影响市场重大事件：工信部将实施“人工智能+制造”行动，以工业智能体为抓手深化人工智能工业应用

Group 1 - The Ministry of Industry and Information Technology (MIIT) is implementing the "Artificial Intelligence + Manufacturing" initiative to enhance industrial applications of AI, focusing on industrial intelligence and key technology breakthroughs [1] - As of the end of May 2025, China's foreign exchange reserves reached $328.53 billion, reflecting a slight increase of $36 million from the previous month, supported by the recovery of the economy [2] - The Ministry of Commerce reported that negotiations on price commitments for electric vehicles between China and Europe are in the final stages, requiring further efforts from both sides to resolve trade differences [3] Group 2 - Several international investment banks, including Deutsche Bank and Morgan Stanley, have raised their economic growth forecasts for China in 2025, predicting a strengthening of the Renminbi due to trade competitiveness [4] - The Ministry of Commerce emphasized that implementing export controls on rare earths is a common international practice, and China is willing to facilitate compliant trade with the EU [5] - Statistics show that from January to April 2025, the value added of small and medium-sized industrial enterprises in China increased by 8.2% year-on-year, with significant growth in equipment and raw materials manufacturing [6] Group 3 - Academician Ding Han from the Chinese Academy of Sciences highlighted that humanoid robots represent a key growth area in the robotics industry, with breakthroughs in dexterous hand technology being crucial for unlocking their potential [7][8] - The successful development of the world's first compact P-band high-power metamaterial rapid-tuning tube marks a significant technological breakthrough for China's neutron source, showcasing the country's capabilities in high-end RF device research [9] - The establishment of the Yangtze River Delta Advanced Manufacturing Cluster Alliance aims to create globally influential industrial landmarks and promote high-quality development in advanced manufacturing [10] Group 4 - Dongfeng Liuzhou Automobile Co., Ltd. and Zhifang Technology Co., Ltd. signed a strategic cooperation agreement to explore the application of embodied large models in automotive manufacturing, marking a significant milestone in the industry [11]