（文章来源：第一财经） 工业和信息化部党组书记、部长李乐成在《党建》杂志发表署名文章《加快推进人工智能赋能新型工业 化》。李乐成表示，加快关键核心技术突破。人工智能领域要占领先机、赢得优势，必须厚植"根技 术"，夯实算力、算法、数据等基础底座。强化算力供给，统筹用好现有支持渠道，加快突破高端芯 片、高速互联等技术，推动构建智能芯片软硬协同发展生态。建设算力互联互通平台，强化算力协同调 度。攻坚算法模型，加强语言、视觉、多模态等底层算法研究，突破类脑智能、世界模型等前沿技术。 发展工业细分领域大模型，鼓励大小模型协同创新。打造大模型公共服务平台，提供高水平模型及配套 工具服务。推动"模数共振"，引导人工智能模型与高质量数据集协同创新、深度融合，建立"数据共 享、模型优化、应用孵化、安全保障"一体化机制。 ...

寒武纪-U成交额达200亿元，现大涨近10%，最高报1536元。 ...

Macro Strategy - The GDP growth rate remains resilient, with an expectation to achieve the annual growth target of 5% [1][22] - In Q3, GDP grew by 4.8% year-on-year, while cumulative growth for the first three quarters was 5.2% [22] - Industrial added value in September increased by 6.5% year-on-year, exceeding expectations [22] - External demand outperformed expectations with exports growing by 8.3% year-on-year, while internal demand continued to face pressure [22] Fixed Income Market - The bond market remains strong amid ongoing Sino-US trade tensions, but short-term participation is advised with caution [3] - The yield curve has steepened since the "anti-involution" policy was introduced in July 2025, with the 10-1Y spread at 38 basis points, indicating limited downward momentum [3] - The recommendation is to shift positions from 30Y to 10Y bonds to mitigate duration risk while maintaining a balanced approach [3] Company Analysis Fuyao Glass (600660) - The Q3 performance met expectations, with adjustments to net profit forecasts for 2025-2027 [7] - The revised net profit estimates are 97.10 billion, 111.11 billion, and 131.74 billion yuan for 2025, 2026, and 2027 respectively, with corresponding EPS of 3.72, 4.26, and 5.05 yuan [7] Chuangfeng Power (603129) - The company reported a year-on-year net profit increase of 11% in Q3, driven by strong demand for all-terrain vehicles [8] - The net profit forecasts for 2025-2027 are maintained at 18.7 billion, 24.7 billion, and 27.4 billion yuan respectively [8] Sien Electric (002028) - The company exceeded market expectations with a Q3 revenue of 53.3 billion yuan, up 26% year-on-year, and a net profit of 8.99 billion yuan, up 49% [9] - The international market's high demand is expected to continue driving profitability [9] Longjin Environmental Protection (600388) - The company reported a 20.5% year-on-year increase in performance for the first three quarters, with significant contributions from green electricity and energy storage [20][21] Hikvision (002415) - The company achieved a net profit of 93.19 billion yuan in Q3, a 14.94% year-on-year increase, with a focus on AI and overseas growth [16][17] Hanwujing (688256) - The company reported a Q3 revenue growth of 1333%, with a net profit of 16.05 billion yuan [18] - The product ecosystem is expanding, supporting various AI applications across multiple industries [18]

Core Viewpoint - Cambricon Technologies Co., Ltd. announced a private placement of 3.3349 million shares at a price of 1195.02 CNY per share, raising a total of 3.985 billion CNY, aimed at enhancing its capabilities in AI-driven chip technology and software platforms [2][3]. Group 1: Fundraising Details - The total amount raised from the private placement is 3.985 billion CNY, with a net amount of 3.953 billion CNY after expenses [2]. - The funds will be allocated to three main projects: approximately 2.054 billion CNY for a chip platform project, about 1.452 billion CNY for a software platform project, and 479 million CNY for working capital [3]. Group 2: Company Performance - For the first three quarters of 2025, the company reported a revenue of 4.607 billion CNY, representing a year-on-year growth of 2386.38%, and a net profit attributable to shareholders of 1.605 billion CNY [3]. - In the third quarter alone, the company achieved a revenue of 1.727 billion CNY, with a year-on-year increase of 1332.52%, and a net profit of 567 million CNY [3]. Group 3: Strategic Goals - The company aims to enhance its comprehensive strength in chip technology and products tailored for large models, improve the openness and usability of its software ecosystem, and meet operational funding needs to strengthen its risk resilience [2].

Core Viewpoint - The event "Empower Development · Supply and Demand Matching - Shenzhen Industry Association and Chamber of Commerce Helping Enterprises" aims to enhance the modern industrial system in Shenzhen by leveraging the collaborative efforts of government, associations, and enterprises [1][3]. Group 1: Event Overview - The event was launched on October 12, 2025, in the New Generation Industrial Park, with participation from 130 representatives from industry associations, government departments, and enterprises [1]. - Activities included on-site visits, enterprise roadshows, policy presentations, and discussions to provide precise support for enterprises and establish an efficient supply-demand matching platform [1][3]. Group 2: Government and Association Initiatives - The main speaker emphasized that the "Helping Enterprises" initiative will focus on three key measures: precise matching, quality enhancement, and collaborative interaction, aiming to create a regular and branded service platform [3]. - Various departments presented substantial policy support, including the Shenzhen Artificial Intelligence Industry Office's interpretation of measures to establish Shenzhen as a leading city in AI, and the Shenzhen Science and Technology Innovation Bureau's introduction of the training voucher implementation plan to reduce R&D costs [4]. Group 3: Technological Showcase - The event featured over 20 innovative products in fields such as smart chips, terminal devices, and industry solutions, showcasing Shenzhen's cutting-edge achievements and capabilities in artificial intelligence [3][4]. - Attendees experienced firsthand the technological innovations and practical applications in the AI sector through detailed presentations by company representatives [3]. Group 4: Future Plans - This "Helping Enterprises" event is the first in a series, with plans for ongoing activities to continuously support enterprise development and contribute to Shenzhen's high-quality economic growth [4].

Core Insights - The event "Empower Development · Supply and Demand Matching - Shenzhen Industry Association Chamber of Commerce Assisting Enterprises" was launched to provide precise support for enterprises and establish an efficient supply-demand matching platform [1] Group 1: Event Overview - The event featured over 20 innovative products across various fields, including smart chips, terminal devices, and industry solutions, showcasing Shenzhen's cutting-edge achievements in artificial intelligence [3] - Four representative technology companies presented their core technologies, main products, and specific needs in market expansion, financing, and technical cooperation during the enterprise roadshow [3] Group 2: Policy Support - The policy presentation highlighted substantial policy "packages" aimed at supporting enterprises, including an in-depth interpretation of measures to build Shenzhen into a leading city in artificial intelligence [3] - The Shenzhen Municipal Science and Technology Innovation Bureau provided details on the implementation plan for training vouchers, offering specific pathways to reduce R&D costs and cultivate professional talent [3] - The Municipal Administration and Data Management Bureau explained the operational guidelines for special funds for the application of AI in government services, signaling government support for enterprise innovation through open scenarios [3] Group 3: Interaction and Collaboration - The interactive session saw enthusiastic participation from enterprise representatives, leading to active discussions with government departments, financial institutions, and industry association representatives, resulting in several preliminary cooperation intentions [4]

Group 1: Light Industry Growth Plan - The Ministry of Industry and Information Technology, along with other departments, has issued a "Light Industry Growth Work Plan (2025-2026)" to enhance the role of light industry in stabilizing economic growth [2][3] - The plan aims for stable growth in key industries, stable business performance, and rapid development of new growth points, with a focus on enhancing consumer capacity [2] - Five key tasks are outlined: optimizing supply, expanding consumption, maintaining international competitiveness, optimizing the industrial ecosystem, and enhancing high-quality development momentum [2][3] Group 2: Intellectual Property Asset Evaluation - The Ministry of Finance and other departments have released a notification to further standardize intellectual property asset evaluation, enhancing the management and protection of intellectual property [4][5] - The notification emphasizes the importance of accurately determining the value of intellectual property as a crucial step in its operation and transformation [4] - Asset evaluation institutions must possess professional competence and adhere to legal regulations, ensuring independent and objective evaluations [4][5][6] Group 3: Business Registration Regulation - The State Administration for Market Regulation has implemented a new management method for business registration applications and agency behaviors to prevent false registrations and improve registration quality [7][8] - The method establishes a new information management system for registration agents, enhancing the authenticity of registration applications [7][8] - It also strengthens the supervision of illegal registration behaviors and increases penalties for false registration [8] Group 4: Skills Training Initiatives in Shandong - Shandong Province has launched a "Vocational Skills Improvement Training Action Plan" to provide skills training for over 1.5 million people from 2025 to 2027 [10][11] - The plan includes ten training actions focusing on new productivity skills, rural revitalization, modern service industry skills, and youth skills enhancement [10][11] - It aims to support industries by cultivating a skilled workforce and enhancing training resources and employment linkages [11][12] Group 5: AI and Manufacturing Policies in Guangxi - Guangxi has introduced policies to support the integration of artificial intelligence and manufacturing, offering financial subsidies for qualifying projects [13][14] - The policies include funding for smart products and core components, as well as support for AI software development in industrial applications [13][14] - The initiative aims to promote high-end, intelligent, and green development in the manufacturing sector [13][14] Group 6: Statistical Reform in Jiaxing - Jiaxing City has implemented a "One-Click Reporting" reform to streamline statistical reporting for businesses, significantly reducing reporting time and improving data accuracy [16][17] - The reform utilizes digital technology to automate data collection and reporting processes, enhancing efficiency and reducing human error [16][17] - It establishes a comprehensive data management system to support accurate and timely statistical reporting [19][20]

9月19日至20日，由两岸科技创新中心、中关村人才协会、台湾人工智能产业协会共同主办的"两岸传统 医学科技化与AI技术整合对话会"在北京经济技术开发区成功举办。本次活动作为第28届京台科技论坛 的专场活动之一，以"传承、创新、融合、生态、永续发展"为主题，汇聚两岸百余位专家学者、企业代 表及行业协会负责人，共探传统医学与现代科技的深度融合之路。 据了解，京台科技论坛自1998年创办以来，已成为两岸经贸科技交流的重要品牌。本届论坛以"共育新 质生产力，携手融合新发展"为主题，进一步突出高新技术产业与生命健康等前沿领域的深度合作。本 次对话会的举办，不仅为两岸传统医学的科技化转型提供新思路，也为推动两岸产业融合与健康中国建 设注入新动能。 会议期间，多家机构签署合作项目协议，并发布共同倡议，启动"生命健康万里行"后续行动计划。两岸 科技创新中心作为推动京台产业融合的重要平台，已吸引89家合作企业和伙伴加入，累计接洽台资项目 近50项，未来将继续为两岸企业提供技术协同、孵化加速、市场对接等全方位服务。 本次对话会聚焦传统医学现代化核心痛点，旨在借助数智化和AI技术，解决传统医学在诊断标准化、 疗效验证等方面的瓶颈。 ...

Core Viewpoint - The "Guideline for the Construction of the Standard System for the Artificial Intelligence Industry in Jiangsu Province (2025 Edition)" has been officially released, aiming to promote high-quality development of the AI industry in Jiangsu Province [1][5]. Group 1: Purpose and Framework - The release of the Guideline aims to implement the national AI strategy and Jiangsu's "1650" modern industrial system plan, emphasizing the foundational and leading role of standards in the high-quality development of the AI industry [5]. - The Guideline aligns with national standards while complementing them by adopting international and national standards for widely applicable basic standards and creating local standards for areas not yet covered by national standards [5][6]. Group 2: Development Goals - By 2027, the Guideline sets a target to lead or participate in the formulation of over 20 international, national, and industry standards, and to establish over 50 local and group standards, with at least 20 standards serving 16 advanced manufacturing clusters [5][6]. - The aim is to achieve an application coverage rate of over 85% for key industry chain standards and to establish at least 30 national and provincial standardization pilot projects [5]. Group 3: Industry Participation - The Guideline lists 60 key standard development directions, including areas such as large models, industrial AI, smart chips, new energy battery testing, medical imaging analysis, and generative AI safety and ethics governance, allowing companies to directly participate in standard formulation [6]. - It emphasizes balancing technological innovation with risk prevention by defining a "safety runway" through standards rather than creating barriers, ensuring ethical and safety requirements are integrated into the R&D and application processes [6]. Group 4: Regional Advantages - Jiangsu Province has shown rapid development in the AI industry, with distinct regional characteristics that contribute to a complete AI industry chain, providing valuable application scenarios for technology validation and commercialization [6]. - The province boasts numerous universities and top research institutions, positioning it among the leading regions in core AI technologies nationally and internationally, supported by a strong industrial application foundation and educational resources [6]. Group 5: Future Planning and Evaluation - The Jiangsu AI Standardization Committee will regularly evaluate the Guideline and revise it based on technological advancements and industry needs to ensure its relevance and applicability [7]. - Future plans include deepening the integration of international, national, and provincial AI standard resources and tracking industry trends to enhance the layout of standards in cutting-edge fields [7].

Group 1 - The core viewpoint of the articles is the promotion of the "Artificial Intelligence + Manufacturing" strategy in Guangxi, aiming to enhance the integration of AI into the manufacturing sector for high-end, intelligent, and green development [1][2] - Guangxi will provide financial support for the industrialization of smart products and AI software development, with funding up to 25% of total investment, capped at 5 million yuan for eligible projects, and up to 10 million yuan for leading projects [1] - The focus will be on key industries such as metallurgy, non-ferrous metals, petrochemicals, and sugar, with the aim of creating benchmark application scenarios that have promotional value [2] Group 2 - The policy encourages the construction of high-quality industrial data sets by enterprises, universities, and research institutions, with rewards up to 300,000 yuan based on data type, scale, quality, and openness [2] - There is a push for the establishment of national and regional technology centers and innovation platforms in the AI field, with one-time rewards for recognized national innovation platforms [2] - The initiative includes strengthening talent cultivation in the AI industry and creating a service provider database to facilitate the application of AI technologies in manufacturing scenarios [2]