（原标题：韩政府推动AI等新兴产业监管改革） 据韩联社9月15日报道，韩政府15日下午召开"第一次核心规制合理化战略会议"，会议由总统李在明主持，就韩国经济面临人口结构变化、全 球不确定性及技术优势竞争加剧等挑战下，通过优化监管确保未来核心产业发展进行了讨论。 一是增加数据的易用度。今年11月前建立版权作品合理使用指南，年内明确版权数据合理交易和补偿制度。制定《公务员豁免指南》、《假 名信息系统运营创新计划》，推动包括法院判决和公共工程在内的所有公共机构数据及时公开，为使用公共数据创造条件。 二是优化相关法律法规。允许使用原始视频数据进行自动驾驶学习，大幅扩大自动驾驶试点区域，全面整顿AI机器人相关法规，年内将在个 人信息保护法、自动驾驶汽车法中增加特别规定。 三是推动处罚体制改革。简化经济处罚措施，由经济全体和专家就《公平交易法》、《资本市场法》、《商法》等法律法规中，关于大企业 集团的义务重叠、行政处罚与经济处罚重叠等问题进行改进。对新兴产业建立监管沙盒，将监管改革委员会主席由总理提升至总统，扩充私营部 门成员数量。 ...

证券日报网讯炬华科技9月25日在互动平台回答投资者提问时表示，为提升公司核心竞争力，实现可持 续发展的宏伟目标，公司将会审慎研讨与战略布局，决定在未来进一步强化新兴产业研究和投入。 （文章来源：证券日报） ...

9月25日，有色金属板块大涨，精艺股份（002295）涨停，北方铜业（000737）、洛阳钼业（603993）等多只铜业股涨幅靠前。 有色10股涨幅翻倍 A股有色金属板块年内表现强势。截至9月24日收盘，申万一级有色金属板块累计大涨53.46%。 个股方面，在不考虑年内上市新股的情况下，截至9月24日收盘，有色金属板块中有103股年内涨超20%，59股涨超50%，10股翻倍。其中中洲特材 （300963）成有色金属板块的"涨幅王"，年内涨幅达191.04%，西部黄金（601069）累涨170.49%紧随其后，招金黄金（000506）累涨152.64%排第三。 狂飙的铜价还能涨多久 | | 有色金属 | | | | | --- | --- | --- | --- | --- | | | 7444.12 1.82% | | | | | 新闻 成分股 | 其金 | 资金 | 简况(F10) | 盘口 | | 洛阳钼业 | 13.87 | | 9.90% | 89.28亿 | | 融 603993 | | | | | | 最终涨停14:54 | | | | | | 铜陵有色 | 4.66 | | 8.12% | 35 ...

Core Insights - The 2025 World Manufacturing Conference held in Anhui from September 20 to 23 showcased the province's manufacturing achievements and attracted over 80 listed companies and financial institutions to explore investment opportunities [1][20] - Anhui's industrial revenue has increased from 3.8 trillion yuan in 2020 to 5.49 trillion yuan in 2024, moving from 12th to 6th place nationally, marking its entry into the ranks of major industrial provinces [2] - The province is accelerating its industrial transformation, with significant production in sectors such as automotive, photovoltaic, electronics, home appliances, and equipment manufacturing, contributing to nearly 10% of global display panels and 11% of new energy vehicles [3][9] Investment Opportunities - The Anhui government is fostering a favorable business environment to attract domestic and international investors, emphasizing the integration of technology, industry, and capital [6][12] - Listed companies are increasingly focusing on Anhui's emerging industries, with significant investments in photovoltaic projects and integrated circuits, highlighting the province's competitive advantages [9][10] - The establishment of a new industrial ecosystem in Anhui is evident, with over 175 funds set up to support emerging industries, totaling investments exceeding 430 billion yuan [13][12] Industrial Transformation - Anhui is transitioning from a resource-based economy to a new industrial highland, with a focus on new energy vehicles and advanced manufacturing [30][35] - The province's manufacturing sector is experiencing a qualitative change, with high-tech industries now accounting for over 30% of industrial output [31][35] - The local government is actively promoting the development of new industries, with a reported 19.8% increase in high-tech industry value added in the first half of 2025 [31][35] Technological Innovation - The conference highlighted Anhui's advancements in quantum technology, artificial intelligence, and smart manufacturing, positioning the province as a leader in these fields [20][22] - Companies are encouraged to collaborate with local enterprises and research institutions to drive technological breakthroughs and enhance production efficiency [26][35] - The integration of digital and green technologies is a core strategy for Anhui's industrial upgrade, with numerous factories recognized for their digital transformation efforts [33][35] Future Outlook - Anhui aims to build a modern industrial system supported by diverse emerging industries, focusing on new materials, high-end equipment manufacturing, and artificial intelligence [35][36] - The province's strategic location within the Yangtze River Delta and its commitment to innovation are expected to attract more investment and foster economic growth [36][37] - The ongoing transformation of Anhui's industrial landscape reflects a broader trend of regional modernization and sustainable development in China [36][37]

Core Viewpoint - The new policy financial tool, with an initial scale of 500 billion yuan, aims to support projects across eight key sectors, with a portion of the funds allocated specifically for private enterprises, indicating a strong governmental commitment to bolster the private economy [1][3]. Group 1: Financial Tool Characteristics - The new policy financial tool is characterized by its fiscal support nature, with funding potentially sourced from the central bank's pledged supplementary lending (PSL) at a low interest rate of 2%, and possibly even lower than 1% due to central government subsidies [2][3]. - This tool is designed to address the capital shortage in local projects, which has been a bottleneck for the effective use of special bonds [1][2]. Group 2: Investment Potential - The 500 billion yuan financial tool is expected to leverage investments up to 5 trillion yuan, significantly enhancing the funding available for various projects [2][3]. - The tool's implementation could lead to a broad expansion of credit, potentially increasing infrastructure investment growth by approximately 2 percentage points within the year [7]. Group 3: Focus Areas - The financial tool will prioritize eight sectors, including digital economy, artificial intelligence, low-altitude economy, consumer infrastructure, green and low-carbon transition, agriculture, transportation and logistics, and municipal and industrial parks [3][5]. - A specific allocation of 100 billion yuan is designated to support private enterprises, reflecting the government's commitment to fostering private sector growth [3]. Group 4: Implementation Timeline - The preparation for the new financial tool has progressed significantly, with project applications and local government initiatives underway, indicating a potential rollout in the third quarter [6][8]. - If launched in the third quarter, the tool could play a crucial role in stimulating economic growth amid a challenging economic environment [6][7].

本报记者 郭冀川 9月23日，在第25届中国国际工业博览会开幕式上，工业和信息化部党组书记、部长李乐成表示，工业 是物质生产的基本力量，在生产力构成中处于主体和支柱地位，是发展新质生产力的主战场、主阵 地。"十四五"以来，中国推进新型工业化取得历史性成就，制造业增加值达33.6万亿元，总体规模连续 15年保持全球第一，预计"十四五"期间中国制造业增加值增量达8万亿元，对全球制造业增长贡献率超 过30%。 北京邮电大学区块链与人工智能联合实验室执行主任陈晓华对《证券日报》记者表示，培育新兴产业、 前瞻布局未来产业，是推动经济高质量发展、构建现代化产业体系的关键战略。无论是人工智能、生物 医药等新兴产业，还是量子科技、脑机接口等未来产业，都具备高技术含量、高附加值的鲜明特征，它 们不仅能够创造新的经济增长点，还能推动经济结构优化升级，提升经济发展的质量和效益。 当前，人工智能、高端制造与新材料的深度融合，正催生以人形机器人、脑机接口为代表的新一代颠覆 性产品，这些产品市场前景广阔、发展潜力巨大。在不久前举办的2025世界机器人大会上，展示了机器 人产业的最新发展成果。同时，大会还达成了融资金额14.81亿元，为机 ...

Core Viewpoint - The main focus of the article is on the significant inflow of capital into various leading stocks and sectors, highlighting the strong performance of certain industries and individual companies in the market. Group 1: Market Overview - On September 24, the net outflow of main capital in the Shanghai and Shenzhen markets was 279 million yuan, with the ChiNext board seeing a net inflow of 4.43 billion yuan and the CSI 300 index stocks experiencing a net inflow of 8.09 billion yuan [2] - Among the 28 industries tracked, the power equipment, electronics, media, computer, and real estate sectors had the highest gains, all exceeding 2% [2] - A total of 12 industries received net inflows of main capital, with the power equipment and electronics sectors leading with inflows exceeding 2.8 billion yuan each [2] Group 2: Leading Stocks - Four leading stocks saw net inflows exceeding 1 billion yuan, with the energy storage leader, Sungrow Power Supply, receiving a net inflow of 1.41 billion yuan, marking the highest inflow since July 7, 2022 [3] - The semiconductor sector also performed well, with Tongfu Microelectronics and Northern Huachuang seeing net inflows of 1.19 billion yuan and 1.09 billion yuan, respectively [4] - The lithium battery leader, CATL, experienced a net inflow of 1.068 billion yuan [5] Group 3: Capital Flow Dynamics - The tail-end capital inflow for the day was 5.663 billion yuan, with the ChiNext board contributing 2.573 billion yuan and the CSI 300 index stocks contributing 2.941 billion yuan [9] - Notable tail-end inflows included CATL, Sungrow Power Supply, and Inspur Information, with inflows of 507 million yuan, 398 million yuan, and 376 million yuan, respectively [11] - Conversely, stocks like Heertai saw a significant net outflow of 1.836 billion yuan, leading the outflows for the day [6][13]

| 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | 期货主力合约收盘价:沪铜(日,元/吨) | 79,960.00 | +40.00↑ LME3个月铜(日,美元/吨) | 9,964.50 | -10.00↓ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约隔月价差(日,元/吨) | 20.00 | +20.00↑ 主力合约持仓量:沪铜(日,手) | 172,444.00 | -850.00↓ | 期货前20名持仓:沪铜(日,手) | -16,618.00 | -3174.00↓ LME铜:库存(日,吨) | 144,975.00 | -400.00↓ | | | 上期所库存:阴极铜(周,吨) | 105,814.00 | +11760.00↑ LME铜:注销仓单(日,吨) | 11,775.00 | -100.00↓ | 上期所仓单:阴极铜(日,吨) | 27,419.00 | -2856.00↓ | | | | | | SMM1#铜现货(日,元 ...

铝类产业日报 2025/9/24 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 沪铝主力合约收盘价(日,元/吨) 主力-连二合约价差:沪铝(日,元/吨) | 20,705.00 0.00 | +20.00↑ 氧化铝期货主力合约收盘价(日,元/吨) +10.00↑ 主力-连二合约价差:氧化铝(日,元/吨) | 2,907.00 -26.00 | +30.00↑ -6.00↓ | | | 主力合约持仓量:沪铝(日,手) | 221,314.00 | -4134.00↓ 主力合约持仓量:氧化铝(日,手) | 318,873.00 | -9337.00↓ | | | LME铝注销仓单(日,吨) | 111,200.00 | 0.00 库存:氧化铝:合计(周,万吨) | 174,191.00 | +8919.00↑ | | 期货市场 | LME电解铝三个月报价（日，美元/吨） 沪铝前20名净持仓（日，手） | 2,646.00 -6,257.00 | -9.00↓ LME铝库存（日，吨） +608.0 ...

上海百强企业净利润增长24.84% 在榜单中，民营经济表现抢眼。民营百强企业营业收入合计首次突破3万亿元，达到3.3万亿元，比上年 增加2771亿元，增长率9.26%；净利润合计2245.5亿元，比上年增加920.7亿元，增长率高达69.50%。分 析指出，民营百强企业的强势增长，主要得益于新兴产业的拉动，其中净利润增加额前10名企业中，有 8家企业为新兴产业公司，显示出上海民企的活力更加旺盛。 此外，新兴产业百强延续了高速增长态势，营业收入总额首次站上2万亿元台阶，达到2.2万亿元；净利 润1953.7亿元，增长率达到72.47%。相比之下，2021年首次发布的新兴产业百强榜上，企业营业收入总 额不足9000亿元。5年来，以中芯国际、韦尔股份、中微半导体为代表的优秀制造业企业和以拼多多、 美团、携程为代表的服务业企业持续保持的高速发展状态，为上海新兴产业百强榜的持续走高注入了源 源不断的动力，支撑起上海百强成长发展的成绩单，也成为上海新兴产业发展的风向标。 值得一提的是，从产业结构来看，信息技术产业是新兴产业中的绝对领跑者。上榜的47家信息技术公司 合计实现营业收入1.5万亿元，同比增长19.14%，贡献了 ...