《行动计划》明确，建设数智供应链控制塔。支持利用物联网、人工智能、数字孪生等技术，打造供应 链智能管理和决策系统，对供应链活动实现实时洞察、运行分析和智能响应，为辅助决策、风险预警、 前摄性调整等提供支撑，降低供应链中断风险。 《行动计划》提到，探索推进供应链数据交易。加强供应链数据开放共享、开发利用。鼓励供应链领军 企业、行业协会等主体探索数据确权机制，制定数据资产认定、质量评价、流通交易等系列标准，合法 合规开展数据交易，不断强化企业数据资产属性，提升企业数智化建设的积极性。 商务部、国家发展改革委、工业和信息化部等8部门制定的《加快数智供应链发展专项行动计划》（下 称《行动计划》）日前发布，聚焦5大重点领域部署了10项主要任务。 商务部流通发展司负责人表示，供应链数智化有利于打造更有韧性的产业链供应链，有利于降低全社会 物流成本，有利于推动产业高质量发展。下一步，8部门将培育一批数智供应链领军企业和供应链中心 城市。 《行动计划》提出，运用人工智能、物联网、区块链等新技术，"一链一策"推进供应链数字化、智能 化、可视化改造，到2030年，形成可复制推广的数智供应链建设和发展模式，在重要产业和关键领域基 ...

5月26日，商务部网站发布消息，近日，商务部、国家发展改革委、教育部、工业和信息化部、交通运 输部、农业农村部、税务总局、国家数据局等8部门联合印发了《加快数智供应链发展专项行动计划》 （以下简称《行动计划》）。 《行动计划》对数智供应链发展作出前瞻性、全面性、系统性部署。提出运用人工智能、物联网、区块 链等新技术，"一链一策"推进供应链数字化、智能化、可视化改造，到2030年，形成可复制推广的数智 供应链建设和发展模式，在重要产业和关键领域基本建立深度嵌入、智慧高效、自主可控的数智供应链 体系，培育100家左右全国数智供应链领军企业，我国产业链供应链韧性和安全水平进一步提升。 政策东风下，A股上市公司已率先在制造业、物流、医疗等核心领域展开技术攻坚与场景落地。"目 前，我国多家上市公司已完成供应链的数智化改造，生态逐步形成。头部供应链企业在智能制造、数据 打通、采购分销等方面形成优势，推动我国数智供应链产业规模快速向数百亿元级迈进。"中国数实融 合50人论坛专家洪勇对《证券日报》记者表示。 培育数智供应链领军企业 当下，随着大数据、人工智能、物联网快速向各行业渗透，数智化已成为推动供应链现代化的重要动 力。 ...

今日财讯要览 完善中国特色现代企业制度，中办、国办印发意见 为贯彻落实党中央关于完善中国特色现代企业制度的战略部署，中办、国办印发《关于完善中国特色现代企业制度的意见》。 2 八部门：到2030年培育100家左右全国数智供应链领军企业 26日，商务部等8部门发布《加快数智供应链发展专项行动计划》。计划提出，到2030年，形成可复制推广的数智供应链建设和发展模式，在重要产业和 关键领域基本建立深度嵌入、智慧高效、自主可控的数智供应链体系，培育100家左右全国数智供应链领军企业，我国产业链供应链韧性和安全水平进一 步提升。 完善中国特色现代企业制度，中办、国办印发意见 八部门：到2030年培育100家左右全国数智供应链领军企业 离岸人民币破7.17元 A股港股震荡回调 国际金价上周涨幅超5% 中使馆提醒消除"买外国媳妇"错误思想 北京家庭新能源指标分数线42分 美团第一季度净利润109.5亿元 特朗普要哈佛提供所有留学生信息 英伟达中国份额从95%降到50% 1 3 离岸人民币破7.17元 26日，美元指数盘中跳水，跌约0.3%，上周累计下跌1.85%，创三周新低。同日，在岸、离岸人民币对美元汇率双双大涨，离岸人 ...

Group 1 - Credit bond ETFs will soon implement a pledge-style repurchase system, with multiple public fund institutions' credit bond ETFs meeting the criteria to be included in the repurchase collateral pool [2] - The new medical credit evaluation regulations will enforce stricter measures, requiring untrustworthy pharmaceutical companies to reduce prices as a corrective action [2] - The Shanghai Composite Index experienced a slight decline, while the nuclear power sector saw significant gains, with multiple stocks reaching their daily limit [3][4] Group 2 - The onshore and offshore RMB exchange rates against the US dollar both surpassed 7.17, marking a new high in over six months, with the onshore rate rising over 200 points from the previous close [4] - The bond market in China saw a total issuance of 79.62 trillion yuan in various bonds last year, with a total custody amount reaching 177 trillion yuan by year-end [4] - Meituan reported a first-quarter revenue of 86.56 billion yuan, reflecting an 18% year-on-year growth, with its core local business also showing steady development [8] Group 3 - Xiaomi's YU7 car models have sold out in some versions, with second-hand platforms marking up prices by 100-200 yuan [7] - Wang Jianlin is selling 48 Wanda Plaza locations to a consortium including Tencent, with the transaction recently receiving unconditional approval from regulatory authorities [6] - A subsidiary of China National Petroleum Corporation organized a group purchase of properties that have not been delivered for over nine years, affecting funds exceeding one billion yuan [7]

Core Viewpoint - The Ministry of Commerce has announced a special action plan to accelerate the development of intelligent supply chains across key sectors such as agriculture, manufacturing, wholesale, and retail, aiming to reduce logistics costs and cultivate leading enterprises in this field [1][3]. Group 1: Action Plan Details - The action plan focuses on five key areas: agriculture, manufacturing, wholesale, retail, and aims to support the development of agricultural product supply chain service providers and the establishment of intelligent commodity markets [3]. - It proposes the creation of smart factories and intelligent supply chains, leveraging artificial intelligence to enhance new industrialization efforts [3]. - The plan emphasizes improving the integrated capabilities of wholesale supply chains, providing comprehensive services such as raw material procurement and logistics for upstream and downstream clients [3]. - Retail enterprises are encouraged to adopt intelligent technologies to integrate information across all channels, speeding up feedback from consumers to brand manufacturers and promoting personalized and flexible production [3]. - By 2030, the goal is to establish a replicable model for intelligent supply chain development, with around 100 leading enterprises in this sector and enhanced resilience and security in China's industrial and supply chains [3]. Group 2: Impact on Consumers - The development of intelligent supply chains is transforming consumer shopping preferences, allowing factories to produce based on consumer demand, thus reducing inventory risks and meeting personalized needs [5][7]. - Intelligent supply chains are also contributing to waste reduction and environmental sustainability, with improved inventory management leading to a decrease in spoilage rates of fresh produce from 30% to below 10% [7]. - The logistics optimization enabled by intelligent systems is resulting in fuel savings and reduced emissions, enhancing the overall efficiency of supply chains [7]. - The dual-channel logistics system is facilitating the flow of industrial goods to rural areas and agricultural products to urban centers, improving access to quality goods for consumers in remote regions [7].

《行动计划》聚焦5大重点领域，"一业一策"加快数智供应链发展。提升 农业供应链组织水平，发展智慧农业，推动农村电商高质量发展，支持发展 农产品供应链服务商，建设数智化商品市场。促进制造业供应链智能发展， 协同打造一批智能工厂和智慧供应链，实施制造业数字化转型行动方案，开 展人工智能赋能新型工业化专项行动。增强批发业供应链集成能力，为上下 游客户和产业集群提供原料采购、仓储物流、产品营销、供应链金融、再生 资源循环利用等综合服务。优化零售业供应链供给水平，支持零售企业采用 数智技术整合全渠道信息，加快消费端信息向品牌商、制造商的反馈速度， 引导开展"个性定制+柔性生产"，优化商品供给水平。推动降低全社会物流成 本，促进物流与产业、贸易、消费融合发展，推广智能立体仓库、自动导引 车、无人配送车等设施设备，支持贸港航一体化发展。 近日，商务部、国家发展改革委、教育部、工业和信息化部、交通运输 部、农业农村部、税务总局、国家数据局等8部门联合印发了《加快数智供应 链发展专项行动计划》（以下简称《行动计划》）。商务部流通发展司负责 人就《行动计划》进行解读。 一、《行动计划》出台的背景 党中央、国务院高度重视现代供应链 ...

Core Viewpoint - The development of intelligent supply chains is significantly transforming consumer shopping preferences and enhancing the efficiency of product delivery and production processes [3][5][9]. Group 1: Impact on Consumer Behavior - The rise of smart supply chains is leading to a shift from traditional production methods to a model where factories produce based on consumer demand, enabling personalized product offerings [3][9]. - Consumers are experiencing faster delivery times, with the transition from waiting three days for products to receiving them within half an hour [9]. Group 2: Waste Reduction and Sustainability - Intelligent supply chains are contributing to waste reduction and promoting greener practices, such as reducing the spoilage rate of fresh produce from 30% to below 10% through better inventory management [5]. - Logistics optimization is being achieved through smart route planning, which not only saves fuel but also reduces emissions [5]. Group 3: Rural and Urban Connectivity - The establishment of courier stations in rural areas is facilitating a two-way flow of goods, allowing industrial products to reach rural consumers while enabling local agricultural products to be sold nationwide through e-commerce platforms [7].

Market Overview - The three major stock indices in Shanghai and Shenzhen opened lower on May 26, with the Shanghai Composite Index experiencing a high and then retreating, while the Shenzhen Component and ChiNext indices showed a downward trend, continuing the adjustment seen in the previous two trading days [1] - By the midday close, the Shanghai Composite Index was at 3338.42 points, down 0.30%, with a trading volume of approximately 256.1 billion; the Shenzhen Component was at 10060.36 points, down 0.71%, with a trading volume of approximately 391.1 billion; the ChiNext Index was at 1995.61 points, down 1.28%, with a trading volume of approximately 172.6 billion [1] Institutional Insights - CITIC Securities noted an increase in external uncertainties and a faster rotation of themes, leading to a heightened preference for certain assets. They recommend prioritizing core assets and low-position sectors, while emphasizing the importance of domestic stimulus policies and global geopolitical changes [2] - China Galaxy Securities observed frequent style switching between large and small caps, indicating a lack of sustained upward trends. They highlighted the cautious sentiment among investors and the ongoing support from domestic policies aimed at stabilizing growth [2] Industry Focus - Guojin Securities reported strong growth in domestic demand for home appliances, with a focus on leveraging subsidies and the white goods sector's potential. They also suggested monitoring the black goods sector for ongoing structural upgrades and identifying opportunities in small appliances [3] Policy Developments - The Ministry of Commerce announced a plan to cultivate around 100 leading national smart supply chain enterprises by 2030, emphasizing the use of AI, IoT, and blockchain technologies to enhance supply chain digitalization and resilience [4] - The State Administration for Market Regulation is seeking public opinions on a guideline aimed at regulating the fees charged by online trading platforms to ensure fair practices and promote healthy development in the platform economy [5]

2、实施五年的医药价格和招采信用评价制度据悉即将迎来重大修订，将以更大力度敦促失信企业通过 主动降价"挤水分"来纠正失信行为。 3、市场早盘震荡调整，创业板指领跌，宁德时代跌近5%。沪深两市半日成交额6471亿，较上个交易日 放量7.68亿。截至收盘，沪指跌0.3%，深成指跌0.71%，创业板指跌1.28%。 智通财经5月26日午间新闻精选 1、商务部等8部门近日联合印发了《加快数智供应链发展专项行动计划》，提出到2030年，形成可复制 推广的数智供应链建设和发展模式，培育100家左右全国数智供应链领军企业。 4、港股午间收盘，恒生指数跌1%，恒生科技指数跌1.32%。比亚迪股份跌超7%，美团跌超5%。 ...

5月26日，A股三大指数集体低开，计算机、传媒、通信、电子等板块涨幅居前，国资云、AI语料等概 念震荡上涨。截至发稿，上证科创板人工智能指数下跌0.22%。 相关ETF方面，科创板人工智能ETF（588930）下跌0.18%，盘中频现溢价交易（当前溢折率0.26%）。 成分股方面，中邮科技涨超12%，凌云光、麒麟信安、云天励飞-U等多只个股跟涨。 值得关注的是，近两个交易日科创板人工智能ETF（588930）持续"吸金"。据Wind金融终端，科创板 人工智能ETF（588930）近2个交易日（5月22—23日）连续获得资金净流入，累计超2700万元，其中23 日单日"吸金"超2500万元。 科创板人工智能ETF（588930）紧密跟踪上证科创板人工智能指数，上证科创板人工智能指数从科创板 市场中选取30只市值较大的为人工智能提供基础资源、技术以及应用支持的上市公司证券作为指数样 本，以反映科创板市场代表性人工智能产业上市公司证券的整体表现。 消息面上，商务部、国家发展改革委、教育部、工业和信息化部、交通运输部、农业农村部、税务总 局、国家数据局等8部门近日联合印发了《加快数智供应链发展专项行动计划》。《行动计 ...