【钛媒体综合】2026年10月22日，国家发展改革委公布《对外投资管理办法》（以下称“新办法”），在制度上更好保障对外投资发展和安全。新办法自2026年12月1日起施行，届时2017年出台的《企业境外投资管理办法》（以下称《办法（2017）》）同步废止。近日，国家发展改革委有关负责同志就新办法回答了记者提问。
一、为什么要修订出台新办法？
对外投资即境外投资。《办法（2017）》施行以来，在高质量共建“一带一路”引领下，我国对外投资取得长足发展，流量从2017年1583亿美元增至2025年2136亿美元，存量从1.8万亿美元增至3.4万亿美元。对外投资促进中国产品、服务、品牌、标准等稳步“走出去”，境内投资者由此获得投资收益，众多从业者从中获得工作机会。重大标志性工程和“小而美”民生项目落地见效，实实在在促进了我国与投资目的国互利共赢、共同发展。与此同时，外部环境发生复杂深刻变化，单边主义、保护主义上升，局部冲突和动荡频发，对外投资发展面临的风险增多。
适应新形势，党的二十届三中、四中全会作出健全对外投资管理服务体系、有效实施对外投资管理等重要部署。2026年6月，国务院公布行政法规《国务院关于对外投资的规定》。为贯彻落实党中央和国务院决策部署，促进对外投资高质量发展，保护投资者及其对外投资合法权益，维护国家主权、安全、发展利益，国家发展改革委按照对标对表、问题导向、总体延续、衔接联动的思路，在深入调查研究、广泛征求意见的基础上，依法对《办法（2017）》进行修订，形成了新办法。
二、新办法如何更好契合对外投资发展实际？
《办法（2017）》主要面向境内企业以及非企业组织的对外投资。近年来，对外投资主体更加多元，形式更加多样。鉴于《国务院关于对外投资的规定》界定了对外投资的内涵和外延，与时俱进明确了投资者包括境内企业、其他组织和居民个人，新办法相应重申了投资者包括境内企业、其他组织和居民个人，进一步落实各类投资者的对外投资主体地位，完善服务和保护措施，支持投资者按照市场化原则开展对外投资活动。同时，新办法与现行制度作了衔接，投资者可以继续通过合格境内机构投资者、港股通、跨境理财通等渠道在境外金融市场投资。
三、新办法如何更好保护对外投资权益？
《办法（2017）》从保护对外投资有关人员、资产安全出发，设置了重大不利情况报告制度。近年来，少数国家（地区）采取歧视性措施，有的要求中方提供技术、数据或者处分股权、资产等，损害了中方权益。针对此类问题，新办法落实《国务院关于对外投资的规定》涉及对外投资保护的系列条款，完善了重大不利情况报告制度，设置了对外投资信息年度报告制度，覆盖了上述情形。投资者将上述情况告知管理部门，有助于合力保护对外投资权益。
四、新办法如何更好防范应对境外风险？
《办法（2017）》从防范应对境外风险出发，设置了大额非敏感类项目（也即境外再投资）情况报告、项目完成情况报告等制度。近年来，一些国家（地区）局势动荡、政策多变，政治、安全等风险上升。有的投资者对境外风险估计不足、应对不力，最终遭受损失。针对此类问题，新办法落实《国务院关于对外投资的规定》涉及对外投资监测预警和风险防范的系列条款，完善了境外再投资报告等制度，同时，面向少数金额大、关乎我国与有关国家外交关系的项目设置了前期工作情况报告制度。投资者将上述情况告知管理部门，有助于合力防范应对境外风险。
五、下一步如何实施好新办法？
新办法将于2026年12月1日起施行。国家发展改革委将会同省级政府发展改革部门等共同推进新办法实施有关工作。一是修订发布新版配套格式文本，进一步明确核准、备案、报告等环节需要提交的具体材料和相应的填报指南，以便投资者照章申报。二是更新发布对外投资常见问题解答，以便投资者把握政策要求。三是完善全国对外投资管理和服务网络系统，以便投资者线上咨询和办理业务。
钛媒摘声：
全世界几乎所有人对AI的重视程度和信仰都还不够，包括自己。随着GPT-6的发布，目前物理AI已经看到被击穿的苗头，很可能最近1-2年或2-3年；目前具身智能迈过ChatGPT时刻的最核心挑战是AI模型的输入输出和真实机器人的对齐。在商业服务的落地会比家庭、工业领域更快些。
——宇树科技创始人 王兴兴
说到泡沫，你想到的是先建设产能，然后期待需求出现。但在AI领域，你是在建设产能，同时希望自己能够跟得上需求。这与上世纪90年代电信泡沫等现象是“截然不同的局面”。黑石与Anthropic共同成立了AI咨询公司Ode，我们根本跟不上客户需求，需求增长近乎呈抛物线式。
——黑石集团总裁 Jon Gray
国内公司：
大模型公司DeepSeek拟在最新一轮融资中筹得约1000亿元人民币
10月22日，有市场消息称，国内大模型公司DeepSeek(深度求索)拟在最新一轮融资中筹得约1000亿元人民币(约150亿美元)，腾讯和宁德时代为本轮出资最多的投资方，交易预计在未来数日内正式完成。截至目前，DeepSeek及腾讯等相关投资方均未公开回应。从接近公司和投资方的多个信源交叉求证，确认上述消息属实。消息人士透露，本轮募资目标最初设定为500亿元，此后经多轮上调至约1000亿元，目前尚未官宣，最终金额仍未完全确定。这笔资金将继续用于模型训练、算力建设和人才招募，以支撑DeepSeek参与全球竞争。也有部分消息人士判断，本轮融资将为公司筹备中的科创板IPO铺平道路。
10月22日，针对 “iPhoneDuo微信不适配”现象，微信表示，正积极推进对苹果可折叠设备的适配，将尽快推出相关更新，并持续优化使用体验。有用户在社交平台分享iPhoneDuo使用微信的体验，其公开的照片显示，iPhoneDuo屏幕尺寸显示微信界面时，无法很好贴合。
10月22日，宁德时代董秘在某基金公司路演时被打的消息在网上热传，对此，有知情人士表示，该消息不实，董秘并未出席这场路演。
10月22日，据智元AGIBOT官博消息，智元AGIBOT WORLD 2026第四期具身推理数据集正式开源，这也是首个面向真实场景的Physical Agent开源数据集。本期数据集致力于将大模型推理能力真正植入具身智能体系，任务重心从 “操作难度” 升级到 “决策难度”，推动机器人从完成单一操作，进化到自主处理复杂真实任务。
10月22日，宇树科技董事长、总经理兼首席技术官王兴兴明确宇树科技三大未来布局方向：一是提升机器人大规模量产能力，适配未来千万级乃至亿级的市场需求；二是自研与合作并行，推进适配自身硬件的物理AI小模型落地；三是布局超大规模算力集群，筑牢技术迭代底座。同时，公司正在搭建机器人自进化体系，通过“AI自主研发—仿真训练—真实测试—反馈迭代”的闭环模式，替代传统人工调试路径，提升算法迭代效率。
原“死了么”APP公布收费标准，创始人回应：最高收费199元/年，由政府集中采购
10月22日，近日，“在么在么”（原“死了么”）App公布收费标准，引起关注。该App创始人吕功琛今日表示，“在么在么”App重点服务独居老人，软件系统分为1.0和2.0，“1.0系统99元/年，2.0系统199元/年，由政府集中采购，独居老人可免费安装、使用”。
吕功琛介绍，针对1.0系统，老人如果身体不适，点击相关按钮后，可通过短信以及电话等形式通知子女、伴侣、社区志愿者等，并把位置发送给对方，让他们尽快赶到事发现场提供帮助。2.0系统为“AIP安全网”，主要给社区街道的工作人员使用，“通过2.0系统，工作人员可以随时分析独居老人的安全状态，比如老人是否长时间不移动、长时间关机等，社区工作人员能重点关照部分高危老人。
吕功琛表示，这些付费功能还未面向社会售出，“是以政府集中采购，协助老人集中安装的模式运作的”。目前，该App在浙江一带推广，“下一步，我们也在尝试往广东、山东、甘肃等地进一步推广。”
国外企业：
10月22日，市场传闻eBay中国于本周启动新一轮人员调整，涉及上海等主要办公点，中国区裁员比例或已达80%。对此，eBay相关负责人回应称，公司昨日进行了全球人员调整，中国是其中一部分；80%的说法是臆测，CEO表示此次调整影响了全球9%的员工。该负责人还表示，网上有很多相关消息，但可以肯定的是，eBay并未关闭中国研发中心，也未退出中国市场；我们面向卖家的活动仍在稳步推进，12月还将举办年度汽配卖家盛会。
特斯拉电动车三季度储备订单创四年新高，目标2030年年产500万辆
10月22日，三季度业绩电话会上，马斯克表示特斯拉的目标是到2030年前后实现年产约500万辆汽车。他强调FSD（完全自动驾驶）是目前驱动需求的最核心因素，“市场上目前没有任何一款可购买的汽车能与FSD竞争”，需求增速已明显超过生产能力。财报显示，三季度特斯拉交付48.65万辆汽车，高于华尔街约46.11万辆的预期，环比增长1.3%，但同比下降约2%。库存指标明显改善，三季度特斯拉全球车辆库存为11天，低于二季度的15天和一季度的27天。公司表示，三季度末，乘用车积压订单达到四年来最高水平。
Meta：个人智能体Muse北美用户破千万，未来几年有望实现高额盈利
10月22日，扎克伯格在Meta三季度财报电话会上透露，过去一个半月内，美国和加拿大已有超过1000万人“创建了Muse个人智能体”，其中约25%的用户“每天都会使用”。扎克伯格表示，Meta预计Muse的计算成本效率将在未来一年内提高10倍。“如果计算效率在未来几年继续快速提高（我们认为这极有可能），那么Muse将在未来几年内实现高额盈利。”
英伟达推出AI工厂运维平台Minerva，可每小时分析数十亿个数据点
10月22日，英伟达推出AI运维平台Minerva，旨在通过整合基础设施与AI工作负载遥测数据，提前发现故障、提高GPU运行时间并提升AI工厂产出效率。该平台可每小时分析数十亿个数据点，识别异常、预测潜在故障，并将关联告警整合为可执行的故障处理事项。Minerva还配备原生AI助手，可通过自然语言查询集群运行状况并提供修复建议。英伟达表示，IREN已在使用该平台，Aolani、Bitdeer AI、IBM、Jio、Lambda、Quake AI和特斯拉计划部署；戴尔、联想和超微也将把Minerva纳入各自的AI工厂运维产品组合。
10月22日，特斯拉和英伟达将分别投资1.1万亿韩元和2.6万亿韩元，与三星电机合作建设用于人工智能（AI）芯片的下一代基板倒装芯片球栅格阵列（FC-BGA）生产设施。英伟达和特斯拉决定向三星电机工厂投资，原因在于作为AI芯片下一代基板的FC-BGA正成为新的供应链瓶颈。市场评价认为，此次合作将有助于三星电机巩固其在AI下一代基板市场的核心供应商地位。
10月22日，据报道，特斯拉董事会已成立一个由无利害关系董事组成的特别委员会，负责探讨进一步深化特斯拉与SpaceX关系的可能性，相关安排可能包括但不限于业务合并。
10月22日，Meta披露，截至9月30日，公司存在附带条件的云计算容量采购义务，未来五年采购金额最高可达147.2亿美元。
传媒大亨预言：SpaceX或向派拉蒙天舞投资多达100亿美元
10月22日，传媒大亨John Malone表示，SpaceX可能会向派拉蒙天舞投资80至100亿美元。他认为，两家公司的合作能减轻派拉蒙天舞的资产负债表压力，同时帮助SpaceX进军内容分发领域。Malone指出，埃里森曾帮助马斯克在2022年收购推特，之后又利用特斯拉股票为天舞（后合并入派拉蒙天舞）的创建提供资金。两人长期存在财务上的合作，因此为SpaceX和派拉蒙天舞的合作提供了良好的基础。
政策风向：
10月22日，工业和信息化部等八部门印发《产业基础能力提升“十五五”规划》。其中提出，推动人工智能赋能产业基础创新。加强产业基础领域通用大模型和行业大模型研发布局，推动工业机理与智能体决策模型融合，发展智能原生的基础产品，培育模型即服务、智能体即服务等新业态。加快人工智能在产品研发、设计仿真、中试验证、生产运营等全环节落地应用，提升过程管理、分析预测、决策执行智能化水平，加快产业基础创新迭代。
10月22日，国家广播电视总局印发《广播电视和网络视听“十五五”规划》。《规划》提出，建强多元立体传播渠道。支持重点网络视听平台本土化发展，提高海外市场占有率。支持微短剧出海，巩固海外市场领先优势。推动真人剧与AI剧双轨发展，打造“世界故事工厂”。组建微短剧出海产业联盟，建立行业出海信息共享、资源互通机制。引导头部平台、制作机构错位布局。
商务部：将研究出台更多领域务实政策举措，不断丰富健全出海服务
10月22日，商务部对外投资和经济合作司司长赵春峰在国新办新闻发布会上表示，当前我国对外投资合作业务规模不断壮大，截至2025年底，我国在境外共设立对外直接投资企业5.8万家，分布在全球189个国家和地区。下一步，将研究出台更多领域务实政策举措，聚焦法律、金融、物流等企业关注的重点领域，与相关行业主管部门深入沟通协作，不断丰富健全我们的出海服务。
10月22日，国务院新闻办公室今天举行“开局起步‘十五五’”系列主题新闻发布会。商务部有关负责人表示，“十五五”时期，我国将持续提升自贸试验区创新引领发展能级，为进一步深化改革开放、努力开创中国式现代化新局面贡献自贸力量。
据介绍，今年以来，我国深入实施自贸试验区提升战略，推动自贸试验区建设进一步优化布局、提质增效。今年4月，我国新设内蒙古自贸试验区，自贸试验区总数达到23个。我国不断优化完善自贸试验区数据出境负面清单管理制度，目前已经有北京、上海、广东等9个自贸试验区和海南自由贸易港制定发布了数据出境负面清单，涵盖了28个行业领域。
今年1—8月，23个自贸试验区进出口总额达8万亿元，实际使用外资1287.4亿元，同比分别增长36.7%和19.3%，占全国的23.1%和26.8%，为推动“十五五”良好开局作出了积极贡献。
10月22日，上海金融监管局印发《推动上海银行业保险业数字金融高质量发展的若干措施》。《措施》提出，加强科技型企业支持力度。在符合相关政策及风险偏好的前提下，进一步加大对科技型企业的支持力度，优化科技型企业授信审批服务，探索建立科技型企业智能审批授信模型，简化审批流程、压缩审批时限，有效提升科技型企业授信审批效率。对接科技金融领域数据，积极应用科技型企业资质认定、研发投入、知识产权、承担重大科技项目、主导产品等信息，提升科技型企业信用画像精准度。依托科技金融领域数据库及资金流信用信息等数据，绘制重点产业链图谱，开展产业链资金流动分析。结合长三角区域发展战略，鼓励研究开发面向中小型科技型企业的综合性科技保险产品，探索发展网络安全财产损失险、责任险等产品，为科技创新应用提供风险保障。
股市行情：
10月22日，摩根大通全球市场策略师Nikolaos Panigirtzoglou及其团队认为，半导体板块近期的下跌表明，大部分多头头寸已经平仓，其中也包括动量投资者的持仓。尽管短期逆风因素仍然存在，但上述持仓调整可能已经限制了市场进一步下跌的空间。摩根大通团队还讨论了近期令市场担忧的另一个问题：新云企业的融资风险。摩根大通认为，融资确实在一定程度上构成问题，但由于计算资源需求极为旺盛，相关企业有可能将融资成本上升的影响转嫁给终端客户。即使融资变得不可行，他也不认为资本支出与收入之间的时间错配会破坏整个行业的增长周期。
易方达、华夏、富国、汇添富基金各斥资2亿元自购，更多基金公司将加入自购行列
10月22日，首批主动ETF集中发行倒计时仅剩1天，基金公司自购力度再加码。10月22日，易方达基金、华夏基金、富国基金、汇添富基金等多家基金公司陆续公告，分别以固有资金2亿元认购旗下主动ETF。就在两天前，摩根基金率先公告了高达5亿元的自购计划。至此，在首批主动ETF募集环节，四家基金公司拟自购金额合计达13亿元。接下来还将有基金公司加入自购行列。在市场回调的当下，内外资基金公司纷纷开启自购，释放对A股市场和未来产品运作的信心。
10月22日，美的集团公告，公司于2026年3月30日召开第五届董事会第十三次会议，审议通过了《关于以集中竞价方式回购公司A股股份的方案》，同意公司以集中竞价交易方式回购公司部分已发行的A股股份，用于实施股权激励计划及/或员工持股计划，回购价格为不超过100元/股，回购金额为不超过130亿元且不低于65亿元，实施期限为自董事会审议通过回购股份方案之日起12个月内。公司于2026年3月31日披露了《关于以集中竞价方式回购公司A股股份方案的公告暨回购股份报告书》。公司于2026年4月29日召开第五届董事会第十四次会议，审议通过了《关于变更以集中竞价方式回购公司A股股份方案的议案》，同意将上述回购方案之回购股份用途从“用于实施股权激励计划及/或员工持股计划”变更为“用于依法注销减少注册资本”。上述回购方案变更事项已经2026年6月5日召开的2025年度股东会审议通过。截至2026年10月22日，公司累计回购1.38亿股，占公司总股本的1.81%，回购价格区间为73.66元/股至87.71元/股，累计使用资金112.26亿元（不含交易费用）。
震安科技：筹划收购深圳三维不低于51%股权，预计构成重大资产重组
10月22日，震安科技公告称，公司拟以支付现金方式购买唐浩然、易波合计持有的深圳市三维机电设备有限公司不低于51%股权，交易完成后标的公司将成为公司控股子公司。公司已与交易对方签署《收购意向协议》，本次交易预计构成重大资产重组，不涉及发行股份，不构成关联交易，不会导致公司控制权变更。标的公司主营散热产品、工装治具、精密零部件的研发生产与销售，应用于通信、新能源、数据中心等领域。本次交易尚处于筹划阶段，存在不确定性。
10月22日，宁德时代在港交所公告称，当日斥资近5亿元人民币回购227.1万股A股，每股回购价格为218.79-221.5元人民币。
龙蟠科技：拟出售子公司PT LBM 76%股权以应对美国法案限制
10月22日，龙蟠科技公告称，公司二级控股子公司LBM(AP)拟以3192万美元出售其持有的PTLBM76%股权至KINETIQ，交易涉及印尼年产9万吨磷酸铁锂正极材料工厂。本次交易旨在使PTLBM符合美国《大而美法案》下Non-PFE认定，保障北美客户供应。交易完成后，PTLBM将不再纳入公司合并报表范围。该事项尚需提交股东会审议。
其他重要内容：
前三季度智能网联汽车召回超2000万辆，被督促调查召回占比超七成
10月22日，国家市场监督管理总局质量发展局二级巡视员李常青今日在世界智能网联汽车大会上表示，中国汽车召回制度实施以来，累计实施汽车召回3200余次、涉及车辆超过1.2亿辆，其中受调查影响召回占比过半，充分彰显了监管部门主动发现风险、推动企业消除隐患的能力。今年1至9月，中国实施智能网联汽车召回617次、涉及车辆2039.38万辆，通过加大缺陷调查、开展行政约谈、现场调查和技术交流，督促调查召回1452.68万辆，占召回总数量的71.23%。他表示，鼓励企业在前沿技术上攀登高峰，更要把安全优先原则嵌入研发、验证、迭代全流程，杜绝牺牲安全性换取上市速度的短视行为，坚决防止追求热点、缺少场景验证的"激进式创新"上车。企业要严格履行事故报告和缺陷召回义务，严禁瞒报、漏报，绝不能让未经充分验证的产品匆忙上路。
10月22日，具身智能，正从实验室走向应用场景。在广东，会自己找位绑钢筋的机器人、贴着高楼外墙行走的清洗机器人，已悄然“上岗”。机器人进了工地，订单就跟着来了。广州某建筑机器人企业产线负责人表示，目前量产的六款机器人里，几乎款款都有订单在手，排期排到12月份，依然满足不了客户需求。国内订单在涨，海外也在放量。深圳另一家建筑机器人企业负责人表示，今年他们的产线同样满负荷运转，企业正在计划扩产，国内业绩收入增超50%，国外增超100%。数据显示，2023年国内建筑机器人市场不足80亿元，2025年快速攀升至186亿元，两年复合增速超52%；预计2026年突破280亿元，同比增长50%以上；到2030年，市场规模有望突破800亿元。
（本文综合自新华社、央视新闻、证券时报、中国基金报、上海证券报、新京报、第一财经等）
本文由 AI图鉴自动抓取并翻译，版权归原作者所有；如需查看原文请点下方链接。
On 22 October 2026, the Commission for National Development and Reform published the Foreign Investment Management Scheme (hereinafter referred to as the “New Approach”), which provides better institutional guarantees for the development and security of foreign investment. The new scheme came into effect on 1 December 2026, when the Offshore Investment Management Scheme for Enterprises (hereinafter referred to as the Scheme (2017)), introduced in 2017, was abolished simultaneously. In recent days, the National Commission for Development and Reform (CNDP) was responsible for responding to journalists' questions about the new approach.
I. Why revise the new approach?
Outward investment is foreign investment. Since the introduction of the Approach (2017), our outward investment has grown considerably, led by a combination of high-quality “one-way roads”, from $1583 billion in 2017 to $213.6 billion in 2025 and from $1.8 trillion to $3.4 trillion in stocks. The outward investment promotion of Chinese products, services, brand names, standards, etc. are steadily “learning out”, resulting in investment gains for domestic investors and job opportunities for many practitioners. Major landmark projects and “small and American” livelihood projects have proved to be effective and have contributed to our mutually beneficial win-win and joint development with the countries of destination. At the same time, the external environment has undergone complex and profound changes, with increased unilateralism, protectionism, localized conflicts and volatility, and increased risks to the development of outward investment.
In order to adapt to the new situation, the 20th Plenum of the Party ' s Third and Fourth Plenums made important deployments such as a sound system of OFDI management services and the effective implementation of OFDI management. In June 2026, the State Council published administrative regulations and regulations on outward investment. With a view to following up on the deployment of the Party's central and State Council decisions, promoting the development of high-quality foreign investment, protecting investors and their legitimate interests in foreign investment, and safeguarding the sovereignty, security and development interests of the State, the National Development and Reform Commission has developed a new approach, based on an in-depth study and broad consultation process, to amend the Approach (2017) by law.
How can new approaches be better aligned with outward investment development on the ground?
The Scheme (2017) is aimed primarily at outward investment by domestic enterprises and non-business organizations. In recent years, outward investment has become more diversified and diversified. In view of the fact that the State Council's provisions on outward investment define the content and scope of outward investment, and provide for the identification of investors, including domestic enterprises, other organizations and individual residents, the new approach accordingly reaffirms the position of investors, including domestic enterprises, other organizations and individual residents, further enforces the position of various categories of investors, improves services and protection measures and supports investors in carrying out outward investment activities in accordance with the principle of marketization. At the same time, the new approach is linked to the current system, whereby investors can continue to invest in offshore financial markets through channels such as qualified in-country institutional investors, port equity and cross-border finance.
How can new approaches better protect outward investment interests?
The Scheme (2017) sets up a system for reporting significant adverse situations from the point of view of protecting persons and assets involved in outward investment. In recent years, a small number of countries (regions) have adopted discriminatory measures requiring China to provide technology, data or dispose of shares, assets, etc., to the detriment of China. In response to such issues, the new approach implements the series of provisions of the State Council Regulation on OFDI relating to the protection of outward investment, improves the system of reporting on major disadvantages, and establishes an annual reporting system on outward investment information to cover the above-mentioned situations. Investors inform management of the above and help to work together to protect their foreign investment interests.
IV. How can new approaches better protect against offshore risks?
The Approach (2017) sets up a system of reporting on large quantities of non-sensitive projects (i.e., offshore reinvestments), project completion, etc., from the perspective of protection against offshore risks. In recent years, the situation in some countries (regions) has been volatile, policies have changed and political, security and other risks have increased. Some investors suffer from underestimation of, and inadequate response to, offshore risks. In response to such problems, the new approach implements the provisions of the State Council's regulations on outward investment relating to early warning of outward investment and risk prevention, and improves systems such as offshore reinvestment reporting, while at the same time establishing an advance reporting system for a few large-scale projects relating to our foreign relations with the countries concerned. Investors inform management of the above and help to work together against offshore risks.
V. How does next step implement the new approach?
The new scheme will take effect on 1 December 2026. The National Commission for Development and Reform will work with the provincial government to advance the implementation of the new approach. The first is to revise the new version of the publish companion format to provide further clarity on the specific materials to be submitted for approval, filing, reporting, etc., and the corresponding reporting guidelines for investors to file. The second is to update the frequently asked questions on publish OFDI so that investors can grasp policy requirements. Third is the improvement of the national system of OFDI management and service networks to allow investors to consult and conduct business online.
titanium pick:
Almost all the world's people, including themselves, do not attach sufficient importance and faith to AI. With GPT-6 ' s publish, Physician AI has now seen the saplings, most likely in the last 1-2 or 2-3 years; the most central challenge of the moment when you are smart enough to walk past ChatGPT is to match the input output of the AI model with the real robot. The landing of commercial services will be faster than in the household, industrial areas.
Wang Hing Hing Hing, founder of the technology
Speaking of foams, you're thinking about building capacity, and post-production is waiting for demand. But in the AI area, you're building capacity and hoping you can keep up with the demands. This is a “discretionary situation” with phenomena such as the telecommunications bubble of the 1990s. Blackstone, together with Anthropic, has set up Al Consulting Ode, and we can't keep up with our clients' demand, which is almost parabolic.
- President of Blackstone.
Domestic companies:
DeepSeek, LLM, will raise about RMB 100 billion in the latest round of financing.
On 22 October, market sources reported that the country ' s LLM company DeepSeek (Deep Search) intended to raise approximately RMB 100 billion (about $15 billion) in the latest round of financing, and that Tencent and the Ninde era were the largest investors in the current round, and that the deal was expected to be formally completed in the coming days. To date, there has been no public response from relevant investors such as DeepSeek and Tencent. This information is confirmed by cross-examination from multiple sources close to companies and investors. According to the source, the target for fund-raising in this round was initially set at $50 billion and has since been increased to about $100 billion through multiple rounds, which has not yet been declared and the final amount has not yet been fully determined. This funding will continue to be used for model training, numeracy and talent recruitment to support DeepSeek in global competition. Some sources have also concluded that the current round of financing will pave the way for the creation of IPOs in company preparation.
On 22 October, in response to the phenomenon of “iPhone DuoZ60Z incompatibilities”, WeChat stated that the adaptation of apple-replaceable equipment was being actively advanced and that the relevant updates would be introduced as soon as possible and the experience of its use would be optimized. Users share the iPhoneDuo experience of using WeChat on social platforms, and their public photographs show that the iPhoneDuo screen size does not fit well when it shows WeChat interfaces.
On 22 October, the news that the Ningde Times Secretary was beaten while on a road show at a foundation company was on the Internet, and informed sources indicated that it was false and that the Secretary did not attend the road show.
On 22 October, according to Jimoto AGIBOT, the fourth issue of Jimoto AGIBOT WORLD 2026, the official open source of the Drilling Data Set, was also the first Physical Agent open source data set for real scenes. The current data set seeks to truly embed LLM's reasoning capability into the body AI agent system, with the focus of the mission going from “operational difficulty” to “decision difficulty” and driving robots from single operation to autonomous handling of complex real task.
On October 22th, the President, General Manager and Chief Technical Officer Wang Hing Hing Hing Hing, the Director General of Wow tree technology, defined the three future directions of Wow tree technology: The first is the upgrading of robotic mass capacity to match future market demand of tens of millions to hundreds of billions; the second is self-study and cooperation, in parallel, to push down the physical AI small model that fits its own hardware; and the third is the layout of super-large-scale calculus clusters to secure the technological arcade. At the same time, the company is building a robotic self-evolutionary system to improve the efficiency of algorithms by replacing traditional artificial debugging paths through the closed loop model of "AI autonomous R & D - simulation training - real testing - feedback overlap ".
The original “Death” APP published the fee, the founder responded: a maximum fee of 199 yuan/year, which was centrally procured by the Government
On 22 October, recently, the publication of the charge rate by App was a cause for concern. The founder of the App today, Lu Kung-sung, stated that “Where is it?” App focuses on the elderly living alone, with software systems divided into 1.0 and 2.0, and that “1.0 systems for 99 yuan/year, 2.0 systems for 199 yuan/year, are centrally procured by the Government and can be installed and used free of charge by older persons living alone”.
For the 1.0 system, older persons who are ill, click on the relevant buttons, can notify their children, partners, community volunteers, etc. by text message and telephone, and send their location to each other so that they can help as soon as possible. The 2.0 system is an “AIP safety net” and is used primarily by community street workers. “A 2.0 system allows staff to analyse the safety of elderly persons living alone at any time, such as whether they remain mobile for long periods of time or are disabled for long periods of time, and community workers are able to focus on some high-risk elderly persons.
According to Lu, these paid functions have not yet been sold to society and are “functioning in the form of centralized government procurement to assist the elderly with centralized installation”. At present, the App is being promoted in the Zhejiang area, “next step, which we are also trying to further expand to Guangdong, Shandong and Gansu”.
Foreign enterprises:
On 22 October, a market rumor eBay launched a new round of staffing adjustments in China this week, involving major offices such as Shanghai, where the proportion of layoffs has reached 80 per cent. In response, eBay-related officials reported that the company had made a global staff adjustment yesterday, of which China was part; 80 per cent of the claims were hypothetical, and the CEO indicated that the adjustment affected 9 per cent of the global workforce. The Officer-in-Charge also stated that there was a lot of relevant information online, but it was certain that eBay had not shut down the China Research and Development Centre or withdrawn from the Chinese market; our activities towards sellers were continuing steadily, and that there would be an annual catering event in December.
The Tesla electric vehicle stock order was four years high, with a target of 5 million units by 2030
On 22 October, at a three-quarter performance teleconference, Mask indicated that Tesla ' s goal was to produce approximately 5 million vehicles per year by around 2030. He stressed that the FSD (full self-driving) was the most central driver of demand at present, and that “no single vehicle available in the market currently competes with the FSD” and that demand had grown significantly faster than production capacity. According to the press, Tesla delivered 486,500 vehicles in the third quarter, an increase of 1.3 per cent in the ring compared to the expected 461,000 on Wall Street, but a decrease of approximately 2 per cent over the same period. Inventory indicators have improved significantly, with a global vehicle stock of 11 days in Tesla in the third quarter, down from 15 days in the second quarter and 27 days in the first quarter. According to the company, at the end of the three quarters, the backlog of road traffic orders reached its highest level in four years.
Meta: Personal AI agentMuse North American users are over 10 million and are expected to achieve high profitability in the coming years
On 22 October, Zuckerberg revealed at a telephone conference in Meta's third quarter, that in the past month and a half more than 10 million people in the United States and Canada had “created Muse individual AI agent”, of which about 25 per cent were “used daily”. According to Zuckerberg, Meta expects that the calculated cost-efficiency of Muse will increase tenfold in the coming year. “If computing efficiency continues to improve rapidly in the coming years, which we believe is highly likely, then Muse will achieve high profitability in the coming years.”
In Weida launched the AI factory platform Minerva, which analyses billions of data points per hour.
On 22 October, Weida launched the AID platform Minerva, which aims to improve the efficiency of the AI plant by integrating infrastructure and AI load telemetry data, early detection of malfunctions, improved GPS running time and improved output efficiency. The platform allows for the analysis of billions of data points per hour, the identification of anomalies, the prediction of potential failures and the consolidation of associated alarms into enforceable failure management matters. Minerva is also equipped with a Native AI assistant who can query the operation of the cluster in natural languages and provide advice on its rehabilitation. According to Yin Weida, IREN is already using the platform, and Aolani, Bitdeer AI, IBM, Jio, Lambda, Quake AI and Tesla are planning to deploy; Dell, ISP and beyond will also include Minerva in their respective AI plant transport packages.
On October 22, Tesla and In Weida will invest 1.1 trillion won and 2.6 trillion won, respectively, in the construction of the FC-BGA production facility for the next generation base plate for the AI chip. In Weida and Tesla decided to invest in the Samsung electric power plant because the FC-BGA, which is the next generation base of AI chips, is becoming a new supply chain bottleneck. The market evaluation concluded that the collaboration would help the Samsung power plant consolidate its position as a core supplier in the next generation of the AI base market.
On 22 October, it was reported that the Tesla Board of Directors had established a special committee of non-interested members to explore the possibility of further deepening Tesla ' s relationship with SpaceX, with arrangements that might include, but are not limited to, operational consolidation.
On 22 October, Meta disclosed that, as at 30 September, the company had a conditional cloud capacity purchase obligation, which could amount to up to $14.72 billion over the next five years.
Media tycoon prophecies: SpaceX or investing up to $10 billion in Piramons
On 22 October, media tycoon John Malone indicated that SpaceX might invest between $8 and $10 billion in Piramon. In his view, the cooperation between the two companies could alleviate the balance sheet pressure of the Paramount dance while helping SpaceX to advance into the distribution of content. Malone stated that he had helped Mask acquire Twitter in 2022, and then used Tesla stocks to finance the creation of sky dances (which were then merged into Paramount). The long-standing financial cooperation between the two provided a good basis for the cooperation between SpaceX and Paramount.
Policy direction:
On 22 October, eight departments, including the Ministry of Industry and Information Technology, published the “Fifty Five” Plan for the Improvement of Industrial Infrastructure. It proposes to promote the fundamental innovation of the artificial intelligence enabling industry. Strengthening the General LLM in the field of industrial infrastructure and the LLM Bureau of Industrial Research publish, promoting the integration of industrial machinery with the AI agent decision-making model, the development of intelligent primary products, and the development of new business practices such as models such as services, AI agent or services. Accelerated application of artificial intelligence throughout product development, design simulation, medium test certificates, production operations, upgrading process management, analysis of predictions, decision-making and implementation of intellectualization, and accelerating the iterative process of innovation in the industrial base.
On 22 October, the National Radio and Television Authority published the “Fifty Five” Plan for Radio, Television and Video Networks. The Plan proposes the establishment of strong, pluralist channels of communication. Support for the development of audio-visual flat script in priority networks to increase market ownership abroad. Supporting the development of micro-tramas and consolidating the leading advantage of overseas markets. To promote the twin-track development of real and AI dramas and to build the World Story Factory. Establishment of the Micro-Study Out-of-Sea Industry Alliance and mechanisms for information-sharing and resource-sharing among industries. I'm not sure what I'm talking about.
Department of Commerce: more practical policy initiatives will be developed in more areas to continuously enrich sound offshore services
On 22 October, the Head of the External Investment and Economic Cooperation Department of the Ministry of Commerce, Zhao Chunfeng, at a meeting with publish, said that our foreign investment cooperation operations were currently growing in size and that, by the end of 2025, we had 58,000 foreign direct investment enterprises in 189 countries and territories. next step will examine more practical policy initiatives in the areas of law, finance, logistics, etc., focusing on the priority areas of concern for businesses, and will work in depth with relevant industry authorities to continuously enrich and improve our access to the sea.
Today, 22 October, the Press Office of the State Council held a news conference publish on the theme “Fifty-five” series. The relevant head of the Ministry of Commerce has stated that during the “Fifty-five” period, the country will continuously upgrade the RTZ's innovation-led development capacity and contribute to further deepening reform and openness and working towards a new modern China.
It was described that, since the beginning of the year, we have been further implementing the FTA Upgrading Strategy, which promotes the further optimization of the FTA and the introduction of efficiency gains. In April this year, we established a new Inner Mongolia Free Trade Test Zone, bringing the total to 23. We have continuously refined the system for the management of negative exit lists of data from FTAs, and now have publish in nine FTAs in Beijing, Shanghai, Guangdong and Hainan Free Trade Ports, covering 28 sectors.
Between January and August of this year, the total imports and exports of 23 FTAs amounted to RMB 8 trillion, and the actual use of foreign investment amounted to RMB 12,874 million, an increase of 36.7 per cent and 19.3 per cent, respectively, representing 23.1 per cent and 26.8 per cent of the country's total, thus making a positive contribution to the “Fifty-five” good start.
On 22 October, the Shanghai Financial Supervisory Authority issued a number of measures to promote the high-quality development of digital finance in the banking sector in Shanghai. The Measure proposes to strengthen support for science and technology enterprises. In line with policies and risk preferences, support for science and technology enterprises has been further strengthened, the services for technology-based enterprise approval and approval have been optimized, and the establishment of a technology-based enterprise smart approval and approval model has been explored, the approval process has been simplified, the time frame for approval has been reduced and the efficiency of technology-based enterprise approval and approval has been improved. (c) To improve the accuracy of the credit image of science- and technology-based enterprises by matching data in the area of science and technology finance with information on qualifications, research and development inputs, intellectual property rights, undertaking major scientific projects and leading products. The analysis of financial flows in the industrial chain is carried out using data such as databases in the field of science and technology finance and credit information on financial flows. In the context of long-term triangular regional development strategies, research and development of comprehensive science and technology insurance products for small and medium-sized enterprises is encouraged, and the development of products such as cyber-security insurance against property losses, liability insurance, etc. is explored to provide risk assurance for STI applications.
Stock market:
On 22 October, the Morgan Chase Global Marketplace strategist Nikolaos Panigirtzoglou and his team concluded that the recent fall in the semiconductor plate showed that most of the multiple positions were in a state of calm, including the holding of dynamic investors. Although short-term counterwind factors still exist, the above-mentioned silo adjustment may have limited the scope for further market decline. The Morgan Chase team also discussed another recent market concern: the financing risks of new cloud enterprises. According to Chase Morgan, financing does pose a problem to some extent, but because of the great demand for resources, it is possible for the enterprises concerned to shift the impact of the rising cost of financing to end-users. Even if financing became unworkable, he did not believe that the time mismatch between capital expenditure and income could undermine the growth cycle of the entire industry.
Fantas, Huasha, Rich, Rich, Rich Fund each buys $200 million, and more fund companies will join in.
On 22 October, only one day remained before the first roll-out of the initiative, ETF, and the Foundation increased its self-purchase efforts. On 22 October, a number of fund companies, such as the Fanta Fund, the Huasha Fund, the Rich Fund and the Fund, announced that they were taking the initiative of the ETF under a pledge of $200 million, respectively. Just two days ago, the Morgan Foundation pioneered a self-purchase plan of up to $500 million. As a result, in the first active ETF collections, four fund companies had proposed out-of-pocket purchases totalling 1.3 billion yuan. This will be followed by a self-purchase by the Foundation. In the immediate aftermath of the market reversals, domestic and foreign funders opened up their own purchases, unleashing confidence in the A stock market and future product operations.
On 22 October, the United States Group announced that the company had convened the thirteenth meeting of its fifth board of directors on 30 March 2026 to consider the adoption of the Programme for the Repurchase of Company A's Shares by Pooled Bidding, and agreed that the company would repurchase part of the company's A shareholdings by way of a centralized bid for the purpose of implementing an equity incentive scheme and/or an employee's equity scheme at a return price not exceeding $100 per share, for a period not exceeding $13 billion and not less than $6.5 billion, for a period of 12 months from the date of the Board's consideration of the repurchase of shares programme. On 31 March 2026, the company disclosed the Bulletin and Report on the Repurchase of Company A Shares by Pooled Competition. At the fourteenth meeting of its fifth board of directors, held on 29 April 2026, the company considered and adopted a bill on changes to the programme for the repurchase of company A shares by way of centralized bidding, agreeing to change the purpose of the repurchase of shares in the repurchase programme from “for the implementation of the equity incentive scheme and/or the staff holding scheme” to “for the legal cancellation of reduced registered capital”. The above-mentioned change in the buy-back programme was considered for adoption at the 2025 shareholders ' conference held on 5 June 2026. As at 22 October 2026, the company had accumulated buy-backs of $138 million, or 1.81 per cent of the company ' s total equity, and had repurchase price ranges ranging from $73.66 to $87.71, with cumulative use of funds of $1,1226 million (excluding transaction costs).
Seismic Technology: Planning for the acquisition of 3-dimensional shares in Shenzhen, not less than 51 per cent, is expected to constitute a major asset restructuring
On 22 October, the SWAT announcement stated that the company intended to purchase no less than 51 per cent of the shares of Shenzhen City 3-D Electric Equipment Ltd., which was co-possessed by Tang in a cash payment, and that the company after the completion of the transaction would become the company ' s holding subsidiary. The company has signed an Purchase Intent Agreement with the counterparty of the transaction, which is expected to constitute a major asset reorganization that does not involve the issuance of shares, does not constitute a related transaction and does not result in a change of control of the company. The target company is responsible for the production and sale of bulk-heat products, plant treatment kits and sophisticated parts for use in such areas as communications, new energy sources and data centres. The transaction is in the planning stage and there is uncertainty.
On 22 October, Ninde-era Hong Kong government announced that nearly RMB 500 million had been repurchased on that day for 22.771 million shares of Unit A at a cost of RMB 218.79-221.5 per share.
Dragon Technology: 76% of the shares of the subsidiary PT LBM to be sold in response to United States Act restrictions
On 22 October, the Yongju Technology Bulletin stated that LBM (AP), the company ' s second-tier holding subsidiary, intended to sell 76 per cent of its PTLBM holdings to KINETIQ at a cost of $31.92 million, and that the deal involved Indonesia ' s annual production of 90,000 tons of lithium phosphate orthodox materials. The deal was to bring PTLBM into line with the Non-PFE decision under the United States Greater United States Act to guarantee North American customer supply. Upon completion of the transaction, PTLBM will no longer be included in the corporate consolidated statement. The matter has yet to be referred to the shareholders ' conference for consideration.
Other important elements:
In the first three quarters, more than 20 million smartnet cars were called back, and over 70 per cent were ordered back to the investigation.
On 22 October, Li Changqing, Second Inspector of the Quality Management Authority of the General Directorate of State for Market Supervision, stated at the World Intellectual Network Consortium Automotive Congress today that since the introduction of the Chinese vehicle recall system, more than 320 million vehicles have been recalled cumulatively, including more than half of the 120 million vehicles that have been subject to investigation, thus fully demonstrating the ability of regulators to proactively identify risks and drive businesses to eliminate hazards. From January to September this year, China implemented 617 recall calls involving 20,3938,000 vehicles, urging 1,4,528,000, or 71.23 per cent of the total number of such recalls, by intensifying fault investigations, conducting administrative interviews, on-site investigations and technical exchanges. He stated that enterprises were encouraged to climb the technological peaks at the front, and that the safety priority should be embedded in the R & D, validation, iterative processes, to eliminate short-sighted behaviour that sacrificed safety in exchange for market speed, and to resolutely prevent "radical innovation" in pursuit of hot spots and lack of proof of scenes. Enterprises must strictly comply with their obligation to report accidents and to call back defects, and must strictly refrain from underreporting or underreporting, and must not allow products that have not been fully certified to be rushed.
On 22 October, smart people were moving from laboratories to applications. In Guangdong, a cleaning robot, attached to a steel band, walking against the outer wall of a high building, is “on board”. The robot entered the site, and the order came. According to the director of a construction robot company in Guangzhou, almost all six of the robots currently produced have orders in hand and are scheduled until December and still do not meet the needs of their clients. Domestic orders are rising, and they are being released overseas. Another construction robot business director in Shenzhen stated that their production lines were also running at full capacity this year, that companies were planning to expand their production, that domestic performance revenues had increased by more than 50 per cent and foreign revenues by more than 100 per cent. According to the data, the domestic construction robot market was less than 8 billion yuan in 2023, rising rapidly to 18.6 billion yuan in 2025, with a two-year composite growth rate exceeding 52 per cent; it is expected to reach 28 billion yuan in 2026, an increase of more than 50 per cent over the previous year; and it is expected to reach 80 billion yuan by 2030.
(Consolidated from Xinhua, Zonghu News, Securities Times, China Foundation, Shanghai Securities, New Kyoto, First Financial Bank, etc.)
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