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国常会审议通过重磅文件,释放关键信号
据新华社消息,国务院总理李强7月31日主持召开国务院常务会议,会议审议通过《关于深入实施"人工智能+"行动的意见》。 北京大学光华管理学院教授翁翕对21世纪经济报道记者表示,当前中国经济正处于新旧动能转换的关键阶段,实施"人工智能+"行动是培育新动能、更新 旧动能的关键举措。 翁翕指出,在培育新动能方面,人工智能技术以"AI for Science"(AI4S)为全新科研利器,加速基础研究突破,进而推动生物制药、智能制造、智能驾驶等 新兴产业快速崛起,成为经济增长的"新引擎"。在更新旧动能方面,人工智能技术与传统产业深度融合,通过提升生产效率、优化运营流程、降低能耗成 本等方式,赋能钢铁、纺织、装备制造等传统行业向高端化、智能化、绿色化转型,让旧动能释放"新潜力"。 孙克同样指出,实施"人工智能+"行动,将加快推动人工智能和实体经济深度融合,释放技术潜能,突破科学发现、技术进步和生产组织的瓶颈与边界, 形成培育与推动新质生产力的新动能,真正让人工智能形成现实生产力,让我国的产业体系完备优势、超大规模市场优势、海量数据(603138)资源优 势、丰富应用场景优势向国家智能优势转化。同时,在推动各领域智能化升级过 ...
深入实施“人工智能+”行动,国常会审议通过重磅文件
Core Viewpoint - The Chinese government is advancing the "Artificial Intelligence +" initiative to promote large-scale commercialization of AI applications, leveraging the country's comprehensive industrial system, large market scale, and rich application scenarios to foster innovation and application synergy [1][3]. Group 1: Government Initiatives - The State Council, led by Premier Li Qiang, has approved the "Artificial Intelligence +" action plan, emphasizing the need for AI to integrate deeply into various sectors of economic and social development [1]. - The government aims to enhance the AI innovation ecosystem by improving computing power, algorithms, and data supply, while also increasing policy support and talent development [1][4]. Group 2: Industry Development - China has established a complete AI technology industry system covering foundational, framework, model, and application layers, with continuous improvements in AI infrastructure and rapid algorithm innovation [2]. - AI applications are increasingly penetrating high-digitization industries such as finance, healthcare, and transportation, indicating a shift towards deeper integration of AI in the real economy [2]. Group 3: Economic Impact - The "Artificial Intelligence +" initiative is seen as a crucial measure for fostering new economic drivers and updating traditional ones, particularly in sectors like biopharmaceuticals, intelligent manufacturing, and smart driving [3]. - The initiative is expected to enhance productivity and operational efficiency in traditional industries, facilitating their transition towards high-end, intelligent, and green practices [3][4].
说好的“双赢伙伴”呢?关税僵局后,特朗普痛斥印度是“死亡经济体”
Hua Er Jie Jian Wen· 2025-07-31 13:46
Group 1 - Trump criticized India as a "stagnant economy" and announced a 25% tariff on Indian goods starting August 1, which he claims is due to India's high tariffs and lack of business with the U.S. [1] - The Indian government responded by stating that any trade agreement with the U.S. must be "mutually beneficial" and protect local farmers and small businesses [1][2] - The implementation of the 25% tariff could directly impact India's $10 billion export trade to the U.S., affecting key sectors such as textiles, pharmaceuticals, and IT services [2] Group 2 - The recent strong statements from Trump contrast sharply with the previously cooperative atmosphere, as seen in April when U.S. Vice President JD Vance referred to U.S.-India relations as a "win-win partnership" [2] - Analysts warn that the current situation may lead to a more cautious approach from India in its dealings with the U.S., although they do not foresee a complete breakdown in relations [2] - The tariffs are expected to weaken India's relative tariff advantage in labor-intensive exports, but the overall disadvantage may not be overly severe [2]
恒力集团副董事长范红卫获评“优秀中国特色社会主义事业建设者”
Jing Ji Wang· 2025-07-31 09:46
"全国非公有制经济人士优秀中国特色社会主义事业建设者"由中央统战部、工业和信息化部、人力资源社会保障部、市场监管总局和全国工商联共同评选, 是党和国家赋予非公有制经济人士的崇高荣誉。截至目前,已开展六届,全国仅有近600人获此殊荣。(顾金菊) 回顾恒力的发展历程,自成立之初便锚定实体经济主航道,深耕主业、做精实体。历经31年的沉淀,如今的恒力集团已成长为横跨炼油、石化、聚酯新材 料、纺织、造船、海工全产业链发展的国际型企业,在全球产业版图中刻下了鲜明的"中国民企"印记。 恒力集团始终坚持自主创新,补齐全产业链关键核心技术短板,在国家和区域支柱产业及战略性新兴产业中发挥了重要的生力军作用。截至目前,恒力集团 国内外专利授权总数已突破2000件,荣获国家高新技术企业、国家知识产权示范企业、国家科技进步奖、中国专利奖银奖、行业科技创新奖、省长质量奖等 重大荣誉。 在新时代的征程中,恒力集团还将继续以实业为基、以创新为翼,在风起云涌中锚定航向,为新质生产力发展注入澎湃动力,为民族工业崛起扛鼎担当。 7月29日,在第六届全国非公有制经济人士优秀中国特色社会主义事业建设者表彰大会上,恒力集团副董事长范红卫等100名非公有 ...
经济大省新亮点|聚焦19条标志性产业链 山东塑造工业发展新动能
Xin Hua She· 2025-07-31 02:41
Group 1 - Shandong Province is implementing a "chain leader system" focusing on 19 key industrial chains to promote the integration of industrial, supply, and innovation chains, resulting in significant growth in sectors such as automotive (16.2%), rail and shipbuilding (21.1%), and electronics (21.9%) in the first half of the year [1][3] - The number of enterprises involved in these key industrial chains exceeds 36,000, accounting for over 90% of the province's total [3] - Shandong has introduced over 20 supportive policies across various industries, including artificial intelligence and modern medicine, to enhance the development of these industrial chains [3][6] Group 2 - The textile industry chain, led by Lutai Textile Co., is innovating with self-cleaning fabrics and cross-border knitting, establishing a comprehensive innovation chain from fiber to finished garments [6][7] - Shandong has initiated 1,762 provincial-level technology innovation projects, resulting in the creation of 7,074 new technologies, products, and processes, fostering a collaborative innovation environment among enterprises [7] - The local shipbuilding industry has seen a 50 percentage point increase in local supply rates for engine crankshafts, with overall local supply rates reaching 89% [6][7] Group 3 - The lithium battery industry cluster in Zaozhuang has achieved significant production capacities, including 160,000 tons of positive materials and 32 GWh of battery cells [12] - Qingdao's instrument and meter industry has developed a robust ecosystem with over 250 large-scale enterprises and 1,000 technology-based companies, supported by leading "chain master" enterprises [12][13] - Shandong has established six national advanced manufacturing clusters and 23 characteristic industrial clusters for small and medium-sized enterprises, ranking among the top in the country [13]
这就是纺织力量!9位行业领袖荣膺“优秀中国特色社会主义事业建设者”
Xin Hua She· 2025-07-31 01:21
Core Points - The article highlights the recognition of 100 individuals from the non-public economic sector as "Outstanding Builders of Socialism with Chinese Characteristics" to encourage and motivate private economic actors [1][2][3] - Among the honorees, 9 individuals are from the textile industry, showcasing the sector's contribution to the economy [2] - The recognition aims to inspire private economic individuals to uphold their ideals, maintain development focus, and contribute to national strategies [3] Summary by Categories Recognition and Awards - A total of 100 individuals have been awarded the title of "Outstanding Builders of Socialism with Chinese Characteristics" by various government departments [1][2] - The textile industry has 9 representatives among the honorees, indicating its significance in the non-public economic sector [2] Economic Contributions - Since the 18th National Congress, the non-public economy in China has achieved sustained, healthy, and high-quality development, contributing to growth stability, innovation promotion, employment increase, and improved living standards [2] - The article emphasizes the role of private economic individuals in implementing major policies and strategies set by the government [2][3] Future Outlook - The article expresses optimism about the future of the non-public economy, encouraging private economic individuals to learn from the honorees and actively participate in national development [3]
经济热力站|数字+非遗+潮玩,探访新消费浪潮下的北京样本
Xin Jing Bao· 2025-07-31 00:55
Core Insights - The event "京彩不设限·经济热力站" focused on new consumption enterprises and aimed to explore innovative practices in the context of Beijing's push for an international consumption center [1][7] - The event highlighted the importance of cultural empowerment, digital transformation, and the cultivation of new business formats to stimulate market vitality and consumer confidence [1][7] Group 1: Company Innovations - 京东七鲜小厨 utilizes a transparent kitchen model to enhance customer experience and relies on 京东's supply chain for its innovative operational approach [3] - 京东MALL integrates technology with consumer experiences through a "home scene" layout, introducing diverse brands to invigorate offline commerce in Beijing [3] - 北京铜牛集团 combines traditional textile practices with modern technology, showcasing innovations like "AI digital human brocade" and collaborations with global supply chains [5] - 泡泡玛特城市乐园 offers a unique cultural consumption experience, expanding its IP commercialization through theme parks and cross-border collaborations [5][7] Group 2: Economic Development - The event serves to promote the achievements of high-quality economic development in Beijing, with plans for ongoing monthly themes focusing on advanced manufacturing, biomedicine, artificial intelligence, and finance [7] - The exploration of new consumption models reflects the dynamic economic growth and innovation potential within the capital [7]
7月政治局会议定调“十五五”航向
Huafu Securities· 2025-07-30 12:02
Group 1 - The core viewpoint of the report emphasizes a three-dimensional policy system focusing on short-term stability, medium-term structural adjustment, and long-term breakthroughs, particularly in the context of the transition from the "14th Five-Year Plan" to the "15th Five-Year Plan" [2][18] - The report highlights the collaborative approach of fiscal and monetary policies, aiming to create a synergistic effect that enhances economic stability and supports domestic demand [10][18] - The governance of "involution" and optimization of production capacity is underscored, with a focus on regulating disorderly competition and promoting the exit of excess capacity in key industries [11][18] Group 2 - The report suggests monitoring export-oriented industries that may benefit from the reduction of tariffs by the U.S., particularly those with high export ratios such as home appliances and consumer electronics [21] - It identifies high-growth sectors that could thrive under precise policy support and global technological resonance, including domestic computing power and defense industries [21] - The report points to thematic opportunities arising from the "15th Five-Year Plan," indicating potential investment avenues aligned with national strategic goals [21]
商品日报(7月30日):多晶硅临收盘再触涨停 棉花走出“六连跌”
Xin Hua Cai Jing· 2025-07-30 08:51
Group 1: Commodity Market Overview - The domestic commodity futures market saw most contracts rise on July 30, with polysilicon leading the gains, up over 8%, followed by焦炭 (coke) up 4%, and菜粕 (rapeseed meal) up over 3% [1][2] - The China Securities Commodity Futures Price Index closed at 1445.52 points, up 9.09 points or 0.63% from the previous trading day, while the China Securities Commodity Futures Index closed at 2007.52 points, up 12.63 points or 0.63% [1] Group 2: Polysilicon and Related Products - Polysilicon surged nearly 9% at the close, leading the commodity market, with industrial silicon and焦煤 (coking coal) also rising over 2% [2] - Despite recent market rumors being clarified by the photovoltaic association, the optimistic sentiment in the market remains strong, driven by rising polysilicon prices affecting downstream photovoltaic cell industries [2] - However, there are concerns regarding the transmission of price increases to downstream components due to weak terminal demand, leading to cautious outlooks from analysts [2] Group 3: Oil and Gas Sector - The oil and gas sector showed a mild strengthening trend, with international oil prices rising over 3% amid increased pressure on Russia, pushing WTI crude oil closer to $70 per barrel [3] - SC crude oil opened high and closed up 2.7%, while high and low sulfur fuel oils rose by 1.48% and 2.49%, respectively, reaching new highs [3] - The market's concerns about trade tensions have eased, improving demand expectations for oil products, supported by the consumption peak in the Northern Hemisphere [3] Group 4: Cotton and Pulp Market - The cotton market continued its weak performance, with cotton futures experiencing a "six consecutive declines," with main contracts down 1.89% and 1.34% for cotton and cotton yarn, respectively [4][6] - The cotton market is currently in a traditional consumption off-season, but expectations for increased terminal consumption as the "golden September and silver October" approach are noted [4] - Pulp futures have also seen a decline of over 1% as market sentiment wanes, with high supply and inventory levels leading to significant pressure [7]
纺织行业上市公司财务总监PK:ST金比2025年H1预亏 90后财务总监林贵贤深度参与医美转型
Xin Lang Zheng Quan· 2025-07-30 06:49
Core Insights - The total compensation for CFOs in A-share listed companies reached 4.243 billion yuan in 2023, with an average salary of 760,300 yuan [1] - The highest annual salary for a CFO was 2.3533 million yuan, while the lowest was 81,600 yuan, with the industry average exceeding 500,000 yuan [1] - 15 listed companies paid their CFOs over 1 million yuan, with the highest salaries going to Taiping Bird, Baoxing Bird, and Dizuo Fashion at 2.3533 million yuan, 1.5866 million yuan, and 1.5221 million yuan respectively [1] Salary Distribution - The salary data for various companies shows that CFOs from Rural Group, Health Group, and Wenxing Co. earned between 1.0221 million yuan and 1.0808 million yuan [2] - The CFOs with the highest salaries include Taiping Bird at 2.3533 million yuan, followed by Baoxing Bird and Dizuo Fashion [2] Educational Background - The majority of CFOs in the industry hold a bachelor's degree, but among the 15 CFOs earning over 1 million yuan, most have a master's degree [2] - Notably, some CFOs with bachelor's degrees include those from Huali Group, Senma Apparel, and Dizuo Fashion, while the lowest educational qualifications among high earners belong to CFOs from Shengtai Group and Xin'ao Co. with only an associate degree [2] Age Profile - The typical age of CFOs in the industry is over 40, with the youngest being Lin Guixian from ST Jinbi, born in 1991 [3] - Among the high-earning CFOs, the youngest is Huali Group's CFO, born in 1989 [3] Revenue Trends - Among the companies paying over 1 million yuan in CFO salaries, five experienced revenue declines, including Shengtai Group and Dizuo Fashion, with declines ranging from 1.91% to 21.18% [4]