规划明确公园五大功能定位，包括国家人形机器人赛训基地、研发创新赋能基地、产教融合示范基地、 应用场景开放集聚基地、国际交流合作基地，围绕"双奥遗产"赋能与生态构建主线，从规划引领、聚焦 任务、强化机制三方面推进建设。 空间布局上构建"一核引领、多点协同"格局，"一核"以国家速滑馆及周边区域为核心引擎，打造综合公 共服务与创新研发策源地；"多点"覆盖奥林匹克塔、奥森公园等节点，布局全场景应用生态。同时打 造"赛事—场景—科研—产业"协同生态，办好世界人形机器人运动会，搭建五大关键平台，推动五大场 景落地应用，并强化国际合作与产业生态构建。 12月5日，记者从加快北京奥林匹克中心区高质量发展行动计划新闻发布会上获悉，《北京奥林匹克中 心区机器人创新公园规划建设方案（2026—2030年）》正式发布。北京市经信局与朝阳区联手，依 托"双奥"品牌与空间资源，明确五大功能基地定位，全力打造机器人创新公园，力争2035年建成全球有 影响力的机器人创新高地。 政策保障方面，朝阳区配套出台系列政策文件，支持技术攻关、平台建设、场景开放及赛事举办，目标 2030年建成标杆平台与可复制场景体系。目前已启动智能机器人应用场景征集， ...

Core Insights - Beijing aims to leverage the "Double Olympic" legacy by developing a world-class "Double Olympic Living Room" that integrates culture, commerce, tourism, and sports [1][3] Development Plan - The "Action Plan" for high-quality development in the Olympic Center area (2025-2027) was released, focusing on infrastructure upgrades and the integration of cultural and commercial activities [1][3] - The plan emphasizes enhancing the area's carrying capacity through urban renewal, event empowerment, and service guarantees [4] Visitor Statistics - The Olympic Center area received 908 million visitors in the first ten months of the year, marking a 16% increase year-on-year [3] - The Aoyao business district generated revenue of 807.2 million yuan during the National Day holiday, also a 16.6% increase [3] Event Hosting and Economic Impact - City-owned venues are expected to host 120 large-scale events this year, with significant attendance and revenue growth from events like the "Bird's Nest Starry Night" concert series and the Beijing Marathon [3][4] - The 6th Beijing Sports Consumption Festival achieved a total sales volume of 1.46 billion yuan nationwide, with 130 million yuan from Beijing, a 45% increase from last year [3] Infrastructure and Facility Upgrades - The Olympic Tower will be renovated to include a 246.8-meter observation deck and a food garden, enhancing visitor experience [5] - A comprehensive upgrade of the water system covering 187,400 square meters will be implemented to improve the area's aesthetics and functionality [5] Multi-Industry Integration - The Olympic Center area, covering 11.59 square kilometers, will integrate various functions including international communication, sports leisure, and cultural exchange [6] - The plan includes developing a new model for commercial utilization of venues, enhancing regional consumption vitality [6] Future Events and Activities - The area aims to host weekly sports events, monthly internationally influential sports competitions, and over 100 large-scale activities annually, targeting over 5 million participants [7] - Plans for the "Bird's Nest Starry Night" concert season in 2026 include over 60 top-tier concerts, utilizing advanced stage technologies [7] Robotics and Innovation - A "Robot Innovation Park" is planned to be developed from 2026 to 2030, focusing on integrating technology into leisure and tourism [8][9] - The park will feature various application scenarios, supporting the entire lifecycle of robotics from testing to market promotion [9] Consumer Experience Enhancement - The Aoyao business district will enhance consumer experiences through innovative scene creation and themed events, promoting a vibrant consumption environment [9][10]

Core Viewpoint - The Beijing Olympic Center Area is set to undergo a comprehensive upgrade to enhance its international appeal and functionality, aiming to become a new landmark for cultural, commercial, and sports integration by 2030 [1][3]. Group 1: Development Plans - The "Action Plan" aims to transform the Olympic Center into a vibrant area that enhances international communication and sports culture, responding to the need for balanced regional development [3]. - By 2027, the plan includes revitalizing historical and cultural nodes around the Olympic Forest Park and creating a "Double Olympic" brand image [8]. - The area will focus on a composite functional system, integrating various activities and enhancing the cultural confidence of the capital [6]. Group 2: Tourism and Visitor Statistics - The Olympic Center receives nearly 100 million visitors annually, with a 16% year-on-year increase in visitor numbers from January to October this year, totaling 90.8 million [5]. - The area features numerous cultural and commercial facilities, attracting over 30 million visitors each year [3]. Group 3: Infrastructure and Facilities - The Olympic Center will enhance its infrastructure, including the development of a "robot innovation park" by 2030, aiming to become a global hub for robotics [10][11]. - The plan includes the construction of a series of iconic nodes to improve public services and ecological quality, enhancing the area's overall capacity [20]. Group 4: Economic and Cultural Integration - The Action Plan outlines four major actions: updating consumer formats, integrating industries, enhancing urban spaces, and improving carrying capacity to boost the area's vibrancy [12]. - The area will focus on creating diverse consumption spaces and hosting high-quality events to attract visitors and enhance economic activity [15][17]. Group 5: Environmental and Urban Renewal - The plan emphasizes the integration of artificial intelligence in urban management and the promotion of ecological projects, such as the revitalization of water systems and public spaces [18][19]. - The Olympic Center will also enhance its cultural and creative offerings, aiming to host over 100 large-scale events annually [17].

北京市体育局相关负责人在新闻发布会上透露，未来五年，计划在"双奥100"赛事体系的基础上，深化 构建具有国际影响力的赛事体系，加速释放顶级赛事"溢出效应"，提升北京TOP国际公开赛等自主品牌 赛事的专业性和影响力，加强对小轮车、滑板等新兴赛事培育。按照《行动计划》，努力把奥林匹克中 心区打造成"双奥"国际赛事名城主承载区，形成以国际体育赛事为主导、新兴体育活动为拓展的多元体 育业态集聚区。 "未来两年，继续办好北马、中网、世界人形机器人运动会、2026年世界短池游泳锦标赛、2027年田径 世锦赛等一系列国际赛事，并将鸟巢打造成为电子体育的最高荣誉殿堂。"该负责人表示。 全力将中心区建设成为"全球双奥会客厅" 12月4日，北京市发展改革委、北京市朝阳区政府等六单位共同发布了《加快北京奥林匹克中心区高质 量发展行动计划（2025年-2027年）》（简称"《行动计划》"）。 北京是全球唯一的"双奥"之城，奥林匹克中心区是全球唯一的"双奥"园区，是奥林匹克文化的集中承载 地，也是重要的国家功能区。面向"十五五"，奥林匹克中心区作为城市北部的重要功能片区，将进一步 提升发展能级，更好将"双奥"优势转化为区域发展的新动能 ...

Core Insights - Beijing aims to leverage the "Double Olympic" legacy by developing a world-class "Double Olympic Living Room" that integrates culture, commerce, tourism, and sports [1][5] - The "Action Plan" for high-quality development in the Olympic Center area (2025-2027) was released, focusing on infrastructure upgrades and the integration of various sectors [1][5] Group 1: Visitor Statistics and Economic Impact - The Olympic Center area received 90.8 million visitors in the first ten months of the year, a 16% increase year-on-year [3] - The Aoyao business district generated revenue of 80.72 million yuan during the National Day holiday, marking a 16.6% increase [3] - The area hosted approximately 120 large-scale events this year, with the "Bird's Nest Starry Night" concert series attracting over 2.9 million attendees [3][4] Group 2: Infrastructure and Facility Upgrades - The Olympic Center area has welcomed 673 million visitors and hosted nearly 14,000 large events to date [4] - Future plans include upgrading the Olympic Forest Park and the Olympic Tower, which will feature a 246.8-meter observation deck and a food garden [4] - A comprehensive renovation of the water system covering 187,400 square meters is planned to enhance the area's aesthetics and functionality [4] Group 3: Development Goals and Strategic Initiatives - The "Action Plan" aims to transform the Olympic Center into a key functional area by 2027, enhancing its appeal as a tourist destination [5] - By 2030, the goal is to create an international reception space that reflects the capital's grandeur and vibrancy [5] - The area will focus on integrating various sectors, including sports, culture, and commerce, to stimulate economic growth [6][7] Group 4: Event and Activity Planning - The Olympic Center plans to host weekly sports events, monthly international competitions, and over 100 large-scale activities annually, targeting over 5 million participants [8] - The "Bird's Nest Starry Night" concert series is set to expand to over 60 top-tier concerts in 2026, utilizing advanced stage technologies [8] - The area will also promote various cultural and sports events, including the Beijing Marathon and the China Open, alongside new activities like esports [8] Group 5: Innovation and Technology Integration - A "Robot Innovation Park" is planned to be developed from 2026 to 2030, focusing on integrating technology into various sectors [9] - The park will feature five functional areas, including a humanoid robot training base and a collaborative innovation base [9][10] - The Olympic Center aims to provide comprehensive support for robotics companies, enhancing the integration of technology, culture, and sports [10]

在全球顶级赛场看顶级赛事，在龙形水系感受文化与自然交融，在246.8米的奥林匹克塔上俯瞰京城，在机器人公 园里与机器人面对面……2025年12月4日，北京市发布《加快北京奥林匹克中心区高质量发展行动计划（2025 年-2027年）》（以下简称《行动计划》）。《行动计划》显示，北京将在奥林匹克中心区建设全球首个国家人形 机器人赛训基地、推进奥林匹克森林公园基础设施提升和奥林匹克塔改造工程、实施龙形水系综合改造、地下环 隧改造升级工程等。 北京奥林匹克公园全景图。北京市发改委供图 "双奥"特色融合体育消费等业态 北京奥林匹克中心区地处北京城中轴线的北端，占地面积11.59平方公里，作为2008年北京夏季奥运会、残奥会和 2022年北京冬季奥运会、残奥会的主承载区和开闭幕式主办区域，是目前全球唯一的"双奥"园区，也是世界上最 大的综合性奥林匹克文化展示区。 中心区拥有丰富的资源，北京市发展改革委党组成员、副主任张鑫介绍，8座国家级和市级文化科技设施每年举办 近百场大型活动，同时拥有高品质商业配套，年客流量在3000万人次以上。奥林匹克中心区是无围栏、开放式的 国家5A级旅游景区，每年接待游客近亿人次。而在体育设施方 ...

新京报讯(记者周怀宗)12月4日，北京市发展改革委、北京市朝阳区政府等六单位共同发布《加快北京 奥林匹克中心区高质量发展行动计划2025-2027》。行动计划提出，北京将在奥林匹克中心区建设机器 人创新公园。 朝阳区党组成员、中关村朝阳园党工委副书记娄毅翔介绍，机器人创新公园包含全球首个国家人形机器 人赛训基地、研发创新赋能基地、产教融合示范基地、应用场景开放集聚基地、国际交流合作基地等五 大功能定位。 ...

Core Insights - The article emphasizes the innovative spirit and creativity of Xiaopeng Motors, suggesting that the company's vision is deeply embedded in its products and technology [1] Group 1 - Xiaopeng Motors is portrayed as a company that integrates imagination and creativity into its robotics and technology development [1] - The narrative suggests that the essence of Xiaopeng's innovation lies in its ability to envision future possibilities and translate them into tangible products [1]

Investment Highlights - In the first week of October, compulsory insurance reached 463,000 vehicles, down 28.2% week-on-week but up 28.4% month-on-month [2] - The performance of sub-sectors this week ranked as follows: SW Commercial Passenger Vehicles (+7.4%) > SW Motorcycles and Others (-0.9%) > SW Passenger Vehicles (-1.0%) > SW Auto Parts (-1.7%) > SW Commercial Cargo Vehicles (-1.9%) [2] - The top five stocks covered this week included King Long Automobile, Daimay Co., Yutong Bus, China National Heavy Duty Truck Group H, and China National Heavy Duty Truck Group A [2] Industry Core Changes - Xiaopeng Motors appointed Liu Xianming, the head of the World Base Model, as the new leader of the Smart Driving No. 1 position [3] - Seres' subsidiary, Chongqing Phoenix Technology, signed a business cooperation framework agreement with Volcano Engine [3] - Changan's Qiyuan Q07 Tian Shu Intelligent Laser version was officially launched, equipped with Horizon Journey 6M [3] Q4 Investment Opportunities in AI Smart Vehicles - The automotive sector underperformed the broader market this week, with buses performing the best among sub-sectors [4] - Key changes included the leadership change at Xiaopeng Smart Driving, Yutong's September sales exceeding expectations, Seres' collaboration with ByteDance on embodied intelligence, and strong sales in heavy trucks for September [4] Current Configuration of the Automotive Sector - The automotive industry is entering a new crossroads phase, with the electric vehicle (EV) boom nearing its end and smart vehicle technology in a "dark before dawn" stage [5] - Three main investment opportunities are identified: - **AI Smart Vehicle Main Line**: Focus on Robotaxi/van and C-end vehicles - **Upstream Supply Chain Key Stocks**: Include B-end vehicle OEMs and core suppliers in various components [6] - **AI Robot Main Line**: Focus on selected auto parts suppliers [6] - **Dividend & Good Pattern Main Line**: Focus on buses, heavy trucks, and two-wheelers [6] Weekly Automotive Sector Performance - The automotive sector's performance this week was mixed, with SW Commercial Cargo Vehicles performing the best [20] - The top five stocks in the automotive sector this week included Songyuan Safety, Jingwei Hengrun-W, Seres, New Spring Co., and Yadi Holdings [26] Valuation Metrics - This week, the PE (TTM) of SW Auto, SW Passenger Vehicles, SW Commercial Cargo Vehicles, and SW Auto Parts increased, while SW Commercial Passenger Vehicles' PE (TTM) decreased [34] - The global vehicle valuation PS (TTM) remained stable, with A-share vehicle valuations also stable [44]

Investment Highlights - In the fourth week of September, compulsory insurance reached 644,000 vehicles, with a week-on-week increase of 26.7% and a month-on-month increase of 25.0% [2][9] - The performance of segmented automotive sectors ranked as follows: SW commercial cargo vehicles (+3.8%) > SW passenger vehicles (+2.8%) > SW automotive (+1.7%) = SW automotive parts (+1.7%) > SW commercial passenger vehicles (-1.7%) [2][9] - The top five stocks covered this week with the highest gains were Songyuan Safety, Jingwei Hengrun-W, Silis, Xinquan Co., and Yadi Holdings [2][9] Core Industry Changes - Tesla released the FSD V14 version, expanding the model scale by 10 times and increasing the context length by 3 times; a simplified version of Model 3 and Model Y was launched in the U.S. market with a price reduction of $5,000 to cope with subsidy declines [3][9] - Xiaopeng Motors delivered 42,000 vehicles in September, a year-on-year increase of 95% and a month-on-month increase of 10% [3][9] - Li Auto delivered 34,000 vehicles in September, a year-on-year decrease of 37% but a month-on-month increase of 19% [3][9] - WeRide entered the third emirate of the UAE, Ras Al Khaimah, to begin trial operations of Robotaxi and Robobus [3][9] - 700 Yutong buses were delivered to Turkmenistan [3][9] - Xinquan Co. redeemed its "New 23 Convertible Bonds" ahead of schedule [3][9] Q4 Focus on AI Smart Vehicle Investment Opportunities - The automotive industry is entering a new crossroads phase, with the electric vehicle (EV) dividend nearing its end and the smart vehicle sector in a "dark before dawn" stage, indicating a shift in investment logic [4][5] - Key investment opportunities include: - **AI Smart Vehicle Mainline**: Focus on Robotaxi and Robovan, with downstream application core stocks including Tesla, Xiaopeng Motors, and Qianli Technology [5][10] - **C-end Vehicle Sales Perspective**: Key players include Xiaopeng Motors, Li Auto, and the Huawei and Xiaomi ecosystems [5][10] - **Upstream Supply Chain Perspective**: Key players include BAIC Blue Valley, GAC Group, and SAIC Group for B-end vehicle manufacturing, and various core suppliers for components like chips and sensors [5][10] Market Performance Overview - The automotive sector's performance in the A-share market ranked 10th this week, while the Hong Kong market ranked 12th [14] - The automotive sector has shown a general upward trend, with SW commercial cargo vehicles performing the best [19][20] - The overall vehicle insurance data for the week indicates a total of 644,000 vehicles, with new energy vehicles accounting for 368,000, reflecting a penetration rate of 57.2% [52]