Core Insights - The industrial added value of large-scale industries in China grew by 6.4% year-on-year in the first half of the year, demonstrating strong resilience following a good start in the first quarter [1] - The manufacturing added value accounted for 25.7% of GDP, remaining stable [1] - Key industries such as electrical machinery, automobiles, electronics, general equipment, chemicals, and non-ferrous metals showed rapid growth, contributing significantly to the overall industrial growth [1] Group 1: Industrial Performance - In the first quarter and second quarter, the industrial added value grew by 6.5% and 6.3% year-on-year, respectively, building on a high base from the previous year [1] - The contribution rates of equipment manufacturing and high-tech manufacturing increased, with their added values reaching 35.5% and 16.4% of large-scale industries, respectively [1] - Profits in industries such as electronics, electrical machinery, and general equipment grew by over 10% [1] Group 2: Regional Contributions - All 31 provinces reported growth in industrial added value, with provinces like Fujian, Anhui, Henan, and Hunan achieving over 8% growth [1] - Eight industrial provinces saw profit growth rates exceeding the national average, with Henan, Hunan, Hubei, and Jiangsu achieving double-digit growth [1] Group 3: Future Initiatives - The Ministry of Industry and Information Technology plans to implement a new round of growth stabilization work for ten key industries, including steel, non-ferrous metals, petrochemicals, and building materials [1] - Support will be provided to key industrial provinces to enhance their roles, including policy implementation, new growth point cultivation, and industrial transformation [1] - The ministry aims to accelerate the "Artificial Intelligence +" initiative, promoting the deployment of large models in key manufacturing sectors to enhance intelligence levels [1]

Core Insights - OpenAI has launched a new generative AI tool called ChatGPT Agent, which functions as a digital employee capable of executing complex tasks autonomously, such as market analysis and report generation [2][4][5] - The introduction of ChatGPT Agent signifies a profound transformation in the workplace, particularly affecting traditional white-collar jobs, as it dramatically increases productivity and efficiency [3][4][7] Impact on Employment - The release of ChatGPT Agent is expected to disrupt the definition of work, with predictions indicating that up to 300 million jobs globally could be replaced by generative AI systems [4][5] - Specific job roles that involve routine tasks, such as scheduling, drafting meeting notes, and basic data analysis, are particularly vulnerable to being automated by AI [5][6][7] Skills Revaluation - The rise of ChatGPT Agent necessitates a shift in workplace skills, moving away from traditional execution skills like proficiency in Office software to abilities such as asking precise questions and integrating knowledge across fields [8][9][10] - Future employees will need to develop skills in evaluating AI-generated content, acting as editors to ensure accuracy and relevance [11][12] New Business Models - The emergence of AI tools like ChatGPT Agent could lead to the rise of "one-person companies," where individuals can leverage AI to handle various business functions, reducing the need for large teams [14][15][16] - This shift may foster a more agile and innovative business ecosystem, characterized by dynamic collaboration among "super individuals" rather than traditional hierarchical organizations [16]

老铁们，昨晚国际铀贸易商的电话几乎被打爆了！就在三天前，内蒙古鄂尔多斯地下500米深处，中国工程师完成了一项堪称奇迹的任务——他们用类似"矿 泉水瓶吸珍珠"的巧妙技术，成功提取出了第一桶核燃料"黄饼"！这可不是普通的矿石，而是驱动核电站、航空母舰甚至航天器的"超级血液"！国铀一号项 目正式投产，这标志着中国终于摆脱了"全球最大铀进口国"的尴尬身份！此时此刻，哈萨克斯坦的铀矿老板们正连夜重新估算手中库存的价值，而加拿大的 矿业巨头股价在开盘后已经下跌了3%…… 更让人拍案叫绝的是，我们的采矿方式简直是"科幻照进现实"！想象一下传统采矿：震耳欲聋的爆破声，尘土飞扬遮天蔽日，地面满是伤痕。而国铀一号采 用的是优雅得令人惊叹的"无痕开采技术"！只需在地面精准钻孔，就像给大地做微创手术一样，将特制的"魔法溶剂"注入地下，这溶剂的主成分是二氧化碳 和氧气。它们悄无声息地渗透到数百米深处，将坚硬的铀矿石神奇地转化成液态。紧接着，管道轻轻一抽，富含铀元素的"能量茶汤"便源源不断地被抽出！ 地表风轻轻吹，草儿照常生长，牛羊悠闲地吃草，没有爆破声，没有大规模开挖！这技术，你说牛不牛？环保不环保？关键是我们还顺带吸收了二氧化碳， ...

中国商报（记者 蒋永霞 文/图）在全球经济格局深刻调整的背景下，供应链的稳定与韧性已成为各国关注的焦点。7月16日，第三届中国国际供应链促进博 览会（以下简称链博会）在北京开幕。在同期举办的贸促智库交流活动暨全球供应链报告与指数发布会上，备受瞩目的"一报告四指数"研究成果正式发布， 为全球供应链发展提供了权威的数据支撑和全新的分析视角。 赵萍分析，全球供应链的内在韧性仍然相对脆弱，韧性指数上升的幅度小于其他三个指数，并且波动幅度很大。当促进指数、连接指数、创新指数当中任何 一个指数出现下降的时候，韧性指数都会出现下降，这就表明全球供应链的内在质量较为不稳定，容易受到内外部各种不利因素的影响，全球供应链的安全 性、稳定性仍然面临较大挑战。 第三届链博会上，参展商在中国中车展台参观了解其最新的技术方案。 "全球供应链整体发展趋势向好。"在7月16日举办的贸促智库交流活动暨全球供应链报告与指数发布会上，中国贸促会研究院院长赵萍表示，全球供应链正 朝着更有效率、更具活力的方向发展，这也再一次证明经济全球化是人心所向、大势所趋。 这一判断得到了翔实数据的充分佐证。在发布会现场，中国贸促会正式发布了《全球供应链促进报告》 ...

Core Viewpoint - The independence of the Federal Reserve is facing unprecedented challenges due to ongoing pressure from Trump on Chairman Powell, leading to a reassessment of the central bank's policy outlook in the market. However, JPMorgan believes there is no need for excessive concern [1][2]. Group 1: Political Pressure on the Federal Reserve - JPMorgan's Ilan Benhamou noted that the Federal Reserve has historically operated under political pressure, not just during Trump's presidency [2]. - The potential dismissal of Powell is less significant than the fact that his term is nearing its end, with increasing dovish sentiment expected to drive the market, particularly in the context of anticipated interest rate cuts [2][6]. Group 2: Market Reactions and Predictions - Trump's drafting of a letter to dismiss Powell initially caused a drop in U.S. stocks and the dollar, but the market quickly reversed after Trump denied the intention to fire Powell [3]. - JPMorgan recommends continuing to buy the S&P 500 and VIX indices, anticipating increased investment in risk assets like cryptocurrencies and AI, while acknowledging that tariffs, inflation, and Fed policy uncertainties will heighten market volatility [3][6]. Group 3: Historical Context and Independence Myth - Benhamou emphasized that the current situation reflects a long-standing issue, citing historical conflicts between past presidents and Fed chairs, such as President Johnson's pressure on Chairman Martin in 1965 [4]. - The notion of the Federal Reserve's independence is described as a "myth," with significant figures from major Wall Street firms advocating for the Fed's operational independence from political influence [5]. Group 4: Legal Implications of Dismissing Powell - The Federal Reserve Act allows for the dismissal of board members, including the chairman, "for cause," with Trump and allies suggesting potential reasons for Powell's dismissal [9]. - If Powell were to be dismissed, he could immediately file for an injunction to restore his position, but if denied, the vice chairman would assume the role [9]. Group 5: Supreme Court's Stance - The Supreme Court previously ruled that Trump could not dismiss Powell without cause, recognizing the Fed as a "uniquely structured quasi-private entity," but left open the possibility for "for cause" dismissals [10]. - Legal experts suggest that even if the court finds a dismissal unlawful, it remains uncertain whether Powell could retain his position due to the court's limitations on providing "equitable relief" [10].

美国特朗普政府正准备公布一项全面的"AI行动计划"，重点推动关键技术出口和加速数据中心建设。这项计划体现了其"支持AI增长"和"轻监管"的政策导向，旨 在确保美国在全球AI竞赛中保持领先。 7月17日，据媒体援引知情人士报道，特朗普预计将在下周公布该计划，并可能同时发布多项行政令。这些行动是美国政府塑造AI政策议程的关键一步，将直 接影响科技、半导体和能源等多个行业。 其中最受市场关注的举措，是旨在促进美国芯片和AI工具出口的行政令。此外，该计划还将致力于大幅简化数据中心的建设审批流程，并为这些高耗能设施的 能源供应提供便利，以满足AI产业对算力基础设施的爆炸性需求。 加速数据中心审批 AI产业的蓬勃发展离不开强大的算力支持，而数据中心是算力的物理载体。特朗普政府的行动计划预计将加快数据中心的建设许可审批流程。 除了简化审批，该计划还将关注为这些数据中心提供充足的能源保障。知情人士称，特朗普政府官员本周早些时候在匹兹堡已对价值数百亿美元的此类项目投 资表示赞赏。对于能源和建筑行业来说，这一政策信号预示着新的市场机遇，尤其是在拥有土地和能源优势的地区。 前几日，7月15日特朗普已经在宾州宣布900多亿美元的投资 ...

京东与美团凭借深厚的科技基因与庞大的场景资源，正积极将具身智能纳入其核心战略版图。双方虽路径各异，但目标高度一致：通过具身智能驱动主营 业务效率革命，构建面向未来的核心竞争力。 刘强东和王兴再次坐在同一张牌桌上，这次搏的不再是你手中握着的奶茶，而是下一个时代的船票：具身智能。 作为货架电商核心玩家与本地生活赛道的龙头，京东与美团的主营业务虽与具身智能无直接关联，但其企业基因中深植的技术积淀与场景积累，恰恰构成 孕育具身智能发展的核心要素。正如美团CEO王兴所强调，美团内核是一家科技驱动型企业；京东CEO许冉同样指出，"AI在京东整体业务中正发挥日益 重要的价值驱动作用。" 当AI成为二者的核心叙事，作为AI能力向物理世界渗透的关键载体，具身智能自然成为两家巨头竞相布局的稀缺标的。其价值体现在双重维度：一方 面，依托具身智能的技术跃迁，有望驱动双方核心业务效能实现突破性提升；另一方面，该技术具备全链路渗透与效率重构的潜力。 具体来看： 王兴明确表示，公司将深化与被投机器人企业的协同，强化Robotics与AI的有机融合，持续迭代自动化配送等关键能力。具身智能的技术跃迁，将驱动其 供应链及末端配送体系的核心要素革 ...

Group 1: Business Overview - The company's in-vehicle display business is experiencing rapid growth due to the increasing penetration of smart cockpits and the demand for advanced display technologies such as Mini-LED [2] - The global in-vehicle display market is showing a stable upward trend, indicating significant market potential [2] - The company aims to leverage its first-mover advantage in Mini-LED technology to expand its market presence and accelerate business growth [2] Group 2: LIPO Business Development - The company's LIPO technology has entered mass production, benefiting from early market positioning and increasing demand [2] - Currently, the LIPO business is in a phase of continuous investment and capacity ramp-up [2] - Future efforts will focus on technology upgrades, yield improvements, and customer certifications to further advance the LIPO business [2] Group 3: Investor Relations Activity - The investor relations activity on July 18, 2025, did not involve any undisclosed significant information [3] - The meeting was attended by various investment firms and company representatives, including the Vice President and Board Secretary [2]

7月17日，盛通股份（002599）（002599.SZ）全资子公司盛通教育集团（下称"盛通教育"）正式发布AI 教育创新平台。据介绍，该平台整合了教育、开发与实践功能，为教师与学生搭建了一套完整的人工智 能学习体系，覆盖从入门到进阶的全阶段学习体验，帮助学生在课堂上快速掌握AI（人工智能）核心 能力，实现从理论到实践的闭环。 盛通教育教研总监王莎莎在接受媒体群访时表示，公司推出人工智能平台的主要原因是响应国家政策， 支持全国中小学普及人工智能教育。此前，教育部发文要求在2030年之前实现全国中小学人工智能教育 的普及，这需要大量的课程资源和教学工具。盛通教育希望通过提供完整的课程体系和教学平台，助力 这一目标的实现。 在王莎莎看来，当前人工智能教育热度很高，很多机构宣称自己开展的是人工智能教育，但其内核可能 并非真正的人工智能内容。实际上，人工智能教育的核心至少应包括让孩子了解算法、算力、数据等基 本概念。 王莎莎说："人工智能教育和人工智能赋能教育有所不同。人工智能教育是让孩子学会、了解、应用人 工智能及其技术原理，偏科技方向；而人工智能赋能教育，是利用人工智能技术赋能各个学科全领 域。" 盛通教育副总裁 ...

"我们与高校联合研发的这款机器人，不仅可以实现密闭空间内的多维度感知定位，还能够完成在大作 业空间下的自主移动作业。"项目负责人介绍道，通过车身搭载的机械臂，机器人还可以完成集装箱托 盘支腿的自动升降，改变人工摇支腿的传统作业模式。 齐鲁晚报.齐鲁壹点客户端李孟霏通讯员梁蓓蓓 在威海港通信息科技有限公司(以下简称"港通信息科技")实验室内，一场无声的"提线木偶剧目"正在反 复彩排演练，工作人员正操纵摇杆，远处的机器人就会舒展机械臂，以毫米级的优雅弧度将集装箱稳稳 托举，依循既定路线稳健穿梭，精准完成物料运送……这台融合目标识别、UWB超宽带定位与无人驾 驶技术的国际客滚船舱内机器人正是港通信息科技聚焦实现船舱内流程智能化、无人化运转而研发设计 的一款智能移动作业机器人，目前正处于最后的调试阶段，它通过调度系统、导航系统、箱位识别和整 车控制系统的协调作用，可完成不同规格集装箱空箱的自动搬运、堆拆垛工作。 税费政策不仅是直接有效的惠企红利，也是引导产业转型升级的重要工具。港通信息科技受益于政 策"补给"发展增速只是税务部门助推产业智能化突围的一个缩影。 近年来，为进一步深化科技创新税收支持政策叠加精细化税收服务 ...