Group 1: Trade Policies and Regulations - The Chinese Ministry of Commerce responded to the U.S. threat of imposing a 100% tariff on certain exports, stating that China does not wish to engage in a trade war but is prepared to defend its interests [2] - China announced export controls on rare earth materials, emphasizing that these measures are a legitimate action to enhance its export control system and are not a ban on exports [3][5] - The new regulations specify that exports for military purposes will generally not be permitted, while applications for civilian uses will be reviewed on a case-by-case basis [5] Group 2: Market Reactions and Economic Impact - The U.S. has over 3,000 items on its export control list, while China has only about 900, indicating a disparity in the scope of export controls [2] - The recent tensions and export controls are expected to significantly impact international trade and supply chain stability, particularly in the semiconductor and technology sectors [2][3] Group 3: Corporate Developments - Qualcomm is under investigation by China's market regulatory authority for potential violations of antitrust laws, highlighting ongoing scrutiny of foreign companies operating in China [6] - The Dutch government has taken action against Wintech's subsidiary, Nexperia, freezing its control over certain assets and requiring adjustments to its operations [7] Group 4: Industry Trends - The Chinese government is focusing on enhancing its information infrastructure and promoting the integration of AI with manufacturing, which may create new opportunities in the tech sector [9] - The housing sector has seen significant developments, with over 50 billion square meters of new residential space sold and substantial improvements in housing conditions during the 14th Five-Year Plan [11]

【钛媒体综合】工业和信息化部、人力资源社会保障部、商务部、市场监管总局等七部门今日联合印发 《深入推动服务型制造创新发展实施方案（2025—2028年）》。 《实施方案》提出的发展目标是：到2028年，服务型制造在制造业高质量发展中的作用进一步增强。完 成20项标准制定，打造50个领军品牌，建设100个创新发展高地。 《实施方案》提出多项主要任务。其中包括：发布服务型制造关键共性技术清单，发展科技服务业、工 业设计、生产性金融等服务。加快建设统一融合、先进适用、覆盖全面、协调配套的标准体系。加强新 型信息基础设施建设，深化"5G+工业互联网"融合应用，按需布局算力基础设施，提升工业数据要素供 给，推动人工智能技术与服务型制造融合创新，提升网络和数据安全保障能力。 《实施方案》还提出，开展共享制造培育提升行动，推动建设共享制造平台、共享工厂，开放检验检测 资源共享。实现"平台接单、按工序分解、多工厂协同"。鼓励有条件的制造企业参与检验检测公共服务 平台建设，提升在线化、数字化、智能化检验检测能力。 钛媒摘声： 目前最紧迫的风险就是AI滥用，例如用AI生成虚假信息、操纵选举、制造恐慌等。为应对 这一风险，需要通过 ...

// 市场要闻 // 1 、 10 月 15 日，国家统计局将公布 9 月 CPI 、 PPI 数据。除 CPI 、 PPI 外， 9 月新增 贷款、 M2 、社融等金融数据也即将公布。 2 、根据"十个工作日"原则，本轮调价窗口为 10 月 13 日 24 时。据金联创测算，截至 10 月 10 日第八个工作日，参考原油品种均价为 64.97 美元 / 桶，变化率为 -0.34% ，对应 的国内汽柴油零售价应下调 20 元 / 吨。 3 、由工业和信息化部、交通运输部、北京市人民政府共同主办的 2025 世界智能网联汽车 大会将于 10 月 16 日 -10 月 18 日在北京举办。大会将聚焦人工智能、信息通信、数据利 用、芯片等前沿科技在内的汽车产业应用创新，与全球多国海外政府机构相关负责人、专家 分享中国智能网联汽车产业领域的最新技术突破、产业趋势。 4 、北京时间周六早上 5 时 20 分左右开始， USDe 在某知名交易所的现货价格突然脱锚， 在之后的半个小时里最低跌至 0.65 美元。整场风波持续了近两个小时，期间多种主流货币的 封装代币同步暴跌，共同形成币圈历史级别的大爆仓。 在 CoinMar ...

Core Viewpoint - The "Implementation Plan for Promoting Innovative Development of Service-Oriented Manufacturing (2025-2028)" aims to enhance the role of service-oriented manufacturing in high-quality development of the manufacturing industry by 2028, with specific targets including the establishment of 20 standards, creation of 50 leading brands, and development of 100 innovation hubs [1] Group 1: Key Tasks and Actions - The plan identifies seven main tasks and three special actions to promote innovative development in service-oriented manufacturing [1] - It emphasizes strengthening technological innovation by addressing key common technology challenges and promoting model innovation [1] - The plan aims to enhance the support capacity of the productive service industry by developing sectors such as technology services, industrial design, software and information services, and financial services [2] Group 2: Industry Focus and Infrastructure - The plan outlines a focus on promoting service-oriented manufacturing models across various industries, including raw materials, equipment manufacturing, electronics, and consumer goods [2] - It highlights the need for new information infrastructure development, integrating "5G + industrial internet" applications, and enhancing industrial data supply [2] - The plan also emphasizes the importance of artificial intelligence technology integration with service-oriented manufacturing to improve network and data security [2] Group 3: Brand and Policy Support - The plan includes actions to enhance brand development for service-oriented manufacturing enterprises and promote leading brands [3] - It calls for the establishment of shared manufacturing platforms and factories to facilitate resource sharing [3] - The plan stresses the need for robust policy support, encouraging local governments to provide incentives for manufacturing enterprises' service operations [3]

Core Viewpoint - The Ministry of Industry and Information Technology and six other departments have jointly issued the "Implementation Plan for Deepening the Innovation and Development of Service-Oriented Manufacturing (2025-2028)", aiming to enhance the role of service-oriented manufacturing in high-quality development by 2028 [1] Group 1: Objectives and Tasks - The plan aims to complete 20 standard formulations, create 50 leading brands, and establish 100 innovation development hubs by 2028 [1] - It identifies seven main tasks and three special actions to promote the innovation and development of service-oriented manufacturing [1] Group 2: Challenges and Solutions - Current challenges in service-oriented manufacturing include weak supply capacity of key technologies, an incomplete standard system, uneven application of typical models across industries, and difficulties in statistical monitoring [1] - The plan proposes to strengthen technological innovation by focusing on key common technology breakthroughs and model innovations, and to publish a list of key common technologies for service-oriented manufacturing [1] Group 3: Support for Productive Services - The plan emphasizes the need to cultivate and expand key productive service industries, including technology services, industrial design, software and information services, productive financial services, intellectual property services, energy-saving and environmental protection services, and quality management services [2] - It aims to promote the application of service-oriented manufacturing models across various sectors, including raw materials, equipment manufacturing, electronics, and consumer goods [2] Group 4: Infrastructure and Technology Integration - The plan calls for strengthening new information infrastructure, deepening the integration of "5G + Industrial Internet", and enhancing the supply of industrial data elements [2] - It also emphasizes the integration of artificial intelligence technology with service-oriented manufacturing to foster innovation [2] Group 5: Brand and Platform Development - The plan includes actions to enhance shared manufacturing, develop shared manufacturing platforms and factories, and promote resource sharing in inspection and testing [3] - It aims to cultivate leading enterprises and brands in service-oriented manufacturing, along with strengthening brand evaluation and promotion [3] Group 6: Policy Support and Implementation - The plan requires robust policy support to ensure the implementation of related initiatives, including incorporating key common technology breakthroughs into the scope of technical transformation support [3] - It encourages local governments to increase support for manufacturing enterprises' service businesses and guides financial institutions to enhance financial services based on market principles [3]

Core Viewpoint - The Ministry of Industry and Information Technology, along with six other departments, has released the "Implementation Plan for Deepening the Innovation and Development of Service-Oriented Manufacturing (2025-2028)", emphasizing the integration of manufacturing and services as a new industrial form [1][2]. Summary by Sections Development of Service-Oriented Manufacturing - Since 2016, the Ministry of Industry and Information Technology has issued guidelines and opinions to promote service-oriented manufacturing, achieving positive results that empower high-quality development in the manufacturing sector [2]. - However, challenges remain, including weak supply capabilities of key technologies, an incomplete standard system, uneven application of typical models across industries, and difficulties in statistical monitoring [2]. Goals of the Implementation Plan - By 2028, the role of service-oriented manufacturing in high-quality development will be further enhanced, with goals to complete 20 standard formulations, create 50 leading brands, and establish 100 innovation development hubs [2]. - The plan aims to optimize resource allocation, expand new development spaces, extend industrial chains, and enhance value chains, laying a solid foundation for a service-oriented manufacturing system with Chinese characteristics and global standards [2]. Key Tasks and Actions - The plan outlines seven main tasks, including strengthening key common technology research, promoting the growth of key productive service industries, and advancing the construction of a unified standard system [4][5]. - Three special actions are proposed: enhancing shared manufacturing platforms, promoting service-oriented manufacturing brands, and innovating integrated application scenarios [7]. Industry Expert Insights - Experts highlight that the integration of advanced manufacturing and modern services through service-oriented manufacturing breaks traditional industry boundaries, optimizing resource allocation and promoting collaborative development [3][6]. - The development of key productive service industries is seen as foundational for achieving high-quality service-oriented manufacturing, creating a precise industrial ecosystem that supports manufacturing at multiple levels [6].

10月11日，工业和信息化部、人力资源社会保障部、商务部等七部门联合印发《深入推动服务型制造创 新发展实施方案（2025—2028年）》（以下简称《方案》），明确提出到2028年，服务型制造在制造业 高质量发展中的作用进一步增强，完成20项标准制定，打造50个领军品牌，建设100个创新发展高地。 建设100个创新发展高地 服务型制造是以客户需求为导向、以数智技术为支撑，通过创新优化生产组织形态、运营管理方式和商 业发展模式，将服务深度嵌入制造业产品全生命周期和各环节，延伸产业链、重塑价值链、构建新生 态，实现制造与服务融合发展的新型产业形态。 《方案》从企业、行业、区域和生态四个维度，提出体系化推动服务型制造创新发展的任务措施。 《方案》围绕构建以先进制造业为骨干的现代化产业体系、促进信息化和工业化深度融合，以深化改革 为动力，以推动科技创新和产业创新深度融合为引领，坚持应用牵引、创新驱动、融合发展，强化技术 创新、模式创新和成果推广应用，增强生产性服务业支撑能力，激发经营主体活力，夯实发展底座，优 化产业生态，打造服务型制造升级版，促进先进制造业与现代服务业深度融合，发展壮大新质生产力， 塑造制造业发展新动 ...

Core Viewpoint - The development of service-oriented manufacturing is crucial for enhancing the quality and efficiency of the manufacturing industry in China, as highlighted by the recent implementation plan issued by the Ministry of Industry and Information Technology (MIIT) [2][3]. Summary by Sections Service-oriented Manufacturing - Service-oriented manufacturing has become a significant direction for the development of the manufacturing industry, promoting deep integration between advanced manufacturing and modern services [2]. - The core of service-oriented manufacturing is the transition from merely selling products to offering "products + services," which is emphasized in the government's work report [2]. Implementation Plan - The MIIT, along with six other departments, has issued an implementation plan for the innovation and development of service-oriented manufacturing from 2025 to 2028, outlining seven main tasks and three special actions [3][4]. - The plan aims to enhance the role of service-oriented manufacturing in high-quality development, with specific goals such as establishing 20 standards, creating 50 leading brands, and building 100 innovation development hubs by 2028 [3][4]. Main Tasks and Special Actions - The seven main tasks include strengthening key common technology research, cultivating key productive service industries, promoting service-oriented manufacturing models, advancing standard system construction, stimulating business vitality, creating innovation development hubs, and solidifying the foundation for service-oriented manufacturing [3][4]. - The three special actions focus on enhancing shared manufacturing platforms, improving brand recognition for service-oriented manufacturing enterprises, and developing innovative application scenarios [4]. Challenges and Support - Despite the rapid development of service-oriented manufacturing, challenges such as weak supply capabilities for key technologies and an incomplete standard system remain [4]. - The plan encourages increased investment in innovation and the development of a list of key common technologies for service-oriented manufacturing, aiming to enhance the overall ecosystem for industrial development [5]. Economic Impact - The contribution of productive services to GDP growth is recognized as vital for high-quality economic development, with a target for productive services to account for 60% of the service industry and 35% of GDP by 2035 [5].

Group 1: Biomedical Innovation - The State Council of China has announced regulations to standardize clinical research and application of new biomedical technologies, aiming to promote medical science and ensure healthcare quality [1] - The innovative pharmaceutical industry is expected to benefit from domestic policies and international licensing, with overseas licensing amounts projected to exceed $66.8 billion by mid-2025 [1] - 31% of innovative drugs introduced by international pharmaceutical companies originate from China, highlighting the country's growing influence in the global pharmaceutical landscape [1] Group 2: Export Control Measures - The Chinese government has implemented export controls on rare earth materials, citing their significant military applications and the need to maintain global peace and stability [2][3] - China emphasizes that its export controls are not prohibitive and will allow compliant applications, aiming to facilitate trade while ensuring national security [3] - The U.S. has announced a 100% tariff on certain Chinese goods in response to China's export controls, which China views as a double standard and a violation of fair trade practices [3][4] Group 3: Market Regulation and Corporate Governance - The China Securities Regulatory Commission (CSRC) has proposed significant penalties for *ST Yuancheng, including a fine of approximately $5.6 million for financial misconduct, and a 10-year market ban for its actual controller [7] - The CSRC's investigation revealed that *ST Yuancheng had inflated revenue and profits for three consecutive years, violating securities laws [7] Group 4: Technological Development Initiatives - The Ministry of Industry and Information Technology (MIIT) and other departments have released a plan to promote service-oriented manufacturing innovation from 2025 to 2028, focusing on enhancing information infrastructure and integrating AI technologies [8] - Shanghai has introduced measures to accelerate the development of cutting-edge technologies, including brain-computer interfaces and quantum technology, to foster innovation in key sectors [8] Group 5: Market Performance and Economic Indicators - U.S. stock markets experienced significant declines, with the Nasdaq dropping over 3%, attributed to rising uncertainties and government shutdown concerns [12] - Upcoming economic data releases, including China's CPI and PPI for September, are anticipated to provide insights into economic trends and inflation [13]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 本周末影响市场的重要资讯有：央行货币政策委员会召开2025年第三季度例会；八部门印发有色金属行 业稳增长工作方案；白银飙至14年新高，北交所并购重组市场活跃度显著提升；美联储10月降息25个基 点的概率为87.7%；小米17系列刷新2025年国产手机首销全天销量纪录；万达集团王健林被限高，摩尔 线程首发申请成功通过上交所审议。 【宏观要闻】 美方宣布将对中方加征100%关税 商务部回应四大关切 有记者问：10月9日，商务部、海关总署发布公告，对相关稀土物项实施出口管制。请问中方有什么考 虑？ 答：中方发布了关于稀土等相关物项的出口管制措施，这是中国政府依据法律法规，完善自身出口管制 体系的正当做法。当前世界局势动荡不安，军事冲突时有发生，中方注意到中重稀土相关物项在军事领 域有重要应用。中国是负责任大国，依法对相关物项实施出口管制，目的是更好维护世界和平与地区稳 定，履行防扩散等国际义务。中国的出口管制不是禁止出口，对符合规定的申请将予以许可。在措施公 布前，中方已通过双边出口管制对话机制向各有关国家和地区作了通报。中方愿与各国加强出口 ...