▷ 电影级CG视效团队,打造元宇宙及沉浸式数字创意解决方案。 南方财经记者 孙静芳 广州报道 11月26日-28日，2025粤港澳大湾区文化产业投资大会（广东·广州）（简称：大湾区文投会）举行。本 届大湾区文投会聚焦广东文化产业高质量发展"政策包"的六大产业方向，向社会广泛征集文化企业（项 目），致力于打造"为资金找项目、为项目找资金"的文化产融对接"一站式"服务平台，累计超过300个 文化企业（项目）报名参会，主要名单如下： | | 2025粤港澳大湾区文化产业投资大会 | | --- | --- | | | 参会企业(项目)名单 | | | 序号 企业名称及简介 | | 1 | 深圳市众擎机器人科技有限公司 | | | ▷ 全栈自研通用人工智能体,实现全球首例人形机器人前空翻。 | | 2 | 北京加速进化科技有限公司 | | | ▷ 研发人形机器人及操作系统,面向科研教育推动具身智能落地。 | | 3 | 广州云蝶科技有限公司 | | | ▷ 国内领先Al大模型企业,推动教育、农业、医疗等领域数字化转型。 | | ব | 上海干机创新文旅科技集团有限公司 | | | ▷ 全球领先的无人机集群低空科技企业 ...

尽管AGI是整个行业发展目标，但从现实来看，AGI还比较遥远，行业中更关注的，往往是AI大模型在企业中真正落地应用效果。 "从今年整个大会来看，尤其是跟去年对比，大家普遍关注的方向已经转向AI大模型真正面向产业的落地应用，包括科创企业、头部大厂等，都已经关注 到这个方向来。"中数睿智CEO韩涵如此说道，而这已经成为行业共识。 在2025人工智能+大会主论坛上，多位嘉宾也同时指出，应用落地正在真正成为推动AI前进的力量，技术与产业结合的契机正在逼近，"场景驱动"则是AI 从技术革命走向产业革命的关键跃点。 但是，企业级AI真实落地现状，似乎却并未如行业热度所展现的一样。 很多企业对AI大模型的应用还始终保持着谨慎的态度。"现阶段整个行业用一个词形容，就是乱，但混乱中，也在欣欣向荣。"新希望集团首席数字官李旭 昶对光锥智能说道。 可以看到，现阶段AI早已走出实验室，大模型从"百模大战"走向分化，智能体概念遍地开花，可一落到实际业务，总像差了最后一口"气"，眼看要冲线却 卡在半路。 今年的中关村，AI热度依然很高。 "无论怎么样看，人工智能未来发展最重要的下一步，就是怎么样能够达到大家都满意的AGI，就是通用人工智 ...

高盛首席中国股票策略师刘劲津日前表示， 人工智能（AI）引领的中国股票上涨远非泡沫，因为中国科技公司仍有空间通过专注于AI应用来提 升估值和盈利 。 刘劲津上周晚些时候在接受媒体采访中表示，与美国专注于算力的战略不同，中国将更多资金投向人工智能应用领域， 这让投资者 "有理由 相信，至少在短期内，中国AI的商业化变现能力可能更强" 。 "关键问题在于企业如何将AI相关产品的需求转化为实际收益，"他表示，"相对于美国，专注于应用的中国公司的估值仍要合理得 多。" 自中国初创公司DeepSeek推出高效低成本AI大模型，以及中国大型科技公司争相推出新AI工具以来，围绕中国崛起为AI超级大国的乐观情 绪持续高涨。 在刘劲津发表上述言论之际，人们对全球AI泡沫的担忧日益加剧，股价飙升与巨额投资热潮似乎已脱离基本面支撑。 "从估值角度来看，中国AI股的上涨远未形成泡沫。"刘劲津表示。 他指出，中国前十大科技公司总市值约为2.5万亿美元，而美国同类企业总市值高达25万亿美元，两者相差十倍。此外，美国科技巨头占标 普500指数总市值的比例约为40%，而中国科技巨头在主要指数中的市值占比仅为15%左右。 高盛还表示，在MSC ...

Group 1 - AI application concept stocks have mostly risen, with notable increases in companies such as Innovent Biologics (6.85%), Alibaba (4.54%), Kuaishou (4.38%), Meitu (3.21%), and Yuedu Group (3.56%) [1] - Recent positive developments in the AI application field include Google's release of Gemini3 and Nano Banana Pro, which have significantly outperformed previous models [1] - Alibaba's AI assistant Qianwen App has surpassed 10 million downloads within a week of its public testing, becoming the fastest-growing AI application, outpacing ChatGPT and others [1] Group 2 - Bohai Securities notes that leading model manufacturers like Baidu, Alibaba, and Google are continuously iterating their AI large model products, intensifying global competition and accelerating technological innovation and application [2] - Domestic large models in China are making steady progress in technical iterations, successfully entering the global first tier of large models [2] - The compatibility between domestic large models and local accelerated computing chips is improving, creating a synergistic advantage for algorithm and hardware, which lays a solid foundation for large-scale implementation across various industries [2]

国家将数字化、网络化、智能化和绿色化写入制造业发展主线，把智能工厂、灯塔工厂视为新质生产力 与先进制造业集群的重要载体，并设定智能制造示范工厂数量、企业数字化水平等量化目标;地方层面 以资金补贴、试点示范、产业基金等方式，对智能工厂、灯塔工厂进行梯度培育，形成从诊断、技改到 示范工厂的完整政策链条。行业布局上，我国灯塔工厂行业布局向高技术领域延伸，核心经营指标显著 领先全球平均水平。空间布局上，我国灯塔工厂呈"沿海集聚、内陆追赶"趋势。在"人工智能+"行动 和"十五五"规划共同牵引下，AI+制造被上升为国家级系统工程，灯塔工厂向数智化、绿色化、融合化 升级，从数量领先走向区域集群和全球复制的新阶段。 本土工业软硬件厂商共振，构筑灯塔工厂数智底座 本土企业以工业软件、自动化控制、工业互联网和AI大模型为核心抓手，在感知、控制、平台与应用 多层协同发力，为灯塔工厂提供从"工厂操作系统"到场景化解决方案的全栈能力。 风险提示：政策及评选口径不及预期、技术演进与落地成效不及预期、客户集中与行业周期波动风险 智通财经APP获悉，国泰海通发布研报称，在AI与"十五五"规划双重牵引下，灯塔工厂已演进为承载新 质生产力与新型 ...

有投资者在互动平台向神州信息提问："懂秘你好，十五五支持科技创新企业通过分拆上市拓宽融资渠 道，量子科技等前沿领域成资本关注焦点。公司量子通信子公司具备独立运营能力，已在华夏银行试点 抗量子攻击算法，2025年前三季度相关业务增长显著。请问董秘，公司是否有推进子公司分拆上市的计 划？未来将如何加大量子通信、AI大模型等前沿领域投入？这些资本运作与技术投入能否激活公司成 长动能，获得市场更高认可？" 来源：市场资讯 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 针对上述提问，神州信息回应称："尊敬的投资者，您好！公司持续关注相关资本市场支持政策，将深 入研究考证与公司的适配性。感谢您对公司的关注！" ...

Group 1: Economic Overview - In 2024, China's GDP is projected to exceed 134.9 trillion yuan, with a year-on-year growth of 5.0%, ranking among the top major economies globally [2] - The economic structure continues to optimize, with the primary industry accounting for 6.8%, secondary industry 36.5%, and tertiary industry 56.7% of GDP [2] - The three drivers of growth—consumption, investment, and exports—are working in synergy, contributing 2.2 percentage points, 1.3 percentage points, and 1.5 percentage points to GDP growth, respectively [2] Group 2: Technological Advancements - China is making significant breakthroughs in cutting-edge technologies such as 6G communication, AI large models, and quantum computing [3] - The first international 6G field test network was established in July 2024, demonstrating potential for 6G transmission capabilities [3] - By March 2025, a major breakthrough in quantum communication was achieved, establishing a comprehensive quantum communication network [3] Group 3: New Energy and Carbon Neutrality - The new energy sector is becoming a growth engine under the "dual carbon" goals, with China accounting for over 60% of global new installations in wind and solar energy in 2024 [4] - The installed capacity of new energy storage has surpassed 70 million kilowatts, with leading companies like CATL and BYD holding a 65.5% market share in the global power battery market [4] - Solid-state battery technology has achieved mass production breakthroughs, with energy density exceeding 400 Wh/kg, boosting the export of new energy vehicles to the world's highest volume [4] Group 4: Healthcare Sector - The aging population and health consumption upgrades are creating a trillion-yuan market, with national health expenditure reaching 2.03 trillion yuan in 2024 [5] - Technologies such as AI-assisted diagnosis, gene editing, and telemedicine are accelerating implementation, with companies like WuXi AppTec and Mindray Medical expanding globally [5] Group 5: Financial and Consumer Trends - The financial sector is progressing steadily amid strict regulations and digitalization, with total assets of financial institutions reaching 495.59 trillion yuan, a 7.5% year-on-year increase [6] - The banking sector's total assets amounted to 444.57 trillion yuan, growing by 6.5% [6] - In the consumer market, new retail and domestic brands are rising, with companies like Luckin Coffee and Pop Mart reshaping market dynamics through data-driven and IP operations [6] Group 6: Emerging and Future Industries - Emerging and future industries are seen as drivers of economic growth and international competitiveness, with the low-altitude economy projected to reach a market size of 1.5 trillion yuan by 2025 [7] - The embodied intelligence market is expected to exceed 480 billion yuan in 2024, with significant growth anticipated in smart manufacturing and services [7] Group 7: Super CEO Selection - The "2025 Super CEO" selection is open to all outstanding enterprises in China, covering both listed and unlisted companies [8] - The evaluation criteria include company size (25%), financial performance (40%), shareholder returns (20%), and personal reputation (15%) [8] - A total of 288 CEOs have entered the candidate pool, with the final list to feature the top 25 CEOs [8]

11月19日至21日，第十九届深圳国际金融博览会在深圳举行，华为联合12家生态合作伙伴集体亮相，聚 焦金融行业核心系统改造与AI建设等核心需求，展示在金融行业的投入与实践、在自主创新根技术和 生态方面的最新进展以及金融ICT基础设施产品与解决方案，为金融行业打造数字底座，为数字金融高 质量发展提供新路径和新动能。 据介绍，过去几年，华为总结和沉淀了一套AI应用落地工程方法，可帮助行业机构快速开展场景落地 创新。根据历史经验，AI的应用创新落地过程中，模型能力仅占10%，工程能力占到了90%。华为在行 业实践中沉淀5个工程能力，包括算力工程、数据工程、知识工程、模型工程及Agent工程，基于这5个 工程能力，华为可协助客户在具体场景中去做工程化的落地，并帮助客户自身去掌握这种工程能力。 华为深圳政企金融系统部部长杨美玲对记者表示，AI将深刻改变金融机构的业务模式、运营流程和风 控机制，在上述关键业务领域渗透率已达70%，成为金融机构的核心竞争力之一。基于昇腾的算力平 台，华为与全国金融行业客户已共同在300多个创新应用场景展开实践。 展台现场的华为专家告诉记者，AI大模型如今已广泛在深圳金融机构中落地应用。比如 ...

Core Insights - The banking industry is entering a new phase of digital finance development driven by AI applications, enhancing the integration of technology and business operations [2] - There is a significant increase in technology investment among major banks, with a focus on optimizing governance structures and resource management [3][4] - AI is reshaping competitive dynamics in the banking sector, enabling smaller banks to leverage technology for innovation and growth [2] Technology Investment and Governance - In 2024, the total technology investment by six major state-owned banks exceeded 120 billion yuan, marking a 2.15% year-on-year increase, with a total of over 111,000 technology personnel, up 19.34% from the previous year [3][4] - The technology investment of these six banks accounts for over 50% of the total technology spending in the banking industry, which exceeds 200 billion yuan [4] - Some banks, such as China Construction Bank and Ping An Bank, have reported a decrease in technology investment, indicating a shift towards optimizing technology resource management [5][6] AI Application and Innovation - AI applications are accelerating the integration of business and technology, with various banks launching innovative projects across different scenarios [2][6] - Smaller banks like Qingdao Bank and Hunan Bank have demonstrated significant innovation capabilities through AI, winning multiple awards in recent fintech competitions [2] Talent Development and Resource Allocation - The proportion of technology personnel in major banks has increased, reflecting a growing emphasis on talent as a core resource for digital finance development [9][10] - Banks are adopting dual pathways for cultivating composite talents, focusing on both external recruitment and internal mechanisms to enhance the integration of technology and business [11][12] - The shift towards "business-technology co-creation" is emphasized, with banks encouraging deeper involvement of business units in technology development processes [13]

Group 1 - The current AI market in the US has entered a "gear-shifting" phase, with a focus on valuation adjustments and a more stringent examination of returns on investment (ROI) in the AI sector [2][4] - Concerns about an "AI bubble" stem from the gap between the optimistic expectations of capital markets and the time required for new technologies to generate economic scale effects [2][3] - The hard constraints affecting AI include physical limitations such as computing power, electricity, and algorithms, while soft constraints involve regulatory costs, organizational adjustments, and data quality [2][3] Group 2 - The AI sector has experienced adjustments due to macroeconomic tightening and concerns over computing power and algorithm efficiency, with historical comparisons indicating significant drawdowns during similar market conditions [2][3] - The report highlights that the debt pressure on AI infrastructure is currently manageable, but some companies are showing signs of divergence in their financial health [3][4] - The overall debt levels related to AI hardware have been slowly increasing, with a decline in the free cash flow to debt ratio, indicating potential future risks if revenue does not grow rapidly [3] Group 3 - The profitability of AI applications is uneven, with B2B applications showing higher margins compared to C2C applications, which generally remain unprofitable [2][3] - The report notes that the current AI penetration rate in US enterprises is around 10%, with expectations for growth in specific sectors such as information services and finance [2][3] - The anticipated total investment in AI by 2025 is approximately $3.8 trillion, with ROI sensitivity to GPU depreciation rates being a critical factor for future investments [2][3] Group 4 - The S&P 500 has seen a decline in earnings while volatility has increased, indicating a shift in market dynamics as valuations enter a digestion phase [6][8] - The report suggests that the profitability effect in the AI sector is expected to spread in 2025, although the proportion of valuation expansion is weakening compared to previous years [8]