"第一艘国产电磁弹射航母福建舰下水""全球第一座第四代核电站石岛湾高温气冷堆核电站投入商业运行""C919实现商业飞行"……近日，国家发展改革委负 责人在国新办发布会上介绍"十四五"时期经济社会发展成就，其中一个个"第一"勾勒出中国持续创新突破的轨迹。近五年来，我们接连攀登一个又一个创新 制高点，一系列"第一"彰显出中国坚持创新驱动发展战略的重大突破，背后是中国科研创新能力的厚积薄发。 中国空间站模型 创新突破得益于体系化布局的战略构建。从福建舰下水到天宫空间站全面建成运营，从第四代核电站投产到国产大飞机C919实现商业飞行，我们创新构建 了"基础研究—技术攻关—成果转化"全链条生态，大幅提升了基础研究转移转化的效能。2024年，我国研发投入强度达2.68%，基础研究占比提升至 12.3%，正是有这种"十年磨一剑"的战略定力，让量子计算原型机"九章三号"算力跃升百万倍，特高压技术成为国际标准。体系化布局打破创新"孤岛效 应"，让我国基础研究与产业需求相互促进，为技术突破提供了不竭动力。 科研人员在进行实验 创新后劲在于人才梯队的持续供给。今天，我国人力资源总量、科技人力资源总量、研发人员总量等均居世界第一，科 ...

航空航天ETF（159227）跟踪国证航天指数，申万一级行业中，国防军工权重占比高达98.2%，是全市 场最"纯"的军工类ETF。聚焦军工领域的空天力量，在申万二级行业中的"航空+航天装备"权重高达 66.5%，且是跟踪该指数规模最大的ETF产品。 数据显示，截至2025年6月30日，国证航天航空行业指数(CN5082)前十大权重股分别为光启技术 (002625)、中航沈飞(600760)、航发动力(600893)、中航西飞(000768)、中航机载(600372)、航天电子 (600879)、中航成飞(302132)、中航高科(600862)、中兵红箭(000519)、中国卫星(600118)，前十大权重 股合计占比49.42%。 消息面上，7月9日下午，中国航天员科研训练中心在北京航天城举行神舟十九号乘组与记者见面会，航 天员蔡旭哲、宋令东、王浩泽太空归来后首次公开亮相，并分享183天"太空出差"的经历与感悟。 中信建投证券表示，在全球军费持续增长的背景下，中国军贸迎来DeepSeek时刻，体系化出口成为大 势所趋。技术层面，中国装备通过实战验证打破"低端廉价"标签，对标国际性价比凸显；服务模式上， 从交 ...

仲力磁场" l a 业应用 H F t the y 作协 iv 6月6日，"智惠仲恺·未来产业第四空间"战略发布会在惠州仲恺高新区举行。 随着"仲力磁场"仲恺未来场景创新验证中心、"仲恺iCenter"仲恺未来产业能力发展中心两大突破性规划和核心载体的正式发布，由产业前置运营核心赋能 方——北京艾牧嘉禾运营规划设计有限公司（以下简称"艾牧嘉禾"），深度参与构建的"未来产业应用第四空间"与"体系化创新 '仲恺模式'"，正以清晰的路 径从战略蓝图加速向现实场景转化。 这场以"产业应用第四空间"为关键词的系统变革，不仅是仲恺高新区从"制造工厂"向"创新灯塔"跃迁的重磅落子，也是艾牧嘉禾依托"运营前置规划体系"， 开启长期陪跑"未来产业"的重要开局和关键锚点。 要点速览 01 体系突围丨"生态"协同打破创新孤岛 02 范式重构丨 产业应用第四空间本质逻辑 03 运营即生产力丨 跳出浪潮趋势 游到海水变蓝 布局产业应用第四空间，是仲恺产业演进的内在需求。 全文数字/3310字 建议阅读时长:6分钟 摩驱动 体系化 ETH 7 = 12 风起青萍之末。 在粤港澳大湾区的产业版图上，作为全国首批国家级高新区的惠州仲恺高新区 ...

Core Insights - The Chinese military trade is entering a "DeepSeek" moment, driven by a global increase in military spending and a shift towards systematic exports [1] - Chinese military equipment has gained international recognition for its cost-effectiveness, moving beyond the "low-end cheap" label [1] - The military trade strategy is now integrated into the "Belt and Road" initiative, linking defense exports with infrastructure and energy cooperation [1] Industry Overview - The military ETF (512660) has seen over 600 million yuan in net inflows in the past five days, indicating strong investor interest [1] - The ETF tracks the CSI Military Industry Index, which includes representative listed companies in aerospace, aviation, shipbuilding, weaponry, and military electronics [2] - The index reflects the overall performance of the military industry and has a high concentration in defense-related sectors [2]

Core Viewpoint - The forum organized by Ageing Asia and Ping An aims to address the global challenge of aging by exploring innovative models to meet diverse elderly care needs, balancing international experiences with local practices [1][3]. Group 1: Forum Insights - The forum attracted leaders, experts, and representatives from the elderly care industry across countries like China, Singapore, Australia, and Japan, focusing on innovative international elderly care models and strategies to tackle social aging challenges [3]. - A shared understanding emerged among participants that elderly care should not be merely passive support but a continuation of life's value, emphasizing the need for both international insights and local cultural integration to meet diverse needs [3][4]. Group 2: Project Overview - The Shanghai Yinian City Jing'an No. 8 project, a benchmark for Ping An's innovative "insurance + high-quality elderly care community" model, was showcased during the forum, integrating international CCRC (Continuing Care Retirement Community) concepts with local cultural elements [4][6]. - The project is strategically located in the core area of Shanghai, surrounded by cultural and commercial landmarks, and is expected to open later this year, aiming to set a standard for high-quality elderly care communities in China [6][7]. Group 3: Localized Approach - The "city core elderly care" concept addresses the core demands of Chinese seniors, who prefer to remain close to their families and familiar environments, highlighting the importance of community-integrated services to combat loneliness and uphold dignity [6][7]. - The design of Jing'an No. 8 incorporates local cultural elements, such as Shanghai's unique cultural experiences and cuisine, reflecting a deep integration of global perspectives with local expressions [8][10]. Group 4: Healthcare Integration - The project emphasizes the integration of healthcare resources, allowing seniors to access timely care while maintaining their social networks, which is crucial for enhancing the quality of life in later years [10][11]. - Ping An's "insurance + elderly care" model is recognized as a significant innovation in China's elderly care sector, providing a sustainable payment system and addressing the increasing pressure on basic pension funds [11][12]. Group 5: Comprehensive Service Ecosystem - Ping An Yinian's approach includes a full-cycle health management service, allowing seniors to receive tailored health management plans and various services without needing to move into a community [13][14]. - The company is expanding its service boundaries through strategic partnerships with international organizations, enhancing its offerings with global travel and community residency options for seniors [14][16]. Group 6: Global Trends - The shift from passive elderly care to preventive healthcare and community-based living is a global trend, and Ping An Yinian's ecosystem aligns with this transition, providing seamless high-quality services across various scenarios [16].

始于"尊重" 理想汽车的"造链"之路，源于对用户、汽车工业以及合作伙伴的尊重。尊重用户，意味着要满足用户对高品质汽车产 品的需求，不将就、不妥协。理想汽车董事长兼CEO李想阐述了理想汽车自建智能化工厂、自建供应链体系的原 因："质量和安全只能自己兜底。" 尊重汽车工业，则要求深刻理解汽车制造的复杂性与专业性，遵循其内在规律，以严谨的态度对待每一个环节，包括 从材料到零部件再到整车的研究和研发。回顾理想汽车在十年间不断取得优异成绩的原因时，李想表示："进入汽车 工业以后，做了一个最重要的判断就是百分百地尊重汽车工业所有的一切，必须真正掌握工业，并去升级改造工 业。" 转自：新华财经 2015年，中国新能源汽车产业初露锋芒，却深陷"大而不强"的困局：三电核心部件依赖外资；芯片自给率不足5%；空 气悬架等高端配置被国际巨头垄断，单价超万元……在此背景下，中国车企的竞争维度正从单一产品力，跃迁至全链 路体系化能力的升级。其中，供应链成为关键战场。 十年前，理想汽车在新能源汽车市场的风口上启航，面临"卡脖子"带来的行业集体阵痛；十年后，它不仅成为首个实 现百万辆交付的千亿营收规模新势力车企，也为中国汽车产业链"强链、补 ...

详细会议介绍参看往期文章： （点击蓝字跳转） 报名开启｜顶流期刊征+2025智能机器人关键技术大会盛会将至！ 展览展示｜抢位2025智能机器人关键技术大会！高曝光商务合作虚位以待，共赴解锁新机遇 以下文章来源于上海人工智能实验室 ，作者Shanghai AI Lab 上海人工智能实验室 . 上海人工智能实验室是我国人工智能领域新型科研机构，开展战略性、原创性、前瞻性的科学研究与技 术攻关，目标建成国际一流的人工智能实验室，成为享誉全球的人工智能原创理论和技术的策源地。 9大期刊联合征文｜投稿2025智能机器人关键技术大会，年底正刊发表！ "对发现问题的投入，与解决问题同样重要。" 这是 上海人工智能实验室主任周伯文 在首届明珠湖会议所作开场报告中的核心观点之一。 在报告中，周伯文还提出关于人工智能前沿的十个问题： 1. 总体智能 vs 单位智能：如何平衡智能发展的质量与效率？ 2. Deep RL规模化发展的资源悖论：如何平衡"数据合成"和"算法训练"两大任务的算力分配？ 3. 软硬协同创新：软件向硬件适配，还是硬件向软件兼容？ 4. 算力受限的影响：针对应用、迭代和颠覆性的技术，算力应如何配置？ 10. 颠 ...

Market Performance - The military sector has shown strong performance for two consecutive days, with stocks like North Navigation, Guorui Technology, and Wanlima experiencing significant gains, including multiple stocks hitting the daily limit up [1][2] - Notable stocks include Changcheng Military Industry with a 9.99% increase, Wanlima with a 20.05% increase, and Hunan Tianyan with a 9.97% increase [3] Events - A major military parade is scheduled for September 3, showcasing domestically produced military equipment, including new-generation traditional weapons and advanced combat capabilities [4] - NATO has announced plans to increase military spending to 5% of GDP by 2035, indicating a significant shift in defense budgets [4] Institutional Insights - The upcoming military parade is seen as a strategic declaration of China's military capabilities and a driver for the military industry, emphasizing "domestication," "new quality," and "systematization" as key trends [4] - The military industry is expected to benefit from global military development changes and internal growth driven by strong planning, amidst increasing geopolitical tensions [4] - Historical trends indicate that significant market movements in the military sector have been driven by asset restructuring and large contracts, with expectations for continued restructuring in 2025 [4] - Global military spending is projected to reach $27.18 billion in 2024, marking a 9.4% increase from 2023, the largest annual growth since the Cold War [4][5]

Core Viewpoint - The essence of business remains the connection between people, and understanding user needs and insights is crucial for growth, especially in the AI era [2][5][15]. Group 1: AI and Growth - The arrival of AI has changed growth logic, but the fundamental principle of understanding user needs remains unchanged [6][7]. - AI can empower businesses by providing real incremental value and improving efficiency in user acquisition and retention [6][7][49]. - Companies that focus on unmet user needs can discover significant growth opportunities, as demonstrated by the AI PPT case targeting mothers [10][14]. Group 2: User Insights and Metrics - Establishing the right North Star metric is essential for guiding growth strategies, as seen in Meituan's shift from GMV to order volume [18][19]. - Metrics should be based on user insights and can evolve with the product lifecycle, ensuring alignment with user needs and market conditions [20][21][27]. - The importance of understanding why users leave is emphasized, as it can be more critical than knowing why they stay [55][51]. Group 3: Data Analysis and Strategy - A systematic approach to data analysis is necessary for effective decision-making, allowing for detailed breakdowns of performance metrics [31][32]. - Companies should focus on user behavior and preferences to refine their strategies, ensuring that insights are actionable and relevant [36][38]. - AI can assist in data processing and user research, enhancing productivity and decision-making capabilities [40][52]. Group 4: Retention and Recall Strategies - Retaining users requires a deep understanding of their needs and behaviors, with AI models helping to identify key factors influencing user retention [49][51]. - The ability to recall users hinges on understanding the reasons for their departure, which can be influenced by various factors, including geographic and economic indicators [51][52]. - Companies must balance short-term gains with long-term user value to ensure sustainable growth [22][30]. Group 5: Challenges in AI Growth - Despite the potential of AI, challenges remain in achieving high retention rates and effective monetization strategies [56][57]. - The industry is evolving, with domestic companies leading in growth strategies, indicating a shift in knowledge exchange between international markets [57].

国务院新闻办公室今天上午举行新闻发布会，记者从发布会获悉： 这次阅兵，由 徒步方队、装备方队和空中梯队 组成，在总体设计上，科学安排解放军和武警部队参 阅力量，精心编组各受阅方队、梯队。 这次阅兵， 既有传统主战力量展示，又有新域新质力量参阅 。这次参阅的所有装备均为国产现役主 战装备，我们在展示新一代传统武器装备的基础上，也安排部分无人智能、水下作战、网电攻防、高 超声速等 新型作战力量 参阅，体现我军适应科技发展和战争形态演变、打赢未来战争的强大能力。 徒步方队 重点展示我军改革重塑后新的军兵种结构布局，以及"三结合"的武装力量组成。 装备方队 重点展示我军装备体系建设最新成果，通过群队联合、方队合成的编组方式，体现我 军联合指挥、联合行动、联合保障的力量运用新模式，反映我国武器装备自主创新能力。 空中梯队 重点展示我空中作战力量的体系化水平和快速提升的先进战斗力。 ...