Core Viewpoint - The stock of China Merchants Heavy Industry (中远海科) has shown fluctuations in trading activity, with a recent increase in share price and notable changes in shareholder composition, reflecting ongoing developments in the company's financial performance and market position [1][2]. Group 1: Stock Performance - As of December 25, the stock price of China Merchants Heavy Industry rose by 2.10% to 16.07 CNY per share, with a trading volume of 31.41 million CNY and a turnover rate of 0.53%, resulting in a total market capitalization of 5.973 billion CNY [1]. - Year-to-date, the stock has increased by 2.03%, with a 4.76% rise over the last five trading days, but has seen a decline of 2.49% over the last 20 days and 8.64% over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a trading board for stocks with significant trading activity) five times this year, with the most recent appearance on July 23, where it recorded a net purchase of 63.76 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, China Merchants Heavy Industry reported a revenue of 1.198 billion CNY, a year-on-year decrease of 3.85%, and a net profit attributable to shareholders of 13.27 million CNY, down 90.65% year-on-year [2]. - The company has distributed a total of 338 million CNY in dividends since its A-share listing, with 160 million CNY distributed over the past three years [3]. Group 3: Shareholder Composition - As of November 28, the number of shareholders for China Merchants Heavy Industry was 44,600, a decrease of 5.24% from the previous period, with an average of 8,327 circulating shares per shareholder, an increase of 5.53% [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited becoming the third-largest shareholder with 2.0113 million shares, and Nuoan Active Return Mixed A (001706) entering as the sixth-largest shareholder with 1.7108 million shares [3].

Core Viewpoint - The article highlights the increasing interest of Chinese companies in the Middle East, particularly in sectors like digital economy, artificial intelligence, and tourism, driven by long-term strategic plans from Gulf countries such as Saudi Arabia and the UAE [2][11]. Group 1: Investment Opportunities - Dubai is emerging as a key destination for Chinese entrepreneurs and companies looking to expand internationally, with a focus on long-term investments rather than short-term gains [4][5]. - The establishment of joint ventures, such as AutoLogiX by 9Sight Intelligent and 7X Group, indicates a trend towards collaboration in logistics and urban delivery services [5]. - The UAE's logistics market is projected to exceed $20 billion, driven by e-commerce and last-mile delivery, making it an attractive market for Chinese companies [10]. Group 2: Market Dynamics - A significant percentage of Chinese enterprises are operating in the Middle East, with 84% in Saudi Arabia and 79% in the UAE, indicating strong market penetration [9]. - The UAE is recognized as a preferred regional headquarters for many companies, with Dubai being the most concentrated city for these headquarters [9]. - The local market is characterized by a high penetration of delivery services, with companies like Meituan Keeta rapidly expanding their operations in the region [10]. Group 3: Technological Integration - The UAE is actively seeking to transition from an oil-based economy to one focused on AI and digital technologies, presenting opportunities for Chinese tech firms [15][16]. - The local government is open to innovative technologies, such as drones and autonomous vehicles, which are gaining popularity in commercial applications [16]. - The AI market in the UAE is expected to reach $46 billion by 2030, with a significant portion of local businesses maintaining or increasing their AI investments [15]. Group 4: Challenges and Considerations - The article notes that many Chinese companies are still in the early stages of entering the AI sector in the Middle East, with a focus on pilot projects and collaborations rather than large-scale implementations [13][12]. - There is a cautionary note regarding the mindset of companies entering the market, emphasizing the need for patience and long-term strategies to navigate potential challenges [15].

党的二十届四中全会提出，"深入推进数字中国建设"。深刻领会习近平总书记关于数字中国建设重要论 述的科学内涵，全面学习贯彻党的二十届四中全会精神和中央经济工作会议精神，对于深入推进数字中 国建设，开创中国式现代化建设新局面具有重大意义。 准确认识深入推进数字中国建设的重大意义 党的十八大以来，习近平总书记深刻洞察数字时代发展大势和科技创新趋势，就数字中国建设提出一系 列新思想新观点新论断，为深入推进数字中国建设指明了方向。 深入推进数字中国建设是培育发展新质生产力的重要引擎。当前，以人工智能为代表的数智技术加速突 破，与其他技术交叉融合，形成新的组合式技术簇群，推动社会生产力实现重大跃升。数据要素与土 地、劳动、资本等生产要素优化组合，实现要素创新性配置，有效发挥协同优化、复用增效、融合创新 作用，拓展生产可能性边界，提高全要素生产率。数字中国建设还通过推动传统产业数智化转型，深刻 改变产业形态和生产组织方式，培育壮大新兴产业和未来产业，进一步赋能高质量发展。 深入推进数字中国建设是构筑国家竞争新优势的战略之举。当前，世界各国围绕数据资源和数智技术的 竞争日益激烈。数字中国建设坚持做强做优做大数字经济、发展高效 ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2025年12月25日，直真科技（sz003007）触及涨停，涨停价35.46元，涨幅10.01%，总市值39.72亿元， 流通市值28.04亿元，截止发稿，总成交额1.53亿元。 根据喜娜AI异动分析，直真科技涨停原因可能如下，技术储备+东数西算+营收增长： 1、公司技术储备 充足，拥有42项专利（38项发明专利）和305项软件著作权，还获得CMMI5级认证，为其在行业竞争中 奠定了坚实基础。同时，公司战略转型布局的算力网络、数字家庭等新业务符合国家"东数西算"战略， 有望在政策支持下获得更多发展机会。 2、公司6.6亿定向增发获深交所审核通过，资金将用于主业发 展，有助于公司提 ...

Group 1: Academic Background and Career Path - Zheng Liansheng, born in 1980 in Fujian, holds a PhD in Economics and is currently the Director of the Financial Risk and Financial Regulation Research Office at the Chinese Academy of Social Sciences [2] - His career spans engineering, economics, and finance, with significant roles in the Ministry of Finance and various financial institutions, including CITIC Securities and GF Fund [2] Group 2: Areas of Expertise - Zheng is recognized as an authority on systemic financial risk, developing a "time-space" dual-dimensional model to analyze risk transmission mechanisms [3] - In financial technology, he focuses on regulatory challenges posed by blockchain, AI, and big data, proposing the "Regulatory Sandbox 2.0" concept [4] - His research on the digital economy includes a framework for marketization of data elements and a model integrating industry, funding, and risk chains [5] - As an expert in international financial governance, he tracks U.S. monetary policy and advocates for the "Renminbi Internationalization 2.0" strategy [6] Group 3: Recent Developments - Zheng's upcoming book, "Systemic Financial Risk: Theory, Practice, and Policy," introduces a three-dimensional analysis framework and has achieved significant sales [8] - His team is working on a major national project to develop a risk monitoring platform for the digital economy, providing decision support to regulatory bodies [8] - Zheng's social media presence has sparked discussions on financial safety and data sovereignty, reaching millions of viewers [9]

证券代码：601728 证券简称：中国电信 公告编号：2025-037 中国电信股份有限公司 第八届董事会第二十四次会议决议 公 告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、董事会召开情况 中国电信股份有限公司（以下称"公司"）于2025年12月24日在北京西城区金融大街31号公司总部618会 议室以现场方式召开了第八届董事会第二十四次会议。本次董事会的会议通知及资料已于会前发送给公 司全体董事。本次会议应到董事9人，实到董事8人，公司独立董事吕薇女士因工作原因无法出席本次现 场会议，委托公司独立董事吴嘉宁先生在本次董事会上对会议议案行使表决权。会议由董事长柯瑞文先 生主持，会议的召开及其程序符合有关法律、法规和公司章程的规定。 二、董事会审议情况 该议案已经公司第八届董事会审核委员会第二十次会议审议通过。 表决结果：赞成票：9票，反对票：0票，弃权票：0票。 （二）批准《关于预计与中国铁塔股份有限公司2026年度关联交易金额上限的议案》 具体内容详见公司同日披露于上海证券交易所网站（www.sse.com.cn） ...

转自：北京日报客户端 日前，A股市场年成交额首破400万亿元。截至12月23日收盘，A股市场年内累计成交额达407.82万亿 元，较去年同期增长58.49%。超过98%的交易日成交额维持在万亿元以上，其中成交额突破2万亿元的 交易日占比23.6%。这份沉甸甸的数据，折射出资本市场的旺盛活力。 笔者认为，成交额的历史性突破，是政策赋能、资金集聚与产业升级协同共振的必然结果。 一方面，今年以来，资本市场改革持续深化，释放制度红利。监管部门推出一系列改革举措，服务科技 创新和新质生产力发展，激发多层次资本市场活力；推动多元常态化退市机制持续显效，形成"优胜劣 汰"的良性生态；同时，持续推动上市公司进一步加大分红力度，增加分红频次，用好回购、并购重组 等市值管理工具，持续提升公司投资价值。从资金端看，险资、社保基金等长期资金稳步入市，中国资 产因估值优势持续吸引外资流入，这为成交额的稳步攀升提供了坚实支撑。 另一方面，板块分化的成交格局，清晰勾勒出产业转型的核心脉络。电子板块延续资金虹吸效应，稳居 成交总额榜首，彰显成熟产业稳固根基；有色金属与通信板块成交额实现大幅增长，成为全年最亮眼的 增长引擎。通信板块的强势崛起 ...

Core Insights - The express delivery business in Henan province has achieved a cumulative volume of 10.518 billion packages in the first 11 months of the year, marking a year-on-year growth of 29.81%, surpassing the total volume of the previous year [1] - The integration of e-commerce and express delivery is significantly transforming consumer habits and economic operations, contributing to a retail sales total of 2.641515 trillion yuan, with a growth rate of 5.8%, which is 1.8 percentage points higher than the national average [1] - Over 80% of the express delivery volume in the province is derived from e-commerce, with postal and express companies meeting various delivery demands, thus stimulating online consumption [1] Group 1: Market Resilience - The development of rural delivery logistics is a key driver for the growth of the postal and express delivery industry, with cooperative models enhancing the logistics channels for agricultural products [2] - By the end of November, the postal-express cooperation had delivered 207.4188 million packages, generating revenue of 81.0476 million yuan, with a coverage rate of 88.66% for cooperative villages [2] - The dual flow of agricultural products upward and industrial goods downward is enhancing market consumption potential, with significant contributions to local specialty industries [2] Group 2: Service Network and Capacity - Henan has established a three-tier distribution system comprising provincial hubs, city transfer centers, and county transit sites, enhancing service quality and technological empowerment [3] - The province has built 33 provincial mail and express distribution centers with a maximum daily processing capacity of 109.92 million packages, and 119 city-level centers with a capacity of 24.41 million packages [3] - The express delivery volume in the province is projected to grow by 35.78% in 2023 and 38.01% in 2024, reflecting the robust vitality of the consumer market [3]

工资价位指企业从业人员在报告期内的工资水平，包括基本工资、奖金、津贴和补贴、加班加点工 资和特殊情况下支付的工资等，在一定程度上体现了劳动力市场价格水平。 省人社厅12月23日发布了2024年度人力资源市场工资价位，蓬勃发展的数字经济产业薪酬一路飙 升，工资价位排在前三位的均为该领域从业人员。 本次发布的企业从业人员工资价位主要包括不同职业从业人员工资价位、不同行业技能人才工资价 位、部分数字职业从业人员工资价位。数据基于2024年度企业职工工资数据，采用加权方法处理。工资 价位按10%、25%、50%、75%、90%等五个分位值发布。在不同职业从业人员工资价位中，金融服务 人员以分位值90%、313227元/年排在第一位；在分行业门类企业技能人才工资价位中，电力、热力、 燃气、水生产和供应业的高级技能及以上人员以分位值90%、287918元/年居首位；在数字经济产业职 业分类中，有4个职业人群年最高收入都超过了30万元，其中人工智能工程技术人员以分位值90%、 530260元/年位列所有从业人员薪酬首位，嵌入式系统设计工程技术人员以分位值90%、333146元/年排 在第二位，集成电路工程技术人员以分位值9 ...

Core Insights - The express delivery business in Henan province has achieved a cumulative volume of 10.518 billion packages in the first 11 months of the year, marking a year-on-year growth of 29.81%, surpassing the total volume of the previous year [1] - The integration of e-commerce and express delivery is significantly transforming consumer habits and economic operations, contributing to a retail sales total of 2.641515 trillion yuan, with a growth rate of 5.8%, which is 1.8 percentage points higher than the national average [1] - Over 80% of the express delivery volume in the province is derived from e-commerce, with postal and express companies meeting diverse delivery needs driven by live commerce and holiday economies [1] Group 1: Market Resilience - The development of rural delivery logistics is a key driver for the growth of the postal and express delivery industry, with cooperative models enhancing the logistics channels for agricultural products [2] - By the end of November, the postal-express cooperation model had facilitated the delivery of 207.4188 million items, generating revenue of 81.0476 million yuan, with a coverage rate of 88.66% for cooperative villages [2] - The dual flow of agricultural products upward and industrial goods downward is enhancing market consumption potential, with significant contributions to local specialty industries [2] Group 2: Service Network and Infrastructure - Henan has been enhancing the coverage, service quality, and technological empowerment of its postal and express delivery network, establishing a three-tier distribution system [3] - The province has built 33 provincial-level distribution centers with a maximum daily processing capacity of 10.992 million items, 119 municipal centers with a capacity of 2.441 million items, and 576 county-level centers with a capacity of 2.714 million items [3] - The express delivery business in Henan is projected to grow by 35.78% in 2023 and 38.01% in 2024, reflecting the robust vitality of the consumer market [3]