Core Viewpoint - In the digital economy era, data is transforming from an intangible resource into a measurable, tradable, and manageable asset, becoming a new member of corporate balance sheets [1] Group 1: Data Asset Integration - Over 90 listed companies have integrated data assets into their 2024 annual reports, with a total scale of 2.495 billion yuan, compared to only 0.079 billion yuan from 17 companies in the first quarter of 2024 [1] - The integration of data assets into financial statements is reshaping the balance sheets of listed companies, with significant representation from the industrial and information technology sectors [2] - The first companies to integrate data assets include major telecom operators like China Mobile, China Telecom, and China Unicom, along with industrial firms such as Xiaoshangpin City, YTO Express, and Yunda Holdings [3] Group 2: Steps for Data Asset Integration - The process for a company to integrate data assets into its financial statements typically involves four steps: inventory of data assets, governance of data for integration, confirmation of data ownership, and measurement for accounting [4][5] - Companies must meet specific conditions for data asset integration, including legal control, predictable economic benefits exceeding 50%, and measurable costs [5][6] Group 3: Challenges and Considerations - Not all companies can smoothly integrate data assets due to policy restrictions, corporate concerns, and the current lack of a valuation system [1][10] - Common challenges include legal risks in data ownership, unclear data management processes, and discrepancies between expected and actual valuations [10][11] - The integration of data assets is not the end point but a starting point for value reconstruction, requiring clear data ownership and valuation systems to gain recognition from financial institutions [14] Group 4: Financial Implications - Integrating data assets can enhance a company's financial statements by capitalizing expenses, which may lead to increased short-term profits but could result in profit fluctuations in the long term due to amortization [12][13] - The potential for data asset depreciation and the subjective nature of data valuation can introduce uncertainties in financial reporting [17][18]

Group 1 - The 2025 Global Digital Economy Conference focused on the integration of artificial intelligence (AI) applications, emphasizing the importance of "application landing" and "scenario-driven" approaches to drive high-quality development in the digital economy [1] - The forum featured the release of the global AI talent list TOP100 and the launch of various AI platforms and initiatives, including the "Yangmei Industry" intelligent platform and the AI three-dimensional capability system by China Mobile [1] - A showcase of typical cases of AI empowerment in industry was presented, highlighting the role of AI in enhancing various sectors [1] Group 2 - The competition in the global large model market has entered a new phase, with rapid product iteration becoming crucial for survival and competitive advantage in AI research and development [2] - The integration of AI with industrial scenarios is accelerating, with supply-demand collaboration serving as a catalyst for performance upgrades and cost reduction in industrial applications [2] - The forum announced the "recruitment of scenarios" for AI applications in 2025, selecting 12 scenarios across multiple sectors with a total budget of 110 million yuan, aimed at fostering collaboration and deep integration of AI applications [2]

Group 1 - The Global Digital Economy Conference focused on AI security, cloud security, and software supply chain governance, showcasing the latest research results from the China Academy of Information and Communications Technology [1] - The forum aimed to create a secure and trustworthy network ecosystem, launching a series of "Trusted Security" assessments covering AI security, cloud security, and software supply chain governance [1] Group 2 - In the context of SMEs migrating to the cloud, the China Academy of Information and Communications Technology and Huawei Cloud initiated the "Ten Guidelines for Cloud Security for SMEs" to enhance security awareness and capabilities [2] - Cybersecurity insurance is emerging as a key tool for enterprises to manage network risks and ensure business continuity, with a report released by Ant Group and the China Academy of Information and Communications Technology focusing on its practical paths and effectiveness [2] Group 3 - The acceleration of digital transformation has led enterprises to rely on external software product suppliers, prompting the launch of the "Clear Chain" initiative by the China Academy of Information and Communications Technology in collaboration with major companies to enhance software supply chain management [3]

运营商财经网 吴碧慧/文 据中国移动集团内部下发文件，任命陈洪涛担任中国移动九天公司董事长，这一变化其实反映了中国移 动的一项举动，即成立了一个叫中移九天人工智能公司的下属企业。 据了解，陈洪涛毕业于北京大学，也是三大运营商行业少见的北大毕业的中高层干部。 运营商财经网近日独家发现，一家中移九天人工智能科技（北京）有限公司的企业成立于2025年6月30 日，法定代表人是陈洪涛，因此，可看出，陈洪涛已经任这家中国移动子公司董事长。 陈洪涛很早就供职于中国移动，一开始任职的部门便是网络部，担任过网络部处室经理，也就是正处级 干部。 2014年，陈洪涛受到提拔，升任甘肃移动副总经理，分管网络口。 几年后，陈洪涛又从甘肃移动副总经理平调浙江移动副总经理，同样分管网络口，但是所在的省公司体 量变大。 在人才济济的浙江移动担任副总经理的陈洪涛最终也在2022年左右受到提拔，升任集团信创部总经理。 当时这一部门刚刚成立，主要负责集团数据安全、网络安全等领域。 不过2023年后，陈洪涛便又一次改任集团技术部总经理，也就是如今的科技创新部，其实是一个部门， 只是部门名称变了 如今，陈洪涛再一次受调整，改任中国移动九天公司董事长 ...

据悉，该综合创新中心将通过打造具身智能机器人训练中心，推进具身智能产业项目引育和具身智能产 业生态构建，加快孵化培育具有全国影响力的具身智能机器人整机产品、研发制造潜在独角兽企业，将 创新中心打造成为苏州培育"科技小龙"企业的摇篮。同时，苏州市还配套举办2025"赢在苏州"具身智能 机器人专项赛，围绕多模态智能感知(视觉、语义等)、硬件本体与核心零部件、具身智能决策与规划、 具身小脑与运动控制、灵巧操作与精细控制5大核心赛道，筛选极客团队，通过吸引全球顶尖团队落地 苏州，打造具身智能产业发展高地。 苏州市具身智能机器人综合创新中心由苏州市科技局牵头建设，总部设在吴中区，通过"1+X+N"战略布 局，整合全市创新资源，打造具有全球影响力的具身智能机器人创新策源地。吴中区在吴中太湖新城设 置13万平方米研发孵化基地，在吴中高新区具身智能产业园设置17万平方米生产制造基地，募集总规模 达14亿元的两只产业基金，致力加速创新资源集聚、标杆产品培育、应用场景拓展。 本报讯(雷霆)7月1日，苏州市具身智能机器人综合创新中心启用仪式在吴中太湖新城举行，苏州市具身 智能机器人训练中心、苏州(吴中)具身智能产业园同时揭牌启用。 ...

沪指7月3日上涨0.18%，申万所属行业中，今日上涨的有24个，涨幅居前的行业为电子、电力设备，涨 幅分别为1.69%、1.38%。通信行业今日上涨1.32%。跌幅居前的行业为煤炭、交通运输，跌幅分别为 1.16%、0.28%。 资金面上看，两市主力资金全天净流出45.11亿元，今日有9个行业主力资金净流入，电子行业主力资金 净流入规模居首，该行业今日上涨1.69%，全天净流入资金78.20亿元，其次是医药生物行业，日涨幅为 1.35%，净流入资金为13.82亿元。 通信行业今日上涨1.32%，全天主力资金净流入13.04亿元，该行业所属的个股共126只，今日上涨的有 97只，涨停的有2只；下跌的有25只。以资金流向数据进行统计，该行业资金净流入的个股有55只，其 中，净流入资金超亿元的有7只，净流入资金居首的是新易盛，今日净流入资金3.05亿元，紧随其后的 是中兴通讯、中际旭创，净流入资金分别为2.56亿元、2.43亿元。通信行业资金净流出个股中，资金净 流出超3000万元的有7只，净流出资金居前的有中国移动、中国联通、ST特信，净流出资金分别为1.52 亿元、8404.83万元、7204.85万元。（数据 ...

Core Insights - The integration of artificial intelligence (AI) with mobile communication is expanding the boundaries of the information and communication industry, leading to new growth opportunities [1][2][3] - The development of AI technologies and their applications in various sectors, including telecommunications, is rapidly evolving, with significant advancements in smart devices and services [2][3][4] Industry Developments - In the first five months of this year, telecommunications revenue in China reached 748.8 billion yuan, marking a 1.4% year-on-year increase, driven by the growth of 5G and gigabit optical networks [1] - The number of 5G base stations in China reached 4.486 million by the end of May, accounting for 35.3% of all mobile base stations, with 5G mobile phone users totaling 1.098 billion, representing 60.8% of mobile phone users [7][8] Technological Innovations - The Shanghai World Mobile Communication Conference showcased various AI-driven technologies, including humanoid robots, electronic guide dogs, and smart connected vehicles, highlighting the transformative impact of AI on daily life [2][5][6] - China has developed 433 large models for AI applications, emphasizing the country's advancements in open-source, low-cost, and high-efficiency AI solutions [3] Future Trends - The concept of "carbon-silicon fusion" is emerging, where AI technologies are expected to enhance the integration of energy and information, leading to new forms of intelligent life and societal roles [4][6] - The telecommunications industry is transitioning towards a more integrated network that combines satellite and ground networks, enhancing overall connectivity and enabling advanced applications such as immersive XR and industrial automation [8]

7月2日，广发沪港深新起点股票C（010024）下跌0.06%，最新净值1.65元，连续5个交易日下跌，区间 累计跌幅1.35%。 据了解，广发沪港深新起点股票C成立于2020年9月，基金规模6.23亿元，成立来累计收益率-5.79%。从 持有人结构来看，截至2024年末，广发沪港深新起点股票C的基金机构持有6.42亿份，占总份额的 92.75%，个人投资者持有0.50亿份，占总份额的7.25%。 本文源自金融界 公开信息显示，现任基金经理李耀柱先生:理学硕士,持有中国证券投资基金业从业证书。现任广发基金 管理有限公司国际业务部总经理、广发沪港深新起点股票型证券投资基金基金经理(自2016年11月9日起 任职)、广发港股通成长精选股票型证券投资基金基金经理(自2020年9月10日起任职)、广发全球科技三 个月定期开放混合型证券投资基金(QDII)基金经理(自2021年3月3日起任职)、广发全球精选股票型证券 投资基金基金经理(自2021年4月7日起任职)、广发沪港深价值成长混合型证券投资基金基金经理(自2021 年6月22日起任职)、广发沪港深行业龙头混合型证券投资基金基金经理(自2025年2月10日起任职) ...

中国移动成立九天人工智能科技公司 注册资本20亿 智通财经7月2日电，天眼查App显示，中移九天人工智能科技（北京）有限公司近日成立，法定代表人 为陈洪涛，注册资本20亿人民币，经营范围含工程和技术研究和试验发展、人工智能行业应用系统集成 服务、人工智能通用应用系统、人工智能基础资源与技术平台、人工智能公共数据平台、人工智能理论 与算法软件开发、网络与信息安全软件开发、信息技术咨询服务等。股东信息显示，该公司由中国移动 通信有限公司全资持股。 ...

Group 1 - INMO GO2 has successfully entered 13 prefecture-level cities in Jiangsu Province through China Mobile's demonstration halls, marking a significant step in the company's deepening layout within the operator system [1][4] - The strategic partnership between Yingmu Technology and China Mobile, established in April 2025, is the first deep collaboration in the smart glasses industry, leveraging Yingmu's technological expertise and China Mobile's channel resources [1][4] - The INMO GO2 features translation capabilities supporting 40 languages and 90 accents, showcasing advanced technology for business scenarios, with a 500% year-on-year increase in order volume in Q1 2025 [4][6] Group 2 - The collaboration between Yingmu Technology and China Mobile enhances product reach and market penetration, allowing consumers to experience INMO GO2 conveniently at local mobile service centers [6][8] - Yingmu Technology aims to achieve a cumulative sales target of over one million units in the next three years, further solidifying its leading position in the smart wearable market [8] - The company also announced a partnership with Asia Glass to create the first AI smart product experiential shopping center in China, showcasing its products [6][8]