Core Insights - The construction of a digital China is at a critical juncture, transitioning from digitization to intelligence, which will open a new chapter in development [3] - Artificial intelligence (AI) applications are becoming a crucial engine for accelerating the construction of digital China, with 2023 being recognized as the year of large-scale AI application [3] - The focus of AI application has shifted from computing power and algorithms to data quality, which is essential for high-quality applications [3] Group 1 - AI applications are significantly driven by new open-source technologies like DeepSeek, which lower the barriers for computing power and algorithms, thus promoting the widespread adoption of large models [3] - China Telecom has launched the world's first intelligent computing super node in Shaoguan, Guangdong, marking a significant leap in both the quality and quantity of intelligent computing supply [3] - The explosive growth of intelligent computing poses challenges to energy supply, necessitating innovations in energy-saving technologies and the integration of computing power with energy and communication [3] Group 2 - The importance of security in high-quality development is increasingly highlighted in the AI era, with China Telecom establishing a comprehensive protection system from infrastructure to data, content, algorithms, and applications [4] - Building an open and win-win cooperation framework is essential for advancing the construction of digital China, requiring extensive collaboration across various industries and fields [4] - China Telecom emphasizes the principles of openness, sharing, and cooperative win-win, enhancing collaboration in technology, cloud networks, data, and scenarios with partners and customers [4]

Core Viewpoint - The National Data Bureau emphasizes the importance of accelerating the construction of Digital China by leveraging unprecedented opportunities brought by artificial intelligence, promoting market-oriented data factor allocation reform, and synchronizing the "AI+" initiative [1] Group 1: High-Quality Data Supply - The National Data Bureau aims to continuously promote high-quality data supply by integrating data factors with AI, technological innovation, and industrial development [1] - The focus will be on building high-quality data sets for industries to provide a solid data foundation for AI technology innovation and application [1] - The goal is to ensure that the construction and promotion of high-quality data sets align with the implementation of the "AI+" initiative [1] Group 2: Computing Power Infrastructure - The Bureau plans to systematically advance the construction of a national integrated computing power network [1] - An innovative mechanism for coordinating computing power and electricity will be developed, promoting integrated, centralized, and green development of computing facilities [1] - The target is to ensure that over 60% of new computing power is concentrated at national hub nodes, with more than 80% of electricity used in new large data centers coming from green sources [1] Group 3: Data Circulation and Trading - The Bureau will vigorously promote the market-oriented valuation of data factors and refine the three rights division scheme for data property rights [1] - Efforts will be made to cultivate a national integrated data market and establish a standard system for data circulation and trading [1] - The initiative includes detailing circulation and trading rules, promoting the release of standard demonstration contracts for data circulation and trading, and enhancing data infrastructure to facilitate cross-entity, cross-industry, and cross-domain data collaboration and reuse [1]

金十数据4月29日讯，记者从4月29日在福建福州开幕的第八届数字中国建设峰会上获悉，2024年，我国 数字经济提档加速，数字经济核心产业增加值占GDP比重10%左右。数据要素市场日趋活跃，数据生产 总量达41.06ZB，同比增长25%。数字基础设施不断扩容提速，数字中国建设加快推进。 （新华社） 2024年我国数据生产总量同比增长25% ...

Group 1 - The issuance of the special treasury bonds by central financial institutions has been completed, with a total amount of 165 billion yuan and a fixed interest rate of 1.45% [1] - The 8th Digital China Construction Summit will be held from April 29 to May 4, focusing on key topics such as marketization of data elements and digital empowerment of the real economy [2] - A total of 6.08 billion shares from 16 companies will be unlocked today, with a total market value of 12.567 billion yuan, highlighting significant unlock volumes from companies like Chuaneng Power and Jingdong A [3] Group 2 - 91 companies have disclosed stock repurchase progress, with 73 companies announcing new repurchase plans, including significant amounts from SF Holding and XCMG Machinery [4] - A total of 220.5 billion yuan in 7-day reverse repos will mature today, with an operation rate of 1.5% [5] - Economic indicators such as the Eurozone Economic Sentiment Index and the US FHFA House Price Index will be released [6]

Core Insights - The event showcased various cutting-edge research achievements from China Aerospace Science and Industry Corporation, including airborne millimeter-wave interferometric radar and Ka-band SAR payloads, highlighting advancements in technology for urban planning, environmental monitoring, and satellite communication [1][2][3] Group 1: Airborne Millimeter-Wave Interferometric Radar - The airborne millimeter-wave interferometric radar won a gold award at the 10th World Radar Expo for its innovative design, providing data services for urban planning, traffic construction, and environmental protection [1] - It addresses agricultural yield estimation, water resource monitoring, and disaster management, offering all-weather solutions for natural resource monitoring and major infrastructure lifecycle management [1][2] Group 2: Millimeter-Wave Multi-Beam Phased Array Communication Payload - This payload is designed for low Earth orbit satellite communication systems, enabling global broadband internet access and multimedia communication [2] - The technology has evolved since its first application in 2018, resulting in a more mature radar antenna technology and a smaller, lighter satellite communication payload with a broader service range [2] Group 3: Luojia-2 Ka-Band SAR Payload - The Luojia-2 Ka-band SAR payload is the first high-resolution SAR in the international Ka-band, capable of all-weather ground observation and high-resolution microwave imaging [3] - It fills a gap in the international market for high-resolution SAR satellites in this frequency band, providing clear and dynamic radar images suitable for target recognition [3] - The development of this payload is part of ongoing innovation aimed at supporting natural resource surveys and disaster warning systems, contributing to national geographic mapping and carbon neutrality strategies [3]

Core Viewpoint - Suzhou Kedacom (603660) is focusing on enhancing its product offerings and solutions in line with the digital transformation in China and the domestic trustworthiness industry, aiming for sustainable high-quality growth and significant overseas revenue expansion in the coming years [1][5]. Group 1: Business Strategy and Market Position - The company plans to optimize and iterate its products and solutions to improve overall operational efficiency [1]. - A clear strategy for overseas market development has been established, with expectations for rapid revenue growth in the next two years [1][5]. - The company is actively exploring application scenarios and market opportunities beyond government sectors for its audio and video products [1]. Group 2: Product Development and Technological Advancements - The company has developed self-researched high-performance computing servers, which utilize domestic processors and support local operating systems, catering to both internal and industry-specific needs [2]. - The self-developed large model focuses on vertical industries such as public safety and intelligent transportation, with capabilities for multi-modal analysis of audio and video data [2]. Group 3: Industry Trends and Opportunities - The video conferencing industry is expected to benefit from domestic production and information security trends, as well as the rise of cloud services for government and enterprises [2]. - The security monitoring industry will gain from urban smartification, intelligent upgrades, and increased demand for wireless monitoring driven by 5G technology [2]. Group 4: Financial Information and Shareholder Engagement - As of March 31, 2025, a total of RMB 244.68 million of "Kedacom Convertible Bonds" have been converted into common shares, representing 7.74% of the total shares before conversion [3]. - The latest conversion price for the bonds is set at RMB 6.38 per share, with a total share capital of 536,725,572 shares as of March 31, 2025 [3].