死亡飞车

Foreign financial institutions bullish on China's hard-tech growth momentum_我的网站

苹果官网

A | AI摘要厦门发布全省首个外卖配送行业公约，聚焦算法优化、交通安全、食安保障与骑手权益，推动平台自律与行业共治，构建规范有序、温暖可持续的配送生态。近日，在市市场监管局、市人社局、市公安局交警支队联合指导下，中共厦门市市场监管局“小个专”及网约配送员群体委员会发布全省首个外卖配送行业公约——《厦门市外卖配送行业公约》。

Visitors interact with a robot from Unitree Robotics during the sixth China International Consumer Products Expo (CICPE) in Haikou, south China's Hainan Province, April 14, 2026. (Xinhua/Gao Jing)Foreign financial institutions are finding a stronger investment case in China's hard-tech industries as breakthroughs in AI, semiconductors, and advanced manufacturing are driving more exports, higher earnings, and growing interest from global investors.
China's high-tech exports surged over 50 percent year on year in July, well ahead of the 17.8-percent growth in total exports, customs data showed. The export gains are being mirrored in investment flows, with foreign funds moving into Chinese technology stocks and global indices adding newly listed hard-tech companies.
Rob Subbaraman, head of global macro research and co-head of global markets research at Nomura, said China's low-cost and abundant electricity supply, growing talent pool and early lead in physical AI are driving the rapid development of its AI industry chain.
China's development of open-weight models could accelerate their adoption by businesses, allowing productivity gains from AI as a general-purpose technology to spread more quickly across the economy, he said, citing models from Chinese firms including DeepSeek and Moonshot AI.
"The lower cost of these models was another advantage," he said, adding that the benefits could extend beyond China, particularly to emerging markets that could adopt cheaper Chinese AI models.
China's strength in advanced manufacturing has also become increasingly evident, said Robin Xing, chief China economist at Morgan Stanley, pointing to China's roughly half share of global installed new energy storage capacity and the rapid growth in outbound licensing deals for innovative drugs. These trends, he said, underpin the long-term investment case for China's hard-tech sector and leading manufacturers.
These strengths are increasingly being reflected in foreign investors' allocation decisions. This year, Goldman Sachs has twice raised its 12-month target for the CSI 300 on improving earnings momentum, and retained an overweight view on Chinese equities.
Kinger Lau, chief China equity strategist for Goldman Sachs Research, said the bank's positive view reflected improving earnings momentum, favorable macroeconomic and liquidity conditions. A-share equities offered international investors diversification benefits that remained underappreciated, along with attractive exposure to hard-tech and AI themes, he added.
Individual companies are drawing overseas interest too.
ChangXin Memory Technologies surged 465.82 percent on its debut on Shanghai's STAR Market last month, reaching a market capitalization of more than 3.2 trillion yuan (about 471.28 billion U.S. dollars).
U.S.-based Tema ETFs made the chipmaker a top holding at a 10.56 percent weight on its debut day, while MSCI officially added it to its China All Shares Index on Monday under a fast-track rule for large IPOs.
Robotics is where the enthusiasm is most visible. Unitree, set to become China's first mainland-listed humanoid robot maker, priced its Shanghai IPO at 150.8 yuan a share, representing 10 percent of its post-offering share capital. The offering is expected to raise about 6.1 billion yuan in gross proceeds.
That optimism, however, exists alongside broader economic pressures. Nathan Chow, senior economist at DBS Bank, said the imbalance between relatively strong supply and weak demand remained pronounced, with household consumption and some companies' profitability still under pressure.
Investment in infrastructure could help offset the weakness in private investment in the near term, while lowering logistics and energy costs and improving the efficiency of resource allocation over the longer term, Chow said. It could also strengthen supply chains and reduce the economy's exposure to external shocks and geopolitical risks, he added.
The implementation of policy measures would be key to sustaining the recovery in the second half of this year, analysts noted.
Economic management requires both easing the brakes and stepping on the accelerator, said Song Yu, chief China economist at UBS Securities, adding that faster fiscal spending and the use of bond proceeds, additional policy support and better coordination between fiscal and financial policies are needed, alongside measures to remove barriers to household consumption and improve the business environment.
"With stronger policy support and measures taking effect, China's economy is expected to maintain a steady recovery in the second half of the year," Chow said.
。美团外卖、淘宝闪购、京东外卖三大平台现场签约，各平台配送合作商同步作出自律承诺，标志着我市外卖配送行业正式从“政府单向监管”迈向“行业共治自治”新模式。此次发布的行业公约聚焦算法压力、交通安全、食品安全、行业竞争、骑手权益五大民生痛点，以自律规范补齐治理短板，旨在实现为骑手减负、为食安加锁、为道路减压，推动全市外卖行业规范有序、健康高质量发展。行业公约突出党建引领行业治理，要求强化网约配送行业党组织建设，引导骑手党员亮身份、亮职责、亮承诺，发挥先锋模范作用。同时，压实平台和配送企业主体责任，明令禁止恶意抢单、相互抹黑、不正当竞争等行为，引导企业守法诚信经营，营造公平有序的市场环境。针对社会广泛关注的算法焦虑问题，行业公约明确摒弃“最严算法”，推行科学适度的考核机制。要求平台合理设定订单量、配送时限、准时率等考核指标，结合天气、路况等客观情况弹性放宽配送限制，建立健全申诉补时机制。同时优化派单与路线规划，严控订单饱和度，完善薪酬分配制度，保障专职骑手合法收入，让骑手配送更从容。安全治理方面，行业公约致力于构建“交通+食安”双重防护体系。交通安全上，落实骑手岗前必训、每月轮训制度，从严整治闯红灯、逆行、不佩戴安全头盔、违法改装车辆等行为，建立交通违法教育惩戒、停单整改闭环机制，通过专属管理系统及时反馈整改情况，减少道路安全隐患。食品安全上，压实配送环节主体责任，统一送餐服务标准，常态化开展食安培训，严防配送过程食品污染。

B | 在骑手权益保障上，行业公约细化暖心举措，健全多层次保障体系。督促企业为劳动关系骑手依法缴纳社保，扩大灵活就业骑手职业伤害保障覆盖面，探索多元商业保险方案。同时，持续优化从业环境，推进骑手驿站、智能取餐柜建设，支持组建行业工会，畅通骑手诉求渠道，常态化开展帮扶关爱。（厦门日报记者陈泥通讯员卢腾）。

Current article:http://w2f3u.tichannangenzhuchuapin.cfd/99xour/btcbr.html

Published on:03:41:56