经营范围含工业互联网数据服务；软件外包服务；网络技术服务；物联网技术服务；技术服务、技术开 发、技术咨询、技术交流、技术转让、技术推广；人工智能公共服务平台技术咨询服务；信息咨询服务 （不含许可类信息咨询服务）；数字技术服务；云计算装备技术服务；信息技术咨询服务；信息系统集 成服务；计算机软硬件及辅助设备零售；计算机系统服务；数据处理和存储支持服务；人工智能基础软 件开发；软件开发；人工智能应用软件开发；数字创意产品展览展示服务；智能农业管理。（除依法须 经批准的项目外，凭营业执照依法自主开展经营活动） 企业名称联想智联（凌源）智慧科技有限公司法定代表人刘峤注册资本2000万人民币国标行业科学研究 和技术服务业>科技推广和应用服务业>技术推广服务地址辽宁省朝阳市凌源市温泉大街南段55号（同 创工业园区内）企业类型有限责任公司（非自然人投资或控股的法人独资）营业期限2026-1-22至无固 定期限登记机关凌源市市场监督管理局 来源：市场资讯 天眼查显示，近日，联想智联（凌源）智慧科技有限公司成立，法定代表人为刘峤，注册资本2000万人 民币，由广西联想智联信息科技有限公司全资持股。 序号股东名称持股比例1广西联 ...

Group 1 - Southbound funds had a net sell of HKD 1.601 billion in Hong Kong stocks on January 23 [1] - Notable net purchases included Pop Mart at HKD 747 million, Xiaomi Group-W at HKD 608 million, and Tencent Holdings at HKD 240 million [2] - Significant net sells included Alibaba-W at HKD 1.49 billion, China Mobile at HKD 621 million, and Changfei Optical Fiber at HKD 138 million [2] Group 2 - Southbound funds have recorded a cumulative net inflow of approximately HKD 23.523 billion this week, which is an increase of HKD 13.5 billion compared to the previous week [5] - Xiaomi has seen continuous net purchases from southbound funds for six consecutive days, totaling HKD 3.07384 billion [4] - China Mobile has experienced net sells for 15 consecutive days, amounting to HKD 11.71603 billion [4] Group 3 - Pop Mart recently launched a Valentine's Day limited edition blind box series, which sold out quickly and generated significant social media buzz [6] - Xiaomi Group plans to repurchase up to HKD 2.5 billion of its Class B ordinary shares, with the buyback program starting on January 23 [6] - Tencent Holdings announced measures to combat false marketing and misinformation on its platform, enhancing governance of misleading content [6] Group 4 - Alibaba is preparing for the independent listing of its AI chip subsidiary, Pingtouge, with plans for internal restructuring and potential IPO exploration [6] - China Mobile has established a "Computing Power Special Office" to coordinate its computing power strategy and layout [7] - Changfei Optical Fiber is involved in the development of 6G technology, with over 300 key technology reserves formed in the first phase of trials [7]

Core Viewpoint - Haitai Development (600082) emphasizes its commitment to the development and production of core chips for China's new infrastructure, highlighting its innovative approach and strategic directions in the semiconductor industry [1] Company Overview - Jingxin Microelectronics Technology (Tianjin) Co., Ltd. was established in 2020 in Tianjin Binhai New Area, focusing on the research, production, and sales of core chips for new infrastructure in China [1] - The company’s products are widely used in key industries such as 5G infrastructure, artificial intelligence, big data centers, energy, transportation, and industrial internet [1] Strategic Directions - Jingxin Microelectronics has proposed four strategic directions: software-defined interconnection, endogenous security, brain-like computing, and data centers [1] - The company has developed a unique model that integrates a new type of research and development institution, incubation platform, innovation alliance, and commercial company [1] Recognition - Jingxin Microelectronics has been awarded the Special Prize for Scientific and Technological Progress by Tianjin City, indicating its significant contributions to technological advancements [1]

Core Insights - The digital industry in China is experiencing rapid growth during the "14th Five-Year Plan" period, with projected revenue of approximately 38.3 trillion yuan and profits of 3.1 trillion yuan by the end of 2025, representing cumulative growth of about 39.5% and 48.4% respectively compared to the end of the "13th Five-Year Plan" [1][3]. Group 1 - The scale of the digital industry is expanding, with accelerated innovation capabilities being released. The ecosystem of basic software is continuously improving, and the open-source Harmony operating system has been installed on nearly 1.2 billion devices [3]. - The artificial intelligence industry is thriving, with a diverse range of terminal products such as AI smartphones, AI computers, and AI glasses, driving a new wave of consumer upgrades [3]. Group 2 - The digital industry is increasingly serving as a "connector" for real economy integration. Current industrial internet applications cover all major industrial categories, with 100 high-level 5G factories achieving global leadership, resulting in an average capacity increase of 25%, product quality improvement of 21%, and operational cost reduction of 19% [5]. - Future efforts will focus on accelerating technological innovation and empowering applications, strengthening standard leadership and ecosystem development, and promoting high-quality development of the digital industry [5].

Group 1 - Sichuan Xijiao Chuan Institute Yaolin Technology Co., Ltd. was recently established with a registered capital of 50 million RMB [1] - The company is jointly owned by Sichuan Xijiao Chuan Institute Low Carbon Technology Co., Ltd. (70% stake) and Shenzhen Yaolin Technology Co., Ltd. (30% stake) [1] - The business scope includes software development, information technology consulting, technical services, and various technology integration services, among others [1] Group 2 - The company is located in the China (Sichuan) Pilot Free Trade Zone, Chengdu Tianfu New Area [1] - The legal representative of the company is Zhang Yudong, and the business license allows for self-operated activities within the scope of the law [1] - The company is classified under the scientific research and technical service industry, specifically in technology promotion and application services [1]

Core Viewpoint - The integration of digital economy and real economy is essential for promoting industrial internet innovation and serves as a key driver for new economic growth and productivity [1][2] Group 1: Infrastructure Development - Strengthening new infrastructure is crucial for supporting the integration of digital and real economies, focusing on core industrial needs [1] - Accelerating the deployment of 5G-A, ten-gigabit optical networks, and industrial computing networks to enhance network capabilities and adapt to industrial production [1] - Promoting the industrial internet platform to penetrate county-level parks and small and medium-sized enterprises (SMEs) to address inter-industry equipment connectivity and data barriers [1] Group 2: Empowering SMEs - Creating lightweight and modular public service platforms to lower the financial and technical barriers for digital transformation [1] - Guiding SMEs through comprehensive transformation diagnostics and empowerment to integrate digital technologies into production, research, and management processes [1] Group 3: Collaborative Ecosystem - Building a collaborative industrial ecosystem by partnering with universities and research institutions to tackle core technologies like industrial software and edge computing [2] - Establishing a comprehensive data security assurance system using technologies such as blockchain and encrypted transmission [2] - Collaborating with industries like engineering machinery and rail transportation to create industrial internet platforms and industry clusters, fostering a positive ecosystem of platform empowerment and application-driven innovation [2]

Core Viewpoint - China's manufacturing sector is expected to maintain its position as the world's largest for 16 consecutive years, with a complete industrial system and a focus on high-end, intelligent, and green transformation [1][2][3] Group 1: Manufacturing Scale - China's manufacturing value added has been the highest globally since 2010, currently accounting for nearly 30% of global manufacturing, making it a key driver of global manufacturing growth [1] - Among 504 major industrial products worldwide, China leads in the production of most, including basic materials like steel and cement, as well as high-end equipment like industrial robots and electric vehicles [1] Group 2: Industrial System Completeness - China is the only country with a complete industrial classification covering all industrial categories, ensuring a stable and efficient production chain that can quickly respond to diverse global market demands [2] Group 3: High-end Manufacturing - High-end manufacturing is crucial for addressing weaknesses in core technologies and enhancing the quality and technical level of Chinese manufacturing, with significant growth expected in equipment and high-tech manufacturing sectors by 2025 [2] Group 4: Intelligent Manufacturing - Intelligent manufacturing, driven by AI, big data, and industrial internet technologies, allows China to compete on equal footing with developed countries, leveraging its advantages in new information technologies [3] Group 5: Green Manufacturing - Green manufacturing focuses on low-carbon technologies and circular economies, with projections indicating that by 2025, China's production of new energy vehicles will exceed 16 million units, maintaining its global leadership [3]

天眼查显示，近日，厦门夏坤健康科技有限公司成立，法定代表人为褚磊，注册资本1000万人民币，北 京华世天润投资管理有限公司、厦门申景工贸有限公司、福州恒隆信息咨询有限公司持股。 序号股东名称持股比例1北京华世天润投资管理有限公司70%2厦门申景工贸有限公司20%3福州恒隆信 息咨询有限公司10% 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；人工智能基础软件开 发；数字技术服务；计算机系统服务；工业互联网数据服务；云计算设备制造；云计算设备销售；云计 算装备技术服务；专业设计服务；第一类医疗器械销售；计算机软硬件及辅助设备零售；健康咨询服务 （不含诊疗服务）；计算机软硬件及辅助设备批发；信息技术咨询服务；信息系统集成服务；信息系统 运行维护服务；数据处理和存储支持服务；电子产品销售。（除依法须经批准的项目外，凭营业执照依 法自主开展经营活动）。 企业名称厦门夏坤健康科技有限公司法定代表人褚磊注册资本1000万人民币国标行业科学研究和技术服 务业>专业技术服务业>工业与专业设计及其他专业技术服务地址厦门火炬高新区软件园一期曾厝垵北 路3号科汇楼402室-A1222企业类型有限责任公司(自 ...

Core Viewpoint - The collaboration between Baoxin Software and Tencent Cloud focuses on industrial internet, digital transformation, and trusted innovation fields, aiming to enhance operational efficiency and connectivity for clients in various industries [1] Group 1: Collaboration Details - Baoxin Software integrates its solutions in industrial internet and enterprise information with Tencent Cloud's WeChat Work platform [1] - The partnership aims to provide customized application scenarios and integrated services for clients in the steel, non-ferrous metals, and chemical industries [1] Group 2: Benefits of the Collaboration - The collaboration is designed to facilitate efficient internal organization, tight connections along the supply chain, and an upgraded mobile and lightweight office experience for enterprises [1]

每日经济新闻 注：数据来源：中证指数公司，wind，截至2025/1/21，通信ETF规模为137.82亿元，在同类15只产品中 排名第一。权重占比截至2025/12/22。指数成分股可能随指数编制规则发生变动，不构成任何投资建议 或个股推荐。提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 国新证券指出，通信行业传统业务稳健发展，创新应用积极布局。经过近期市场大涨，估值水平有所回 升。通信企业在当前业绩增长的基础上，积极探索未来新的增长点。近期市场波动加大，普涨后调整， 此后或将走势分化。未来将加大工业互联网平台培育培优力度，持续提升平台基础能力和服务水平，更 好地服务制造业数智化转型升级，加快推进新型工业化。未来三年，工业互联网将从"概念验证"全面进 入"价值兑现"阶段，进而成为数字经济与实体经济深度融合的主战场。 20 ...