证券之星消息，赛力斯(601127)05月12日在投资者关系平台上答复投资者关心的问题。 投资者：什么时候可以分红 赛力斯董秘：尊敬的投资者，您好！2024年度公司现金分红(包括中期已分配的现金红利)总额20.84亿 元，占本年度归属于上市公司股东净利润的比例35.05%。2025年5月7日，已发布《2024年年度权益分 派实施公告》，本次利润分配每股派发现金红利0.97元(含税)，共计派发现金红利15.84亿元，股权登记 日为2025年5月12日，现金红利发放日为2025年5月13日。感谢您的关注！ 投资者：作为重庆人，两年的股东。有无报名渠道，来参观龙兴超级工厂 投资者：请准确给出2025年4月30日股东人数是多少？请根据目前订单、生产出货及交付回款情况，给 出二季度销售收入预测值 赛力斯董秘：尊敬的投资者，您好！截至2025年3月31日公司股东总数为223,104户。关于公司股东户 数、业绩情况，请参阅公司定期报告，感谢您的关注！ 投资者：董秘您好，赛力斯有在海外建厂的计划吗？ 赛力斯董秘：尊敬的投资者，您好！公司会根据国际市场动态、政策法规变化以及公司战略规划等多方 面因素，综合评估相关可行性和时机。 ...

Core Viewpoint - The Ministry of Industry and Information Technology, in collaboration with the Ministry of Finance, has announced the launch of the third batch of pilot cities for the digital transformation of small and medium-sized enterprises (SMEs), aiming to enhance their competitiveness and innovation capabilities [1][3]. Group 1: Pilot Program Details - Approximately 34 cities will be selected for the pilot program this year, focusing on the actual needs of SMEs and ensuring that digital transformation brings tangible benefits and value [1][3]. - The pilot cities must be at the prefecture level or above, including provincial capitals and other prefecture-level cities, as well as districts and counties under direct control of municipalities [3]. - The program emphasizes the dual goals of upgrading traditional industries and promoting the development of strategic emerging industries and future industries [3]. Group 2: Focus Areas and Technologies - Specific sectors for digital transformation will include key manufacturing industries such as computer and communication electronic equipment manufacturing, general and specialized equipment manufacturing, and automobile manufacturing [3]. - The program will prioritize SMEs that are in critical links of the industrial chain, especially those that are specialized, refined, distinctive, and innovative, as well as large-scale industrial SMEs [3]. - The initiative aims to promote deep digital transformation in key business processes, product lifecycles, and supply chains, leveraging technologies such as artificial intelligence, big data, and blockchain in various applications [3]. Group 3: Regional Recommendations - By the end of 2024, provinces with more than 15,000 large-scale industrial SMEs, such as Guangdong, Jiangsu, and Zhejiang, can recommend up to two cities for the pilot program, while other provinces can recommend one city [4].

5月12日，阿里巴巴召开发布会，正式宣布布局免税产业。 阿里巴巴表示，将不断优化供应链管理，加强与全球优质品牌商的合作，丰富免税商品的种类和品牌选 择，满足不同消费者的个性化需求。无论是时尚美妆、高端奢侈品，还是电子产品、特色食品等，阿里 巴巴免税平台都将努力提供全方位的商品供应，让消费者无需出国，就能在国内购买到全球优质的免税 商品。 在技术创新方面，阿里巴巴将充分发挥自身在大数据、人工智能等领域的技术优势。通过大数据分析， 精准把握消费者的购物偏好和需求，为消费者提供个性化的商品推荐服务，让购物更加便捷高效。利用 人工智能技术优化客服服务流程，实现智能客服快速响应，提高客户服务质量。阿里巴巴将积极探索区 块链技术在免税业务中的应用，确保商品的溯源和质量安全，让消费者买得放心、用得安心。 优化供应链管理加大线上线下融合 为推动免税商品包装的绿色化、环保化变革，阿里巴巴还将联合各大品牌商共同研发和推广可降解、可 回收的环保包装材料，减少塑料垃圾的产生。鼓励商家采用简约包装设计，避免过度包装，从而降低资 源消耗。 打造"免税购物+旅游"一站式服务模式 创新运营模式提升购物效率和体验 为了更好地服务消费者，阿里巴 ...

□ 本报记者 何 钰 5月8日，2025南京市"普惠金融 惠企润业"系列活动江宁专场举行。 普惠金融一头连着群众生活的"小日子"，一头托起经济发展的"大格局"。人民银行江苏省分行党委委 员、副行长陈涤非表示，近年来，人民银行江苏省分行充分运用再贷款、再贴现等货币政策工具，积极 支持民营小微企业、个体工商户和"三农"发展，全力写好普惠金融大文章。 金融"活水"持续浇灌，不断滋养着企业发展。江宁经济开发区管委会主任王爱军介绍，近三年，江宁经 济开发区每年新增注册6000家以上的经营主体，集聚规上工业企业1807家，400家省级以上专精特新"小 巨人"企业、高新技术企业1862家、科技型中小企业3049家。 从"小个体"到"大产业"，小微企业的发展之路也面临着各种挑战。作为江宁经开区本土企业，拓恒技术 有限公司聚焦低空智能化数据信息服务。该公司总经理张成指出，前期投入大、周期长、产品市场化缓 慢等问题都会制约着科技型中小企业的发展。中国银行了解到公司的资金需求后，基于公司技术专利和 订单资质，提供了贷款，缓解了资金压力。 普惠金融也在助力企业从"幼苗"成长为"参天大树"。中信银行南京分行普惠金融部副总经理张乐介绍， ...

Core Viewpoint - The Fujian Provincial Government aims to enhance the capital market's support for high-quality development of technology-oriented enterprises through various measures, particularly focusing on the bond market to facilitate financing for innovation [1] Group 1: Bond Market Initiatives - The government plans to deepen the bond market's role in supporting technological innovation by collaborating with various financial institutions and regularly assessing the bond financing needs of enterprises [1] - Encouragement is given to qualified technology-oriented enterprises to issue innovation bonds and corporate bonds, as well as exploring asset securitization products like intellectual property ABS and technology property ABS [1] Group 2: Credit Enhancement and REITs - The initiative includes leveraging AAA-rated credit enhancement institutions to provide support for bond issuance, particularly for private technology-oriented enterprises within the province [1] - There is a focus on strengthening policies and information sharing regarding public REITs products with securities exchanges, supporting projects in new infrastructure areas such as big data, artificial intelligence, and the Internet of Things to issue REITs products [1]

Group 1 - The core point of the article is that Ningde Times' vice chairman Li Ping and his wife Liao Mei donated 4.05 million shares of stock, valued at approximately 1 billion yuan, to Fudan University to support educational development [2][4] - The donated shares will be used to establish the "Fudan University Xue Min Natural Science Research Fund," which will operate as an open fund to support high-level research and talent recruitment at the Xue Min Institute [4][5] - Following the donation, Li Ping's shareholding in Ningde Times will decrease from approximately 4.58% to 4.48% [4] Group 2 - The Xue Min Institute aims to recruit nearly 100 top young scholars globally within ten years, focusing on interdisciplinary and cutting-edge research in various fields such as mathematics, physics, chemistry, materials, biology, medicine, environment, artificial intelligence, and big data [5][6] - The institute will provide competitive salaries and sufficient research funding to attract young scholars, particularly those who have graduated with a PhD within the last five years [6] - The initiative reflects Li Ping and Liao Mei's belief that China has reached a stage where it can contribute to natural and basic sciences for the benefit of humanity [6]

Core Viewpoint - The Zhongzheng Big Data Industry Index (930902) has shown strong performance, with significant increases in constituent stocks and a notable rise in the Data ETF (516000) [3][4]. Performance Summary - As of May 9, 2025, the Data ETF has achieved a net value increase of 35.62% over the past three years, ranking first among comparable funds [4]. - The Data ETF's highest single-month return since inception was 31.45%, with an average monthly return of 8.34% and a year-to-date profit percentage of 66.67% [4]. - The Data ETF has a Sharpe ratio of 1.05 for the past year, indicating the highest return for the same level of risk among comparable funds [4]. - The Data ETF has the lowest management fee rate of 0.50% and a custody fee rate of 0.10% among comparable funds [4]. Trading Activity - The Data ETF experienced a trading volume of 1.65% with a total transaction value of 6.96 million yuan on the latest trading day [3]. - Over the past week, the average daily transaction value for the Data ETF was 23.82 million yuan [3]. Fund Flows - The Data ETF has seen a net outflow of 1.87 million yuan recently, but it attracted a total of 11.64 million yuan over the last four trading days [3]. Index Composition - The top ten weighted stocks in the Zhongzheng Big Data Industry Index account for 50.19% of the index, with notable companies including iFlytek (002230) and Inspur Information (000977) [5][7].

Core Insights - Chinese潮玩 has gained significant attention at international exhibitions, reshaping overseas consumers' perceptions of "Made in China" products [1] Group 1: Market Trends - Chinese潮玩 brands, such as Labubu from Pop Mart, have seen price increases from $22 to $28, yet consumer enthusiasm remains high, with long queues forming outside stores [2] - In Thailand, consumers are willing to pay a premium of 10% to 20% for Chinese潮玩, indicating strong demand and market acceptance [3] Group 2: Industry Transformation - The share of self-owned brands in China's toy export market is projected to rise to 65% by 2024, reflecting a shift from low-cost manufacturing to brand-driven strategies [4] - Chinese潮玩 brands are leveraging AI and big data for innovative product design, enhancing their appeal in international markets [4] Group 3: Marketing Strategies - The "blind box" sales model has increased consumer engagement and excitement, driving demand and interest in unboxing videos [4] - Chinese潮玩 is adopting a "culture + design" premium model, collaborating with international artists and localizing IP to cater to diverse consumer bases [5]

内容概况：近年来，中国房地产信息化行业市场规模呈现出快速增长的态势。随着房地产行业的数字化 转型加速，以及新兴技术如大数据、云计算、人工智能、物联网等在房地产领域的广泛应用，房地产信 息化市场规模持续扩大。据数据统计，2023年，我国房地产信息化行业市场规模达1998.84亿元。2024 年，我国房地产信息化行业市场规模约为2386.91亿元。 相关上市企业：东软集团（600718）、万达信息（300168）、万科A（000002）、河北建设 （HK.01727）、ST易联众（300096）、城建发展（600266）、保利发展（600048） 相关企业：易居（中国）企业控股有限公司、深圳市明源云科技有限公司、上海克而瑞信息技术有限公 司 关键词：房地产信息化行业产业链、房地产信息化行业发展现状、房地产信息化行业发展趋势 一、房地产信息化行业定义及分类 房地产信息化是指利用信息技术（如互联网、大数据、云计算、物联网、人工智能等）对房地产行业的 各个环节进行数字化、网络化和智能化改造，实现房地产资源的优化配置、业务流程的高效运作以及服 务质量的显著提升。其核心在于通过信息技术的深度融合，推动房地产行业向更加透明、 ...

Group 1 - The core viewpoint of the article highlights the recent research conducted by the well-known private equity firm,淡水泉, on a listed company, 国能日新, focusing on the distributed photovoltaic power generation sector and its regulatory environment [1] - The National Energy Administration has issued guidelines requiring distributed renewable energy to have "four capabilities" management functions, which is expected to drive growth in the company's power prediction business for distributed photovoltaic clients [1] - The company anticipates a high industry prosperity with an expected addition of 20 million kilowatts of new installed capacity in the year 2025, following a significant increase of 7,433 million kilowatts in the first quarter [1] Group 2 - The electricity trading market is becoming more market-oriented, with an increasing proportion of renewable energy entering the market, leading the company to enhance its product service quality and optimize trading strategies [1] - The company has received approval from the China Securities Regulatory Commission for a specific stock issuance in 2024 and plans to proceed with the issuance and fulfill information disclosure obligations within the stipulated timeframe [1]