, marking a significant advancement in AI shopping capabilities [11]. - The AI industry is witnessing rapid developments, with new financing rounds for overseas AI companies and the introduction of domestic policies promoting "AI + manufacturing" [11]. - The commercialization of AI applications is accelerating, with a notable decrease in costs associated with inference and long-window models, leading to increased validation in commercial scenarios [11]. Group 4: ETF Performance and Strategy - The ChiNext AI ETF (159363) has been included in the Hong Kong Stock Exchange's mutual market access list, which is expected to enhance liquidity and trading activity [12]. - As of January 14, the ETF's total assets reached a record high of over 5.3 billion yuan, with an average daily trading volume of over 700 million yuan in the past six months, ranking first among eight ETFs tracking the ChiNext AI index [12].

Group 1 - The CPO concept experienced a volatile rise, with sectors like photovoltaic and energy storage rebounding towards the end of the trading session [1] - The ChiNext Growth Index increased by 1.0%, while the ChiNext Index rose by 0.6%, and the ChiNext Mid-cap 200 Index fell by 1.0% [1] - According to Wind data, the E Fund ChiNext ETF (159915) surpassed 100 billion yuan in size by the end of last year, ranking first among all ChiNext-related ETFs [1] Group 2 - The E Fund ChiNext ETF achieved a tracking error of only 0.45 percentage points for 2025, with an excess return of 2.24 percentage points, outperforming comparable products [1]

Core Insights - The article highlights the entrepreneurial success of a graduate student from Shanghai University of Sport, who turned teaching adults how to ride bicycles into a profitable business, earning 270,000 yuan over two years and teaching nearly 700 students [1] Group 1: Business Model - The business model focuses on providing a service that addresses a common need, specifically helping adults overcome their anxiety about riding bicycles [1] - The project exemplifies how small, everyday services can uncover significant entrepreneurial opportunities [1] Group 2: Financial Performance - The entrepreneur generated a total income of 270,000 yuan within a span of two years [1] - The service has attracted nearly 700 students, indicating a strong demand for this type of offering [1]

Core Viewpoint - Shenzhen has launched the "Action Plan for Building an Artificial Intelligence OPC Entrepreneurial Ecosystem (2026-2027)" to foster a vibrant AI entrepreneurial environment and position itself as a leading city in AI innovation [2] Group 1: Action Plan Objectives - By the end of 2027, Shenzhen aims to establish over 10 OPC communities, each with a minimum area of 10,000 square meters, and to nurture over 1,000 high-growth AI startups, attracting more than 10,000 AI innovation talents [2] - The overall goal is to create a distinctive and influential OPC entrepreneurial ecosystem, making Shenzhen the preferred destination for AI innovation and entrepreneurship in China [2] Group 2: Current Industry Landscape - Shenzhen's AI industry ranks among the top in the country, with over 2,600 AI companies covering the entire industry chain from chips to applications, supported by leading firms like Huawei and Tencent [3] - The AI sector has experienced double-digit growth for two consecutive years, with significant product innovations such as the Thunderbird AI glasses and the Yingstone panoramic camera [3] Group 3: Talent and Policy Support - The plan emphasizes talent service guarantees by attracting young professionals, providing workspaces, and ensuring housing security to alleviate concerns for entrepreneurs [4] - A multi-tiered housing supply system is being developed to offer worry-free living conditions for talents, alongside a diverse talent evaluation system that prioritizes skills over formal education [4] Group 4: Financial and Ecological Support - The plan includes measures to reduce startup costs for OPCs through enhanced financial support, policy supply, and the opening of application scenarios [4] - A comprehensive service system will be established to provide full-cycle financing, technical support, and public service platforms to ensure the growth of OPCs [5] - The government will leverage various investment funds to support early-stage and hard-tech startups, promoting deep integration of technological and industrial innovation [5]

人民财讯1月15日电，深圳市工业和信息化局印发《深圳市打造人工智能OPC创业生态引领地行动计划 (2026—2027年)》，其中提出，大力支持人工智能OPC(One Person Company，一人公司)创新创业，坚 持投资于物和投资于人紧密结合，系统整合人才乐业安居政策、产业扶持政策以及生态服务资源，打 造"要素聚合、服务精准、生态繁荣、活力迸发"的高质量OPC社区，为企业提供"落地有保障、发展有 政策、成长有生态"的创业环境，营造活跃的人工智能创新创业氛围。到2027年底，建成超10家面积均 不少于1万平方米、集聚效应明显、全国领先的OPC社区，培育超千家高成长性人工智能创业企业，集 聚超万名人工智能创新创业人才，形成特色鲜明、辐射力强的OPC创业生态，打造全国人工智能创新创 业首选地、创业生态引领地。 ...

作者：创业板人工智能ETF华宝（159363）基金经理 曹旭辰 1月15日，AI题材内部形成对冲，AI应用冲高回落，近期回调的AI光模块却逆市大幅走强，光模块三巨 头中，中际旭创、新易盛双双涨逾4%。热门ETF方面，双线布局"算力+AI应用"的创业板人工智能ETF 华宝（159363）场内一度跌逾3%，最终收跌1.42%。资金反向继续进场抢筹，1月15日盘中实时净申购 创业板人工智能ETF华宝（159363）超2亿份，此前短短3日已累计加码9.7亿元，该ETF最新基金规模已 突破50亿元大关至53.38亿元。（数据来源：沪深证券交易所、Wind；时间截至2026.1.14） 创业板人工智能ETF华宝（159363）基金经理曹旭辰分析，短线回调并不改变2026年上半年A股市场走 强预期。相反，在行情回调期，经营业绩高靓的AI光模块板块，或将成为资金阶段性追捧的好去处。 国盛证券分析，算力产业链高景气周期背景下，光模块头部厂商在中国和泰国加速扩产，预计光模块行 业2026年一季度将迎来产能集中释放，驱动业绩进入新一轮爬坡期。该机构表示，继续看好算力板块， 坚定推荐算力产业链相关企业，如光模块行业龙头。* 无论是以 ...

北京商报讯（记者 马换换 李佳雪）1月15日，证监会官网显示，同意深圳市尚水智能股份有限公司（以 下简称"尚水智能"）首次公开发行股票的注册申请，批复自同意注册之日起12个月内有效。 本次冲击上市，尚水智能拟募集资金约5.87亿元，扣除发行费用后，将分别投资于高精智能装备华南总 部制造基地建设项目、研发中心建设项目、补充流动资金。 据悉，尚水智能主营业务围绕微纳粉体处理、粉液精密计量、粉液混合分散、功能薄膜制备等核心工艺 环节展开，产品可广泛用于新能源电池、新材料、化工、食品、医药、半导体等行业。公司IPO于2025 年6月19日获得受理，2025年7月3日进入问询阶段，并于2025年12月16日上会获得通过，当年12月18日 提交注册。 ...

Group 1 - The China Securities Regulatory Commission has approved Shenzhen Shangshui Intelligent Co., Ltd.'s application for an initial public offering, with plans to raise 587.39 million yuan [1][2] - Shangshui Intelligent aims to list on the Shenzhen Stock Exchange's ChiNext board, with Guolian Minsheng Securities as its sponsor [1][2] Group 2 - The company focuses on the manufacturing of new energy battery electrode sheets and new material preparation, providing intelligent equipment for research, design, production, and sales [4] - Shangshui Intelligent's self-developed efficient pulping system has achieved a 60% market share in the domestic market for pulping systems, ranking first, while its lithium battery pulping system holds a 12.77% market share, ranking third [4] - The company has established partnerships with major players in the new energy battery and vehicle sectors, including BYD, CATL, and Samsung SDI, among others [4][5] Group 3 - In the new material preparation sector, the company has developed a comprehensive system for mixing, dispersing, grinding, coating, drying, and film preparation, with products applied in various fields such as battery materials and semiconductor packaging [5] - Shangshui Intelligent has created a new material preparation platform that is both versatile and scalable, serving multiple industries and applications [5]

Core Insights - The article discusses the relationship between rural tourism and local communities in the context of China's rural revitalization strategy, emphasizing the role of micro-enterprises like family-run guesthouses and agritourism [1][4] - It highlights the need for understanding the mechanisms of growth and sustainability for these micro-enterprises, focusing on the embeddedness of kinship networks in rural entrepreneurship [2][3] Group 1: Kinship Networks in Rural Tourism - The book emphasizes the importance of kinship networks in the context of Chinese rural family enterprises, contrasting it with Western definitions of family businesses [2] - Kinship networks are identified as foundational structures for the generation and development of rural tourism micro-enterprises, characterized by strong relationships among family and relatives [2][3] Group 2: Entrepreneurial Intent and Performance - Research indicates that the size, intimacy, and recognition of kinship networks significantly influence farmers' willingness to start rural tourism micro-enterprises, with intimacy having the most pronounced effect [3] - The study also explores the differential impacts of kinship and commercial networks on the performance of established rural tourism micro-enterprises, noting that kinship networks provide psychological resources while commercial networks offer material support [3] Group 3: Growth Mechanisms - The analysis reveals that kinship networks positively influence quantitative growth (e.g., revenue growth) of micro-enterprises by providing high-quality information and emotional support [3] - However, excessive reliance on kinship resources can lead to constraints during the upgrading process of enterprises, indicating a need for balance between kinship and commercial networks [3] Group 4: Policy Implications - The findings suggest that local governments should consider traditional culture and ecological factors in supporting rural economic development, rather than solely focusing on financial incentives [5] - Recommendations include establishing mentoring systems based on kinship groups and creating modern commercial cooperation networks to enhance resource access for rural tourism micro-enterprises [5]