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数说“十四五”:基建领跑+技术突破 数字化赋能经济民生双提升
Yang Shi Wang· 2025-10-07 10:19
Group 1 - The year 2025 marks the end of the "14th Five-Year Plan," with significant achievements in digitalization, networking, and intelligence in China [1] - By June 2025, the total number of 5G base stations has increased fivefold compared to 2020, reaching 4.55 million, while gigabit broadband users have grown 34 times to 226 million [1] - China's computing power ranks second globally, significantly contributing to economic and social development [1] Group 2 - The domestic operating system is rapidly rising, with the HarmonyOS ecosystem surpassing 1.19 billion devices, integrating "smart cores" into over 1,200 product categories including smartphones, cars, and home appliances [4] - China's overall strength in artificial intelligence has seen a systemic leap, with AI patents accounting for 60% of the global total, and continuous breakthroughs in humanoid robots and smart terminals [4] Group 3 - By the end of 2024, software revenue in China is expected to grow by 80% compared to 2020, while the added value of large-scale electronic information manufacturing has increased by over 70% [6] - The acceleration of intelligent transformation and digitalization has led to the establishment of over 10,000 smart factories, covering more than 80% of major manufacturing sectors [6] - Smart home and wearable technology have emerged as new consumer trends [6] Group 4 - Increasingly, more services are being digitized, allowing for "data to run more, and the public to run less," breaking down traditional barriers in public services [8] - Digitalization has enhanced efficiency and convenience in online services by eliminating "process barriers" and "data barriers" [8]
【环球财经】第二届当代中国研究国际研讨会在圣保罗召开
Xin Hua Cai Jing· 2025-10-04 03:44
新华财经圣保罗10月3日电(记者杨家和)巴西国家开发银行(BNDES)与拉丁美洲社会科学学院 (FLACSO)2日共同启动为期两天的第二届当代中国研究国际研讨会,主题为"中国、拉美和加勒比在 全球新格局下"。 研讨会围绕数字主权、气候危机、文化学术与科技合作、区域一体化路径与困境四大议题展开讨论,吸 引来自巴西和中国的政府机构、学界智库和企业界代表积极参与。会议成果将整理成专题出版物,为制 定公共政策和深化中拉合作战略提供参考。 "中国的增长对巴西的增长至关重要。它在多个方面帮助巴西,且效果仍在继续。但要使这种一体化持 续发展,就必须超越互补性迈向生产一体化。在两国间开展更多贸易,创造更多高质量的就业机 会。"巴西国家开发银行规划与机构关系总监纳尔逊·巴尔博萨表示,"我们已经在朝着这个方向努力。 如今已有不少中国企业来巴西投资、在巴西生产,这种合作模式是我们为世界树立的榜样。" 巴尔博萨强调,数字化和人工智能正在深刻改变社会生活,其推广需要更多投资、技术以及新的治理模 式。中国在相关领域已处于全球领先地位,巴西和拉美完全有空间在合作中学习并发展符合自身实际的 模式。 他援引联合国拉丁美洲和加勒比经济委员会(E ...
研判2025!中国室内健身器材行业发展背景、产业链、市场规模、重点企业及未来前景:健身人群规模持续增长,带动室内健身器材规模达344.87亿元[图] 标签:室内健身器材 描述:室内健身器材是指专门设计用于在室内环境进行体育锻炼和健身活动的
Chan Ye Xin Xi Wang· 2025-10-03 02:44
内容概况:随着全民健身活动的深入开展和体育大国向体育强国的逐步迈进,我国国民经济不断向前发 展,居民的物质生活水平显著提升,健身消费需求也逐渐发生了转变,对产品专业性、安全性、便利 性、智能化等要求越来越高。同时,在互联网的快速发展下,体育消费作为物质和精神相结合的享受性 和发展性消费的一部分,人们的健身意识不断增强,购买室内健身器材的人群逐渐增加,健身人群与行 业规模正不断增长,市场份额的持续走高,体育产业呈现市场化、大众化的发展趋势。此外,国家高度 重视体育产业及全民健身运动的发展,频繁出台利于室内健身器材行业发展的各项政策。2025年以来, 《2025年群众体育工作要点》《老年人健身器材配置指南(试行)》《关于金融支持体育产业高质量发 展的指导意见》等政策的相继推出,促进室内健身器材行业继续保持稳定增长,为提高国民健康水平和 推动体育产业发展做出更大贡献。在此背景下,室内健身器材市场规模整体呈现逐年增长的态势。数据 显示,中国室内健身器材行业市场规模从2015年的166.06亿元增长至2024年的344.87亿元,年复合增长 率为8.46%。未来,在全民健身政策支持、消费升级与智能化产品创新驱动下,室内 ...
火了600年的真顶流,迎来了“百岁生日”
3 6 Ke· 2025-10-01 02:51
在向世人开放的100年中,故宫已经不只是历史的象征,还真正融入现代人的生活。人们了解它的过去,也参与塑造它的现在和未来。 如果在中国文化的无数符号里只挑选一个作为代表,故宫大概最有资格。它是明清两代的皇宫,是世界文化遗产,更是世界上规模最大、保存最完整的古 代木结构皇宫建筑群。在当代,它是接待观众最多的博物馆之一,是互联网语境下持续出圈的超级文化IP。 经历了漫长岁月的故宫,在这个时代,热度依然持续走高。近年来,为了实现最佳承载量,故宫不得不实施每天4万人次的预约限流。暑假期间,故宫的 预约难度堪比春运抢票。 2025年是故宫博物院建院100周年,也是紫禁城建成605周年。两条时间线叠加在这片72万平方米的空间里,形成一种独特的时间张力。当代人既要守护古 建筑与藏品,又要用现代管理、数字技术与公众沟通,让故宫真正"活起来"。 (图/《如懿传》) 故宫是一座"活"的文物城,也是一部气象万千的美学宝典。它是了解中国文化的最佳入口,可以成为几代学者的研究课题。而对今天的年轻人来说,故宫 的"可玩之处"同样很多。你可以严肃地观看其中的建筑、文物,感受它的文化气息和历史深意,也可以在宫墙之内"撸猫""买谷",获得满满的 ...
Trupanion Grows in Pet Insurance Amid Rising Veterinary Care Costs
ZACKS· 2025-09-30 16:01
Key Takeaways Trupanion gained 14.8% in the first six months of 2025, outperforming the industry's 4.8% rise.TRUP aims 2025 revenues between $1.417 and $1.434B and operating income between $141 and $151M.Product launches, global expansion and solid capital support TRUP's growth in an underpenetrated market.Trupanion (TRUP) , a provider of insurance for cats and dogs in the United States, Canada, Continental Europe and Australia, operates in a total addressable market worth more than $34.1 million, which is ...
东盟学者记者在浙江感受科技助力发展生动实践
Xin Hua She· 2025-09-30 13:50
新华社记者刘梓漪、刘铭翔 宇树科技的机器人伴随动感音乐跳街舞,云深处的机器狗原地后空翻稳稳落地,浙江人形机器人创新中 心的机器人化身指挥家……在刚刚闭幕的第四届全球数字贸易博览会上,印度尼西亚拉贾瓦里电视台的 新闻记者奥利维娅·费拉里边用手机记录边赞叹:"中国的人工智能和机器人太多样、太不可思议了!" 9月23日至29日,来自马来西亚、印度尼西亚、老挝、越南、缅甸等东盟国家的智库学者、媒体记者参 访团,走进浙江杭州、金华、湖州等城市,沉浸式感受科技助力发展的生动实践。 "这款吹风机多少钱?""拿货价格是48元人民币。"在义乌国际商贸城,奥利维娅借助AI翻译设备,用印 尼语与中国老板李军无碍沟通,顺利完成购物。她说:"AI翻译机很有意思,不同国家的人都能用母语 顺利购物。" 能拍照录视频的AI眼镜、带实时翻译功能的AI耳机、可实时答疑解惑的AI手表……义乌国际商贸城内 还有很多科技产品。李军说,AI技术已深度融入日常销售,不仅可用于与外国顾客的交流,还可提供 有效的销售策略。 9月25日,在第四届全球数字贸易博览会上,印度尼西亚拉贾瓦里电视台的新闻记者奥利维娅·费拉里为 电视台录制视频。新华社记者 刘梓漪 摄 ...
鱼跃医疗九月全球布局提速:亮相9场海外展 成立印尼分公司
Jiang Nan Shi Bao· 2025-09-30 12:03
Core Viewpoint - Yuyue Medical is accelerating its globalization strategy, with significant actions taken in September 2023, including the establishment of a subsidiary in Indonesia and participation in major medical exhibitions across nine countries, highlighting its commitment to expanding its international presence [1][2]. Group 1: Financial Performance - In the first half of 2023, Yuyue Medical reported a revenue of 4.659 billion yuan, representing a year-on-year growth of 8.16%, with overseas business revenue reaching 607 million yuan, up 26.63%, accounting for 13.03% of total revenue [1]. Group 2: Market Expansion - The establishment of the Indonesian subsidiary marks a strategic move following success in the Thai market, targeting the Southeast Asian region where approximately 90% of medical devices are imported, and the market is projected to grow at a compound annual growth rate of 10.8% from 2021 to 2026 [2]. - Yuyue Medical aims to strengthen collaboration with medical institutions, build distribution networks, and enhance after-sales service in Indonesia, leveraging its experience from the Thai market [2]. Group 3: Product Innovation and Strategy - The company is focusing on three core directions: globalization, digitalization, and wearability, with over 30 innovative products launched, including IoT-enabled devices and AI health management solutions [2]. - Yuyue Medical plans to establish branches in Europe, South America, and the Middle East, and is set to create its first shared service center in the Netherlands to improve global operational efficiency [3]. Group 4: Industry Outlook - The global medical device market is expected to reach $899.2 billion by 2030, while the home healthcare device market is projected to exceed $80.37 billion by 2033, indicating significant growth opportunities for Yuyue Medical [3].
中国电建(601669):动态跟踪点评:能源电力订单同比增长,海外业务持续开花结果
Western Securities· 2025-09-30 10:36
Investment Rating - The report maintains a "Buy" rating for the company [5][11] Core Views - The company has signed 3,579 new energy and power projects with a total contract value of 516.24 billion RMB from January to August 2025, representing a year-on-year increase of 14.3% [1] - The overseas business has shown rapid growth, with new contracts amounting to 179.84 billion RMB, up 21.9% year-on-year [2] - The company has achieved significant growth in its electricity investment and operation business, with a total installed capacity of 35.16 million kilowatts as of June 2025, including wind power capacity of 10.83 million kilowatts, solar power capacity of 13.04 million kilowatts, and hydropower capacity of 7.09 million kilowatts [3] Summary by Sections Business Performance - The company signed 692 new hydropower projects with a contract value of 123.54 billion RMB, up 58.88% year-on-year, and 811 new wind power projects with a contract value of 166.26 billion RMB, up 61.27% year-on-year [1] - In August alone, the company signed 24 projects with individual contract values exceeding 500 million RMB, an increase of 2 projects from the previous month [1] Financial Forecast - The company is expected to achieve net profits attributable to shareholders of 12.30 billion RMB, 13.50 billion RMB, and 13.89 billion RMB for the years 2025, 2026, and 2027 respectively, with year-on-year growth rates of 2.4%, 9.8%, and 2.9% [3][4] - The projected earnings per share (EPS) for the same years are 0.71 RMB, 0.78 RMB, and 0.81 RMB [3][4] Key Data - The company's revenue is projected to grow from 608.44 billion RMB in 2023 to 733.55 billion RMB in 2027, with a compound annual growth rate (CAGR) of approximately 5.5% [4] - The price-to-earnings (P/E) ratio is expected to decrease from 7.4 in 2023 to 6.9 in 2027, indicating a potentially undervalued stock [4]
广药集团与分众传媒达成战略合作
Zheng Quan Shi Bao Wang· 2025-09-30 09:35
Core Viewpoint - Guangzhou Pharmaceutical Group Co., Ltd. (referred to as "Guangzhou Pharmaceutical") has officially signed a strategic cooperation agreement with Focus Media (002027), marking a significant integration between the pharmaceutical health and media sectors [1] Group 1: Strategic Cooperation - The strategic partnership aims to leverage the resource advantages of Focus Media to support Guangzhou Pharmaceutical's modernization, digitalization, technological advancement, and international development [1]
【环球财经】德国汉莎计划五年内裁员4000人
Xin Hua She· 2025-09-30 09:35
新华财经北京9月30日电德国汉莎集团9月29日说,尽管预计今后几年航空旅行需求旺盛、利润增加,但在人工智能、数字化和业务整合的共同作用下,集团 仍计划在2030年前裁撤4000个职位。 美联社引述汉莎集团的声明报道,集团预测"数字化与人工智能带来的深刻变革"将提升各业务领域及业务活动的效率。另外,集团还采取措施深化旗下各航 空公司间的业务整合,"正在评估未来哪些业务活动将不再必要,例如因工作内容重复而产生的冗余业务"。声明说,将要裁撤的大部分岗位位于德国,主要 为行政岗位。 2022年1月17日,两架汉莎航空公司的飞机抵达德国法兰克福机场。新华社记者逯阳摄 汉莎集团旗下有汉莎航空、奥地利航空、瑞士国际航空和布鲁塞尔航空等多家航空公司。 依据集团说法,由于飞机及发动机供应链紧张,航班数量受到限制。不过,目前航空旅行需求旺盛,这令航班载客率较高,推动营收增长。公司预计今后五 年内"盈利能力将显著提升"。 集团正筹备"公司历史上规模最大的机队更新计划",预计到2030年将新增逾230架飞机,其中包括100架长途客机。(荆晶) (文章来源:新华社) ...