日前，第十八届中国智慧城市大会在湖北武汉举行，"2025智慧城市先锋榜"系列榜单出炉，钦州市数字底座建设案例荣获优秀案例二等奖，是广西唯一获 奖案例。 颁奖现场 中国智慧城市大会创办于2001年，由中国测绘学会会同中国服务贸易协会、中国遥感委员会共同主办，是我国智慧城市领域规格高、规模大、影响力广的 行业盛会。 近年来，钦州市深入贯彻落实党中央、国务院关于推动人工智能发展战略部署和自治区党委、政府关于以"人工智能+"赋能千行百业等决策部署，加快推 动智慧城市建设，积极构建稳定可靠、集约高效、自主可控、安全可信、开放兼容的"城市服务能力体系"框架，打造了以"一云一脑一中心"为核心的钦州 市数字底座，不断提升城市智慧化、精细化管理水平。 钦州市"城市大脑"平台架构图 依托"钦点即到"小程序，自主开发了钦州市"城市大脑"平台，搭建了钦州市城市大脑运营指挥中心，全面整合雪亮工程、智慧食安、智慧应急等30多个现 有系统，成为广西首个依托本地昇腾算力、深度融合国产大模型DeepSeek的城市智慧管理平台。建设了"共享单车监管""扫码入企""政务服务云端预 约""矛盾调解""智慧门牌"等多个子系统，并开发了超过60项人工智 ...

Strategy Overview - The report emphasizes the upcoming release of GPT-5 in summer 2025, which is expected to catalyze the AI industry by transitioning from a general language model to a multi-task agent, enhancing market dynamics [2][3][20] - The AI industry chain is experiencing a positive trend, with both domestic and overseas computing power performance improving, indicating a favorable environment for investment in sectors such as optical communication, servers, computing chips, cloud computing, and AI agents [2][7][20] Key Events Tracking - GPT-5 is anticipated to support multiple input modalities including voice, images, code, and video, marking a significant advancement over previous models [3][20] - Huawei's CloudMatrix 384 AI cloud service has achieved performance levels comparable to NVIDIA's flagship products, indicating a milestone in China's AI infrastructure capabilities [4][8] - Xiaomi has launched its first AI glasses, which are lightweight and feature advanced functionalities, signaling the entry of major consumer electronics players into the AI end-product market [4][12] AI Industry Chain Performance - The AI industry chain is in a verification phase of upward momentum, with significant growth in AI glasses and AI mobile products expected to drive the end-side industry chain [2][12] - In Q1 2025, global AI glasses sales surged by 216% year-on-year, driven by new product launches from various manufacturers, including Xiaomi [12][13] - The performance of overseas AI applications has been strong, with companies like Palantir and Tempus showing impressive revenue growth, which may catalyze further investment in AI applications [20] Computing Power Infrastructure - The demand for overseas computing power remains robust, with major cloud providers reporting significant capital expenditures, indicating sustained growth in the sector [7][8] - Domestic computing power performance is strengthening, with local chip manufacturers seeing increased orders and inventory, suggesting a recovery in the domestic computing power industry chain [7][8] - Huawei's AI computing cluster has surpassed NVIDIA's in several key performance metrics, showcasing advancements in China's AI infrastructure [8][10] AI Application Trends - The report highlights the emergence of AI agents as a core form of productivity and interaction, with major tech companies like Microsoft and Google focusing on developing AI agent capabilities [20] - The anticipated release of GPT-5 is expected to further catalyze the AI application sector, enhancing the capabilities of AI agents and their integration into various applications [20]

Group 1: US-China Trade Negotiations - The US and China reached partial agreement on export controls, with the US lifting restrictions on EDA software and certain aerospace products, while China eased some rare earth controls[2] - The core issues in the negotiations include a 20% tariff on fentanyl and a 24% deferred tariff, with expectations that the 20% tariff may be reduced, but the 24% tariff will require longer negotiations[3] - The deadline for observing the outcome of the fentanyl tariff discussions is July 9, with significant implications for future negotiations[3] Group 2: US Trade Agreements with Other Countries - The US has reached trade agreements with Vietnam and Cambodia, but negotiations with the EU, Japan, India, and Canada have not made significant progress[4] - The agreement with Vietnam includes a 40% tariff on transshipment trade, which may set a precedent for future agreements that include unfavorable terms for China[4] - The US is expected to adopt a strategy of "increasing some tariffs while delaying others" to exert pressure on trade partners[4] Group 3: Potential Risks and Future Developments - There is a risk that the US will impose high tariffs on specific countries and industries, particularly if the trade negotiations do not progress favorably[6] - The US is conducting a 232 investigation into ten strategic products, with tariffs already in place for steel (50%) and aluminum (25%), which could lead to a baseline tariff structure of 10% plus additional tariffs for key industries[5] - Future developments to watch include the progress of US-China trade agreements, the outcome of negotiations with other major economies, and potential new conflicts in the Middle East[5]

突传重磅。 据央视新闻报道，总台记者当地时间7月2日获悉，德国西门子股份公司收到美国政府的通知称，美国已取消对中国芯片设计软件的出口限制。根据公司声 明，这家德国供应商已恢复中国客户对其软件和技术的全面访问。 另据第一财经消息， 新思科技表示，7月2日收到美国商务部工业和安全局的通知，称与中国相关的出口限制现已撤销，立即生效。 新思科技正在努力恢复在 中国销售最近受到限制的产品，并将继续评估与中国相关的出口限制对其业务、运营结果和财务的影响。 同时，亦有中国半导体企业和第一财经确认收到了海外EDA企业的相关通知。 5月22日，商务部举行例行新闻发布会。会上，商务部新闻发言人何咏前就美国对人工智能芯片出口管制等热点问题作出回应。 何咏前表示，中方已多次阐明立场。美方滥用出口管制，对中国进行遏制打压，违反国际法和国际关系基本准则，严重损害中国企业正当权益，危害中国发 展利益。中方对此坚决反对，将密切关注美方后续情况，并采取坚决措施维护自身正当权益。 5月21日，商务部新闻发言人就美国企图全球禁用中国先进计算芯片发表谈话时指出，中方注意到，美国商务部近日发布指南，以所谓推定违反美出口管制为 由，企图在全球禁用中国先 ...

证券研究报告——晨会聚焦 2025 年 7 月 3 日 | 中银晨会聚焦-20250703 | | --- | ■重点关注 【通信】国产算力高景气持续*吕然 庄宇。美国对先进芯片进口限制持续， 促使国产算力替代进程加快；国内云厂商持续提升相关资本开支并逐步释放 产业需求；同时，国内 AI 大模型及应用迭代推动算力需求提升。 | 市场指数 | | | | --- | --- | --- | | 指数名称 | 收盘价 | 涨跌% | | 上证综指 | 3454.79 | (0.09) | | 深证成指 | 10412.63 | (0.61) | | 沪深 300 | 3943.68 | 0.02 | | 中小 100 | 6512.36 | (0.62) | 行业表现（申万一级） 创业板指 2123.72 (1.13) 重点关注 | 指数名称 | 涨跌% | 指数名称 | 涨跌% | | --- | --- | --- | --- | | 钢铁 | 3.37 | 电子 | (2.01) | | 煤炭 | 1.99 | 通信 | (1.96) | | 建筑材料 | 1.42 | 国防军工 | (1.94) | | ...

专注于汽车及相关的电子技术研究与讨论 作者 | Xingwei 来源 | 辣笔小星 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 >>点击进入→ 自动驾驶之心 『大模型』技术交流群 本文只做学术分享，如有侵权，联系删文 以下文章来源于辣笔小星 ，作者Xingwei 辣笔小星 . 小鹏在10亿（1B）、30亿、70亿直至720亿（72B）参数的VLA视觉-语言-行动模型上都验证了这一效应证明 了"参数规模越大模型能力越强"在自动驾驶场景中同样成立。确立了通过"海量高质量数据+大模型驱动"实现自 动驾驶能力的跃升路径。论文中VLM视觉-语言模型专注于"看懂和理解"而VLA视觉-语言-行动模型在VLM基础 上增加了"决策和行动"能力是从理解到执行的进化升级。也是小鹏基于论文提出2000TOPS+VLA+VLM定义L3级 自动驾驶算力新标准的底层逻辑，以及小鹏G7部署30B参数本地运行VLA模型的原因。 2000TOPS算力标准的技术逻辑 自动驾驶系统的算力需求呈现明显的分级特征。小鹏论文中从L2到L3级别的跨越不仅是功能上的提升更是算力 需求的指数级增长。自动 ...

Core Viewpoint - Huawei's CEO Ren Zhengfei emphasizes resilience and long-term commitment to technological advancement despite external pressures, advocating for societal support for foundational scientific research [1][2][4]. Group 1: Huawei's Strategy and Resilience - Huawei continues to progress in the face of sanctions from Western countries, particularly in the semiconductor and AI sectors, demonstrating a commitment to long-term goals and strategic patience [1][3]. - The company plans to invest 179.7 billion yuan in R&D for 2024, marking a 9.1% increase year-on-year, which constitutes 20.8% of its sales revenue [3]. Group 2: National Support and Policy Environment - The development of private enterprises like Huawei is supported by China's comprehensive industrial system, infrastructure, talent supply, and legal environment, which have been enhanced through recent policies [2][4]. - The implementation of the "Private Economy Promotion Law" aims to optimize the development environment for private enterprises, reinforcing long-term institutional confidence [2]. Group 3: R&D Investment and Innovation - China's total R&D expenditure is projected to exceed 3.6 trillion yuan in 2024, reflecting an 8.3% increase from the previous year, maintaining its position as the second-largest R&D investor globally [3]. - China's R&D intensity reached 2.68%, ranking 12th among major countries and surpassing the EU average of 2.11% [3].

21世纪经济报道记者胡慧茵广州报道 作为全球最具发展活力的两大经济体，中国与东盟互为最大贸易伙伴与重要投资伙伴，经贸纽带日益紧密。5月20日，双方共同 宣布全面完成中国—东盟自贸区3.0版谈判，标志着中国与东盟经贸合作跃升新高度。置身这一合作前沿的中国经济第一大省 ——广东，正凸显其作为中国—东盟供应链重要支点的核心作用。 持续攀升的经贸合作数据，生动诠释着广东和东盟日益紧密的联动关系。广东省贸促会（广东国际商会）和中国贸促会研究院 近日共同编制的《中国（广东）—东盟供应链合作报告2025》（下文简称"报告"）显示，今年1—4月，广东对东盟贸易总额为 4885.7亿元，较去年同期增长7.5%。其中，出口为2838.2亿元，同比增长5.2%；进口2047.5 亿元，同比增长10.9%。广东对东盟 贸易增速较整体进出口、出口和进口分别快2.6个百分点、3.1个百分点和0.8个百分点。 尽管美国关税政策给全球贸易带来不确定性，广东和东盟经贸仍具有韧性，这得益于双方在产业链供应链领域的深度合作。 《报告》指出，面对全球供应链重构历史性机遇，广东—东盟供应链合作呈现出区域化布局加快、数智化融合发展、绿色化转 型提速三大 ...

Group 1 - The Guangdong Artificial Intelligence and Robotics Industry Alliance was established to promote innovation and integration of resources in the AI and robotics sectors, aiming to enhance the province's high-quality development [1] - The AIR Pearl River Index, the world's first evaluation index combining AI and robotics, was launched, highlighting Guangdong's leading position in the industry with the highest comprehensive index and top rankings in seven core indicators [2] - The alliance will facilitate collaboration among various stakeholders, including government, enterprises, and research institutions, to drive technological and industrial innovation [1][2] Group 2 - The development of humanoid robots is expected to evolve towards more human-like interactions, emphasizing the need for advanced sensory and dexterous capabilities [3] - The "Pengcheng Cloud Brain" project is accelerating AI development in China, with plans to support selected enterprises in the alliance with computational resources for AI development [4] - AI is recognized as a transformative technology, with increasing computational demands as it evolves from perception to complex problem-solving [5] Group 3 - The potential scale of the embodied intelligent robot industry in Guangdong is projected to be several times larger than that of smart electric vehicles, necessitating significant investment [6] - Xiaopeng Motors has committed over 4 billion yuan annually to AI research and development, aiming to establish a comprehensive self-developed AI ecosystem within the next decade [6]

军工厂（资料图） 更有意思的是特朗普在G20峰会问题上的"变脸"。此前美国宣称高级官员不参加南非G20峰会，可特朗 普却突然决定亲自出席，原因无他，就是想在峰会上与中方见面。美国当前的处境实在不妙，6万亿美 元国债即将到期，稀土进口受限导致军工制造业"存货"告急，一旦稀土储备耗尽，众多军工产业将陷入 减产停产，特朗普上台后的一系列军事计划也将面临危机。在这种情况下，特朗普不得不放下身段，试 图通过与中方接触来解决问题。 但美方真的有诚意改善中美关系吗？答案显然是否定的。一边是特朗普迫切求和，另一边美国却依旧在 台海、南海不断拱火。联合菲律宾、日本、韩国在南海搞联合军演，副总统万斯还叫嚣要集中全力对付 中方。这种表里不一的做法，彻底暴露了美国的傲慢与虚伪。中方早已明确表示，中美关系必须建立在 相互尊重、和平共处、合作共赢的基础上。可美方始终没有真正理解这一点，依旧秉持着将中方视 为"最大敌人"的错误观念。 特朗普（资料图） 然而，美国的失败远不止于关税战。在科技领域，美方对中国的围堵更是频繁出招，却收效甚微，反而 搬起石头砸了自己的脚。美国商务部工业与安全局要求EDA软件巨头暂停向中国客户供货，这一招直 指中国 ...