数字经济领域，又迎来政策支持！ 10月31日消息，国家发改委、国家数据局、财政部等五部门联合发布《深化智慧城市发展推进全域数字 化转型行动计划》。其中提到，加快培育数据要素市场，打造数据产业创新发展高地，推进数据产业与 低空经济、无人驾驶、具身智能等数据密集型产业融合发展。 上述行动计划还提出，打造数字赋能文旅、体育、数字消费等新型数字生活场景，推动人工智能在消费 场景应用。加强人工智能公共服务能力建设，探索集约构建多模融合的城市大模型，打造城市智能体应 用。推进人工智能全学段教育和全社会通识教育，拓展"人工智能+教育""一网通学"等应用场景。 在二级市场上，AI概念股今日逆市走强，智谱AI、AIGC、ChatGPT等方向领涨。个股方面，荣信文 化、福昕软件、三六零、山东出版等多只个股在盘中直线拉升至涨停板。临近午盘时分，福石控股也大 幅拉升至20%涨停。截至午盘，有20多只AI概念股涨停或涨超10%。 五部门重磅发布 据国家发改委网站10月31日消息，为进一步深化智慧城市发展、推进全域数字化转型，充分发挥数据赋 能城市经济社会发展作用，国家发改委、国家数据局、财政部、住房城乡建设部、自然资源部组织制定 了《 ...

数字经济领域，又迎来政策支持！ 10月31日消息，国家发改委、国家数据局、财政部等五部门联合发布《深化智慧城市发展推进全域数字化转型 行动计划》。其中提到，加快培育数据要素市场，打造数据产业创新发展高地，推进数据产业与低空经济、无 人驾驶、具身智能等数据密集型产业融合发展。 上述行动计划还提出，打造数字赋能文旅、体育、数字消费等新型数字生活场景，推动人工智能在消费场景应 用。加强人工智能公共服务能力建设，探索集约构建多模融合的城市大模型，打造城市智能体应用。推进人工 智能全学段教育和全社会通识教育，拓展"人工智能+教育""一网通学"等应用场景。 在二级市场上，AI概念股今日逆市走强，智谱AI、AIGC、ChatGPT等方向领涨。个股方面，荣信文化、福昕 软件、三六零、山东出版等多只个股在盘中直线拉升至涨停板。临近午盘时分，福石控股也大幅拉升至20%涨 停。截至午盘，有20多只AI概念股涨停或涨超10%。 五部门重磅发布 据国家发改委网站10月31日消息，为进一步深化智慧城市发展、推进全域数字化转型，充分发挥数据赋能城市 经济社会发展作用，国家发改委、国家数据局、财政部、住房城乡建设部、自然资源部组织制定了《深 ...

率先实施产业版营商环境改革 "12218"现代化产业体系有了专属助推器 改革三级迭代：从"指标版"到"要素版"再到"产业版" 八年，三个阶段的跨越，广州营商环境改革完成了一场从"对标"到"引领"的深刻转型。 什么是营商环境？ 2018年，改革从"指标版"起步。这时的广州，将世界银行评估体系作为改革的"坐标系"，连续四年推出 1.0至4.0四轮改革。1.0版着力"简政放权"，大刀阔斧精简审批环节；2.0版实施"指标攻坚"，在企业开 办、建筑许可等关键指标上减时间、降成本；3.0版推动"流程再造"，打破部门壁垒重构审批流程；到 4.0版更是下足"绣花功夫"，推动改革走向精细化、系统化。四年间，企业开办时间压缩至半天，工程 建设项目审批实现"零成本"，市场主体感受到了"广州速度"。 一个生动的比喻是：它如同阳光、空气、水和土壤，是企业生根发芽、茁壮成长的必需养分。一座城市 拼经济，说到底，拼的正是营商环境。 那么，广州如何"拼"？拼的是"刀刃向内"的改革决心，拼的是"只有更好"的长期主义。自2018年起，广 州坚持每年一个主题，持续迭代升级营商环境改革，累计推出近千项改革举措。从对标世界银行评价指 标，到聚焦要素保 ...

Core Insights - The Zhangjiang Artificial Intelligence Innovation Town has officially opened, marking a new phase of "ecological aggregation and large-scale implementation" for AI innovation applications in Shanghai [1] - The town aims to gather over 500 AI companies by 2027 and achieve a scale of 100 billion yuan in the AI industry by 2030 [1][2] Group 1: Infrastructure and Support - The town covers an area of 2 square kilometers and will feature over 700,000 square meters of industrial space, supported by 1 million square meters of commercial facilities and 7,000 housing units for talent within a 3-kilometer radius [1] - The rental cost for space can be as low as 1 yuan per square meter per day, and there are provisions for free accommodation for 7 to 14 days for startups [2] - The town has already attracted over 600 AI companies, employing more than 30,000 professionals, with an expected AI industry scale of 114 billion yuan by 2024 [2] Group 2: Financial and Policy Support - A 2 billion yuan fund has been established to support startups in the innovation town, providing a comprehensive package of "policy + space + capital" for early-stage teams [3] - Various subsidies are available, including up to 1 million yuan for AI resources and 2 million yuan for public service platforms for R&D innovation [2][3] - The town will also implement ten demonstration application scenarios to facilitate the last mile of industry implementation [3]

9月16日，张江人工智能创新小镇正式启幕，计划到2027年新集聚人工智能企业500家以上，完成大模型 备案100个，培育全球领军企业3—5家，远期至2030年将新集聚1000家人工智能企业，实现千亿产业规 模，建成具有全球影响力的人工智能创新策源地和产业转化枢纽。 张江人工智能创新小镇位于张江科学城核心区域，规划面积2平方公里，以模力双塔、模力社区、模力 岛等70余万平方米的产业空间为核心，依托张江科学会堂等100万平米配套商业会展设施和周边3公里内 7000套人才安居房源，构建融"研发、生态、应用、生活"于一体的产业生态圈，加速"人、技术、场 景"与人工智能相融共生。 推介会还举行了张江人工智能创新小镇服务中心启用仪式，发布市、区两级十大应用场景需求，举行张 江人工智能创新小镇生态伙伴合作仪式、落地企业合作仪式，标志着上海人工智能应用创新迈入"生态 化集聚、规模化落地"新阶段。 据悉，自在2025世界人工智能大会上发布小镇概念以来，已有40余家企业落地小镇。云天励飞、加速纪 元、隐拓智安等20家企业作为首批入驻张江人工智能创新小镇的企业正式亮相。 作为全国首个人工智能创新应用先导区，浦东人工智能产业已形成全 ...

Core Insights - The article discusses the launch of a series of policies aimed at promoting the development of the "Artificial Intelligence + Robotics" sector in Huangpu District, Guangzhou, with a focus on high-quality industrial growth and innovation [2][6][24]. Policy Initiatives - Huangpu District has introduced four major policy areas with nearly 40 specific measures to support the development of artificial intelligence, embodied intelligence, integrated circuits, and new display technologies, with financial support reaching up to 10 million yuan for qualifying projects [2][10][14]. - The policies aim to activate industrial momentum through innovation and provide substantial financial incentives for companies engaged in AI and robotics [24][20]. Industry Development Focus - The article highlights Huangpu's strategic positioning in the AI sector, emphasizing its complete industrial chain, abundant computing resources, and rich application scenarios [6][16]. - The new policies are designed to foster collaboration between supply and demand sides of the robotics industry, enhancing the integration of AI technologies into various sectors [1][6]. Event Highlights - A significant press conference was held on July 3, where over 300 participants, including media, enterprises, and investors, gathered to discuss the new policies, which were also broadcasted live, attracting over 30,000 viewers [2][4]. - The event marked a novel approach by bringing policy announcements directly to the business community, facilitating immediate engagement and feedback [22]. Financial Support Mechanisms - The policies include various financial support mechanisms such as "computing vouchers," "model vouchers," and "scenario vouchers," with a total of 30 million yuan allocated to assist qualifying AI enterprises [12][23]. - Specific measures include support for R&D expenses, with up to 1% of research costs reimbursed, and direct financial assistance for projects that meet certain criteria [20][24]. Industry Ecosystem Development - Huangpu District is committed to building a robust ecosystem for AI and robotics, focusing on data resource development, infrastructure enhancement, and the establishment of public service platforms [23][13]. - The district aims to create a favorable business environment that encourages innovation and attracts investment, thereby enhancing the overall competitiveness of its industrial sectors [24][22].

Group 1: Event Overview - The 2025 Guangzhou Foreign Investment Salon was held in Guangzhou, focusing on the development of the artificial intelligence industry and facilitating in-depth exchanges among government representatives, foreign and local enterprises [1] - The salon serves as an important platform for foreign enterprises, leveraging the city's "Yiqi Xing" enterprise service mechanism to promote policy alignment and industry collaboration [1] Group 2: Foreign Investment Landscape - Guangzhou has established itself as a preferred location for foreign investment in China, with 5,412 new foreign enterprises set up this year, marking a 9.3% year-on-year increase [2] - The city is home to 50,000 foreign enterprises, which, despite representing only 2% of total enterprises, contribute nearly 20% of the revenue in the regulated service sector, 30% of total import and export value, and 40% of the industrial added value [2] - Actual foreign investment reached 16.6 billion yuan, with high-tech industries accounting for 40.2% and manufacturing foreign investment growing by 11.0% [2] Group 3: Policy Support for Foreign Investment - Guangzhou has implemented various policies to support high-quality foreign investment, including the "20 Measures for High-Quality Development of Foreign Investment" and "12 Measures to Optimize the Foreign Investment Environment" [2] - Eligible foreign enterprises can receive annual rewards of up to 50 million yuan, with a cumulative maximum of 150 million yuan; multinational company headquarters and global R&D centers can receive rewards of up to 13 million yuan and 6 million yuan, respectively [2] - A total of 240 million yuan in foreign investment rewards has been disbursed this year [2] Group 4: AI Industry Development - Guangzhou positions artificial intelligence as a strategic leading industry, aiming to build a modern industrial system characterized by "one core leading and multiple points supporting" [5] - The city has established a comprehensive support policy system at provincial, municipal, and district levels, with financial support for key projects reaching up to 5 million yuan [5] - The city has set up a 20 billion yuan AI industry investment fund and introduced over 10 special policies in fields such as digital economy and robotics [5] Group 5: Industry Ecosystem and Collaboration - Guangzhou's AI industry has developed a complete ecosystem with approximately 1,800 AI enterprises, focusing on key industries such as healthcare, intelligence, and automotive [6] - The salon included a session for private and foreign enterprises to connect, featuring representatives from IBM and discussions on investment experiences and collaboration paths [6] - Baiyun District's robot industry has gained attention, with an annual investment of 400 million yuan to support related industry applications [7]

Group 1 - The core viewpoint of the articles emphasizes the increasing support for the artificial intelligence (AI) industry through the issuance of computing power vouchers and data vouchers by various local governments in China, aimed at reducing costs and promoting innovation [1][2][3] - The Beijing Economic and Technological Development Zone has initiated the application for computing power vouchers starting from August 22, with a deadline of September 12, 2023 [1] - Chengdu's new policy, effective from September 18, 2023, includes an annual issuance of up to 100 million yuan in computing power vouchers to support high-quality computing services [1][2] - Henan Province has announced a total issuance of up to 50 million yuan in computing power vouchers as part of its measures to support the AI industry [1][3] Group 2 - The issuance of computing power and data vouchers is seen as a necessary measure to address key pain points in the AI industry, particularly the high costs associated with computing power, data, and model training [2][3] - The policies aim to lower the barriers for small and medium-sized enterprises (SMEs) to access advanced computing resources and high-quality data, which are essential for training AI models [2][3] - Financial support measures are also being introduced, such as the establishment of a 3 billion yuan AI industry fund in Henan to provide diverse financing services for AI companies [3][4] - The focus on improving the investment and financing ecosystem is highlighted as a critical direction for supporting the AI industry, with innovative models like "computing power equity" and "data equity" being explored [4]

Investment Rating - The report maintains a positive outlook on the computer industry, particularly in the context of AI applications and related technologies [4][5]. Core Insights - Shanghai's Economic and Information Technology Commission has announced measures to expand AI applications, planning to issue a total of RMB 1 billion in vouchers over three years, which includes RMB 600 million in computing power vouchers, RMB 300 million in model vouchers, and RMB 100 million in corpus vouchers. This initiative is expected to create a significant chain reaction, supporting the entire "computing power-model-corpus" ecosystem and accelerating the aggregation of foundation models [4][5][6]. Summary by Sections Computing Power Vouchers - The RMB 600 million computing power voucher offers up to 30% rent subsidy for renting smart computing power, with city-district collaboration achieving up to 100% subsidy for one year. Additionally, it provides up to 10% construction support for self-deployed computing facilities, thereby reducing hardware costs for R&D and application of foundation models [5][6]. Model Vouchers - The RMB 300 million model voucher focuses on vertical applications of foundation models, offering up to RMB 5 million subsidy for third-party model API calls or private deployments [5][6]. Corpus Vouchers - The RMB 100 million corpus voucher provides up to 30% or RMB 5 million procurement subsidy for high-quality corpus, forming a comprehensive support system that accelerates the foundation model ecosystem aggregation [5][6]. Key Technology Innovation - Support for key technology innovation projects in areas such as smart chips, embodied intelligence, and brain-computer interfaces is available, with funding up to 30% of total project investment, capped at RMB 50 million per project. Strategic projects can receive up to 50% support upon municipal government approval [6][7]. Industry Ecosystem Construction - The policy provides comprehensive support in talent, funding, and space, including up to 100% support for innovative enterprises in AI towns. High-level teams can receive tailored funding support, and top enterprise talents may receive personal rewards of up to RMB 300,000 [7].

Group 1 - The article highlights 24 LP dynamics that occurred during the week of July 26 to August 1 [1] - The National Development and Reform Commission is seeking public opinions on guidelines for government investment funds, emphasizing the need to prevent homogeneous competition and the crowding-out effect on social capital [2] - Alibaba has established a new LP fund, with connections to Tsinghua University and Tianjin University, indicating a focus on early-stage projects [3] Group 2 - Blackstone reported a 13% year-on-year increase in assets under management, reaching $1.2 trillion (approximately 8.6 trillion RMB), and distributed $140 million (approximately 1 billion RMB) to shareholders [4] - Wuhan Investment Control Group and Donghu High-tech Zone signed a strategic cooperation agreement to establish a 100 billion RMB humanoid robot mother fund, focusing on core technologies and applications in various industries [7] - KKR announced it raised $28 billion, contributing to a 14% year-on-year growth in assets under management, now totaling $686 billion [8] Group 3 - Shanghai launched a 30 billion RMB artificial intelligence CVC fund to support AI applications and innovation [10] - A 20 billion RMB seed fund was established in Pudong, focusing on early-stage investments in innovative talent and technologies [11] - A 30 billion RMB energy fund was created to invest in integrated energy projects, highlighting the growing interest in renewable energy [12] Group 4 - Jiangsu Yangzhou established a 5 billion RMB aerospace industry fund, focusing on high-end equipment investments [13] - A 2 billion RMB low-altitude economy fund was launched in Hunan, targeting investments in low-altitude economic sectors [14] - Sichuan's digital culture fund, with a scale of 254 million RMB, aims to invest in digital economy sectors [17] Group 5 - A 10 billion RMB county-level fund was set up in Nanchong, focusing on high-end manufacturing and low-altitude economy [18] - Renhe Capital established a new fund focused on programmable logic devices, indicating a trend towards specialized technology investments [19] - The Suzhou high-end equipment industry fund plans to invest in smart manufacturing and low-altitude economy sectors [20] Group 6 - The Shanghai Jing'an District partnered with Kaihui Fund to establish a digital industrial fund, promoting digital transformation in the industrial sector [21][22] - Beijing Chaoyang District's technology innovation fund is set to invest in two sub-funds, focusing on digital economy sectors [23] - Shanghai's three leading industry mother funds are seeking to select third-party fund management institutions to support strategic emerging industries [24]