工业和信息化部近日召开了一场关键会议。聚焦贯彻落实习近平总书记关于人工智能发展的重要指示精 神，并执行中央和国务院的重大决策。会议由部长李乐成主持，旨在深化对人工智能产业的推进策略， 以及如何通过人工智能技术促进新型工业化的发展。 作者 经观科技+ 通过这些措施，工业和信息化部致力于推动人工智能产业的高质量发展，为新型工业化提供坚实的技术 支持和创新动力。 免责声明：本文观点仅代表作者本人，供参考、交流，不构成任何建议。 会议明确了中央对于人工智能发展的高度重视，并强调了习近平总书记的相关讲话和指示对于指导人工 智能产业发展和新型工业化转型的重要性。 会议还提出了培育人工智能赋能应用服务商，加速行业专用大模型的应用和迭代升级，强化标准引领作 用，推进人工智能标准化工作，发挥市场和政府的作用，体系化推进标准的制定。同时，会议强调了产 业生态的壮大，包括培育人工智能优势企业，支持中小企业的专业化、精细化、特色化和新颖化发展， 完善人工智能开源机制，加快建设高水平的人工智能开源社区，打造开放共享的开源生态。 会议要求加大财税政策支持，引导社会资本增加投入，持续拓展人工智能产业的国际合作。在发展与安 全并重的原则下， ...

Group 1 - The article argues that the idea of re-industrialization in the U.S. is unrealistic due to high costs and challenges in the American market, as highlighted by TSMC's chairman, who stated that "the U.S. is expensive and not good to eat" [1] - It emphasizes that a successful industry requires a complete ecosystem, including government efficiency, infrastructure, supply chain, and talent support, which the U.S. currently lacks [1][2] - The article claims that the U.S. manufacturing sector is not strong enough to support a return to industrialization, as it lacks a continuous economic policy and suffers from bureaucratic inefficiencies at the local government level [3][4] Group 2 - The article points out that the U.S. does not have the necessary infrastructure to support manufacturing, as even minor disruptions can halt production for extended periods [3][4] - It highlights the shortage of trained manufacturing talent in the U.S., suggesting that the focus on academic research over practical skills has led to a decline in manufacturing capabilities [4] - The article warns that TSMC's investment in U.S. manufacturing may not yield returns due to the competitive pressure from mainland China's chip industry and the inefficiencies in the U.S. market [4]

8. 欧盟委员会副主席谢夫乔维奇：与美国贸易代表格里尔进行了建设性会谈。关于美国总统特朗普关税 的谈判正在按正确的方向稳步推进。 1. 习近平会见白俄罗斯总统卢卡申科。 2. 首个国产九价HPV疫苗获批上市。 3. 国家能源局组织开展新型电力系统建设第一批试点工作。 4. 工业和信息化部专题研究部署推动人工智能产业发展和赋能新型工业化。 5. 乘联分会：初步预估5月全国新能源乘用车厂商批发销量124万辆，同比增长38%。 6. 《智能网联汽车 组合驾驶辅助系统安全要求》立项制定，公开征求意见。 1. 欧洲央行批准保加利亚使用欧元。 2. 消息人士：美加贸易协议可能在下周G7峰会前达成。 3. 特朗普："太迟先生"美联储主席鲍威尔现在必须降息。 4. 俄罗斯总统助理梅津斯基：乌克兰寻求30到60天的无条件停火。 5. 德国内阁批准了首个2025至2029年规模达460亿欧元的税收减免计划。 6. 英国首相斯塔默：非常有信心，在非常短的时间内将能降低美国的关税。 7. 消息人士：美国和阿联酋已同意就一项可能降低关税的贸易协议展开谈判。 金十数据整理：6月4日欧盘美盘重要新闻汇总 国内新闻： 国际新闻： ...

6月3日，工业和信息化部党组书记、部长李乐成主持召开会议，深入学习贯彻习近平总书记关于人工智能的 重要指示批示精神，落实党中央、国务院重大决策部署，研究推动人工智能产业发展和赋能新型工业化的思路 举措。部领导叶民、熊继军、单忠德、谢远生、谢少锋出席会议并作交流发言。 会议指出，党中央、国务院高度重视人工智能发展。党的十八大以来，习近平总书记就人工智能发展发表一系 列重要讲话、作出一系列重要指示批示，为我们推动人工智能产业发展和赋能新型工业化指明了前进方向、提 供了根本遵循。全系统要深入贯彻落实习近平总书记重要讲话和重要指示批示精神，提高政治站位，统一思想 认识，把握发展形势，强化责任担当，加快推进人工智能技术创新和融合应用，为新型工业化发展提供强大动 能。 校对： 杨立林 A股突发！牛市风向标，突然爆发！发生了什么？ 重大转变！特朗普，决定撤回！ 部机关各司局主要负责同志参加会议并发言。 来源：工业和信息化部科技司、办公厅 责编：刘珺宇 50%关税！刚刚，特朗普宣布！ 利空突袭！这家A股突发：实控人被刑事立案！ 会议强调，要系统谋划、协同推进，一体推动战略、规划、政策、标准等方面任务落实，为人工智能产业发展 ...

工业和信息化部专题研究部署推动人工智能产业发展和赋能新型工业化。 （工信微报） 相关链接 ...

Core Viewpoint - Envision AESC's battery super factory in Douai, France, officially commenced production, marking a significant step in the country's reindustrialization efforts and green industrial transformation [1] Group 1: Company Developments - The Douai super factory has an initial capacity of 10 GWh, which will supply batteries for international automotive giants like Renault, fulfilling the battery needs for 200,000 electric vehicles [1] - French President Macron attended the inauguration, highlighting the factory as a flagship project for France's reindustrialization [1] Group 2: Industry Impact - The establishment of the factory is expected to drive the green industrial transition in the region and alter the local development landscape [1]

Group 1 - The core focus of Wujiang is to achieve the "356" goal of new industrialization, emphasizing high-end textiles, new materials, new generation information technology, digital economy, new energy, and green low-carbon initiatives [1] - Wujiang aims to strengthen its four trillion-level industrial advantages and seize new opportunities in third-generation semiconductors, artificial intelligence, and low-altitude manufacturing [1] - The region has established a collaborative innovation ecosystem involving leading enterprises, research institutions, and various innovation entities, resulting in the formation of several task-oriented innovation alliances and benchmark incubators [1] Group 2 - Wujiang has cultivated 12 manufacturing champions and 77 national specialized and innovative "little giant" enterprises, leading the city in these categories [1] - The government plans to enhance the cultivation of technology-leading enterprises, unicorns, gazelles, and high-tech enterprises, aiming to exceed 15 national manufacturing champions and 100 specialized "little giant" enterprises [1] - Investment in research and experimental development is projected to exceed 11 billion yuan, with industrial technological transformation investments surpassing 18 billion yuan [1] Group 3 - To promote the deep integration of "hard manufacturing" and "soft manufacturing," Wujiang will implement a three-year plan to double modern service industries, focusing on R&D design, technology finance, information technology services, and certification [2] - The development of the Suzhou Bay Central Business District is a priority, aiming to transform manufacturing advantages into service industry strengths [2] - Wujiang seeks to create a high-quality development cluster for modern service industries [2]

证券研究报告 宏观 "再平衡"中孕育新机遇 我们维持今年实际 GDP 增长 5%左右的判断不变，名义 GDP、尤其是名义 内需增长有望比去年小幅回升，主要受地产、租金及国内服务业价格降幅收 窄推动。2025 年 2-4 季度的总需求增长路径总体平稳，但内外需动能转换 加剧：内需增长有望逐季回升。而外需对总需求的实际贡献有序下降，但油 价大幅下跌可能推动贸易顺差扩张。价格指数层面，油价和食品价格形成拖 累，但中下游物价和利润率有望企稳、局部回升。 除了周期自身的规律外，我们对 2025 中国增长"达标"（5%）的预测也基 于对海内外政策"基准情形"的一些预判：① 美国对全球加征关税水平在 15%左右，对华加征关税在 30-40%之间；② 财政政策从此前实际偏紧的 立场转向温和宽松，全年中央+地方财政支出增长有望高于名义 GDP，广义 财政政策多措并举稳增长；③ 货币政策小幅宽松，进一步降准降息仍有空 间，但幅度较小；同时，结构性货币政策持续发力，市场流动性保持宽松。 华泰研究 2025 年 6 月 03 日│中国内地 中期策略 中国 2025 年下半年宏观展望 1. 复盘 2025 以来宏观走势：惊喜、挑战与机 ...

来源：环球网 ·1-4月新增家装消费品133.2万种 智能家居爆发式增长 ·1-4月中国家具行业经济运行简报出炉 ·第29届中国国际厨房卫浴设施展览会开幕 ·红星美凯龙拟设立17.68亿元资产支持专项计划 ·一起装修网2万平方米旗舰店开业 ·志邦推出"全维健康家"2025整家健康标准体系 ·未分配利润亏4.52亿 悦心健康拟2.14亿公积金"填坑" ·《胡润全球陶瓷榜》放榜：中国7家陶企上榜 ·南康家具品牌运营中心项目开工 总投资20亿元 ·金牌家居首家海外共享大店落地马来西亚 ·梦百合里境VALUE首店开业 ·欧派家居："国补"促进合同负债增长 继续拓展存量房业务 ·万华生态新家装集团落子成都 推出绿色工业化定制整装 ·舒达智能床与天猫精灵全屋智能达成战略合作 5月27日，第29届中国国际厨房、卫浴设施展览会（KBC2025）在上海举办，本届展会以"新时代、新厨 卫、新体验"为主题，围绕"设计、高定、整装"三大主线，聚焦"集成、嵌入、绿色、互联、智慧、健 康、创新"等前沿趋势，汇聚了全球1300+一线品牌及细分领域头部企业，集中展示了集成化、智能 化、绿色健康等前沿技术与创新产品。 ·京东家装自营品牌重磅落 ...

Core Insights - The rise of ice cups in China is driven by a combination of consumer demand for convenience and affordability, with sales increasing significantly compared to previous years [1][3][11] - The trend originated from South Korea and has been successfully adapted in China, where brands like Luckin Coffee and Heytea have introduced competitive pricing for ice cups [1][3] - The shift in consumer behavior towards ice drinks, particularly among younger generations, has transformed ice cups into a social currency and a staple in summer consumption [5][11] Industry Dynamics - Ice cup production has become highly industrialized, with factories like Guangzhou Ice Lida producing up to 200,000 cups daily at a low cost of 1.2 yuan per cup, making home ice production less competitive [3][9] - The market for ice cups is characterized by a supply chain competition, where leading manufacturers are establishing barriers through economies of scale, impacting smaller brands significantly [9][11] - The environmental impact of ice cup packaging is raising concerns, with projections indicating that packaging waste could reach 50,000 tons by 2024, prompting some companies to explore biodegradable materials and recycling initiatives [9][11] Consumer Behavior - The demand for ice cups is largely driven by the need for convenience, with 91% of orders being for immediate consumption, highlighting a shift towards "minute-level retail" [11][13] - Younger consumers, particularly those born in the 90s and 00s, are leading the charge in ice drink consumption, contributing to 85% of sales [5][11] - The perception of ice cups has evolved from a luxury item to a standard commodity, with prices making them accessible to a broader audience, thus reflecting a trend towards affordable indulgence [11][13]