（来源：宝钛启明星） 编 者 按 时序轮转，新篇待著。2025年，集团围绕"1345"发展行动纲领，直面多重挑战，在产业提升、科技创新、市场开拓、管理提升等方面取得了新成效、新气 象。值此开局起步之际，"宝钛启明星"特开设《回望2025》专栏，全面展示各单位攻坚实绩，凝聚奋进力量，为集团实现"十五五"良好开局蓄势赋能。 立足"十四五"规划收官与"十五五"谋篇布局的关键阶段，2025年，管材厂紧扣集团"1345"发展行动纲领，以"强创新、促质量、提效率、保交期"为核心， 在生产经营、技术创新、精益管理等领域克难创新，各项工作呈现稳中有进、质效双升的良好态势。 生产攻坚显担当 交付保障提质效 面对市场波动与重点任务集中的双重挑战，管材厂精准调配资源，构建"专项小组+专人调度"全流程管控机制，重点合同准时交付率达91%，生产计划完 成率达242.75%，其中某重点合同历经一年攻坚如期交付，67件壳体合同在20天内高效履约，并形成可复制的重点项目管理经验。外贸市场方面，小规格 管材交付周期稳定在3个月内，大规格产品压缩至2个月内，准时率100%且实现客户零投诉。同时，管材厂持续优化产能布局，小规格管材占比逐渐增 多； ...

Core Viewpoint - The company, along with its subsidiaries, has achieved a significant milestone by becoming the first in the industry to receive official certification from the Ministry of Industry and Information Technology in the field of digital transformation, marking a new stage in its digital and intelligent development [1][3]. Group 1 - The company successfully passed the upgraded integration management system and digital transformation maturity dual system AAAA-level assessment, with only 50 companies nationwide achieving this level, representing about 0.4% of all assessed companies [1][3]. - The company has constructed a new capability system for the digital age, deeply integrating information technology across various aspects such as "digital management," "digital design," "digital delivery," and "digital services," creating over twenty typical business scenarios [1][3]. - The optimization of business processes has led to continuous improvements in efficiency and quality, supported by systematic layouts in technology application and data governance, resulting in the formation of over a hundred business data models [1][3]. Group 2 - The company plans to further optimize its overall strategic layout, strengthen its digital integration capabilities, cultivate a talent pool with digital thinking, and foster a culture of digital innovation [5]. - The company is committed to exploring pathways for industry digital transformation and progressively advancing its digital transformation to a higher level, injecting new momentum into high-quality industry development [5].

Group 1 - The meeting on January 4 emphasized the importance of project construction and high-quality development in the manufacturing sector as key drivers for achieving annual goals and a strong start to the 14th Five-Year Plan [1] - The provincial government aims to integrate policy understanding with reform and innovation, focusing on optimizing project approval processes and enhancing the business environment [2] - There is a commitment to combine government investment with the activation of private investment, ensuring a balanced investment structure and promoting the participation of private enterprises in major projects [2] Group 2 - Infrastructure projects will be prioritized, including comprehensive transportation systems and modern energy frameworks, to align with national industrial development actions [2] - The focus will be on strengthening technological and industrial innovation, with an emphasis on collaboration between enterprises, academia, and research institutions [2] - The meeting highlighted the need for a digital and green transformation in manufacturing, promoting energy-saving technologies and reducing carbon emissions [2]

文/王强 项目核心突破在于实时数据处理技术的创新应用。通过融合流式计算与内存数据库技术，平台将数据更 新时延成功压缩至5分钟以内，超越行业平均响应水平。这一技术突破为保险公司精准捕捉业务动态、 快速应对市场变化提供了关键技术支撑，有效解决了传统保险业务中数据滞后导致的决策效率低、客户 体验差等痛点。 在业务协同层面，项目构建了覆盖销售、营销、风控等核心业务域的数字化管理闭环，实现了从数据采 集、清洗、分析到智能决策的端到端贯通。这一全链条数字化体系打破了传统保险业务的信息壁垒，形 成了保险科技领域独有的"数据智能中枢"，实现业务流程的全面优化与运营效率的显著提升。 未来，和谐健康将继续坚持数字化转型的战略方向，加强数字金融基础设施建设，做深做实金融"五篇 大文章"，以数字技术提升产品和服务质效，为客户提供更加个性化、精准化的产品和服务，为保险业 的健康可持续发展贡献"和谐"力量。 编辑：史言 近日，中国人民银行公布2024年度"金融科技发展奖"获奖名单。和谐健康保险"管理经营一体化数据平 台"项目荣膺三等奖。 "金融科技发展奖"是金融业唯一的部级科技奖项，由中国人民银行统一组织评选国内优秀科技创新成 果。因为 ...

Core Insights - Shandong Steel Group has achieved significant breakthroughs in technological innovation and intelligent manufacturing, with its "Hot Rolling High Strength Steel Specification Rapid Transition and Stable Rolling Intelligent Optimization Control Technology" recognized as one of the top ten innovative achievements among provincial state-owned enterprises [1] - The company has developed an AI model named "Shangzhi" that integrates deeply into various production processes, showcasing its role as a leader in the high-end software industry chain [1] Group 1: Technological Innovations - The intelligent optimization control technology developed by Shandong Steel Group has improved specification switching efficiency by 28.6%, with a key quality indicator success rate of up to 97.5% [1] - The technology enables stable mass production of high-strength steel with specifications of 2mm and below, enhancing the quality and production efficiency of high-end steel [1] Group 2: Digital Transformation - The "Shangzhi" AI model has been applied across production, energy, logistics, and supply chain sectors, identifying 371 common industry scenarios and creating a list of 138 AI development projects [1] - The integration of "5G + AI + intelligent hardware" in the unmanned material yard has increased operational efficiency by 50% and improved material yard utilization by over 10% [2] Group 3: Collaborative Innovations - Shandong Steel's Rizhao company has established joint laboratories with universities and industry partners, achieving a product qualification rate of 99.93% for high-purity tinplate and reducing production line energy consumption by 31% [2] - Since the 14th Five-Year Plan, Shandong Steel has participated in 26 major national and provincial scientific projects and has independently implemented over 1,500 R&D projects, including the global debut of products like 500MPa wind power steel plates [2]

12月31日，CCTV-13《新闻直播间》聚焦海尔青岛中央空调互联工厂，用镜头记录下这座工厂的数字化 变革实践。作为工信部首批认定的领航级智能工厂，海尔智慧楼宇通过全流程数字化升级，实现人工效 率提升35%，交付周期缩短30%以上，为中国制造业智能化转型树立了标杆。 AI技术加持下，定制化订单可实现轻松换产。该工厂70%订单是定制化产品，涉及到的集成平台有2000 多个设备和型号。在传统工厂里，换一种型号，往往意味着停线、调设备。但在这里，系统会提前完成 参数切换，关键工序的设备能够实时调整对应操作，让不同订单能够在同一条产线上连续生产。 海尔中央空调互联工厂质量负责人李元明表示，定制化方案既服务国内重点行业，也成功输出至国际市 场，彰显了中国智造的全球竞争力。其核心的磁气悬浮中央空调，已经达到世界领先水平，节能效率高 达50%行业最高，在迪拜世博会中国馆、马来西亚数据中心等全球项目中均有应用。 走进工厂，接入AI生产系统的AGV小车成为记者的"专属向导"。不同于传统工厂的固定路线，这些智 能小车会根据订单需求的变化，自动完成物料配送。在这里，客户需求会被直接转化为云上数据，进入 系统、生成方案、驱动设备，生 ...

1月1日，苏丹通讯社报道，苏丹中央银行发布了2026年货币和财政政策。重点是改革和重组银行体系， 实现支付基础设施现代化，并促进普惠金融和数字化转型，以此作为重建信任和维持经济增长的基石。 政策还强调引导融资流向生产性部门和优先项目，降低通货膨胀，并确保汇率的灵活性和稳定性，从而 支持宏观经济恢复平衡。此外，政策旨在顺应全球趋势，落实可持续和绿色金融原则，改善本国货币的 管理。通过这些政策，苏丹中央银行力求重建一个更具韧性的金融和银行环境，提高银行效率，帮助国 民经济克服冲击，并根据治理和风险管理标准，逐步过渡到稳定和可持续增长。 ...

Economic Growth and Development - During the "14th Five-Year Plan" period, the GDP of Zhongshan is expected to exceed 420 billion yuan by 2025, having crossed the thresholds of 350 billion and 400 billion yuan [1] - The total number of business entities in Zhongshan has reached 740,000, marking a 60% increase over five years [1] - The scale of the top ten industrial clusters has surpassed 700 billion yuan, with industrial investment expected to double by 2024 compared to 2021 [1] Infrastructure and Transportation - The completion of the Shizhong Channel has led to an average daily traffic flow of 88,000 vehicles, facilitating integration into the Greater Bay Area [1] - Zhongshan plans to establish a 66 square kilometer economic cooperation zone, implementing 800 government services under the "Deep Zhongshan Office" initiative [1] Industry and Innovation - Zhongshan has been selected as a pilot city for the digital transformation of small and medium-sized enterprises, with 4,854 industrial enterprises achieving a digital transformation coverage rate of 93% [3] - The emerging industries, particularly in biomedicine and renewable energy, are experiencing significant growth, with the renewable energy sector achieving an annual output growth rate of 16% [3] - Research and development funding has exceeded 10 billion yuan for three consecutive years, with a growth rate of over 20% for two years [3] Environmental and Social Governance - Zhongshan has initiated a comprehensive water treatment campaign, investing 20 billion yuan to address water pollution, with over 7,000 kilometers of new sewage pipelines constructed [2] - The city has completed the renovation of over 60,000 rural houses, achieving 100% completion of beautiful and livable villages in rural areas [3] - Zhongshan has been recognized as a qualified city for modern social governance, with a stable and improving safety situation [3]

大众报业·齐鲁壹点 记者 王红 实习生 任恩泽 在提升通行效率方面，集团大力推进收费系统智慧化升级。自主研发的智慧云收费系统已在73个收费站 规模化部署，依托"云—边—端"协同技术架构，实现ETC交易成功率99.9%、车辆识别准确率99.99%， 单车通行时间缩短至3秒，整体通行效率提升约35%。京台高速济齐段作为全国首条长距离立体复合智 慧高速，通过构建数字底座、推行准自由流与"预约通行+信用赋能"模式、全面应用数电发票等措施， 构建以"山高慧眼"为核心的AI智能感知体系，实现全路网"空地一体感知、事件主动预警、多方协同管 控"。配套上线的AI智能客服与"一键求援"系统，使平均救援响应效率提升20%以上，进一步保障公众 出行安全。 为支持智能网联汽车产业发展，山东高速在滨莱高速路段建成国内测试里程最长、场景覆盖最全面、环 境最贴近实际的高速公路封闭测试基地。该基地已构建30余种自动驾驶与车路协同测试场景，累计为40 余家车企、科研及检测机构提供测试服务，测试总里程超过2500万公里，有效推动相关技术从实验室走 向规模化应用。 在产学研协同方面，集团与山东大学合作共建齐鲁交通学院，通过"教育链、人才链、创新链 ...

[Table_Page] 公司深度研究|计算机 证券研究报告 [Table_Title] 汉得信息（300170.SZ） AI Agent 核心玩家，商业化进展显著 [Table_Summary] 核心观点： | Table_Invest] [公司评级 | 买入 | | --- | --- | | 当前价格 | 18.92 元 | | 合理价值 | 23.78 元 | | 报告日期 | 2026-01-04 | 基本数据 [Table_BaseInfo] | 总股本/流通股本（百万股） | 1022/0.00 | | --- | --- | | 总市值/流通市值（百万元） | 19341/0.00 | | 一年内最高/最低（元） | 25.22/11.15 | | 30 日日均成交量/成交额（百万） | 69/1233 | | 近 3 个月/6 个月涨跌幅（%） | -2.17/15.51 | [Table_PicQuote] 相对市场表现 盈利预测： | [Table_ 单位 Finance] :人民币百万元 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | ...