9月19日，首届"湘智兴湘"大会在长沙开幕。省委书记沈晓明出席，省委副书记、省长毛伟明致辞，省政协主席毛万春，省委副书记、岳阳市委书记 谢卫江出席。 9月19日，首届"湘智兴湘"大会在长沙开幕。 毛伟明致辞。 会上，诺贝尔奖获得者等嘉宾代表发言。大会发布了湖南省重点科技人才需求，共计275项，需引进各类高层次人才1500余人，需求产业涵盖新一代 信息技术、先进制造、人工智能、新材料、生命健康、新能源、空天科技等领域。大会现场还发布了湖南省常用科技人才政策清单，推介了长沙建设全球 研发中心城市，并举行了院士工作站、重要人才团队、重大科研合作项目等签约仪式。 省领导吴桂英、隋忠诚、刘红兵、郭灵计、乌兰、曹志强、陈竞，有关院士专家，知名高校、企业及港澳台优秀人才代表，科技部、农业农村部有关 负责同志出席。 深入推进"湘智兴湘"行动是省委、省政府作出的重要决策部署，旨在引进培养高层次人才，着力打造国家重要人才中心和创新高地，为加快实现"三 高四新"美好蓝图提供人才支撑。本届大会以"智汇潇湘 湘智兴湘"为主题，包括主场活动、7场重点专场活动以及系列学术交流、产学研对接等配套活 动，将搭建人才交流平台，推动科技创新合作， ...

Core Insights - The Chinese government is focusing on strengthening key core technology breakthroughs and their application during the 14th Five-Year Plan period, aiming to lead the development of new productivity through technological innovation [1] Group 1: Empowering Traditional Industries - China is accelerating key technology breakthroughs in high-end equipment and advanced manufacturing, promoting the transformation of traditional industries towards high-end, intelligent, and green development [3] - The "Jinghua" 16.07-meter ultra-large diameter shield machine has set a new record by tunneling 542 meters in a single month and has been successfully applied in projects without disturbing surface buildings [3] - The domestically designed and built "Dream" deep-sea drilling vessel has been officially commissioned, featuring an internationally leading drilling system with a maximum drilling depth of 11,000 meters [3] - The number of "lighthouse factories" in China, which utilize AI, IoT, and big data technologies, ranks first globally, accounting for over 40% of the total [3] - A large-scale application of a leading international large-scale open-pit mining robot transportation and unloading system has been achieved, with a total of 3,000 units deployed across individual mines [3] Group 2: Supporting Emerging Industries - China is deepening the integration of technology and industry innovation, achieving significant breakthroughs in new-generation information technology and renewable energy [4] - Approximately 4.6 million 5G base stations have been built in China, maintaining a global lead in technology and user numbers, facilitating digital upgrades across various industries [4] - The country has continuously broken world records for the efficiency of photovoltaic silicon batteries, with new installations of solar and wind power exceeding 100 million kilowatts for four consecutive years [4] - Cumulative sales of new energy vehicles in China have surpassed 40 million, maintaining the world's highest production and sales for ten consecutive years [4] Group 3: Laying the Foundation for Future Industries - China is proactively laying out advanced technologies such as artificial intelligence and brain-computer interfaces to create new advantages [5] - Multiple general-purpose large models in the AI field have emerged domestically, with some achieving accuracy rates exceeding 95%, creating over a hundred benchmark application scenarios [5] - Breakthroughs in humanoid robot technology, including multi-modal perception and brain-cerebellum models, are promoting the accelerated application of humanoid robots in automotive manufacturing, logistics, and power inspection [5] - Brain-computer interface technologies have enabled paraplegic patients to stand and walk, and have restored light perception in blind individuals [5]

当冰冷的生产线遇上鲜活的文旅体验，会碰撞出怎样的精彩？在金湖县全力推进"旅游＋"产业融合发展 的浪潮中，西派集团工业旅游区给出了生动答案。这里打破"工厂"与"景点"的边界，让硬核工业与柔软 文旅深度交融，不仅于2023年11月成功创成江苏省工业旅游区，更成为金湖全域旅游版图中极具辨识度 的新亮点，为工业旅游发展探索出一条特色路径。 近年来，金湖县聚焦旅游资源深挖与产业融合创新，将"工业＋旅游"作为重点方向，力求通过"生产线 变游线、厂房变景点"的模式创新，延伸产业链条、丰富旅游体验。而西派集团能在这一领域快速突 围，首先得益于其深厚的先进制造业"家底"——作为国家高新技术企业、专精特新"小巨人"企业，集团 还拥有江苏省智能制造示范车间、江苏省五星上云企业、江苏省互联网标杆工厂等多张"含金量"十足的 名片。坚实的产业基础，为工业旅游的打造提供了独一无二的"硬核"内核，让游客得以近距离感受现代 制造业的科技魅力。 而真正让游客"留下来、有回味"的，是景区打造的多元沉浸式体验。专属机器人导游"派派"化身旅途伙 伴，带领游客打卡各个特色点位，用趣味讲解消解工业知识的枯燥；针对不同群体需求，景区还定制了 科技体验、科普 ...

Core Viewpoint - The current stock market rally is primarily driven by capital inflow and valuation enhancement due to declining interest rates, with a notable increase in personal investor participation [3][10][27]. Group 1: Market Dynamics - The recent stock market increase has seen a rise of over 1000 points, yet the overall market valuation remains reasonable without signs of a bubble [3][10]. - A-shares financing balance has surpassed the peak levels of 2015, but the proportion of financing balance to circulating market value is significantly lower than in 2015, indicating a more stable market environment [3][13]. - The average P/E ratio of the CSI 300 index is around 14 times, compared to 29 times for the S&P 500 and 41 times for the Nasdaq, suggesting that A-shares are still reasonably valued [18][20]. Group 2: Growth and Earnings - The growth potential of the market is contingent on sustained corporate earnings growth, with A-share companies' net profit growth averaging only 2.5% in the first half of 2025 [27]. - The net profit of A-share companies for the first half of 2025 reached 2.99 trillion yuan, marking a 2.5% increase compared to the same period in 2024, with significant growth in sectors like advanced manufacturing and digital economy [25][27]. - The market's rebound is influenced by the decline in deposit rates, which enhances valuations, but long-term bullish trends require continuous earnings growth [27]. Group 3: Policy and Market Sentiment - The Chinese government aims to enhance the attractiveness and inclusivity of the capital market, which is expected to support a stable upward trend in the market [8][9]. - There are numerous policy tools available to support the market, and a cautious optimism is advised as the market is not expected to experience extreme fluctuations [6][42]. - The current market environment differs from previous years, with a shift from an expanding to a contracting balance sheet for households, which limits the potential for excessive market bubbles [5][43]. Group 4: Investment Strategy - The A-share market is characterized by rationality, with significant differentiation in returns among actively managed equity funds, highlighting the importance of underlying asset selection [28]. - A diversified investment strategy across various markets, including A-shares, Hong Kong stocks, bonds, and commodities, is recommended to mitigate risks associated with market volatility [34][37]. - The ongoing advancements in technology, particularly in AI, present significant growth opportunities, but investors should remain cautious and avoid speculative narratives [38][39].

Group 1 - The total R&D investment in 2024 is expected to exceed 3.6 trillion yuan [4] - The R&D intensity reached 2.68% in 2020, surpassing the average level of EU countries [5] - The number of high-tech enterprises has increased by 83% compared to 2020, exceeding 500,000 [14] Group 2 - China ranks first globally in the number of "lighthouse factories," accounting for over 40% [19] - The national comprehensive innovation capability ranking improved from 14th in 2020 to 10th in 2024 [10] - Approximately 4 million base stations have been built, maintaining a global lead in technology and user numbers [22] Group 3 - Cumulative sales of new energy vehicles in China have surpassed 4 million, maintaining the global lead for 10 consecutive years [25] - The domestic brain pacemaker has been fully commercialized, helping over 3,000 Parkinson's disease patients improve motor functions [28] Group 4 - China has achieved significant original results in quantum technology, life sciences, and space science, with basic research funding increasing by over 70% [8]

Group 1 - The Chinese government is focusing on high-quality completion of the "14th Five-Year Plan" by strengthening key core technology breakthroughs and application of results through technological innovation [1] - The country has achieved significant progress in empowering traditional industries to upgrade through technological innovation, particularly in high-end equipment and advanced manufacturing sectors [3] - China leads globally in the number of "lighthouse factories," accounting for over 40% of the total, indicating a strong shift towards intelligent manufacturing [3] Group 2 - In the information sector, approximately 4.6 million 5G base stations have been established in China, showcasing the rapid development of telecommunications infrastructure [3] - The renewable energy sector has seen continuous growth, with new installations of photovoltaic and wind power exceeding 100 million kilowatts for four consecutive years, contributing to global carbon reduction goals [3] - Cumulative sales of new energy vehicles in China have surpassed 40 million, maintaining the world's highest production and sales volume for ten consecutive years [3] Group 3 - In the field of artificial intelligence, several domestic general models have reached international advanced levels, with some achieving accuracy rates exceeding 95% [5] - Breakthroughs in humanoid robotics and key technologies such as multi-modal perception and brain-cerebellum models have laid a solid foundation for the development of a trillion-dollar industry [5] - Brain-computer interface technology has shown promising results, helping paraplegic patients to stand and walk, and blind individuals to regain light perception, indicating advancements in health technology [5]

Group 1 - The ASEAN-China-Japan Supply Chain Connectivity Conference was held in Nanning, Guangxi, focusing on advanced manufacturing, green agriculture, and digital technology [1] - The event was co-hosted by the Ministry of Commerce, the Guangxi Zhuang Autonomous Region government, and the Industrial and Commercial Bank of China, highlighting the role of financial services in facilitating trade [1] - Over 66 online and offline thematic activities were organized, providing connectivity services for more than 2,000 domestic and foreign enterprises [1]

Group 1 - The core viewpoint is that during the "14th Five-Year Plan" period, China has continuously strengthened key core technology breakthroughs and application of results, leading to positive outcomes in technological innovation and new quality productivity development [1] Group 2 - Technological innovation is empowering the transformation and upgrading of traditional industries, with significant advancements in high-end equipment and advanced manufacturing sectors [5] - China has independently developed the "Jinghua" 16.07-meter ultra-large diameter shield machine and designed the first deep-sea drilling ship "Dream" [5] - The number of "lighthouse factories" in China ranks first globally, accounting for over 40% of the total [5] Group 3 - In the information sector, approximately 4.6 million 5G base stations have been established in China [5] - In the renewable energy sector, China has continuously broken world records for the efficiency of photovoltaic silicon batteries, with new installations of solar and wind power exceeding 100 million kilowatts for four consecutive years [5] - Cumulative sales of new energy vehicles in China have surpassed 40 million, maintaining the world's highest production and sales for ten consecutive years [5] Group 4 - China is proactively laying out frontier technologies such as artificial intelligence and brain-computer interfaces to create new advantages and open new tracks for future industries [5] Group 5 - In the field of artificial intelligence, multiple general models have emerged in China that reach international advanced levels, with some models achieving accuracy rates exceeding 95% [8] - Breakthroughs in humanoid robot technology and key technologies such as multi-modal perception and brain-cerebellum models have been achieved, laying a solid foundation for the development of a trillion-level industry [8] Group 6 - In the brain-computer interface field, advancements have enabled paraplegic patients to stand and walk, and blind individuals to regain light perception; domestically produced brain stimulators have achieved full commercialization, becoming a new driving force for high-quality development in population health [8]

Group 1 - The IASP 2025 World Conference was held in Changping District, focusing on "Pursuing Excellence - Innovation Clusters Supporting High-Quality Development" with over 600 attendees including global tech park representatives, experts, and business leaders [3] - IASP is the only global association primarily for science parks, with over 300 members across 80 countries, hosting an annual world conference [3] - The conference duration has been extended to 5 days for the first time, incorporating a new section for Changping Park matchmaking activities and breaking traditional conference organization models [3] Group 2 - Changping District is a key area for Beijing's international sci-tech innovation center, emphasizing technology innovation as a core development strategy [4] - The district has developed three trillion-level industrial clusters in pharmaceuticals, advanced energy, and advanced manufacturing, while also planning for future industries like synthetic biology and robotics [4] - In the first half of this year, Changping's GDP grew by 7.1%, with industrial added value and fixed asset investment leading the city [4]

Group 1 - China leads the world in the number of "lighthouse factories," with 79 out of 189 globally, accounting for approximately 42% [4] - The country has achieved significant advancements in high-end equipment, including the "Jinghua" shield machine and the "Dream" deep-sea drilling vessel, showcasing its innovation capabilities [3][5] - In the field of advanced manufacturing, China has over 460,000 5G base stations, maintaining a global lead in technology and user numbers [3] Group 2 - During the "14th Five-Year Plan" period, China has continuously broken records in the efficiency of photovoltaic silicon batteries and has sold over 40 million new energy vehicles, maintaining the world's highest production and sales for ten consecutive years [5] - The country is making strides in artificial intelligence and brain-computer interface technologies, with domestic models achieving over 95% accuracy and significant advancements in humanoid robots and brain pacemakers [5][6] - The Ministry of Science and Technology plans to enhance original and leading technological breakthroughs and organize foundational research to increase high-quality technological supply [6][7] Group 3 - The next five years are deemed critical for achieving the goal of becoming a technological powerhouse by 2035, with a focus on integrating technological innovation with industrial innovation [6][7] - The establishment of concept verification and pilot testing platforms is emphasized as crucial for enterprise technological innovation, with support from various government departments [7]