Group 1 - The 2025 World Artificial Intelligence Conference (WAIC) will be held from July 26 to 28, 2025, in Shanghai, with the theme "Cooperation in the Intelligent Era" [1] - The conference is expected to attract over 800 companies and showcase more than 3,000 cutting-edge exhibits, including over 40 large models, 50 AI terminal products, 60 intelligent robots, and over 100 global debuts or China premieres [1] - Major companies such as Amazon, Google, Tencent, Huawei, Ant Group, and others are expected to attend and showcase top AI products [1] Group 2 - Huaxi Securities anticipates that the WAIC will lead to new industrial technological innovations, strengthening the logic of AI application industry implementation [1] - The current AI sector is experiencing a concentrated release window for industrial catalysts, with the Ministry of Industry and Information Technology planning to introduce multiple digital transformation schemes [1] - Kimi has released the K2 foundational model, showing significant improvements in performance, cost optimization, and agent tool utilization, while OpenAI has launched the ChatGPT agent system [1][2] Group 3 - Minsheng Securities notes that the presence of over 60 intelligent robots at the WAIC is expected to act as a strong catalyst for the robotics sector [3] - The report highlights potential changes in hardware segments, including dexterous hand transmission solutions, tactile sensor configurations, and lightweight material selections [3] - Several listed companies are featured in the WAIC 2025 exhibition, including Runhe Software, Keda Technology, Zhongke Shuguang, Hanwang Technology, iFLYTEK, Kingsoft, ZTE, and others [3]

会议强调，要系统谋划、协同推进，一体推动战略、规划、政策、标准等方面任务落实，为人工智能产业发展和 赋能新型工业化打造良好的生态环境，充分激发创新活力。 要夯实产业基础。 强化算力供给，统筹布局通用大模 型和行业专用大模型，注重软硬件适配，加快建立高质量行业数据集，提升重点产品装备的智能化水平。要塑造 应用优势。推动大模型在制造业重点行业落地部署，加快凝练应用场景需求，加快制造业全流程智能化升级，变 革生产管理模式。培育一批人工智能赋能应用服务商，加快推动行业专用大模型落地应用与迭代升级。 要强化标 准引领。 统筹推进人工智能标准工作，发挥有效市场和有为政府的作用，分级分类、体系化推进标准制定，有效 发挥标准的基础性、引领性、支撑性作用。 要壮大产业生态。 着力培育人工智能优势企业，支持人工智能中小企 业专精特新发展。健全人工智能开源机制，加快建设高水平人工智能开源社区，打造开放共享的开源生态。加大 财税政策支持，引导社会资本加大投入。持续拓展人工智能产业国际合作。 要统筹发展和安全。 加强安全治理保 障，强化风险研判应对，推进深度合成检测技术攻关，加快制定人工智能科技伦理管理服务办法，引导产业健康 有序发展 ...