其中，上海CA"中-俄跨境电子签署服务"入选2025年中国-上合组织国家数字经济合作典型案例——数字 基础设施领域案例。胡坚波在发布时表示，上海CA中心通过与俄罗斯企业的合作，构建基于电子签名 与数据加密核心通道，已经赋予一百余家中俄企业完成近五千份跨境文件签署，显著提升了贸易效率与 安全，降低了交易成本。 中-俄跨境电子签署服务 上海CA积极响应国家"丝路电商"合作先行区创建要求，对标DEPA、RCEP、CPTPP等国际高标准经贸 协定要求，率先与"丝路电商"合作先行区成员国俄罗斯开展合作，联合俄罗斯最大电子签署服务商共同 打造"中-俄跨境电子签署服务"，并获得俄罗斯数字发展部等主管单位的大力支持，2023年8月起，俄罗 斯方面已承认上海CA签发的电子签名认证证书的法律效力。该服务可满足多种跨境贸易业务需求，包 括但不限于跨境电子合同、跨境金融信用证、跨境财务结算、跨境货品物流、跨境单据交换等。目前已 服务中俄共计100余家单位，交易时间降低90%，交易成本降低70%，交易金额超过亿元，为跨境电子 签署提供更为安全高效的解决方案。 未来，上海CA将持续增强数字信任服务能力，全面提升数字基础设施互联互通水平， ...

Core Insights - Volant Aviation showcased its eVTOL Skylar (VE25-100) at the first International Low Altitude Economy Expo, signing a tripartite cooperation agreement with Pan-Pacific Co., Ltd. (Thailand) and China Aviation Technology International Engineering Co., Ltd. [1] - Pan-Pacific has placed an order for 500 units of the Skylar eVTOL, amounting to $1.75 billion, marking the largest procurement order in China's eVTOL industry to date [1] - The Skylar eVTOL can carry six passengers and has a range of 200-400 kilometers, making it the most versatile high-grade passenger eVTOL product in China [1] Company and Industry Developments - The eVTOLs will be utilized in various scenarios including passenger transport, sightseeing tourism, and emergency rescue across regions such as Thailand, Maldives, Southeast Asia, and Africa [1] - Pan-Pacific's chairman emphasized the suitability of eVTOL technology for enhancing efficient travel in Southeast Asia's multi-island geography, highlighting the company's extensive involvement in over 30 international projects across emerging sectors [2] - The collaboration aims to leverage local infrastructure and population density to facilitate the commercial rollout of eVTOLs, with a focus on pilot training, maintenance, and the development of vertical takeoff and landing points [2] - China Aviation Technology International Engineering Co., Ltd. aims to promote the international development of China's eVTOL industry through cooperation in aircraft exports, airport construction, and aviation transport network layout [3] - The unique technological advantages of China's eVTOLs in flight control, avionics, and battery management systems are expected to support the global expansion of the eVTOL ecosystem [3]

Market Overview - The current market is experiencing a positive feedback loop of incremental capital inflow, with the Shanghai Composite Index breaking through the previously mentioned resistance level of 3450 points, indicating a shift towards a bull market phase [5][10]. - Financing funds are showing a continuous net inflow, particularly favoring technology and growth sectors, with a financing balance reaching 1.86 trillion yuan [10][11]. - Industry and thematic ETFs are increasingly popular, reflecting a significant trend in the market this year, with continuous net inflows observed [12][13]. Financing and Capital Flow - The net inflow of financing funds amounted to 225.35 billion yuan, with a notable preference for sectors such as automotive, pharmaceuticals, and computing [10][11]. - The total net inflow for ETFs was 8.28 billion yuan, indicating a growing interest in these investment vehicles [4][36]. - The market is witnessing a slight net inflow of capital, with the financing balance increasing and the net buying amount for financing funds expanding significantly [5][36]. Northbound Capital - Northbound capital continued its net inflow trend in the second quarter, with an estimated net inflow of 59.1 billion yuan, primarily directed towards sectors like semiconductors, batteries, and securities [19][23]. - As of the end of June, northbound capital held a total of 2.29 trillion yuan in A-shares, reflecting a stable investment interest from foreign investors [19][23]. Market Sentiment and Activity - Market sentiment has improved, with the VIX index declining, indicating a rise in risk appetite among investors [47]. - The trading activity of financing funds has increased, with the proportion of financing transactions in the A-share market rising to 10.1% [45][46]. - The focus of trading has shifted towards essential consumer goods, finance, and the CSI 500 index, with significant trading volumes observed in these sectors [50].

Group 1 - The global dialogue on civilization diversity and world peace development was held in Beijing, attended by over 600 representatives from around 140 countries and regions [1] - The forum released the results of a global public opinion survey titled "Our View of Civilization," exploring overseas respondents' attitudes towards cultural exchange and their overall evaluation of Chinese civilization [1] - Various cultural and political figures from countries like Egypt, Indonesia, Pakistan, South Africa, Kyrgyzstan, and Zimbabwe shared their perspectives on civilization and cultural exchange with China [1][2][5] Group 2 - Egypt has been actively promoting cultural heritage protection combined with technological innovation, focusing on modern museums to enhance public awareness of cultural heritage value [2] - Indonesia emphasizes the concept of "unity in diversity," viewing cultural diversity as a source of cohesion rather than division, and highlights the importance of cultural understanding in strengthening bilateral relations with China [3][4] - Pakistan aims to establish a "Digital Corridor" to enhance South-South cooperation, leveraging digital platforms for cultural exchange and promoting joint media projects to deepen emotional ties between the two nations [4][5] Group 3 - South Africa's former senior diplomat highlighted the need for dialogue and understanding in a fragmented world, emphasizing the role of cultural exchanges in strengthening ties between China and Africa [5] - Kyrgyzstan's youth leader stressed the importance of peace for the development of civilization and the need for mutual sharing of cultural values to foster friendship [6][7] - Zimbabwean artists advocate for recognizing cultural identities and promoting mutual respect as a foundation for peaceful coexistence, using drama as a medium for cultural exchange [8]

Group 1 - The core theme of the 2025 Shanghai Cooperation Organization (SCO) Digital Economy Forum is to promote "hard connectivity" of digital infrastructure, "soft connectivity" of data governance rules, and "heart connectivity" of digital economic cooperation among member countries [1] - China has been actively helping multiple SCO countries to strengthen their digital infrastructure, enhancing capabilities in network communication, computing power scheduling, and data processing, thereby contributing to the construction of the "Digital Silk Road" [1][2] - The concept of the digital economy as a new Silk Road emphasizes connectivity through data rather than traditional means, highlighting the transformative potential of digital technologies in fostering international collaboration [1] Group 2 - In Egypt, the "One Network, One Cloud, One Platform" initiative is being implemented to support 185 enterprises with cloud computing and communication infrastructure, showcasing the role of Chinese technology in enhancing local digital economy [2] - Uzbekistan is advancing its digital development strategy, focusing on improving mobile network coverage and digitizing government services, with Chinese enterprises playing a significant role in building 5G networks and smart cities [3] - Myanmar's digital economy roadmap aims to create a reliable and inclusive digital environment, with China recognized for its leadership in driving digital economic initiatives among SCO countries [3]

Core Viewpoint - The speech by Ding Xuexiang emphasizes the need for enhanced digital infrastructure in the region to leverage opportunities and address challenges posed by digitalization [1] Group 1: Digital Economy Cooperation - The importance of accelerating the implementation of key consensus from the Shanghai Cooperation Organization (SCO) member states and the Global Digital Contract is highlighted [1] - There is a call for institutionalizing and normalizing digital economy cooperation mechanisms, enhancing policy communication, and aligning development plans [1] Group 2: Infrastructure Development - The focus is on improving the interconnectivity of digital infrastructure, with an emphasis on strengthening capabilities in network communication, computing power scheduling, and data processing [1] - The initiative aims to build a "Digital Silk Road" that is broader in coverage, more stable in operation, and faster in response [1]

Core Insights - The economic relationship between China and India is at a critical historical juncture, with bilateral trade exceeding $130 billion and both countries accounting for over 20% of the global economy [1][2] - India must recognize that the China-India economic relationship is not a zero-sum game but an essential external support for its economic development, especially in light of its goal to become a developed country by 2047 [1] Trade Dynamics - The trade scale between China and India continues to expand, with bilateral trade projected to reach $138.478 billion in 2024; however, India faces a trade deficit of nearly $100 billion with China [1][2] - The trade imbalance is attributed to differences in industrial structures, with China exporting high-value industrial products while India primarily exports raw materials and agricultural products, with high-value exports accounting for less than 10% [1][2] Investment Cooperation - Chinese investment in India peaked at approximately $8 billion in 2022 but has since declined to between $4 billion and $5 billion, representing only 0.5% to 1% of India's total foreign investment [2] - There is significant potential for investment cooperation that remains untapped, which could help balance trade structures and promote regional industrial integration [3] Geopolitical Factors - Geopolitical tensions have increasingly interfered with economic relations, as India has implemented measures such as visa restrictions and app bans, leading to a sharp decline in bilateral exchanges [2] - Despite these tensions, India's demand for Chinese manufactured goods in key production sectors continues to rise, indicating a deep reliance on Chinese supply chains [2] Strategic Recommendations - To rebalance trade, China could increase imports of Indian agricultural and pharmaceutical products, while India could adopt a "precision opening" strategy in sectors like pharmaceuticals and IT services [3] - Establishing "China-India cooperation demonstration zones" in industrial corridors could enhance mutual investment and improve supply chain efficiency [3] Collaborative Opportunities - Both countries should move beyond zero-sum thinking and focus on mutual development opportunities, establishing regular dialogue mechanisms to resolve trade disputes [4] - Exploring third-party market cooperation in sectors like infrastructure in Africa and energy transformation in the Middle East could create joint project communities, leveraging China's engineering capabilities and India's software services [4] Future Outlook - The strategic value of the China-India economic relationship extends beyond bilateral interests, as China serves as a critical neighbor and market for India [5] - To achieve its economic vision for 2047, India should embrace collaboration in emerging fields like digital economy and green energy, fostering a new ecosystem of competition and integration [5][6]

Core Viewpoint - The 2025 Shanghai Cooperation Organization (SCO) Digital Economy Forum will be held in Tianjin from July 10 to 11, focusing on leveraging the digital economy to enhance cooperation and development among SCO member states [1][2]. Group 1: Forum Objectives and Themes - The forum aims to utilize the digital economy as a connector and enabler, expanding development opportunities for the SCO region and sharing the benefits of digital economic growth with its people [1]. - Key discussion areas will include data circulation and trading, industrial digital transformation, digital infrastructure development, artificial intelligence applications, smart cities, and digital talent training [1][2]. - The forum will feature four thematic sub-forums focusing on industry empowerment, digital economy education, data governance, and digital infrastructure innovation [2]. Group 2: Economic Impact and Cooperation - The network retail market size of SCO member countries is projected to exceed $3.2 trillion by 2024, indicating significant growth potential in digital economic cooperation [2]. - Recent years have seen notable achievements in digital economic collaboration between China and other SCO nations, resulting in numerous effective and innovative projects [2]. - The initiative aims to lower trade barriers and establish a "Digital Silk Road" as a core hub for open and inclusive digital economic ecosystems, contributing to global governance [2].

2025年6月20日，乌兹别克斯坦共和国数字技术部部长、国家首席信息官（CIO）谢尔马托夫·谢尔佐德 带领国家代表团莅临访问岩山科技（002195），上海岩山科技股份有限公司董事、常务副总经理陈代千 代表公司热情接待。 在人工智能、数字经济深刻重塑全球格局的背景下，此次访问紧密贴合我国提出的"数字丝绸之路"倡议 及乌兹别克斯坦共和国数字化转型战略目标，不仅彰显了乌方对我国科技企业的高度重视，更见证了岩 山科技硬核技术实力的稳步增长。 访问期间，代表团成员参观了岩山科技展厅前沿科技创新成果展陈，重点观摩了岩思类脑人工智能研究 院在非侵入式脑机接口技术上的重大突破，该技术已成功应用于操控《黑神话悟空》游戏，实现连续、 精准、全指令集的游戏操控，其部分人机交互性能已超越侵入式脑机接口。代表团还与岩山科技展厅陈 列的智能机器人展开了深度互动，此机器人搭载了RockAI最新研发的Yan1.3多模态通用大模型，该模型 可高效处理图文及语音等多模态信息，并能广泛适配于机器人、PC、手机等各类终端设备。此外，岩 山科技旗下智能驾驶公司Nullmax全栈自研的MaxDrive 辅助驾驶解决方案也引发了代表团的热切关注， 该方案 ...

Core Insights - The 9th China-South Asia Expo concluded, showcasing the importance of trade and cooperation along the Silk Road and the Belt and Road Initiative [1][3] Group 1: Event Overview - The expo attracted participants from 73 countries and regions, with 2,510 companies exhibiting, including 942 foreign enterprises, marking a 20.9% increase from the previous year [3] - Over 500,000 visitors attended the event, with preliminary transaction amounts reaching 47 million yuan, setting a new record [3] - A total of 153 trade contracts were signed, with a foreign trade contract value of 8.479 billion yuan by the end of the expo [3] Group 2: Economic Impact - The expo has facilitated over 110 billion USD in foreign trade transactions over its 12-year history, serving more than 20,000 companies [3] - The event has become a significant platform for enhancing exchanges and deepening cooperation between China and South Asia [5] Group 3: Product Highlights - Products from South Asian countries, such as handmade carpets, wooden furniture, and tea, were particularly popular among consumers [5] - The event featured a cross-border e-commerce section, attracting influencers from various countries to promote products through live streaming [6] Group 4: Infrastructure and Connectivity - Improved transportation networks, including road, rail, and air, have facilitated easier access for goods entering and exiting the expo [5] - The China-Laos Railway has played a crucial role in enhancing trade opportunities for participating countries [5] Group 5: Future Prospects - The expo is expected to continue growing, with participants expressing optimism about future opportunities and collaborations [7]