一、事件：华为全联接大会 华为全联接大会2025将于2025年09月18日-20日在上海举行。 本届大会以"跃升行业智能化"为主题，将阐释华为全面智能化战略的最新举措，并发布全新的数智基础设施产品、行业场景化解决方案、开发工具等。 议程上，大会由3场主题演讲、20+场峰会、60+场分论坛和70+场开放演讲组成。 | 9月19日 | 9月： | | --- | --- | | 跃升行业智能化 | मेरि | | • 云上创新赋智, 成就行业AI先锋 | ● 关 | | • 深耕行业智能化实践, 助力千行万业客户智 | ਵੱ | | 能化跃升 | · 打 | | | 加 | | | ● 態 | 其中主题演讲涉及加速行业智能化跃升、鲲鹏、昇腾、华为云、鸿蒙等生态/伙伴计划等内容。 去年2024大会上，华为发布了星河AI自动驾驶网络、新一代OceanStor Dorado融合全闪存存储、医技数字化2.0解决方案、银行AI与大模型解决方案等等产品 和行业解决方案。 IDC预计，软件和信息服务、通讯与银行业将是人工智能投资最多的三个行业，到2028年占比分别为49.8%、7.4%与5.8%。 二、历史龙头表现 拓维信息 ...

Group 1: Market Sentiment and Investment Strategy - The report identifies the "连板空间" (limit-up space) as a key indicator of short-term market sentiment, categorizing it into four phases: emotional freezing period (2-3 limit-ups), chaotic rotation period (4-6 limit-ups), main upward period (7-9 limit-ups), and market climax period (10 limit-ups and above) [2][8][12] - During the market climax period, theme investment shows superior short-term win rates and odds, followed by the chaotic rotation period. However, for mid-term performance (20 trading days), the main upward period outperforms the chaotic rotation period [2][8][12] Group 2: Key Themes - AIDC (Artificial Intelligence Data Center) is experiencing high demand due to policy support, with expectations for performance to exceed forecasts. The market for intelligent computing centers is projected to grow at an annual rate of over 25%, reaching a market size of over 280 billion yuan by 2028 [34][39] - Urban renewal has been highlighted as a significant focus, with the recent Central Urban Work Conference emphasizing the need for high-quality urban development and structural optimization [42][45] - The stablecoin sector is gaining attention as global regulatory frameworks are being established, with recent legislative actions in the U.S. and Hong Kong promoting the internationalization of the renminbi [47][48] Group 3: Policy Dynamics - The State-owned Assets Supervision and Administration Commission (SASAC) is pushing for state capital to concentrate on forward-looking strategic emerging industries, emphasizing technology innovation and industrial integration [55][56] - The National Development and Reform Commission has announced plans to promote the construction of over 100,000 high-power charging facilities by the end of 2027, focusing on the integration of charging networks with existing infrastructure [58][59] - The recent "Action Plan for Measurement Support for New Quality Productivity Development (2025-2030)" aims to address key measurement technology needs across ten priority industries, including AI and new energy [63]

Group 1: Industry Developments - The National Development and Reform Commission aims to establish over 100,000 high-power charging facilities nationwide by the end of 2027, enhancing service quality and technology applications [2] - The State Administration for Market Regulation has implemented national standards for civil drone manufacturing, reducing costs and enhancing commercialization capabilities [2] - The Shanghai Municipal Government has introduced measures to promote high-quality development in the software and information services industry, encouraging rewards for companies exceeding certain revenue and growth thresholds [3] Group 2: Company News - BlueDai Technology is planning a change in control, with its stock suspended from trading starting July 8, 2023, due to the potential transfer of 18% of shares [4] - Xianggang Technology expects a net profit increase of 410% to 478% year-on-year for the first half of the year [4] - Industrial Fulian anticipates a net profit increase of 36.84% to 39.12% year-on-year for the first half of the year [5] - Huadian Science and Technology signed contracts worth approximately 2.516 billion RMB for coal yard design and construction, which is expected to account for 33.37% of the company's latest audited revenue [10]

Core Insights - Sichuan province has introduced a "dual-way ranking" system to address issues such as the disconnect between technology and industry, and low efficiency in the transformation of research results [1][2] - A total of 140 items have been published in two batches this year, leading to 95 successful project rankings with a total investment of 208.88 billion yuan [1] - The third batch of 40 items was released, along with the launch of a 5 billion yuan investment guidance fund aimed at promoting technology innovation [1][5] Group 1: Project and Investment Highlights - The first two batches of the "results find market" ranking led to 42 signed projects with a total funding of 1.41 billion yuan, expected to attract over 5.3 billion yuan in social investment and create over 50 innovative products [2] - The third batch of the "results find market" list includes 20 items across various sectors, including software, high-end energy equipment, pharmaceuticals, artificial intelligence, and aerospace [2] - The "enterprise find technology" list features 20 items characterized by urgent technical needs and high industry influence, with 6 items addressing "bottleneck" technologies [3] Group 2: Fund and Financial Support - The Sichuan Provincial Achievement Transformation Investment Guidance Fund has a total scale of 5 billion yuan, with 40% funded by the provincial industrial investment guidance fund and 20% from external sources [5] - The fund aims to support hard technology and has already invested 150 million yuan in four quality projects in fields like artificial intelligence and high-end energy equipment [5] - The fund is designed to meet the financing needs of technology companies at different stages of their lifecycle, with plans to invest over 500 million yuan by 2025 [6]

Group 1 - The event "2025 Opportunities for Guangzhou Enterprises to Develop in Hong Kong" was held to promote the listing of Guangzhou enterprises in Hong Kong, with 76 companies currently listed on the Hong Kong Stock Exchange, totaling a market capitalization of approximately 800 billion RMB [1][2] - Nearly 70 companies interested in listing in Hong Kong participated in the event, spanning industries such as biomedicine, software and information services, consumer goods, and cosmetics [1] - The Guangzhou Municipal Financial Office is implementing a new round of "Leading Enterprises" action plan to support the listing of emerging and advantageous industries, providing focused guidance and continuous services to potential listing companies [2] Group 2 - The Guangzhou government has signed a memorandum of cooperation with the Hong Kong Stock Exchange to enhance collaboration in areas such as nurturing enterprises for listing, futures product cooperation, and cross-border investment risk assessment [1][2] - Future plans include deepening cooperation with the Hong Kong capital market, enhancing collaboration among government, exchanges, banks, and securities firms to improve the operational capabilities and management standards of Guangzhou enterprises [2] - The Hong Kong Stock Exchange provided detailed introductions on the latest listing rules, cross-border supply chain policies, and tax incentives during the event [2]

Group 1 - The event "2025 New Opportunities for Enterprises in Guangzhou to Go Public in Hong Kong" was successfully held to accelerate the development of enterprises in Guangzhou seeking to list in Hong Kong, enhancing global market expansion capabilities and supporting high-quality economic development [1] - Nearly 70 enterprises from various sectors, including biomedicine, software and information services, consumer goods, and cosmetics, participated in the event [1] - The Guangzhou Municipal Government has signed a cooperation memorandum with the Hong Kong Stock Exchange to deepen collaboration in areas such as nurturing enterprises for Hong Kong listings and promoting cross-border investment and financing risk assessment [1] Group 2 - The Guangdong branch of the Bank of Communications aims to leverage its position as a major state-owned financial institution to provide diversified services for enterprises, supporting their growth and internationalization [2] - Bank of Communications International is committed to offering comprehensive cross-border financial services, including Hong Kong stock listing sponsorship, overseas bond underwriting, and asset management [2] - The bank's integrated services are designed to help enterprises optimize their asset-liability structure and enhance their global market competitiveness [2] Group 3 - The Chief Economist of the Hong Kong Stock Exchange highlighted Hong Kong's unique position as a gateway for global investors entering mainland China, emphasizing its role in connecting China with the world [3] - The Hong Kong Stock Exchange has been continuously optimizing its market structure and reforming listing regulations to strengthen financial cooperation with the Greater Bay Area [3] - Various organizations provided detailed insights into Hong Kong's business environment, capital market rules, and tax systems, enhancing Guangzhou enterprises' understanding of the opportunities available [3] Group 4 - Guangzhou plans to deepen cooperation with Hong Kong's capital market by enhancing collaboration among government, exchanges, banks, and securities firms [4] - The city aims to support enterprises in meeting the requirements of the Hong Kong capital market and international investors through various pathways, including direct or indirect overseas securities issuance and secondary listings [4] - This initiative is part of Guangzhou's broader strategy to develop new productive forces and build a modern industrial system [4]

Group 1 - Qingdao is focusing on the "10+1" innovative industrial system, emphasizing the development of new generation information technology and artificial intelligence industries, while attracting equipment manufacturers, material suppliers, and technology service providers [1] - The city aims to promote high-end, green, and ecological development in manufacturing by targeting five emerging industries: life health, intelligent connected new energy vehicles, low-altitude economy, green energy, and intelligent equipment [1] - Local leading enterprises like Haier, Hisense, and Qingdao Beer are encouraged to open application scenarios to stimulate investment through "orders" and "markets" [1] Group 2 - Qingdao is developing a "4+4+2" modern marine industry system, focusing on enhancing traditional industries, upgrading modern fisheries, and advancing marine chemical industries towards high-end green solutions [2] - The city aims to cultivate new industries such as headquarters-type marine equipment manufacturing and enhance innovation in marine pharmaceuticals and biological products [2] - Qingdao is positioning itself in future industries by seizing opportunities in deep-sea development and establishing a competitive marine electronic information industry cluster [2] Group 3 - The city is leveraging the service industry expansion pilot to align with high-standard international trade rules, focusing on ten modern service sectors including modern logistics, finance, commerce, software and information services, and cultural tourism [2] - Qingdao aims to create a high-quality and efficient new service system while fostering a market-oriented, rule-of-law, and international business environment [2] - The goal is to provide comprehensive support and services for multinational companies, ensuring Qingdao remains an attractive investment destination [2]

北京市国际服务贸易事务中心副主任殷亮表示，在过去的35年里，中新贸易合作成果丰硕，中国已连续 11年保持新加坡第一贸易伙伴地位，已由早期的基础商品贸易，逐步拓展至金融、科技、数字经济等多 个服务贸易领域。殷亮还邀请与会嘉宾参加2025年服贸会，与中国企业交流洽谈、共拓商机。 北京软件和信息服务业协会秘书长龙飞介绍，为培育壮大数字经济标杆企业、打造国际化发展平台，协 会支持工委会发起"数字服务国际合作领雁行" 专项行动。协会还将借助全球数字经济大会、服贸会等 展会平台，积极推动会员企业与国外企业交流对接，促进数字经济国际合作，探索建立数字经济国际合 作新范式。 原标题：搭建国际平台 探索数字企业国际合作新模式 近日，北京软件和信息服务业协会国际合作工委会以"数字丝路·智联未来"为主题，携手博彦科技、广 联达、百川智能等企业组成数字服务出海探访行考察团，集体亮相新加坡GITEX Asia2025科技展，举 办数字经济国际合作专题研讨会，并发起成立"数字经济国际合作促进联盟（IDEA）"。 "数字丝路·智联未来——共建数字经济国际合作新生态"专题论坛于4月23日在新加坡举行。论坛由北京 软件和信息服务业协会国际合作 ...

Core Perspective - Nanjing is promoting itself as a hub for innovation and investment through a unique narrative represented by five key maps: coordinate map, panoramic map, matrix map, route map, and heat map [1][3] Group 1: Economic and Historical Significance - Nanjing has a rich history with over 3000 years of city establishment, recognized as a national historical and cultural city [3] - The city's economic output is 1.85 trillion, ranking it among the top ten cities in China [3] - Nanjing hosts over 1 million university students and ranks third in the number of "Double First Class" universities nationwide [3] - The city maintains stable economic and trade cooperation with over 210 countries and regions [3] - Nanjing has been awarded "Most Livable City" 15 times, reflecting its high quality of life [3] Group 2: Industrial Development Strategy - Nanjing is focusing on becoming an industrial powerhouse by enhancing its four pillar industries: petrochemicals, steel, automotive, and electronics [6][8] - The city aims to develop eight strategic emerging industries, including software and information services, smart grid, intelligent manufacturing, biomedicine, new energy vehicles, and new materials [8] - Four industry task forces have been established to focus on breakthroughs in artificial intelligence, robotics, biomedicine, and next-generation information communication [8] Group 3: Innovation and Research Infrastructure - Nanjing is building a matrix of four strategic technological forces to become a globally influential innovation center [12] - The city has established high-level laboratories and is leading the construction of national innovation centers in various fields [12] - Major technological infrastructure projects, such as the Future Network Experimental Facility, have been completed [12] Group 4: Technology Transfer and Commercialization - Nanjing is creating a pathway for technology transfer and commercialization, aiming to be the preferred location for such activities [14] - The city is establishing a national technology transfer center focused on biomedicine and information communication [14] - A comprehensive support system for innovation and industry incubation is being developed, involving collaboration among scientists, entrepreneurs, and investors [14] Group 5: Business Environment Optimization - Nanjing is continuously improving its business environment by implementing a lifecycle service model for enterprises [17][19] - The city has established an integrated government service matrix that has been promoted nationwide [19] - A total of over 200 billion yuan has been allocated to the "4+N" industrial fund to enhance financial support for businesses [19]