新华财经北京5月9日电（记者闫鹏）中信证券主办的2025年杭州"智能新时代"论坛5月8日-9日举行。本 次论坛为中信科技金融专项行动，汇聚了来自半导体、人工智能、机器人、智能驾驶、AI医疗等领域 的20余位行业领军人物，包括头部独角兽企业创始人、上市公司高管及资深行业专家，共同探讨科技创 新前沿趋势与投资机遇。 （文章来源：新华财经） 中信证券制造产业首席分析师刘海博表示，2025年将成为具身智能机器人产业的量产元年，具身智能机 器人是AI与物理世界的重要结合，其量产及场景的开拓试验性应用宣告了人工智能AGI和机器人产业的 深度融合，推动新一轮的产业革命。全球政府、科技制造巨头、产业链企业、科研机构及资本均已聚焦 和躬身入局，呈现出百舸争流的竞赛之势。不同时代与技术背景的机器人整机公司、具身模型软件方、 总成、核心零部件及下游场景企业，共铸产业生态多元化，中国企业在产业链各环节均有布局，中国制 造是全球机器人硬件降本的重要支撑，具备比较优势。庞大且复杂的场景落地是具身智能机器人发展的 有效试验场，当具身智能的"DeepSeek时刻"出现，具身智能机器人的爆发将成就下一阶段的科技产业浪 潮。 中信证券研究部同步 ...

脑机接口概念股午后持续走低，爱朋医疗（300753）跌近10%，均普智能跌超7%，荣泰健康 （603579）跌超6%，诚益通（300430）、三博脑科（301293）、翔宇医疗跟跌。 ...

Core Viewpoint - The emergence of 5G-A signals in Beijing indicates a significant upgrade in mobile network capabilities, promising enhanced communication experiences and broader applications across various industries [1][3]. Group 1: 5G-A Overview - 5G-A offers substantial improvements over 5G in terms of capacity, speed, latency, positioning, and reliability, potentially supporting 500 million IoT devices [3]. - The technology is currently being tested across 31 provinces in China and has been validated in regions such as Europe, Latin America, and the Middle East [3]. Group 2: Operator Strategies - Major telecom operators are rapidly advancing their 5G-A initiatives, with China Mobile planning to invest nearly 10 billion yuan to upgrade over 400,000 base stations [7]. - China Telecom aims to implement 5G-A applications across various industries and scenarios, collaborating with the supply chain for innovative pilot projects [7]. - China Unicom intends to launch 5G-A in 39 key urban areas and over 300 significant city scenarios this year [7]. Group 3: Applications and Opportunities - The robust communication capabilities of 5G-A will enhance traditional industries by enabling more efficient device connectivity and data transmission, leading to smarter and more automated production processes [9]. - The integration of 5G-A with AR technology is expected to mature spatial computing platforms and support advanced technologies like brain-computer interfaces [9]. - 5G-A's capabilities will facilitate immersive applications such as XR (extended reality), holographic communication, and cloud gaming, while significantly improving response times for emergency communications and telemedicine [10].

Group 1: Event Overview - The 27th Beijing Science and Technology Expo has opened today, covering a total exhibition area of approximately 50,000 square meters, lasting for four days, with over 800 domestic and foreign enterprises and institutions participating, and more than 600 new technology products being launched [3] - The theme of this year's expo is "Technology Leading to a Shared Future," focusing on cutting-edge technology, emerging industries, and future industries, showcasing the achievements of Beijing's international science and technology innovation center [9] Group 2: Robotics and Innovations - The expo will feature advanced humanoid robots, including the TianGong 2.0 and N2, which recently participated in a humanoid robot half marathon, with six teams successfully completing the race [9] - The TianGong Ultra robot, which won the half marathon, is currently undergoing further research and development, including advancements in motion control and adaptability to complex terrains [11] Group 3: Technology Companies - The "Hangzhou Six Little Dragons" technology companies, including Qiangnao Technology and Yushu Technology, are leading the exhibition with innovative products such as the intelligent bionic hand, which is the first in China to receive FDA certification [11] - The intelligent bionic leg, designed for lower limb amputees, aims to meet daily life needs, ensuring comfort and safety during walking [11]

Group 1 - The article discusses the recent military conflict between India and Pakistan, highlighting Pakistan's claims of shooting down six Indian aircraft, including three Rafale jets and one Su-30MKI, which has led to a surge in military stock prices [1] - The article mentions that despite the lack of official confirmation from India, various media reports and social media content suggest that Pakistan's claims may be largely accurate [1] - The article notes a significant increase in military-related stocks, with specific companies like Xinyisheng and others in the defense sector experiencing substantial gains [4] Group 2 - A new concept related to magnetic levitation compressors has emerged, with a statement from Danfoss indicating that demand for these compressors in Chinese data centers is expected to double in the next three years [3] - Danfoss Turbocor's business in China is projected to grow threefold in 2024, with a 50% growth rate expected this year [3] - The article also mentions the performance of the A-share market, with major indices showing collective gains and a notable increase in trading volume, indicating a bullish sentiment in the market [4] Group 3 - Huawei's Harmony OS computer products are set to launch on May 19, with features integrating AI capabilities for various tasks, although the stock performance related to this concept has been moderate [4] - The article highlights that the Harmony OS applications are expected to cover multiple domains, with over 2000 applications anticipated by the end of the year [4] - The overall market sentiment remains positive, with significant trading activity and numerous stocks hitting their daily limit up [4] Group 4 - The article references a report predicting that by 2030, the market for autonomous taxis in China could reach 500,000 units, with a market size of $47 billion by 2035 [9] - This growth is expected to create substantial opportunities for early entrants in the market, as well as for related supply chain companies in the automotive semiconductor and parts sectors [9] Group 5 - Microsoft has announced two new development platforms, Azure AI Foundry and Microsoft Copilot Studio, which support the latest Agent development protocol A2A, indicating a significant advancement in the intelligent agent sector [10] - The collaboration with Google to expand the A2A protocol is expected to break down barriers in data, development models, and communication, facilitating the creation of complex automated processes [10] Group 6 - The seventh International Innovation Forum on Neurotechnology will be held in Shanghai, focusing on cutting-edge technologies for brain stimulation, which could provide new treatment methods for complex brain diseases [11] - The article mentions a company, Qiang Brain Technology, that has developed a smart bionic hand to help disabled individuals regain writing and playing abilities [11]

浙商证券表示，国防军工行业在"十四五"收官之际，"十五五"新一轮军备采购计划即将推出，大力发展国防军工建设路线坚定，实现作战装备高端化、 智能化、信息化方向明确。国防军工受益于陆军重点建设方向，内需外贸共促增长，行业长期景气上行。此外，特种装备订单恢复及远火外贸增长有望成为 行业催化剂，军工板块业绩拐点已现，全年营收计划同比大幅增长，行业景气度持续提升。 财信证券认为，短期内大盘或将延续震荡向上趋势，投资者可把握科技、消费、红利方向在轮动中的结构性机会。此外，今日港股三大指数低开高走后 显著回落。截至发稿，恒生指数涨0.24%，恒生科技指数涨0.38%，国企指数涨0.51%。 具体来看，A股三大股指在5月8日集体低开，盘初快速走高，带动三大股指早盘涨势明显。午后两市维持高位震荡的走势，个股呈现普涨态势。国防军 工板块午后走强，继续大涨，航天南湖、中航成飞、晶品特装、雷电微力、银河电子等超10股涨停或涨超10%。通信股走强，新易盛、有方科技、中际旭 创、海能达、剑桥科技等涨停或涨超10%。银行股涨幅居前，青农商行、青岛银行、渝农商行、宁波银行、浦发银行等涨超2%。不过，美容护理跌幅靠 前，拉芳家化跌超6%，稳健 ...

Market Performance - Major A-share indices opened lower but closed higher, with the ChiNext Index leading the gains, closing up 1.65% [1] - The Shanghai Composite Index rose by 0.28% to 3352 points, while the Shenzhen Component Index increased by 0.93% [1] - Total trading volume for the day was 1.32 trillion yuan, a decrease of 183.3 billion yuan compared to the previous trading day [1] - Over 3800 stocks rose in the market, indicating a broad-based rally [1] Sector Performance - The aerospace and military sector continued its upward trend, with AVIC Chengfei hitting a 20% limit up and Runbei Aerospace achieving four consecutive trading limit ups [2] - Runbei Aerospace confirmed that there were no significant undisclosed matters affecting its stock price, and its operational status remains normal [2] - Huawei's HarmonyOS concept stocks surged, with the HarmonyOS index rising over 2%, and individual stocks like ST Dongtong and Dongfang Zhongke hitting their daily limit up [2] Upcoming Events - The HarmonyOS computer is set to be officially launched on May 19, with the Huawei Developer Conference scheduled for June 20-22, 2025 [3] - The conference will allow participants to experience the latest version of HarmonyOS, which is expected to play a crucial role in Huawei's ecosystem [3] - Analysts believe that the HarmonyOS PC is a significant component of Huawei's broader ecosystem strategy, potentially reshaping the global operating system market [3]

收评：创业板指低开高走涨1.65% 军工股持续爆发 智通财经5月8日电，市场全天低开高走，创业板指领涨。沪深两市全天成交额1.29万亿，较上个交易日缩量1749亿。盘面上，市场热点快速轮动，个股涨多 跌少，全市场超3800只个股上涨。从板块来看，军工股持续爆发，中航成飞等20余股涨停。AI硬件股展开反弹，沃尔核材涨停。ST板块表现活跃，ST瑞和 等近40股涨停。下跌方面，PEEK材料概念股展开调整，新瀚新材跌超10%。板块方面，军工、铜缆高速连接、脑机接口、CPO等板块涨幅居前，PEEK材 料、农业、化肥、黄金等板块跌幅居前。截至收盘，沪指涨0.28%，深成指涨0.93%，创业板指涨1.65%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | -3351.99 | -10197.66 | -2029.45 | | +9.33 +0.28% | +93.53 +0.93% | +32.94 +1.659 | | FREE WARRESS OF | FILE I | 700 | 昨涨停今表现 1.06% 高开率 48% 获利率 48% 封板率 74.00% 封板 66 触 ...

在山东济南的这家实验室内，伴随着一道道指令的发出，几架无人机在空中灵活翻转，做出各种高难度动作。令人称奇的是，这些无人机 的"操控者"并非手中握着遥控器的专业飞手，而是头戴脑电帽的实验人员。 脑机接口的工作原理可以这样简单解释，大脑在思维活动时会产生脑电波，脑机接口系统通过识别脑电波特征，直接读取大脑意图，将其转化 为计算机指令，实现人与机器或外部设备之间的交互。技术人员介绍，他们无线脑电采集系统，也就是俗称的脑机接口，可以实现4K赫兹的 采样频率。 作为一项瞄向未来的前沿技术，脑机接口应用场景极为广泛，涵盖医疗、娱乐、教育等多个领域。其中，医疗是目前最受关注的领域之一。 在山东济南的这家实验室，实验人员穿戴脑控下肢外骨骼系统，依靠"意念"控制外骨骼，带动下肢完成行走、抬腿等动作。这一主动式康复训 练系统，为瘫痪患者带来了全新希望。他们可以通过主动的"意念控制"，参与康复过程，从而更有效地锻炼肌肉力量、恢复肢体运动功能。 央视网消息：脑机接口技术作为"十四五"规划纲要中重点发展的"脑科学与类脑研究"领域的关键技术之一，被形象地誉为大脑与外部设备之间 的"信息高速公路"。2025年以来，随着人工智能、神经生物学 ...