Core Insights - The State Council of China has issued an implementation opinion to accelerate the cultivation of new application scenarios in the digital economy, focusing on technologies like the metaverse, virtual reality, and robotics, which provides unprecedented policy opportunities for cultural and technological enterprises [1] - The market for cultural tourism integration in China is rapidly expanding, projected to grow from 2.32 trillion yuan in 2024 to over 7 trillion yuan by 2025, with the digital cultural tourism market expected to reach 1.1 trillion yuan in 2023 and exceed 1.5 trillion yuan by 2025 [1] - Zhejiang Dafeng Industrial Co., Ltd. is positioned as a leading enterprise in the cultural tourism industry, aiming to seize market opportunities through partnerships and innovative applications in robotics and entertainment [1][2] Company Overview - Dafeng Industrial is a global leader in providing comprehensive solutions for the cultural tourism industry, with core businesses including cultural tourism technology equipment, digital art technology, and rail transit equipment [2] - The company has participated in major national projects, such as the CCTV Spring Festival Gala stage system and the Beijing Winter Olympics main torch, and has a presence in over 100 countries, holding over 1,000 patents [2] - In October, Dafeng Industrial launched the world's first human-robot interactive band, "Aieribadi," marking a significant innovation in the integration of technology and art in the music industry [2] Technological Integration - Dafeng Industrial has been actively exploring the integration of cutting-edge technologies with its core cultural tourism business, deploying software for interactive displays, smart navigation, and intelligent control systems [3] - The company has formed a strategic partnership with Shanghai Zhiyuan New Technology Co., Ltd. to establish a joint venture focused on the application of humanoid robots in cultural tourism, utilizing a "technology + scenario + IP" model [3] - A comprehensive strategic cooperation with Alibaba Cloud is set to enhance the development of lightweight models for cultural performance and tourism experiences, aiming to lower the R&D threshold for entertainment robots [3] Market Potential - The demand for cultural tourism is robust, with significant cost advantages for robotic replacements, indicating a strong potential for robots in the cultural tourism sector [4] - The adaptability of humanoid robots to the current development stage aligns well with the cultural tourism industry, suggesting that companies in this sector are likely to benefit from these advancements [4]

Core Insights - The Chinese government has issued implementation opinions to accelerate the cultivation and large-scale application of new scenarios, emphasizing the importance of these scenarios in validating new technologies and products, and promoting the integration of technological and industrial innovation [1][2]. Group 1: New Application Scenarios - The opinions focus on creating new application scenarios in five areas: digital economy, artificial intelligence, industrial transformation, social governance, and improving people's livelihoods [2]. - In the digital economy, the government aims to explore applications of technologies such as the metaverse, virtual reality, and robotics, enhancing the integration of the digital and real economies [2][3]. - For artificial intelligence, the emphasis is on strengthening core technology development and promoting high-value application scenarios to meet diverse needs across various sectors [2]. Group 2: Industrial Transformation and Upgrading - In the manufacturing sector, the focus is on intelligent manufacturing, green manufacturing, and service-oriented manufacturing, with support for innovative production lines and smart factories [3]. - The transportation sector will see the introduction of new technologies for smart traffic management and optimization of urban transport structures, enhancing efficiency while ensuring safety [3]. - The opinions also highlight the need for collaborative reforms in market access, scenario cultivation, and resource allocation to support the development of new productive forces [3].

1、国办发文！事关人工智能等多个应用场景建设 重要程度：★★★★★ 11月7日，国务院办公厅印发《关于加快场景培育和开放 推动新场景大规模应用的实施意见》。《意见》 聚焦打造一批新领域新赛道应用场景、建设一批产业转型升级的新业态应用场景等五个方面，提出22类场 景培育和开放重点领域。以下为部分重点内容： 在办公、社交、消费、娱乐等领域探索应用元宇宙、虚拟现实、智能算力、机器人等技术创新应用场景， 推动实体经济和数字经济深度融合。 推动深海探测、深海开采、深远海养殖、海洋工程装备、海洋电子信息、海洋生物医药等场景培育和开 放，打造一批深海科技创新策源地。 推动大数据、物联网、脑机接口等新一代信息技术及医疗机器人等智能设备集成应用，创新健康咨询、问 诊指引、辅助诊断、远程医疗、用药审核等医疗应用场景。 人工智能领域。加强关键核心技术攻关和推广应用，加快高价值应用场景培育和开放，更好满足科技、产 业、消费、民生、治理、全球合作等各领域发展需要。 点评：国办放大招了，要加速AI应用落地。这几天，外围市场在都担心AI泡沫，科技股跌的稀里哗啦。但 自选哥以为，只有无法落地的才叫泡沫，AI显然不是。因此也能看到，我们在加快 ...

Core Insights - The State Council issued an implementation opinion to accelerate the cultivation and large-scale application of new scenarios, focusing on creating new application scenarios in various fields and promoting industrial transformation and upgrading [1][27]. Group 1: New Fields and New Tracks - The digital economy sector aims to explore applications of technologies like the metaverse, virtual reality, and robotics, enhancing the integration of the digital and real economies [2][30]. - In the artificial intelligence sector, there is a push for the cultivation and opening of high-value application scenarios to meet diverse development needs across technology, industry, and governance [3][30]. - The development of a comprehensive unmanned system across land, sea, and air is encouraged, with applications in tourism, logistics, and public services [4][30]. - The biotechnology sector is set to expand applications in new materials, energy, and environmental protection, focusing on bio-based materials and low-carbon transformations [5][30]. - Clean energy applications are to be promoted in various transportation sectors, aiming for a collaborative development of the clean energy industry chain [6][31]. - The marine development sector will focus on deep-sea exploration and biotechnology applications [7][31]. Group 2: Industrial Transformation and Upgrading - The manufacturing sector will innovate in smart and green manufacturing, supporting the development of intelligent factories and zero-carbon parks [8][32]. - The transportation sector will implement new technologies for smart traffic management and optimize urban transport structures [11][32]. - The logistics sector will accelerate the development of smart logistics hubs and explore new models integrating technology and logistics [12][32]. - Modern agriculture will enhance digital applications in breeding and farming, promoting digital transformation in livestock and aquaculture [13][33]. Group 3: Industry-Specific Application Scenarios - The emergency management sector will focus on digital scenarios for disaster response, enhancing capabilities in monitoring and rescue operations [15][34]. - The mining safety sector will integrate technologies for intelligent decision-making and automation to improve safety standards [16][34]. - The water conservancy sector will promote integrated monitoring and management applications to enhance flood prevention and water resource management [17][34]. - The construction safety sector will implement intelligent risk monitoring and autonomous inspections to improve safety management [18][35]. - The forestry sector will utilize remote sensing technologies for ecological monitoring and disaster prevention [19][35]. Group 4: Social Governance and Public Services - The government services sector will enhance smart services through intelligent appointment and identity verification systems [20][36]. - The smart city sector will focus on urban infrastructure and digital transformation to improve community services [21][36]. - The rural construction sector will promote digital village initiatives to enhance governance and service standards [22][36]. Group 5: Enriching Livelihood Application Scenarios - The healthcare sector will integrate new technologies for innovative medical applications, including remote healthcare services [23][37]. - The elderly care and childcare sectors will innovate service delivery through smart devices and remote systems [24][37]. - The cultural and tourism sector will accelerate the application of digital technologies to enhance visitor experiences [25][37]. - The cross-industry consumption sector will promote the integration of various sectors to create new consumer experiences [26][37].

Core Viewpoint - The State Council of China has issued an implementation opinion aimed at accelerating the cultivation and opening of application scenarios to promote large-scale application of new scenarios, emphasizing the integration of technology and industry to drive economic and social high-quality development [2][4][10]. Group 1: Overall Requirements - The opinion emphasizes the need for innovation-driven, reform-pushing, and systematic promotion of application scenarios, leveraging China's vast market and rich application scenarios to support the construction of comprehensive major scenarios and high-value niche scenarios [10][11]. Group 2: Economic and Social Application Scenarios - Focus on creating new application scenarios in digital economy, artificial intelligence, and unmanned systems, promoting the integration of the digital economy with the real economy [11][12]. - Encourage the application of biotechnology in new materials, energy, and environmental protection, establishing a bio-technology industry ecosystem [12][13]. Group 3: New Business Application Scenarios - In manufacturing, support the development of smart factories and green manufacturing, and promote the application of intelligent transportation and logistics systems [13][14]. - In modern agriculture, enhance digital applications in breeding and farming, and promote smart agricultural practices [14][15]. Group 4: Industry-Specific Application Scenarios - In emergency management, improve digital capabilities for disaster monitoring and response [15][16]. - In mining safety, integrate technologies for intelligent monitoring and decision-making to enhance safety production [16][17]. Group 5: Social Governance and Public Services - Promote smart governance through intelligent services in public administration and urban management, enhancing the efficiency of public services [17][18]. - In healthcare, integrate new technologies for remote medical services and health management [18][19]. Group 6: Resource Allocation and Policy Support - Emphasize the need for fair and efficient allocation of scenario resources, encouraging collaboration across regions and industries [20][21]. - Strengthen policy support for new business scenarios and ensure the alignment of various policies to maximize their impact [22][23]. Group 7: Implementation and Coordination - Local governments and relevant departments are urged to enhance coordination and implement the cultivation and opening of application scenarios effectively [24][25].

Core Viewpoint - The article emphasizes the importance of cultivating and opening new application scenarios to promote the large-scale application of new technologies and products, thereby driving economic and social development through innovation and integration [1][2]. Group 1: Overall Requirements - The initiative is guided by Xi Jinping's thoughts and aims to leverage China's vast market and diverse application scenarios to support the construction of various integrated application scenarios across different sectors [2]. Group 2: Expanding Economic and Social Application Scenarios - The focus is on creating new application scenarios in emerging fields such as digital economy, artificial intelligence, and clean energy, promoting the integration of digital and physical economies [3][4]. - The initiative encourages the development of application scenarios in biotechnology, emphasizing the integration of biological technologies into various industries [4]. Group 3: New Business Application Scenarios for Industrial Transformation - In the manufacturing sector, the emphasis is on smart and green manufacturing, supporting the development of intelligent factories and zero-carbon parks [5]. - The transportation sector is encouraged to innovate in smart traffic management and logistics, enhancing efficiency and safety [5]. Group 4: Industry-Specific Application Scenarios - The emergency management sector is focusing on digitalization and smart technologies to improve disaster response capabilities [7]. - The mining safety sector aims to integrate advanced technologies for enhanced safety and operational efficiency [7]. Group 5: Social Governance and Service Application Scenarios - The government service sector is pushing for smart governance solutions, including intelligent appointment systems and digital social services [8]. - The rural construction sector is set to enhance information technology applications to improve governance and service standards [9]. Group 6: Enriching Livelihood Application Scenarios - The healthcare sector is promoting the integration of new technologies for improved medical services, including remote healthcare and intelligent diagnostics [10]. - The cultural and tourism sectors are encouraged to adopt digital technologies to enhance visitor experiences and service delivery [11]. Group 7: Promoting Scene Opening and Resource Allocation - The initiative calls for increased efforts in opening up various application scenarios and ensuring fair and efficient allocation of resources across different sectors [12]. - It emphasizes the importance of collaboration among different regions and sectors to maximize the benefits of new technologies [12]. Group 8: Enhancing Application Scenario Support Capabilities - The government is committed to strengthening policy support and management systems to facilitate the development of new application scenarios [14]. - There is a focus on ensuring safety and risk management in the implementation of these new scenarios [14]. Group 9: Strengthening Organizational Implementation - Local governments and relevant departments are urged to collaborate and effectively implement the initiative, with a focus on demonstrating leadership in the development of application scenarios [15].

Core Viewpoint - The State Council's implementation opinion emphasizes accelerating the cultivation of scenarios and promoting large-scale applications in the digital economy, focusing on data utilization and technological innovation [1] Group 1: Digital Economy Development - The document highlights the importance of exploring the potential of data elements, supporting innovation in data analysis, circulation, usage, and security [1] - It calls for enriching the supply of data products and services across various sectors, including office, social, consumption, and entertainment [1] Group 2: Technological Innovation Applications - The opinion encourages the exploration of application scenarios for technologies such as the metaverse, virtual reality, intelligent computing power, and robotics [1] - It aims to promote the deep integration of the real economy and the digital economy through these technological innovations [1]

Core Points - Chaoyang District has launched a new implementation plan to promote the high-quality development of the gaming and esports industry, offering financial support of up to 10 million yuan for original games that embody excellent Chinese cultural connotations and promote socialist core values [1] - The plan includes eight major projects focusing on innovation in industry-university-research collaboration, technology-enabled platform construction, and a comprehensive service system for the esports industry [1] - The district aims to establish itself as a national leader in the online gaming and esports industry by supporting game companies in key areas such as artificial intelligence and other cutting-edge technologies [1] Financial Support and Incentives - Original games that meet specific cultural and value criteria can receive a maximum support of 10 million yuan [1] - Projects utilizing technologies like artificial intelligence, virtual reality, and naked-eye 3D will be rewarded [1] - New esports venues that meet international standards can also receive up to 10 million yuan in support [1] Infrastructure and Development - Chaoyang District plans to create a development pattern characterized by "one corridor, two zones, and multiple points" to enhance the gaming industry [1] - The district is focused on adjusting industrial formats and developing esports and related industries [1] - The construction of professional esports venues is being prioritized, with the introduction of the largest esports venue in North China, Weibo IN, serving as a key location for events [2] Event Highlights - The 2024 King of Glory KPL Annual Finals will be held at Beijing Workers' Stadium, attracting 33,000 spectators and significantly boosting local hotel occupancy and commerce [2] - The 2025 KPL Annual Finals will take place at the Bird's Nest, expected to draw over 60,000 attendees, marking a significant milestone for mobile esports events [2]

Core Viewpoint - Mars Era Education has officially relocated its headquarters to the Zhongguancun Virtual Reality Industrial Park in Beijing, marking a significant step in integrating education with industry needs, particularly in the digital arts and virtual reality sectors [1][2][4]. Group 1: Company Overview - Mars Era Education has been a key player in digital arts education for 31 years, having trained over 300,000 digital creative talents, many of whom have entered emerging industries such as virtual reality and the metaverse [1][5]. - The company offers core courses in popular career fields including virtual reality, game art, film post-production, 3D animation, AI design, and interior design [1]. Group 2: Industry Context - The Zhongguancun Virtual Reality Industrial Park is a core platform for developing Beijing's virtual reality industry, housing numerous well-known companies in the sector [2][4]. - The park has attracted nearly 40 enterprises, including four from the "China VR Top 50" and five from the "China XR Top 100," creating a robust ecosystem for hardware development, content production, and talent cultivation [4]. Group 3: Strategic Importance - The relocation is seen as a deep integration of the education chain with the industry chain, ensuring a precise alignment between talent cultivation and industry demand [2][4]. - The local government has implemented a unique support policy for the virtual reality industry, addressing various needs from business establishment to talent accommodation, which will benefit Mars Era Education and its students [4].

Core Viewpoint - Kosen Technology's stock has shown significant growth this year, with a year-to-date increase of 78.21%, indicating strong market performance and investor interest [1][2]. Group 1: Stock Performance - On November 7, Kosen Technology's stock rose by 2.06%, reaching 13.90 CNY per share, with a trading volume of 4.03 billion CNY and a turnover rate of 5.35%, resulting in a total market capitalization of 77.13 billion CNY [1]. - The stock has experienced a 6.35% increase over the last five trading days, a 1.61% increase over the last 20 days, and a 52.58% increase over the last 60 days [1]. - Kosen Technology has appeared on the daily trading leaderboard 20 times this year, with the most recent appearance on September 22, where it recorded a net purchase of 1.31 billion CNY [1]. Group 2: Company Overview - Kosen Technology, established on December 1, 2010, and listed on February 9, 2017, is located in Kunshan, Jiangsu Province, and specializes in precision manufacturing processes such as die casting, forging, stamping, CNC machining, laser cutting, and injection molding [2]. - The company serves notable clients including Apple, Amazon, Google, and Medtronic, providing precision metal and plastic components for consumer electronics, medical devices, automotive products, and more [2]. - The revenue composition of Kosen Technology includes 76.75% from consumer electronics, 10.58% from energy storage, 8.10% from medical devices, and 3.33% from other precision metal components [2]. Group 3: Financial Performance - For the period from January to September 2025, Kosen Technology reported a revenue of 2.453 billion CNY, reflecting a year-on-year decrease of 6.45%, while the net profit attributable to shareholders was -115 million CNY, showing a year-on-year increase of 50.94% [2]. - The company has distributed a total of 283 million CNY in dividends since its A-share listing, with 71.68 million CNY distributed over the past three years [3].