新华财经上海8月19日电上海市经济和信息化委员会等三部门19日联合发布《上海市加快推动"AI+制造"发展的实施方案》。其中提出，实施"模塑申城 ·AI+制造"行动，推动人工智能技术与制造业深度融合，加快赋能新型工业化，形成新质生产力。通过三年时间努力，上海市制造业智能化发展水平进一步 提升，在语料、模型、平台、场景等领域形成一批创新成果。推动3000家制造业企业实现智能化应用；打造10个行业标杆模型，形成100个标杆智能产品； 推广100个示范应用场景，建设10个左右"AI+制造"示范工厂；发展5家左右综合集成服务商，培育一批具有竞争力的专业服务商，加快形成制造业智能化发 展生态。 上述方案还强调，聚焦集成电路、电子信息、汽车、高端装备、船舶海工、航空航天、先进材料、钢铁、时尚消费品、医药制造等行业，推动企业创新应用 人工智能技术，打造细分领域行业模型，发展面向特定场景的专用小模型，构建多层次工业模型体系，提升大模型和小模型的协同效率，加快在工业场景中 落地应用。 | 集成电路：推动电子自动化设计（EDA）企业构建智能化设计能力，缩短设计周期，提升芯片性能。围绕芯片制造、封装等环节，推动人工智能技术在计 | ...

Group 1: Market Style Divergence - The current market style divergence is primarily driven by macroeconomic conditions and policy direction, with high dividend sectors like banks and utilities becoming attractive in a declining risk-free interest rate environment [1] - The Hang Seng Technology Index has seen a year-to-date increase of over 20%, driven by new AI regulations and the accelerated return of Chinese concept stocks [1] Group 2: Impact of Fiscal and Monetary Policies on A-shares - The combination of proactive fiscal policy and moderately loose monetary policy has positively influenced the overall valuation and capital flow in A-shares, enhancing investor confidence and increasing the activity of leveraged funds [2] - Industries such as photovoltaics and AI have notably benefited from improved corporate profit expectations due to lower financing costs [2] Group 3: Long-term Market Sentiment from Real Estate and Exports - The stabilization of the real estate market positively impacts stock market sentiment, particularly benefiting banks, home appliances, and building materials sectors [3] - Strong export growth to ASEAN and Africa provides robust support for overall export data, despite uncertainties from US-China trade tensions [3] Group 4: Key Macroeconomic Variables for Growth and Value Style Divergence - Key macroeconomic variables influencing the divergence between growth and value styles include economic growth trends, interest rate changes, policy direction, inflation pressures, and global macro factors like Federal Reserve monetary policy [4] - A stable economic growth phase tends to expand demand in technology innovation sectors, boosting growth stock performance [4] Group 5: Investment Logic of Indices - The CSI Dividend Low Volatility 100 Index is designed to provide continuous cash flow returns with lower volatility, making it suitable for investors seeking stable cash flow [5] - The SSE Sci-Tech Innovation 100 Index focuses on mid-cap hard tech companies, emphasizing sectors like semiconductors and biomedicine, appealing to investors optimistic about domestic technology replacement trends [5] Group 6: Industry Distribution of CSI Dividend Low Volatility 100 Index - The index exhibits a "financial dominance + cyclical support" structure, with approximately 25% in industrials, over 22% in financials, and around 13% in materials [6] - This diversified design retains the advantages of industry dispersion while focusing on high dividend core sectors [6] Group 7: Dividend Asset Yield Advantage - In the current market environment, allocating to dividend low volatility index funds remains a favorable choice, especially as market volatility increases [7] - The supportive policies for dividend assets, such as the new "National Nine Articles" encouraging cash dividends from listed companies, enhance the long-term allocation value of dividend assets [7] Group 8: Core Competitiveness and Growth Potential of SSE Sci-Tech Innovation 100 Index - The core competitiveness of the SSE Sci-Tech Innovation 100 Index lies in its high R&D intensity and balanced coverage of key technology sectors, supported by policy incentives [8] - The index's average R&D intensity exceeds the average of the Sci-Tech Innovation Board, covering critical areas like semiconductors and renewable energy [8] Group 9: Participation Methods for Ordinary Investors - Ordinary investors can participate in the CSI Dividend Low Volatility 100 Index and SSE Sci-Tech Innovation 100 Index through ETFs or ETF-linked funds, with options tailored for different investment strategies [9] - Specific funds like Bosera CSI Dividend Low Volatility 100 ETF and Bosera SSE Sci-Tech Innovation 100 ETF are suitable for investors familiar with market trading rules [9]

Core Insights - The Yangtze River Delta region has demonstrated strong foreign trade performance, with imports and exports reaching 9.59 trillion yuan in the first seven months of the year, a year-on-year increase of 5.4%, accounting for 37.3% of the national total [1] - The region's exports of electromechanical products amounted to 3.64 trillion yuan, growing by 9.4%, with significant increases in electric vehicles, integrated circuits, and high-end equipment [1] - Shanghai continues to play a leading role in the Yangtze River Delta's development, facilitating exports through its port, particularly for vehicles produced in neighboring provinces [1] Trade Partnerships - The ASEAN region has become the largest trading partner for the Yangtze River Delta, with trade reaching 1.51 trillion yuan, a growth of 17.5% [2] - Trade with countries involved in the Belt and Road Initiative reached 4.77 trillion yuan, increasing by 10.3%, while trade with RCEP member countries grew by 8.9% to 3.02 trillion yuan [2] - Exports to African countries also saw a significant rise, reaching 499.47 billion yuan, an increase of 15.2% [2]

记者从上海海关获悉，今年前7个月，长三角地区实现进出口9.59万亿元人民币，同比增长5.4%，占同期全国进出口总值的37.3%，比重较去年同 期提升0.7个百分点。 前7个月，长三角对东盟进出口1.51万亿元，同比增长17.5%；对共建"一带一路"国家进出口4.77万亿元，同比增长10.3%；对《区域全面经济伙伴 关系协定》（RCEP）其他成员国进出口3.02万亿元，同比增长8.9%；对非洲国家进出口4994.7亿元，同比增长15.2%。 在长三角，民营企业外贸"挑大梁"作用凸显。前7个月，长三角民营企业实现进出口5.35万亿元，同比增长9.5%，约占进出口总值的55.8%，较去 年同期提升2.1个百分点。（记者吴宇） 【纠错】 【责任编辑:王頔】 图为长三角地区制造的汽车正在上海外高桥港区码头"排队"等待出口。（上海海关供图） 海关统计显示，前7个月，长三角出口机电产品货值3.64万亿元，同比增长9.4%。电动汽车、高端装备、集成电路产品出口货值同比分别增长 43.9%、10.2%、20.1%。进口方面，前7个月，长三角进口与百姓生活相关的食品、医疗仪器及器械、日化用品货值同比分别增长4.8%、10.1%、 ...

本报讯 （记者吴奕萱）8月14日上午，一年一度"寻找宁波最具投资价值企业"活动圆满收官。 近年来，宁波高度重视新质生产力的培育发展，立足"宁波制造"的雄厚基础，锚定打造"全球智造创新之都"的目标，以科 技创新为引领，积极抢滩布局战略性新兴产业和未来产业，全力培育打造一批一流企业和知名品牌。 本届活动紧扣"科创"主题，锚定"新质生产力"，聚焦高端装备、芯片制造、数字经济、新材料等宁波战略性新兴产业赛 道，通过多维度评审机制，最终选出四大领域"最具投资价值企业TOP5"及"卓越人才""创业先锋""最具潜力企业""最佳组织 方"等荣誉，并揭晓年度"科创之星"。宁波锦辉光学科技股份有限公司从660余家参选企业中脱颖而出，摘得本届"科创之星"桂 冠。 同时，"寻找"系列活动也为优质企业与金融资本搭建了快速高效的交流合作通道，十年来累计为相关企业撮合各类融资近 150亿元。本届"寻找"活动再度汇聚数十家国内顶级投资机构，仪式现场，还举行了签约仪式，多家金融机构为企业提供意向 授信金额超千万。 （编辑 郭之宸） 目前，"寻找"活动已成为宁波资本市场服务中小微企业成长的一张"金名片"，成为宁波企业展示实力、对接资本的重要平 ...

8月初，上海市、江苏省、浙江省、安徽省（以下简称"三省一市"）人大常委会以视频会议形式，共同 召开《关于促进长三角科技创新协同发展的决定》（以下简称《决定》）新闻发布会。这是长三角首部 以协同立法的形式针对科技创新协同发展制定的法规性决定，该《决定》将于今年9月1日起同步施行。 "这一重要立法成果，标志着长三角科技创新协同发展迈入法治化新阶段。"上海市人大常委会法工委副 主任崔凯说，此次协同立法，有利于将实践中行之有效的举措转化为制度安排，进一步破解制约科技创 新协同发展的瓶颈问题，以体制机制创新加快打造长三角科技创新策源地。 《决定》共19条，涉及落实国家战略、培育长三角原始创新能力和发展新动能等内容，明确提出"推动 长三角在科技强国建设中发挥战略支柱作用，成为国际创新网络的重要枢纽、全球科技创新高地"。 共建重大科技基础设施 在三省一市共同打造的长三角科技资源共享服务平台上，总价值超过610亿元的28个大科学装置、5.1万 台（套）大型科学仪器面向社会开放。 "我们以'科技资源+科技服务+科技政策'融通为目标，推动资源从'可看'到'可用'升级。"上海市研发公 共服务平台发展部部长徐旻昕介绍，三省一市通过这 ...

万人有效发明专利拥有量达到36件，研究与试验发展（R&D）经费支出占GDP比重达到2.67%，新 增高新技术企业900家、省级以上研发机构20家，新增国际、国家标准23项，技术合同成交额突破400亿 元……3月1日，记者从济南市2022年全市科技工作会议上获悉，今年全市科技系统将全面打造"科创济 南"，争创综合性国家科学中心，在新时代社会主义现代化强省会建设新征程中展现更大作为、作出更 大贡献。 打造区域性科创高地 全市技术合同成交额473.48亿元，位居全省第一；新增高新技术企业1368家，居全省第一，总数达4397 家；泉城、微生态生物医学、粒子科学与应用技术等3家山东省实验室获省政府批复组建，获批数量居 全省第一；省级以上重点实验室总数达107家，数量居全省第一；由济南市领军企业、新型研发机构承 担省重大科技创新工程项目17个，数量居全省首位……2021年是"科创济南"建设工作的落实年，济南拿 下多个"全省第一"。 2021年，济南积极打造区域性科创高地，与中科院大气物理研究所共建"碳中和北方中心"，落地济南 的"中科系"院所已达15家；国家超级计算济南中心通用超级计算平台高性能计算系统、云计算系统、智 ...

Group 1 - The annual event "Finding the Most Investable Enterprises in Ningbo" concluded successfully, highlighting the importance of nurturing new productive forces and aiming to establish Ningbo as a global hub for intelligent manufacturing innovation [1] - The event serves as a significant platform for showcasing the strength of Ningbo enterprises, connecting them with capital, and promoting innovation and transformation [1] - Since its establishment in 2016, the Ningbo Equity Exchange Center has developed a comprehensive incubation system for small and medium-sized enterprises, discovering and nurturing nearly 300 quality innovative companies [1] Group 2 - This year's event focused on the theme of "scientific and technological innovation," targeting strategic emerging industries such as high-end equipment, chip manufacturing, digital economy, and new materials [2] - The event recognized top enterprises in various categories, with Ningbo Jinhui Optical Technology Co., Ltd. winning the "Science and Technology Innovation Star" award among over 660 participating companies [2] - Over the past decade, the event has facilitated nearly 15 billion yuan in financing for award-winning companies, creating efficient communication channels between quality enterprises and financial capital [2] Group 3 - The event featured a keynote speech by Professor Liu Jianjun, providing insights into the development strategies of entrepreneurial enterprises, which resonated well with the audience [3] - The successful hosting of the event reflects the proactive role of the Ningbo Equity Exchange Center in discovering and nurturing innovative enterprises, optimizing the regional business environment [3] - The event aims to create a high-quality platform for deep integration between scientific and technological enterprises and the capital market, driving Ningbo's advancement in the new technological revolution and industrial transformation [3]

电动汽车、高端装备、集成电路产品出口同比分别增长43.9%、10.2%、20.1%。 作为全国外贸的"压舱石"，长三角外贸规模创历史新高。 据上海海关统计，今年前7个月，长三角地区进出口9.59万亿元，同比增长5.4%，占同期全国进出口总值的37.3%，比重较去年同期提升0.7个百分点。 电动汽车、高端装备等大幅增长 从品类看，机电产品继续保持出口"主力军"地位。 前7个月，长三角地区出口机电产品3.64万亿元，同比增长9.4%。电动汽车、高端装备、集成电路产品出口同比分别增长43.9%、10.2%、20.1%。 面对不确定性加剧的国际环境，三省一市的机电出口均强势拉动了各自的出口增长。 前7个月江苏省出口机电产品1.52万亿元，增长10.7%，拉动全省出口增长7.3个百分点，占全省出口总值的69%。其中，电工器材、船舶出口分别增长 21.3%、32.1%，"新三样"产品出口增长7.1%，钢材增长32.1%。 对这些地区出口占比提升 面对关税战的挑战，长三角区域多元稳定的经贸关系不断拓展。 同期，安徽省出口机电产品2601.5亿元，增长16.2%，占全省出口总值的71.3%。其中，汽车（含底盘）增长18.9% ...

哈尔滨是新中国最早建立的重工业基地之一。党的十八大以来，哈尔滨在加快传统产业转型升级的同时，推动科技创新与产业创新深 度融合，以航空航天、生物制造两个国家级产业集群建设为牵动，培育壮大生物制造、高端装备、新能源等战略性新兴产业。 央视网消息（新闻联播）：抗日战争时期，黑龙江哈尔滨是东北抗日联军的主要活动区域，为抗战胜利作出了重要历史贡献。如今， 哈尔滨正加快培育壮大新质生产力，大力发展特色文旅产业，不断提升城市吸引力、竞争力。 位于哈尔滨南岗区的这栋平房，是中共满洲省委机关旧址。1927年至1936年，中共满洲省委是中国共产党在东北设立的最高领导机 构，其积极领导东北抗日游击战争，组织了党独立领导的抗日武装，给日伪殖民统治以沉重打击。 松花江畔游人如织。近年来，哈尔滨深挖特色地域文化、创新打造文旅产品，推动特色文旅由"一地一季"向"全域全季"转变。2024 年，全市接待游客1.79亿人次，旅游收入2314.2亿元，分别增长32.2%、36.7%。 如今，哈尔滨正加速构建现代产业体系，巩固装备制造、绿色食品等传统优势产业，全力培育冰雪经济、数字经济、生物经济等新增 长极。 ...