Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The development of industrial chains and supply chains is crucial for national economic and social development, emphasizing the need for resilience and security in these systems [3][10][12]. - The industrial internet plays a significant role in enhancing the capabilities of industrial chains and supply chains, facilitating collaboration and resource optimization across various sectors [4][28][24]. Summary by Sections 1. Importance of Industrial Chain and Supply Chain Development - The report highlights the increasing complexity and challenges faced by industrial chains and supply chains due to global geopolitical tensions and trade protectionism [9][10]. - It emphasizes the need for a robust and secure industrial system that can adapt to external shocks and maintain operational continuity [14][15]. 2. Methodology for Empowering Industrial Chains and Supply Chains through Industrial Internet - The industrial internet is identified as a key infrastructure that integrates various elements of the industrial ecosystem, enhancing data connectivity and operational efficiency [24][25]. - The report outlines the core capabilities of the industrial internet, including networking, identification, platform development, data management, and security [24][27]. 3. Main Paths for Enhancing Industrial Chain and Supply Chain Capabilities - Three primary paths are identified for empowering industrial chains and supply chains: 1. **Leading Enterprises Driving Digital Transformation**: This path focuses on how leading companies can leverage the industrial internet to enhance collaboration and efficiency across the supply chain [44][49]. 2. **Element Aggregation and Collective Innovation**: This approach emphasizes the importance of industry clusters and collaborative innovation to upgrade the entire supply chain [55]. 3. **Breaking Barriers and Deepening Regional Collaboration**: This path aims to enhance cross-regional resource allocation and collaboration to improve overall supply chain resilience [55][44]. 4. Strategies for Deepening the Effects of Industrial Internet Empowerment - The report suggests several strategies to enhance the digital transformation of industrial chains, including high-quality solutions, infrastructure deployment, and innovative mechanisms for cross-regional collaboration [5][30][31].

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights the rapid growth and transformation of the computing power center industry in China, driven by technological advancements and policy support, indicating a shift towards high-quality development and diversified service offerings [3][9][10] Summary by Sections Overview - The computing power center has become a crucial part of the new information infrastructure, providing reliable hosting and server rental services, along with value-added services like network security and data applications [3][9] Industry Development Overview - The computing power center industry is evolving towards high-quality development, with significant growth in the number of racks and overall computing power, reaching over 8.1 million standard racks and 230 EFLOPS by 2023 [12][14] - The industry is characterized by a shift from rapid growth to a focus on quality, with an emphasis on energy efficiency and green development [11][14] Market Driving Factors - Strong domestic demand for computing power centers is fueled by the rapid growth of the digital economy and the implementation of national policies promoting integrated computing power systems [22] - The overseas market presents significant potential, particularly in Southeast Asia and along the Belt and Road Initiative, where countries are increasingly investing in digital infrastructure [24][25] Development Trends - The report identifies several key trends, including the push for green and low-carbon development, the increasing importance of data security, and the integration of artificial intelligence in operational management [26][29][31] - The demand for intelligent computing centers is surging, driven by the rise of generative AI applications, necessitating a shift in infrastructure to support these needs [33] Comprehensive Evaluation - A quantitative evaluation system has been established to assess computing power service providers based on their development capabilities, financial health, and market influence, categorizing them into leading, emerging, and potential groups [8][9] Conclusion - The report emphasizes the importance of adapting to market changes and leveraging technological advancements to maintain competitive advantages in the rapidly evolving computing power center industry [7][8]

"智改数转网联"步伐加快。聚焦龙头企业，2023 年江苏省新创建 国家级"数字领航"企业 5 家（累计 8 家）、智能制造示范工厂 20 家（累计 32 家），新培育省级智能制造示范工厂、工业互联网标杆 工厂、5G 工厂共 273 家（累计 646 家）；聚焦中小企业，2023 年新 培育省级智能制造示范车间 501 个（累计 2480 个）、省级星级上云 企业 7009 家，带动中小企业上云超 40 万家。上海开展"工业数字化 场景培育计划"，以场景培育和供需对接为着力点常态化推动，包括 上海电气等超 40 余家工业企业需求方参与推进，助力企业打造工业 互联网新模式新应用。浙江以点带面形成示范效应，截至 2023 年底， 累积培育省级工业互联网平台 535 家、省级未来工厂、智能工厂（数 字化车间）653 家，遴选出 2023 年省级 5G 全连接工厂 30 个，推动 全省工业高质量转型。 | --- | --- | |-----------------------------------------------|----------------------------------------------- ...

其中 5G 手机占比 84.2%。 2024 年 5 月，国内市场手机出货量 3032.9 万部，同比增长 16.5%，其 中，5G 手机 2553.1 万部，同比增长 26.6%，占同期手机出货量的 84.2%。 5G 手机 1.02 亿部，同比增长 20.3%，占同期手机出货量的 83.9%。 239 339 513 535 579 473 338 327 445 266 408 395 555 172 358 377 475 1646 1770 1734 1330 2017 1732 1506 1564 2872 2644 2709 2420 2617 1253 1774 2023 2553 87% 83% 77% 71% 77% 78% 81% 82% 86% 91% 87% 86% 82% 88%83% 84% 84% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 0 500 1000 1500 2000 2500 3000 3500 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 2月 3月 4月 5月 2023年 20 ...

5. 腾讯"AI 编程第一课"无障碍版走进南京市盲人学校...... 12 申报工作 CAICT 中国信通院 信息无障碍动态 （2024年第5期） 中国信息通信研究院 本期导读 二、 地方进展.............................................................................6 一、 部委动态.............................................................................1 1. 工业和信息化部发布《关于开展 2024 年"数字适老中国行" 活动的通知》..............................................................................1 2. 工业和信息化部组织开展 2024 年老年用品产品推广目录 申报工作......................................................................................2 3. 国家发改 ...

Group 1 - The report outlines that Model as a Service (MaaS) is a new AI service model that packages AI models and related capabilities into reusable services, enabling enterprises to quickly and efficiently build, deploy, monitor, and invoke models without the need to develop and maintain underlying infrastructure [28][25][35] - MaaS is driven by the rapid development of large models, which exhibit significant performance improvements and broadened application ranges, but also face challenges related to high technical and economic costs [31][26][29] - The report emphasizes that MaaS can significantly lower the technical barriers for users, promote resource sharing in the industry, and facilitate the integration of model services into business scenarios [35][38][66] Group 2 - The current state of the MaaS industry is characterized by a preliminary formation of an industrial map, with various platforms providing end-to-end services from data processing to model training, validation, deployment, and monitoring [40][69] - Major cloud service providers like Alibaba Cloud, Tencent Cloud, and Baidu are actively developing platforms that support various machine learning algorithms and large models, offering low-code development environments and efficient model training and deployment capabilities [43][71] - The report identifies that the financial industry has become the leading sector for MaaS implementation, accounting for 49% of all industry applications, due to its established technological foundation and experience in traditional AI deployment [139][141] Group 3 - The report discusses the challenges faced by MaaS, including the lack of standardization in service quality and compliance management, which hinders the effective implementation of MaaS solutions [79][80][81] - It highlights the need for a robust compliance management system to address data privacy and responsibility issues, ensuring that data used for model training and optimization is legally compliant [80][81] - The report also notes that the ease of use of model services is currently insufficient, with a lack of transparency in model information and weak interpretability, making it difficult for users to select and understand the models [52][79] Group 4 - The MaaS framework consists of three layers: model platform layer, model service layer, and application development layer, each providing distinct capabilities that can be accessed independently by users [82][111] - The model platform layer offers a comprehensive toolchain for model customization and management, while the model service layer provides direct access to a variety of models, facilitating the democratization of large model usage [96][119] - The application development layer supports various integration methods for building AI applications, catering to users with different technical skills and enhancing the flexibility of application development [102][105] Group 5 - The report presents practical cases of MaaS implementation, such as the BankGPT platform developed by Ping An Bank, which allows users to efficiently utilize and develop models through API calls without needing to understand the underlying complexities [148][149] - It also discusses the ModelScope initiative, which encourages community contributions and provides a platform for model sharing, version management, and service hosting [155] - The report concludes that the rapid development of MaaS is enhancing the efficiency and effectiveness of AI applications across various industries, with significant improvements in model deployment and application customization [138][144]

CAICT 中国信通院 No.202402 数字乡村发展实践白皮书 (2024 年) 中国信息通信研究院 2024年06月 | --- | --- | |--------------------------------------------------------------|----------------------| | 版权声明 | | | | | | 本白皮书版权属于中国信息通信研究院，并受法律保护。 | | | 转载、摘编或利用其它方式使用本白皮书文字或者观点的， | | | 应注明 " 来源：中国信息通信研究院 " 院将追究其相关法律责任。 | 。违反上述声明者，本 | | | | 前 言 习近平总书记深刻指出，"没有信息化，就没有现代化""没有 农业农村现代化，就没有整个国家现代化"。数字乡村是立足于我国 新时代农业农村发展现状而作出的重要战略部署，是伴随网络化、信 息化和数字化在农业农村经济社会发展中的应用，以及农民现代信息 技能的提高而内生的农业农村现代化发展和转型进程，既是乡村振兴 的战略方向，也是建设数字中国的重要内容。 2018 年中央 1 号文件《中共中央 国务院关于实施乡村振兴 ...

Investment Rating - The report indicates a positive outlook for the domestic smartphone market, with a significant increase in both overall shipments and 5G smartphone adoption [1][4]. Core Insights - In April 2024, the domestic smartphone shipment reached 24.071 million units, representing a year-on-year growth of 28.8%, with 5G smartphones accounting for 84.1% of total shipments [1]. - From January to April 2024, the total smartphone shipments were 91.486 million units, showing a year-on-year increase of 12.3%, with 5G smartphones making up 83.8% of the total [1]. - The number of new smartphone models launched in April 2024 was 33, a decrease of 45.0% year-on-year, with 5G models comprising 66.7% of the new launches [2]. - For the first four months of 2024, 130 new smartphone models were introduced, down 12.8% year-on-year, with 5G models increasing by 6.0% [2]. - Domestic brands accounted for 85.5% of smartphone shipments in April 2024, with a total of 20.576 million units shipped, reflecting a year-on-year growth of 25.5% [4]. - In the first four months of 2024, domestic brands shipped 76.286 million units, representing 83.4% of total shipments, with a year-on-year growth of 20.9% [4]. - The smart smartphone segment saw shipments of 22.668 million units in April 2024, a year-on-year increase of 25.5%, making up 94.2% of total shipments [5]. - From January to April 2024, smart smartphone shipments totaled 86.441 million units, with a year-on-year growth of 10.3%, representing 94.5% of total shipments [5].

2024年一季度我国互联网上市企业 运行情况 中国信息通信研究院 政策与经济研究所 互联网团队 中国信息通信研究院 http://www.caict.ac.cn/ 市值 2024.03 ...

CAICT 中国信通院 二、工作动态 (二) 地方动态………………………………………………………………………………………………………………… 3 2.陕西省汉中市宗营镇以"数字乡村"建设激发基层社 会治理活力 I 二、工作动态 部、中国人民银行、市场监管总局、国家数据局印发《关于 开展第二批国家数字乡村试点工作的通知》（以下简称《通 知》），部署开展第二批国家数字乡村试点工作。《通知》明确 了工作目标，到 2026 年底，试点地区数字乡村建设取得显著 成效，乡村信息化发展基础更加夯实，城乡"数字鸿沟"加 快弥合，涉农数据资源实现共享互通，乡村数字化应用场景 持续涌现，数字经济促进共同富裕作用凸显，乡村振兴内生 动力不断增强。通过开展第二批试点，探索不同区域条件下 数字乡村发展路径和方法，打造一批有特色、有亮点的发展 样板，挖掘一批可复制、可推广的典型模式，为推进乡村全 面振兴、加快建设农业强国提供有力支撑。《通知》提出，试 点工作以市或县为单位、按照不同试点类型方向分类开展， 分为领域特色型、区域综合型和机制共建型三大类。 认定名单 （二）地方动态 1 月 16 日，山西省委网信办会同省农业农村厅等 6 部门 ...