Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, leading to industrial upgrades and better meeting diverse consumer needs, marking the first consumer promotion policy document issued after the 20th National Congress of the Communist Party of China [1] Group 1: Policy Framework - The plan emphasizes the orderly development of new business models such as live e-commerce, instant retail, and circular e-commerce, encouraging platform enterprises to utilize AI technology to explore user needs and match products and services [3][4] - It highlights the strategic value of platform consumption in the context of the deepening digital economy, recognizing platforms as key hubs connecting consumption promotion and AI application innovation [3] Group 2: Technological Integration - The plan encourages the use of AI to capture consumer demands, addressing the pain points of consumption upgrades where supply often lags behind demand [4] - Platforms are evolving from simple transaction facilitators to intelligent supply-demand configuration centers, leveraging big data and deep learning to enhance matching efficiency [4][5] Group 3: Consumer Experience Enhancement - The support for technologies like virtual reality and the metaverse aims to create immersive shopping experiences, appealing particularly to younger consumers and stimulating new types of consumption [5] - Platforms serve not only as beneficiaries of AI technology but also as incubators for AI innovation, utilizing vast amounts of interaction data to train and refine AI models [5] Group 4: Compliance and Sustainability - The plan stresses the importance of legal compliance in AI utilization, requiring platforms to adhere to data security and personal privacy protections to avoid damaging consumer rights and industry reputation [6] Group 5: Economic Impact - With strong policy guidance, the potential for a new consumption era powered by AI is anticipated, which will achieve a higher level of dynamic balance between supply and demand, injecting robust technological momentum and consumer confidence into China's high-quality economic development [7]

Core Insights - The event "Towards New Action" focuses on empowering new productive forces through innovative scenarios in advanced fields such as embodied intelligence, commercial aerospace, and the metaverse [1][3][4] - The initiative aims to match scene demands with innovative supply, facilitating market, cooperation, funding, and scenario identification for enterprises [3][4] Group 1: Event Overview - The event was co-hosted by the Beijing Municipal Science and Technology Commission, Zhongguancun Science Park Management Committee, and Shijingshan District People's Government [3] - It is part of a broader effort to promote the construction of new technological scenarios in Beijing [3] Group 2: Key Projects and Collaborations - Several key engineering projects were launched, including a collaboration between China Electronics Technology Group Corporation and Zhongguancun Tongli Technology Service Co., Ltd. to build a smart network engineering center focused on 6G integration [6] - Another project involves the development of a domestic engine flight simulation digital twin gaming platform by Hangyu Rongkang and Zhuanguang Technology [6] Group 3: Focus Areas and Demands - The event highlighted specific technological demands, such as the need for multi-robot autonomous collaborative exploration in complex lunar environments [4] - The demand for constructing future digital street scenarios was also emphasized, aiming to integrate digital spaces into urban renewal and public service systems [4] Group 4: Policy Support and Framework - The event included a policy interpretation session regarding measures to support the construction of a future digital space innovation experimental zone in Beijing [3] - The measures propose systematic support paths in areas like scene openness, content creation, technology validation, application demonstration, and financial support [3]

"跨出一步是先烈，领先半步是先驱"这句话，在科技创新领域堪称是至理名言，远有摩托罗拉的卫星通 信项目铱星计划，近有Meta宏大的元宇宙愿景。 如今AI硬件领域的头部玩家Rabbit似乎也将步前辈的后尘，成为新的"先烈"。 01 不久前Rabbit创始人Jesse Lyu在接受采访时承认公司遭遇财务压力，原因是由于监管问题导致其进军印 度市场的计划受阻，使得公司财务预测遭遇"大幅偏差"，但不影响在2026年推出下一代AI硬件。可近日 一篇来自海外媒体的报道显示，Rabbit面临的财务困境或远超预期。 相关报道中显示，Rabbit的员工自今年7月以来就陷入了欠薪状态，以至于部分员工与外包团队不得不 用罢工来抗议。这似乎也解释了为何他们的首款产品Rabbit R1真正开始销售、并出现负面舆情时， Rabbit方面居然无动于衷。当时可能不是Rabbit不想扑灭负面舆论，而是内部动荡导致他们无暇他顾。 遥想一年前的CES，作为首批亮相的AI原生硬件，Rabbit R1成为了此次展会中最为耀眼的存在。彼时这 个售价仅199美元的橙色小方块号称要"取代所有App"，从而改变用户与应用程序的交互方式。Rabbit R1在开放 ...

Core Insights - The 2025 China (Zhejiang) Cross-Border E-commerce Import and Export Trade Fair has officially commenced, attracting global cross-border sellers, buyers, industry experts, and service providers to explore new opportunities in cross-border e-commerce [1][2] Group 1: Event Overview - The trade fair covers an exhibition area of 50,000 square meters, featuring over a thousand well-known domestic and international e-commerce platforms, service providers, and source factories [2] - The event includes five distinctive exhibition areas: Overseas Factory Area, Quality Industrial Belt and Supply Chain Area, Future Business Technology Ecosystem Area, Full-Chain Service Ecosystem Area, and Boutique Imported Goods Area, creating a comprehensive platform for cross-border e-commerce [2] Group 2: Exhibition Highlights - The A1 Hall showcases major international cross-border platforms like Shopee, Ozon, Walmart, and Trendyol, serving as a vital resource hub for merchants seeking to expand into overseas markets [4][6] - The B1 Hall integrates flagship platforms such as Alibaba International Station and AliExpress, providing a full-service ecosystem that includes financial payment, e-commerce training, and operational support for cross-border sellers [7][9] - The C1 Hall features cutting-edge technology applications, including generative AI and digital marketing, with innovative companies like Yushutech demonstrating significant advancements in automation [10][12] - The D1 Hall focuses on full-chain services for cross-border e-commerce, showcasing platforms like Amazon and logistics service providers, while also highlighting local industrial strengths [14][16] - The E1 Hall serves as a key display area for imported goods, featuring products like pet supplies and new energy vehicles, emphasizing the quality and appeal of imported items [16] Group 3: Conference and Discussions - The Global Cross-Border E-commerce Ecosystem Conference, held concurrently, featured discussions on the future of digital trade and cross-border e-commerce, with participation from industry leaders and experts [17][19] - The conference included thematic discussions on emerging markets and strategies for leveraging platforms like TikTok Shop to enhance sales during major promotional events [21]

Core Insights - The VR industry in China has reached a scale of over 100 billion yuan, with Jiangxi province alone generating over 110 billion yuan in revenue in 2024 [1] - The industry is currently in a critical growth phase, with a projected compound annual growth rate of 43.8% from 2022 to 2025, making it the fastest-growing VR market globally [2] - The rapid increase in the number of VR-related companies, exceeding 35,000, is driven by supportive government policies and a favorable investment environment [3] Industry Development - The VR industry is experiencing significant technological breakthroughs, expansion in applications, and increased capital investment [2] - Major regions for VR development in China include Beijing, Jiangxi, Guangdong, and the Yangtze River Delta, forming a core area for VR industry growth [2] - The government has set a target for the VR industry to exceed 350 billion yuan by 2026, indicating strong policy support for the sector [3] User Experience Challenges - Current VR devices face criticism for being heavy and uncomfortable, leading to issues such as dizziness and poor visual quality [5][6] - The industry struggles with a lack of high-quality content and natural interaction, which hampers user experience and limits market growth [6][7] - The high cost of VR devices, typically over 3,000 yuan, makes them less appealing to average consumers, restricting widespread adoption [5] Technological Limitations - The VR industry is hindered by reliance on imported key components, such as high-definition micro-OLED screens and specialized chips, which limits domestic innovation [7][8] - There is a pressing need for breakthroughs in technology to improve user experience and reduce the weight and cost of VR devices [7][10] - The industry is transitioning from a focus on hardware to a more integrated ecosystem that includes content and user experience [9][10] Future Outlook - The industry anticipates a significant growth spurt akin to the smartphone boom, with companies investing heavily in production capabilities [9] - Innovations in lightweight design and enhanced interaction capabilities are expected to drive the next generation of VR devices [10] - The establishment of experience points in urban areas is suggested to enhance public engagement and dispel misconceptions about VR technology [11]

NO.4 摩根士丹利：对资金持续流入中国市场保持信心 摩根士丹利中国首席股票策略师王滢11月25日发布最新报告，她表示，市场关于股票中长期可持续性的 讨论愈发激烈。"投资者似乎正专注于寻找看多中国市场的信号，但同时也对日益上升的市场波动感到 担忧。我们重申，对资金持续流入中国市场保持信心。若财政政策显著加码、全球贸易格局进一步改 善，我们将转向更积极立场。"她认为，若美国市场出现显著回调，这或是全球风险资产的重要外部风 险。但中国股市与美股相关性在全球主要市场中最低，在此情境下有望跑赢其他市场，A股市场尤其如 此。 NO.5 美国脑机接口公司获批开展首个长期临床试验 ｜2025年11月27日星期四｜ NO.1 新资金入市，第10只险资私募基金开始投资运作 阳光和远私募证券投资基金近日已在中国基金业协会备案，进入运作状态，这是第10只正式开始投资运 作的险资系私募证券基金。今年1月，阳光保险集团旗下的阳光人寿及阳光资产获金融监管总局批准以 契约制基金方式参与保险资金长期投资试点，开展长期股票投资，获批规模200亿元。 NO.2 工信部等六部门：有序发展平台消费、发展直播电商等新业态 11月26日，工业和信息化部 ...

11月26日，工业和信息化部、国家发展改革委等六部门印发《关于增强消费品供需适配性进一步促进消 费的实施方案》。其中提到，有序发展平台消费。有序发展直播电商、即时零售、策展零售、循环电商 等新业态。鼓励平台企业依法合规利用人工智能技术挖掘用户需求，匹配推送产品和服务。支持平台企 业应用虚拟现实、元宇宙、人工智能、区块链等数智技术，打造多场景、沉浸式消费体验。引导平台企 业开展品牌品质促消费活动。 NO.3 六部门：有序扩大低空旅游、航空运动等低空消费供给 11月26日，工业和信息化部、国家发展改革委等印发《关于增强消费品供需适配性进一步促进消费的实 施方案》。方案指出，拓展多元兴趣消费供给。积极发展宠物周边、动漫、潮服潮玩等兴趣消费产品。 在严控风险、确保安全的前提下，有序扩大低空旅游、航空运动、私人飞行、消费级无人机等低空消费 供给。拓展汽车改装、房车露营、汽车赛事等汽车后市场消费，促进汽车租赁高质量发展。 NO.4 摩根士丹利：对资金持续流入中国市场保持信心 摩根士丹利中国首席股票策略师王滢11月25日发布最新报告，她表示，市场关于股票中长期可持续性的 讨论愈发激烈。"投资者似乎正专注于寻找看多中国市场的 ...

"鲁迅先生，请推荐一本您的经典作品。" "若要我荐书，《呐喊》可去寻来一读……" 这一问一答，发生在北京城市图书馆元宇宙体验馆。借助人工智能等新技术，在这里，读者可以体验沉 浸式阅读与知识社交新场景。 北京城市图书馆是首都图书馆一馆三址之一。馆里有名"特殊馆员"——鲁迅形象的数字人。回溯历史， 鲁迅曾参与创办首都图书馆的前身；如今，数字人"鲁迅"又站在了图书馆变化的前沿。"我们通过AI数 字人技术，打造数字人'鲁迅'，为读者提供导览服务，推荐馆藏图书、介绍北京美食及文旅景点。"元 宇宙体验馆创制团队创意总监、中央美术学院设计学院教授费俊介绍。 在设计过程中，费俊团队细细梳理鲁迅的生平和相关文献资料，努力还原一个真实、立体的鲁迅形象。 让数字人更"鲜活"，最大的困难在于数据集的建设。费俊举例："为了贴合鲁迅的语调，团队将人物特 性与时代背景结合起来进行塑造。" 除了数字人"鲁迅"，费俊团队还设计了数字人"图图"和"2122"，它们分别具有"孩子气"和"未来感"的特 点，通过大模型与读者交流阅读和生活中的各类话题，深受欢迎。自2023年底开馆至今，数字人们与馆 内读者进行过共计170余万次语音对话。 "恐龙为什么 ...

"鲁迅先生，请推荐一本您的经典作品。" "若要我荐书，《呐喊》可去寻来一读……" 这一问一答，发生在北京城市图书馆元宇宙体验馆。借助人工智能等新技术，在这里，读者可以体验沉 浸式阅读与知识社交新场景。 北京城市图书馆是首都图书馆一馆三址之一。馆里有名"特殊馆员"——鲁迅形象的数字人。回溯历史， 鲁迅曾参与创办首都图书馆的前身；如今，数字人"鲁迅"又站在了图书馆变化的前沿。"我们通过AI数 字人技术，打造数字人'鲁迅'，为读者提供导览服务，推荐馆藏图书、介绍北京美食及文旅景点。"元 宇宙体验馆创制团队创意总监、中央美术学院设计学院教授费俊介绍。 在设计过程中，费俊团队细细梳理鲁迅的生平和相关文献资料，努力还原一个真实、立体的鲁迅形象。 让数字人更"鲜活"，最大的困难在于数据集的建设。费俊举例："为了贴合鲁迅的语调，团队将人物特 性与时代背景结合起来进行塑造。" 除了数字人"鲁迅"，费俊团队还设计了数字人"图图"和"2122"，它们分别具有"孩子气"和"未来感"的特 点，通过大模型与读者交流阅读和生活中的各类话题，深受欢迎。自2023年底开馆至今，数字人们与馆 内读者进行过共计170余万次语音对话。 《 人民日报 ...

Core Insights - Qingdao's virtual reality industry has achieved over 80% of the international market share in high-end VR display devices, with a continuous revenue growth rate exceeding 20% for three consecutive years [1] - The city has established itself as a national digital economy innovation hub, with over 140 companies in the VR industry and more than 70% of the country's research capabilities concentrated there, leading to a total industry scale surpassing 15 billion [1][7] - The integration of artificial intelligence and virtual reality is expected to create a trillion-dollar market opportunity, with companies like GoerTek focusing on AI glasses as the next significant terminal that may partially replace smartphones in the next 5 to 8 years [2][4] Industry Development - Qingdao's VR industry is characterized by a full-chain layout, open scenarios, and comprehensive services, aiming to become "China's Virtual Reality Capital" [1][8] - The establishment of the "Global R&D Center + Terminal Production Base" and the National Virtual Reality Innovation Center in Qingdao has strengthened the local VR ecosystem [2][3] - The city has introduced various support policies and established a 2,100-acre specialized industrial park, along with a 2.5 billion fund to enhance the VR industry ecosystem [7][6] Technological Integration - The convergence of virtual reality with AI, 5G, and spatial computing is accelerating, leading to new terminal products and applications across various sectors such as industrial manufacturing, healthcare, and urban governance [4][8] - Companies in Qingdao are focusing on developing AR+AI glasses and enhancing their technological capabilities to create a more integrated industry ecosystem [3][9] Challenges and Recommendations - The industry faces challenges in high-end core components and foundational development tools, necessitating a focus on self-sufficiency in technology [9][10] - Recommendations include strengthening technological breakthroughs, creating typical application scenarios, and fostering a collaborative innovation mechanism that integrates market demands with enterprise needs [9][10] Future Outlook - Qingdao aims to transition from a manufacturing base to an innovation hub by 2025, with the VR industry cluster expected to be recognized as a key digital industry cluster in Shandong Province [7][6] - The city is committed to maintaining strategic focus on innovation and technology development to ensure sustainable growth in the VR sector [11]