重磅文件发布，事关"人工智能+制造"专项行动。 1月7日，工业和信息化部等八部门印发《"人工智能+制造"专项行动实施意见》（以下简称《意 见》）。 《意见》明确，到2027年，我国人工智能关键核心技术实现安全可靠供给，产业规模和赋能水平稳居世 界前列。推动3－5个通用大模型在制造业深度应用，形成特色化、全覆盖的行业大模型，打造100个工 业领域高质量数据集，推广500个典型应用场景。培育2－3家具有全球影响力的生态主导型企业和一批 专精特新中小企业，打造一批"懂智能、熟行业"的赋能应用服务商，选树1000家标杆企业。建成全球领 先的开源开放生态，安全治理能力全面提升，为人工智能发展贡献中国方案。 重点内容如下： 强化人工智能算力供给。推动智能芯片软硬协同发展，支持突破高端训练芯片、端侧推理芯片、人工智 能服务器、高速互联、智算云操作系统等关键核心技术。有序推进高水平智算设施布局，加快建设算力 互联互通平台、全国一体化算力网监测调度平台，开展智算云服务试点，推动大模型一体机、边缘计算 服务器、工业云算力部署，提升智算资源供给能力。 开发高水平行业模型。支持模型训练和推理方法创新，开发适应制造业实时性、可靠性、安 ...

八部门：推动模型轻量化部署，加快在工业场景落地应用 开发高水平行业模型。支持模型训练和推理方法创新，开发适应制造业实时性、可靠性、安全性特点的 高性能算法模型。培育重点行业大模型，发展"云－边－端"模型体系，持续提升泛化能力。打造面向工 业细分场景小模型，鼓励大小模型协同创新。推动模型轻量化部署，加快在工业场景落地应用。打造模 型公共服务平台，提供高水平模型及配套工具服务。 八部门：推动人工智能技术融入大飞机、船舶等重大技术装备研发、制造、运行，发展无人机等智能低 空装备 工信部等八部门印发《"人工智能+制造"专项行动实施意见》。 其中提出，到2027年，我国人工智能关键核心技术实现安全可靠供给，产业规模和赋能水平稳居世界前 列。推动3—5个通用大模型在制造业深度应用，形成特色化、全覆盖的行业大模型，打造100个工业领 域高质量数据集，推广500个典型应用场景。培育2—3家具有全球影响力的生态主导型企业和一批专精 特新中小企业，打造一批"懂智能、熟行业"的赋能应用服务商，选树1000家标杆企业。建成全球领先的 开源开放生态，安全治理能力全面提升，为人工智能发展贡献中国方案。 八部门：支持突破高端训练芯片、端侧 ...

消息面上，据新华社，美国企业家埃隆·马斯克2025年12月31日在社交媒体上表示，其脑机接口公司"神 经连接"将于2026年开始对脑机接口设备进行"大规模生产"，并转向"更加精简和几乎完全自动化的外科 手术流程"。 湘股方面，上午，商业航天领域板块表现亮眼，截至午间休盘，华曙高科上涨13.87%，飞沃科技上涨 12.95%，航天环宇涨超10%。同时，贵金属方面，湖南白银和湖南黄金分别上涨9.68%和2.7%。智能医 疗领域，可孚医疗、古汉医药和大湖股份涨超6%。 三湘都市报1月5日讯（全媒体记者 仝若楠）1月5日，2026年A股开盘首日高开高走，迎来"开门红"，上 证指数时隔34个交易日重回4000点。截至午间休盘，沪指报4011点，涨幅超1%。深圳成指和创业板指 分别上涨1.87%和2.15%，市场上有超4000只个股上涨。 其中，脑机接口概念表现活跃。截至午间休盘，该板块上涨超13%，成分股中，倍益康30%涨停，三博 脑科、爱朋医疗、狄耐克、谱尼测试、美好医疗、伟思医疗等股20%涨停。 ...

Group 1 - The core point of the article is that Sichuang Medical (SZ 300078) held its 16th board meeting on December 29, 2025, to discuss various proposals, including the change of the internal audit leader [1] - For the first half of 2025, Sichuang Medical's revenue composition was as follows: 53.84% from property sales, 39.28% from business intelligence, and 6.87% from smart healthcare [1] - As of the report date, Sichuang Medical's market capitalization was 4.6 billion yuan [1] Group 2 - The article also mentions a breakthrough in China's new chip technology that bypasses the limitations of lithography machines, supporting AI training and embodied intelligence, with mass production possible at 28nm and above [1]

Group 1 - The article highlights the advancements in medical technology in Beijing, showcasing how AI and robotics are transforming healthcare practices [1][14]. - A patient who was bedridden for six years was able to lift a cup using only their thoughts, demonstrating the potential of brain-computer interfaces [1][3]. - A domestic surgical robot has achieved remarkable precision, capable of performing sub-millimeter "sculpting" on quail eggs, indicating significant technological breakthroughs [1][5][7]. Group 2 - The article discusses the development of a surgical robot that is highly flexible, capable of 360-degree rotation, and its implications for surgical procedures [7]. - MRI technology has been miniaturized by 50 times while reducing costs to one-tenth, raising questions about its ability to maintain detail in imaging [10]. - A Bluetooth-connected pen is being used for early disease screening, showcasing how AI is facilitating innovative healthcare solutions [12]. Group 3 - Beijing is positioning itself as a hub for smart medical innovation, integrating technology deeply into medicine through initiatives like the "AI向新力" documentary series [14]. - The documentary aims to showcase the practical applications of AI in cultivating new productive forces in the capital [14].

Core Insights - Hangzhou is emerging as a hub for postdoctoral talent innovation and entrepreneurship, showcasing significant achievements in attracting and nurturing postdoctoral researchers [1][2][3] Group 1: Achievements in Postdoctoral Development - In 2023, 17 postdoctoral researchers from Hangzhou were selected for the "Boxin Plan," ranking among the top in vice-provincial cities nationwide [1] - Hangzhou's postdoctoral participants won 8 medals, including the highest number of gold medals in the third National Postdoctoral Innovation and Entrepreneurship Competition [1] - The city has 18 provincial postdoctoral research stations upgraded to national-level, leading the province in this regard [1] Group 2: Supportive Ecosystem for Postdoctoral Talent - The local government provides comprehensive policy support throughout the entire cycle of talent development, facilitating the application of research outcomes to market needs [2] - Companies like Xino Intelligent Medical Co., led by postdoctoral fellow Fang Run, benefit from a favorable business environment and rapid market integration of their AI technology for medical imaging [2] - Postdoctoral fellow Wang Mingming from the University of Science and Technology of China appreciates the financial and research support from the "Boxin Plan," which enhances his confidence in tackling challenging research projects [2] Group 3: Infrastructure for Talent Retention - Postdoctoral workstations are crucial for incubating and retaining postdoctoral talent, with companies like Aolida Elevator rapidly developing their research stations to national status within three years [3] - The company emphasizes meeting postdoctoral needs, ensuring high retention rates by providing access to cutting-edge projects and living support [3] - The launch of the "Hangzhou Postdoctoral Entrepreneurship Park (Lin'an District)" aims to offer more entrepreneurial opportunities for postdoctoral researchers [3]

Core Insights - Nanshan District showcases its strong industrial "magnetism" and cooperation willingness through targeted promotion and major project signings at the 2025 Shenzhen Global Investment Conference [2] Group 1: Artificial Intelligence and Robotics - Nanshan has gathered 1,351 large-scale enterprises in the artificial intelligence sector, with 56 ranked among the city's top 100 AI companies [2] - The district is building a comprehensive innovation system for AI and robotics, supported by specialized industrial spaces and precise industrial policies [2] Group 2: AI Terminal and Harmony Ecosystem - Nanshan has established a significant first-mover advantage in the Harmony ecosystem, having built the country's first Harmony ecosystem innovation center [3] - The district is developing a collaborative innovation system focusing on "RISC-V chips, Harmony system, and AI terminals," supported by the "Eight Policies for Harmony" to empower enterprise technology implementation and product innovation [3] Group 3: Major Project Signings - Nanshan successfully signed contracts with four key enterprises, including China Electronics, Hilton, Bosi Quantum, and Yahua Electronics, focusing on core technology, high-end services, quantum frontiers, and high-end electronics [4] - The China Electronics project will establish a new R&D institution focusing on integrated circuits and advanced computing [4] - Hilton's project will enhance the internationalization of Nanshan's high-end service industry with the opening of its first Waldorf Astoria hotel in Guangdong [4] Group 4: Quantum Computing and Healthcare - Bosi Quantum will establish a coherent optical quantum computing equipment manufacturing center in Nanshan, marking a significant step in China's engineering mass production in this field [5] - Yahua Electronics will build a healthcare technology integration innovation demonstration base in Nanshan [5] Group 5: Economic Performance and Investment - Nanshan's GDP reached 950.1 billion yuan, leading the province for 12 consecutive years, with a focus on precise industrial policies to support innovation and entrepreneurship [6] - The district attracted 378 key projects this year, with a total intended investment exceeding 150 billion yuan, showcasing strong industrial clustering effects [6] - Nearly 40% of the world's top 500 foreign-invested enterprises are located in Nanshan, which aims to enhance its dual empowerment capabilities in global industrial and innovation chains [6]

Core Insights - The 2025 Shenzhen Global Investment Conference opened on December 5, attracting over 1,000 representatives from more than 30 countries and regions, highlighting Shenzhen's economic vitality and investment potential [1] - Nanshan District showcased its strong industrial magnetism and cooperation willingness through targeted promotions and significant project signings during the conference [1] Group 1: Investment Opportunities - Nanshan District hosted two themed investment activities focusing on artificial intelligence, robotics, AI terminals, and software services, demonstrating its robust industrial strength and complete ecosystem [2] - The district has gathered 1,351 AI enterprises, with 56 ranked among the city's top AI companies, emphasizing its leadership in the AI and robotics sector [2] - Nanshan is building a collaborative innovation system around "RISC-V chips, HarmonyOS, and AI terminals," supported by specific policies to empower technology implementation and product innovation [4] Group 2: Major Project Signings - Nanshan successfully signed projects with four key companies: China Electronics, Hilton, Bosi Quantum, and Yahua Electronics, focusing on core technology, high-end services, quantum frontiers, and high-end electronics [6] - The projects reflect strong confidence from leading enterprises in Nanshan's future development, including a new research institute by China Electronics and the first Waldorf Astoria hotel in Guangdong by Hilton [6][8] - Bosi Quantum will establish a quantum computing equipment manufacturing center, marking a significant step in China's engineering production phase in this field [8] Group 3: Economic Performance and Policies - Nanshan District has led the province in GDP for 12 consecutive years, with a total GDP of 950.1 billion yuan in 2024, and is implementing a precise industrial policy matrix for 2025 [9] - The district introduced 378 key projects this year, with a total intended investment exceeding 150 billion yuan, showcasing strong industrial clustering effects [10] - Nanshan is home to 26,700 foreign-funded enterprises, with nearly 40% of the world's top 500 foreign-invested companies located there, enhancing its dual empowerment capabilities in global industry and innovation [10]

Core Viewpoint - Yuanxu Intelligent Medical Technology (Xiamen) Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on various applications in the artificial intelligence sector [1] Company Summary - The company is wholly owned by Xiangyu Medical [1] - Its business scope includes artificial intelligence industry application system integration services, research and development of intelligent robots, sales of intelligent robots, sales of artificial intelligence hardware, and services for the artificial intelligence innovation and entrepreneurship platform [1]

Group 1: Consumer Sector - The government has implemented substantial measures to boost consumption, focusing on smart products, green energy, and products for the elderly [1] - The fourth round of "trade-in" subsidies is accelerating, targeting home appliances, digital products, and home decoration, with a deadline for consumers to act by December 31 [1] Group 2: Alcohol and Pharmaceutical E-commerce - A company specializing in both liquor and pharmaceutical e-commerce has seen revenue growth of nearly 30%, with high gross margins due to increased demand during year-end banquets [1] - The pharmaceutical e-commerce segment benefits from stricter regulations, providing a competitive edge, while innovative drugs are in phase three clinical trials, indicating strong cash flow and a low price-to-earnings ratio compared to peers [1] Group 3: Prepared Dishes and New Retail - A company focused on prepared dishes and new retail is experiencing rapid market growth, with the market size exceeding 600 billion, although its actual revenue contribution is only over 10% [3] - The main business remains traditional retail with lower gross margins, and new production facilities for prepared dishes will not be operational until 2026, posing risks for large investments [3] Group 4: Healthcare Sector - Companies specializing in cold medicine are expected to see revenue spikes during the flu season, with over 40% of their revenue coming from this period, but they have low R&D investment, limiting long-term growth potential [3] Group 5: Elderly Care and AI Medical Services - A company focusing on elderly care and AI medical services has seen over 50% revenue growth in community care and rehabilitation, with AI diagnostic systems implemented in numerous grassroots hospitals [5] - The company has high R&D investment compared to industry averages, but its diverse business lines contribute limited short-term profits, making it suitable for long-term investment [5] Group 6: Private Hospitals and Smart Medical Services - A company operating in private hospitals, smart medical services, and coal has seen over 30% revenue growth in private hospitals, with stable cash flow from coal operations [6] - The company has a diversified risk profile but lacks a core growth engine, making it suitable for conservative investors [6] Group 7: High-end Manufacturing - The high-end manufacturing sector is receiving strong policy support, with a focus on industrial mother machines, which are expected to modernize by 2027 [6] - A company producing CNC machines has reported over 60% profit growth in the first three quarters, with a nearly 40% year-on-year increase in industrial mother machine revenue [6] Group 8: New Energy and Digital Economy - The new energy and digital economy sectors are experiencing explosive growth, with data trading becoming a national focus and data center capacity reaching 500 PB [8] - The company involved in data business has seen revenue double, with stable cash flow from cement operations and lower valuations compared to peers, indicating potential for increased profitability if the data business model is successful [8]