今年8月，国务院发布《关于深入实施"人工智能+"行动的意见》，标志着"人工智能+"自2024年首次写 入政府工作报告以来，已进入全面深度实施阶段。 人工智能是引领新一轮科技革命和产业变革的战略性技术，种种迹象显示，最强地级市苏州正在大 举"押注"人工智能（AI）。 11月6日，江苏省委书记信长星在苏州调研人工智能产业。他指出，苏州在人工智能领域已经形成较好 基础，要瞄准前沿技术和细分领域，扎实推进科技创新、产业发展和应用赋能，引领生产方式、消费模 式变革，加快打造人工智能产业高地。 5天后，11月11日，江苏省省长刘小涛出席在苏州举行的2025江苏人工智能创新发展大会暨首届人工智 能OPC（一人公司）大会时谈到，人工智能是江苏"十五五"时期必须聚焦发力的方向，将发挥优势、因 地制宜，以良好生态竞逐人工智能新赛道。 11月15日，刚刚到任的苏州市委书记范波首次专题调研，同样关注人工智能。在我国科创板首家上市企 业苏州华兴源创，范波勉励企业抢抓人工智能等重大机遇，不断提升企业核心竞争力，努力为苏州服务 全省挑大梁贡献企业力量。 高层领导的密集行动，传递出苏州全力布局AI的明确信号。令外界关注的是：杭州、深圳等城市 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) of China has initiated a project to promote the integration of artificial intelligence (AI) into new industrialization, focusing on key areas such as AI industry development, "AI + manufacturing," and intelligent product equipment [2][4]. Group 1: Task Content - The initiative aims to discover and cultivate a batch of key technologies and products that are strong in technological innovation, quick in application, and exemplary in demonstration, accelerating the deep integration of AI with industry [5]. Group 2: Recommendation Conditions - Applicants must be legally registered entities within China and cannot reapply for projects that have already been recognized in previous rounds. Recommendations should prioritize projects with outstanding innovation capabilities and good industrialization prospects [7]. Group 3: Work Requirements - Applicants are required to register and submit materials by November 20, 2025. Recommendation units must confirm their recommended lists by November 30, 2025, with specific limits on the number of projects that can be recommended by different regions and entities [9][10]. Group 4: Support for Winning Units - Local governments are encouraged to leverage their development advantages to provide support in terms of policy funding, scenario opening, and application promotion for the winning units [11].

对于下一阶段的发展，李乐成提出"奋力谱写人工智能赋能新型工业化新篇章"，具体来看有六个方面， 分别是：加快关键核心技术突破、深入实施"人工智能＋制造"、着力培育人工智能优势企业、优化产业 发展环境、强化安全治理保障、深化国际交流合作。 (责任编辑：朱赫) 对于加快关键核心技术突破，李乐成表示，人工智能领域要占领先机、赢得优势，必须厚植"根技术"， 夯实算力、算法、数据等基础底座。强化算力供给，统筹用好现有支持渠道，加快突破高端芯片、高速 互联等技术，推动构建智能芯片软硬协同发展生态。建设算力互联互通平台，强化算力协同调度。攻坚 算法模型，加强语言、视觉、多模态等底层算法研究，突破类脑智能、世界模型等前沿技术。发展工业 细分领域大模型，鼓励大小模型协同创新。打造大模型公共服务平台，提供高水平模型及配套工具服 务。推动"模数共振"，引导人工智能模型与高质量数据集协同创新、深度融合，建立"数据共享、模型 优化、应用孵化、安全保障"一体化机制。 在着力培育人工智能优势企业方面，李乐成强调，企业是经济运行的基本细胞，是推动人工智能发展和 赋能应用的主力军。培育生态主导型企业，支持龙头企业加大人工智能领域创新投入，承担重 ...

转自：北京日报客户端 人工智能是新一轮科技革命和产业变革的重要驱动力量，为发展新质生产力蓄势赋能。习近平总书记高 度重视人工智能发展，明确指出："面对新一代人工智能技术快速演进的新形势，要充分发挥新型举国 体制优势，坚持自立自强，突出应用导向，推动我国人工智能朝着有益、安全、公平方向健康有序发 展。"党的二十届四中全会对"加快高水平科技自立自强，引领发展新质生产力"作出战略部署。工业和 信息化部深入学习贯彻习近平总书记关于人工智能发展的重要指示批示精神，坚定不移贯彻落实党中 央、国务院决策部署，牢牢把握人工智能赋能新型工业化的重大机遇，体系化推进人工智能产业创新和 赋能应用，为中国式现代化构筑强大物质技术基础。 一、学深悟透习近平总书记关于人工智能发展的重要论述 党的十八大以来，习近平总书记高瞻远瞩、审时度势，就人工智能发展作出一系列重要指示批示，为推 进人工智能产业发展和赋能新型工业化指明了前进方向、提供了根本遵循。我们要深刻学习领会，坚决 抓好贯彻落实。 深刻领会人工智能赋能新型工业化的重大意义。习近平总书记指出，"人工智能是引领这一轮科技革命 和产业变革的战略性技术，具有溢出带动性很强的'头雁'效应"， ...

Core Insights - Jiangsu Province has implemented two rounds of action plans since 2021 to promote intelligent manufacturing and digital transformation, resulting in over 56,000 digital transformation projects and a significant increase in key metrics such as CNC rate at 70.1% and digital management rate at 89.1% [1][2] Group 1: Achievements in Intelligent Manufacturing - Jiangsu has created 14 national digital leading enterprises and 68 excellent intelligent factories, with 15 enterprises recognized as global "lighthouse factories," the highest number in China [1] - The province has maintained the top position in the integration of informatization and industrialization for ten consecutive years and has led in high-quality manufacturing development index for four years [1] Group 2: Support for Enterprises - Jiangsu has organized self-assessments for over 50,000 enterprises to evaluate their intelligent manufacturing maturity and provided free diagnostic services to over 61,000 industrial enterprises [1][2] - The province has classified and promoted intelligent manufacturing upgrades, focusing on leading enterprises and providing guidelines for small and medium-sized enterprises (SMEs) [2] Group 3: Infrastructure and Technology Development - Jiangsu has built 310,000 5G base stations and deployed 1.915 million 10GPON ports, with a computing power scale of approximately 66 EFLOPS [3] - The province has introduced policies for independent innovation in industrial software and developed digital solutions tailored for SMEs [3] Group 4: Future Plans - A new three-year action plan for intelligent manufacturing has been launched, focusing on building a gradient system for intelligent factories and promoting digital empowerment for SMEs [4] - The plan includes enhancing information infrastructure, supporting the construction of industrial internet platforms, and promoting the integration of 5G and industrial internet applications [4] Group 5: Artificial Intelligence Initiatives - Jiangsu is promoting the "Artificial Intelligence +" initiative, focusing on developing industry-specific models and applications, and creating national AI manufacturing application bases [5] - The province aims to foster a conducive environment for digital transformation through tax incentives and support for equipment upgrades and technology transformation [5]

Report Industry Investment Rating - Not provided Core View of the Report - On Wednesday, the freight index (European Line) futures prices showed mixed trends. The main contract EC2510 closed down 0.42%, and the far - month contracts declined between 1%. The spot indicators continued to fall with a wider decline, weakening the support for futures prices. The "price war" in the shipping market has put continuous pressure on the fundamentals. The US labor market is weakening, increasing the market's expectation of an interest rate cut this month. The internal demand in the eurozone remains weak. Overall, due to the uncertainty of the trade war and weak demand expectations for the freight index (European Line), the futures prices fluctuate greatly. Investors are advised to be cautious and control risks, and track geopolitical, shipping capacity, and cargo volume data [1] Summary by Relevant Content Futures Market Data - EC main contract closing price: 1267.400, down 5.4; EC second - main contract closing price: 1674, down 0.40 - EC2510 - EC2512 spread: - 406.60, up 7.60; EC2510 - EC2602 spread: - 256.60, up 2.10 - EC contract basis: 299.06, up 1.30 - EC main contract open interest: 47320, up 114 [1] Spot Market Data - SCFIS (European Line) (weekly): 1566.46, down 207.14; SCFIS (US West Coast Line) (weekly): 980.48, down 33.42 - SCFI (composite index) (weekly): 1444.44, down 0.62; container ship capacity: 1227.97 (ten thousand TEUs), up 0.04 - CCFI (composite index) (weekly): 1149.14, down 7.18; CCFI (European Line) (weekly): 1638.77, down 47.03 - Baltic Dry Index (daily): 2079.00, down 60.00; Panamax Freight Index (daily): 1923.00, down 77.00 - Average charter price (Panamax): 13741.00, up 493.00; Average charter price (Capesize): 27780.00, up 980.00 [1] Industry News - The State Council Information Office held a press conference on the high - quality completion of the "14th Five - Year Plan" series of themes. The Ministry of Industry and Information Technology released the achievements of the industry and telecommunications industry in the past five years and responded to topics such as irrational competition in the industry, AI - empowered new industrialization, 5G new infrastructure progress, and optimizing the development environment for small and medium - sized enterprises - The State Council Information Office held a policy briefing. Relevant officials from the General Administration of Sport, the National Development and Reform Commission, the Ministry of Industry and Information Technology, and the Ministry of Commerce introduced the "Opinions on Releasing the Potential of Sports Consumption and Further Promoting the High - quality Development of the Sports Industry". The opinions put forward 20 measures with three prominent features: clear overall development goals (by 2030, the total scale of the sports industry will exceed 7 trillion yuan and a number of world - influential sports enterprises and events will be cultivated), a determination to strengthen the sports consumption market, and a solid foundation for industrial development - The US government released preliminary benchmark revision data. In the year ending March this year, the number of non - farm payrolls in the US was revised down by 911,000, equivalent to an average monthly decrease of nearly 76,000. This is the largest downward revision since 2000, worse than market expectations. More signs of a weakening labor market may lay the foundation for a series of interest rate cuts by the Federal Reserve starting as early as next week - Japan's Minister of Economic Revitalization, Akazawa Ryosei, said that the special measures of the Trump administration to lower auto tariffs on Japan and reduce the "reciprocal tariff" burden are expected to be implemented before the 16th [1] Key Data to Watch - September 11, 20:15: Eurozone ECB deposit facility rate as of September 11 - September 11, 20:30: US unadjusted CPI annual rate in August - September 11, 20:30: US initial jobless claims (in ten thousand) for the week ending September 6 - September 11, 20:30: US unadjusted core CPI annual rate in August [1]

Core Viewpoint - Anhui province is actively investing in major projects to stabilize economic growth and promote industrial transformation, focusing on advanced manufacturing and new energy vehicles [1][3][4]. Investment and Project Development - The Evert Robot Super Factory and Global Headquarters project in Wuhu, Anhui, has commenced construction, aiming for an annual production of 50,000 high-performance industrial robots upon completion [1][3]. - A total of 537 major projects are underway in Anhui, with 50.5% allocated to emerging industries, 58.1% to manufacturing, and 25.5% to high-tech projects [3]. Industrial Growth and Statistics - Since the beginning of the 14th Five-Year Plan, Anhui's industrial investment and technological transformation investments have grown annually by 17.8% and 21.2%, respectively [3]. - The production of automobiles and new energy vehicles in Anhui is projected to increase from 1.161 million and 105,000 units in 2020 to 3.57 million and 1.684 million units by 2024 [4]. New Energy Vehicle Industry - Anhui has established a comprehensive new energy vehicle industry chain, including seven vehicle manufacturers and various components, aiming for an annual revenue of 1.75 trillion yuan from the automotive industry [5]. - The province is focusing on integrating resources across government, industry, academia, research, finance, and services to foster innovation in the new energy vehicle sector [5]. Digital Transformation and Future Goals - All large-scale industrial enterprises in Anhui have initiated digital transformation, with plans to enhance this process through artificial intelligence and a robust policy framework [5].

Core Viewpoint - The Ministry of Industry and Information Technology has released the 2025 work priorities for the integration of informatization and industrialization, focusing on key technological advancements and the development of industrial intelligence [1] Group 1: Key Technological Advancements - Emphasis on deepening key fusion technology breakthroughs [1] - Support for high-quality development of basic and industrial software [1] - Organization of AI-enabled new industrialization initiatives, including "challenge-based" projects [1] Group 2: Industrial Intelligence Development - Strengthening the research and deployment of general and industry-specific large models [1] - Encouragement for the development and promotion of industrial intelligent agents tailored to typical scenarios [1] - Support for enterprises to conduct pilot projects for intelligent agent construction, enhancing the overall intelligence level of industrial processes [1] Group 3: Industrial Intelligence Technology Framework - Support for the research and development of industrial intelligent technologies [1] - Development of a comprehensive technology system map for industrial intelligence [1]

Key Points - The article highlights the acceleration of profit growth among industrial enterprises in April, with a year-on-year increase of 3% and a cumulative growth of 1.4% from January to April, reflecting a positive recovery trend [4]. - The first private venture capital "Sci-Tech Bond" has been successfully issued, marking a significant development in the bond market [7]. - Major companies such as Xiaomi, Pinduoduo, and Kuaishou have released their Q1 performance reports, showcasing varying growth rates and profitability [10][11][12]. Group 1: Industrial Performance - In April, profits of large-scale industrial enterprises increased by 3% year-on-year, which is a 0.4 percentage point acceleration compared to March [4]. - From January to April, the cumulative profit growth for these enterprises was 1.4%, which is an increase of 0.6 percentage points compared to the first quarter [4]. Group 2: Corporate Developments - Xiaomi reported a record high in Q1 revenue and adjusted net profit, with revenue reaching 111.3 billion yuan, a 47.4% year-on-year increase, and adjusted net profit of 10.7 billion yuan, up 64.5% [10]. - Pinduoduo's Q1 revenue was 95.7 billion yuan, a 10% year-on-year increase, but the net profit attributable to ordinary shareholders dropped by 47% to approximately 14.7 billion yuan [11]. - Kuaishou achieved an adjusted net profit of 4.6 billion yuan in Q1 [12]. Group 3: Financial Initiatives - China Chengtong held a financial and fund work conference, emphasizing the importance of enhancing financial structures and supporting state-owned enterprises in upgrading industries and developing strategic emerging industries [5]. - The establishment of the digital economy ETFs by China Chengtong has attracted significant investment from state-owned enterprises, indicating strong institutional support for digital initiatives [6].

Group 1 - The Ministry of Commerce will support the listing and financing of qualified economic development zones in the future [1] - From January to April, profits of industrial enterprises above designated size increased by 1.4%, accelerating by 0.6 percentage points compared to January to March [1] - In April, profits of industrial enterprises increased by 3% year-on-year, accelerating by 0.4 percentage points compared to March [1] Group 2 - China Chengtong held a financial and fund work meeting, emphasizing the importance of a comprehensive financial business system to support state-owned enterprises and strategic emerging industries [2] - The Ministry of Industry and Information Technology, along with other agencies, issued a plan for the digital transformation of the electronic information manufacturing industry, focusing on key technology breakthroughs [2] Group 3 - Recently, several ETFs related to state-owned enterprises in the digital economy were established, with Beijing Chengtong Jin控 investing a total of 600 million yuan [3] - The National Health Commission and other agencies launched a pilot program for hospital care services, focusing on elderly and high-dependency patients [3] - Beijing's Economic and Information Technology Bureau released an action plan for AI-enabled industrialization, offering support for smart product production lines [3] Group 4 - Xiaomi Group reported a record adjusted net profit of 10.7 billion yuan in the first quarter [4] - Pinduoduo's revenue for the first quarter of 2025 reached 95.7 billion yuan, a year-on-year increase of 10% [4] - Kuaishou reported an adjusted net profit of 4.6 billion yuan in the first quarter [4] Group 5 - Jinlongyu's solid-state battery business has not yet formed a stable long-term income [5] - Nanjing Chemical Fiber received approval for a major asset swap and fundraising plan from the Jiangsu State-owned Assets Supervision and Administration Commission [5] - Aikang's subsidiary received project notifications from clients including BYD [5] - Zhongke Haixun signed a contract for a 163 million yuan information processing subsystem procurement project [5] - Shen High-Speed's Yunshan Capital increased its holdings in the company's H-shares by 10.81 million shares [5] - Luoping Zinc Electric plans to transfer 22.4% of its shares to Qujing, with trading suspended from the next day [5]