特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 随着工业4.0的推进与全球产业数字化转型的加速，在线分析仪器作为现代工业流程控制与质量监测的核心工具，其重要性日益凸显。 在技术进展方面，在线分析仪器不断融合传感器技术、数据分析能力等前沿科技，实现了 智能化、集成化和便携化 的发展，显著提高了仪器 的准确度、响应速度和稳定性。同时，在应用领域不断拓展，除传统的 石油化工、环保 等行业外，在 食品、冶金、制药 等领域的应用也不 断深化，为工业生产过程的实时监测和优化提供了有力支持。 在此背景下，仪器信息网将于 8月27日举办"在线分析技术进展与应用新场景"主题研讨会 ，本次会议旨在汇聚国内外在线分析仪器领域的专 家学者、企业代表，共同探讨在线分析技术的最新进展，以及在各行业应用的新场景和成功案例，旨在推动在线分析仪器行业的技术创新与市 场发展。 会议时间： 202 5年8月27日 主办单位： 仪器信息网 会议日程： | 08月27日 | 食安智盾·在线质控新实践 | | | | --- | --- | --- | --- | | 0 09:30 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for future performance [7]. Core Insights - The company reported a revenue of 769.39 billion RMB for the first half of 2025, reflecting a year-on-year growth of 3.4%. The revenue structure is diversifying, with over half coming from the customer market and overseas markets. The gross profit for the same period was 78.88 billion RMB, with a gross margin of 10.3%, down 0.6 percentage points year-on-year [1]. - The AI-driven infrastructure and application deployment are significantly boosting the customer market and ACO (Application, Content, and Other Services) business growth. The non-telecom customer market revenue increased by 12.9% year-on-year, with ACO revenue growing by 13.6% [2][3]. - Strategic emerging businesses are enhancing the company's high-quality development momentum, with new contracts exceeding 420 billion RMB in the first half of 2025, representing over 40% of total new contracts [4]. Summary by Sections Financial Performance - In the first half of 2025, the company achieved a net profit of 21.29 billion RMB, a slight increase of 0.2% year-on-year, with a net profit margin of 2.8% [1]. - The company’s operating expenses decreased by 5.5% year-on-year to 61.82 billion RMB, accounting for 8% of total revenue [1]. Market Segments - The operator market revenue was 382.03 billion RMB, down 4.6% year-on-year, primarily due to reduced capital expenditures from clients. However, ACO revenue in this segment grew by 9% [2]. - The overseas market revenue reached 21.51 billion RMB, up 8.7% year-on-year, benefiting from the "Belt and Road" initiative [2]. Business Segments - The TIS (Telecom Infrastructure Services) revenue was 382.72 billion RMB, contributing 49.7% to total revenue, while BPO (Business Process Outsourcing) revenue was 223.83 billion RMB, contributing 29.1% [3]. - The ACO segment's revenue reached 162.84 billion RMB, marking an 11.7% increase year-on-year, driven by accelerated AI application deployment and digital transformation across various industries [3]. Future Outlook - The company is expected to continue leveraging opportunities in AI-driven infrastructure and digital transformation, with adjusted net profit forecasts for 2025-2027 being 36.82 billion RMB, 38.53 billion RMB, and 40.27 billion RMB, respectively [5].

商务部组织"数商兴农""产业电商惠企"等对接，超20个地方、平台举办300场对接，达成共建产销链路、品牌推广等上万项合 作意向。据商务大数据监测，1—7月，农产品、电子产品、纺织品产业电商交易额同比分别增长14.5%、7.9%和6.5%。 数字产品、以旧换新成为拉动力，据商务大数据监测，1—7月，电脑、智能穿戴和手机线上销售额分别增长29.9%、28.4%和 20.3%。服务消费快速增长，旅游、餐饮和文娱线上销售额分别增长24.8%、16.6%和11%。助力外贸拓内销深入推进，4月以来主要 电商平台外贸专区销售超40亿元。 央视网消息：记者从商务部了解到，今年1到7月，我国电子商务持续健康发展，有效助力提振消费，推动产业数字化转型，为 国际经贸合作普惠共赢注入新动能。 "丝路电商惠全球"主题活动高效推进，指导新建10余个线上线下国家馆。重点监测平台数据显示，1—7月埃及精油、乌兹别克 斯坦糖果线上销售额分别增长179.2%和104.7%。 ...

央视网消息：记者从商务部了解到，2025年1—7月份，我国电子商务持续健康发展，有效助力提振消费，推动产业数字化转型，为国际经贸合 作普惠共赢注入新动能。 服务消费快速增长，旅游、餐饮和文娱线上销售额分别增长24.8%、16.6%和11%。助力外贸拓内销深入推进，4月以来，主要电商平台外贸专 区销售超40亿元。 数字产品、以旧换新成为拉动力。据商务大数据监测，1—7月，电脑、智能穿戴和手机线上销售额分别增长29.9%、28.4%和20.3%。 "丝路电商惠全球"主题活动高效推进，指导新建10余个线上线下国家馆。重点监测平台数据显示，1—7月，埃及精油、乌兹别克斯坦糖果线上 销售额分别增长179.2%和104.7%。 商务部组织"数商兴农""产业电商惠企"等对接，超20个地方、平台举办300场对接，达成共建产销链路、品牌推广等上万项合作意向。据商务 大数据监测，1—7月，农产品、电子产品、纺织品产业电商交易额同比分别增长14.5%、7.9%和6.5%。 记者从天津海关了解到，2025年前7个月，天津与上合组织相关国家进出口额达533.7亿元，较2024年同期增长5.2%，占同期天津市进出口总值 的11.3%。 ...

人民财讯8月23日电，记者从商务部了解到，今年1至7月，我国电子商务持续健康发展，有效助力提振 消费，推动产业数字化转型。据商务大数据监测，1—7月，电脑、智能穿戴和手机线上销售额分别增长 29.9%、28.4%和20.3%。服务消费快速增长，旅游、餐饮和文娱线上销售额分别增长24.8%、16.6%和 11%。助力外贸拓内销深入推进，4月以来主要电商平台外贸专区销售超40亿元。 （文章来源：央视新闻） ...

8月22日，冰雪文化馆吸引人驻足。李洋 摄 电商优品场景汇上，颇受关注的是冰雪文化馆。作为2022年北京冬奥会重要举办地之一，张家口正加速 冰雪产业电商化进程，展区邀请冰雪产业龙头企业入驻，集中展示冰雪运动装备、仿真冰雪产品、冰雪 文旅IP衍生品等特色产业成果，加速冰雪产业电商化进程，打造华北冰雪经济数字化展销标杆。 近年，电商产业已成为推动经济增长、消费升级和产业转型的核心力量。目前，张家口13个县区入选电 子商务进农村综合示范县，建成县级电商公共服务中心、物流配送中心各13个、乡镇级电子商务服务站 158个和快递网点340个、村级网点2321个，覆盖全市1552个行政村。同时，新建8个县级物流配送中 心、改造升级128个乡镇商贸中心，初步建立起覆盖县乡村的三级电商物流体系。 中新网张家口8月22日电 (李洋)22日，为期3天的北方(张家口)电商产业发展大会在河北张家口怀安县张 狮安好电商基地举行，旨在通过搭建资源对接平台，助力当地农产品、冰雪装备、跨境贸易等产业数字 化转型。 8月22日，北方(张家口)电商产业发展大会在河北张家口举办。李洋 摄 大会涵盖北方(张家口)电商产业发展大会、电商渠道分享会、电商 ...

产业电商强对接、拓销路。组织"数商兴农""产业电商惠企"等对接，超20个地方、平台举办300场对 接，达成共建产销链路、品牌推广等上万项合作意向。陕西文创产品，辽宁草莓、软枣等特色产品通过 平台拓销路。据商务大数据监测，1-7月，农产品、电子产品、纺织品产业电商交易额同比分别增长 14.5%、7.9%和6.5%。 丝路电商助合作、促共赢。"丝路电商惠全球"主题活动高效推进，指导新建10余个线上线下国家馆。务 实推进中国-中亚电子商务合作对话机制建设，举办云上大讲堂中亚专场，百余名政府、商协会及电商 企业参训学员反响热烈。湖南、新疆等地举办产业对接活动，与非洲、中亚等地区达成数十项优质商品 输华意向。重点监测平台数据显示，1-7月埃及精油、乌兹别克斯坦糖果线上销售额分别增长179.2%和 104.7%。 1-7月，我国电子商务持续健康发展，有效助力提振消费，推动产业数字化转型，为国际经贸合作普惠 共赢注入新动能。 消费电商提品质、促创新。品质电商培育、数字消费提升等行动深入实施，为扩大内需增添新活力。据 国家统计局数据，1-7月全国网上零售额增长9.2%，其中实物商品网上零售额增长6.3%。数字产品、以 旧换新 ...

Group 1 - The core viewpoint of the article is the strategic cooperation agreement signed between Yili Group and China Unicom, marking a new chapter in cross-industry integration [1][3][4] - The partnership aims to leverage both companies' strengths through five key actions: mutual access to stores, shared rights, product interchangeability, joint public welfare initiatives, and cultural integration [3][4] - The establishment of the "Artificial Intelligence + Smart Dairy Joint Laboratory" signifies a commitment to integrating AI into the entire dairy industry chain, aiming to set a global benchmark for smart dairy [3][4] Group 2 - Yili Group, as a leader in the dairy industry, has been at the forefront of digital transformation, continuously redefining the development of the dairy sector [3] - China Unicom plays a crucial role in the construction of a digital China, utilizing advanced technologies such as 5G, cloud computing, big data, and artificial intelligence to drive industrial digital transformation [3][4] - The collaboration is seen as a strategic move to seize market opportunities and enhance synergies, with plans for Yili to partner with more outstanding companies to provide high-quality health and nutrition products [4]

Investment Rating - The report upgrades the investment rating to "Buy" for the company [4] Core Views - The company focuses on the "Big Data + AI" strategy, with significant breakthroughs in its big data business driving performance improvement [3][12] - The demand for data applications continues to grow, and the company is building a core technology system to support this [2][38] - The company is expanding its global presence, achieving notable results in overseas markets [3][4] Financial Summary - Revenue is projected to grow from 18.277 billion RMB in 2023 to 22.664 billion RMB in 2027, with a compound annual growth rate (CAGR) of approximately 9.6% [1] - The net profit attributable to shareholders is expected to turn positive by 2025, reaching 231 million RMB, and further increasing to 511 million RMB by 2027 [1] - The company's return on equity (ROE) is forecasted to improve from -29.1% in 2023 to 7.3% in 2027 [1] Business Strategy - The company is leveraging its advantages in public data operations and self-developed platforms to penetrate various industries such as transportation, water conservancy, and manufacturing [2][3] - The focus on scenario-based applications is driving innovation in the "Big Data + AI" business, enabling digital transformation across industries [2][12] - The company is committed to enhancing its research and development capabilities, with significant investments in technology to maintain a competitive edge [51][62] Market Outlook - The domestic big data industry is expected to grow significantly, with projections indicating a market size of approximately 2.4 trillion RMB by 2024, reflecting a CAGR of 22% [38][42] - The demand for digital supply chain services is also anticipated to rise, with a projected revenue of around 3.6 trillion RMB in 2023, growing at a rate of 11% [67][72] - The company is well-positioned to capitalize on the increasing importance of data as a key production factor in the digital economy [41][42]

Core Viewpoint - The article emphasizes the importance of stabilizing employment, investment, and consumption while enhancing macroeconomic policy effectiveness to achieve the annual development goals and the tasks outlined in the 14th Five-Year Plan [1][2]. Group 1: Economic Stability and Growth - Focus on stabilizing employment, enterprises, markets, and expectations to strengthen domestic circulation and optimize external circulation, laying a solid foundation for the 15th Five-Year Plan [2][3]. - Implement policies to stimulate private investment and enhance consumption through high-quality infrastructure projects and new policies [3][6]. - Promote the development of new productive forces, particularly in artificial intelligence and the digital economy, to drive innovation [3][4]. Group 2: Green and Coordinated Development - Advance green and low-carbon development through comprehensive carbon emission controls [4][6]. - Implement regional and urban-rural coordinated development strategies, focusing on urban renewal and rural revitalization [4][6]. - Ensure the stability of key sectors such as employment, food security, and energy supply chains [4][6]. Group 3: Fiscal and Monetary Policies - Utilize proactive fiscal policies to support consumption and expand domestic demand, while enhancing social welfare [14][15]. - Implement measures to improve the microeconomic cycle and support traditional and emerging industries [16][18]. - Maintain a moderately loose monetary policy to support technological innovation and stabilize foreign trade [35][36]. Group 4: Employment and Social Security - Focus on expanding job opportunities in key sectors and encourage entrepreneurship, particularly in the digital and green economies [24][25]. - Enhance social security measures, including pension reforms and timely disbursement of social benefits [27][29]. - Promote skills training and support for various demographics, including youth and migrant workers [26][30]. Group 5: Financial Market Regulation - Strengthen market stability and enhance regulatory effectiveness to prevent risks in key areas of the capital market [40][43]. - Promote reforms to invigorate market activity and support long-term capital investment [41][42]. - Address risks associated with real estate financing and support the development of a new model for the real estate market [44][45].