晚报 | 7月28日主题前瞻

Group 1: Autonomous Driving - Shanghai has issued a new batch of intelligent connected vehicle demonstration operation licenses, with SAIC's Zhiji and Youdao obtaining licenses, making SAIC the only company with both passenger and commercial vehicle licenses [1] - CITIC Securities predicts that the penetration rate of mid-to-high-end intelligent driving in China will double by 2025, creating a market increment of 35 billion [1] - The integration of intelligent connected vehicles, roadside infrastructure, cloud control platforms, and foundational support is expected to drive growth in the industry [1] Group 2: Multi-Modal AI - OpenAI plans to launch the new flagship model GPT-5 in August, which will include mini and nano versions, aiming to create a more powerful system for general artificial intelligence (AGI) [2] - According to Zhongyin Securities, GPT-5 is expected to enhance natural language processing capabilities and achieve deeper integration in multi-modal learning, potentially expanding the application scenarios of generative AI [2] Group 3: Agricultural Products - The Ministry of Agriculture and Rural Affairs has issued a plan to promote agricultural product consumption, focusing on optimizing supply, innovating circulation, and activating market demand [3] - The agricultural consumption market is projected to exceed 8.5 trillion by 2030, with processed products accounting for 38% and cold chain logistics losses reduced to below 8% [3] Group 4: Manganese Industry - Major manganese alloy producers in Inner Mongolia, Ningxia, and Shanxi have reached a consensus to reduce energy consumption and emissions significantly, aiming for a balanced supply-demand situation [4] - The shipping of manganese ore from Ghana has been affected by seasonal rains, leading to a decrease in shipments, which may impact manganese prices positively in the future [4] Group 5: Optical Processors - Researchers at UC Berkeley have developed a hypermultiplexed integrated tensor optical processor (HITOP) capable of processing at speeds of trillions of operations per second, offering significant energy efficiency advantages over traditional electronic computing [5] Group 6: Macro and Industry News - The State Council has deployed measures to gradually promote free preschool education [6] - The People's Bank of China and the State Administration of Foreign Exchange have proposed a unified fund pool policy framework for multinational companies [7] - The Ministry of Finance reported a 19.7% increase in stamp duty revenue for the first half of 2025, with securities transaction stamp duty rising by 54.1% [8]