经济观察网重庆市人民政府办公厅印发《重庆市推动"人工智能+"行动方案》，其中提出，拓展智能消 费服务新场景。推动智慧商圈建设，鼓励重点商业场所开展智慧化改造，加快引入AI导购等智能原生 应用，支撑国际消费中心城市建设。发展"AI+"旅游，打造AI惠游重庆智能体，提供个性化智能旅游服 务，推动文博场馆、旅游景区落地数字文旅和沉浸式文旅新场景。发展"AI+"直播，推动直播平台联合 软信企业开发AI创新应用。 ...

格隆汇12月17日｜重庆发布《重庆市推动"人工智能+"行动方案》提到，拓展智能消费服务新场景。推 动智慧商圈建设，鼓励重点商业场所开展智慧化改造，加快引入AI导购等智能原生应用，支撑国际消 费中心城市建设。发展"AI+"旅游，打造AI惠游重庆智能体，提供个性化智能旅游服务，推动文博场 馆、旅游景区落地数字文旅和沉浸式文旅新场景。发展"AI+"直播，推动直播平台联合软信企业开发AI 创新应用。 ...

服务消费作为扩大内需的重要引擎，其高质量发展对经济结构优化和民生改善具有深远意义。《中共中 央关于制定国民经济和社会发展第十五个五年规划的建议》（下称《建议》）强调，"以放宽准入、业 态融合为重点扩大服务消费""实施提振消费专项行动"，这为培育服务消费新增长点指明了方向。12月8 日召开的中央经济工作会议强调，"深入实施提振消费专项行动""清理消费领域不合理限制措施，释放 服务消费潜力"，进一步明确了扩大内需的重点任务和方向。服务消费涵盖文旅、健康、养老托育等众 多领域，产业关联度强，对经济增长具有重要的带动作用。在当前阶段，提振服务消费对于释放内需增 长潜力、推动经济结构优化升级和民生改善有着重要的现实意义。 当前，我国服务消费正处于规模快速扩张与结构深刻变革的关键时期，呈现出总量持续增长、结构加速 转型、新业态不断涌现的特征。伴随居民收入水平提高和消费观念转变，服务消费正从传统的生存型消 费向发展型、享受型消费升级，从单一化、标准化服务向个性化、品质化服务转变，成为拉动内需、促 进经济高质量发展的重要引擎。然而，与发达国家相比，我国服务消费在总量规模、供给质量、业态创 新等方面仍存在明显差距，例如，202 ...

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Group 1: Agricultural Production - The autumn and winter planting season is crucial for agricultural production, with efforts focused on improving sowing technology to ensure a bountiful summer grain harvest next year [5][8] - As of November 20, over 95% of winter wheat has been sown nationwide, with significant advancements in precision agriculture technology being utilized [8] - Various regions are implementing measures to enhance planting quality and efficiency, such as using high-performance seeders and promoting mechanized planting techniques [7][8] Group 2: Consumer Market Trends - The consumer market is exhibiting new trends characterized by personalization, quality, and scenario-based consumption, driven by technological empowerment [11][14] - Innovative consumption models, such as drone delivery and automated transport, are being developed to enhance consumer experiences [13][14] - The government is promoting the cultivation of new consumption scenarios and enhancing supply-demand matching through various initiatives [11][14] Group 3: New Productive Forces - New productive forces are emerging as a core engine for developing new advantages and seizing future opportunities, with a focus on integrating technological and industrial innovation [16][19] - The World Internet Conference showcased advancements in AI and flexible production technologies, highlighting the role of technology in transforming traditional industries [18][19] - Various regions are actively fostering the development of new productive forces, with initiatives aimed at enhancing the digital economy and manufacturing services [18][19] Group 4: Urban Renewal - Urban renewal is a systematic project aimed at enhancing the quality of urban life, with a focus on human-centered approaches and meticulous execution [21][25] - Significant progress has been made in renovating old urban areas, with over 240,000 old residential communities upgraded during the 14th Five-Year Plan period [24][25] - Local governments are implementing tailored urban renewal projects to optimize urban structures and upgrade functionalities [24][25]

Group 1: Agricultural Production - The focus is on enhancing winter wheat planting to ensure a strong foundation for summer grain production, with over 95% of winter wheat sown by November 20 [3] - Various regions are implementing advanced agricultural techniques and technologies to improve planting quality and efficiency, such as using high-performance precision seeders and organic fertilizers [2][3] - Local governments are actively supporting farmers with technical guidance and resources to mitigate the impact of adverse weather conditions on grain production [2][3] Group 2: Consumer Market Trends - The consumer market is evolving with innovative models such as drone delivery and automated transport, driven by a focus on creating dynamic and balanced ecosystems [4][5] - The government has initiated policies to enhance the adaptability of consumer goods supply and demand, with 19 key tasks outlined to promote new consumption scenarios and business models [4] - Platforms like Douyin and Taobao are leveraging technology to optimize supply chains and enhance consumer experiences, indicating a shift towards personalized and quality-driven consumption [4][5] Group 3: New Productive Forces - The integration of artificial intelligence in manufacturing is accelerating the development of new productive forces, exemplified by innovations in waterless dyeing technology [6][7] - Various regions are fostering the convergence of manufacturing and service industries, with significant advancements in digital economy initiatives [6][7] - The recent China International Import Expo showcased numerous new products and technologies, highlighting China's position as a rapidly innovating market [6][7] Group 4: Urban Renewal - Urban renewal initiatives are being implemented across the country, focusing on improving living conditions and upgrading infrastructure in old neighborhoods [8][9] - The government emphasizes a systematic approach to urban renewal, addressing planning, funding, and governance to ensure effective implementation [8][9] - Smart community management platforms are being introduced to enhance urban governance and improve residents' quality of life [9]

Group 1: Agricultural Production - The autumn and winter planting season is crucial for agricultural production, with efforts focused on improving sowing technology to ensure a good harvest for summer grain next year [10][11]. - As of November 20, over 95% of the winter wheat has been sown nationwide, with significant advancements in technology such as high-performance precision sowing machines being utilized [11]. - Various regions are implementing measures to enhance sowing quality and efficiency, including the use of organic fertilizers and mechanized sowing techniques [10][11]. Group 2: Consumer Market Trends - The consumer market is evolving towards personalization, quality, and scenario-based consumption, driven by technology and innovative supply-demand matching [14][17]. - The government has initiated policies to enhance the adaptability of consumer goods supply and demand, focusing on new technologies and market scenarios [16][17]. - Platforms like Douyin and Taobao are leveraging AI and algorithm optimization to improve consumer experience and support local industries [16][17]. Group 3: New Productive Forces - New productive forces are recognized as a core engine for developing new advantages and seizing future opportunities, with a focus on integrating technological and industrial innovation [20][23]. - The World Internet Conference showcased advancements in AI and flexible production technologies, highlighting their role in transforming traditional industries [22]. - Various regions are actively promoting the development of new productive forces, with significant initiatives in manufacturing and digital economy [22][23]. Group 4: Urban Renewal - Urban renewal is a systematic project aimed at enhancing the quality of urban life, with a focus on human-centered approaches and meticulous execution [26][30]. - Significant progress has been made in renovating old urban areas, with over 240,000 old residential communities improved during the "14th Five-Year Plan" period [29][30]. - Local governments are implementing diverse urban renewal projects, addressing infrastructure and community management challenges through innovative solutions [29][30].

Investment Rating - The report maintains a "Buy" rating for Tianhong Co., Ltd. [2][7] Core Insights - The company reported lower-than-expected performance for Q3 2025, with total revenue of 2.869 billion yuan, a year-on-year decrease of 2.01%, and a net profit attributable to shareholders of -91.23 million yuan, a year-on-year decline of 156.90% [7] - The company is optimizing its store structure and accelerating the transformation of its retail business, with a focus on upgrading over 20 shopping centers and introducing various smart technology stores [7] - The company has achieved a gross margin of 35.52% in Q3 2025, a slight increase of 0.11 percentage points year-on-year, while the expense ratio rose to 38.10% [7] Financial Data and Profit Forecast - For 2025, the company expects total revenue of 11.927 billion yuan, with a year-on-year growth rate of 1.2% [6] - The net profit attributable to shareholders is forecasted to be 132 million yuan for 2025, representing a year-on-year increase of 72.4% [6] - The company’s gross margin is projected to be 37.0% in 2025, with a return on equity (ROE) of 3.2% [6]

Group 1 - The article discusses the competitive landscape in Brazil, highlighting the "Chinese-style involution" phenomenon where low-price strategies and live-streaming sales are key battlegrounds for market dominance [3] - Understanding Brazilian consumer preferences is crucial for success in the Latin American market, suggesting that only those who truly grasp local demands will thrive [3] Group 2 - Miniso reported a 42.7% increase in overseas revenue for Q4, achieving a record high gross margin of 47% [4] - Guangzhou-based Ebike component suppliers have secured significant financing, indicating a move to break the monopoly of major players in the U.S. and Japan [5] - A robot developed by a Chinese PhD in the U.S. has generated over one million in revenue by assisting farmers in apple picking, showcasing innovation in agricultural technology [6] Group 3 - The Chinese Ministry of Commerce plans to assess the domestic sales needs of foreign trade enterprises and establish a list of key foreign trade quality enterprises [7][8] - The China-ASEAN Free Trade Area 3.0 version special joint committee meeting was held to expedite the legal review of the upgrade protocol, aiming for comprehensive cooperation in emerging fields [8] Group 4 - South Korea's retail sales grew by 4.4% year-on-year in February, driven by strong demand for e-commerce services, with online retail sales surging by 16.7% [9] - OpenAI announced a leadership restructuring, with CEO Sam Altman focusing more on research and product development [9] - Alibaba's chairman noted signs of a bubble in AI data center investments, indicating a potential oversaturation in the market [9] Group 5 - Tesla's new car sales in Europe fell by 40% year-on-year in February, with a 43% drop in the first two months of the year, contrasting with a 31% growth in the overall electric vehicle market [11] - BYD projected a revenue of 777.1 billion for 2024, marking a 29.02% increase, with a net profit of 40.25 billion, up 34% [11] - Hyundai Motor Group announced a $21 billion investment plan in the U.S. by 2028, focusing on automotive production, steel, and energy sectors [12]