长沙晚报掌上长沙12月18日讯 据湖南日报消息（记者 唐亚新 陆薇）12月18日，2025三湘民营企业百强榜新闻发布会在长 沙举行。三一集团有限公司、长沙市比亚迪汽车有限公司、蓝思科技股份有限公司等100家企业入围。 今年4月开始，湖南省工商联对全省2024年度营业收入超过5亿元的上规模民营企业进行调研，以年营业收入为主要参考 指标，经审核审议后最终形成2025三湘民营企业百强正式榜单。 | 5 | 明用付入工以未四日以 | 娄底市 | 四 二 立 内 ロ 小 / | | --- | --- | --- | --- | | | 公司 | | 延加工业 | | 6 | 湖南五江控股集团有限 | 娄底市 | 金属制品业 | | | 公司 | | | | 7 | 湖南中伟控股集团有限 | 长沙市 | 综合 | | | 公司 | | | | 8 | 湖南鸣鸣很忙商业连锁 | 长沙市 | 批发业人 X | | | 股份有限公司 | | | | 9 | 金东投资集团有限公司 | 长沙市 | 酒、饮料和精制茶 制造业 | | 10 | 湖南博深实业集团有限 | 长沙市 | 商务服务业 | | | 公司 | | | | 11 ...

Core Viewpoint - The Shenzhen Stock Exchange indices will undergo sample adjustments effective from December 15, with significant changes in the constituent stocks of various indices [1] Group 1: Index Adjustments - The Shenzhen Component Index will replace 17 constituent stocks, adding 7 from the main board and 10 from the ChiNext [1] - The ChiNext Index will replace 8 constituent stocks [1] - The Shenzhen 100 Index will replace 7 constituent stocks, with 4 from the main board and 3 from the ChiNext [1] - The ChiNext 50 Index will replace 5 constituent stocks [1] Group 2: New Additions - New additions to the Shenzhen Component Index include Demingli, Wolong Nuclear Material, and Tuo Wei Information [1] - New additions to the ChiNext Index include Shuanglin Shares, Changshan Pharmaceutical, and Fulian Precision [1] - New additions to the Shenzhen 100 Index include Cangge Mining, Guohuo Aviation, and Dongshan Precision [1] - New additions to the ChiNext 50 Index include Changshan Pharmaceutical, Feilihua, and Xiechuang Data [1]

长沙晚报掌上长沙12月12日讯（全媒体记者 匡小娟）12月12日，湖南省互联网企业综合实力指数 （2025）发布会在世界计算·长沙智谷举办。现场发布了2025年湖南省互联网综合实力前30家企业、互 联网成长型前10家企业、互联网创新型前10家企业名单和《2025年湖南省互联网企业综合实力研究报 告》。其中，长沙共有49家企业入榜，芒果超媒、拓维信息、兴盛优选位列榜单前三。 记者梳理榜单发现，成长型前10家企业业务规模高速扩张，其2024年互联网业务收入平均增速达 67.1%，较去年提高13个百分点；研发费用平均增速达20.5%，平均研发强度13.7%，研发人员平均增速 达23.4%。 综合实力前30强均来自长沙 榜单中，芒果超媒股份有限公司等企业进入2025年湖南省互联网综合实力前30家企业名单。2024年，这 30家企业互联网业务收入达298.7亿元，其中过半企业实现营收正增长，7家企业互联网业务收入增速超 19%。 值得一提的是，前30家企业集中分布在长沙市，业态丰富多元，其中开展软件服务业务的企业共7家， 领先于其他业务种类。其他业务包括大文娱5家，网络营销5家，公共服务4家，算力基础设施2家，生活 服 ...

Group 1 - Huawei, Alipay, and China Mobile Internet have signed a cooperation agreement to initiate the "Talk as a Service" (TaaS) era, marking a shift towards intelligent communication services [1] - The collaboration aims to leverage AI and 5G technologies to transform traditional communication into a smart service platform, allowing users to fulfill diverse needs through a single call [1] - The initiative is expected to reshape the basic communication experience and contribute to building an inclusive digital society by upgrading communication services from a "voice entry" to a "business entry" in the AI era [1] Group 2 - The national plan "5G Scale Application 'Sailing' Action Upgrade Plan (2025-2027)" emphasizes the innovation development of applications like 5G new calls, with over 70 terminal types expected to support DC call assistant functions by the end of 2025, covering over 1.1 billion devices [2] - Related A-share concept stocks include Lian'ang Technology and Tuo Wei Information, indicating potential investment opportunities in companies involved in this sector [3]

拓维信息系统股份有限公司 证券代码：002261 证券简称：拓维信息 公告编号：2025-071 拓维信息系统股份有限公司 关于新增募集资金专项账户并签订募集资 金三方监管协议的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，并对公告 中的虚假记载、误导性陈述或重大遗漏承担责任。 一、募集资金基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于核准拓维信 息系统股份有限公司非公开发行股票的批复》（证监许可【2020】2400号）核 准，拓维信息系统股份有限公司（以下简称"公司"）非公开发行人民币普通股 （A股）147,250,800股，发行价格为6.22元/股，募集资金总额为915,899,976.00 元，扣除已支付的相关发行费用后实际收到人民币 910,320,476.12 元，扣除其 他应付未付的相关发行费用后，实际募集资金净额为人民币 906,848,778.01 元。 上述募集资金已于2021年9月10日划至公司指定账户，并经致同会计师事务所 （特殊普通合伙）审计并出具致同验字[2021]第110C000630号《拓维信息系统 股份有限公司验资报告》。 公司已对募集资金实施 ...

Core Insights - The article highlights the strong performance of sectors such as consumer electronics, components, and communication devices, with a focus on AI infrastructure and applications driving growth in cloud computing ETFs [1] Group 1: AI Computing Developments - Google's TPU has introduced a new direction for AI computing with its OCS next-generation optical interconnect solution, designed specifically for accelerating AI and machine learning tasks, marking it as a significant support following GPUs [6] - Alibaba has raised its AI investment guidance, confirming a potential increase in capital expenditures to 380 billion yuan over the next three years, with cloud business growth reported at 34% [7] - Beijing has launched a "space computing" plan to build large-scale data centers in low Earth orbit, aiming to transfer substantial AI computing power to space [8][9] Group 2: Market Growth Projections - According to the China Academy of Information and Communications Technology, the global computing power scale is projected to grow to over 16 ZFLOPS by 2030, with a compound annual growth rate exceeding 50% [3] - The global cloud computing market is expected to reach $692.9 billion in 2024, reflecting a year-on-year growth of 20.3%, while China's cloud computing market is anticipated to grow to 828.8 billion yuan, a 34.4% increase [3] - The cloud computing ETF (159890) tracks the CSI Cloud Computing and Big Data Theme Index, which includes leading companies in optical modules, electronic terminals, and software development [3][13] Group 3: Investment Opportunities - The investment landscape for computing power is evolving, with new stock offerings from companies like Moore Threads and Muxi indicating a potential shift in the investment paradigm [2] - The demand for AI computing infrastructure is expected to remain robust, with significant opportunities in the supply chain for optical modules and related technologies [18][19]

Core Viewpoint - Multiple indices in the A-share market are undergoing significant adjustments, with announcements made by the Shanghai and Shenzhen Stock Exchanges regarding changes to sample stocks in various indices [2][4]. Group 1: Index Adjustments - On November 28, the Shanghai Stock Exchange announced adjustments to the sample stocks of the Shanghai 50, Shanghai 180, Shanghai 380, and Sci-Tech 50 indices, effective after the market closes on December 12, 2025 [4][14]. - The Shanghai 50 index will replace four stocks, including the addition of SAIC Motor, Northern Rare Earth, Huadian New Energy, and Zhongke Shuguang, while Poly Development, China Mobile, China Aluminum, and CRRC will be removed [5][17]. - The Sci-Tech 50 index will replace two stocks, adding Aojie Technology and Shengke Communication, while Huaxi Biotechnology and Hangcai Co. will be removed [5][6]. Group 2: Shenzhen Stock Exchange Adjustments - The Shenzhen Stock Exchange announced that it will implement regular sample stock adjustments for the Shenzhen Component Index, ChiNext Index, Shenzhen 100, and ChiNext 50 on December 15, 2025 [6][14]. - The Shenzhen Component Index will add 17 stocks, including Tuowei Information, Sifang Jingchuang, and Wolong Nuclear Materials, while Guoyao Yizhi, Haide Shares, and Tibet Mining will be removed [6][7]. Group 3: Additional Index Changes - The ChiNext Index will add eight stocks, including Shuanglin Co., Changshan Pharmaceutical, and Changsheng Bearing [9][11]. - The CSI 300, CSI 500, and other indices will also undergo adjustments, with the CSI 300 replacing 11 stocks, including Huadian New Energy and Shenghong Technology, while removing FAW Liberation and Oppein Home [16][17]. - The CSI 500 index will replace 50 stocks, the CSI 1000 index will replace 100 stocks, and the CSI A50 and A100 indices will replace 4 and 6 stocks respectively [17].

每经AI快讯，拓维信息（SZ 002261，收盘价：31.67元）11月28日晚间发布公告称，截至本公告披露 日，本次减持计划实施期限已届满。公司股东宋鹰、封模春、严宝强、邢霓虹、杨征共减持公司股份约 1016万股，减持股份占公司总股份为0.8068%。 2025年1至6月份，拓维信息的营业收入构成为：信息技术服务及软件占比78.26%，计算机和通信和其 他电子设备制造业占比21.74%。 截至发稿，拓维信息市值为399亿元。 每经头条（nbdtoutiao）——已有75人遇难，1名死者为消防员，还有10名消防员受伤！记者现场直击香 港大埔火灾：燃烧的宏福苑，五级大火的五个谜团 （记者 曾健辉） ...

每经AI快讯，11月28日，拓维信息（002261）(002261.SZ)公告称，公司于2025年8月9日披露了持股5% 以上股东宋鹰、董事封模春及高管严宝强、邢霓虹、杨征的减持计划。截至本公告披露日，上述减持计 划实施期限已届满。9月1日-11月28日，宋鹰减持1002.3万股，封模春减持32,813股，严宝强减持39,375 股，邢霓虹减持36,750股，杨征减持32,813股。 ...

Core Viewpoint - The announcement from Tuowei Information indicates that major shareholders and executives have completed their share reduction plan without affecting the company's control or governance significantly [1] Shareholder Reduction Summary - Major shareholder Song Ying reduced holdings by selling 10.023 million shares at an average price of 36.59 yuan per share, representing a reduction of 0.7956% [1] - Executive Feng Mochun sold 32,813 shares at an average price of 38.37 yuan per share, accounting for a reduction of 0.0026% [1] - Executives Yan Baoqiang, Xing Nihuang, and Yang Zheng reduced their holdings by 39,375 shares, 36,750 shares, and 32,813 shares respectively, with reductions of 0.0031%, 0.0029%, and 0.0026% [1] - The reduction period was from September 1, 2025, to November 28, 2025 [1]