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智通港股通持股解析|2月23日
智通财经网· 2026-02-23 00:31
Group 1 - The top three companies by Hong Kong Stock Connect holding ratio are Haotian International Investment (71.36%), China Telecom (71.32%), and Green Power Environmental (68.88%) [1][2] - Tencent Holdings, Xiaomi Group-W, and Meituan-W have seen the largest increases in holding amounts over the last five trading days, with increases of +1.391 billion, +983 million, and +931 million respectively [1][2] - The companies with the largest decreases in holding amounts over the last five trading days include WuXi Biologics (-481 million), Zijin Mining (-447 million), and Southern Hengsheng Technology (-344 million) [1][4] Group 2 - The latest holding ratios for the top 20 companies in Hong Kong Stock Connect show Haotian International Investment with 7.919 billion shares, China Telecom with 9.900 billion shares, and Green Power Environmental with 0.279 billion shares [2] - The top 10 companies with the largest increases in holding amounts over the last five trading days include China Petroleum & Chemical Corporation (+315 million) and Zhaoyi Innovation (+309 million) [2][4] - The top 10 companies with the largest decreases in holding amounts include Pop Mart (-294 million) and SenseTime-W (-277 million) [4]
潮涌西山再出发
Xin Lang Cai Jing· 2026-02-22 21:01
转自:云南日报 在"十四五"收官、"十五五"开局的重要历史节点上,昆明市西山区围绕建设"充分凸显云南政治中心服 务承载、山水都市品质和现代服务业活力特质的区域性中心城市中枢门户区"目标,找准在云南省、昆 明市发展大局中的战略定位,持续提升产业能级,加快构筑新质生产力,勇于开辟新领域、新赛道,推 动经济社会高质量发展迈出坚实步伐。 "抓住城市经济、文化旅游、工业振兴、改革创新四个关键,夯实城乡建设、生态环境、民生福祉、社 会稳定四个基础,持续巩固齐头并进良好发展态势。"西山区委书记张攀介绍,全区干部群众坚定信 心、苦干实干,坚定不移推进高质量发展迈上新的台阶。 更新旧动能 培育新动能 新年伊始,西山区处处涌动着昂扬奋进的发展热潮。 来到云南云天化福石科技有限公司,首先映入眼帘的是控制中心大屏,主控操作员章银雁紧盯实时跳动 的电压、电极数据,精准调试。"2024年,公司启动'数字工厂'建设,围绕黄磷生产中的设备管理、生 产管控、物资采购三大核心模块,落地26项子功能应用场景。"该公司总经理符宗国介绍,"实时数据采 集、视频全程监控、人员精准定位、厂区三维建模等数智化管控体系让产能提升了38%,2025年实现利 润 ...
2025年中国数据库产业研究报告
Sou Hu Cai Jing· 2026-02-22 07:04
Core Insights - The report highlights that the development of China's database industry is driven by national-level policies and technological innovations such as cloud-native and AI, transitioning from a "supporting system" to an "intelligent data foundation" [1][8][9] Industry Overview - The Chinese database market is projected to reach a scale of 59.62 billion yuan in 2024, with a compound annual growth rate (CAGR) of 17.2% from 2020 to 2030 [1][25] - The market structure is characterized by a dominance of relational databases, which will continue to hold a significant share, while non-relational databases are diversifying to meet emerging scenarios [1][29] Market Dynamics - By 2025, the market share of domestic databases is expected to rise to 71%, particularly in sectors like government and telecommunications, although penetration in core business systems remains low [2] - The competition landscape features diverse participants, with open-source communities becoming central to technological innovation, exemplified by the rise of domestic open-source projects like openGauss [1][49] Technological Trends - The integration of cloud-native architecture, AI, and hybrid transaction/analytical processing (HTAP) is shaping the future of database technology, moving from structured management to comprehensive data management [2][18] - Domestic vendors are achieving self-innovation in core modules such as storage engines and distributed transactions, although gaps remain in high-end capabilities compared to international firms [1][2] Challenges in Development - The industry faces challenges including the need for breakthroughs in core capabilities, fragmented resource allocation, significant application migration resistance, and an incomplete ecosystem [2][12] - The report suggests enhancing core technology innovation, deepening the integration of technology and application scenarios, and improving talent cultivation systems [2][12] Future Development Recommendations - Strengthening core technology innovation and promoting collaboration in building an industrial ecosystem are recommended to ensure high-quality development [2][12] - The report emphasizes the importance of international cooperation and participation in international standard-setting to expand overseas markets [2][12]
新春走基层·联播一瞬丨在海拔4500米的暴风雪中 记者见证了“不失联的信号”背后……
Yang Shi Xin Wen Ke Hu Duan· 2026-02-21 07:24
Group 1 - The article highlights the efforts of China Telecom's satellite engineers who are conducting signal tests in the Ali region of Tibet, emphasizing the importance of maintaining connectivity even in extreme weather conditions [5] - The testing took place during a rare snowstorm, showcasing the dedication of the engineers to ensure that every inch of land remains connected [5] - The narrative underscores the commitment to providing reliable communication services in remote areas, reflecting the broader goal of enhancing telecommunications infrastructure in challenging environments [5]
新春走基层|为了不失联的信号
Xin Lang Cai Jing· 2026-02-20 16:32
Group 1 - The "14th Five-Year Plan" emphasizes the development of the sixth generation mobile communication, focusing on building an integrated network of air, land, sea, and space [1] - A key task currently is to enhance the coverage of the Tiantong satellite signal, which is crucial for the integrated network [1] - The testing of the satellite signal is being conducted in the Ali region of Tibet, showcasing the efforts to ensure better signal strength [3] Group 2 - The weather conditions during the testing were challenging, with forecasts predicting light to moderate snow, which ultimately turned into heavy snowfall [5] - The team faced difficulties in finding satellite signals and had to communicate with the Beijing monitoring center for signal adjustments [5][7] - Despite the adverse weather, the team successfully completed the satellite testing after overcoming significant obstacles, including a prolonged travel time due to the snowstorm [9]
2月20日晚间央视新闻联播要闻集锦
Yang Shi Xin Wen Ke Hu Duan· 2026-02-20 13:09
今日摘要 习近平总书记指出,新时代新征程农村一定会有更加光明的前景,农民会有更加火热的生活。系列报道 《情满中国年》今天播出《绘就宜居宜业和美乡村新画卷》。 春节假期,我国消费市场活力加速释放。 多彩活动庆新春,温暖祥和中国年。人们赏民俗,品非遗,欢度佳节。 春节假期第六天,全社会跨区域人员流动量预计超3.52亿人次,环比增长3.7%。 中国选手宁忠岩夺得米兰冬奥会速度滑冰男子1500米金牌,并创造了新的奥运会纪录。这也是中国在该 项目首枚冬奥金牌。 全球多地共庆中国新年。 内容速览 【情满中国年】绘就宜居宜业和美乡村新画卷 习近平总书记指出,新时代新征程农村一定会有更加光明的前景,农民会有更加火热的生活。党的十八 大以来,春节前夕,总书记多次走进乡村,看望慰问广大农民群众,和大家一起谋划增收致富之策,引 领神州大地山乡巨变。系列报道《情满中国年》今天播出《绘就宜居宜业和美乡村新画卷》。 新春消费亮点纷呈 市场活力加速释放 春节假期,我国消费市场持续火热。新业态、新场景不断涌现,市场活力加速释放,为中国经济注入澎 湃动能。 多彩活动庆新春 温暖祥和中国年 马年新春,各地活动精彩纷呈,传统与创新融合,人们赏民俗 ...
【新春走基层】为了不失联的信号
Yang Shi Wang· 2026-02-20 12:42
天刚亮,聂帅和同事们就已经收拾好行囊,准备出发了。 聂帅所说的卫星,叫天通卫星,是我国构建空天地海一体化网络的重要支撑。这次来阿里,就是为了排查卫星的信号强弱。 央视网消息(新闻联播):"十五五"规划建议提出,前瞻布局第六代移动通信,核心是构建空天地海一体化网络。当前的一项重要工作,就是推动天通卫星 信号实现更好覆盖。春节前夕,总台《新春走基层》记者跟随中国电信卫星工程师,前往西藏阿里地区展开信号测试。 但让人没想到的是,等车开到了测试的峡谷,小雪花已经变成了密集的雪粒。 按照流程,找不到卫星信号,就要和北京监控中心取得联系,让北京调整信号强度,聂帅他们再进行检测。但是眼下,峡谷里既没有卫星信号,也没有手机 信号,雪还越下越大,聂帅权衡再三,决定还是先到有手机信号的地方对接北京。 漫天风雪中,车灯只能照到前方三五米,原本一小时的路程,足足开了两个半小时才抵达峡谷附近。 天气预报显示今天多云,晚些时候还会有小到中雪,这样的气象条件适合检验卫星信号。 在这个罕见的暴风雪夜晚,这场天通卫星的测试顺利结束。按照计划,小团队在这里短暂休息后,将赶往下一个测试的地方,继续追寻信号的踪迹。 调整需要一个小时,可就在这个期间 ...
集结产业中坚力量!共破国产化攻坚难题
半导体行业观察· 2026-02-19 02:46
Core Viewpoint - The article emphasizes the importance of heterogeneous integration and optoelectronic fusion in the semiconductor and optoelectronic industries as key paths for technological breakthroughs and domestic substitution, especially with the rapid growth of AI computing power and the upcoming 5G-A and 6G deployments [1]. Industry Overview - By 2025, China's semiconductor market is projected to exceed 2.3 trillion yuan, with the optoelectronic device market accounting for 18%. However, the domestic substitution rate in critical areas such as third-generation semiconductor materials, high-end EDA tools, and photonic integrated chips (PIC) remains below 40% [1]. - The upcoming "Collaborative Innovation Forum from Devices to Networks" aims to facilitate collaboration across the entire industry chain, bringing together key players from academia, enterprises, and demand-side [1]. Event Details - The forum will take place on March 18, 2026, at the Shanghai New International Expo Center, focusing on full industry chain collaboration [1]. - The event will gather around 200 core industry practitioners, including major telecom operators, leading cloud service providers, equipment manufacturers, and key players in the optoelectronic and semiconductor sectors [1]. Participation and Engagement - The forum will also feature a live broadcast on the Semiconductor Industry Observation video account, expected to attract over 100,000 industry peers, breaking down geographical barriers for communication [2]. - Notably, 45% of participating companies have revenues exceeding 1 billion yuan, with an average of over 15% of their revenue invested in R&D [2]. Technological Breakthroughs - The article highlights that the domestic semiconductor industry's breakthroughs are not isolated but require a full-chain collaboration from materials to applications. Current advancements in areas like advanced packaging and optical matrix computing (oMAC) have established a foundation for collaboration [2]. - The event's agenda includes discussions on various topics, such as optoelectronic integrated chips for information and communication systems, silicon photonics for high-speed AI optical connections, and the advantages of silicon capacitors in AI applications [3][4]. Collaborative Innovation - The core of collaborative innovation is to break down information barriers and technological silos, allowing for rapid transformation of academic research into industrial productivity and driving technological iterations through enterprise application needs [7]. - The forum aims to create a bridge for efficient connections across the entire chain from source innovation to industrial implementation, facilitating direct procurement opportunities for participating companies with major cloud service providers and telecom operators [6][7].
国务院国资委调度检查国资央企春节假期值班值守安全生产和服务保障工作
Xin Lang Cai Jing· 2026-02-17 12:13
Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the importance of safety and service during the Spring Festival holiday, urging central enterprises to ensure a peaceful and safe celebration for the public [1][2] - SASAC leaders, including Zhang Yuzhuo and Tan Zuojun, conducted inspections and communicated with staff to understand the arrangements for duty and safety during the holiday period [1][2] - Central enterprises are reminded to strengthen risk assessments in key areas and maintain efficient operations to support public festivities [1][2] Group 2 - Tan Zuojun, on behalf of Zhang Yuzhuo, connected with 11 central enterprises via video to check on energy, power supply, major project operations, and communication services [2] - The focus is on tightening the safety production responsibility chain to ensure the stability of essential services such as energy, communication, and transportation during the holiday [2] - The implementation of the Central Eight Regulations is emphasized to ensure a frugal and civilized holiday atmosphere [2]
新春走基层|“95后”通信工程师边疆筑梦记
Xin Hua Wang· 2026-02-16 14:06
作为"小玉"的研发者,中国电信西双版纳分公司通信工程师刀杰,五年前大学毕业,便选择回到家 乡西双版纳,致力于用所学知识为这座雨林之城增添智慧底色。 刀杰的工作需要定期带领软研二次开发团队的小伙伴们,在分公司研发工作室远程开展"小玉"的版 本升级,利用最新的语音识别系统及中国电信星辰方言大模型和人像识别、口型识别等技术,不断完善 人机交互的便携度。 "之所以选择数字人'小玉',一个重要的原因是研发团队是本地的,对于提出的需求及遇到的问题 都能给予及时解决。"西双版纳州政务服务管理局局长戴琴表示,"目前'小玉'掌握了全州税务、养老、 医保等5000多个服务项目的办事指南,两个多月访问量已达七千多次。在技术赋能下,我们希望做到让 政务服务在春节'不打烊'。" 据了解,刀杰带领团队在两年时间里已交出"小玉""磨憨外籍人员管理平台""雨林企事通"等多张优 异答卷。 "刀老师!有小区用户反映网络出现故障,快在后台排查一下。"哈尼族小伙门得是一名电信装维 师,在他眼里,刀杰是技术"百事通",无论发生什么情况,刀杰都能精准判定原因并妥善解决。 刀杰刚入职时在网络部,负责本地接入网等庞杂的维护工作。 五年前,刚开始进行千兆升级 ...