【隔夜行情】 •周五（2025年10月10日），A股市场三大指数集体收跌，截至收盘，沪指报3897.03点，跌0.94%；深证 成指报13355.42点，跌2.7%；创业板指报3113.26点，跌4.55%。总体来看，个股涨多跌少，上涨个股超 2700只。沪深两市全天成交额2.52万亿元，较上个交易日缩量1300亿元。 马可波罗，证券代码001386，发行价格13.75元/股，发型市盈率14.27倍；公司专注于建筑陶瓷的研发、 生产与销售，是国内最大的建筑陶瓷制造商和销售商之一；旗下拥有"马可波罗瓷砖"和"唯美L&D陶 瓷"两大核心品牌，在广东东莞、清远、江西丰城、重庆荣昌及美国田纳西州设有五大生产基地。主要 产品涵盖有釉砖和无釉砖两大类，包括抛釉砖、仿古砖、岩板、瓷片、文化陶瓷和抛光砖等，产品体系 完整、品类丰富。 【重要新闻】 【上海市印发《关于加快推动前沿技术创新与未来产业培育的若干措施》】10月11日，上海市人民政府 办公厅印发《关于加快推动前沿技术创新与未来产业培育的若干措施》。《若干措施》从六个方面推出 具体举措。其中一大方面内容是明确了重点发展领域。上海将围绕未来制造、未来信息、未来材料、未 来 ...

Core Viewpoint - The Ministry of Industry and Information Technology, along with six other departments, has issued a plan to promote the innovative development of service-oriented manufacturing from 2025 to 2028, emphasizing the need to strengthen the foundation for service-oriented manufacturing development [1] Group 1: Infrastructure Development - Strengthening the construction of new information infrastructure is a key focus [1] - Promoting the integration and large-scale application of "5G + industrial internet" is essential [1] - There is a need for demand-based layout of computing power infrastructure to accelerate the integration of computing power with industry applications [1] Group 2: Data Utilization - Enhancing the supply of industrial data elements is crucial [1] - The plan aims to promote the resourceization, assetization, and elementization of data [1] - Construction of high-quality industry data sets is a priority [1] Group 3: AI Integration - The plan encourages the integration of artificial intelligence technology with service-oriented manufacturing [1] - It aims to guide the application of general large models, industry-specific large models, and intelligent agents in key scenarios [1] Group 4: Security Enhancement - Improving network and data security capabilities is highlighted as a necessary measure [1]

上海力争到2027年培育20家左右未来产业生态主导型企业 上海今日召开市政府新闻发布会，介绍最新出台的《关于加快推动前沿技术创新与未来产业培育的若干 措施》。上海市科委副主任屈炜在发布会上透露，上海力争到2027年，突破一批前沿颠覆性技术，体系 化布局建设一批未来产业集聚区，培育20家左右未来产业生态主导型企业。到2030年，培育壮大一批未 来产业，推动形成若干战略性新兴产业，成为具有世界影响力的未来产业引领地。 "十四五"时期全国累计销售新建商品住宅面积约50亿平方米 宏观要闻 工信部等七部门发文加强新型信息基础设施建设 工信部等七部门关于印发《深入推动服务型制造创新发展实施方案（2025—2028年）》的通知。其中提 到，加强新型信息基础设施建设，深化"5G+工业互联网"融合创新和规模化应用，按需布局算力基础设 施，加速算力与行业融合应用。提升工业数据要素供给，推动数据资源化、资产化和要素化，建设一批 高质量行业数据集。 ...

Group 1: Core Insights - The China-ASEAN Expo (CAEXPO) has successfully promoted the development of China-ASEAN relations, with high-tech cooperation emerging as a new growth point [1][3] - The expo showcased advanced achievements in artificial intelligence (AI) and stimulated innovation and entrepreneurship [1][2] - The event highlighted the ongoing economic integration and trade cooperation between China and ASEAN, aiming for mutual benefits and a new chapter of collaboration [1][3] Group 2: Technological Innovations - The expo featured a dedicated AI pavilion, the introduction of "AI exhibition" entities, and the first China-ASEAN AI ministerial roundtable, indicating a shift towards a future-oriented regional cooperation model [3] - Companies like Zhongke Shuguang are focusing on smart computing, cloud computing, and big data, providing a platform for technology display and demand matching [3] - The establishment of a new productivity pavilion at the expo reflects the broad prospects for cooperation in strategic emerging industries between China and ASEAN [3][4] Group 3: Trade and Investment Cooperation - The expo displayed 178 geographical indication products and 76 new ASEAN products, indicating a vibrant atmosphere for cooperation in agriculture and rural revitalization [5] - Trade between China and ASEAN has significantly increased from over 870 billion RMB in 2004 to nearly 7 trillion RMB in 2024, maintaining growth for nine consecutive years [5] - Companies like SAIC-GM Wuling are expanding their markets into ASEAN countries, showcasing the deepening cooperation in various sectors beyond traditional trade [6] Group 4: Cultural and Human Exchange - The expo serves as a platform for cultural exchange, with activities designed to foster closer ties between the people of China and ASEAN [6][7] - The number of exchanges between Chinese residents and ASEAN countries reached over 25.2 million in the first eight months of the year, reflecting increasing interactions [7] - The next CAEXPO will focus on implementing the upgraded version of the China-ASEAN Free Trade Area, enhancing business opportunities and dialogue [7]

《通知》部署七大重点任务：一是强化新型信息基础设施统筹布局。统筹规划骨干网络设施，保障西安 国家级互联网骨干直联点安全稳定运行，优化算力设施建设布局，发展通算、智算、超算等多元化算力 资源，支持企业参与算力全产业链生态建设，合理布局新技术基础设施。二是推动新型信息基础设施省 域均衡普惠发展。推进基础设施一体化发展，深化区域间均衡协调发展，促进城乡融合普惠发展。三是 加强新型信息基础设施跨网络协调联动。推进多种网络端到端协同升级，鼓励网络与算力设施协同发 展。四是推进新型信息基础设施跨行业融合共享发展。推进信息设施与传统设施融合发展，深入实 施"数智三秦信号升格"专项行动，协同推进"5G+工业互联网"规模部署，深化基础设施跨行业共建共 享，推动双向开放通信、市政、交通、电力、铁路等领域的杆塔、管道、光缆、机房等资源。五是构建 新型信息基础设施绿色低碳发展方式。推进重点设施绿色低碳发展，促进设施与环境协调发展。六是增 强新型信息基础设施全方位安全保障能力。提升网络和数据安全保障能力，推进跨行业安全服务赋能， 增强新型信息基础设施稳定安全运行能力。七是强化新型信息基础设施建设资源要素高效协同。发挥要 素配置牵引作用 ...