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2025全球数商大会成功举办:展示多元新生态,共植数据未来林
Di Yi Cai Jing· 2025-12-08 06:58
Group 1 - The 2025 Global Data Business Conference was held on November 25-26 at the Shanghai International Conference Center, showcasing the latest achievements and resources in the data field, attracting nearly ten thousand participants [1][3] - The exhibition area vividly interpreted the theme "Showcasing Diversity, Planting 'Data' to Form a Forest," highlighting the vibrant growth of the data ecosystem [1] - The "Data Element X" competition featured excellent projects, with numerous professional guests engaging in constructive discussions and frequent interactions [1] Group 2 - The conference included various segments such as the National Data Group Alliance Exhibition, Shanghai Digital Economy Achievement Exhibition, and Data Element Construction Exhibition, which gathered industry insights and forward-looking shares [3] - A special exhibition area created by China Unicom, Shanghai Data Group, Pudong New District, Huawei, Shanghai Yidian, and Chongqing Digital Resource Group attracted many professionals for exchange and discussion [5] - The invited enterprise exhibition area showcased over twenty outstanding companies, demonstrating their professional capabilities, innovative achievements, and application practices in the data field, fostering intense interaction and idea exchange among peers [5]
计算机ETF(512720)涨超1.1%,行业回调或为春季行情蓄力
Mei Ri Jing Ji Xin Wen· 2025-12-08 06:10
每日经济新闻 (责任编辑:张晓波 ) 国金证券指出,11月计算机行业表现较弱,主要受风险偏好承压影响,外部因素包括海外冲突、 AI泡沫争议及美元降息预期波动,内部因素则源于基本面偏弱和机构投资者年底获利了结。预计连续 回调为后续春季躁动酝酿空间,非熊市阶段回调2-4个月后通常迎来新一轮弹性。从投资机会看,景气 方向集中在出海需求、AI产业链技术及替代政策。细分行业中,25年高景气赛道包括AI算力、激光雷 达;加速向上的有AI应用;稳健向上的包括软件外包、金融IT、量子计算、数据要素等;拐点向上的有 教育IT、网安、企业服务;底部企稳的包括智慧交通、政务IT等;略有承压的为工业软件、医疗IT。AI 领域国内外巨头持续加码,替代趋势明显,政策驱动下信创、数据要素等领域需求旺盛。 计算机ETF(512720)跟踪的是CS计算机指数(930651),该指数从沪深市场中选取涉及软件开 发、IT服务、硬件制造等业务的上市公司证券作为指数样本,以反映计算机行业相关上市公司证券的整 体表现。CS计算机指数成分股具有较高的成长性和技术领先性,能够较好地体现计算机行业的整体发 展趋势。该指数风格偏向成长型投资,适合关注科技发展与 ...
兴业银行乌鲁木齐分行“智护银发反诈体系”提升金融行业数字化转型与风险防控能力
Zhong Guo Jin Rong Xin Xi Wang· 2025-12-07 08:44
转自:新华财经 据了解,该项目为老年客户提供了精准、主动的账户风险监测与防护服务,通过建立覆盖"术语、模 型、接口、质量"的全维度数据标准化体系,从而能够及时识别潜在诈骗风险,有效预警并阻断相关交 易,构筑起坚实的"银发守护机制"。 该体系实现了技术与业务的深度融合,构建了与外部反诈机构的协同联防机制。通过持续迭代优化风控 模型,并积极探索在更多场景中的应用,该体系能够灵活适应市场变化与技术演进,确保了模式的有效 性、稳定性与可推广性。 随着数据要素价值的深度释放和金融科技的不断进步,以"智护银发反诈体系"为代表的数据驱动型金融 安全解决方案,其市场潜力与应用空间将更为广阔。 该体系不仅为保护老年人财产安全贡献了金融智慧,也为提升金融行业数字化转型与风险防控能力提供 了有益借鉴和有力支撑。(董超、孙文) 编辑:王姝睿 近日,2025年"数据要素X"大赛新疆赛区决赛在昌吉圆满落幕。据悉,本届大赛以"数据赋能 乘数而 上"为主题,聚焦数据要素在多个关键领域的融合应用,共设立金融服务、工业制造、科技创新等14个 核心赛道,吸引了全区众多优秀项目参与角逐。 据介绍,经过严格评审,最终168个优质项目晋级决赛。其中,兴 ...
国家队开挖数据金矿
经济观察报· 2025-12-07 04:31
新一轮国资国企改革,因数据的注入而增添了新内涵。数据要 素"国家队"的进场,不仅在于挖掘自身金矿,更要以数据流通 穿 透 产 业 链 壁 垒 。 随 着 试 点 发 令 枪 响 , 一 场 以 数 据 为 牵 引 的"新勘探"在能源电力、交通物流、装备制造等多个重点行业 同步掀起。 作者:王雅洁 封图:本报资料室 临近2025年岁末,国家石油天然气管网集团有限公司(下称"国家管网")内部,一系列围绕数据 的会议密集召开。会议的焦点,从传统的管道压力、输气量,转向了如何将国家管网运营五年来积 累的超过100亿条核心数据,更安全、更高效地"用起来",乃至"交易出去"。 这些会议,是为可能即将签署的数据合作开发协议铺路。国家管网运营的全国"油气一张网",不 仅是物理的能源动脉,也是汇集了生产、运输、交易、设备状态等海量信息的"数据一张网"。当 下的任务,是思考如何让这些"硬设施"里的数据实现"软联通",以打破市场壁垒,激活产业链。 行动的紧迫感,源于一项顶层设计的落地。2025年11月25日,国家数据局与国务院国资委联合启 动"国有企业数据资源开发利用试点工作"。试点工作明确了国家管网、中国移动、国机集团、中 国汽 ...
五部门:鼓励地方在算力等方面提供便利和优惠 摩尔线程成最赚钱新股
Xin Lang Cai Jing· 2025-12-06 03:28
Policy - The Ministry of Industry and Information Technology (MIIT) is implementing an action plan for "chain-network collaboration" in industrial internet and key industrial chains, aiming to create suitable industrial internet solutions [1] - Five departments, including the National Development and Reform Commission, have issued opinions to strengthen the construction of data element disciplines and digital talent teams, promoting the integration of technological and industrial innovation in the data field [1] Investment and Financing - Zhejiang province aims to build foundational projects for computing power data models, targeting a computing scale of 200 EFlops by 2026, with a funding support of around 5 billion yuan for artificial intelligence initiatives [2] - Shandong Youbot Intelligent Robot Co., Ltd. completed nearly 100 million yuan in Series A financing to develop new generation bionic robots [6] - Zhejiang Xingyao Semiconductor Co., Ltd. raised over 100 million yuan in Series C financing to expand its production capacity and R&D for RF filter chips [7] - Wuxi Shangji Semiconductor Technology Co., Ltd. completed over 300 million yuan in Pre-IPO financing to accelerate R&D in semiconductor equipment [8] - AI chip company Qingwei Intelligent raised over 2 billion yuan in Series C financing, with plans for an IPO [12] Market Developments - The Civil Aviation Administration of China aims for widespread integration of artificial intelligence in civil aviation by 2030, enhancing safety and operational efficiency [4] - Beijing is strengthening the integration of "AI + government services" to improve digital governance and service delivery [3] - The stock of Moer Thread debuted on the STAR Market, achieving a significant increase of 425.46% on its first day, making it the most profitable new stock since the full registration system was implemented [12]
1秒审批、30分钟就位!广东政务无人机开启共享新时代
Nan Fang Du Shi Bao· 2025-12-05 15:14
制度、平台、场景全线突破 广东亮出政务无人机"1+2+N"组合拳 无人机总量4089架、最快30分钟随叫随到、飞行审批最快1秒完成……当政务无人机从"部门自采自 用"变为"全省一键调度",广东再次跑出政务服务"加速度"。12月4日,广东省政务领域无人机应用成果 发布活动在惠州举行,一批全国首创成果集中亮相:全国规模最大的省域政务无人机资源池正式启用、 全国首个"无人机即服务"共享模式全面落地、全国首份政务无人机应用成本度量团体标准同步发布,标 志着广东政务无人机应用从"先行先试"迈向"全面深化"的新阶段。 据介绍,随着基层治理、应急处置、资源监管等领域对无人机能力的依赖不断提升,政务无人机的使用 在全省迅速普及,但同时也暴露出"管理无据、资源分散、数据孤岛"等痛点难题。为此,广东省构建了 全国首个省域政务无人机"1+2+N"工作体系,首创"无人机即服务"共享用机模式。 在广东政务无人机"1+2+N"系列成果中,"1"代表一个制度,广东省印发了《广东省政务领域无人机应 用管理办法(试行)》,以规范全省政务领域无人机的资源管理、应用管理与数据安全,强化政务无人 机资源的集约共享与统筹调度,推动无人机在政务领域的规 ...
海洋二所“数据要素×”项目获奖
Zhong Guo Zi Ran Zi Yuan Bao· 2025-12-05 04:08
Group 1 - The project "Collaborative Remote Sensing and Intelligent Empowerment of Pollutant Carbon from Mountain to Ocean" led by the Second Institute of Oceanography won the third prize in the open innovation track at the national finals of the 2025 "Data Element ×" competition [1][2] - The project team includes the Second Institute of Oceanography, Hangzhou Guohai Marine Engineering Survey and Design Research Institute, Zhejiang Provincial Ecological Environment Monitoring Center, Zhejiang Provincial Marine Ecological Environment Monitoring Center, and Unicom (Zhejiang) Industrial Internet Co., Ltd. [1] - The project aims to address the challenges of comprehensive monitoring of land-based pollutant discharge and accurate assessment of nearshore carbon sinks using satellite remote sensing technology [1] Group 2 - The research results were led by researcher He Xianqiang from the National Key Laboratory for Satellite Ocean Environment Monitoring and Early Warning, with Dr. Wang Zhihong as the main presenter [2] - The project underwent a rigorous selection process over seven months, winning the provincial first prize and successfully advancing through an 80% elimination rate in the preliminary round to reach the national finals [2] - The competition attracted over 23,000 teams and more than 117,000 participants, with 14 tracks and a total of 54 third prizes awarded among 893 projects in the finals [2]
济南28条措施推进城市全域数字化转型,到2027年初步建成全国一流数智先锋城市
Feng Huang Wang Cai Jing· 2025-12-04 23:55
《实施意见》提出,济南将依托智慧泉城运行管理中心建强城市智能中枢,完成高频决策服务场景清单 梳理和多跨应用场景构建。到2027年,实现态势全面感知、趋势智能研判、协同高效处置。 优化视频监控网络,推进公共视频监控资源标准化治理,深入挖掘全域视频数据价值,推进多场景智能 分析应用。到2027年,视频监控汇聚总量突破40万路。 推进城市信息模型、时空大数据、国土空间基础信息等基础平台整合应用。构建新一代物联网统一管理 平台,打造城市物联"一张网"。构建覆盖人、企、物的"城市码"服务体系,拓展应用场景,推进"一码 通城"数据融合和共享应用。 深化千兆光网建设,深入实施"信号升格"专项行动,加快推进移动网络深度覆盖。到2027年,全市5G 基站数量达65万个。 记者从济南市大数据局了解到,该局起草的《关于深化新型智慧城市建设推进城市全域数字化转型的实 施意见》(以下简称《实施意见》),已由市政府办公厅于近日印发。《实施意见》提出,到2027年,济 南要初步建成全国一流数智先锋城市。围绕这一目标,《实施意见》从基础设施、数据要素、产业发 展、公共服务、城市治理、绿色低碳、安全韧性、体制机制等八个方面提出了28条具体措施 ...
广州数科集团携旗下5家上市公司举办2025年投资者集体交流会
Zheng Quan Ri Bao Wang· 2025-12-04 07:41
Group 1 - Guangzhou Digital Technology Group held an investor conference on December 3, 2023, focusing on becoming a leading enterprise in digital technology through ecological integration [1] - The conference featured over 150,000 online viewers and included participation from five listed companies under the group [1] - The Vice Director of the State-owned Assets Supervision and Administration Commission of Guangzhou praised the group's contributions to the city's digital economy and innovation [1] Group 2 - The Chairman of Guangzhou Digital Technology Group emphasized a dual-driven strategy of "real economy + capital," focusing on technological innovation and capital operation [1] - The group aims to accelerate its layout in artificial intelligence, data elements, digital security, digital health, digital transportation, and digital finance [1] - The group is committed to being a responsible shareholder and promoting the collaborative development of its five listed companies [1] Group 3 - During the roadshow, various companies shared their business focuses and strategic layouts, including AI applications in finance and smart city solutions [2] - Guangzhou Yuntong Group is pursuing breakthroughs in AI, focusing on AI + financial technology, smart transportation, and other sectors [2] - Beijing Zhongke Jiangnan is enhancing fiscal management through AI and expanding its services in government fund management [2] Group 4 - Guangzhou Haige Communication aims to enhance high-end manufacturing and modern services by focusing on new production capabilities and combat capabilities [2] - Guangzhou Jiliang Testing Group is targeting emerging industries like aerospace and satellite internet, providing comprehensive quality assurance services [2] - Guangzhou Guangha Communication is consolidating its advantages in intelligent command and dispatch systems [3] Group 5 - The interactive session allowed investors to discuss topics such as technology research and development, market expansion, and performance growth with company management [3] - The atmosphere during the Q&A session was lively, indicating strong investor interest and engagement [3]
佳都科技涨2.08%,成交额1.45亿元,主力资金净流入354.90万元
Xin Lang Zheng Quan· 2025-12-04 03:26
12月4日,佳都科技盘中上涨2.08%,截至11:19,报6.38元/股,成交1.45亿元,换手率1.08%,总市值 136.06亿元。 资金流向方面,主力资金净流入354.90万元,特大单买入347.57万元,占比2.39%,卖出400.77万元,占 比2.76%;大单买入2587.67万元,占比17.79%,卖出2179.58万元,占比14.99%。 佳都科技今年以来股价涨36.32%,近5个交易日涨0.47%,近20日跌4.35%,近60日跌6.04%。 责任编辑:小浪快报 资料显示,佳都科技集团股份有限公司位于广东省广州市天河区新岑四路2号,香港铜锣湾勿地臣街1号 时代广场2座31楼,成立日期2001年9月30日,上市日期1996年7月16日,公司主营业务涉及智能安防、 智能交通、通信增值、IT综合服务等。主营业务收入构成为:ICT产品与服务解决方案72.51%,行业智 能解决方案25.18%,行业智能化产品及运营服务1.81%,其他(补充)0.50%。 佳都科技所属申万行业为:计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括:无人零售、人脸识别、国 产软件、数据要素、电子支付等。 截至9月30日,佳 ...