宏观热点 创新药赛道迎重磅利好政策 据新华社消息，国务院总理李强日前签署国务院令，公布《生物医学新技术临床研究和临床转化应用管 理条例》，旨在规范生物医学新技术临床研究和临床转化应用，促进医学科学技术进步和创新，保障医 疗质量安全，维护人的尊严和健康。 有分析指出，受益于国内政策、出海授权、业绩增速，创新药行业基本面持续向好。数据显示，2025年 上半年，我国医药领域海外授权金额超668亿美元，国际头部跨国制药公司外部引进的创新药物中31% 源自中国，全球双抗药物管线中50%的品种来自中国，创新影响力持续提升。 七部门重磅发布，加强新型信息基础设施建设 近日，中央网信办、国家发展改革委联合印发《政务领域人工智能大模型部署应用指引》。其中提出， 政务部门应以统筹集约的方式开展政务领域人工智能大模型部署，依托"东数西算"和全国一体化算力 网，统筹推进智能算力基础设施布局，并实施集中统一的安全管理和体系化技术防护措施，避免"碎片 化"安全风险。 有条件的中央和国家机关部门、省(自治区、直辖市)可统一部署智能算力资源、人工智能大模型，面向 下属单位或下辖地区提供电子政务外网环境下的人工智能大模型服务。地市应在省(自治 ...

每经AI快讯，10月11日，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，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。推动人工智能技术与服务型制造融合创新，引导通用大模型、行业 大模型和智能体在重点场景布局应用。提升网络和数据安全保障能力。 ...

Core Viewpoint - The Shanxi Provincial Communication Administration has issued the "Ten-Gigabit Navigation and Upgrade Action Plan" to promote the evolution of information infrastructure from gigabit to ten-gigabit networks by the end of 2025, focusing on 5G-A network coverage and enhanced computing power [1][2] Group 1: Infrastructure Development - The action plan emphasizes the construction of a comprehensive, intelligent, and advanced "dual-gigabit" network infrastructure, with pilot deployments for "dual-ten-gigabit" networks [1] - Key sites such as the Yungang Grottoes and major universities will undergo upgrades to 5G-A networks, while residential areas and factories will pilot 50G-PON access technology [1] Group 2: Computing Power Enhancement - The plan aims to optimize the computing power platform in Shanxi, establishing a monitoring system for computing power infrastructure and gradually automating data collection and reporting [1] - There will be initiatives to improve resource matching for intelligent computing and enhance the quality of computing centers [1] Group 3: Application Empowerment - The plan includes the implementation of the "5G+ Industrial Internet" initiative, targeting the development of 20 typical application scenarios and the establishment of 10 branded 5G factories [2] - It aims to explore the integration of ten-gigabit optical networks in various sectors, including industrial manufacturing and smart cities [2] Group 4: Green Development - The action plan promotes the collaborative development of digitalization and green initiatives, focusing on energy-saving renovations of existing telecommunications infrastructure [2] - New technologies such as liquid cooling will be applied to enhance the green and low-carbon levels of computing centers [2]