荣耀Magic8系列的自进化能力，还建立在"可成长"的硬件基座之上。通过AI技术与核心硬件的深度融合，荣耀在影像、性能、续航、通信、安全等关键领域 实现全方位突破，打造了"无短板"的旗舰体验。 值得关注的是，荣耀Magic8系列的创新不止于单一产品，荣耀同样期待通过构建无界智联的生态体系，重新定义AI时代的生活方式。在荣耀Magic8系列 上，"荣耀分享"已进化至"荣耀无界智联"，全品牌互传进化至全品牌智联，包括鸿蒙和iOS生态在内的全品牌、全设备都可以加入荣耀信任环，实现智能体 跨端智联的全新体验。 可以看出，荣耀Magic8系列以自进化AI技术为核心抓手，成为"人工智能+"行动在消费电子领域的鲜活实践样本。其价值不仅体现在端侧AI算力的突破、全 场景体验的升维，更在于构建了"技术深耕+用户共创+生态开放"的良性循环体系，打破了终端产品"出厂即定型"的行业桎梏与跨生态服务的壁垒。 从YOYO智能体的主动成长到全品牌无界智联的落地，荣耀用技术创新承接用户需求，以开放生态聚合行业力量，为全球智能终端行业提供了兼具技术深 度、人文温度与商业价值的中国方案。在AI技术重塑产业格局的关键期，荣耀正持续加码阿尔法战略， ...

来源：环球网 在"十四五"规划圆满收官、"十五五"征程即将启航的历史交汇点，中国式现代化正以生动的方式展现在 世界面前，为全球发展带来新机遇。在此背景下，12月26日，以"环球相约·智启新程"为主题的第六届 环球趋势大会在通州文旅地标北京环球城市大道电影院成功举行。大会聚焦"出海扬帆"与"新质消费"两 大关键领域，共探时代趋势，智启发展新程。 本届大会由环球网主办，得到了中关村科技园区通州园管理委员会、通州区投资促进服务中心等单位支 持。环球网总经理单成彪在开幕致辞中表示，2025年是奋勇突破、创新收获的一年。站在新的历史潮 头，"中企出海"已成为企业发展的必选项，这艘大船依靠国家战略为船舵、新基建与供应链为船骨、中 国制造与民族品牌为船体、AI赋能与绿色发展为船帆、文化自信为船笛，正鸣笛启航，不仅要"走出 去"，更要"走上去"。同时，以新质生产力为核心引擎，提振新质消费是激发内生动力的关键，中国超 大市场规模蕴含的动能，将为世界经济发展注入稳定预期，满足全球人民对美好生活的向往。 环球网总经理单成彪 中关村科技园区通州园管理委员会主任高炳仰向与会嘉宾生动描绘了北京城市副中心通州区蓬勃的发展 图景与一流的产业 ...

会议现场，鄂尔多斯市伊金霍洛旗工业信息化和投资促进局党组书记、局长杨金峰以《伊金霍洛旗：书 写政通人和业兴新篇章》为题作主题演讲，详细阐述了当地优化营商环境的实践路径与成效。 【环球网财经报道 记者 冯超男】12月26日，由环球网主办的第六届环球趋势大会在环球城市大道电影 院隆重举行。大会以"环球相约·智启新程"为主题，聚焦"新质消费"与"企业出海"两大核心亮点， 广邀 政府及企业代表齐聚一堂，共商未来发展趋势。 来源：环球网 近年来，伊金霍洛旗始终以市场主体需求为导向，紧扣"一次办好"改革核心，深入实施营商环境提升行 动，持续塑造并深化"暖城·五心"营商环境品牌。杨金峰在演讲中介绍，该旗的实践举措集中体现在五 个方面： 一是政策"精准滴灌"，实现"企业找政策"向"政策找企业"转变。伊金霍洛旗创新推行"敲门问诊+智能匹 配"服务模式，一方面将涵盖自然资源、金融贴息、产业人才等15项政策的《伊金霍洛旗惠企政策事项 清单》精准送达企业；另一方面，企业通过鄂尔多斯政务服务网"政策计算器"，3分钟即可完成政策智 能匹配，申报材料精简70%以上，政策兑现周期压缩至平均3个工作日内，实现"政策找人、补贴秒 达"的数字化转 ...

精准价值的三层逻辑闭环 来源：环球网 【环球网财经综合报道】2025年12月26日，由环球网主办的第六届环球趋势大会在北京环球城市大道电 影院举行。本届大会以"环球相约·智启新程"为核心主题，紧扣当前经济转型与产业升级的关键议题， 特别聚焦"新质消费"与"企业出海"两大亮点，为中国企业高质量发展注入新动能，搭建跨界交流与趋势 研判的高端平台。 在大会的主题演讲环节，诚志生命科技有限公司（以下简称"诚志生命"）董事长高润香发表了题为《智 启健康新程：精准价值时代的产业生态位》的演讲，分享了健康产业在新质生产力驱动下的转型趋势与 实践探索。 诚志生命科技有限公司董事长高润香 高润香在演讲开篇阐述，伴随"健康中国"战略的深入推进，中国健康产业正经历一次深刻转型——发展 重心由传统的疾病治疗逐步转向健康促进和主动健康管理。这一转变不仅体现在政策导向中，更在产业 发展中显现出新的发展态势。她强调，在这一过程中，"培育新质生产力"与提升个性化、智能化服务能 力成为关键方向。健康产业的竞争焦点，已经不再局限于规模化产品的制造能力，而是向着构建"精准 价值"生态迈进。这种生态以科技为基础，以数据为纽带，以个体需求为导向，将产 ...

来源：环球网 2025年，既是"十四五"规划的收官之年，也是奠定"十五五"规划良好开局的关键一年。面对全球化竞争 向深水区迈进，中国企业正处于创新突破与跨界融合的重要关口。在此承前启后之际，第六届环球趋势 大会将于2025年12月26日，在北京市通州区环球城市大道电影院隆重举行。本届大会以"环球相约·智启 新程"为核心主题，聚焦"新质消费"与"企业出海"两大核心亮点，汇聚行业精英、碰撞前沿思想，为中 国企业高质量发展注入强劲动力。 作为推动行业创新的重要盛会，环球趋势大会已成功举办多届，累计打造10+高峰论坛，吸引200+专家 学者、300+参展商及3000+参会者参与，获得1000+媒体报道，曝光覆盖人群超10亿，早已成为跨领域 交流合作的核心平台。本届大会延续"传播新思想、提炼新模式、探索新趋势、引领新发展"的核心使 命，在传承过往成功经验的基础上，精准锚定当下最具爆发力的两大赛道，为参会者呈现一场干货满满 的思想盛宴。 亮点一：企业出海，解锁全球化经营高质量密码 在全球化浪潮下，中国企业"走出去"已从产品输出升级为品牌出海、技术出海、生态出海的综合竞争。 本届大会将这一主题作为核心议题，汇聚京东、小鹏、 ...

Core Viewpoint - The "Digital Empowerment of New Consumption Forum" highlighted the integration of advanced technologies like AI and big data into various industries, emphasizing the shift from price sensitivity to value sensitivity in consumer behavior [3][5][11]. Group 1: Industry Insights - The forum discussed the transformation of marketing concepts in the context of digital empowerment, with a focus on creating transparent value models rather than merely selling products [3]. - The apparel industry is experiencing changes due to AI, which may replace certain technical roles but also necessitates new educational directions to enhance talent value in future jobs [5]. - The biopharmaceutical sector is leveraging AI to shorten the R&D cycle for new materials, exemplified by a company that has utilized AI to build a skin microbiome database [9]. Group 2: Company Strategies - Yalu Holdings is transitioning to a digital ecological service platform, restructuring its business model to integrate resources and enhance internal management functions [3]. - Daily Interactive has established a closed-loop business model driven by data, with 90% of its revenue coming from deep data mining and monetization [7]. - The cultural and creative industries are presented with new opportunities through digital communication, as companies can better understand user needs and develop attractive products [11].

Core Insights - Guangzhou, a historical commercial hub, is experiencing a resurgence in high-end commercial development, primarily driven by Hong Kong capital [1][24] - The entry of notable Hong Kong enterprises into Guangzhou's commercial market signifies a shift from a "commercial depression" to a "traffic hub" for investment [1][24] Group 1: Hong Kong Capital's Influence - Hong Kong enterprises dominate the high-end commercial landscape in Guangzhou, with successful projects like Taikoo Hui and K11 leading the market [1][19] - Recent reports indicate that Hong Kong-listed Link REIT's property revenue in mainland China has seen significant growth, highlighting the robust performance of retail assets in Guangzhou [19] - The operational excellence of Hong Kong commercial entities has established them as industry leaders, creating immersive consumer experiences that differ from traditional shopping centers [19][25] Group 2: New Developments and Projects - The new Xinqing Cement Factory project, a collaboration involving Ruian New World and renowned architect Jean Nouvel, aims to revitalize an industrial site into a cultural and tourism destination [3][6] - The Guangzhou Poly Bay Taikoo Li, set to be the first waterfront Taikoo Li in the region, is expected to open in phases starting in 2027, enhancing the city's commercial offerings [8][10] - K11 Select, the first of its kind in the Greater Bay Area, is positioned as a mixed-use development that integrates residential, commercial, and high-end office spaces [10][12] Group 3: Urban Renewal and Market Potential - Guangzhou's urban renewal initiatives, including a planned investment of over 100 billion RMB for village renovations, present ample opportunities for Hong Kong enterprises to engage in redevelopment projects [21][24] - The city's consumer market is projected to exceed 1.1 trillion RMB in retail sales, with a steady growth rate of 4.5% over the past four years, indicating a vibrant economic environment [20][25] - The availability of old industrial sites for redevelopment, such as the Xinqing Cement Factory, provides a strategic advantage for Hong Kong investors looking to capitalize on urban renewal [23][24]

Group 1: Company Overview - Yili Group (600887.SH) is positioned as a leading dairy enterprise in China, focusing on high-quality transformation and platformization in the industry [7][9] - The company has shifted its development strategy from prioritizing market share to focusing on profit, enhancing its research and promotion of high-value products like adult milk powder [7][9] - Yili maintains a commitment to a dividend payout ratio of over 70%, making it a typical dividend yield asset in the food and beverage sector [7][9] Group 2: Industry Trends - The dairy product demand is experiencing a steady recovery, with a notable increase in health awareness among consumers since 2020, leading to a pulse-like growth in demand [8] - The industry is expected to face a supply-demand turning point by Q4 2025, as overcapacity issues are anticipated to be addressed through a reduction in dairy cattle numbers [8][9] - The dairy industry in China is entering a mature phase, with a projected compound annual growth rate (CAGR) of 1.61% from 2024 to 2028, reaching a market size of 611.7 billion yuan by 2028 [8] Group 3: Financial Projections - Revenue forecasts for Yili Group are estimated at 119.34 billion yuan for 2025, with a year-on-year growth of 3.1%, and net profit projections of 11.31 billion yuan, reflecting a significant increase of 33.8% [10] - The expected earnings per share (EPS) for 2025 is 1.78 yuan, with a reasonable price range of 33.8 to 35.6 yuan, indicating a potential upside of 23% to 30% from the current stock price [10]

Core Insights - The retail sales of consumer goods in China reached 20.32 trillion yuan from January to May 2025, showing a year-on-year growth of 5.0%, with notable performances in sectors like gold jewelry (+12.3%) and new consumption categories such as pets and trendy toys [1] Group 1: 2025 H1 Consumption Review - The overall retail sales growth trend remains stable, supported by multi-dimensional policy stimuli that have boosted consumer confidence and spending capacity [1] - Cosmetics sales grew by 4.1% year-on-year, indicating a mixed performance with strong individual stocks despite an overall flat industry [1] - Gold jewelry sales surged by 12.3% year-on-year, with a significant increase of over 20% in April and May, driven by high gold prices and improved product design, catering to both preservation and personal enjoyment needs [1] - New consumption leaders in sectors like pets, trendy toys, personal care, and jewelry have shown strong performance by innovating products based on insights into new consumer demands [1] Group 2: H2 Outlook - Product Innovation - The application of AI technology in commercial products is expected to create new opportunities for product innovation, with potential growth in AI toys and AI glasses, as well as efficiency improvements in e-commerce [2] - Emotional value driven by IP (intellectual property) is becoming a key strategy for brands to gain pricing power, especially in the context of a pressured economy and increasingly diverse consumer demands [2] Group 3: H2 Outlook - Policy Catalysts - Domestic policies have increasingly focused on consumer spending since last year, with upcoming measures in childcare, employment, and elderly care expected to further enhance consumer purchasing power [3] - Trade policy developments and tariff negotiations are being monitored, with the expectation that ongoing discussions will provide businesses with a buffer for adjustments, allowing quality export-oriented companies to diversify markets and enhance long-term operational capabilities [3]

Core Insights - The report maintains an "outperform" rating for the retail sector, emphasizing resilience in new consumption patterns driven by product innovation and strategic adjustments [1] - The overall retail sales in China for the first five months of 2025 reached 20.32 trillion yuan, reflecting a year-on-year growth of 5.0%, indicating a stable growth trend in consumer spending [4][8] - The report highlights structural growth opportunities in specific segments such as cosmetics, gold jewelry, and pet products, driven by innovative product offerings and enhanced consumer insights [4][23] Investment Summary - The report recommends several companies within the beauty and personal care sector, including 登康口腔, 若羽臣, and 毛戈平, which are expected to benefit from product innovation and brand expansion [4] - In the gold jewelry sector, companies like 老铺黄金 and 潮宏基 are highlighted for their ability to leverage craftsmanship and rising gold prices to meet consumer demand for both investment and personal enjoyment [4] - The report also identifies opportunities in the cross-border e-commerce sector, with companies like 小商品城 and 安克创新 positioned to adapt to changing tariff policies and enhance their operational resilience [4] Industry Review - The first half of 2025 saw a stable growth in retail, with essential goods like food and beverages showing strong performance, while discretionary categories like cosmetics and apparel experienced varied growth rates [8][20] - The beauty sector recorded a 4.1% year-on-year increase in retail sales, while gold jewelry sales surged by 12.3%, benefiting from a low base effect and high gold prices [23][4] - The report notes that the online retail sector continues to grow, with a year-on-year increase of 8.5% in online sales, indicating a shift in consumer purchasing behavior towards digital platforms [20][4] Future Outlook - The report anticipates that product innovation driven by AI and emotional value will be key to differentiating brands in the retail space, with companies encouraged to leverage these trends for growth [60][65] - Policy measures aimed at stimulating domestic consumption are expected to further enhance consumer spending power, particularly in sectors like childcare, employment, and elderly care [60][4] - The report emphasizes the importance of adapting to external market conditions, including tariff negotiations, which could impact the performance of cross-border e-commerce companies [60][29]