创新动力，助力我国建成3万余家基础级智能工厂、230余家卓越级智能工厂，80%以上制造业大类实现 智能化改造，为制造大国迈向制造强国注入强劲动能。 技术演进也推动了价值链攀升。"十四五"时期，我国信息通信业完成了从价值链下游到上游的跃升。一 方面，产业链向上延伸，摆脱此前局限于下游低附加值环节的局面，形成从标准制定、核心器件研发、 设备制造到应用落地的完整生态，产业价值占比显著提升；另一方面，行业价值也发生了根本改变，从 主要依赖基础通信服务如话费、流量费等，转向依托技术优势为上游赋能转型，通过5G与实体经济融 合创造出远超传统业务的增量价值。 信息通信业领跑，我国数字经济得以在全球居于领先地位。全球规模最大、覆盖最广的数字基础设施体 系，为数字经济筑牢底座，让数据要素突破地域与场景限制高效流动，吸引全球数字领域创新企业与人 才落地。信息通信技术突破持续激活新型数字消费场景，不断拓展数字消费边界，拉动数字经济增长。 数字技术与传统产业深度融合，还催生出一批跨领域、跨行业的数字平台，整合起产业链上下游资源， 进一步强化我国在全球数字产业链中的核心地位。 通信技术的每一次进步，都深刻影响着中国制造竞争力。1G、2 ...

Core Viewpoint - Beijing is positioning itself as a global benchmark city for the digital economy, leveraging advancements in artificial intelligence and information infrastructure to drive high-quality development [3][4]. Group 1: Development Achievements - The Beijing information and communication industry has made significant progress in enhancing infrastructure capabilities and service levels, contributing to the city's goal of becoming a leading hub for AI innovation and application [4]. - As of August, Beijing has built and opened 149,700 5G base stations, leading the nation in the number of 5G base stations per ten thousand people [4]. - The city has implemented a comprehensive plan for the construction of computing power infrastructure, with over 30 computing service providers connected, accumulating resources exceeding 38 EFLOPS [5]. Group 2: Future Development Directions - The industry will focus on four key areas: enhancing network coverage, promoting deep integration of information technology and industrialization, expanding AI application scenarios, and strengthening governance for data security [6][7][8]. - A plan for the "14th Five-Year" development of the information and communication industry will be established, emphasizing the construction of intelligent digital infrastructure [7]. - The industry aims to foster a computing ecosystem and enhance the synergy between computing power and network development, particularly in the context of 5G and industrial internet integration [7].

Economic Overview - The UK's GDP growth for July was flat at 0.0% month-on-month, significantly slowing from June's 0.4% increase, with a year-on-year growth rate of 1.4%, slightly below the market expectation of 1.5% [1][4] - The economic structure shows a pattern of "moderate support from services, continuous expansion in construction, significant drag from industry, and pressure on external demand" [4] Sector Performance - The services sector experienced a slight growth of 0.1%, supported mainly by transportation and storage (1.4% growth) and health and social work (0.4% growth), while the information and communication sector declined by 0.7% [2] - The construction sector demonstrated resilience with a month-on-month output increase of 0.2% and a year-on-year growth rate accelerating to 2.4%, surpassing the market expectation of 1.9% [2] - Industrial production faced significant downward pressure, with a month-on-month decline of 0.9%, reversing the previous month's 0.7% increase, and manufacturing output fell by 1.3%, marking the steepest contraction since July of the previous year [2] Trade Dynamics - The trade deficit widened to £5.26 billion in July, the largest since February, with exports rising by 2.3% to £76.45 billion and imports increasing by 2.4% to £81.71 billion, reaching a historical high [3] - Notably, goods exports grew by 6.6%, with a 4.6% increase in exports to the EU, driven by increased aircraft exports to Germany, and an 8.5% rise in exports to non-EU countries [3] - Service exports decreased by 0.4% to £45.83 billion, hitting a three-month low, while goods imports reached a 13-month high at £50.89 billion, primarily due to increased imports of ships from South Korea and aircraft and cars from Germany [3]

Core Viewpoint - The "14th Five-Year Plan" has achieved significant historical accomplishments in promoting new industrialization and strengthening the foundation of the real economy, enhancing national economic strength and improving people's quality of life [1] Group 1: Manufacturing Industry - The manufacturing sector is crucial for the national economy, with an expected increase in manufacturing value added of 8 trillion yuan during the "14th Five-Year Plan," contributing over 30% to global manufacturing growth [2] - China's manufacturing value added accounts for nearly 30% of the global total, maintaining the world's largest scale for 15 consecutive years, with most major industrial products ranking first globally [2] Group 2: Technological Advancements - Major technological equipment reflects technological progress and supports industrial upgrades, with significant breakthroughs in projects like the "Chang'e" lunar mission and the C919 aircraft achieving commercial flight [3] Group 3: Supply Chain Resilience - The resilience of industrial and supply chains has been enhanced, with key core technologies and strategic products achieving breakthroughs, gradually alleviating weaknesses in industrial foundations [4] Group 4: Industrial Structure Optimization - The advanced manufacturing sector has rapidly grown, with over 50% of global industrial robot installations and continuous leadership in the new energy vehicle market for 10 years [5] Group 5: Enterprise Development - The number of industrial enterprises above designated size increased by 138,000 since the end of 2020, with over 140,000 specialized and innovative small and medium-sized enterprises cultivated [6] Group 6: Digital Transformation - The integration of the real economy and digital economy has accelerated, with over 35,000 basic-level and 230 excellent-level smart factories established [7] Group 7: Information and Communication Industry - The information and communication sector has seen significant development, with 4.598 million 5G base stations built, achieving comprehensive coverage of high-speed internet in rural areas [8] Group 8: Future Directions - Future efforts will focus on advancing new information infrastructure, optimizing computing resource layouts, and enhancing the modern industrial system with advanced manufacturing as the backbone [9]

Group 1 - As of the end of July 2023, China has built 4.598 million 5G base stations and over 30.53 million gigabit network capability ports, achieving "gigabit access in every county and 5G access in every township" [1] - The Ministry of Industry and Information Technology (MIIT) emphasizes four upgrades in the new information infrastructure: comprehensive coverage and leading performance, integration of computing and networking, resource sharing and green energy, and urban-rural integration [1] - The MIIT is focusing on strengthening core technologies, enhancing the resilience and security of the industrial chain, and achieving breakthroughs in key technology areas [1] Group 2 - Emerging fields such as artificial intelligence and satellite internet are accelerating their development, with significant advancements in open-source models and vertical domain models [2] - Major Chinese telecom companies, including China Mobile, China Telecom, and China Unicom, rank 1st, 7th, and 8th respectively among global operators, while several device manufacturers like Huawei have become global leaders [2] - The information and communication industry is characterized by high R&D investment, advanced technology, and strong innovation, playing a crucial role in supporting new industrialization and the integration of the real economy with the digital economy [2] Group 3 - The MIIT will continue to promote network construction and upgrades, enhance the coverage of 5G and gigabit optical networks, and accelerate the deployment of 5G-A and 10G optical networks [3] - The MIIT aims to implement large-scale applications of 5G through various action plans, promoting collaboration between the information and communication industry and artificial intelligence [3] - The MIIT is also focused on technological innovation, accelerating the deployment of 5G-A products, and advancing the research and development of 6G technology [3]

Group 1 - Guizhou is recognized as a national innovation zone for digital economy development and a comprehensive pilot zone for data elements, highlighting its strategic importance in the "AI+" era [1][3] - China Mobile has been actively advancing key projects such as the 400G "Jiuzhou" computing power optical network and the China Mobile Computing Power Hub (Guiyang) data center, under the guidance of the Guizhou provincial government [1][3] - The establishment of the China Mobile Big Data (Guiyang) Innovation Research Institute aims to enhance public data operations and innovative practices in data development and utilization [1][3] Group 2 - The chairman of China Mobile, Yang Jie, emphasizes that the new round of technological revolution and industrial transformation, particularly breakthroughs in artificial intelligence, are reshaping the value of data elements [3][4] - Data is seen as a "power source" for accelerating AI innovation, a "catalyst" for stimulating new economic forms, and a "new cornerstone" for building a smart society [3][4] - China Mobile plans to strengthen technological and industrial innovation in the data field, ensuring high-quality supply, efficient circulation, high-level utilization, and reliable security of data [3][4] Group 3 - China Mobile aims to leverage the opportunities in the "AI+" era by collaborating with various sectors to promote data element aggregation and solidify the foundation for AI innovation [4] - The company seeks to explore new paths for data assetization and capitalization while establishing a data governance system to support high-quality economic and social development [4] - Yang Jie invites all sectors to work together to unleash the unlimited potential of data elements, contributing to the formation of new productive forces and advancing Chinese-style modernization [4]

Group 1 - The average net monthly salary for employees in Bosnia and Herzegovina in June 2025 is 1570 marks, showing a nominal decrease of 0.2% month-on-month and a real decrease of 0.5% [1] - Year-on-year, the nominal salary increased by 14.3% and the real salary increased by 9.2% [1] - The average gross monthly salary is 2435 marks, with a nominal decrease of 0.3% month-on-month and a real decrease of 0.6% [1] Group 2 - The average salary in the information and communication sector is 2154 marks, while the financial and insurance sector averages 2044 marks [1] - The wholesale and retail trade, as well as motor vehicle and motorcycle repair sector, has an average salary of 1293 marks, and the construction sector averages 1250 marks [1] - The accommodation and food service sector has the lowest average salary at 1140 marks [1]

Core Insights - Azerbaijan's GDP reached 72.43 billion manats (approximately 42.61 billion USD) in the first seven months of this year, reflecting a year-on-year growth of 0.9% [1] Economic Structure - The oil and gas sector experienced a decline of 3.3%, while the non-oil sector grew by 7.3% [1] - The per capita GDP stood at 7,077 manats (around 4,162.9 USD) [1] Sector Contributions - Industrial sector accounts for 35% of GDP - Trade and automotive repair contribute 10.1% - Transportation and storage represent 7% - Agriculture, forestry, and fishing make up 6.3% - Construction sector holds 6% - Tourism, accommodation, and public catering contribute 2.8% - Information and communication sector accounts for 1.8% - Other industries collectively represent 21.1% [1] Taxation - Tax revenue constitutes 9.9% of GDP [1]

Market News - US stock indices closed mixed, with the Dow Jones down 0.14%, Nasdaq up 0.33%, and S&P 500 up 0.02. Major tech stocks mostly rose, with AMD up over 4% and Nvidia up over 1% [1] - Metal futures generally fell, with COMEX gold futures down 0.65% at $3314.00 per ounce, while international oil prices rose, with WTI crude up 2.79% at $66.98 per barrel [1] - European major stock indices closed lower, with Germany's DAX down 1.02% to 23970.36 points [1] Industry Insights - The national childcare subsidy policy will be implemented starting January 1, 2025, providing annual subsidies of 3600 yuan per child for children under three years old. This is expected to stimulate the maternal and infant market, which has seen declining sales [2] - Shanghai's economic committee announced measures to expand AI applications, including issuing 600 million yuan in computing power vouchers and providing up to 30% rent subsidies for AI computing power rentals [3] - A national meeting emphasized the need for high-quality development in the information and communication industry, promoting the widespread application of 5G and enhancing computing power resource efficiency [4][5] - The AI industry is at a critical turning point, with predictions that AI smartphones and PCs will capture over 50% and 80% of the market share in China by 2027, respectively [3] Company Updates - Shengyang Technology announced that a shareholder plans to reduce its stake by up to 1% of the total share capital due to personal funding needs [6] - SuNeng Co. disclosed a plan by a shareholder to reduce its stake by up to 1% of the total share capital [6] - Dahua Intelligent received a notice from the securities regulatory commission regarding an investigation into information disclosure violations [6] - West Point Pharmaceuticals announced that shareholders plan to reduce their stake by up to 3% of the total share capital [7]

Core Viewpoint - The article emphasizes the resilience and vitality of China's industrial economy in 2023, highlighting the continuous optimization of industrial structure and the achievement of high-quality development. Group 1: Industrial Economic Performance - In the first half of the year, the industrial added value of large-scale enterprises increased by 6.4% year-on-year, with manufacturing added value growing by 7% [1] - The added value of equipment manufacturing and high-tech manufacturing increased by 10.2% and 9.5% respectively [1] - The total volume of telecommunications business grew by 9.3%, while revenue from software and information technology services rose by 11.9% [1] - By the end of June, there were 4.55 million 5G base stations and 10.43 million computing standard racks in use [1] Group 2: Key Focus Areas for the Second Half - The government will focus on eight key areas, including expanding domestic demand, promoting high-quality development of key industrial chains, and enhancing technological innovation [1] - There will be a push for deeper integration of digital technology and industrialization, as well as a commitment to green development and improving industrial energy efficiency [1] - The government aims to strengthen the cultivation system for quality enterprises and deepen reforms to enhance industry governance [1] Group 3: Specific Actions and Policies - The Ministry of Industry and Information Technology plans to implement a new round of ten key industry growth actions to enhance consumption and adapt supply and demand [2] - There will be a focus on promoting structural adjustments and eliminating backward production capacity in key industries such as steel, non-ferrous metals, petrochemicals, and building materials [3] - Policies will be developed to support the growth of emerging industries and enhance the integration of culture and industry [3] Group 4: "Anti-Competition" Policies - The Ministry of Industry and Information Technology has stated its commitment to consolidating the results of "anti-competition" measures in the new energy vehicle sector and improving governance in key industries like photovoltaics [4] - Analysts suggest that the "anti-competition" policy has evolved into a comprehensive policy system that will benefit industries such as photovoltaics, automobiles, agriculture, and cyclical products [4][5]