近日，工业和信息化部、中央网信办、国家发展改革委等八部门联合印发《"人工智能+制 造"专项行动实施意见》（下称《实施意见》），提出 到2027年，我国人工智能关键核心技术 实现安全可靠供给，产业规模和赋能水平稳居世界前列。 《实施意见》旨在加快推进人工智 能技术在制造业融合应用,打造新质生产力，全方位、深层次、高水平赋能新型工业化。 新年伊始，多部门就联合印发人工智能相关文件，这也进一步向外界传递出一个清晰信号： 人工智能正加速走出实验室和屏幕的限制，走进工厂车间、走进我们的生活场景 ，成为重塑 真实物理世界的核心驱动力。 当前，能够明显看到的趋势是，我们正处于一个由"数字AI"向"物理AI"跃迁的关键节点。过去 几年里，大众对人工智能的认知，大多还是停留在大语言模型、创意生成等纯数字化的软件领 域，但随着技术的深度演进，AI的触角已经深刻延伸至制造业的肌理。 今天的人工智能，已经不再仅是数据，也不是简单用来"闲聊"的数字玩具，而是一种生产工 具。展望未来，AI对经济的影响，有望出现从"局部盆景"到"全面森林"的跨越。在这个进程 中，中国制造有先发优势，也应当加速起跑。 出品丨21财经客户端 21世纪经济报道 ...

12月17日，小鹏汽车CEO何小鹏在微博发文称，近日在美国，和差不多近三十位AI领域的外部和内部 朋友聊天，并分享了一些感受。 关于美国的新创业和机器人 何小鹏表示，美国在AI，生物，金融方面的创业多。而AI方面的创业，从硅谷看，在SaaS和物理AI机 器人领域特别多，估值也特别高，非常集中。中国的机器人公司很多是从关节和控制入手，而美国的机 器人公司很多是从模型入手。 他认为，人形机器人将来会是巨头的竞争，而不同的专用机器人则会有大量不同领域的选手，且会有非 常多的成功机会。 关于物理AI 维特根斯坦曾经说过，"语言即世界"。语言是知识的总结，信息的传递，但某种程度也束缚了对世界的 想象。很多事情靠语言很难想象和学习，例如小朋友如何学习行走，如何学习游泳，主要都必须依靠对 世界的观察，模仿和强化。所以，大家都在期望从语言大模型，走向多模态甚至世界模型。 在何小鹏看来，未来3年，最有可能有大突破的不一定是在数字世界，反而有可能在物理AI领域会产生 大变局，例如自动驾驶会直接到达准L4或完整L4；人形机器人会实现从类自动驾驶的L1到L4初阶的快 速跨越，这些反而会产生巨大的突破。"物理AI的发展速度会比数字AI ...

Core Viewpoint - The article discusses the transformation of AI from the digital realm to the physical world, marking the emergence of the "Physical AI" era, with XPeng Motors as a leading representative in this trend [3][10][35]. Group 1: AI Transformation - The AI landscape is evolving from traditional concepts like "models, computing power, and algorithms" to exploring the relationship between AI and the physical world [2][6]. - The shift towards "Physical AI" signifies a new frontier where AI technologies are integrated into real-world applications, such as autonomous driving and robotics [7][10]. Group 2: XPeng's Strategic Shift - XPeng has redefined its corporate positioning from a "future mobility explorer" to a "global embodied intelligence company," reflecting its focus on Physical AI [4][24]. - The market has responded positively to this repositioning, with XPeng's stock experiencing significant gains following announcements related to its Physical AI strategy [4][34]. Group 3: Market Trends and Valuation - The capital market has shown enthusiasm for AI-related stocks, with companies like NVIDIA reaching a market capitalization of over $5 trillion, indicating strong investor confidence in digital AI [5][6]. - Observers note a shift in focus towards how AI impacts the real world, suggesting that the next phase of competition will center on the practical applications of AI technologies [6][11]. Group 4: XPeng's Product Innovations - XPeng showcased its advancements in Physical AI products, including the second-generation VLA model, which enhances autonomous driving capabilities [13][14]. - The company plans to launch multiple Robotaxi models and a new generation of humanoid robots by 2026, indicating a robust product pipeline in the Physical AI domain [16][20]. Group 5: Global Expansion and Market Position - XPeng has accelerated its global expansion, entering new markets in Europe and Southeast Asia, and achieving significant growth in overseas deliveries [29][30]. - The company aims to position itself as a leader in the global electric vehicle market, leveraging its advancements in Physical AI to differentiate itself from competitors like Tesla [32][34].

Core Insights - The construction of the Sanofi Global R&D Center in Changsha High-tech Zone has reached the final stages, with completion expected by the end of the year, marking the full establishment of the Sanofi Biotech Park [1] - The total investment for the third phase of the project is approximately 500 million yuan, focusing on the biosensor industry chain and aiming for a production value of 3 billion yuan annually upon completion [1][2] - Sanofi has established itself as a leader in the blood glucose monitoring system industry in China, holding over 50% market share domestically and exporting products to 187 countries [2] Investment and Economic Impact - The new R&D center will contribute over 200 million yuan in tax revenue and create nearly 2,000 new jobs [1] - The center will integrate software and hardware product development, talent training, testing, and result transformation, enhancing the company's capabilities in diabetes management [2] Company Background - Founded in 2002, Sanofi has become a high-tech enterprise specializing in the research and application of biosensor technology, successfully listed on the Shenzhen Stock Exchange in 2012 [2] - The company has established several national-level R&D platforms, including the National Enterprise Technology Center and the National Engineering Laboratory for Medical Big Data Application Technology [2]

Core Insights - The ETF market in China has surpassed 4 trillion yuan in total scale for the first time, achieving a 15% quarter-on-quarter growth, indicating a thriving industry [2] - Leading companies in the ETF space, particularly Jiashi Fund, have demonstrated strong management capabilities and significant market share, with Jiashi Fund holding 260 billion yuan in ETF scale [2][3] - The competitive advantage of top companies lies in their proactive product development and industry foresight, as evidenced by Jiashi Fund's early launches of innovative ETFs [3][4] Market Dynamics - The top 12 fund companies account for over 80% of the market share, with the top five companies holding nearly 60% [2] - Jiashi Fund has launched 25 innovative products in the past five years, with five new ETFs introduced in the first half of this year alone [3] - Jiashi Fund's ETFs, such as the Sci-Tech Chip ETF and Rare Earth ETF, have capitalized on emerging industry trends, showcasing their ability to predict market movements [3][4] Performance Metrics - As of July 10, Jiashi's Sci-Tech Chip ETF has seen a growth of over 58%, while the Software ETF and Rare Earth ETF have increased by over 55% and nearly 40%, respectively [4] - These ETFs have experienced net subscriptions in the past six months, reflecting strong investor interest and confidence in their performance [4] Service Evolution - The service capabilities of fund companies are becoming a new competitive dimension, with Jiashi Fund launching the "Super Jiabei" index investment service mini-program to enhance investor experience [6] - Jiashi Fund has developed an ETF ecosystem that emphasizes not only investment but also strategic guidance and market response, improving overall investor experience [7] - The introduction of tools and manuals, such as the "Artificial Intelligence + ETF Investment Guide," aims to assist investors in understanding industry trends and making informed decisions [7]