中央第四指导组围绕整治利用虚拟号码诈骗扰民问题开展专题调研座谈 智通财经7月16日电，据工信微服，7月14日下午，中央第四指导组聚焦"着力整治利用虚拟号码诈骗扰 民问题"专项工作赴中国联通开展下沉调研，并与中国电信、中国移动、中国联通等3家基础电信企业座 谈交流，了解问题整治进展情况、听取有关意见建议、研究下一步工作举措。中央第四指导组组长车俊 强调，虚拟号码诈骗扰民问题整治已取得阶段性成效，但也要清醒认识到此项工作的复杂性、长期性， 必须保持韧劲定力，持续用力、久久为功，推动整治工作取得更大成效。要进一步提高思想认识，把整 改整治工作作为坚定拥护"两个确立"、坚决做到"两个维护"的政治检验，践行以人民为中心的发展思 想，持续转变工作作风、强化党性修养，着力提高政治自觉、思想自觉和行动自觉，推动形成抓作风强 工作、抓工作强作风的良性循环。要进一步抓紧抓细抓实后续工作，坚持标本兼治、综合施策，坚持经 济效益、社会效益相统一，坚持依法遵纪合规推进，特别注重源头治理、科技创新，加强干部职工教育 和行业自律，持续提升综合治理效能。通过学习教育集中整治，确保利用虚拟号码诈骗扰民问题发生率 大幅下降并能长期巩固。要进一步 ...

Core Viewpoint - The launch of the micro-short drama "My Family's Kitchen Through Time" by Migu Digital Media and Sichuan Radio and Television Station aims to promote cultural heritage and innovation in storytelling, responding to the national initiative for micro-short dramas that showcase intangible cultural heritage [1][3]. Group 1: Project Overview - "My Family's Kitchen Through Time" employs a dual narrative structure, connecting the years 1940 and 2013 through a black sand pot, highlighting the exchange of materials and the transmission of skills [3]. - The story emphasizes the themes of patriotism and the enduring nature of intangible cultural heritage, culminating in the restoration of the black sand pottery and the protagonist's realization of the dedication of her ancestors [3]. Group 2: Creative Aspects - The drama incorporates local dialects to enhance regional characteristics, with characters speaking Sichuan dialect, which increases audience immersion [3]. - Historical elements are woven into the narrative, featuring real historical figures like Zeng Qinghong, who initiated the protective efforts for Yinxing sand pottery, adding depth to the storyline [3]. Group 3: Industry Trends - The project reflects the micro-short drama market's shift from "downward" to "premium" content, showcasing Migu's capabilities in scriptwriting and content innovation [5]. - Migu is exploring the integration of micro-short dramas with other fields, as seen in the success of "South Branch Towards the East Warm," which achieved both social impact and commercial value [5]. Group 4: Future Projects - Migu is collaborating with local governments and enterprises to produce socially significant micro-short dramas, such as "Zheng He’s Voyages: New Paths Across the Sea," celebrating the 620th anniversary of Zheng He's voyages [8]. - Upcoming projects like "Gunshots Outside the Building" will address complex human themes during the anti-Japanese war, commemorating the 80th anniversary of the victory in the Chinese People's Anti-Japanese War [8]. Group 5: Strategic Goals - Migu aims to leverage the "micro-short drama+" strategy to deliver high-quality works that possess both social and entertainment value, effectively telling Chinese stories and conveying cultural strength [9].

Core Viewpoint - The article highlights the significant advancements made by China Mobile Sichuan Company in expanding communication networks in rural areas, particularly through the implementation of 5G technology, which has greatly contributed to rural revitalization and bridging the digital divide between urban and rural regions [7][9][10]. Group 1: Achievements in Communication Infrastructure - Over the past decade, China Mobile Sichuan Company has invested a total of 1.851 billion yuan in communication infrastructure, establishing 5,507 new wireless base stations and covering 5,229 administrative villages [9]. - The company has also built 310,000 home broadband ports, achieving broadband coverage in 4,718 administrative villages, serving a total of 4.2 million customers [9][10]. - By December 20, 2024, the company aims to achieve "5G coverage in every village" across 26,000 administrative villages, with a total of 45,000 base stations constructed in rural areas [10]. Group 2: Impact on Rural Development - The penetration of mobile communication networks has enabled the application of 5G technology in various sectors, including smart agriculture, rural e-commerce, and rural tourism [11]. - In Qingchuan County, 5G and IoT technologies have been utilized for precise tea cultivation, transforming traditional agriculture into a digital and intelligent model [11]. - The introduction of the "5G + Smart Orchard" system in pear cultivation has improved efficiency and management, allowing for automated irrigation and fertilization based on real-time data [12]. Group 3: Future Prospects and Innovations - With the comprehensive coverage of 5G networks in rural areas, applications such as remote work, online education, and smart healthcare are becoming widely available [14]. - The average download speed of 5G networks in rural areas has reached 146 Mbps, meeting the urgent demand for high-speed internet among rural residents [14]. - The company plans to deepen the integration of 5G technology with agriculture, manufacturing, and cultural tourism, enhancing the digital economy and driving high-quality development in Sichuan [15].

Core Insights - China Mobile's recent procurement announcement has garnered significant attention in the humanoid robot industry, with Zhiyuan Robotics and Yushu Technology winning major contracts for full-size and half-size humanoid robots respectively [1][4]. Group 1: Company Overview - Zhiyuan Robotics, led by Wang Chuang, has developed the Yuanzheng series of humanoid robots, with the full-size humanoid robot being part of the Yuanzheng series [1][4]. - Wang Chuang, a PhD from the Chinese Academy of Sciences, has a background in leading the core algorithm design for DJI's laser radar product line, achieving over 50% market share in the surveying and industrial robot sectors [1][4]. Group 2: Procurement Details - The total budget for the humanoid robot procurement project by China Mobile is approximately 124.05 million yuan (including tax), marking it as the largest disclosed single procurement order in China's humanoid robot sector [4]. - Zhiyuan Robotics secured a budget of 78 million yuan for the full-size humanoid robot, while Yushu Technology received 46.05 million yuan for the small-size humanoid robot [4]. Group 3: Market Potential and Future Outlook - Industry experts predict that humanoid robots will achieve mass production commercialization within five years, with China Mobile already issuing orders worth hundreds of millions [4]. - Wang Chuang emphasized the potential for humanoid robots to become new terminal devices with significant market demand, suggesting that the number of humanoid robots could surpass that of humans in the future [10][11]. Group 4: Technical and Production Advantages - Zhiyuan Robotics' success in securing the China Mobile order is attributed to its technological leadership, mass production capabilities, and product stability [4][22]. - The company has developed a closed-loop system for the Yuanzheng robots, ensuring high consistency and reliability in mass production, with over 90 workstations dedicated to quality control [18][22]. Group 5: Competitive Landscape - The Yuanzheng series includes both bipedal and wheeled robots, with the company recognizing the importance of both forms for different applications [22]. - Wang Chuang noted that humanoid robots possess greater flexibility and can adapt to various tasks over time, distinguishing them from traditional AGVs (Automated Guided Vehicles) [22].

万联证券主要观点如下： 该订单是国内人形机器人企业迄今公开的最大单笔订单 招标方为中国移动子公司，目的是助力其拓展机器人业务，并研究基于大模型和通用算法的通用人形机 器人人机交互能力关键技术。智元机器人以7800万元中标"全尺寸人形双足机器人"标包，宇树科技以 4605万元中标"小尺寸人形双足机器人、算力背包及五指灵巧手"标包，订单总金额达1.2405亿元(含 税)。智元擅长语音理解与大模型处理，宇树具备硬件集成优势，双方协同可提升动作流畅度和人机对 话体验，或将带动国产机器人开拓新赛道。此次订单的落地不仅为两家企业提供了规模化验证场景，更 释放了行业加速信号。2025年为人形机器人量产元年，除中国移动外，同济大学、华中科技大学等教育 机构及车企、工厂的采购需求也在增长。 智通财经APP获悉，万联证券发布研报称，智元、宇树中标1.24亿人形机器人订单不仅是两家头部企业 的商业突破，更是人形机器人从实验室走向规模化商用的关键转折。当前正处于人形机器人产业化 的"破晓时刻"，量产元年已经开启。人形机器人量产并实现大规模应用迎来曙光，商业化落地可期。价 格下探是人形机器人商业化的关键，目前成本仍是制约人形机器人大规 ...

从中证香港300现代服务指数持仓的市场板块来看，香港证券交易所占比100.00%。 金融界7月15日消息，A股三大指数收盘涨跌不一，中证香港300现代服务指数 (H300现代服务， H30107)报1667.81点。 数据统计显示，中证香港300现代服务指数近一个月上涨1.05%，近三个月上涨12.53%，年至今上涨 18.60%。 据了解，中证香港300主题指数系列从中证香港300指数样本中根据中证行业分类选取符合相应主题的证 券作为指数样本，反映了在香港交易所上市各主题证券的整体表现。该指数以2004年12月31日为基日， 以1000.0点为基点。 从指数持仓来看，中证香港300现代服务指数十大权重分别为：腾讯控股（17.34%）、阿里巴巴-W （10.91%）、汇丰控股（9.13%）、建设银行（5.45%）、美团-W（3.98%）、友邦保险（3.91%）、香 港交易所（2.89%）、工商银行（2.89%）、中国移动（2.89%）、网易-S（2.15%）。 从中证香港300现代服务指数持仓样本的行业来看，金融占比37.11%、通信服务占比27.65%、可选消费 占比21.45%、房地产占比4.95%、公用 ...

Core Viewpoint - Shandong Mobile has developed an innovative solution called "Atomic Base Station" to address the challenges of signal coverage in complex environments such as residential areas, shopping malls, and underground parking lots, effectively meeting the requirements of the Ministry of Industry and Information Technology's "Signal Upgrade" initiative [1][4] Group 1: Technical Innovations - The "Atomic Base Station" features a simplified and agile deployment process, eliminating the need for fiber optics and complex configurations, which significantly reduces deployment difficulty and costs [1] - The equipment can be activated and generate signals immediately upon power-up, with installation to activation taking only 2 to 4 hours, showcasing high agility for covering network blind spots [1] - The solution employs innovative SIM-free technology, simplifying the deployment process and subsequent maintenance, making it adaptable to various complex enclosed scenarios [1] Group 2: Operational Efficiency - The solution supports KPI visualization monitoring, allowing operators to monitor network status in real-time, and utilizes unique radio frequency fingerprint technology for precise network quality management and interference identification [2] - The base station supports dual-band coverage for both 4G (LTE 1800MHz) and 5G (NR 2600MHz), catering to current user needs while enabling future network evolution [2] Group 3: Practical Application and Impact - In a pilot project at a 7000㎡ underground parking lot in Jinan, the "Atomic Base Station" was deployed with 14 antennas, achieving a measured 5G downlink speed of up to 230Mbps, ensuring quick response times for web loading and video streaming, as well as clear voice call quality [2] - The successful application of the "Atomic Base Station" provides an innovative solution to the challenge of deep urban coverage, contributing to the "Signal Upgrade" initiative and enhancing user experience [4] - The characteristics of being "simple, agile, intelligent, and reliable" lay a solid foundation for large-scale promotion, advancing the equalization and accessibility of communication infrastructure, and improving the quality of life for citizens in the information society [4]

Group 1 - The A-share market indices closed mixed, with the Shanghai 180 risk-weighted index at 5107.99 points, showing a 2.82% increase over the past month, a 6.34% increase over the past three months, and a 2.48% increase year-to-date [1] - The Shanghai 180 risk-weighted index and the Shanghai 380 risk-weighted index are designed to equalize the risk contribution of each sample, allowing for risk diversification and a higher Sharpe ratio compared to market capitalization-weighted indices [1] - The index is based on a reference date of December 31, 2004, with a base point of 1000.0 [1] Group 2 - The top ten holdings in the Shanghai 180 risk-weighted index include: Yangtze Power (1.85%), China Construction Bank (1.77%), Agricultural Bank of China (1.62%), Industrial and Commercial Bank of China (1.54%), Bank of China (1.34%), Sichuan Investment Energy (1.27%), Guotou Power (1.17%), Shandong High-Speed (1.12%), China Mobile (1.05%), and Ninghu Expressway (1.04%) [1] - The index's holdings are entirely composed of stocks listed on the Shanghai Stock Exchange, with a 100% allocation [1] Group 3 - In terms of industry allocation, the financial sector accounts for 27.44%, industrial sector for 23.49%, utilities for 10.34%, materials for 9.22%, information technology for 8.17%, consumer discretionary for 5.83%, energy for 5.07%, healthcare for 4.28%, consumer staples for 3.22%, communication services for 2.55%, and real estate for 0.39% [2] - The index samples are adjusted quarterly, with adjustments occurring on the next trading day following the second Friday of March, June, September, and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]

本文源自：金融界 金融界7月14日消息，A股三大指数收盘涨跌不一，中华交易服务中国香港内地指数 (中华香港内地指 数，CESHKM)上涨0.43%，报6604.99点，成交额535.31亿元。 数据统计显示，中华交易服务中国香港内地指数近一个月下跌2.37%，近三个月上涨10.92%，年至今上 涨17.50%。 从中华交易服务中国香港内地指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中华交易服务中国香港内地指数持仓样本的行业来看，可选消费占比30.51%、金融占比23.22%、通 信服务占比21.79%、信息技术占比11.41%、能源占比5.90%、医药卫生占比2.64%、房地产占比2.46%、 主要消费占比1.06%、工业占比0.59%、原材料占比0.43%。 据了解，中华交易服务中国跨境指数系列为一系列证券价格指数，由中华交易服务中国 120 指数(中华 120)、中华交易服务中国 A80 指数(中华 A80)、中华交易服务中国香港内地指数(中华香港内地指数)以 及中华交易服务中国 280 指数(中华 280)组成，以综合反映沪深港三地上市中国大、中盘证券的整体表 现。该指数以2004年1 ...

Group 1 - Hubei Province has achieved full coverage of 5G-A networks in key areas such as transportation hubs, core business districts, and main urban roads [1][3] - The integration of "communication + perception + computing power" technologies enables various low-altitude flying vehicles, including drones and eVTOLs, to utilize a low-altitude smart network that is reliable and precise [1][3] - Wuhan Han'nan Airport has opened short-distance passenger routes, allowing citizens to conveniently use "air taxis" for short trips within the province [3] Group 2 - Hubei Mobile has established 1,526 5G-A base stations in Wuhan, with 372 stations undergoing intelligent upgrades, covering a 1.4 square kilometer airspace around the airport [3][4] - The 5G-A network offers a tenfold increase in communication speed compared to traditional radar monitoring, ensuring real-time image transmission and command interaction [3] - The establishment of the 5G-A low-altitude technology innovation center in Yichang promotes the development and application of cutting-edge technologies, supporting the low-altitude economy [4]