长城证券表示，当前全球AI浪潮持续加速，催生算力需求指数级提升，同时国产诸如DeepSeek等大模 型加速推进，考虑地缘政治及产业链稳定等因素，必定带来国产算力需求的持续攀升，将带来充分的算 力国产自主化空间，我们持续看好算力自主化相关投资机会。 8月25日，上证指数高开0.59%，随后持续震荡攀升，最高点达3883.56点，刷新10年新高纪录。除了部 分科技板块以外，多数行业板块实现上涨，其中，有色金属、通信、消费、房地产等板块表现较为活 跃。 截至收盘，沪指涨1.51%报3883.56点，深证成指涨2.26%，创业板指涨3%，科创50指数涨3.2%。A股市 场成交金额再次突破3万亿元。 港股市场表现也比较强势，恒生指数大涨超2%，恒生科技指数涨超3%，国企指数涨超2%。热门股票方 面，东风集团股份(00489.HK)盘中涨幅最高接近70%，长飞光纤涨超20%，金力永磁、金风科技、洛阳 钼业等多股涨超10%。 稀土永磁等多个板块大涨 稀土永磁板块早盘一度拉升上涨超5%，截至收盘时的涨幅仍接近4%。个股方面，金力永磁实现20%涨 停，大地熊、金风科技、中钢天源、北方稀土等多股大涨。 消息面上，工信部等三部门发 ...

7月，汇通达多个行业的"产销一体化"进程持续加速，空调、家具等品类接连"上新"。 8月8日，与阿里云签约，达成"全栈AI全面合作"。双方协力在为乡镇小微实体提供AI+数字化赋能的同 时，进一步挖掘20万亿下沉消费市场的数据价值，为我国流通商业注入新的增量。 作为国内领先的下沉市场产业互联网公司，汇通达网络（9878.HK）近期围绕"产业升级"与"AI+"相关 的消息不断。 8月10日，花旗集团继7月再次更新公司研报，重申"买入"评级。多家外资基金也在近期密集买入，体现 境外资本市场对汇通达战略转型及公司长期投资价值的认可。 一、"全流通+回购"组合拳凸显战略前瞻性 2025年以来，汇通达保持战略定力、持续加码智慧供应链与AI+战略，并在资本端采取了一系列措施来 提升股东价值。 一方面，汇通达已向中国证监会提交申请，将公司3.5亿股内资股股份转换为H股股份。这是一项具有重 要战略意义的资本运作。全流通实施后，流通股份将大幅增加，流通市值接近总市值，从而显著提升股 票流动性和市场定价效率。 另一方面，汇通达于今年6月份发布回购计划公告，宣布将于未来12个月内，根据市场情况不定时于公 开市场回购H股，回购总金额最高 ...

近日，未可知人工智能研究院副院长张孜铭受邀为温州宏泽热电股份有限公司开展 《智启未来：企业AI智能化转型与工作提效》 专题培训。本次培 训聚焦生成式AI技术如何重塑能源行业生产力，通过理论解析、案例拆解与实操演示，为企业智能化转型提供落地路径。 在本次培训中，张孜铭副院长 系统剖析生成式AI与决策式AI的本质区别： 生成式AI创造新内容，如AI设计、文本生成，推动内容生产力革命；决策 式AI优化既有流程，如风险预测、人脸识别，提升运营效率。在宏观层面， 生成式AI正在重构全球经济结构 ，2030年市场规模将突破1.3万亿美 元；在微观层面， 企业应用AI可降低90%采购成本，缩短50%报告生成时间 。 在AI+能源应用案例方面， 张孜铭副院长 结合国家电网、南方电网、华为云、施耐德电气等头部企业案例， 深度解读AI在能源领域的应用模式 ： 智能运维上，深圳供电局"祝融2.0"大模型实现电力线路智能巡检；调度优化上，国家电网"光明电力大模型"将保电方案编制时间从10小时缩短至 10分钟；新能源管理上，华电联合华为云实现风电出力精准预测，保障电网稳定性。 未可知人工智能研究院：AI时代转型的智库引擎 企业AI转型 ...

经济观察报记者陈姗 "当前，教育行业正处在变革的十字路口。全球教育市场规模持续扩大，新技术正深刻重塑教育模式， 但同时，地缘政治、经济波动、人口结构变化等因素也带来严峻考验。"中欧国际工商学院院长汪泓在8 月21日召开的"2025第十一届WWEC教育者大会暨第二届中欧教育论坛"上表示，AI技术的发展为教育 行业带来了前所未有的机遇与挑战。 据统计，全球教育市场规模在2025年将达到7.3万亿美元，并有望在2030年增长至近10万亿美元。汪泓 表示，人工智能、大数据、量子信息、云计算、区块链等新一代信息技术加速突破，产业链、创新链对 接着学科链、知识链的融合，正以前所未有的速度推动教育的发展，人口结构的变化也对教育行业发展 带来深刻影响。汪泓强调，在多重压力下，教育行业提前布局、主动引领、把握机会，打通教育隐性壁 垒具有重要性和迫切性。 会上，来自教育、科技、投资等领域的专家学者，进一步聚焦人工智能在教育垂直领域的深度融合与创 新落地，探讨AI如何赋能教育企业发展。 教育部规建中心原主任陈锋发表了题为"AI时代的学校和校长"的主题演讲。他指出，人工智能带来的变 革速度远超预期，将影响所有行业，未来90%的现有工 ...

Core Viewpoint - The article emphasizes the emergence of a new era where technology and humanity are increasingly integrated, highlighting the significant role of Chinese companies in driving technological advancements and global influence [2][3]. Group 1: Historical Context - The article traces the evolution of technology from the steam engine in the 18th century to the rise of artificial intelligence and quantum computing in the present day, illustrating how these advancements have transformed human labor and interaction [2]. Group 2: Current Trends in Technology - Chinese companies are focusing on practical applications of technology, particularly in vertical sectors like finance and healthcare, rather than engaging in vague conceptual discussions [3]. - Innovations such as embodied intelligence and brain-computer interfaces are being developed to enhance human capabilities and address complex problems [2][3]. Group 3: Featured Companies - Huawei is recognized for its leadership in 5G technology, with a 15% share of global essential patents, and significant advancements in chip development and AI algorithms [12]. - DeepSeek, a prominent AI model, achieved an MMLU benchmark score of 88.5, ranking it among the top AI models globally [15]. - CATL leads the global battery market with a 37.6% share in power battery installations and a significant investment in R&D [19]. - Alibaba has established itself as a major player in cloud computing and AI, with over 200 million active users on its AI applications [25]. - Tencent holds a strong position in digital technology, with over 86,000 patent applications globally [28]. - BYD's global electric vehicle sales reached 4.27 million units in 2024, with ambitious growth plans for 2025 [31]. - ByteDance is heavily investing in AI, with a capital expenditure of 80 billion yuan in 2024 [34]. - DJI dominates the consumer drone market, holding a 70-85% share globally [40]. - Lenovo leads the global PC market with a 23.8% share as of Q1 2025 [46]. - BOE Technology is a leader in the semiconductor display industry, with a significant share in various display applications [49]. - Other notable companies include Shanghai Yiyu Technology, SF Technology, and others, each contributing to advancements in their respective fields [56][59].

当广饶县居民孙爱梅通过"城管通"小程序报修的感应水龙头在24小时内恢复运转；当东营12333热线的 平均等待时长从3分钟压缩至28秒；当河口区政务大厅的AI引导台让办事群众"材料一次备齐"……这些 政务服务变革，勾勒出人工智能技术重塑政府治理的生动图景。 东营市以干部AI素养提升为根基、以场景化应用为突破，将DeepSeek大模型深度融入政务肌理，不仅 实现了服务效能的"量变"积累，更完成了治理逻辑的"质变"跨越，为新时代数字政府建设提供了可复制 的"东营方案"。 从"经验决策"到"数据驱动"的思维革命 政府治理现代化的核心是治理理念的现代化。东营市率先启动的"知识更新·人工智能"行动，绝非简单 的技术培训，而是一场触及行政灵魂的思维重塑。 360余名机关干部通过"DeepSeek政务提效"专题培训，系统学习数据驱动决策的方法论；《实施方案》 的出台明确将AI素养提升纳入干部考核体系，推动"算法辅助决策"从选择题变为必修课。这种理念革新 产生了立竿见影的效果：市信访局通过智能分析研判平台，将重复信访事项识别准确率提升至92%，矛 盾化解周期缩短40%；应急管理部门的智能助手能实时整合12类应急数据，使突发事件 ...

Core Insights - The article discusses how Dongying City is leveraging artificial intelligence (AI) to enhance government service efficiency and modernize governance capabilities [2][10][13] Group 1: AI Implementation in Governance - Dongying City has initiated a comprehensive AI literacy enhancement program for government officials, focusing on data-driven decision-making and algorithm optimization [3][4] - The city has deployed the DeepSeek AI model in various high-frequency government scenarios, including hotline responses and urban management, resulting in significant improvements in service efficiency [5][6] Group 2: Enhanced Public Services - The introduction of the "Intelligent Voice Assistance" platform for the 12333 hotline has increased service capacity from 1,500 to over 3,000 daily interactions, with average wait times reduced to 28 seconds [8][7] - The "Guangrao City Management" WeChat mini-program allows residents to report issues quickly, leading to a high satisfaction rate with over 95% for resolved cases [11][12] Group 3: Economic Benefits for Enterprises - The implementation of a new regulatory model for dangerous goods exports has significantly reduced costs for local businesses, saving over 140 million yuan in the first half of the year [12][13] - The AI-driven approach in customs has streamlined processes, allowing for faster inspections and approvals, thus enhancing overall operational efficiency for companies [12][13]

Market Overview - In the first half of 2025, global stock markets experienced volatility, with the Dow Jones up 3.0%, Nasdaq up 4.9%, and DAX up 20.7%[10] - The Hang Seng Index in Hong Kong outperformed, rising by 21.06%, while A-shares showed limited movement with major indices fluctuating less than 2%[10] Key Influencing Factors - The release of China's DeepSeek AI model led to a significant 55.30% increase in related A-share stocks, contrasting with a decline of over 10% in Nasdaq and Taiwan's TSMC stock[15] - The U.S. initiated a global trade war, causing a sharp drop in A-shares by over 7% in early April, but the market rebounded due to increased buybacks and major shareholder purchases[15] Industry Performance - The non-ferrous metals and pharmaceutical indices led the market, with non-ferrous metals rising due to a surge in gold prices, which increased from $2,600 to $3,400 per ounce, a rise of over 30%[32] - The real estate sector continued to struggle, with ongoing debt issues and negative growth in financing and new construction areas[34] Risks and Concerns - Bank stocks have risen over 90% since 2023, despite a declining net interest margin, which fell to 1.43% in Q1 2025, below the non-performing loan ratio of 1.51%[37] - The surge in micro-cap stocks, with those under 30 billion yuan rising nearly 30%, raises concerns about market volatility and potential corrections[49] Regulatory Changes - A total of 23 stocks were delisted in the first half of 2025, marking a 64.29% increase from the previous year, indicating stricter enforcement of delisting rules[55]

Company Overview - Deep Blue Automotive officially launched the S05 620km long-range version on August 1, with three configurations priced between 129,900 and 149,900 yuan, offering up to 49,760 yuan in purchase incentives [2] - The S05 aims to compete in the 150,000 yuan pure electric SUV market, boasting a significant advantage with a 620km CLTC range and 3C supercharging technology, allowing for a 15-minute charge from 30% to 80% [2] - The vehicle features high safety standards, including CATL battery cells and a robust body structure made of 78% high-strength steel and aluminum, achieving a torsional rigidity of 35,000 N·m/deg [2] Industry Context - The 100,000 to 150,000 yuan market segment is highly competitive, with traditional fuel vehicles and electric vehicles sharing a market ratio of 70:30 [4] - Deep Blue Automotive has sold over 500,000 units and needs to strengthen its market position, particularly in the long-range segment, where competitors like Leap Motor are also launching models with over 600km range [4] - The launch of the 620km version fills a gap in the long-range market under 150,000 yuan and complements Deep Blue's range of extended-range vehicles [4] Strategic Initiatives - The S05 620km long-range version is a strategic move under the newly established China Changan Automobile Group, marking Deep Blue's first new model in this framework [4] - Deep Blue is positioned as a core engine for global expansion, with plans to enter over 100 countries by the end of the year, addressing the global demand for long-range and high-safety vehicles [5] - The launch aligns with Deep Blue's "Smart Leadership 2030" strategy, which includes over 100 billion yuan in R&D investment and aims to introduce 30 new models by 2030, with overseas sales expected to account for 35% of total sales [5]

Core Viewpoint - Singapore is welcoming cost-effective AI models like DeepSeek, as small countries and businesses also want to utilize AI without incurring high costs [1][2][3]. Group 1: AI Cost Considerations - Companies must weigh costs when considering the application of AI, making innovations like DeepSeek particularly appealing from a cost-reduction perspective [2][3]. - DeepSeek, a Chinese AI startup, demonstrated that it can train AI models comparable to top-tier models with significantly fewer resources, prompting investors to reassess the massive capital expenditures by tech giants in the AI arms race [3][4]. Group 2: Regional AI Development - Singapore is not adopting DeepSeek in its national AI development plan, but acknowledges that such models reflect a broader shift towards addressing needs outside the Western context [5]. - The primary language models are predominantly based on Western datasets, particularly English, which may not meet the linguistic needs of Southeast Asia, where hundreds of languages are spoken [6][7]. Group 3: Southeast Asia Language Integration - Singapore is leading the "Southeast Asia Language Integration Network" (SEA-LION) project, which involves a series of open-source language models trained in regional languages such as Vietnamese and Malay [8]. Group 4: Geopolitical Positioning - Singapore maintains a neutral stance between the US and China, expressing a desire for improved relations between the two powers while acting in its own interests [9][10]. - The country aims to learn from both the US and China in the field of AI, particularly in governance and application scenarios, leveraging China's extensive industrial base and application cases [11].