证券日报网讯 12月2日，新大陆在互动平台回答投资者提问时表示，截至2025年11月28日，公司股东人 数为67371户。 （文章来源：证券日报） ...

Core Viewpoint - CATL is expanding its focus from electric vehicles to a comprehensive "electric society," aiming to integrate green transportation across land, sea, and air, with a particular emphasis on the emerging low-altitude economy, projected to reach a market size of 4 trillion yuan by 2035 [1][2]. Group 1: Low-altitude Economy Development - The low-altitude economy is currently in its early development stage, facing several constraints that need to be addressed [1]. - CATL is motivated to expand its battery applications into this new sector, leveraging its position as an industry leader to reshape the low-altitude economy and enhance the integration of renewable energy technologies across various sectors [1][2]. Group 2: Innovative Solutions - CATL has introduced the world's first zero-carbon water airport designed specifically for eVTOL aircraft, which features a large deck for takeoff and landing, and a cabin serving as a waiting area and maintenance room [4][6]. - This water airport is powered by a solar energy and battery system, enabling rapid charging for eVTOLs and supporting all-weather operations [4][6]. Group 3: Infrastructure and Efficiency - The zero-carbon water airport addresses traditional low-altitude infrastructure challenges such as site selection, slow deployment, and heavy maintenance, significantly improving efficiency and reducing overall costs [6][8]. - The proposed "sea and air integration" solution aims to fill the gap in low-altitude smart infrastructure, potentially creating the most intelligent and green low-altitude infrastructure network globally within the next 5-10 years [8]. Group 4: Application Scenarios - The "sea and air integration" solution is designed to meet various application needs, including marine energy platform operations, high-frequency commuting, marine tourism, emergency rescue, and mobile airport cluster operations [11]. - Initial demonstrations have shown that eVTOLs can drastically reduce travel times to offshore wind farms and oil platforms, enhancing operational efficiency by over ten times [12]. Group 5: Future Prospects - CATL plans to establish a flexible network of vessels and eVTOLs that can adapt to seasonal demands and project requirements, providing a level of operational flexibility not achievable with traditional infrastructure [13]. - The introduction of the "sea and air integration" solution signifies CATL's expansion of battery products from land vehicles to low-altitude aviation, with the potential for large-scale application [14].

Core Insights - Newland Digital Technology Co., Ltd. has seen a stock price increase of 30.62% year-to-date, with a recent trading price of 25.78 CNY per share as of November 24 [1][2] - The company reported a revenue of 6.244 billion CNY for the first nine months of 2025, reflecting a year-on-year growth of 12.04%, and a net profit of 918 million CNY, also up by 12.15% [2] Financial Performance - As of November 24, Newland's market capitalization stands at 26.118 billion CNY, with a trading volume of 171 million CNY and a turnover rate of 0.66% [1] - The company has experienced a decline in stock price over the last five days (down 0.54%), twenty days (down 5.53%), and sixty days (down 15.45%) [1] - Newland has made a total of 2.694 billion CNY in dividends since its A-share listing, with 1.062 billion CNY distributed in the last three years [2] Shareholder Information - As of September 30, 2025, Newland has 70,500 shareholders, an increase of 3.69% from the previous period, with an average of 14,292 shares held per shareholder, down by 3.56% [2][3] - The second-largest shareholder is Hong Kong Central Clearing Limited, holding 34.9898 million shares, an increase of 10.6021 million shares from the previous period [3]

Investment Rating - The report maintains an "Overweight" rating for the computer sector, recommending specific stocks such as Wuxi Unicomp Technology, Kingsoft Office, Hand Enterprise, Hikvision, Newland Digital Technology, Autel Robotics, Hygon, and related target Dawning Information Industry [3][12]. Core Insights - Google has launched Gemini 3 and Nano Banana Pro, establishing a leading position in multimodal technology, while Tencent and Alibaba are promoting AI application accessibility through their respective platforms [3][12]. - The Chinese hard tech sector is witnessing significant capitalization with Moore Threads and Unitree Robotics advancing their IPO processes, marking an acceleration in AI computing power and robotics industrialization [3][12][15]. Summary by Sections Google’s Product Launches - Google released the Gemini 3 model on November 18, achieving top scores in math, reasoning, and multimodal understanding, surpassing competitors like GPT-5.1 and Claude Sonnet 4.5 [13]. - The Nano Banana Pro model enhances text rendering accuracy in images and supports generating professional-grade images up to 4K resolution, integrating with major creative software [13]. Chinese AI Application Ecosystem - The AI application ecosystem in China is advancing with significant developments in multimodal generation and general assistants, particularly from companies in Hangzhou [14]. - Alibaba launched the "Qianwen" App, expanding its AI strategy from B2B to B2C, while Ant Group introduced the "Lingguang" AI assistant for mobile applications [14]. Hard Tech Capitalization - Moore Threads is set to launch an IPO at RMB 114.28 per share, aiming to raise RMB 8 billion for AI training and inference chip development [15]. - Unitree Robotics is also progressing towards a domestic stock issue, with a product line that includes quadruped and humanoid robots [15].

证券日报网讯新大陆（000997）11月18日在互动平台回答投资者提问时表示，截至2025年11月10日，公 司股东人数为70489户。 ...

2025年1至6月份，新大陆的营业收入构成为：服务业占比52.65%，工业占比47.23%，其他业务占比 0.12%。 截至发稿，新大陆市值为261亿元。 每经AI快讯，新大陆（SZ 000997，收盘价：25.81元）发布公告称，2025年11月5日10:00-11:00、2025 年11月12日10:00-11:00线上交流时间：2025年11月11日10:00-11:00，新大陆接受前海开源基金等投资者 调研，公司董事会秘书徐芳宁女士，投资者关系经理陈思远女士参与接待，并回答了投资者提出的问 题。 （记者 曾健辉） 每经头条（nbdtoutiao）——段睿：我与蔡磊是 "找钥匙的人"，纵使生前寻不到，也要为其他渐冻症患 者铺就近路 ...

证券代码：000997 证券简称：新大陆 新大陆数字技术股份有限公司投资者关系活动记录表 编号：2025-005 回复：公司已与阿里云达成深度战略合作，充分发挥双 方优势，共同探索大模型在支付场景的生态应用。阿里云的 优势在于算法和大模型能力，而公司拥有广大的商户基础、 支付场景数据和解决方案经验。 公司联合阿里云发布了基于千问大模型底座的支付专属 大模型，其应用包括：一是意图识别，即能更好地理解支付 行业的行话，"小驿秒哒"可秒级识别用户问题，显著缩短 咨询等待时长，同时利用 RAG 技术快速学习海量垂直知识并 提供精准回答，大幅提升服务质量；二是商户资质及合规审 核，AI 商户审核助手可同时审核数万商户，单户审核时效提 升 7 倍，有效解决人工审核痛点。例如，商户于店外拍摄门 头图片，和店铺内景信息难以形成直接关联证据，AI 商户审 核助手可通过双重 AI 技术，智能识别经营场景并推理业务关 联性，结合 AI 反证判断，准确率高达 98%。 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | ...

Investment Rating - The report suggests a positive investment outlook for the financial industry, highlighting its strong alignment with AI application and digital transformation needs [3][7]. Core Insights - The financial industry is identified as an ideal "testing ground" for AI applications due to its data-intensive nature and the increasing demand for digital transformation [1][7]. - The release of DeepSeek R1 in 2025 is anticipated to be a pivotal moment for local AI deployment in financial institutions, enhancing model reasoning capabilities and reducing costs [3][7]. - AI applications are rapidly penetrating core business areas and back-office functions within various financial institutions, with the potential to reshape business processes and organizational structures [3][7]. Summary by Sections Investment Recommendations - The report emphasizes the financial sector's need for digital transformation, which aligns well with the characteristics of large models in AI. It predicts a shift from "digital intelligence" to "artificial intelligence" in financial institutions [7]. - Key areas to focus on include: 1. Financial information services with relevant companies like Tonghuashun, Jiufang Zhitu Holdings, and Guiding Compass [8]. 2. Third-party payment services, particularly New大陆 and New国都, with related companies like Lakala [9]. 3. Bank IT, focusing on companies such as Yuxin Technology, Jingbeifang, and Guodian Yuntong [9]. 4. Securities IT, with a focus on companies like Hengsheng Electronics and Jinzhen Shares [10]. 5. Insurance IT, highlighting companies like Newzhisoft and Zhongke Soft [11]. Industry Drivers and Policy Support - The report discusses the strong internal and external drivers for AI application in finance, including the continuous expansion of IT spending by financial institutions and supportive government policies [14][25]. - The maturity of large model technology and its alignment with the financial industry's needs are emphasized, indicating a shift towards industry adaptation [14][18]. Technical Aspects - The report outlines two main technical paths for AI integration in finance: general models trained with financial data and specialized financial models [36]. - DeepSeek R1 is highlighted as a significant advancement in AI deployment for financial institutions, offering enhanced reasoning capabilities and cost efficiency [45][52]. - The report notes that the performance of DeepSeek R1 has improved significantly, with accuracy rates in complex reasoning tasks rising from 70% to 87.5% after updates [48]. Market Trends - The financial sector's technology investment is projected to grow significantly, with a total expected investment of 650 billion yuan by 2028, reflecting a compound annual growth rate of approximately 13.3% [25][31]. - The report indicates a notable increase in AI-related procurement projects within the financial sector, with 133 large model projects initiated in 2024 alone [27][35].

Core Viewpoint - The company is accelerating its overseas licensing and account system layout, establishing subsidiaries in Hong Kong and the United States, and has successfully obtained the MSB license while applying for the MSO license [1] Group 1 - The company has set up a subsidiary named Hong Kong Star Express Payment Company in Hong Kong and NovaPay in the United States [1] - The company has successfully obtained the MSB (Money Services Business) license [1] - The company is currently in the process of applying for the MSO (Money Service Operator) license and will disclose further progress according to relevant requirements [1]

当汽车进入自动驾驶时代，它会给日常用车场景带来哪些改变？答案远超想象：自动寻找空闲车位并泊 车、自主完成充电、自动前往维修保养门店进行清洗、保养并返回车位。《中国经营报》记者注意到， 这一切，正随着更高级别自动驾驶的落地而走进现实。 "服务生态正在成为继汽车制造、数字与AI技术以外的汽车产业第三大竞争力。汽车服务业到2028年将 形成超8万亿的市场规模，成为我们待开发的第二个汽车产业。"近日，车百会理事长张永伟在首届自动 驾驶出行生态论坛上表示，随着汽车产业迈入自动驾驶时代，必须建立与之相匹配的数字化、新型汽车 服务业态。他强调，智能化不仅是汽车制造业的发展方向，同样也是汽车服务业的未来。 中经记者 尹丽梅 张硕 北京报道 我国正在多个城市有序推进自动驾驶商用化进程。引望智能驾驶产品线总裁李文广认为，自动驾驶的落 地将重塑出行生态，带来用户价值、生态价值以及社会价值。"在生态价值上，围绕洗车、停车、充 电、保险等进行跨行业融合升级，能够激活出行新产业空间，盘活存量资源，进而为用户节省时间，带 来更大便利。" 重新定义停车 停车难问题正困扰着越来越多的城市。论坛同期发布的《自动驾驶出行生态2025》报告（以下简 ...