中关村物联网产业联盟副秘书长袁帅对《证券日报》记者表示，推动智慧物流建设是完善快递物流配送 体系的核心驱动力。无人配送作为智慧物流建设的关键一环，其发展得到了政策层面的有力支持，这为 整个物流行业的转型升级注入了强大动力。推动有条件的地区有序发展无人机支线运输和末端配送业 务，是极具前瞻性的决策。 袁帅称，无人机在支线运输中能够突破地理环境的限制，快速穿越山区、河流等复杂地形，大大缩短运 输时间，提高物流效率。在末端配送环节，无人机可以直接将货物送达消费者指定的地点，尤其是对于 一些偏远地区或交通不便的区域，能够有效解决"最后一公里"的配送难题，提升消费者的购物体验。 《指导意见》要求，各有关单位充分认识数字消费在推动消费升级、扩大有效投资、促进产业创新方面 的重要作用，加强组织领导、综合协调和政策保障，健全长效促进机制，及时总结推广创新举措、典型 做法，推动各项措施落地见效。 据商务部9月24日消息，近日，商务部等八部门联合印发《关于大力发展数字消费共创数字时代美好生 活的指导意见》(以下简称《指导意见》)。《指导意见》全面贯彻落实党中央、国务院决策部署，发挥 超大规模市场优势，扩大数字消费多元化供给，创新 ...

Group 1 - The Ministry of Commerce and seven other departments issued guidelines to promote digital consumption, aiming to leverage the large-scale market advantage and stimulate economic vitality through a balanced supply-demand approach [1] - The guidelines propose 14 measures across four areas: enriching supply, nurturing entities, optimizing support, and creating an environment for consumption activities and international exchanges [1] - The policy is expected to benefit sectors such as digital economy, e-commerce, logistics, and payment, potentially enhancing the valuations of related companies [1] Group 2 - The cultural industry investment and financing activities are accelerating recovery, with financing amounts and counts expected to grow significantly in the second half of 2024 and the first half of 2025, reaching growth rates of 63.2% and 88.9% respectively [2] - The "AI + culture" projects have become a major focus in the private equity market, with their proportion exceeding 30% in 2024 and surpassing 40% in the first half of 2025 [2] - The recovery in capital confidence is evident, with cultural technology integration emerging as an investment hotspot, benefiting related technology and cultural media sectors [2] Group 3 - Shareholder Deng Zhiyi reduced his stake in Jinma Amusement to 11.27% after selling 3.8336 million shares through various trading methods [3] - The reduction was compliant with legal regulations and may raise concerns about market confidence in the company's development, potentially putting short-term pressure on the stock price [3] - Monitoring of subsequent developments and changes in the company's fundamentals is advised, as the reduction was executed without any irregularities [3]

Market Overview - The short-term index is expected to maintain an upward trend after a period of consolidation and profit-taking [1][15] - The US stock market experienced declines for two consecutive trading days, with the Dow Jones down 0.37%, Nasdaq down 0.33%, and S&P 500 down 0.28% [4] - Notable tech stocks showed mixed performance, with Tesla up 4.0% and Amazon down 0.2% [4] Economic Data - In August, new home sales in the US increased to an annualized total of 800,000 units, up 20.5% from July's 664,000 units, exceeding market expectations [4] - International oil prices reached a seven-week high, with WTI crude oil rising 2.49% to $64.99 per barrel and Brent crude oil increasing 2.48% to $69.31 per barrel [4] - Gold prices fell from record highs, with COMEX gold futures for September delivery down 1.28% to $3,732.10 per ounce [4] Policy Developments - The Ministry of Commerce and eight other departments issued guidelines to promote digital consumption, focusing on supply-demand coordination and proposing 14 specific measures [5] - A set of 13 policy measures to support service exports was announced, including the development of international data service businesses and the facilitation of cross-border data flow [6] Industry Insights - The Ministry of Industry and Information Technology released a work plan for the building materials industry, aiming for recovery and growth in profitability from 2025 to 2026, with a target of over 300 billion yuan in revenue from green building materials by 2026 [7] - A public consultation was initiated regarding mandatory national standards for automotive door handles, emphasizing safety and accessibility [8] Company Announcements - Wanhua Chemical expects a net profit increase of 69.81% to 109.77% year-on-year for the first three quarters of 2025, driven by strategic sales adjustments and increased exports [10] - Sinopec Oilfield Services signed a contract worth $359 million for a project in Iraq, expected to contribute 3.15% to the company's 2024 revenue [11] - Mengke Pharmaceutical's major shareholder opposed a proposed stock issuance plan that would lead to a change in control [12] - Shanghai Zhiyuan Hengyue plans to acquire 37% of Shangwei New Materials at a price of 7.78 yuan per share, with a total funding requirement of 1.16 billion yuan [13] - China Jushi announced a share repurchase plan not exceeding 400 million shares, with a total amount of up to 880 million yuan [14]

Industry News - The U.S. government has officially announced the implementation of a trade agreement with the EU, imposing a 15% tariff on EU imported cars and automotive products starting August 1 [2] - The European Union's statistics indicate that China will account for 30% of the EU's high-tech imports in 2024, amounting to €141 billion, surpassing the U.S. at 23% [3] - The Ministry of Industry and Information Technology is soliciting opinions on mandatory national standards for automotive door handles, which will prohibit fully hidden designs [7] - The Ministry of Commerce and eight other departments have jointly issued guidelines to promote digital consumption, emphasizing the increase in effective supply of AI terminal products [7] - The China Information Communication Research Institute predicts that the Beidou application market will reach a scale of hundreds of millions, with over 400 million new supporting terminals and devices expected by the end of 2028 [8] Company News - Guoxin Technology announced that shareholders plan to reduce their holdings by no more than 4.5% of the company's shares [9] - Alibaba has officially announced a collaboration with NVIDIA for Physical AI, unveiling seven new large model technology products at the 2025 Alibaba Cloud Conference [9] - Shengke Communication reported that the proportion of shares held by the National Big Fund has decreased to 15% [9] - Huatian Technology is planning to acquire semiconductor power device company Huayi Microelectronics, with stock suspension in effect [10] - Heng Rui Pharmaceutical signed a licensing agreement for the project of Rykon Trastuzumab, potentially earning up to $1.093 billion in milestone payments [11]

Group 1: Economic Policies and Developments - U.S. Treasury Secretary Bessent stated that the Federal Reserve's interest rates have been too high for too long, indicating a shift towards a loosening cycle, suggesting that Powell should have signaled a rate cut of 100 to 150 basis points [9][11] - The U.S. has officially reduced tariffs on EU automobiles to 15%, effective from August 1, 2025 [11] - The U.S. has initiated a Section 232 investigation into imported medical devices and industrial machinery [11] Group 2: Market Performance - The U.S. dollar index rose by 0.66%, closing at 97.86, while the 10-year Treasury yield settled at 4.152% [2][6] - Gold prices fell to a low of $3717.52 per ounce before closing at $3735.89, down 0.75% [3][6] - WTI crude oil prices increased by 1.76%, closing at $64.64 per barrel, while Brent crude rose by 1.64% to $68.32, marking a near seven-week closing high [3][6] Group 3: Stock Market Movements - The Hong Kong Hang Seng Index rose by 1.37%, with significant gains in technology stocks, particularly Alibaba, which surged by 9.16% due to its collaboration with NVIDIA [4][14] - The A-share market saw the ChiNext Index reach a three-year high, with the Shanghai Composite Index up by 0.83% and the Shenzhen Component Index up by 1.80% [4] - U.S. stock indices experienced slight declines, with the Dow Jones down 0.37%, S&P 500 down 0.28%, and Nasdaq down 0.33% [3][6]

2025年9月2 Z 日 U 商务部定于9月25日下午3时举行新闻 介绍近期商务领域遭点工作有关情况 < 2 第四届全球数字贸易博览会将于9月2 日在浙江杭州举办 3 9月25日晚7点，雷军年度演讲《改变 发布小米17系列 4 欧元区8月M3货币供应数据将公布 5 美国9月20日当周首次申请失业救济/ 商品贸易帐等数据将公布 1 李强会见欧盟委员会主席冯德莱恩 当地时间9月24日，国务院总理李强在纽约会见欧盟委员会主席冯德莱恩。李强表示，希望欧方同中方一道拿出实际行动，增进互信、以诚相待、重信守 诺，坚持求同存异，从大处着眼，寻求利益契合点，找到最大公约数，推动中欧合作不断深化发展，更好造福双方人民。希望欧方履行保持贸易和投资市场 开放的承诺，坚持公平竞争和世贸组织规则，避免将经贸问题泛政治化、泛安全化。冯德莱恩表示，欧方愿同中方积极落实今年中欧领导人会晤共识，通过 对话协商妥善解决分歧，在贸易投资、环境保护、发展援助等领域取得新的合作成果。（新华社） 2 隔夜市场 美股三大指数集体收跌，道指跌0.37%，纳指跌0.33%，标普500指数跌0.28%，热门科技股涨跌不一，英特尔涨超6%，消息称英特尔正寻求苹果 ...

Group 1 - The core viewpoint of the news is the issuance of the "Guiding Opinions on Vigorously Developing Digital Consumption" by the Ministry of Commerce and eight other departments, aimed at enhancing digital consumption and stimulating economic vitality in the digital era [1] - The "Guiding Opinions" focus on a coordinated effort from both supply and demand sides, proposing 14 tasks across four main areas: enriching digital consumption supply, nurturing digital consumption enterprises, optimizing the supporting system for digital consumption, and creating a favorable environment for digital consumption [1] - The first area emphasizes expanding digital product consumption, enhancing digital service consumption, innovating digital content consumption, and broadening digital consumption channels to stimulate new demand [1] Group 2 - The second area aims to strengthen digital consumption enterprises by enhancing their innovation capabilities, empowering small and medium-sized enterprises in digital development, and supporting the growth of digital consumption companies [1] - The third area focuses on building a robust digital consumption support system, including developing digital consumption platforms, improving logistics and delivery systems, enhancing payment convenience, and ensuring financial support [1] - The fourth area involves creating a conducive environment for digital consumption through promotional activities, international cooperation, and ensuring healthy development while balancing promotion and regulation [1] Group 3 - Experts highlight the importance of technological innovation in driving consumption upgrades, with a particular emphasis on artificial intelligence products, which can significantly enhance consumer choices and quality of life [2] - The "Guiding Opinions" also stress the need for improving the logistics delivery system, including the promotion of smart logistics and the development of drone delivery services, which can enhance efficiency and address delivery challenges in remote areas [2][3] - The policy encourages the establishment of a comprehensive logistics system that integrates e-commerce platforms and physical stores to improve the digitalization and intelligence of last-mile delivery [2][3]

Group 1 - The core viewpoint of the news is the release of the "Guiding Opinions on Vigorously Developing Digital Consumption to Co-create a Better Life in the Digital Age" by the Ministry of Commerce and eight other departments, focusing on collaborative efforts from both supply and demand sides with 14 tasks proposed [1][2] - The opinions emphasize enhancing digital service consumption by encouraging the use of technologies such as artificial intelligence, virtual reality, and augmented reality in cultural and tourism venues to create immersive and experiential consumption scenarios [1] - The document outlines the implementation of a national digital education strategy to expand access to quality educational resources and improve public service capabilities in education [1] Group 2 - The opinions highlight the importance of strengthening financial support for digital consumption, encouraging government financing guarantee institutions to provide credit enhancement support for small and micro enterprises in the digital consumption sector [2] - Financial institutions are encouraged to collaborate with digital consumption and payment enterprises to develop financial products and services tailored to the characteristics of digital consumption [2] - The document calls for local governments to reduce financing costs for digital consumption enterprises through interest subsidies and risk compensation, aiming to create a favorable environment for digital consumption [2]

9月24日，商务部等8部门联合发布《关于大力发展数字消费共创数字时代美好生活的指导意见》（以下 简称《意见》），从丰富数字消费领域供给、培育壮大数字消费经营主体、优化数字消费支撑体系等方 面提出举措。 《意见》指出，要以满足人民日益增长的美好生活需要为出发点和落脚点，发挥超大规模市场优势，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，激发和增强 社会经济活力。 洪略全球智库理事长、中国政策科学研究会经济政策委员会副主任徐洪才接受《每日经济新闻》记者电 话采访时表示，数字消费更多地是通过数字技术的应用，推动消费转型升级。通过创新消费业态和场 景，链接供需双方，从而扩大消费市场空间。 "数字消费是消费的新增长点，也是消费的新领域和新动能。"商务部国际贸易经济合作研究院学术委员 会副主任张建平通过微信向《每日经济新闻》记者表示，中国数字经济、数字平台发展迅猛，数字消费 成为支撑内需非常重要的领域。推动数字消费，不仅能挖掘消费潜力，还可以实现稳增长和稳就业。 开展智能网联汽车准入和上路通行试点 围绕丰富数字消费领域供给，《意见》指出，扩大数字产品消费。鼓励企业加速研发创新，增加人 ...

大力发展数字消费。 近日，商务部等8部门联合印发《关于大力发展数字消费共创数字时代美好生活的指导意见》（以下简称《指导意见》）。《指导意见》全面贯彻落实党 中央、国务院决策部署，发挥超大规模市场优势，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，激发和增 强社会经济活力，共创数字时代美好生活。 《指导意见》聚焦供需两侧协同发力，从4方面提出14项任务举措。一是丰富数字消费领域供给。扩大数字产品消费，提升数字服务消费，创新数字内容 消费，拓展数字消费渠道，以数字消费新供给激发消费新需求。二是培育壮大数字消费经营主体。提升数字消费企业创新能力，赋能中小企业数字化发 展，支持数字消费企业发展壮大，不断增强内生动力和创新活力。三是优化数字消费支撑体系。打造数字消费平台载体，完善快递物流配送体系，提升支 付便利化水平，强化要素投入保障，加强财政金融支持，构建高效协同的数字消费生态体系，夯实数字消费发展基础。四是营造数字消费良好环境。开展 消费促进活动，推动国际交流合作，促进规范健康发展，统筹促进与规范、国内与国际，以更优环境推动数字消费高质量发展。 丰富数字消费领域供给方面，《指导意 ...