Group 1 - The core event was the SANY Marine Heavy Industry's 2026 Global Customer Summit and Electric Intelligence Product Launch held in Zhuhai, Guangdong, focusing on the green and intelligent development of container and bulk cargo handling [1] - SANY showcased the world's first remote-controlled front lift and unmanned flatbed joint operation demonstration, highlighting its innovative capabilities in the industry [1][2] - The company emphasized its ongoing commitment to the "globalization, digitalization, and low-carbon" strategy to drive industry transformation and create greater value for customers [1][2] Group 2 - SANY Marine Heavy Industry introduced comprehensive solutions for container and bulk cargo handling, including five categories of container handling products and six categories of bulk cargo handling products, aimed at enhancing operational efficiency through electrification and intelligence [2] - The company celebrated the delivery of its 10,000th front lift to Anhui Port and the 1,118th large port machine to APMT, underscoring its market leadership and customer trust [2] - Looking ahead, SANY plans to continue its focus on globalization, digitalization, and low-carbon strategies, leveraging technological innovation and reliable product services to collaborate with partners for mutual success [2]

Group 1 - The core point of the article is that Shenzhen Yueshi Shuzhi Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with Shenwan Hongyuan Hong Kong as its sole sponsor, and it ranks among the top ten in China's digitalized cold chain agricultural product sales market based on projected revenue for 2024 [1][3] Group 2 - The company operates as a digital-driven enterprise primarily engaged in the sales of cold chain agricultural products, supported by its self-developed digital platform [3] - The company enhances the efficiency, transparency, and synergy of the entire cold chain distribution process by embedding digital capabilities across procurement, warehousing, logistics, and trade [3] - This operational model differentiates the company from traditional cold chain trading models that rely heavily on manual experience and fragmented offline coordination [3]

厦门大宗商品供应链"三巨头"重磅发布 近日，厦门大宗商品供应链领域的"三巨头"——厦门象屿、厦门国贸、建发股份——相继亮出五年战略 蓝图，清晰描绘出2026年至2030年供应链头部企业的跃升路径。 强化资源掌控力 在厦门象屿的五年发展规划中，国际化业务与资源布局被提升至全新战略高度。公司将立足国内核心市 场，加速国际化布局，拓展海外资源端与消费端市场，建立海外资源、贸易、产业、物流、资金中心， 形成国内外联动的市场网络。同时，加强顶层设计，优化海外区域与资源布局，通过做实海外平台、推 进属地化经营，构建全球资源供应链网络。 厦门国贸自诞生起就自带国际贸易基因，因此，将"国际化"列为其首要战略举措。通过从"打通业 务"到"建强组织"的根本性转变，打造"一核两翼三支柱"：一核是聚焦组织能力出海；两翼是构建"敏捷 前台"与"赋能中台"协同作战体系；三支柱是夯实组织与人才机制、国际化激励与考核机制、风险合规 与全球化文化。深度融入国际市场，大力开发属地化业务，为未来业务发展注入增量。 近日发布的业绩预告显示，尽管建发股份由于地产板块经营不力，导致2025年度归母净利润预计为负， 但公司的供应链运营业务仍保持稳健盈利， ...

厦门供应链"三巨头"亮剑！五年战略蓝图重磅发布 近日，厦门大宗商品供应链领域的"三巨头"——厦门象屿（600057）、厦门国贸（600755）、建发股份 （600153）——相继亮出五年战略蓝图，清晰描绘出2026年至2030年供应链头部企业的跃升路径。 建发集团则聚焦提升"专业化、国际化、数智化、预见力、资源力"五大核心竞争力，筑牢主业高质量发 展根基。在资源力层面，公司将统筹、优化全盘资源配置，并通过股权投资、战略合作和自主建设等方 式，获取并整合产业链上下游关键节点的重要物流与产业资源，提高对核心要素的掌控能力，提升供应 链的安全性与稳定性，比如在物流层面，对内构建统一的物流支持体系，对外加大物流投资，增强物流 体系综合实力。此外，公司将主动链接外部资源，构建独特的资源组合与产业生态，增强行业话语权和 影响力，提升企业核心竞争力。 通过从单纯交易转向资源整合，企业能够深度嵌入产业链上下游，显著增强对全链条的影响力与话语 权。尤其是在传统贸易领域，资源掌控不仅是抵御外部风险的关键屏障，更是构建差异化竞争优势、形 成行业领导地位的核心要素，最终推动企业从被动参与者转变为产业链的主导者。 出海战略再升级 随着 ...

香港聯合交易所有限公司與證券及期貨事務監察委員會對本申請版本的內容概不負責，對其準確性或完整性亦 不發表任何意見，並明確表示概不就因本申請版本全部或任何部分內容而產生或因倚賴該等內容而引致的任何 損失承擔任何責任。 Shenzhen Yueshi Digital Intelligence Co., Ltd. ( 深 圳 粵 十 數 智 股 份 有 限 公 司 ) （於中華人民共和國註冊成立的股份有限公司） 的申請版本 警告 本申請版本乃根據香港聯合交易所有限公司（「聯交所」）及證券及期貨事務監察委員會（「證監會」）的要求而刊 發，僅用作提供資料予香港公眾人士。 本申請版本為草擬本，其內所載資料並不完整，亦可能會作出重大變動。 閣下閱覽本文件，即代表 閣下知 悉、接納並向深圳粵十數智股份有限公司（「本公司」）、本公司的獨家保薦人、獨家整體協調人、顧問及包銷團成 員表示同意： 於本公司招股章程根據香港法例第32章《公司（清盤及雜項條文）條例》送呈香港公司註冊處處長註冊前，不會向 香港公眾人士提出要約或邀請。倘於適當時候向香港公眾人士提出要約或邀請，準投資者務請僅依據與香港公 司註冊處處長註冊的本公司招股章程作出投 ...

Core Insights - The core focus of the article is on Shentong Express's preparations for the upcoming "New Year Festival," emphasizing enhanced customer experience and operational efficiency through a comprehensive support plan [1][3]. Group 1: Operational Enhancements - Shentong Express has implemented a "New Year Festival" guarantee plan that includes four core initiatives: enhancing network operations, upgrading customer support, optimizing product offerings, and ensuring frontline care [1]. - During the festival, 76 national transfer centers will maintain regular operations, utilizing a self-developed intelligent system for real-time capacity monitoring and resource allocation [1]. - The company plans to adjust sorting rhythms flexibly based on volume forecasts to ensure stability in delivery times, even during extreme weather and peak business periods [1]. Group 2: Customized Solutions for Merchants - Shentong Express is providing customized support plans for merchants, including on-site services and reserved capacity, to help them manage order surges and maintain logistics performance ratings during promotional periods [3]. - The company's Daniao "same-day delivery" service will continue to operate, with a new "flash purchase 4-hour delivery" service launched in 12 key cities to meet consumer demand for timely deliveries [3]. Group 3: Customer Service and Support Mechanisms - The company employs a "technology-assisted + resource sinking" support mechanism to ensure stable customer service quality [5]. - Utilizing a "smart customer service + specialized human support" strategy, Shentong Express has established three intelligent customer service centers that provide 24-hour immediate response across all outlets [5]. - A "support mechanism" has been established between headquarters and provincial regions to assist in equipment maintenance, route planning, and capacity allocation, effectively reducing burdens and costs for local outlets [5].

以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 市净率(LF)历史分位(%) 100 ହ୍ତ ୨୦ 80 70 60 50 40 30 24.45 20 17094 14-16 10 -6.64 8:24 7.04 0- 2020-12-37 I 2021-06-30 2-06-30 2021-12-37 16-30 022-12-37 2n~ 公司 -○- 行业均值 制图数据来自恒生聚源数据库 历年净利、扣非同比增长情况(%) 资料显示，公司主营业务涵盖智算云服务、政府数智化、基建数智化、产业数智化四大领域。 据公告，公司业绩变动原因为， 报告期内，公司加大投入，对网新云擎AI底座和大先生平台等产品持续打磨，同时由于政务云业务收入下降，导致智算云 服务业务板块亏损。 公司加快政务AI数智化升级研发，推出大先生政务版AI赋能平台，但由于政府IT支出持续下降、项目结算周期拉长等因素的影响，政府数智化业务板块亏 损。以上因素导致公司2025年度净利润为负值。 300 – 119.83 % 12:46 -5.57 0 e dd -153.96 -300 -600 -900 -1137.17 -1, ...

Core Viewpoint - The article emphasizes the role of financial support in accelerating the digital and intelligent transformation of the manufacturing industry in Jiangsu, highlighting various projects funded by the Bank of China Jiangsu Branch to facilitate this transition [1][2][4]. Financial Support for Intelligent Upgrades - The Jiangsu Branch of the Bank of China is increasing financial support for the digital transformation of the manufacturing sector, addressing challenges such as high initial investment and long construction cycles [2][4]. - A loan of nearly 1 billion yuan was issued to a smart equipment company in the new energy vehicle sector to support the construction of an intelligent factory for high-safety battery components, which will enhance production capacity and drive the upgrade of over 200,000 vehicles [2]. - In the semiconductor industry, a loan of 87 million yuan was provided to support advanced packaging projects, facilitating the transition to "smart packaging" and enhancing performance in the post-Moore era [2][3]. Support for Precision Manufacturing and Traditional Industries - A loan of 300 million yuan was granted to Jiangsu Jingyan Technology Co., Ltd. to support the production of precision components for new consumer electronics, aiding the shift from precision to intelligent manufacturing [3]. - In the textile industry, a loan of 10.3 million yuan was allocated for equipment upgrades and green transformation, promoting a shift towards intelligent and sustainable practices [3]. Innovation in Financial Products - The Bank of China Jiangsu Branch is enhancing its service system centered on technology finance, offering innovative credit products to meet the specific needs of technology-driven enterprises [4]. - An 80 million yuan loan was provided to Jiangsu Changtai Pharmaceutical Co., Ltd. to support new drug development, addressing the financing challenges associated with long R&D cycles [4]. Emerging Industries and Collaborative Financial Models - The Bank of China is exploring integrated financial service models to support emerging industries, including new materials and renewable energy, through credit support and equity investment [7]. - A 60 million yuan investment was made in a new materials company to support domestic alternatives for key technologies, demonstrating a successful collaborative financial approach [7]. - A loan of 250 million yuan was issued to support a major project in high-end equipment manufacturing, enhancing production efficiency and capacity for strategic industries [7]. Local Industry Transformation - The Bank of China is providing tailored financial solutions to traditional manufacturing enterprises to facilitate their digital upgrades, including a 5 million yuan credit for a washing machine project [8]. - The bank's financial initiatives are seen as a driving force behind the digital transformation of Jiangsu's manufacturing sector, transitioning from "blood transfusion" support to "blood production" empowerment [8].

在深化应用场景赋能行动方面，广西将构建以平陆运河为牵引的智慧水运网，建设西江—平陆运河—北 部湾港调度管控一体化系统；打造通边达海跨境特色的智能运输服务体系；研发交通运输规划大模型， 以数智化手段提升交通运行系统安全韧性；建立人工智能驱动的现代化行业治理体系，推动政务服务 向"智办""快办""好办"升级。 在培优产业发展生态行动方面，广西将加强东盟合作应用，高质量推进对外开放和交流合作，深化中国 —东盟交通人工智能合作创新中心建设，加强人工智能"科教产"融合，共同培养跨国人工智能人才；搭 建政产学研用一体化协作平台；健全标准规范体系，推动交通运输领域人工智能应用标准体系与制度建 设，研究建立区域性国际标准规范体系，加强与东盟国家标准互通互认；建立人才梯度培育体系，强化 人工智能与交通运输交叉学科建设，深化校企合作，提升行业人才实践能力与产业适配度。 在加强基础能力保障方面，广西将通过加强高质量数据供给，加快完善广西交通运输行业数字底座，建 立公共数据授权运营体系；统筹优化算力资源调配，因地制宜强化重点区域、关键场景的算力保障；构 建"人工智能+交通运输"全链条安全防护架构，加强基础能力保障。 在强化关键技术支 ...

数智化、绿色化深入推进，去年福建关键业务环节全面数字化比例、数字化研发设计工具普及率、经营 管理数字化普及率均居全国第二，累计发布人工智能应用场景129个，人工智能加速赋能千行百业。服 务效能优化提升，福建8个案例入选2025年全国减轻企业负担"服务企业在基层"典型案例，数量居全国 第一。企业培育力度加大，去年福建新认定省级专精特新中小企业1270家，新增专精特新"小巨人"企业 72家、重点"小巨人"企业34家、省级单项冠军企业48家。 2026年，福建省工信厅将科学编制"十五五"新型工业化专项规划及行业行动计划，深入实施重点产业强 基提质行动，制定产业集群实施方案或行动计划，推动形成万亿立柱、千亿提升、百亿成势 的"555X"产业集群，全力稳增长，巩固工业经济稳中向好态势，确保实现"十五五"工业经济良好开局。 去年福建省稳增长持续加力，制定电子信息、轻工、钢铁等9个行业稳增长贯彻措施，升级省工业企业 供需对接平台，组织对接活动125场，签约金额510亿元。 科技创新和产业创新深度融合，去年福建认定制造业中试服务平台14家，8个品牌入选首批中国消费名 品。项目支撑坚实有力，去年福建对接民企项目开工率86.7% ...