题图来源：视觉中国 2023年9月21日晚，华为公司创始人任正非与南开大学新闻与传播学院院长、科技日报原总编辑刘亚东今年7月7日在深圳一间咖啡厅的对话最新曝光。 在对话过程中，任正非以"拉法尔喷管"来描述华为的研发体系: "喇叭口"吸收宇宙能量，经过理论研究，成熟的研究成果及人员经过拉法尔喷管快速在产 品端扩张，快速完成领先世界的产品。 任正非提到，跟大学的合作、基础研究部分，华为从来不考虑回报，到下面产品线时才有考核要求。而华为的产品如果不够先进，就不会拿出来卖。因 为"卖不了高价，也养不活队伍"。 任正非举例称，华为的AI集群已支持16000板卡，将来的一个超节点集群可管理几十万板卡，可支持超高速互联、超高效的液冷散热、瞬时爆发式供电， 达到系统高可用，这些都不弱于美国。他还在对话中披露了鸿蒙生态建设进展，他表示，国内现在有30多个操作系统都是基于鸿蒙开源构建的，涵盖了行 业终端、手机平板、家庭终端，加起来大概已经有6亿用户，世界排名第三。鸿蒙刚升级到4.0，升级以后，外面也会跟着升级。 任正非表示，华为会越来越困难，但华为也会越来越兴盛。"中国将来如果建立自己的标准体系，那这个标准体系肯定要比美国的好。 ...

值得关注的是，AI 正在重构专属云服务的能力标尺，客户对专属云的要求向公有云体验与智算效能升级，这一趋势正在 重塑专属云市场的竞争壁垒，需求侧 PaaS 服务标准化倒逼专属云服务商提升能力，供给侧属地化智算集群部署则开辟了 增量市场机会，推动专属云从基础资源托管向智能时代的核心基础设施跃迁。 专属云正通过全周期成本优化引领企业云架构升级，随着企业 IT 复杂度上升，传统私有云在管理、敏捷性和成本上的瓶 颈日益凸显，客户正加速将核心业务向集约化专属云迁移，借助 "托管 + 服务" 模式平衡数据主权与敏捷创新，实现全周 期成本的有效优化。 从行业层面看，行业云平台的纵深发展持续驱动专属云增长，本期泛政务领域需求仍占主导，数字化平台建设、国产化替 代及数据基建带来的持续需求稳固了市场基本盘。同时，能源、医疗、交通等行业也在加速采用专属云，以承载安全生产 监测、高效运营及智能响应等高价值业务场景，成为推动市场增长的重要增量来源。 IDC中国企业级研究部分析师张舒表示，专属云服务市场正通过集约化成本优化、行业纵深渗透及AI智算升级三重动能驱 动结构性增长，在头部厂商加速资源下沉与智算卡位的竞争格局下，凭借数据主权保障、 ...

Summary of the Conference Call for Yingzi Network Company Overview - **Company**: Yingzi Network - **Industry**: Smart Home and IoT (Internet of Things) Key Points and Arguments Business Segments and Performance - The impact of the operator business contraction on the company has lessened, with this segment now accounting for only 7% of total revenue, primarily driven by camera sales [2][3] - The company is exploring growth opportunities through market segmentation, targeting younger demographics with sub-brands like "Jin Xiaodou" and focusing on portable 4G cameras and visual communication cameras [2][6] - Overseas business growth is outpacing domestic growth, with a significant increase in contribution to overall revenue. The U.S. business is minimally affected by sanctions on Hikvision, focusing on early sales products and cloud value-added services [2][11] Product Innovations and Launches - The flagship product Y5,000 in the smart home entry business features AI capabilities and has received 130,000 pre-orders, aiming for cash flow transformation this year [2][7][8] - The company is expanding its product lines to include smart service robots and wearables as part of its third growth curve, with a focus on integrating hardware and software [2][9] Financial Performance and Strategy - The smart home camera business is expected to see a slight revenue decline in 2024 due to the contraction of the operator business, but its impact on the overall revenue base is expected to be less significant [3] - C-end value-added services, particularly cloud storage and AI services, are showing significant growth in paid user numbers and average revenue per user [4][10] - The company aims to maintain stable gross and net profit margins despite various influencing factors, including channel structure and market competition [4][16] Market Expansion and Future Outlook - The company is actively expanding into overseas markets, particularly in Europe, Central and South America, and Southeast Asia, with plans to diversify product offerings beyond single categories [2][12] - The C-end cloud service strategy will continue to focus on integrating hardware and software, with an emphasis on cloud storage and AI value-added services [10][12] Technological Developments - The AI platform is being enhanced with third-party models to improve interaction capabilities across various products, including cameras and companion robots [14] - The company is testing AI elderly care services, with plans to launch an app in the second half of the year [4][10] Retail and E-commerce Strategy - The company is transitioning its retail strategy, with successful pilot stores achieving profitability, and plans to expand this model in 2026 [15][16] - Online business growth is significant, but high traffic costs are a concern; the company is working to optimize ROI and cost rates in e-commerce [4][16] Additional Important Insights - The company is focusing on emotional value services for younger consumers through its Jin Xiaodou app, which operates independently [2][6] - The introduction of portable products and specific use-case cameras (e.g., for elderly care) indicates a targeted approach to market needs [6][7] - The overall business growth remains steady, with a strong performance in online sales during promotional periods [15]

Policy Background and Importance - Jiangsu, as a strong economic province, plays a crucial role in economic growth and employment through numerous small and medium-sized enterprises. However, financing difficulties and high costs have been bottlenecks for enterprise development. To address this, the Jiangsu provincial government has established various financing loan subsidy policies aimed at reducing financing costs through fiscal support, encouraging increased R&D investment and innovation, enhancing market competitiveness, and promoting industrial structure upgrades and high-quality economic development [3]. Common Types of Subsidies - Interest subsidies for technology enterprises: Aimed at technology-based enterprises, a certain percentage of interest subsidies is provided for loans obtained from qualified financial institutions for high-tech project R&D and achievement transformation [4]. - Financing guarantee fee subsidies: Encourages enterprises to obtain loans through financing guarantee institutions, subsidizing guarantee fees to lower financing costs [5]. - Financing lease fee subsidies: Supports enterprises in acquiring equipment and assets through financing lease methods, providing subsidies for financing lease fees [6]. Application Conditions - Basic conditions: Enterprises must be registered in Jiangsu Province, have independent legal person status, a sound financial management system, and have been operating normally for over one year with no serious credit violations in the past three years [7]. - Specific conditions: Depending on the subsidy project, enterprises must meet specific requirements. For example, for the technology enterprise loan interest subsidy project, enterprises must belong to various leading talent enterprises, have obtained technology achievement transformation, or be recognized as technology-based independent brand cultivation enterprises [7]. Application Process - Online application: Enterprises must log in to the Jiangsu government service website or designated platforms of local financial departments to find the corresponding financing loan subsidy application entry, fill in the required information, and upload relevant scanned documents [8]. - Material preparation: Generally, enterprises need to prepare a funding application report, business license, financing guarantee business operation license, annual inspection certificate, and other materials [9]. - Review and public announcement: After the application deadline, financial departments will review the application materials to ensure compliance with application conditions and authenticity. Approved applications will be publicly announced on official websites for no less than five working days [9]. - Subsidy disbursement: After the public announcement period with no objections, the financial department will directly transfer the subsidy funds to the enterprise's bank account [10]. Important Notes - Attention to time nodes: Application notifications are usually released at specific times each year, and enterprises should closely monitor local financial department announcements to ensure timely applications [11]. - Ensure material authenticity: Enterprises must accurately fill in application information and provide genuine supporting materials. Any false reporting or forgery will result in disqualification from the application process [12]. - Active communication and coordination: If issues arise during the application process, enterprises should promptly communicate with local financial departments or relevant supervisory departments for guidance and support [13]. Support from Kecy Cloud Platform - The Kecy Cloud Platform is a comprehensive platform that integrates policy information and expert services, providing convenience for enterprises applying for Jiangsu financing loan subsidies. Enterprises can quickly access the latest subsidy policy information, application guidelines, and requirements on this platform, along with professional customer service teams to address application-related inquiries [14]. Conclusion - Jiangsu's financing loan subsidy policy provides substantial support for enterprises, helping them reduce financing costs and achieve innovative development. Enterprises should fully understand and actively apply for relevant subsidies to facilitate their growth and contribute to the prosperity of Jiangsu's economy [15].

北京中长石基信息技术股份有限公司投资者关系管理活动记录-调研纪要 证券代码：002153 证券简称：石基信息 北京中长石基信息技术股份有限公司 4、在海外的研发团队都是外国人吗？都是属于什么岗位？ 公司海外团队员工都是外国人，主要是研发和技术人员，销 售人员占比很少。 投资者关系活动记录表 编号：2025-15 投资者关系 活动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑其他：申万宏源 2025 夏季策 略会 参与单位名 称及人员姓 名 大成基金-杜聪；华创自营-杜郁坤；华金证券-刘庆盟；华夏基金 -张超、高爽、罗绍武；申万宏源-崔航；首创证券-邓睿祺；阳光 资产-祁媛媛 时间 2025 年 6 月 13 日 地点 北京市金融大街丙 9 号北京金融街威斯汀大酒店 上市公司接 待人员姓名 董秘、副总裁-罗芳；证券部-何龙光 投资者关系 活动主要内 容介绍 1、公司为什么会坚定的进行全球化转型？ 公司的全球化与平台化战略是经过公司多年计划与准备才 开始实施的，是顺应国际酒店集团信息系统向云平台转移这一趋 势而为之。随着酒店信息系统向云化变迁，从技术上来说， ...

数字经济时代，数字技术发展带来的产业转型升级浪潮蕴含机遇——在这个数字化快速发展的时代，建设数字的任务显得尤为重要，数字经济的创新驱动也 是刻不容缓的欧美发达国家而言，基本的城市化进程早已在工业经济时代就已经大部分完成，但在如今的数字经济时代，鱼吃鱼客服点服务号码 00861一 59819一36382数字经济的新型城镇化建设如火如荼地正在进行中新型城镇化进程不仅是一场在广袤的领土和巨大的人口中进行的简单的土地人口的城镇化 ，更一场在数字经济时代的经济社会性变革而这个变革正好与数字化和工业化时间重合，因此新型城镇化的发展思手机的智能系统、车载智能系统以及智能 家居等产品中，服务性比重不断提升。数字经济的快速发展，为我国产业结构转型升级提供了新的方向 从发展进程看，当前世界百年未有之大变局加速演进，一项更高效率、更抗风险的生产方式成为一项产业生死攸关的抉择，特别是在新冠肺炎疫情等"黑天 鹅"事件所带来的不确定性下，数字化转型所带来的自动化流程能够大幅减少企业的人力成本，并降低因人为错误而产生的风险，更加凸显其优势。 从企业发展看，数字技术全面融入经济、政治、文化、社会、生态文明建设各领域和全过程，推动形成新理念、 ...

记者从工业和信息化部了解到，一季度，我国数字产业实现良好开局，主要指标增速加快。一季度，数 字产业实现业务收入8.5万亿元，同比增长9.4%，增速较上年同期提升4.4个百分点。其中，制造业和服 务业部分分别增长10.4%和8.2%。数字基础设施持续优化升级。截至3月底，已建成5G基站439.5万个， 通信网络加快向5G-A演进升级，全国86个城市启动万兆光网试点部署。全国在用算力中心标准机架数 超过900万。在人工智能、云平台等新兴业务拉动下，软件业完成业务收入3.1万亿元，同比增长 10.6%。重点领域制造企业纷纷接入大模型，推动生产制造、产品体验、售后服务等关键环节效能提 升，产业数字化转型持续纵深推进。(央视新闻) ...

投资者关系活动记录表 | 投资者关系活动类别 | ☐特定对象调研 | ☐分析师会议 | | --- | --- | --- | | | ☐媒体采访 | 业绩说明会 | | | ☐新闻发布会 | ☐路演活动 | | | ☐现场参观 | | | | ☐其他（请文字说明其他活动内容） | | | 参与单位名称及人员姓名 | 线上参与公司2024年度业绩网上说明会的投资者 | | | 时间 | 2025年05月13日 15:00-17:00 | | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | | 总经理（代行财务总监职责） | 肖燕 | | 上市公司接待人员姓名 | 独立董事 彭民 | | | | 董事会秘书 章军 1.目前公司采取了哪些实际行动来应对跨境电商出口行业风 | | | | 险？效果如何？ | | | | 答:您好，公司在2024年年度报告"第三节管理层讨论与分析"之 | | | 投资者关系活动主要内容 介绍 | "十一、公司未来发展的展望"部分介绍了可能面对的风险及相关应 | | | | 对措施。请您进一步查阅。谢谢！ | | | | 2.未来是否 ...

Core Viewpoint - The White House announced a collaboration between Amazon Web Services (AWS) and the UAE Cybersecurity Council to launch a sovereign cloud platform [1] Group 1 - The partnership aims to enhance cybersecurity measures and provide secure cloud services tailored for the UAE [1] - This initiative reflects a growing trend of governments seeking to establish sovereign cloud solutions to protect sensitive data [1] - The collaboration is expected to bolster the UAE's digital infrastructure and support its national security objectives [1]

"农田排灌设施推行设备主人制，确保排灌设备'有人管，及时管'，农户有问题能及时联 系到人。"4月29日，国网濉溪县供电公司五沟中心供电所闫华正在给庙前村 "扫码灌溉" 设 备张贴"设备主人"公示牌，将"设备主人"身份亮出来。 近日，濉溪县供电公司完成辖区内农田排灌电力设施 "设备主人" 公示牌张贴，将每台 变压器、线路、泵站等设备的运维责任人姓名、联系方式、农业电价等信息进行公开公示。 12个乡镇、102个行政村，累计安装公示牌1869块，标志着濉溪县农田排灌电力设施管理迈 入规范化、透明化阶段，筑牢农田排灌用电安全防线。 图为4月29日，濉溪县供电公司五沟供电所闫华给庙前村 "扫码灌溉" 设备张贴"设备主 人"公示牌。储运涛/摄 以公示牌为抓手，濉溪县供电公司压实责任，提升服务水平。农田排灌电力设施是农业 生产的 "动力心脏"，但长期以来存在设备归属不清、维护责任模糊等问题。濉溪县供电公 司推行 "设备主人" 公示牌制度，真正实现了 "设备有主人、服务有保障"，促进运维人员主 动巡检、快速响应，极大地提升了农田用电服务质量。 公示牌不仅是责任公示的载体，更是架起电力保障的 "连心桥"。在农田排灌的关键时 期 ...