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大湾区供应链促进报告发布
Shen Zhen Shang Bao· 2025-09-15 23:19
Group 1 - The third Guangdong-Hong Kong-Macao Greater Bay Area Development Business Conference was held in Guangzhou, where the Supply Chain Promotion Report was released, highlighting the development status of the supply chain promotion system in the region [1] - The report emphasizes that the "hard connectivity" of infrastructure supports smooth supply chain operations, while "soft connectivity" through rules and standards promotes collaborative development [1] - Digital and low-carbon technologies are driving the quality improvement and innovation of supply chains, with financial services ensuring the safe and efficient operation of supply chains [1] Group 2 - Digital technology is identified as a key driver for supply chain innovation and quality enhancement, with the Greater Bay Area forming a comprehensive AI industry chain from chip research and development to end applications [1] - The region has developed autonomous chip technology that provides core computing power for supply chain intelligence, while diverse AI solutions support intelligent decision-making in manufacturing supply chains [1] - The Greater Bay Area is focusing on becoming a leader in XR virtual technology, with six companies from Shenzhen listed in the "2024 VR 50 Strong Enterprises" [1] Group 3 - The report utilizes a global supply chain promotion analysis model to create supply chain maps for emerging industries such as smart automobiles and innovative pharmaceuticals [2] - The Greater Bay Area has established a complete industrial cluster for smart automobiles, covering batteries, components, vehicles, and services, showcasing significant regional advantages [2] - Companies like SUTENG Juchuang lead in laser radar shipments globally, and autonomous driving company Xiaoma Zhixing has become the highest-valued unicorn in the Bay Area, indicating the rapid formation of the smart automobile ecosystem [2]
北京“十四五”的数字内涵
Bei Jing Qing Nian Bao· 2025-09-15 18:54
Group 1 - The core viewpoint of the article emphasizes Beijing's achievements during the "14th Five-Year Plan" period, highlighting the optimization of capital functions, significant events, and advancements in regional collaboration [1][2][3] - Beijing's GDP is projected to reach 5 trillion yuan by the end of the "14th Five-Year Plan," reflecting both the need for development and the feasibility of achieving this target [7] - The city has established three trillion-level industrial clusters, particularly in new-generation information technology, healthcare, and technology services, which are driving new economic momentum [5] Group 2 - The "Two Wings" concept, referring to the Xiong'an New Area and the Beijing Sub-Center, is crucial for the collaborative development of the modern capital metropolitan area, enhancing commuting, functional, and industrial integration [3][4] - The "12345" citizen hotline has evolved into a vital tool for modern urban governance, ensuring timely responses to public concerns and enhancing citizen satisfaction [2][8] - The "Double Benchmark and Double Engine" strategy has been initiated to promote digital and green economic development, creating a multiplier effect for the capital's growth [6] Group 3 - The "Seven New" initiatives outlined in the action plan for high-quality development focus on enhancing collaboration, new economic drivers, platform economy, new infrastructure, new opportunities, new scenarios, and renewable energy [9][10] - Beijing's R&D investment intensity remains above 6%, showcasing the city's commitment to innovation and technological advancement [7] - The city has achieved a preschool enrollment rate exceeding 90%, reflecting significant progress in early childhood education [13]
更具韧性的粤港澳大湾区供应链如何打造?这场大会给出答案
Nan Fang Du Shi Bao· 2025-09-15 15:12
Core Insights - The third Guangdong-Hong Kong-Macao Greater Bay Area Development Business Conference opened in Guangzhou on September 15, marking the first time the event has been held in Guangdong, with over 1,200 representatives from 30 countries and regions attending, making it the largest conference to date [1][3] Economic Development - The Greater Bay Area's economic output is projected to exceed $2 trillion by 2024, contributing to 1/9 of China's total economic output while occupying less than 0.6% of the country's land area and 6% of its population [4] - Guangdong continues to attract significant foreign investment in sectors such as electronic information, green petrochemicals, and specialized equipment, maintaining its status as a "safe harbor" for foreign capital [4] - The province's total import and export volume is expected to surpass 9 trillion yuan in 2024, marking 39 consecutive years at the forefront of China's trade [4] Business Opportunities - The conference theme "Empowering the Greater Bay Area, Exploring New Opportunities Together" aligns with the current developmental needs of the region [4] - The Greater Bay Area is seen as a competitive advantage for foreign investment due to its resilience, stability, and agility in operations, as highlighted by the U.S.-China Business Council [6] Collaboration and Innovation - The Greater Bay Area can leverage the advanced rules and standards of Hong Kong and Macau to create a larger market by breaking down internal barriers [5] - The region's strong foundational research and application technology capabilities, particularly in cities like Guangzhou, Shenzhen, and Dongguan, position it well for industrial and supply chain development [5] Support for SMEs - The vibrant small and micro-enterprise sector is crucial for economic growth, with digital payment solutions playing a significant role in their development [8] - Visa's initiatives in Guangdong have trained nearly 30,000 small and micro-enterprises to enhance their financial capabilities and facilitate their international expansion [8] Supply Chain Development - The conference unveiled the "Guangdong-Hong Kong-Macao Greater Bay Area Supply Chain Promotion Report," which outlines the opportunities presented by the supply chain promotion system [9][10] - The report emphasizes the need for enhanced collaboration among industries and suggests four key recommendations, including accelerating smart infrastructure development and creating a more vibrant innovation environment [10] Legal Framework - The "Temporary Arbitration Guidelines for the China (Guangdong) Pilot Free Trade Zone" were also released, providing legal frameworks for resolving disputes through temporary arbitration [10]
均胜电子:新获头部车企约150亿元智能化项目全球订单
Zhong Zheng Wang· 2025-09-15 14:13
Group 1 - The core viewpoint of the articles highlights that Junsheng Electronics has secured two major automotive clients for its intelligent driving projects, with a total order value of approximately RMB 15 billion expected to start mass production in 2027 [1] - The company has established itself in the automotive intelligence sector, focusing on integrated smart driving, connected vehicles, and smart cockpit functionalities, which has been recognized by leading clients [1] - Junsheng Electronics is actively developing next-generation products, including a high-performance vehicle computer and 5G smart connected products, to maintain its technological leadership in the automotive intelligence field [1] Group 2 - Junsheng Electronics leverages its "Local for Local" strategy to adapt to the needs of both Chinese and international automotive markets, providing advanced technology and products to global clients [2] - The company has launched the nDriveH intelligent auxiliary driving domain controller, which is based on Qualcomm's Snapdragon Ride second-generation chip platform, showcasing its commitment to localizing intelligent driving solutions [2] - Junsheng Electronics is collaborating with various domestic chip manufacturers and has made strategic investments in smart auxiliary driving chip companies to enhance its product offerings [3] Group 3 - The rise of the "intelligent driving equality" concept presents new opportunities for domestic chip development, prompting Junsheng Electronics to engage in partnerships with companies like Momenta, Qualcomm, and Huawei for product innovation [3] - Recent government initiatives to promote intelligent connected vehicles and conditional approvals for L3 level vehicles are expected to accelerate the industrial application and market demand for smart driving technologies [3] - The company is exploring the application of optical modules in automotive scenarios to meet future demands for high-speed data transmission and bandwidth in advanced driving and connectivity environments [3]
均胜电子新获头部车企150亿元智能化项目定点
Zheng Quan Ri Bao· 2025-09-15 14:08
Group 1 - The company has recently secured projects from two leading automotive manufacturers for smart vehicle technology, with an estimated total order value of approximately 15 billion yuan, set to begin mass production in 2027 [4] - The recognition from top clients signifies the company's development capabilities and product quality in the smart platform sector, which is expected to enhance its market position amid the rising trend of automotive intelligence [1][2] - The company is actively engaged in the development of various smart driving and connected vehicle products, including a high-performance vehicle computer and 5G smart networking products [1][2] Group 2 - The increasing penetration of smart driving technology is anticipated to provide the company with more market opportunities, especially with recent government initiatives to promote smart connected vehicles [2] - The company is exploring the application of optical modules in vehicles to meet future data transmission and bandwidth requirements for advanced smart driving and high-speed connectivity [2]
全球工商界对话大湾区:不确定性下的投资“安全港”
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-15 14:05
大湾区成外资首选地 根据《报告》,目前大湾区产业体系完备、聚链成势。从微观层面看,大湾区供应链促进体系激发链上 企业创新活力,为企业带来基础研究实力跃升、成果加速转化以及技术与产品迭代升级等机遇。 南方财经记者谭海燕 广州报道9月15日,第三届粤港澳大湾区发展工商大会在广州举行。在这场粤港澳 三地携手举办的大会上,工商界人士围绕国际供应链协同创新与全球贸易风险应对这个主题展开了讨 论。 外部环境越是严峻复杂,粤港澳大湾区越能发挥其独特的重要性。正如美中贸易全国委员会高级副总裁 范诺亚所说,过去几周他在大湾区深刻感受到,这里不仅是全球连通中国市场的关键枢纽,还是集结跨 境力量,提升企业灵活度和经济稳定性,推动本地区与全球增长的重要平台。"我们坚信像今天大会这 样建设性的对话平台,将加强彼此的联系,增进信任,并为未来的共赢合作指明方向。" 大会期间还重磅发布了《粤港澳大湾区供应链促进报告》(简称《报告》)。这份报告首次绘制了大湾 区智能汽车、创新药两大新兴产业的供应链图谱,展现了大湾区正通过供应链的深度整合,加速打造具 有全球竞争力的产业高地。 值得注意的是,今年以来,从软硬联通到协同融合再到高效联动,粤港澳大湾 ...
绘制大湾区发展新图谱《粤港澳大湾区供应链促进报告》发布
Nan Fang Du Shi Bao· 2025-09-15 09:45
Core Viewpoint - The third Guangdong-Hong Kong-Macao Greater Bay Area Development Business Conference was held in Guangzhou, focusing on international supply chain collaboration and global trade risk management, with approximately 1,200 participants from various sectors [1] Group 1: Conference Highlights - The conference emphasized cross-border financial cooperation, commercial legal collaboration, and the integration of artificial intelligence and biomedicine industries [1] - Guangdong has attracted over 260,000 enterprises from Hong Kong and Macau, with the import and export scale to Hong Kong and Macau exceeding 1 trillion RMB in 2024 [1] - The region produces 70% of the world's consumer drones, 40% of smartphones, 25% of new energy vehicles, and 20% of integrated circuits, indicating significant industrial collaboration [1] Group 2: Supply Chain Report - The first "Guangdong-Hong Kong-Macao Greater Bay Area Supply Chain Promotion Report" was released, detailing the supply chain promotion situation in the region [1] - The report includes a supply chain map for smart vehicles and innovative pharmaceuticals, highlighting new opportunities for industrial cooperation and enterprise innovation [1] - It proposes 39 forward-looking and scientific policy recommendations across four areas: high-quality infrastructure, collaborative supply chain policies, vibrant innovation environments, and inclusive financial services [1]
《粤港澳大湾区供应链促进报告》发布
Zheng Quan Shi Bao Wang· 2025-09-15 05:52
人民财讯9月15日电,今天(15日)上午,以"赋能大湾区 共拓新机遇"为主题的第三届粤港澳大湾区发 展工商大会在广州举行。来自粤港澳三地和国外商协会,以及业内专家和企业代表等约1200人参加会 议,共商粤港澳大湾区的发展。本次大会聚焦国际供应链协同创新与全球贸易风险应对。着眼粤港澳大 湾区跨境金融合作、商事法律合作促进、人工智能和生物医药大健康产业对接等国际工商界关注的问题 进行深入交流。 在第三届粤港澳大湾区发展工商大会上,还首次发布了《粤港澳大湾区供应链促进报告》。报告共有四 个章节,立足工商界视角,系统梳理近年来大湾区供应链促进情况。首次绘制了大湾区智能汽车、创新 药供应链图谱,揭示了供应链促进体系为湾区产业合作、企业创新带来的新机遇。 (原标题:绘制大湾区发展新图谱 《粤港澳大湾区供应链促进报告》发布) 转自:证券时报 ...
港股异动 | 蔚来-SW(09866)涨近6% 本周六NIO Day 2025蔚来日将正式举办 届时全新ES8将正式上市
智通财经网· 2025-09-15 03:25
智能科技方面,全新ES8搭载中央计算平台、SkyOS·天枢全域操作系统与NOMI Mate 3.0,深度融合高 阶智驾与全场景情感交互。全新ES8搭载蔚来最新一代全域900V高压架构,标配102kWh电池,兼顾强 劲性能与高效能耗,零百加速仅需3.97秒,CLTC综合续航里程可达635公里。 消息面上,据蔚来官微消息,9月20日,NIO Day 2025蔚来日将正式举办,届时,全新ES8将正式上 市。目前全新ES8已经开启全国发运。据悉,蔚来全新ES8定位全场景科技旗舰SUV,以"Design for Success"为设计初衷,面向兼顾事业、家庭与自我追求的创新引领者,在设计、空间、智能与性能等方 面全面进化,将引领高端大三排SUV进入纯电时代。 智通财经APP获悉,蔚来-SW(09866)涨近6%,截至发稿,涨5.78%,报50.9港元,成交额2.11亿港元。 ...
港股科技ETF(513020)涨超1%,历史走势长期跑赢恒生科技、港股通互联网
Mei Ri Jing Ji Xin Wen· 2025-09-15 02:48
相关机构表示,美联储降息背景下,海外流动性趋松,对利率敏感的港股科技构成利好。另外在降息周 期中,伴随美元指数中枢趋势性下修,AH溢价指数或有下降空间,港股性价比优势有望进一步凸显。 基本面方面,在"AI+"产业链爆发的背景下,港股正从"红利牛"迈向"AI牛"。叠加创新药出海BD持续落 地、互联网和新能源行业"反内卷"等等,港股科技或持续有机会。 今日,港股延续反弹,港股科技ETF(513020)涨超1%,资金积极布局,连续10个交易日净流入额超 2.2亿元。 港股科技ETF(513020)跟踪中证港股通科技指数,涵盖互联网、芯片、智能汽车、医药等科技龙头 股,集齐中国版M7包括阿里巴巴、小米、腾讯、美团、联想、比亚迪、中芯国际等热门股,为布局港 股反弹之势的优质标的。 业绩表现方面,根据Wind数据,港股通科技指数长期跑赢恒生科技指数、港股通互联网指数。自2018 年至今,港股通科技指数累计涨幅达60.63%,同期港股通互联网为0.56%、恒生科技为6.11%。 另外,近一年涨幅上来看,港股通科技指数走势弹性也更大,近一年涨幅超93.07%,高于港股通互联 网的86.31%和恒生科技指数的70.65%。 对 ...