SIASUN(SZ:300024) Shang Hai Zheng Quan Bao·2025-08-10 23:08Group 1 - The State Administration for Market Regulation has released the first national standard for medical insurance in China, which will be implemented on January 1, 2026, marking a significant milestone in the standardization of medical insurance [4] - The Henan Provincial Government has introduced policies to support the development of the artificial intelligence industry, including financial subsidies for "little giant" enterprises in the AI sector, with a maximum subsidy of 5 million yuan [4] - The Sichuan Provincial Taxation Bureau has launched a new "immediate refund" service for outbound tax refunds, allowing foreign travelers to choose from multiple airports for customs verification after shopping [4] Group 2 - Huawei is set to unveil breakthrough AI inference technology on August 12, which may reduce reliance on high bandwidth memory (HBM) and enhance domestic AI model inference performance [7] - The latest HBM3E technology can achieve a bandwidth of up to 819GB/s, more than five times that of DDR5, highlighting the increasing demand for memory bandwidth in AI model training [9] - The Beijing Economic and Technological Development Zone has announced ten supportive policies for the development of embodied intelligent robots, aiming to accelerate innovation and capture a leading position in the global robotics industry [11] Group 3 - Black Sesame's controlling shareholder will change to Guangxi State-owned Assets Supervision and Administration Commission following a share acquisition [13] - Tianyang Technology has invested 30.6 million yuan to acquire a 51% stake in Moshuzhijing, making it a subsidiary [14] - Shunguang Technology plans to invest in a project to produce 8 million clean electrical products annually, with a total investment not exceeding 1 billion yuan [15]