Core Insights - The company has entered into a deep strategic partnership with Zhongqing Robotics to create a new ecosystem for smart home robotics [1][3] Group 1: Strategic Cooperation - The collaboration will leverage the strengths of both parties, focusing on home and commercial scenarios to enhance user experience through robotics [3] - The aim is to integrate robots as "new family members" that understand needs and provide services, covering basic functions like cleaning, moving, and organizing, as well as emotional and safety roles [3][4] Group 2: Implementation and Development - The partnership will begin with pilot stores to collect user feedback and scene data, addressing practical issues such as autonomous movement and human-robot interaction [4] - Both companies will work on key challenges in training simulation, data collection, and secondary development to ensure technology fits the scene requirements and achieves productization [4]

据了解，近期公布的《关于深入实施"人工智能+"行动的意见》（以下简称"《意见》"）提出，到2027 年，新一代智能终端和智能体等应用的普及率将超过70%。 "人工智能赋能千行百业、提升生活品质是'人工智能+'行动的初心。"李超指出，新一代智能终端和智 能体作为技术落地的直接载体，具备自主感知、决策和执行能力。 9月29日，国家发展改革委召开9月份新闻发布会。《中国经营报》记者在现场获悉，中国将创新开源机 制，探索更加高效的开源模式。 国家发展改革委政策研究室副主任、新闻发言人李超介绍，为加快新一代智能终端和智能体的应用普 及，国家发展改革委将协同推进技术攻关与开源共享，进一步加快创新步伐。 她指出："要坚持开源开放导向，健全开源贡献评价和激励机制，探索普惠高效的开源模式，降低技术 门槛。" 英伟达CEO黄仁勋也曾多次强调开源工程的重要性。今年7月，他在进博会上表示，开源能够汇聚整个 生态系统的资源，加快创新速度，不仅依赖单一公司或组织，而是通过多方贡献有效推动技术发展。 智能体普及目标明确 对于智能体的应用和普及，开源同样发挥着关键作用。 她举例说，工业质检机器人可自主检测缺陷并剔除残次品，显著提升生产效率； ...

9月29日，国家发展改革委举行9月份新闻发布会。 近期，国务院印发《关于深入实施"人工智能+"行动的意见》（以下简称《意见》），提出到2027年，新一代智能终端、智能体 等应用普及率超70%。设定这一目标有何用意？将采取哪些措施来实现这一目标？ 国家发展改革委政策研究室副主任、委新闻发言人李超回答《每日经济新闻》记者上述问题时表示，将从供需两端同步发力， 推动市场扩容。 推动新一代智能终端、智能体加快应用普及 李超对《每日经济新闻》记者表示，推动人工智能赋能千行百业、提升生活品质，推动人工智能技术发展和应用需求双向奔赴 是开展"人工智能+"行动的初心。新一代智能终端、智能体可以自主感知数据、信息、环境，自主进行任务规划、决策和执行， 可以说是人工智能技术应用落地的直接载体。 比如，工业质检机器人可以自主检测缺陷、分离残次品，极大提升生产效率；智能家居机器人可以自动调节温度、湿度、采 光，自动完成地面清洁，有效提高生活品质；智能可穿戴健康设备可以随时为我们进行"微体检"、自主开展慢病管理，成为身 体健康的贴身守护者；智能安防机器人可以自主巡逻、识别危险、开展应急处置，提供全天候安全守护。 因此，《意见》将新一代 ...

8月份部分经济指标出现了波动，在消费增速放缓、投资增长乏力、出口面临不确定性的情况下，全年经济增长目标能否按计划实现？ 针对这一问题，李超表示，从全局全貌看，尽管面临外部压力，但在宏观政策持续发力等因素带动下，我国经济运行总体平稳，高质量发展扎实推进。从 供给侧看，生产平稳增长，制造业、服务业的重点领域增势良好。从景气程度看，工业企业利润明显改善。从需求侧看，政策效能持续显现，展现出较强 的韧性和抗压能力。 9月29日，在国家发展改革委召开的新闻发布会上，国家发展改革委政策研究室副主任、新闻发言人李超就经济领域热点问题进行了回应。 新型政策性金融工具 规模共5000亿元 李超表示，为促进金融更好服务实体经济，推动扩大有效投资，国家发展改革委会同有关方面积极推进新型政策性金融工具有关工作。新型政策性金融工 具规模共5000亿元，全部用于补充项目资本金。 "我们正在会同有关方面，抓紧将新型政策性金融工具资金投放到具体项目，后续将督促各地方推动项目加快开工建设，尽快形成更多实物工作量，推动 扩大有效投资，促进经济平稳健康发展。"李超表示。 我国经济运行总体平稳 面清洁，有效提高生活品质；智能可穿戴健康设备可以随时为 ...

8月26日，国务院发布《关于深入实施"人工智能+"行动的意见》。意见提出，到2027年，新一代智能终 端、智能体等应用普及率超70%。 李超表示，"将构建导向明确、尊重规律、规范发展的政策环境。制定政策指引，围绕技术支撑、应用 推广、安全治理等方面提出原则导向和具体工作要求，加快基础技术、安全可信、互联互通、行业应用 等标准研究，制定互信互认共用的技术标准和产业规范，建立用户导向的评估体系，为企业发展提供良 好环境，助力更多好企业、好应用脱颖而出。"她说。 "将协同推进技术攻关和开源共享，加快创新步伐。"李超表示，支持人工智能企业与各行业龙头企业协 同创新，开展从基础功能到复杂场景的渐进式应用验证，合力推进关键核心技术攻关。持续推进开源体 系建设，依托龙头企业、高校院所，打造开源平台，推动大模型、数据集等共建共享共用，培育发掘优 质开源创新创业项目，形成开源示范效应。 新华财经北京9月29日电（记者余蕊）国家发展改革委政策研究室副主任、委新闻发言人李超29日在该 委新闻发布会上表示，下一步，国家发展改革委将按照《关于深入实施"人工智能+"行动的意见》部署 要求，会同有关部门，从三个方面推动新一代智能终端、智能 ...

智通财经APP获悉，9月29日，国家发展改革委召开9月份新闻发布会。国家发展改革委政策研究室副主 任、新闻发言人李超表示，8月份，在宏观政策持续发力等因素的带动之下，我国经济运行总体平稳。 从供给侧看，生产平稳增长，制造业、服务业的重点领域增势良好。从需求侧看，政策效能持续显现， 展现出较强的韧性和抗压能力。下一步，国家发展改革委将深入贯彻落实党中央、国务院决策部署，持 续发力、适时加力实施宏观政策。同时，将持续加强经济监测预测预警，做好政策预研储备，根据形势 变化及时推出。随着各项政策效应充分释放，有信心继续保持经济平稳健康发展，有信心实现全年目标 任务。 第一，9月12日，国家发展改革委办公厅印发《关于进一步做好基础设施领域不动产投资信托基金 (REITs)常态化申报推荐工作的通知》。《通知》要求加快成熟资产类型项目常态化申报，积极推动新 资产类型的推荐发行，积极支持民间投资项目发行上市。同时，优化扩募机制，简化新购入项目申报流 程，拓宽新购入项目的资产范围，切实推动基础设施REITs高质量发展。 第二，在上海合作组织天津峰会期间，国家发展改革委推动成立中国—上海合作组织绿色产业、数字经 济、能源三大合作 ...

Core Insights - The People's Bank of China, along with six other departments, has issued guidelines to boost consumption, indicating a strong governmental push for consumer spending in 2023 [1] - The Yangtze River Delta region has shown positive growth in retail sales from January to May, with Jiangsu, Zhejiang, and Anhui all exceeding 5% growth, while Shanghai's growth has improved to 1.4% [2][3] Group 1: Consumption Growth - Retail sales in Jiangsu, Zhejiang, Anhui, and Shanghai grew by 5.6%, 5.3%, 5.5%, and 1.4% respectively from January to May [2] - Shanghai has reversed its previous negative consumption trend, reclaiming its status as the "consumption capital" with a total retail sales figure of 687.21 billion yuan [2][3] - The implementation of the "618" shopping festival and trade-in subsidies has led to double-digit growth in various categories in Shanghai [2] Group 2: Policy Impact - The central government's focus on consumption and the introduction of new policies have significantly improved the consumption market [2] - Shanghai's action plan includes six major initiatives aimed at increasing consumer income and enhancing the consumption environment [2] Group 3: Emerging Consumption Trends - New consumption trends are emerging, with significant growth in categories such as wearable smart devices, which saw a 147% increase in retail sales in Jiangsu [4] - The rise of new consumption scenarios, such as the HADO AR sports event, reflects the vibrant consumer market [4] - New consumer enterprises in sectors like tea drinks and trendy toys have reported an average revenue growth of 65% in 2024 [5]

Group 1 - Zhejiang has issued measures to support AI innovation, including subsidies for smart home robots and smart glasses, offering up to 2000 yuan per item based on 15% of the product price [1] - Rayban AI smart glasses are expected to start pre-sale on May 30, with a base price starting at 1999 yuan [1] - The market for AI glasses is projected to grow significantly, with global sales expected to reach 3.5 million units by 2025 and 90 million units by 2030, reflecting a CAGR of 91.4% from 2025 to 2030 [1] Group 2 - Doctor Glasses has set up smart glasses display cabinets in over 100 retail stores and is collaborating with leading smart glasses manufacturers [2] - Hengxuan Technology's smart glasses solution based on the BES2800 chip can achieve lightweight model local execution [2]

Core Insights - Zhejiang Province aims to establish itself as a global leader in artificial intelligence innovation by implementing measures effective from May 31, 2025, to December 31, 2027, with a target of achieving over 1.2 trillion yuan in core AI industry revenue by 2030 [1][2] Group 1: Policy Measures - The measures include 27 initiatives across six areas, with a focus on creating industrial clusters centered around Hangzhou and Ningbo, covering the entire AI industry chain from chips to optical networks [1] - Talent acquisition is prioritized, with simplified processes for recruiting top AI talent and a goal of attracting over 10 top talents annually [1] Group 2: Infrastructure and Support - The development of public cloud services is emphasized, with a target of cultivating 100 provincial benchmark cloud enterprises and 1,000 demonstration application scenarios by 2027 [2] - Financial support is provided through computing vouchers, offering up to 30% reimbursement for self-owned computing services and up to 10% for non-self-owned services, with a maximum subsidy of 8 million yuan [2] Group 3: Application Development - The initiative includes the establishment of a base for embodied intelligence applications, creating public testing environments and platforms to support hardware and software upgrades [2] - Consumer incentives are introduced for smart home products, with subsidies of up to 2,000 yuan per item for eligible products under a trade-in program [2]

Macro Dynamics - In the first four months of 2025, the national general public budget revenue reached 80,616 billion yuan, a year-on-year decrease of 0.4%, with the decline narrowing by 0.7 percentage points compared to the first quarter [1] - Central government revenue decreased by 3.8%, but in April, it saw a growth of 1.6%, marking the first month of positive growth this year [1] - Local government revenue increased by 2.2%, consistent with the growth rate in the first quarter [1] Automotive Industry - In the first four months of 2025, the top ten car manufacturers sold 2.502 million vehicles, accounting for 68.7% of total car sales [2] - Among these manufacturers, BYD, Geely, SAIC-GM-Wuling, and FAW saw varying degrees of sales growth compared to the same period last year, while other companies experienced declines [2] Financial Institutions - Several banks have lowered the interest rates on large-denomination time deposits, bringing them into the "1" era [5][6] - The recent trend of deposit rate cuts includes major banks like ICBC, BOC, and CCB, affecting various deposit products [6] Market Data - The Shanghai Composite Index rose by 0.38%, with significant activity in the consumer sector, leading to a surge in stock prices for beauty care, food and beverage, and pet economy sectors [8] - The total financing balance in the two markets increased by 35.43 billion yuan, with the Shanghai Stock Exchange reporting a balance of 9,096.57 billion yuan and the Shenzhen Stock Exchange at 8,833.67 billion yuan [9] Company Dynamics - State Grid has released a self-developed large-scale renewable energy grid operation control system, addressing the challenge of integrating large-scale renewable energy into the grid [11][12] - Yulong Co., Ltd. will have its stock delisted on May 27, 2025, without entering a delisting transition period [13] - Zhaoyi Innovation plans to issue H-shares and list on the Hong Kong Stock Exchange [14] - BYD and Shenzhou Car Rental signed a strategic cooperation agreement to promote sustainable development in green travel and car rental markets [15] - Vipshop reported Q1 2025 net revenue of 26.3 billion yuan, a year-on-year decline of approximately 5%, with a Non-GAAP net profit of 2.3 billion yuan [16]