（记者 张明双） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 中科江南（301153.SZ）9月24日在投资者互动平台表示，中科江南作为腾讯的重要生态合作伙伴，双方 将重点深化人工智能技术在财政领域的创新应用，通过腾讯云的AI大模型能力与中科江南的行业洞察 相结合，打造智能化财政解决方案。公司是华为"优选级解决方案开发伙伴"，公司与华为先后联合发布 了基于华为云平台的财政预算管理一体化联合解决方案、财政大数据联合解决方案，核心产品已完成鸿 蒙系统适配。公司财务信息请以指定信息披露媒体披露为准。 每经AI快讯，有投资者在投资者互动平台提问：董秘你好啊，公司亮相2025腾讯数字生态大会，分享 数字政府领域联合创新实践的意义是什么？公司与华为在数字政务领域合作，请问贵公司和华为合作双 方的技术体现都有什么？公司拥有如此雄厚的资源和不断创新迭代的成熟技术，未来营收和利润增长有 什么创新和目标？ ...

Group 1 - Hainan Free Trade Port is set to enhance customs efficiency and risk management through data element support, focusing on enterprise credit and behavior data [1] - A dynamic tagging system has been established, utilizing data from over 3 million enterprises in Hainan to optimize customs strategies based on credit ratings and cargo types [1] - Enterprises with good credit ratings can achieve "fast customs clearance," while high-risk entities will trigger enhanced verification mechanisms [1] Group 2 - Hainan has implemented multiple action plans to promote digital economy innovation, including regulations for international data center development and cross-border data management [1] - The region has completed several undersea cables to Southeast Asia, supporting the development of emerging industries like cross-border live streaming and digital trade [1] - Hainan's "data product supermarket" has aggregated over 200 billion data resources and offers more than 2,600 data products across various sectors [2] - The province aims to deepen the integration of data with industries and establish itself as a "data circulation hub" connecting domestic and international markets [2]

域，共征集了全国范围内企业、高等院校、科研机构、行业组织申报的100余个项目。亿云信息基层数 字化服务平台凭借技术先进、应用成效显著的项目经验荣获优秀奖，获得业界认可和高度赞誉。 "金灵光杯"中国互联网创新大赛是由中国互联网协会发起，旨在促进交流合作，激发创新活力，共同推 动数字经济高质量发展的权威大赛。其中"数字政府"专题赛聚焦人工智能应用创新以及数字政府建设领 近日，2025（第二十四届）中国互联网大会雄安分站—中国互联网创新论坛暨中国互联网创新大赛系列 活动在雄安举办，会上公布了第二届"金灵光杯"中国互联网创新大赛的获奖结果，山东科创旗下亿云信 息基层数字化服务平台荣获数字政府专题赛优秀奖并入选成果展示册。 亿云信息基层数字化服务平台集成基础数据归集、标签管理、智能填报、跨部门场景查询等六大功能模 块，支持高龄补贴、低保审核等40余个场景，实现基层人、房、企等数据统一治理与场景化应用，已覆 盖省内多个县市区以及乡镇街道。目前该项目已纳入山东省数字政府建设典型案例库，为新时代基层治 理现代化提供系统性解决方案。 ...

Core Insights - HarmonyOS 5 has become a key technological support for the construction of "digital government," with nearly 400 government service applications adapted and launched nationwide [1] - The adaptation of government collaborative office applications in 15 provinces, including Beijing, Shanghai, Guangdong, and Shandong, marks a significant upgrade in the governance application system [1][2] Group 1: Application Adaptation - The adapted applications serve as "core hubs" for efficient operation of government systems across various provinces, including "Jingban" for Beijing and "Yuezhengyi" for Guangdong [2] - The applications create a "dual-engine" for government informationization, focusing on internal government operations and public service [2][3] Group 2: Service Focus - The citizen service applications emphasize "one network for all services," allowing users to enjoy convenient services through multiple devices, enhancing efficiency [3] - The government collaborative applications focus on "one network for collaboration," providing a unified, secure, and efficient foundation for cross-level and cross-departmental collaboration [3] Group 3: Security Enhancement - The dual-system transformation enhances the overall security capabilities of digital government, providing comprehensive security protection for sensitive government data and personal information [4] - HarmonyOS's controllable core and high-level security features establish a solid security foundation for digital governance [4]

Group 1 - The Sichuan Provincial Government and China Unicom Group signed a strategic cooperation agreement in Chengdu on September 11 [1] - The agreement focuses on deep cooperation in areas such as digital information infrastructure, artificial intelligence, data elements, and cybersecurity [1] - The collaboration aims to enhance the transformation of technological innovation achievements and promote the construction of digital government and smart cities to better serve the high-quality economic and social development of the province [1] Group 2 - The governments of Chengdu and Mianyang also signed strategic cooperation agreements with China Unicom Group [1] - Key officials from the provincial government and China Unicom Group were present at the signing ceremony, indicating high-level support for the initiative [1]

Core Insights - The launch of the "Guizhengtong" platform marks a significant advancement in digital governance efficiency and security in Guizhou Province, utilizing the Harmony operating system [1][6] - The platform serves as a comprehensive mobile office entry point for public officials, facilitating cross-regional, cross-departmental, and cross-level information sharing and collaborative work [1][2] Group 1 - The Harmony version of Guizhengtong was officially launched on August 4, 2025, supported by Guizhou Big Data Group, enhancing the digital level of government affairs [1][3] - The platform has completed full adaptation of core functions, including messaging, contacts, and workbench modules, and has integrated with major platforms like the "Guizhou Provincial Village Basic Data" and "Guizhou Comprehensive Governance Information Platform" [4] - Daily usage has exceeded 220,000 instances, with a total of 58 million collaborative business interactions, establishing a secure and efficient office application system [4] Group 2 - The Harmony version of Guizhengtong has undergone a security reconstruction, implementing full-chain protection for sensitive government data through the Harmony system's security architecture [6] - The platform's security features ensure that public officials can only access authorized files when sharing documents, enhancing the security of the collaborative process [6] - Guizhou Province is leveraging its advantages in big data to improve government management, social governance, and public service levels, aiming to create a model for digital governance based on domestic technology systems [6]

Core Insights - The current challenges in the market-oriented allocation of data elements include ambiguous data ownership and incomplete trading rules, which hinder the activation of data value and the promotion of high-quality economic and social development [1] Group 1: Data Element Market - The circulation and trading of data elements require efforts from both the supply and demand sides to ensure effective market operation and prosperity of the data economy [3] - Data is recognized as the fifth production factor, rapidly integrating into various aspects of production and life, thus driving high-quality economic and social development [3] Group 2: Digital Government - The core logic of building a digital government is to enhance the government's intelligent capabilities through the application of digital and intelligent technologies, with existing practices like the "One Network for All Services" model [3] - Issues such as "data silos" exist within digital government practices, making data integration and utilization challenging [3][4] Group 3: Technology-Driven Governance - To enhance government governance capabilities using big data technology, it is suggested to promote institutional construction driven by technology across three dimensions [4] - Breaking down inter-departmental data barriers is crucial, and scenario-driven approaches can stimulate data sharing and collaboration among government departments [5] Group 4: International Perspectives - Countries like Singapore and the UK are actively exploring data-driven social service and governance models, while China is embracing intelligent governance and leading globally in releasing data value [5]

Core Insights - HanJia Design reported a strong performance in the first half of 2025, with significant contributions from its subsidiary, Suzhou Futai Information Technology Co., Ltd. [1] - The company achieved a revenue of 633 million yuan, a year-on-year increase of 2.29%, and a net profit attributable to shareholders of 15.03 million yuan, up 303.94% [1] - Futai Technology's new business segments in urban governance digital solutions and robotics have positively impacted the company's revenue and profit [1] Financial Performance - The company recorded a revenue of 633 million yuan in H1 2025, reflecting a 2.29% year-on-year growth [1] - The net profit attributable to shareholders reached 15.03 million yuan, marking a substantial increase of 303.94% [1] - The net profit after deducting non-recurring gains and losses was 15.78 million yuan, showing a remarkable growth of 952.68% [1] Business Development - Futai Technology's urban governance robot segment generated 250 million yuan in revenue during the first half of 2025, with a target of achieving 1 billion yuan in revenue from sanitation robots by 2027 [2][4] - The company has established over 30 operational areas for its unmanned cleaning robots, covering more than 25 million square meters [3] - Futai Technology aims to manage over 6,000 unmanned deployment points, utilizing a data-driven decision-making model to enhance operational efficiency [3] Technological Advancements - Futai Technology has developed over 100 proprietary industry models, enhancing AI decision-making capabilities in complex environments [2] - The company has successfully integrated AI technology into urban governance, leading to the establishment of multiple benchmark projects across various provinces [5][6] - The data service segment has made significant progress, with the completion of operational mapping for over 20 cities, providing precise data for sanitation operations [6] Future Outlook - The demand for integrated urban governance platforms is expected to grow, with a focus on "human-machine collaboration" and "AI enhancement" becoming the new norm [7] - HanJia Design and Futai Technology are positioned to leverage industry opportunities, enhancing their technological innovation and service capabilities [7]

"长沙市智慧视觉体系"凭借领先的技术架构与卓越的治理效能，成为城市精细化治理的"长沙样板"。该 体系以"两统一、两统筹"为核心，系统构建四大技术能力，夯实治理基础。 统一标准与统筹资源双管齐下。统一全市视频点位命名、经纬度标注等标准，整合43家政企单位31万余 路视频资源；统筹AI算力与算法开发，搭建全市统一算力调度平台，汇聚8大类127小类视频AI算法及 4150路治理场景解析算力，实现视频AI应用全网云化、智能化。 8月27日，由2025中国国际大数据产业博览会（简称"数博会"）组委会主办、中国信息协会承办的 2025中国国际大数据产业博览会数字政府交流活动在贵阳举行。长沙两项数字政府建设成果脱颖而出 ——"长沙市智慧视觉体系"入选"2025数字政府管理创新类"优秀典型案例，"长沙政务云多维防护赋能 数据要素安全流通"斩获"数据要素赋能数字政府建设"奖项。两项荣誉的获得不仅体现了长沙在数字政 府领域的创新实力与领军地位，更凸显了市数据局在统筹数字底座建设、推动数据安全流通与智能应用 落地中的关键作用。 智慧视觉体系：以"数智"筑牢城市治理根基 高效共享与场景赋能双向发力。构建11大类76小类视频标签体系， ...

Core Viewpoint - The report highlights the positive transformation and growth of Changshan Beiming, with significant revenue increase and strategic partnerships, despite current losses in net profit due to business restructuring [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 3.722 billion yuan, a year-on-year increase of 30.77% [1]. - Net profit saw a substantial narrowing of 63.39% compared to the previous year, attributed to the divestment of the textile business and the introduction of new energy and smart industry sectors [1]. Strategic Partnerships - Changshan Beiming is a key strategic partner of Huawei, collaborating on the development of Huawei's Kunpeng and Ascend AI industries [1]. - The company received multiple awards from Huawei, including "Meritorious Partner Award" and "Best Service Award for Digital Transformation" [1]. Research and Development - The company invested 127 million yuan in R&D during the reporting period, marking a significant increase of 43.38% year-on-year [1]. - As of June 30, 2025, Changshan Beiming obtained 749 software copyrights, 32 invention patents, and 2 utility model patents [1]. Software and Information Technology Services - The software business has strengthened market competitiveness, with ongoing strategic collaborations with industry giants like Huawei and Hikvision [2]. - The company is actively advancing projects in digital government and digital economy, focusing on smart city initiatives across various provinces [2]. New Energy Development - As of June 30, 2025, Changshan Beiming has established 9 distributed photovoltaic projects with a total installed capacity of 13.5 MW [3]. - The company reported a photovoltaic revenue of 3.54 million yuan, a 105.8% increase from the previous year, and a net profit of 1.536 million yuan, up 89.6% [3]. Industry Outlook - The software and information technology service industry in China continues to show robust growth, with both revenue and profit experiencing double-digit increases [4]. - Changshan Beiming aims to focus on its core software business to enhance its market position [4].