Core Insights - The article discusses the strategic partnership between Dasan Intelligent and Rockwell Automation, highlighting the company's transition from a follower to an innovator in the AIoT space [1][2] - Dasan Intelligent aims to become a global leader in smart space services by leveraging its intelligent IoT platform to provide comprehensive lifecycle services [1][4] Strategic Partnership - Dasan Intelligent signed a strategic cooperation agreement with Rockwell Automation at the China International Import Expo, focusing on collaboration in low-carbon energy, biolabs, and smart healthcare [1][2] - The partnership builds on over 20 years of friendly cooperation between the two companies [1] R&D and Innovation - The company has shifted from merely acting as an agent for imported products to developing its own systems, such as access control and AIoT platforms, to meet specific customer needs [2][3] - Dasan Intelligent emphasizes the importance of customized solutions to address the rapidly changing and specific demands of clients in sectors like smart buildings and healthcare [2] Market Position and Coverage - Dasan Intelligent has achieved significant market penetration, serving 57 manufacturing listed companies in Shenzhen, with a coverage rate of 61.29%, and 153 companies nationwide with a coverage rate of 56.9% [3][4] - The company has improved its bid success rate for smart office projects in the Greater Bay Area to 50% [3] AIoT Platform Growth - The company reported a 102.9% year-on-year increase in contract amounts related to its AIoT platform, driven by the emergence of domestic AI language models and long-term investments in AI applications [4][5] - The latest version of the AIoT platform integrates real-time IoT data with generative AI capabilities, enhancing user experience and functionality [5] Future Outlook - Despite current industry challenges, the emphasis on digital economy and rapid AI advancements present numerous opportunities for growth [6] - Dasan Intelligent has provided smart services to over 3,000 large and medium-sized enterprises across more than 200 cities, establishing a strong foundation for future development [6]

2025年末，外资机构对中国科技股的态度出现标志性转变。 瑞银、高盛、摩根士丹利、摩根大通等顶级投行近期密集发布报告，不约而同地看多中国科技板块。与 此同时，一批外资有限合伙人(LP)加速重返中国一级市场，聚集于科技赛道。一场基于中国科技硬核创 新与估值优势的资金配置潮正悄然兴起。 （资料图） 作者丨庞华玮 编辑丨包芳鸣 看多中国科技股 近期，多家外资机构发布2026年展望报告，集体看好中国股市中长期配置价值。 瑞银在11月最新发布的2026年展望中，将恒生科技指数目标位设定在7100点。值得一提的是，该目标较 11月28日收盘价5599点高出近27%，显示出强劲的上涨预期。瑞银将明晟（MSCI）中国指数的2026年 年末目标设定为100点，较当前水平存在较大上涨空间。 瑞银财富管理投资总监办公室大中华区股票主管李智颖表示，中国科技公司明年盈利增幅或高达37%， 且强调当前"中国科技股仍不贵"。 这一判断得到多家机构共鸣。富达国际全球多元化资产投资主管Matthew Quaife表示，展望2026年，对 中国的股票市场更为乐观，尤其看好科技股板块。而富达国际首席投资官（股票投资）Niamh Brodie- M ...

作者丨庞华玮 编辑丨包芳鸣 2025年末，外资机构对中国科技股的态度出现标志性转变。 瑞银、高盛、摩根士丹利、摩根大通等顶级投行近期密集发布报告，不约而同地看多中国科技 板块。 与此同时，一批外资有限合伙人(LP)加速重返中国一级市场，聚集于科技赛道。一场 基于中国科技硬核创新与估值优势的资金配置潮正悄然兴起。 （资料图） 看多中国科技股 近期， 多家外资机构发布2026年展望报告，集体看好中国股市中长期配置价值。 瑞银 在11月最新发布的2026年展望中，将恒生科技指数目标位设定在7100点。值得一提的 是，该目标较11月28日收盘价5599点高出近27%，显示出强劲的上涨预期。瑞银将明晟 （MSCI）中国指数的2026年年末目标设定为100点，较当前水平存在较大上涨空间。 瑞银财富管理投资总监办公室大中华区股票主管李智颖表示，中国科技公司明年盈利增幅或高 达37%，且强调当前"中国科技股仍不贵"。 这一判断得到多家机构共鸣。富达国际全球多元化资产投资主管Matthew Quaife表示，展望 2026年，对中国的股票市场更为乐观，尤其看好科技股板块。而富达国际首席投资官（股票投 资）Niamh Brodi ...

"在世界百年变局与数字技术浪潮历史性交汇背景下，'十五五'时期数字中国建设不仅是应对内外挑战 的关键手段，更是实现高质量发展的核心驱动力。数字技术创新突破为新质生产力蓄势赋能，提供内生 动力。"中国信息通信研究院产业与规划研究所副所长牟春波说。 本次大会同期设置多场专题活动，议题涵盖数字技术突破、数据要素市场化、数字治理、跨境数字合 作、人工智能创新等热点领域。与会嘉宾围绕数字创新政策、技术应用场景与产业实践展开深入交流， 为数字经济发展贡献智慧与创新方案。 【纠错】 【责任编辑:钱中兵】 新华社广州11月28日电（记者赵紫羽）2025中国数字经济创新发展大会28日在广东汕头开幕。大会 以"聚数联侨 智通未来"为主题，探讨数字经济前沿趋势与发展路径，为推动数字经济与实体经济深度 融合建言献策。 中国电子信息行业联合会副会长兼执行秘书长王建伟表示，中国已构建起数字经济高质量发展的"四梁 八柱"，推动数字经济实现了从"跟跑"到"并跑"再到部分领域"领跑"的跃升。 ...

2025中国数字经济创新发展大会开幕 36个项目签约 马来西亚潮州公会联合会总会长黄智绪称，华侨在家乡数字经济发展中将是创新资源的引进者，产业发 展的推动者，依托侨界广泛的国际网络，帮助家乡链接全球市场、资本与产业链。 微软大中华区副总裁庆雪辉表示，微软中国与汕头移动针对中国企业出口进行合作。将引入AI技术实 现产品智能化升级，如嵌入AI功能实现语音的实时互动等。 大会以"聚数联侨 智通未来"为主题，汇聚海内外知名专家、数字经济龙头企业高层、知名侨商领袖 等，共探全球数字经济发展趋势、前沿技术赋能跨境贸易、金融、物流、数据流动等领域的创新模式。 大会提出推动数字技术从"单点赋能"向"系统集成"跨越，全面融入农业、工业、服务业各领域。大会议 题覆盖中小企业数字化转型、人工智能、开源AI生态构建、跨境数据服务、数据要素流通、产业出海 等领域。会上发布了《中国数字经济产业发展报告(2025)》。 编辑：王永乐 中新社汕头11月28日电 (记者 李怡青)2025中国数字经济创新发展大会28日在广东汕头开幕。会上，数 字基础设施、数字化场景应用、数字化产业载体三大类共36个数字经济项目签约，总签约金额163亿元 人民币 ...

Core Viewpoint - Foreign institutions are showing a significant shift in attitude towards Chinese technology stocks, with major investment banks like UBS, Goldman Sachs, Morgan Stanley, and JPMorgan expressing bullish views on the sector [1][3][4]. Group 1: Market Outlook - UBS has set a target for the Hang Seng Tech Index at 7100 points for the end of 2026, representing a nearly 27% increase from the closing price of 5599 points on November 28 [3]. - Morgan Stanley has raised its target for the CSI 300 Index to 4840 points by December 2026, indicating a stable growth outlook for Chinese stocks amid moderate earnings growth [4]. - JPMorgan has upgraded its rating on Chinese stocks to "overweight," suggesting a higher likelihood of significant gains in the coming year, particularly driven by AI adoption and consumption stimulus [4]. Group 2: Foreign Capital Inflow - In the first ten months of 2025, foreign capital inflow into the Chinese stock market reached $50.6 billion, significantly surpassing the $11.4 billion for the entire year of 2024, marking an increase of over three times [5]. - The technology sector has become a focal point for foreign investment, with foreign holdings in the electronics sector increasing, reaching a market value of 391.5 billion yuan by September 30, 2025 [5]. - Notable increases in foreign investment have also been observed in the new energy sector, with holdings in CATL rising to 265.66 billion yuan, an increase of over 100 billion yuan from the previous quarter [5]. Group 3: Investment Strategies - Foreign investors are focusing on structural allocations in the technology sector, particularly in semiconductors, AI applications, and communication equipment [5][6]. - The trend of foreign limited partners (LPs) returning to the Chinese primary market is evident, with significant investments being made in the hard technology sector, especially in AI [6][7]. - AI has emerged as a core investment focus, with various funds targeting early-stage AI projects and related sectors, indicating a long-term strategic shift rather than short-term speculation [7][8]. Group 4: Future Expectations - Experts believe that the trend of increasing foreign allocation to Chinese technology stocks is likely to continue, driven by ongoing economic recovery and innovation momentum in China [8]. - The focus on AI applications, semiconductors, and electronic components is expected to attract further foreign investment, as China develops its autonomous computing ecosystem [8].

为强化供电体系绿色稳定属性，山东移动响应国家新能源战略，大力推进光伏项目，为城市绿色转型与 民生数字化基建赋能。中国移动(山东济南)数据中心作为区域数字基础设施核心枢纽，具备"规模领 先、服务优质、网络强劲"三大优势，亦是移动云、IT云、网络云深度协同的核心节点，为山东数字经 济创新发展提供有力支撑。 规模化部署光伏建设，是山东移动践行中国移动"C²三能计划"绿色发展战略、落地"绿色行动计划"的关 键举措。后续，山东移动将持续优化现有光伏项目的运维管理，进一步提高光伏发电效率，进一步巩固 用电基础，保证业务的正常运行。积极探索在更多场所开展光伏建设项目，进一步保障民生数字化基础 建设的推动。同时，山东移动还将加强与科研机构、企业的合作，共同推动光伏技术的创新和发展，为 济南市的"数字惠民"基础建设注入新动能。 在光伏项目推进中，中国移动(山东济南)数据中心布局的光伏建设，容量达51.04kwp，全程采用先进光 伏组件与智能监控系统，既提升光伏发电的效率与稳定性，又能实时监测设备运行状态，及时排查并解 决潜在问题，大幅降低运维成本。同时，山东移动还积极探索光伏与通信设备的融合新模式，推动光伏 发电高效应用于机房 ...

21世纪经济报道记者 陈思琦 深圳报道 在前两届论坛基础上，2025年论坛进一步推动粤港澳大湾区与东盟国家深度对接与协同发展。主题"智 联未来·产业共赢"折射出大湾区与东盟产业合作的新趋势——AI、数字经济、智能制造等领域合作前景 广阔。 中国—东盟中心秘书长史忠俊谈到，中国与东盟正携手开辟更广阔的经济一体化窗口，正式通过《中国 —东盟全面战略伙伴关系行动计划（2026—2030）》，并已连续五年互为最大贸易伙伴，望以论坛为平 台，构建更紧密的交流合作网络，深化数字智能等领域合作，推动更多务实成果转化。 商务部数据显示，2024年中国对东盟地区投资较前年增长12.6%。其中，对东盟数字经济投资同比大增 68%。 在11月27日至28日举行的2025大湾区—东盟经济合作（前海）论坛上，AI、数字经济也成为热词。 大湾区—东盟经济合作（前海）论坛已连续举办三届，从2023年首届121亿元签约额起步，到2024年近 300亿元项目落地，今年则迎来中国—东盟新兴产业协同创新示范基地、AI STR（人工智能安全、可信 与负责任）国际开放实验室等重大平台启动，促成人工智能、生物制药等领域20多个务实合作项目签 约，来画科 ...

深圳商报·读创客户端记者 范宏韬 11月28日，由中国—东盟中心与深圳市政府共同主办，深圳市前海管理局、深圳大学、广东高科技产业 商会承办的2025大湾区—东盟经济合作（前海）论坛在深圳前海国际会议中心举行。来自中国和东盟国 家政府部门、商协会、智库和企业家代表共1000多人出席论坛开幕式及相关活动。 在前两届论坛基础上，2025年论坛以"智联未来·产业共赢"为主题，进一步推动粤港澳大湾区与东盟国 家深度对接与协同发展，政企学"顶级阵容"齐聚，共解跨境合作"关键题"，形成"政策引领+企业实践 +智库支撑"的立体对话格局。 史忠俊接受采访时指出："前海是中国与东南亚国家合作的前沿，从交通上来看，前海与东南亚已实 现'海陆空'立体化联通。从产业角度来看，前海本身就具有澎湃的创新动能，具有得天独厚的优势。我 们希望充分发挥深圳前海的窗口作用，以点带面推动中国和东盟在新兴产业高科技领域的合作。" 论坛启动"中国—东盟新兴产业协同创新示范基地""AI STR（人工智能安全、可信与负责任）国际开放 实验室"等重大平台，发布《2025大湾区—东盟产业合作前沿报告》等标志性成果，并促成人工智能、 生物制药等领域20多个务实合 ...

Core Insights - The company, Quantipai Holdings Limited, successfully listed on the Hong Kong Stock Exchange on November 27, 2025, with China International Capital Corporation Hong Kong Securities Limited and CITIC Securities (Hong Kong) Limited as joint sponsors [1] - The IPO involved a global offering of 13,347,500 H shares, priced at HKD 9.8 per share, with oversubscription rates of 9,366.28 times for the Hong Kong public offering and 15.07 times for the international offering [3] - On the listing day, the opening price was HKD 26.00, representing a 165.31% increase from the issue price, and the stock reached a high of HKD 27.8, marking an approximate increase of 183.67% by midday [3] Company Overview - Quantipai focuses on the Chinese consumer sector, particularly in e-commerce and O2O automotive retail, establishing an efficient integration system of "users - products/services - consumption scenarios" to drive growth and synergy for business partners [3] - As of May 31, 2025, the company has connected over 60.3 million registered end customers and 2,646 business partners, indicating steady growth in platform scale [3] Technology and Innovation - The company has developed a comprehensive user profiling and analysis system, holding 9 patents and 58 software copyrights, with a technical team comprising approximately 35% of its workforce [4] - The self-developed large model "Quantipai Star Inquiry" completed the registration of generative AI algorithms in October 2024, laying a solid foundation for future intelligent applications in various consumer scenarios [4] - With the deep integration of digital and physical economies, the demand for intelligent upgrades in the consumer sector is expected to continue, positioning Quantipai as a crucial hub for precise matching of consumer demand and industry supply [4]