据悉，本次联席会议，五市公积金中心围绕落实《合作协议》，探索破解跨区域业务协同中的数据壁 垒、服务差异、风险管控等方面问题，深化建立了一系列区域间住房公积金政策趋同、服务协同、数据 共享、风险联防的体制机制。会议审议通过了"三制度一方案"，包括《住房公积金跨域风险联查联办制 度》《住房公积金跨域逾期贷款协同处置管理制度》《区域协同发展联合培训研讨制度》和《关于建立 住房公积金欠缴纠纷联合化解机制的实施方案》。 会议明确要加力提速推进五市住房公积金"同城化服务"。一是争取在今年底前实现缴存人在签约城市间 购买住房后办理异地购房提取或异地购房还贷提取，不再受职工户籍或缴存地相关条件限制。二是在今 年底前增加并形成首批合作城市通办服务事项清单，推进"跨域通办""同城化服务"，着力提升异地缴存 职工跨城办事的便利度和体验感，助力五市缴存职工实现"跨市安居"。同时，会议提出要积极探索区域 住房公积金信息系统平台互联互通和数据共享，推动实现更多业务异地无差别化办理，进一步推动省内 异地使用住房公积金协同性和便利化。 近段时间以来，多地住房公积金政策再迎优化，包括进一步拓宽使用场景、打破区域壁垒、扩大覆盖人 群等，住房公积 ...

近段时间以来，多地住房公积金政策再迎优化，包括进一步拓宽使用场景、打破区域壁垒、扩大 覆盖人群等，住房公积金的作用也进一步增强。 证券时报记者获悉，深圳、梅州、惠州、汕尾、东莞五市住房公积金区域协同发展第二次联席会议近日在梅州 召开。据了解，自2024年12月19日深圳、梅州、惠州、汕尾、东莞签署《推动住房公积金区域协同发展合作协 议》（简称《合作协议》）并召开第一次联席会议以来，五市公积金中心坚持以服务缴存职工为本，携手探索 推进住房公积金"政策趋同、业务协同、服务同城、信息互通、风险联防"的区域协同发展新路径，目前基本实 现五市住房公积金异地无差别服务、贷款互认互通、信息联查共享，为缴存职工异地使用住房公积金提供了极 大便利，为人才等要素跨区域自由流动和资源优化配置奠定了坚实基础。 据悉，本次联席会议，五市公积金中心围绕落实《合作协议》，探索破解跨区域业务协同中的数据壁垒、服务 差异、风险管控等方面问题，深化建立了一系列区域间住房公积金政策趋同、服务协同、数据共享、风险联防 的体制机制。会议审议通过了"三制度一方案"，包括《住房公积金跨域风险联查联办制度》《住房公积金跨域 逾期贷款协同处置管理制度》《区域 ...

Group 1 - The national data standardization technical committee is soliciting public opinions on seven technical documents related to integrated computing power network construction, including requirements for computing power networking and resource management [1][2] - The Central Committee and the State Council have issued opinions to deepen the market-oriented allocation of data elements, supporting Shenzhen in exploring data trading and trusted circulation mechanisms [2][3] - The National Development and Reform Commission emphasizes four key measures to promote high-quality development of the real economy through finance, technology, and data, while supporting Shenzhen's comprehensive reform pilot [3] Group 2 - Anhui Province has established a pricing mechanism for public data resources, allowing free access for public governance and charging fees for industrial use, with a focus on cost recovery and reasonable profit [4][5] - Shanxi Province is seeking public opinions on a draft implementation plan for data circulation safety governance, proposing specific safety management measures to ensure compliant data circulation [6][7] - Wuhan has released a three-year action plan for the development of the data labeling industry, aiming to establish several data labeling industrial parks and support small and medium-sized enterprises [7][8]

Core Viewpoint - The Guangdong-Hong Kong-Macao Greater Bay Area Public Computing Power Service Platform is set to launch in August 2023, aiming to facilitate the monitoring, scheduling, and operation of computing power resources, thereby enabling market-oriented operations of computing power [1] Group 1: Platform Overview - The platform integrates monitoring, scheduling, and operation of computing power resources [1] - It connects computing power resources from the Greater Bay Area to the national computing power monitoring and scheduling platform [1] - The platform is described as an "e-commerce platform for computing power transactions," allowing precise matching of supply and demand [1] Group 2: Stakeholder Benefits - Government entities can monitor and manage computing power resources through the platform [1] - Suppliers can join the platform to offer high-quality computing power [1] - Buyers can search for suitable computing power suppliers, lowering the barriers to accessing computing resources [1]

证券代码：300365 证券简称：恒华科技 北京恒华伟业科技股份有限公司 投资者关系活动记录表 编号：2025-003 投资者关系活动 类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称 国泰海通证券、国中长城资产、博润银泰、永颐资产、唐丰投 资、盈领投资、飞旋投资、本炎投资、宁波知远投资、明远投 资、汇垠德擎投资、中天汇富投资、厚毅资本、兴华基金、景 策私募基金、六妙星私募基金、北京风炎私募、元民私募基金、 硬核坚果（北京）私募基金、中关村科学城公司等 20 家机构 投资者。 时间 2025 年 6 月 12 日 地点 公司会议室 上市公司接待人 员姓名 董事会秘书 丰 丹 技术专家 陈少坤 证券事务代表 邓雅静 技术专家 孙敏杰 投资者关系活动 主要内容介绍 1、公司在智能电网、智慧能源领域是否参与过行业标准 制定？与同行业可比公司相比，公司在核心技术上具备哪些差 异化优势？ 答：在智能电网设计领域，公司深度参与行业标准制定， 彰显专业影响力。由公司及下属公司参与编制的《输变电工程 三维设计模型交互及建模规范》《输变电工程三维设计模型分 ...

Group 1 - The "Opinions" issued by the Central Committee and the State Council aim to deepen reform and expand openness in Shenzhen, enhancing its role in the Guangdong-Hong Kong-Macao Greater Bay Area and contributing to the modernization of the country [1] - The Opinions emphasize the need to improve financial services for the real economy, supporting Shenzhen in conducting integrated financial pilot projects for technology industries [1] - The Opinions propose reforms for the market-oriented allocation of data elements, including the establishment of trading rules and standards, and support for data trading and distribution mechanisms [1] Group 2 - Shenzhen-based company Dongfang Jiasheng Supply Chain Co., Ltd. aligns its business with the Opinions, focusing on data element marketization and service trade innovation [2] - Dongfang Jiasheng leverages its position in the Qianhai Free Trade Zone and Yantian Bonded Zone to implement a global center warehouse model for integrated storage management [2] - The company is experiencing rapid growth in its cross-border e-commerce logistics business, with a focus on building a multimodal transport network [2] Group 3 - Shenzhen-based company Shenkeda specializes in manufacturing new display process equipment for consumer electronics and semiconductor packaging, showcasing strong competitive advantages in the AI and advanced manufacturing sectors [3] - Shenkeda has established extensive collaborations with well-known domestic and international consumer electronics manufacturers, creating a robust industrial ecosystem [3] - The company is positioned to play a significant role in the implementation of policies, contributing to the advancement of new industries in Shenzhen and invigorating regional economic development [3]

Core Insights - The first "Xiong'an Future City Scenario Experience Week" is taking place in Xiong'an New Area, showcasing over 100 future scenarios and more than 500 advanced technology products, aimed at bridging new technologies with market applications [1][3] Group 1: Event Overview - The event lasts for 21 days and is held concurrently with the finals of the second Xiong'an Future City Scenario Competition, providing a platform for participants to showcase their works [1] - The experience week features 11 thematic areas including smart agriculture, aerial information, green low-carbon technologies, healthcare, robotics, and digital cities [1] Group 2: Smart Agriculture - The smart agriculture area includes a variety of technologies, such as a 10-ton unmanned tractor and a tiny smart agriculture chip, demonstrating future solutions for large-scale farming [1] - The "Fuxi Farm" focuses on how the post-2000 generation can engage in agriculture, showcasing a planting model of 3,000 to 5,000 acres per person [1] Group 3: Low-altitude Technology Applications - The low-altitude technology application area presents 26 scenarios and 32 technology products, addressing low-altitude flight management and providing services like weather updates and emergency alerts [3] - The "low-altitude + VR tourism" concept allows users to experience the beauty of Hebei from an aerial perspective [3] Group 4: Healthcare Innovations - The healthcare area features advanced technologies such as AI-assisted traditional Chinese medicine diagnostic devices, which analyze user data to generate personalized health management plans [4] - This project is a collaboration among Hebei University of Traditional Chinese Medicine, Hebei Puyin Intelligent Electronics Co., and local hospitals, highlighting the integration of AI in traditional healthcare practices [4] Group 5: Market Integration - The experience week serves as both an exhibition and a marketplace, allowing for real-time negotiations and selections of showcased products [4] - The combination of competition and experiential learning is a hallmark of the event, aiming to shorten the gap between vision and reality in technology application [4]

Group 1 - The core viewpoint of the news is the introduction of policies to deepen reform and innovation in Shenzhen, focusing on long-term capital development, support for Hong Kong-listed companies, and the promotion of artificial intelligence and low-altitude economy industries [1][2] - The National Development and Reform Commission emphasizes a systematic and coordinated approach to reform, addressing key issues that hinder high-quality development, such as technology transfer and efficiency [1][2] - Guangdong province will support Shenzhen in advancing education, technology, and talent reforms, aiming to create a globally influential industrial and technological innovation center [2][3] Group 2 - Shenzhen aims to focus on four key areas: tackling core technologies in artificial intelligence and low-altitude economy, implementing innovative reform measures, creating demonstration application scenarios, and nurturing technology innovation enterprises [3][4] - The Ministry of Science and Technology will enhance support for Shenzhen's participation in the Guangdong-Hong Kong-Macao Greater Bay Area's international technology innovation center, strengthening strategic technological capabilities [3][4] - Shenzhen will explore integrated reforms in education, technology, and talent, and implement a new mechanism for stable and efficient long-term investment in basic research [4]

Core Insights - The 18th International Solar Photovoltaic and Smart Energy Conference (SNEC PV+) was held in Shanghai from June 10-12, where Ant Group's Ant Financial Technology launched the "Energy Service Intelligent Agent" based on the EnergyTS time-series model, which significantly enhances investment decision-making efficiency by over 60 times compared to manual processes [1][2] - The recently implemented "Document No. 136" mandates that starting June 1, 2025, new renewable energy projects will participate in market trading for electricity pricing, which will be determined by market supply and demand rather than fixed benchmarks, raising the bar for renewable energy companies in terms of forecasting and decision-making accuracy [1] - The Energy Service Intelligent Agent covers three main scenarios: pre-investment decision-making, smart operations, and asset finance, enabling automated task planning and multi-agent collaboration through simple text commands [1][2] Pre-Investment Decision-Making - The intelligent agent can automatically generate project proposals, conduct economic assessments, perform sensitivity analyses, and optimize plans, reducing the investment calculation cycle from 2-3 days to just over ten minutes [2] - It produces detailed investment decision reports, enhancing the efficiency of the pre-investment phase [2] Smart Operations - In the smart operations scenario, the agent can automatically create comprehensive operational strategies, risk management strategies, and trading strategies, improving management efficiency and mitigating electricity price volatility risks [2] Asset Finance - The intelligent agent provides asset profiling analysis and evaluations for investors, offering asset yield enhancement measures and financing suggestions for energy companies [2] - It is set to be applied across various fields, including commercial photovoltaic, residential photovoltaic, energy storage, and integrated energy, with a recent partnership established with JA Solar for pre-investment decision-making applications [2] Technology and Model Performance - In March, Ant Group released the EnergyTS time-series model, which integrates industry-specific knowledge and multimodal data, enhancing the accuracy and effectiveness of task planning and tool invocation [2] - The model has demonstrated superior electricity generation forecasting accuracy compared to mainstream general time-series models from Google and Amazon in industry evaluations [2]

本周下游组件价格相对稳定，组件主流价格 0.66-0.67 元 /W ，较上周持平；电池价格小幅下降， 电池片主流价格 0.24-0.25 元 /W ，环比上周下降 0.01 元 /W 。展望后市，目前各硅片企业大多数处于 现金流亏损局面，另外，部分硅片企业有减产计划。因此，在供应减少和成本支撑下，硅片价格再度大 幅下跌概率较低。 （张博） 本周硅片价格小幅下跌，其中， N 型 G10L 单晶硅片 (182*183.75mm/130 μ m) 成交均价在 0.93 元 / 片，环比上周小幅下跌 2.11% ； N 型 G12R 单晶硅片 (182*210mm/130 μ m) 成交均价在 1.06 元 / 片，环 比上周小幅下跌 3.64% ； N 型 G12 单晶硅片 (210*210 mm/130 μ m) 成交均价在 1.26 元 / 片，环比上周 小幅下跌 3.08% 。 下游需求疲软，上游供应宽松，叠加原材料价格下行，是本周硅片价格承压运行的主要原因。具体 来看，需求端：随着新能源上网电价市场化，终端电站需求明显减弱，组件 - 电池 - 硅片整个产业链条 市场氛围转变明显，市场由开始的供不应求到按需 ...