格隆汇9月26日丨中鼎股份(000887.SZ)在互动平台表示，公司暂未持股众擎机器人。 ...

Core Insights - The 2025 World Artificial Intelligence Conference in Shanghai showcased over 800 companies and more than 3000 innovative technology exhibits, emphasizing the rapid evolution and application of domestic AI models across various industries [2][3] - AI is transitioning from technical breakthroughs to deep integration with industries, significantly enhancing operational efficiency in sectors like supply chain, logistics, and human resources [2][4] Group 1: AI Development and Application - Domestic AI models have seen rapid iteration and deployment in various sectors, with AI employees automating tasks such as order processing and resume screening, leading to notable efficiency improvements [2][3] - The data production in China is projected to reach 41.06 zettabytes in 2024, a 25% year-on-year increase, providing a rich foundation for deep AI applications [2][3] Group 2: JD's AI Innovations - JD's upgraded JoyAI model has been integrated into hundreds of business scenarios, demonstrating replicable industrial practices and significantly enhancing operational processes [4][5] - The intelligent replenishment system at JD exemplifies how continuous data feedback optimizes supply chain models, reducing inventory turnover days to nearly 30 [3][4] Group 3: Consumer and Business Impact - JD's digital human anchors have shown remarkable commercial viability, serving over 20,000 brands and increasing user engagement significantly in live streaming [6][7] - The collaboration with leading brands and the integration of AI in consumer products have transformed traditional business models, enhancing productivity and consumer interaction [5][6] Group 4: Future Directions - JD aims to leverage its advantages in scene scale and data resources to drive technological innovation and set industry standards, contributing to high-quality development in the real economy [7][8]

Core Insights - Guangdong's GDP grew by 4.2% year-on-year in the first half of 2025, indicating a steady growth trend [2] - The growth is attributed to both opportunities and challenges in the global market, particularly the emergence of DeepSeek and the unpredictable U.S. tariff policies [4][9] Economic Performance - The new momentum industries, including AI and humanoid robots, have shown rapid growth [5] - Guangdong's foreign trade reached 4.55 trillion yuan in the first six months, a 4% increase compared to the same period last year, outpacing the national growth rate by 1.1 percentage points [10] - Exports amounted to 2.89 trillion yuan, maintaining positive growth, with private enterprises accounting for 64.2% of the total trade value [10] Sector Contributions - High-tech products have significantly contributed to the economic landscape, with notable advancements in robotics [7] - The retail sector saw a steady increase, with total retail sales growing by 3.5% year-on-year, driven by effective policies like the trade-in program [10] - The tourism industry experienced growth, with passenger traffic and turnover increasing by 4.0% and 6.5%, respectively, during the Spring Festival [12] Future Outlook - The resilience and vitality of Guangdong's economy are attributed to its solid industrial foundation and adaptability [12] - With the implementation of policies aimed at promoting industrial innovation, Guangdong's economy is expected to have support, confidence, and growth potential in the second half of 2025 [12]