Group 1 - The Shanghai Future Industry Competition showcases innovative projects such as integrated controllers for flexible robotic operations, intelligent analysis systems for ultrasound imaging, and core components for space-based laser communication systems, emphasizing a tangible vision for future intelligence [1] - The competition serves as a platform for global collaboration, enabling companies and research institutions to connect and promote the cross-border flow of technology, capital, and talent, thereby accelerating global industrial layout [2] - The projects presented in the competition reflect a shortened "science to production" cycle, with AI becoming a standard across various industries, highlighting the resilience of entrepreneurial teams and the importance of high-level combinations for future competitiveness [3] Group 2 - Talent and application scenarios are identified as key factors for the development of future intelligent industries in Shanghai, supported by numerous 985 universities and a rich industrial base that fosters new forms of embodied intelligence [4] - The diverse application scenarios across sectors such as automotive, electronics, and biopharmaceuticals provide a testing ground for the implementation of intelligent technologies, with examples like the promotion of ultrasound AI in grassroots healthcare leveraging Shanghai's experience in resource integration [4] - The competition adopts an "open competition" approach to attract international teams, facilitating the absorption of top technologies and creating bridges for domestic companies to expand globally, indicating a nurturing environment for the future intelligent industry [5]

Core Insights - The hotel service industry is undergoing a transformation with the integration of robots, particularly in food delivery, reflecting a shift in consumer habits driven by the younger generation [1][4][5] Market Overview - The global hotel service robot market has grown from RMB 700 million in 2019 to RMB 1.5 billion in 2023, with a compound annual growth rate (CAGR) of 20.0%. It is projected to reach RMB 4.8 billion by 2028, with a CAGR of 25.6% from 2023 to 2028 [2] Company Focus - CloudMinds Technology, a leading provider of delivery robots in China, has submitted an application for an IPO, indicating the significant market potential for delivery robots [4] Consumer Trends - 83% of users opting for smart service hotels are aged 25-34, and they are willing to pay an additional 18% for a tech-enhanced experience, highlighting the demand for technology in hospitality [5] Privacy and Space - Young consumers are increasingly valuing personal space and privacy, preferring robot delivery to minimize social interaction and maintain comfort during their stay [8][6] Industry Challenges - Despite the enthusiasm for hotel robots, the industry faces challenges, including significant losses reported by leading companies like CloudMinds Technology, which has incurred losses of RMB 800 million over three years [9] - The lack of differentiated technology in the underlying algorithms poses a challenge for competitive advantage in the hotel robot sector [9] Experience Optimization - There are practical issues with robot delivery, such as navigating complex environments, which can lead to delays and decreased service efficiency [10] - Improving the functionality and adaptability of robots is essential to enhance consumer satisfaction and avoid being perceived as mere gimmicks [12] Future Trends - The future of hotel robots is expected to evolve beyond simple delivery tasks to more integrated roles within hotel operations, focusing on personalized service and data-driven interactions [13][15] - The latest generation of robots aims to be multifunctional and cost-effective, supporting various hotel needs while collaborating with digital systems for efficient service delivery [17]

当珠三角制造业重镇遇上智能时代浪潮，一场传统与创新的"化学反应"正在江门市江海区上演。这个以 家电、摩托车零部件等产业闻名的制造基地，如今正将智能机器人产业作为激活区域经济转型升级的重 要战略支点。 今年以来，蓝点触控、同川科技等企业拉满生产"进度条"，占地175亩的江门市安全应急（政法）智能 机器人产业园则勾勒出"百县千镇万村高质量发展工程"（以下简称"百千万工程"）的区域实践新图景。 作为广东省唯一实现20个战略性产业集群全覆盖的城市核心区，江海区扬起"智造江海"风帆，精准卡位 智能机器人产业发展机遇，向外界生动展示出在人工智能技术竞争中突出重围、勇闯"产业高地"的奋进 姿态。 政策引领： 激发产业创新"新动能" 近年来，广东智能机器人产业以领跑者姿态迅猛崛起，依托产业链条完整、制造根基深厚、应用场景多 元、研发实力强劲、市场前景广阔等核心优势，稳居国内产业第一梯队。《广东省建设现代化产业体系 2025年行动计划》为产业发展锚定航向，今年3月出台的《广东省推动人工智能与机器人产业创新发展 若干政策措施》，更为产业注入澎湃动能，推动发展势能持续跃升。 其次是产业配套完备，江海区汇聚超5000家工业企业，超1 ...

Core Points - The "Private Economy Promotion Law" officially implemented on May 20 marks a significant legal recognition of the private economy in China, emphasizing the importance of promoting its sustainable and high-quality development as a long-term national policy [1][3] - The law aims to create a fair and efficient development environment for private enterprises through legal means, addressing regulatory barriers and promoting supportive policies [3][4] Group 1: Legal Framework and Implementation - The law is the first to explicitly define the legal status of the private economy and incorporates the principle of "two unwavering commitments" [1] - It establishes a framework for government and enterprise communication, mandating local governments to create effective channels for feedback from various economic organizations, including private enterprises [4][5] Group 2: Regional Focus on Guangdong - Guangdong province, a pioneer in private economic development, has a total of 18.38 million registered private economic entities, accounting for 96.48% of all operating entities by the end of 2024 [3] - The implementation of the law is expected to further support the growth and scaling of private enterprises in Guangdong, fostering a robust economic environment [3] Group 3: Communication Mechanisms - Guangdong has established a long-term communication mechanism between government and enterprises, highlighted by regular forums such as the "Cantonese Business and Governor Face-to-Face Consultation Meeting" [5][6] - This mechanism allows for direct dialogue between provincial leaders and entrepreneurs, facilitating the rapid identification and resolution of operational challenges faced by private enterprises [8][9] Group 4: Policy Support and Talent Development - The law includes provisions for simplifying access to preferential policies for private enterprises and encourages entrepreneurship through public services [10][11] - Guangdong has launched initiatives to attract talent, including the "Million Talents Gather in South Guangdong" campaign, aiming to recruit 1 million college graduates for employment and entrepreneurship in the province [14] Group 5: International Expansion and Trade - The law also addresses the need for private enterprises to engage in international exchanges and protect their overseas rights, reflecting the growing trend of enterprises expanding abroad [15][17] - Guangdong's foreign trade reached over 9 trillion yuan in 2024, with private enterprises playing a crucial role in this growth, supported by government initiatives to facilitate international market access [15][16]

近日，广东省政府办公厅印发实施的《广东省进一步激发市场主体活力加快建设现代化产业体系的若干 措施》（以下简称《若干措施》），为广州企业注入强劲动能。从集成电路到人工智能，从新能源汽车 到低空经济，政策红利正转化为企业研发创新的"催化剂"，推动广州产业迈向高质量发展新阶段。 记者关注到，《若干措施》突出对企业发展的全生命周期支持。近年来广州也积极以政策创新为突破 口，通过定向赋能"资金""土地""人才"等要素，加速构建现代化产业体系。广州取得的一系列成绩数 字，则是广州系列举措成效的最佳注解：截至2024年12月底，广州全市实有各类经营主体367.07万户， 同比增长7.97%；广州全市新登记经营主体60.3万户，增长11.6%，增速领跑全国重点城市。 政策靶向发力，破解研发"高投入"痛点 资金是企业运行的"血液"。在资金"输血"方面，《若干措施》中省级产业投资基金超万亿元规模，聚焦 先进制造业、高新技术企业，年度贴息贷款总额达2000亿元等一系列举措的出台，都将助力企业突破融 资瓶颈。 作为扎根广州黄埔区的智能机器人企业，广东凌度智能科技发展有限公司（简称"凌度智能"）的快速发 展，可以说是新政策赋能现代化产 ...

Group 1: Market Dynamics - Guangzhou's total operating entities reached 3.6707 million by the end of 2024, marking a year-on-year growth of 7.97% [1][3] - The city registered 603,000 new operating entities, reflecting an 11.6% increase, leading the growth among major cities in China [1][3] Group 2: Policy Initiatives - The Guangdong provincial government introduced comprehensive measures to enhance market vitality, including 12 policy areas aimed at supporting enterprises throughout their lifecycle [2][3] - The new policies focus on key sectors such as integrated circuits, artificial intelligence, new energy vehicles, and low-altitude economy, acting as catalysts for innovation and high-quality industrial development [2][3] Group 3: Financial Support - The provincial industrial investment fund exceeds 1 trillion yuan, with annual interest subsidies for loans reaching 200 billion yuan, aimed at alleviating financing challenges for enterprises [4] - Guangzhou Rural Commercial Bank reported a loan balance of 57 billion yuan under the "12218" modern industrial system, showing a growth of nearly 10% [4][5] Group 4: Land and Resource Allocation - The new measures delineate a control line for 6 million acres of industrial land, reserving 20,000 acres for new construction, and promoting immediate commencement of projects upon land acquisition [7] - Guangzhou's planning department has initiated actions to support the "manufacturing city" strategy, establishing a three-tier industrial spatial layout to ensure adequate industrial space for enterprises [7] Group 5: Talent Acquisition - The "Million Talents Gathering in South Guangdong" initiative offers integrated support for attracting high-level talent, including family settlement policies [9][10] - The new talent policies have significantly improved recruitment efficiency for companies, facilitating collaboration between universities and enterprises [10][11]

债券代码：123142 债券简称：申昊转债 证券代码：300853 证券简称：申昊科技 杭州申昊科技股份有限公司 投资者关系活动记录表 编号：2025-003 | |  特定对象调研 分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访  业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | |  现场参观 | | | 其他 | | | 13:00-14:30 高熵资产、浙商证券、东方财富证券、长江证 | | 参与单位名称及 | 券、国泰海通证券 | | 人员姓名 | 15:00-16:00 线上参加公司 2024 年度暨 2025 年第一季度网 | | | 上业绩说明会的全体投资者 | | 时间 | 2025 年 5 月 16 日 | | 地点 | 13:00-14:30 现场调研/线上交流 | | | 15:00-16:00 价值在线（https://www.ir-online.cn/）网络 | | | 互动 | | 上市公司接待人 | 13:00-14:30 董事会秘书 朱鸯鸯 | | 员姓名 | 15:00-16:00 总经理 曹光客、独立董事 胡国柳、保 ...

编者按：第十五届全国运动会将于2025年11月在粤港澳三地举行。这是一场体育盛会，更是推动全民健 身、促进体育事业高质量发展的重要契机。南方财经全媒体集团与十五运会和残特奥会广州赛区执委会 在十五运会开幕倒计时一周年之际，推出"十五运365天365人"专栏，聚焦运动员、企业家、专家学者、 体育爱好者及社会公众的全运故事与全运期待，让更多人了解和关注十五运，生动呈现我国体育精神、 城市活力和文化魅力。 "广州这次举办十五运会，也是继1987年六运会、2001年九运会之后，第三次举办全运会赛事，本届全 运会更是历史上首次在粤港澳三地联合举办，意义非凡，我非常期待。"李睿表示，希望赛事能为赛特 智能提供新的应用场景，推动人工智能、物联网等产业在大湾区落地生根，也期待赛事能带动体育与各 领域深度融合，创造跨产业合作的机会。同时，希望广州能借助"城市合伙人"生态，吸引更多企业与人 才共建"未来之城"，让体育盛会成为城市高质量发展的新起点。 （文章来源：21世纪经济报道） 广州赛特智能科技有限公司董事长李睿认为，"城市合伙人"计划能让城市和企业释放多重效能。对城市 而言，该计划通过整合政府与市场的资源，将赛事机遇转化为城 ...

Group 1: Industrial Development - The Ministry of Industry and Information Technology emphasizes the need for high-quality development in the industrial mother machine industry, avoiding "involution" competition and homogenization [1] - A focus on key core technologies and common technologies is highlighted, with an emphasis on independent innovation and strengthening the mid-test verification platform [1] - The establishment of closer cooperation between industry, academia, and research is encouraged to enhance the integration of large, medium, and small enterprises [1] Group 2: Strategic Cooperation - The National Industrial Mother Machine Industry Investment Fund signed strategic cooperation agreements with the industrial and information departments of Beijing and Tianjin to promote the clustering and upgrading of the industrial mother machine industry [2] - The establishment of a "Embodied Intelligent Collaborative Development Plan Community" aims to empower various industries with embodied intelligent technology [2] Group 3: Technological Advancements - A research team from Xi'an University of Technology has developed an AI-based simulation generation method that significantly reduces the time required for military planning from 48 hours to 48 seconds [3] - The new intelligent simulation system integrates three major technologies to enhance tactical planning and real-time decision-making capabilities [3] Group 4: Local Initiatives - Qingdao has released a special action plan for the embodied intelligent robot industry by 2025, establishing a strategic consulting committee and development alliance [4] - The city government is providing policy and financial support for technology development, platform construction, and talent cultivation in the robotics sector [4] Group 5: Capital Market Reforms - The China Securities Regulatory Commission (CSRC) is implementing a new round of capital market reforms to enhance the inclusiveness and adaptability of the system, particularly for the Science and Technology Innovation Board and the Growth Enterprise Market [5] - Measures are being taken to increase the scale and proportion of medium- and long-term funds entering the market, aiming to boost investor confidence [5] Group 6: Regulatory Updates - The CSRC has revised the "Securities Dispute Mediation Rules" to enhance the credibility of mediation in the securities industry and ensure orderly dispute resolution [6] - Strict regulations are being enforced regarding the use of raised funds, including prohibiting changes in fund usage without proper disclosure [8] Group 7: Urban Development - The central government is increasing support for urban renewal actions through budget investments and special bonds, encouraging local governments to enhance financial input [9] - Financial institutions are urged to participate in urban renewal projects while ensuring compliance and risk control [9]

每经记者｜杨欢 每经编辑｜杨欢 图片来源：湖北日报 汉襄宜"金三角"不是一个新概念，其雏形来自于2003年，湖北"一主两副"区域发展战略——武汉作为全省的龙头与中心城市，襄阳（当时称襄樊）、宜昌 为省域副中心城市。彼时，武汉GDP为1662亿元，襄阳、宜昌分别为503亿元、491亿元，三者之和占当年全省经济总量（4757亿元）的55.8%。 时至今日（2024年），武汉市经济总量达到2.11万亿元，位居中部省会城市首位；宜昌市、襄阳市经济总量也双双突破6000亿元大关，分别位居中部非省 会城市第1位、第2位。同期，湖北跨过6万亿元经济台阶，当前的新目标是，力争到2027年，全省经济总量突破7万亿元，到2030年，经济总量达到9万亿 元左右。 此时，这个"金三角"再次成为湖北经济增长的关键一极。以汉襄宜为顶点、江汉平原为腹地，合围而成的三角区，被认为是湖北省乃至全国经济地理版图 中的黄金地带。今年，湖北省政府工作报告提到"打造汉襄宜协同创新'金三角'"，此后发布的《关于实施区域联动战略整体提升支点区域协同力的行动方 案》提出，将汉襄宜"金三角"作为推动区域协调发展的主战场。 5月15日上午，随着55103次检测 ...