人民财讯9月29日电，据交通运输部消息，9月28日至29日，交通运输部党组书记、部长刘伟到浙江省杭 州市、温州市调研交通运输领域新质生产力发展、综合交通枢纽建设、港口高质量发展等情况，督导检 查中秋国庆假期交通运输安全生产和服务保障工作。在杭州市，刘伟来到杭州城市大脑运营指挥中心， 了解杭州城市大脑建设情况，听取浙江数字交通建设工作汇报。他强调，要深入实施"人工智能+交通 运输"行动，加快推动人工智能在交通运输领域规模化创新应用，助力智慧城市建设。刘伟来到杭州西 站，调研枢纽及周边配套设施建设情况。他强调，要统筹谋划推进综合交通枢纽建设，强化综合交通枢 纽智慧安全绿色发展，加快完善现代化综合交通运输体系，提高交通运输服务水平和整体效率。 ...

在政策利好与技术创新的双轮驱动下，中国智能交通市场正呈现快速增长态势。据前瞻产业研究院预测，2025年我国智 慧交通行业市场规模约2500亿元，到2030年有望超过3000亿元。 13家公司年内获机构扎堆调研 《意见》提出，到2027年，人工智能在交通运输行业典型场景广泛应用，综合交通运输大模型体系落地部署，普及应用 一批智能体，建成一批"人工智能+交通运输"标志性创新工程，人工智能成为引领交通运输创新发展的重要动力。到2030 年，人工智能深度融入交通运输行业，智能综合立体交通网全面推进。智慧交通与智慧物流领域关键核心技术实现自主 可控，总体水平位于世界前列，培育一批新产业、新业态，形成较为完备的交通领域人工智能治理体系，引领交通运输 高质量发展和高水平安全迈上新台阶。 产业呈现快速增长态势 人工智能(AI)赋能千行百业，"人工智能+"正从蓝图走向现实，改变人类的生活方式。此前印发的《关于深入实施"人工智 能+"行动的意见》明确到2027年，智能终端、智能体等应用普及率超70%，2035年全面步入智能社会。 中国产业研究院表示，在数字技术与实体经济深度融合的背景下，AI正以颠覆性力量重塑交通运输业。从城市交 ...

Macro Economic Group - In the first eight months of the year, the total profit of industrial enterprises above designated size reached 46,930 billion yuan, a year-on-year increase of 0.9%, marking the first positive growth since April this year, with a recovery of 2.6 percentage points compared to January-July [3] - In August, the profit of industrial enterprises increased by 20.4% year-on-year, a significant rebound of 21.9 percentage points compared to July [3] - The profit margin of industrial enterprises was 5.24% in the first eight months, up from 5.15% in July, while the manufacturing sector's profit margin was 4.53%, up from 4.46% in July [3] Industry Overview - The industries with the highest year-on-year growth rates from January to August include transportation equipment manufacturing, non-ferrous metals, and electrical machinery and equipment manufacturing, while the lowest growth rates were seen in coal mining, steel, furniture manufacturing, and textile and apparel industries [4] - Notable improvements in year-on-year growth in August were observed in the liquor, beverage, and refined tea manufacturing, steel, non-ferrous metals, chemical fiber, and transportation equipment manufacturing sectors [4] - The cement industry is expected to reduce inefficient clinker production capacity by about 10% this year, with the overall capacity utilization rate currently at around 50% [7] Advanced Manufacturing Group - The Ministry of Transport and other departments have issued the "Implementation Opinions on 'Artificial Intelligence + Transportation'", aiming to establish a smart integrated transportation network by 2030 [11] - The demand for energy storage has exceeded expectations this year, driven by the expansion of new energy and the introduction of capacity price policies, leading to improved internal rate of return (IRR) for energy storage [12] - The lithium extraction capacity from salt lakes in China is expected to significantly increase, with major companies accelerating project layouts, which may lead to a decrease in lithium carbonate prices [13]

Group 1 - The Ministry of Transport and six other departments have jointly released the "Implementation Opinions on 'Artificial Intelligence + Transportation'" aiming to establish a series of landmark innovative projects by 2027, with "smart shipping" being one of the seven key scenarios [1] - Xingtong Shipping Co., leveraging its leading position in coastal bulk liquid hazardous goods transportation, is accelerating its entry into the "AI + shipping" industry by focusing on AI technology development [1][5] Group 2 - Xingtong Shipping has developed the first data asset benchmark in the hazardous goods transportation industry, with its "Ship Operation Efficiency Analysis Dataset" certified by the Fujian Intellectual Property Protection Center, aligning with the call for high-quality data set construction [2] - The company has implemented the "AI-Xingzai" shipping model based on the DeepSeek API, achieving digital transformation across business knowledge management, vessel scheduling, and fleet operation management [3] Group 3 - Xingtong Shipping has collaborated with Wuchang Shipbuilding to create China's first 25,900-ton methanol dual-fuel stainless steel chemical tanker, "Xingtong Hailion," which integrates intelligent navigation and energy management systems [4] - The "Xingtong Hailion" series of smart vessels represents a key initiative in the company's development strategy and a practical response to the national call for "AI + transportation" [4][5] Group 4 - The global shipping industry is undergoing a critical digital transformation, supported by national policies that provide strong momentum for high-quality development [5] - Xingtong Shipping is transitioning from a traditional shipping leader to a smart shipping pioneer, aiming to deepen the integration of "AI + shipping" and expand its long-term growth potential [5]

申购提示：今日（9月29日）1只新股申购。 预告：今日国新办两场发布会。 重要的消息有哪些 1．申购提示：新股方面，道生天合申购代码780026，发行价5.98元/股，申购上限2.75万股。投资有风险，申购需谨慎。 2．预告：今日国新办将举行两场发布会。其中，上午10时举行"高质量完成'十四五'规划"系列主题新闻发布会，请水利部部长李国英介绍"十四五"时期水利 高质量发展成就；下午2时举行"高质量完成'十四五'规划"系列主题新闻发布会，请中央宣传部副部长、文化和旅游部部长孙业礼介绍"十四五"时期文化和旅游 高质量发展成就。 3．工业和信息化部等八部门印发《有色金属行业稳增长工作方案（2025—2026年）》。其中提到，2025—2026年，有色金属行业增加值年均增长5%左 右，经济效益保持向好态势，十种有色金属产量年均增长1.5%左右，铜、铝、锂等国内资源开发取得积极进展，再生金属产量突破2000万吨，高端产品供给 能力不断增强，绿色低碳、数字化发展水平持续提升。 多部门发文部署，有色金属行业、人工智能+交通运输、数字经济、石化化工等领域迎政策支持。 8月规模以上工业企业利润明显改善。 中国人民银行（下称"央 ...

Market Strategy - The market trading activity is decreasing ahead of the holiday, suggesting a shift towards defensive strategies [5][9] - The overall A-share market saw a decline of 1.20%, with the Shanghai Composite Index down 0.65% and the ChiNext Index down 2.60% [7][8] - The market is expected to remain volatile as investors seek to avoid uncertainties before the holiday, with potential for capital to flow back into the market post-holiday if no major risks arise [9] Economic Insights - The People's Bank of China conducted a 7-day reverse repurchase operation of 181.7 billion yuan, indicating liquidity management efforts [15][16] - From January to August, profits of large-scale industrial enterprises increased by 0.9% year-on-year, with significant growth in August at 20.4% [17][18] Industry Dynamics - In October, China's battery production is projected to reach 186 GWh, marking a month-on-month increase of 22.4% and a year-on-year increase of 45.3% [28][29] - The offshore wind power project in Hainan is set to procure 600 MW of wind turbine equipment, highlighting ongoing investments in renewable energy [32][33] - The completion of submarine cable laying for the Qingzhou offshore wind farm marks a significant advancement in offshore wind energy infrastructure [34] Company Updates - Meikang Bio (300439.SZ) received a medical device registration certificate for its anti-Xa testing kit, indicating progress in its product offerings [36] - Aibo Medical (688050.SH) has received approval for its extended focus artificial lens, enhancing its product portfolio in the medical device sector [38] - Mingyang Smart Energy (601615.SH) successfully tested over 1,300 offshore wind turbines against Typhoon "Haikasa," demonstrating the resilience of its technology [39]

报告要点 丨证券研究报告丨 [TaSummary] 今年以来，受资金风格切换等因素影响，交运板块核心红利资产标的均面临一定程度股价调整， 估值及股息率重回高性价比区间，显著领先十年期国债收益率，对于绝对收益资金吸引力逐步 提升。基于行业特征，我们重点推荐交运板块中具有低估值、高股息特征的垄断性资产，1）买 低波稳健+分红确定：优选高速公路龙头（招商公路以及宁沪高速等），以及大秦铁路与青岛港； 2）短期看，港股市场估值折价明显、股息率更具性价比，建议关注港股向上弹性。 行业研究丨行业周报丨运输 [Table_Title] 当前时点，如何看待交运红利资产配置价值？ 分析师及联系人 [Table_Author] SAC：S0490512020001 SAC：S0490520020001 SAC：S0490519060002 SAC：S0490520080027 SAC：S0490524120001 SFC：BQK468 SFC：BWN875 韩轶超 赵超 鲁斯嘉 张银晗 胡俊文 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Title2] 当前时点，如 ...

明日主题前瞻 1、存储 | 据台湾工商时报消息，DRAM及NAND闪存市场缺货情况较此前预测更为严峻，预计今年四季度及2026年行业价格将进一步上升。继闪迪、美 光、三星及西部数据宣布涨价之后，存储模组大厂威刚在日前宣布，自29日起停止DDR4报价，DDR5与NAND闪存优先供应主要客户；NAND闪存控制芯片 大厂群联则已在近日恢复部分报价，价格涨幅约10%，被看作NAND闪存市场的"开涨信号"。 点评：业内人士多认为，存储第四季度涨价已成定局。虽然10月合约价尚未正式敲定，但上游原厂涨价态度更为强势，涨幅可能超过原有预期——根据原有 预期，DDR5合约价上涨10%-15％、现货价15%-25％，DDR4合约价涨幅逾10％、现货价逾15％。当前海外存储原厂盈利需求急迫，且由于AI高景气，相关 产能逐步转向高阶产品，叠加下半年传统备货旺季，平安证券认为，自第二季度起DRAM和NAND Flash存储产品合约价有望筑底回升，叠加eSSD、 RDIMM等企业级存储产品需求持续高企，相关存储产业链企业业绩有望迎来明显改善。 2、固态电池 | 据科技日报报道，日前，清华大学化工系教授张强领衔的团队在锂电池聚合物电解质研 ...

Core Viewpoint - The joint implementation opinion by seven departments aims to promote the large-scale innovative application of artificial intelligence in the transportation sector through the establishment of a comprehensive transportation model and 16 specific tasks [1] Group 1: Goals and Objectives - The overall goal of the "Artificial Intelligence + Transportation" initiative is to achieve widespread application of AI in typical scenarios of the transportation industry by 2027, with the deployment of a comprehensive transportation model system and the establishment of several landmark innovative projects [3] - By 2030, the initiative aims for deep integration of AI into the transportation sector, with a fully advanced intelligent comprehensive transportation network and self-controlled key core technologies, positioning the overall level among the world's leaders [3] Group 2: Key Technology Development - The opinion emphasizes the need for application technology breakthroughs, accelerating innovation in smart products, and enhancing the research and application of new technologies and equipment, including the construction of a comprehensive transportation model [5] Group 3: Focus Areas - The initiative targets seven key areas, including the promotion of combined auxiliary driving demonstrations, development of intelligent railway equipment and systems, upgrading port intelligence and smart shipping, creating smart civil aviation, enhancing postal and express delivery intelligent facilities, building intelligent maintenance systems for transportation infrastructure, and advancing digitalization in intermodal transport and smart logistics [7] - Additionally, the opinion outlines the construction of a multimodal and multi-scenario transportation big data resource system, along with a unified transportation data transmission network that integrates land, air, and cloud, providing a high-speed, reliable, and secure support system for AI applications [7]

交通运输部数据显示， 庞大的交通基础设施中蕴含了丰富的人工智能应用场景，通过系统遴选，交通运输部提炼出860余个典型应用场景，为人工智能技术持续迭代与深度融合提 供了坚实载体。 昨天，交通运输部等七部门联合发布《关于"人工智能+交通运输"的实施意见》，推动人工智能在交通运输领域规模化创新应用。 交通运输部将实施一批标志性创新工程 近期，交通运输部将实施一批"人工智能+交通运输"标志性创新工程。 重点推动人工智能的实际应用和算力支撑 近年来，我国人工智能产业实现链式发展。随着人工智能技术不断创新突破，人工智能产业规模持续增长，数据、算力、模型、应用等产业链多业态蓬勃发 展，专家表示交通运输场景多元、数据丰富、市场广阔，为深入实施"人工智能+交通运输"行动奠定了良好基础，未来还将重点推动人工智能的实际应用和 算力支撑。 这两天，一艘来自澳大利亚满载20.54万吨铝矾土的货轮靠泊青岛港。在船舶到港前七天，这家大宗商品物流企业就通过港口智能系统同步掌握了靠泊信 息，不仅让货物"丝滑"进出港，还可在上面查询航线如何走、排期如何定、运价何时优等问题。 如今，我国自动化码头的建设规模、作业效率与技术水平均位居世界前列，自动 ...