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科技新贵为何扎堆去中东?
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-17 09:26
Core Insights - The trend of Chinese technology companies entering the Middle East market is growing, with many opting for joint ventures with local firms to minimize localization costs [1][12] - The UAE, particularly Dubai, is becoming a significant hub for investment and development, especially in sectors like tourism, digital economy, and artificial intelligence [2][12] Group 1: Market Opportunities - The Middle East is seen as a lucrative market due to its strong purchasing power and profitability, with Saudi Arabia and the UAE being the most popular destinations for Chinese enterprises [7] - The UAE's logistics market is projected to exceed $20 billion, driven by e-commerce and cross-border trade, with a steady growth rate of 6-8% annually [8] - Saudi Arabia's Vision 2030 aims to diversify its economy away from oil, creating new demands in construction, tourism, and manufacturing, attracting Chinese companies [9][10] Group 2: Company Activities - Chinese companies like 9Sight Intelligent and others are actively participating in local exhibitions and forming partnerships, such as the joint venture AutoLogiX with 7X Group for urban logistics [4][5] - Companies like Lalamove and Meituan Keeta are expanding their operations in the UAE, with Keeta already establishing multiple drone delivery routes in Dubai [8][13] - The presence of Chinese internet and e-commerce companies is increasing, with local consumers adopting platforms like Temu and Shein for their affordability [8] Group 3: Industry Trends - The integration of advanced technologies such as AI, robotics, and autonomous vehicles is gaining traction in the Middle East, with local governments showing openness to innovative tech applications [12][13] - 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 [12] - The initial stage of Chinese companies' expansion into AI and robotics in the Middle East is characterized by limited applications and a focus on pilot projects [11]
习言道|扩大内需不是权宜之计,而是战略之举
Zhong Guo Xin Wen Wang· 2025-12-17 06:56
12月16日出版的《求是》杂志发表中共中央总书记、国家主席、中央军委主席习近平的重要文章《扩大内需是战略之举》。这 是习近平总书记2015年10月至2025年10月期间有关重要论述的节录。 na Internet Development Foundation 中国互联网发展基金会 中国正能量网络传播专项基金支持项目 大国经济的优势就是内部可循环。 我国有14亿人口, 人均国内生产总值已经突破1万美元, 是全球最大最有潜力的消费市场。 居民消费优化升级, 同现代科技和生产方式相结合 蕴含着巨大增长空间。 习近平 在中央财经委员会第七次会议上的讲话 2020年4月10日 3 NTEK 在党的十八届五中全会第二次全体会议上的讲话 2015年10月29日 互联网友展基金会 a Internet Development Foundation 中国互联网发展基金会 中国正能量网络传播专项基金支持项目 扩大内需和扩大开放并不矛盾。 国中线区就将成 四川地的地 越能形成对全球资源要素的引力场, 越有利于构建以国内大循环为主体、 国内国际双循环相互促进的新发展格局, 越育利于形成 参与国际竞争和合作新优势。 习近平 在中央财经 ...
宇树科技首发人形机器人AppStore!机器人ETF(159770)盘中获资金净申购6150万份,计算机ETF(159998)实时净申购1200万份,均居同类首位!
Sou Hu Cai Jing· 2025-12-17 06:53
Group 1: ETF Performance - The Robot ETF (159770) experienced a turnover of 2.5% with a transaction volume of 239 million yuan, tracking the CSI Robot Index (H30590) which rose by 1.51% [1] - The Robot ETF saw a net subscription of 61.5 million units, ranking first among similar products [1] - Over the past three months, the Robot ETF's scale increased by 1.032 billion yuan, with a weekly share growth of 17.9 million units [2] Group 2: Market Trends - The Computer ETF (159998) had a turnover of 2.83% with a transaction volume of 63.6 million yuan, tracking the CSI Computer Theme Index (930651) which rose by 1.90% [2] - The Computer ETF achieved a net subscription of 12 million units, also ranking first among similar products [2] - The Computer ETF's scale increased by 142 million yuan over the past year, with a year-to-date share growth of 31.2 million units [3] Group 3: Industry Developments - Yushu Technology launched the world's first humanoid robot AppStore, enabling users to unlock diverse action presets without programming [4] - This launch signifies a shift in the humanoid robot industry towards a "software-defined hardware" model, facilitating the transition from professional equipment to consumer-grade platforms [5] - The Ministry of Commerce and five other departments issued a plan to promote high-quality development in service outsourcing, aiming to build a digital trade industry cluster by 2030 [6] Group 4: Analyst Insights - CITIC Construction Investment Securities noted that the commercialization path for humanoid robots is becoming clearer, progressing through three stages [7] - The current stage involves dynamic applications in commercial settings, with future plans to standardize scenarios in factory environments [7] - The ultimate goal is to integrate humanoid robots into households, which could create a market space comparable to that of automobiles or consumer electronics, with potential prices reaching over 100,000 yuan [7]
ETF盘中资讯 | 午后火箭发射!金融科技ETF(159851)水下拉升涨超1%,翠微股份两连板,东方财富涨超2%
Sou Hu Cai Jing· 2025-12-17 06:20
近期,金融监管总局下调保险公司多项风险因子,充分发挥险资作为耐心资本的优势,这意味着险资投资A股的资金规模进一步拓展。招商证 券认为调降保险公司股票投资风险因子,能够鼓励保险公司加大入市力度,支持稳定和活跃资本市场,建议左侧布局金融科技。 东吴证券认为,2026年金融科技机会主要围绕两条主线展开:短期看市场活跃的持续性,2025年资本市场活跃度仍在持续,互联网券商在 2025年及2026年上半年仍会有一定的业绩释放;中期关注金融IT业绩弹性,随着政策发力推动金融行业基本面改善,同时券商信创稳步推 进,也将使金融IT公司收益逐步增长。 从估值端看,当前中证金融科技主题指数当前处近半年低位,较高点回落明显,估值消化较为充分。叠加后市资本市场高活跃预期、数字经 济、AI金融等热点催化,当前金融科技左侧配置或正当时。 多角度把握金融科技机会,建议重点关注金融科技ETF(159851)及其联接基金(A类013477、C类013478),按照申万一级行业,标的指数 重仓计算机+非银金融,全面覆盖了互联网券商、金融IT、跨境支付、AI应用、华为鸿蒙等热门主题。 数据来源:沪深交易所等。 风险提示:金融科技ETF被动跟踪中证 ...
午后火箭发射!金融科技ETF(159851)水下拉升涨超1%,翠微股份两连板,东方财富涨超2%
Xin Lang Cai Jing· 2025-12-17 06:12
多角度把握金融科技机会,建议重点关注金融科技ETF(159851)及其联接基金(A类013477、C类 013478),按照申万一级行业,标的指数重仓计算机+非银金融,全面覆盖了互联网券商、金融IT、跨 境支付、AI应用、华为鸿蒙等热门主题。 17号午后,金融科技突然水下拉升,互联网券商、数字人民币全线活跃!截至发稿,翠微股份涨停斩获 两连板,古鳌科技逼近20CM涨停,指南针涨超5%,同花顺、东方财富、银之杰等多股跟涨超2%。热 门ETF方面,同类规模最大的金融科技ETF(159851)水下直线拉升,现场内价格涨超1%,实时成交 额超3亿元。 | | | 分制 多日 1分 5分 15分 30分 * | | | | F9 盘前盘后 盛加 九转 画线 工具 3 (2 > | | 金融科技ETF | | 159851 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.818 | | | | 159851[金融科技ETF] 13:59 价 0.812 潘歌 0.010(1.25%) 均价 0.796 成交盘 4.41. ...
信阳网站制作公司有哪些 河南智韬信息科技公司
Sou Hu Cai Jing· 2025-12-17 05:52
信阳网站制作公司有哪些?从服务范围来看,这些公司往往覆盖网站策划、UI/UX设计、前端与后端开 发、以及后期优化等全流程。部分公司专注于响应式网站,确保网站在不同设备上流畅显示;另一些则 深耕于特定行业,如教育、医疗或零售,提供行业定制化方案。通过分析"信阳网站制作公司有哪些", 企业可以识别出那些在技术创新和用户体验方面有专长的服务商,从而匹配自身业务需求。 技术能力与创新应用 信阳网站制作公 在探讨"信阳网站制作公司有哪些"时,技术能力是关键考量因素。这些公司通常采用主流技术栈,如 HTML5、CSS3、JavaScript框架,以及PHP或Python等后端语言。部分公司还整合了AI、大数据分析等 先进技术,以提升网站的交互性和功能性。通过评估其技术实力,企业可以判断服务商是否能实现高性 能、安全可靠的网站,从而在数字竞争中占据优势。 司有哪些 市场趋势与未来发展 信阳网站制作公司有哪些 河南智韬信息科技公司 在数字化浪潮的推动下,企业对于线上展示与业务拓展的需求日益增长,信阳地区也不例外。许多本地 企业开始关注"信阳网站制作公司有哪些",以寻找合适的服务商来构建专业网站。这些公司通常提供从 设计、开发 ...
国产GPU领军企业沐曦股份成功上市,钉钉安全守护“中国芯”
Sou Hu Cai Jing· 2025-12-17 03:01
Core Viewpoint - Muxi Integrated Circuit (Shanghai) Co., Ltd. officially listed on the STAR Market on December 17, marking a significant milestone for companies in the high-performance general GPU sector in China [1]. Group 1: Company Overview - Muxi Co. is dedicated to the independent research and development of full-stack high-performance GPU chips and computing platforms, providing high-efficiency and versatile computing power support for cutting-edge fields such as intelligent computing, general computing, and cloud rendering, thereby contributing to the development of the digital economy [4]. - The company has established a comprehensive technical system covering chip design, software stack development, and system integration, occupying an important position in the process of GPU autonomy and controllability [4]. Group 2: Information Security - Since 2021, Muxi Co. has adopted DingTalk as its core digital foundation, initiating the construction of organizational collaboration and information security systems. This includes private deployment, unified identity authentication, data isolation, and permission-level management, significantly strengthening the company's information security strategy [4]. Group 3: Industry Focus - DingTalk will continue to focus on the needs of high-tech industries, enhancing platform security, flexibility, and AI product capabilities, providing a solid operational and business foundation for more leading technology enterprises, and supporting China's manufacturing to succeed in the AI era [5].
“蓝海”开启 算力租赁加速“破冰”
Jin Rong Shi Bao· 2025-12-17 02:25
Core Insights - The digital economy is rapidly advancing, with computing power centers and integrated circuits becoming key drivers of industrial transformation. By 2025, China's computing power infrastructure is expected to accelerate, with explosive growth in demand for computing power [1] Group 1: Market Dynamics - The total computing power scale in China is projected to reach 280 EFLOPS by 2024, with over 425.1 million 5G base stations built and mobile IoT terminal users reaching 2.656 billion [1] - The financial leasing industry is leveraging computing power center equipment to activate market liquidity and configuration efficiency through innovative financing models and lifecycle risk management [1] Group 2: Financial Leasing Opportunities - Every 1 yuan invested in computing power is estimated to drive 3 to 4 yuan in GDP growth, attracting various stakeholders into the computing power leasing sector [2] - Financial leasing companies are transitioning from traditional equipment leasing to integrated solutions that combine technology, capital, and services, supported by regulatory encouragement [2] Group 3: Collaborative Models - The "bank-leasing collaboration" model is being explored, with companies like Minsheng Financial Leasing providing significant financing support for computing power projects [3] - Major leasing firms are actively engaging in cross-border leasing projects and financing support for computing power infrastructure, with notable transactions reaching billions [4] Group 4: Future Trends - The evolution of artificial intelligence computing power infrastructure is shifting towards integrated solutions that encompass computing power, algorithms, data, scenarios, and services [5] - Local governments are planning to expand the leasing sector, with initiatives aimed at developing computing power leasing as a new productive force by 2030 [5]
沈阳昔日最大书店如今仅剩一层 辽宁消费放大招!|栋察楼市早报(12.17)
Sou Hu Cai Jing· 2025-12-17 01:43
Group 1: Decline of Physical Bookstores - The largest bookstore in Shenyang has reduced its operations to just one floor, with the second and third floors converted into free reading rooms [1][3] - The decline of physical bookstores is attributed to changing reading habits influenced by the internet and mobile devices, with a reported closure of 1,200 bookstores nationwide in the first half of 2025, a 61% decrease from 2019 [4] - The survival of physical bookstores is increasingly reliant on non-book-related services, such as cafes and cultural tourism, as traditional book sales diminish [6][9] - The shift in consumer behavior indicates that physical bookstores are becoming less relevant to younger generations, who view them as relics of the past [6][9] Group 2: Northeast Asia Pet Trading Center - The Northeast Asia Pet Trading Center project has been launched in Shenyang, aiming to create a comprehensive platform for live animal trading, smart warehousing, cross-border logistics, and financial services [19][20] - The pet market in China is experiencing significant growth, with an expected market size exceeding 400 billion yuan by 2027, driven by demographic changes and increased demand for companionship [19] - The project is designed to integrate the entire supply chain from breeding to sales, leveraging Liaoning's advantages in live animal resources and cross-border channels [20][23] - The center has already established partnerships with various e-commerce platforms and aims to enhance its service capabilities in the cross-border pet business [21][23] Group 3: Consumption Promotion in Liaoning - Liaoning province is launching a four-month consumption promotion campaign, featuring over 1,500 events to stimulate consumer spending during winter [14][15] - The campaign emphasizes cultural empowerment and technological enhancement, with a focus on traditional cultural themes and diverse consumer experiences [14][16] - Various local businesses are participating, offering discounts and special packages to attract consumers, including a chance to win a BMW car for participants [15][17] Group 4: Cultural Events in Shenyang - Shenyang will host six New Year concerts, featuring renowned orchestras and a variety of classical music pieces, enhancing the cultural landscape of the city [25][26] - The concerts will include performances by prestigious orchestras such as the Vienna Philharmonic and the Armenian National Philharmonic, showcasing a blend of classical and contemporary works [27][28] - These events aim to foster community engagement and celebrate the New Year through music, contributing to the city's cultural vibrancy [25][30]
全球聚焦!这份榜单在福田发布,硬核实力印证高质量发展标杆
Nan Fang Du Shi Bao· 2025-12-17 01:42
2025深圳全球招商大会的余温未散,胡润全球榜单的发布再添新彩。12月16日,深圳福田再度成为全球 商业与创新领域的焦点——胡润研究院连续两年选择在此发布《胡润全球高质量企业TOP1000》榜单。 这份汇聚全球顶尖企业的"实力名录",不仅揭示了全球经济发展的新趋势,更以数据印证了福田区日益 增长的国际影响力,让世界看见这座中心城区的澎湃活力与独特魅力。 在有关榜单中,金融服务业以249家上榜企业居行业首位,能源、生命健康、软件与服务等行业紧随其 后,成为全球经济增长的核心引擎。深圳以15家企业排名全球第11位,其中福田区招商银行、中国平安 保险、深圳地铁、中国广核、荣耀等5家企业强势上榜,占深圳上榜企业总数的三成,折射出福田与全 球发展趋势的同频共振。 "高质量"基因:福田成为全球优质企业"引力场" 数据见证硬核实力,福田为何能连续两年成为胡润全球榜单的发布地?答案藏在这片土地的"高质量基 因"中。 胡润集团董事长兼首席调研官胡润直言:"福田的地均产出效率、产业集聚质量与营商环境生态,与我 们榜单倡导的'高质量'理念高度契合,这里是被数据验证过的优质企业生长沃土。" 福田的"亩产奇迹"令人瞩目。作为深圳的中心 ...