《意见》坚持以习近平新时代中国特色社会主义思想为指导，完整准确全面贯彻新发展理念，坚持以人民为中心的发展思想，充分发挥我国 数据资源丰富、产业体系完备、应用场景广阔等优势，强化前瞻谋划、系统布局、分业施策、开放共享、安全可控，以科技、产业、消费、 民生、治理、全球合作等领域为重点，深入实施"人工智能+"行动，涌现一批新基础设施、新技术体系、新产业生态、新就业岗位等，加快 培育发展新质生产力，使全体人民共享人工智能发展成果，更好服务中国式现代化建设。 《意见》提出加快实施6大重点行动。一是"人工智能+"科学技术，加速科学发现进程，驱动技术研发模式创新和效能提升，创新哲学社会 科学研究方法。二是"人工智能+"产业发展，培育智能原生新模式新业态，推进工业全要素智能化发展，加快农业数智化转型升级，创新服 务业发展新模式。三是"人工智能+"消费提质，拓展服务消费新场景，培育产品消费新业态。四是"人工智能+"民生福祉，创造更加智能的 工作方式，推行更富成效的学习方式，打造更有品质的美好生活。五是"人工智能+"治理能力，开创社会治理人机共生新图景，打造安全治 理多元共治新格局，共绘美丽中国生态治理新画卷。六是"人工智能+" ...

闫德利 腾讯研究院资深专家 二、三道操作难题 OECD（2021）和世界银行（2025）曾指出：AI对就业的影响还不明确、无法预估。从某种意义上讲， 量化AI对就业的影响是一个悖论。它在操作上面临着 无法切割、难以界定和不可预判 三个层层递进的 难题。 一、三大不足 技术对就业影响的研究是一门显学。随着生成式人工智能蓬勃兴起，全球又掀起了一波新的研究浪潮。 OECD、IMF、世界经济论坛、联合国贸发会议、国际劳工组织、世界银行等国际组织，高盛、麦肯 锡、皮尤研究中心等咨询机构，纷纷推出报告。如下表所示。 | 机构 | 发布时间 | 核心结论 | | --- | --- | --- | | 高整 | 2023.3 | 美国约三分之二的工作岗位面临一定程度的AI 自动化风险 | | | | (two-thirds of US occupations are exposed to some degree of | | | | automation by AI ) | | 麦肯锡全 | 2017.1 | 现有的半数工作活动将在 2055年被自动化(half of today's work | | | | activi ...

今天的成就，生发于过去的奉献，承载着未来的希望。徐振明刚守陵时，2万多平方米的陵园没树也没 花，他就踏查山前山后，栽上近万棵树。当年老人在山岗上种下第一棵树时，或许没想过万木葱茏的景 象；如今东北全面振兴的每一步，何尝不是在为未来"栽树"？扛起"功成不必在我，功成必定有我"的担 当，一棒接着一棒跑下去，把铭记化为行动，定能在新时代的黑土地上再写新篇。 更好地传承精神，就要读懂选择的意义。徐振明父子，放弃别人眼中的好工作、好机会，走向山岗、守 护英灵，用双手为陵园披绿，其实是在为精神培土。杨靖宇将军的曾孙马铖明，大学毕业后告别大城 市，毅然来到靖宇县保安村，从村党支部书记助理干起，一直奋斗在黑土地上。选择了守护先烈，就是 选择了高擎精神的火炬；选择了扎根基层，就是选择了苦干实干。用奋斗为信仰接力，才能踏踏实实把 正在做的事情做好。 更好地传承精神，就要凝聚拼搏的力量。"吉林一号"卫星巡游太空、智能网联汽车引领未来、高铁列车 在广袤大地上奔驰，新时代的东北发展气象万千。也要看到，推动东北全面振兴取得新突破，依然充满 新挑战。制约发展的体制机制待优化、相对单一的产业结构需调整、促传统产业提质增智还需加力、 以"冷资 ...

高技术制造业增长显著。1—7月，规上高技术制造业增加值同比增长28.6％，装备制造业增加值同 比增长21.7％，增速分别高于全国平均水平19.1个和11.8个百分点。多项重点产品产量大幅提升，其中 显示器产量同比增长25％，光电子器件产量同比增长97.3％，电子元件产量同比增长59.9％。 8月22日，记者从自治区工业和信息化厅获悉，今年1—7月，广西工业经济运行稳中向好、稳中提 质，产业创新力度持续加大，以装备制造、人工智能等为代表的新质生产力发展态势较好，产业向新向 优的趋势明显。其中，工业领域人工智能核心产业产值超456亿元。 1—7月，广西工业经济延续稳中向好态势。全区规上工业增加值同比增长7.8％，比上半年提高0.1 个百分点，高于去年同期0.5个百分点，增速在全国排第10位；企业利润快速增长，1—6月，全区规上 工业企业实现利润总额同比增长21.9％，排全国第3位。 "新三样"产业持续成长壮大。1—7月，汽车用锂离子动力电池产量同比增长82.7％，新能源汽车同 比增长34.1％，太阳能电池同比增长23.3％。 "人工智能＋制造"融合进程加快，发展活力不断增强。随着"人工智能＋制造"行动深入实施，7 ...

Core Viewpoint - The development of unmanned aerial vehicles, intelligent connected vehicles, and humanoid robots as key strategic industries in China is expected to profoundly reshape future lifestyles through technological breakthroughs [4][6]. Group 1: Market Trends and Consumer Demand - The younger consumer demographic is increasingly willing to pay for trendy experiences, while mainstream consumers are opting for smart technology to enhance their life rituals, and the elderly are looking for technology to improve elder care services [5]. - The market is witnessing a surge in demand for smart applications, with intelligent connected vehicles becoming a significant driver of automotive consumption [5]. - In the first half of this year, the installation rate of L2-level and above assisted driving functions in domestic new energy passenger vehicles reached approximately 80%, with a notable increase in the rate of intelligent driving features in vehicles priced below 160,000 yuan [5]. Group 2: Technological Synergy and Innovation - Approximately 70% of the core components in the three industries share common technological roots, which facilitates collaborative innovation and reduces R&D costs [6]. - The integration of digital twin platforms can support the collaborative routing of vehicles and aerial vehicles, enhancing intelligent decision-making in complex environments [6]. - The automotive industry is becoming a core carrier for the implementation of cutting-edge technologies, with trends towards ecosystem-based operating systems, diversified energy supply, and data-driven closed loops [8]. Group 3: Entry into Low-altitude Economy - The low-altitude economy in China is projected to reach a market size of 1.5 trillion yuan by the end of this year and is expected to grow to 3.5 trillion yuan by 2035 [9]. - Several automotive manufacturers have completed the development of flying cars and are entering the testing phase, indicating a significant transformation in the transportation sector [9]. - Innovations such as the "mother ship vehicle + detachable flying vehicle" design allow seamless integration of land and air travel, redefining urban transportation networks [9]. Group 4: Industry Collaboration and Development - The development paths of intelligent connected vehicles and the low-altitude economy share many commonalities, suggesting positive synergistic effects between the two sectors [10]. - The introduction of specialized aviation batteries with a cycle life of 3,000 times and customized millimeter-wave radar for flying cars indicates a comprehensive upgrade of the supply chain [10]. - The need for technical, scenario-driven, and policy support is crucial for the gradual market entry of low-altitude vehicles, humanoid robots, and intelligent connected vehicles [11].

Group 1: Financial Performance - In the first half of 2025, China Mobile reported operating revenue of 543.769 billion yuan, a decrease of 0.5% year-on-year, and a net profit of 84.235 billion yuan, an increase of 5.0% [1] - China Telecom achieved operating revenue of 269.4 billion yuan, a year-on-year increase of 1.3%, and a net profit of 23 billion yuan, up 5.5% [1] - China Unicom's operating revenue was 200.202 billion yuan, reflecting a year-on-year growth of 1.5%, with a net profit of 6.349 billion yuan, an increase of 5.1% [1] Group 2: Dividend Distribution - China Mobile plans to distribute an interim dividend of 59.432 billion Hong Kong dollars, equivalent to approximately 54.199 billion yuan [1] - China Telecom intends to distribute a cash dividend of 0.1812 yuan per share, totaling around 16.581 billion yuan [1] - China Unicom plans to distribute approximately 3.477 billion yuan in dividends to shareholders [1] Group 3: AI Development - China Mobile's AI-related revenue reached several billion yuan, marking a significant growth phase since last year [2] - China Telecom reported intelligent revenue of 6.3 billion yuan, a year-on-year increase of 89.4% [2] - China Unicom is accelerating AI applications to enhance user experience and operational efficiency [2][3] Group 4: Capital Expenditure - China Mobile's capital expenditure for the first half of the year was 58.4 billion yuan, with a focus on computing power investments [4] - China Telecom completed capital expenditure of 34.2 billion yuan, with significant investments in mobile networks and digital industry [4] - China Unicom's capital expenditure was 20.2 billion yuan, a decrease of 15% year-on-year, with future investments expected to stabilize [5]

Laul Dor 2 In IU 6 callar 2 C ST 200 HIS / 12 A SF3W4W NA TANK ISSUE ENSEE SF3W8w w 4 Y SF3W4W ● -1 C "打造公共数据训练基地，推动语料库共建共享，赋能人工智能应用""发挥公共数据引领作用，加快在交通等领域形成开放互联、高效流通的城 市可信数据空间"……8月11日，北京市发布《关于加快北京市公共数据资源开发利用的实施意见》（以下简称"《意见》"）。而在智能汽车发展 中，数据正在成为行业的"金矿"，所以，《意见》也将为汽车业带来诸多利好。 数据成为竞争要素 当前，在汽车等领域的数字化浪潮中，数据已然成为驱动产业变革与创新的核心要素。而《意见》无疑为汽车行业的数字化转型注入了新的活力与机 遇。 《意见》提出，要夯实公共数据资源开发利用基础、畅通公共数据资源开发利用渠道、加强公共数据资源开发利用服务能力、释放数据要素市场创新活 力、统筹发展和安全、健全工作机制等。行业人士认为，《意见》紧密围绕"数据要素市场化配置"这一核心目标，精心谋划，提出了多达20条具体举措，从 数据的全生命周期管理出发，全面涵盖了数据目录管理、 ...

Macro Information and Commentary - In the first seven months of this year, China's total import and export value of goods reached 25.7 trillion yuan, a year-on-year increase of 3.5%. Exports amounted to 15.31 trillion yuan, growing by 7.3% [4] - The State Council announced a free preschool education policy, expected to benefit approximately 12 million children this fall semester, reducing family expenses by about 20 billion yuan [4] - Starting September 29, South Korea will implement a temporary visa waiver policy for Chinese group tourists, initially lasting until June next year [5] - The U.S. non-farm payrolls increased by only 73,000 in July, the lowest in nine months, raising concerns about a potential recession [5] Automotive Industry - Shanghai has issued the first batch of smart connected vehicle demonstration operation licenses, marking a new phase in the commercialization of autonomous driving [6][8] - The first licensed companies, including Pony.ai and Jinjiang Taxi, have launched autonomous taxi services, combining technology and traditional taxi operations [6][8] - The issuance of licenses signifies a significant breakthrough in Shanghai's smart transportation development, with plans to deploy 500 data-collecting ride-hailing vehicles [8] - Investment opportunities in the automotive sector are notable due to the acceleration of intelligent technology adoption and supportive policies for automotive consumption [9] Chemical Industry - Dongyue Group is a leading enterprise in the fluorosilicone industry, focusing on refrigerants and silicone materials [11] - The company holds a leading position in refrigerant quotas, expected to benefit from high demand and pricing in the refrigerant market [12][14] - Dongyue's fluoropolymer materials have a significant market share, with a production capacity of 55,000 tons of PTFE, leading the industry [13][14] - The company is projected to achieve net profits of 1.94 billion, 2.44 billion, and 2.99 billion yuan from 2025 to 2027 [16] Public Utilities - The public utilities sector has seen a decline of 1.84% this week, underperforming the Shanghai and Shenzhen 300 index [18][19] - The energy transition is accelerating, with renewable energy installations reaching 268 million kilowatts in the first half of 2025, a year-on-year increase of 99.3% [24] - Investment recommendations focus on hydropower assets, thermal power with favorable supply-demand dynamics, and green electricity projects [25] Real Estate - In July, the transaction volume of new and second-hand homes in major cities showed a seasonal decline, with new home sales down 19.2% year-on-year [27][28] - The sales volume of the top 100 real estate companies decreased by 22% in July, indicating a tightening market [29] - Investment suggestions include focusing on leading real estate companies with strong land acquisition capabilities and active second-hand housing agencies [31] Semiconductor Industry - The semiconductor sector is experiencing a seasonal decline in housing transactions, impacting demand [33][34] - The top 100 real estate companies' sales figures reflect a challenging environment, with significant year-on-year decreases [35] New Materials - The rare earth magnetic materials industry has seen a decline of 6.63%, underperforming the benchmark index [39] - Prices for rare earth minerals continue to rise, with significant increases in the prices of praseodymium and neodymium [40][43] - Investment recommendations focus on upstream rare earth resource companies benefiting from tightening supply and increased demand [42] Medical Services - WuXi Biologics is a global leader in the biopharmaceutical CDMO sector, providing comprehensive services from drug discovery to commercialization [45] - The company is expected to achieve a revenue CAGR of 36.0% from 2019 to 2024, with significant growth in non-COVID related business [46] - Investment outlook remains positive, with projected revenues of 21.47 billion, 23.65 billion, and 25.91 billion yuan from 2025 to 2027 [49]

Core Viewpoint - The establishment of Hainan Free Trade Port and its customs closure by December 18, 2025, represents a significant step towards enhancing China's openness and cooperation with the global market, particularly impacting the domestic automotive industry through innovative policies [2][3]. Policy Overview - Hainan's customs closure is not a restriction but a strategy to expand openness and promote high-quality development of the free trade port, facilitating smoother international exchanges while maintaining efficient connections with the mainland [3]. - The "one line open, one line manage" policy will allow for a series of free and convenient measures for goods entering from outside China, while managing the flow of goods between Hainan and the mainland [3]. Tax and Trade Benefits - The range of "zero tariff" goods will expand to approximately 6,600 tax items, covering about 74% of all goods, a 53% increase from before the customs closure [3]. - The zero tariff policy for imported automotive parts, including batteries and electric motors, could reduce vehicle production costs by 18% to 20%, enhancing price competitiveness [4]. - Companies importing production equipment for self-use will be exempt from tariffs, VAT, and consumption tax, further lowering fixed asset investment costs [4]. Trade Management Improvements - Enhanced trade management measures and simplified customs processes will significantly reduce logistics costs, with import clearance times for automotive parts expected to decrease by over 30% [4]. - The zero tariff policy will not only apply to self-use but will also allow for the free flow of goods among beneficiaries, promoting industrial chain extension and competitiveness [8]. Industry Restructuring - The new policies are expected to drive a restructuring of the automotive industry in Hainan, encouraging local production and processing to increase value-added rates, which can lead to tax exemptions when entering the mainland [7]. - The import of vehicles for transportation and tourism in Hainan will also benefit from tax exemptions, potentially reducing costs by 30% to 60% [8]. Challenges and Limitations - Despite the favorable policies, Hainan faces challenges such as a shortage of skilled labor in automotive R&D and manufacturing, as well as limited infrastructure affecting logistics efficiency [9][10]. - The local automotive supply chain is underdeveloped, with a low local component manufacturing rate, leading to reliance on external suppliers for critical parts [10]. Strategic Focus - Experts suggest that Hainan should focus on developing a niche in the electric vehicle sector rather than competing directly with traditional manufacturing hubs [12]. - The local automotive company, Haima, is pivoting towards hydrogen fuel cell vehicles, aligning with Hainan's green development goals and leveraging local renewable energy resources [13]. Future Outlook - Hainan's role as a testing ground for high-standard trade rules could provide valuable insights for national tariff reductions and free trade agreements [14]. - The integration of logistics channels and trade policies may position Hainan as a strategic hub for connecting domestic and international supply chains, particularly in the electric vehicle market [15].

Core Viewpoint - The article discusses the recent approval of the "Artificial Intelligence +" action plan by the State Council, emphasizing the need for large-scale commercialization and application of artificial intelligence (AI) across various sectors to drive economic and social development [3][4][6]. Group 1: Policy and Government Initiatives - The State Council's meeting highlighted the acceleration of AI technology and the importance of implementing the "Artificial Intelligence +" action plan to leverage China's complete industrial system, large market scale, and rich application scenarios [3][4]. - Various government departments, including the National Development and Reform Commission (NDRC) and the Ministry of Industry and Information Technology (MIIT), are actively deploying policies to support AI integration into traditional industries and promote new strategic industries [4][6][7]. Group 2: AI Commercialization and Application - The NDRC emphasized the strong demand for AI applications, indicating that the technology is at a critical window for practical implementation, with significant potential to reduce costs and improve productivity across industries [6][7]. - The article notes the emergence of new intelligent products and scenarios, such as smart connected vehicles and smart home devices, which are increasingly being integrated into daily life and industrial processes [6][7]. Group 3: Infrastructure and Data Support - The article outlines the necessity of optimizing the AI innovation ecosystem by enhancing the supply of computing power, algorithms, and data, which are fundamental to AI development [9][10]. - The NDRC plans to advance the construction of computing power infrastructure and promote high-quality data supply and circulation to support AI applications [9][10]. Group 4: Role of State-Owned Enterprises (SOEs) - The State-owned Assets Supervision and Administration Commission (SASAC) has initiated the "AI +" special action for central enterprises, focusing on applying AI in key industries such as manufacturing and energy, resulting in over 500 application scenarios [12][13]. - Central enterprises are expected to lead in AI development, leveraging their access to vast industry data to enhance AI model training and performance [14][15].