中证报中证网讯(记者张凌之)2月26日，嘉实国证自由现金流ETF基金经理尚可在中国证券报"中证点金 汇"直播间表示，AI产业的长期基本面依然强劲，处于"高确定性扩张期"，从上游算力到下游应用均有 实证支撑，当前行情并非单纯的概念炒作，而是技术、需求和流动性三维共振引发的产业级资产重估。 对于2026年的投资，他认为应更注重业绩兑现，并聚焦三大方向：一是算力基础设施中的紧缺环节，如 存储、先进封装、国产算力等；二是走向商业化拐点的多模态内容与AI Agent；三是端侧AI与新形态终 端带来的结构性机会。针对近期热议的具身智能产业，他认为，配置思路可优先选择具备高确定性的上 游零部件，其次是形成商业闭环的下游应用，最后考虑高赔率但伴随高风险的中游本体。 ...

Core Viewpoint - The 2026 Spring Festival Gala has transformed into a "super showcase" for Chinese robotics, featuring multiple companies and highlighting the industry's shift from laboratory to commercial application [1][3]. Group 1: Robotics Participation in the Spring Festival Gala - Over five embodied intelligence companies are participating in the 2026 Spring Festival Gala, with Yushutech making its third appearance [3]. - Yushutech will showcase the integration of engineering capabilities and artistic expression, while Galaxy General has been designated as the "embodied large model robot" [3]. - Newcomers like Magic Atom and Songyan Power are also making their debut, marking a significant step in the commercialization of robotics [3]. Group 2: Investment and Market Dynamics - A-share listed companies have deeply embedded themselves in the robotics sector through direct or indirect investments, creating a network of core concept stocks related to the "Spring Festival robots" [5]. - Key players in the supply chain include companies like Tianqi Co., which has partnered with Galaxy General to advance applications in automotive manufacturing and new energy batteries [7]. - The spotlight effect from the Spring Festival Gala has already influenced the capital market, with 35 humanoid robot concept stocks expected to report positive earnings [9]. Group 3: Financial Performance and Projections - Among the 35 concept stocks, eight are expected to turn profitable, including Liard and Estun, with Liard projecting a net profit of 300 million to 380 million yuan for 2025 [9]. - 27 stocks are expected to see profit increases, with Xinzhi Group forecasting a staggering 502.59% to 616.94% growth in net profit [9]. - The market for embodied intelligent robots is projected to reach over $1.4 billion in user spending by 2025, with a compound annual growth rate of 94% expected until 2030 [14]. Group 4: Industry Challenges and Perspectives - Despite the optimistic projections, many companies acknowledge that their robotics-related businesses are still in the early stages of market development, with most clients in the sample or small-batch order phase [13]. - Industry experts suggest that the embodied intelligence sector is transitioning from technical validation to large-scale commercial expansion, indicating a critical phase for value verification and mass production [14]. - The current market environment emphasizes the need for investors to discern which companies are genuinely advancing in the robotics space versus those merely participating [14].

春晚舞台上还有另一个亮点——我们的传统文化因为技术的加持变得更"鲜活生动"。歌咏创意秀《贺花 神》里，"一月一人一景"的四季流转，是用AI生成影像配合实景舞台实现的；舞蹈《丝路古韵》把千年 壁画"搬"上舞台，靠的是扩展现实技术……分会场也用各自的科技力量"种草"了不少网友：哈尔滨分会 场，一颗由哈工大联合研制的卫星在太空传回《东方红》旋律，还用遥感影像拍下了哈尔滨全景，引得 网友感叹"卫星在太空给地球拍全家福，这谁顶得住？"；宜宾分会场把长江干流零公里处变成了舞台， 5000架无人机在江面仅0.4米处编队飞行，模拟出江豚跃出江面的画面，四川本土的翼龙-2无人机也同 步亮相；合肥分会场，马思纯在三河古镇与徽州木雕"和合童子"击掌，黄轩在安徽博物院与《曳杖过桥 图》的画中人掌心相触，天鹅湖上空，虚拟嫦娥与宇航员掌心相合，古与今、神话与科技在这一刻击掌 和鸣，难怪有网友说"突然觉得神话没骗人，我们真的上天了"。 无论是机器人在小品中妙语连珠、插科打诨，还是 AI 技术让千年文物"活"起来、"潮"起来，科技早已 不再是冰冷的代码与机械，而是有温度、有情怀的生活伙伴和文化使者。技术发展的最终目的，是更好 地服务于人、赋 ...

代表委员支招实体经济、未来产业 省人大代表刘庆中 省人大代表李玲钰 委员通道勾勒"解题"新路径 今年的省政府工作报告提出，要突出壮大实体经济根基，加快建设现代化产业体系。 从地面到空中，近年来，四川制造的名声越来越响。作为名副其实的制造业大省，四川工业规模稳居全 国前列：2025年，第二产业增加值23260.22亿元，增长4.9%；规模以上工业增加值比上年增长6.5%；41 个大类行业中有33个行业增加值实现增长。 "十五五"开局之年，省人大代表和政协委员们又是如何关注"实体经济""未来产业"？2月4日，华西都市 报、封面新闻记者对话省人大代表、成都市新筑路桥机械股份有限公司车间数控班班组长刘庆中；省人 大代表，航空工业集团首席技能专家、航空工业成飞飞机电缆首席操作技师李玲钰；省人大代表、通威 太阳能（眉山）有限公司总经理姚骞；省政协常委，宜宾市政协党组书记、主席谢杰。 直击委员通道 科技、金融、环保、文创如何赋能发展？ 省人大代表姚骞 省政协常委谢杰 封面会客厅 不要擅闯无人区 守护好这片土地的纯净 专访省人大代表、甘孜州文广旅局局长刘洪 四川具身智能产业如何挖场景谋未来？ 两会深一度 P02-P07 ...

2026年上海两会期间，上海市政协委员、上海傅利叶智能科技股份有限公司董事长顾捷积极履职，围绕 具身智能产业建言献策。在应用场景上，他建议，强化"政产学研用"协同 ，推动机器人在医养场景全 面落地。（上证报） ...

"苏州蓝皮书"既是一份全面梳理苏州每一年经济社会发展的"年度体检报告"，也是一份带着深度思 考、展望未来趋势的"战略参考书"。据市社科院有关人士介绍，该书自2023年开始连续推出，坚持围绕 中心、服务大局，贴近苏州实际，注重研究实效，形成"理论+数据+案例+建议"相结合的风格，具有连 续性、系统性、务实性和开放性的特点，汇集了政府部门、高校、智库和一线实践者等多方的智慧，是 观察苏州、研究苏州、建言苏州的一个重要窗口。 昨天（1月31日）下午，"苏州蓝皮书"《苏州经济社会发展报告（2026）》在苏州江村学院举办新 书发布会，来自上海、南京、苏州等地的专家学者齐聚，围绕"苏州高质量发展的实践路径"展开座谈， 为"十五五"时期苏州经济社会发展大局聚智献策。 今年的《苏州经济社会发展报告（2026）》由20篇专题报告构成，内容涵盖经济运行、新质生产 力、深化改革、区域协同、社会民生、文化建设等多个关键领域，在保持"蓝皮书"基本框架相对稳定的 基础上，进一步强化了对新兴领域和改革深水区的关注。重点突出三方面内容：一是系统总结过去一年 苏州的发展实践，全面反映2025年苏州在贯彻新发展理念、服务国家战略、推进"强富美高 ...

格隆汇1月29日丨利亚德(300296.SZ)在投资者互动平台表示，截至目前，尚未存在股权合作。凭借全球 领先的OptiTrack空间定位系统，公司已为多家机器人公司提供产品与服务。随着国家十五五战略对具 身智能产业的推进，公司也将持续发力，结合自身业务和资源优势，促进该产业从技术研发到应用落地 的商业化进程。 ...

Core Viewpoint - Donut Lab claims to have developed the world's first mass-produced all-solid-state battery, boasting impressive specifications, but faces skepticism from industry experts regarding the feasibility of its claims [1][2][5]. Group 1: Battery Specifications and Industry Reactions - The solid-state battery features an energy density of 400Wh/kg, a charging time of 5 minutes, and a cycle life of up to 100,000 times, which has attracted significant attention but also controversy [2][5]. - Experts from Finnish universities and industry leaders, such as Yang Hongxin from Honeycomb Energy, have expressed doubts, labeling the company as a fraud if the specifications are accurate [3][5]. - Current solid-state batteries typically have a cycle life ranging from 1,000 to 4,000 times, while mainstream lithium-ion batteries exceed 2,000 cycles, making Donut Lab's claims appear highly ambitious [8][9]. Group 2: Manufacturing and Material Concerns - Donut Lab has not disclosed the core materials or manufacturing processes of its battery, stating it does not contain rare earth elements or lithium, which raises questions about the battery's technological advancements [11][12]. - The emphasis on not using rare earth elements is seen as lacking significance, as these materials are not commonly used in current battery technologies [12]. - The claim of not using lithium is particularly controversial, as lithium is essential for high-performance solid-state batteries, leading to skepticism about the battery's viability [12][13][14]. Group 3: Market Application and Commercial Viability - Donut Lab plans to integrate its solid-state battery into a production electric motorcycle named Verge, set for delivery in Q1 2026, which is viewed as a questionable market strategy given the motorcycle market's smaller scale compared to the automotive market [21][23]. - The commercial logic of deploying such advanced technology in a less lucrative market raises concerns about the company's motives, suggesting either a strong hidden profitability or potential deception [23][28]. - There is speculation that solid-state batteries may first find applications in robotics and eVTOL (electric vertical takeoff and landing) industries, where the demand for high energy density is greater than in traditional electric vehicles [24][28].

Group 1 - The central economic work conference emphasizes the importance of promoting urbanization centered around county towns and comprehensive rural revitalization to drive high-quality development of county economies [1] - Counties occupy approximately 90% of China's land area and contribute nearly 40% to the national economic scale with about 52% of the population [1] - There are significant disparities among counties in terms of development foundation and industrial characteristics, with many facing issues like single industrial structures and insufficient development momentum [1] Group 2 - High-quality development of county economies requires moving beyond homogeneous competition and leveraging local resources and industrial foundations to explore differentiated development paths [2] - Integration of agriculture with deep processing and cultural tourism is suggested as a way to enhance county economies, with examples like Jiangsu Kunshan actively integrating into the Yangtze River Delta urban agglomeration [2] - Urban-rural integration is essential for modernization, necessitating coordinated efforts in industrial development, public services, and breaking down the urban-rural dual structure [2] Group 3 - Activating dormant resources and markets in counties is crucial for releasing development potential, which can be achieved through institutional reforms and maximizing resource value [3] - Transforming old factories into comprehensive commercial service centers or logistics hubs is one example of how to revitalize underutilized assets [3] - The approach to promoting high-quality county economic development should be gradual and tailored to local conditions, providing solid support for urban-rural integration and regional coordinated development [3]

Group 1 - The central economic work conference emphasizes the importance of promoting urbanization centered around county towns and comprehensive rural revitalization to drive high-quality development of county economies [1] - Counties occupy approximately 90% of China's land area and contribute nearly 40% to the national economic scale with about 52% of the population [1] - There are significant disparities among counties in terms of development foundation and industrial characteristics, with many facing issues like single industrial structures and insufficient development momentum [1] Group 2 - High-quality development of county economies requires moving beyond homogeneous competition and leveraging local resources and industrial foundations to explore differentiated development paths [2] - Some regions, despite lacking prominent resource endowments, can enhance county agriculture and deep processing through local brand cultivation and advanced technology introduction [2] - Urban-rural integration is essential for modernization, necessitating coordinated efforts across industrial development, public services, and institutional mechanisms to enhance county industrial capacity and population aggregation [2] Group 3 - To unlock development potential in counties, it is crucial to break down barriers to resource flow and awaken dormant resources and markets through institutional reforms [3] - Effective utilization of idle land and assets can transform "sleeping" resources into valuable development capital, maximizing resource value [3] - The approach to promoting high-quality county economic development should be gradual and tailored to local conditions, providing solid support for urban-rural integration and regional coordinated development [3]