齐鲁晚报·齐鲁壹点记者 时培磊 山东数字文化集团是大众报业集团出资设立的省管国有大型文化企业，肩负贯彻实施国家文化数字化战 略和山东文化强省、数字强省战略的职责，是山东文化产业之算力网络、数据贯通、科技研发、应用呈 现、多元服务的核心运营主体，负责推进山东省文化数字化行动计划，全面探索文化和科技融合的有效 机制，深入推进文化体制机制改革，引领山东文化"两创"开启新篇章。 根据《关于下达2025年山东省重点研发计划(重大科技创新工程)项目的通知》，由山东数字文化集团申 报的齐鲁文化大模型项目入选山东省重点研发计划(重大科技创新工程)，为全省文化领域唯一。 山东数字文化集团将以此次入选省重大科技创新工程为契机，着力提升科技创新能力，有效统筹全省文 化资源，深化大模型在文化领域的应用和开发，将其打造成为全省文化数字化的技术底座，全面参与山 东数字文化基础设施重大工程建设，通过数字化精准呈现、网络化广泛连接、智能化深度探索，有力提 升文化资源的利用效率和服务水平，为山东文化产业的数字化转型和高质量发展提供有力支撑。 山东省重点研发计划(重大科技创新工程)是目前我省最高层次的科研项目之一，主要面向全省经济社会 发展及新 ...

Core Insights - The Guangzhou International Trade Single Window has evolved over ten years, integrating various regulatory systems and enhancing efficiency for over 530,000 enterprises, processing 4.5 billion declarations [1][2][4] Group 1: Digital Transformation and Efficiency - The platform operates on a model of "one platform, one submission, one standard," breaking down data barriers and leading the digital transformation of traditional customs processes [2] - Since its launch in 2015, the platform has upgraded from version 1.0 to 3.0, extending its functions from basic customs clearance to the entire international trade lifecycle, significantly improving efficiency and reducing costs [2][4] - The electronic release platform for import containers has reduced processing time by over 75%, completing 840,000 paperless transactions and saving over 420,000 sheets of paper [5] Group 2: Cross-Border Trade and E-commerce Support - The platform supports cross-border e-commerce and market procurement, establishing a comprehensive service system that integrates customs, taxation, and financial services, benefiting over 120,000 e-commerce enterprises [9][11] - The platform has processed nearly 4.2 billion import and export transactions, maintaining Guangzhou's position as a leader in cross-border e-commerce [9] Group 3: Innovation and Future Development - New products and services were introduced, including smart logistics information services and compliance management guidelines, aimed at addressing enterprise challenges [4][12] - The platform has integrated AI technology to enhance customer service, providing intelligent responses and support for complex inquiries [14] - Future plans include transforming the platform into a "smart trade comprehensive service platform," contributing to the new development pattern of foreign trade [14]

证 券 研 究 报 告 中原传媒（000719）深度研究报告 强推（首次） 优质地方教育出版，高分红强安全边际，新 业务未来可期 [ReportFinancialIndex] 主要财务指标 联系人：吴婧 邮箱：wujing6@hcyjs.com 公司基本数据 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 9,857 | 10,290 | 10,724 | 11,189 | | 同比增速(%) | 0.2% | 4.4% | 4.2% | 4.3% | | 归母净利润(百万) | 1,030 | 1,262 | 1,322 | 1,397 | | 同比增速(%) | -25.8% | 22.5% | 4.8% | 5.7% | | 每股盈利(元) | 1.01 | 1.23 | 1.29 | 1.37 | | 市盈率(倍) | 13 | 11 | 10 | 10 | | 市净率(倍) | 1.2 | 1.1 | 1.0 | 1.0 | 资料来源：公司公告，华创证券预测 注：股价为 2025 年 ...

7月6日，中国投资发展国际控股有限公司（简称中投国际）正式发布公告，宣布全球发展币（GDEV）将于近期全面启动发行。作为2025年先行先试聚链行 动计划的核心组成部分，GDEV将分三轮共计投放330万枚，其中首轮投放180万枚，后续两轮分别投放100万枚和50万枚。 全球发展币GDEV以全球发展倡议（GDI）为战略指引，紧密围绕"一带一路"沿线及全球南方国家的经济发展诉求，深入对接基础设施建设、绿色能源开 发、数字贸易和经济升级等关键领域，通过资产数字化与区块链技术构建创新的数字金融生态。 中投国际相关负责人指出，本次GDEV发行的最大亮点是"数字赋能现实"，其独特的锚定机制能有效映射各国经济成果，大幅提升国际结算效率，降低跨境 交易成本。同时，GDEV将助推"一带一路"建设进入数字金融驱动的崭新阶段，促进全球南南合作迈上新台阶，为落实联合国2030年可持续发展目标提供强 力支撑。 目前，中投国际已与多国政府机构、国际金融组织及科技企业建立了稳固的战略合作联盟，合力推进GDEV的全球推广落地。此外，GDEV还将搭建开放的 数字经济合作平台，全面推进全球资产数字化进程，助力国际经济治理机制更加透明、公平与高效。 ...

Core Insights - The "China Goji Berry E-commerce Price Index Annual Report (2024-2025)" was officially released, indicating a positive trend in the development of China's goji berry e-commerce industry [1] - Key indicators such as retail sales, retail volume, transaction average price, and e-commerce entity scale all showed significant growth, with Ningxia's goji berry retail sales reaching 1.53 billion yuan, a year-on-year increase of 8.4%, accounting for 61.3% of the national market share [1] Industry Development - The report highlights that the goji berry industry is becoming a crucial economic crop in regions like Ningxia, Gansu, and Qinghai, contributing to rural revitalization and ecological, green, and prosperous development [1] - Ningxia's success in the e-commerce market is attributed to its comprehensive innovation across the entire industry chain, including deep processing, demand insights, and brand reputation, particularly in high-end products like raw juice and freeze-dried goods [1] Data Monitoring and Standardization - A goji berry e-commerce price database covering major production areas such as Ningxia, Qinghai, Gansu, and Xinjiang has been established, filling a gap in pricing benchmarks within the goji berry e-commerce sector [1] - The establishment of this database supports the industry's upgrade towards standardization and digitalization, contributing to a healthier market ecosystem [1]

Core Insights - The rapid exit of bank branches reflects a profound transformation in the banking industry, moving from traditional physical branch operations to digital and intelligent banking services [1][2] - The number of commercial bank branches that exited in the first half of this year (2,677) has already surpassed the total for the entire year of 2024 (2,533), indicating a significant trend towards branch reduction [1] Group 1 - The acceleration of bank branch closures indicates a strategic resource reallocation by banks, focusing on more valuable business areas and innovation projects such as digital transformation and intelligent services [2] - The high operational costs of maintaining physical branches, coupled with the increasing functionality of mobile banking, are primary reasons for the closure of redundant branches [1][2] Group 2 - Despite the trend of branch closures, banks must still address the needs of special populations, ensuring that financial services remain accessible to elderly and disabled individuals [2] - The financial regulatory authority has acknowledged public concerns regarding potential service gaps due to branch exits, particularly in rural areas, and is guiding banks to maintain a balance between economic efficiency and social responsibility [3]

投资建议：短期压力不改长期增长动能，维持"优于大市"评级。考虑到短期行业需求压力，公司仍以去 库存、促动销为主，下修此前盈利预测，预计2025-2027 年公司营业总收入305.9/308.4/333.3 亿元， 同 比-2.0%/+0.8%/+8.1% （ 前值+1.7%/+5.2%/+6.4% ） ； 预计归母净利润130.3/132.0/145.4 亿元， 同 比-3.3%/+1.2%/+10.1% （ 前值+0.5%/+4.5%/+7.1%），对应2025/2026 年12.9/12.7 倍P/E。考虑到公司早 于行业主动调整，多价位产品布局，以数字化工具培育消费者，看好经营久期；同时分红指引积极，预 测2025 年股息率5.4%，支撑估值；给予合理估值152.4-166.4 元，中值对应现价40%上行空间，维持"优 于大市"评级。 风险提示：经济及需求复苏不及预期；产业政策调整影响消费场景及需求；全国化推进较慢；食品安全 问题等。 数字化思辩：科技增密供应链，以消费者为中心提升竞争壁垒。近两年白酒行业渠道加速转型，C 端话 语权提升，从线上渠道GMV 高速增长到即时零售高势能切入，倒逼酒企多元化、扁 ...

Core Viewpoint - The application of drone surveying technology in agricultural insurance by Ping An Property & Casualty Insurance's Guangzhou branch marks a significant innovation in precision underwriting and claims processing in the agricultural insurance sector [2][3][5]. Group 1: Technology Implementation - The Guangzhou branch of Ping An Property & Casualty Insurance successfully completed a drone surveying project in Conghua District, which is the first of its kind in the area for agricultural insurance [2][5]. - The introduction of high-precision drone surveying technology aims to enhance the speed and accuracy of data collection, addressing long-standing issues in traditional agricultural insurance services [9][10]. Group 2: Strategic Goals - This initiative aligns with the national rural revitalization strategy and aims to promote high-quality development in agricultural insurance [7][19]. - The company is focused on upgrading the technological and intelligent levels of agricultural insurance services, creating a new service model unique to Ping An [8][19]. Group 3: Service Enhancement - The drone technology enables comprehensive mapping of various agricultural assets, including rice, vegetables, aquaculture, and fruits, covering all 128 townships in Conghua District [11][10]. - By utilizing advanced algorithms and AI image recognition, the technology allows for the visualization of agricultural resource distribution and facilitates accurate underwriting based on verified data [13][15]. Group 4: Future Outlook - Ping An Property & Casualty Insurance plans to continue exploring new models for precision in agricultural insurance, emphasizing the importance of digital transformation in the sector [17][19]. - The company aims to provide convenient and high-quality services to farmers through precise underwriting and claims processes, thereby contributing to the high-quality development of agricultural insurance in Guangzhou [19][20].

证券代码：002416 证券简称：爱施德 深圳市爱施德股份有限公司 投资者关系活动记录表 编号：2025-006 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 □现场参观 □其他 | | 上市公司 | 副总裁兼董事会秘书吴海南先生 | | 接待人员 | 投资者关系经理陈菲菲女士 申万宏源证券—赵令伊、李秀琳 | | | 国海证券—芦冠宇 | | 活动参与人员 | 鹏华基金—刘思圣、赵璐、王心璐、陈凯睿 | | （排名不分先后） | 南方基金—竺绍迪、王皆宜 宝盈基金—张婷 | | | 平安基金—朱建明、季清斌、王华 | | 时间 | 2025 年 7 月 7 日-9 日 | | 地点 | 公司 | | 形式 | 线下 | | | 爱施德（股票代码：002416）成立于 1998 年 6 月，于 2010 年 5 | | 月 | 日在深圳证券交易所挂牌上市。公司是国内领先的数字化智慧 28 | | | 分销和数字化智慧零售服务商，深耕以手机为核心的移动智能终端、 | | 3C | 数码产品、通信 ...

文/向方佳 刷着直播找工作，在蓝领行业已经越来越普遍。 近日，中国就业培训技术指导中心发布《2024年直播带岗发展报告》(简称报告)。报告指出，直播带岗是数字技术与公共服务融合发展的创新实践，是数 字赋能就业的典型场景，在就业服务领域具有广阔的应用空间。其中，直播招聘平台快手快聘至少为蓝领线上招聘行业带来20%的纯新增用户。 政府部门也在重视直播技术在就业领域内的应用。报告梳理了直播带岗的发展历程。早在2020年7月底，人力资源社会保障部在2020年第二季度新闻发布 会上提出，将开展"直播带岗"等专项招聘活动，各地人力资源社会保障部门广泛组织开展。 为积极响应人社部推动直播招聘的号召和市场的需求，2022年1月，短视频直播平台快手推出"快聘"业务，创新探索"互联网+直播带岗"的数字化招聘新模 式，人力资源服务行业迎来数字化转型。 据不完全统计，全球目前在线招聘行业市场规模已经达到百亿，预计未来十年的年复合增长率能达到15%。推动求职招聘数字化转型已经成为我国人力资 源服务行业迫在眉睫的需求，而直播带岗必将成为这一转型的首要切入点和重要推动力。 产业发展推动招聘方式变革 长期以来，蓝领群体找工作中面临着供需匹配 ...