Group 1 - The football concept sector rose by 3.38%, ranking third among concept sectors, with 22 stocks increasing, including Jinling Sports which hit a 20% limit up [1] - Notable gainers in the football concept include Kongliyuan, Xinghui Entertainment, and Lehman Optoelectronics, which rose by 11.01%, 8.98%, and 6.16% respectively [1] - The sector saw a net inflow of 298 million yuan from main funds, with Jinling Sports leading the inflow at 63.90 million yuan [2][3] Group 2 - The top stocks by net inflow in the football concept include Jinling Sports, Xinghui Entertainment, and Zhongti Industry, with net inflows of 63.90 million yuan, 53.51 million yuan, and 44.28 million yuan respectively [3][4] - The highest net inflow ratio was observed in Jian Sheng Group, Aibisen, and Lehman Optoelectronics, with ratios of 9.80%, 8.82%, and 8.57% respectively [3]

Core Viewpoint - The intelligent license plate recognition system is becoming an essential part of modern traffic management, significantly improving efficiency and accuracy in various applications such as highway tolls, urban traffic management, and security monitoring [1][14]. Industry Overview - The license plate recognition system utilizes advanced technology to monitor and identify vehicle license information in real-time, playing a crucial role in modern intelligent traffic management [3]. - The market size of China's license plate recognition system industry reached 1.556 billion yuan in 2023, with an expected growth to 2.398 billion yuan by 2029, reflecting a compound annual growth rate (CAGR) of 7.47% [1][14]. Industry Chain - The upstream of the license plate recognition system industry includes components such as chips, sensors, displays, power supplies, and enclosures, with chips being the core component for image processing [8]. - The downstream applications encompass traffic management, vehicle monitoring, and parking management, highlighting the system's versatility in various sectors [8]. Competitive Landscape - The license plate recognition system industry is characterized by low concentration, with numerous small-scale enterprises. Major players include Hikvision, Dahua Technology, and Jieshun Technology, each leveraging their strengths in video monitoring and parking management [16][17]. Development Trends - Multi-modal recognition is identified as a future trend, integrating various sensors and data sources for enhanced vehicle identification and monitoring [21]. - Product differentiation is crucial for competitive advantage, necessitating improvements in service quality, functionality, and customization to meet diverse customer needs [22]. - Increased emphasis on data security and privacy protection is anticipated, driven by regulations such as the Personal Information Protection Law in China, requiring companies to adopt advanced data management practices [24].

Group 1 - The football concept sector rose by 3.56%, ranking fourth among concept sectors, with 21 stocks increasing in value [1] - Notable gainers included Jinling Sports, which hit a 20% limit up, and other stocks like Gongchuang Turf, Kangliyuan, and Yue Media, which rose by 20%, 12.98%, and 6.86% respectively [1][2] - Major decliners in the sector included SAIC Motor, Hikvision, and Shanghai Port Group, which fell by 5.86%, 0.32%, and 0.17% respectively [1] Group 2 - The football concept sector attracted a net inflow of 6.6248 million yuan, with 14 stocks receiving net inflows, and 8 stocks exceeding 10 million yuan in net inflow [2] - Yue Media led the net inflow with 92.989 million yuan, followed by Mongcao Ecology, Jinling Sports, and Zhongti Industry with net inflows of 56.7281 million yuan, 34.4254 million yuan, and 28.4689 million yuan respectively [2][3] Group 3 - In terms of net inflow ratios, Gongchuang Turf, Mongcao Ecology, and Yue Media had the highest ratios at 19.83%, 17.24%, and 14.22% respectively [3] - The top stocks in the football concept sector based on net inflow included Yue Media with a 6.86% increase and a turnover rate of 9.69%, Mongcao Ecology with a 4.60% increase and a turnover rate of 5.65%, and Jinling Sports with a 20.00% increase and a turnover rate of 22.93% [3][4]

证券代码：002415 证券简称：海康威视 公告编号：2025-026 号 杭州海康威视数字技术股份有限公司 二、其他说明 关于公司回购股份的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 杭州海康威视数字技术股份有限公司（以下简称"海康威视"或"公司"） 于 2024 年 12 月 9 日、2024 年 12 月 25 日召开公司第六届董事会第四次会议、 2024 年第二次临时股东大会，审议通过了《关于回购公司股份方案的议案》，同 意公司通过深圳证券交易所交易系统以集中竞价交易方式回购公司部分已在境 内发行的人民币普通股（A 股）股票。回购资金总额不超过人民币 25 亿元（含）， 不低于人民币 20 亿元（含），回购价格不超过人民币 40 元/股（含），回购所 需资金来源于公司自有资金及股票回购专项贷款，回购期限为自公司股东大会审 议通过回购股份方案之日起不超过十二个月。本次回购的股份将用于依法注销减 少注册资本。具体内容详见刊载于巨潮资讯网的《第六届董事会第四次会议决议 公告》《关于回购公司股份方案的公告》《2024 年第二次临时股东大会决议公 ...

Group 1 - The Indian government has implemented a policy requiring all network surveillance devices sold in India to undergo mandatory certification through government laboratories, citing "preventing potential espionage" as the reason [1] - Major brands affected by this policy include Hikvision, Dahua, Xiaomi, and others, with the policy taking effect from April 9 [1] - The new regulations require companies to submit hardware, software, and source code for review, and allow Indian officials to conduct cybersecurity audits on overseas factories [1] Group 2 - As of May 28, there are 342 applications pending approval, with only 35 certifications completed, and only one foreign company (non-Chinese) has passed the certification [1] - The policy has led to significant financial impacts, with CP Plus experiencing a 50% decline in retail sales due to certification delays [2] - Despite India's push for local alternatives, Hikvision and Dahua together hold a 30% market share in India's surveillance equipment market, with 80% of components sourced from China [2]

Core Viewpoint - The digital economy theme index has shown a decline, with notable fluctuations in constituent stocks, indicating mixed performance in the sector [1][2]. Market Performance - As of May 30, 2025, the CSI Digital Economy Theme Index (931582) decreased by 1.45%, with constituent stocks showing varied performance [1]. - The Digital Economy ETF (560800) also fell by 1.74%, with the latest price at 0.73 yuan [1]. - Over the past week, the Digital Economy ETF's scale increased by 14.19 million yuan, ranking it in the top half among comparable funds [1][2]. - The ETF experienced a significant increase in shares, growing by 12 million shares in the past week, also placing it in the top half of comparable funds [2]. Fund Flow and Investment Trends - In the last five trading days, the Digital Economy ETF saw net inflows on three occasions, totaling 10.27 million yuan, with an average daily net inflow of 2.05 million yuan [2]. - Recent reports from Zhongyin International highlight that the National Development and Reform Commission has included industrial software upgrades in the "two new" policy support scope, suggesting a potential growth opportunity for the industrial software sector [2]. Top Holdings - As of April 30, 2025, the top ten weighted stocks in the CSI Digital Economy Theme Index accounted for 51.5% of the index, with notable companies including Dongfang Wealth (300059) and SMIC (688981) [3][4].

转自：草原云 老师在实训室讲解机器人与数控机床协作的操作。 "让机器人抓取零件，调整角度……"在内蒙古电子信息职业技术学院实训中心智能制造协同创新中心数 字孪生生产线上，电子工程教研室主任李海珠边操控手中的控制器，边给学生讲解机器人与数控机床协 作的操作。 孙树林作为企业导师，已经入校讲课近10年了，他说："我的课程是物联网相关专业的核心课程，课程 标准都是与学校老师共同制定的，我主要讲一些我经手过的典型工程案例，传授实操经验。" 眼前的这套生产线通过虚实结合的方式，精准复制了企业自动化生产线的工业场景，在这里，学生可以 操作机床、操控机器人、加工零件。"为了与企业需求无缝衔接，我们不仅打造了真实的实训场景，还 采取项目化教学方式，嵌入企业项目实战，以提升学生将来就业的适应能力和解决实际问题能力。"李 海珠介绍。 企业导师在上课。 学生在智能物联网产教融合实践中心实训。 学生在智能终端实训设备上实操。 像这样的实训场景，在内蒙古电子信息职业技术学院还有很多。在智能物联网产教融合实践中心的系统 集成实训室，来自内蒙古杰尔电讯技术有限公司的总工程师孙树林正在给学生上智能系统应用与维护课 程。他一边讲课，一边在实训 ...

"////// 11 不久前，李德煜接待了一个来自伊朗的旅游团。行程中，他特地为远道而来的客人安排了一站—— 柳浪闻莺内的丁鹤年墓亭。"元末明初文人丁鹤年是西域色目人，当年从中亚迁移到中国。丁鹤年墓亭 虽然不算热门景点，但对于沿着丝路而来的伊朗游客而言，是一种很有意义的文化联结与交流。" 眼下，话题"China Travel"在互联网平台的持续火爆，给杭州入境游市场带来了更多的机遇。"疫情 之后，普通外国游客来杭州旅行的方式悄然发生了转变。"李德煜发现，如今由国外旅行社组团、人数 通常在30-40人的大型旅行团越来越少，反而3-5人私家包团的自由行不断增多。 "作为数字经济蓬勃发展的城市，杭州的商务旅行市场也一直火热。以我们公司为例，今年以来各 种商务型客单居高不下。"杭州金牌英语导游郁敏敏表示，阿里巴巴、海康威视、网易（杭州）等数不 胜数的大企业，吸引了不少海外客户来杭进行商务考察。"眼下，甚至有不少南美客户长途跋涉而来， 一路要坐20多个小时的飞机。我们杭州的外语导游，必须要让他们这一趟'物超所值'。" 教育 发布 t TLL FULL I l 1 湖滨知味观的门口排起了长龙，泰国女孩一口气买了十盒传说中 ...

Core Points - The China Securities Central Enterprises New Momentum Theme Index (央企新动能, 931522) rose by 1.45% to 1561.4 points with a trading volume of 13.948 billion yuan on May 29 [1] - Over the past month, the index has increased by 0.67%, but it has decreased by 4.52% over the last three months and by 5.92% year-to-date [1] Index Composition - The index consists of 45 representative listed companies from state-owned enterprises under the State-owned Assets Supervision and Administration Commission, focusing on manufacturing, technology, and modern service industries [1] - The top ten weighted stocks in the index are: Hikvision (10.04%), Guodian NARI (9.88%), Changan Automobile (8.93%), AVIC Optoelectronics (7.16%), AVIC Aircraft (4.0%), China Software (3.84%), China Merchants Highway (3.63%), AVIC Chengfei (3.28%), Shenzhen South Circuit (3.26%), and Baoxin Software (3.2%) [1] Market Distribution - The market distribution of the index holdings shows that the Shenzhen Stock Exchange accounts for 59.38%, the Shanghai Stock Exchange for 40.31%, and the Beijing Stock Exchange for 0.31% [1] - In terms of industry composition, the index holdings are distributed as follows: Industrial sector 50.43%, Information Technology 33.68%, Consumer Discretionary 9.38%, Communication Services 4.06%, Financials 1.65%, and Materials 0.79% [2] Index Adjustment - The index samples are adjusted semi-annually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - Weight factors are adjusted in accordance with the sample adjustments, and in special circumstances, the index may undergo temporary adjustments [2]

Core Viewpoint - The computer industry is experiencing a strong upward trend, driven by AI demand and policy support, with significant movements in stock prices and ETFs related to cloud computing and chips [3][4][5]. Group 1: Market Performance - The CSI Computer Theme Index rose by 1.93%, with notable gains in stocks such as Langxin Group (up 19.97%) and CloudWalk Technology (up 6.66%) [3]. - The Computer ETF (159998) increased by 2.25%, with a trading volume of 49.08 million yuan and a turnover rate of 1.73% [3]. - The CSI Hong Kong-Shenzhen Cloud Computing Industry Index saw a 1.49% rise, with Longbright Technology and Tianyuan Dike gaining 7.44% and 4.18%, respectively [3]. Group 2: Corporate Developments - On May 25, Zhongke Shuguang and Haiguang Information announced a merger plan to enhance business synergy and focus on AI full-stack solution development [3]. - The merger coincides with the revision of the "Major Asset Restructuring Management Measures for Listed Companies," indicating a new phase in optimizing industrial resource allocation [3]. Group 3: Investment Opportunities - The AI industry is expected to boost downstream demand in the computer sector, with a focus on AI computing power and domestic substitution trends [4]. - Investment strategies should consider the vertical integration capabilities of merged entities in cloud computing, which may enhance gross margins [4]. - The computer ETF has seen a significant increase in scale, growing by 23.02 million yuan over two weeks, and a notable inflow of 1.25 billion yuan over nine days [5].