"2024年，中央企业在战略性新兴产业领域的投资，占总投资比重首次突破40%，营业收入占比接近 30%。"9月17日，国务院国资委主任张玉卓在国新办举行的"高质量完成'十四五'规划"系列主题新闻发 布会上表示，接下来，国务院国资委将指导企业根据自身实际，积极有序布局战略性新兴产业，不断培 育壮大新质生产力，牢牢把握未来发展的主动权。 发展战略性新兴产业是中央企业实现布局结构优化的"必选项"，也是实现高质量发展的"必答题"。 据国务院国资委副主任袁野介绍，"十四五"期间，中央企业聚焦9个战略性新兴产业和6个未来产业，结 合企业资源禀赋，进行系统化布局，逐步积厚成势。"十四五"以来，中央企业在战略性新兴产业领域的 累计投资达到8.6万亿元，比"十三五"时期有了大幅提升，在集成电路、生物技术、新能源汽车等领域 的发展速度明显加快，在人形机器人、超导量子计算等前沿领域也实现了突破，在工业母机、新材料等 领域的托底保障能力不断增强，总体上呈现出一种"梯次拓展、合力并进"的产业发展新格局。 随着战略性新兴产业的加速布局，企业发展模式也受到深刻影响。比如，中央企业"AI+"专项行动的落 地落实，一批通用大模型、行业模型加速 ...

Core Insights - The central enterprises in China have shown significant growth in assets and profits during the "14th Five-Year Plan" period, with total assets increasing from less than 70 trillion yuan to over 90 trillion yuan and total profits rising from 1.9 trillion yuan to 2.6 trillion yuan, reflecting an annual growth rate of 7.3% and 8.3% respectively [2][3] Group 1: High-Quality Development - The quality and efficiency of central enterprises have improved, with the operating income profit margin increasing from 6.2% to 6.7% and labor productivity rising from 594,000 yuan to 817,000 yuan per employee per year [2][3] - Central enterprises have made significant strides in technological innovation, with R&D expenditure exceeding 1 trillion yuan for three consecutive years and the investment intensity increasing from 2.6% to 2.8% [2][3] Group 2: Modern Industrial System - Progress has been made in building a modern industrial system, with a focus on strategic emerging industries such as new-generation information technology, new energy, and high-end equipment, leading to the creation of world-class industrial clusters [3][4] - The central enterprises have implemented over 800 application scenarios under the "AI+" initiative and established 1,854 smart factories, resulting in a reduction of energy consumption and carbon emissions per unit of output by 12.8% and 13.9% respectively [3][4] Group 3: Strategic Emerging Industries - Central enterprises have invested a total of 8.6 trillion yuan in strategic emerging industries during the "14th Five-Year Plan," significantly increasing their investment compared to the "13th Five-Year Plan" [4][5] - The revenue from strategic emerging industries is projected to exceed 11 trillion yuan in 2024, with contributions from new-generation information technology and high-end equipment sectors surpassing 1 trillion yuan each [5]

深刻领会深入实施"人工智能+"行动的重大意义 当前，人工智能技术加速迭代演进，正在对经济发展、社会进步、国际政治经济格局等方面产生重大而 深远的影响。深入实施"人工智能+"行动，推动人工智能与经济社会深度融合，既是我们当前面临的紧 迫任务，更是关乎长远发展的战略命题。 深入实施"人工智能+"行动，是抢抓新一轮科技革命和产业变革机遇的战略选择。习近平总书记强 调："加快发展新一代人工智能是事关我国能否抓住新一轮科技革命和产业变革机遇的战略问题。"历史 发展表明，每一次科技革命都带来生产力的指数级跃升，推动社会形态深刻演进。人工智能作为继蒸汽 机、电力、互联网之后的又一划时代的变革性技术，正以前所未有的速度、广度和深度，驱动经济社会 发展加快迈向智能化新阶段。实施"人工智能+"行动，体现了党中央、国务院对世界科技发展大势的深 刻洞见和前瞻擘画，是赢得全球科技竞争主动权的重要抓手。 深入实施"人工智能+"行动，是培育发展新质生产力的内在要求。习近平总书记强调："科技创新是发展 新质生产力的核心要素。"作为新一轮科技革命的重要驱动力量，当前人工智能的快速发展与我国培育 发展新质生产力、推动高质量发展形成历史性交汇。人 ...

Core Viewpoint - The article emphasizes the importance of implementing the "Artificial Intelligence+" initiative as a strategic move to drive high-quality economic development and facilitate the digital transformation across various industries [3][5]. Group 1: Significance of the "Artificial Intelligence+" Initiative - The initiative is seen as a strategic choice to seize opportunities presented by the new round of technological revolution and industrial transformation, with AI being a key driver for productivity leaps and societal evolution [5][6]. - It aims to enhance the integration of AI with the economy and society, addressing both immediate tasks and long-term strategic goals [5][6]. - The initiative is also positioned as a means to meet the people's needs for a better life by applying AI in critical areas such as healthcare, education, and transportation [6][7]. Group 2: Advantages for Implementing the Initiative - China possesses rich data resources, with a projected data production total of 41.06 zettabytes (ZB) by 2024, accounting for 26.67% of the global total, which supports AI development [10]. - The country has a complete industrial system, being the only nation with all industrial categories recognized by the United Nations, providing robust support for AI technology from research to application [10]. - There is a wide array of application scenarios across key sectors like smart manufacturing and digital finance, which fosters the evolution of AI technologies [11]. - The vast market space, driven by a population of over 1.4 billion and a growing middle class, offers significant opportunities for AI applications [11]. - China has the largest and highest-quality education system globally, ensuring a strong talent pool for AI innovation and application [12]. Group 3: Future Directions and Actions - The initiative is described as a long-term, complex system project requiring coordinated efforts across various sectors to achieve effective implementation [14]. - It aims to foster an innovative smart economy by promoting AI-driven research and development, as well as the transformation of traditional industries [14][15]. - The focus will also be on creating a more inclusive smart society by lowering barriers to AI technology in essential services like healthcare and education [14]. - Strengthening the support for AI development through improved data management, infrastructure, and talent cultivation is highlighted as crucial for success [15][16].

经济观察网广西壮族自治区工业和信息化厅、自治区财政厅印发《广西支持"人工智能+制造"若干政策 措施》。文件提出，支持人工智能软件开发。重点支持工业领域计算机视觉、智能语音处理、虚拟现 实/增强现实等人工智能软件开发，支持工业大模型驱动的智能平台、行业模型、行业智能体等开发， 对符合条件的项目，给予不超过总投入的25%、最高500万元的资金补助。 ...

Core Viewpoint - Kingsoft Cloud's stock rose over 6%, leading to a 5.3% pre-market increase for Kingsoft Cloud (KC.US) ahead of its earnings report scheduled for August 20, 2025 [1] Financial Performance Expectations - Analysts expect Kingsoft Cloud to achieve revenue of 2.214 billion yuan in Q2 2025, representing a year-on-year increase of 17.05% [1] - The anticipated earnings per share (EPS) is projected at -1.138 yuan, indicating a year-on-year narrowing of losses by 24.11% [1] Product and Innovation Highlights - Recently, Kingsoft Cloud showcased six major solutions at the 2025 World Artificial Intelligence Conference (WAIC), including Star Stream Platform, Intelligent Computing Cloud, Embodied Intelligence, Government AI Integrated Machine, and Industry Models, highlighting its AI innovation technologies and industry application practices [1]

金山云(KC.US)盘前涨7.16%，报14.66美元；H股今日收涨超5.5%，报7.81港元。 消息面上，近日，金山云携星流平台、 智算云、具身智能、政务AI一体机、行业模型等六大解决方案 亮相2025世界人工智能大会(WAIC)，全面展现AI创新技术及行业落地实践。 另外，里昂此前发布研报指，相信潜在的英伟达B30及H20芯片交付将可缓解芯片短缺问题，带来利润 率上行空间，予金山云"跑赢大市"评级，目标价为17美元。(格隆汇) ...

近期2025世界人工智能大会(WAIC)火热开展，进一步推动AI概念股行情向好。今日，金山云(3896.HK) 盘初拉升涨超7%，报7.94港元，暂成交5.4亿港元。近期金山云频频走高，7月15日盘中曾上涨近12%。 金山云此次在WAIC亮相了星流平台、智算云、具身智能、政务AI一体机、行业模型等六大AI重磅成 果，其AI创新技术及行业落地实力受到瞩目。摩根大通不久前曾发布研报看好金山云AI增长前景，并 上调其目标价至10港元。 本文源自：金融界AI电报 ...

7月28日，金山云港股早盘拉升7%，现报7.92港元，成交额4.79亿港元。近一个月以来，金山云上涨超 过23%。 此外，据了解，金山云近期相继接入文心4.5系列开源模型、Kimi-K2系列模型，加上此前接入的Xiaomi MiMo系列模型、Qwen3系列模型、DeepSeek-R1/V3等，已经广泛覆盖头部AI大模型公司。 消息面上，近日2025世界人工智能大会(WAIC)开幕，金山云携星流平台、智算云、具身智能、政务AI 一体机、行业模型等六大解决方案亮相，全面展现在AI领域的创新技术实力。 ...