Core Viewpoint - The 2025 Global Industrial Internet Conference opened in Shenyang, focusing on "Artificial Intelligence+" and showcasing innovations in industrial internet to drive new industrialization [1][2]. Group 1: Conference Overview - The conference will last until September 8, featuring an exhibition of innovative development results with leading companies showcasing cutting-edge technologies and applications in the industrial sector [2][3]. Group 2: Key Highlights from Exhibitors - **Highlight 1: "Yuanjing" Equipment Manufacturing Application** China Unicom showcased "Yuanjing" applications and embodied intelligent robots, utilizing AI and industrial mechanism models to enhance equipment manufacturing and provide customized solutions [4]. - **Highlight 2: Smart Low-altitude Service Network** State Grid Liaoning Electric Power focused on smart services and green low-carbon initiatives, establishing a service network for power inspection and fire prevention [5]. - **Highlight 3: Jiutian Large Model Empowering Industry** China Mobile presented its Jiutian model, which supports various industrial applications, enhancing efficiency in oil fields and steel production [6]. - **Highlight 4: Industrial Intelligent Base** Huawei emphasized its industrial intelligent base, showcasing AI applications in steel and chemical industries to support digital transformation [7]. - **Highlight 5: Communication Towers as Digital Towers** China Tower demonstrated the upgrade of over 200,000 communication towers to support various applications, including fire prevention and monitoring [8]. - **Highlight 6: Security in Computing, Data, and Models** China Telecom highlighted its capabilities in computing and data security, showcasing its advanced model safety features [9]. - **Highlight 7: "Songyi" Wheeled Humanoid Robot** Siasun showcased its "Songyi" robot, which utilizes deep learning for material handling and is adaptable to various environments [10]. - **Highlight 8: Industrial Internet Platform** Shengu Group presented its industrial internet platform that enhances collaboration across the supply chain and supports predictive maintenance [11]. - **Highlight 9: Regional Cluster Digital Transformation** Shenyang's industrial transformation efforts were highlighted, showcasing the collaboration of small and medium enterprises in digitalization [12]. - **Highlight 10: Embodied Intelligence and Digital Twin** The Chinese Academy of Sciences focused on embodied intelligence and digital twin technologies, demonstrating their applications in semiconductor manufacturing and defense equipment [12].

Group 1 - Huawei announced the full open-source of Ascend hardware enabling CANN, along with the Mind series application enabling suite and toolchain, aimed at accelerating innovation among developers [1] - CANN is positioned against NVIDIA's CUDA, providing a high-performance operator library and various development methods, while the MindSpore open-source framework supports efficient development [1] - The "2+1+X" model of MindX is designed to lower industry development barriers, promoting Ascend computing as a comprehensive AI infrastructure [1] Group 2 - The construction of an ecosystem is seen as an inevitable trend, with a need to enhance the compatibility efficiency with CUDA and reduce performance loss [1] - The deep collaboration between domestic frameworks like MindSpore and chips is essential to form a self-sustaining loop of "chip-framework-application" [1] - Ascend's strong order fulfillment capability is expected to drive continuous expansion of the industry chain, with the Ascend 384 showcasing system-level performance advantages [1] Group 3 - Advanced Communication has officially launched the Ascend A800I A2 large model integrated machine [2] - Tuo Wei Information has established a comprehensive strategic partnership with Huawei, focusing on "Kunpeng/Ascend AI + industry large models + Harmony" [3]

Group 1: Market Performance - The three major A-share indices collectively rose, with the Shenzhen Component Index and the ChiNext Index reaching new highs for the year. The Shanghai Composite Index increased by 0.33%, closing above 3600 points, while the Shenzhen Component Index rose by 0.64% and the ChiNext Index by 1.86%. The total trading volume in the Shanghai and Shenzhen markets reached 1.8032 trillion yuan, an increase of 60.9 billion yuan compared to the previous day [1]. Group 2: Innovation Drug Sector - The Hong Kong innovation drug index has more than doubled since the beginning of the year, achieving a growth of over 105% [2][3]. - WuXi AppTec reported a revenue of 20.799 billion yuan for the first half of 2025, a year-on-year increase of 20.64%, with net profit reaching 8.56 billion yuan, marking a 101.92% increase. The company also announced its first-ever interim dividend plan, proposing a cash dividend of 3.5 yuan per 10 shares, totaling approximately 1 billion yuan [5]. - The total amount of outbound licensing for Chinese innovative drugs has surged, with a report indicating that the total amount for the first half of 2025 has approached 66 billion dollars, surpassing the total for the entire year of 2024 [5]. Group 3: CPO Sector - The CPO and computing hardware stocks showed strong performance, with Zhongji Xuchuang rising over 9% and reaching a historical high. The sector has remained active since mid-July, following Nvidia's announcement regarding H20 [6][9]. - Huawei showcased its Ascend 384 super node at the World Artificial Intelligence Conference, which integrates 384 Ascend 910C NPUs and 192 Kunpeng CPUs, achieving a computing power of 300 Pflops, surpassing Nvidia's NVL72 system [9]. Group 4: Maternal and Infant Industry - The maternal and infant industry saw a collective rise, particularly in the dairy sector, following the announcement of a child-rearing subsidy of 3600 yuan per child per year for children under three years old [10][11]. - Although the subsidy does not fully cover the average annual cost of raising a child, which is approximately 25,000 yuan, it signals significant policy support. The estimated fiscal input for 2024 based on projected birth rates is around 30 billion yuan [12]. - The subsidy is expected to boost consumption in the dairy sector, particularly in milk powder, and enhance market confidence as more birth-related policies are implemented [14].