文 | 新质动能，作者 | 沐风，编辑 | 时楠 2004年，31岁的陈天桥登上中国首富宝座，身家90亿。那一年，他是中国互联网最耀眼的明星。 如今，一个曾经靠《传奇》暴富、两度加冕首富的大佬，把赌注压在"解码人脑+通用人工智能"上。这 不是简单的转型，而是他人生的第二次豪赌。 2025年，前中国首富陈天桥，又杀回来了。 这一次，他的目标不再是网游、文学、盒子，而是人工智能和脑科学。 最新消息显示，清华电子工程系副教授、AI青年大牛代季峰，已经从清华辞职，加盟陈天桥旗下盛 大，领衔筹备一家AGI创业公司。 与此同时，他早年斥资10亿美元创办的天桥脑科学研究院，靠AIGC做的短视频"大圆镜科普"，在各大 平台收获超过2000万播放量，并扩展到海外多语言版本。 陈天桥的AGI豪赌 2025年夏天，陈天桥再一次让科技圈哗然。这位曾经的中国首富，如今把目光投向了最激进的科技前沿 ——通用人工智能（AGI）。 最新消息显示，清华大学电子工程系副教授、国内AI学界的中坚人物代季峰，已正式加盟陈天桥麾 下，由他领衔组建一家全新的AI创业公司。不同于市面上层出不穷的AI应用项目，这家公司直指最硬 核的目标：做AGI基础研究。 ...

证券代码：600604 900902 证券简称：市北高新 市北 B 股 公告编码：临 2025-027 上海市北高新股份有限公司 关于参与设立产业投资基金的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 投资标的名称：上海德联博健创业投资合伙企业（有限合伙）（暂定名， 以工商最终核准登记的名称为准，以下简称"合伙企业"或"基金"） ? 投资金额：上海市北高新股份有限公司（以下简称"公司"）拟以不超过 人民币 6,000 万元参与设立合伙企业，作为该合伙企业的有限合伙人，占合伙企 业 20%份额。 ? 特别风险提示：合伙企业暂未完成工商注册，尚需取得中国证券投资基金 业协会备案，实施过程存在不确定性，如遇不可预计或不可抗力等其他因素的影 响可能存在设立过程中因审批未获通过、登记备案未能完成等风险。合伙企业设 立过程中可能因合伙人未能缴足认缴资金等客观原因导致基金未能成功募足资 金的风险。基金具有投资周期长、流动性较低等特点，在投资过程中将受宏观经 济、法律法规、行业周期、投资标的公司经营管理等多种因素影 ...

Group 1: Photovoltaics - The Ministry of Industry and Information Technology issued a notice on the energy-saving inspection tasks for the polysilicon industry for 2025, aiming to reduce the burden on enterprises [1] - Silicon wafer prices continued to rise, with an average increase of approximately 0.1 yuan per piece, driven by rising raw material costs and increased downstream orders [1] - Citic Securities indicated that the photovoltaic industry is a core area for addressing issues of homogenization and overcapacity, with potential for price recovery and profit restoration as the industry returns to orderly competition [1] Group 2: Robotics - The 2025 World Robot Conference will be held in Beijing from August 8 to 12, featuring over 1,500 exhibits from more than 200 domestic and international robot companies, with nearly double the number of new products launched compared to last year [2] - Huaxi Securities noted that humanoid robots are on the verge of commercial explosion, driven by policy support, technological maturity, and increasing demand, with the global market expected to exceed $150 billion by 2035 [2] Group 3: Nuclear Fusion - Helion Energy announced the commencement of site construction for its first controllable nuclear fusion power plant, marking a significant step towards the commercialization of nuclear fusion technology [3] - Nuclear fusion is viewed as a key to achieving "energy freedom," providing a clean and virtually limitless energy source with minimal carbon emissions [3] Group 4: Brain Science - Zhejiang University unveiled the Darwin Monkey, a new generation of neuromorphic brain-like computer, featuring over 2 billion pulse neurons and a power consumption of approximately 2000 watts [4] - Brain-like computing is positioned as a frontier field at the intersection of artificial intelligence and neuroscience, with potential for commercialization in specific areas within 3-5 years [4] Group 5: Solid-State Batteries - SAIC confirmed that the new MG4 electric hatchback will be the world's first mass-produced electric vehicle equipped with a semi-solid-state battery, featuring a 70kWh battery with an energy density of 180 Wh/kg and a range of 537 kilometers [5] - The semi-solid-state battery shows improved performance in low temperatures compared to traditional lithium iron phosphate batteries [5] Group 6: Smart Factories - The Ministry of Industry and Information Technology released a digital transformation implementation plan for the machinery industry, aiming for 50% of enterprises to achieve a maturity level of two or above by 2027 [6] - The smart factory market surpassed 1 trillion yuan in 2022, with significant penetration in automotive and electronics sectors, and is expected to expand further with the integration of AI and other new technologies [6] Group 7: Gold Market - Gold prices surged due to changes in U.S. tariff policies and disappointing employment data, with spot gold reaching $3362.64 per ounce, up 2.22% [6] - The market anticipates a potential interest rate cut by the Federal Reserve in November, further enhancing gold's appeal as a safe-haven asset amid ongoing geopolitical tensions [6] Group 8: Macro and Industry News - The People's Bank of China emphasized support for stable capital market operations and financing for technology-driven SMEs [7] - The Ministry of Industry and Information Technology and other departments issued a digital transformation plan for the machinery industry [7] - The 2025 World Robot Expo will feature the largest number of humanoid robot manufacturers in similar events [7]

Core Viewpoint - The Guangming District is rapidly becoming a new hub for technological innovation, industrial development, and investment entrepreneurship, with strong support from local government policies and services [1][2]. Group 1: Technological Innovation and Infrastructure - Guangming is accelerating the construction of a world-class science city and aims to establish a comprehensive national science center in the Greater Bay Area, focusing on becoming a core area for industrial technological innovation and high-level talent [1]. - The district has established 23 major technological innovation platforms, including facilities for synthetic biology, brain analysis and simulation, and materials genome research, with significant breakthroughs reported by local research institutions [1]. - Guangming has attracted 59 academicians and over 3,000 high-level talents, creating a comprehensive innovation ecosystem that integrates basic research, technology development, achievement transformation, technology finance, and talent support [1]. Group 2: Industry Development and Investment - The district focuses on three main industrial directions: life health, new generation information technology and artificial intelligence, and new energy materials, forming a "3+3+1" key industrial cluster [2]. - Guangming has gathered nine enterprises with over 10 billion in revenue, 35 listed companies, 1,921 large-scale enterprises, 2,287 national high-tech enterprises, and 85 specialized "little giant" companies, maintaining its status as a top industrial district for four consecutive years [2]. - A complete and efficient technology finance support system is being established, including the launch of a comprehensive national science center venture capital mother fund and several city-level industry funds, aimed at enhancing innovation and industrial vitality [2]. Group 3: Events and Networking - The recent investment conference attracted numerous elites and experts from the venture capital field, marking it as a high-profile and impactful industry event that is expected to bring new momentum and opportunities for the development of Guangming Science City [2].

Group 1 - The core viewpoint of the report is that Beijing has improved its global digital economy benchmark city index, ranking second globally and being recognized as a "global leading city" [1] - Beijing has made significant progress in digital infrastructure, industry cultivation, market construction, and international cooperation, continuously releasing new momentum for digital economy development [1] - The city is focusing on the development of the artificial intelligence industry, leveraging standards, policy innovation, industry upgrades, and computing power support to achieve collaborative breakthroughs [1] Group 2 - In the field of digital economy expansion, Beijing is creating development platforms and optimizing the outbound environment for enterprises to expand into global markets [2] - The city is advancing intelligent transformation by integrating digital economy with technological innovation, enhancing overall productivity, and leading industries towards high-end and intelligent upgrades [2] - Future plans include strengthening the construction of digital infrastructure, optimizing computing power systems, and promoting deep market-oriented reforms of data elements to build a competitive industrial ecosystem [2]

Market Overview - The market experienced narrow fluctuations with slight declines in the three major indices. The total trading volume reached 1.24 trillion [1] - The brain-computer interface concept stocks showed strong performance, with companies like Aipeng Medical and Innovation Medical hitting the daily limit [1] - Oil and gas stocks surged again, with Tongyuan Petroleum, Shandong Molong, and Zhun Oil shares achieving three consecutive daily limits [1] - Nuclear pollution prevention concept stocks also strengthened, with China Nuclear Technology hitting the daily limit [1] - In contrast, the innovative drug concept saw a pullback, with Kexing Pharmaceutical dropping over 10% [1] Hot Topics Brain Science - The brain science sector saw significant gains, with Aipeng Medical and Innovation Medical hitting the daily limit, and Nanjing Panda and Qisheng Technology also reaching the daily limit [3] - Overnight, US stock Brain Regeneration Technology surged 283%, with multiple trading halts, and has increased over 50 times this year [3] - A significant milestone was achieved as China conducted its first invasive brain-computer interface clinical trial, making it the second country globally to enter this stage [3][5] Oil Services - The oil service sector continued to rise, with Zhun Oil, Beiken Energy, and Shandong Molong achieving three consecutive daily limits [6] - International oil prices have risen to $70-75 per barrel, with potential changes in supply dynamics due to geopolitical tensions involving Iran [6][8] Solid-State Batteries - The solid-state battery sector became active again, with companies like Yinghe Technology, Keli Yuan, and Nord Shares hitting the daily limit [8] - A forum on lithium sulfide and sulfide solid-state batteries is scheduled for June 25 in Suzhou, which may further stimulate interest in the sector [9] - The demand for lithium sulfide electrolytes is expected to increase significantly, with a notable gap in upstream raw material production capacity [10] Additional Insights - EVTank projects that by 2030, solid-state battery shipments could exceed 600 GWh, with a market size surpassing 250 billion yuan [11] - Other active sectors include blockchain, pesticides, and smart glasses, while innovative drugs, autonomous driving, and the sports industry faced declines [11]

1、行情 最后一天，A股以缩量小幅下跌结束了5月的表演。 题材方面，脑科学早盘走强，创新医疗涨停，冠昊生物、爱朋医疗盘中双双涨超15%，中科信息、诚益通、三博脑科、翔宇医疗等集体大涨； 养殖板块表现较强，巨星农牧、湘佳股份涨停，晓鸣股份、神农集团、华统股份、牧原股份等走强； 低空经济午后发力，纵横股份（20CM）、绿能慧充、永悦科技、海格通信（炸）、路桥信息（30CM）涨停，商络电子午后水下爆拉一度涨超 17%，深城交、莱斯信息、广联航空、上工申贝、航天彩虹等集体走强； 强势股集体重挫，王子新材、融发核电、苏州龙杰、丽人丽妆、中超控股、尚纬股份、尤夫股份、国芳集团、永安药业、京华激光、渝三峡A等 集体跌停； 此外，医药产业链、银行等相对较强，数字人民币迎来较大分化，核聚变、无人驾驶、人形机器人等跌幅居前。 截至收盘，沪指、深成指、创业板指分别收跌0.47%、0.85%、0.96%，市场超4100股下跌，1100余股上涨。 2、脑科学 昨日强势板块今日开盘都集体拉胯。 但就在题材股早上情绪大幅退潮的时候，脑科学板块逆势走强。 创新医疗直线拉板，冠昊生物、爱朋医疗盘中双双涨超15%； 中科信息、诚益通、三博脑科、 ...

本次活动邀请知名专家学者和企业家进行主题演讲。中山大学附属第七医院康复医学科学科带头人黄东 锋，中国科学院深圳先进院脑所所长、深港脑院院长王立平，中金资本副总经理冯宜乐，北京品驰首席 医学官孙建广，深圳微灵医疗科技有限公司创始人李骁健，优眠医疗（深圳）有限公司产品医学总监王 俊力等嘉宾进行了精彩的分享，围绕脑科学与康复医学研究前沿、产业发展和投资形势、临床应用等议 题，碰撞智慧的火花。 大会圆桌论坛环节围绕脑科学技术创新与康复医学融合发展主题进行了热烈的探讨。圆桌论坛由中金资 本副总经理冯宜乐担任主持人，邀请中山大学附属第七医院康复医学科学科带头人黄东锋、深圳市神经 科学研究院院长谭力海、德国艾德欧亚太区CEO孟越、深圳德力凯医疗电子股份有限公司董事长王筱 毅、通力律师事务所合伙人陈巍、泽康科技（香港）有限公司联合创始人兼行政总裁蓝静怡等嘉宾进行 交流。 5月7日，粤港澳大湾区脑科学与康复应用融合创新大会暨大学科技园揭牌仪式在深圳光明云谷国际会议 中心举办。脑科学与脑机工程是全球科技竞争的重要赛道，而脑科学与康复应用融合创新将推动解决重 大健康问题。本次活动汇聚知名专家学者、行业领袖及投资机构代表等200余人 ...