Group 1: Company Overview and AI Model - The Wangdao large model is a self-developed industry model with over 10 billion parameters, supporting various AI capabilities and over 60 industry-specific skills [1] - The model has been applied in multiple sectors, including legal risk control, government services, and smart operations [1] - The company has received regulatory approval for its generative AI services in June [1] Group 2: Digital Payment and Cross-Border Services - The company holds an internet payment license and is actively exploring cross-border payment services, covering RMB settlement for cross-border trade [2] - It is also looking into stablecoin issuance and applications, leveraging its expertise in digital RMB and blockchain technology [2] Group 3: Data Trading and Cross-Border Data Flow - The company is involved in the Guangzhou Data Exchange, promoting cross-border data flow through strategic partnerships with Hong Kong digital asset platforms [3] - Recent collaborations aim to enhance data asset compliance and facilitate cross-border transactions in the Guangdong-Hong Kong-Macao Greater Bay Area [3] Group 4: Public Data Value and Infrastructure Projects - The company is working on integrating public, enterprise, and personal data, contributing to the construction of a trusted data space in Guangzhou [4] - It has secured a project worth 35.0187 million yuan for digital infrastructure development [4] - The company has launched 111 data products on the Guangzhou Data Exchange, promoting local data market growth [4] Group 5: Opportunities in Computing Power - The demand for computing power is increasing due to national infrastructure initiatives and the rise of AI model training [5] - The company’s subsidiary, Guangdian Wuzhou, is a leading provider of intelligent computing products, with an annual production capacity of 240,000 servers [5] - Revenue projections for Guangdian Wuzhou are 558 million yuan in 2022 and 1.702 billion yuan in 2023, indicating rapid growth [5]

数据显示，广电运通8月13日主力资金净流出471.12万元，近五日主力资金累计净流出1.23亿元。 风险提示：以上内容仅供参考，不构成任何投资建议。市场有风险，投资需谨慎。 截至2025年8月13日15时，广电运通报13.37元，较前一交易日上涨0.30%。当日成交量为35.36万手，成 交金额达4.72亿元。 广电运通属于计算机设备行业，主营业务涵盖金融科技、城市智能等领域。公司致力于人工智能、大数 据、云计算等技术研发与应用，提供智能化解决方案和服务。 公司8月12日在互动平台表示，已承建广州人工智能公共算力中心两期项目，助力广州成为粤港澳大湾 区整体算力规划的核心节点。同时公司打造了广州政务信创云、区级政务云等专属云服务，推出自主可 控的运通云、智算调度平台等产品。 ...

Core Viewpoint - The company Guangdian Yuntong has signed a memorandum of cooperation with Huawei to develop native applications based on Ascend hardware and AI frameworks, aiming to enhance digital technology applications across various industries [1] Group 1: Partnership and Collaboration - On June 26, 2024, Guangdian Yuntong officially signed a cooperation memorandum with Huawei [1] - The collaboration focuses on building a native application ecosystem utilizing Ascend hardware and heterogeneous computing architecture [1] Group 2: Technology and Product Development - The partnership will leverage the CANN architecture, MindSpore AI framework, and MindIE inference engine to develop applications [1] - The company plans to continuously release products and solutions, including large models, AI software platforms, and integrated AI hardware and software systems [1] Group 3: Industry Focus - The applications developed will target sectors such as finance, government, transportation, state-owned enterprises, and auditing [1] - The initiative aims to promote the implementation of digital technologies across these industries [1]

金融界消息 截至2025年8月11日收盘，广电运通（002152）报收于13.19元，上涨0.61%，换手率 1.01%，成交量25.12万手，成交金额3.31亿元。 资金流向方面，今日主力资金净流出2823.27万元，占比成交额8.52%。其中，超大单净流出3281.72万 元、占成交额9.9%，大单净流入458.45万元、占成交额1.38%，中单净流出流入1334.68万元、占成交额 4.03%，小单净流入1488.59万元、占成交额4.49%。 天眼查商业履历信息显示，广电运通集团股份有限公司，成立于1999年，位于广州市，是一家以从事计 算机、通信和其他电子设备制造业为主的企业。企业注册资本248338.2898万人民币，实缴资本6624.45 万人民币。公司法定代表人为陈建良。 通过天眼查大数据分析，广电运通集团股份有限公司共对外投资了29家企业，参与招投标项目3506次， 知识产权方面有商标信息105条，专利信息1704条，此外企业还拥有行政许可131个。 广电运通最新一期业绩显示，截至2025一季报，公司营业总收入21.50亿元、同比增长7.16%，归属净利 润2.41亿元，同比减少2.63%， ...

Group 1: Financial Technology ETF Performance - The China Securities Financial Technology Theme Index (930986) increased by 0.58% as of August 12, 2025, with notable gains in constituent stocks such as Cuiwei Co., Ltd. (5.71%) and Dongxin Peace (5.18%) [3] - The Financial Technology ETF (516860) rose by 0.41%, with a latest price of 1.46 yuan, and has accumulated a 2.39% increase over the past week [3] - The Financial Technology ETF's trading volume reached 81.18 million yuan, with a turnover rate of 5.05% [3] Group 2: Software Industry Growth - In the first half of 2025, China's software and information technology service industry generated revenues of 705.85 billion yuan, marking an 11.9% year-on-year growth, with total profits reaching 85.81 billion yuan, up 12.0% [4] - Information technology services accounted for 68.5% of the total industry revenue, with a revenue of 483.62 billion yuan, reflecting a 12.9% increase [4] - Cloud computing and big data services generated 74.34 billion yuan, growing by 12.1% [4] Group 3: AI Development Insights - CICC highlighted the dual scale effects of AI development, suggesting that algorithm innovation is necessary to overcome computational limitations in China [5] - The report emphasized the need for a "patient capital" ecosystem to integrate AI with the real economy, leveraging government funding and optimizing regulatory environments [5] - Financial Technology ETF saw a significant growth in scale, increasing by 263 million yuan over the past two weeks, ranking in the top third among comparable funds [5] Group 4: Financial Technology ETF Historical Performance - As of August 11, 2025, the Financial Technology ETF's net value increased by 132.04% over the past year, ranking 3rd out of 2954 index equity funds [6] - The ETF has recorded a maximum monthly return of 55.92% since inception, with an average monthly return of 10.10% [6] - The ETF's Sharpe ratio was 1.70 for the past year, indicating strong risk-adjusted returns [6] Group 5: Fund Characteristics and Tracking Accuracy - The Financial Technology ETF has the lowest management fee rate of 0.50% and a custody fee of 0.10% among comparable funds [7] - The ETF's tracking error over the past two months was 0.027%, the highest tracking precision among comparable funds [8] - The top ten weighted stocks in the index account for 51.26% of the total index, with companies like Dongfang Fortune and Tonghuashun leading the list [8]

以上产品风险等级为：中高（此为管理人评级，具体销售以各代销机构评级为准） 风险提示：基金不同于银行储蓄和债券等固定收益预期的金融工具，不同类型的基金风险收益情况不 同，投资人既可能分享基金投资所产生的收益，也可能承担基金投资所带来的损失。基金的过往业绩并 不预示其未来表现。投资者应了解基金的风险收益情况，结合自身投资目的、期限、投资经验及风险承 受能力谨慎决策并自行承担风险，不应采信不符合法律法规要求的销售行为及违规宣传推介材料。 中信建投证券指出，GPT-5正式发布，在长文本记忆、幻觉率的降低和推理效率优化，为AI应用的生长 提供了更好的土壤。后续可期待Google、Anthropic的更新和国内模型的跟进，以及基模优化下AI应用 代币化的持续落地。华为全面开源CANN生态，针对不同层级开发者差异化开放，大幅提高开发效率， 有望对标CUDA加速追赶。1）利好有数据、有客户、有场景的软件企业，AI产品有望带动公司ARPU 提升和项目单价上升；2）模型私有化需求增加，利好一体机、超融合和B端服务外包企业；3）市场成 交量持续维持高位，互联网金融标的有望受益。 金融科技ETF（516860）跟踪中证金融科技指数， ...

Group 1 - The latest stock price of the company is 13.27 yuan, an increase of 0.04 yuan from the previous trading day, with a highest intraday price of 13.27 yuan and a lowest of 13.08 yuan, and a trading volume of 191,579 hands, amounting to 253 million yuan [1] - The company operates in the computer equipment industry, focusing on financial technology and urban intelligence sectors [1] - As of July 31, the number of shareholders decreased to 113,788, down by 6,824 from the previous period, with the average number of circulating shares held per shareholder increasing from 20,600 shares to 21,800 shares, and the average circulating market value per shareholder being 288,600 yuan [1] Group 2 - On August 4, the net outflow of main funds was 19.32 million yuan, with a cumulative net outflow of 235.30 million yuan over the past five trading days [1] - The number of shares held by the Shenzhen Stock Connect remained stable, with 30.426 million shares held as of July 31, accounting for 1.22% of the circulating share capital [1]

广电运通8月4日披露，截至7月31日公司股东户数为113788户，较上期（7月20日）减少6824户，环比降 幅为5.66%。 证券时报·数据宝统计，截至发稿，广电运通收盘价为13.27元，上涨0.30%，本期筹码集中以来股价累 计下跌4.53%。具体到各交易日，3次上涨，7次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入21.50亿元，同比增长7.16%，实现净利润2.41 亿元，同比下降2.63%，基本每股收益为0.1000元，加权平均净资产收益率1.90%。（数据宝） （文章来源：证券时报网） ...

Core Viewpoint - Guangdian Yuntong has successfully entered the centralized procurement project of self-service equipment for Huaxia Bank, covering all segments and marking a significant achievement in the smart service solutions for bank branches [1] Group 1: Company Developments - Guangdian Yuntong has been awarded all segments of the self-service equipment procurement project by Huaxia Bank, which includes solutions for cash deposit and withdrawal, high-speed cash processing, and intelligent counters [1] - The company has achieved a historic breakthrough with its innovative intelligent counters and mobile business terminals, indicating full-category coverage in Huaxia Bank's smart service scenarios [1]

根据中国政府网公告，《政务数据共享条例》将于2025年8月1日起施行。 该条例旨在推动政务数据安全、有序、高效共享，提升政府数字化治理能力和政务服务效能，全面推进 数字政府建设，填补了我国在政务数据共享领域的立法空白。 海通证券指出，《条例》首次从国家层面以行政法规形式明确了政务数据共享的体制、路径、规则、保 障措施、法律责任等，并且带来了以下利好：明确管理体制，破解"数据孤岛"难题；构建共享机制，畅 通数据共享通路；优化共享流程，提升数据供给效率，这对政务数据市场的发展将会带来重大利好。 长城证券表示，该条例对政务数据的目录管理、共享使用、平台支撑等工作进行部署，将更好推进政务 数据安全高效共享利用，进一步提升政府数字化治理能力和政务服务效能。在国家对政务数据共享的支 持下，各地先行先试将加快政务数据授权运营的商业跑通，看好该行业发展。 公共数据授权运营：中国移动、中国电信、中国联通、深桑达A、易华录、太极股份、广电运通； 金融服务：恒生电子、中科软；商贸流通：上海钢联； 医疗健康：中科江南、创业慧康、久远银海、万达信息； 交通运输：神州控股、中远海科。 此外财通证券表示，从"互联网+"到"AI+"，政务I ...