Core Insights - The Huishan Economic and Technological Development Zone is experiencing significant growth in various industries, particularly in robotics, healthcare, and advanced manufacturing, showcasing its strong investment attraction capabilities [1][2][3]. Investment and Economic Development - In the past year, Huishan Economic Zone has attracted 22 projects with investments exceeding 100 million yuan, totaling an expected investment of 183 billion yuan [2]. - Since 2022, the zone has successfully landed 103 projects with total investments surpassing 824 billion yuan [2]. - The establishment of a market-oriented state-owned investment company has facilitated the signing of 10 projects worth nearly 3 billion yuan upon its inception [2]. Industry Growth and Innovation - The zone has developed a robust industrial framework with four main sectors: new energy, biomedicine, automotive components, and high-end equipment, generating an annual output value of 146 billion yuan [3][6]. - Star Drive Technology, a notable project, achieved a remarkable timeline from signing to production within a year, highlighting the zone's efficient investment environment [4]. Emerging Technologies and Future Industries - The Huishan Economic Zone is focusing on future industries such as artificial intelligence, humanoid robots, quantum technology, and hydrogen energy, with 78 projects expected to attract over 245 billion yuan in investments [7][8]. - The Huishan Cloud International Intelligent Computing Center has been recognized as a leading project in Jiangsu Province, with a computing power scale of 1000 PFlops [8][9]. Notable Companies and Projects - Companies like Times Angel, a leader in orthodontics, and the Hongguang Optoelectronics Industrial Base, are contributing to the zone's industrial strength [5][6]. - The domestic first eldercare robot, "Big Head A Liang," has undergone five generations of upgrades, showcasing the zone's commitment to innovation in robotics [7].

6月27日，中国人工智能创新大会在武汉举行。此次会上发布了2025福布斯中国"人工智能科技企业TOP 50"主榜单以及"人工智能创新技术企业""人工智能创新场景应用企业"等四大子榜单。证券时报记者从 现场了解到，入选企业的一个显著特征是技术的多元分化。 创新集群阶梯崛起 根据榜单，上海以21家入选企业领跑全国，从商汤科技的视觉识别到阶跃星辰的基座大模型，上海企业 呈现出明显的"硬科技+国际化"特质，目前与人工智能结合最为紧密的制造业场景包括新能源汽车、生 物医药、机器人、半导体集成电路等。北京14家获奖企业中，寒武纪的AI芯片与智谱清言的通用大模 型，则延续了中关村"技术原创性"的基因。 福布斯中国表示，这种"大象起舞"与"蚂蚁雄兵"并存的格局，恰恰反映了AI产业特有的活力，既需要长 期投入的基础研发，也离不开敏捷迭代的场景创新。 记者注意到，在入选的所有企业中，有20家企业已上市，上市企业约占25%。 福布斯中国分析称，这一结构特征揭示了人工智能产业作为典型的技术驱动型产业，技术迭代与场景创 新往往取决于技术创新动能，对于既有业务规模的依赖相对较小。非上市企业占比达75%的现状，也印 证了行业创新动能并未被 ...

袁冰介绍，在产业创新赛道上，四川将鼓励成都以科技创新为引擎，在人工智能、低空经济、生物医药 等新兴领域加速奔跑，大胆前瞻布局量子科技、脑机接口等充满想象空间的产业新赛道。不仅如此，还 将助力成都打造一批智能终端、无人机等领域的"爆款产品"，同时推动高水平产业技术创新平台建设， 激发新技术新产业的创新活力，让企业不断实现技术升级、产品焕新。 在区域协同发展方面，成都将发挥更大作用。四川支持成都与其他市（州）携手，建立区域产业布局协 调机制，推广"总部+生产基地"等模式，构建"研发在成都、制造在其他市（州）"的产业协作格局，带 动各地开展技术攻关，实现协同共赢。四川鼓励成都承担更多国家产业基础再造等行动任务，加快完成 国家先进制造业集群培育，推动重点产业园区改革创新，向着建设具有特色优势的世界级产业集群目标 迈进。 在提升优势能级方面，四川将全力支持成都深耕"建圈强链"生态。助力成都构建现代化产业体系，推动 重点产业链高质量发展，拓展产业新版图。支持成都科创生态岛先行先试，实现"创新链、产业链、资 金链、人才链"深度融合，同时助力企业成长，鼓励工业企业"上规、上市、上榜、上云"，不断强链、 补链、延链。 （文章来 ...

通信行业 2025 年 6 月 27 日 分析师：陈伟光 S0340520060001 电话：0769-22119430 邮箱： chenweiguang@dgzq.com.cn 周 报 分析师：罗炜斌 S0340521020001 电话：0769-22110619 邮箱：luoweibin@dgzq.com.cn S0340524070002 电话：0769-22119302 邮箱： chenzhanqian@dgzq.com.cn 资料来源：东莞证券研究所，iFind 相关报告 超配（维持） 通信行业双周报（2025/6/13-2025/6/26） 行 业 我国前 5 个月通信业电信业务收入累计完成 7488 亿元 投资要点： 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 SAC 执业证书编号： 通信行业指数近两周涨跌幅：申万通信板块近2周（6/13-6/26）累计上 涨4.14%，跑赢沪深300指数2.75个百分点，涨幅在31个申万一级行业中 位列第4位；申万通信板块6月累计上涨10.01%，跑赢沪深 ...

添加文末微信，加 绿氢 群 势银（Trendbank）绿色能源事业部研究团队始终保持对行业动态的密切跟踪，针对氢能产业制储 运加用等方面进行分析研判。势银分析师定期或不定期地与产业链企业紧密互通，掌握最新的项目 动态、新品情况、技术发展趋势、交付信息等，并形成氢能产业月度报告及分析师观点，旨在为业 内各方参与者提供行业最新动态进展与决策参考。 月报交付时间：次月10日-15日 "宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 交付形式：PDF月报 目 录 1、电解水制氢行业动态 4、燃料电池行业动态 示 例 1.1ALK电解水制氢行业动态 1.2PEM电解水制氢行业动态 1.3AEM电解水制氢行业动态 2、绿氢项目及下游消纳动态 2.1 绿氢项目动态 2.2 绿醇项目动态 2.3 SAF项目动态 3、氢储运&加氢站行业动态 4.1 燃料电池系统及配套情况 4.2 燃料电池系统订单详情 4.3 燃料电 ...

Market Overview - The Shanghai Composite Index fell by 0.22% to close at 3448.45 points, with a high of 3462.75 points during the day [1] - The Shenzhen Component Index decreased by 0.48% to 10343.48 points, reaching a peak of 10440.73 points [1] - The ChiNext Index dropped by 0.66% to 2114.43 points, with a maximum of 2142.21 points [1] ETF Market Performance - The median return of stock ETFs was -0.32% [2] - The highest performing scale index ETF was the China Tai Zhong Zheng 2000 ETF with a return of 1.39% [2] - The highest performing industry index ETF was the Penghua Zhong Zheng Bank ETF with a return of 1.35% [2] - The highest performing thematic index ETF was the Fortune China Zhong Zheng Communication Equipment Thematic ETF with a return of 1.83% [2] ETF Gain and Loss Rankings - The top three ETFs by gain were: - Fortune China Zhong Zheng Communication Equipment Thematic ETF (1.83%) - Xinhua China Zhong Zheng Cloud Computing 50 ETF (1.64%) - Ping An China Zhong Zheng Hu Shen Hong Kong Gold Industry ETF (1.44%) [4] - The top three ETFs by loss were: - Penghua Zhong Zheng 800 ETF (-2.67%) - Huatai Bai Rui Zhong Zheng All Index Securities Company ETF (-2.24%) - Pu Yin An Sheng Zhong Zheng Securities Company 30 ETF (-2.11%) [4] ETF Fund Flow - The top three ETFs by fund inflow were: - Huatai Bai Rui Zhong Zheng A500 ETF (inflow of 2.055 billion yuan) - Huabao Zhong Zheng Bank ETF (inflow of 493 million yuan) - Jiashi Zhong Zheng A500 ETF (inflow of 454 million yuan) [6] - The top three ETFs by fund outflow were: - Huabao Zhong Zheng All Index Securities Company ETF (outflow of 738 million yuan) - Huaxia Shanghai 50 ETF (outflow of 718 million yuan) - Southern Zhong Zheng 500 ETF (outflow of 527 million yuan) [6] ETF Margin Trading Overview - The top three ETFs by margin buying were: - Huaxia Shanghai Science and Technology Innovation Board 50 Component ETF (709 million yuan) - Yi Fang Da Chi Next ETF (315 million yuan) - Guotai Junan Zhong Zheng All Index Securities Company ETF (281 million yuan) [8] - The top three ETFs by margin selling were: - Southern Zhong Zheng 500 ETF (33.58 million yuan) - Huatai Bai Rui Shanghai 300 ETF (15.90 million yuan) - Fortune China Zhong Zheng A500 ETF (9.75 million yuan) [8] Institutional Insights - Galaxy Securities suggests that the current market is at the bottom of AI expectations, with a recovery in the AI computing power industry chain expected to create new investment opportunities [9] - Guoyuan Securities highlights the increasing demand for basic hardware required for data centers, suggesting a focus on the computing power industry chain and the expansion of the data center hardware market [10]

记者 黄敏 投资快报记者获悉，6月26日，由中国银行广东省分行与南方日报联合主办的"中银·南方金融大讲坛"首 期活动在广州举行，活动以"谋新局 起新势——全球变局下的大湾区新机遇"为主题。中国银行广东省 分行党委书记柯建勋表示，这是中行主动融入地方经济社会发展大局、深度参与粤港澳大湾区建设所作 出的积极行动。接下来，广东中行将继续锚定粤港澳大湾区"一点两地"全新定位，致力于为广大客户提 供更加专业、更为精准、更高质量的产品服务；以金融大讲坛为平台，以金融智库为触角，进一步拓展 与社会各界交流合作的深度与广度，为广东高质量发展贡献更大金融力量。 活动当天，中国银行广东省分行交易银行部负责人宣讲了《中国银行广东省分行跨境金融综合服务方 案》。该方案聚焦粤港澳大湾区企业"走出去""引进来"过程中的多元金融需求，围绕跨境资金管理、跨 境投融资、跨境资金保值增值等关键场景，提供系统化、专业化、定制化的解决方案，旨在以全球化服 务网络、本地化服务能力和跨境金融优势，为企业稳中求进、拓展国际市场提供有力金融支撑。 广东省委金融办公室、人民银行广东省分行、广东省商务厅、广东省发展改革委等部门代表，以及来自 重点企业、研究机构 ...

Core Insights - The conference focused on exploring key technologies and innovative applications in fields such as intelligent computing, low-altitude economy, security, and quantum technology to promote high-quality development of the digital industry [1][5]. Group 1: Technological Innovations - China Telecom Anhui Company announced its latest technological achievements in quantum communication, digital security protection, and low-altitude economy during the conference [3][5]. - The company introduced a comprehensive AI-enabled product service system for the low-altitude economy, structured as "1+1+3+N" AI+FaaS (Fly as a Service) [5]. - New products in the quantum encryption field were launched, including quantum cloud seals and OTN quantum encryption dedicated lines [5]. Group 2: Strategic Collaborations - China Telecom Anhui Company signed strategic cooperation agreements with 14 leading domestic manufacturers, including Huawei and ZTE, to create an innovative development ecosystem [5][7]. - The conference also saw the establishment of the "Artificial Intelligence Anhui Joint Innovation Center" and the "Fuyang Cybersecurity Practice Center," indicating a commitment to resource integration and technological complementarity [7][9]. Group 3: Future Directions - China Telecom Anhui Company aims to leverage its advantages in technological innovation and industry chain integration to accelerate the formation of digital industry capabilities [9]. - The company is focused on promoting multi-industry integration and upgrading industries to contribute to the high-quality development of Anhui's digital industry [9].

原子钟的精准计时，让手机导航的定位误差缩小到米级；量子成像技术，让医生能更清晰地看到人体内 部结构，提高诊断准确率……原本遥不可及的量子科技，正逐步融入日常生活。 来源：科技日报 本报记者 俞慧友 "湖南湘江新区（长沙高新区）正全力加速推动量子科技从实验室迈向应用场。"湖南湘江新区（长沙高 新区）管委会副主任王先民近日向科技日报记者介绍，新区量子产业已初具规模。 长期深耕量子技术研发的湖南，正以厚积薄发之势，推动量子科技实现从技术到产业的跨越。 竞逐量子科技新赛道 近年来，湖南已形成"成长有平台，发展有人才"的量子领域新格局，并不断加速科技成果转化。 以湖南湘江新区（长沙高新区）为例，在量子测量方面，长沙量子测量产业技术研究院等高能级平台围 绕光腔锁频仪、动态重力仪等关键技术展开攻关。当下，"长沙造"量子绝对重力仪测量精度达国际先进 水平，并已实现量产。在量子通信领域，相关单位科研团队研发了达到国际领先水平的星地量子密钥分 发系统。在量子计算方面，湖南大学相关科研团队在量子算法领域取得重要突破。 王先民表示，下一步，湖南湘江新区（长沙高新区）计划依托世界计算·长沙智谷打造量子产业园，持 续优化营商环境，为企业 ...

Group 1 - The Hong Kong SAR government released the "Hong Kong Digital Asset Development Policy Declaration 2.0," aiming to establish Hong Kong as a global innovation center in the digital asset field [1] - The new policy declaration builds on the first declaration from October 2022, emphasizing the government's vision for digital asset development and the practical application of tokenization [1] - The declaration aims to create a robust digital asset ecosystem that integrates with the real economy and social life, reinforcing Hong Kong's position as an international financial center [1] Group 2 - The National Financial Regulatory Administration and the People's Bank of China jointly issued the "Implementation Plan for High-Quality Development of Inclusive Finance," targeting the establishment of a high-quality inclusive financial system within five years [2] - The plan focuses on optimizing the inclusive financial service system, enhancing the inclusive credit system, and strengthening the inclusive insurance system to support private enterprises [2] Group 3 - China Mobile is seeking nationwide partners for the "RWA Ecological Cooperation" initiative to promote the digitalization and capitalization of real-world assets (RWA) [3] - The initiative will select 20 units to form the "RWA Joint Laboratory," focusing on data resource integration, technology research and development, and funding support [3] Group 4 - The Ministry of Commerce announced plans to implement an integrated action for domestic and foreign trade, aiming to cultivate leading enterprises in this area [4] - The ministry will host over 330 events for foreign trade promotion and enhance policy support for enterprises facing difficulties [4] Group 5 - The National Development and Reform Commission plans to implement a loan interest subsidy policy for equipment updates to reduce financing costs for businesses [5] - The sales of related products for the "old-for-new" policy have exceeded 1.4 trillion yuan this year [5] Group 6 - The National Medical Insurance Administration has included a commercial health insurance innovation drug directory in the 2025 adjustment plan, highlighting the growing role of commercial health insurance in the multi-tiered medical security system [6] Group 7 - A new generation of domestically developed CPU, the Longxin 3C6000, was released, which does not rely on any foreign supply chains and meets various computing needs [7][8] Group 8 - The Central and State Offices issued opinions to advance flood control reservoir construction and improve the flood control engineering system [9] Group 9 - The National Development and Reform Commission announced additional central budget investments to support local implementation of labor substitution projects, aiming to address employment and income issues for key groups [10] Group 10 - Shanghai is focusing on industries such as cell and gene therapy, quantum technology, and 6G, aiming to enhance its technological innovation and research capabilities [11]