郭嘉昆：2013年建立以来，中阿博览会已成为中阿共建"一带一路"的重要平台。据了解，本届博览会聚 焦"创新、绿色、繁荣"主题，围绕数字经济、清洁能源、人工智能、现代农业、水资源、智慧气象等热 点领域，推动形成一批合作成果，体现了中阿经贸合作的蓬勃生机。博览会还首次举办中阿银联 体、"丝路电商"、气象、标准化及知识产权等方面活动，为双方合作增添了新动力。 明年第二届中阿峰会将在中国举办。中方愿与阿拉伯国家携手弘扬中阿友好精神，扎实推进务实合 作"八大共同行动"与"五大合作格局"，谱写中阿共同发展新篇章，推动构建中阿命运共同体。(完) 来源：中国新闻网 外交部：中阿博览会已成为中阿共建"一带一路"的重要平台 编辑：徐世明 中新网北京8月29日电 (记者 张素 李京泽)中国外交部发言人郭嘉昆29日主持例行记者会。 会上有记者提问：我们注意到，第七届中国—阿拉伯国家博览会昨天在宁夏银川开幕，来自75个国家和 地区的近万名代表参会，阿联酋作为本届博览会的主宾国与会。发言人有何评论？ 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwvie ...

华夏创业板两年定期开放混合型 证券投资基金 基金管理人：华夏基金管理有限公司 基金托管人：中国工商银行股份有限公司 报告送出日期：二〇二五年八月三十日 华夏创业板两年定期开放混合型证券投资基金 2025 年中期报告 基金管理人的董事会、董事保证本报告所载资料不存在虚假记载、误导性陈述或重大遗漏，并 对其内容的真实性、准确性和完整性承担个别及连带的法律责任。本中期报告已经三分之二以上独 立董事签字同意，并由董事长签发。 基金托管人中国工商银行股份有限公司根据本基金合同规定，于 2025 年 8 月 28 日复核了本报 告中的财务指标、净值表现、利润分配情况、财务会计报告、投资组合报告等内容，保证复核内容 不存在虚假记载、误导性陈述或者重大遗漏。 基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈利。 基金的过往业绩并不代表其未来表现。投资有风险，投资者在作出投资决策前应仔细阅读本基 金的招募说明书及其更新。 本报告中财务资料未经审计。 本报告期自 2025 年 1 月 1 日起至 6 月 30 日止。 华夏创业板两年定期开放混合型证券投资基金 2025 年中期报 告 华夏创业板两年定 ...

Core Viewpoint - The State Council of China has issued the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action," focusing on the synergy between industry application needs and foundational capability supply, launching six major actions including scientific technology, industrial development, consumer quality enhancement, public welfare, safety governance, and global cooperation [1][2]. Group 1: Global Cooperation and Development - The "Artificial Intelligence+" action emphasizes global cooperation, aiming to share opportunities and address challenges in the AI era with an open and inclusive attitude [2][3]. - The National Development and Reform Commission (NDRC) will work on five key areas: shared outcomes, collaborative capacity building, technological advancement, governance discussions, and ecosystem construction [3][4]. Group 2: Impact on Consumer Behavior - The "Artificial Intelligence+" initiative aims to transform consumer behavior from merely having products to focusing on quality, enhancing service consumption in various sectors such as entertainment, e-commerce, and elder care [4][5]. - New product consumption trends are emerging, with smart devices and technologies like smart homes and connected vehicles becoming prevalent, creating a comprehensive smart interaction environment [5][6]. Group 3: Historical Context and Future Directions - The launch of the "Artificial Intelligence+" action follows the "Internet+" initiative, representing a deepening and innovation of the information technology revolution, transitioning from "information connection and dissemination" to "knowledge application and creation" [6]. - The current conditions for implementing "Artificial Intelligence+" are deemed mature, marking a critical step in developing new productive forces and advancing the digital economy towards an intelligent economy and society [6].

中国民营企业500强榜单由全国工商联主导发布，自2011年启动以来，已成为衡量中国民营经济发展水 平的核心指标，其数据严谨性、评选公正性和行业影响力备受社会各界认可。该榜单以企业年度营业收 入为主要依据，结合创新能力、社会责任、产业贡献等维度综合评定，被各级政府、金融机构及投资界 视为判断民营企业发展质量的重要参考。 据了解，此次民营企业500强入围门槛增至270.23亿元；营收总额达到43.05万亿元，充分展现了中国民 营经济的强劲韧性和创新活力。能链的入选，不仅是对其商业成就的肯定，更体现了国家对新经济、新 业态企业的高度重视。更值得注意的是，在今年的500强榜单中，数字化服务商、AI服务商占比显著提 升，反映出我国数字经济、智能经济深度融合各行各业的新趋势。能链的入围填补了能源产业互联网企 业在头部榜单中的空白。 本报讯 （记者袁传玺）8月28日，在辽宁沈阳开幕的"2025中国民营企业500强发布会"上，能链凭借卓 越的产业创新能力首次跻身"中国民营企业500强榜单"，成为能源数字化领域最具代表性的标杆企业之 一。这一由全国工商联权威发布的榜单，被誉为中国民营经济发展的"晴雨表"和"风向标"，能链的入选 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The current bull market contains three ESG investment themes: improvement in corporate governance leading to valuation uplift, long-term opportunities from high-quality economic development and green transformation, and short-term supply optimization under energy transition [1][2][3] Summary by Sections 1. High-Quality Development of Capital Markets and Corporate Governance - Following the "New National Nine Articles," China's capital market has entered a phase of high-quality development, with regulatory guidance aimed at enhancing corporate governance to elevate A-share valuations [10][11] - The experience from Japan and South Korea indicates that improved corporate governance can significantly enhance market price-to-book ratios [11][14] - The report highlights the importance of institutional investors, particularly public funds, in actively participating in corporate governance to drive quality improvements in listed companies [10][21] 2. Long-Term Opportunities from Economic High-Quality Development and Green Low-Carbon Transition - The "Five Major Articles" are driving the financial sector's transformation, linking it with five ESG-value industries, which is expected to enhance asset quality and profitability [2][33] - The report emphasizes the role of technology in fostering new productive forces, particularly in sectors like AI and green computing, which are poised for significant growth [2][50] - Traditional industries are encouraged to undergo green transformation, integrating "new energy+" to enhance efficiency and sustainability [2][34] 3. Energy Transition: Short-Term Supply Optimization and Long-Term Structural Changes - The report identifies investment opportunities in the energy transition sector, particularly under the "dual carbon" policy framework, which aims to optimize supply in high-energy-consuming industries and promote structural changes in energy usage [3][35] - Short-term policies are expected to improve market dynamics in sectors like renewable energy and electric vehicles, while long-term changes will reshape the entire energy supply chain [3][45] 4. Financial Sector Transformation - The financial sector is undergoing a shift from traditional profit models to comprehensive service models, driven by the "Five Major Articles," which require banks and insurance companies to adapt their product offerings and risk management strategies [45][46] - The report notes significant growth in green finance, with outstanding loans increasing from 8.23 trillion yuan in 2018 to 42.39 trillion yuan by mid-2025, reflecting a compound annual growth rate [35][38] 5. Digital Economy and Technological Innovation - The digital economy in China has grown from 39.2 trillion yuan in 2020 to 53.9 trillion yuan in 2023, with a compound annual growth rate of 11.2%, indicating a strong trend towards digital transformation [50][53] - The report forecasts that the digital transformation market will maintain a high growth rate of 15.6% annually from 2023 to 2028, highlighting the importance of technology in driving economic development [50][56]

值得一提的是，重庆的算力券采用"即申即发"方式，申领对象在国家(西部)算力调度平台上注册后，提 交算力服务合同、算力使用计划等材料，经审核后，获取电子算力券。算力券载明兑现额度、兑现期 限、兑现标准等信息。算力券仅限于申领对象使用，不得转让、赠送、买卖、质押、出借等。同一合同 每年仅能申请一次算力券。 记者了解到，算力券兑现需要经过相关部门审核，原则上每年兑现1-2次。全市每年安排5000万元用于 算力券兑现，按"先申先兑"原则安排兑现，如当前年度算力券兑现额度全部使用，可顺延至下一年度优 先安排兑现。 算力券政策是落实国家数据基础设施建设部署的重要举措，此前，北京、上海、贵州、天津等地先后出 台算力券相关政策。市大数据应用发展管理局相关负责人表示，出台《办法》旨在充分发挥政策引导作 用，降低我市算力使用成本，加速AI赋能千行百业，同时也鼓励各区县人民政府参照本办法制定本区 域算力券政策。 算力是数字经济时代的新型生产力，算力券是使用智能算力服务的一种政策工具和数字化凭证。8月29 日，新重庆-重庆日报记者从市大数据应用发展管理局获悉，9月1日起，重庆市企业、高等院校、科研 机构等在符合条件的情况下可申请算力 ...

佛山市南海 项目拟选址佛山市南海区，计划固定资产投资达63亿元，达产后年产值近百亿元。首期工程将聚焦光电材料、光电传感、光模块等核心产品，建成后，具备 年产21万片外延片、4万片芯片、30万支光通器件以及50万个光模块的综合生产能力，有效带动上下游产业链集聚发展。 据悉，该项目是佛山近两年固定资产投资额最大的项目，也是佛山新动能产业基金成立以来拟投资规模最大的项目。佛山市投资促进局联合市金融投资控股 有限公司多次开展深度对接，以金融活水助推项目落地提速。 光芯片产业化项目的成功签约，是继本周中通集团大湾区（佛山）空地一体智慧运营中心项目后，又一签约落户佛山的重大产业项目。这不仅体现了全市招 商系统深入贯彻落实全市经济形势分析会暨市委财经委会议决策部署，更展现出佛山以招商为先、向新质生产力要未来的坚定决心。 半导体产业作为支撑数字经济、人工智能、新一代通信技术发展的基石性、先导性产业，已成为培育和发展新质生产力的关键产业领域。目前，佛山已初步 构建起涵盖"材料—设备—设计—制造—封测"的半导体全链条生态体系，现有规模以上半导体企业336家，规模以上工业总产值突破900亿元。 近年来，佛山把招商引资工作摆在重中之 ...

Group 1 - The Tianhong ChiNext ETF (159977) has seen a 1.77% increase, with a trading volume of 1.25 billion yuan, reaching a net value high of 3.043 yuan, the highest in nearly three years [2] - The ChiNext Index (399006) rose by 1.81%, with notable individual stock performances including 20.01% increase for Leading Intelligent (300450), 10.22% for CATL (300750), and 8.87% for Tianfu Communication (300394) [2] - The Tianhong ChiNext ETF has accumulated a 9.18% increase over the past week, with its latest scale reaching 94.12 billion yuan, marking a three-month high [2] Group 2 - The battery and new energy sectors are experiencing strong growth, with CATL's stock price surpassing 300 yuan, reaching a new high since January 2022 [3] - The solid-state battery sector has seen significant developments, including the launch of the world's first automotive-grade solid-state battery production line, achieving an energy density of over 500 Wh/kg [3] - The 2025 China International Big Data Industry Expo has commenced, focusing on the integration of data elements and artificial intelligence technology to drive industrial upgrades and high-quality economic development [3] Group 3 - The State Council has officially issued opinions on the implementation of the "Artificial Intelligence +" initiative, focusing on six key areas: technology, industry, consumption, livelihood, governance, and global cooperation [4] - This initiative marks a shift in China's AI development from market-driven exploration to government strategic guidance, potentially accelerating the application of AI across various sectors [4] - The "Artificial Intelligence +" initiative is a core component of China's digital economy strategy, receiving significant attention from the government [4]

中国国家发改委：当前实施"人工智能+"的条件已基本具备 中新社北京8月29日电 (记者 刘文文)中国国家发改委创新驱动发展中心主任霍福鹏29日在北京表示，无 论从技术进步还是从发展要求来看，当前实施"人工智能+"的条件已基本具备，时机比较成熟。 国务院日前印发《关于深入实施"人工智能+"行动的意见》，受到社会各界高度关注。霍福鹏在当日举 行的新闻发布会上说，"人工智能+"与此前的"互联网+"，在表达风格上比较相似。两者之间既有联系， 也有区别。互联网和人工智能都是通用性技术，两者在应用方面都具有模式新、迭代快、对传统业态改 造能力强的特点。 霍福鹏分析，"互联网+"突出的是"连接"，通过网络连接传递信息，实现生产过程的流程再造和效率提 升。"人工智能+"在"互联网+"基础上，实现从"信息连接与扩散"向"知识运用与创造"的跃升，以更具变 革性的力量，推动生产要素重组、价值创造方式升级、组织形态演化和社会治理模式转变，必将对经济 社会发展带来更全面、系统和深刻的变革。 来源：中国新闻网 编辑：郭晋嘉 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个 ...

Market Performance - On August 28, the market experienced a V-shaped rebound, with the Shanghai Composite Index rising by 1.14%, the Shenzhen Component Index by 2.25%, and the ChiNext Index by 3.82%[4] - On August 29, the index showed a V-shaped reversal with a trading volume of 3 trillion, a decrease of approximately 200 billion from the previous trading day[1] Sector Trends - Most sectors saw gains, with telecommunications, electronics, military, and computers leading the increases, while coal, agriculture, textiles, and food and beverage sectors experienced slight declines[1] - The leading AI chip stocks surpassed the leading liquor stocks in price, indicating a significant shift towards technology as a long-term market focus[1] Capital Flow - On August 28, the net capital outflow from the Shanghai Stock Exchange was 14.55 billion, while the Shenzhen Stock Exchange saw a net inflow of 33.13 billion[5] - The top three sectors for capital inflow were telecommunications equipment, semiconductors, and components, while the top three sectors for outflow were power, chemical pharmaceuticals, and liquor[5] Investment Insights - Following the new highs in AI chip stocks, the leading semiconductor foundries also reached new price highs, indicating a broadening of the tech market from AI to semiconductors[2] - The brokerage industry benefits from the high certainty in the market, suggesting that investors should consider positioning during pullbacks[2] Policy Developments - The "2025 China Top 500 Private Enterprises" report was released, with JD Group, Alibaba, and Hengli Group ranking in the top three[6] - Upcoming policies to promote service exports are expected to be announced, aimed at enhancing service supply capabilities and stimulating service consumption[7]