由中富通（300560）主承办的福建OPC（一人公司）联盟成立大会日前在福州举行。大会以"聚变 AI+OPC，造就闽商新力量"为主题，汇聚行业专家与生态伙伴，共话发展新路径。 联盟首任盟主，中富通董事长陈融洁在演讲中表示，在AI驱动产业深刻变革的当下，"一人公 司"（OPC）模式是激活微观创新、汇聚发展动能的重要载体。中富通集团在边缘计算、人工智能、元 宇宙等前沿领域持续深耕，并通过合资合作等方式，积累并融合了气象、人口、社区等多元核心数据资 源，具备为联盟成员提供坚实技术支撑与市场对接服务的综合能力。 为赋能联盟成员成长，中富通宣布多项支持举措。开设中富通数字产业基地超2800平方米创客空间；提 供技术指导与研发方向规划；对优质项目给予投资或收并购支持；并将牵头组织行业竞赛、路演沙龙等 活动，促进成员与龙头企业、科研机构的合作，加速创新成果转化。大会同期启动了"闽商AI伴飞"计 划。 中富通表示，此次牵头承办OPC联盟大会并推动联盟建设，是中富通立足福建、以技术创新服务产业升 级的实质性举措。未来，公司将与联盟伙伴携手，充分释放OPC模式活力，为福建数字经济高质量发展 与新质生产力培育注入强劲动能。（胡敏） ...

Core Insights - The Beijing Municipal Bureau of Economy and Information Technology announced that by 2025, the revenue of Beijing's information and software industry is expected to exceed 3.7 trillion yuan, accounting for 25% of the national total, with a growth rate higher than the national average [1] - The added value of this sector is projected to reach 1.2 trillion yuan, representing 23.4% of the city's GDP, positioning it as a key driver for high-quality development in the capital [1] Industry Focus - In 2026, the Bureau will focus on "strengthening platform traction, deepening AI empowerment, expanding track layout, and leading ecological construction" [1] - The industry aims to cultivate new growth drivers, particularly in the gaming and esports sector, by supporting companies in overcoming core technology challenges in game engines and creating high-quality domestic 3A games [1] - The initiative includes attracting 1-2 leading global gaming companies to establish operations in Beijing and introducing top esports event IPs to host high-level professional competitions, fostering a robust esports industry ecosystem [1] Digital Consumption and Metaverse - The strategy also emphasizes stimulating digital consumption potential by accelerating the integration of ultra-high-definition audiovisual technology with cultural tourism and expanding diverse application scenarios such as smart retail and reverse customization [1] - Support will be provided for the mass replication of metaverse business models, such as the digital complex at Qianmen Beijing Fang and Shougang Park's So-Real, aiming for the large-scale implementation of metaverse commercial complexes [1] - The goal is to nurture 2-3 leading AIGC digital content companies with revenues exceeding 10 billion yuan [1]

党建引领 推动产改走深走实 思想"一盘棋"，统筹整体布局。朝阳区委区政府将产改工作融入党的建设大格局、纳入改革发展总盘子，成立由29家委办局组成的 改革协调小组。区委全面深化改革委员会专题听取产改工作汇报，产改成果多次写入区委全会报告，将产改工作纳入朝阳区国民经 济和社会发展第十五个五年规划纲要。区委区政府持续给予肯定与指导，区政府与工会联席会统筹部署改革重点任务，构建起党政 齐抓、工会牵头、各方协同的工作格局，凝聚起全域、全面、全力推动产改的强大合力。 行动"一张图"，凝聚改革共识。注重顶层设计，明确改革工作时间表、路线图、任务单、责任链。出台《关于深化朝阳区产业工人 队伍建设改革的实施意见》，提出"提升朝阳产业工人技能国际化水平"总体思路，制定十大改革行动计划，细化56项改革任务，绘 制了推进产改工作的"行动图"。朝阳区总工会发挥牵头抓总作用，相关委办局、各街乡、功能区及产业密切配合、主动作为，在增 强产业工人建功立业实效性上协同发力。 基层"全覆盖"，推动落地生根。2023年，朝阳区在北京市率先将产改评价工作延伸至各街乡、功能区和各产业，推动改革往实里 抓、往细处做，形成"比学赶帮超"的良好氛围。实施" ...

2025年12月9日，美国《高等教育纪事》发表了一篇题为《特殊低迷时期的教师积极性》的文章。文章 指出，美国的大学老师面临一系列来自外部环境与所在机构的挑战。这些挑战让他们被层出不穷的教学 或服务性工作缠身，难以集中精力进行学术研究。其中一个重要挑战是，美国高校要求教师推进人工智 能（AI）赋能教学的转型，迫使教师快速适应新一轮的教学改革。事实上，中国很多高校教师也在AI 赋能教学的改革中疲于奔命。 转自：中国科学报 这种情况不是第一次发生，也绝对不是最后一次发生。自19世纪末期以来，从录音、电影到近年来的区 块链、元宇宙、慕课，再到如今的AI，每当新的媒介或信息技术在象牙塔之外风靡时，总有呼声认为 这将颠覆学校教育，甚至让大学消亡。然而，一次又一次的实践表明，虽然媒介在一定程度上促成了教 学变革，但并没有改变大学教育的本质。 为什么会出现这种现象？笔者认为，这主要是因为学习本身并不轻松，需要耗费大量的精力与心血，即 使这样，也不一定能学会。随着年龄增大，需要掌握的知识越来越复杂，能力要求也越来越高。这必然 会让越来越多的人觉得学习并不容易，学习兴趣也难以持久。这既不是教学媒介或信息技术能够解决 的，也无法仅 ...

格隆汇1月21日丨英威腾(002334.SZ)在投资者互动平台表示，公司工业互联网平台聚焦解决工业现场实 际问题，将物联网方案融入自动化设备的场景应用，暂未开展元宇宙场景应用的规划。 ...

格隆汇1月21日丨英威腾(002334.SZ)在投资者互动平台表示，公司工业互联网平台聚焦解决工业现场实 际问题，将物联网方案融入自动化设备的场景应用，暂未开展元宇宙场景应用的规划。 ...

Group 1 - The core viewpoint of the news is that Zhejiang Wenlian (sh600986) reached its daily limit with a price of 10.97 yuan, reflecting a 10.03% increase and a total market capitalization of 16.316 billion yuan [1] Group 2 - The reasons for the stock surge include improvements in cash flow, strategic positioning in digital marketing and cultural sectors, and the termination of a share reduction plan by the controlling shareholder, indicating confidence in the company's long-term development [2] - The company reported a net cash flow from operating activities of 197 million yuan for Q3 2025, with cash reserves increasing by 415 million yuan, which supports stable growth [2] - The stock was included in the "Dragon and Tiger List" on January 19, 2026, with a trading volume of 3.06 billion yuan, indicating strong market interest and potential momentum from the advertising and marketing sector [2] - Technical indicators suggest positive market sentiment, as evidenced by the inflow of funds on January 19, which likely contributed to the stock's price increase [2]

（来源：普华有策） "十五五"数字经济新场景：掘金AI与数据驱动的万亿蓝海 "十四五"以来，特别是2025年，政策环境从"鼓励发展"转向"系统培育"。顶层设计明确将"场景"作为发展新质生产力的关键抓手，强调 以场景开放拉动技术创新与产业升级。政策重点聚焦人工智能、数据要素、未来产业等核心领域，通过制定行动纲领（如"十五五"规 划建议）、发布专项实施意见（国办发〔2025〕37号）、并在经济工作会议中部署具体任务，形成了"战略引领-专项推进-任务落实"的 完整政策链条，为行业提供了前所未有的明确导向与制度保障。 "十五五"期间是新场景规模化应用的黄金窗口期。核心机遇在于：满足发展新质生产力的国家战略需求；各行业降本增效、模式创新 的内生需求；以及消费升级带来的新体验需求。人工智能与各行业深度融合、数据要素价值化、绿色低碳数字化是价值高地。 1、数字经济新场景行业发展综述 数字经济新场景的产业链是一个以数据流和价值流为核心，技术供给与场景需求双向互动的复杂生态系统。 场景被官方定义为"用于系统性验证新技术、新产品、新业态产业化应用以及配套基础设施、商业模式、制度政策的具体情境"，是"连 接技术和产业、打通研发和市 ...

Core Viewpoint - Chinese Online (300364.SZ) is facing significant losses, projecting a net profit loss of approximately 5.8 billion to 7 billion yuan for 2025, primarily due to increased investments in promoting its overseas short drama business, which is part of its strategic focus on international expansion [1][2][12]. Group 1: Financial Performance - The company reported a projected net profit loss of 5.8 billion to 7 billion yuan for 2025, representing a year-on-year decrease of 139% to 188% [1]. - As of January 16, 2025, the company's stock closed at 32.91 yuan per share, down 8.46%, with a total market capitalization of 239.75 billion yuan [2]. - Over the past eight years, the company has accumulated losses exceeding 30.6 billion yuan, with a history of fluctuating between profit and loss since its IPO in 2015 [10][13]. Group 2: Strategic Focus and Investments - The company has shifted its strategic focus towards international short dramas since 2023, launching several overseas short drama applications that cover over 100 countries and regions [4]. - In 2024, the company's overseas revenue accounted for 26.15% of total revenue, a year-on-year increase of 132.41% [4]. - The sales expenses as a percentage of revenue surged to 86.7% in Q3 2025, with promotional expenses reaching 178 million yuan in the first half of 2025, a 54.82% increase year-on-year [4]. Group 3: Market Outlook and Challenges - The global market for short dramas is projected to grow significantly, with estimates suggesting it could become a trillion yuan or billion-dollar market, although some analysts view these projections as overly optimistic [4][5]. - The competitive landscape for overseas short dramas is becoming crowded, with 80% of the top 50 revenue-generating companies in this space being Chinese, leading to increased customer acquisition costs [5][18]. - The company's business model is heavily reliant on external traffic purchases, with channel costs constituting 60.21% of total costs, indicating a lack of user retention and a fragile revenue structure [7][8]. Group 4: Management and Corporate Governance - The company's founder, Tong Zhilei, emphasizes the importance of international expansion and has made significant capital commitments to support this strategy [1][15]. - Recent insider trading activities, including stock sales by executives, have raised concerns about the company's financial health and market confidence [17].

Core Viewpoint - Jiangsu Province has officially issued the "Artificial Intelligence+" Action Plan, aiming to significantly advance the development of the AI industry by setting ambitious goals for application rates and industry scale by 2027 and 2030 [3][4] Group 1: Goals and Objectives - By 2027, the application rate of new generation smart terminals and intelligent agents is expected to exceed 70%, with a further increase to over 90% by 2030 [3] - The AI industry is projected to surpass 1 trillion yuan in scale, becoming a crucial growth driver for the province's economy [3] Group 2: Implementation Strategy - The action plan outlines a systematic approach through "three phases" and "seven major actions," with a focus on enhancing consumer quality through "AI+" initiatives [3] - Key initiatives include accelerating the research and application of smart industrial terminals, brain-computer interfaces, and wearable devices, alongside collaborations with leading e-commerce platforms to promote digital sales assistants and robotic customer service [3] Group 3: Support for Innovation - The plan introduces support for "One Person Company (OPC)" innovation and entrepreneurship models to lower barriers for startups and stimulate market vitality [4] - Jiangsu will also provide "model vouchers," "computing power vouchers," and "corpus vouchers" to qualified projects, along with financial support for promising initiatives [4] Group 4: Integration with Metaverse - Jiangsu is actively promoting the integration of AI with virtual reality technologies, enhancing applications in tourism and cultural heritage [4] - Successful projects like "Bai Ze Fantasy VR Grand Theater" and immersive cinema experiences are already showcasing the potential of AI and XR technologies in creating engaging cultural experiences [4]