第一：七部门发布，算力、人工智能再度迎来利好 昨天，国家7部门联合发布，深入推动服务型制造创新发展方案，提出要深化"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， 势必未来在算力、人工智能上面的投入不会少，对高科技板块都是利好。不过美高科技大跌，能抵消影响吗？ 第四：周末愉快 昨天是正常上班，今天小放一天假期，感觉工作节奏被打乱了不少。 不过，不要紧，反正都是享受人生的日子，努力是一天，不努力也是一天。为何不选择全力以赴呢？ 我是股民聪哥，一个立志花10年让1亿粉丝轻松看懂财经的男人，关注我，一起向上成长。 以上仅为个人看法，不作为任何建议！ 由于预算"谈不拢"，美联邦ZF持续"停摆"。有工作人员表示，已经正式启动了裁员程序，如果美时间周一还没有化解危机， 15日起将暂停军队薪资。 停摆不是历史上第一次，当然也不是最后一次。两个"人"经常闹意见不统一，正常得很。只是，对经济伤害太大，美联储下 次降息几乎板上钉钉。 第三：刚果（金）钴出口禁令将于下周解除 根据周六的最新消息，刚果（金）宣布，持续了8个月的钴出口禁令将于下周（10月16日）解除。 ...

Core Viewpoint - The recent implementation plan for service-oriented manufacturing by seven departments is not just a policy document but a roadmap for investment opportunities over the next three to four years, emphasizing the integration of manufacturing and services [1][3]. Group 1: Service-Oriented Manufacturing - Service-oriented manufacturing transforms traditional manufacturing by combining product sales with services, such as remote monitoring and maintenance, enhancing efficiency and stability for businesses [3]. - The plan outlines specific goals to be achieved by 2028, including the establishment of 20 standards, the creation of 50 leading brands, and the development of 100 innovation hubs, indicating a clear growth trajectory for the industry [3][4]. Group 2: Investment Opportunities - Companies that can effectively integrate "manufacturing + services" are expected to receive more policy support and capture greater market share, leading to improved performance [3][4]. - The plan highlights the need for adequate computing power infrastructure to support smart manufacturing, suggesting that companies providing such services will have tangible orders and growth potential [4]. - The integration of AI with service-oriented manufacturing is emphasized, with a focus on companies that can deliver practical solutions rather than just concepts [4]. Group 3: Shared Manufacturing - The concept of shared manufacturing, such as shared factories and open testing resources, is gaining attention, allowing smaller companies to access high-end equipment at reduced costs, thus driving growth for companies operating these platforms [4]. Group 4: Long-Term Planning - The policy spans from 2025 to 2028, indicating a long-term commitment to the integration of advanced manufacturing and modern service industries, which are crucial for building a modern industrial system [4][5]. - Companies must demonstrate a genuine commitment to service-oriented manufacturing with real orders and revenue to be considered viable investment opportunities, rather than relying solely on branding [5].

·张国清在浙江调研时强调大力促进专精特新企业发展壮大持续提升化工企业本质安全水平 ·七部门：培育壮大工业设计经营主体，加强新型信息基础设施建设，加速算力与行业融合应用 ·美国联邦政府"停摆"11日进入第11天特朗普要求确保发军饷但他并未透露资金来源 ·中共中央政治局委员、国务院副总理张国清9日至11日在浙江调研专精特新企业发展、安全生产等工作。他强调，要支持专精特新企业始终坚持技术创新， 持续加大研发投入；要推进强链补链固链，鼓励龙头企业、链主企业开放创新资源和应用场景，与专精特新企业深化对接合作，推动大中小企业融通创新发 展，协同提升产业链供应链韧性和国际竞争力；要深入推进化工行业安全生产治本攻坚，加强重大危险源、关键装置和重点部位巡检，抓早抓小抓苗头，推 进重大事故隐患动态清零。（新华社） ·工业和信息化部、人力资源社会保障部、商务部等七部门日前印发《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7项主要任 务，即加强关键共性技术攻关和模式创新、培育壮大重点生产性服务业、分类推进服务型制造模式推广应用、推进标准体系建设、激发经营主体发展活力、 打造服务型制造创新发展高地、夯实服 ...

重要新闻提示 住建部：目前全国有15个省、区、市二手住宅交易量超过新房 工信部等七部门：推动人工智能技术与服务型制造融合创新 中国移动：到2028年底，中国移动将持续加大对人工智能领域的投入力度，总体投入翻一番 财经新闻 "十四五"期间累计改造城镇老旧小区24万多个、4000多万户、惠及1.1亿居民 建立城市房地产融资协调机制，目前全国"白名单"项目贷款审批金额已经超过7万亿元 2. 工信部网站10月11日消息，工信部等七部门近日印发《深入推动服务型制造创新发展实施方案（2025 —2028年）》提到，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。 3. 10月11日，在2025中国移动全球合作伙伴大会上，工业和信息化部总工程师钟志红建议，前瞻布局 6G技术研发，同步培育潜在应用生态，加快高端算力芯片、工业多模态算法等技术攻关，打造高质量 数据集，大力发展智能机器人、智能穿戴等新一代智能终端，构建一体化全场景覆盖的智能交互环境， 推动万物智联。实施工业互联网和人工智能双向赋能行动，发 ...

Group 1 - The Ministry of Industry and Information Technology and six other departments issued a plan to enhance the role of service-oriented manufacturing in high-quality development by 2028, aiming to establish 20 standards, create 50 leading brands, and build 100 innovation development hubs [2] - Shanghai government announced a future industry fund of approximately 15 billion yuan to focus on key areas such as controllable nuclear fusion and brain-computer interfaces, promoting innovation resource aggregation [3] - The Ministry of Housing and Urban-Rural Development emphasized the importance of "good housing" and urban renewal as future construction priorities, with plans to accelerate the establishment of a new real estate development model [4] Group 2 - Guangdong Province appointed Meng Fanli as the acting governor, following the resignation of Wang Weizhong [5] - Three gold jewelry companies in Shenzhen's Shui Bei area were investigated for suspected illegal gambling activities, leading to criminal measures against their executives [6] - The National Olympic Sports Center's former director is under disciplinary review and investigation for serious violations of discipline and law [6] Group 3 - The U.S. government shutdown entered its 11th day, with President Trump ordering the Defense Secretary to ensure military personnel are paid during the shutdown [8] - A significant explosion at a military explosives factory in Tennessee has resulted in at least 18 missing persons, with no survivors found so far [8] Group 4 - Tianan Insurance announced it would be unable to repay a 5.3 billion yuan bond due to insufficient solvency, raising concerns about its financial stability [12] - Shenzhou Digital's controlling shareholder was recently divorced, with potential implications for the company's ownership structure due to previously frozen shares valued at approximately 3.39 billion yuan [13] Group 5 - Dongfeng Motor Group appointed Feng Changjun as the new general manager, which may impact the company's strategic direction and governance structure [10][11] - Ansteel Group appointed Guo Bin as the new general manager, indicating potential changes in the company's operational strategy [14] - Xiang Dang was officially appointed as the chairman of Great Wall Asset Management, which has over 570 billion yuan in total assets, suggesting a focus on stability and strategic development [15] Group 6 - Country Garden is undergoing a debt restructuring process for nine domestic bonds, with eight bonds' restructuring plans approved, totaling approximately 13.42 billion yuan [16]

Core Viewpoint - The article emphasizes the critical transformation of the manufacturing industry from "selling products" to "selling solutions," supported by national policies aimed at enhancing service-oriented manufacturing [1][2]. Summary by Sections National Policy Framework - On October 11, the Ministry of Industry and Information Technology and six other departments issued the "Implementation Plan for Promoting Service-Oriented Manufacturing Innovation Development (2025-2028)," outlining three core goals by 2028: establishing 20 service-oriented manufacturing standards, creating 50 leading brands, and building 100 innovation development hubs [2]. Current State and Challenges - Service-oriented manufacturing has shown initial advantages in China, with a continuous increase in development levels from 2018 to 2023. Provinces like Zhejiang and Guangdong are leading, with Zhejiang alone having established 73 national-level service-oriented manufacturing demonstration enterprises [2]. - However, challenges such as weak key technology supply, an incomplete standard system, uneven application of typical models across industries, and difficulties in statistical monitoring hinder the large-scale advancement of service-oriented manufacturing [3]. Strategic Framework for Implementation - The plan proposes a systematic approach to promote service-oriented manufacturing through seven core tasks, focusing on key common technology breakthroughs and model innovations. It encourages enterprises to increase innovation investments and enhance collaboration with industrial intelligence technologies [4]. - The plan also aims to strengthen the technology service industry, improve digital capabilities of testing and certification institutions, and develop financial services that support manufacturing enterprises [4]. Industry-Specific Strategies - The plan emphasizes "classified policies" to promote service-oriented manufacturing across various sectors, including raw materials, equipment manufacturing, electronics, and consumer goods. It aims to enhance the competitive position of industries like new energy vehicles and machinery [5]. - A significant focus is placed on strengthening the digital infrastructure, promoting the integration of 5G and industrial internet, and enhancing data resource management [5]. Practical Implementation Actions - The plan outlines three major special actions to facilitate policy implementation, with a priority on developing shared manufacturing platforms that enable collaborative production and resource sharing among enterprises [6]. - It aims to cultivate 100 leading service-oriented manufacturing enterprises and 50 brands, establishing a brand evaluation system to promote exemplary cases [6]. - The plan also focuses on creating innovative application scenarios driven by demand, targeting production, consumption, and national strategic needs [7].

Industry Developments - The Ministry of Industry and Information Technology, along with six other departments, issued a plan to promote service-oriented manufacturing innovation, emphasizing the need for new information infrastructure and the integration of "5G + industrial internet" [2] - The upcoming World Agricultural Technology Innovation Conference is scheduled to take place from October 12 to 15, 2025 [3] Macroeconomic Insights - The National Healthcare Security Administration has instructed local healthcare departments to investigate and address issues related to "dual pricing" of drugs in retail pharmacies [5] - Starting from October 11, the national railway will implement a new train operation schedule, planning to run over 13,000 passenger trains and more than 23,000 freight trains daily [6] - The Ministry of Housing and Urban-Rural Development reported that during the 14th Five-Year Plan period, approximately 5 billion square meters of new residential properties are expected to be sold, with over 7.5 million previously sold homes now delivered [6] - The People's Bank of China is seeking public opinion on a draft management measure for identifying beneficial owners of financial institution clients [6] - Shanghai has introduced new policies to systematically cultivate future industries, focusing on areas such as future manufacturing, information, materials, energy, space, and health [6] Investment News - Securities firms are gradually releasing their October stock strategy reports, with a focus on sectors like electronics, power equipment, and media, while maintaining a positive outlook on the technology sector [9] - Despite increased market volatility, several private equity firms remain optimistic about structural opportunities in the market, emphasizing that the index's rise is moderate and that there are abundant structural opportunities for stock selection [9] - The offshore bond market for Chinese entities has shown signs of recovery, with the issuance of dim sum bonds reaching 221.06 billion yuan in the third quarter, a year-on-year increase of 9.3% [9] Company Movements - Shenzhou Digital announced a high-profile divorce case involving its actual controller, which may pose risks of a change in the company's controlling shareholder due to the freezing of shares worth approximately 3.394 billion yuan [12] - Didi Autonomous Driving has secured a Series D funding round totaling 2 billion yuan, with investors including various technology and investment funds [12] - Apple is in the final stages of negotiations to acquire computer vision startup Prompt AI, which is expected to enhance its HomeKit smart home ecosystem [12] - Meituan has launched a pilot program in seven cities to allow delivery riders to block abusive customers, with plans to expand this feature nationwide [12]

Group 1: Policy and Industry Development - The Ministry of Industry and Information Technology and six other departments issued a plan to enhance the role of service-oriented manufacturing in high-quality development by 2028, aiming to establish 20 standards, create 50 leading brands, and build 100 innovation development hubs [4] - Shanghai government announced a future industry fund of approximately 15 billion yuan, targeting key areas such as controllable nuclear fusion and brain-computer interfaces to foster technological innovation and reshape industrial patterns [5] - The Ministry of Housing and Urban-Rural Development emphasized the importance of "good housing" and urban renewal as key construction focuses during the 14th Five-Year Plan, with plans to accelerate the establishment of new mechanisms for urban renewal [6] Group 2: Corporate Governance and Management Changes - Meng Fanli was appointed as the acting governor of Guangdong Province, following the resignation of Wang Weizhong [7] - Feng Changjun was appointed as the director, general manager, and deputy secretary of the Party Committee of Dongfeng Motor Group, indicating a significant leadership change that may impact the company's strategic direction [13] - Guo Bin was appointed as the director, general manager, and deputy secretary of the Party Committee of Ansteel Group, which may lead to strategic adjustments and operational changes within the company [18] Group 3: Financial and Market Developments - Tianan Insurance announced it would be unable to repay a 5.3 billion yuan bond due to insufficient solvency, raising concerns about its financial stability [15] - China’s Country Garden is undergoing a restructuring of nine domestic bonds, with eight bonds' holders approving the restructuring plan, totaling 13.41669 billion yuan, while one bond has yet to be approved [21]

Core Viewpoint - The implementation plan aims to enhance the role of service-oriented manufacturing in high-quality development of the manufacturing industry by 2028, with specific targets for standards, leading brands, and innovation hubs [1] Group 1: Key Tasks - Seven main tasks are outlined, including strengthening key common technology breakthroughs and model innovation, cultivating key productive service industries, and promoting the application of service-oriented manufacturing models [1] - The plan emphasizes the establishment of a standard system, stimulating the vitality of business entities, and creating innovation development hubs for service-oriented manufacturing [1] Group 2: Specific Measures - Specific measures include nurturing industrial design entities, enhancing new information infrastructure, accelerating the integration of computing power with industry applications, and promoting the integration of artificial intelligence technology with service-oriented manufacturing [1]

Core Viewpoint - The implementation plan aims to promote the development of service-oriented manufacturing in China, targeting the establishment of an upgraded version by 2028, with specific goals for standards, brands, and innovation hubs [1][2]. Group 1: Goals and Objectives - By 2028, the plan aims to complete the formulation of 20 standards, create 50 leading brands, and establish 100 innovation development hubs [1][2]. - The initiative seeks to widely disseminate typical models of service-oriented manufacturing and continuously optimize the industrial ecosystem [1]. Group 2: Definition and Importance - Service-oriented manufacturing is defined as a new industrial form that integrates services deeply into the entire lifecycle of manufacturing products, reshaping the value chain and extending the industrial chain [1]. - Since 2016, service-oriented manufacturing has shown positive results, contributing to the high-quality development of the manufacturing sector [1]. Group 3: Challenges - Key challenges include weak supply capacity of critical technologies, an incomplete standard system, uneven application of typical models across industries, and difficulties in statistical monitoring [1][2]. Group 4: Major Tasks - The plan outlines seven main tasks, including strengthening key common technology research, promoting the application of service-oriented manufacturing models, and building a robust foundation for its development [2]. - Key productive service industries highlighted in the plan include technology services, industrial design, software and information services, productive financial services, intellectual property services, and energy-saving and environmental protection services [2].