| 五、宏观信息 | | | --- | --- | | 中俄举行战略安全磋商，就涉及两国战略安全利益的重大问题全面、深入沟通，达成新的共识，增进了战略互信。双方就涉日本问题进行战略对表，达成高度 | 共识，一致认为要坚定维护用生命和鲜血换来的二战胜利成果，坚决抵制任何为殖民侵略历史翻案的错误言行，坚决反击法西斯主义、日本军国主义卷土重来 | | 的图谋。双方就乌克兰危机深入交换意见。 | | | 日中友好议员联盟、日本经济团体联合会等日本部分组织已向中方传达希望近期访华的意愿。外交部发言人林剑在例行记者会上表示，注意到日本国内有很多 | | | 有识之士对高市早苗错误涉台言论引发的恶劣影响和严重后果深感忧虑。希望日本相关团体在日国内多发挥积极作用。 | | | 国家发改委主任郑栅洁发表署名文章指出，"十五五"规划建议将建设现代化产业体系这一任务摆在12个领域首位，关键是优化提升传统产业，培育壮大新兴 | | | 产业和未来产业，加快新能源、新材料、航空航天、低空经济等战略性新兴产业集群发展。 | | | 宏观信息 | 市场监管总局制定出台《市场监督管理信用修复管理办法》，为经营主体重塑信用提供规范统一、高效 ...

会上，中国信息通信研究院、中国电子信息产业发展研究院、国家工业信息安全发展研究中心、中国电子技术标准化研究院、工业和信息化部电子第五研究 所、中国工业互联网研究院、中国电子学会等单位相关负责同志围绕筹备协会的工作措施和未来发展方向进行交流发言。 与会同志一致认为成立中国人工智能终端行业协会意义重大，需加快推动协会的筹备工作，打造真正代表行业、服务行业的组织机构，助力我国人工智能终 端产业高质量发展。 据工信部网站消息，2025年12月1日，工业和信息化部电子信息司在北京组织召开座谈会，就筹备中国人工智能终端行业协会听取意见。工业和信息化部电 子信息司司长杨旭东出席会议，相关部属单位负责同志参会。 ...

Core Viewpoint - The Chongqing Municipal Economic and Information Commission has issued an action plan to accelerate the innovation transformation of the artificial intelligence terminal industry from 2026 to 2030, focusing on product development and market expansion [1] Group 1: Action Plan Details - The plan includes the establishment of a directory for innovative AI terminal products and a list of popular products to promote and cultivate a range of standardized "hot-selling products" [1] - Support will be provided for the establishment of exhibition and experience centers to showcase AI terminal products through multiple channels, enhancing consumer awareness of these products [1] Group 2: Market Expansion Initiatives - The plan encourages outstanding products to enter overseas markets, supporting companies in developing AI terminal products tailored to specific international market demands [1] - AI terminal enterprises will be supported in participating in high-end exhibitions abroad to further promote their products [1]

Group 1: Economic Policy and Strategy - The core viewpoint emphasizes enhancing the adaptability of supply and demand as an effective measure to unleash consumption potential and facilitate economic circulation [1][4] - The State Council meeting led by Premier Li Qiang on November 14 focused on implementing "two major" construction initiatives to boost consumption policies [1][2] - The "two major" initiatives involve significant national strategic implementations and enhancing security capabilities in key areas, with a budget of 800 billion yuan allocated for 1,459 projects by 2025 [2][3] Group 2: Consumption and Supply-Demand Dynamics - The meeting highlighted the need for consumption upgrades to lead industrial upgrades, aiming for a dynamic balance between supply and demand [4][5] - The shift in policy focus is moving from merely stimulating consumption or expanding production to achieving a higher level of dynamic balance and interaction between supply and demand [5] - The Ministry of Industry and Information Technology is promoting the development and application of technologies such as artificial intelligence to enhance consumption adaptability [6]

Core Insights - Shenzhen aims to leverage its rich innovation resources and diverse industrial categories to optimize and upgrade traditional industries, targeting a total scale of over 700 billion yuan in three years [1][2] - The city plans to implement 12 policy measures, including the establishment of various investment funds to support mergers and acquisitions in traditional industries [1][3] Group 1: Traditional Industries - Shenzhen has a strong presence in traditional industries, with high-end women's clothing brands and the gold jewelry industry leading nationally [2] - The city is a major production base for mid-to-high-end eyewear, accounting for approximately 50% of global output [2] - There is a shift in perception regarding traditional industries, recognizing that they can also encompass high-end development [2] Group 2: Technological Integration - Shenzhen will implement an action plan to accelerate the development of artificial intelligence in traditional sectors such as home appliances and eyewear from 2025 to 2026 [2] - The city aims to support over 100 traditional enterprises in their digital transformation within three years [2][3] Group 3: Policy and Market Integration - The city plans to encourage the integration of traditional manufacturing with new-generation information technology and high-performance materials, aiming to create over 100 cross-industry fashionable products by 2027 [3] - Shenzhen's approach of combining policy guidance, market leadership, and technological empowerment may serve as a replicable model for traditional industry transformation across the country [3]

Core Insights - Honor's Alpha Global Flagship Store has officially opened in Shenzhen Bay MixC, marking a significant step in the company's Alpha strategy towards creating a global AI ecosystem [1][2] - The flagship store aims to serve as a "global living room" for AI developers, partners, and users, supporting the development of the AI industry cluster in the Greater Bay Area [1][2] Group 1: Alpha Strategy Implementation - The opening of the flagship store signifies the transition of Honor's Alpha strategy from planning to tangible execution, showcasing the company's commitment to becoming a leading AI terminal ecosystem company [2] - Honor's CEO articulated a three-step approach to the Alpha strategy, focusing on expanding technological, industrial, and human potential boundaries in the AI era [1][2] Group 2: Store Features and Experience - The store features an immersive technology atmosphere with design elements inspired by the Shenzhen Bay landscape, including a waterfall and a rotating staircase [2] - An AI experience area showcases products like a lightweight 350g foldable projector and a stringless guitar, highlighting the integration of AI in entertainment and travel [2] Group 3: Collaborative Ecosystem Development - Honor has partnered with China Resources to invite AI companies from the Greater Bay Area for collaborative scene creation and solution demonstrations [3] - The flagship store acts as an "ecological interface," promoting cross-enterprise collaboration and enhancing the cluster advantage in the AI terminal sector [3] - Honor aims to deepen its smart ecosystem through an "open, co-create, and share" philosophy, contributing to the global AI industry [3]

Core Viewpoint - The recent "Guiding Opinions on Vigorously Developing Digital Consumption to Co-create a Better Life in the Digital Age" outlines 14 specific tasks aimed at enhancing digital consumption, which is projected to reach 23.8 trillion yuan in 2024, accounting for 44.2% of total consumer spending that year [1][2]. Group 1: Digital Consumption Transformation - Digital consumption is evolving from traditional online shopping to a comprehensive ecosystem that includes digital products, services, content, and channels [2][3]. - The shift from traditional consumption to digital consumption is a strategic response to the challenges faced by conventional markets, such as saturation in the automotive sector and difficulties in the restaurant industry [2][3]. Group 2: Supply and Service Innovations - The guiding opinions emphasize a multi-dimensional supply system, promoting the upgrade of hardware products to smart home solutions and innovative service models like AI in healthcare [4][5]. - The policy supports new retail channels, including instant retail and social e-commerce, aiming for urban-rural coverage and efficiency improvements [4][5]. Group 3: Market Participants and Support - The strategy encourages large enterprises to establish innovation partnerships and supports the development of e-commerce parks, while also providing foundational support for small and medium-sized enterprises [5][6]. - Financial backing is proposed to alleviate the financing challenges faced by small businesses, particularly in rural areas [5][6]. Group 4: Infrastructure and Logistics - The guiding opinions stress the importance of building a robust infrastructure for digital consumption, including smart districts and enhanced logistics systems [6][7]. - Upgrades in payment systems and the expansion of digital currency acceptance are also highlighted to improve user experience [6][7]. Group 5: Societal and Economic Impact - The policy aims to enhance public welfare by addressing issues like the digital divide for the elderly and promoting rural e-commerce [7][8]. - Long-term value creation in the financial market is anticipated through innovative consumption finance products, with potential investment opportunities in sectors like AI and digital culture [7][8]. Group 6: Future Outlook and Challenges - The transformation in digital consumption is expected to reshape economic structures and individual lifestyles, with a clear development path outlined in the guiding opinions [8]. - Challenges such as data security and privacy protection need to be addressed for effective policy implementation, requiring collaboration between government and enterprises [8].

Core Viewpoint - Hangzhou's artificial intelligence terminal industry is set to receive significant opportunities for growth through a three-year action plan aimed at developing various AI terminal sectors, including smart visual terminals, smart computing terminals, and intelligent robots [1][2]. Policy Guidance - The action plan targets an industry scale of 300 billion yuan by 2027, with plans to implement 100 key research projects, create 30 popular terminal products, and establish 20 independent brands [2][3]. - Specific focus areas include the development of video surveillance products and AI servers, as well as smart home devices that integrate AI capabilities [2][3]. Support Measures - The plan includes government funding support, with subsidies up to 10 million yuan for qualifying AI companies and projects [3]. - It emphasizes the importance of foundational elements such as data, computing power, and algorithms to enhance innovation and manufacturing capabilities [3]. Company Developments - Several listed companies in Hangzhou are actively positioning themselves in the AI terminal market, with Zhejiang Dahua Technology Co., Ltd. expanding its AI product matrix and Hongsoft Technology Co., Ltd. advancing its visual AI technology [4][5]. - Hangzhou Yingzi Network Co., Ltd. has upgraded its large model and integrated it into its product line, resulting in a 46% year-on-year increase in the shipment of smart home devices [5].

Group 1 - The core viewpoint is that AI terminals, including AI smartphones, AI computers, and AI glasses, have become a new growth point for economic development in China, with over a hundred models launched in the first half of the year [1][2] - Technological breakthroughs are essential for creating new growth points in the manufacturing economy, with advancements in AI large models and edge computing laying the foundation for the explosion of AI terminal products [1][2] - The penetration rate of AI terminal products is expected to rise significantly, with predictions indicating that by 2027, 50% of smartphones and 80% of computers will feature AI capabilities [1] Group 2 - Market demand is identified as the core driving force behind technological breakthroughs, as AI terminals respond to real market needs, evidenced by the significant sales growth of AI glasses during the "618" shopping festival [2][3] - The successful emergence of AI terminals relies on ecosystem collaboration across the entire supply chain, including hardware manufacturers, software companies, and content service providers, supported by policy, capital, and talent resources [2][3] - Continuous optimization of the innovation ecosystem is crucial for reducing costs and increasing the efficiency of technology transfer, emphasizing that nurturing new growth points is a systemic project rather than an isolated effort [3]

Core Viewpoint - The establishment of the Shenzhen Artificial Intelligence Terminal Industry Private Equity Investment Fund, with a capital scale of 1.44 billion yuan, reflects Shenzhen's strategic move to accelerate the development of its AI terminal industry, aiming to create a "city of AI terminals" [1][4]. Group 1: Fund Establishment and Contributors - The Shenzhen Artificial Intelligence Terminal Industry Private Equity Investment Fund has a total capital of 1.44 billion yuan, with major contributors including Shenzhen Guidance Fund (560 million yuan), Honor Terminal (300 million yuan), Futian Guidance Fund (240 million yuan), and Hongtu Venture Capital (200 million yuan) [3]. - The fund's operational scope includes equity investment, investment management, and asset management, indicating a comprehensive approach to fostering the AI terminal ecosystem [1][3]. Group 2: Strategic Importance for Honor - For Honor, the establishment of this fund is significant as it aligns with its strategic goal of transforming from a smartphone manufacturer to a leading AI terminal ecosystem company [4][5]. - Honor plans to integrate over 100 hardware categories and activate over 10 million ecological devices this year, with a long-term goal of achieving over 1,000 hardware categories and 40 million ecological devices by 2027, supported by a planned investment of 10 billion USD over the next five years [4]. Group 3: Shenzhen's AI Industry Development - Shenzhen has formed a comprehensive AI industry chain covering foundational, technical, and application layers, with a particular strength in the application layer of AI technology [7]. - The city aims to grow its AI terminal industry to over 800 billion yuan by 2026, with a target of reaching 1 trillion yuan, and plans to produce over 150 million AI terminal products across various categories [8]. - Recent initiatives include the issuance of the Shenzhen Artificial Intelligence Terminal Industry Investment Fund and the Shenzhen Artificial Intelligence and Embodied Robotics Industry Fund, highlighting the city's commitment to supporting the AI terminal industry financially [8][9].