（文章来源：每日经济新闻） 每经AI快讯，据"网信上海"公众号消息，截至8月25日，上海市新增1款已完成备案的生成式人工智能服 务，累计已完成83款生成式人工智能服务备案。 ...

Group 1 - The 2025 World Artificial Intelligence Conference (WAIC) will showcase over 3,000 cutting-edge exhibits, including more than 100 global and Chinese debuts, marking the largest scale in history [1] - As of March, there are 346 generative AI services registered with the National Internet Information Office, indicating a significant increase in China's influence in the AI sector [1] - The AI industry in China is projected to exceed 700 billion yuan in 2024, maintaining a growth rate of over 20% for several consecutive years [1] Group 2 - Dongwu Securities highlights that AI applications are entering a rapid growth phase, driven by mature prerequisites such as advanced information technology and significantly reduced costs for large model access [1] - Industrial catalysts are emerging, with the release of several leading large models expected to solidify the foundation for AI application development, particularly in gaming, film, and edge AI scenarios [1] Group 3 - The Huabao (589520) ETF, focused on the domestic AI industry chain, has seen a price increase of 0.56% as of July 23, with key stocks like Yookede and Aerospace Hongtu rising over 3% [2] - The Huabao ETF is characterized by three main features: integration of end and cloud solutions, innovation-driven growth, and impressive long-term returns, having risen 90.90% since September 24, significantly outperforming other indices [4]

Core Insights - China leads the global internet landscape with 1.123 billion internet users and a penetration rate of 79.7%, significantly surpassing the global average [1][2] - The rapid development of information infrastructure, including 4.55 million 5G base stations, supports China's internet leadership [2][4] - The growth of generative AI services, with 346 services registered, indicates a robust integration of AI into daily life and various industries [4][5] Internet Penetration and Infrastructure - As of June 2023, China has 1.123 billion internet users, accounting for nearly one-fifth of the global total, with a penetration rate of 79.7% [2] - The total number of domain names in China reached 32.62 million, with 20.85 million being the national top-level domain "CN" [2] - Rural internet users reached 322 million, with a penetration rate of 69.2%, reflecting significant progress in bridging the urban-rural digital divide [2][3] AI Innovation and Application - The generative AI sector in China is projected to exceed 700 billion yuan by 2024, maintaining a growth rate of over 20% annually [5] - As of March 2023, 80.9% of users utilized generative AI products for answering questions, showcasing widespread adoption [4][5] - China holds 60% of global AI patents, indicating a strong position in the global AI landscape [5] Cultural and Economic Impact - The overseas market for online literature is expected to exceed 5 billion yuan in 2024, with over 350 million overseas users [6] - The integration of online video and tourism is creating new opportunities for cultural exchange and economic growth [6] - The development of China's digital entertainment sector is contributing to a global cultural influence, enhancing the country's soft power [6][7]

Domestic Market Overview - The domestic market experienced a strong upward trend with both volume and price increasing, as the Shanghai Composite Index closed at 3559.79 points, up 0.72%, and the Shenzhen Component Index closed at 11007.49 points, up 0.86% [1][9] - Among the 30 first-level industries, 27 saw an increase, with construction materials, construction, and steel leading the gains, while only banking, comprehensive finance, and computers experienced slight declines [1][9] - The total trading volume in the A-share market reached 172.71 billion yuan, showing an increase compared to the previous day [1][9] Overseas Market Overview - The three major U.S. stock indices closed mixed, with the Dow Jones down 0.04%, the S&P 500 up 0.14%, and the Nasdaq up 0.38% [2] - The Chinese concept stocks showed mixed performance, with Huya rising over 16% [2] Key News Highlights - The Ministry of Commerce reported that the national online retail sales increased by 8.5% from January to June [3][14] - The China Internet Network Information Center (CNNIC) released its 56th statistical report, indicating that as of June, the number of internet users in China reached 1.123 billion, with an internet penetration rate of 79.7% [3][15] - The State Council published the "Housing Rental Regulations," effective from September 15, 2025, aimed at regulating housing rental activities and promoting high-quality development in the rental market [3][11][12] Market Drivers - The National Energy Administration reported that the total electricity consumption in June was 867 billion kWh, a year-on-year increase of 5.4%, with a cumulative electricity consumption of 4841.8 billion kWh from January to June, up 3.7% [10][19] - On the same day, 4005 stocks in the A-share market rose, with 382 stocks increasing by over 5%, indicating a strong market sentiment [10]

Group 1 - Digua Robotics announced collaboration with five Tier 1 automotive industry companies to develop robot controllers based on the RDK S100 series intelligent computing platform, aiming to provide mature and reliable integrated solutions for clients [1] - Fourier is set to launch its third humanoid robot, GR-3, which will be unveiled at the World Artificial Intelligence Conference (WAIC) this year, with the official release following shortly after [1] - As of March, 346 generative AI services have been registered with the National Internet Information Office in China, with DeepSeek achieving over 30 million daily active users globally within 20 days of launch, becoming the fastest-growing generative AI application worldwide [1] - Volcano Engine is in the closed testing phase of its new digital human platform named "Chimera," which is expected to enter public testing by the end of the month, currently operating on an invitation-only basis without service charges [1]

《报告》显示，2025年上半年，生成式人工智能产品实现了从技术到应用的全方位进步，产品数量迅猛增长，应用场景持 续扩大。 7月21日，中国互联网络信息中心（CNNIC）在京发布第56次《中国互联网络发展状况统计报告》（以下简称《报 告》）。《报告》显示，2024年我国人工智能产业规模突破7000亿元，连续多年保持20%以上的增长率。 如需咨询 商务合作、 宣传推广、 转载开白等事宜，请联系：18355423366 (微信同号)对接。 END 75家机器人上市公司2024年报亮点 机器人行业上市公司2024年报出炉！谁领风骚看榜单 55家机器人上市公司2023年报看点：喜忧参半，洗牌加剧 孙立宁院士: 微纳感知赋能具身智能机器人创新发展 浙江大学熊蓉教授: 人形机器人具身智能发展挑战与进展 董凯处长：机器人具身 智能发展趋势研判 打响机器人概念股退市第一枪的为什么是它？ 仿生机器人技术新突破：向松鼠学习跨越 复杂地形的智慧 从"破格上市"到市值翻三倍，越疆科技领跑港股机器人赛道 人形机器人量产爆发：价格战火爆来袭，科技革命下的产业重构与社会想象 看点：机器人概念上市公司2024上半年业绩普遍承压，机器人与AI打 ...

Group 1 - Guangdong has added 6 newly registered generative artificial intelligence services [1]

Group 1 - The Ministry of Finance issued a notice to guide insurance funds for long-term stable investment and to strengthen long-cycle assessments of state-owned commercial insurance companies. The assessment method for "return on net assets" has been adjusted to include annual, 3-year, and 5-year indicators with respective weights of 30%, 50%, and 20% [1][5][16] - The Ministry of Industry and Information Technology (MIIT) is promoting digital transformation in manufacturing and small and medium-sized enterprises (SMEs) through pilot programs and guidelines, aiming to enhance the digital capabilities of key industries [2][3] - The State-owned Assets Supervision and Administration Commission (SASAC) emphasized the need for state-owned enterprises to focus on strategic emerging industries and enhance their role in technological innovation and industrial control [3] Group 2 - The Ministry of Finance allocated 197 million yuan to support agricultural disaster recovery in seven provinces affected by floods and typhoons, focusing on crop replanting and infrastructure repair [4] - The National Development and Reform Commission and the National Energy Administration announced plans to increase the green power consumption ratio for steel, cement, polysilicon industries, and new data centers by 2025 [2] - The Shanghai Stock Exchange released guidelines for the "Science and Technology Innovation Growth Layer," allowing 32 unprofitable companies to enter this new tier without additional listing thresholds [5] Group 3 - The China Securities Regulatory Commission (CSRC) has initiated investigations into companies suspected of financial misconduct, including Yuandao Communication for false financial reporting and Jiaoda Anlian for information disclosure violations [7][32] - The National Energy Administration reported that the new energy capacity connected to the grid exceeded 203 million kilowatts in the first half of the year, marking a 108.7% year-on-year increase [20] - The automotive industry in China is experiencing stability compared to other countries, with a noted decline of only 12% in the passenger car market from 2018 to 2020, indicating strong macroeconomic support [21]

Core Insights - As of June 30, 2025, a total of 439 generative artificial intelligence services have completed registration with the National Internet Information Office [1] - From April to June, 93 new generative AI services were registered, with 74 additional applications or functions registered through local internet offices [1] - A total of 233 generative AI applications or functions have completed registration [1]

Core Viewpoint - The Shanghai Cyberspace Administration has initiated penalties against several generative artificial intelligence service websites for failing to comply with legal safety assessment requirements and for not implementing necessary safety measures to prevent the generation of illegal content [1] Group 1: Regulatory Actions - The Shanghai Cyberspace Administration discovered that certain websites providing generative AI services did not conduct safety assessments as mandated by law [1] - These websites failed to take necessary precautions to prevent the generation of illegal content, including violations of personal information rights and the production of illicit materials such as money laundering content and pornographic images [1] - Companies are urged to take down related functionalities and may only resume operations after passing safety evaluations [1] Group 2: Future Enforcement Focus - The Shanghai Cyberspace Administration will continue to combat the misuse of AI, particularly focusing on issues related to "AI disguise," "AI face-swapping and voice-changing," and "AI forgery" [1] - There will be a concentrated effort to address algorithmic services that infringe on personal information rights, with strict penalties for repeat offenders and those with serious issues [1]