Core Viewpoint - Shenzhen aims to enhance the scale of its traditional industries to exceed 700 billion yuan within approximately three years through 12 new policy measures focused on digitalization and artificial intelligence [1][2][3]. Group 1: Policy Measures - The first measure focuses on optimizing the industrial policy system to support the growth of enterprises in sectors such as clothing, jewelry, furniture, and eyewear [1]. - The second measure emphasizes strengthening investment through a diversified model involving government-guided funds, listed companies, and professional investment institutions to nurture quality enterprises [1]. - The third measure aims to accelerate core technology breakthroughs to promote high-end development in traditional industries by addressing key materials and components [1]. Group 2: Digital Transformation and AI Integration - The fourth measure involves fully embracing artificial intelligence to cultivate new momentum in traditional industries, with plans to integrate AI into various sectors including home appliances and fitness equipment [2]. - The fifth measure focuses on utilizing various special funds to assist traditional enterprises in their digital transformation, targeting over 100 companies within three years [2]. - The sixth measure implements a "three products" strategy to create over 100 popular products by encouraging collaboration between traditional manufacturing and new technologies [2]. Group 3: Brand Promotion and Market Expansion - The seventh measure aims to enhance the promotion of Shenzhen's traditional industry brands, telling their stories to strengthen brand recognition [2]. - The eighth measure supports hosting high-end exhibitions and competitions to establish industry benchmarks and increase domestic and international influence [2]. - The ninth measure focuses on building platforms to help enterprises explore diverse markets and promote integrated development of domestic and foreign trade [3]. Group 4: Resource Coordination and Talent Development - The tenth measure involves coordinating resources to provide "one-stop" services for enterprises, with a dedicated working group established for traditional industry development [3]. - The eleventh measure aims to optimize industrial spatial layout to create high-quality industrial clusters [3]. - The twelfth measure focuses on improving the talent cultivation system to gather skilled professionals needed for industry development [3]. Group 5: Current Industry Competitiveness - Shenzhen has significant competitiveness in various traditional industries, leading in high-end women's clothing, jewelry production, and eyewear manufacturing [5]. - The city is recognized as a major production base for mid-to-high-end eyewear, accounting for about half of global output [5]. - Recent trends show that traditional industries in Shenzhen are accelerating their transformation towards high-end, intelligent, and green production, with a projected 25.6% year-on-year increase in manufacturing technology investment in 2024 [5].

首先，罗湖区将强化品牌赋能，推动黄金珠宝企业与品牌策划机构对接，提高企业品牌影响力，同时吸 引国内外品牌珠宝企业设立全国总部、区域总部、电商总部；推进数智赋能，据悉，罗湖将联合华为云 建设黄金珠宝产业数智化赋能中心，推动AI大模型与珠宝产业结合，聚焦"AI+设计研发""AI+智能制 造""AI+供应链""AI+智慧零售"等领域开展应用赋能，打造"AI+黄金珠宝"生态圈。 与此同时，罗湖区将深化平台赋能，包括建设一批产学研平台，如推动黄金珠宝企业与中国地质大学等 高校合作，以及建设罗湖区黄金珠宝行业出海综合服务平台，助力珠宝企业出海，开拓海外市场；聚焦 设计赋能，针对设计师、工艺美术大师等设计工艺人才专门制定《罗湖区黄金珠宝产业"水贝领航"人才 发展支持措施》，同时为黄金珠宝行业提供知识产权一站式综合服务。 此外，罗湖区将激活文化赋能，推动故宫博物院的"故宫IP"、中央电视台的"国家宝藏""非遗里的中 国"等文创IP深度融入黄金珠宝的设计、研发与生产等。"综上，我们将通过品牌、数智、平台、设计、 文化'五个赋能'，持续夯实产业基础、提升产品价值，系统推动罗湖黄金珠宝产业从'规模制造'向'价值 创造'的跃升，进一 ...

Core Viewpoint - Shenzhen aims to optimize and upgrade its traditional industries through 12 policy measures, targeting a total scale of over 700 billion yuan in three years [1][2]. Group 1: Policy Measures - The 12 policy measures include optimizing the industrial policy system to support enterprise growth [1]. - Strengthening fund empowerment to create a diversified investment strategy [1]. - Accelerating core technology breakthroughs to promote high-end development of traditional industries [1]. - Embracing artificial intelligence to cultivate new momentum in traditional industries [1]. - Utilizing various special funds to assist traditional enterprises in digital transformation [1]. - Implementing a "three products" strategy to create over 100 popular products [1]. - Enhancing promotion to strengthen the reputation of Shenzhen's traditional industries [1]. - Organizing high-end exhibitions and competitions to establish industry benchmarks [1]. - Actively building platforms to help enterprises expand their markets [1]. - Coordinating resources to provide "one-stop" services for enterprises [1]. - Optimizing industrial spatial layout to create industrial clusters [1]. - Improving talent recruitment systems to gather necessary human resources for industrial development [1]. Group 2: Digital Transformation Initiatives - Shenzhen's Industrial and Information Technology Bureau supports the establishment of digital promotion centers in key traditional industries [2]. - A digital transformation support plan has been set up, providing funding for enterprises to undergo digital upgrades and integrate AI technology [2]. - The funding covers up to 20% of the approved digital transformation costs, with a maximum of 5 million yuan per project [2]. - By 2027, Shenzhen aims to add over 10 Chinese consumer brands in traditional industries and create over 100 cross-industry fashionable products and national trend products [2]. - The goal is to facilitate digital transformation for over 100 traditional enterprises within three years, promoting widespread adoption of cloud computing and data intelligence [2]. Group 3: Industry Highlights - Shenzhen ranks first in the country for industrial output value in the gold and jewelry sector, with high-end women's clothing brands leading nationally [2]. - The mid-to-high-end eyewear production accounts for approximately 50% of the global market [2]. - Shenzhen is home to seven of China's top ten watch companies [2].

21世纪经济报道记者 张晓慧 深圳报道 一是强化品牌赋能，推动黄金珠宝企业与品牌策划机构对接，提高企业品牌影响力，同时吸引国内外品 牌珠宝企业设立全国总部、区域总部、电商总部。 9月29日，深圳召开发布会，介绍深圳推动传统产业向"新"向"智"，加快建设现代化产业体系的有关情 况。发布会对深圳推动传统产业转型升级的12条举措进行解读，并发布了"中国宝都深圳水贝"的下一步 发展规划与布局。 据悉，深圳黄金珠宝行业年工业产值连续多年稳居全国首位，全年黄金提货量约占上海黄金交易所的 70%。 深圳水贝作为全国最大的黄金珠宝集散地之一，培育了周大生、周六福等上市企业；其所在的罗湖区集 聚了近8000个黄金珠宝产业法人企业，2024年，区内黄金珠宝产业实现增加值88.66亿元，增长4.6%。 罗湖区副区长时冬昕介绍，未来罗湖将主要从五个方面入手，引导黄金珠宝产业朝高质量发展，系统推 动罗湖黄金珠宝产业从"规模制造"向"价值创造"的跃升，进一步擦亮"中国宝都、深圳水贝"的金字招 牌。 具体来看： 二是推进数智赋能，据悉，罗湖将联合华为云建设黄金珠宝产业数智化赋能中心，推动AI大模型与珠 宝产业结合，聚焦"AI+设计研发"" ...

Core Viewpoint - Shenzhen is actively promoting the optimization and upgrading of traditional industries, leveraging innovation, digital transformation, and international market expansion to build a modern industrial system [1][2][3][4][5][6][7] Group 1: Achievements in Traditional Industries - Shenzhen's traditional industries have shown significant achievements, with leading brands in high-end women's clothing, jewelry, furniture, and eyewear, contributing to a robust industrial foundation [2] - The jewelry industry maintains the highest industrial output value in China, with annual gold delivery volume accounting for approximately 70% of the Shanghai Gold Exchange [2] - The furniture sector is recognized as a key research, design, production, and export base, while the eyewear industry accounts for about half of global production [2] Group 2: Innovation and Digital Transformation - The upgrade of traditional industries in Shenzhen is closely tied to innovation, particularly through the integration of AI and digital technologies [3] - Shenzhen plans to implement AI across various sectors, including home appliances and toys, establishing a comprehensive technological foundation [3] - Aiming to support over 100 traditional enterprises in digital transformation within three years, Shenzhen is focusing on building industrial internet platforms and solution providers [3] Group 3: Brand and Quality Enhancement - Shenzhen is committed to enhancing product value through brand development and quality improvement, with initiatives to create over 100 cross-industry fashionable and trendy products by 2027 [4] - The city will promote the establishment of advanced group standards in key areas like smart home and eyewear, aiming to elevate industry standards [4] Group 4: International Market Expansion - Shenzhen is focused on enhancing the global presence of "Shenzhen design" and "Shenzhen manufacturing" through various support measures for internationalization [5][6] - The city provides one-stop services for enterprises to expand internationally, including participation in nearly 300 overseas trade fairs annually [6] Group 5: Ecosystem and Support Mechanisms - To ensure the implementation of initiatives, Shenzhen is establishing a traditional industry working group to coordinate development and provide unified services [7] - Local districts are fostering collaboration between industries and educational institutions, enhancing talent retention and cultural product richness [7]

编辑 杨娟娟 国内金饰价格方面，据品牌官网消息，截至目前，周生生足金饰品价格为1111元/克，老凤祥足金饰品 价格为1110元/克，周大福、六福珠宝、老庙黄金足金饰品价格为1108元/克，均与前一日持平。 新京报贝壳财经讯 9月29日午间，现货黄金突破3800美元/盎司，再创历史新高，日内涨超1%。截至发 稿，报3811.590美元/盎司，涨1.38%。 ...

Market Overview - The three major indices experienced a rebound, with the ChiNext Index rising nearly 3% at one point. By midday, the Shanghai Composite Index increased by 0.13%, the Shenzhen Component Index rose by 1.11%, and the ChiNext Index gained 1.77% [1][2]. Solid-State Battery Sector - The solid-state battery sector saw significant growth, with stocks in the lithium battery industry, including CATL, rising over 5% during trading. The sector's performance was driven by advancements in solid-state battery technology [4][6]. - A research team led by a professor from Tsinghua University made significant progress in polymer electrolytes for lithium batteries, developing a new fluorinated polyether electrolyte that enhances physical contact and ionic conductivity at solid-state interfaces. This advancement is expected to provide important technical references for solid-state battery product development [6][7]. Gold Market - Gold prices reached a new historical high, with spot gold peaking at $3,798 per ounce and COMEX gold touching $3,830 per ounce. The global largest gold ETF, SPDR, reported a holding of 1,005.72 tons, the highest since August 2022 [7][10]. - Domestic gold jewelry brands have also seen price increases, with certain brands reporting prices as high as 1,111 yuan per gram, reflecting a 5 yuan increase from previous levels [9]. Future Projections - Goldman Sachs projected that by 2026, international gold prices could soar to $4,000 per ounce under baseline scenarios, and potentially reach $4,500 per ounce in tail risk scenarios. If just 1% of funds from the U.S. Treasury market were to flow into gold, prices could approach $5,000 per ounce [12].

Market Overview - On September 29, the three major indices rebounded, with the ChiNext Index rising nearly 3% at one point. The Shanghai Composite Index closed up 0.13%, the Shenzhen Component Index up 1.11%, and the ChiNext Index up 1.77% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, with over 3,000 stocks rising across the market [1] Solid-State Battery Sector - The solid-state battery sector, along with new energy metals and photovoltaic equipment stocks, experienced a collective surge, with multiple stocks in the lithium battery industry seeing significant gains. Contemporary Amperex Technology Co., Ltd. (CATL) saw its A and H shares rise over 5% during trading [2] - A recent breakthrough in polymer electrolytes for lithium batteries was achieved by a team led by Professor Zhang Qiang from Tsinghua University, developing a new fluorinated polyether electrolyte that enhances physical contact and ionic conductivity at solid-state interfaces, potentially aiding the development of mature solid-state battery products [4] - The Ministry of Industry and Information Technology and eight other departments issued an action plan for the high-quality development of the new energy storage manufacturing industry, designating solid-state batteries as a key focus area and aiming to establish 3 to 5 global leading enterprises by 2027 [5] Gold Market Insights - On September 29, spot gold reached a historical high, peaking at over $3,798 per ounce, while COMEX gold briefly surpassed $3,830 per ounce [5] - Domestic gold jewelry brands have seen price increases, with Chow Sang Sang's gold jewelry priced at 1,111 yuan per gram, up 5 yuan from September 26 [7] - The largest gold ETF, SPDR, reported a holding of 1,005.72 tons, the highest since August 2022. Deutsche Bank noted that the recent surge in gold prices is driven by investor fears and the perception of gold as a safe haven during times of panic [7]

投资咨询业务资格：证监许可【2011】1778 号 资讯早班车 资讯早班车-2025-09-29 二、商品投资参考 综合 一、 宏观数据速览 | 发布日期 | 指标日期 | 指标名称 | 单位 | 当期值 | 上期值 | 去年同期值 | | --- | --- | --- | --- | --- | --- | --- | | 20250715 | 2025/06 | GDP:不变价:当季同比 | % | 5.20 | 5.40 | 4.70 | | 20250831 | 2025/08 | 制造业 PMI | % | 49.40 | 49.30 | 49.10 | | 20250831 | 2025/08 | 非制造业 PMI:商务活 动 | % | 50.30 | 50.10 | 50.30 | | 20250915 | 2025/08 | 社会融资规模增量:当 | 亿元 | | 25668.00 11307.00 | 30323.00 | | | | 月值 | | | | | | 20250912 | 2025/08 | M0(流通中的现金):同 比 | % | 11.70 | 11.80 | 12.2 ...

Group 1: Medical Devices Industry - The cardiovascular medical device industry has significant growth potential, with the market for cardiac electrophysiology devices in China expected to grow from CNY 65.80 billion in 2021 to CNY 157.26 billion by 2025, and further to CNY 419.73 billion by 2032 [5][6] - The global market for cardiac rhythm management devices increased from USD 9.7 billion in 2016 to USD 10.6 billion in 2021, with a projected growth to USD 12.8 billion by 2030 [5] - The market for coronary artery disease devices in China is also expanding, with the number of patients expected to reach 31.67 million by 2030, and the market for aortic stent grafts projected to grow significantly [6][7] Group 2: AI Cooling Industry - The AI computing upgrade is driving innovation in cooling technologies, with liquid cooling expected to reduce data center energy consumption by 20%-30%, achieving a PUE below 1.2 [8][9] - The liquid cooling market in China is projected to reach USD 1.26 billion in the first half of 2024, with cold plate solutions currently dominating the market due to their maturity and lower infrastructure modification requirements [9][10] - The market for immersion cooling fluids is expected to grow, with silicone oil and fluorinated liquids being key players, although regulatory challenges may arise [10] Group 3: Semiconductor Industry - Aojie Technology (688220.SH) is a leading player in the baseband chip market, with projected revenues of CNY 45.80 billion, CNY 57.35 billion, and CNY 70.72 billion for 2025, 2026, and 2027 respectively [12][13] - The company has a strong presence in both mobile baseband and IoT sectors, with significant growth expected in its ASIC business, which is anticipated to see multiple-fold growth by 2026 [12][14] Group 4: Pharmaceutical Industry - Lifang Pharmaceutical (003020.SZ) is expected to achieve revenues of CNY 18.53 billion, CNY 22.93 billion, and CNY 27.37 billion from 2025 to 2027, with a strong growth trajectory driven by its unique traditional Chinese medicine products [16][17] - The company is set to launch its first generic version of methylphenidate extended-release tablets in April 2025, targeting a large ADHD market in China [17] Group 5: Beverage Industry - IFBH (6603.HK) is positioned to capture a significant share of the coconut water market in China, which is expected to grow at a CAGR of 55% from 2019 to 2025 [19][20] - The company has established a strong brand presence and is leveraging its supply chain advantages to maintain a competitive edge in the market [20] Group 6: Nonferrous Metals Industry - Zhongmin Resources (002738.SZ) is projected to achieve net profits of CNY 6.03 billion, CNY 12.72 billion, and CNY 22.64 billion from 2025 to 2027, driven by its high-margin cesium and rubidium salt business [22][23] - The company is strategically expanding its copper business, which is expected to provide significant growth potential as demand for copper increases [23][24] Group 7: Aerospace Industry - The commercial aerospace sector is anticipated to reach a turning point with increased satellite launches and the development of reusable rockets, which are critical for the growth of satellite internet [29][30] - Companies like Blue Arrow Aerospace and Tianbing Technology are making significant advancements in rocket technology, with planned launches that could enhance China's capabilities in commercial space [30][31]