Group 1: Event Overview - The 2025 Yunqi Conference will be held from September 24 to 26, focusing on AI software products and hardware infrastructure, with highlights including new models and Agent applications [2][3] - Alibaba Cloud will showcase capabilities such as large-scale clusters, distributed training, and inference acceleration, along with a high-density AI server supporting 144 computing nodes [2][3] Group 2: Software Developments - Several companies in the Alibaba Cloud ecosystem are actively developing intelligent agent solutions across various sectors, including finance, government, and healthcare [3] - New Zhiyuan Software has launched applications in finance, enterprise services, and automotive sectors, focusing on marketing, product verification, and legal assistance [4][5] - Zhongke Software is advancing AI applications in insurance, government, and healthcare, including intelligent marketing platforms and AI-assisted legal tools [5] Group 3: Hardware Developments - Alibaba Group's capital expenditure on AI and cloud infrastructure reached 38.6 billion yuan in Q1 2026, a 220% year-on-year increase, indicating significant investment in AI capabilities [6] - Chip manufacturers like Chipone are collaborating with RISC-V leaders, with over 10 RISC-V chip designs adopted by major suppliers [6][7] - Data center companies are expanding their infrastructure, with Data Port establishing 35 data centers across key regions, aligning with national data center planning [7]

Major Developments - Weimob Group (02013) has established Weimob Overseas and become the exclusive strategic partner of Genstore.ai in China [1] - Postal Savings Bank of China (01658) plans to absorb and merge its wholly-owned subsidiary Postal Huijia Bank [1] - Xixiang Group (02473) has reached a strategic cooperation intention with Smart Donkey to jointly create high-value urban delivery solutions [1] - Jiufang Zhitu Holdings (09636) has subscribed to shares of EXIO Group Limited to accelerate the layout and market expansion of overseas digital asset business [1] - Fubo Group (03738) plans to issue zero-coupon convertible bonds worth HKD 1.6 billion due in 2026 to enhance AIGC and RWA business [1] - Tencent Holdings (00700) has completed the issuance of HKD 9 billion notes [1] - Yuan Da Pharmaceutical (00512) has received a drug registration certificate for Quqianlian Injection (20ml: 50mg) [1] - Cathay Pacific Airways (00293) reported a 28% year-on-year increase in passenger volume for the first eight months [1] Buybacks and Shareholding Changes - Tencent Holdings (00700) repurchased 867,000 shares for HKD 550 million on September 23 [1] - Midea Group (00300) repurchased 2.72 million A-shares for HKD 200 million on September 23 [1] - Anta Sports (02020) repurchased 2.12 million shares for HKD 200 million on September 23 [1] - SF Holding (06936) spent approximately HKD 80.8 million to repurchase 202,000 A-shares on September 23 [1] - Wanka Yilian (01762) saw major shareholders Gao Dinan and Jiang Yu each increase their holdings by 200,000 shares [1] - China Software International (00354) received an increase of 1.5 million shares from major shareholder Chen Yuhong [1] - Zhejiang Shibao (01057) saw its controlling shareholder Shibao Holdings reduce its stake in the company by 1.5% [1]

进入秋冬换季前夕，小红书上火热的词条，不再是"哪家打折最多"，而是"羊绒打底推荐""防水羽绒轻便感测评""纯棉穿搭不显胖"。 当代消费者比谁都懂：什么样的棉不会缩水，什么样的羽绒不显臃肿，什么样的羊绒穿一次不会起球。新一代的"追新"，早已从猎奇转向理性，从设计感 转向材质感和舒适感。他们愿意为新品买单，但前提是——值得。 消费者越来越专业，那平台能不能跟上？ 来源：36氪 京东新品，打出一张时尚牌。 9月，一场围绕材质价值、审美表达与技术张力的新品营销活动在京东APP首页"新品"频道上线。这是由京东新品团队联合JD FASHION打造的首个新品营 销大事件。 用户买单的结果是"眼前一亮"的级别。 9月10日至9月16日，此次京东新品 X JD FASHION新品营销活动上线一周内，整场新品销售额环比增长近两倍，众多服饰大牌更是交出亮眼的成绩单：凯 乐石新品成交增长近32倍；蕉内新品成交额暴涨12倍；鄂尔多斯新品成交额飙升近13倍；波司登新品成交额狂增近4倍。 消费者看到的是一条又一条的新品精准推荐，而品牌方看到的，则是一整套从新品预热到转化、再到复购的新品成长路径。这次服饰品类的新品营销活动 不只是一次秋冬新 ...

以下文章来源于刺猬公社 ，作者刺猬公社编辑部 刺猬公社 . 互联网内容行业观察与研究 抖音vlog， 正成为一部部自制穿越短剧。 文 ｜ 毛巾 编辑 ｜ 园长 来源｜ 刺猬公社（ID：ciweigongshe） 封面来源 ｜ @南瓜菌、 Vlog 用来记录真实生活的时代，可能要一去不复返了。 在 AI 的加持下，最近抖音上的V log 已经渐渐脱离了当下的时空，而成了一部部穿越短剧 —— 你能跟随唐僧师徒去西天取经，像追更一样追完八十一 难；也能亲历赤壁之战，和曹操一同在华容道上逃亡；也可以去往苏轼写《记承天寺夜游》的现场，看看张怀民到底醒没醒。 在 AIGC 内容风靡一时的今天，这称不上是一次影像革命。但 AI vlog 的出现至少让人们看到：我们日复一日生产的真实内容生态，能被模仿者"复现"几 成？ 取经路上，每天都有vlog更新。图源抖音@南瓜菌、 重生之我也可以是吴承恩 吴承恩离世时可能想过，也许经过后人的续写，他写的西游记将不止于一百回。但他一定没有料到，师徒四人在新时代的长征路上，居然人手拿了一个自 拍杆。 " 家人们谁懂啊，现在是西天取经的第 996 天，刚把师傅从妖怪嘴里救出来就又出发了。 " ...

根据公告，本次交易收购方由中昊芯英、海南芯繁企业管理合伙企业(有限合伙)(简称"海南芯繁")与自然人方东晖三方组成，合计出资金额超21亿元。其 中，中昊芯英作为出资主体，承担约9.65亿元收购资金，海南芯繁出资约3.95亿元，方东晖则出资约7.64亿元。 全部交易完成后，中昊芯英、海南芯繁将分别持有天普控股30.52%、19.49%的股份，合计持股达到50.01%，公司原实际控制人尤建义持股比例降至 25%。 中昊芯英实际控制人杨龚轶凡由此控制天普控股，并通过天普控股控制上市公司，杨龚轶凡成为天普股份新的实际控制人。此外，自然人方东晖也将持有 天普控股24.99%的股份。 公开资料显示，中昊芯英成立于2020年10月，由前谷歌TPU核心研发团队负责人杨龚轶凡联合海外顶尖科技专家共同创立，杨龚轶凡担任董事长兼总经 理。 该公司致力于为AIGC(人工智能生成内容)时代的超大规模AI(人工智能)大模型计算提供高性能AI芯片与计算集群，掌握TPU(张量处理器)架构AI芯片的核 心技术并实现芯片量产，2023年至今，中昊芯英完成了9轮融资，最新一轮融资后，中昊芯英的估值为44.12亿元。 再停牌核查！ 9月23日晚间， ...

再停牌核查！ 9月23日晚间，天普股份（605255）发布公告称，公司股票自2025年8月22日至9月23日连续15个交易日涨停，累计上涨317.72%，严重脱离公司基本 面。公司已就近期股票交易波动情况进行停牌核查，将于2025年9月24日开市起停牌，自披露核查公告后复牌。这已经是公司股票第3次停牌核查。 当天，天普股份股价再度涨停，已经连续15个交易日涨停。最新股价报111.28元/股，总市值149亿元。 天普股份股价此番大涨缘于一份要约收购。8月21日晚间，天普股份发布公告，中昊芯英（杭州）科技有限公司（下称" 中昊芯英 "）等为主体，拟通过股权 转让、增资控股股东、全面要约收购等一系列方式，取得天普股份控制权。 根据公告，本次交易收购方由中昊芯英、海南芯繁企业管理合伙企业（有限合伙）（简称"海南芯繁"）与自然人方东晖三方组成，合计出资金额超21亿元。 其中，中昊芯英作为出资主体，承担约9.65亿元收购资金，海南芯繁出资约3.95亿元，方东晖则出资约7.64亿元。 全部交易完成后，中昊芯英、海南芯繁将分别持有天普控股30.52%、19.49%的股份，合计持股达到50.01%，公司原实际控制人尤建义持股比 ...

Group 1: Forum Overview - The 2025 Beijing Cultural Forum focused on the deep integration of the audiovisual industry and new technologies, gathering over 500 industry leaders and experts from 17 countries to explore innovative development paths [1] - The forum included a project launch for the TV series "Liujin," showcasing the innovative spirit of Chinese people in Zhongguancun [1] Group 2: Success Stories in the Audiovisual Industry - The Chinese audiovisual industry has seen remarkable successes with the 3A game "Black Myth: Wukong," which sold over 30 million copies and generated over 10 billion yuan in sales, significantly boosting tourism and related industries [3][4] - The animated film "Nezha: Birth of the Demon Child" attracted 300 million viewers in 2025, becoming a new benchmark for Chinese animated films and ranking first in global animated film box office [3] Group 3: Impact of Technology on Content Creation - The rise of AIGC technology is driving transformative changes in audiovisual content, with platforms like Xiaohongshu reshaping content creation ecosystems [6] - AI is enabling new narrative styles and enhancing user experiences in short films, while also addressing production challenges [7] Group 4: Cultural Exchange and Collaboration - Representatives from various countries expressed a desire for enhanced cultural exchange and cooperation in the audiovisual sector, emphasizing the role of media in promoting cultural dialogue [8][10] - The Arab States Broadcasting Union is committed to strengthening partnerships with Chinese entities in the audiovisual field, supporting initiatives that showcase young filmmakers [8] Group 5: Perspectives on AI and Creativity - Experts highlighted the dual role of AI as a tool in the creative process, emphasizing the importance of human artists in finding meaning in their work [7][11] - The integration of AI in cultural production is seen as a means to empower communication and creativity, allowing for a new era of cross-cultural creators [10][11]

Core Viewpoint - The Fourth Global Digital Trade Expo highlights the transformative impact of AI on various industries, showcasing its evolution from a mere optimization tool to a core engine for restructuring industrial logic and enhancing operational efficiency [2][7][35]. Group 1: Event Overview - The expo will take place from September 25 to 29 in Hangzhou, covering a total area of 155,000 square meters with a focus on digital trade and AI integration [2]. - The event features a "Smart Future" theme area, emphasizing the comprehensive ecosystem of AI from foundational computing power to commercial applications [2][3]. Group 2: AI Industry Developments - AI is transitioning from laboratory research to large-scale commercial applications, with significant contributions from leading companies like Alibaba and Ant Group [3][10]. - The expo showcases a variety of AI applications, including autonomous robots and AI-driven security systems, indicating a shift towards practical, real-world implementations [6][15]. Group 3: Vertical Industry Empowerment - AI solutions are being integrated into various sectors, including agriculture, finance, and logistics, demonstrating significant advancements and benchmark cases [21][22][24]. - Innovations such as smart agricultural containers and digital finance solutions are highlighted, showcasing China's influence in global digital agriculture and financial technology [21][22]. Group 4: AIGC and Cultural Production - AIGC is evolving from a mere efficiency tool to a new productive force in cultural export and cross-border trade, transforming content creation and distribution [37][46]. - The expo features applications of AIGC in areas like online literature, short dramas, and gaming, indicating a shift towards intelligent and automated content production [38][40]. Group 5: AI Infrastructure and Global Competition - The expo emphasizes China's advancements in AI infrastructure, including computing power and chip technology, which are crucial for supporting robust AI applications [53][54]. - International collaboration is highlighted, with significant procurement interest from 23 countries, showcasing China's role in the global AI landscape [54][55]. Group 6: Conclusion - The expo illustrates that AI has moved beyond conceptual stages to become a key production factor, driving substantial industrial transformation across various sectors [57][59]. - The event serves as a platform for showcasing China's comprehensive capabilities in AI technology and its applications, reinforcing its position as a leader in the global digital economy [58][59].

1.【现代汽车将于明年推出首款后驱豪华混合动力车】现代汽车日前在美国举办2025 CEO投资者大 会，并公布中长期战略。在发布的中长期战略规划中，现代汽车计划将从明年起陆续推出混合动力 （HEV）、纯电动（EV）、增程式电动车（EREV）和氢燃料电池（FCVC）车型；明年还将推出集 团首款基于后轮驱动架构的豪华混合动力车，并陆续开发入门级混动车型。（界面新闻） 2. 【长安汽车朱华荣：长安人事调整有多方考量，未来各事业品牌独立经营】阿维塔战略2.0近日正 式发布。此前长安汽车副总裁王辉已接棒朱华荣出任阿维塔科技董事长，全面统筹阿维塔科技战略规 划与决策、经营管理、全球业务等工作。长安汽车董事长朱华荣对此回应了近期长安汽车的一系列人 事调整，他表示这是基于多方面考量，未来各事业品牌、事业部要独立经营。（新京报） 3.【捷豹路虎：受网络安全事件影响，停产延长至10月1日】捷豹路虎（Jaguar Land Rover）9月 23日声明称，已通知员工、供应商及合作伙伴，因网络安全事件影响，将当前停产状态延长至2025 年10月1日。公司将在此期间制定分阶段恢复运营的时间表并持续推进调查工作。捷豹路虎于9月初 发现这一 ...

近年来，广西广电网络公司深入贯彻落实国家"人工智能+"战略及广西构建"北上广深研发+广西集成 +东盟应用"的跨境产业生态部署，坚持以科技创新为核心驱动力，积极推进人工智能技术与视听传 媒、文化出口、基础设施等领域的深度融合，以人工智能创新赋能企业转型升级。 在拓展东盟市场方面，该公司积极加强与东盟国家的人工智能交流合作，打造集技术研发、内容创作、 人才培养于一体的"AIGC产能矩阵试验基地"，通过承接真实订单的"实战练兵"模式，推动技术—内容 —渠道一体化落地。参股子公司华丽播公司参加"AI智能直播分析技术"项目跻身东盟"AI+跨境电商"大 赛，并在第22届中国—东盟博览会上亮相"东盟语种视听译制平台""东盟语种主播实训系统"等多项科技 创新成果。 在基础设施与智慧服务升级方面，"广西广电网络超高清端到端升级项目"等2个项目入选第四批国家广 播电视和网络视听产业发展项目库，将实现有线接入网的数字化转型和光纤化迭代升级，可推动近160 万用户接入数字化、光纤化网络。 在构建创新生态与人才培养方面，公司成立由全国劳动模范詹永强为引领、12名资深技术能手和青年技 术骨干组成的劳模创新工作室，聚焦广播电视、5G通信、 ...