Group 1 - The core viewpoint of the article is the introduction of 9 new "Bay Area Standards" aimed at enhancing the "soft connectivity" of the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 2 - The first category focuses on technological innovation and cutting-edge technologies in the Bay Area, including standards for color tone value calculation in printing processes, lightning protection for integrated structures, and planning and design specifications for information and communication infrastructure [1] Group 3 - The second category emphasizes cross-border governance and business cooperation among the three regions, featuring standards for cross-border identity authentication, jewelry retail operations, and environmental benefit disclosure for green bonds [1] Group 4 - The third category highlights the unique cultural customs of the Bay Area, with standards for famous dishes such as fish balls and ginger vinegar eggs, as well as traceability guidelines for imported fish glue, which is popular among residents [1] - The development of these "Bay Area Standards" is expected to aid in the preservation and inheritance of traditional culinary culture while promoting its industrialization and marketization [1]

Group 1: China's Technological Advancements - China has made significant strides in technology innovation during the "14th Five-Year Plan" period, becoming a major global technology power [1] - The country ranks 11th in the 2024 Global Innovation Index, marking the fastest rise in innovation capability among major economies in the past decade [2] - China leads the world with 26 global top 100 technology innovation clusters, an increase from 24 the previous year [2] Group 2: Research and Development Investment - In 2024, China's R&D expenditure reached 3.61 trillion yuan, a year-on-year increase of 8.3%, with an R&D intensity of 2.68% [3] - The number of invention patents granted in 2024 was 1.045 million, a 13.5% increase, marking a historic milestone of surpassing one million [3] - The total effective invention patents in China reached 4.682 million by the end of 2024, reflecting a growth of 1.12 times since the end of 2020 [3] Group 3: 5G Technology Leadership - China holds over 42% of the global essential patents for 5G technology, showcasing its leadership in this field [4] - By the end of 2024, China had built 4.251 million 5G base stations, accounting for 33.6% of all mobile phone base stations [4] - The country is also advancing towards 6G technology, with over 50 research outcomes published under the IMT-2030 (6G) initiative [4] Group 4: Manufacturing and Smart Manufacturing - China's manufacturing sector remains the largest globally, with an industrial added value of 40.5 trillion yuan in 2024 [6] - The number of national-level manufacturing clusters reached 80 in 2024, achieving full coverage of key industrial chains [6] - China leads the world with 78 "lighthouse factories," which exemplify the highest level of smart manufacturing [6][7] Group 5: Artificial Intelligence Development - China accounted for 61.5% of the 45,000 newly disclosed generative AI patents globally in 2024 [8] - The country is implementing an "AI+" strategy, investing in computing infrastructure to meet growing demands [8] - The AI industry in China is projected to grow from 398.5 billion yuan in 2025 to 1.7295 trillion yuan by 2035, with a compound annual growth rate of 15.6% [8] Group 6: Overall Impact on Global Technology - China's technological achievements in various fields contribute significantly to high-quality economic development and enhance national competitiveness [9] - The country aims to continue its innovation-driven development strategy, striving for higher goals and creating more achievements in technology [9]

1 证券代码：002093 证券简称：国脉科技 国脉科技股份有限公司 投资者关系活动记录表 编号：2025-009 | | 特定对象调研 □分析师会议  | | --- | --- | | 投资者关系活动 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 活动参与人员 | 华安基金管理有限公司基金投资部雷蒙先生 国信证券计算机研究员云梦泽先生、库宏垚先生 | | | 国脉科技董事长陈维先生 | | | 国脉科技董事会秘书张文斌先生 | | 时间 | 2025 年 5 月 20 日（星期二） | | 地点 | 腾讯会议 | | 形式 | 线上交流 | | 交流内容及具体 | 本文中所涉及的未来计划、发展战略等前瞻性描述不 构成公司对投资者的实质承诺，敬请投资者注意投资风险。 | | | 1、本季度的 AI 智能体发布会上会有哪些内容？ | | | 答：本季度的发布会将重点呈现我司居家养老 智能体 AI | | 问答记录 | 的实操演示、创新养老模式的深度解析，以及主动精准健 | | | 康管理的研发进展。更多 ...

瞄准技术经理人这支专业队伍，南京则制定实施7条措施，全面提升转移转化水平。除加强专业能 力培训，打造专兼结合队伍外，南京将成立重点产业概念验证基金、成果转化基金。对技术经理人推 荐、基金跟投项目，给予最高1%收益奖励。同时，成立市技术经理人协会，完善评价认定机制，鼓励 技术经理人申报评定职称，符合条件的纳入我市高层次人才支持计划。 人工智能产业人才基金、科技人才成果转化基金同步揭牌。前者规模1亿元，聚焦驻宁高校人工智 能方向的成果转化项目，主要投资项目种子轮和天使轮；后者规模2亿元，主要围绕驻区高校、人才企 业等科技成果转化项目进行专项投资，目前已与东南大学、南京航空航天大学等7所重点高校对接。 开幕式还举行了省信息通信特色产业人才集聚区揭牌仪式，集聚区将以紫金山科技城为核心，围绕 先进通信、未来网络、人工智能等重点方向，一体布局平台、资金、基地、项目和政策。 信息通信、生物医药产业科技镇长团同步揭牌。科技镇长团是我省推动创新资源向一线集聚的干部 人才挂职交流机制。今年，将优化调整新一批团组设置，为全国高校区域技术转移转化中心的南京生物 医药分中心、南京信息通信分中心单独设立信息通信和生物医药产业2个科技镇长 ...

Core Viewpoint - The implementation of 5G-A technology in various sectors, particularly in maritime and manufacturing, is driving significant advancements in efficiency, sustainability, and innovation in the economy, particularly in Shandong province and Qingdao city [3][4][16]. Group 1: Maritime Industry - The deployment of 5G-A technology at Dongjiakou Port enables real-time monitoring of vessel movements and enhances maritime management capabilities [3]. - Future applications of 5G-A in maritime sectors include water quality monitoring, smart channel management, ecological protection, and emergency rescue, potentially leading to new business models and industries [3][4]. Group 2: Manufacturing Sector - Haier's new factory, the "Interconnected Refrigerator Factory," represents a significant investment of 13 billion yuan and aims to produce millions of high-end refrigerators using 5G technology for enhanced operational efficiency [5][9]. - Qingdao Zhongjiate Electric's smart factory project utilizes 5G and edge computing to integrate digital transformation in manufacturing, achieving deep integration of IT and operational technology [10][14]. - The establishment of a "5G + Industrial Internet" tire smart factory by Qingdao Telecom demonstrates the application of smart manufacturing technologies to improve production efficiency and lifecycle management of products [15]. Group 3: Economic Impact - Shandong's GDP reached 23,466 billion yuan in Q1 2025, with a year-on-year growth of 6.0%, driven by strong performance in the manufacturing sector [4]. - The industrial value added in Shandong increased by 8.2% year-on-year, surpassing the national average, indicating robust industrial growth [4]. Group 4: Future Prospects - The ongoing advancements in 5G and related technologies are expected to foster new production capabilities and drive the digital transformation of industries in Shandong and Qingdao [16]. - The region aims to enhance its competitive edge in the digital economy by investing in 5G technology and fostering collaboration between government and enterprises [16].

Core Viewpoint - The article emphasizes the importance of transitioning to a consumption-driven economy in China, highlighting the need for sustainable income growth, diverse consumer choices, and strong consumer confidence to achieve high-quality economic development [3][4][5]. Group 1: Consumption Demand and Supply - Consumption demand is driven by individual choices and purchasing power, which are linked to stable income levels. Short-term stimulus policies may only provide temporary relief without lasting improvements in purchasing power [4][5]. - The shift in consumption patterns indicates a move from goods to services, with service consumption projected to account for 46.1% of per capita consumption expenditure by 2024, aligning with international trends [6][11]. Group 2: Government Role and Policy Recommendations - The government can enhance consumer choices by improving the institutional environment and optimizing the supply of goods and services. Employment-focused macro policies are essential for increasing disposable income and stabilizing consumer expectations [5][8]. - Strategies should include deregulation, expanding service supply, and reducing macro tax burdens to invest more in human capital, which is crucial for stabilizing consumption and achieving consumption upgrades [5][7]. Group 3: Enhancing Consumer Confidence and Income - The net wealth flow and disposable income of residents are influenced by initial and secondary distribution of national wealth, with a focus on reducing the macro tax burden to enhance consumer purchasing power [8][9]. - Addressing residents' debt and interest payments through multi-channel policies can significantly improve long-term consumption capacity [9]. Group 4: Investment in Human Capital - Social investment aimed at enhancing human capital is critical for economic growth and social progress. This includes investments in education, healthcare, and community development, which are essential for fostering new consumption patterns [10][11]. - The transition from material to human investment is necessary to support the growth of a consumption-oriented society, emphasizing the importance of continuous skill training and education for workers [10][11].

Group 1: Core Insights on New Quality Productive Forces - The development of new quality productive forces is being driven by technological innovation, showcasing significant high-quality development outcomes across various regions [1][2] - Key trends include the acceleration of traditional industry upgrades through technological empowerment, strong growth in emerging and future industries, and enhanced innovation capabilities among enterprises [1] - Challenges such as insufficient originality and a mismatch between talent training structures and industry needs have been identified, necessitating targeted recommendations [1] Group 2: Recommendations for Enhancing Technological Innovation - A call for the development of major application scenarios to support new quality productive forces, particularly in artificial intelligence and low-altitude economy sectors [1] - Emphasis on strengthening the role of enterprises in major technological tasks and increasing their involvement in project leadership and evaluation processes [1] - The establishment of a talent cultivation system that aligns with the needs of cutting-edge technology development and national strategic requirements [2] Group 3: Advancements in Artificial Intelligence and Open Source Innovation - Recommendations to accelerate the integration of artificial intelligence in scientific research, focusing on key fields such as chemistry, high-energy physics, and biotechnology [3] - The promotion of open-source innovation through support for native Chinese open-source projects and the establishment of sustainable funding mechanisms for open-source communities [4][5] Group 4: Enhancing National Strategic Technological Forces - The importance of leveraging national strategic technological forces to foster deep integration of technological and industrial innovation, enhancing economic and national competitiveness [6][7] - Suggestions to build a robust research team capable of bridging the gap between academic research and practical application, thereby facilitating the transformation of technological achievements into industrial applications [6][7] Group 5: Safety and Innovation in New Quality Productive Forces - The need for a dual focus on innovation and safety, particularly in critical sectors such as finance and healthcare, to ensure the secure application of AI technologies [8] - Recommendations for establishing minimum safety investment standards for key units and enhancing financial support mechanisms for technological innovation [8] Group 6: Strengthening Basic Research and Talent Development - A call for improved organization and collaboration in basic research to meet national strategic needs, emphasizing the role of various stakeholders including government, universities, and enterprises [9][10] - The establishment of a coordinated mechanism for education and technology talent development, ensuring alignment with the evolving demands of new quality productive forces [20][21] Group 7: Promoting Low-altitude Economy and Cross-industry Integration - The low-altitude economy is recognized as a vibrant sector with significant potential, necessitating reforms in airspace management and infrastructure development [11] - Encouragement for cross-industry integration, particularly between the automotive and information sectors, to enhance the digitalization and safety of vehicles [18][19] Group 8: Financial Innovations Supporting Technological Development - Recommendations for commercial banks to innovate financial products and services tailored to technology enterprises, enhancing their digital capabilities and risk management [16][17] - The establishment of collaborative platforms among government, universities, and investment institutions to support technology financing and risk compensation [17]

"'聚是一团火'，通过人才和技术的集聚，攻克关键核心难题，形成核心技术底座；'散是满天星'， 发挥国家战略科技力量的发散作用，将先进技术如同'蒲公英种子'播撒至千行百业，形成新的技术增长 点和产业爆发点。" 在全国政协13日召开的"以科技创新引领新质生产力发展"专题协商会上，全国政协委员、中国科学 院院士乔红以鲜活的比喻，生动阐释如何进一步发挥国家战略科技力量的聚散协同效能。 科技创新是促进生产力发展的关键变量，是发展新质生产力的核心要素。 从充分发挥新型举国体制优势，打好关键核心技术攻坚战，到扎实推动科技创新和产业创新深度融 合，助力发展新质生产力，再到一体推进教育科技人才事业发展，构筑人才竞争优势，专题协商会上， 多位全国政协委员和专家聚焦科技创新与新质生产力发展深入协商、务实建言，为以高质量发展推进中 国式现代化贡献智慧和力量。 新华社北京5月13日电 题 ：为推进科技创新、发展新质生产力集智聚力——全国政协召开"以科技 创新引领新质生产力发展"专题协商会 全国政协委员、中国科学院院士 陆建华 从历史发展的角度深刻剖析基础研究的重要意义，认为"基 础研究是整个科学体系的源头和所有技术问题的总机关"。他建 ...

Core Viewpoint - The Japanese stock market is experiencing a strong rebound, with the Tokyo Stock Exchange index rising 1.1% and the Nikkei 225 index increasing by 1.4%, marking the longest consecutive rise since August 2009 [1][2] Group 1: Market Performance - The Tokyo Stock Exchange index has achieved a consecutive rise for 13 trading days, while the Nikkei 225 index has risen for four consecutive days [1] - The rebound in the Japanese stock market is attributed to the easing of global trade tensions, particularly the reduction of tariffs between China and the U.S. [2][3] Group 2: Impact of Tariff Reductions - According to JPMorgan's latest research, the easing of tariffs is expected to reduce the negative impact on Japanese corporate earnings to between -6.4% and -4.2% [4][6] - If U.S.-Japan negotiations lead to a reduction of tariffs on specific goods like automobiles to 10%, the negative impact could further decrease to -4.2% [6] - In a high tariff scenario, if the U.S. maintains high tariffs, the overall impact on Japanese corporate earnings could reach -10.9% [6][7] Group 3: Factors Driving Market Recovery - JPMorgan identifies three main factors driving the market recovery: stable U.S. economic data, progress in trade agreements, and potential easing of semiconductor technology export restrictions [5][10] - The market's performance is also supported by expectations of trade negotiations between the U.S. and Japan, which are anticipated to conclude by mid-June or early July [10] Group 4: Future Market Outlook - Despite the current strong trend, JPMorgan warns that global markets may face downward pressure in the summer, influenced by potential economic slowdowns [10][11] - The Japanese stock market is expected to be buoyed by trade negotiation outcomes and easing yen appreciation pressures, alongside ongoing corporate reforms [10]

Core Viewpoint - China is accelerating the construction of a new development pattern, gradually forming a "consumer society" model that is shared by all, emphasizing consumer-driven growth through continuous consumption upgrades [1][8]. Group 1: Consumer Demand and Supply - Consumer demand is inherently linked to individual choices and purchasing power, which is related to sustainable income levels. Short-term stimulus policies may temporarily improve purchasing power but do not lead to lasting improvements [2][3]. - The shift in consumption structure indicates that residents are moving from a focus on goods to a balanced consumption of goods and services, with service consumption projected to reach 46.1% of per capita consumption expenditure by 2024 [4][8]. Group 2: Government Role and Economic Policy - The government can enhance consumer choice by improving the institutional environment and optimizing the supply of goods and services. Employment-focused macro policies can stabilize income and expectations, which are crucial for consumer confidence [3][5]. - Economic policies should shift towards supply-side strategies, reducing macro tax burdens and investing more resources in human capital to stabilize consumption and achieve consumption upgrades [3][6]. Group 3: Investment in Human Capital - Social investment is essential for enhancing human capital, which is increasingly important as China transitions to a high-quality development phase. Investment in education, healthcare, and community services will be vital for fostering new consumption patterns [7][8]. - The focus on improving labor quality through continuous training and education will help expand the middle-income group, laying the foundation for a consumption-driven society [7][8].