Core Viewpoint - The Ministry of Industry and Information Technology, in collaboration with the Ministry of Finance, has announced the launch of the third batch of pilot cities for the digital transformation of small and medium-sized enterprises (SMEs), aiming to enhance their competitiveness and innovation capabilities [1][3]. Group 1: Pilot Program Details - Approximately 34 cities will be selected for the pilot program this year, focusing on the actual needs of SMEs and ensuring that digital transformation brings tangible benefits and value [1][3]. - The pilot cities must be at the prefecture level or above, including provincial capitals and other prefecture-level cities, as well as districts and counties under direct control of municipalities [3]. - The program emphasizes the dual goals of upgrading traditional industries and promoting the development of strategic emerging industries and future industries [3]. Group 2: Focus Areas and Technologies - Specific sectors for digital transformation will include key manufacturing industries such as computer and communication electronic equipment manufacturing, general and specialized equipment manufacturing, and automobile manufacturing [3]. - The program will prioritize SMEs that are in critical links of the industrial chain, especially those that are specialized, refined, distinctive, and innovative, as well as large-scale industrial SMEs [3]. - The initiative aims to promote deep digital transformation in key business processes, product lifecycles, and supply chains, leveraging technologies such as artificial intelligence, big data, and blockchain in various applications [3]. Group 3: Regional Recommendations - By the end of 2024, provinces with more than 15,000 large-scale industrial SMEs, such as Guangdong, Jiangsu, and Zhejiang, can recommend up to two cities for the pilot program, while other provinces can recommend one city [4].

Group 1 - The core viewpoint of the news highlights the significant performance of the STAR Market Index and its constituent stocks, with notable increases in stock prices for companies like Aerospace South Lake and China Post Technology [2][3] - The STAR Market Index ETF, Huaxia, has seen a recent increase of 0.85%, with a latest price of 0.95 yuan, and a trading volume of 49.9287 million yuan [2] - The ETF has achieved a scale of 2.898 billion yuan, ranking 2nd among comparable funds, and has experienced a substantial increase in shares by 2.168 billion, leading in growth among similar funds [3] Group 2 - Huawei's launch of the "Hongmeng Computer" marks a significant breakthrough for domestic operating systems in the PC sector, reflecting China's push for technological self-reliance [2] - The article published by Renmin Daily emphasizes the importance of maintaining control over the development of AI large models, aligning with the current trend of promoting domestic technology [2] - Guotai Junan Securities notes that the support for domestic software and AI is expected to increase, aiding China's technological advancement on a global scale [2]

Core Viewpoint - The article highlights the growth and performance of the AI sector in China, particularly focusing on the rise of the Sci-Tech Innovation Board AI Index and the launch of Huawei's Harmony OS PC, indicating a significant breakthrough for domestic operating systems in the PC market [3][4]. Group 1: Market Performance - As of May 12, 2025, the Sci-Tech Innovation Board AI Index (950180) increased by 0.77%, with notable gains from companies like Postal Technology (688648) up 14.04% and Fudan Microelectronics (688385) up 3.50% [3]. - The Sci-Tech AI ETF (588790) rose by 0.68%, with a recent price of 0.59 yuan, and has accumulated a 3.36% increase over the past two weeks [3]. - The trading volume for the Sci-Tech AI ETF reached 72.11 million yuan, with a turnover rate of 2.5% [3]. Group 2: Fund Growth and Investment - The Sci-Tech AI ETF has seen a significant scale increase of 355 million yuan over the past two weeks, ranking first among comparable funds [4]. - The latest share count for the Sci-Tech AI ETF reached 4.897 billion, marking a new high since its inception [4]. - The fund experienced a net inflow of 312 million yuan over the past five days, with a peak single-day inflow of 132 million yuan [4]. Group 3: Leverage and Returns - The latest margin buying amount for the Sci-Tech AI ETF was 11.89 million yuan, with a margin balance of 50.62 million yuan [5]. - Since its inception, the fund's highest monthly return was 15.59%, with an average return of 15.59% during rising months [5]. - The fund's management fee is 0.50% and the custody fee is 0.10%, which are among the lowest in comparable funds [5]. Group 4: Index Composition - As of April 30, 2025, the top ten weighted stocks in the Sci-Tech Innovation Board AI Index accounted for 70.68% of the index, with companies like Lianqi Technology (688008) and Cambricon (688256) being the top contributors [5][7]. - The top ten stocks include Lianqi Technology (10.47%), Chipone (9.01%), and Kingsoft Office (8.88%) [7].

4月25日，习近平总书记在主持二十届中共中央政治局第二十次集体学习时强调："面对新一代人工智能 技术快速演进的新形势，要充分发挥新型举国体制优势，坚持自立自强，突出应用导向，推动我国人工 智能朝着有益、安全、公平方向健康有序发展。"人工智能是引领这一轮科技革命和产业变革的战略性 技术。加快发展新一代人工智能，是我们赢得全球科技竞争主动权的重要战略抓手。习近平总书记高度 重视我国新一代人工智能发展，《习近平经济文选》第一卷中不少著作都对此作出深刻论述。比如， 《贯彻新发展理念，建设现代化经济体系》指出："推动互联网、大数据、人工智能和实体经济深度融 合"；《发展数字经济，抢占未来发展制高点》指出："要推动互联网、大数据、人工智能同产业深度融 合，加快培育一批'专精特新'企业和制造业单项冠军企业"；《加快构建新发展格局，着力推动高质量 发展》指出："推动战略性新兴产业融合集群发展，构建新一代信息技术、人工智能、生物技术、新能 源、新材料、高端装备、绿色环保等一批新的增长引擎"；等等。 人工智能大模型是通过深度学习技术在海量数据上训练出来的、拥有大规模参数和复杂计算结构的机器 学习模型，能够理解和生成多模态内容，具 ...

Group 1 - The National Data Bureau has officially released 70 key public data demonstration scenarios during the Digital China Summit, with two scenarios from Suzhou selected [1] - The initiative aims to promote policy implementation and data value release through application scenario construction, building on previous batches of demonstration scenarios [1] - Suzhou's low-altitude economy development model focuses on creating a low-altitude flight service center and regulatory platform, integrating data resources for efficient management and support for various applications [1] Group 2 - The "AI + Intellectual Property Public Service Innovation Application" focuses on five key areas: R&D innovation, achievement transformation, talent recruitment, financial empowerment, and commercial investment [2] - The project aims to develop a series of AI + intellectual property data applications and promote the use of large AI models in intellectual property data and public services [2] - The local data bureau plans to accelerate public data development and utilization, creating replicable models that enhance social benefits and industrial impact [2]

Group 1 - The market experienced significant fluctuations, with major consumer stocks dropping sharply, leading to losses for investors who had anticipated gains from tourism-related stocks before the holiday [1][2] - The performance of the banking sector reached historical highs, raising concerns about sustainability and potential market corrections [2][5] - The overall market lacks clear profit-making opportunities, with only a few sectors, such as electricity, showing healthier trends [6][7] Group 2 - Investors are advised to avoid stocks with poor earnings reports and to focus on sectors with potential, particularly in the electricity market [3][6] - Specific stocks in the electricity sector, such as Huadian and Huayin, are highlighted for their strong performance and growth potential due to upcoming seasonal demand [7][8] - The market outlook suggests a possible adjustment phase, with strong support expected around the 3200 level [5]

中国发展网讯 记者龚成钰报道 近日，广西科技厅聚焦地方特色优势产业，围绕行业领域亟待解决的关 键技术难题，遴选了2025年第一批行业大模型研发揭榜制项目（科技重大专项）需求，通过人工智能大 模型技术的深度应用，赋能推动传统产业智能化升级，培育发展新质生产力。 据介绍，这5个项目预期在今年8月底前初步形成阶段性成果，将为全国行业大模型研发与示范应用提 供"广西方案"，也将为广西打造人工智能创新应用高地奠定坚实基础。 据悉，第一批项目具体有动力装备、有色金属、西部陆海新通道智慧水运、糖业、车联网等5大行业大 模型研发与应用示范，具体来看，动力装备行业大模型针对发动机研发试验数据庞杂、故障诊断依赖专 家经验等痛点，构建行业知识库与智能体平台，实现零部件智能设计、故障预警，并聚焦农业特定场 景，实现动力系统与农机具、车载终端的交互。有色金属行业大模型聚焦有色金属冶炼工艺调优、关键 设备预测性维护、能源管控等典型场景开展研究与应用示范，助力有色金属冶炼生产提质增效。西部陆 海新通道智慧水运大模型落地船闸群智能联合调度和港口群智能运行调度两大核心服务场景，解决高密 度船舶交通下西部陆海新通道船闸港口高效运行与效率提升等关 ...

北京市科学技术委员会、中关村科技园区管理委员会等多部门联合印发《北京市区块链创新应用发展行 动计划(2025-2027年)》。《行动计划》中明确提出主要目标：到2027年，在自主可控区块链技术支撑国 家数字基础设施底座能力上实现显著提升。届时，将在区块链专用芯片、隐私保护等核心技术领域取得 PB级可信存储等10项以上突破性成果，在人工智能大模型等5个重点领域形成20个以上优秀应用案例， 初步建成国家级区块链枢纽节点。(央视新闻) ...

Core Insights - The meeting held by the Taihu Basin Management Bureau focused on the construction of a digital twin of Taihu and the work related to network information for 2025 [1][2] - The bureau acknowledged the positive outcomes achieved in 2024 regarding the top-level design of the digital twin, application of business systems, information infrastructure, and network security [1] Group 1 - The meeting emphasized the need to address weaknesses in business system applications, the role of models, and the application of new technologies [1][2] - The bureau aims to become a leader in the construction of digital twin watersheds, with high-quality progress in the digital twin of Taihu [2] - Key tasks for 2025 include accelerating preliminary work on the national digital twin watershed project, enhancing integrated monitoring systems, and promoting the application of business systems [2] Group 2 - The meeting outlined the importance of strengthening model technology research and exploring the application of artificial intelligence in modeling [2] - Network security measures must be prioritized, with strict responsibility and data management protocols in place during the construction of the digital twin [2] - Coordination among departments is crucial to ensure a unified approach to network information work and the successful implementation of tasks [2]

Core Viewpoint - The China Internet Society is initiating a collection of standardized application cases for "Artificial Intelligence + Government Affairs" to promote the orderly and standardized application of AI large models in the government sector by 2025 [1] Group 1 - Various regions and departments have been actively exploring the application of AI large models in government affairs, achieving preliminary results [1] - The collection of application cases will take place from April 29, 2025, to June 15, 2025 [1] - The initiative is guided by the Information Technology Development Bureau of the Central Cyberspace Administration of China [1]