电信股涨幅扩大，截至发稿，中国电信（601728）(00728)涨5.1%，报5.36港元；中国联通（600050） (00762)涨4.79%，报8.1港元；中国移动（600941）(00941)涨2.93%，报80.8港元。 消息面上，1月28日，国务院国资委改革局局长林庆苗在国新办新闻发布会上表示，将扎实做好新央企 组建和战略性重组。国务院国资委副主任庞骁刚则表示，国资央企将更大力度推进"AI+"专项行动，切 实当好我国智算基础设施的重要供给者、人工智能赋能千行百业的重要破题者、产业体系化布局的重要 组织者。 浙商证券（601878）本月初发布研报称，中央强调国企反内卷，利于运营商ARPU值企稳回暖。而险资 风险因子下调，有利于红利板块配置。该行认为，运营商板块当前位置股息投资价值凸显。在复杂宏观 环境背景下，运营商板块整体具备强盈利韧性+高股息属性，铸就安全边际。推荐中国移动、中国电 信、中国联通、中国铁塔、中国通信服务。 ...

电信股涨幅扩大，截至发稿，中国电信(00728)涨5.1%，报5.36港元；中国联通(00762)涨4.79%，报8.1港 元；中国移动(00941)涨2.93%，报80.8港元。 浙商证券本月初发布研报称，中央强调国企反内卷，利于运营商ARPU值企稳回暖。而险资风险因子下 调，有利于红利板块配置。该行认为，运营商板块当前位置股息投资价值凸显。在复杂宏观环境背景 下，运营商板块整体具备强盈利韧性+高股息属性，铸就安全边际。推荐中国移动、中国电信、中国联 通、中国铁塔、中国通信服务。 消息面上，1月28日，国务院国资委改革局局长林庆苗在国新办新闻发布会上表示，将扎实做好新央企 组建和战略性重组。国务院国资委副主任庞骁刚则表示，国资央企将更大力度推进"AI+"专项行动，切 实当好我国智算基础设施的重要供给者、人工智能赋能千行百业的重要破题者、产业体系化布局的重要 组织者。 ...

Core Insights - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the importance of artificial intelligence (AI) as a driving force for technological revolution and industrial transformation, launching the "AI+" initiative to enhance the capabilities of central enterprises [1][2] Group 1: High-Value Application Scenarios - Central enterprises are focusing on key industries such as energy, manufacturing, and telecommunications, creating over a thousand application scenarios, with notable implementations in smart management and fault prediction by State Grid and Southern Power Grid [1] - The initiative includes the use of intelligent robots in manufacturing and the development of advanced models for rail transit equipment by China CRRC Group, highlighting AI's role in upgrading traditional industries [1] Group 2: Quality Computing Power Supply - Central enterprises are actively participating in the national computing power layout, increasing investment in computing resources, with major telecom operators establishing four "ten-thousand card clusters" to support large model training [1] - Platforms like "Xirang" and "Computing Network Brain" are being developed to provide standardized computing power services, emphasizing low-cost and high-intelligence advantages while adapting to domestic chip technologies [1] Group 3: Accelerating Large Model Adaptation - Companies are enhancing their full-stack capabilities for large models, with China Mobile's "Jiutian" and China Telecom's "Xingchen" empowering over 200 external units in sectors like energy and manufacturing [2] Group 4: High-Level Open Cooperation - The "Renewal Community" initiative offers over 2,000 domestic intelligent computing chips for free to young entrepreneurs and tech enthusiasts, gathering over 4,000 models and 800 datasets to promote the widespread application of AI technology [2] Group 5: Future Directions of the "AI+" Initiative - The SASAC plans to strengthen investment in AI, focusing on the "14th Five-Year Plan" for AI development, enhancing infrastructure for information communication networks and computing power [2] - There will be an emphasis on cultivating application scenarios in key areas like embodied intelligence and energy, aiming to create an "AI+" industry community and increase the openness of scenarios [2] - The optimization of data supply will be prioritized, particularly in sectors like transportation, smart energy, and financial services, to support model optimization and large-scale application [2]

Group 1 - The State Intellectual Property Office of China has granted a patent titled "Message Processing Method, Device, Electronic Equipment, and Storage Medium" to China Mobile Internet Company and China Mobile Communications Group, with the authorization announcement number CN117915276B and application date of December 2023 [1] - China Mobile Internet Company, established in 2015 and based in Guangzhou, focuses on internet and related services, with a registered capital of 3 billion RMB. The company has invested in one enterprise, participated in 2,862 bidding projects, holds 249 trademark records, 966 patent records, and has 9 administrative licenses [1] - China Mobile Communications Group, founded in 1999 and located in Beijing, primarily engages in telecommunications, broadcasting, and satellite transmission services, with a registered capital of 30 billion RMB. The company has invested in 54 enterprises, participated in 5,000 bidding projects, holds 2,212 trademark records, 5,000 patent records, and possesses 50 administrative licenses [1]

Group 1 - The State Intellectual Property Office of China has granted a patent to China Mobile (Suzhou) Software Technology Co., Ltd. and China Mobile Communications Group Co., Ltd. for "IPv6 conversion processing method, device, equipment, medium, and product" with the announcement number CN120856673B, applied on September 2025 [1] - China Mobile (Suzhou) Software Technology Co., Ltd. was established in 2014, located in Suzhou, primarily engaged in software and information technology services, with a registered capital of 317.2 million RMB [1] - The company has participated in 5,000 bidding projects, holds 112 trademark records, and has 2,689 patent records, along with 28 administrative licenses [1] Group 2 - China Mobile Communications Group Co., Ltd. was founded in 1999, based in Beijing, and primarily involved in telecommunications, broadcasting, and satellite transmission services, with a registered capital of 30 billion RMB [1] - The company has invested in 54 enterprises, participated in 5,000 bidding projects, holds 2,212 trademark records, and has 5,000 patent records, along with 50 administrative licenses [1]

来源：市场资讯 国家知识产权局信息显示，中移（苏州）软件技术有限公司、中国移动通信集团有限公司取得一项名 为"云网络仿真测试系统、方法、设备、存储介质和程序产品"的专利，授权公告号CN120856582B，申 请日期为2025年9月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 天眼查资料显示，中移（苏州）软件技术有限公司，成立于2014年，位于苏州市，是一家以从事软件和 信息技术服务业为主的企业。企业注册资本317200万人民币。通过天眼查大数据分析，中移（苏州）软 件技术有限公司参与招投标项目5000次，财产线索方面有商标信息112条，专利信息2689条，此外企业 还拥有行政许可28个。 中国移动通信集团有限公司，成立于1999年，位于北京市，是一家以从事电信、广播电视和卫星传输服 务为主的企业。企业注册资本30000000万人民币。通过天眼查大数据分析，中国移动通信集团有限公司 共对外投资了54家企业，参与招投标项目5000次，财产线索方面有商标信息2212条，专利信息5000条， 此外企业还拥有行政许可50个。 ...

中国移动通信集团有限公司，成立于1999年，位于北京市，是一家以从事电信、广播电视和卫星传输服 务为主的企业。企业注册资本30000000万人民币。通过天眼查大数据分析，中国移动通信集团有限公司 共对外投资了54家企业，参与招投标项目5000次，财产线索方面有商标信息2212条，专利信息5000条， 此外企业还拥有行政许可50个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，中移(苏州)软件技术有限公司、中国移动通信集团有限公司取得一项名 为"关键点检测方法、装置及存储介质"的专利，授权公告号CN116824653B，申请日期为2022年7月。 天眼查资料显示，中移(苏州)软件技术有限公司，成立于2014年，位于苏州市，是一家以从事软件和信 息技术服务业为主的企业。企业注册资本317200万人民币。通过天眼查大数据分析，中移(苏州)软件技 术有限公司参与招投标项目5000次，财产线索方面有商标信息112条，专利信息2689条，此外企业还拥 有行政许可28个。 ...

阿里巴巴-W（09988）、中国移动（00941）、中国太保（02601）南向资金净流出金额位列市场前三， 分别净流出-14.88 亿、-7.45 亿、-4.66 亿 智通财经APP获悉，1月23日,泡泡玛特（09992）、小米集团-W（01810）、快手-W（01024）南向资金 净流入金额位列市场前三，分别净流入7.45 亿、6.09 亿、5.35 亿 前10大净流入比榜 | 股票名称 | 净流入比↓ | 净流入(元) | 收盘价 | | --- | --- | --- | --- | | 民生银行(01988) | 68.65% | 1.26 亿 | 3.820（+0.53%） | | 美的置业(03990) | 60.58% | 227.38 万 | 4.060（-0.25%） | | 环球新材国际(06616) | 51.04% | 2634.44 万 | 8.600（-2.82%） | | 四川成渝高速公路 | 50.36% | 504.87 万 | 5.200（+1.76%） | | --- | --- | --- | --- | | (00107) | | | | | 江苏宁沪高速公路 | 5 ...

发展新质生产力是一项系统性工程。今年省两会上，政府工作报告提出，坚持创新驱动发展，因地制宜 发展新质生产力。如何结合河南实际培育和发展新质生产力？高校怎样赋能产业向新？创新人才如何培 育？代表委员就相关话题展开了热烈讨论。 发挥比较优势 推动产业向新 "因地制宜，核心是将区域的资源禀赋与前沿技术深度融合。"省人大代表、万江新能源股份有限公司总 裁侯涛表示。作为深耕地热领域的企业，万江新能源围绕河南丰富的地热资源，成功研发中深层地热井 下换热技术，实现"取热不取水"，并创新岩土储能循环利用技术，实现"冷暖双供"。侯涛介绍，在新乡 中原农谷清洁供暖项目中，地热能替代天然气供暖，大幅降低了成本，为多元化应用场景提供绿色、经 济的能源保障。 省人大代表，郑州圆方集团党委副书记、董事长李圆方介绍，圆方集团将创新聚焦于民生服务。"河南 有近1亿人口，关爱'一老一小'、优化公共服务十分重要。"李圆方说，圆方集团自主研发"医智管"智能 体生态平台，提升医院后勤管理效率。他举例，在一个150人的中型保洁项目中，运用平台管理不仅能 节约成本，更能将管理响应速度提升40%。"我们依托已运行成熟的'AI+技能培训+就业匹配'数字人力 ...

Group 1 - The construction of the Xudabao Nuclear Power Plant in Huludao is being enhanced by the integration of 5G technology, setting a benchmark for the fusion of digital technology with major national projects [1][3] - Liaoning Mobile has established multiple 5G base stations to achieve seamless coverage of the plant, providing high-speed and stable communication services for over 10,000 construction workers [3] - The implementation of a 5G private network within the nuclear island addresses communication challenges posed by the thick concrete structure, ensuring network security and supporting various internal applications [4] Group 2 - The collaboration between Liaoning Mobile and the Xudabao Nuclear Power Plant is accelerating the digital and intelligent transformation of the nuclear power industry, offering a replicable success model for energy infrastructure upgrades across the country [4] - Future innovations in 5G technology applications in the nuclear power sector will include smart inspections and predictive maintenance, contributing to national energy security and the development of clean energy [5]