在上市公司路演环节，各公司管理层分别就其业务重点和战略布局进行分享。在人工智能与金融科技板 块，广电运通（002152）集团股份有限公司总经理李叶东表示，公司持续贯彻"AI in All"战略，聚焦 AI+金融科技、城市智能、智慧交通等赛道，并在具身智能、国产算力、跨境支付等方向寻求突破，致 力于成为人工智能行业应用领军企业。 北京中科江南（301153）信息技术股份有限公司董事长罗攀峰表示，公司以电子化构筑核心"护城河"， 积极拓展国库资金支付至广域政府资金管理，服务行政民生；积极引入AI助力财政管理从流程化走向 智能化；医保领域和电子凭证领域厚积薄发提升业务规模，探索数据应用。 空天与通信业务板块方面，广州海格通信（002465）集团股份有限公司董事长余青松表示，公司将全面 瞄准国家新质生产力(空天信息、低空经济、芯片、机器人、6G、智慧海洋等)的打造和新质战斗力(新 域新质作战力量、无人智能作战力量等)的提升，推动高端制造业与现代服务业协同发展。 本报讯(记者丁蓉)12月3日，广州数字科技集团有限公司(以下简称"广州数科集团")举办2025年投资者集 体交流会，并携旗下5家上市公司共同出席。此次会议以" ...

Core Insights - Guangzhou Digital Technology Group held an investor conference focusing on becoming a leading enterprise in digital technology integration, with participation from five listed companies [1] - The conference featured a hybrid format of online streaming and offline presentations, attracting over 150,000 online viewers [1] Group 1: Company Strategies - The chairman of Guangzhou Digital Technology Group emphasized a dual-driven strategy of "real economy + capital," focusing on technological innovation and capital operation to accelerate the layout in AI, digital finance, and other future industries [2] - Each listed company presented their business focuses and strategic layouts, with Guangdian Yuntong highlighting its "AI in All" strategy, aiming to lead in AI applications within financial technology and smart transportation [2] - Zhongke Jiangnan is leveraging electronic solutions to enhance fiscal management and expand into healthcare and electronic voucher sectors [2] Group 2: Industry Focus Areas - Haige Communication is targeting the development of new productivity in aerospace and communication sectors, including 6G and smart ocean technologies, to enhance high-end manufacturing and modern services [3] - Guangdian Measurement is focusing on quality assurance services in emerging industries like aerospace and satellite internet, aligning with national quality strategies [3] - Guangha Communication aims to strengthen its position in intelligent command and dispatch systems through a reliable communication network and intelligent services [3]

Core Insights - The company has made significant progress in the digital economy, particularly in digital currency and AI-driven data elements, positioning itself as a leader in these innovative fields [1] Digital Currency Developments - The company is one of the few in China capable of providing comprehensive digital currency technology services, having established regional platforms in cities like Guangzhou and Fangchenggang [1] - Notable implementations include the first digital currency metro transit scenario in Guangzhou and the first government closed application scenario in the city [1] Data Element Market Engagement - The company was among the first listed firms to enter the data element market, focusing on building operational capabilities in public data processing, development, and trading [1] - It has a stake in the Guangzhou Data Exchange and has successfully entered the secondary market for data elements [1] - In April, the company won a bid for a pilot project in digital data circulation infrastructure in Guangzhou, valued at 35.0187 million yuan, marking a significant milestone in urban data market configuration [1] Future Plans and Integration - The company aims to further integrate digital currency, data elements, and technologies like AI and big data to provide comprehensive digital solutions across various sectors, including finance, government, and transportation [1] - The strategy involves a dual-driven approach of "industry + capital" to empower the digital transformation of numerous industries [1]

Core Insights - The company has made significant advancements in the digital economy, particularly in digital currency and AI-driven data elements, positioning itself as a leader in these future-oriented sectors [1][2] Group 1: Digital Currency Developments - The company is one of the few in China capable of providing comprehensive digital RMB technology services, having established regional platforms in cities like Guangzhou and Fangchenggang [2] - Notable implementations include the first digital currency application in Guangzhou's subway system and a closed application scenario for government services in the city [2] - The company has also created Guangdong's first digital financial ecosystem cooperation platform, showcasing its leadership in digital currency applications [2] Group 2: Data Element Market Engagement - The company is among the early entrants in the data element market, focusing on building operational capabilities in public data processing, development, and trading [2] - It has invested in the Guangzhou Data Exchange, successfully entering the secondary market for data elements [2] - A significant milestone was achieved with a successful bid for a project worth 35.0187 million yuan aimed at constructing data circulation infrastructure in digital Guangzhou, marking a breakthrough in urban data element market configuration [2] Group 3: Future Integration and Strategy - The company plans to continue integrating digital RMB, data elements, and technologies like AI and big data to provide comprehensive digital solutions across various industries [2] - The strategy involves a dual approach of "industry + capital" to empower sectors such as finance, government, and transportation in their digital transformation efforts [2]

（文章来源：证券日报） 证券日报网讯 12月2日，广电运通在互动平台回答投资者提问时表示，二级市场股价通常受多重复杂因 素影响，公司始终以提升经营业绩和内在价值为核心，并通过持续分红等方式积极回报股东信任。子公 司运通信息在广州市数字政府一朵云项目上与阿里云开展数据库、商业智能分析工具等方面合作。 ...

证券日报网讯 12月2日，广电运通在互动平台回答投资者提问时表示，2025年11月28日，公司股东人数 为101681户。 （文章来源：证券日报） ...

格隆汇12月2日丨广电运通(002152.SZ)在投资者互动平台表示，1、二级市场股价通常受多重复杂因素 影响，公司始终以提升经营业绩和内在价值为核心，并通过持续分红等方式积极回报股东信任。2、子 公司运通信息在广州市数字政府一朵云项目上与阿里云开展数据库、商业智能分析工具等方面合作。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002152 证券简称：广电运通 公告编号：临2025-056 广电运通集团股份有限公司 关于承接人工智能应用中试基地建设项目暨关联交易的公告 一、关联交易概述 1、近日，广电运通集团股份有限公司（以下简称"公司""广电运通"）收到广东省机电设备招标有限公 司发出的两份《中标通知书》，公司分别为"人工智能应用中试基地硬件建设项目（第一阶段）-设备购 置及配套服务"和"人工智能应用中试基地软件建设项目"的中标单位，中标金额合计为30,837.92万元。 2、公司独立董事于2025年11月24日召开第七届董事会独立董事专门会议第十二次会议，以3票同意、0 票反对、0票弃权的表决结果审议通过了《关于承接人工智能应用中试基地建设项目暨关联交易的议 案》，并同意将该议案提交公司董事会审议。 公司于2025年11月26日召开的第七届董事会第十九次（临时）会议以6票同意、0票反对、0票弃权的表 决结果审议通过了《关于承接人工智能应用中试基地建设项目暨关联交易的议案》，其中关联董事邓家 青、赵倩、钟勇对该议案回避表决。 3、鉴于上述两个公开招标项目的招标人广州数字健 ...

Key Points - The announcement highlights various corporate activities including partnerships, contracts, and share buybacks [1][2] - Notable companies mentioned include 实达集团, 北大医药, and 福建高速, among others [1][2] Group 1: Company Announcements - 实达集团 has not engaged in any business cooperation with 阿里云 [1] - 北大医药's related flu medication has not yet been organized for production and sales [1] - 福建高速 plans to invest 180 million yuan in the capital increase project of 海峡保险 for 2025 [1] Group 2: Contracts and Projects - 圣晖集成 has signed daily operational contracts worth 278 million yuan [1] - 广电运通 is undertaking the construction of an artificial intelligence application pilot base [1] - 江海股份 intends to jointly establish a research institute with related parties [1] Group 3: Equity Transactions - 华峰铝业 plans to acquire 100% equity of 华峰普恩 for 100 million yuan [1] - 海南高速's subsidiary intends to acquire 51% equity of 海南华特 [1] - 阿拉丁 plans to purchase 35% equity of 佑科 for 61.25 million yuan, enhancing its product line in general analytical instruments [1] Group 4: Share Buybacks and Reductions - 东方创业 intends to repurchase company shares worth 50 million to 100 million yuan [2] - 上海机电 plans to buy back between 10.2274 million and 20.4548 million shares [2] - 南方精工's actual controller's concerted party plans to reduce holdings by no more than 2.54% [2]

Group 1 - The Ministry of Commerce of China and the European Commission discussed semiconductor supply chain issues, emphasizing the need for constructive communication between ASML Netherlands and ASML China to stabilize the global semiconductor supply chain [2] - Vanke faced a significant decline in both stock and bond markets, with some bonds dropping over 35% and the stock price nearing historical lows, prompting a meeting regarding bond extension [2] - The Chinese government instructed domestic airlines to reduce flights to Japan before March 2026, reflecting ongoing diplomatic tensions [3] Group 2 - Six departments in China released a plan to enhance the adaptability of consumer goods supply and demand, aiming for a significant optimization of the supply structure by 2027 [3] - The National Development and Reform Commission announced a new management method for credit repair, effective from April 2026, categorizing dishonest information into three levels [3] - The A-share market saw fluctuations, with the Shanghai Composite Index closing down 0.15%, while the Shenzhen Component Index and the ChiNext Index recorded gains [4] Group 3 - Li Auto reported a 36.2% year-on-year decline in Q3 revenue, with an adjusted net loss of 360 million yuan, and projected a further decline in Q4 revenue [5] - The insurance sector welcomed new funds into long-term investment trials, with a new private equity fund entering operation [4] - The Chinese Nonferrous Metals Industry Association opposed the zero or negative processing fees in the copper smelting industry, calling for better management of copper smelting capacity [8] Group 4 - The medical device market in China is expected to reach 1.22 trillion yuan by 2025, with a significant increase in the number of production enterprises [9] - The financial support plan in Guangdong aims to facilitate industry chain integration and improve the quality of listed companies [8] - The Hong Kong stock market saw a net sell-off of 39.52 billion HKD by southbound funds, with notable movements in major tech stocks [4]