编者荐语： 科技趋势强化和产业规划落地或成为十月交易的主线。"十五五"规划将指引中国经济未来的发展方向，也将为资本市场提供重要的投资线索。叠加全球人 工智能行业的快速发展以及国内科技行业的突飞猛进，我们预计十月的资本市场仍将主要围绕科技行业做文章。 申万宏源证券上海分公司官微，能为您提供账户开立、软件下载、研究所及投顾资讯等综合服务，为您的财富保驾护航。 科技趋势强化和产业规划落地或成为十月交易的主线 。 "十五五"规划将指引中国经济未来的发展方向，也将为资本市场提供重要的投资线 索。叠加全球人工智能行业的快 速发展以及国内科技行业的突飞猛进，我们预计十月的资本市场仍将主要围绕科技行业做文章。国民经济 和社会发展五年规划的主要目的是为国民经济与社会发展的远景设定目标、指明方向，它会针对经济、改革、社会发展等领 域制定具体规 划。从五年规划经济结构主要指标的演变看，我国规划侧重点已从关注三次产业比例，逐步转向重视科技创新与研发投入。"十五五"期间 产业结构调整的首要方向是转型升级，同时"反内卷"与服务业发展也需重点关注。 梳理历次五年规划的变迁，可以看到我国对科技创新的重视呈趋势性增强，预计 "十五五"规划对科 ...

"传统汽车工业要想实现质的飞跃，必须要插上人工智能的翅膀。"李书福认为，AI技术在汽车行业中的 应用前景非常广阔，能够助力传统车企进一步挖掘和发挥自身竞争力，具有巨大的潜力和价值。 谈及未来，李书福表示，安全是汽车行业发展永恒的前提。未来的汽车，将融会贯通所有领先技术，仿 佛一个拥有众多资深司机智慧的"智能大脑"。 "赛力斯一直在思考如何提供更极致的用户体验。直到AI的出现，让我们豁然开朗。"张兴海表 示，"AI+车"的第一步是先成为移动智能体，能够具备智能安全、智能增程和智慧服务的特点。未来 的"AI+车"将成为一个有情感、更智慧、更安全、可信赖的移动智能体和生活伴侣。 "未来的汽车将成为一个超级智能体，可以是人们工作最好的伙伴、生活最好的秘书、情感最好的伴 侣，也将成为一个超级空间，为人们的未来生活提供无穷的想象力和美好体验。"印奇表示，"AI+车"是 人类通向通用人工智能的最重要的产业基石。未来，会依托"AI+车"的技术基础，培育孵化出更加完整 的产业生态链，并涌现出更多具身场景终端。(完) 中新网重庆新闻9月30日电 9月28日，"新韵重庆千里智驾——AI重庆智驾之夜暨千里科技品牌发布 会"举行。活动 ...

Core Insights - The 2025 World Manufacturing Conference was successfully held in Hefei, Anhui from September 20 to 23, focusing on the theme "Intelligent Manufacturing, Creating a Better Future" [13] - The conference attracted guests from over 40 countries and regions, featuring 4 major events, 6 project matchmaking activities, and 23 specialized activities [13] - The exhibition showcased achievements in new industrialization, particularly in artificial intelligence, with a dedicated robot section and the release of several large model technologies and application scenarios [13] Group 1 - The conference served as an important platform for international cooperation and was approved by the State Council, aligning with national diplomatic strategies [13] - A total of 735 cooperation projects were facilitated during the conference, with a total investment of 380.2 billion yuan, marking a 2.4% increase in project numbers and a 3% increase in investment compared to the previous year [15] - Manufacturing projects accounted for over 90% of the total, with the Yangtze River Delta region contributing more than 50% of the project numbers and total investment [15]

中新网重庆新闻9月29日电 9月28日，"新韵重庆 千里智驾——AI重庆智驾之夜暨千里科技品牌发布 会"举行。发布会上，千里科技董事长印奇发布了新的品牌英文名称"AFARI"及品牌标识。 在智能座舱领域，千里科技基于行业领先的多模态大模型和AI技术，致力于提升人车交互的体验。在 智能出行领域，随着技术迭代、成本下探和政策开放，Robotaxi预计在未来三年进入快速普及期。目 前，千里科技已制定相应计划，目标在未来18个月完成Robotaxi全链路产业布局。 印奇称，千里科技将通过推动产业整合，构建从技术、产品到服务的完整产业体系。目前，千里科技正 在加速L4级智驾方案的研发，与吉利合作研发Robotaxi专用车型，并与国内外领先的出行服务提供商合 作，共同打造Robotaxi运营服务平台。 根据计划，千里科技未来将携手合作伙伴，在全球10座城市实现规模化的Robotaxi运营服务。 当前，重庆正加速建设智能网联新能源汽车之都，已集聚19家整车企业、1200家配套企业，形成从芯 片、传感器到软件算法、整车制造的完整产业链。千里科技所在的两江新区，正着力打造智能网联新能 源汽车之都核心承载地，已经形成了一条完整的 ...

Group 1 - The National Data Bureau is promoting the "Data Element ×" initiative, encouraging local governments to explore and implement policies that activate the value of data elements [1][2] - The initiative has shown effective support policies, with over 10 provinces, including Shandong, having developed action plans and financial support measures [1][2] - Local governments are exploring diverse paths for releasing the value of data elements, with a focus on pilot projects and case promotions [1][2] Group 2 - The integration of real data is advancing, enhancing the multiplier effect of data elements, benefiting both traditional and emerging industries [2] - Various regions are accelerating the legislative process for data regulations, with Guangdong and Jiangsu leading in policy development and data resource management [3][4] - Chongqing is focusing on digital empowerment in the intelligent connected vehicle sector, creating a trusted data space for the automotive industry [4]

（原标题：创业到湾区：双"三角循环"中的创新策源地） 南方财经记者吴蓉 赵晓晨 佛山报道 创业大赛的赛场，既是梦想家的舞台，也是新质生产力的孕育之地。 9月27日在佛山闭幕的粤港澳大湾区创业大赛决赛上，当医克生物同时抱回特等奖和川商基金9000万元的意向投资时，中国创新药将再添一分全球 竞争力；当横乐科技在路演结束后收到多家医院发出的介入机器人订单意向时，又一个 "实验室技术"向"临床应用"跨越的关键节点被打通；当清 华大学-剑桥大学-麻省理工学院未来交通研究中心主任吴建平在赛后马不停蹄赶往广州考察车企时，智能网联新能源汽车的创新，或许就有了更 多可能。 这些鲜活案例，是粤港澳大湾区迈向全球科技创新高地和新兴产业重要策源地的生动注脚。 当前，我国在经济高质量发展中强调，要加快形成教育、科技、人才"三位一体"协同高效运行机制。来自全球的顶尖创新人才，带着最硬核的科 技成果齐聚粤港澳大湾区，与中国开放程度最高、经济活力最强的区域之一相互碰撞，既是一场对人才的成就，也是一次对区域发展的推动—— 大湾区得以强化创新策源能力，不仅能"量产"创新企业，更能持续孕育颠覆性的技术范式与产业形态。 这背后，"孔雀为何东南飞"也 ...

Core Insights - The event "AI Chongqing Smart Driving Night" showcased the integration of AI in the automotive industry, emphasizing the potential of "AI+Car" in transforming the sector [1][3] - The company Qianli Technology announced its new brand name "AFARI" and logo, signaling its commitment to accelerate AI and international development [1][19] - Qianli Technology aims to establish itself as a world-class tech company by leveraging Chongqing's robust industrial chain and its own AI capabilities [3][5] Group 1: Event Highlights - The event featured discussions among industry leaders, including Qianli Technology's chairman and executives from major automotive companies, focusing on the future of AI in vehicles [3][5] - A live demonstration of Qianli's intelligent driving system was conducted in challenging urban environments, showcasing its capabilities in complex road conditions [1][12] - The event concluded with a spectacular drone show, illustrating the vision of AI's future impact on daily life [21] Group 2: Company Developments - Qianli Technology has completed its business layout in intelligent driving, intelligent cockpit, and smart mobility within a year, driven by AI technology [5][9] - The company is developing a comprehensive Robotaxi service, aiming to deploy over 1,000 vehicles in ten cities within 18 months [10][19] - The new brand "AFARI" symbolizes a vision of a future where AI enhances human life, with a focus on creating a unified operating system and intelligent assistants [19][18] Group 3: Technological Innovations - Qianli's intelligent driving system utilizes advanced AI models to redefine industry standards, achieving high safety and adaptability in real-world scenarios [5][14] - The integration of large models in smart cockpits is expected to significantly enhance user experience and customer value [7][9] - The company is committed to reducing reliance on traditional data models, focusing on a sustainable approach to AI development [16][19]

Core Insights - The event "AI Chongqing Smart Driving Night" showcased the integration of AI in the automotive industry, emphasizing the potential of "AI+Car" in transforming the sector [1][3] - The new brand name "AFARI" and its logo were unveiled, reflecting the company's commitment to accelerate AI and international development [1][17] Group 1: Company Developments - Qianli Technology has completed a comprehensive business layout in intelligent driving, intelligent cockpit, and smart mobility within a year, leveraging its strong manufacturing base in Chongqing and strategic partnership with Geely [5] - The company aims to establish an industry-leading "AI+" innovation system, aspiring to become a world-class technology firm [3][5] - The "Qianli Plan" was introduced, focusing on creating a harmonious coexistence between AI and humanity through a unified operating system and intelligent assistants [20] Group 2: Technological Innovations - In the intelligent driving sector, Qianli Technology is redefining industry standards with AI-driven intelligent assistance systems, successfully navigating complex road conditions in Chongqing [5][11] - The intelligent cockpit combines large models with user interaction, enhancing the driving experience through advanced features [7] - Plans for Robotaxi deployment are underway, with a goal to establish a complete industrial chain within 18 months, aiming for large-scale operations in ten cities [9] Group 3: Event Highlights - The event featured a live demonstration of Qianli's intelligent driving system, showcasing its performance in challenging urban environments [13][15] - The drone display at the event symbolized the vision of AI as a powerful assistant and a transformative force in daily life [21]

Group 1 - The core viewpoint of the articles emphasizes the implementation of "data element ×" actions across various provinces, showcasing the multiplier effect of data elements in enhancing economic and social development [1][2] - More than 10 provinces and cities have developed comprehensive or specific work plans for the "data element ×" initiative, supported by financial incentives and policies [1] - Local governments are creating databases, including project, scenario, case, and expert libraries, to tailor strategies for individual enterprises, thereby increasing investment and addressing challenges [1] Group 2 - In the tourism sector, Chongqing has utilized multi-source data to create an intelligent optimization model for tourism routes, resulting in a 25 percentage point increase in visitor satisfaction [2] - Shandong has developed a "data-driven marine tourism joint operation" model, leading to a 150% increase in marine tourism products and a 172% rise in visitors [2] - Jiangsu has launched a unified data exchange, listing 3,933 data products and attracting 1,864 data vendors and third-party service providers within five months [2] - The release of the data element multiplier effect has also fostered the cultivation of digital talent, with Guangdong implementing standards for evaluating big data engineering technical talent and providing training subsidies [2]

文 | 赵伟、贾东旭、侯倩楠 联系人 | 贾东旭 摘要 近期，中央财经委会议、国务院第十五次专题学习等事关产业结构调整的会议密集召开，或为 "十五五" 规划先导。以往五年规划的产业调整路径是什么，"十 五五"规划又将如何推进？系统分析，供参考。 一、产业结构调整是我国五年规划的重要内容，"十五"至"十四五"均明确了详细的产业结构调整目标。 国民经济和社会发展五年规划为国民经济与社会发展的远景设定目标、指明方向，会针对经济、改革、社会发展等领域制定具体规划。 例如，"十三五"规划的 主要目标分为七个部分：经济、创新、发展协调性、民生、社会文明、生态环境、制度建设；"十四五"规划则将经济、创新与发展协调性的目标整合为"经济 发展取得新成效"，并进一步强化了对改革与国家治理能力的重视。 从五年规划的目标设定与实施逻辑来看，产业结构调整不仅是规划的重要组成部分，更是实现核心目标的"关键手段"。 从"十五"计划到"十三五"规划，产业结 构调整均设有明确量化指标，如"十一五"和"十二五"规划分别要求提高服务业增加值占比3个和4个百分点；自"十三五"规划起，政策重心转向先进制造业发 展，到"十四五"规划时，更细化了研发经费 ...