Core Viewpoint - The low-altitude economy is gaining momentum, supported by the development of a "low-altitude smart network" that enhances drone operations and management [1][2]. Group 1: Low-altitude Smart Network - The low-altitude smart network utilizes communication, perception, and navigation technologies to create an intelligent digital network system with communication, monitoring, and service functions [2]. - The establishment of the largest 5G-A integrated network in China covers over 1,200 square kilometers of urban airspace, achieving a tenfold improvement in drone positioning accuracy compared to traditional GPS [3]. - The smart monitoring system can track up to 300 drones simultaneously, providing real-time data on location, speed, and other metrics to ensure flight safety and efficient regulation [3]. Group 2: Achievements and Future Plans - The low-altitude smart network has led to significant achievements, including winning awards at the "Bloom Cup" 5G application competition and the Mobile World Congress in Barcelona [3]. - The Blue Sky Laboratory plans to initiate 12 research projects and assemble a research team of at least 300 members to address technical challenges faced by small and medium-sized drones in various applications [4]. - The low-altitude economy in Anyang is expected to continue developing in infrastructure, application scenarios, and industry growth, driven by the capabilities of the low-altitude smart network [4].

证券代码（A/H）：000063/00763 证券简称(A/H)：中兴通讯 公告编号：202548 中兴通讯股份有限公司 关于按照《香港上市规则》公布 2025 年 6 月份证券变动月报表的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 中兴通讯股份有限公司根据《香港联合交易所有限公司证券上市规则》（简 称"《香港上市规则》"）规定，在香港联合交易所有限公司披露易网站 （www.hkexnews.hk）刊登了截至 2025 年 6 月 30 日的证券变动月报表。 根据《深圳证券交易所股票上市规则》关于境内外同步披露的要求，特将有 关公告同步披露如下，供参阅。 特此公告。 中兴通讯股份有限公司董事会 2025 年 7 月 4 日 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年6月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中興通訊股份有限公司 呈交日期: 2025年7月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 ...

入驻"模数世界"的企业获得算力、数据开放、金融服务、综合服务、人才服务等方面的支持。集思科技 CEO李世尊介绍："我们在'模数世界'获得了实打实的算力补助，拿到了相应的算力券，这对我们训练 大模型、视觉大模型非常有帮助，对于创业企业来说，可以缓解创业早期资金紧张的情况。" 同时，"模数世界"还为具有高成长性、创新性和市场潜力的人工智能创新项目量身定制"首年免租、拎 包入驻"政策，搭配首月免费百P共享算力池，为算法训练和模型开发提供零门槛算力支持。此外，还接 入了千亿基金融资链，通过资本纽带推动企业快速成长；储备了千套青年人才优质住房，以解除青年人 才的后顾之忧。 记者了解到，"模数世界"首创企业梯度培育体系，以启源、进化、领航三大部落助推企业成长。园区开 园以来，"启源部落"入驻热度持续攀升，予路元景、睿思智联、中科加禾、集思科技等70余家企业申请 入驻，首批48家企业已注册，29家企业正式入驻办公，空间入住率超过80%。此外，海致、登临、凌 川、腾云天下等9家企业近期陆续入驻"进化部落"；中兴通讯北方总部落户"领航部落"。 新京报讯（记者吴婷婷）7月2日，"模数世界"人工智能生态雨林大会在北京亦庄召开，本次 ...

Core Viewpoint - The CS Internet of Things Index (CS IoT, 930712) experienced a decline of 1.66%, closing at 2889.9 points, with a trading volume of 43.852 billion yuan, indicating a volatile market environment for IoT-related stocks [1] Group 1: Index Performance - The CS IoT Index has increased by 5.70% over the past month, decreased by 1.97% over the last three months, and has seen a slight increase of 0.23% year-to-date [1] - The index was established on June 29, 2012, with a base point of 1000.0 [1] Group 2: Index Composition - The top ten weighted stocks in the CS IoT Index are: Luxshare Precision (8.64%), Zhongji Xuchuang (6.2%), Huichuan Technology (6.1%), OmniVision Technologies (5.33%), ZTE Corporation (5.18%), Midea Group (4.98%), Haier Smart Home (4.82%), Hikvision (4.78%), iFlytek (4.77%), and Zhaoyi Innovation (4.03%) [1] - The index's holdings are primarily listed on the Shenzhen Stock Exchange (69.63%) and the Shanghai Stock Exchange (30.37%) [1] Group 3: Sector Allocation - The sector allocation of the CS IoT Index includes: Information Technology (63.41%), Communication Services (17.77%), Consumer Discretionary (9.80%), and Industrials (9.02%) [1] Group 4: Index Adjustment and Tracking Funds - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Public funds tracking the CS IoT Index include: E Fund CS IoT Theme Connection A, E Fund CS IoT Theme Connection C, Huaxia CS IoT Theme Connection A, Huaxia CS IoT Theme Connection C, and several ETFs [2]

Core Viewpoint - The steel industry is experiencing a significant price increase due to production cuts driven by environmental regulations and government policies aimed at eliminating outdated capacity. This has led to a reduction in steel output expectations, particularly in Tangshan, where a 30% production cut has been mandated from July 4 to July 15. The market anticipates further impacts on steel production as a result of these measures [1][3]. Group 1: Steel Industry Insights - The recent meeting of the Financial and Economic Committee emphasized the need to push for the elimination of outdated production capacity, directly influencing the steel market [1]. - Tangshan steel mills have received directives for a 30% production cut, which is expected to significantly lower steel inventories and production levels [1]. - The China Iron and Steel Association reported that steel billet exports in the first four months of 2025 have already surpassed the total for 2024, prompting suggestions for export restrictions [1]. - A total of approximately 30 million tons of production cuts have been ordered for the year, coinciding with a seasonal demand lull, which has heightened market expectations for reduced steel output [1]. Group 2: Market Reactions and Trends - Longjiang Securities noted that administrative production cuts could act as a bullish option for the steel sector, particularly in July, which is traditionally a slow season for demand [3]. - The announcement of production cuts in the photovoltaic glass sector has also led to significant price increases in that market, indicating a broader trend of supply-side reforms impacting various sectors [3]. - The steel sector saw a strong rally in stock prices, with companies like Liugang and Chongqing Steel hitting their daily price limits amid these developments [9][10]. Group 3: Broader Economic Context - The overall A-share market experienced a decline, with major indices falling and a significant number of stocks trading lower, reflecting broader economic pressures [9]. - The government is expected to focus on structural adjustments across multiple industries, including steel, refining, and new energy sectors, as part of its economic strategy [7]. Group 4: Investment Trends - Institutional investors have begun to sell off some positions in response to the recent price increases in steel, indicating a cautious approach to the current market dynamics [1][4]. - The market's reaction to production cuts in both the steel and photovoltaic sectors suggests a growing trend towards supply-side management as a means to stabilize prices and manage excess capacity [3].

7月2日，《财富》（中文版）发布了2025年中国最具影响力的商界女性榜单（Most Powerful Women，简称MPW）。这份榜单始于2010年，在过去的十多 年里，中国商界几乎所有重要的女性领导者都在其中有迹可循。 立讯精密的王来春连续第三年位列榜首。曾经是流水线工人的王来春创立了立讯精密，并将其从一家小型代工厂发展为《财富》世界500强企业。 "果链"企业的女性创始人们在今年的榜单上引人瞩目。 和王来春一同登上这份榜单的同行还包括蓝思科技的周群飞和领益智造的曾芳勤。她们在全球政 治经济局势复杂多变的背景下，通过全球产能布局、核心技术创新、多元化客户结构、积极切入新能源汽车和人工智能（AI）硬件等新赛道，来应对不 确定性。立讯精密在一份声明中表示：公司始终将风险控制前置到战略决策中。 "果链"不仅仅是一套难以被复制的制造生态系统，更是中国制造向中国创造跃升过程的缩影，彰显了中国企业在地缘政治动荡中的定力与韧性。 中国的创意经济在数字技术的驱动下展现出巨大活力。 由高准担任首席财务官的字节跳动是全球最重要的社交媒体公司，估值已经超过3,000亿美元，该 公司也在AI赛道上加紧步伐，其豆包大模型成为自De ...

Group 1: Core Insights - The collaboration between Ruijin Hospital and Huawei to open-source the RuiPath pathology model marks a significant milestone in China's AI healthcare sector, promoting open collaboration and inclusive development [1] - The RuiPath model covers seven major cancer types, addressing 90% of new cancer cases in China annually, and aims to enhance diagnostic efficiency and accuracy while reducing misdiagnosis [2][3] - The AI healthcare market in China is projected to grow from 8.8 billion yuan in 2023 to 315.7 billion yuan by 2033, with a compound annual growth rate of 43.1% [3] Group 2: Industry Trends - The AI healthcare sector is experiencing increased interest from investors, with seven AI healthcare stocks undergoing institutional research in the past month, focusing on core product development and collaborative models [4] - Companies like Sairui Medical and ZTE are integrating advanced AI technologies into their healthcare solutions, enhancing diagnostic capabilities and patient management [4][5] - The digital pathology remote diagnosis platform by Maxonic covers over 2,500 hospitals, accumulating more than 2 million digital pathology slice data, indicating a growing application of AI in tumor-assisted diagnosis [5]

中兴通讯，这家数万人的科技大厂，凭借40年 ICT 技术积累正式进军 AI 赛道。 一家信息通信公司，居然拿到了 AI 推理竞赛的冠军，这事儿有点意思。 前段时间，中文大模型测评基准 SuperCLUE 发布了 2025 年 5 月报告。这份报告评估了来自 OpenAI、谷歌、DeepSeek、字节跳动等多家国内外 AI 公司的大模 型，并发布了多个榜单。报告显示，虽然海外模型在综合能力上占优，但 国内模型在推理任务中表现亮眼，Doubao-1.5-thinking-pro-250415 与 星云大模型 NebulaCoder-V6 以推理总分 67.4 并列第一 。 机器之心原创 SuperCLUE 推理榜单深度聚焦模型的逻辑思维与问题解决能力，涵盖数学推理、科学推理、代码生成三大硬核维度。 作者：张倩 作为专业赛道的选手，Doubao 的表现并不让人意外。但是，星云大模型 NebulaCoder-V6 着实算得上一匹黑马，因为它来自一家老牌信息通信公司 —— 中兴 通讯 。而且，除了拿下推理榜单第一，它在综合总榜中也表现不俗 —— 与 DeepSeek-R1 并列第二，拿到了银牌。 | | SuperCL ...

Group 1 - Shenzhen enterprises are actively engaging in overseas markets, with 14 institutions established in South Africa by the end of 2024 [2] - The Gauteng province is recognized as a commercial and industrial hub in South Africa, attracting Shenzhen companies for investment [2] - The Shenzhen Overseas Chinese Economic and Trade Delegation organized a meeting to address the challenges faced by Shenzhen enterprises in South Africa [1][2] Group 2 - During the meeting, companies like Mindray Medical proposed solutions for building smart hospitals in South Africa, suggesting a pilot project [4] - Other companies expressed needs for faster visa processing and improved security measures to enhance operational efficiency [4][5] - The Gauteng Growth and Development Agency committed to providing one-on-one services to assist companies in overcoming challenges [5] Group 3 - The meeting highlighted the growing interest of Shenzhen companies in the South African market, with many already making significant investments [6][8] - ZTE has been involved in the South African telecommunications sector since 2003, contributing to network planning and construction [7] - The Gauteng province is inviting more Shenzhen technology companies to invest in key projects, including renewable energy and smart city initiatives [7]

Group 1 - ZTE Corporation has applied for a patent titled "Power Divider Circuit, Power Divider, and Antenna Feed System," with publication number CN120221966A, and the application date is April 2025 [1] - The patent describes a reconfigurable power divider circuit that includes multiple input and output branches, controlled by four control elements to operate in different modes [1] - The circuit can function in a unidirectional mode or a bidirectional mode depending on the states of the control elements [1] Group 2 - ZTE Corporation, established in 1997 and located in Shenzhen, primarily engages in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of approximately 478.35 million RMB [2] - ZTE has invested in 109 companies, participated in 5,000 bidding projects, and holds 5,000 patent records along with 1,877 trademark records [2]