原标题：乘势而上，巩固回升向好态势（人民时评） 近日，国家统计局公布中国经济半年报。在复杂严峻的外部环境下，一季度实现良好开局，二季度延续 恢复态势，上半年国内生产总值（GDP）同比增长5.5%。我国经济运行持续回升向好，展现出巨大的 发展韧性，充分表明我们国家具有开顶风船、走上坡路的能力。 读懂中国经济，既要关注增速，也要分析结构、质量。从增速看，上半年的经济增速，快于去年全年的 3%，也快于一季度的4.5%，回升态势明显。从结构看，上半年，服务业增加值占GDP的比重达到 56%，最终消费支出对经济增长的贡献率达77.2%，高技术产业投资增速明显快于全部投资增速，产 业、消费、投资结构在持续优化。从质量看，高技术行业增势良好，新产业成长壮大，新业态持续活 跃，绿色转型和经济增长的协同发展成效不断显现。综合看，环比增速连续4个季度增长，市场活力不 断释放，这都表明中国经济"稳"的基础不断加固，"进"的动能加速集聚，高质量发展持续推进。 读懂中国经济，也要放在全球视野里观察。今年一季度，美国、欧元区、日本GDP同比增速都在2%以 下，即便考虑到二季度情况，上半年中国经济增速仍然是主要经济体中较快的。在世界经济增 ...

(活力中国调研行)完善产业生态圈 合肥新能源汽车跑出"加速度" 在位于合肥的蔚来汽车工厂，同样有自动化、智能化生产的创新成果。这里有全球首创的"魔方"车辆存 取平台，犹如超大型"抓娃娃机"，可实现批量化预存储车身、按需抓取车身进入后续个性化定制环节。 一个个车身被轻松快速抓取，仿佛智能机器人在"抓公仔娃娃"，又准又稳又快。 7月1日，位于安徽省合肥市的蔚来第二先进制造基地，机器人在造车流水线工作。中新社记者 储玮玮 摄 蔚来汽车创始人、董事长兼CEO李斌向记者介绍了企业智能汽车核心技术的"新三大件"：智驾芯片、全 域操作系统和智能底盘上的创新突破。在他看来，这些成果既得益于企业持续加强核心研发投入，更离 不开区域内高效的产学研用一体化融合。 江淮和蔚来在生产技术领域的不断创新，是合肥新能源汽车产业实力整体跃升的缩影。据官方数据， 2024年合肥全市整车产量191.16万辆，其中新能源汽车产量137.6万辆，同比增长84.4%。 如今，合肥已成为中国新能源汽车产业规模总量最大、知名品牌最多、发展活力最强、供应链最完整的 区域之一，已先后培育国轩高科、巨一科技、常青机械、汇通控股等500多家核心零部件企业。 这一 ...

Group 1 - German companies are preparing to submit competitive applications to the EU for the establishment of artificial intelligence super factories [1]

据环球网援引俄罗斯《消息报》报道，科技巨头埃隆·马斯克的父亲埃罗尔·马斯克高调现身莫斯科"2050 未来论坛"，其行动轨迹与俄方近期释放的信号形成微妙呼应。这位掌控全球12%稀土贸易的南非矿业大 亨，此次行程引发国际社会对SpaceX与俄罗斯关系的重新审视。 马斯克资料图 埃罗尔此次出山正值星链计划遭遇多重危机。2025年6月，太阳活动高峰期导致近地轨道大气密度显著增 加，已有超过580颗星链卫星因轨道衰减坠入大气层，仅最近一周就有40余颗卫星"集体失联"。这种自然 威胁被SpaceX的激进部署放大——截至2025年6月，星链在轨卫星达7300颗，占全球低轨航天器的61%， 高密度星座在太阳活动峰年的连锁反应超出预期。 技术层面，星链卫星搭载的离子推进器推力有限，难以应对长期轨道维持需求。2024年发射的"星链 V1.5"卫星工程师透露，原本设计5年寿命的卫星，在强磁暴期间轨道衰减速度加快40%，有些卫星甚至 撑不到3年。这种"以量取胜"的策略在太空环境突变时难以为继，2024年星链卫星损失率高达7%，远超 行业3%的安全阈值。 埃罗尔·马斯克此行的公开身份是论坛特邀嘉宾，但他的另外两个身份更值得关注：美俄科 ...

Core Viewpoint - Schneider Electric plans to establish 13 artificial intelligence factories and 5 super factories in Europe [1] Group 1 - The initiative aims to enhance the company's capabilities in AI technology [1] - The investment reflects a strategic move to strengthen Schneider Electric's position in the European market [1] - The establishment of these factories is expected to create numerous job opportunities in the region [1]

当前正是编制"十五五"规划的关键时期，恰逢《上海市发展规划条例》即将实施，上海应高质量高水平 谋划好"十五五"规划，推动上海加快建设更高水平的"五个中心"和社会主义现代化国际大都市。 习近平总书记在对"十五五"规划编制工作作出重要指示中强调，科学制定和接续实施五年规划，是我们 党治国理政一条重要经验，也是中国特色社会主义一个重要政治优势。回顾新中国成立以来，特别是浦 东开发开放以来，上海经济社会发展和城市建设发生了翻天覆地的变化，原因当然众多，其中一个关键 的战略性优势，就是上海一直接续实施中长期发展规划，坚持"一张蓝图绘到底"，一程接着一程砥砺前 行。 坚持国之大者是上海接续实施发展规划的初心使命 习近平总书记在上海工作期间提出"四个放在"——"我们必须把上海未来发展放在中央对上海发展的战 略定位上，放在经济全球化的大趋势下，放在全国发展的大格局中，放在国家对长江三角洲区域发展的 总体部署中来思考和谋划"。 新中国成立以来，上海已经制定和实施了14个五年规划（计划），大体分为两个阶段，第一阶段为改革 开放前，包括"一五"到"五五"计划；第二阶段为改革开放后，从"六五"计划到"十四五"规划。作为国家 战略的重 ...

其三，拿出更多务实管用举措稳存量、扩增量，让外资从"被吸引"到"深扎根"。 当下，生物医药、人工智能等前沿领域已经是外资企业布局重点。例如，阿斯利康吸入气雾剂生产供应 基地等项目纷纷迎来新进展，特斯拉上海储能超级工厂投产后仅一个多月就实现出口澳大利亚，可见外 资在华投资持续提质升级，印证了中国产业链升级与外企技术优势的深度耦合，中国正加速从"世界工 厂"向全球创新链"关键节点"跃升。 笔者建议，各地可把握这一趋势，着力培育"外资研发+本土链主"创新联合体。在生物医药、新能源等 重点领域，可以支持外资企业与本土龙头企业共建联合实验室，优化研发人员跨境流动便利化措施；建 立知识产权联合保护机制，加速创新成果产业化进程；对联合攻关项目给予定向研发补贴，促进创新要 素高效流动。 其二，依托标志性展会、重点活动、重点平台等，引入更多高质量外资项目。 今年以来，一系列展会活动火热举办，显示出超大规模市场的蓬勃生机，也向外国投资者更好地展示了 中国的投资环境、市场发展机遇。例如，2025上海车展吸引了26个国家和地区近千家企业参展，规模创 下历届之最；中国制冷展等展会规模同样刷新纪录。笔者认为，各地可以根据当地特色打造国际 ...

完善热带特色高效农业品牌体系。积极打造海南水产种苗、石斑鱼、"海南鲷"等区域公用品牌。持 续开展"海南鲜品"和市县农产品区域公用品牌发布及应用。强化"文昌鸡"地理标志专用标志使用管理， 推动文昌鸡全产业链发展。推动完成15个以上南药(黎药)道地药材标准认定，实施"海南十大南药"品牌 建设工程。 壮大先进制造业品牌。围绕数字经济、航空航天、生物医药、石化新材料、海洋装备制造等具备特 色和优势的产业，培育一批国际知名、全国一流的高价值品牌。加快构建与海南特色和优势的现代化产 业体系相适应的制造业品牌体系。打造"海南商发""海南卫星超级工厂"等特色商业航天品牌。 做强做优旅游服务品牌。持续擦亮"阳光海南 度假天堂"旅游目的地形象品牌，丰富海南岛欢乐节 品牌核心内涵，探索打造"清凉海岛"旅游新名片。高水平举办环海南岛国际大帆船赛、环海南岛国际公 路自行车赛等彰显海南特色和优势的体育赛事。积极推进"演艺海南"品牌建设，重点支持海口打造"国 际演艺之都"。支持文昌打造"航天旅游之都"。 我省出台促进品牌建设高质量发展三年行动方案 培育一批海南名品、中国精品、世界臻品 海南日报讯(海南日报全媒体记者 王洪旭 通讯员 许瑞恒 ...

Core Insights - The latest "Global CIO Report" by Lenovo and IDC indicates that global enterprise AI spending is expected to grow by 200% by 2025, highlighting a surge in AI application demand and market expansion [1] - Despite 92% of enterprises planning to increase AI investments over the next three years, only 1% believe they have achieved "mature deployment," with data privacy concerns and lack of scalable implementation capabilities being significant barriers [1] Group 1 - The challenge of scalable implementation is a core issue hindering AI application deployment, with traditional AI projects often taking months to implement, leading to a mismatch between technical investment and business needs [1] - Lenovo has introduced two innovative delivery models: Super Factory and AI as a Service (AaaS), aimed at addressing diverse industry needs and accelerating the application of intelligent agents [1][2] Group 2 - The Super Factory leverages hybrid AI advantages to provide standardized modules for rapid delivery, allowing clients to experience and customize intelligent agents online, significantly reducing deployment time by 80% compared to traditional AI projects [2] - AI as a Service encapsulates intelligent agents as a subscription-based service, enabling businesses to access AI functionalities without the need for complex system construction, thus promoting a lightweight and dynamic approach [2] - Lenovo has been leading the transformation of IT services towards AI services in China, with notable projects including the establishment of urban super intelligent agents and partnerships in the cultural tourism sector [2]

Group 1: Economic Recovery and Policy Measures - The Central Political Bureau meeting emphasized a "Four Stabilization" policy framework to consolidate economic recovery, balancing short-term relief and long-term transformation [1] - In Q1, GDP grew by 5.4% year-on-year, and industrial value-added increased by 6.5%, but structural issues like insufficient demand and risk remain [1] - Policies targeting employment and consumption are prioritized, with measures to increase income for low- and middle-income groups and promote service consumption [1] Group 2: Employment and Consumption Initiatives - The youth unemployment rate stands at 14.9%, prompting initiatives like service consumption vouchers in cities like Beijing and Shanghai, which have shown early success [1] - Suzhou's issuance of elderly care consumption vouchers led to the creation of 120,000 new elderly care jobs and an 18% quarter-on-quarter growth in the elderly consumption market by Q4 2024 [1] Group 3: Trade and Innovation Support - To address challenges in foreign trade and technology, policies include a 13% increase in export tax rebates and a 200 billion yuan foreign trade transformation fund, potentially reducing costs for affected companies by 8-12% [2] - The establishment of a "Technology Board" bond market has resulted in a 37% increase in technology projects in AI and quantum computing [2] Group 4: Market Efficiency and Real Estate - A focus on creating a unified national market led to the clearance of 32,000 hidden barriers, improving complaint handling efficiency for private enterprises by 40% [3] - The inventory of new homes in 100 cities is expected to decrease by 11% year-on-year by January 2025, with a 25% increase in market transactions due to relaxed purchase restrictions in first-tier cities [3] Group 5: Monetary Policy and Risk Management - The meeting signaled potential interest rate cuts, with an expected liquidity release of 1.5 trillion yuan for the year [4] - Actual foreign investment usage grew by 4.3% year-on-year in Q1, with high-tech industries accounting for 38% of total foreign investment [4] Group 6: Global Economic Contribution and Resilience - Despite challenges like the US Federal Reserve's interest rate hikes, China's contribution to global economic growth remains around 30%, projected to reach 32% by 2025 [6] - The market size of the low-altitude economy reached 505.95 billion yuan in 2023, with expectations to exceed 3.5 trillion yuan by 2035 [6] Group 7: Expert Recommendations - Experts suggest a "chain-long system" strategy in the new energy vehicle sector to create ten trillion-level industrial clusters, potentially generating 5 million jobs [5] - A proposed "three pillars of consumption" model could release 1.8 trillion yuan in consumption potential by 2025 if household leverage increases by 2 percentage points [5]