Group 1 - The core viewpoint of the news is the implementation of the "Artificial Intelligence + Manufacturing" special action plan by eight departments, aiming for significant advancements in AI technology and its application in the manufacturing sector by 2027 [1] - By 2027, China aims to achieve a secure and reliable supply of key AI core technologies, maintaining a leading position in industry scale and empowerment levels globally [1] - The plan includes the deep application of 3-5 general large models in manufacturing, the creation of 100 high-quality industrial data sets, and the promotion of 500 typical application scenarios [1] Group 2 - The initiative supports breakthroughs in high-end training chips, edge inference chips, and other key core technologies to enhance AI computing power supply [2] - It emphasizes the development of intelligent chip hardware and software, and the establishment of a national integrated computing network monitoring and scheduling platform [2] - The plan aims to improve the supply capacity of intelligent computing resources through the deployment of edge computing servers and industrial cloud computing [2] Group 3 - The focus is on promoting lightweight model deployment and accelerating the application of AI in industrial scenarios [3] - It supports the innovation of model training and inference methods, developing high-performance algorithm models tailored to the real-time, reliability, and safety characteristics of the manufacturing industry [3] - The initiative encourages the integration of AI technology into major equipment manufacturing, such as large aircraft and ships, and the development of intelligent low-altitude equipment like drones [3] Group 4 - The plan aims to accelerate the industrialization and commercialization of new terminals such as AR/VR wearable devices and brain-computer interfaces, focusing on key scenarios like industrial inspection and remote medical care [3] - It supports breakthroughs in edge models and application toolchains, fostering the development of AI terminals like smartphones, computers, and smart home devices [3] - The initiative promotes the innovation of embodied intelligent products and the establishment of humanoid robot pilot bases and training grounds [3]

Core Insights - The strategic cooperation between Xinyi Chang and Tangyuan Electric marks a significant step towards the practical implementation of embodied intelligence technology in key sectors [1] - Embodied intelligence is recognized as a core engine for high-quality development in the artificial intelligence industry, with government policies emphasizing its importance in the 14th Five-Year Plan [1] - The collaboration aims to leverage Xinyi Chang's precision manufacturing capabilities and Tangyuan Electric's resources in rail transit to create a complementary advantage [1] Company Collaboration - The partnership facilitates the entire "perception-decision-execution" chain of embodied intelligence, accelerating breakthroughs in rail transit and smart manufacturing [2] - The establishment of a joint research institute serves as a model for industry collaborative innovation [2] - Future efforts will focus on "joint technology research, co-creation of scenarios, and shared industrial prosperity" to address industry challenges and promote the commercialization of embodied intelligence [2]

Group 1 - The core message of the news is the emphasis on restoring and enhancing the cooperative relationship between China and South Korea, particularly in the context of economic and technological collaboration [1][2]. - The visit of South Korean President Lee Jae-myung to China marks a significant step towards repairing bilateral relations, with a focus on supply chain cooperation and digital economy to alleviate economic pressures [2][4]. - The two countries have signed 15 cooperation documents in various fields, including technology innovation and economic cooperation, indicating a deepening of mutual interests [2]. Group 2 - China has become South Korea's largest trading partner, with projected trade volume for 2024 estimated at $328.08 billion, reflecting a year-on-year increase of 5.6% [2]. - The trade relationship has evolved from a division of labor to a competitive phase, with trade volume from January to August 2025 showing a slight decline of 0.1% year-on-year, totaling $212.26 billion [2]. - Cultural exchanges are also being prioritized, with plans for visa exemptions for tourists between the two countries, indicating a broader strategy for enhancing bilateral ties [3].

Core Viewpoint - The global economy is expected to show moderate recovery in 2026, supported by ample liquidity and a gradual recovery in inventory and profit cycles, shifting the market narrative from valuation recovery to profit support [1][30]. Group 1: Overseas Macro - The global economy will continue to recover, with K-shaped economic characteristics persisting but narrowing. Major economies are projected to have varied GDP growth rates: the US at 2.4%, Eurozone at 1.0%, Japan at 0.8%, and emerging markets at 4.2% [2][30]. - Global inflation is on a downward trend, with expectations that the Federal Reserve may cut interest rates 2-3 times in 2026, leading to a decrease in short-term rates [31][30]. Group 2: Domestic Macro - Fiscal policies are expected to drive investment recovery in major economic provinces, with a focus on infrastructure, manufacturing recovery, and a narrowing decline in real estate sales and investment [8][35]. - The Producer Price Index (PPI) is anticipated to rise initially before stabilizing, while the Consumer Price Index (CPI) may see moderate increases. The profit cycle is gradually recovering, with improvements expected in various sectors [9][35]. Group 3: Liquidity Environment - A clear trend of global liquidity easing is established, with the Federal Reserve leading improvements in overseas liquidity. Domestic monetary policy is expected to align with fiscal measures, potentially leading to interest rate cuts [12][38]. - The supply of funds is likely to be dominated by institutional capital, with private equity funds potentially driving high-net-worth individuals back into equity allocations [14][38]. Group 4: Strategic Allocation Directions - The market is expected to shift from valuation recovery to profit-driven dynamics in 2026, with Chinese assets still having room for valuation recovery [41][42]. - Key sectors to focus on include technology and advanced manufacturing, traditional export chains, and industries with increasing overseas revenue proportions [42][45]. - Future industry themes may include smart manufacturing, next-generation communications, advanced materials, and future energy solutions [47].

Core Insights - Guangzhou's Human Resources and Social Security Bureau has released the "Guangzhou Enterprise Urgently Needed Occupation Subsidy Directory (2025)" to support the city's "Manufacturing City" strategy and the construction of the "12218" modern industrial system [1] Group 1: Key Occupations Identified - The directory identifies 84 urgently needed occupations focusing on intelligent, digital, and green development, reflecting a clear path for industrial transformation in Guangzhou [2] - The demand for skilled workers in intelligent manufacturing is the highest, with 47 out of the 84 occupations related to production and manufacturing, indicating a significant need for technical workers capable of operating and maintaining advanced equipment [2] - Emerging digital and green occupations are also highlighted, including roles such as artificial intelligence trainers and automotive parts remanufacturing workers, showcasing the rise of new economic drivers [2] Group 2: Skills Development Focus - The 2025 version of the directory adds 29 new occupations, including 16 in production manufacturing and 13 in modern services, while removing 12 occupations with saturated market demand, optimizing training resource allocation [3] - The total number of skilled workers in Guangzhou has reached 4.22 million, with a target of exceeding 4.6 million by 2027, aiming for 40% to be high-skilled [3] - The directory serves as a "guiding signal" for skill training, encouraging collaboration between educational institutions and enterprises to address talent shortages [3] Group 3: Policy Incentives - The directory links to tangible policy incentives, allowing for a 30% increase in training subsidies for workers obtaining high-level vocational skill certificates in listed occupations [3] - Companies engaging in new apprenticeship training can also benefit from corresponding support policies, enhancing the overall training ecosystem [3] Group 4: Future Directions - The Human Resources and Social Security Bureau plans to create a dynamic monitoring ecosystem for industrial skill talent, aiming to develop a demand-driven talent cultivation and evaluation system to support high-quality development in Guangzhou [4]

1月6日，河南省政府新闻办召开新闻发布会，介绍这一揽子"真金白银"举措的具体内容和有关情况。省 发展改革委党组书记、主任马健表示，推动科技创新产业创新深度融合，发布20项左右"揭榜挂帅"榜 单，启动200项以上重点研发项目，力争技术合同成交额达650亿元。提速重大工业项目建设，开工建设 海康威视智能制造（郑州）基地等51个10亿元以上重大项目，加快推进48个10亿元以上增资扩产项目， 力争实施工业技改项目1600个以上、完成投资400亿元以上。深入实施"人工智能+"行动，支持建设一批 行业大模型、语料库和重大应用场景，启动建设人工智能创新生态社区。 ...

本报记者 林小艺 威海市副市长张善东说，威海协同推进降碳、减污、扩绿、增长，加力推动能源转型，目前世界首座具 有四代核电特征的高温气冷堆投入商运，国内单体最大的平价海上风电项目"乘风起势"，全省首个"源 网荷储"一体化项目建成运营，绿色低碳成为威海精致城市建设的鲜明底色。 制造业重镇佛山的转型实践同样亮眼。作为全国唯一制造业转型升级综合改革试点城市，佛山以财政资 金撬动社会资本近4000亿元投入技术改造，推动78.7%规上工业企业完成数字化转型。佛山市投资促进 局副局长梁朝晖给出了一组亮眼数据："现在全国每14台工业机器人就有1台是佛山生产。" 正确处理政府和市场关系，做到"放得活"与"管得好"有机统一，是激发市场活力、保障高质量发展的关 键。参会各地城市立足自身发展实际，通过制度创新、流程优化、要素保障等多重举措，厚植经营主体 发展土壤。 内蒙古自治区鄂尔多斯市作为国家重要能源基地，是一座古韵与新潮交融的转型之城。鄂尔多斯市经济 合作服务中心主任苏俊杰说，鄂尔多斯倾力打造政策最贴心、办事最省心、投资最安心、服务最暖心、 生活最舒心的"暖城五心"营商环境品牌。以制度创新为引领，建立健全任务推动、政企互动、督导 ...

工信部装备中心表示，将紧扣打造智能制造"升级版"的现实需求，进一步深入智能制造战略引领，强化 决策支撑，优化行业服务，共同推动"十五五"智能制造事业迈上新台阶。 中化新网讯近日，工信部装备工业发展中心(以下简称装备中心)主办的2025智能制造创新发展论坛在江 苏省苏州市太仓市举办。会议以"谋篇'十五五'智能制造前瞻展望"为主题，为我国智能制造事业迈上新 台阶凝聚共识、擘画路径。 人工智能赋能产业变革成为此次论坛共识。国家智能制造专家委员会委员、石化盈科信息技术公司原高 级副总裁蒋白桦提出，人工智能的迭代升级将彻底颠覆工业企业的传统生产模式、管理方式与商业范 式。他建议企业未雨绸缪，以战略的眼界审时度势做好布局，持之以恒推动AI与业务深度融合，打造 安全、高效、绿色、可持续发展的领航工厂，在全球范围内引领行业发展潮流。 聚焦技术攻坚与体系构建，多位专家从细分领域给出精准建言。国家智能制造专家委员会委员、南京航 空航天大学机电学院副院长汪俊认为，智能检测是实现质量数据闭环、驱动生产精准优化的关键技术， 面对新型航空装备高质量制造与快速研制批产需求，行业急需加快研制航空航天智能检测装备、智能检 测分析工业软件等，以 ...

Group 1: Government Initiatives and Innovations - The government report highlights the launch of the world's first Beidou high-precision chip and the fastest magnetic levitation technology, showcasing advancements in various fields [1] - The report emphasizes the establishment of "Wan Zhao Pioneer" cities, aiming to enhance high-performance computing capacity by over 2500P, which is crucial for future industrial ecosystems [5] - The construction of facilities like the magnetic confinement deuterium-deuterium fusion neutron source is accelerated, representing a significant step towards sustainable energy solutions [8] Group 2: Smart Manufacturing and Industry Leadership - Two companies, Wuhan Changfei Optical Fiber and Cable Co., Ltd. and Wuhan BOE Optoelectronics Technology Co., Ltd., have been recognized as the first batch of national leading smart factories, marking Wuhan's leadership in intelligent manufacturing [4] - The concept of "root technology, root enterprises, and root industries" is introduced, focusing on fostering innovation and long-term growth within the local ecosystem [10] - The establishment of "Silicon Alleys" aims to create innovation clusters that facilitate the transformation of technological achievements into market applications, enhancing the local entrepreneurial environment [9] Group 3: Future Technologies and Research - The government report outlines a strategic focus on emerging industries such as embodied intelligence, future displays, 6G, synthetic biology, quantum technology, brain-machine interfaces, hydrogen energy, and nuclear fusion [3] - The emphasis on building a robust computing infrastructure is seen as essential for meeting the increasing demands of artificial intelligence across various sectors [7]

锐始者必图其终，成功者先计于始。 在全省上下吹响奋进"十五五"新征程号角之际，省政府办公厅印发《推动2026年第一季度经济发展实现 良好开局若干政策措施》，围绕扩需求、优供给、增动能、惠民生、防风险等，谋划推出了一系列政策 措施。1月6日，省政府新闻办召开新闻发布会，介绍这一揽子"真金白银"举措的具体内容和有关情况， 并回答记者提问。 内需潜力有效释放、产业体系优化升级、融入服务全国统一大市场成效显著、改革开放走深走实、民生 福祉不断增进、治理效能全面提升……省发展改革委党组书记、主任马健在会上表示，2025年，全省上 下聚焦"1+2+4+N"目标任务体系，坚持抓扭提用力、逆跨顺用策、准实效用心，着力稳就业、稳企业、 稳市场、稳预期，推动经济运行呈现稳中向好、趋新向优、韧性增强的良好态势，总体彰显"稳、进、 畅、好"的突出特点。 千方百计挖潜力、促消费。我省将积极适应消费结构变化，持续挖掘培育消费新增长点，把巨大的消费 潜力充分释放出来。开展系列促消费活动，发放2亿元省级消费券，支持各地组织200场以上住房促销活 动。大力培育消费新增长点，加力实施服务业新供给培育工程，在养老、托育、家政、餐饮、康养等领 域打 ...