Group 1: Core Companies and Industries - Notable companies such as Huawei, DeepSeek, CATL, Zhongzhong Group, Alibaba, Tencent, and BYD are recognized in the 2025 Fortune China Technology 50 list, with a focus on popular sectors like artificial intelligence, robotics, biomedicine, and green energy [3][9][10] - The robotics sector is highlighted with companies like Yushu Technology, Yundong Technology, and Luoshi Robotics, which are innovating in areas such as motion control, high-performance joint motors, and autonomous inspection robots [5][6] Group 2: Artificial Intelligence Developments - DeepSeek has gained significant attention, ranking in the top 10 for global open-source model downloads, with 163 million monthly active users as of June 2025, leading the AI-generated content application market [7] - ByteDance is also recognized for its substantial investment in AI, with a projected capital expenditure of 80 billion yuan in 2024, surpassing the combined total of Baidu, Alibaba, and Tencent [7] - Drip Technology, a provider of enterprise-level AI application solutions, ranks first in the Chinese market for its general enterprise operational decision-making model [8] Group 3: Biomedicine and Green Energy Innovations - The biopharmaceutical sector features companies like CSPC Pharmaceutical Group, which is developing over 200 innovative drug projects across various therapeutic areas, with over 50 new drugs expected to be submitted for approval by the end of 2028 [11] - Kangfang Biotech is noted for its comprehensive drug development system, with over 50 innovative drug candidates, 24 of which are in clinical stages, making it one of China's leading antibody drug developers [11] - Trina Solar has initiated a 49.9MW solar-storage integration project in the UK, which will supply power to over 16,500 households and reduce carbon emissions by nearly 15,000 tons annually [11] Group 4: Overall Industry Trends - The companies listed in the Fortune China Technology 50 are focusing on practical applications of large models in vertical sectors like finance and healthcare, optimizing efficiency while advancing robotics for high-risk tasks [12] - The emphasis is also on developing cleaner and more efficient energy solutions, promoting a harmonious relationship between humanity and nature [12]

（原标题：DeepSeek-V3.1发布：更高思考效率、更强智能体能力） 21世纪经济报道记者 陈归辞 在DeepSeek-V3推出5个月后，DeepSeek-V3低调发布升级版模型DeepSeek-V3.1。 8月21日下午，DeepSeek 正式发布 DeepSeek-V3.1（简称"V3.1"），称其为"迈向 Agent 时代的第一 步"。8月19日晚间，DeepSeek 小助手于官方群内宣布线上模型版本已升级至V3.1，引发广泛关注，目 前 V3.1 在HuggingFace趋势榜排名已冲上第二。 据DeepSeek方面介绍，V3.1的升级主要包含三大变化：混合思考模式、更高的思考效率和更强的Agent （智能体）能力。 编程任务方面，DeepSeek测试结果显示，在代码修复测评 SWE 与命令行终端环境下的复杂任务 （Terminal-Bench）测试中，DeepSeek-V3.1 相比之前的 DeepSeek 系列模型有明显提高。 从业内实测反馈来看，V3.1在AiderPolyglot多语言编程测试中，拿下了71.6%的高分，超越了Claude 4 Opus和DeepSeek R1等模型。并且， ...

Core Viewpoint - DeepSeek officially released DeepSeek-V3.1, marking a significant step towards the "Agent era" with enhanced capabilities in reasoning and task performance [1] Group 1: Product Upgrade - The upgrade includes a mixed reasoning architecture that supports both thinking and non-thinking modes in a single model [1] - DeepSeek-V3.1-Think can provide answers in a shorter time compared to its predecessor, DeepSeek-R1-0528 [1] - The new model shows significant improvements in tool usage and intelligent agent tasks through Post-Training optimization, resulting in stronger agent capabilities [1] Group 2: User Experience - The official app and web model have been synchronized to DeepSeek-V3.1, allowing users to switch freely between thinking and non-thinking modes via a "deep thinking" button [1]

★ 宏观动态 ★ 商务部：今年1—7月农村网络零售额同比增长6.4% 在今天（8月21日）举行的商务部例行新闻发布会上，商务部新闻发言人表示，近年来，在各地各部门 共同努力下，农村电商高质量发展取得积极成效。一是农产品销售和农民增收有效促进。2025年1—7 月，农产品网络零售额同比增长7.4%，今年上半年农村居民人均可支配收入同比增长6.2%。二是农村 消费市场不断繁荣。电商带动农村商品服务供给进一步丰富，农民足不出户就能买到物美价廉的商品。 2025年1—7月，农村网络零售额同比增长6.4%。 国家能源局：2025年7月份全社会用电量同比增长8.6% 8月21日，国家能源局发布7月份全社会用电量等数据。7月份，全社会用电量10226亿千瓦时，同比增长 8.6%。从分产业用电看，第一产业用电量170亿千瓦时，同比增长20.2%；第二产业用电量5936亿千瓦 时，同比增长4.7%；第三产业用电量2081亿千瓦时，同比增长10.7%；城乡居民生活用电量2039亿千瓦 时，同比增长18.0%。1—7月，全社会用电量累计58633亿千瓦时，同比增长4.5%，其中规模以上工业 发电量为54703亿千瓦时。从分产业用电 ...

Macro Dynamics - The Ministry of Commerce reported that rural online retail sales increased by 6.4% year-on-year from January to July 2025, with agricultural product online retail sales growing by 7.4% during the same period [2] - The National Energy Administration announced that the total electricity consumption in July 2025 reached 10,226 billion kWh, a year-on-year increase of 8.6% [3] - The National Development and Reform Commission plans to conduct central frozen pork reserve storage to stabilize the pig market due to a slight decline in pork prices [4][5] Industry Developments - Anhui Province is accelerating the establishment of a provincial artificial intelligence industry fund with a total scale of no less than 20 billion yuan to support the AI sector [6] - The China Index Academy reported that 20 distressed real estate companies have restructured debts exceeding 12 billion yuan as of August 2025 [7] Financial Institutions - The Shenzhen Financial Regulatory Bureau revealed that 403 "white list" projects have been approved by banks in the region, with a total approved amount of 549.3 billion yuan [7] Company News - China Petroleum & Chemical Corporation (Sinopec) reported a 39.8% year-on-year decline in net profit for the first half of 2025, with revenue of 1.41 trillion yuan, down 10.6% [14] - Jishi Media announced a net loss of 232 million yuan for the first half of 2025, despite a revenue increase of 8.7% to 997 million yuan [15] - Bilibili reported a second-quarter revenue of 7.34 billion yuan, a 20% year-on-year increase, and a non-GAAP net profit of 560 million yuan, reversing a loss from the previous year [16] - Xian Dao Intelligent stated that it has achieved significant breakthroughs in solid-state battery production and has received repeat orders from leading domestic and international companies [17] - Vivo launched its first MR headset, the Vivo Vision Exploration Edition, which is not intended for consumer sales at this time [18]

这一变化标志着特斯拉在中国市场正加速其智能化服务的本地化进程，通过与本土领先的AI技术公司 合作，来提升其产品的竞争力。不过，尽管使用条款已经公布了技术合作方，但对于用户何时能真正体 验到这些增强的AI互动功能，官方暂未公布具体的上线时间。 凤凰网科技讯 8月21日，特斯拉正在为其车辆的语音助手功能引入更强的AI能力。根据特斯拉中国官网 最新更新的《特斯拉车机语音助手使用条款》，官方首次明确其语音助手将接入外部大模型技术，合作 伙伴包括字节跳动旗下的火山引擎和人工智能公司DeepSeek。 条款内容显示，特斯拉的语音助手将得到 火山引擎提供的Doubao大模型（云雀大模型）和DeepSeek Chat 的技术支持。这意味着，在具备AI互动能力的特斯拉车辆上，车主不仅能通过语音命令控制车辆 功能，未来还将能与语音助手 进行轻松聊天，以获取资讯、查询天气等，实现更自然的智能座舱交互 体验。车主可通过物理按键或"嘿，Tesla"等唤醒词激活该功能。 ...

🚨 Tesla China Reportedly Integrates DeepSeek Into In-Car Voice Assistant SystemTesla has integrated Chinese large language models from ByteDance and DeepSeek into its in-car voice assistant for customers in China, according to company documents.For voice command functions such as navigation, media playback and temperature control, Tesla relies on ByteDance’s Doubao model, while interactive AI conversations are handled by the startup DeepSeek.The integration is confined to China, where strict data localizati ...

人工智能迎来两则重磅利好。 首先是，政策层面的利好。8月21日，安徽省人民政府印发《打造通用人工智能产业创新和应用高地若干政策（2.0版）》 ，其中提出了9条具体政策举措，加速大 模型等人工智能技术赋能千行百业，推动安徽省率先进入通用人工智能时代。 在产业层面，DeepSeek今日宣布，DeepSeek-V3.1正式发布。 受此消息影响，DeepSeek概念股——每日互动尾盘直线拉升，截至收盘，大涨13.62%。DeepSeek在文 章中提到，DeepSeek-V3.1使用了UE8M0 FP8 Scale的参数精度。DeepSeek官微在置顶留言里表示，UE8M0 FP8是针对即将发布的下一代国产芯片设计。 安徽重磅发布 8月21日，安徽省人民政府印发《打造通用人工智能产业创新和应用高地若干政策（2.0版）》（以下简称《若干政策》），其中提到，充分发挥财政资金等引导作 用，撬动保险、信贷、基金等社会资本投向通用人工智能产业。加快运营总规模不低于200亿元的省人工智能产业主题基金，以参股方式支持市国资平台、经营主 体等设立通用人工智能领域子基金，满足企业和项目资金需求。建立健全保护改革、鼓励探索、宽容失误、纠正 ...

Core Insights - DeepSeek officially launched DeepSeek-V3.1 on August 21, featuring significant upgrades in its architecture and performance [1]. Group 1: Major Changes in DeepSeek-V3.1 - The new hybrid reasoning architecture allows the model to support both thinking and non-thinking modes simultaneously [2]. - Enhanced thinking efficiency enables DeepSeek-V3.1-Think to provide answers in a shorter time compared to DeepSeek-R1-0528 [2]. - Improved agent capabilities through post-training optimization have led to better performance in tool usage and agent tasks [2]. Group 2: API and User Experience Enhancements - The official app and web model have been upgraded to DeepSeek-V3.1, allowing users to switch freely between thinking and non-thinking modes via a "deep thinking" button [2]. - The DeepSeek API has also been upgraded, with deepseek-chat corresponding to non-thinking mode and deepseek-reasoner to thinking mode, expanding context to 128K [2]. - The API Beta interface now supports strict mode function calling to ensure outputs meet schema definitions [2]. Group 3: Performance Metrics - DeepSeek-V3.1 has shown significant improvements in multiple search evaluation metrics, outperforming R1-0528 in complex search tests requiring multi-step reasoning and expert-level multidisciplinary challenges [2]. Group 4: Technical Adjustments - DeepSeek-V3.1 utilizes UE8M0FP8Scale parameter precision and has made substantial adjustments to the tokenizer and chat template, resulting in noticeable differences from DeepSeek-V3 [3]. Group 5: Market Reaction - Following the announcement of DeepSeek-V3.1, DeepSeek concept stock Daily Interaction (300766) experienced a sharp rise in the late trading session [3].

Core Insights - The article highlights the significant advancements of DeepSeek V3.1, particularly in its ability to handle long contexts and improve programming capabilities, which positions it as a leading open-source model in the industry [1][3][4]. Performance Breakthroughs - DeepSeek V3.1 has achieved a breakthrough in context processing, expanding its context window to 128K tokens, doubling the previous version's capacity, allowing it to handle approximately 100,000 to 130,000 Chinese characters [1]. - The model's enhancements in memory management and attention mechanism have resolved issues related to context loss and fragmented responses in long text processing [1]. Application Scenarios - The model's 128K context capability significantly improves efficiency in legal document review and academic paper summaries, allowing for the input of complete lengthy documents while maintaining logical coherence and detail accuracy [2]. - In developer scenarios, the model supports large codebase dependency analysis and technical document parsing, demonstrating superior context retention and solving previous issues of output loops and information fragmentation [2]. Programming Capabilities - DeepSeek V3.1 has made comprehensive advancements in programming, redefining the performance boundaries of open-source programming models [3]. - In benchmark tests, it scored 71.6% in the Aider Polyglot multi-language programming assessment, outperforming competitors and showing improved accuracy in Python and Bash code generation [4]. Cost Efficiency - The model has achieved a significant cost reduction, with the average cost for completing typical programming tasks being only $1.01, which is 1/68 of closed-source models [7]. - This cost advantage is expected to disrupt the development processes of small and medium enterprises, promoting a shift towards localized, high-efficiency, and low-barrier programming tools [7]. Enhanced Agent Capabilities - DeepSeek V3.1 has improved its tool usage and function calling capabilities, transitioning from "cognitive" to "execution" roles, enhancing its task processing abilities [8]. - The model's compatibility with existing APIs reduces migration costs and enhances cross-platform collaboration efficiency [9]. Reliability and Development Efficiency - The introduction of the Beta version of Strict Mode ensures high accuracy in output formats, particularly in sensitive fields like finance and healthcare, achieving a 99% accuracy rate in data structure compliance [10]. - The model's template-based tool calling reduces integration time by 50%, significantly improving development efficiency [11]. Vertical Capabilities and Practical Applications - The model demonstrates high efficiency in code generation and repair tasks, with costs significantly lower than closed-source competitors [14]. - In enterprise DevOps processes, it automates the generation of deployment scripts, achieving a cost reduction of 1/30 compared to using other models [15]. API Pricing Adjustments - Starting September 6, 2025, DeepSeek V3.1 will adjust its API pricing strategy, with input prices set at 0.5 yuan per million tokens for cache hits and 4 yuan for misses, while output prices will be 12 yuan per million tokens [16]. - Despite some increases in single-call costs, the overall cost-effectiveness remains competitive due to improved token efficiency and faster inference speeds [17].