Group 1 - The core concept of Tianjin Electric Mall is to create an urban micro-vacation destination by integrating cultural experiences, themed consumption, and family interaction through an "all-domain consumption + immersive amusement matrix" model [1] - During the May Day holiday, the "Dream Maker Custom City" promotional event achieved significant results, with over 10,000 visitors and some products priced up to 40% lower than market prices [1] - The mall's new business model of "full-chain direct supply + scene experience" has led to a multi-dimensional breakthrough in consumer upgrades, particularly in smart home and customization services [1] Group 2 - The Antique Porcelain Trading Center at Tianjin Electric Mall launched a cross-national ceramic art appreciation event, showcasing treasures from renowned kilns and injecting new energy into the folk collection market through professional appraisal services [3] - The event has established itself as a large-scale cultural display and exchange platform in the southwestern region of Tianjin, relying on an online and offline integrated trading model [3] Group 3 - The "Power Workshop" four-wheel drive car theme event during the holiday attracted significant attention, with a 40% increase in foot traffic to the auto city and a 65% increase in the time families spent in the vehicle exhibition area [5] - This event successfully combined cultural experiences with consumption scenarios, enhancing customer engagement [5] Group 4 - The new tea drink brand "Lu Shang Ting Xi," which features a "new Chinese camping aesthetic," has become a phenomenon, attracting over 200 groups of customers daily, with 78% of visitors aged 18-35 [7] - Customers highly appreciated the visual expression that deconstructs traditional elements, indicating a strong intent to return [7] Group 5 - Tianjin Electric Mall has developed a diverse entertainment matrix, including various immersive experiences, achieving a 65% year-on-year increase in visitor numbers during the holiday [8] - The mall's strategy focuses on cultural IP incubation, technological empowerment, and scene innovation, leading to significant increases in overall foot traffic and sales during the May Day period [8] - The future strategy includes deepening the integration of commerce, travel, and culture, while continuing to introduce innovative business formats [8]

新华社沈阳5月7日电（记者于也童、刘艺淳）东北首个悬空光影跑道成为新晋"顶流"、毕加索艺术展单 日万人打卡、中医药夜市开启引流新玩法……这个"五一"，沈阳以"首发经济"破局。 5月1日至5日，沈阳市累计接待游客超一千万人次，同比增长21.65%。 根据第三方数据显示，"五一"假期，沈阳市文旅消费规模在全国排名第17。沈阳方城、沈阳市植物园、 辽宁省科学技术馆、辽宁省博物馆、沈阳工业博物馆、沈阳新乐遗址博物馆等24处重点监测场景接待游 客数量再创新高。 沈阳老北市里人流密集。新华社发 作为东北首个"体育+"大型商业综合体，沈阳环球港动感城于5月1日启幕，首日客流达10万人次，称得 上"首发即顶流"。"孩子听说这里能玩到20多项运动，早就盼着来打卡了。"沈阳市民杨洁说。 当浑河外滩的游船派对遇上辽宁中医药夜市，沈阳用"时空混搭"重构消费场景。中医药夜市开辟"把脉 +撸串"新体验，近200位专家坐镇打造"边养生边打卡"的新玩法。在中街、太原街、西塔美食街、北市 场、彩电塔夜市等夜经济街区，从特色小吃到饕餮大餐的"沈阳味道"吸引各地游客。有网友戏称："在 沈阳，白天玩转未来科技，深夜穿越千年文明。" "首发经济"为体 ...

Group 1 - The core idea of the articles highlights the integration of culture and tourism during the May Day holiday, with various cities promoting cultural consumption through innovative events and exhibitions [1][2] - The digital exhibition "Guan and His Friends" in Suzhou utilized advanced technologies like AI, AR, and VR to narrate the stories of traditional garments and local heritage, enhancing the cultural attributes of the area [1] - The collaboration between cultural and commercial entities, such as the integration of boat tours, digital exhibitions, and dining experiences, aims to boost consumer potential in Suzhou's historical districts [1] Group 2 - The tourism performance in ancient cities is being revitalized through cultural activation and innovative scene creation, leading to a shift from static sightseeing to dynamic experiences [2] - The development of night economy and diverse entertainment options in scenic areas is expected to encourage tourists to stay longer, thus enhancing overall tourism revenue [2] - The implementation of ancient city renewal plans is fostering a new consumption pattern that resonates with both historical significance and modern consumer behavior [2]

Core Viewpoint - The "Foreign Trade Quality Products" series of events in Shandong Province aims to boost holiday consumption through an innovative "tourism + foreign trade" model, showcasing high-quality international products from local exporters [1][3]. Group 1: Event Overview - The first event took place at Daming Lake in Jinan, with simultaneous activities in four other popular tourist areas, featuring 56 foreign trade companies and over a hundred international quality products [1][3]. - The event focuses on six key scenarios: entering scenic spots, business circles, pedestrian streets, government agencies, universities, and communities, offering direct supply of quality goods at local prices [3]. Group 2: Consumer Engagement - The main venue at Daming Lake included six themed areas with interactive experiences, attracting over 30,000 visitors on the first day, with promotional activities leading to a single-day visitor count exceeding 10,000 [5]. - Popular products included textiles and clothing, with significant interest from young tourists in domestic cultural and creative products, resulting in multiple group purchase intentions within just half a day [5]. Group 3: Future Plans - Shandong Province plans to hold 300 more "Foreign Trade Quality Products" events by the end of the year, aiming to expand 500 domestic sales outlets and cultivate 100 integrated demonstration enterprises [6]. - The initiative seeks to establish a long-term mechanism combining "scene integration + channel empowerment" to enhance the local economy [6].

为了保障场景创新工作的顺利推进，郫都区同步发布了《助力郫都区场景创新建设，推动产业高质量发 展10条扶持政策》，从多个维度为企业提供强有力的政策支持。 近年来，郫都区始终坚持把增强科技创新能力摆在突出位置，强化政策支持、深化要素保障、优化营商 环境，促进科技创新的"关键变量"转化为高质量发展的"最大增量"，推动"双创基地"向"科创高地"跃 升。全区已聚集华为（西南）数字机器人创新中心、华为（四川）人工智能与智改数转创新推广中心等 市级以上研发机构和创新服务机构79个，为场景创新提供了坚实的技术支撑。 此次郫都区场景创新清单发布活动，通过精准的需求清单和有力的扶持政策，搭建起了产业创新的桥 梁，为区域经济的高质量发展奠定了坚实基础。未来，郫都区将持续深化场景创新工作，推动更多"创 新场景"转化为"产业实景"，在科技创新的道路上不断迈进，实现经济发展的新跨越。 企业端场景紧密围绕企业生产经营需求，助力企业降本增效和产业升级。德源街道东林村蒜稻基地蒜薹 机器人采摘研发场景针对传统蒜苔产业痛点，利用5G物联网和区块链溯源技术，大幅提升采摘效率和 产品品质；东方电气（成都）氢能科技有限公司的氢能生态场景，则是为打造氢能 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported a revenue of 268.79 billion yuan for 2024, representing a year-on-year growth of 15.9%, with a net profit attributable to shareholders of 13.37 billion yuan, up 22.0% year-on-year [4][5] - In Q1 2025, the company achieved a revenue of 61.79 billion yuan, a year-on-year increase of 17.9%, and a net profit of 3.04 billion yuan, up 23.2% year-on-year [4][5] - The company expects a net profit attributable to shareholders for the first half of 2025 to be between 6.48 billion and 6.75 billion yuan, reflecting a year-on-year growth of 20%-25% [4] Summary by Sections Financial Performance - In 2024, the company achieved a comprehensive gross margin of 10.4%, down from 11.6% in 2023, primarily due to losses from certain smart wearable products and short-term overcapacity in domestic production [5] - The gross margin for Q1 2025 improved to 11.2%, an increase of 0.4 percentage points year-on-year, attributed to continuous internal management improvements and cost optimization [5] Business Segments - The consumer electronics segment generated revenue of 224.09 billion yuan in 2024, maintaining rapid growth through a three-pronged strategy of "scene ecology, AI empowerment, and global collaboration" [6] - The communications segment reported revenue of 18.36 billion yuan in 2024, a year-on-year increase of 26.3%, driven by growth in component business [7] - The automotive segment achieved revenue of 13.76 billion yuan in 2024, a significant year-on-year growth of 48.7%, with expectations for continued high growth in 2025 [8] Profit Forecast - The company forecasts net profits attributable to shareholders of 17 billion yuan, 21.3 billion yuan, and 24.9 billion yuan for 2025, 2026, and 2027 respectively, with corresponding EPS of 2.34, 2.94, and 3.44 yuan per share [9][10]

Core Viewpoint - The seventh "Double Products Online Shopping Festival" will take place from April 28 to May 12, focusing on five major themes and three key activities [1] Group 1: Event Overview - The event is part of the "Shopping in China" series, emphasizing "Brand Quality, Enjoy Life" [1] - The festival will revolve around five themes: Quality E-commerce, Foreign Trade Quality Products, Scenario Innovation, Silk Road Cloud Products, and Digital Commerce Promoting Industry [1] - Three key activities will be organized during the festival [1]

Core Insights - The article highlights the successful integration of AI technology into traditional industries in Longgang, showcasing innovative products and applications that enhance operational efficiency and create new market opportunities [1][2]. Group 1: AI Integration and Innovations - Longgang-based company Guanxu Electronics has launched a groundbreaking product that enables Wi-Fi transmission in open headphones, supporting various AI applications such as voice note transcription, simultaneous translation, and voice replication [1]. - The rise of Longgang's intelligent manufacturing is evident through various AI-driven initiatives, including delivery robots by Yuhe Sen Technology and surgical robots by Jingfeng Medical, which enhance operational capabilities in logistics and healthcare [1]. - The film industry in Longgang has also benefited from AI, with the underwater robot developed by Fiyuan Technology being used to create stunning visuals in the submarine-themed movie "Dragon Action" [1]. Group 2: Government Initiatives and Support - Longgang has implemented action plans to foster AI application scenarios, including the "I Help Enterprises Build Scenarios" initiative and the establishment of an AI application demonstration zone, which aims to create a conducive environment for new industries [2]. - The district has introduced a service system combining policy, scenarios, and resources to assist companies in matching market needs, exemplified by the successful collaboration between Yuhe Sen and a chemical giant, resulting in a contract worth nearly 20 million yuan for mobile robots [2]. Group 3: Future Goals and Industry Growth - Longgang aims to establish at least 10 benchmark scenarios within a year and 100 innovative application scenarios within two years, with plans to facilitate scenario matching for over 1,000 enterprises annually [3]. - The region's strong industrial base, with over 94,000 business entities and 54,000 companies, positions it well for deep integration of AI and traditional manufacturing, driving structural upgrades and fostering innovation [4].

Core Insights - Chengdu has launched various activities to promote the release of 484 scene demands and 119 capability supplies over the past month, focusing on key areas such as low-altitude economy, artificial intelligence, and initial public offerings [1][2][3] - The city plans to continue releasing more scene demand lists and explore the establishment of a lifecycle management platform for scene demand (supply) projects to track the implementation of published scenes and make timely adjustments [1][3] Group 1 - Chengdu's recent activities have resulted in the publication of a significant number of scene innovation opportunity lists, with a focus on urban economic development [1] - The "AI Water Chief Expert" has garnered attention at the recent water technology scene innovation opportunity list release, aiming to integrate local models and provide comprehensive services for intelligent water management [1] - The urgency behind these initiatives is driven by the 2025 government work report, which emphasizes large-scale application demonstrations of new technologies, products, and scenes [1] Group 2 - Technology companies have found immediate opportunities in the released lists, such as Chengdu Yuefan Innovation Technology Co., which has aligned its delivery robot project with the newly published "New Chuan Heart Robot Park Intelligent Delivery Scene" [2] - Successful trials have been conducted for low-altitude logistics routes, enabling faster delivery of imported goods like salmon and cherries to local markets [2] - Chengdu's development reform commission is adopting innovative policies to support technology enterprises, drawing lessons from successful regions like Shenzhen, to transform scene applications from optional to essential [2][3]

人工智能技术的进步可谓一日千里。"人工智能+"材料科学已成为重要的交叉学科方向。中国工程院院士干勇认 为，人工智能将重塑材料研发过程，材料会逆向生成；此外，场景创新已成为推动人工智能与实体经济深度融合 的关键力量。谷歌、微软、Meta和字节跳动等科技巨头纷纷发力，布局相同的技术路线：通过理论计算获取材料 科学数据，通过高通量计算生产海量此类数据，再将数据"反哺"给人工智能模型，借助模型推理未知材料的性 能。 数据是人工智能起飞的助推剂 数据是人工智能起飞的助推剂，数据的多少和质量高低直接影响人工智能的预测水平。干勇提出，必须首先解决数 据够用与好用的问题，才能释放人工智能巨大潜力。高通量制备与表征是快速获得大量材料实验数据的关键技术， 实验数据尤为稀缺，应通过标准化建设，使数据适合人工智能的要求，即"AI ready"。 在"人工智能+"材料科学的发展中，数据同样是重中之重。干勇强调，生产数据库，特别是建设具有行业支撑作用的 数据集，是一场无法规避的"硬仗"，但这也会成为未来产业的一座"金山"。此外，要建立材料全生命周期综合研究 评价设施。基于多场环境全生命周期测试数据，研究材料失效机制和全寿命失效机理，开发 ...