Industry Investment Rating - The report highlights the rapid progress of the global autonomous driving industry, with leading companies like Waymo, Baidu, and Pony.ai accelerating the industrialization of autonomous driving [14] Core Viewpoints - Autonomous driving is accelerating the transformation of the automotive and transportation industries, becoming a key driver of new industrialization and the development of new productive forces [34] - Policy and regulatory frameworks are crucial for the industrialization of autonomous driving, with major countries and regions continuously updating and improving their regulatory frameworks to support the industry's development [35] - The integration of AI, advanced computing, and communication technologies with autonomous driving is driving significant advancements in vehicle computing power and cloud training capabilities [35] Policy and Regulatory Developments China - China is accelerating the construction of a "systematic linkage" policy and regulatory framework for autonomous driving, with pilot policies supporting the mass production of L3 and above autonomous vehicles [22] - The revision of the Road Traffic Safety Law and the issuance of guidelines for autonomous vehicle transportation safety services are providing clearer legal and regulatory support for autonomous driving [26] - Local governments like Wuhan and Beijing are leading in autonomous driving applications, with Wuhan opening over 3,378 km of test roads and Beijing launching autonomous vehicle services to the airport [28][47] United States - The US federal government is enhancing its regulatory framework for autonomous driving, with the NHTSA submitting progress reports and proposing new safety standards [78] - California remains a leader in autonomous driving policy innovation, with Waymo and Cruise leading in commercial deployment and testing [82] Europe - The EU is focusing on building a unified regulatory framework for autonomous driving, with new regulations on cybersecurity and software updates coming into effect in 2024 [85] - Germany has revised its Road Traffic Law to allow L4 autonomous vehicles to operate on public roads, promoting the commercialization of autonomous driving [87] Japan and South Korea - Japan has revised its Road Traffic Law to allow L4 autonomous buses and delivery vehicles to operate in sparsely populated areas [69] - South Korea is advancing its autonomous driving roadmap, aiming to achieve commercial robot delivery by 2026 and revising its Automobile Management Act to include cybersecurity and software update requirements [118] Industry Applications Autonomous Taxi (Robotaxi) - Robotaxi services are expanding rapidly, with Waymo achieving over 1 million miles of autonomous driving without human intervention and Baidu's Apollo Go completing over 7 million rides in China [98][100] Autonomous Delivery Vehicles - Autonomous delivery vehicles are gaining traction, with Nuro's fleet exceeding 1 million miles in California and Texas, and JD Logistics deploying over 600 autonomous delivery vehicles during the "Double 11" shopping festival [104][153] Autonomous Trucks - Autonomous trucks are making significant progress in mining and port operations, with companies like DeepWay and Pony.ai conducting large-scale testing and commercial applications [110][134] Challenges and Recommendations - The report identifies challenges such as the lack of public understanding of autonomous driving technology and the need for faster regulatory adjustments to keep up with industry advancements [143][145] - Recommendations include increasing public education, accelerating policy and regulatory innovation, and promoting the development of new infrastructure to support autonomous driving [168][169]

Industry Investment Rating - The report does not explicitly provide an overall investment rating for the information and communication industry [1] Core Views - The report highlights the increasing importance of sustainability and ESG (Environmental, Social, and Governance) disclosures in the information and communication industry, driven by both domestic and international regulatory pressures [8][18] - International standards and guidelines dominate the reference frameworks used in the industry, with over 80% of reports in the internet sector and over 80% in the communication sector relying on international certification bodies [5] - The industry is increasingly focusing on specific themes such as green operations, data security, and anti-corruption, with significant improvements in disclosure rates for these areas [21][9] Key Themes and Summaries Sustainability and ESG Disclosures - The industry has seen a significant increase in the adoption of international standards, with 84.62% of internet sector reports and over 80% of communication sector reports using international certification bodies in 2023 [5] - The United Nations Sustainable Development Goals (SDGs) and the UN Global Compact (UNGC) have been consistently ranked among the top 10 reference frameworks for the past four years [8] - The industry is moving towards more comprehensive and transparent ESG disclosures, with a focus on green operations, which saw a disclosure rate increase from 57.14% in 2021 to 97.22% in 2023 in the internet sector [21] Anti-Corruption and Business Ethics - Anti-corruption and business ethics have become critical areas of focus, with nearly 80% of industry companies disclosing related content as separate chapters in their reports [9] - The internet sector has a higher disclosure rate for behavior regulation mechanisms (84.93%) compared to the communication sector (61.90%) [42] - Companies are increasingly implementing digital platforms for anti-corruption monitoring, with some developing systems for case management and risk early warning [45] Supply Chain Management - Supply chain management is a key area of focus, with 97.01% of internet companies and 93.75% of communication companies disclosing related content in separate chapters [170] - The industry is adopting more stringent measures for supplier management, including sustainable procurement and supplier ESG performance evaluations [148][158] - Green supply chain practices are gaining traction, with 36.11% of internet companies and 52.46% of communication companies disclosing related initiatives [188] Minor Protection - Minor protection is a growing area of concern, with internet companies showing higher disclosure rates (20.46%) compared to communication companies (4.66%) [104] - Companies are implementing measures such as anti-addiction systems, privacy protection, and content management to comply with regulations and protect minors [96][113] - Disclosure rates for minor protection-related themes, such as "mission and vision" and "management responsibilities," remain low, indicating a need for greater focus and investment [90] Digital Transformation and Innovation - The industry is leveraging digital tools, including AI and big data, to enhance sustainability disclosures and improve operational efficiency [182] - Companies are using AI for content moderation, risk identification, and anti-corruption monitoring, with some achieving significant improvements in accuracy and efficiency [154][130] - The adoption of digital platforms for ESG data management is helping companies reduce compliance costs and improve the quality of their disclosures [182]

Investment Rating - The report does not explicitly provide an investment rating for the artificial intelligence industry. Core Insights - The artificial intelligence wave is transforming production and lifestyle at an unprecedented speed, with major countries prioritizing AI technology innovation as a national strategy [16][31] - The report highlights the rapid evolution of large models, the acceleration of AI engineering, and the importance of safety governance in AI applications [7][8][16] - The global AI industry is projected to reach $623.3 billion in 2024, with a year-on-year growth of 21.5% [31][36] Summary by Sections Overall Situation - AI technology is evolving towards a new paradigm, with breakthroughs in large models and multi-modal models [17][19] - AI engineering is entering a new stage, focusing on application development and deployment [21][23] - Global AI safety governance is advancing, with clearer frameworks emerging in major economies [27][29] - The AI industry is experiencing steady progress and new momentum, driven by the rapid development of large models and generative AI technologies [31][34] Technological Innovation - Basic models are rapidly evolving, with significant improvements in language, vision, and multi-modal capabilities [43][46] - The scaling law continues to drive model capabilities, with a notable increase in the number of foundational models [43][44] - The development of high-quality multi-modal datasets is crucial for enhancing model capabilities [43][44] Application Empowerment - AI applications are showing phased characteristics, with significant advancements in key industries [31][34] - The systematic promotion of AI applications is becoming a consensus across industries [31][34] Safety Governance - AI technology applications bring multiple challenges, necessitating robust safety governance frameworks [27][29] - Global cooperation in AI safety governance is intensifying, with various initiatives being launched [27][29] Development Outlook - The report anticipates further expansion of AI applications in the real economy, particularly in manufacturing [8][31]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The OSGMM 2024 report analyzes open source governance activities across 121 companies from seven major industries, revealing a significant focus on risk management and compliance issues related to open source software [7][10] - Over 53% of surveyed companies lack a clear open source governance plan, indicating a gap in strategic awareness [18] - The report highlights that 100% of surveyed companies track open source vulnerabilities post-adoption, showcasing a strong emphasis on security [28] Summary by Sections Overview - The OSGMM framework consists of three capability elements and seven process stages, aimed at managing open source software risks effectively [12] - The report identifies key activities in open source governance, with the top ten activities being crucial for successful governance practices [14] Insights - The report indicates that 97% of companies address open source component vulnerabilities through version upgrades, while 72% apply manual patches [22] - A significant portion of companies (86%) only use external open source community projects without contributing back, reflecting a limited engagement with the open source ecosystem [25] - The governance maturity levels are categorized into three stages: Basic, Enhanced, and Advanced, with varying capabilities across different industries [12][41] Industry Comparisons - Financial and telecommunications industries show different focuses and maturity levels in open source governance, with financial institutions being more regulated and thus more mature in risk management [40] - The automotive industry excels in management systems and development testing, while the manufacturing sector shows relatively weaker governance capabilities [46][49] - The software and information services industry demonstrates higher maturity in governance compared to the internet industry, which prioritizes rapid innovation over strict governance [49][51] Areas for Improvement - The report identifies that over 38% of companies lack enterprise-level open source management systems, indicating a need for stronger governance frameworks [20] - Many companies do not have a clear plan for managing existing open source software, with over 65% lacking governance strategies for their software inventory [61] - The report emphasizes the necessity for companies to establish clear governance plans for third-party software management to mitigate compliance risks [62]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The low-altitude economy refers to economic activities within the vertical height range of 1,000 to 3,000 meters, primarily involving manned and unmanned aircraft, including passenger and cargo transport, as well as related activities [4] - The development of the low-altitude economy has been elevated to a national strategic level in China, with policies encouraging the exploration and utilization of low-altitude airspace resources [5][11] - The low-altitude intelligent cloud plays a crucial role in the development of the low-altitude economy by aggregating and processing data related to communication, navigation, perception, and computing resources [5][6] Policy Trends and Market Analysis - The report outlines significant international policies promoting urban air mobility and low-altitude economic activities, including initiatives from the USA, EU, and Japan [9][10] - In China, the government has introduced specific action plans to accelerate the development of the low-altitude economy, emphasizing the integration of 5G and satellite internet technologies [11][12] - The low-altitude market in China is rapidly developing, with various companies conducting test flights and commercial operations in major cities [13][14] Low-altitude Intelligent Cloud System Overview - The low-altitude intelligent cloud technology system is making significant progress, integrating cloud computing, big data, and artificial intelligence to enhance data processing capabilities [15] - Key challenges include the high heterogeneity of low-altitude facilities, complex airspace environments, and the lack of industry cloud platforms to support low-latency, intelligent business scenarios [16][18] Low-altitude Intelligent Cloud Technology Applications - The technology architecture of the low-altitude intelligent cloud consists of infrastructure, collaborative platforms, and top-level applications [19][20] - The collaborative platform includes a low-altitude digital platform and a low-altitude business platform, which support various applications such as smart flight, monitoring management, and safety management [26][27] Industry Applications - In government scenarios, the low-altitude intelligent cloud supports highway inspections, emergency response, and water quality monitoring, significantly improving efficiency and safety [31][32] - In civil life scenarios, the technology facilitates low-altitude logistics, urban transportation, and entertainment, enhancing delivery speed and expanding application spaces [35][36]

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躬行践履 行而不辍 2024年金融业数字化转型升级报告 之核心实践篇 CAICT 中国信通院 癜 靈 m AMILITION FOR FERENT FROM THE FEATURE A 44 Property 《2024 年金融业数字化转型升级报告之核心实践篇》编委会： 专家顾问： 何宝宏 何阳 冯橙 马聪 于宏志 马洪杰 于丁 王永强 宋勇 吴宗友 孔松 王珊珊 编写组： 龚昱元 权卓然 王靖格 陈浩 贠飞航 张劲 李拥军 张莉 夏鹏 杨帆 杨阳 姜冬阳 王立骏 李亮 韩满 付祥 孙建平 刘文祥 郑臣明 段爱民 郝景然 江威 周凯 孟繁明 张楠 主导单位 CAICT 中国信通院 联合单位 〔-〕阿里云 Hycon KING BASE 安 它 数据 年 （排名不分先后） 版权声明 2024 神州信息版权所有 本文档著作权归神州信息所有，未经神州信息书面允许，任何单位和个人不得以任何形式复制、修改、抄袭、 传播全部或部分文本。 服务声明 本文中的信息，神州信息不作明示、暗示的保证。文档基于现状编写，在本文档中的信息和意见，均有可能 会改变，不再另行通知。 神州数码信息服务集团股份有限公司 神州数码信息服务集团股 ...

权威发布：2024 年 10 月国内市场手机出货量 2967.4 万部， 其中 5G 手机占比 90.1%。 一、国内手机市场总体情况 2024 年 10 月，国内市场手机出货量 2967.4 万部，同比增长 1.8%，其 中，5G 手机 2672.2 万部，同比增长 1.1%，占同期手机出货量的 90.1%。 239 339 513 535 579 473 338 327 445 266 408 395 555 172 358 377 475 274 354 418 292 294 1646 1770 1734 1330 2017 1732 1506 1564 2872 2644 2709 2420 2617 1253 1774 2023 2553 2213 2065 1975 2232 2672 87%83% 77% 71% 77%78%81%82%86% 91%87%86%82%88%83%84%84% 89%85%82% 88%90% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 0 500 1000 1500 2000 2500 3000 3500 1月 2 ...

CAICT 中国信通院 2024年三季度互联网投融资运行情况 中国信息通信研究院 政策与经济研究所 互联网团队 中国信息通信研究院 http://www.caict.ac.cn/ 本季要点 | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------| | | | 我国互联网投融资金额环比回升。 2024Q3 ，我国互联网投融资 案例数环比下跌 18.4% ，同比下跌 28.1% ；披露的金额环比上 | | 涨 97.9% ，同比下跌 18.4% 全球互联网投融资环比下降。 2024Q3 ，全球互联网投融资案例 数环比下跌 4.3% ，同比上涨 3.1% ；披露的金额环比下跌 27.2% | | 同比上涨 24.2% 多数主要国家金额环比下降 。 2024Q3 ，美国互联网投融资金额 | | 环比下跌 36.1% ，法国互联网投融资金额环比下跌 53.8% ，韩国 互联 ...

CAICT 中国信通院 信息无障碍动态 （2024 年 第 10 期） 中国信息通信研究院 本期导读 一、 国际动态 1. 联合国人权理事会通过中国等国提出的无障碍建设专题决 议 二、 中央动态 …………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 2 1. 习近平对民政工作作出重要指示:加强普惠性基础性兜底 性民生建设 积极主动为人民群众做好事办实事解难事 ........ 2 三、 部委动态 1. 工业和信息化部发布关于 2024 年第三季度电信服务质量 的通告 2. 第五届"孝老爱老购物节"在北京启动 . 3. 民政部、全国老龄办发布《2023年度国家老龄事业发展 公报》 4. 市场监管总局发布一批适者化国家标准 . 5. 全国养老服务信息平台上线试运行 . 6.《第五次中国城乡老年人生活状况抽样调查基本数据公报》 发布 . 四、 地方进展 1. 浙江省通信管理局发布"浙里适老"活动进展 2. 江苏省通信管理局推动数字技术适老化高质量发展 ....... 10 3. ...