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多措并举点亮长效回馈星辰 深市通信企业与投资者共赴价值星河
Zheng Quan Ri Bao Wang· 2025-05-11 12:03
通信行业作为科技发展的"先锋军",始终走在科技的前沿,不断以突破性创新重塑时代格局。从早期的 模拟通信到数字通信,从2G、3G到如今的5G-A、6G预研,每一次技术迭代都推动着社会生产生活方式 的巨大变革。 如今,在人工智能、大数据、云计算等新兴技术浪潮的冲击与融合下,通信行业正迎来"万物智联"的全 新质变。 2024年9月,工业和信息化部办公厅发布的《关于推进移动物联网"万物智联"发展的通知》提出,到 2027年,基于4G(含LTE-Cat1,即速率类别1的4G网络)和5G(含NB-IoT,窄带物联网;RedCap,轻 量化)高低搭配、泛在智联、安全可靠的移动物联网综合生态体系进一步完善。 在这过程中,一众深市通信企业勇立潮头,积极投身于这场变革当中,它们以创新为舟、技术为桨,在 时代的浪潮中破浪前行。 正如广州广合科技(001389)股份有限公司(以下简称"广合科技")相关负责人向《证券日报》记者介 绍称,受益于AI技术发展所驱动的算力基础设施需求增长,公司所处的算力供应链需求旺盛,2024年 公司积极把握市场机会,加大算力产品市场开拓,坚持以技术创新驱动产品结构优化,通过数字化推动 提产增效,经营业绩稳 ...
金域医学(603882):业绩短期承压 数智化转型加速
Xin Lang Cai Jing· 2025-05-11 08:30
事件:近日,公司发布2024 年年度报告:2024 年实现营业收入71.90亿元,同比下降15.81%,我们认为 系DRG 落地和行业整顿的影响;归母净利润-3.81 亿元,同比下降159.26%;扣非归母净利润-2.38 亿 元,同比下降165.28%,主要系规模效益减弱叠加资产处置、信用减值的影响。其中,2024 年第四季度 营业收入15.71 亿元,同比下降29.57%;归母净利润-4.75 亿元,同比下降805.23%;扣非归母净利 润-3.16 亿元,同比下降1536.44%。 同日,公司发布2025 年第一季度报告:2025 年一季度实现营业收入14.67 亿元,同比下降20.35%;归 母净利润-0.28 亿元,同比下降49.09%;扣非归母净利润-0.39 亿元,同比下降32.11%。 全面提质增效,持续强化医检业务成本优势 公司紧抓提质增效工作,通过全流程精益化管控与AIoT(智能物联网)技术深度融合,进一步构建成 本优势,实验室人效同比提升了21%。 优化整合物流线路,物流费用同比下降7.29%。集成供应链管理,实现生产成本的有效节约和控制,试 剂成本同比下降15.54%。持续推进重点数智 ...
宏景科技成立深圳数字纵横科技有限公司
Zheng Quan Zhi Xing· 2025-05-10 23:34
Group 1 - Shenzhen Digital Zongheng Technology Co., Ltd. has been established with a registered capital of 10 million yuan [1] - The company is involved in various services including information system integration, IT consulting, data processing, and artificial intelligence applications [1] - The legal representative of the company is Ouyang Hua, and it is wholly owned by Hongjing Technology [1] Group 2 - The company's business scope includes 5G communication technology services, digital cultural creative content application services, and cloud computing equipment sales [1] - The company also engages in the sale of various technological and security equipment, including IoT devices and network security software [1] - The establishment of this company reflects the growing trend and demand for digital technology and AI solutions in the market [1]
义乌市麦昔日用品有限公司淘汰中选择新消费,引领新时代潮流
Sou Hu Cai Jing· 2025-05-10 15:25
如今,生活条件好了,没有人还在为基本的温饱问题而烦恼,追求创意生活,潮流生活的人越来越多, 而义乌市麦昔日用品有限公司休闲百货店是专项经营高品质创意潮品的连锁品牌,集结了国内外更胜一 筹的时尚潮品,有创意,家居系列,新奇玩具系列,潮流饰品系列文体礼品系列等产品,价格低,品质 过硬,别出心裁的设计,为每一个年轻人打造属于自己的时尚购物场所。 义乌市麦昔日用品有限公司时尚潮品店积极应对移动互联网时代的挑战。其及时捕捉到这一趋势,优化 了用户体验,提供了更方便的购物方式,让消费者可以随时随地购买产品,真正实现了尽享购物。 公司还深度融合大数据与人工智能技术,为消费者提供个性化的购物体验。通过分析消费者的行为数据 和喜好,准确洞察消费者的需求,并推荐符合他们口味的商品,为消费者打造了个性化购物体验,让每 一位消费者感受到独特关怀。 随着直播购物热的兴起,人们越来越习惯在直播购物,据统计,每四个上网的人中,就有一个在直播购 买过东西,在网店、直播等网上开个小店,等于24小时在经营,没有税收、房租、不需要库存和资金, 只需要腾出一点时间打理即可,是实体店的补充,实现线上线下共赢的局面! 时代在淘洗中选择了新消费,也必然带 ...
北京将发布首个时尚产业发展方案,配套中小企业工业设计券等新政
Xin Jing Bao· 2025-05-10 10:35
大会期间,国内外权威专家围绕解码设计驱动产业跃迁的实施路径、构建中国新兴产业与国际创新体系 的价值链接、共创可持续发展的人类命运共同体解决方案三大命题开展深入交流,为北京市设计赋能产 业、产业反哺设计建言献策。 "设计是产业的灵魂、产业是设计的载体。"北京市经济和信息化局党组书记、局长姜广智表示,"十四 五"以来,北京市积极推进设计在传统产业转型升级、关键核心技术攻关、数字经济标杆城市建设等多 方面应用,取得了一系列成果实践,设计助力产业,产业反哺设计。 他表示,面向未来,北京将加强产品设计赋能时尚产业,即将发布《北京市时尚产业高质量发展实施方 案(2025-2027年)》。作为北京市首个时尚产业发展方案,该方案将配套出台中小企业工业设计券、 数字化营销券等一系列创新政策,鼓励企业加快应用前沿技术,发展科技潮品;加强产品设计赋能,打 造时尚名品;引领时尚生活潮流,开发健康新品;推动跨界融合发展,塑造创意精品,打造具有国际竞 争力的时尚产业,满足人民群众日益增长的品质化、多样化、个性化消费需求。 姜广智介绍,下一步将重点打造北京未来设计实验室赋能平台,持续汇聚设计、技术、产业三类生态合 作伙伴。北京将通过实施一 ...
从“电网小白”到“技术大神”
Huan Qiu Wang· 2025-05-10 10:26
Core Viewpoint - The article highlights the integration of advanced technologies such as big data and artificial intelligence into the work of labor models, leading to significant improvements in production efficiency and a transformation in labor methods [1]. Group 1: Labor Model Achievements - Li Ning, a director at the State Grid Hengshui Power Supply Company's Transmission Operation and Maintenance Center, has made substantial contributions, including improving 178 work tools and materials and overcoming over 20 production technology bottlenecks [3]. - Li Ning's achievements include 12 national invention patents and 19 utility model patents, along with receiving multiple awards such as the National May Day Labor Medal and the title of Hebei Province Labor Model [3][4]. - The center has produced 487 innovative results, with accolades including one international quality management gold award and two national gold awards [3]. Group 2: Innovation and Technology Integration - The center has embraced a culture of innovation, with Li Ning emphasizing the importance of problem-solving through practical innovations rather than innovation for its own sake [9]. - The introduction of the first drone, "Laborer No. 1," was a response to the challenges faced in traditional inspection methods, showcasing the center's commitment to technological advancement [11]. - The use of drones and laser rangefinders has significantly improved inspection efficiency, allowing one person to complete a 40-kilometer line inspection in under an hour, compared to the previous requirement of four employees taking a full day [12]. Group 3: Training and Development - The center has a tradition of mentorship, where experienced workers pass on their knowledge and skills to new employees, fostering a strong culture of learning and innovation [14]. - Li Ning's personal journey from a novice to a skilled technician exemplifies the potential for growth within the industry, driven by a commitment to continuous learning and improvement [6][7].
资本市场永远会给你好东西 | 猫猫看市
Zheng Quan Shi Bao Wang· 2025-05-10 05:10
别担心,答案是肯定的:至少在今天,资本市场还在源源不断地把好东西丢给我们,只要我们自己能接 住就行了。 先说资本市场,即使是在今天,全球资本市场也仍然在源源不断把优质低估的资产丢给投资者。我们需 要做的,只是不断审视所有资产,然后寻找其中的错误定价即可。 远的不说,就先说香港市场。在2020年到2023年之间,香港市场经常出现超级低估的机会。 一些非常优秀的公司,不论是行业竞争优势,还是盈利能力、分红、成长性等各个方面,都可圈可点。 结果,这些公司往往以半倍重置成本(也就是0.5倍PB)左右的估值出售。其中一些特别优秀的,也只 不过卖到0.6到0.7倍PB。一些略有瑕疵但瑕不掩瑜的公司,甚至能低到0.3倍PB左右(一点瑕疵都没有 的公司也是不存在的)。 即使到了2024年,类似的机会也没有消失:当时香港市场上一家经营有些压力但是基本盘仍然牢固、负 债也不高的汽车企业,甚至在0.09PB交易了一阵子,相对净资产打1折都不到。 即使到了2025年,港股的估值已经不如前几年优异,但是仍然不算太贵,在0.5倍PB的估值附近,仍然 能找到不少挺好的公司。 对于这些肉眼可见的低估值,聪明的投资者弯下腰,不停地把优秀的标的 ...
长城基金总经理邱春杨:以投资者为本,共赴公募基金高质量发展新征程
Xin Lang Ji Jin· 2025-05-10 03:25
Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued the "Action Plan for Promoting the High-Quality Development of Public Funds," which outlines 25 specific measures aimed at reforming the public fund industry and enhancing its quality of development, focusing on long-term investor concerns [1] Group 1: Investor-Centric Approach - The core of high-quality development in the public fund industry is the protection of investor interests, emphasizing a shift from scale to investor returns [2] - The Action Plan encourages innovation in equity fund products, supporting the development of actively managed equity funds and introducing performance-linked fee structures to promote long-term holding [2] - A performance evaluation system centered on fund investment returns will be established, with at least 80% weight on fund performance metrics for fund manager assessments [2] Group 2: Research and Investment Capability - The Action Plan calls for the establishment of a fund company research and investment capability evaluation system, promoting resource investment in human capital and technology [4] - Fund companies are encouraged to adopt new technologies such as artificial intelligence and big data, and to establish technology and operational service subsidiaries [4] - Strengthening research and investment capabilities is identified as a key competitive advantage for fund companies, essential for gaining investor trust and achieving high-quality development [4] Group 3: Compliance and Risk Management - The Action Plan emphasizes the importance of compliance and risk management, requiring fund companies to maintain a robust risk control system and improve liquidity risk prevention mechanisms [5] - It includes revisions to regulations governing risk reserves and the management of fund managers' dual roles to enhance risk isolation [5] - The implementation of these measures aims to strengthen the compliance culture within the industry and improve the overall risk management framework [6] Group 4: Implementation and Future Outlook - The Action Plan provides clear policy guidance and strong support for the high-quality development of the public fund industry, with a goal to see tangible results within three years [6] - Fund companies are expected to align with the principles of the Action Plan, focusing on enhancing research capabilities and customer service to create sustained value for investors [6]
煦巍(深圳)计算机科技有限公司成立,注册资本1250万人民币
Sou Hu Cai Jing· 2025-05-10 02:03
序号股东名称持股比例1沈阳五十弦计算机科技有限公司100% 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;计算机软硬件及辅助设 备批发;计算机软硬件及辅助设备零售;计算器设备销售;电子产品销售;信息系统集成服务;计算机 系统服务;信息技术咨询服务;网络技术服务;软件开发;大数据服务;数据处理服务;数据处理和存 储支持服务;物联网应用服务;物联网技术服务;物联网设备销售;互联网销售(除销售需要许可的商 品);互联网安全服务;食品互联网销售(仅销售预包装食品);食品销售(仅销售预包装食品);信 息系统运行维护服务;数字创意产品展览展示服务;人工智能公共服务平台技术咨询服务;租赁服务 (不含许可类租赁服务)。(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) 天眼查App显示,近日,煦巍(深圳)计算机科技有限公司成立,法定代表人为骆雨彤,注册资本1250 万人民币,由沈阳五十弦计算机科技有限公司全资持股。 企业名称煦巍(深圳)计算机科技有限公司法定代表人骆雨彤注册资本1250万人民币国标行业信息传 输、软件和信息技术服务业>软件和信息技术服务业>软件开发地址深圳市罗湖区清水河街道清水 ...
智度股份2024年度暨2025年第一季度业绩说明会问答实录
Quan Jing Wang· 2025-05-10 00:52
Core Viewpoint - The company reported a revenue of 3.307 billion yuan in 2024, a year-on-year increase of 14.59%, with a net profit of 213 million yuan, indicating a stable growth trajectory in its core internet media and digital marketing businesses [1] Business Performance - In 2024, the internet media business generated revenue of 1.158 billion yuan, accounting for 35.03% of total revenue, while the digital marketing business contributed 1.983 billion yuan, representing 59.96% of total revenue [1] - The company maintained a low asset-liability ratio of 14.64%, reflecting strong financial health and risk management capabilities [1] - For Q1 2025, the company reported a revenue of 1.085 billion yuan, with a net profit of 38.1 million yuan, marking increases of 48.56% and 37.79% year-on-year, respectively [1] Strategic Focus - The company aims to enhance its core competitiveness and operational capabilities by optimizing resource allocation and exploring new business models, particularly in AI and blockchain technologies [1] - The management emphasized the importance of aligning with the board's strategic plans to ensure sustainable growth and profitability [2] Investor Relations - The company is committed to improving investor returns through share buybacks and exploring various methods to enhance shareholder value, despite not distributing dividends in recent years [6][8] - The management acknowledged the need for effective communication with the capital market to boost investor confidence and address concerns regarding stock performance [10][11] Collaboration and Market Position - The company continues its partnership with Huawei's Whale Energy, expanding its advertising services across various industries and regions, which is expected to contribute positively to its revenue streams [7] - The company is focused on maintaining its leading position in the industry by combining internal growth with external acquisitions and partnerships [9]