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融入济南智慧城市建设 大模型激活民生场景运营
随着人工智能、公共数据要素等新兴产业兴起,多地正在加快布局智慧城市建设。不过,智慧城市到底 是"凭空建设"还是依托城市原有的公共数据"拔地而起",各地存在不同的思路。 2022年,神思电子股东发生变更。据济南市国资委的批复,济南能源集团有限公司(以下简称"济南能 源集团")旗下的济南能源环保科技有限公司(以下简称"济南能源环保")成为神思电子的大股东,持 股比例为11.4%。 这也给公司更好地服务智慧城市提供了保障。 "传统智慧城市建设中常面临'建设即闲置'的难题。为此,济南市秉承'以用为大'理念,强调项目围绕实 际场景展开,强化项目运营与持续造血能力,推动城市基础设施从单一功能向价值创造转型。我们主要 立足民生领域,结合股东的产业特点,打造大模型业务,助力智慧城市建设。"谈及神思电子如何融入 济南智慧城市建设,闵万里表示。 每到供暖季,济南热力部门电话经常出现"爆满"情况,对于如何能够高效、智能解答百姓的供暖问题, 成为神思电子破题智慧民生的首选之题。 2024年年底,神思电子依托DeepSeek大模型和数算法全要素融合调度平台,与智慧供热大脑系统深度 融合,借助大模型的自然语言交互和分析推理能力,升级了" ...
2026年宏观经济、政策与大类资产配置展望:革故鼎新:修复式增长下的再平衡与新动力
Western Securities· 2025-11-21 13:17
Economic Outlook - The nominal GDP growth rate is expected to rise to around 5% in 2026, up from approximately 4% in 2025, indicating a significant recovery in economic performance[14] - Inflation is anticipated to rebound, with CPI growth turning positive and PPI declines narrowing significantly[3] - The government budget deficit rate is projected to remain at around 4%, with new government bond financing potentially increasing to approximately 12.8 trillion yuan[3] Structural Changes - The Chinese economy is undergoing a profound transformation characterized by the decline of "old forces" such as real estate, which is in an "L-shaped" bottoming phase, while "new forces" like AI and new productivity are emerging as key growth drivers[2] - The shift from external demand reliance to internal demand dominance is expected, with policies aimed at expanding domestic consumption and countering "involution" trends[2][15] Market Dynamics - The A-share market is likely to see opportunities as the focus shifts from liquidity-driven growth to price and earnings-driven growth, with a more balanced market style anticipated in 2026[4] - The U.S. dollar is expected to remain strong, influenced by the relative economic strength of the U.S., despite potential interest rate cuts by the Federal Reserve[4] Risks and Challenges - There are risks of economic downturns exceeding expectations, insufficient policy execution, and geopolitical uncertainties affecting market sentiment[7] - The ongoing challenges in the real estate sector and local government debt pressures may limit fiscal stimulus effectiveness[20][24]
杨德龙:2026年本轮牛市行情将延续有望从结构牛走向全面牛
Xin Lang Ji Jin· 2025-11-19 09:56
从全球局势来看,G2格局逐步确立,未来国际格局中,中美有望出现你追我赶、齐头并进的发展态 势,而非美国在科技上遥遥领先的局面。未来,中美在经贸领域还会继续在合作中竞争、在竞争中发 展。我国在硬件和软件两个方面均实现突破,特别是DeepSeek大模型横空出世,以及在芯片、半导体 方面实现的突破,都提升了全球资本对于中国科技创新的信心,这也是这轮牛市以科技为主线的重要原 因。虽然前期科技板块涨幅较大,一些投资者选择暂时获利了结,导致科技板块出现调整,但科技牛市 预计并没有结束。人工智能带来的科技进步以及生产力提升的趋势将会延续。结构性牛市以科技为主, 主要体现在资金集中投资于少数科技创新板块,如机器人、芯片、半导体、算法创新、固态电池等;到 了全面牛市阶段,更多板块可能会出现上涨,这或将会给市场带来赚钱机会。因此,预计2026年市场的 赚钱效应可能比今年更强,投资机会可能也更多,投资者的体验也可能会更好。 2025年,市场虽走出了牛市走势,但呈现出典型的哑铃型结构:一头是以银行为代表的低估值、高股息 板块,部分个股甚至创新高;另一头是代表新质生产力的科技股大幅上涨,而大多数板块没有明显表 现。2026年,如基本面 ...
《机器人技术与应用》2025年第4期(总第226期)
机器人圈· 2025-11-18 10:35
机器人技术与应用 . 传播企业信息和市场行情,交流业内创新成果,推动行业技术进步。宣传报道国内外机器人技术领域最新 技术、成果和信息,促进企业转型升级,搭建产学研交流平台。 点击蓝字 关注我们 《机器人技术与应用》杂志 《机器人技术与应用》2025年第4期(总第226期)已经刊出,点击识别" 二维码 "可查看全文,也可以登录本刊官方网站 https://jiqi.cbpt.cnki.net 浏览。 综述 以下文章来源于机器人技术与应用 ,作者罗伯特 01 从DeepSeek看国产AI大模型赋能高端装备制造业的途径 作者: 蔡 谆 皓 1 , 刘晓秀 1 单位: 1北方工业大学;2北京科瑞思科技发展有限公司 摘要: 简要梳 理 了 DeepSeek大模型的发展概况和优势,分析了 DeepSeek大模型在制造企业办公、科研、生产等 环节的典型应用方向;基于以DeepSeek为代表的国产AI大模型,围绕高端装备制造业,分析了人工智能带来的机 遇和挑战,研究了AI大模型赋能的主要路径,提出了"AI+机器人"等应用场景设想。 引用信息: 蔡谆皓,刘晓秀.从DeepSeek看国产AI大模型赋能高端装备制造业的途径[J]. ...
在全球最大的科技峰会现场,他们用DeepSeek养出迷你“独角兽”
虎嗅APP· 2025-11-15 09:17
Core Insights - The article discusses the emergence of new AI startups at the Web Summit, highlighting the potential for innovation in various countries beyond traditional tech hubs like Silicon Valley and Beijing [2][3][7]. Group 1: AI Startup Landscape - The Web Summit has become a platform for showcasing AI startups from diverse regions, including Brazil, Turkey, and Poland, which are skipping traditional SaaS models to enter the AI-native era [5][8]. - Many startups are focusing on niche problems within their local markets, demonstrating a trend where AI applications are tailored to specific user needs [5][9]. - The rise of AI is evident in sectors like sales and programming, with AI agents becoming increasingly specialized and integrated into business processes [5][28]. Group 2: Global AI Adoption - Smaller countries are leveraging AI to revitalize their economies, with examples like Lovable in Sweden achieving rapid growth and user adoption [7][8]. - The article notes that many startups are self-funded and not as reliant on external financing, indicating a different approach to growth compared to their counterparts in the US and China [5][9]. - AI is reshaping organizational structures, with many startups operating with minimal full-time staff and relying on freelance talent [17][19]. Group 3: Innovative Applications - Several startups are developing unique AI applications, such as Hablla in Brazil, which utilizes WhatsApp for personalized marketing, and Lyway in South Korea, focusing on AI-driven language testing [14][15]. - The article highlights the importance of product understanding and user engagement in the AI space, as seen with companies like Headway, which has successfully gamified learning experiences [24][25]. - AI applications are increasingly being designed to address specific industry needs, such as manufacturing and sales, showcasing the versatility of AI technology [28].
乌镇里的中国科技新叙事
Bei Jing Shang Bao· 2025-11-09 16:04
Group 1 - The "Six Little Dragons" represent a new wave of innovation in China's tech landscape, showcasing advancements in robotics, brain-computer interfaces, spatial intelligence, gaming technology, and open-source AI [1][2] - The rise of these startups is set against the backdrop of the global AI competition, with significant breakthroughs in China's AI sector attracting widespread attention [2][3] - The interaction between technology and capital is crucial, as evidenced by multiple financing events and IPOs from companies like Qunhe Technology and Yushu Technology, indicating a deep recognition of value in these new players [3] Group 2 - The narrative emerging from Wuzhen reflects a profound inquiry into the future of the internet and serves as a deep commentary on the future of China [4] - The ecosystem of innovation is characterized by the necessity of foundational research, application technology, and financial support, all of which are essential for the success of new tech ventures [3] - The global resonance of the open-source internet ecosystem and the supportive environment for innovation in China signify a new paradigm for Chinese tech companies in the global competitive landscape [3]
“六小龙”创业故事,乌镇的中国科技新叙事!
Bei Jing Shang Bao· 2025-11-09 15:38
全文共1108字,阅读大约需要3分钟 发生在乌镇的中国科技新叙事,既是对互联网未来的追问,亦是对未来中国的深刻注解。 北京商报评论员丨陶凤 宇树科技王兴兴、强脑科技创始人韩璧丞、群核科技联合创始人黄晓煌、云深处科技创始人兼 CEO朱 秋国、《黑神话:悟空》制作人冯骥、DeepSeek资深研究员陈德里…… 相比老熟人老面孔,2025年世界互联网大会期间,因为"六小龙"首次乌镇对话,备受瞩目。 从乌镇启幕的"互联网+"到如今炙手可热的"人工智能+",全球技术的新浪潮是中国互联网发展的缩影, 更是"六小龙"等创业企业崛起的时代背景。 从大的幅面看,互联网不断拓展疆界,对产业发展、经济结构、社会生活产生深刻影响。尤其是随着人 工智能时代加速到来,互联网渗透深度不断强化,跃升到跨界融合的新阶段。 再从微观看去,无论是独门技术还是独到的见解,人工智能时代重塑生活图景,顺势催生了大量创业风 口。 科技从实验室走向现实,不管是拿着锤子找钉子,还是对着钉子找锤子,需要大厂的各尽所能,也需要 小厂的各显神通。 当全球人工智能竞争步入深水区,中国AI领域突破性进展引发广泛关注。与之相伴,一批具有代表性 的小厂"小龙"走上台前。 无 ...
中小券商践行金融“五篇大文章”的路径探析
Zheng Quan Ri Bao Wang· 2025-11-03 10:19
麦高证券有限责任公司董事长兼总经理 宋成 一、金融"五篇大文章"的战略意义与时代背景 (一)金融"五篇大文章"的提出与推进具有深刻的战略内涵与时代特征。 中央金融工作会议首次提出做好金融"五篇大文章",党的二十届三中全会进一步强调要积极发展这五大 领域,强化对重大战略、重点领域与薄弱环节的优质金融服务。2025年,国务院办公厅印发《关于做好 金融"五篇大文章"的指导意见》,从国家层面明确部署;同年2月,中国证监会发布《关于资本市场做 好金融"五篇大文章"的实施意见》,聚焦资本市场,要求证券期货经营机构端正理念、加强组织管理与 资源投入,因地制宜推进工作;8月,证监会修订《证券公司分类监管规定》,授权协会对证券公司功 能发挥情况开展专项评价。密集的顶层政策与会议部署,不仅明确了金融工作的重点方向,更通过优化 金融资源配置提升服务实体经济质效,推动金融与科技深度融合。未来,相关实践路径与政策体系将进 一步具象化、可量化、标准化,助力资本市场更好发挥功能,持续增强服务实体经济的能力。 (二)人工智能技术的迭代突破为"五篇大文章"深化提供了坚实支撑。 近年来,人工智能技术加速迭代为各行各业带来深刻变革,在金融领域的影 ...
中国总会计师协会财务管理专业委员会2025年秋季论坛成功举办
Xin Jing Bao· 2025-10-21 02:08
Core Insights - The forum focused on the transformation of financial management in the era of artificial intelligence, emphasizing the shift from traditional accounting to value creation and proactive risk management [1][2]. Group 1: Forum Overview - The "2025 Autumn Forum" was successfully held in Beijing, organized by the Chinese Institute of Certified Public Accountants, with a theme centered on "Deep Language Models (DeepSeek) and Penetrative Financial Management" [1]. - Keynote speeches highlighted the importance of deep learning models in reshaping financial management practices across various sectors, including state-owned enterprises and financial institutions [2][3]. Group 2: Key Presentations - Experts from different fields shared insights on the application of technology in financial risk management, with a focus on proactive measures rather than mere compliance [3][4]. - The presentations included practical applications of DeepSeek in financial scenarios such as intelligent reconciliation, risk warning, and cash flow forecasting [3][4]. Group 3: Roundtable Discussion - A roundtable discussion addressed the challenges and opportunities in AI-driven financial management, emphasizing the need for high-quality data and skilled professionals [5][6]. - Participants discussed the significance of contract-based cash flow management in enhancing overall funding efficiency within organizations [6]. Group 4: Future Directions - The forum concluded with a call for continued collaboration among industry peers to leverage deep learning technologies for greater value creation in financial management [7]. - Ningbo Bank expressed its commitment to fostering partnerships and developing a new ecosystem for intelligent finance in the era of big models [7].
金社平:以理念之变引领发展之变
Ren Min Ri Bao· 2025-10-21 00:42
Group 1 - The new development concept proposed by Xi Jinping has led to historic achievements and transformations in China's economic development over the past decade [2][4] - China's GDP growth for the first three quarters of this year is 5.2%, with an expected economic total of around 140 trillion yuan by 2025 [1][2] - The new development concept emphasizes innovation, coordination, green development, openness, and sharing, which are essential for achieving higher quality and more sustainable growth [2][4] Group 2 - The automotive industry, particularly in the field of new energy vehicles (NEVs), has seen significant advancements, with China becoming the first country to produce over 10 million NEVs annually [3] - Companies like Lantu Automotive are leveraging cutting-edge technologies such as AI and IoT to enhance production efficiency, reduce costs, and improve product quality [3] - The NEV industry is transitioning from resource-driven to innovation-driven, focusing on high-end, intelligent, and green development [3][4] Group 3 - The integration of urban and rural development is being accelerated through initiatives like the "Million Project" in Zhejiang, which aims to address regional disparities and promote shared development [7][8] - The implementation of the "Hundred Thousand Project" in Guangdong has led to significant improvements in rural income and economic development [8][9] - The focus on people-centered development is evident in various initiatives that enhance the quality of life and economic opportunities for rural populations [9][10] Group 4 - The opening of the sixth-generation global trade center in Yiwu marks a shift towards digital trade, enhancing China's role in global commerce [12] - China continues to attract foreign investment, with significant contributions from multinational companies establishing research and production facilities in the country [12][13] - The establishment of free trade zones and the promotion of the Belt and Road Initiative reflect China's commitment to high-level openness and international cooperation [13][14]