广东印发加快数字社会高质量建设实施意见的通知。其中提到，完善美好智能的数字生活服务。扩大数 字消费多元化供给，创新和丰富数字消费场景，促进数字消费更高水平供需动态平衡。推进民生服务数 字化新模式、新业态健康发展，构建社区智慧物流网络、新能源设施终端等数字生活"新基建"。支持数 智技术在赛事场馆应用，推动体育场馆智慧互联。鼓励旅游景区和旅游服务企业升级智慧旅游服务，运 用数智技术提升旅游服务水平。拓展无人驾驶公共交通运营区域，扩大智能网联汽车道路测试与示范应 用范围，鼓励导航、网约车、智慧停车等数字交通服务平台提供智慧融合交通服务。 （文章来源：第一财经） ...

1. Report Industry Investment Rating - No information about the industry investment rating is provided in the report. 2. Core Views of the Report - The nickel market is dominated by macro - sentiment at the margin, with a game between fundamentals and speculative positions [2][5]. - In February, there are frequent maintenance and production cuts in the stainless - steel industry, and the nickel - iron expectation provides a bottom support [2][6]. - The market sentiment for lithium carbonate has warmed up, and the futures market shows a strong performance [2][12]. - For industrial silicon, attention should be paid to market sentiment changes; for polysilicon, attention should be paid to the situation of the Beijing meeting [2][16]. 3. Summary by Relevant Catalogs Nickel and Stainless - Steel Fundamental Data - The closing price of the Shanghai nickel main contract was 134,830, down 5,180 from T - 1, down 11,280 from T - 5, etc. The closing price of the stainless - steel main contract was 13,585, up 165 from T - 1, down 955 from T - 5, etc [6]. - The trading volume of the Shanghai nickel main contract was 663,364, down 144,776 from T - 1, up 139,968 from T - 5, etc. The trading volume of the stainless - steel main contract was 377,013, down 247,788 from T - 1, down 102,979 from T - 5, etc [6]. Macro and Industry News - The Indonesian government has suspended issuing new smelting licenses through the OSS platform, targeting projects producing "restricted products" [6]. - China's Ministry of Commerce and the General Administration of Customs have decided to implement export license management for some steel products from January 1, 2026 [7]. - The Indonesian government plans to significantly reduce the 2026 nickel ore production target from 379 million tons to 250 million tons [9]. Trend Intensity - The trend intensity of nickel is 0; the trend intensity of stainless - steel is 0 [11]. Lithium Carbonate Fundamental Data - The closing price of the 2605 contract was 148,100, up 15,660 from T - 1, down 31,500 from T - 5, etc. The trading volume of the 2605 contract was 619,542, down 24,772 from T - 1, up 237,229 from T - 5, etc [12]. Macro and Industry News - Shanghai will deepen the construction of an international economic center, carry out technological transformation and upgrading in industries such as petrochemical and steel, and support the development of new energy vehicle and other industries [13][14]. - The "250,000 - ton/year electrolyte solvent project" of Lihua Yiweiyuan Chemical Co., Ltd. has been fully put into production [14]. Trend Intensity - The trend intensity of lithium carbonate is 0 [14]. Industrial Silicon and Polysilicon Fundamental Data - The closing price of the Si2605 contract was 8,815 yuan/ton, up 20 from T - 1, down 45 from T - 5, etc. The closing price of the PS2605 contract was 50,000 yuan/ton, up 2,950 from T - 1, down 1,900 from T - 5 [16]. Macro and Industry News - In December 2025, there were 6,233 newly - added on - record new - energy power generation projects (excluding household - use photovoltaics) in China, including 36 wind - power projects, 6,190 photovoltaic projects, and 7 biomass - power generation projects [15][16]. Trend Intensity - The trend intensity of industrial silicon is 1; the trend intensity of polysilicon is 1 [18].

Group 1 - The report emphasizes the dual-driven model of upgrading traditional industries and nurturing emerging industries, focusing on the transformation of sectors like petrochemicals and steel through digital and green technology [1][2] - Shanghai's traditional manufacturing industry has achieved an 85% coverage rate in intelligent transformation, which is expected to accelerate energy efficiency improvements and structural optimization [2] - Emerging industries such as intelligent connected new energy vehicles and low-altitude economy are prioritized, with Shanghai opening 1,200 kilometers of testing roads for autonomous vehicles, accumulating over 10 million kilometers of testing mileage [2] Group 2 - The report highlights the low-altitude economy as a new focus area, with Shanghai laying out plans in core fields like drones and eVTOL, which will enhance the collaborative effects across the industry chain [2] - The satellite internet and aerospace industries are expected to synergize with Shanghai's technological reserves in integrated circuits and artificial intelligence, creating a "space-ground integration" industrial ecosystem [2] - The ongoing industrial policy in Shanghai is projected to strengthen the foundation of the real economy, with new productive forces becoming the core driver of economic growth, benefiting the Yangtze River Delta and the national industry [2][3]

"中国新智造"的核心在于强化创新引领，实现关键核心技术突破。党的十八大以来，我国把科技创新摆在国家发展全局的核心位置，研发经费投入强度从 2012年的1.91%提升到2025年的2.8%，继2021年超过欧盟平均水平后，去年又首次超过OECD（由发达经济体组成的"经济合作与发展组织"）国家平均水 平；企业占全社会研发经费投入的比重，连续多年保持在75%以上。"十四五"期间，我国围绕集成电路、工业母机、人工智能等重点产业链建成一批创新联 合体，有力支撑关键技术攻关和成果转化。以有"现代工业心脏"之称的工业母机为例，我国机床装备产业营收额从2020年的7631亿元，预计增长到2025年的 1.05万亿元；高精高速五轴加工中心、高精高速齿轮加工机床、数控车铣复合加工机床等关键机床工具产品接近或达到国际先进技术水平。同时，我们也要 清醒地看到，作为世界第一大工业母机生产与消费国，我国机床生产仍长期以中低端为主，而精密模具、航空航天、新能源汽车等行业当前对高性能数控机 床有迫切需求，急需我们集中力量攻克"卡脖子"难题，提升产业链自主可控能力。 实现"中国新智造"的路径在于深化数实融合，加速全产业链智能化改造。数字经济与 ...

积极支持智能网联新能源汽车、海洋经济、低空经济、航空航天、卫星互联网等产业发展。 报告表示，今年要深化国际经济中心建设。聚焦建设现代化产业体系，持续巩固壮大实体经济根基，在 石化、钢铁等行业持续开展数智技术、绿色技术改造和产线升级，在集成电路、生物医药、人工智能等 领域加快实施一批重大产业项目，积极支持智能网联新能源汽车、海洋经济、低空经济、航空航天、卫 星互联网等产业发展，培育特色数字产业集群，大力推动服务业扩能提质、集聚发展。 据上观新闻，上海市第十六届人大四次会议2月3日上午在世博中心开幕。上海市市长龚正作《政府工作 报告》。 ...

Core Viewpoint - The article highlights the transformation of the rare and precious metals industry in Yunnan, emphasizing the shift from "extensive smelting" to "high-value deep processing," driven by innovation and market integration [3][4]. Group 1: Industry Transformation - The rare and precious metals industry in Yunnan has experienced significant growth, leveraging resource advantages to achieve a transition towards high-value processing [3]. - The integration of innovation and industry chains has accelerated the commercialization of hard technology, with key products like electronic pastes overcoming critical bottlenecks and significantly increasing domestic production rates [3][4]. - Yunnan has established the most complete platinum group metal industry chain in China, with products like liquid metals and high-purity indium and gallium holding leading global market shares [4]. Group 2: Company Initiatives - The company, 贵研电子材料（云南）有限公司, is focused on developing electronic pastes, which are essential for various high-tech applications, including electronics and renewable energy [2][4]. - The team has achieved full-chain autonomy in key products, contributing to the formulation of 70% of relevant national standards, thereby gaining significant influence in the industry [4]. - The company's mission is to transform Yunnan's resource advantages into high-performance materials that support strategic industries such as integrated circuits and aerospace [5]. Group 3: Future Vision - The company aims to position "Yunnan manufacturing" as synonymous with green, circular, and high-performance technologies, contributing to sustainable development both in China and globally [6]. - There is a commitment to fostering an environment for young scientific talent, focusing on technology transfer and market integration to drive the future of the new materials industry in Yunnan [6]. - The long-term vision includes achieving breakthroughs in semiconductor packaging and photovoltaic sectors, creating a comprehensive solution branded as "Yunnan Green Power, China Chip Light" [5].

日前，国务院办公厅印发《加快培育服务消费新增长点工作方案》，12项举措覆盖旅居、入境消 费、家政服务等重点服务消费领域。深圳市也于近日出台行动计划推动智能家居适配国产芯片与 AI接入，大力促进家居消费。一系列政策密集落地，为服务消费提质扩容按下"加速键"。 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 让服务消费新政真正落地，既要做好"加法"，也要做好"减法"。加法方面，各地要结合实际出台 配套措施，完善标准体系与信用体系，加大财政金融对市场主体的支持，培育更多优质服务品 牌；企业要紧跟消费趋势，用技术创新打造更多消费新场景，提升服务质量。减法方面，要清理 消费领域的不合理限制，放宽市场准入，破除行业壁垒，让更多市场主体参与到服务消费供给中 来。 服务消费连着经济发展，更连着民生福祉。唯有把"提质惠民"放在核心位置，让政策红利转化为 百姓看得见、摸得着的消费体验，才能真正激发服务消费的内生动力，让服务消费成为扩大内 需、推动高质量发展的持久引擎。 本文原载于 ...

Core Viewpoint - The article emphasizes the importance of accelerating innovation in artificial intelligence (AI) and digital intelligence technologies as a key driver for economic and social transformation in the context of building a digital China [1] Group 1: Innovation in AI - AI is identified as a critical area for the new technological revolution and industrial transformation, necessitating a focus on advancing AI technology applications [1] - There is a call to strengthen foundational theoretical research and develop proprietary algorithm frameworks to enhance the efficiency and performance of large model training [1] - Support for the development of AI open-source communities and the creation of AI development platforms and toolsets is highlighted as essential [1] Group 2: High-Performance Supply of AI Elements - The three essential elements of AI—computing power, algorithms, and data—are emphasized as needing efficient supply [1] - A high-quality computing power supply system that is diverse, heterogeneous, and environmentally friendly should be constructed, with a focus on intelligent management and scheduling of computing resources [1] - The article advocates for seizing the high ground in large model industrial applications by creating adaptable, effective, and high-value large model solutions tailored to different industry needs [1]

Core Viewpoint - The Chinese government is accelerating the cultivation of new growth points in service consumption, with a focus on various sectors such as the silver economy, green consumption, and cultural and sports consumption, supported by multiple policies at both national and local levels [1][2]. Policy Support - The State Council's meeting on January 16 emphasized the need to foster new growth points in service consumption, encouraging the emergence of new business models and enhancing the quality of service supply [2]. - Eight departments, including the Ministry of Civil Affairs, released measures to support the silver economy, particularly through technology-enabled elderly care services [2]. - The Ministry of Commerce and nine other departments issued a notice to promote green consumption, focusing on areas like green dining and accommodation [2]. Technological Integration - Experts believe that the integration of digital and intelligent technologies into service consumption can enhance supply-demand matching efficiency and expand the scale of service consumption [3]. - Local governments are also prioritizing the use of digital technologies to improve service quality and expand consumption [2]. Sector-Specific Support - The Ministry of Commerce has identified several service consumption sectors with high growth potential, including transportation, housekeeping, online audio-visual services, and experiential services, and is working to refine support policies [4]. - The Ministry of Transport is considering measures to expand yacht consumption, indicating a focus on niche markets within service consumption [5]. Financial Support - Financial support policies for the service consumption sector are expected to broaden, with the People's Bank of China planning to include the health industry in its support for service consumption and elderly care loans [6]. - The Ministry of Civil Affairs is collaborating with relevant departments to develop specialized financial support policies tailored to the characteristics of the elderly care industry [6]. Financial Pathways - Financial development can enhance service consumption through various pathways, including improving residents' income and encouraging investment in consumer-oriented enterprises [7]. - There is a pressing need for long-term funding in service consumption enterprises, which rely heavily on physical stores and supply chains, necessitating the use of loans and innovative financial products [7].

Core Viewpoint - The Chinese government is accelerating the cultivation of new growth points in service consumption, with a focus on various sectors such as the silver economy, green consumption, and cultural and sports consumption, supported by multiple policies and local initiatives [1][2]. Policy Support - The State Council's meeting on January 16 emphasized the need to foster new growth points in service consumption, encouraging the emergence of new business models and enhancing the quality of service supply [2][4]. - Eight departments, including the Ministry of Civil Affairs, released measures to support the silver economy through technology-enabled elderly care services [2]. - The Ministry of Commerce and nine other departments issued a notice to promote green consumption, focusing on areas like green dining and accommodation [2]. Technological Integration - Experts believe that the integration of digital and intelligent technologies into service consumption can enhance supply-demand matching efficiency and expand the scale of service consumption [3]. - Local governments are prioritizing the use of digital technologies to improve service quality and expand consumption, with initiatives in cities like Shanghai and Jiangsu promoting AI and innovative service products [2][4]. Financial Support - Financial support policies for the service consumption sector are expected to expand, with the People's Bank of China indicating plans to include the health industry in support measures for service consumption and elderly care [6]. - The Ministry of Civil Affairs is working on specialized financial support policies to encourage social capital participation in the elderly care sector [6][7]. Market Potential - The potential for service consumption in China is significant, with calls for innovative and diversified consumption scenarios to attract more social capital and meet the diverse needs of high-income groups [5][7]. - The Ministry of Transport is exploring measures to expand yacht consumption, highlighting the broad opportunities within the service consumption market [5].