2月3日下午3时，惠州市政协十三届五次会议在市会议中心开幕。来自全市各条战线的政协委员们以饱 满的热情和高度的责任感积极履职。此前，他们围绕全市中心工作、聚焦民生热点问题深入调研，形成 了一份份高质量的提案，为参政议政做好了充分准备。 尹征提出，人工智能和机器人产业兼具高研发投入、长发展周期的特性，亟需政府引导的 "耐心资本" 长期陪伴，通过延长投资周期、前期"只投不退"的模式，带动社会基金精准扶持产业发展。他高度认可 惠州拟成立人工智能和机器人局的举措，建议推动 TCL、德赛等链主企业开放供应链，依托惠州的空 间优势布局低空经济，打造具有本地特色的AI应用场景。他认为，惠州空间优势显著，设立人工智能 和机器人专门机构属全国首创，产业发展迎来重大机遇，"耐心资本" 与链主企业深度结合是产业发展 的关键，相信政府后续也将出台相关人才激励政策。 其中，惠州市政协委员尹征带来三份提案，聚焦以 "耐心资本" 培育新质生产力、融合大湾区资源强化 科技成果转化、开发金山湖绿色水经济三大方向，重点为惠州人工智能和机器人产业发展建言献策。 ...

Core Viewpoint - The article emphasizes the increasing value of data as a key production factor in the context of a new technological revolution and industrial transformation, with 2026 designated as the "Year of Data Element Value Release" in China's 14th Five-Year Plan [1] Group 1: Event Overview - The "Data Element × Financial Services" theme event, "Data Gathering Futian" (first phase), was successfully held in Bay Area Jin Ke City, organized by various local government and financial institutions [1][3] - The event gathered over 150 representatives from government, industry, and financial sectors, including major banks and insurance companies, to explore the integration of data elements and financial services [3] Group 2: Policy and Ecosystem Development - Shenzhen's Futian District is focusing on the integration of data elements and financial services, leveraging its dual industrial advantages to activate new momentum for digital economic development [4] - The district has implemented multiple supportive policies and established the first national data element ecosystem industrial park to promote the application of data in various fields [4] Group 3: Data Quality Initiatives - A "Financial High-Quality Data Set Collection Initiative" was launched during the event, aiming to gather high-quality data resources that meet regulatory requirements and support various financial applications [8] - The initiative focuses on compliance, security, diversity, and quality enhancement of data, creating a resource pool for AI applications in financial services [9] Group 4: Technical and Collaborative Insights - The event featured discussions on the construction of data circulation platforms, high-quality data set development, and the supply-demand dynamics of financial computing power, providing technical references for the integration of data and finance [11] - A roundtable discussion addressed key issues and solutions in the fusion of data elements and financial services, offering diverse perspectives and practical insights for the industry [13]

（编辑 丛可心） 证券日报网讯 1月19日，沐曦股份在互动平台回答投资者提问时表示，公司聚焦六大重点行业进行生态 建设。公司将在教科研、金融、交通、能源、医疗健康、大文娱等领域持续积累实际落地经验，与广大 软硬件生态伙伴合作击穿相关行业的AI应用场景，打造标杆案例，形成可复制的应用解决方案并在行 业内大范围商业推广。具体措施层面，主要通过技术开源主动赋能垂直领域的生态伙伴，开展联合科研 课题和创新项目合作，同时安排技术团队前移一线市场，深入理解行业客户的实际需求，快速沉淀产品 解决方案予以支持。 ...

Group 1 - The core theme of the 2025 China 5G + Industrial Internet Conference is "Intelligent Navigation of the Internet of Everything" [1] - Jiahuan Technology signed a cooperation agreement with China Mobile Shanghai Research Institute during the conference [1] - The partnership aims to enhance the alignment of AI application scenarios in the industrial internet sector and promote innovation and implementation of AI technologies [1]

Core Insights - The foldable smartphone market is evolving, with domestic manufacturers aiming to connect with high-end Apple users through innovative products [1][7] - Despite a 53.1% year-on-year increase in China's foldable smartphone shipments in Q1 2025, the market remains in an adjustment phase, with no significant improvement in demand [1][5] - The global foldable smartphone market is expected to stabilize in 2025, with a potential increase to 23 million units following Apple's entry into the market [5] Group 1: Market Dynamics - The foldable smartphone market in China saw shipments reach 2.84 million units in Q1 2025, reflecting a 53.1% increase year-on-year [1] - The global market size for foldable smartphones is projected to remain stable at approximately 17 million units in 2025, with a potential rise to 23 million units in 2026 due to Apple's entry [5] - The introduction of Apple's foldable phone is expected to enhance consumer awareness and stimulate demand for foldable devices [5] Group 2: Technological Advancements - Honor's latest foldable smartphone, Magic V5, has achieved a thickness of 8.8mm, setting a new record in the industry [2] - The average silicon content in foldable smartphone batteries is currently below 15%, with Honor's new battery achieving a silicon content of 25% and an energy density of 901Wh/L [3] - Domestic manufacturers are making significant progress in supply chain technology, with companies like SaiDe Semiconductor and Changxin Technology emerging as key players [2][3] Group 3: Competitive Landscape - The competition in the foldable smartphone market is intensifying, with manufacturers focusing on lightweight designs and advanced materials [2][3] - The shift in focus from hardware specifications to AI applications is expected to redefine the competitive landscape in the foldable smartphone sector [5][6] - Manufacturers are leveraging AI to enhance user experience, enabling features like automatic document organization and real-time translation on foldable devices [6][7] Group 4: Strategic Positioning - Domestic manufacturers are not aiming to replace iPhones but rather to create seamless connectivity with Apple's ecosystem, reducing barriers for Apple users to switch to Android [7] - The integration of AI technology is seen as a way to break down the boundaries between hardware and software, unlocking the full potential of foldable smartphones [7] - The high repair rates and performance compromises of early foldable models have led to hesitance among early adopters, impacting the overall market growth [8]