Group 1 - The 2025 National General Artificial Intelligence Innovation Application Competition's Hefei New Station High-tech Zone Special Competition focuses on the "AI + Metaverse" track, held on December 10 at the Shaoquan Lake Science and Technology Innovation Center [1] - The competition is organized by the China Computer Federation and the Anhui Provincial Department of Science and Technology, with support from various local institutions [1] - The event targets innovative teams without established companies and high-growth technology startups with independent intellectual property, focusing on wearable devices, digital twins, digital humans, data labeling, components, and basic software in the metaverse and AI sectors [1] Group 2 - Prizes for the special competition include a maximum of 500,000 yuan for first place, 300,000 yuan for second place, and 200,000 yuan for third place, with additional funding from the Hefei New Station High-tech Zone [1] - The total prize for the finals can reach up to 1 million yuan at the provincial level and 500,000 yuan at the district level [1] - Winning projects that register in Anhui will benefit from local policies promoting high-quality development in the AI industry and support for the metaverse industry [1] Group 3 - A project landing negotiation meeting, scenario release conference, and business environment promotion meeting will be held on the same day as the competition, with over 200 participants from government, academia, enterprises, investment, media, and other sectors [2] - The aim is to explore the innovative value of AI + Metaverse and assist Hefei in becoming a national hub for artificial intelligence and metaverse innovation [2]

税收是经济运行的"晴雨表"。国家税务总局广西壮族自治区税务局税收数据显示，今年1—11月， 全区高技术产业销售收入同比增长14.3%，其中高技术制造业、高技术服务业销售收入同比分别增长 12.6%、15.3%；前三季度，全区高新技术企业合计减免企业所得税17亿元，反映出全区新质生产力在 技术研发和市场转化等方面发展劲头正盛。 人工智能产业发展迅猛 专注人形及服务机器人的柳州优必选智能科技有限公司1—11月销售收入同比激增69.1%，"广西人 工智能应用场景丰富，今年6月我们生产的广西首台工业人形机器人Walker S1下线，已应用于柳州整车 制造企业造车环节。"公司负责人郝宝玉说，未来公司将持续加码在柳州的投资，超级智慧工厂有望今 年内建成。 今年1—11月，全区数字经济核心产业销售收入同比增长9.9%，其中与数实融合相关的数字产品制 造业、数字要素驱动业销售收入同比分别增长14.2%、9.5%，数字化与实体经济融合度日益加深。 捷佳润科技集团股份有限公司是数字农业与智能水肥一体化领域的高新技术企业，其自主研发 的"土谛AI"大模型能够精准监测农作物生长各项指标，今年1—10月企业销售收入同比增长16%。 " ...

12月8日，《中共广东省委关于制定广东省国民经济和社会发展第十五个五年规划的建议》（下称《建 议》）发布。南都大数据研究院梳理发现，《建议》共10次提及"人工智能"，高频聚焦人工智能对建设 制造强省、数字广东的支撑作用，提出"发展智能经济，拥抱智能社会"，推进人工智能全域全时高水平 应用，创造人机协同、跨界融合、共创分享的智能经济新模式，促进生产力革命性跃迁。 此外，《建议》还提出统筹高质量发展和高水平安全，建设更高水平的法治广东、平安广东。关于深入 推进国家安全体系和能力建设，《建议》提出"加强网络、数据、人工智能、生物、生态、核、太空、 深海、极地、低空等新兴领域国家安全能力建设"。 采写：南都研究员 李伟锋 《建议》认为，"十五五"时期广东发展处于战略机遇和风险挑战并存、不确定难预料因素增多的时期， 也处于在斗争中壮筋骨、育新机、开新局的时期。新一轮科技革命和产业变革加速突破，人工智能等颠 覆性技术催生新产业新业态新模式，谁能够屹立于科技浪潮的潮头，谁就能把握未来发展的主动。 为建设具有国际竞争力的现代化产业体系，巩固壮大实体经济根基，《建议》提出高质量建设制造强 省。充分发挥机电一体化和软硬件协同优势 ...

Core Viewpoint - The year 2025 is pivotal for China's economic development, marking the end of the "14th Five-Year Plan" and the beginning of the "15th Five-Year Plan," with a focus on high-quality growth and technological innovation [2][26]. Group 1: Technological Innovation - The emergence of new productive forces is transforming China through rapid technological advancements, with over a hundred large models integrated into various industries [2][6]. - Significant breakthroughs in technology include the successful testing of the CR450 high-speed train at 400 km/h and advancements in space exploration and energy extraction [6][12]. - The development of artificial intelligence and quantum technology is prioritized, with a national AI framework established to guide future innovations [10][12]. Group 2: Economic Growth and Structure - China's high-tech manufacturing sector saw a 9.3% year-on-year increase in value added, with exports of electric vehicles, photovoltaics, and lithium batteries experiencing double-digit growth [17][20]. - The integration of new industries, such as biomanufacturing and embodied intelligence, is expected to significantly contribute to the economy, with the latter projected to capture nearly 30% of the global market [17][19]. - Traditional industries are undergoing transformation through digitalization and the adoption of new technologies, leading to increased energy efficiency and reduced emissions [20][24]. Group 3: Policy and Strategic Initiatives - The Chinese government is implementing reforms to enhance the economic and technological systems, aiming to create a high-standard market environment [10][15]. - A series of strategic initiatives are being launched to foster innovation and support the development of new productive forces, including talent cultivation in key sectors [10][12]. - The focus on localized development of new productive forces is emphasized, aligning with the broader national strategy for sustainable economic growth [26].

中国务实的 '人工智能+'战略极有可能推动整个经济的生产力提升。与单纯追求人工智能发展不 同，中国更注重软件优化和低成本模型，这使其在人工智能的实际应用方面具备良好优势。" 然而，彭博行业研究的自研市场预测模型显示，中国民营科技企业由于优先服务国家战略目标，而 非单纯追求利润最大化，因此在实现投资回报方面将面临挑战。 报告指出，中美在人工智能战略上的分化日益明显，全球人工智能产业正呈现 "双雄竞赛" 格局。 美国预计将继续在基础技术和先进硬件领域保持领先，而中国则优先发展软件和提升模型效率，推 动小型、高效模型的大规模部署，以实现整体经济的效率提升。 彭博行业研究高级中国科技分析师、《中国人工智能2026展望》报告主要作者Robert Lea 表示： " 彭博行业研究（BI）近日发布 《中国人工智能2026展望》报告 ，预测中国自上而下的人工智能 （AI）战略将推动其庞大经济体系的生产力提升。报告指出，在全球人工智能竞争日益激烈的背 景下，中国正专注于全国范围内快速部署AI，利用低成本、开源模型实现生产力增长。 根据彭博经济研究，中国包括人工智能在内的技术实力不断增强，预计高科技产业在GDP中的占 比将从20 ...

Core Viewpoint - The article discusses the "15th Five-Year Plan" for Zhejiang Province, emphasizing high-quality development and the establishment of a common prosperity demonstration zone, aiming for significant progress by 2030 in economic strength, technological capability, and overall competitiveness [1][2]. Group 1: Economic and Technological Development - The plan aims for major breakthroughs in innovation, establishing a modern industrial system, and enhancing global competitiveness in sectors like advanced manufacturing and artificial intelligence [2][3]. - By 2030, the per capita GDP of Zhejiang is expected to approach that of developed economies, with a focus on reducing urban-rural income disparities and improving residents' quality of life [1][2]. Group 2: Artificial Intelligence and Digital Economy - The plan includes the creation of an artificial intelligence innovation hub, promoting the integration of AI with various sectors, including manufacturing and social governance [3][4]. - It emphasizes the importance of a robust data infrastructure and the establishment of a new computing power system to support AI development [3]. Group 3: Emerging Industries and Investment - The plan highlights the development of emerging industries such as AI, new materials, and biomedicine, with a focus on creating future industry pilot zones [4][6]. - It aims to improve investment quality and efficiency, particularly in high-tech and strategic emerging industries, while enhancing the participation of private enterprises in major projects [6][7]. Group 4: Consumer Market and Domestic Demand - The strategy focuses on expanding domestic demand and enhancing consumer capabilities through various initiatives, including the promotion of new consumption models and the development of service industries [5][6]. - It aims to create a favorable consumption environment and support cities like Hangzhou and Ningbo in becoming international consumption centers [5]. Group 5: Marine Economy - The plan includes initiatives to strengthen the marine economy, focusing on modern marine industry systems and the sustainable development of marine resources [7]. - It aims to enhance marine ecological protection while participating in global marine governance [7].

中新社上海12月2日电 (记者姜煜)彭博社旗下专业研究部门彭博行业研究(Bloomberg Intelligence)2日发 布《中国人工智能2026展望》报告，预测中国的人工智能(AI)战略将推动其庞大经济体系的生产力提 升。 报告称，中国包括人工智能在内的技术实力不断增强，预计高科技产业在GDP中的占比将从2023年的 14.3%提升至2026年的近19%。中国于2024年推出"人工智能+"行动计划，旨在加速全国范围的人工智能 应用，确保其效益惠及整个经济体系。中国已明确多项重点投资领域，包括先进装备、半导体、人工智 能、制造业及通信设备，以推动"新质生产力"的发展。 中国庞大的开发者人才储备，结合强大的开源社区，正在加速人工智能产业的迭代与发展。开源模型在 中国的普及，与其他地区常见的封闭、自有系统形成鲜明对比。报告认为，这一模式不仅加快中国国内 应用，还使中国技术成为新兴市场的高性价比解决方案。 彭博行业研究高级中国科技分析师、《中国人工智能2026展望》报告主要作者罗伯特·李(Robert Lea)表 示："中国务实的'人工智能+'战略极有可能推动整个经济的生产力提升。与单纯追求人工智能发展不 同， ...

Group 1: Digital Economy Development in Longhua - Longhua District has transformed from a traditional manufacturing hub to a core area of digital economy within five years, becoming a key engine for regional development [1][2] - In 2024, the core industries of the digital economy in Longhua are projected to achieve a total output of 563.88 billion yuan, maintaining an output scale above 500 billion yuan for three consecutive years [2] - The smart terminal industry dominates the digital economy in Longhua, accounting for over 90% of the core industry scale, alongside significant contributions from the network and communication, software and information technology services, and artificial intelligence sectors [2] Group 2: Industrial Upgrading and Policy Support - Longhua's industrial development has evolved from traditional manufacturing to a focus on electronic information, with a significant push towards digital transformation driven by market demands [4][5] - In 2020, Longhua was designated as a "core urban area" of Shenzhen, aiming to establish a high ground for emerging industries and a new city of fashion [6] - The district has implemented a comprehensive digital economy policy framework, including a three-year work plan and over 30 billion yuan budget for various industry-specific policies [7] Group 3: Digital Transformation Case Studies - Liard, a leading LED display manufacturer, has integrated digital transformation into its operations, significantly enhancing management efficiency through IoT and data analytics [10][11] - Shenzhen Guodian Technology Communication Co., Ltd. has successfully doubled its production capacity and reduced delivery cycles by 53% post-digital transformation, evolving from a producer to a provider of intelligent manufacturing solutions [12] - Yipu Technology has developed a proprietary industrial software system for the semiconductor industry, breaking the monopoly of foreign technologies and addressing local manufacturing needs [14][16] Group 4: Future Prospects and AI Integration - Longhua is set to leverage AI to further enhance the digital transformation of its manufacturing sector, with initiatives like the "AI + Manufacturing" action plan [17] - Companies like Yipu Technology and Shenzhen Guodian are already experimenting with AI applications in quality inspection and operational efficiency [17] - The district aims to double its GDP in the next five years, indicating strong confidence in its transition from manufacturing to intelligent manufacturing [18]

来源：股市你金哥 一、今日A股复盘： 1、本周初市场承压的重要外部原因是美联储降息预期的不确定性。由于美国非农就业数据表现强劲，市场对美联储在12月降息的概率预期一度降至不足 40%。这引发全球流动性收紧的担忧，导致美股等主要市场出现调整，并通过情绪渠道传导至A股。 不过，这个情况在周三得到了转变，美联储降息从35%提高到60%，再提高到现在的85%以上，随着市场逐步消化该信息，悲观情绪有所缓和，A股也展开 了攻势。 2、随着12月临近，市场开始密切关注即将召开的工作会议，将为2026年的宏观经济政策定调。同时，11月27日公布的1-10月份规模以上工业企业利润同比 增长1.9%，显示内需修复正在进行。这些因素共同强化了市场对未来稳增长政策的期待，为市场提供了支撑。 4、在市场整体震荡、不确定性较高的背景下，部分资金倾向于寻找防御性资产。市场依旧偏爱具备防御属性的高股息资产。 5、A股市场在10月前后曾经历一波上涨，上证指数在11月一度突破4000点。前期热门板块积累了大量获利盘，本身存在技术性调整的压力。市场在关键点 位附近的正常筹码换手和结构再平衡。从资金面看，市场的活跃度有所下降。一个明显的信号是，作为 ...

朋友们，有没有觉得最近钱越来越难赚了，花钱却越来越谨慎？ 别急，一场关乎你我钱包的重磅会议即将敲定2026年的经济走向。 每年12月召开的中央经济工作会议，被称为中国经济的"风向标"，今年尤其特殊。 2025年是"十四五"规划收官之年，也是"十五五"规划的谋划起点。 这场会议不仅要总结过去五年重大项目的进展，比如光刻机国产化到了哪一步，还要明确明年经济怎么干、钱往哪里流。 从房贷利率、就业机会到养老育儿补贴，会议释放的信号将直接影响你的月供、工资和消费选择。 历史经验告诉我们，比如2016年会议首次提出"房住不炒"，精准预示了房价拐点。 经济目标的实现，需要产业层面的支撑。 会议上，新兴产业和传统行业的转型路径会成为讨论重点。 人工智能、新能源、生物技术等领域的扶持政策如何细化，传统制造业如何升级，这些议题都关联着未来的就业市场和投资风口。 2025年8月的数据显示，中国人工智能企业数量已突破5000家，平均每天新增2家，相关专利占全球总量的60%。 这些具体进展，需要在会议上评估效果。 眼下，内需不足、楼市调整、外部压力三重挑战叠加，会议如何出招，值得每个普通人盯紧。 2025年中央经济工作会议的特殊性，首 ...