机构表示，2025年AI应用的关键词是加速商业化。移动应用垂直性相对较强，用户需要在社交、电 商、支付、出行等不同场景下使用不同的应用。未来AI助手、通用型Agent的性能更强、功能更丰富， 有望聚合更多垂类应用平台，而每个用户可能只需要少数几个AI助手、通用型Agent就能满足所有线上 需求，互联网时代的流量入口格局有可能会被打破，抢占AI时代流量入口是保持或强化自身在AI时代 市场地位的关键一步。全球AI应用商业化有望呈现持续加速。 AI应用概念5日盘中强势上扬，截至发稿，当虹科技、熵基科技（301330）、蓝色光标（300058）20% 涨停，汤姆猫（300459）涨超16%，天下秀（600556）、引力传媒（603598）等亦涨停。 ...

今年，智联招聘2025中国年度最佳雇主评选成为我们洞察这一变革的宝贵窗口。今年的活动主题为"人 机共生·智启未来"，勾勒出未来组织的竞争力图谱：不再源于"人"与"机器"的零和博弈，而是取决于二 者能否形成高效的协同体系。这要求企业的管理者必须从根本上重新思考组织的设计逻辑和人才的价值 定位，使员工与AI互相增强，为组织创造新的增长空间和竞争优势。 2025中国年度最佳雇主颁奖盛典在12月19日隆重举办，现场揭晓了全国百强雇主排名，并颁发一系列重 磅单项奖，涵盖最受大学生关注雇主、最受女性关注雇主、最具社会责任雇主、最具发展潜力雇主等。 企业管理者、研究者及广大职场人可从最佳雇主评选中，审视在华企业的AI变革前沿实践。这些实践 显示出的清晰趋势，不仅能摹画出本届最佳雇主的特质，更能帮助我们系统理解未来组织竞争力的真正 源泉。 趋势1：组织正在从岗位体系向"人机单元"演进 据WEF统计，86%的全球雇主预计AI和信息处理技术将在2030年以前彻底改变其商业模式，传统岗位制 和科层式结构正在失去原有的效率优势。为了应对日益复杂多变的市场环境，愈来愈多企业拆除僵化的 部门壁垒，转向更为灵动和有机的组织形态。 2025 ...

内容概要：智能座舱解决方案是指针对配备智能车内产品和系统的汽车座舱的综合解决方案。智能座舱 作为汽车智能化的交互中枢与体验终端，不仅承载着L3级以上自动驾驶时代人车关系重构的历史使 命，更成为车企构建差异化竞争优势的战略要地。随着居民收入水平提高，消费结构从生存型逐渐向发 展型、享受型过渡，人们对乘车体验要求不断提高以及消费电子产品应用场景的逐步迁移，智能座舱将 迎来加速普及，中国成为全球最大的智能座舱解决方案市场之一。2025年，中国智能座舱解决方案市场 规模将增长至1544亿元，其中，智能座舱软件解决方案规模约498亿元，约占32.25%；智能座舱硬件解 决方案规模约1046亿元，约占67.75%。预计2026年中国智能座舱解决方案市场规模将达到1828亿元， 其中，智能座舱软件解决方案规模约605亿元，约占33.10%；智能座舱硬件解决方案规模约1223亿元， 约占66.90%。 上市企业：均胜电子[600699]、博泰车联网[02889.HK]、佑驾创新[02431]、光庭信息[301221] 相关企业：南京四维智联科技有限公司、、湖北亿咖通科技有限公司、深圳佑驾创新科技有限公司 一、智能座舱解决方案 ...

另外，"智方便"已推出"小程序平台"。数字办正积极推动特区政府各决策局及部门将其政府应用程序的 服务整合至"小程序平台"，让市民无需额外安装各个政府部门的应用程序便可使用这些服务。 数字办计划于2026年底为"智方便"用户提供"AI助手"，解答查询及提供个人化服务，进一步提升用户体 验。(完) 中新网香港12月23日电 香港特区政府数字政策办公室(简称"数字办")23日公布，"智方便"一站式个人化 数字服务平台的登记用户已超过400万。 数字办发言人表示，感谢香港市民及各界一直以来对"智方便"的支持。凭借简化的登记流程和用户为本 的设计，"智方便"每日使用量已超过18万人次，连接超过1300项特区政府及公私营机构网上服务和特区 政府电子表格，实现"一网通办"的目标。 ...

最后，康雁重申人机共生的重要内涵。组织层面，构建敏捷的"人机协作"模式，使组织架构更灵活、更 高效；成长层面，搭建协同进化的双向学习生态，实现人类与AI的能力共生；激励层面，按效能奖 励，以结果为导向，成就梦想；文化层面，树立"碳硅共识"的价值观，建立人机平权理念。康雁总结 道："新质生产力的源头活水，是人的创造力与科技的融合力。" 编辑 王进雨 校对 刘军 新京报贝壳财经讯（记者陈维城）12月19日，在2025中国年度最佳雇主颁奖盛典上，智联招聘集团CEO 康雁表示，过去，企业在人才竞争中往往和时间赛跑，人才战略本质上聚焦"人力成本管控"，人更多被 视为生产资料；而今天，AI的深度融入实现效率质的提升，真正具备创造力的人才，已成为定义生产 力的核心要素。 他认为，对企业而言，这场变革的核心并非"用AI替代人"，而是"以AI解放人"。当重复劳动被AI接管， 员工得以从"执行机器"转为创造者；当企业将节省的成本持续投入员工培训，可以助力员工深度理解业 务与用户需求；当员工的专业能力与创新活力充分迸发，企业便能收获源源不断的新价值。这不仅是企 业运营效率的跃升，更是职场中"人"的核心价值的回归与彰显。 智联招聘的 ...

Economic Overview - In 2025, China's economy is expected to reach approximately 140 trillion yuan, having crossed significant thresholds of 110 trillion, 120 trillion, and 130 trillion yuan [2] - The GDP growth rate for the first three quarters of 2025 is reported at 5.2%, an increase of 0.4 percentage points compared to the same period last year [2] - The World Bank and the International Monetary Fund have raised their economic growth forecasts for China, with the IMF projecting a growth rate of 5% for 2025, up by 0.2 percentage points from previous estimates [3] Investment and Infrastructure - Major infrastructure projects, such as the completion of the Xiamen section of the Xiamen-Jinmen Bridge and the full operation of the Nanning-Pingxiang high-speed railway, highlight significant investment efficiency improvements [2] - The issuance of 1.3 trillion yuan in long-term special bonds and the establishment of 500 billion yuan in new policy financial tools are aimed at stimulating investment [3] Technological Innovation - By mid-2025, the user base for generative artificial intelligence in China reached 515 million, reflecting a significant increase of 266 million users from December 2024 [2] - China's innovation index has entered the global top ten for the first time, with substantial growth in the equipment manufacturing and digital industries, both showing a 9.5% increase in value added [5] - The development of new technologies, including artificial intelligence, is driving industry transformation and creating new economic momentum [5][6] Market Confidence - High-tech industries attracted 192.52 billion yuan in foreign investment in the first ten months of 2025, with significant growth in sectors such as e-commerce and medical equipment [7] - The A-share market has seen increased trading activity, with daily transaction volumes frequently exceeding 2 trillion yuan [7] - The implementation of policies promoting consumption, such as the "old-for-new" program, has led to notable sales growth in the home appliance and communication retail sectors [7] Future Outlook - The Central Economic Work Conference emphasizes the need for proactive macroeconomic policies to ensure quality and reasonable growth in 2026, the first year of the 15th Five-Year Plan [4][6] - The focus will be on enhancing the integration of existing and new policies to support economic stability and growth [4]

现代消费不是简单的"你做我买"，而是动态共创。新供给能激发潜在需求，比如户外露营、智能清洁、AI助手；新需求也倒逼供给升级。 尤其当年轻人成为主力，他们爱的是审美、文化、情绪疗愈。 a rea 5 1 11:00 x e SAC GU . . . . . . 18 - 你有没有被这种微妙瞬间气笑过：购物车里盯了半年的小家电突然断货，而商家拼命上架的"爆品"却毫无人气？ 供需这对"老相亲对象"，有时就像在同一座城里绕圈圈，却总是擦肩而不过招呼。 好在六部门最新出台的《实施方案》，终于给这段关系安排了一位专业"红娘"。 ——当年轻人的"情绪价值"遇上中国制造的创新速度，消费升级这场好戏才刚刚开场 《在供需"双向奔赴"中找到消费的新惊喜》 匹配不到位，多半因为——信息不对称、创新时滞、行业壁垒，让市场像被"静音"了一样听不见彼此。 破局的钥匙已经很清晰：1、完善标准体系，让优质优价真正跑出来；2、强化"AI+消费"，用数据洞察消费者真实偏好；3、推进柔性制造，让个性化不再 难产；4、优化消费环境，投诉有门、反馈直达，信息才能顺畅流动。 当供需真正实现更聪明、更高质量的双向奔赴，企业能精准找到创新方向，消费者能轻松买 ...

Core Insights - The article discusses the evolving role of AI in the workplace, highlighting how it has transformed the experience of employees, particularly in terms of efficiency and workload management [3][5][8]. Group 1: AI's Impact on Work Culture - AI has changed the traditional work environment, where employees previously faced monotonous tasks and low pay, leading to a more complex form of workplace pain [3]. - The introduction of AI has led employers to expect more from employees, often without providing adequate support or tools [3][5]. Group 2: Employee-Driven Solutions - The "AI Efficiency Pioneer Competition" organized by Feishu showcases how employees are taking initiative to solve their own problems using AI tools, rather than waiting for top-down directives from management [5][6]. - Many participants in the competition created AI solutions to alleviate their own workload, demonstrating a practical approach to using technology for personal and team efficiency [5][8]. Group 3: Practical Applications of AI - Examples from the competition illustrate how employees have developed AI tools to address specific pain points, such as automating report generation and data analysis, which were previously time-consuming tasks [6][8]. - The article emphasizes that effective AI applications stem from real frustrations experienced by employees, rather than being implemented for the sake of technology [8][10]. Group 4: The Value of AI in Reducing Workload - The article argues that the true value of AI lies in its ability to reduce the "pain density" of work, allowing employees to focus on more meaningful tasks rather than mundane processes [11][13]. - By utilizing AI tools, employees can save time on repetitive tasks, effectively increasing their productivity and job satisfaction without necessarily changing their job titles or salaries [11][13]. Group 5: Recognition and Empowerment - The competition not only provided practical benefits but also recognized the contributions of ordinary employees, giving them a sense of dignity and respect in their roles [10]. - The narrative highlights that technology should empower workers, allowing them to tackle inefficiencies and improve their work-life balance [10][11].

Report Industry Investment Rating No information provided. Core Viewpoints of the Report - In 2026, the uncertainty in the macro - environment is expected to decline. China's economic growth may be driven by rebalancing, with a slight slowdown to 4.7%. The US economy may be driven by fiscal - stimulated consumption and AI investment, and there may be three 25 - basis - point interest rate cuts by the end of next year [3][10]. - In the Chinese market, valuation growth will shift from being liquidity - driven to profit - driven. Hong Kong stocks are cost - effective. Investment should focus on high - growth stocks and core asset themes such as overseas expansion, AI, and new consumption [3][10]. - In the consumer industry, the competitive environment is expected to improve. The investment strategy is to embrace new trends and new consumption. Traditional consumer industries offer opportunities in individual stock fundamental reversals, while new consumer companies focus on valuation rebounds after improved performance certainty [3][10]. - The pharmaceutical industry is optimistic. The innovative drug and CXO sectors are recommended due to factors like China's innovative drug R & D capabilities, policy support, and expected improvement in overseas biopharmaceutical investment and financing [4][10]. - The AI industry in the technology sector will continue to grow strongly, driving the growth of multiple industries and experiencing explosive demand growth in downstream applications [4][10]. Summary According to Related Catalogs 2026 China Macroeconomic Outlook: The Road to Economic Rebalancing in the First Year of the 15th Five - Year Plan - **Core Situation in 2025**: Thanks to pre - emptive policy efforts and better - than - expected external demand, the annual economic growth target of about 5% can be achieved. However, economic development still faces challenges such as imbalance between supply and demand, the unstable real estate industry, and low inflation [11][16]. - **2026 Outlook**: - **External and Internal Uncertainties**: External trade relations between China and the US may reach a new dynamic balance, and internal risks such as local government debt and real estate have decreased [17]. - **Challenges**: Economic imbalance persists, the real estate industry remains unstable, and low inflation affects investment and consumption confidence [18][19]. - **Policy**: Fiscal policy will maintain a 4.0% budget deficit rate, issue 1.6 trillion yuan in ultra - long - term special treasury bonds, and may increase local government special bonds. It focuses on promoting consumption and stabilizing investment. Monetary policy will remain loose, with possible interest rate cuts of 10 - 20 basis points and reserve requirement ratio cuts of 50 - 100 basis points. Real estate policies will be moderately advanced [21][22]. - **Economic Growth**: Real economic growth is expected to slow to 4.7%. Consumption and investment will contribute 4.3 percentage points, higher than in 2025. The economic growth rate may be low in the first half and high in the second half. Inflation is expected to improve, with the CPI rising to 0.6% and the nominal GDP growth rate rising to 4.5%. The US dollar - RMB exchange rate will remain stable [23][24]. 2026 US Macroeconomic Outlook: The Road to Economic Recovery Led by Policy Stimulus No information provided. 2026 China Market Strategy Outlook: Demand - Driven Growth, Embracing New Core Assets - **Investment Strategy**: China's market liquidity will remain abundant, but valuation growth will be profit - driven. Hong Kong stocks are cost - effective. Investment should focus on high - growth stocks and core asset themes like overseas expansion, AI, and new consumption [10]. Consumer Industry 2026 Outlook: Find Opportunities in the Quiet and the Ordinary - **Industry Environment**: In a weak demand recovery environment, the competitive environment is expected to improve through upstream capacity reduction, downstream inventory clearance, and anti - involution [10]. - **Investment Strategy**: The key is to embrace new trends and new consumption. High - cost - performance domestic substitution, emotional consumption, health - related consumption, new retail formats, and domestic brands going overseas are important investment directions. Traditional consumer industries focus on individual stock fundamental reversals, and new consumer companies focus on valuation rebounds [10]. - **Preferred Stocks**: Pop Mart (9992.HK), Luckin Coffee (LKNCY.US), and Topsports (6110.HK) are preferred in 2026 [10]. Pharmaceutical Industry 2026 Outlook: Reach New Heights - **Optimistic Outlook**: The pharmaceutical sector is optimistic. The innovative drug sector is recommended due to China's leading R & D capabilities, policy support, and more biotech companies entering the profit stage. The CXO sector is also promising as overseas biopharmaceutical investment and financing is expected to improve [4][10]. Technology Industry 2026 Outlook: AI Algorithm Iteration Expands the Computing Power Base, and the Prosperous Ecosystem Reshapes the Growth Boundary - **AI Growth**: The AI industry will continue to grow strongly. Its underlying technology is in a flywheel - iteration stage, driving the growth of multiple industries and experiencing explosive demand growth in downstream applications such as C - end, B - end, and G - end. In the long run, it may bring growth to emerging industries like embodied intelligence [4][10].

Core Insights - The local lifestyle market is experiencing a resurgence similar to the previous food delivery wars, driven by continuous investment from both traditional giants and new entrants [2][3] - The competition in the local lifestyle sector is characterized by the integration of new technologies, particularly AI, and the emergence of innovative business models [2][4] - The current battles in the local lifestyle market signify a profound transformation in the underlying logic of the internet industry, moving towards a new phase of reshuffling [4][5] Group 1: Market Dynamics - The renewed competition in the local lifestyle sector reflects a broader trend of reshuffling across various internet industries, including food delivery and ride-hailing [3][4] - The traditional internet model is undergoing significant iteration, shifting from a platform-centric approach to a decentralized and integrated model [5][6] - Players in the market are now focusing on deeper industry integration rather than merely transaction rates, blurring the lines between platforms and industries [5][6] Group 2: Technological Advancements - New technologies are increasingly being integrated into the market, optimizing existing business models and enhancing service delivery [7][8] - Innovations such as AI assistants, VR/AR, and robotics are transforming user experiences and operational efficiencies across various sectors [7][8] - The current phase emphasizes the need for players to adapt and innovate continuously, ensuring their technology and product offerings evolve to meet new market demands [8]