（"湾区金融大咖会"圆桌对话现场，主办方供图） 南方财经 21世纪经济报道记者 袁思杰 实习生谢巧云 深圳报道 在全球经济格局深度调整、粤港澳大湾区出海动能持续增强的背景下，中资企业如何精准把握全球市场 机遇、破解出海挑战，成为行业关注的核心议题。 11月20日，在由英中贸易协会主办的2025英国—粤港澳大湾区论坛期间，主题为"湾区金融大咖会：中 资企业出海的机遇与挑战"的圆桌对话在深圳举行。本次对话汇聚了政府代表、学界专家、企业家及专 业机构代表，共同拆解中国企业出海的实战密码，探寻中英产业合作新增长点。 谭亮拥有20余年全球大型企业管理经验，曾担任阿里巴巴企业大学全球执行校长、通用电气企业大学中 国区校长，深耕全球化战略、跨文化管理及组织变革领域，实战经验深厚。 针对企业出海的方法论，谭亮教授提出，企业出海应秉持 "想十年、看三年、干一年" 的长期主义实践 路径，核心在于突破"擅长执行、疏于长远思考"的短板。 同时，他引用"慢即是快"的理念，建议企业家进军海外市场时，可以采取"去高地、找高人、听高见"的 实践路径：粤港澳大湾区在全球七大湾区中创新专利指标突出，是高能量思想碰撞的聚集地，这便是企 业可依托的 ...

高端装备赛道选手南京快轮智能科技有限公司创始人刘峰的参赛项目是"海陆空个人全域出行产 品"。其团队自主研发的Skyrider X6飞行摩托，车身采用碳纤维复合材料和航空级铝合金，已成功在阿 拉善沙漠起飞，一度登上海外热搜，并于今年8月获得4000万元融资。 "此次大赛最鲜明的特征是'融合迸发的创新态势'，人工智能已渗透至高端装备、新能源、生物医 药等各领域，与新材料的突破共同打破产业边界，塑造现代化产业新体系。"大赛评审专家、中国工程 院院士刘加平说，创新者正从技术突破迈向系统性商业生态构建，这些实践让"新质生产力"可知可感。 刘加平建议，相关部门、机构应在底层原创上给予更多耐心，在打造具有全球竞争力的产业链上持续发 力，在创新文化与风险投资环境的培育上深耕不辍。 在人工智能与机器人赛道，常州识元技术有限公司联合创始人李威剑带来的"基于机器视觉的工业 检测平台的研发与产业化"项目引发众人关注。目前该技术已应用于PCB缺陷检测、车灯检测等领域， 并服务大族激光、比亚迪等企业。 省人社厅副厅长封春晴介绍，大赛致力于构建"赛场到市场、创意到产业"的全链条服务体系，对于 获得一、二等奖并符合条件的项目，在申报省"双创 ...

Core Insights - A-share listed companies have shown strong performance in Q3 2025, with both year-on-year and quarter-on-quarter growth driven by macro policies and technological innovation [1][2][3] Electronics Industry - The electronics sector is entering an upward cycle, with high-tech industries maintaining rapid growth. R&D investment in high-tech manufacturing services reached 229.6 billion yuan, a 9% increase year-on-year, driving revenue and net profit growth of 10% and 19% respectively [2][3] - The semiconductor industry, particularly AI-driven segments, has seen significant profit increases, with companies like Cambrian achieving a revenue of 4.607 billion yuan, up 2386.38% year-on-year, and a net profit of 1.605 billion yuan [2] - The overall revenue for the Shenzhen electronics sector reached 1.59 trillion yuan, a 15.03% increase year-on-year, with net profit growing by 32.12% to 79.122 billion yuan [3][4] New Energy Sector - The new energy sector has become a key area for growth, with companies in the battery, photovoltaic, and wind power equipment sectors achieving a combined revenue of 1.06 trillion yuan, up 10.56% year-on-year, and a net profit of 78.705 billion yuan, up 31.87% [5][6] - Notable performers include CATL, which reported a revenue of 283.072 billion yuan, a 9.28% increase, and a net profit of 49.034 billion yuan, a 36.20% increase [5][6] Consumer Sector - The consumer sector has shown resilience, with policies aimed at boosting consumption leading to steady growth. Companies in the home appliance sector reported a revenue increase of 5.17% year-on-year [8][9] - The demand for smart home products has surged, with companies like Ecovacs seeing a net profit increase of 131% [9] - The automotive sector, particularly in new energy vehicles, has also seen significant growth, with major manufacturers reporting over 10% increase in sales [9][10] Future Outlook - The electronics and new energy sectors are expected to maintain high growth levels, supported by AI demand and domestic substitution trends [3][4] - The consumer sector is likely to benefit from ongoing policy support and technological advancements, with new consumption scenarios emerging [10][11]

Core Insights - Xiaopeng Motors (XPEV.US) shares rose by 5.37% to $22.96 in pre-market trading following announcements made during the 2025 Xiaopeng Technology Day [1] - The company plans to enter the Robotaxi, humanoid robot, and flying car sectors, with an L4 Robotaxi expected to launch in 2026, equipped with four Turing chips [1] - A partnership with Alibaba's ride-hailing platform, Gaode, will facilitate the operation of Robotaxi services [1] Financial Analysis - Citigroup's research report views the announcements as positive, suggesting that while the profitability of Xiaopeng's new business ventures is still in early stages, it could enhance market sentiment and elevate the stock's valuation from traditional new energy vehicle levels to higher premiums associated with AI, technology, and Robotaxi [1] - Citigroup maintains a "Buy" rating on Xiaopeng Motors with a target price of $29.4 [1] Stock Performance - The closing price on November 5 was $21.79, with a decrease of 3.97% [1] - The pre-market price on November 6 was $22.96, reflecting an increase of $1.17 [1] - The stock has a market capitalization of $20.807 billion and a trading volume of 14.2982 million shares [1]

从行前线路规划、时刻查询与交通卡充值，到途中刷码乘车与便民服务，再到行程结束后的发票开具， 形成智慧出行服务闭环。作为深圳向导，它不仅提供旅行攻略、商圈指引、美食与酒店推荐，还能解读 深圳历史文化，洞察"十五运会"等本地热点，是一位真正"懂出行、更懂深圳"的智能向导。 "以前查路线要使用多个App，现在对着AI深铁宝说句话就能搞定，就像有了私人出行管家"。市民王女 士体验后为AI深铁宝点赞。 除此之外，AI深铁宝智能体还设置了"深圳出行福利专区"，汇聚丰富的出行优惠。用户通过手机发 送"深圳出行优惠"，即有机会赢取乘车优惠券，开启一段"聪明、有趣又实惠"的AI探索之旅。 AI深铁宝智能体利用人工智能、大数据等前沿技术，通过整合地铁、运营、商管、酒店等核心资源， 以及接入支付宝平台相关资源，构建了独特的"轨道+"知识体系，有效链接城市交通枢纽，串联多元化 本地服务，打造了从出发到抵达的"点到点"一站式智能服务生态。 "AI深铁宝"能聊、会答、懂攻略，还能解读历史文化 【深圳商报讯】（首席记者 李秀瑜）能聊、会答，还能解读历史文化……近日，深铁集团及旗下深圳 通与支付宝携手，基于AI大模型深度推理能力，在深圳地铁 ...

Core Insights - The overall performance of companies listed on the Shanghai Stock Exchange has shown positive growth in both revenue and net profit for the third quarter of 2025, driven by effective macroeconomic policies [1] - The Science and Technology Innovation Board (STAR Market) has demonstrated robust growth, with significant increases in revenue and R&D investment among companies, particularly in high-tech sectors [2][3] - New consumption trends are emerging, with a notable rise in demand for smart and high-end products, as well as diversification in basic consumer goods [4][5] - The photovoltaic industry is transitioning from a focus on scale to quality and efficiency, aided by government policies aimed at reducing "involution" and promoting high-quality development [6][7] Group 1: Shanghai Stock Exchange Performance - In the first three quarters of 2025, companies on the Shanghai Stock Exchange achieved a total operating revenue of 37.58 trillion yuan, a slight year-on-year increase, and a net profit of 3.79 trillion yuan, up 4.5% year-on-year [1] - In Q3 2025, net profit and net profit after deducting non-recurring gains and losses increased by 11.4% and 14.6% year-on-year, respectively, with significant quarter-on-quarter growth [1] - A total of 501 companies have announced dividend plans, with cash dividends exceeding 600 billion yuan, reflecting a 3.3% year-on-year increase [1] Group 2: STAR Market Developments - The 588 companies on the STAR Market reported a combined operating revenue of 1.01 trillion yuan, marking a 6.6% year-on-year growth, with a median R&D intensity of 12.4% [2] - Among unprofitable companies on the STAR Market, those that disclosed Q3 reports showed a 35.1% increase in revenue and a 45.4% reduction in net losses, with a median R&D intensity of 44.3% [2] - High-tech manufacturing services invested 229.6 billion yuan in R&D, leading to a 10% increase in revenue and a 19% increase in net profit [2] Group 3: New Consumption Trends - Companies in the smart home sector, such as Ecovacs, reported a 131% year-on-year increase in net profit, while Haier's user co-creation initiatives led to a 15% increase in net profit [4] - In the smart wearable market, Huaqin Technology achieved over 50% growth in both revenue and net profit [4] - The food and beverage sector is expanding, with Kweichow Moutai's mid-to-high-end sales increasing by 20% year-on-year [5] Group 4: Photovoltaic and Lithium Battery Industries - The photovoltaic industry is shifting towards technological innovation and global expansion, with companies like Tongwei reporting significant reductions in losses [6] - In the lithium battery sector, companies like Huayou Cobalt and Putailai achieved net profit increases of 40% and 37%, respectively, through product optimization [7] - The steel and cement industries are also seeing improved profitability, with net profits increasing by 550% and 21% year-on-year, respectively, due to better pricing and cost management [7]

Group 1 - Changan Automobile and EHang have established a new technology company in Chongqing, focusing on smart unmanned aerial vehicles and AI development, indicating a positive outlook on the future technology market [1][2] - The new company aims to enhance Changan's competitiveness in smart transportation and robotics, potentially attracting capital market interest in drone and related technology applications [1][2] Group 2 - Li Auto and Sunwoda have formed a joint venture, Zhejiang Li Auto Battery Co., Ltd., which will focus on battery manufacturing and emerging energy technology, enhancing Li Auto's self-sufficiency in electric vehicle core components [2] - This collaboration is expected to drive technological upgrades and cost optimization across the battery supply chain, boosting investor confidence in the electric vehicle sector [2] Group 3 - Stellantis has partnered with NVIDIA, Uber, and Foxconn to explore the development and deployment of L4 autonomous vehicles for ride-hailing services, marking a new phase in automotive industry collaboration [3] - The partnership leverages NVIDIA's computing power, Foxconn's manufacturing capabilities, and Uber's data, potentially reshaping the valuation of the smart driving supply chain and benefiting sensor and high-precision mapping sectors [3] Group 4 - Autohome has responded to criticisms regarding its extreme range testing of new vehicles, emphasizing the professionalism and objectivity of its testing methods, which may enhance its credibility in the industry [4] - The incident highlights the growing importance of transparency in testing standards and procedures, potentially influencing automakers' strategies regarding range commitments [4]

Group 1: Event Overview - The 138th Canton Fair took place from October 15 to 19 in Guangzhou, featuring an exhibition area of 520,000 square meters with over 25,000 booths [2][3] - The number of overseas buyers attending the fair exceeded 69,000 on the first day, indicating a potential record high for foreign attendance [2] Group 2: Innovative Products - The smart electric luggage, which can be ridden and used for storage, gained significant attention, with foreign buyers quickly placing orders [3][4] - Airwheel, a company specializing in smart travel products, reported over 1,000 sample orders for their electric luggage within the first two days of the fair, with confirmed interest from over 20 potential clients [4][5] - The smart exoskeleton showcased in the service robot section attracted many foreign buyers, who expressed immediate interest without inquiring about the price [6][7] Group 3: Market Trends - Airwheel holds over 90% market share in the global smart luggage market, with annual export growth exceeding 40% since the 133rd Canton Fair [4][5] - Jianghua Company, known for its innovative measuring tools, highlighted a patented tape measure that retails for $30 in the U.S., showcasing the company's focus on high-quality, technology-driven products [8][9][10] - The introduction of new technologies in seawater desalination by Fenghai Company significantly reduces costs to approximately 6 yuan per ton, positioning the company as a leader in the field [12][14] Group 4: Global Perception - The fair is perceived as a "global innovation hub," reflecting China's advancements in technology and product design, as noted by international buyers [17][18] - New Zealand's Guangdong Chamber of Commerce Secretary Long Hao emphasized the shift in focus from price sensitivity to technology and design among foreign buyers [18][19]

Core Perspective - The film "Memory Journey 2: Last Upload" explores the emotional and philosophical implications of travel in the technological age, emphasizing that travel is not merely about reaching a destination but about the journey itself and the experiences along the way [1][3]. Group 1: Film Overview - The film is set in a futuristic world and follows the inventor of the "Lingbo System," who uploads his consciousness to fulfill his father's exploratory wishes, highlighting the significance of the journey over the destination [3]. - The narrative intertwines science fiction with humanistic reflections, aiming to convey the brand's understanding of "future travel" as a quest for freedom, balance, and emotional connection in a tech-driven era [3]. Group 2: Brand Philosophy - The two central elements in the film, the "Lingbo Capsule" and the "Ninth Microfilm Concept Car," symbolize the balance between technology and efficiency, and individuality and freedom, respectively [3]. - The film represents a deeper brand philosophy that future travel should balance efficiency, freedom, individuality, and technology, rather than providing a singular solution [3][5]. Group 3: Brand Initiatives - The release of "Memory Journey 2: Last Upload" is part of the brand's long-term commitment to content expression, emphasizing that the essence of the brand lies in spiritual resonance beyond just products [5]. - The brand is conducting a nationwide screening event for the "Memory Journey" series, inviting over 3,000 users across 30 cities to experience cinema-level enjoyment, particularly targeting a younger audience [5]. Group 4: Vision for Future Travel - The brand's mission is to simplify mobility and enhance life through technology, believing that the ultimate meaning of travel is not just about efficiency but also about the experiences and reflections encountered along the way [6]. - The brand aims to innovate travel methods while conveying deeper brand values, suggesting that true intelligent travel allows individuals to discover a better version of themselves during their journeys [6].

Group 1 - The 138th Canton Fair showcased innovative products, including smart electric luggage and intelligent assistive exoskeletons, attracting significant interest from international buyers [2][4][8] - The exhibition area reached 520,000 square meters with over 25,000 booths, and the number of overseas buyers exceeded 69,000 on the first day, indicating a potential record high for foreign attendance [4][36] - Airwheel, a company specializing in smart luggage, reported a surge in orders, with over 1,000 sample units shipped and more than 20 potential clients expressing interest in exclusive agency agreements [7][36] Group 2 - The intelligent assistive exoskeletons gained popularity among foreign buyers, with many expressing immediate intent to purchase without inquiring about prices [8][10] - Jianghua Company showcased a unique tape measure with patented technology, selling for $30 in the U.S. market, highlighting the company's focus on high-quality, innovative tools [13][15] - Fenghai Company introduced a new seawater desalination technology that significantly reduces costs to approximately 6 yuan per ton, leveraging renewable energy sources [18][21] Group 3 - Beifa Group, known as the "Asian Pen King," presented its AI devices at the fair, reporting a monthly shipment of over 10,000 units and aiming to transform into an advanced manufacturing entity [24][27] - The fair is perceived as a global innovation hub, reflecting China's advancements in technology and manufacturing capabilities, with foreign buyers increasingly focused on quality and innovation rather than just price [28][32]