人民财讯12月14日电，近日，凌钢与上海钢联（300226）电子商务股份有限公司签署战略合作协议。根 据协议，双方将聚焦三大核心方向：一是依托上海钢联数据优势，助力凌钢优特钢等拳头产品拓展市 场；二是共建价格监测、供需分析等数字化服务体系，赋能凌钢生产经营决策；三是探索产业链延伸开 拓等创新合作模式，通过数字赋能构建"采、产、销"一体化生态。 ...

Core Viewpoint - The A-share market shows positive momentum with the Shanghai Composite Index closing above the annual line, indicating a potential bullish trend in the market [1] Group 1: Market Performance - As of 13:59 today, the Shanghai Composite Index stands at 3888.05 points, with a change of 0.38% [1] - The total trading volume of A-shares today reached 1,628.31 billion yuan [1] Group 2: Stocks Breaking Annual Line - A total of 135 A-shares have surpassed the annual line today, with notable stocks including Jiusheng Electric, Shifeng Culture, and Xilong Science, which have deviation rates of 10.24%, 6.95%, and 6.26% respectively [1] - Stocks with smaller deviation rates that have just crossed the annual line include Xiying Technology, Sifang Technology, and Yuyue Medical [1] Group 3: Deviation Rate Rankings - The top three stocks with the highest deviation rates are: - Jiusheng Electric (11.21% increase, latest price 19.44 yuan, deviation rate 10.24%) [1] - Shifeng Culture (9.99% increase, latest price 21.79 yuan, deviation rate 6.95%) [1] - Xilong Science (10.00% increase, latest price 9.35 yuan, deviation rate 6.26%) [1] - Other notable stocks with significant increases include Tiandi Digital (8.20% increase) and Yunlu Co. (6.11% increase) [1]

证券代码：300226 证券简称：上海钢联 公告编号：2025-087 上海钢联电子商务股份有限公司 关于召开2025年第三次临时股东会的提示性公告 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。 上海钢联电子商务股份有限公司（以下简称"公司"）第六届董事会第十五 次会议决定于 2025 年 12 月 17 日（星期三）召开 2025 年第三次临时股东会，本 次股东会通知已于 2025 年 12 月 2 日刊登在中国证监会指定的创业板信息披露网 站，本次股东会采取现场投票和网络投票相结合的方式召开，现将本次股东会有 关事项提示如下： 一、召开会议基本情况 1、股东会届次：2025 年第三次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易 所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—创业 板上市公司规范运作》等法律、行政法规、部门规章、规范性文件及《公司章程》 的有关规定。 4、会议时间： （1）现场会议时间：2025 年 12 月 17 日 14:45 （2）网络投票时间：通过 ...

Core Insights - The global AI agent market is experiencing explosive growth, with significant advancements in AI capabilities for mobile operations [1][3]. Group 1: AI Agent Development - Zhiyu announced the open-source of its core AI agent model AutoGLM, which can perform complex mobile operations such as food ordering and flight booking [2]. - AutoGLM supports over 50 high-frequency Chinese applications, marking it as the first AI agent with mobile operation capabilities [2]. - Zhiyu's GLM-4.5 ranked third globally in a comprehensive evaluation of AI capabilities, indicating strong market recognition [2]. Group 2: Market Growth Projections - The global AI agent market is projected to reach $11.3 billion by 2025 and nearly $50 billion by 2030, with a compound annual growth rate (CAGR) exceeding 30% in China from 2025 to 2030 [3][6]. - The Chinese AI agent market is expected to grow from 6.9 billion yuan in 2025 to nearly 30 billion yuan by 2030 [3]. Group 3: Capital Expenditure Trends - Major global tech companies are increasing capital expenditures to accelerate the commercial application of generative AI [5]. - China's four major cloud service providers have spent approximately $45 billion on capital expenditures over the past 12 months [6]. - The capital expenditure for AI agent concept stocks in the A-share market is projected to reach 26.53 billion yuan in 2024, a year-on-year increase of over 10% [6]. Group 4: Stock Performance and Institutional Interest - The average annual increase for AI agent concept stocks in the A-share market exceeds 25%, with over half of the stocks rising more than 10% [7]. - Eight concept stocks have seen significant institutional interest, with Shanghai Steel Union receiving over 150 institutional surveys this year [8]. - Financing balances for AI agent concept stocks have increased by nearly 45% compared to the end of last year, indicating strong investor interest [7].

Core Insights - The global AI agent market is experiencing explosive growth, with projections indicating a market size of $11.3 billion by 2025 and nearly $50 billion by 2030 [4] - The introduction of AutoGLM by Zhiyu, an AI agent capable of mobile operations, is a significant development, allowing for complex tasks like food ordering and flight booking [2] - Major technology companies are increasing capital expenditures to accelerate the commercial application of generative AI, with Chinese cloud service providers spending approximately $45 billion over the past year [6] Market Growth - The AI agent market is expected to see a compound annual growth rate (CAGR) exceeding 30% from 2025 to 2030 in China, with the market size reaching approximately 30 billion yuan by 2030 [4] - The Chinese government's policy aims for over 70% adoption of new intelligent terminals and agents by 2027, and over 90% by 2030, positioning the intelligent economy as a key growth driver [4] Capital Expenditure Trends - Capital expenditures in the AI sector are on the rise, with a projected total of 26.53 billion yuan for 2024, reflecting a year-on-year increase of over 10% [6] - The A-share market shows a significant increase in capital expenditure among AI agent concept stocks, with a total of nearly 30.5 billion yuan spent in the first three quarters of 2025, up nearly 15% from the previous year [6] Stock Performance - The average annual increase for AI agent concept stocks in the A-share market exceeds 25%, with over half of the stocks rising more than 10% this year [7] - Eight specific stocks have seen significant institutional interest, with Shanghai Steel Union receiving over 150 institutional surveys this year [8][9] - Financing balances for AI agent concept stocks have increased by nearly 45% compared to the end of last year, indicating strong investor interest [7]

Core Viewpoint - The price of battery-grade lithium carbonate (MMLC) in Shanghai has increased, indicating a potential upward trend in the lithium market [1] Price Movement - The current mid-price of MMLC battery-grade lithium carbonate is reported at 91,900 yuan per ton, which reflects an increase of 700 yuan per ton compared to the previous day's 16:30 price [1]

Group 1: Industry Insights - The National Bureau of Statistics emphasizes the importance of enabling artificial intelligence development through data element empowerment as a key focus of market-oriented reform in the data element sector [1] - By July 2025, a comprehensive market structure is expected to form, led by one national exchange and over 50 regional and industry-level institutions, with the data trading market projected to grow to 211.54 billion yuan by 2024 [1] - The market size is anticipated to reach 284.09 billion yuan by 2025 and potentially exceed 715.9 billion yuan by 2030, with a compound annual growth rate of 20.3% during this period [1] - The construction of an open, shared, and secure national integrated data market is expected to accelerate data circulation and unlock the value of data elements, benefiting the entire industry chain [1] Group 2: Company Developments - Yihualu is recognized as a pioneer in the data element industry with a central enterprise background, actively participating in the development of national standards and industry norms [2] - The company provides a full-process service for data element assetization to government and enterprise clients, covering data asset evaluation, registration, authorized operation, and regional data element market construction [2] - Yihualu has established a complete business chain that includes data registration, asset evaluation, and circulation operation, creating a "public data operation platform product system" to attract industry users and technology service providers [2] - Shanghai Steel Union possesses a significant amount of exclusive bulk commodity data [3]

上海钢联电子商务股份有限公司 证券投资、期货及衍生品交易管理制度 第一章 总则 第一条 为规范上海钢联电子商务股份有限公司（以下简称"公司"）的证券 投资、期货及衍生品交易行为及相关信息披露工作，有效防范投资风险，保证 投资资金安全和有效增值，维护公司及股东合法权益，根据《中华人民共和国证 券法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第2号 ——创业板上市公司规范运作》等有关法律法规和规范性文件 及《公司章程》的规定，结合公司实际情况，制定本制度。 第二条 本制度适用于公司的证券投资、期货及衍生品交易行为。 第三条 本制度所述的证券投资，包括新股配售或申购、证券回购、股票及 存托凭证投资、证券投资基金、债券投资以及深圳证券交易所认定的其他投资行 为。但以下情形不适用本制度从事证券投资的范围： （一）作为公司或公司控股子公司主营业务的证券投资行为； （二）公司开展证券投资、期货与衍生品交易应当遵循合法、审慎、安全、 有效的原则，控制投资风险、注重投资效益，根据公司的风险承受能力确定投 资规模及期限； （二）固定收益类或者承诺保本的投资行为； （三）参与其他上市公司的配股或者行 ...

上海钢联电子商务股份有限公司 关于调整钢银电商向钢联物联网借款暨关联交易相关事项 证券代码：300226 证券简称：上海钢联 公告编号：2025-083 本次关联交易对象钢联物联网为公司控股股东控制的公司，同时公司与钢 联物联网法定代表人同为朱军红先生。根据《深圳证券交易所创业板上市公司规 范运作指引》等相关规定，本事项构成关联交易，与该关联交易有利害关系的关 联人将放弃行使在股东会上对该议案的投票权。 公司独立董事专门会议和审计委员会会议对该议案进行了审议。本次关联 交易没有构成《上市公司重大资产重组管理办法》规定的重大资产重组，亦无须 相关部门的审批。 的公告 本公司董事会及全体董事保证本公告所载资料真实、准确和完 整，没有虚假记载、误导性陈述或者重大遗漏。 上海钢联电子商务股份有限公司（以下简称"公司"）于 2025 年 12 月 1 日召 开第六届董事会第十五次会议审议通过了《关于调整钢银电商向钢联物联网借款 暨关联交易相关事项的议案》，具体情况如下： 一、关联交易基本情况 公司于 2025 年 1 月 22 日召开第六届董事会第十次会议和 2025 年 2 月 10 日召开的 2025 年第一次临时 ...

上海钢联电子商务股份有限公司 关于调整公司及下属子公司相互借款暨关联交易相关事项 证券代码：300226 证券简称：上海钢联 公告编号：2025-082 的公告 本公司董事会及全体董事保证本公告所载资料真实、准确和完 整，没有虚假记载、误导性陈述或者重大遗漏。 上海钢联电子商务股份有限公司（以下简称"公司"）于 2025 年 12 月 1 日召 开第六届董事会第十五次会议审议通过了《关于调整公司及下属子公司相互借款 暨关联交易相关事项的议案》，具体情况如下： 一、关联交易基本情况 公司于 2025 年 1 月 22 日召开的第六届董事会第十次会议和 2025 年 2 月 10 日召开的 2025 年第一次临时股东大会审议通过了《关于公司及下属子公司相互 借款暨关联交易的议案》，同意公司及控股子公司上海钢银电子商务股份有限公 司（以下简称"钢银电商"）、山东隆众信息技术有限公司（以下简称"隆众资讯"）、 上海钢联资讯科技有限公司（以下简称"钢联资讯"）、北京中联钢电子商务有限 公司（以下简称"中联钢"）、上海领建网络有限公司（以下简称"领建网络"） 和公司全资子公司上海钢联金属矿产国际交易中心有限责任公司（以下 ...