新华财经呼和浩特7月12日电 7月12日，以"共筑绿色算力大生态共创人工智能新未来"为主题的2025绿 色算力（人工智能）大会在内蒙古呼和浩特举行。联想集团高级副总裁、中国方案服务业务群总经理戴 炜在主旨演讲中指出，今年是人工智能应用元年，智能体作为大模型的原生应用，有望从探索走向规模 化落地。在深入推进城市全域数字化转型的过程中，通过构建城市超级智能体，将实现真正的"人智共 创"，推动智慧城市进入4.0时代。 （文章来源：新华财经） 今年以来，以DeepSeek为代表的一系列大模型产品迅速出圈、火爆全球，通过算法创新和工程优化， 大幅降低了AI模型的训练与推理成本。戴炜认为，这种"高性能+低成本"的组合加速了人工智能技术的 普及，进而驱动算力需求大幅增长。"同时，算力需求呈现出的另一个趋势是用于模型推理的算力占比 明显超过预训练的算力占比，这意味着大模型的应用在显著上升。"戴炜说。 据了解，2025绿色算力（人工智能）大会由呼和浩特市人民政府主办，中国信息通信研究院、内蒙古和 林格尔新区管理委员会、呼和浩特市大数据管理局承办，包括开幕式暨主旨演讲、1场主题活动、9场专 题会议。（完） 业内人士普遍认为，智能 ...

Core Insights - The emergence of AI agents with autonomous planning and task closure capabilities is reshaping the technology landscape, attracting major global tech companies to compete in this space [1][6] - The year 2025 is anticipated to be the "year of industrialization for AI agents," as these technologies transition from experimental phases to practical applications across various industries [3][12] Group 1: Industry Development - AI agents are defined as AI applications built on large models, characterized by autonomy, interactivity, responsiveness, and adaptability, enabling them to perceive environmental changes and make decisions [2][4] - Major tech companies, including Microsoft, Google, Alibaba, Tencent, and Baidu, are investing in AI agent development platforms to facilitate the creation of various agents [3][4] - The market for AI agents is projected to grow significantly, with estimates indicating an increase from $5.1 billion in 2024 to $47.1 billion by 2030, reflecting a compound annual growth rate of 44.8% [7] Group 2: Technological Advancements - The development of AI agents is supported by advancements in large model generation, coding capabilities, image and video processing, and 3D modeling, providing a solid foundation for their application [4][11] - AI agents complement large models by enabling practical execution of tasks, thus enhancing the overall functionality of AI systems [4][5] - The integration of AI agents into enterprise operations is expected to address challenges such as fragmented AI applications and low return on investment [5] Group 3: Market Challenges - Many AI agents are still in the "semi-finished" stage, struggling to achieve a complete task closure, which hinders their practical application [8][9] - The need for a unified communication framework and task allocation rules among multiple AI agents is critical for effective collaboration and maximizing their potential [9][10] - The current landscape shows a high product turnover rate for AI agents, primarily due to their inability to fully meet user needs and complete complex tasks [8][9] Group 4: Strategic Initiatives - Companies are adopting a combination of ecosystem, technology, and policy strategies to overcome challenges in the AI agent market [10][11] - Collaborations, such as that between Alibaba and Manus, exemplify how integrating specialized capabilities into existing ecosystems can enhance user retention and reduce development costs [10] - The establishment of industry standards and supportive policies is expected to accelerate the development and application of AI agents [11]

Core Insights - Lenovo has been recognized as one of the "Best Managed Companies" in China for the second consecutive year due to its forward-looking layout in the AI field, leading practical applications, and excellent operations [1][4] - The BMC program, initiated by Deloitte, has been active for 32 years and evaluates companies based on their leadership in niche markets, strategic foresight, and advanced core product technologies [2] - Lenovo's AI initiatives have not only driven sustainable growth for its own business but have also assisted over a million Chinese enterprises in their digital transformation [2] AI Development and Innovations - Lenovo has launched several super intelligent agents, including the Tianxi personal super intelligent agent and the Lenovo Lexiang enterprise super intelligent agent, which focus on enhancing human-machine interaction [2] - The Lenovo Lexiang super intelligent agent has shown significant performance improvements, with a 270% increase in weekly active customers and a 30% increase in order conversion rates since its launch [3] - Lenovo is collaborating with cities like Wuyishan, Yichang, and Hongkou to implement a hybrid governance model that combines silicon-based intelligence with human wisdom, advancing smart city initiatives [3] Long-term AI Strategy - Lenovo's leadership in the AI sector is the result of an eight-year commitment to building a robust AI foundation, starting with the vision of "Lenovo Smart China" in 2017 [5] - The company has evolved its smart IT engine from version 1.0 to 4.0, focusing on AI-driven products, solutions, and services for both personal and enterprise intelligence [5] - Lenovo stands out as one of the few providers in China that offers dual-track international and domestic technology in AI infrastructure, with significant competitive advantages in heterogeneous computing management, liquid cooling, and services [5] Future Outlook - The AI industry in China is transitioning from rapid development to a growth phase, with Lenovo embarking on a new decade focused on accelerating the intelligent transformation of China through hybrid AI solutions [7]

[Table_Main] 行业研究|信息技术|半导体与半导体生产设备 证券研究报告 半导体与半导体生产设 2025 年 07 月 07 日 [Table_Title] 三星即将进入 1c 量产阶段，国产 GPU 公司沐曦集 成准备科创板上市 ——行业周报 [Table_Summary] 报告要点： 本周（2025.6.30-2025.7.6）市场回顾 1）海外 AI 芯片指数本周上涨 1.3%，本周海外芯片指数涨幅相对较 小，MPS 涨幅约 3%，台积电和博通涨幅超过 2%，英伟达上涨 1%。 Marvell 和 AMD 股价出现下滑。2）国内 AI 芯片指数本周下跌 2.8%。 本周国内 A 股芯片指数大部分成分股股价均出现下滑，寒武纪和恒玄 科技跌幅超过 6%，兆易创新接近 6%，仅有澜起科技出现小幅上涨， 涨幅 1.8%。3）英伟达映射指数本周上涨 9.3%，景旺电子涨幅超过 20%，工业富联、胜宏科技和沪电股份涨幅超过 10%，而长芯博创、 兆龙互连、麦格米特、英维克和太辰光出现小幅下滑。4）服务器 ODM 指数本周下跌 0.7%，成分股表现分化较大，鸿海精密、Wiwynn 和技 嘉下滑约 2%，Qu ...

Group 1 - Lenovo has been recognized as one of the "Best Managed Companies" in China for the second consecutive year at the BMC awards ceremony [1] - Since 2017, Lenovo has strategically focused on artificial intelligence (AI), driving its transformation and creating a comprehensive AI product, solution, and service ecosystem [1][3] - Lenovo has supported the intelligent transformation of over one million Chinese enterprises, positioning itself as a leader in the AI era [1] Group 2 - The year 2025 is anticipated to be the "Year of Super Intelligent Agents," with Lenovo launching several innovative super intelligent agents, including Tianxi and Lenovo Lexiang [2] - Lenovo Lexiang has seen a 270% increase in weekly active customers and a 30% increase in order conversion rates since its launch on May 7 [2] - The introduction of Lenovo's first "Silicon-based Employee," Lexiang No. 1, has led to a 69% increase in foot traffic in flagship stores [2] Group 3 - Lenovo has spent eight years building a solid AI foundation, evolving its intelligent IT engine "Qingtian" from version 1.0 to 4.0 [3][4] - The company has developed a full-stack AI product and service offering, including AI terminals, infrastructure, and solutions tailored for personal and enterprise use [4] - Lenovo has established a comprehensive layout in AI infrastructure, being one of the few providers with both international and domestic technology capabilities [4] Group 4 - The strategy for AI solutions and services is based on "One Engine and Three Arrows," with "One Engine" referring to the intelligent IT engine "Qingtian" and "Three Arrows" targeting government enterprises, SMEs, and consumer markets [4] - The AI industry in China is transitioning from rapid growth to a phase of takeoff, with Lenovo aiming to accelerate the intelligent transformation of various industries [4]

Core Viewpoint - Meta is restructuring its AI department and recruiting top talent to develop superintelligent technology that meets or exceeds human-level capabilities, with Daniel Gross joining the newly established AI superintelligence lab [1][2]. Group 1 - Daniel Gross, former CEO and co-founder of Safe Superintelligence, will join Meta's new AI superintelligence lab to develop AI products [1]. - Meta's CEO Mark Zuckerberg is actively involved in recruiting top industry experts to compete with rivals like OpenAI and Alphabet's Google [1]. - Gross's departure from Safe Superintelligence was announced by Ilia Sutskever, the former chief scientist of OpenAI, who will take over as CEO of SSI [1][2]. Group 2 - Prior to co-founding SSI, Gross worked with former GitHub CEO Nat Friedman on tech investments, and both have been hired by Meta to lead the superintelligence lab [2]. - Gross co-founded the search engine startup Cue, which was acquired by Apple in 2013, and he assisted in leading AI and search projects at Apple from 2013 to 2017 [2]. - Reports indicate that Meta proposed acquiring a stake in the venture capital firm NFDG, co-founded by Friedman and Gross [2].

Group 1 - The 2025 Global Digital Economy Conference opened in Beijing, focusing on artificial intelligence and digital security with 46 specialized forums [1] - The "Human-Centric AI Development and Governance Initiative" welcomed new members including Baidu and MiniMax, covering key areas such as large models, embodied intelligence, smart elderly care, and AI healthcare [1][2] - There is growing societal anxiety regarding the risks and challenges posed by artificial intelligence, leading to the establishment of the "Human-Centric AI Initiative" to promote a development ecosystem that prioritizes human welfare and ethical AI [1] Group 2 - The initiative was jointly launched by Caixin Think Tank, ESG30, the United Nations Industrial Development Organization, Shanghai Jiao Tong University AI Research Institute, Lenovo Group, and Tencent Research Institute in November 2024, now gathering nearly 50 enterprises and institutions [2] - Lenovo is developing urban super-intelligent systems applied in cities like Yichang and Wuyishan, and has collaborated with Tsinghua University on AI eye-tracking technology to assist users with ALS in controlling devices through gaze [2]

央视网消息：为期4天的2025全球数字经济大会7月2日在北京开幕。围绕人工智能融合应用、数字安全、数据要素重要领域以及数 字医疗等新兴赛道，将举办50多场论坛和特色活动，"北京数字经济体验周"同步启动。全球数字经济大会，已成为推动数字经济产 业国际合作，助力全球数字经济共创、共享、共生的重要平台。 "天枢"神经系统疾病AI大模型、天工超级智能体……大量新技术、新产品现场"首发首秀"，彰显中国数字技术发展再提速。 信息领域部分核心技术创新突破，人工智能、云计算、大数据、区块链、量子信息等新兴技术跻身全球第一梯队。2024年，全球新 公开生成式人工智能专利4.5万件，中国占比达61.5%。 构建新平台 成立全球数字经济城市联盟 大量数字新技术新产品"首发首秀" 北京携手来自欧洲、北美、亚太、中东及拉美等地区的40余个伙伴城市，成立全球数字经济城市联盟。聚焦数字基础设施建设、跨 境数据治理、智慧城市应用等关键议题，标志着数字经济合作迈向多边协同并升级为机制化运作。 中国自主创建的全球科技文献数据平台宣布上线，平台引入了"学者成果解读"和"综述自动生成"两大AI功能，相当于给每个用户配 备了"AI助手"。上线后，数据 ...

Core Insights - The 2025 Global Digital Economy Conference opened in Beijing, featuring the expansion of the "Human-Centric AI Development and Governance Initiative," which now includes nearly 50 member organizations from various sectors of AI technology and applications [2] Group 1: Initiative and Membership - The "Human-Centric AI Initiative" was jointly launched by several organizations, including Caixin Think Tank and Lenovo Group, in November last year, focusing on technology research, application implementation, and ethical governance [2] - New members of the initiative include major tech companies such as Baidu, MiniMax, Inspur, and Siemens (China), covering key areas like large models, embodied intelligence, and AI healthcare [2] Group 2: AI Development Perspectives - Lenovo's Vice President emphasized the need for hybrid AI development to empower various industries and enhance global competitiveness in the digital economy [3] - The development of hybrid enterprise intelligence relies on upgrading intelligent computing infrastructure and fostering an open application ecosystem [4] Group 3: AI Applications and Innovations - Lenovo has launched personal and enterprise super intelligent agents, such as the Lenovo Tianxi personal super intelligent agent and the "Lenovo Enjoy" enterprise super intelligent agent, aimed at improving quality of life and productivity [4] - The company is also working on city-level super intelligent agents for smart governance in locations like Yichang and Wuyishan [4] Group 4: Standards and International Initiatives - Lenovo has contributed to the publication of the report "Human-Centric AI: Technology Development Perspectives in the Era of Human-Machine Symbiosis" and has participated in establishing international AI standards [5] - In the 2024/25 fiscal year, Lenovo signed three major international initiatives, including the EU's "AI Pact" and UNESCO's ethical AI statement [5]

Group 1: Market Overview - The heavy truck market in China has seen a continuous increase, with sales reaching approximately 92,000 units in June 2025, representing a year-on-year growth of about 29% since April 2025 [1] - The penetration rate of new energy heavy trucks has exceeded 23% for three consecutive months, with sales expected to surpass 15,000 units, reflecting a year-on-year increase of over 120% [1] Group 2: Policy and Technological Developments - Policies such as "trade-in" subsidies for heavy truck replacements and the upcoming "National VI" emission standards have contributed to the rapid development of new energy heavy trucks [1] - Great Wall Motors has entered the heavy truck market with its G1050 hybrid model, targeting logistics sectors like express delivery and cold chain, featuring advanced technology and a starting price of 536,600 yuan [1] Group 3: Competitive Landscape - The current market for new energy heavy trucks is primarily dominated by pure electric technology, but there is a growing need for hybrid models due to the diverse operational scenarios and cost advantages [2] - The total cost of ownership (TCO) for hybrid heavy trucks is projected to be approximately 350,000 yuan lower than that of diesel trucks over their lifecycle [2] Group 4: Future Projections - The penetration rate of hybrid heavy trucks is expected to grow significantly, with projections of 1%, 5%, and 10% for 2024, 2025, and 2026 respectively, and a potential market share of 30% by 2030 [3] - The hybrid heavy truck segment is anticipated to penetrate areas such as heavy-duty engineering vehicles and long-distance transport in hilly and mountainous regions, which currently account for over 40% of heavy truck sales [3] Group 5: Competitive Challenges - The heavy truck sector is experiencing intense competition, with domestic brands holding significant market share while foreign brands like Volvo and Daimler are reducing costs through local production [4] - Financial promotions such as "zero down payment" and "zero interest" have become common in the industry, but they may lead to increased actual costs for consumers due to hidden fees [4]