1月13日，工业和信息化部印发《推动工业互联网平台高质量发展行动方案（2026—2028年）》，方案 对2028年的目标提出具体规划，包括培育超450家具有一定影响力的平台，工业设备连接数突破1.2亿台 （套），平台普及率达到55%以上。 | 46.85 | 简称 | 1月13日 | 溪司市空室 | 总市值 | | --- | --- | --- | --- | --- | | | | 涨跌幅(%) | (倍) | (亿元) | | 600690 | 海尔智家 | -1.15 | 11.59 | 2298.44 | | 000333 | 美的集团 | -3.08 | 12.94 | 5786.41 | | 600050 | 中国联通 | -2.19 | 17.74 | 1678.90 | | 000425 | 徐工机械 | -3.00 | 20.04 | 1331.61 | | 002380 | 科远智慧 | -1.06 | 23.88 | 74.09 | | 300532 | 今天国际 | -1.35 | 25.01 | 56.39 | | 600031 | 三一重工 | 0.27 | 25.23 | 20 ...

Core Viewpoint - The documentary reality show "一路通行" produced by China Unicom and CCTV has successfully concluded, achieving over 250 million exposures, 180 million topic reads, and 45 million views, showcasing the integration of technology and industry in the context of "Digital China" [1][3]. Group 1: Program Structure and Content - The show features a narrative core centered on technology empowerment, with scenes closely aligned to the storytelling function, covering 9 cities across 8 provinces in China, creating an immersive exhibition of "Digital China" [3]. - Each episode transforms serious industry knowledge and workflows into engaging tasks such as professional experiences, interactive check-ins, and competitive challenges, allowing guests to deeply engage with various scenarios [3][5]. - Guests act as "experience officers" rather than mere observers, participating in tasks that demonstrate digital efficiency, such as locating specific sheep using handheld devices and electronic ear tags, showcasing the capabilities of technology in agriculture and manufacturing [3][5]. Group 2: Audience Engagement and Knowledge Dissemination - The program employs a dual-line parallel or team competition format, where genuine experiences triggered by tasks facilitate the internalization and empathy of technological value [5]. - The design of "tasks as experiences and competition as explanation" allows viewers to follow guests through the entire process from task execution to technological breakthroughs, creating a compelling and persuasive knowledge dissemination pathway [5]. - "一路通行" effectively combines real scenes, light competition, and documentary depth, enabling audience empathy and exploring a successful path for popularizing professional content, exemplifying a blend of professional experience, cultural tourism promotion, technology popularization, and mainstream value transmission [7].

5G通信 数十万5G与信息领域关注者的头部科技媒体 近日，中国移动2025年至2026年集中网络云资源池七期工程计算型服务器超大采购订单中标候选人结果 正式公示，本次采购涉及计算型服务器总计8581台，仅目前已公布的两个标包不含税总金额就已达到约 20亿元。 文 赵哲超/5G通信 移动的算力"加码"逻辑 作为行业老兵，我见证了太多运营商的投资周期变化。这次移动的大手笔采购，绝非一时兴起，而是有 着清晰的战略考量。 从财务数据看，2024年中国移动算力领域投入475亿元，同比增长21.5%，占资本开支比重从21.7%提升 至27.5%。这个比例变化很有意思——在总体资本开支下降4%的情况下，算力投资逆势上扬，说明移动 已经把算力当作下一个增长极来布局。 从集采规模看，今年移动的算力采购确实"疯狂"。先是191亿元的AI训练服务器集采，紧接着50亿元的 AI推理服务器集采，现在又来了20亿元的网络云资源池服务器。短短一年内，仅服务器采购就超过260 亿元，这在运营商历史上都是罕见的。并且目前，标包3、4、5的中标候选人尚未公布，意味着此次大 规模集采的最终总金额仍有上升空间。 更关键的是，中国移动时任董事长、党组 ...

来源：新浪基金∞工作室 规模方面，截止1月12日，港股通红利ETF广发（520900）最新份额为18.66亿份，最新规模为19.44亿 元。回顾2025年12月31日，港股通红利ETF广发（520900）份额为18.75亿份，规模为19.44亿元。即该 基金今年以来份额减少0.48%，规模减少0.02%。 1月13日，广发中证国新港股通央企红利ETF（520900）收盘涨0.48%，成交额8512.83万元。 港股通红利ETF广发（520900）成立于2024年6月26日，基金全称为广发中证国新港股通央企红利交易 型开放式指数证券投资基金，基金简称为广发中证国新港股通央企红利ETF。该基金管理费率每年 0.50%，托管费率每年0.10%。港股通红利ETF广发（520900）业绩比较基准为同期中证国新港股通央企 红利指数收益率(使用估值汇率折算)。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 流动性方面，截止1月13日，港股通红利ETF广发（520900）近20个交易日 ...

Group 1 - The China United Network Communications Group Co., Ltd., along with its subsidiaries, has obtained a patent for a method and device related to data governance, with the patent number CN116991838B, applied for on August 2023 [1] - China United Network Communications Group Co., Ltd. was established in 1994, located in Beijing, primarily engaged in telecommunications, broadcasting, and satellite transmission services, with a registered capital of approximately 10.57 billion RMB [1] - The company has invested in 35 enterprises, participated in 3,340 bidding projects, and holds 3,734 trademark records and 5,000 patent records, along with 11 administrative licenses [1] Group 2 - Unicom Digital Technology Co., Ltd., established in 2006 and based in Beijing, focuses on software and information technology services, with a registered capital of approximately 988.98 million RMB [1] - This subsidiary has invested in 54 enterprises, participated in 5,000 bidding projects, and holds 24 trademark records and 1,973 patent records, along with 42 administrative licenses [1] Group 3 - Unicom Data Intelligence Co., Ltd., established in 2024 and located in Hangzhou, primarily engages in other service industries, with a registered capital of 150 million RMB [2] - The company has invested in 1 enterprise, participated in 285 bidding projects, and holds 281 patent records [2]

Core Viewpoint - China Unicom's stock price has experienced fluctuations, with a recent decline of 2.00%, while the company is focusing on digital economy transformation and strategic upgrades to enhance its service offerings and market position [1][2]. Financial Performance - As of September 30, 2025, China Unicom reported a revenue of 292.98 billion yuan, reflecting a year-on-year growth of 0.99%, and a net profit attributable to shareholders of 8.77 billion yuan, which is a 5.20% increase compared to the previous year [3]. - The company has distributed a total of 39.01 billion yuan in dividends since its A-share listing, with 13.89 billion yuan distributed over the last three years [4]. Stock Market Activity - On January 13, 2023, China Unicom's stock price was 5.38 yuan per share, with a trading volume of 1.735 billion yuan and a turnover rate of 1.04%, resulting in a total market capitalization of 168.20 billion yuan [1]. - The stock has seen a year-to-date increase of 5.28%, with a 3.07% rise over the last five trading days and a 2.87% increase over the last 20 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for China Unicom reached 596,400, an increase of 7.09% from the previous period, while the average number of circulating shares per shareholder decreased by 6.62% to 51,591 shares [3]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 565 million shares, and various ETFs, all of which have seen a reduction in their holdings compared to the previous period [4]. Business Strategy - China Unicom's strategic positioning emphasizes its role in digital infrastructure and services, focusing on areas such as connectivity, data processing, and digital applications, aiming for a comprehensive transformation to enhance customer value and integrate into the new development landscape [2]. - The company's revenue composition includes broadband and mobile data services (38.49%), data and other internet applications (27.48%), and various other services, indicating a diversified revenue stream [2].

Core Viewpoint - By December 2025, over 500 national key laboratories have completed restructuring into a new sequence, with nearly 110 "Double First-Class" universities participating in about 80% (nearly 400) of the national key laboratories [1][2]. Group 1: National Key Laboratories Overview - National key laboratories are scientific research and development institutions planned by the state to support the national laboratory system, focusing on major technological innovation areas related to national security and socio-economic development [2]. - The restructuring of the national key laboratory system was first proposed at the Central Economic Work Conference in 2018 and established as a component of national strategic scientific and technological forces in the revised "Science and Technology Progress Law" in 2021 [2]. Group 2: Participation of Universities - The leading or co-building universities for the laboratories are primarily "Double First-Class" universities, indicating a strong involvement of top-tier educational institutions in the research initiatives [1][2]. - Nearly 110 "Double First-Class" universities are involved in the establishment and support of approximately 400 national key laboratories [1][2]. Group 3: List of Key Laboratories - A variety of national key laboratories have been established across different fields, including: - Dark Matter Physics National Key Laboratory led by Shanghai Jiao Tong University [3] - Explosive Science and Safety Protection National Key Laboratory led by Beijing Institute of Technology [3] - Materials Chemistry Engineering National Key Laboratory led by Nanjing University of Technology [3] - The list includes laboratories focusing on diverse areas such as intelligent transportation, infectious disease research, and advanced manufacturing technologies [3][4][5].

Group 1 - The annual TMT "Leader List" voting event organized by the Operator Finance Network has commenced, focusing on the "2025 Outstanding Project for the Transformation of Technological Innovation Achievements" award [1] - As of January 13, Shenzhen Unicom's project "AI + Comprehensive Lifecycle Operation Innovation" leads with 5,154 votes, followed by Zaozhuang Telecom's "Smart Cloud Computer All-in-One Machine" with 4,106 votes, indicating a competitive voting environment [1] - Other notable projects include Liaocheng Unicom's "Low-Carbon Upgrade and Renovation Plan for Communication Building" and Guangzhou Unicom's "Public Channel Information Management Innovation Platform," ranking third and fourth respectively [1] Group 2 - Additional projects in the top ten include Xining Mobile's "Innovative Model for Recommending Telecom Network Fraud Prevention Action Plan" and China Telecom Satellite's "Automobile Direct Connection Satellite," showcasing a variety of innovative initiatives [2] - Hubei Unicom's projects, focusing on multi-agent collaborative technology and data-driven communication engineering management, are currently ranked lower in the voting [2] - The final results of the 2026 TMT "Leader List" awards will be announced on January 29, with certificates to be awarded by the Operator Finance Network [2]

| 1)中国联通广东分公司 | | | | --- | --- | --- | | 35.89% | 票数: | 3698 | | 2)中国联通深圳分公司 | | | | 26.10% | 票数: | 2690 | | 3)中国联通福建分公司 | | | | 8.20% | 票数: | 845 | | 4)中国联通广州分公司 | | | | 6.55% | 票数: | 675 | | 5)中国电信陕西公司 | | | | 3.74% | 票数: | 385 | | 6)中电信数智科技有限公司 | | | | 3.64% | 票数: | 375 | | 7)中国移动咪咕公司 | | | | 1.80% | 票数: | 186 | | 8)中国联通门西分公司 | | | | 1.62% | 票数: | 167 | | 9)中国联通软件研究院 | | | | 1.62% | 票数: | 167 | | 10)中国联通山东分公司 | | | | 1.61% | : 来源 | 165 | 具体来看，截至1月13日上午9点，广东联通在票数上以3698票，暂列第一，具有领先优势。深圳联通以 2690票跟随其后，福建联通投票 ...

Market Overview - The Hong Kong stock market experienced fluctuations, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [1] - The market turnover decreased to 82.799 billion HKD, with net inflows of 484 million HKD recorded in the Hong Kong Stock Connect [1] - The US stock market saw the Dow Jones and S&P 500 indices reach new highs, with the Dow closing at 49,590 points, up 0.2% [2] Key Insights - The report highlights the sustained net inflow of southbound funds through the Hong Kong Stock Connect, with a projected annual net inflow of 1,404.8 billion HKD by 2025 [3] - The focus on "technological self-reliance" and AI applications is expected to be a core theme for the future performance of Hong Kong stocks, with leading companies in these sectors likely to benefit from long-term growth opportunities [3] - The report suggests continued attention to sectors supported by policies aimed at expanding domestic consumption, such as sports apparel and non-essential services [3] Company Performance - TSMC, the world's largest advanced AI chip manufacturer, is expected to see a 27% increase in net profit in Q4, driven by surging demand for AI infrastructure [8] - Analysts predict TSMC's net profit could reach 475.2 billion TWD (approximately 15.02 billion USD), marking a record high for a single quarter [8] - The report recommends focusing on leading companies in the domestic semiconductor foundry industry, such as Hua Hong Semiconductor (1347.HK) and SMIC (0981.HK), which are expected to benefit from favorable domestic policies [8] Stock Recommendations - China Unicom (0762.HK) is highlighted for its strong performance in digital technology services, with a projected revenue of 45.4 billion CNY for its smart network business in the first half of 2025, reflecting a 4.3% year-on-year growth [9] - The company is also expected to maintain a high dividend yield, with a mid-2025 interim dividend of 0.2841 CNY per share, up 14.5% year-on-year [9] - The report emphasizes the company's advantages in cloud computing, IoT, big data, and AI, positioning it well to capitalize on the growth of China's digital economy [9]