Group 1 - The core viewpoint of the news is that China's intelligent connected vehicle industry has made significant breakthroughs in key technologies, establishing a complete industrial chain that includes smart cockpits, autonomous driving, and connected cloud control [1] - The scale of China's intelligent connected vehicle industry is rapidly increasing, with a cumulative sales volume of 7.76 million new passenger cars equipped with Level 2 driving assistance functions from January to July 2025, achieving a penetration rate of 62.58% [1] - The deployment of 5G and C-V2X technology has exceeded 3 million units, and the country has established 17 national-level testing demonstration zones, with over 35,000 kilometers of testing roads opened and more than 10,000 testing licenses issued [1] Group 2 - The Ministry of Industry and Information Technology plans to develop a new industrial development plan for intelligent connected new energy vehicles, focusing on key technologies such as automotive artificial intelligence and intelligent chassis systems [2] - The Ministry of Transport aims to promote the large-scale application of artificial intelligence in the transportation sector, with the upcoming release of the "Artificial Intelligence + Transportation" implementation opinions [2] - The World Intelligent Connected Vehicle Conference, approved by the State Council, has been held for seven consecutive years, focusing on the application and innovation of cutting-edge technologies in the automotive industry [2]

Core Insights - The Xiong'an New Area is integrating digital technology into its urban infrastructure, with a focus on smart, green, and innovative development as emphasized by President Xi Jinping [1][2] Group 1: Digital Infrastructure - The Xiong'an New Area has established a comprehensive underground utility tunnel system equipped with nearly 10,000 smart sensing devices to monitor critical data such as pressure and temperature [2] - The area has built over 500 kilometers of digital roads and more than 5,600 5G base stations, enhancing connectivity and data transmission capabilities [2] Group 2: Data Management and Security - Xiong'an is a fully IPv6-enabled city, which allows for an almost limitless expansion of IP addresses, significantly improving data traceability and security [3] - The Xiong'an City Computing Center has aggregated over 33 billion data entries, supporting complex data processing needs across various sectors including governance and urban planning [4] Group 3: Innovation and Economic Development - The establishment of over 10 innovation and industrial platforms, including the Xiong'an AI Industrial Park, is aimed at fostering a collaborative environment for digital economy growth [6] - The area has attracted over 500 software and information service companies and more than 60 key AI enterprises, forming a comprehensive ecosystem for digital economic development [6] Group 4: Smart Applications and Urban Management - Smart applications are being rapidly deployed in various sectors, including community management, environmental monitoring, and traffic management, enhancing overall urban governance [7][8] - The integration of smart devices in urban infrastructure has improved traffic signal optimization, increasing road capacity by 30% [8] Group 5: Future Prospects - The second Xiong'an Future City Scene Competition showcased over 3,400 innovative projects, with 120 projects set to be implemented, indicating a strong pipeline for future smart city applications [8]

云从科技与华为的合作可以追溯到2019年，云从科技首次与华为昇腾携手，而国内AI大模型产业当时 仍处于起步阶段。基于昇腾硬件底座和MindSporeAI框架，云从科技构建了独具特色的"混合云+混合模 型"架构。这种公有云与私有云相结合、开源与闭源模型相融合的创新模式，既满足了客户对数据安全 性的要求，又提供了灵活高效的AI服务能力。 同时，云从科技通过战略投资奕斯伟计算、众数信科、元生智能等企业，正在构建一个AI产业生态 圈。在这个生态圈内，奕斯伟的计算芯片能力、众数信科的AI智能体技术、元生智能的终端应用方 案，与云从科技的AI基础设施和智能体平台形成互补，这种协同效应正在不断拓展AI技术的应用边 界，催生新的创新应用场景。 9月18日，2025年华为全联接大会开幕，作为华为合作伙伴的云从科技(688327)也在此次大会上亮相， 并获得"昇腾生态最佳实践伙伴"奖项。 据云从科技介绍，华为与云从科技共同打造的武汉国家网安基地训推一体化中心系国内首个基于可信数 据空间的可控训练场，正在为AI智能体的进化提供安全可靠的成长环境。该中心通过可信数据空间技 术，企业可以在确保数据安全的前提下，进行AI模型的训练和优化 ...

Core Viewpoint - Huatai Paper has been selected as the only enterprise-level national pilot project in Shandong Province for the "2025 Trusted Data Space Innovation Development Pilot List," showcasing its leadership in digital transformation within the traditional paper manufacturing industry [1][2]. Group 1: Digital Transformation and Innovation - Huatai Paper, a leading newsprint producer, utilizes 4,500 tons of wood chips daily, previously relying on manual scheduling for raw material transport, which led to significant discrepancies in weight [1]. - The implementation of the "Industry Brain" has enabled Huatai to achieve intelligent manufacturing and a smart supply chain model, addressing issues of information traceability and reducing losses during transportation [2]. - The "Industry Brain" integrates detailed logistics data, allowing for full-process digital control of transportation, thus eliminating previous regulatory blind spots [2]. Group 2: Cost Efficiency and Resource Optimization - The introduction of the "Industry Brain" has resulted in a cost savings of over 22 million yuan annually by preemptively addressing production issues such as fluctuations in pulp concentration and paper defects [2]. - Huatai Group has invested over 50 million yuan in the development of the "Industry Brain" and collaborates with universities to enhance the application of industry models [2]. - The first phase of the "Industry Brain" project is operational, with a second phase focusing on smart warehousing, marketing, and financial models expected to launch by June next year, potentially saving an additional 100 million yuan for upstream and downstream enterprises [2]. Group 3: Strategic Goals and Future Outlook - The company aims to leverage its status as a national pilot to enhance cloud computing, data utilization, and intelligence, thereby breaking down data barriers in the industry chain [2]. - The focus on data as a core asset for AI and algorithm development positions Huatai Paper to strengthen its competitive edge in the industry [2].

研究背景 随着数字经济成为经济增长的重要引擎，数据要素的高效可信流通与利用已成为推动产业升级的关键。 2024 年，国家数据局印发的《可信数据空间发展行动计划 （ 2024-2028 年）》为可信数据空间的建设提供了顶层设计与明确指引，并于 2025 年批准了首批试点项目。在此背景下，艾瑞咨询将启动《中国可信数据空间行 业研究报告》，从行业政策、落地实践、客户需求、厂商能力及未来趋势等多个维度进行深度研究，旨在为各方参与者提供有价值的参考。 征集 目的 为了更好地分析可信数据空间的行业现状与应用场景，研判未来趋势，并从体系化视角洞察可信数据空间的发展路径，现诚挚邀请各类技术服务商、可信数据空间 试点单位、空间运营方等多元参与主体，共同交流行业实践、把脉未来方向，更好地推进行业发展。 研究内容 本报告将通过大量案例实证和数理实证，并运用企业调研和专家访谈等方式展开研究，报告分为四个部分： 1、 可信数据空间发展研究：对可信数据空间的行业政策、海外与中国模式对比、中国可信数据空间的技术架构、运营模式及试点单位落地情 况展开研究。 2、 市场现状分析：围绕 " 市场参与者类型与行业格局、中国市场的需求特点、市场机会 ...

Group 1: Industry Overview - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs are jointly promoting the empowerment of elderly care through robotics, with the intelligent service robot market expected to reach between 50 billion to 100 billion yuan from 2025 to 2027 [3][4] - The silver economy, covering areas such as smart elderly care, elderly education, and health management, is projected to reach approximately 7 trillion yuan in 2023, accounting for 6% of GDP, and is expected to exceed 30 trillion yuan by 2035, representing 10% of GDP [3][4] - The penetration rate of smart elderly care products is currently only 3.8%, indicating both challenges and opportunities within the industry [3] Group 2: Technological Innovation - The establishment of the "Deep Blue Think Tank Elderly Care Industry Research Institute" marks a new phase in promoting innovation and development in the elderly care industry [2] - Key technological innovations include the use of AI for assisted diagnosis, smart health monitoring devices, and the construction of integrated service systems for elderly care [3][7] - The integration of new information technologies is creating a "boundary-less" infrastructure for elderly care, enabling real-time health data monitoring and AI-driven risk alerts [7] Group 3: Collaborative Ecosystem - The concept of "full-domain collaboration" is emphasized as crucial for breaking through existing challenges in the elderly care industry, requiring integration of financial support, technological innovation, and medical services [4] - Various companies are collaborating to build a comprehensive elderly care service network, addressing needs from living environments to community support [9][10] - The elderly care dining service has seen innovations such as the "Elderly Assistance Meal" project, which focuses on safe and nutritious meal delivery for seniors [9][10] Group 4: Market Demand and Consumer Trends - There is a growing multi-dimensional focus on health among consumers, with 84% of people concerned about their weight and 81% about mental health, expanding the market for functional foods [11] - The elderly care market is evolving to meet not only the basic needs of seniors but also to create new consumption demands by integrating various sectors such as culture, finance, and education [7][11] - The development of age-friendly furniture is being approached through redesigning new products and adapting existing ones to meet the needs of older adults [12]

从东西方哲学体系对比的角度，朱岩分析认为，东方医学强调整体观，注重人体与宇宙的有机联系；西 方医学注重分解研究，通过实验验证推动医学进步。而可信数据空间能够融合东西方医学优势，通过大 规模数据采集和分析，实现更加精准、个性化的康养服务。 朱岩还介绍了我国《可信数据空间发展行动计划（2024—2028年）》。该计划提出以"3+5+5"工作体系 推进我国可信数据空间发展，即构建三大能力、培育推广五类空间、筑牢五项基础。发展目标是到2028 年，建成100个以上可信数据空间，形成一批数据空间解决方案和最佳实践，基本建成广泛互联、资源 集聚、生态繁荣、价值共创、治理有序的可信数据空间网络。 朱岩表示，当前正处"Science for AI"（为人工智能提供支撑的科学）与"AI for Science"（人工智能驱动 的科学研究）双向驱动的范式变革时代。他特别提到2024年诺贝尔物理学奖和化学奖的获奖成果，认为 这标志着人工智能正在深刻改变科学研究范式和产业发展路径。 同时，朱岩详细阐述了可信数据空间的概念及其对康养产业的重要意义。可信数据空间是基于共识规 则，联接多方主体，实现数据资源共享共用的一种数据流通利用基础设 ...

Core Insights - The forum focused on the theme of "New Patterns of Silver Economy and Comprehensive Health and Wellness Ecosystem," aiming to explore new pathways, models, and mechanisms for the development of health and wellness in China [1][3] Industry Overview - The aging population in China is rapidly increasing, with the silver economy currently valued at approximately 7 trillion yuan, accounting for 6% of GDP, and expected to exceed 30 trillion yuan by 2035, representing 10% of GDP [3] - The integration of digital technology and health industries is reshaping the health and wellness ecosystem, with smart health monitoring devices and AI-assisted diagnosis playing crucial roles in addressing the supply-demand imbalance in elderly health services [3][7] Key Developments - The establishment of the "Deep Blue Think Tank Health Industry Research Institute" marks a new phase in the health and wellness forum, aiming to gather wisdom and link resources to drive innovation in the industry [1] - The concept of "full-domain collaboration" is emphasized as essential for breaking through challenges in the health and wellness industry, integrating finance, technology, and medical services to enhance service efficiency [4][5] Technological Innovations - The development of a credible data space is proposed as a means to empower the health and wellness industry, facilitating digital transformation and high-quality development [6] - The potential of humanoid robots in elderly care is highlighted, with advancements expected to address the limitations of traditional care models [8] Market Trends - The forum showcased various companies collaborating to create a comprehensive health and wellness service network, addressing needs from living environments to community support [9] - The demand for functional foods is expanding beyond older adults to younger demographics, with a focus on innovative product forms and health concerns [10] Product Development - The adaptation of home furnishings for the elderly is identified as a key area, with two main approaches: redesigning new products and modifying existing furniture to meet the needs of older consumers [11]

Group 1: Forum Overview - The 2025 Smart Health and Elderly Care Forum was successfully held on September 14, focusing on the theme "New Pattern of Silver Economy and All-domain Health Ecosystem" [1] - The forum aims to explore new paths, models, and mechanisms for the development of the health and elderly care industry in line with China's national conditions [1] - The establishment of the "Deep Blue Think Tank Elderly Care Industry Research Institute" marks a new phase for the forum, aiming to drive innovation and development in the elderly care industry [1] Group 2: Industry Insights - The silver economy is a significant economic opportunity, covering eight key areas including smart elderly care, elderly education, and health management, with a current scale of approximately 7 trillion yuan, accounting for 6% of GDP [2] - By 2035, the silver economy is expected to exceed 30 trillion yuan, representing 10% of GDP, highlighting the growth potential in this sector [2] - The penetration rate of smart elderly care products is currently only 3.8%, indicating both challenges and opportunities within the industry [2] Group 3: Technological Integration - The integration of digital technology and the health industry is reshaping the elderly care ecosystem, with innovations such as smart health monitoring devices and AI-assisted diagnosis [2][4] - The construction of a credible data space is essential for the digital transformation of the elderly care industry, enabling innovative configurations of production factors [4][5] - New technologies like IoT and wearable devices are facilitating real-time health data monitoring and risk prediction, transforming service delivery in elderly care [5] Group 4: Collaborative Efforts - The forum featured discussions on building an all-domain elderly care ecosystem, with participation from various companies sharing their experiences in community services, elderly dining, and education [8] - Companies like Lianjia and Ele.me are actively involved in community support projects, enhancing the quality of life for the elderly [8][9] - The introduction of functional foods and innovative dietary solutions is expanding the market to younger demographics, reflecting a shift in consumer health awareness [9][10] Group 5: Future Directions - The elderly care industry is expected to evolve with the integration of humanoid robots, which will replace traditional caregiving methods as technology advances [7] - The development of age-friendly home products is crucial, with companies focusing on redesigning existing furniture to meet the needs of the elderly [10] - The fusion of elderly care with other sectors like culture, finance, and education is creating new consumption demands and driving economic growth [6]

Core Insights - The 2025 Smart Health and Elderly Care Forum was successfully held in Shougang Park, focusing on the theme of "New Patterns of Silver Economy and Comprehensive Health and Elderly Care Ecosystem" [1] - The forum aims to explore new paths, models, and mechanisms for the development of the elderly care industry that align with China's national conditions [1] Industry Overview - The silver economy is a vast economic blue ocean, covering eight key areas including smart elderly care, elderly education, and health management, with a projected scale of approximately 7 trillion yuan in 2023, accounting for 6% of GDP, and expected to exceed 30 trillion yuan by 2035, reaching 10% of GDP [3] - The integration of digital technology and health industries is reshaping the elderly care ecosystem, with smart health monitoring devices and AI-assisted diagnosis playing crucial roles in addressing the supply-demand imbalance in elderly health services [3][4] Technological Innovation - The establishment of the "Deep Blue Think Tank Elderly Care Industry Research Institute" marks a new phase in promoting innovative development in the elderly care industry [1] - The integration of new information technologies is creating a "boundary-less" infrastructure for elderly care, enabling real-time health data monitoring and AI-driven risk alerts [7] - The development of humanoid care robots is anticipated to replace traditional caregiving methods, with advancements expected in functionality and adaptability [8] Collaborative Ecosystem - The concept of "full-domain collaboration" is emphasized as key to breaking through challenges in the elderly care industry, requiring integration of financial support, technological innovation, and medical services [4] - Various enterprises are collaborating to build a comprehensive elderly care service network, addressing needs from living environments to community support [9] Market Demand and Consumer Trends - There is a growing multi-dimensional focus on health among consumers, with a significant percentage of people concerned about weight and mental health, leading to an expansion in the functional food market [12] - The elderly care dining service is evolving, with companies like Ele.me implementing "Elderly Meal" projects to ensure safe and nutritious meal delivery [11] - The demand for age-friendly home modifications is increasing, with companies focusing on redesigning products to meet the safety and comfort needs of the elderly [13]