21世纪经济报道记者冉黎黎 北京报道 在"传统APP可能沦为智能体背后的被感知被调度资源"等一系列 预言之下，2026年1月15日，阿里巴巴发布消息称，千问App上线400多项办事功能，并自称正式从"聊 天对话"迈入"AI办事时代"。 据了解，千问App接入淘宝、支付宝、淘宝闪购等阿里生态业务，可以实现点外卖、买东西等AI购物功 能。此前，豆包团队也曾进行类似的"试水"并引发热议。 破解数字经济流量瓶颈 根据阿里巴巴发布的内容，基于Qwen最强模型与阿里最丰富生态，千问App接入淘宝、支付宝、淘宝 闪购、飞猪、高德等阿里生态业务，在全球首次实现点外卖、买东西、订机票、订酒店等AI购物功 能，向所有用户开放测试。 就在不久前，2025年12月，字节跳动豆包团队发布豆包手机助手技术预览版，据媒体报道，其AI操作 手机功能可根据用户指令在多款应用间自动跳转，帮助用户完成类似查票订票、商品下单等任务。 AI的降临似乎开始让APP开始"退居幕后"，而此前，市场上对相关情况早有"预言"。 GTI（全球新一代信息技术合作组织）主席高同庆曾公开表示，未来，没有智能体入口的终端将不能再 被称为"智能终端"，传统APP可能沦为智 ...

据了解，千问App接入淘宝、支付宝、淘宝闪购等阿里生态业务，可以实现点外卖、买东西等AI购物功能。此前，豆包团队也曾进行类似 的"试水"并引发热议。 AI时代的到来似乎也同时让部分APP开始"退居幕后"，受访专家指出，它意味着我们正从"以应用为中心"的APP时代，跃迁至"以用户意图为中 心"的智能体时代。用户只需用最自然的方式表达需求，AI智能体便能自动拆解任务、调度后台资源、完成任务闭环。这将破解我国数字经济 发展所面临的流量瓶颈，不仅提升单个用户的任务完成效率，更在宏观层面促进整个社会商业活动的流转速度和资源配置效率。 与此同时，从数字经济时代到智能经济新时代，竞争逻辑从"基于产品与服务的市场竞争"向"基于'人工智能+'的生态竞争"的转变也正浮出水 面。 破解数字经济流量瓶颈 根据阿里巴巴发布的内容，基于Qwen最强模型与阿里最丰富生态，千问App接入淘宝、支付宝、淘宝闪购、飞猪、高德等阿里生态业务，在 全球首次实现点外卖、买东西、订机票、订酒店等AI购物功能，向所有用户开放测试。 21世纪经济报道记者冉黎黎 北京报道 在"传统APP可能沦为智能体背后的被感知被调度资源"等一系列预言之下，2026年1月1 ...

Group 1: Key Conclusions - The report on Nichiren Technology (688531.SH) indicates a strong growth potential driven by its focus on industrial X-ray detection and platform-based industry layout, with expected net profits of 205 million, 347 million, and 527 million yuan from 2025 to 2027, corresponding to PE ratios of 61.35x, 44.50x, and 35.71x respectively, and a "Buy" rating is given [1][7] - The report on Haopeng Technology (001283.SZ) highlights a dual-driven strategy focusing on "energy storage + AI," projecting net profits of 208 million, 387 million, and 515 million yuan from 2025 to 2027, with year-on-year growth rates of 127.8%, 86.3%, and 32.8%, maintaining a "Buy" rating [3][13] - The report on Guangxin Technology (920037.BJ) emphasizes strong downstream demand and continuous product structure upgrades, forecasting revenues of 907 million, 1.252 billion, and 1.723 billion yuan from 2025 to 2027, with net profits of 209 million, 300 million, and 430 million yuan, maintaining an "Overweight" rating [5][17] Group 2: Company Insights - Nichiren Technology is recognized as a leading player in the domestic industrial X-ray intelligent detection sector, focusing on R&D and production of X-ray detection equipment, achieving significant technological breakthroughs in core components [7][8] - Haopeng Technology is expanding its production capacity for energy storage batteries and steel-shell laminated lithium batteries, with a fundraising plan of up to 800 million yuan to support these projects, aiming to enhance its ability to meet growing market demands [12][13] - Guangxin Technology is positioned as a specialized leader in electrical insulation materials, with several technologies reaching a global leading level, and is expected to accelerate domestic substitution, supported by a robust market foundation [5][17] Group 3: Market Trends - The report indicates a structural adjustment in market demand, with Guangxin Technology expanding its production capacity for ultra/high voltage electrical insulation materials to meet the increasing demand in high-end applications [16][17] - The domestic high-end insulation product demand is expected to rise due to the development of the domestic ultra-high voltage industry chain, which has formed a comprehensive supporting system [17] - The reports suggest that the AI application and digital economy sectors are gaining traction, with a focus on technology-related industries, indicating a favorable environment for specialized enterprises in the North Exchange [27]

Core Viewpoint - JiuYuan YinHai's stock price has shown significant growth in recent months, with a year-to-date increase of 22.85% and a recent 20-day increase of 26.74% [1] Group 1: Stock Performance - On January 16, JiuYuan YinHai's stock price fell by 3.04%, trading at 22.04 CNY per share with a total market capitalization of 8.997 billion CNY [1] - The stock has experienced a trading volume of 1.58 billion CNY and a turnover rate of 1.78% [1] - The net outflow of main funds was 16.1873 million CNY, with large orders showing a buy of 26.2079 million CNY and a sell of 30.5548 million CNY [1] Group 2: Financial Performance - For the period from January to September 2025, JiuYuan YinHai reported a revenue of 687 million CNY, reflecting a year-on-year growth of 2.83% [2] - The net profit attributable to shareholders reached 42.7891 million CNY, marking a substantial increase of 127.43% year-on-year [2] Group 3: Shareholder Information - As of November 28, the number of shareholders for JiuYuan YinHai was 55,600, a decrease of 0.93% from the previous period [2] - The average number of circulating shares per shareholder increased by 0.94% to 7,280 shares [2] - The company has distributed a total of 472 million CNY in dividends since its A-share listing, with 151 million CNY distributed over the last three years [3]

Group 1: Commercial Aerospace Industry - The commercial aerospace sector is experiencing adjustments, but the long-term investment logic remains unchanged, with significant opportunities expected in the satellite industry driven by policy and industrial advancements [1][2] - The satellite industry is supported by strong government policies and ongoing industrialization, with expectations for more specific supportive policies to be introduced in the near future [2] - The demand for satellite manufacturing and launching is anticipated to surge due to the scarcity of low-orbit satellite frequency resources and advancements in reusable rocket technology [2] Group 2: AI Application Investment Opportunities - The AI application sector is witnessing significant growth, with the market expected to expand from a trillion-level scale to a multi-trillion level in the coming years, driven by its integration across various industries [3][5] - Investment opportunities in AI applications are characterized by a competitive landscape with major players categorized into three tiers: platform giants, vertical leaders, and innovative application companies [3] - Intelligent driving is highlighted as a promising direction for AI applications, with clear paths explored in scenarios like autonomous buses and unmanned taxis, showcasing substantial social benefits and commercial potential [3][5]

市场的下跌力量主要来自两个核心领域：银行和半导体。 银行股方面，富国银行以跳空低开3%开局，盘中毫无抵抗，收盘时跌幅扩大至4.61%。 美国银行 下跌3.71%，花旗集团下跌3.37%，就连巨头摩根大通也下跌了0.98%。 半导体板块同样惨淡，艾马克技术重挫6.31%，福尼克斯下跌5.87%，博通跌幅为4.13%，就连近期风光无限的英伟达也下跌了1.38%。 | く 気 | 欧美指数() | | 17 ( | | --- | --- | --- | --- | | 名称 | 最新 | 涨幅, | 浙 | | 道現新 | 49149.63 -0.09% -42.30 | | | | DJIA | | | | | 纳斯达完 | 23471.75 -1.00% -238.12 | | | | NDX | | | | | 标普 500 | 6926.60 -0.53% | | -3741 | | SPX | | | | | 英国富时100 10184.35 0.46% 47.00 | | | | | FTSE | | | | | 德国DAX30 25286.24 -0.53% -134.42 | | | | | GD ...

Core Insights - The article highlights the transformative impact of short video platforms on traditional manufacturing businesses in Sanshui District, enabling them to enhance brand visibility and customer acquisition through digital marketing strategies [4][12]. Group 1: Business Transformation through Short Videos - Companies like Chuangmeijia and Shangcheng have successfully leveraged short video platforms to increase sales and customer engagement, with Chuangmeijia's manager achieving over 6 million yuan in sales within a year of starting her account [4][6]. - The shift from traditional customer acquisition methods, which often cost over 300 yuan per lead, to more cost-effective digital strategies has become a primary motivation for businesses to engage in short video marketing [5][6]. - The algorithmic nature of short video platforms allows companies to break geographical and industry barriers, rapidly building brand recognition and expanding their market reach [6][7]. Group 2: Challenges and Solutions in Digital Transition - Entrepreneurs face challenges such as initial discomfort in front of the camera and content creation hurdles, which they must overcome to successfully transition into digital marketing [8][9]. - The emergence of AI tools has significantly lowered the barriers to video content creation, enabling even those with minimal experience to produce engaging content [10]. - Continuous content output is essential for building trust with potential customers, as demonstrated by the consistent posting of videos by entrepreneurs [10][11]. Group 3: Community and Training Initiatives - The Sanshui District has initiated a comprehensive training program to enhance digital skills among local businesses, aiming to create a robust ecosystem for digital marketing [10][12]. - The establishment of a city-wide alliance of digital partners has facilitated collaboration among businesses, new employment groups, and content creators, expanding the reach of digital marketing efforts [12]. Group 4: Market Dynamics and Future Outlook - The article emphasizes that the shift to digital marketing is not merely a trend but a strategic necessity for survival in a competitive market, as traditional marketing channels become less effective [13][14]. - The new sales logic driven by digital platforms encourages companies to be more responsive to market demands and innovative in their product offerings [13][14].

编者按： 刚刚过去的2025年，山东大踏步迈入10万亿大省行列，经济社会高质量发展引发全国关注。 即日起，凤凰网山东推出"再启新程——凤观齐鲁2025"年度盘点策划，从全省统筹、区域联动、鲁企作为等多个维度，解码山东跨越十万亿的底层逻辑，深 度展现奋进齐鲁的生动实践，积极展望"十五五"开局新篇，共同期待山东以更强担当、更实举措，持续书写高质量发展的精彩篇章。 渤海之滨，山东滨州，在"十四五"收官之年的2025年，交出了一份以工业硬核实力托举全局的答卷。这份答卷并非仅是增速的数字，更是一种结构性的稳健 与面向未来的清晰布局。 滨州经济稳健向好，尤其在工业领域，不仅规模持续壮大，更在结构优化、动能转换上取得了突破性进展。2025年1—11月的经济运行数据显示，滨州规模 以上工业增加值同比增长6.4%，工业"压舱石"作用凸显，经济运行延续了稳中有进态势。 从全球领先的产业集群到层出不穷的冠军产品，滨州工业为城市能级跃升提供了坚实的支撑。 万亿集群与冠军矩阵的产业基座 滨州工业实力的底气，首先来自于其庞大而坚实的产业集群。 近年来，滨州坚定"工业立市、实业强市"，持续打好招商引资、项目建设、工业经济"三大战役"，全力 ...

"上午大家一起听取了专家们的主旨演讲，下午咱们就面对面探讨实际问题，有针对性地梳理妨碍融入 服务全国统一大市场的堵点卡点，助力企业做大做强。" 1月15日，随着省发展改革委党组书记、主任马健的一番话，一场气氛热烈又务实的政企座谈会就此开 始。融入服务全国统一大市场，企业不是旁观者，而是参与者。 "过去一年，河南持续优化的营商环境为企业发展提供强力支撑。"河南省温州商会会长卢庆中对此感受 很深，商会会员在多领域设立生产基地，利用河南的区位交通优势和劳动力资源，将产品辐射全国。 这一观点也引发了河南海一云商实业集团有限公司副总经理冯小丽的共鸣。"作为一家根植河南、深耕 家电行业的本土企业，我们在享受互联网红利的同时，也深受监管中的'甄别机制'尚不完善的困 扰。"冯小丽说。 对此，她建议，河南应依托自身优势，进一步加大对直播电商、跨境电商等新业态的扶持力度；建立全 省统一的电商监管与服务标准体系，实现"一地准入、全省通行"；支持企业利用大数据精准匹配全国供 需，让河南成为数字经济的流量枢纽。 融入服务全国统一大市场，河南要充分发挥大腹地、大枢纽、大市场优势，持续完善综合交通物流体 系。在此背景下，置身其中的物流企业 ...

Core Viewpoint - The 20th Central Committee's Fourth Plenary Session emphasizes the construction of a financial powerhouse as a key component for China's modernization and national rejuvenation, assigning unprecedented historical responsibilities and opportunities to the financial industry [1][2]. Group 1: Financial System Development - The core essence of building a financial powerhouse is to create a modern financial system that is complete in function, stable, efficient, open, and symbiotic with the real economy [2]. - The public fund industry plays an irreplaceable role in optimizing financing structures, promoting innovative capital formation, stabilizing capital markets, and increasing residents' property income [2]. Group 2: Responsibilities and Actions - The public fund industry must align its development with national strategies, focusing on serving the real economy and guiding social capital towards key areas of the national economy [2][4]. - Emphasizing inclusive finance, the industry aims to provide diverse, transparent, and convenient fund products to help residents share in economic growth and capital market benefits [3]. Group 3: Risk Management and Compliance - Financial safety is a cornerstone of national security, necessitating a robust compliance and risk management framework within the fund industry to prevent cross-market and cross-industry risk contagion [3][5]. - The industry must enhance governance capabilities to meet the high standards set for financial institutions, establishing comprehensive risk management systems that cover various types of risks [5]. Group 4: Innovation and Technology - The industry should embrace financial technology transformations, applying advanced technologies like big data and artificial intelligence to improve decision-making efficiency and reduce operational costs [5]. - Continuous investment in research and development is essential to build a stable and professional investment research team, enhancing the industry's core competitiveness [5]. Group 5: Collaborative Efforts - Building a financial powerhouse requires collaboration among regulatory bodies, self-regulatory organizations, market institutions, and investors [6]. - The industry must adopt a long-term development strategy, aligning its goals with national strategic needs and fostering communication and cooperation with other market participants [6].