Workflow
数字基础设施
icon
Search documents
国家数据局:我国数字基础设施处于世界领先地位
人民财讯8月14日电,今天,国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会, 国家数据局介绍"十四五"时期数字中国建设发展成就。相关负责人表示,"十四五"以来,我国数字基础 设施实现长足发展,在规模、技术等方面处于世界领先地位,算力总规模位于全球第二。"东数西算"工 程深入实施,促进了算力这一新质生产力的科学布局,八大算力枢纽节点5个在西部地区,有利于发挥 西部地区清洁能源优势,有效促进区域协调发展。 ...
X @外汇交易员
外汇交易员· 2025-08-14 02:08
国家数据局局长刘烈宏:中国数字基础设施在规模、技术等方面处于世界领先地位,截至2025年6月底,5G基站总数达到455万个,千兆宽带用户达2.26亿户,算力总规模位居全球第二。 ...
依米康(300249) - 300249依米康投资者关系管理信息20250812
2025-08-12 03:36
Group 1: Market Trends and Strategies - The company anticipates that overseas adoption of liquid cooling will accelerate, particularly in Europe and the U.S., with AI servers expected to enter the liquid cooling era by next year [1] - The company is focusing on expanding its overseas market presence, with orders already in Southeast Asia and plans to penetrate the Far East Asia-Pacific market [2] - The company has confirmed overseas order revenue of CNY 47.72 million for 2024, covering regions such as Malaysia, Singapore, Thailand, Vietnam, the Philippines, and Oman [3] Group 2: Product Development and Technology - The company offers a comprehensive liquid cooling solution, including various systems such as fluorinated and water-cooled plates, and has successfully deployed these solutions in the Middle East [4] - The company is developing products based on NVIDIA's NV72 architecture, leveraging its existing technology base for domestic market needs [2] - The liquid cooling solutions include features like rapid deployment and integration capabilities, ensuring a seamless transition from construction to operation [4] Group 3: Strategic Partnerships and Clientele - Key strategic clients include Alibaba, ByteDance, Huawei, Qinhuai, Baidu, and Tencent, with the company maintaining a healthy order situation and normal operational activities [5] - The company aims to enhance its ability to provide comprehensive solutions throughout the entire lifecycle of digital infrastructure, responding quickly to client needs [5]
股指期货:情绪整体积极股指期权:市场保持温涨观点-20250806
Zhong Xin Qi Huo· 2025-08-06 03:43
1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - The overall sentiment of stock index futures is positive, with the Shanghai Composite Index rising nearly 1% and financial stocks leading the gain, indicating signs of large - scale capital inflow. It is advisable to continue holding IM long positions [1][7]. - The stock index option market maintains a view of moderate growth. It is recommended to continue holding covered options to maintain positive delta and negative gamma exposures and obtain time - value decay benefits [2][7]. - The bond market shows differentiation. Short - term bonds may perform better, and there is a higher odds of steepening the yield curve in the medium term [3][9]. 3. Summary by Directory 3.1 Market Views Stock Index Futures - The basis of IF, IH, IC, and IM current - month contracts are - 8.45, - 1.33, - 37.84, and - 33.08 points respectively, with a month - on - month change of - 2.95, - 2.14, - 6.70, and - 5.19 points [7]. - The spreads between current - month and next - month contracts of IF, IH, IC, and IM are 13.0, - 1.6, 66.8, and 72.4 points respectively, with a month - on - month change of 0.6, - 1.4, 5.2, and 3.2 points [7]. - The total open interest of IF, IH, IC, and IM changes by 1005, 660, - 1806, and - 7110 lots respectively [7]. - The market continues to rise, and there are positive factors for the August market, such as pre - parade risk - preference support, limited impact of the earnings season, and potential benefits from a weaker US dollar [1][7]. Stock Index Options - The trading volume of the option market is 4.72 billion yuan, a decrease of 8.06% from the previous day. The liquidity continues to decline, but the trading volume of the broader market increases marginally [2][7]. - Most varieties' open - interest PCR continues to rise, and the skewness mainly declines, indicating that the market starts to trade the upward expectation again after a short consolidation [2][7]. - The implied volatility of varieties such as 50ETF, 300ETF, and MO fluctuates at a low level, and that of Shanghai 500ETF rises slightly. The low - level implied - volatility fluctuation may continue [2][7]. Treasury Futures - The trading volume and open interest of T, TF, TS, and TL current - quarter contracts change to varying degrees. The spreads between current - quarter and next - quarter contracts, cross - variety spreads, and basis also change [8]. - The central bank conducts 16.07 billion yuan of 7 - day reverse repurchases, with 44.92 billion yuan of 7 - day reverse repurchases maturing, resulting in a net withdrawal of 28.85 billion yuan from the open market [8]. - The long - end of treasury bonds performs better than the short - end, and the yield curve flattens. The loose funding situation is beneficial to the bond market, while the strong equity market and the release of pro - growth policies are negative factors for the bond market [3][8][9]. - Operation suggestions include being cautiously optimistic about trends, paying attention to short - selling hedging at low basis levels, appropriately paying attention to basis widening, and having a higher odds of steepening the yield curve in the medium term [9]. 3.2 Economic Calendar - The economic data to be released this week include the US factory orders month - on - month rate in June, the US ISM non - manufacturing PMI in July, China's trade balance in July, the UK central bank's benchmark interest rate in August, the US initial jobless claims for the week ending August 2, and China's M2 money supply annual growth rate in July [11]. 3.3 Important Information and News Tracking - 16 departments including the National Disease Control Bureau jointly issued the Implementation Plan for the Health Environment Promotion Action of the Healthy China Initiative (2025 - 2030) to promote the construction of a beautiful and healthy China [12]. - Seven departments including the central bank jointly issued the Guiding Opinions on Financial Support for New - style Industrialization, aiming to promote the deep integration of the digital economy and the real economy [12]. - Fed's Daly said that the time for interest - rate cuts is approaching, and two interest - rate cuts this year are still an appropriate adjustment. There may be fewer than two cuts, but more cuts are more likely [12]. - On the afternoon of August 5, the power load of the Chongqing power grid reached 30.28 million kilowatts, a new high this summer, an increase of 6.7% compared to last year's highest load [13]. - The World Semiconductor Trade Statistics Organization (WSTS) announced that the global semiconductor market size from January to June this year reached $346 billion, a year - on - year increase of 18.9% [13].
策略日报:沪指重返3600-20250805
Group 1: Market Overview - The A-share market showed a strong upward trend, with the Shanghai Composite Index returning to 3600, led by the military and robotics sectors. The total market turnover reached 1.61 trillion, an increase from the previous trading day, with all 31 Shenwan first-level industries rising and nearly 3700 stocks gaining [2][21] - Current market sentiment remains optimistic, with expectations for the index to continue rising until it surpasses the high point from October 8 of the previous year. Short-term support for the index is strong around 3420 points, which can be used as a reference for market strength [2][21] - The long-term upward trend is supported by recent policy shifts indicating a focus on fiscal spending directed towards households, such as the introduction of birth subsidies, which, while still less than those in developed countries, signal a shift in policy direction [2][21] Group 2: U.S. Market Insights - The U.S. stock market indices rebounded strongly, with the Dow Jones Industrial Average rising by 1.34%, the Nasdaq by 1.95%, and the S&P 500 by 1.47%. Market expectations are leaning towards a Federal Reserve rate cut in September, with strong buying interest driving the indices back into an upward trend [3][26] - The trade war has resulted in increased tariff revenues for the U.S., and the healthy state of household balance sheets allows consumers to manage the impact of moderate tariffs. In contrast, non-U.S. economies face risks due to previous currency appreciation affecting export revenues [3][26] Group 3: Policy and Industry Developments - The China Passenger Car Association has raised its forecast for 2025 passenger car retail sales growth to 6%, predicting total retail sales of 24.35 million vehicles and exports of 5.46 million vehicles, reflecting a 14% increase [40] - The Chinese government is enhancing support for emerging industries and digital infrastructure, including 5G and industrial internet, to prevent "involution" competition and promote high-quality development [40] - The European Union has not yet reached a consensus with the U.S. on a trade agreement, while Japan's government advisory group has recommended a significant increase in the minimum wage, marking the largest increase since 1978 [40]
阿里云将为达喀尔青奥会提供核心数字服务
Xin Hua She· 2025-08-02 15:17
Group 1 - Alibaba's cloud computing division, Alibaba Cloud, will provide digital infrastructure support for the 2026 Dakar Youth Olympic Games [1][3] - A signing ceremony was held in Hangzhou with representatives from the International Olympic Committee, Dakar Youth Olympic Games Organizing Committee, and Alibaba Cloud [3] - Alibaba Cloud will enhance event operational efficiency and digital interaction experience through a range of technologies [3] Group 2 - The digital torch technology from Alibaba Cloud, which was a highlight at the 2024 Gangwon Winter Youth Olympic Games, will also be featured at the Dakar Youth Olympic Games [3] - The Dakar Youth Olympic Games will be the first Olympic series event held in Africa, and the collaboration with Alibaba Cloud aims to ensure smooth event operations [3] - The event is scheduled to open on October 31, 2026, with competitions taking place in Dakar, Jamniya, and Saly, Senegal [3]
依米康:已形成数字基础设施产业的关键设备、智能工程、软件业务、智慧服务的四驱动全产业链布局
Zheng Quan Ri Bao Wang· 2025-08-01 12:13
Core Viewpoint - The company, Yimikang (300249), positions itself as a provider of green solutions for the entire lifecycle of digital infrastructure, emphasizing its comprehensive service offerings across various industries [1] Group 1: Company Overview - Yimikang has developed a four-pronged full industry chain layout, which includes key equipment, intelligent engineering, software business, and smart services [1] - The company's solutions cater to industries with demands for information technology, digitalization, and energy consumption management [1] Group 2: Industry Coverage - Yimikang's solutions are applicable across a wide range of sectors, including the internet, government, telecommunications, finance, energy, military, transportation, healthcare, education, and public welfare [1]
Essent .(ESNT) - 2025 H1 - Earnings Call Transcript
2025-07-29 08:30
Essentra (ESNT) H1 2025 Earnings Call July 29, 2025 03:30 AM ET Speaker0So good morning, all. Welcome to Essentia PLC Half Year Results for 2025. I'm Scott Fawcett, Chief Executive, delighted to be with you again, joined by Rowan Baker, our CFO, who will take us through financial highlights. So a quick summary from me as we start. So pleasing set of results.Market continues to be, I guess, best definition you've heard yesterday was choppy. So it's clearly not plain sailing still. There's still enough macroe ...
【正文】【声明】作出投资决定并自主承担投资风险,不应凭借本内容进行具体操作。【期货行情前瞻要点】
Guo Tai Jun An Qi Huo· 2025-07-28 02:06
1. Report Industry Investment Rating No industry investment rating is provided in the report. 2. Core Viewpoints of the Report Through macro - fundamental and technical analysis, the report forecasts the trends of various futures on July 28, 2025. Stock index futures are expected to oscillate strongly, while futures such as coking coal, glass, soda ash, polysilicon, lithium carbonate, alumina, industrial silicon, ferrosilicon, silicomanganese, silver, nickel, rebar, crude oil, PTA, PVC, methanol, and natural rubber are expected to oscillate weakly [1][2]. 3. Summary by Relevant Catalogs 3.1 Futures Market Forecast - **Stock Index Futures**: On July 28, 2025, stock index futures are expected to oscillate strongly. For example, IF2509 has resistance levels at 4147 and 4168 points and support levels at 4100 and 4080 points; IH2509 has resistance levels at 2817 and 2828 points and support levels at 2786 and 2771 points; IC2509 has resistance levels at 6260 and 6300 points and support levels at 6190 and 6150 points; IM2509 has resistance levels at 6663 and 6700 points and support levels at 6561 and 6521 points [2]. - **Bond Futures**: The ten - year Treasury bond futures main contract T2509 and the thirty - year Treasury bond futures main contract TL2509 are likely to oscillate strongly on July 28, 2025. T2509 has resistance levels at 108.32 and 108.46 yuan and support levels at 108.01 and 107.91 yuan; TL2509 has resistance levels at 118.3 and 118.6 yuan and support levels at 117.6 and 117.3 yuan [2]. - **Precious Metal Futures**: The gold futures main contract AU2510 is likely to oscillate weakly on July 28, 2025, with support levels at 768.6 and 766.8 yuan/gram and resistance levels at 776.8 and 778.7 yuan/gram. The silver futures main contract AG2510 is likely to oscillate weakly and test support levels at 9055 and 9008 yuan/kg, with resistance levels at 9392 and 9447 yuan/kg [2][3]. - **Base Metal Futures**: Copper, aluminum, alumina, zinc, and nickel futures are expected to oscillate weakly on July 28, 2025. For example, the copper futures main contract CU2509 will test support levels at 78500 and 78000 yuan/ton, with resistance levels at 79300 and 79700 yuan/ton [3]. - **Industrial and Energy Futures**: Industrial silicon, polysilicon, lithium carbonate, rebar, hot - rolled coil, iron ore, coking coal, ferrosilicon, silicomanganese, glass, soda ash, caustic soda, crude oil, PTA, PVC, methanol, natural rubber, and 20 - grade rubber futures are expected to oscillate weakly on July 28, 2025. For instance, the coking coal futures main contract JM2509 will test support levels at 1115 and the limit - down price of 1100.5 yuan/ton, with resistance levels at 1290 and 1294 yuan/ton [1][3]. 3.2 Macro - news and Trading Tips - **Domestic News**: The Chinese government has taken a series of measures, including promoting free pre - school education, initiating the establishment of the World Artificial Intelligence Cooperation Organization, and the release of the "Artificial Intelligence Global Governance Action Plan". From January to June, the total profit of industrial enterprises above designated size was 3436.5 billion yuan, a year - on - year decrease of 1.8% [9][10]. - **International News**: The US and the EU have reached a 15% tariff agreement, but the European Parliament's International Trade Committee is dissatisfied with the agreement. The US June durable goods orders preliminary value decreased by 9.3% month - on - month [14][15]. 3.3 Commodity Futures - related Information - The CSRC has approved the registration of linear low - density polyethylene, polyvinyl chloride, and polypropylene monthly average price futures on the DCE. The DCE and GQEX have introduced trading limit measures for coking coal and lithium carbonate futures, which are expected to cool down the over - heated market [15][16]. - The GQEX is promoting the research and development of photovoltaic module futures, platinum, palladium futures, and lithium hydroxide futures, which are expected to be launched this year [16]. 3.4 Futures Market Analysis and Forecast - **Stock Index Futures**: On July 25, 2025, the main contracts of stock index futures generally declined slightly. The four major indexes (CSI 300, SSE 50, CSI 500, and CSI 1000) have risen for 5 consecutive weeks. The Chinese capital market has established the China Capital Market Society, and the CSRC plans to revise the "Corporate Governance Guidelines for Listed Companies" [22][24][25]. - **Bond Futures**: On July 25, 2025, the main contracts of bond futures mostly declined. The central bank carried out a large - scale reverse repurchase operation and MLF operation, with a net investment of 6018 billion yuan and 1000 billion yuan respectively [50]. - **Precious Metal Futures**: On July 25, 2025, the gold futures main contract AU2510 declined slightly, and the silver futures main contract AG2510 rebounded weakly [58][63]. - **Base Metal Futures**: On July 25, 2025, base metal futures such as copper, aluminum, and zinc generally declined slightly [69][73][81]. - **Industrial and Energy Futures**: On July 25, 2025, coking coal, ferrosilicon, silicomanganese, and other futures rose strongly, while crude oil futures rebounded slightly [106][107][118].
共话中国经济新机遇丨专访:期待在多领域增进对华务实合作——访土耳其伊兹密尔市长图加伊
Xin Hua Wang· 2025-07-27 01:18
Core Viewpoint - The Mayor of Izmir, Turkey, emphasizes the desire for closer practical cooperation with China across multiple sectors, highlighting the city's strategic advantages in trade and investment opportunities [1][2]. Group 1: Economic Cooperation - Izmir is positioned as a key city for Chinese investors, offering tax incentives, R&D support, and export facilitation through its five technology parks, sixteen industrial parks, and three free trade zones [1]. - The city aims to deepen cooperation with China under the Belt and Road Initiative, focusing on economic, tourism, and cultural exchanges [1][2]. Group 2: Infrastructure and Technology - Izmir is advancing in smart water management, green buildings, and disaster-resistant infrastructure, aligning with the capabilities and technologies of Chinese enterprises [2]. - The city is keen on collaboration in digital ports, smart customs, and green transportation, seeking to enhance local infrastructure and promote high-quality development [1][2]. Group 3: Cultural and Historical Significance - As a significant port on the ancient Silk Road, Izmir holds a rich cultural heritage, and the Mayor expresses a commitment to preserving this heritage through cooperation with China [2]. - The cooperation with China is seen as vital for Izmir's positioning in global supply chains and for expanding Turkey's external partnerships in broader regions [2].