各地应积极引导并创造条件，为机器人技术"找场景、拓市场"，支持企业探索机器人服务与商业运营、 城市管理、文化旅游等领域的深度结合，开发出更具吸引力和竞争力的新场景、新服务。同时，相关政 策与资源应聚焦于人形机器人运动控制、环境自适应交互、群体协同等关键核心技术攻关，以真实场景 需求倒逼技术进步，逐步破解规模化应用"最后一公里"的难题。 ■贾丽 北京首钢园国内首家机器人商店"陶朱新造局"正式亮相，成都春熙路上"银河太空舱"迎宾机器人与观众 热情互动，三十余台机器人组成的"智能巡检群"在荆楚大地的变电站默默值守……刚刚过去的国庆中秋 假期中，"机器人总动员"成为了新看点。机器人不再仅是新奇展品，而是深入零售、文旅等多元消费场 景，成为真正的服务提供者。 由此可见，我国机器人产业正加速从技术突破迈向商业化应用。 笔者认为，面对这一机遇，各地应乘势而上，主动作为，让智能科技新引擎更加强劲有力，助力"新看 点"加速转化为新的经济增长点。 其一，各地应鼓励"场景开放"与"技术攻坚"并重，破解应用瓶颈。当前，机器人的应用场景逐渐从"展 示性"向"功能性"转变。无论是上述机器人商店的运营，还是人形机器人的全自主服务，机器人已 ...

今天，南京理工大学智能科学与技术学院揭牌仪式在南京理工大学创新港二期举行。无锡市委常委、江阴市委书记许峰，江阴市市长王琪，南京理工大学 党委书记路贵斌、校长杨益新共同为智能科学与技术学院校地共建揭牌。 江阴市领导韩杨、金丹菁、魏锋、季震参加活动。 许峰简要介绍了江阴人工智能产业发展情况。他说，近年来，江阴主动布局新赛道，把人工智能作为五大未来产业之一予以重点培育，全面应用新技术， 持续丰富新场景，积极打造新生态，不仅建设了人工智能产业园、创新中心，引进了一批高端项目，扩大了算力规模，还持续打造南京理工大学数字创新 港，不断深化与南京理工大学的"八个一"校地合作。 许峰表示，南京理工大学智能科学与技术学院的揭牌成立，既是南京理工大学发展史上的一件大事，也必将为江阴全面拥抱人工智能时代注入新的动能。 他希望南京理工大学能够为新学院注入顶尖师资、引进顶尖团队，把学院打造成培育一流人才的"梧桐树"、技术创新转化的"策源地"；学院师生们能够在 人工智能发展的时代大潮中勇敢探索、再建新功。江阴市委、市政府将一如既往当好金牌"店小二"，给予学院、给予南京理工大学最坚定的支持，携手打 造校地合作新典范，让江阴校区成为汇聚才俊 ...

来源：市场资讯 （来源：策略李立峰与行业配置笔记） 投资要点 市场回顾：本周A股市场整体震荡，主要指数表现分化。受益于全球科技巨头AI领域资本开支提速、国内光刻机技术突破等催化，半导体产业链整体走 强，科创50指大涨6.47%；消费板块走弱，社服、商贸零售、轻工、纺服行业指数跌幅居前。资金面，市场成交边际缩量，融资资金维持净买入，股票型 ETF本周净申购231亿元。大宗商品方面，国际定价的商品价格走强，贵金属、原油、伦铜均上行，国内定价的黑色系商品下跌。外汇方面，美元指数上 行，10Y美债回到4.2%附近，人民币兑美元汇率有所贬值。 市场展望：A股、港股暂时的折返，慢牛即是长牛。A股在经历了7-8月的趋势性上涨和科技龙头的交易拥挤后，九月以来资金分歧有所加剧。下周临近长 假，"日历效应"下场外资金入市或有放缓，短期A股、港股有望阶段性震荡休整，部分资金倾向于节后布局十月行情。中期来看，本轮牛市演绎仍在延 续：股市微观流动性宽裕，资本市场"稳股市"政策和中长期资金入市构筑慢牛基础；经济数据偏弱，但"反内卷"效果已初步显现，A股中长期盈利预期边 际改善；产业趋势上，中国企业已在人工智能、生物医药、高端制造等领域展 ...

Core Insights - The article highlights the emergence of Changsha as a significant player in the artificial intelligence (AI) sector, emphasizing its strategic initiatives and advancements in AI technology and applications [1][3][5]. Group 1: AI Development and Infrastructure - Changsha is home to major supercomputing centers, including the National Supercomputing Center, with a total computing power exceeding 12,000 PF, ranking third nationally [3][11]. - The city aims to establish itself as a global research and development hub, with plans to grow its AI industry to over 100 billion yuan by 2026 [8][10]. - The local government has implemented various policies to support AI development, including the "Artificial Intelligence + Action Plan" and investment in digital infrastructure [8][10]. Group 2: AI Applications Across Industries - The focus of Changsha's AI strategy is on practical applications, targeting sectors such as healthcare, manufacturing, and smart transportation [7][42]. - AI technologies are being integrated into manufacturing processes, enhancing efficiency and precision, as seen in companies like GAC Aion and various robotics firms [22][24][26]. - The healthcare sector is leveraging AI for innovations in diagnostics and patient management, with companies like Sanofi and the Beijing University Changsha Institute leading initiatives [43][44]. Group 3: Innovation and Talent Development - Changsha has established numerous innovation platforms and research centers, collaborating with universities to foster talent and technological advancements [12][17]. - The city has seen a surge in entrepreneurial activities, with over 4,000 new businesses registered by university students in the past year, reflecting a vibrant startup ecosystem [15][16]. - Major companies, including ZTE and Huawei, are setting up AI research centers in Changsha, contributing to the local talent pool and innovation landscape [17][18]. Group 4: Cultural Integration of AI - The integration of AI into cultural sectors is evident, with initiatives that enhance cultural heritage through technology, such as AI-driven digital exhibitions and content creation [30][32]. - Changsha is leveraging AI to transform cultural industries, enabling new forms of content creation and audience engagement [33][36]. - The city is positioned as a leader in the "AI + Culture" movement, utilizing AI to revitalize traditional cultural practices and expand their reach [38][41]. Group 5: Future Prospects and Challenges - Changsha aims to solidify its position in the AI landscape by attracting leading enterprises and enhancing its research capabilities [49][50]. - The city is focused on overcoming challenges in AI adoption, including the need for more robust talent development and investment strategies [49][50]. - With a commitment to innovation and quality development, Changsha is poised to become a key player in the global AI industry [51].

Core Insights - The commercial aerospace industry in Hebi is experiencing robust growth, with the establishment of the Aerospace Hongtu Central Satellite Operation Center, which serves as a regional hub for satellite data reception, processing, and application [1] - The city is also witnessing a transformation in its industrial landscape, highlighted by the successful production of qualified metallic magnesium products at the China Aluminum (Hebi) magnesium-based new materials pilot base, utilizing innovative clean magnesium smelting technology [2] - Hebi's industrial transformation is marked by the development of a modern industrial system focused on three advantageous industries: functional new materials, electronics, and magnesium-based new materials, alongside three emerging industries: commercial aerospace, biomanufacturing, and semiconductors [2] - The innovation ecosystem in Hebi is being optimized with the establishment of the Hebi Science and Innovation City, which includes 27 pilot bases and over 75 high-tech enterprises [3] - Urban-rural integration is being promoted through new urbanization initiatives, with significant investments in community development and rural revitalization projects [3] - Governance efficiency is enhanced through a smart city operation center that integrates various departmental systems, improving public service responsiveness and satisfaction [3] Industry Developments - The Aerospace Hongtu Central Satellite Operation Center has become a key player in the satellite application ecosystem, contributing to sectors such as smart agriculture and environmental monitoring [1] - The successful launch of the metallic magnesium production project signifies a breakthrough in green manufacturing for magnesium-based materials, addressing traditional high energy consumption and emissions issues [2] - The establishment of a comprehensive industrial chain in commercial aerospace, including satellite manufacturing and rocket development, positions Hebi as a significant player in the national aerospace sector [1][2] - The city's focus on innovation and technology is reflected in the achievements of local companies, such as Longxin Zhongke's chip testing and packaging production line and the global market leadership of Shijia Photonics [2]

Market Performance - A-shares showed mixed performance today, with the Shanghai Composite Index closing at 3860.50 points, down 0.26%, and the Shenzhen Component Index reaching a new high at 13005.77 points, up 0.63% [1] - The ChiNext Index continued its strong performance, rising 1.51% to close at 3066.18 points, with a notable increase of over 9% for CATL, which reached a historical high [2] Economic Data - August economic data indicated a weakening trend in industrial production, investment, and consumption, with real estate investment down 12.9% year-on-year [4] - Industrial production growth slowed from 5.7% to 5.2% year-on-year, while retail sales growth decelerated to 3.4% [4] Policy and Industry Trends - A series of favorable policies were announced, including a target of 180 million kilowatts for new energy storage installations by 2027, which is expected to stimulate demand for storage and power batteries [6] - The domestic market is entering a traditional peak season, with a reported 60% penetration rate for new energy vehicles in the first week of September [6] Company Performance - Recent earnings reports from lithium battery companies showed significant improvements in revenue, profit, and cash flow, with leading battery manufacturers achieving a capacity utilization rate of 89.9% [7] - The gaming industry is experiencing growth, with new products and existing titles performing well, supported by an increase in game license approvals [8] Investment Recommendations - Investors are advised to focus on the ChiNext 50 ETF (159375) and the Sci-Tech Innovation and Entrepreneurship ETF (588360) due to the favorable valuation and growth prospects in the ChiNext market [3] - In the bond market, the 10-year government bond yield is expected to return to a downward trend, presenting good investment value around 1.80% [5]

Core Insights - Yantai has integrated the biopharmaceutical industry into its "9+N" manufacturing cluster initiative, enhancing innovation and competitiveness through a structured approach involving leadership, departmental responsibilities, and coordinated support [1][3] Industry Overview - The biopharmaceutical sector in Yantai has reached 212 regulated enterprises, including 6 listed companies, 1 unicorn, 23 gazelle companies, and 9 national-level specialized and innovative small giant enterprises [3] - Yantai's biopharmaceutical industry has been recognized as a national strategic emerging industry cluster and has been included in the first batch of pillar industry clusters in Shandong Province [3] Infrastructure Development - Yantai is developing a "Blue Pharmaceutical Valley" with a planned investment of 12 billion yuan and a construction area of 1.3 million square meters, which has already attracted 34 biopharmaceutical companies [4] - Several specialized parks are under construction, including the IVD medical device industrial park and the international biopharmaceutical valley, contributing to the growth of major enterprises [4] Innovation Ecosystem - Yantai has established a vertical ecosystem for the biopharmaceutical industry, covering the entire chain from product research and development to sales [5] - The city has launched 6 first-class new drugs in recent years and anticipates over 13 more to be approved in the next five years, promoting the "Innovative Good Medicine, Yantai Manufacturing" brand [5] Strategic Focus Areas - Yantai is focusing on two major innovation tracks: medical isotopes and radioactive drugs, as well as cell and gene therapy, while also nurturing high-end generics and medical devices [6] - The Blue Pharmaceutical Valley is the largest domestic park with nuclear drug production qualifications, housing 12 first-class nuclear drugs in clinical trials [6]

Core Viewpoint - The implementation of AI grid workers in Huaqiangbei represents a significant shift in urban governance, enhancing efficiency and effectiveness in managing city operations through real-time data analysis and proactive problem identification [5][6][8]. Group 1: AI Grid Workers Implementation - The AI grid worker system has been developed to address the challenges of traditional manual inspections, covering over 80% of the area in Huaqiangbei, which has more than 115,000 business entities and a peak daily foot traffic of up to 1 million [5][6]. - The AI grid workers operate 24/7, utilizing advanced technology to monitor various urban issues, achieving a problem identification accuracy rate of 90% [6]. Group 2: Efficiency and Collaboration - The transition from human-led problem identification to AI-driven data analysis has significantly improved urban governance, with a fivefold increase in response efficiency and a 60% enhancement in cross-departmental collaboration [6]. - The AI system has demonstrated its capability to provide early warnings, such as identifying construction site safety issues before a storm, allowing for timely interventions [6]. Group 3: Future Directions and Broader Applications - Huaqiangbei is expanding the application of AI grid workers beyond traditional governance to include building management, merchant services, and industrial ecosystem development [7]. - The initiative aims to create a digital and intelligent governance model for buildings, establish digital profiles for businesses, and identify gaps in the industrial chain to support investment attraction [7][8]. Group 4: Overall Impact on Urban Management - The AI grid worker initiative is a pioneering example of integrating technology into urban management, fostering a collaborative and resilient innovation ecosystem in Shenzhen and the Greater Bay Area [8].

Core Viewpoint - The A-share market experienced a significant rise in August, with the Shanghai Composite Index breaking through key levels, yet a substantial portion of individual stocks underperformed, indicating a fragmented market environment [1][3]. Market Overview - The Shanghai Composite Index is approaching a critical resistance line between 6124 and 5178 points, with historical patterns suggesting potential for a brief consolidation before any breakout [2]. - In August, the Shanghai Composite Index rose by 7.97%, while the Sci-Tech 50 Index and the ChiNext Index surged by 28% and 24.13% respectively, despite 60% of stocks underperforming the market [3][4]. Sector Performance - The micro-cap stock index faced a decline of 4.75% in August, indicating that the rally in larger indices may not benefit smaller stocks [4]. - There is a notable trend of speculation in stocks with a market capitalization of over 100 billion, which has positively impacted smaller companies within the same sector [5]. Investment Focus - The AI hardware sector is identified as a primary investment focus, with significant capital inflow from ETF funds expected to continue, although volatility may increase [7]. - Key stocks in the AI hardware sector, particularly those with explosive earnings growth, are highlighted as potential investment opportunities [7]. Recent Developments - Alibaba's stock jumped by 12.9% following positive news regarding its AI chip initiatives, which may benefit related AI technology stocks [8]. - The semiconductor sector is seeing accelerated IPO processes for several star companies, which is expected to positively impact the AI technology landscape [9]. Future Outlook - The market is advised to monitor the Shanghai Composite Index for potential new highs, which could signal the end of short-term volatility [11]. - Key sectors to watch include AI hardware, solid-state batteries, commercial aerospace, and financial technology, with an emphasis on core stocks within these industries [11].

范乐宇表示，下一步，广东金融监管局将从以下三个方面持续引领广东银行业、保险业加快为大湾区新 质生产力发展赋能： 8月30日，广东金融监管局党委委员、副局长范乐宇在粤港澳大湾区金融发展论坛上表示，将全面加强 科技支行建设为抓手，给予更加灵活包容的监管政策，为探索提供适配科技型企业全生命周期的特色金 融产品打开政策空间。 范乐宇观察到，科技金融专营体制建设水平与大湾区国际科创中心建设需求不够匹配，科技金融服务专 业化、特色化、精准化仍显不足等问题。 范乐宇表示，需要以监管赋能、政策赋利，进一步推动做优、做强、做专科技支行，发挥引领示范作 用，渐次形成与新质生产力相适配的具有广东标识度的科技金融服务体系，促进"科技—产业—金融"良 性循环，重点是要围绕"四化"加强科技支行建设，即产品"特色化"、制度"差异化"、管理"体系化"和服 务"多元化"。 范乐宇指出，新质生产力发展对科技金融提出新的要求——除了引资，更要"引智"，赋能科技创新，加 速创新成果转化及创新效率提升。在此背景下，需要加快构建与新质生产力发展相适配的科技金融服务 新范式，其中，科技金融服务的体系化建设是重中之重。 一是做好存量政策的迭代升级和增量政策 ...