京沪等多地已出台配套政策。 为加速人工智能与实体经济融合，推动制造业的智能化变革，工信部等八部门近日联合印发了《"人工 智能+制造"专项行动实施意见》（下称《意见》）。 《意见》围绕创新筑基、赋智升级、产品突破、主体培育等方面部署七大重点任务，促进人工智能技术 与制造业应用双向赋能，加快制造业智能化、绿色化、融合化发展。 工信部同时发布的《工业互联网和人工智能融合赋能行动方案》（下称《方案》）提出，到2028年，推 动不少于5万家企业实施"人工智能+工业互联网"升级改造，显著提升工业互联网与人工智能融合赋能水 平。 中国电信研究院战略发展研究所副所长季鸿表示，我国工业互联网与人工智能核心产业规模双双突破万 亿元，两者的深度融合将共同构建起一个更加蓬勃发展的融合生态，也将带动相关产业规模达到数十万 亿元的规模，成为驱动经济增长的关键动能。 工业互联网是人工智能与制造业融合的重要载体。"十五五"规划建议提出，实施工业互联网创新发展工 程。国务院此前出台的《关于深入实施"人工智能+"行动的意见》也提到，深化人工智能与工业互联网 融合应用。 工信部副部长张云明此前在国新办新闻发布会上表示，对于实现新型工业化这一关键任 ...

上海日前公布《上海市支持先进制造业转型升级三年行动方案（2026—2028年）》（下称"方案"），提 出到2028年，新增年产值10亿元以上制造业企业100家，累计超过600家，带动产业链新增规上工业企业 500家，规上制造业企业研发费用占营收比重显著提升。 方案提出，实施结构调优升级行动，包括优化提升传统优势产业、加快先导产业战略引领、推动重点产 业和新兴产业壮大发展；实施创新攻关强基行动，包括释放企业创新活力、加速关键核心技术攻关等。 具体来看，方案提出大力发展新一代电子信息、智能网联新能源汽车、高端装备、先进材料、绿色低 碳、时尚消费品产业，支持企业发展先进制造。积极引导企业投资布局低空经济、商业航天、具身智 能、生物制造、智能终端等新兴领域。 积极引导企业投资布局低空经济、商业航天、具身智能、生物制造、智能终端等新兴领域。 上海将在未来三年加快先进制造业转型升级。 在商业航天领域，上海将在"十五五"时期加大可重复使用火箭大推力发动机、回收技术等攻关，加快研 制手机直连、智算、雷达遥感等商业卫星，建设千帆星座、智慧天网等通信和遥感商业星座等。 根据《上海市具身智能产业发展实施方案》，到2027年，上海市 ...

1月7日，工信部等八部门印发《"人工智能+制造"专项行动实施意见》（以下简称《意见》）。 《意见》提出，到2027年，推动3至5个通用大模型在制造业深度应用，形成特色化、全覆盖的行业大模 型，打造100个工业领域高质量数据集，推广500个典型应用场景。培育2至3家具有全球影响力的生态主 导型企业和一批专精特新中小企业，打造一批"懂智能、熟行业"的赋能应用服务商，选树1000家标杆企 业。建成全球领先的开源开放生态，安全治理能力全面提升，为人工智能发展贡献中国方案。 加快重点行业应用赋能 《意见》将"赋智升级：拓展推广高价值应用场景"放在专项行动的第二位，明确提出加快重点行业应用 赋能。 《意见》提出，要参考《指引》，分类制定"人工智能+制造"行业应用全景图和转型路线图，加快人工 智能赋能原材料、装备制造、消费品、电子信息、软件和信息技术服务等制造业相关重点行业，加快标 杆解决方案和经验推广应用。 《每日经济新闻》记者注意到，与《意见》一起发布的，还有两份配套附件，分别是《人工智能赋能制 造业重点行业转型指引》（以下简称《指引》）和《制造业企业人工智能应用指南》。 强化人工智能算力供给 《意见》把"创新筑基：夯 ...

昨天（1月4日），记者从苏州市新型工业化推进会议暨"AI+制造"创新发展大会上获悉，苏州将深 入贯彻落实国家、省"人工智能+"行动部署，大力实施"AI+制造"八大行动，全面推动人工智能与制造业 深度融合发展。 通过智能终端品牌塑造行动，苏州聚焦具身智能机器人、智能消费电子终端、智能高端装备等九大 细分领域，打响智能终端苏州品牌；加快推进智能终端产品在工业制造、政务服务、医疗健康等领域应 用，培育入库智能终端产品超300个。在平台载体赋能行动中，苏州将高水平建设国家人工智能应用中 试基地，遴选建设10个制造业重点行业人工智能应用赋能中心，建好一批产业创新中心，推动"模术空 间"等平台载体深度赋能行业发展。 作为推动制造业高质量发展的关键举措，此次"AI+制造"八大行动将从大模型培育、数据支撑、场 景应用、品牌培育等多个维度协同发力，构建人工智能与制造业深度融合的创新生态。 算力供给提质行动将着力构建高效智能算力网络，持续升级苏州市公共算力服务平台功能，通 过"算力券"补贴等形式，为中小企业提供普惠易用算力服务，力争全市算力总规模达40000PFLOPS。标 准体系引领行动支持企业开展工业大模型评价标准研究和评测 ...

Core Insights - The collaboration between Zhiyuan Robotics and Longqi Technology marks a significant strategic partnership in the field of industrial embodied intelligent robots, with Longqi placing orders worth several hundred million yuan for the Zhiyuan Spirit G2 robot framework [1][2] - This partnership aims to deploy nearly a thousand robots, representing one of the largest orders in China's industrial embodied intelligent robot sector, addressing challenges such as inflexible production lines and capacity fluctuations [1][2] Group 1 - The Zhiyuan Spirit G2 will initially be applied in tablet production lines, enhancing operational efficiency through AI interaction and collaboration in flexible grasping, multi-station coordination, and production line data linkage [1] - The core advantages of the Zhiyuan Spirit G2, including flexible reuse, rapid reconfiguration, and scalable replication, were key factors in securing this large order [1][2] Group 2 - For Longqi Technology, this partnership is a crucial step in advancing its "AI + Manufacturing" strategy, aiming to improve automation rates and reduce line change costs through the flexible production capabilities of the robots [2] - Zhiyuan Robotics views this collaboration as a milestone in the large-scale commercial application of industrial manufacturing scenarios, providing comprehensive services from initial site layout research to ongoing technical maintenance and algorithm iteration [2]

Domestic News - Shanghai is accelerating the application of robots in industries such as electronics, automotive, and equipment, focusing on high-risk and repetitive tasks to improve production efficiency and safety [6] - Guangdong encourages industries to purchase domestic satellite data and products, promoting satellite applications in aviation, maritime, and automotive sectors [7] - Heilongjiang will provide tiered subsidies for vehicle replacement starting August 23, with subsidies ranging from 5,000 to 11,000 yuan based on the new vehicle price [8] - Xiaomi expects to achieve profitability in its automotive division in the second half of the year, with a significant revenue increase of 234% to 21.3 billion yuan in Q2 [9] - Leap Motor has launched a night service covering 23 provinces and 37 cities to enhance after-sales service convenience [11] - Seres has received authorization for a collision unlock patent, which aims to improve vehicle door unlocking speed during accidents [12] - BYD has formed a strategic partnership with Finnish dealer Veho Group to enhance its sales and service network in Finland [13] - Deep Blue Automotive's joint venture with Star Semiconductor has officially commenced production, focusing on automotive-grade power semiconductors [14] International News - The U.S. will increase tariffs on over 400 products, including electric vehicle parts, imposing a 50% tariff on steel and aluminum components [15] - Tesla is expanding its Full Self-Driving (FSD) technology into Japan and Thailand, with testing already underway in Japan [16] - Ford and SK On's joint electric vehicle battery plant has officially started production in Kentucky, focusing on batteries for trucks and commercial vehicles [17] - In the Philippines, new vehicle sales saw a slight decline of 2.6% in July, with commercial vehicle sales increasing by 11% [18] Commercial Vehicles - Jiangling Motors has received international certification for its information security management system, marking its advancement in automotive cybersecurity [19] - Weishi Energy has launched a hydrogen fuel truck testing project in Brazil, collaborating with local universities for road testing [20] - The first batch of Mercedes-Benz eActros 600 electric trucks has been delivered across 15 European countries, establishing a strong presence in the zero-emission heavy-duty vehicle market [21] - Several regions in China have suspended subsidies for old freight trucks due to funding shortages, affecting 20 cities and counties [22]

Group 1 - The Ministry of Human Resources and Social Security announced new regulations for personal pension withdrawals, adding three new scenarios for eligibility starting September 1 [3] - The Ministry of Finance reported that the national general public budget revenue for the first seven months of the year reached 135,839 billion yuan, showing a year-on-year growth of 0.1% [5] - The Ministry of Industry and Information Technology held a meeting to discuss the photovoltaic industry, emphasizing the need for regulatory measures to ensure healthy competition and product quality [6] Group 2 - The Chinese Futures Association highlighted that the trading volume of China's commodity futures market accounts for over 60% of the global total, with 24 specific products available for international trading as of July 2025 [8] - Shanghai's government released a plan to accelerate the integration of AI and manufacturing, aiming to enhance the level of intelligent development in the manufacturing sector over the next three years [9] - Guangdong province introduced policies to support the high-quality development of commercial aerospace, encouraging companies to apply for various certifications [10] Group 3 - The National Sports Administration announced measures to address issues in sports development, particularly in football and chess, focusing on governance and legal frameworks [7] - New Oriental Education responded to rumors regarding regulatory investigations into its CEO, stating that the claims are false and have harmed the individual's rights [26] - The stock market saw significant institutional activity, with institutions net buying shares in companies like Tenglong Co., which rose by 10.02% [28][29]

Group 1: Robotics and Manufacturing - Shanghai is accelerating the application of industrial robots in key industries such as electronics, automotive, and equipment to enhance production efficiency and safety [1] - The initiative aims to deploy robots in repetitive, hazardous, and health-risk jobs, promoting large-scale applications in assembly, welding, spraying, and material handling [1] - The plan also encourages the steel and shipbuilding industries to develop human-machine collaborative smart manufacturing units for complex processes [1] Group 2: Commercial Aerospace Development in Guangdong - Guangdong Province is promoting high-quality development in commercial aerospace with policies aimed at significant applications in low-altitude economy, space tourism, and other innovative projects [2][5] - The government encourages enterprises to apply for various licenses related to aerospace, including weaponry research and production, satellite communication, and navigation product certification [5][6] - Support is provided for the construction of satellite constellations targeting commercial applications, with a "green channel" for project approval and resource coordination [6] Group 3: Satellite Applications and Data Procurement - The Guangdong government is advocating for the procurement of domestic satellite data and products across various industries to enhance applications in sectors like aviation, automotive, and energy [9] - There is a push for enterprises to expand the scale of satellite application industries and purchase computing power services, with local governments encouraged to provide rewards [9] Group 4: Technology and Innovation Events - The seventh technology achievement auction in the Yangtze River Delta G60 corridor achieved a record transaction amount exceeding 20 billion yuan, marking a 66.7% increase from the previous event [4] - The auction attracted numerous county-level economies and showcased over a thousand technology achievements across various fields, including high-end equipment and artificial intelligence [4] Group 5: Virtual Asset Trading - CMB International Securities has launched virtual asset trading services for qualified investors, allowing 24/7 trading of cryptocurrencies like Bitcoin and Ethereum [3] - The firm is the first Chinese bank-affiliated brokerage in Hong Kong to receive a license for virtual asset trading, enhancing its service offerings [3] Group 6: iPhone Production Update - Apple has entered large-scale production of the iPhone 17, with Foxconn ramping up hiring at its Zhengzhou factory in anticipation of peak season demand [10] Group 7: Securities Transaction Tax Revenue - The Ministry of Finance reported that from January to July 2025, the revenue from securities transaction stamp duty reached 93.6 billion yuan, reflecting a year-on-year increase of 62.5% [11]

Market Overview - The market experienced a slight adjustment with the three major indices retreating after a high opening. The total trading volume reached 2.64 trillion [1] - The robotics sector saw a significant surge, with multiple stocks hitting the daily limit, including Southern Precision [1] - Pharmaceutical stocks also showed volatility, with New Tian Pharmaceutical and others reaching their limits [1] Key Highlights Robotics Sector - The robotics sector continued to perform well, with companies like Guojijiangong and Kosen Technology achieving consecutive limit-ups. The Shanghai Municipal Economic and Information Commission announced a plan to accelerate the application of robotics in various industries, particularly in high-risk and repetitive tasks [3][4] - The industry is entering a rapid development phase, with sensor technology driving advancements in humanoid robots. The value and technical requirements of sensors are expected to change significantly as product iterations accelerate [4][5] Pharmaceutical Sector - The pharmaceutical sector remained active, with Jimin Health and Shenlian Bio achieving consecutive limit-ups. The World Lung Cancer Conference (WCLC) is expected to provide further insights into key products from companies like Dize Pharmaceutical and Fuhong Hanlin [6][7] - The innovative drug sector is projected to maintain its growth, supported by policy backing and increasing global competitiveness. The recovery of overseas orders and performance is also anticipated [6][8] Huawei Supply Chain - The Huawei supply chain showed strong performance, with stocks like Huasheng Tiancai and Zhongdian Xinlong hitting their limits. Huawei's HarmonyOS has surpassed 10 million devices, marking a significant milestone in its ecosystem development [9][10] - The upcoming Huawei Connect Conference is expected to present investment opportunities related to HarmonyOS and Ascend platforms [11] Other Active Sectors - Other sectors such as optical communication, computing power, and consumer goods also showed activity, while high-position stocks faced declines [11]

Group 1 - The Shanghai government has approved the implementation plan for accelerating the development of "AI + manufacturing," emphasizing the need to leverage AI to upgrade the manufacturing sector towards high-end, intelligent, green, and integrated development [1] - Shanghai is recognized as a key practice area for the national "AI +" strategy, with AI technology deeply integrated into core manufacturing processes, showcasing significant growth in AI-related enterprises [3][4] - In Q1 of this year, revenue from AI enterprises in Shanghai reached 118 billion yuan, marking a 29% year-on-year increase, with the talent pool accounting for one-third of the national total [3] Group 2 - The implementation plan aims to promote innovation and develop industrial-grade intelligent systems tailored for specific sectors, focusing on lightweight technology trends and optimizing the ecosystem for AI application [5] - Shanghai has made significant investments in computing power, data, and algorithms, reducing computing costs by over 50% and facilitating the rapid integration of AI models into manufacturing scenarios [4][5] - The launch of the AI model computing power aggregation supermarket cloud service during the 2025 World Artificial Intelligence Conference aims to provide a comprehensive solution for AI developers and manufacturing enterprises [4] Group 3 - The introduction of the "intelligent routing gateway" simplifies the model invocation process for AI developers, significantly reducing costs and improving response times [5] - Future plans include the launch of a "model trading market" and a "collaborative training community" to enhance the entire development, deployment, and commercialization chain [6] - The challenge remains in penetrating core manufacturing processes with AI, as many innovative AI companies are startups facing barriers related to data security and technology adaptation [9]