商报讯（记者 张宇帆 通讯员 应梦悦）此前，人力资源和社会保障部发布公示，拟新增跨境电商运营管 理师、无人机群飞行规划员等17个新职业，以及睡眠健康管理师、生成式人工智能系统测试员等42个新 工种。这些被贴上"新"标签的岗位，正以其强劲的发展势头和可观的"真香"回报，吸引着越来越多的求 职者。 在数据中可以看到，半导体工艺工程师、半导体设备工程师的人才主要来自材料科学与工程、机械设计 制造及其自动化、电子信息工程等专业；机械工程师职位同样是机械设计制造及其自动化的专业人才居 多；机器人调试工程师的人才来自工业机器人技术、机电一体化技术、机器人工程等专业；无人机工程 师的专业则更多来自无人机应用技术、自动化等专业；算法工程师的专业背景则主要集中在计算机科学 与技术、软件工程等。 随着新兴产业和未来产业的不断发展，这些领域也将成为促进经济高质量发展的重要力量，并为求职者 提供广阔的就业前景和发展空间。 生产制造等职业招聘需求领跑 "专业对口"依然是就业优势 当前正处于毕业季，不少应届生面临就业岗位选择，而专业适配度、行业成长性、岗位潜力值便成为了 求职者的核心关切。为此，智联招聘依托科技发展、产业升级、城市人才流 ...

进；与同样渴望挑战边界的同学、研究者组建小组，共同探讨前沿问题，碰撞思想。每个同 学，都有机会成为全人类未来科技方向的探索者和实践者。 6月23日，宇树科技创始人王兴兴发文，为即将进入大学的同学们送上报考建议。文章发出 后，得到了众多网友的关注。 建议全文如下： 各位即将进入大学的同学们，大家好。我是宇树科技创始人王兴兴。大学不同于高中，方向 千行百业，每个人的可选择性非常多，每个人有更多的自我发挥空间，在面对影响自己未来 的专业选择上，难免会感到迷茫。 在这个AI+机器人的时代，站在这个激动人心又充满不确 定性的技术爆发点前，如果大家想投身具身智能行业，我结合自身的经历给出一些小建议 。 如果你从小喜欢拆解维修一些电子产品，或者动手DIY做点东西， 推荐学习机械或电子相关 专业。具体的专业细分名字很多，请注意区分，对于自己感兴趣的学校和专业，大家最好直 接去对应学院的官网，直接看看具体的详细介绍，看看老师们在做什么课题或项目。 哪怕专 业名字一模一样，每个学校的差别也非常大。中间如果想多学习AI，也可以多花时间自学。 如果你对智能如何产生感兴趣、如果你有AGI的梦想，且数学还不错， 推荐直接学习计算机 科学 ...

Core Viewpoint - Nanjing government is focusing on the development of the embodied intelligent robotics industry through a comprehensive action plan for 2025-2027, emphasizing the need for resource integration and innovation to enhance industry scale and application scenarios [1] Group 1: Policy and Regulatory Framework - The meeting highlighted the importance of enhancing legal awareness among various departments to create a fair competitive market environment for private enterprises [1] - There is a commitment to implement policies that promote the development of the private economy, with a focus on understanding and addressing the needs of enterprises [1] Group 2: Development Action Plan - The "Nanjing Embodied Intelligent Robotics Industry Development Action Plan (2025-2027)" was reviewed, aiming to seize development opportunities and integrate resources to foster quality enterprise cultivation and key project attraction [1] - The plan emphasizes the need to accelerate the aggregation of enterprise entities and enhance the scale of the industry while focusing on core product development and application scenario expansion [1] Group 3: Innovation and Technology - The meeting discussed the promotion of the new generation of information and communication industry, stressing the importance of focusing on key areas for major technological breakthroughs [1] - There is a call for achieving more original and disruptive results, enhancing the deep integration of the innovation chain and industry chain, and accelerating the transformation and application of technological achievements [1]

Core Insights - A total of 192 financing events were disclosed in the week of June 16-22, 2025, involving 143 domestic companies and 49 foreign companies, with a total financing amount of approximately 232.776 billion RMB [2] - The medical health sector had the highest number of financing events, while the low-carbon sector had the highest financing amount [2] Domestic Consumption Sector - In the domestic consumption sector, there was 1 company listed, 3 companies acquired, and 17 companies received funding, totaling approximately 28.94 billion RMB [2] - Huazhi Jie, based in Jiangsu, is an electric tools and accessories supplier that went public [2] - Baizhicui, a medical skincare brand based in Shanghai, was acquired by Judydoll [2] - Yushun, a liquid crystal display research service provider based in Hunan, was acquired by Huanuo Xingkong [2] - Shanghai Sen Cai Trading, a bag trading service provider based in Shanghai, was acquired by Guangzhou Caige [2] - Hangzhou Beikang International completed a Pre-IPO financing of 575 million RMB, ranking in the top 5 for this year's Pre-IPO financing [2] - Zhou Li Fu Jewelry completed a Pre-IPO financing of 524 million RMB, ranking in the top 20 for this year's Pre-IPO financing [2] Domestic Financing Events - Several companies completed significant financing rounds, including: - Lingxin Qiaoshou, a smart platform developer based in Beijing, completed a multi-million RMB A round financing [3] - Zhidai Technology, a health food supplier based in Beijing, completed a multi-million RMB A round financing [3] - New Huo Zhan, a frozen food F2B supply chain service provider based in Beijing, completed a multi-million RMB A round financing [3] - Chasing Planets, a new education service platform based in Beijing, completed an A round financing [3] - Simaier, a chain milk tea brand based in Tianjin, completed a 30 million RMB angel round financing, ranking in the top 20 for this year's angel round financing [3] Foreign Consumption Sector - In the foreign consumption sector, there was 1 company acquired and 2 companies received funding, totaling approximately 9.328 billion RMB [4] - Livensa Living, a student housing service provider based in Spain, was acquired by a Canadian pension fund [5] - IFBH, a ready-to-drink beverage and food provider based in Thailand, completed a Pre-IPO financing of 39.5 million USD, ranking in the top 50 for this year's Pre-IPO financing [5] - Knowunity, a digital learning platform provider based in Germany, completed a B round financing of 220 million RMB, ranking in the top 50 for this year's B round financing [6]

分析师：邹臣 登记编码：S0730523100001 zouchen@ccnew.com 021-50581991 证券研究报告-行业半年度策 略 电子相对沪深 300 指数表现 人工智能创新百花齐放，半导体自主可控 加速推进 相关报告 《电子行业月报：美国半导体出口管制再升 级，存储器价格持续回升》 2025-06-13 《电子行业月报：半导体行业 25Q1 稳健增 长，端侧 AI 助力 SoC 厂商高速成长》 2025-05-12 《电子行业月报：美国"对等关税"政策落地， 关注半导体自主可控方向》 2025-04-08 投资要点： 回顾 2025 年上半年，DeepSeek 通过技术创新引领国产大模型崛 起，助力 AI 应用大规模落地，人工智能创新持续推进，AI 眼镜新 品陆续发布，比亚迪推动"智驾平权"，全民智驾时代开启，特斯 拉计划 2025 年生产数千台具身智能机器人，2026 年计划将产能提 升至 5 万台以上，具身智能机器人进入量产阶段；半导体行业上半 年延续复苏趋势，美国"对等关税"政策落地，美国半导体出口管制 不断升级，国内半导体产业自主可控需求仍然迫切。展望 2025 年 下半年，AI ...

Group 1 - 24控 plans to issue shares and pay cash to acquire 98.43% of Jiangsu Aoyikes' shares, with stock resuming trading [1] - Zhimingda has secured an order for onboard embedded computer-related modules worth 101 million yuan, accounting for 13.5% of last year's revenue [1] - Yibin Paper Industry intends to acquire 67% of a vinegar fiber company for 206 million yuan [1] - Beixin Source is entering a strategic cooperation with the Ministry of Culture and Tourism's Center for Cultural Exchange [1] - Shihua Technology plans to invest 2.2 billion yuan to build a high-performance optical materials manufacturing base [1] Group 2 - The Ministry of Commerce has responded to rare earth exports, emphasizing compliance approval [1] - Three departments are convening a meeting on the safety management of new energy vehicles [1] - Beijing is promoting the integration of technology with gaming and e-sports [1] Group 3 - Positive developments in sectors such as gaming, embodied intelligence, and rare earths are noted [1] - In the Shanghai and Shenzhen stock markets, Kanda New Materials plans to acquire equity in Zhongke Huami for cash [1] - Taiji Co., Ltd.'s actual controller is set to change to the Hubei Provincial State-owned Assets Supervision and Administration Commission, with stock resuming trading [1] - Institutional buying and selling activity is observed in the market [1] - New stock Xintong Electronics is available for subscription today at an issue price of 16.42 yuan [1]

Group 1 - The dialogue between Li Shufu, the head of Geely, and Wang Xingxing, the founder of Yushutech, focuses on "talent cultivation in the AI era," highlighting the importance of adapting to AI advancements in various industries [2][4] - Yushutech recently completed a Series C financing round, with a pre-investment valuation exceeding 10 billion yuan, indicating strong investor confidence, including backing from Geely Capital [2] - Wang Xingxing emphasizes that AI and robotics are transformative technologies that can significantly alter productivity structures, making it crucial for individuals to determine their learning paths and product directions [3][4] Group 2 - Li Shufu asserts that AI represents a revolutionary new era, fundamentally changing competition and societal structures, necessitating preparation for unprecedented challenges posed by AI [4] - Talent competition is central to corporate competition, with Wang Xingxing categorizing talent into three types: top talent, excellent talent, and those who can follow instructions but may need improvement [5] - Geely has a unique approach to talent development, fostering a culture where every employee is seen as a potential talent, emphasizing mutual support and continuous learning to enhance overall competitiveness [5]

会上，北京市科委中关村管委会、北京市经信局宣讲引导支持服务首都战略性新兴产业和未来产业 发展的政策举措。北京市工商联与北京首都科技发展集团有限公司围绕促进科技成果转化、与中国民生 银行北京分行围绕金融支持实体经济分别签署战略合作协议。北京城市副中心推介重点产业和营商环境 建设情况。 会上，北京市工商联通报了支持服务战略性新兴产业和未来产业工作情况，宣布成立北京市工商联 人工智能、医药健康、具身智能、新能源新材料4个产业专委会和投融资专委会。 北京市工商联驻会领导班子成员，全国工商联经济部、北京市委统战部、市发改委、市科委中关村 管委会、市经信局、市金融管理局、通州区有关负责同志，各区工商联主要负责人，新成立的各专委会 成员和异地商会代表、新闻媒体等300余人参加活动。 安立佳指出，产业专委会和投融资专委会的成立将有力促进首都科技创新和产业创新融合发展，希 望聚焦主责主业，当好桥梁纽带，为战略性新兴产业和未来产业民营企业争取政策、资金、项目、人才 等方面支持，在推动民营经济高质量发展上创造更多首都经验。全国工商联将加强与北京市工商联联 动，搭建交流平台，优化政策、法治、市场和社会环境，支持北京民营经济持续健康高 ...

Group 1 - The article emphasizes the systemic and practical aspects of the current economic landscape, highlighting the shift in global trade dynamics due to the weakening of direct economic ties between China and the U.S. and the strengthening of China's relationships with emerging markets [1][2] - China's trade connections with emerging markets are becoming increasingly robust, while its trade ties with major U.S. allies have declined, indicating a strategic pivot in China's economic diplomacy [2] - The article suggests that the current "strategic stalemate" between China and the U.S. is a foundational expectation, with an optimistic outlook for China's strategic opportunities beginning to take root among investors [2] Group 2 - The A-share market is seen as having the potential to develop into a bull market due to increasing household asset allocation towards equities, driven by a decline in risk-free interest rates and an upcoming peak in deposit reallocations in 2025 [3][4] - Improvements in corporate governance and shareholder returns are expected to elevate the return baseline for A-shares, while the encouragement of mergers and acquisitions aligns with a turning point in the primary market [4][5] - A significant supply clearing cycle is anticipated, which could lead to a long-term increase in profitability for Chinese enterprises, particularly in high-value sectors [5][6] Group 3 - The current market conditions are not yet signaling the start of a bull market, with various factors influencing demand and supply dynamics, including uncertainties in domestic fiscal policies and real estate [6][7] - The technology sector is undergoing a mid-term adjustment, with breakthroughs in foundational technologies necessary for significant advancements in AI applications [7] - New consumption trends are emerging as a separate industrial trend, but the broader economic transition towards consumption-driven growth is expected to be gradual [7][8] Group 4 - A forecast for A-share profitability in 2025 indicates a likely decline in demand in the latter half of the year, with a projected net profit growth rate of 4.6% for the entire A-share market [8] - The asset management industry is not yet prepared for a bull market, as the accumulation of a profitable effect is necessary for public funds to re-enter the market [9][10] - The potential bull market is expected to be driven by structural trends in new economic industries, with significant catalysts needed for a broader market rally [10][12] Group 5 - The article discusses the conditions necessary for a bull market to emerge, emphasizing the importance of breaking out of the current trading range and the historical context of market behavior following bear markets [11][12] - The potential for a "Chinese-style slow bull" market is highlighted, with expectations for a longer duration of market optimism despite weaker elasticity in fundamental improvements [12][13] - Key sectors such as AI, embodied intelligence, and defense are identified as having the potential to drive structural bull trends, with a focus on high-value opportunities in the technology space [13][14] Group 6 - The Hong Kong stock market is positioned to lead the market rally, serving as a critical link in China's financial external circulation and benefiting from the convergence of domestic and foreign capital [15]

市委召开调研协商座谈会以科技创新引领新质生产力发展构建体现武汉优势的现代化产 业体系 郭元强主持并讲话 6月10日，市委召开调研协商座谈会，围绕"以科技创新引领新质生产力发展，构建体现 武汉优势的现代化产业体系"，听取市各民主党派、工商联、无党派人士的调研成果和意见 建议。省委常委、市委书记郭元强主持会议并讲话。 座谈会上，无党派人士代表邹薇、市工商联代表皮亚斌、九三学社武汉市委会代表李博 闻、民进武汉市委会代表赵起、农工党武汉市委会代表操玲姣、民建武汉市委会代表范犇等 先后发言，就推动科技创新与产业创新深度融合、巩固我市光电子信息"独树一帜"优势、夯 实人工智能发展算力底座等提出意见建议。认真听取大家发言后，郭元强表示，大家围绕以 科技创新引领新质生产力发展，深入开展调查研究，提出了很有建设性的意见建议，体现了 对武汉转型发展的深入思考。有关部门要认真研究、积极吸纳，推动转化运用。 郭元强强调，要加快打造具有全国影响力的科技创新高地，统筹推进教育、科技、人才 体制机制一体改革，加强创新资源统筹和力量组织，高水平建设国家实验室、重大科技基础 设施等高能级科创平台，面向国家重大需求和产业发展需要，加强关键核心技 ...