齐鲁晚报·齐鲁壹点记者 于民星 8月26日，山东省工业和信息化厅发布公告，对2025年山东省未来产业加速园建设项目名单进行公示。公告显示，济南高新区人工智能加速园、崂山区人工 智能未来产业加速园等6个加速园入选。 公告称，为加快培育建设一批未来产业聚焦、基础设施完善、配套服务专业、优势特色突出的未来产业加速园（以下简称"加速园"），省工业和信息化厅会 同省财政厅组织开展了2025年未来产业加速园建设项目遴选工作。经自愿申报、各市初审推荐、专家评审等环节，拟将济南高新区人工智能加速园等6个加 速园遴选为2025年未来产业加速园。 | 序号 | 加速园名称 | 所属领域 | 主导方向 | 公共服务建设项目 | | | --- | --- | --- | --- | --- | --- | | | 济南高新区 人工智能加 | 未来信息 | 人工智能 | 1.济南工业软件研究院公共服务平台项目 | 1.浪潮人工智 2.某干数智算 | | | | | | | 项目 | | | 速同 | | | 2.智能制造科创孵化公共服务平台项目 | 3.中维世纪人 | | | | | | | 4.数智山钢建: | | 2 | 崂山区 ...

市经信委透露，接下来，元评委的工作将主要聚焦以下几个方面：一是深入挖掘行业共性需求，为标准 制定提供科学依据，重点组织共性基础、关键技术、行业应用三类标准研制；二是建立"技术指标+应 用效能+安全合规"三维评价体系，确保标准的科学性和实用性，支撑《上海市元宇宙标准体系》建设 和实施，助力元宇宙成果赋能实体经济；三是元评委秘书处做好组织和服务工作。 智通财经记者 俞凯 8月22日，智通财经（www.thepaper.cn）从上海市经信委获悉，上海锚定元宇宙新赛道，秉持虚实结 合、以虚促实、以虚强实的发展理念，持续培育壮大发展新动能。目前，上海已集聚XR终端制造企业 20余家；光学模组、空间计算芯片等核心元器件产能占全国40%以上；引育了全球顶尖3D引擎、数字 孪生平台等基础工具企业；已在工业元宇宙、数字人交互等应用层培育出多个独角兽企业，同时通 过"场景驱动"和"成果遴选"，带动产业链上下游800余家企业协同创新。 据市经信委介绍，为推进元宇宙领域标准工作，2025年5月17日上海市元宇宙技术与应用评定委员会正 式组建，经过广泛征询、定向邀请和社会招募、集体评议及公示等流程，全国学术、平台、产业、标准 化、投融 ...

Group 1 - The core viewpoint of the article highlights that the current valuation of the technology sector is at approximately 50% or below historical levels, with certain segments like semiconductor materials and emerging technologies showing higher valuations compared to their three-year history [1] - The Pacific Securities report indicates that the PB-ROE values for the Sci-Tech 50 and growth style are the lowest, suggesting that investors are paying the least growth premium for these sectors, which implies a higher margin of safety [1] - Recent performance shows that industries such as pharmaceuticals, communications, and media have seen significant gains, while the computer industry has experienced the largest downward adjustment in profit expectations [1] Group 2 - The Sci-Tech 100 ETF (588120) tracks the Sci-Tech 100 Index (000698), which includes 100 securities with larger market capitalization and better liquidity from the Sci-Tech board, covering strategic emerging industries like new-generation information technology and biomedicine [1] - The index can experience daily fluctuations of up to 20%, reflecting the overall performance of leading technology innovation companies in the Sci-Tech board market [1] - Investors without stock accounts are advised to consider the Guotai CSI Sci-Tech 100 ETF Initiated Link A (019866) and Guotai CSI Sci-Tech 100 ETF Initiated Link C (019867) [1]

Group 1 - The metaverse concept is experiencing a resurgence in 2025, driven by significant technological breakthroughs and strong national support [1] - The implementation of the national standard GB/T 45993-2025 for the metaverse and the establishment of a standardization committee signal a shift from a "technology stacking phase" to a "scene explosion phase" in China's metaverse industry [1][3] - Hardware and software advancements, exemplified by new VR and MR devices like Meta Quest 3S and Apple Vision Pro, are enhancing user experience and accessibility [1] Group 2 - The practical applications of mature technology are evident, such as the "Metaverse Neo World" in Shanghai, which has attracted major gaming companies and created an integrated industrial ecosystem [2] - The industrial sector is becoming a focal point for the metaverse's value, with predictions that 47% of global enterprises will actively engage in the industrial metaverse by 2027 [2] - Early adopters like Siemens and Renault are leveraging digital twin technology and AR systems to improve operational efficiency and reduce costs [2] Group 3 - The announcement of the metaverse standardization committee by the Ministry of Industry and Information Technology indicates China's proactive approach to establishing a metaverse standard system [3] - The focus on developing foundational standards for metaverse terminology, digital human coding, and industry application standards reflects a strategic direction towards integrating metaverse technology into the real economy [3] - This initiative aims to accelerate the transition from virtual to real, driving industrial upgrades and value creation [3]

Core Viewpoint - The article discusses the revitalization of Hong Kong's financial market and its positive impact on the local tech innovation ecosystem, highlighting the establishment of the "Patient Capital Strategy Fund" to support long-term investments in Hong Kong's tech sector [1][2]. Group 1: Investment Landscape - Gobi Partners has invested in over 70 local Hong Kong companies since entering the market in 2016, including 8 unicorns, demonstrating a strong commitment to the region's tech ecosystem [2][4]. - The Hong Kong government has launched over HKD 10 billion in funding initiatives to support tech innovation, enhancing the conversion of university research into marketable projects [4][12]. Group 2: Patient Capital Strategy Fund - The "Patient Capital Strategy Fund" aims to attract long-term capital, particularly from sovereign funds, to support deep tech projects in areas like AI, advanced manufacturing, biotech, and green technology [5][6]. - The fund seeks to promote collaboration between academia and industry, enhancing the commercialization of research outcomes from Hong Kong's top universities [5][12]. Group 3: Advantages of Hong Kong - Hong Kong's international financial center status provides a favorable legal and regulatory environment, making it easier for tech companies to gain international investor trust and conduct cross-border business [10][11]. - The region's geographical position allows tech companies to leverage both mainland China's resources and global market access, enhancing their operational capabilities [11][12]. - The capital market in Hong Kong is more mature and internationalized compared to mainland cities, offering diverse financing options for tech companies at various stages of growth [11][13]. Group 4: Challenges and Improvements - While Hong Kong's tech financing ecosystem has some shortcomings, particularly in early-stage investments, recent government initiatives and university-led funds are improving the situation [12][13]. - The IPO market in Hong Kong has become increasingly favorable for tech companies, with reforms allowing for more flexible listing options, which has led to a significant increase in tech and biotech IPOs [13].

Core Insights - The Hong Kong financial market is showing signs of recovery, injecting new vitality into the tech innovation sector [1][5] - Gobi Partners has invested in over 70 local Hong Kong companies, including 8 unicorns, and emphasizes the importance of the Greater Bay Area's development [2][3] - The establishment of the "Patient Capital Strategy Fund" aims to attract long-term capital to support Hong Kong's tech innovation projects [3][4] Investment Environment - Gobi Partners has been active in Hong Kong since 2016, focusing on local startups and benefiting from government initiatives like InnoHK and the 1+ Plan [2][6] - The recovery of the capital market has boosted entrepreneurs' confidence, leading to an increase in tech startups establishing headquarters in Hong Kong [6][7] - The influx of international capital with a long-term investment perspective is enhancing the quality of investments in Hong Kong's tech sector [6][8] Unique Advantages of Hong Kong - Hong Kong's international legal framework and tax system make it an attractive location for tech companies aiming for global markets [7][8] - The city serves as a crucial link between mainland China and international markets, leveraging its geographical position [7][8] - The capital market in Hong Kong is more mature and offers flexible financing options, including recent reforms that benefit tech companies [8][11] Challenges and Improvements - While there are challenges such as high costs and a relatively weak manufacturing base, integration with cities like Shenzhen is addressing these issues [9][10] - The financing ecosystem is evolving, with improvements in early-stage investment and government initiatives supporting tech projects [10][11] - The IPO market is becoming increasingly favorable for tech companies, with significant representation expected in 2024 [11]

Group 1 - The "Create the Future" public roadshow event focused on the metaverse sector, highlighting its significance in the future information field [1] - The event was attended by leaders from various governmental departments and nearly a hundred representatives from financial investment institutions, incubators, and innovative enterprises [1] - The Beijing Municipal Bureau of Economy and Information Technology emphasized the strategic value and market potential of future industries, with a focus on the metaverse as a key area for development [2] Group 2 - The Chaoyang District has approximately 1,400 enterprises in the metaverse industry, with the establishment of six common technology platforms and three major municipal characteristic parks [2] - The "AI Going Abroad Service Plan" aims to support AI innovation companies in expanding overseas markets, enhancing the development landscape of future industries [3] - The event featured 14 innovative companies presenting their technological innovations and practical experiences, fostering deep communication and collaboration between enterprises and investors [3] Group 3 - The Beijing Municipal Bureau of Economy and Information Technology will provide rewards of up to 1 million yuan to selected potential enterprises from the public roadshow, promoting rapid development in the future industry [3] - The initiative aims to optimize the allocation of resources such as talent, funding, data, and industrial space to support different stages and needs of the industry [3]

Core Insights - The industrial added value of large-scale industries in China grew by 6.4% year-on-year in the first half of the year, demonstrating strong resilience following a good start in the first quarter [1] - The manufacturing added value accounted for 25.7% of GDP, remaining stable [1] - Key industries such as electrical machinery, automobiles, electronics, general equipment, chemicals, and non-ferrous metals showed rapid growth, contributing significantly to the overall industrial growth [1] Group 1: Industrial Performance - In the first quarter and second quarter, the industrial added value grew by 6.5% and 6.3% year-on-year, respectively, building on a high base from the previous year [1] - The contribution rates of equipment manufacturing and high-tech manufacturing increased, with their added values reaching 35.5% and 16.4% of large-scale industries, respectively [1] - Profits in industries such as electronics, electrical machinery, and general equipment grew by over 10% [1] Group 2: Regional Contributions - All 31 provinces reported growth in industrial added value, with provinces like Fujian, Anhui, Henan, and Hunan achieving over 8% growth [1] - Eight industrial provinces saw profit growth rates exceeding the national average, with Henan, Hunan, Hubei, and Jiangsu achieving double-digit growth [1] Group 3: Future Initiatives - The Ministry of Industry and Information Technology plans to implement a new round of growth stabilization work for ten key industries, including steel, non-ferrous metals, petrochemicals, and building materials [1] - Support will be provided to key industrial provinces to enhance their roles, including policy implementation, new growth point cultivation, and industrial transformation [1] - The ministry aims to accelerate the "Artificial Intelligence +" initiative, promoting the deployment of large models in key manufacturing sectors to enhance intelligence levels [1]

Core Insights - The metaverse is a key future industry for Beijing, with Chaoyang District hosting the largest and most complete metaverse ecosystem in China, highlighted by the 2025 Global Digital Economy Conference focusing on AIGC and metaverse integration [1][2] Group 1: Metaverse Development - Chaoyang District has launched several benchmark application scenarios for the metaverse, including ULive, 798 VR cinema, and digital night tours, which have been recognized as exemplary applications [2] - The district has identified 27 benchmark scenarios and driven 32 key core technology breakthroughs, creating a resource pool of hundreds of solutions across AI and metaverse sectors [2][5] Group 2: Professional Parks and Ecosystem - The newly inaugurated BOE Future Display Industrial Park in Chaoyang aims to leverage cultural media resources and BOE's leadership in the global display industry, focusing on application expansion and creating a comprehensive operational ecosystem [3] - Over the past three years, Chaoyang has attracted more than 1,400 metaverse-related enterprises and established leading companies such as BlueFocus and UINO, completing 32 key technology breakthroughs [5] Group 3: Technological Innovation and Integration - Chaoyang is focusing on the integration of AIGC and metaverse industries, promoting innovations in AI, virtual reality, and ultra-high-definition technologies to transform content production and foster new digital economy business models [6]

Group 1: Brain-Computer Interface (BCI) - The National Medical Products Administration has announced measures to optimize the lifecycle regulation supporting the innovation of high-end medical devices, particularly focusing on BCI technology [1] - The BCI industry is expected to experience significant growth, with a projected compound annual growth rate of 25.22%, reaching a market size of $7.63 billion by 2029 [1] Group 2: Autonomous Charging Robots - BMW's autonomous charging robot has completed concept validation and is set to be deployed based on future market conditions, utilizing AI for efficient charging operations [2] - The technology enhances charging efficiency and convenience, with competitors like Telda and Zhida Technology also developing similar products [2] Group 3: Commercial Cryptography - New regulations on the use of commercial cryptography for critical information infrastructure will take effect on August 1, 2025, impacting sectors like energy, finance, and transportation [3] - The commercial cryptography market is expected to grow at a compound annual growth rate of 25%, reaching 140 billion yuan by 2025 [3] Group 4: POE Price Increase - Major chemical companies have announced price increases for POE (polyolefin elastomer), with prices rising over 1,000 yuan per ton due to geopolitical uncertainties [4] - POE is increasingly used in solar energy applications, accounting for 40% of its usage in China, indicating a growing market potential [4] Group 5: Metaverse Development - The Ministry of Industry and Information Technology and other departments are promoting the recommendation of typical metaverse cases, indicating a shift towards commercialization [5] - The metaverse market is projected to become a trillion-dollar industry, driven by technological advancements and policy support [5] Group 6: Solid-State Batteries - The Fourth Solid-State Battery Conference is being held, highlighting the industry's focus on high energy density and safety [6] - The solid-state battery sector is accelerating its industrialization process, with applications expected to expand in various fields [6] Group 7: PCB Market Growth - The AI server and switch market for M8 PCBs is projected to reach 50-60 billion yuan by 2026, driven by increasing demand for AI infrastructure [7] - The PCB industry is experiencing growth due to the recovery of electronic demand and innovations in AI and high-speed communication [7] Group 8: Domestic Chip Development - Strategic investments are being made in domestic AI chip companies, indicating a focus on building new AI infrastructure [8] - The demand for AI models is driving the need for enhanced computing capabilities, with domestic companies aiming to compete with international products [8]