Group 1 - The core viewpoint of the articles highlights the transition from "Made in China" to "Intelligent Manufacturing in China," showcasing the increasing global appeal of Chinese products, particularly in the electric vehicle sector, which is projected to account for 40.9% of new car sales in 2024, maintaining its position as the world's largest market for ten consecutive years [1][3][6] - The rise of "Chinese Intelligent Manufacturing" is supported by advancements in technology and innovation, leading to improved product competitiveness and breaking the previous perception of Chinese goods as low-quality [3][4][8] - Chinese exports have shown resilience amid global trade tensions, with a reported total trade value of 14.14 trillion yuan in the first four months of the year, marking a 2.4% year-on-year increase, and a 7.5% increase in exports [6][8] Group 2 - The emergence of AI technologies, such as the DeepSeek model, is enabling Chinese businesses to create multilingual promotional content, enhancing the global reach of their products [4][6] - China is recognized as the only country with all industrial categories classified by the United Nations, leading in the production of over 220 industrial products, and maintaining the largest manufacturing scale globally for 15 consecutive years [8] - The strong resilience of the Chinese economy is attributed to its comprehensive and efficient supply chain systems, continuous innovation, and the ability to adapt to changing global economic conditions [6][8]

今年春节后，《哪吒2》和DeepSeek开源大模型的"硬科技+软文化"组合，带火了相关概念股。最近， 影石Insta360全景相机、泡泡玛特旗下人气IP LABUBU 3.0系列被市场称为"现象级火爆"，这能否给中 国资产带来新的叙事逻辑？ 今天上午，影石概念股弘景光电（301479）"20CM"涨停；泡泡玛特上涨11.14%，盘中再创历史新高， 带动A股IP经济概念盘中直线拉升，盛天网络、创源股份等个股大涨。 日前，影石科创板IPO注册获正式批复，A股市场即将迎来"全球智能影像第一股"。市场人士表示，随 着影石热度攀升，建议关注产业链机会：一是核心供应商；二是股权关联的企业；三是产业链相关标 的。 资料显示，弘景光电主要从事光学镜头及摄像模组的研发、设计、制造和销售。公司在投资者互动平台 表示，影石创新是其重要客户之一。另外，瀛通通讯上午涨停，华金资本、商络电子等概念股也上涨。 泡泡玛特股价再创历史新高 A股上午震荡调整，截至中午收盘，上证指数下跌0.03%，深证成指下跌0.43%，创业板指下跌0.55%。 PEEK材料、游戏、银行等板块涨幅居前，地产、消费等板块跌幅居前。 弘景光电"20CM"涨停 今天上 ...