看一场具身智能机器人与人类舞者共同演绎的舞蹈，感受低空巡检的高效率，体验车联网智能座舱…… 在2025年中国国际信息通信展览会上，"数实融合新引擎智启未来新动能"这一主题有了生动展示。 工业和信息化部总工程师钟志红表示，要筑牢数字基础设施底座，推动科技创新自立自强，深化融合应 用赋能，优化行业发展环境，共同建设一个更加智慧、包容、可持续的数字未来。 关键指标领先全球 "十四五"时期，我国信息通信业发展成效显著，网络持续领先，技术不断突破，数实加速融合。 最新数据显示，截至今年8月底，我国5G基站总数达464.6万个，5G移动电话用户达11.54亿户，我国在 5G用户普及率、千兆光网覆盖率等关键指标上继续领先全球；人工智能创新活跃，培育并开源的人工 智能大模型已快速应用于电子、原材料、消费品等行业；5G应用融入86个国民经济大类，正加速向生 产核心环节延伸。 在此前举行的"高质量完成'十四五'规划"系列主题新闻发布会上，工业和信息化部副部长张云明介绍， 我国已建成全球技术领先、规模最大的信息通信网络。网络能力迈入"双千兆"，全国三分之二的地级市 达到千兆城市标准，完成超过24万个重点场所移动网络的深度覆盖，网络 ...

Core Insights - China's economy continues to maintain stable and healthy development, providing certainty and positive energy for global economic growth. Despite some perceptions that investment opportunities are diminishing, China's economic transformation and upgrading present unprecedented opportunities for countries worldwide [1] Group 1: Industry Transformation and Upgrading - China's manufacturing sector remains the largest globally for 15 consecutive years, with 80% of it comprising traditional industries such as metallurgy, chemicals, machinery, light industry, and textiles. The acceleration of high-end, intelligent, and green development will release investment opportunities in these areas [1] - New industries such as artificial intelligence, robotics, and biomedicine are rapidly emerging, with China leading in several AI models and maintaining the largest industrial robot market for 12 years. The country is fostering the development of future industries and is open to sharing investment opportunities with global partners [1] Group 2: Technological Innovation and Talent Dividend - China is quickly rising in the global technology innovation landscape, with R&D expenditure exceeding 3.6 trillion yuan in 2024, approaching the OECD average. The country leads in high-level international journal publications and invention patents [2] - The integration of technological and industrial innovation is accelerating, with increasing patent conversion rates and the transformation of cutting-edge technological achievements into new productive forces. China produces over 5 million STEM graduates annually, enhancing the talent dividend, particularly in engineering [2] Group 3: Consumption Expansion and Upgrade - China's per capita GDP exceeds $13,000, with a steadily expanding market size. The retail sales of consumer goods are expected to surpass 50 trillion yuan by 2025, solidifying China's position as the world's second-largest consumer market [3] - Online retail sales have ranked first globally for 12 consecutive years, with significant sales in automobiles and air conditioners. Service consumption is becoming a new growth engine, with the proportion of per capita service consumption expected to reach 46.1% in 2024 [3] Group 4: Infrastructure Development - China's vast territory necessitates significant infrastructure development, particularly in the central and western regions where railway and road density is lower than in the eastern coastal areas. Traditional infrastructure construction and upgrades will yield long-term economic and social benefits [3] - Investment demand remains high for intercity railways and cross-river, cross-sea bridges, which improve transportation logistics and regional economic development. Rapid growth in new infrastructure areas such as computing networks, mobile communications, and smart cities will create vast market opportunities [3] Group 5: Urbanization and Social Welfare - China's urbanization is transitioning from rapid growth to stable development, focusing on improving quality and spatial layout, developing urban clusters, and modernizing cities. Urban renewal projects will create significant investment opportunities [4] - The demand for social welfare services, including childcare, education, elderly care, and healthcare, is increasing. By 2025, China aims to provide 4.5 childcare spots per 1,000 children under three, addressing gaps compared to developed countries [4]

Market Overview - The market showed a fluctuating upward trend this month, with all three major indices closing higher. The ChiNext Index rose over 12%, reaching a three-year high, while the Sci-Tech 50 Index increased by over 11%, marking a nearly four-year high [1] - Key market hotspots included the semiconductor industry chain, robotics, and energy storage. Notably, stocks like Demingli doubled in price, and several semiconductor stocks, including SMIC and Huahong, reached historical highs [1] Daily Highlights Flash Memory - The storage sector saw significant gains, with stocks like Zhongdian Xilong, Demingli, and Jiangbolong hitting the daily limit. U.S. storage stocks also surged, with SanDisk up 16.87% and Western Digital up 9.23% [4] - A recent report from CFM Flash Memory Market projected a price increase of over 10% for server eSSD and 10-15% for DDR5 RDIMM by Q4 2025 [4] - Major storage manufacturers, including SanDisk and Micron, announced price hikes, indicating a potential upward trend in NAND flash memory prices [4] Nonferrous Metals - The nonferrous metals sector continued to rise, with stocks like Boqian New Materials and Jingyi Co. hitting the daily limit. The price of tin surged due to supply concerns following the Indonesian government's crackdown on illegal mining [7] - Tin prices reached 280,000 CNY/ton and 35,500 USD/ton, both marking new highs since mid-April [7] Artificial Intelligence Large Models - The AI large model sector experienced a significant increase, with stocks like Wangda Software and Danghong Technology hitting the daily limit. DeepSeek announced a major update that reduced API costs by over 50% [9] - OpenAI is reportedly set to release a new video generator application, Sora 2, which will allow users to create videos up to 10 seconds long [9] Stock Performance - Notable stock performances included: - Jiangbolong: +20.00% [15] - Demingli: +10.00% [15] - Wangda Software: +10.01% [10] - The overall trading volume in the Shanghai and Shenzhen markets reached 2.18 trillion CNY [1]

中国国际信息通信展览会于1990年创办。本届展会以"数实融合新引擎 智启未来新动能"为主题， 于9月24日至26日在北京举行，将举办各类活动十余场，集中发布研究报告、行动计划、技术标准等二 十余项。（记者周圆） 据悉，当前我国建成全球规模最大、技术领先的信息通信网络，5G和千兆网络快速增长，万兆光 网试点稳步推进，国家一体化算力体系深入构建，算力互联网启动实施；电信业务线上办理占比达 91%，5G移动电话用户超11亿，电信和互联网经营主体近19万家，其中外商投资电信企业超2700家； 5G广泛融入千行百业，已覆盖国民经济的86个行业大类。 钟志红表示，下一步，信息通信行业要紧扣实现新型工业化这一关键任务，紧密围绕促进数实深度 融合，着力加快现代化建设步伐。筑牢数字基础设施底座，加快推进5G-A、万兆光网试点部署，有序 推进算力中心建设布局；加快新一代信息技术、人工智能、量子信息、区块链等领域科技创新，培育发 展新兴产业和未来产业；分类分级深化工业互联网应用，培育一批工业智能体，推动"人工智能+制 造"行动走深走实；运用法治思维推进制度改革，有序推进增值电信业务扩大对外开放等。 工业和信息化部总工程师钟志红日前 ...

Core Viewpoint - The 2025 China International Information Communication Exhibition emphasizes the integration of digital and real economies, showcasing the latest achievements in the information and communication industry as a new engine for future development [1][3]. Group 1: Industry Insights - The exhibition highlights the role of the information and communication industry in driving the deep integration of digital and real economies, fostering new productivity [1][3]. - The Chief Engineer of the Ministry of Industry and Information Technology, Zhong Zhihong, stated that the current era is crucial for advancing national rejuvenation and that the industry must seize strategic opportunities to promote this integration [5][6]. - The International Telecommunication Union (ITU) praised China's contributions to global technology standards, particularly in AI and quantum computing, and expressed a desire for deeper international cooperation [5][6]. Group 2: Technological Developments - The exhibition features advancements in technologies such as 5G-A, AI applications in spatial governance, low-altitude smart networks, and satellite internet integration [6][8]. - The main forum of the event emphasized the acceleration of new-generation information technologies, including 5G, AI, big data, and cloud computing, as vital carriers of new productivity [8]. - A keynote report highlighted AI as a core variable in the new stage of digital and real economy integration, with cloud computing as a key support [8]. Group 3: Event Highlights - The exhibition will run until September 26, featuring over ten events, including award ceremonies and the release of more than twenty research reports and action plans [8]. - The event also includes the "2025 BRICS Digital Economy and Trade Investment Forum," aimed at expanding international cooperation and building a global digital governance system [8].

当前，交通运输行业正积极拥抱以人工智能为代表的新一轮科技革命和产业变革机遇，培育壮大智慧交通和智慧物流产业。 交通运输部科技司综合处处长邢凡胜23日在2025世界智能网联汽车大会新闻发布会上透露，面向"十五五"，交通运输部正在深入推进"人工智能+交通运 输"行动，将把人工智能在交通运输领域规模化创新应用作为主攻方向 。《"人工智能+交通运输"实施意见》，这个文件正在各部委联合印发中，随后将实 施。 工信部装备工业一司副司长郭守刚在发布会上表示，下一步，工业和信息化部将抓紧编制新时期智能网联新能源汽车产业发展规划，支持车用人工智能、汽 车操作系统、智能线控底盘等关键核心技术攻关，持续健全完善汽车技术标准体系，深入推进智能网联汽车准入和上路通行试点、"车路云一体化"应用试点 工作，扎实推动我国汽车产业高质量发展。 郭守刚介绍，工信部高度重视智能网联汽车产业发展，着力推进技术攻关、标准研制、应用推广，推动产业发展取得积极成效。产业规模快速提升，关键技 术取得突破。我国已建成涵盖智能座舱、自动驾驶、网联云控等在内的完整产业链体系，人工智能大模型实现批量上车，感知设备、C-V2X等均达到国际领 先水平。 目前，全国已建 ...

Core Insights - The article emphasizes the significance of Zhongguancun as a leading example of China's innovation-driven development strategy, highlighting its evolution from a follower to a leader in technology innovation [1][2][3] Group 1: Innovation and Economic Growth - Zhongguancun's total revenue increased from 3 trillion yuan to 8.74 trillion yuan from 2013 to 2024, with an average annual growth rate exceeding 10% [1] - The area has transformed into a vibrant innovation and entrepreneurship ecosystem, contributing to the deep integration of technological and industrial innovation [1][2] Group 2: Institutional Reforms - Since 2013, Zhongguancun has been a pilot for national reforms, implementing over 30 trial policies that have been promoted nationwide, aimed at breaking down barriers to innovation [2] - The region has introduced various reform measures, including those related to foreign talent management and drug licensing, creating a favorable environment for independent innovation [2] Group 3: Technological Leadership - Zhongguancun has emerged as a source of new industries and cutting-edge technologies, with significant advancements in areas such as artificial intelligence and quantum computing [2] - The region has developed a "trillion-level" industry cluster in new-generation information technology and several "billion-level" clusters in sectors like pharmaceuticals and integrated circuits [2] Group 4: Innovation Ecosystem - The article describes Zhongguancun as a benchmark for national innovation and entrepreneurship ecosystems, where diverse elements such as knowledge, talent, and capital converge [3] - The establishment of a "rainforest-style" innovation ecosystem has facilitated the emergence of original innovations and collaborative efforts among various stakeholders [3] Group 5: Future Outlook - Looking ahead, Zhongguancun aims to expand its efforts in frontier fields such as quantum information and brain-like intelligence, while deepening reforms to integrate technological and industrial innovation [4] - The region seeks to promote its standards and solutions globally, striving to enhance its reputation as a leading technology park [4]

Core Viewpoint - The 19th Yulin International Coal and High-end Energy Chemical Industry Expo and the 3rd Western Hydrogen Energy Expo showcased over 900 energy companies and manufacturers, highlighting advancements in safety, green technology, and smart solutions in the coal industry [1] Group 1: Safety Enhancements - New technologies, such as the "three telescopic column protective hydraulic support" developed by Linzhou Heavy Machinery Group, improve safety by adapting to different coal seam heights without frequent equipment changes [2] - The use of industrial unmanned vehicles equipped with Beidou satellite navigation and AI algorithms enhances safety in hazardous environments by enabling autonomous operation and obstacle avoidance [3] - The application of robots in coal mining operations has replaced 85 heavy labor tasks, significantly increasing safety in coal production [5] Group 2: Green Initiatives - The industry is focusing on transforming waste into resources, with companies showcasing technologies for clean and efficient coal utilization and renewable energy coupling [5] - Shaanxi Coalbed Methane Development and Utilization Co. demonstrated a comprehensive system for recovering and utilizing coal mine gas, promoting sustainable development [5] - The use of coal gangue filling technology by companies like Yanchang Petroleum Group aims to repurpose waste from coal mining processes, contributing to environmental protection [5] Group 3: Smart Technology Adoption - The introduction of iris recognition smart storage cabinets addresses operational challenges faced by miners, enhancing convenience and security [10] - The "Coal Science Guardian" AI model developed by China Coal Technology and Engineering Group can optimize mining operations and integrate various system data, improving equipment utilization [11] - As of the first quarter of this year, over 1,800 intelligent mining faces have been established, with more than 50% of coal mining capacity now utilizing smart technologies [13]

Core Viewpoint - The global energy system is undergoing profound changes, with a rapid transition towards low-carbon energy structures, and countries are exploring green and low-carbon development paths that suit their national conditions [1] Group 1: Global Energy Internet Development - The 2025 Global Energy Internet Conference highlighted the importance of a global energy internet as a major trend in energy transition, characterized by clean energy dominance, electricity-centric systems, interconnectivity, and smart efficiency [1] - China has built the world's largest clean energy corridor, spanning 1,800 kilometers with an installed capacity of 72 million kilowatts, producing 300 billion kilowatt-hours of clean electricity annually, sufficient to meet the annual electricity needs of 300 million people [1] - China's renewable energy generation capacity accounts for approximately 60% of its total installed capacity, making it the largest and fastest-growing renewable energy system globally [1] Group 2: Clean Energy Technology Leadership - China is a global leader in clean energy technologies such as ultra-high voltage transmission and large-scale renewable energy generation [2] - Cross-border electricity trade with neighboring countries has been established, optimizing clean energy allocation and providing a practical model for global green transition [2] Group 3: Electrification of Energy Consumption - The global electrification rate is projected to reach about 20% by 2024, with a 2% increase, indicating a shift towards electricity-centric energy consumption [3] - In the past decade, China's electricity share in total energy consumption has increased by 9 percentage points to around 30%, supporting an 80-fold growth in electric vehicle adoption [3] - The scale of green electricity consumption has surged, with green electricity certificate transactions reaching 2,156 billion kilowatt-hours this year, surpassing the total of the previous three years [3] Group 4: Digital Technology Empowerment - Energy transition relies on digital and intelligent technologies, with artificial intelligence becoming essential for managing large-scale renewable energy integration [4] - AI applications in power systems are expected to enhance climate adaptability and economic efficiency [5][6] Group 5: Global Energy Cooperation - Five key actions proposed for building a global energy internet include accelerating clean energy replacement, advancing new electrification processes, enhancing energy interconnectivity, fostering technological innovation, and strengthening international energy cooperation [6]

Group 1 - The 2025 Service Trade Fair will feature 13 high-level thematic forums aimed at fostering global cooperation and building an open world economy [1][2] - Key reports such as the "China Service Trade Development Report 2024" and "Digital Trade Development and Cooperation Report 2025" will be released by authoritative institutions, providing insights from a Chinese perspective [1][2] - The thematic forums will showcase the integration of digital technology with the real economy, highlighting projects in satellite communication and AI, as well as discussions on e-commerce trends [2][3] Group 2 - The fair will emphasize the benefits of service trade for people's lives, with discussions on health coverage, digital consumption, and youth employment [3] - International participation is at an all-time high, with officials and industry leaders from multiple countries discussing practical cooperation in areas such as healthcare innovation and digital projects [2][3] - The thematic forums will reflect China's commitment to inclusive and cooperative development, showcasing the resilience and potential of the service trade sector [3]