第二十届中国经济论坛平行论坛2025数字经济大会的数智 产品展示区。 人民网记者 任峰涛摄 第二十届中国经济论坛"向海图强：海洋经济新展望"平行 论坛现场。 《中国经济周刊》供图 第二十届中国经济论坛"全球经贸新格局：出海的机遇与 挑战"平行论坛现场。 《中国经济周刊》记者 肖 翊摄 加快数智融合 赋能高质量发展 人民网记者 章斐然 "十五五"规划建议提出，"深入推进数字中国建设""促进实体经济和数字经济深度融合"。 2025年是推进数字中国建设10周年。10年来，中国数字经济迅速发展，数字技术赋能各行各业。尤其是 近年来，数据要素价值加速释放、人工智能"热浪"迭起，科技创新与产业创新互动频繁。 11月18日，以"数智深融 共启新程"为主题，第二十届中国经济论坛平行论坛2025数字经济大会在广东 广州南沙国际会展中心举行。与会嘉宾认为，数据要素、人工智能和实体经济的融合创新，将激活高质 量发展新动能。 会上，人民网发布了"数字资产服务平台战略合作伙伴发展计划"，并上线人民网"语料社区"，展现主流 媒体数智化转型成果。人民网数字资产服务平台具备图片、视频等数字资产的上传、展示、交易等功 能，提供一站式数据资产管 ...

11月24日，万集科技盘中上涨2.02%，截至13:19，报24.77元/股，成交3352.59万元，换手率1.01%，总 市值52.79亿元。 资金流向方面，主力资金净流入27.04万元，大单买入240.30万元，占比7.17%，卖出213.26万元，占比 6.36%。 万集科技今年以来股价跌27.89%，近5个交易日跌3.96%，近20日跌2.63%，近60日跌13.69%。 万集科技所属申万行业为：计算机-计算机设备-其他计算机设备。所属概念板块包括：电子车牌、ETC 概念、数据要素、小盘、华为概念等。 截至9月30日，万集科技股东户数2.73万，较上期减少7.94%；人均流通股4940股，较上期增加6.52%。 2025年1月-9月，万集科技实现营业收入6.91亿元，同比增长10.63%；归母净利润-1.16亿元，同比增长 51.07%。 分红方面，万集科技A股上市后累计派现3.41亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，万集科技十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股256.81万股，相比上期增加164.83万股。大成中证360互联网+指数A ...

在历史的长河里，5年只是一朵小小的浪花。但于老城玄武而言，5年却是一段"看似寻常最奇崛"的旅 程。站在"十四五"的"赛末点"回望，总有一些镜头令人心潮澎湃—— 这是一场产业的跃迁。立足"1+2+2"的都市型现代化产业体系，玄武以创新为引领，深融"数据要素 ×"和"人工智能+"战略，用数字赋能千行百业，推动产业结构向"新"向"绿"。5年来，玄武GDP连上3个 百亿台阶，今年预计达1400亿元以上，跻身全国创新百强区。 这是一次消费的突围。文商旅一体，新业态、新场景、新模式落地，从德基广场登顶全国"销冠"，到招 商花园城惊艳亮相，玄武聚力打造国际消费中心城市中心区和服务业扩大开放综合试点先行先试区，丰 富购物体验、汇聚全球首店、提振消费能级，以南京1%的面积贡献了全市14%的社零。 这是一座老城的新生。从红山新城的十年磨一剑，到老城巷陌的旧貌换新颜，玄武对标"创新、宜居、 美丽、韧性、文明、智慧"的要求，在城市更新中系统破解空间腾挪、界面出新、功能重塑等难题，奋 力探索"六边形城区"的建设路径。 这是一曲幸福的变奏。坚持以人民为中心的理念，玄武以党建引领基层治理，撬动民生服务资源，回应 群众对美好生活的期盼。人均 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司金融数据流通解决方案的商业化落地进展如 何？2026年数据要素相关业务能否形成10亿元级收入规模，成为第三增长曲线？ 神州信息（000555.SZ）11月24日在投资者互动平台表示，公司是北京国际数据交易联盟成员之一，但 并未参股北京国际大数据交易所。同时，公司2024年营业收入同比下滑17.03%，还请您关注公司公告 和官方消息。作为领先的金融数字化转型合作伙伴，公司将充分发挥自身优势，与联盟成员一起共同推 动数据资源的网络化共享、集约化整合、协作化开发和高效化利用，共同推动数字经济产业高质量发 展。 （记者 王瀚黎） ...

近日，中国信通院华中研究院（简称华中研究院）正式落地东西湖区国家网安基地。该 研究院由武汉临空港经开区管委会与中国信息通信研究院（简称中国信通院）合作共建，将 聚焦人工智能、数据要素等前沿领域，构建"智库＋平台＋生态"三位一体创新体系。 据悉，中国信通院始建于1957年，在中国信息通信技术发展中发挥核心智库作用，是国 家网络强国战略的支撑力量。其参与了多项国家重大决策，推动中国在5G、6G等领域全球 领先。 此外，华中研究院还将举办高水平大赛、产业调研和人才培训活动，协同区内企业牵头 制定行业及国家标准，构建产学研协同的人工智能产业生态圈。 "华中研究院筹备期间，已与国家网安基地企业密集互动。"连续数月，黄子沛说，自己 的武汉行程紧凑无空当，筹备之余，是一场又一场的合作洽谈。 他透露，当前正与人工智能企业云从科技就医疗可信数据空间建设进行洽谈，并与具身 智能企业谋先飞探讨机器人仿真实训场合作项目。黄鹤实验室也对华中研究院表示出浓厚兴 趣，探讨将其在数据与训练方面的优势融入未来的大模型研发合作。 东西湖区现服办相关负责人正与专家勾勒合作细节："编制区域产业发展'路线图'，推 动国家级、省级重大战略与政策落地，引 ...

Market Overview - A-shares experienced significant declines, with the Shanghai Composite Index closing at 3834.89 points, down 2.45%, and the Shenzhen Component Index down 3.41% [1] - Over 5000 stocks in the market fell, indicating a widespread downturn, with many stocks seeing cumulative declines exceeding 10% over two weeks [5] Sector Performance - The lithium mining sector faced a "limit down" trend, with companies like Ganfeng Lithium and Shengxin Lithium Energy hitting their daily trading limits [2] - The storage chip sector saw sharp declines, with companies like Purun Co. and Shannon Chip Innovation dropping over 10% [3] - The photovoltaic equipment sector also adjusted collectively, with Jinchen Technology hitting its daily limit down [4] Risk Factors - Global risks, particularly the fluctuating expectations around the Federal Reserve's interest rate decisions, have contributed to market volatility [6][7] - The Japanese bond market's increased volatility has raised global asset pricing risk premiums, affecting high-valuation assets, especially in AI and technology sectors [8][9] - The AI computing sector, a crowded investment area, is experiencing a shift as investors reassess risks, impacting related stocks in A-shares [11] Domestic Influences - Core technology sectors have seen significant declines over the past two weeks, with the large fund holdings index dropping approximately 3.24% last week and over 4% this week [12] - Semiconductor and chip-related indices have also experienced double-digit corrections, indicating that the recent downturn is a cumulative risk release rather than an isolated event [13] Market Dynamics - The market has shown a pattern of "slow rise and rapid decline," with main funds managing their positions strategically [18][19] - The AI computing sector has been central to the recent sell-off, being the most sensitive to valuation changes amid external pressures [20][21] Technical Analysis - The 20-week moving average is identified as a critical support level for the market, with expectations of further declines towards this level before potential stabilization [23][25] - The Shanghai Composite Index is currently near the 20-week line, which is projected to provide significant technical support [25] Investment Strategy - Investors are advised to avoid panic selling during downturns and to reassess their portfolio allocations, focusing on valuation and performance stability [34][36] - The current market environment is viewed as a phase of "stage adjustment" rather than a beginning of a medium-term downtrend, suggesting a potential for recovery after the risk release [28][42]

Core Viewpoint - The company, Yingfang Software, specializes in data replication and has made significant strides in the domestic software market, particularly in data security and disaster recovery solutions. Company Overview - Yingfang Software, established on August 12, 2011, is located in Shanghai and was listed on January 19, 2023. The company focuses on providing data replication software, integrated hardware-software solutions, and related services. Its revenue composition includes 60.37% from software products, 20.57% from software-related services, 15.97% from integrated hardware-software products, and 3.09% from other sources [9]. Product and Technology - The company has developed nearly 30 standardized products based on three core technologies: dynamic file byte-level replication, database semantic-level replication, and volume block-level replication. These products are categorized into four main product lines: disaster recovery, backup, big data, and cloud disaster recovery [3]. - Yingfang Software's products are widely used in various sectors, including financial institutions, government agencies, healthcare, and telecommunications, ensuring data security and business continuity while facilitating digital transformation [4]. Market Position and Performance - As one of the top three suppliers in the domestic data replication and protection software market, Yingfang Software has received recognition from the Shanghai Data Exchange as a "Data Delivery Service Provider" [3]. - For the period from January to September 2025, the company achieved a revenue of 132 million yuan, reflecting a year-on-year growth of 11.26%. However, the net profit attributable to the parent company was a loss of 14.71 million yuan, although this represented a 53.56% improvement compared to the previous year [9]. Recent Developments - On November 14, 2024, the company announced its support for the Huawei Euler operating system and its active participation in the openEuler community, indicating a commitment to promoting domestic software innovation and self-sufficiency [2]. - The company's data replication software has been successfully implemented in numerous core business systems of domestic securities firms, banks, insurance companies, and asset management companies, showcasing its strong performance in the financial sector [4].

Core Viewpoint - The A-share market experienced significant activity with 33 stocks hitting the daily limit up, indicating strong investor interest and potential bullish trends in specific sectors [1] Group 1: Aquaculture Sector - Zhongshui Fishery achieved a remarkable six consecutive limit-up days, highlighting its strong performance in the aquaculture sector [1] Group 2: Other Notable Stocks - Rongji Software recorded five consecutive limit-up days, associated with the data element concept [1] - ST Mubang also saw five consecutive limit-up days, linked to the photovoltaic silicon wafer sector [1] - Deep China A and Guofeng New Materials both achieved three consecutive limit-up days, with Deep China A in the lithium battery sector and Guofeng New Materials in the photolithography glue sector [1] - Other companies such as ST Suwu, Meng Tian Home, and Caixin Development also showed notable performances with three consecutive limit-up days in their respective sectors [1]

每经AI快讯，南威软件（SH 603636，收盘价：13.27元）11月19日晚间发布公告称，截至本公告日，吴 志雄先生持有公司无限售条件流通股约1.94亿股，占公司总股本的比例为33.36%。本次部分股份质押及 解除质押后，吴志雄先生累计被质押股份总数约为1.32亿股，占其所持有公司股份总数的比例为 68.23%，占公司总股本的比例为22.76%。吴志雄先生及其一致行动人徐春梅女士合计共持有公司约1.94 亿股，占公司总股本的33.36%（徐春梅女士持有公司约1.04万股，占公司总股本的0.0018%，所持公司 股份不存在质押情况）。 截至发稿，南威软件市值为77亿元。 （记者 曾健辉） 2025年1至6月份，南威软件的营业收入构成为：人工智能/数据要素+公共安全占比45.43%，智慧产业占 比24.26%，人工智能/数据要素+数字政府占比20.94%，人工智能/数据要素+社会治理占比9.2%，其他业 务占比0.17%。 每经头条（nbdtoutiao）——炒股亏了保险兜底，月收益高达100%？"安我股保"宣称推出全网首款炒股 保险，两大机构连忙撇清关系 ...

Core Viewpoint - The article emphasizes the new opportunities in investment during the "14th Five-Year Plan" period, driven by a new factor system, a restructured institutional framework, and an innovative service system in the capital market [1]. Group 1: New Factor System - The new factor system, represented by talent and new assets, is becoming a new driving force for China's economic growth. The "14th Five-Year Plan" highlights the importance of technological innovation and original breakthroughs [2]. - Accumulation of technological factors will enable breakthroughs in future industries such as artificial intelligence, biomedicine, hydrogen energy, nuclear fusion, embodied intelligence, and 6G mobile communication [2]. - Data factors will drive economic growth by transforming consumption channels and habits, leading to new consumption patterns such as service consumption, emotional consumption, and integrated consumption [2]. Group 2: New Institutional Framework - The capital market is expected to enhance its quality and capacity under the guidance of policies aimed at activating the market and coordinating investment and financing functions [3]. - Reforms in the capital market's basic systems will significantly improve market inclusiveness and adaptability, with a focus on deepening reforms in the Sci-Tech Innovation Board, Growth Enterprise Market, and Beijing Stock Exchange [3]. - The formation of a healthy market ecosystem will enhance the attractiveness of the Chinese market, promoting mutual constraints and cooperation among institutional investors, intermediaries, listed companies, and retail investors [3]. Group 3: New Service System - The company is accelerating reforms in its organizational structure, management model, and business system to adapt to changes in the economic landscape, focusing on a comprehensive service system [4]. - In financing services, the company is developing diversified service solutions that encompass venture capital, IPOs, mergers and acquisitions, refinancing, asset securitization, ESG, and strategic consulting [4]. - The investment service aims to meet diverse asset allocation needs of investors with a robust product offering, while trading services are enhancing liquidity support through innovative products like OTC derivatives, market making, ETFs, and carbon finance [4].