近日，洛图科技发布了一则《中国学习平板零售市场月度追踪》报告。数据显示，2025年中国学习平板市场的全渠道销量为632.1万台，同比2024年增长 6.7%；销售额为199.1亿元，同比增长4.5%。 虽然相比2024年，市场依旧保持了正增长态势，但我们能观察到，2025年的增速明显下滑——增速远低于年中预期的14.6%，全年销量没有达到预测的 679万台。 学习平板无疑是当下最火热的电子教育赛道之一，作业帮、学而思、科大讯飞、猿力科技等"大厂"纷纷重注，将其视为重要的增长点。 如今增速大幅放缓，难道意味着学习平板的增长即将触及"天花板"，要卖不动了？ -01-火爆的"学习神器"，为什么跑不动了？ 2025年中国学习平板增速放缓，是政策、行业、产品等多维因素叠加的结果： 第一个原因，就是政策红利的"退坡"。 2024年下半年的"国补"刺激了消费，2025年初"国补"扩围，又将学习平板纳入补贴类目，提前释放了大量需求，造成高基数；但2025年下半年政策收紧 后，市场自然回落。 因此数据显示，2025年学习平板的销量"前高后低"：第一季度销量曾同比大涨近30%，结果到了第三、第四季度回落到只有3.5%、5.9%， ...

（来源：淘金ETF） 教育ETF 1. 金现代 300830 公司专注行业数字化与低代码开发，主营电力、化工等领域信息化解决方案，拥有垂直领域专用大模型 与AI智能取数、AI配料智能体等核心产品，深度服务央企与工业企业数智化转型。在AI应用全面爆发 背景下，公司依托低代码+AI开发优势，可快速对接阿里云、华为云开放工具与大模型能力，大幅缩短 项目交付周期、降低研发成本，AI赋能工业生产、设备管理、质量管控等场景落地加速，订单与交付 效率同步提升，充分受益于全行业AI应用普及与企业数字化需求扩张，成长空间持续打开。公司在电 力信息化领域具备深厚积累，AI技术与行业Know-How深度融合，可快速响应客户智能化升级需求，随 着AI开发成本下降与落地效率提升，其在能源、化工等行业的AI解决方案有望加速复制，进一步巩固 市场地位，打开业绩增长新空间。 2. 赛意信息 300687 公司是国内领先的企业数智化服务商，聚焦智能制造、工业软件与ERP实施，为电子、光伏等行业提供 MES与工业互联网解决方案，自研谷神工业大模型与PCB行业垂直模型，AI解决方案已实现规模化订单 落地。作为华为MetaERP核心合作伙伴，公司深 ...

2026 年 2 月 27 日 总量研究 节后表现值得期待 ——2026 年 3 月 A 股及港股月度金股组合 要点 2 月 A 股港股出现分化 2月A股主要指数涨多跌少，行业端分化明显，综合、建筑材料、国防军工涨幅 居前。受市场情绪积极、风险偏好维持高位等因素影响，2月（截至26日），A 股主要指数大多出现上涨，其中中证1000涨幅最大，2月份累计上涨了2.9%，而 科创50跌幅最大，累计下跌了1.6%。 2月港股市场出现回调。2月受外围市场波动、市场情绪回落等因素影响，港股 市场整体走势偏震荡。截至2026年2月26日，恒生香港35、恒生指数、恒生综合 指数、恒生中国企业指数、恒生科技的涨幅分别为3.9%、-3.7%、-3.8%、-5.4%、 -10.6%。 A股观点：表现值得期待，把握成长与顺周期两条主线 未来将进入到经济数据与政策验证阶段，市场表现值得期待。在春节之后，市场 交易热度会出现季节性回升，奠定了未来市场表现的基础。同时，未来一个月市 场将进入到密集的数据与政策验证期。1、2 月份的一系列经济金融数据将会逐 步披露，奠定市场对于全年经济的基础预期。总体来看，3 月份权益市场机会仍 然大于风险 ...

Group 1 - Salesforce, a leading software company, saw its stock rise over 4% after its earnings report, contributing to a strong rebound in the A-share software sector, with the software ETF Huatai (159590) increasing by over 2% and trading volume exceeding 50 million yuan [1][2] - Major component stocks of the software ETF showed positive performance, with Shunwang Technology rising over 11%, Tuo Wei Information hitting the daily limit, and Runhe Software increasing by over 6% [3] - The trading data for key stocks in the software sector indicates significant gains, with Tuo Wei Information at 10% increase and a transaction volume of 3.037 billion yuan, while Runhe Software and Shunwang Technology also reported substantial trading volumes [4] Group 2 - Multiple institutions believe that the recent decline in the software industry was excessive, and a rebound is likely to continue. Main Street Research's CIO noted that the software sector's sell-off has reached a bottom, while Goldman Sachs indicated that the recent rebound could persist despite high short-selling levels [5] - The AI model usage in China has surged, surpassing that of the U.S. for the first time, with a record 4.12 trillion tokens called in a week, indicating a strong growth momentum in the Chinese AI sector [6] - HSBC's report titled "Software Will Eat AI" argues that software will not be threatened by AI but will instead be the key means for large enterprises to leverage AI effectively. The report emphasizes that traditional software giants will lead in developing the best AI software due to their deep domain expertise and established customer trust [7][8] Group 3 - HSBC predicts that 2026 will mark the beginning of significant monetization in the software industry, which is currently undervalued. The report suggests that the total addressable market for software is on the verge of a large-scale expansion cycle [8] - Zhongyou Securities anticipates that AI agents will become a crucial commercial application of large models, with significant deployments across various industries, indicating a shift towards specialized applications in vertical fields [9] - Dongfang Securities acknowledges the rationality behind concerns that AI models may disrupt the software industry but suggests a "K" shaped differentiation in the future, where software with unique data resources will be less threatened compared to horizontal software lacking such advantages [10]

2月27日，国产算力链强势崛起，云计算ETF（159890）开盘拉升涨超1%、目前涨0.74%，成份股表现活跃；拓维信息强势封涨停板，云天励飞大涨13%， 网宿科技、润和软件涨超6%，拓尔思、光环新网、汉得信息、中国软件等多股跟涨。 资金面热度持续攀升。据Wind Level2实时行情结合均价预估，截至发稿，云计算ETF（159890）盘中净流入超6600万元，近5日累计获净申购约5890万元， 规模累破前高。 分析认为，此次V4以国产芯片为基准原生适配，标志着国产算力产业链从过去的"可用"正式走向"规模商用"，有望扭转国产芯片"有算力无生态"的困境，国 产算力逻辑被彻底强化。 该指数前十大重仓包括科大讯飞、金山办公、中际旭创、新易盛、浪潮信息、中科曙光、紫光股份、恒生电子、润泽科技、拓维信息等软硬件龙头，有望充 分受益于AI新基建浪潮。 | | 1.898 +0.014 +0.74% | | | 云计算ETF . | | | --- | --- | --- | --- | --- | --- | | | SZSE CNY 10:12:42 交易中 查看L2全景 | | | 10 | | | | 净值走势 | ...

Group 1 - Company iFLYTEK is a leading player in the domestic AI sector, possessing its own Spark cognitive model with capabilities in code generation, intelligent development, research Q&A, and automated testing, and maintains a long-term deep cooperation with Huawei Cloud [1] - The model can efficiently collaborate with Huawei Cloud's CodeArts to provide AI-assisted development services across various industries including finance, government, education, industry, and healthcare [1] - The demand for enterprise-level AI coding is surging, leading to accelerated deployment in low-code development platforms, intelligent programming assistants, and industry digital solutions, with a robust income structure and growth potential [1] Group 2 - China Software is the absolute leader in the domestic software and Xinchuang industry, focusing on operating systems, databases, middleware, industry solutions, and major digital engineering services, with deep ecological binding with Huawei in various fields [2] - The comprehensive promotion of CodeArts will significantly enhance the company's software development efficiency, system iteration speed, and project delivery quality, effectively reducing R&D costs [2] - The company’s business deeply covers high-barrier industries such as finance, energy, transportation, government, and national defense, benefiting from dual dividends of policy support and industry demand [2] Group 3 - Yonyou Network is a leading vendor in the domestic enterprise cloud services and ERP sector, establishing long-term strategic cooperation with Huawei Cloud in hybrid cloud deployment, industrial internet, and digital transformation [3] - The self-developed enterprise-level AI model is fully integrated into Yonyou's BIP intelligent business platform, enhancing application development efficiency and driving high-quality growth in cloud service subscription revenue [3] - The company’s client base includes large and medium-sized enterprises, specialized and innovative companies, and growing SMEs, with increasing penetration in various industries [3] Group 4 - Oriental Guxin specializes in big data platforms, cloud computing services, industrial internet, and industry digital solutions, maintaining stable cooperation with Huawei in several areas [4] - The company provides integrated services in intelligent development, system integration, and data middle platform construction, with high business barriers and strong customer stickiness [4] - The AI coding tools' widespread adoption will significantly improve efficiency in large digital project delivery and core system iteration [4] Group 5 - Runhe Software is a core ecological co-builder of Huawei's open-source Harmony and Euler operating systems, participating deeply in ecological construction and adaptation development [5] - The company collaborates closely with Huawei Cloud in AI development tools, low-code platforms, and industry solutions, significantly enhancing application development and project delivery efficiency [5] - The widespread adoption of AI coding tools will effectively shorten project cycles, reduce R&D costs, and improve product stability [5] Group 6 - Digital China is a leading cloud management service and digital solution provider, deeply involved in Huawei's cloud ecosystem, offering a range of services including application development and digital transformation [6] - The company benefits from the growing demand for cloud management services and system integration as AI coding tools become prevalent in the enterprise sector [6] - Its comprehensive competitiveness continues to strengthen in various fields including digital government, intelligent manufacturing, and financial technology [6] Group 7 - Huasheng Tiancheng is a certified excellent ISV partner of Huawei, focusing on cloud computing, big data, and AI solutions, with deep collaboration in various areas [7] - The company’s products can seamlessly integrate with Huawei Cloud's CodeArts, expanding AI development service scenarios [7] - The widespread adoption of AI coding tools will significantly enhance delivery efficiency and product quality across key industries [7] Group 8 - Changshan Beiming, through its subsidiary Beiming Software, is a key ISV partner of Huawei, focusing on smart city, industrial internet, and financial technology [8] - The company collaborates deeply with Huawei Cloud in application development and data governance, with CodeArts enhancing software development efficiency [8] - The adoption of AI development tools will effectively reduce R&D costs and enhance product competitiveness [8] Group 9 - Tuo Wei Information is a strategic partner of Huawei across multiple core ecosystems, focusing on AI infrastructure and digital solutions [9] - The company provides AI development and digital services across various sectors, significantly improving code production efficiency [9] - The demand for AI coding in the enterprise sector continues to rise, leading to sustained business growth [9] Group 10 - Hand Information is a core partner of Huawei Cloud, focusing on enterprise digital transformation and ERP implementation services [10] - The company’s AI coding tools significantly enhance application development and system optimization efficiency [10] - The widespread promotion of CodeArts will open up long-term growth opportunities in enterprise digitalization and AI development services [10] Group 11 - Softcom Power is a leading software and digital technology service provider, deeply cooperating with Huawei Cloud to create intelligent solutions [11] - The company benefits from the widespread adoption of AI development tools, enhancing project delivery efficiency and order acquisition capabilities [11] - Its client base includes high-quality projects in finance, internet, and intelligent manufacturing [11] Group 12 - Donghua Software is a comprehensive industry solution provider, maintaining long-term cooperation with Huawei in various fields [12] - The company’s collaboration with Huawei Cloud enhances software development efficiency and project delivery quality [12] - The adoption of AI coding tools will further strengthen the company’s competitive position in the digital economy [12] Group 13 - Qiming Star is a leading enterprise in the network security sector, collaborating with Huawei in various security areas [13] - The company’s products are increasingly penetrating high-security demand industries, benefiting from the AI and security development model [13] - The demand for automated security operations and compliance code development is rapidly growing [13] Group 14 - SuperMap Software is a leading GIS platform provider, collaborating with Huawei in various fields [14] - The company’s GIS platform software is fully compatible with Huawei Cloud, enhancing industry application development efficiency [14] - The adoption of AI coding tools will accelerate the integration of GIS and AI applications [14] Group 15 - Baoxin Software is a dual leader in industrial software and IDC computing services, deeply cooperating with Huawei in various areas [15] - The company’s AI coding tools significantly enhance the efficiency and stability of industrial software development [15] - The company benefits from the growing demand for industrial AI and digital transformation [15] Group 16 - Unisplendour is a leading player in the ICT infrastructure sector, maintaining a competitive ecological partnership with Huawei [16] - The company provides integrated solutions in computing hardware, cloud platforms, and industry digital solutions [16] - The demand for AI and cloud computing is expected to drive sustained growth in the company’s performance [16] Group 17 - Shiji Information is a leader in hotel information and tourism digitalization, collaborating with Huawei in various areas [17] - The company’s AI technology enhances the efficiency of industry application development and system iteration [17] - The demand for intelligent systems in the tourism sector is expected to continue growing [17] Group 18 - Weining Health is a leader in the medical information sector, collaborating with Huawei to promote digital and intelligent upgrades [18] - The company’s products are widely used in various healthcare settings, benefiting from the growing demand for medical digitalization [18] - The adoption of AI coding tools will enhance the efficiency of medical software development [18] Group 19 - Hengsheng Electronics is a leader in financial IT, deeply cooperating with Huawei in various financial technology areas [19] - The company’s collaboration with Huawei enhances the efficiency of financial core system development [19] - The adoption of AI development tools is expected to strengthen the company’s position in the financial IT sector [19]

2月25日，武汉市经开区发改局对"武汉经开区2025年度经济人物"名单进行公示，岚图汽车科技股份有限公司党委书记、董事长卢放、小鹏汽车科技集团有 限公司高级副总裁兼华中区总经理李昌华等30人入选。社会各界如有异议，可通过联系电话（027-84897336）向评选委员会反映。 版权归原作者所有，向原创致敬 "武汉经开区2025年度经济人物"公示名单如下： | 序号 | 姓名 | 职务 | | --- | --- | --- | | l | 卢 放 | 岚图汽车科技股份有限公司党委书记、董事长 | | 2 | 李昌హ | 小鹏汽车科技集团有限公司高级副总裁兼华中区总经理 | | 3 | 杨彦鼎 | 东风研发总院党委书记、院长 | | 4 | 薛 辉 | 抖音集团大区执行总裁 | | 5 | 朱顺全 | 湖北鼎龙控股股份有限公司总裁 | | б | 曹东杰 | 东风本田汽车有限公司执行副总经理 | | 7 | 汪俊君 | 东风奕派汽车科技公司总经理 | | 8 | 张明江 | 武汉金发科技有限公司总经理 | | 9 | 黄开明 | 武汉天源环保股份有限公司董事长 | | 10 | 张锋 | 法雷奥照明系统中国区总裁 ...

从智能酿造到先进制造，再到蓬勃崛起的智算集群，一场围绕1毫秒（ms，1秒等于1000毫秒）时延的 城市算力网络设施建设正在全国铺开。通过一根根"信息动脉"，算力被源源不断地输送，支撑我国人工 智能产业发展。 近日，《证券日报》记者深入上海、成都等地产业链核心腹地，探寻1毫秒时延如何打通从城市算网中 心到企业车间的"毛细血管"，洞察算网融合建设浪潮下产城融合的质变之路。 工厂里的"算力突围" 本报记者 贾丽 在福建滨海产业新城，百威雪津啤酒有限公司亚太地区产能最大的啤酒制造旗舰基地，正通过5G工业 互联网以毫秒级的数据传输驾驭着日均2550吨的产能；在湖北岚图汽车科技股份有限公司国家级智能工 厂，超900台工业机器人"团队"与自动化产线"同频共振"，协同精度可达毫秒级，平均每63秒就能下线 一辆整车…… 四川长虹相关负责人表示："我们正在让AI重构制造的'神经系统'，这也触发了深层次的组织流程变 革，从而确保最懂业务的人能依托毫秒级更新的数据，第一时间做出最优判断。" "算网协同"重构算力供给 "以前我们想用AI做工业质检，但高清图像传输到云端再返回结果，时延往往达几十毫秒甚至上百毫 秒，极大影响高速产线效率。 ...

Group 1 - The core viewpoint emphasizes that artificial intelligence (AI) is a crucial area for cities to compete in the future, with Weifang positioning itself to lead in this domain [1][5] - Weifang has a strong industrial foundation, ranking 32nd among China's advanced manufacturing cities, with five trillion-level industrial clusters, providing fertile ground for AI applications [2][3] - The city has already made significant strides in AI hardware manufacturing, supporting leading companies in various sectors, which positions it as a pioneer in the AI landscape [2][3] Group 2 - Weifang's strategy for AI development focuses on three pillars: supporting leading enterprises, empowering smaller companies, and building a robust ecosystem [3][4] - The government emphasizes a collaborative relationship with businesses, recognizing that companies are the main drivers of AI innovation, while the government acts as a supportive entity [4] - The "leading half a step" strategy signifies a proactive approach to seizing opportunities in AI, aiming to transform Weifang into a regional hub for innovation and economic growth [5]

分红方面，科大讯飞A股上市后累计派现26.21亿元。近三年，累计派现6.89亿元。 机构持仓方面，截止2025年9月30日，科大讯飞十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股7059.68万股，相比上期增加793.40万股。华泰柏瑞沪深300ETF（510300）位居第五大流 通股东，持股3939.82万股，相比上期减少125.20万股。华夏中证机器人ETF（562500）位居第六大流通 股东，持股3591.11万股，相比上期增加670.27万股。易方达沪深300ETF（510310）位居第八大流通股 东，持股2845.06万股，相比上期减少90.72万股。华夏沪深300ETF（510330）位居第九大流通股东，持 股2123.09万股，相比上期减少29.74万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，科大讯飞股份有限公司位于安徽省合肥市高新开发区望江西路666号，成立日期 ...