Core Viewpoint - Changqing Group plans to invest 571 million yuan in the Maoming Changqing cogeneration project phase II and supporting pipeline engineering to meet the steam demand of Sinopec Maoming's expansion and its downstream industries [1][2] Investment Details - The investment for the cogeneration project phase II is approximately 200 million yuan, while the supporting pipeline engineering investment is about 371 million yuan [1] - The total investment of 571 million yuan for the phase II project has a significant portion (65%) allocated to pipeline engineering, reflecting the company's "light asset" operational strategy [2] Strategic Importance - The Maoming project is a key move for the company’s strategy of expanding non-electric income and transitioning to a light asset model, showcasing greater development potential compared to the Mancheng project [1][2] - The project is positioned in a leading integrated refining and chemical industry base, enhancing the company's competitive edge [2] Customer Diversification - The Mancheng project serves 65 paper enterprises with an annual steam consumption of approximately 4 million tons, and the company is actively diversifying its customer base beyond the paper industry [1] - The Maoming project aims to attract high-quality clients, including major enterprises like Maoming Petrochemical and BASF, further enhancing its customer diversity [1][2] Future Growth Potential - The construction of the Maoming project is expected to become a profit growth driver for the company's energy service segment, especially with the capacity release from leading enterprises [3] - The project is anticipated to serve as a replicable benchmark for expanding energy services in more national-level industrial parks [3]

Core Insights - Oriental国信 has launched a big data solution based on Huawei's Kunpeng architecture, showcasing its commitment to technological innovation and collaboration with Huawei [1][2] - The company has developed a comprehensive technology system integrating big data, AI, cloud computing, industrial internet, and 5G, enhancing its competitive edge in the market [2] - Oriental国信 is expanding its collaboration with Huawei in general computing, focusing on the application iteration of Kunpeng chips [4] Group 1: Big Data Solution - The newly launched big data solution integrates Kunpeng hardware, openEuler, Kunpeng DevKit, and Kunpeng BoostKit, allowing for a unified codebase and streamlined development across platforms [1] - Performance optimizations include operator acceleration, HBase secondary indexing, parameter tuning, and Ceph storage acceleration [1] Group 2: Technological Advancements - The company has established a full-link capability in big data, covering data collection, storage, governance, and application operations [2] - The edge computing platform and Cloudiip-Link gateway products significantly reduce business latency by processing data at the network edge [2] - The enterprise-level data governance platform focuses on data standardization, enabling clients to maximize data value [2] Group 3: AI and Cloud Computing - Oriental国信 has built an integrated ecosystem for large models, including a training and inference platform, addressing industry-specific challenges [3] - The BONCLOUD platform offers a comprehensive solution for enterprise IT services, catering to various cloud needs [3] - The AI computing center leverages data center resources to support high-demand scenarios such as generative AI and large model training [3] Group 4: Future Collaboration - The company aims to deepen its partnership with Huawei, focusing on the technical application iteration of Kunpeng 950 and 960 chips [4]

中车四方文化科技馆由历史文化馆和科技体验馆两部分组成。历史文化馆以四方机厂百年发展历程为线 索，系统呈现中国铁路工业的发展脉络，展示历史文化、红色文化、工业文化、创新文化与精益文化， 展馆通过实物展品、影像资料和互动装置，再现早期工人运动的热血场景，讲述铁路人艰苦奋斗、敬业 奉献、精益求精的精神故事，让观众在回望历史中感受工业文明的积淀。 展馆所在的中车四方智汇港园区依托工业遗产保护、城市更新与中车产业优势，吸引文化科技领域优质 企业集聚，构建文化+科技+制造产学研用协同创新体系，为工业文旅的长效发展提供支撑。 中证报中证网讯(记者刘丽靓)9月28日，中国中车（601766）首个工业文旅项目——中车四方文化科技 馆在青岛启幕。该馆是中国首个以"高铁"为主题的探索互动型科技展馆，不仅是速度密码的探索地，更 是尖端技术与中国精神的交融场，为全球游客打开了一扇近距离感知中国高铁魅力、读懂中国工业文明 的全新窗口。 科技体验馆以"高铁科技"为主题，以"点燃少年探索之火"为目标，将复杂的工程原理转化为生动的互动 体验。展馆设置了"极创领跑""极速之梦""极效智造""极致探秘""极达未来"和"火车乐园"等展厅，涵盖 高铁 ...

Core Viewpoint - BYD's Tengshi Automotive has launched the pre-sale of its new six-seater SUV, Tengshi N8L, with a price range of 319,800 to 349,800 yuan, targeting family-oriented consumers [1] Product Positioning - Tengshi N8L and Tengshi N9 are aimed at different market segments, with N9 positioned as a technology and safety flagship SUV, while N8L focuses on safety and luxury for families [1] Interior Design - The interior of Tengshi N8L has been optimized for family travel, featuring heated third-row seats, independent air conditioning vents, adjustable angles, and a sliding capability of 100mm [1] Performance Specifications - The entire Tengshi N8L lineup is equipped with the "Easy Three-way" system, featuring a dedicated 2.0T efficient engine and a three-motor power combination, achieving a 0-100 km/h acceleration in 3.9 seconds [1] - The chassis utilizes a "front double wishbone + rear five-link suspension" setup, along with the Yun Nian-A intelligent air body control system, which includes dual-chamber air suspension and intelligent road preview technology [1] Safety Features - Tengshi N8L includes a high-speed tire blowout stability control system, low-friction road stabilization, and a rain and snow mode to handle slippery road conditions [1] Intelligent Technology - The SUV is equipped with the end-to-end Tian Shen Zhi Yan B-auxiliary driving laser version for enhanced intelligent driving capabilities [1]

Core Viewpoint - Chongqing Yulong Optoelectronics Technology Co., Ltd. has signed a joint venture agreement with South Korea's Neulomeca Robotics to establish a company focused on the research, manufacturing, and global market expansion of industrial collaborative robots and humanoid robots [1][2]. Group 1: Joint Venture Details - The joint venture will integrate core resources from both companies, creating a comprehensive system covering "R&D - production - sales" [2]. - Neulomeca is a leading enterprise in the collaborative robot sector in South Korea, with full-stack independent R&D capabilities, and its INDY series robots are already used by global giants like Samsung and Hyundai [2]. - Yulong Optoelectronics has over ten years of experience in the smart display control field, serving major clients such as BOE and BYD, and possesses mature smart manufacturing management experience and supply chain integration capabilities [2]. Group 2: Strategic Development - The collaboration is a key move for Yulong Optoelectronics to optimize its business structure, creating a "dual-engine" development model by complementing its existing smart control boards and precision functional devices with the new robotics business [3]. - The introduction of Neulomeca's core technology and R&D team is expected to accelerate Yulong's technological expansion and strengthen its independent innovation capabilities, forming a differentiated competitive barrier [3]. - The joint venture will be headquartered in Chongqing Liangjiang New Area, which is part of a "trillion-level smart industry cluster" initiative, with local government support for the project [3]. Group 3: Future Outlook - The joint venture aims to develop robots for industrial scenarios such as new energy vehicles, semiconductors, and photovoltaics, while also exploring humanoid robots for commercial, consumer, and healthcare applications [2]. - The plan includes establishing a global R&D and production network, with the goal of creating a globally competitive robotics industry platform through technology transfer and market expansion [3]. - The partnership represents a strategic extension for Yulong Optoelectronics from being a "smart display control expert" to a "smart equipment solution provider," laying a solid foundation for long-term stable development [3].

转自：中国证券报·中证网 业内分析指出，卡萨帝此次用户共创C生活场景的落地，标志着高端家电行业正式进入"场景价值竞 争"新阶段。从最初打破外资品牌垄断、开创高端家电新品类，到主导行业标准制定，再到如今构建"用 户-品牌-场景"共创生态，卡萨帝的发展路径夯实了其自身"高端第一"的地位，也推动中国高端家电 从"产品出口"向"生活方式输出"升级。 不同于传统家电发布会聚焦产品参数，卡萨帝此次将"用户"推至核心C位。活动现场，5位用户代表 以"C生活主理人"身份，与品牌共同发布6大C生活场景，直观呈现高端家电如何融入日常、解决差异化 需求。 据了解，作为海尔智家高端品牌，卡萨帝自创立以来便以"推动中国高端家电破局"为使命，目前已连续 9年稳居高端家电市场市占率第一，为超2000万用户提供高端生活解决方案。此次用户共创模式进一步 强化了其与消费者的深度链接。 截至目前，卡萨帝已参与制定国际标准82项、国家标准402项、行业标准200项，斩获4项中国专利金 奖，成为高端家电行业技术创新与标准制定的"双引领者"。 中证报中证网讯（记者 张鹏飞）9月27日，海尔智家旗下高端品牌卡萨帝以"智由AI起，艺从东方来"为 主题，在北 ...

9月28日，国家数据局举办"数据要素×"系列新闻发布会（第三场），国家数据局新闻发言人栾婕表 示，"数据要素×"三年行动计划启动以来，各地紧扣国家部署要求、立足区域发展实际，认真落实、高 效推进，整体呈现出三个"更"的特点。 实数融合深入，乘数效应更加澎湃。栾婕表示，各地立足自身资源禀赋，加速推进数实深度融合，发挥 数据要素的放大、叠加、倍增作用，既让传统产业"发新枝"，又让新兴产业"长成林"。许多地方结合数 据标注基地、数据产业集聚区建设，推动数据企业发展壮大。下一步，将继续支持地方深化实数融合， 释放数据要素乘数效应，加快形成以数据要素为引擎的新质生产力，助力地方高质量发展。 支持政策有效，行动落实更有保障。栾婕表示，各地加强政策对接，结合实际完善政策，不断夯实"数 据要素×"行动实施政策保障。截至目前，山东等10多个省市已经出台了"数据要素×"行动整体或者具体 领域工作方案，配套制定了财政资金奖补等专项支持政策。下一步，将指导地方持续推进行动走深走 实，全面完成行动任务和目标。 基层探索有力，价值释放图景更加显现。栾婕表示，各地统筹推进试点建设、大赛牵引、案例推广、场 景指引等工作，因地制宜探索数据要素 ...

Group 1 - GAC Trumpchi recently held a user co-creation conference for the launch of the new Trumpchi Xiangwang S7 Pro+ series, focusing on user feedback and needs for intelligent experience, battery life, and comfortable cabin [1] - The Xiangwang S7 series is based on extensive user research, with the team visiting 980 real car owners across 31 cities to gather insights on product configuration and experience improvements [1][2] - The new series features Qualcomm Snapdragon 8295P chip, a new PAD-style vehicle interface, and supports up to 10 years of system updates, integrating mobile ecosystems into the vehicle [2] Group 2 - The Xiangwang S7 is equipped with advanced driving assistance technologies, including variable focus and mid-range laser radar, achieving centimeter-level detection accuracy and scanning capabilities of 10 times per second over a 120° field of view [2] - The vehicle has a large battery with a CLTC pure electric range of 205 km and meets the 2026 new national standards for battery safety, having passed 105 safety tests [2] - GAC Trumpchi announced that the Xiangwang series will be the official designated vehicle for the Hunan TV & Mango TV show "Xiangwang de Shenghuo: Xi Ru Rensheng," indicating a strategy to enhance brand visibility and user engagement [3]

中证报中证网讯（王珞）为持续服务国家乡村振兴战略，履行国有企业社会责任，近日，华安期货公司 董事长、总经理陆锋带队赴安庆市宿松县复兴镇套口村开展党建共建活动，通过座谈交流、金融知识培 训、实地调研、项目捐赠等方式，为当地乡村产业发展注入新动能。上海证券交易所驻宿松县挂职干部 范斌到会指导。 会上，双方签署了《基层党组织结对共建协议书》《乡村振兴项目帮扶协议》，由公司捐赠资金定向帮 扶当地农业产业项目。会后，双方实地查看了相关项目建设情况。 华安期货公司表示，未来将继续深化与乡村党组织共建合作，做到优势互补、资源共享，进一步发挥期 货服务实体经济的功能，帮助更多农户和农业企业提升抗风险能力，为乡村振兴提供更大助力。 座谈会上，宿松县复兴镇党委书记杨燕臻从经济、产业、人文等方面介绍了当地的基本情况，深入分析 当地发展的优势和劣势。陆锋介绍了华安证券（600909）、华安期货近年来在乡村振兴方面做的工作， 同时介绍了期货的基本原理、特点和功能，阐述了期货工具助力农民规避价格风险的逻辑，表示华安期 货愿意在力所能及的范围内，通过资源共享、技术支持、捐赠资金等方式助力乡村发展。 ...

Core Viewpoint - Company plans to invest approximately 5 billion RMB to establish a new energy vehicle (NEV) parts industrial base and R&D center in Changzhou, aiming to enhance production capacity and efficiency in response to growing market demand for NEV components [1][2][3] Investment Details - The total investment for the project is estimated at around 5 billion RMB, with a planned land area of approximately 270 acres [1] - The investment will be implemented in phases, contingent on internal and external operating conditions, and requires various governmental approvals [1][2] Strategic Rationale - The investment aligns with the global trend towards new energy and intelligent vehicles, allowing the company to increase R&D efforts and meet rising customer demand [2] - The project will focus on developing and producing key components such as electric motor systems, chassis components, and thermal management parts [2] Market Positioning - The decision to locate the project in Changzhou is strategic, as the region hosts several NEV manufacturers and is a hub for auto parts production, which will help reduce logistics costs and improve service capabilities [2] - The project is supported by existing orders and ongoing negotiations with multiple clients, indicating strong market demand [2] Business Impact - This investment is a critical strategic move for the company to capitalize on the automotive industry's transformation and strengthen its position in the NEV parts sector [3] - The project is expected to enhance the company's R&D capabilities and manufacturing standards, thereby solidifying its market position and fostering innovation [3]