晚报 | 8月1日主题前瞻

Group 1: Artificial Intelligence - The State Council of China has approved the "Artificial Intelligence+" action plan, aiming to promote large-scale commercial applications of AI across various sectors, fostering a virtuous cycle of innovation and application [1][7] - The AI industry in China is projected to maintain a compound annual growth rate of 32.1% from 2025 to 2029, with a market size expected to exceed 1 trillion yuan by 2029 [1] - Baidu is testing an AI application entry on its homepage, integrating various AI applications, which is expected to be fully launched soon [3] Group 2: Innovative Pharmaceuticals - CSPC Pharmaceutical Group has entered a significant licensing agreement with Madrigal Pharmaceuticals for the global development and commercialization of its oral GLP-1 receptor agonist, with a total transaction value of up to $2.075 billion [2] - The Chinese government is implementing measures to support the high-quality development of innovative drugs, which is expected to enhance the sector's growth [2] - The innovative drug sector is anticipated to benefit from domestic policy support and internationalization, leading to a more stable upward trend in the market [2] Group 3: Brain-Computer Interface - The National Healthcare Security Administration has established a pricing mechanism for new medical technologies, including brain-computer interface (BCI) services, facilitating faster clinical application and reimbursement [5] - The global market for BCI medical applications is projected to reach $40 billion by 2030 and $145 billion by 2040, indicating significant growth potential [5] Group 4: Diamond Technology - A research team has successfully converted high-quality graphite precursors into hexagonal diamonds, which have mechanical properties comparable to cubic diamonds, marking a significant advancement in material science [6] - Hexagonal diamonds are expected to have broad applications in industries such as cutting tools, medical devices, and aerospace materials, with major tech companies actively exploring diamond semiconductor technologies [6]