来源：环球时报 【环球时报报道 记者 陈子帅】编者的话：当下，全球主要经济体正大力布局新能源汽车、人形机器人 等新兴产业和未来产业，相关人才的培养也成为不可忽视的课题。人工智能（AI）等前沿产业的发 展，不仅依赖高科技人才在研发端的突破，更离不开大量技术技能人才在落地应用环节的支撑。近日， 中国工信部在重庆举办了第三届全国工业和信息化技术技能大赛，将智能网联汽车、机器人等领域的真 实工业场景搬到了赛场上，来自全国近千名职业技术院校的师生展示了他们对这些前沿产业技术的掌握 能力。《环球时报》记者在现场采访发现，在上述关键产业中，中国已经培养和储备了一批技术技能人 才，他们将成为中国高端产业落地的重要支撑。 "新型工程人才"要掌握跨学科知识 90分钟，让人形机器人搬箱子 3名学生组成一队，当场编写程序和调试机器人，短短1.5小时，人形机器人就能完成自主避障行走、搬 箱子，乃至从一堆杂物中挑选指定零件等考核内容。《环球时报》记者在全国技术技能大赛现场目睹了 这一生动场景。 近年来随着人形机器人产业迅速发展，越来越多的技术院校开始培养该领域的技能人才。记者了解到许 多参赛选手在今年甚至最近几个月才刚接触人形机器人，但 ...

Core Insights - China's economy is demonstrating strong resilience and structural adjustment capabilities despite facing multiple challenges, with a focus on enhancing economic momentum towards new quality growth by 2025 [1][4] Economic Performance - In 2025, China's GDP is expected to achieve a growth target of around 5%, significantly higher than the global average growth rate of approximately 3.9% during the same period [2][4] - The contribution of China's economy to global growth is projected to remain above 30%, acting as a stabilizing force for global trade amidst rising uncertainties [2][3] Sectoral Developments - The manufacturing sector, particularly high-tech and equipment manufacturing, has shown robust growth, with value-added output increasing by 9.7% and 9.6% respectively in the first three quarters of 2025 [4] - Exports have demonstrated strong resilience, with a growth rate of 6.2% from January to October 2025, reflecting improvements in product quality, technology, and brand competitiveness [4] Consumer Trends - Consumer spending is increasingly focused on high-quality products, with smart home appliances accounting for over 50% of sales in certain retail channels [5] - Final consumption expenditure contributed 53.5% to economic growth in the first three quarters, marking a 9 percentage point increase from the previous year [5] Policy and Future Outlook - The Chinese government is expected to implement more proactive macroeconomic policies in 2026, with a focus on enhancing consumption, optimizing the business environment, and stabilizing industrial production [7] - Three new opportunities for economic growth are identified for 2026: the initiation of the "14th Five-Year Plan," more aggressive fiscal and monetary policies, and the recovery of micro-market entities [7][6]

Core Viewpoint - Two new stocks from the Sci-Tech Innovation Board are available for subscription next week, including a domestic GPU company and a domestic RF chip company [1][4]. Group 1: Company Overview - Muxi Co., Ltd. is a leading domestic high-performance GPU product company, set to become the "second domestic GPU stock" after Moer Thread [1]. - The company plans to issue 40.1 million shares, with a maximum online subscription limit of 6,000 shares, requiring a market value of 60,000 CNY in the Shanghai market for top-tier subscriptions [1]. - The company has received significant backing from major investors, including Shanghai Jiaomai, Sequoia Capital, and prominent private equity investor Ge Weidong [1]. Group 2: Financial Performance - Muxi Co., Ltd. reported revenues of 426,400 CNY, 53.02 million CNY, 743 million CNY, and 1.236 billion CNY for the years 2022 to 2025 Q3, respectively, with net losses of -777 million CNY, -871 million CNY, -1.409 billion CNY, and -346 million CNY [6][8]. - The company forecasts 2025 revenues between 1.5 billion CNY and 1.98 billion CNY, representing a year-on-year growth of 101.86% to 166.46%, with expected net losses of -763 million CNY to -527 million CNY, indicating a year-on-year improvement of 45.84% to 62.59% [6]. Group 3: Industry Context - Angrui Microelectronics focuses on RF and analog integrated circuit design, with its RF front-end chips already achieving scale sales with major brands like Honor, Samsung, and Xiaomi [2][8]. - The company has also introduced RF SoC chip products to notable clients in various sectors, including industrial, medical, and IoT [2]. - Angrui Microelectronics reported revenues of 923 million CNY, 1.695 billion CNY, and 2.101 billion CNY for the years 2022 to 2024, with net losses of -290 million CNY, -450 million CNY, and -64.7 million CNY, indicating it has not yet achieved profitability [8].

世界百年变局加速演进，科技成为大国博弈主战场。集成电路、生物科技等是竞争最激烈的领域，也是 我国"卡脖子"问题突出的领域。只有瞄准世界科技前沿，下好"先手棋"，打好基础、储备长远，不断取 得重大原创性成果，才能筑牢国家安全底座，夯实发展的根基。 当前，科学研究向极宏观拓展、向极微观深入、向极端条件迈进、向极综合交叉发力，前沿技术呈现加 速突破、交叉融合和群体跃升态势，人工智能赋能科学研究的新范式正在兴起，原创性成果持续涌现。 人工智能、量子科技、生物技术等领域深入发展，我国迎来换道超车的历史机遇。新一轮科技革命和产 业变革抓住了就是机遇，抓不住就是挑战。作为科学探索的源头，基础研究不仅是技术突破的基石，更 是产业变革的底层驱动力；它既为技术突破提供理论支撑，又为产业升级注入持续动力。只有在基础研 究领域不断取得突破，形成原创性、颠覆性、引领性科技成果，才能在新一轮科技革命和产业变革中、 在大国博弈交织的国际竞争中赢得战略主动。 （文章来源：新华社） 新华社北京11月30日电 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出："强 化科学研究、技术开发原始创新导向"。这是全面增强自主创新能力，加 ...

第三创业板50ETF在泰国证券交易所上市，自登陆欧洲主要市场以后进一步拓展东南亚，该基金主要覆 盖人工智能医药以及新能源，也显示了海外投资者对我国核心科技资产的信赖。 周末消息，和讯投顾贺梦怡表示，11月投放专项债5,000亿，投资方向主要集中在数字经济、集成电 路、新能源电池、智能制造、农产品仓储物流、数字化升级、低空经济、电网、水利等区域。 第二提醒人形机器人行业存在过热风险，目前行业内已经有超过150家的人形机器人厂家，并且半数以 上为初创以及跨行企业。 ...

Core Insights - The "Wave Plan" aims to promote industrial collaboration and technological innovation in the Yangtze River Delta region [1] - The "Wave Weekly: Yangtze River Delta Industrial Dynamics" focuses on the latest industrial developments in nine trillion GDP cities, highlighting key news and leadership activities [1] Industry Highlights - Hangzhou's visual intelligence industry reported a revenue of 710.4 billion yuan in the first three quarters [2] - Shanghai's Xuhui district is developing a "Blockchain + AI" industrial cluster [2] - Nanjing is collaborating with Baiyun Electric to enhance the capabilities of the smart grid industry [2] - Hefei's major scientific facilities, including EAST, CRAFT, and BEST, are now open to global access [2] - Suzhou's Taicang is building a modern port to promote the integration of industry and city [2] - Ningbo's Qianwan New Area is strengthening its dual industrial clusters in biomedicine and new energy vehicles [2] - Wuxi is advancing the expansion of the 465 cluster in coordination with the new energy chain [2] - Nantong is deepening its layout in the new tracks of artificial intelligence and integrated circuits [2] - Changzhou's Nine Company ecological chain project has settled in the high-tech zone [2]

11月29日，由省创新发展研究院和国家信息通信国际创新园服务中心共同主办的山东集成电路科技 与产业创新发展对接交流活动在济南举行。来自省委组织部、省教育厅、省科技厅等相关部门，以及高 校院所、省内外行业重点龙头企业的100余名专家、学者和企业家参加活动。活动现场，山东省集成电 路产业技术创新战略联盟发布硅光芯片用高密度载板、高性能硅基电容等18项创新成果。 会上，来自东南大学、山东大学、中科院等高校院所的专家和山东省集成电路产业技术创新战略联 盟成员单位分享了产业发展经验做法，省创新发展研究院智库集成电路专委会委员与专家进行了座谈交 流。（记者 王亚楠 通讯员 吴蕾） 当前我国集成电路产业已迈入加速发展的关键时期，我省加快集聚芯片设计业，推动晶圆制造规模 化量产，积极布局高端封测产业，大力发展EDA设计工具、专用设备和关键材料等相关产业。 同时， 省创新发展研究院推进集成电路公共研发服务平台提质升级，作为国家集成电路设计济南产业化基地的 核心技术支撑，平台已构建起国内先进的技术服务体系，吸引了一大批优质设计企业、创新团队落地扎 根，2024年驻院企业研发投入7.41亿元，总营收49.78亿元，资源集聚、协同发 ...

天眼查App显示，近日，广州原力链科技有限公司成立，注册资本100万人民币，经营范围为销售代理; 集成电路芯片及产品制造;工程和技术研究和试验发展;集成电路设计;电子产品销售;电子元器件零售;人 工智能理论与算法软件开发;人工智能应用软件开发;人工智能通用应用系统;人工智能基础资源与技术平 台;人工智能公共数据平台;人工智能硬件销售;人工智能基础软件开发;软件开发;区块链技术相关软件和 服务;软件销售;信息技术咨询服务;信息系统集成服务;网络与信息安全软件开发;物联网技术服务;网络技 术服务;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;信息网络传播视听节目;第二 类增值电信业务;第一类增值电信业务;基础电信业务。 ...

Core Viewpoint - The article emphasizes the importance of overcoming "bottleneck" technologies in key areas such as integrated circuits, industrial mother machines, high-end instruments, basic software, advanced materials, and biomanufacturing to ensure national security and promote high-quality economic development [1][2][3]. Group 1: Importance of Key Core Technologies - Key core technologies are crucial for national security and high-quality economic development, necessitating enhanced capabilities in technology breakthroughs [1]. - Accelerating breakthroughs in these areas is essential for achieving competitive advantages and ensuring self-reliance in strategic industries [2]. Group 2: Challenges in Fundamental Research - The root cause of "bottleneck" technology issues lies in inadequate foundational theoretical research, which must be addressed to strengthen the basis for technological innovation and industrial development [3]. - There is a need to focus on original and disruptive innovations rather than merely imitative ones to avoid falling into a cycle of "catch-up" [3]. Group 3: Collaborative Framework for Technology Advancement - A collaborative framework is necessary to leverage the advantages of a new type of national system, integrating government, market, and social forces to enhance research and development efforts [4]. - Emphasizing mission-oriented approaches and incentivizing researchers to focus on national strategic needs will drive high-quality and original technological innovations [4].

如果您希望可以时常见面，欢迎标星收藏哦~ 日前，一年一度的集成电路行业盛会ICCAD 2025在成都隆重举行。除了络绎不绝的人流量印证了 这个产业的火热以外，安谋科技高挂在展会门口的"AI Arm CHINA"海报也成功吸引了参观者驻 足。 公司日前全新发布的"周易"X3，正是这些长期技术积累的集大成者。通过采用专为大模型而生的 全新DSP+DSA架构，从定点转向浮点计算，"周易"X3 NPU IP在Tensor计算、Vector可编程性等 方面实现了全面优化，使其能灵活应对各类复杂AI算法，能为多种应用场景提供广泛的支持。 诚 然 ， 在 产 业 链 的 共 同 推 动 下 ， 人 工 智 能 这 些 年 已 经 彻 底 点 燃 。 无 论 是 英 伟 达 的 五 万 亿 还 是 AMD、博通等的高歌猛进，都证明了这一点。但正如大家所看见，人工智能并不仅仅局限于云 端，端侧人工智能也大有可为。 安谋科技CEO陈锋先生在ICCAD 2025高峰论坛演讲中也指出，AI已经无处不在，无论是在手机、 PC、汽车、机器人还是物联网中，都已经出现了AI的身影。有见及此，承继了Arm深厚技术积累 和丰富生态的安谋科技做出 ...