截至9月30日，爱司凯股东户数1.03万，较上期减少10.48%；人均流通股14534股，较上期增加15.73%。 2025年1月-9月，爱司凯实现营业收入1.20亿元，同比减少2.24%；归母净利润-1984.52万元，同比减少 106.60%。 分红方面，爱司凯A股上市后累计派现2672.00万元。近三年，累计派现576.00万元。 责任编辑：小浪快报 资料显示，爱司凯科技股份有限公司位于广东省广州市越秀区东风东路745号东山紫园商务大厦1505 室，成立日期2006年12月18日，上市日期2016年7月5日，公司主营业务涉及工业化打印产品的技术研 发、生产销售和服务解决方案。主营业务收入构成为：专用设备制造业100.00%。 爱司凯所属申万行业为：机械设备-专用设备-印刷包装机械。所属概念板块包括：小盘、云计算、3D打 印、粤港澳等。 1月12日，爱司凯盘中下跌2.00%，截至09:49，报32.75元/股，成交9324.65万元，换手率1.85%，总市值 49.04亿元。 资金流向方面，主力资金净流入5.16万元，特大单买入914.94万元，占比9.81%，卖出1164.44万元，占 比12.49%； ...

Core Insights - The financial technology sector is experiencing significant growth, with the China Securities Financial Technology Theme Index rising over 1.5% as of January 12 [1] - AI financial concept stocks are leading the gains, with companies like Tuolisi and Puyuan Information increasing by over 10% [1] - The best-performing financial technology ETF (159851) has seen its price rise over 2%, reaching a new high since November 2025, with trading volume exceeding 200 million yuan [1] Policy, Technology, and Business Dynamics - Current trends indicate a threefold resonance of policy, technology, and business reshaping the growth logic of the financial technology industry [3] - Policy drivers are shifting from compliance to self-control, with the deepening of the "Financial Technology Development Plan (2022-2025)" promoting the domestic replacement of core systems, databases, and middleware [3] - Technological innovation is leading to a transformation in underlying architecture, with a significant increase in cloud computing adoption among financial institutions; by 2025, approximately 75%, 85%, and 90% of institutions are expected to complete cloud deployment for core business systems, office systems, and peripheral business systems, respectively [3] - AI is rapidly penetrating core business areas, driving the industry from rule-based operations to intelligent decision-making, with brokerages accelerating the construction of high-speed trading and GPU-accelerated systems to achieve microsecond-level latency control [3] - The upgrade in business demand is becoming a value creation engine, with emerging business scenarios like wealth management and inclusive finance pushing IT investment from "rigid expenditure" to "structural growth" [3] Investment Opportunities - The financial technology ETF (159851) and its linked funds (Class A 013477, Class C 013478) are recommended for investment, covering a wide range of themes including internet brokerages, financial IT, cross-border payments, AI applications, and Huawei's HarmonyOS [3] - The financial technology ETF (159851) has an average daily trading volume of 800 million yuan over the past six months, indicating strong liquidity, which is the highest among eight ETFs tracking the same index [3]

Core Insights - The financial technology sector is experiencing significant activity, with the CSI Financial Technology Theme Index rising over 1.5% as of January 12 [1][7] - AI financial concept stocks are leading the gains, with notable increases in stocks such as Tuolisi and Puyuan Information, which rose over 10% [1][7] - The best-performing financial technology ETF (159851) has seen its price increase by over 2%, reaching a new high since November 2025, with trading volume exceeding 200 million yuan [1][7] Policy, Technology, and Business Dynamics - Current policies, technology advancements, and business needs are reshaping the growth logic of the financial technology industry [3][9] - The implementation of the "Financial Technology Development Plan (2022-2025)" is accelerating the domestic replacement of core systems, databases, and middleware [6][12] - Financial institutions are increasingly adopting cloud computing, with projections indicating that by 2025, approximately 75%, 85%, and 90% of institutions will have completed cloud deployment for core business systems, office systems, and peripheral business systems, respectively [6][12] Investment Opportunities - Investors are encouraged to focus on the financial technology ETF (159851) and its associated funds (Class A 013477, Class C 013478), which cover a wide range of sectors including internet brokerage, financial IT, cross-border payments, AI applications, and Huawei's HarmonyOS [4][10] - The financial technology ETF (159851) has an average daily trading volume of 800 million yuan over the past six months, indicating strong liquidity compared to other ETFs tracking the same index [4][10]

数据中心光纤是现代数据中心高速数据传输的核心基础设施，凭借其高带宽、低损耗、抗干扰等优势， 成为支撑云计算、大数据、人工智能等技术的关键载体。 单模光纤（如OS2）芯径细（约9微米），仅允许单一模式光传输，适用于长距离、高带宽场景，如跨 楼层或跨数据中心互联，支持10公里以上传输，损耗低至0.2dB/公里，可满足100Gbps甚至400Gbps速率 需求。 高速光模块：QSFP28、QSFP-DD等模块支持100Gbps至400Gbps传输，采用PAM4调制技术提升频谱效 率，满足5G、AI等场景的巨量数据交互需求。 优化布线架构：脊叶架构（Leaf-Spine）通过脊层与叶层交换机分离，实现东西向流量低延迟直达，扩 展性强，可容纳数千台服务器，成为大型数据中心首选。 新型光纤技术：空芯光纤通过空气芯传输光信号，损耗低至0.1dB/公里以下，理论支持全波段传输，且 具备低时延、低非线性等特性，有望颠覆传统光纤，微软已计划部署1.5万公里空芯光纤用于智算中心 互联。 当前，数据中心光纤市场持续增长，预计到2032年规模将达607.5亿美元，年复合增长率12.99%，主要 驱动因素包括云计算普及、AI模型训练需求 ...

Core Insights - The BOSS (Business Operation Support System) is crucial for telecom operators, integrating business and operational support systems, and is evolving rapidly with the advent of 5G and cloud services [1][12] - The market size of China's BOSS system industry is projected to grow from 177.1 billion yuan in 2014 to 255.43 billion yuan in 2024, with a compound annual growth rate (CAGR) of 3.73% [1][12] - By 2025, the market size is expected to reach 264.14 billion yuan, emphasizing the increasing investment in BOSS systems by telecom operators [1][12] Industry Overview - The BOSS system encompasses customer service, business operations, and management, focusing on key operational tasks like customer service and billing [4] - The system consists of four main functional modules: billing and settlement, business accounting, customer service, and decision support [4] Industry Development History - The BOSS system has evolved since the 1980s, initially focusing on basic billing and user management, and has integrated more functionalities over the decades [8][9] - The introduction of cloud computing and SaaS models from 2005 to 2010 significantly impacted the architecture and service delivery of BOSS systems [9] Market Size and Growth - The BOSS system market in China is expected to grow significantly, with the operational maintenance segment accounting for 207.1 billion yuan of the 255.43 billion yuan market size in 2024 [13] - Telecom business revenue in China is projected to increase from 1.13 trillion yuan in 2015 to 1.74 trillion yuan in 2024, with a CAGR of 4.91% [10] Key Players - Major companies in the BOSS system industry include AsiaInfo Technologies, Oriental Communications, Tianyuan Dike, and China Mobile, among others [2][11] - AsiaInfo Technologies is a leading provider in the sector, focusing on digital transformation and cloud services [14] Future Trends - The BOSS system is expected to transition towards a platform-based model, enabling telecom operators to quickly deploy new services and integrate with third-party applications [16] - AI and big data analytics will play a crucial role in enhancing real-time decision-making capabilities within BOSS systems [17] - The cloudification of BOSS systems will lead to a unified operational framework, breaking down silos and improving operational efficiency [18]

曾经因80亿注册资本轰动行业、又在2024年底陷入欠薪停摆风波的博瑞晶芯，近期似乎正悄然回归。 自2014年大基金出台，中国就兴起了一股芯片创业潮。尤其在2019年美国将华为加入黑名单后，本土芯片创 业潮双倍加速。从魏少军教授过去几年在ICCAD上发布的数据，我们可以一窥国内的芯片热。 统计数据显示，2019年，全国共有1780家芯片设计企业，比2018年增长了4.8%；进入2020年，中国芯片设计 企业增加到2218家，同比增长了24.6%；2021年再度增长26.7%到2810家。而截止到2025年，国内芯片设计企 业已经多达3901家。 除了本土的政策和美国对中国芯片产业步步紧逼影响外，人工智能崛起、ARM高性能产品表现优越，RISC-V 日渐成熟以及汽车的电动化和智能化，也是这波国产芯片创业潮的驱动因素。其中，ARM高性能芯片，无疑 是其中最亮眼的赛道之一。 作为全球领先的IP，ARM架构近年来已经得到了从嵌入式、移动端到PC、汽车以及服务器等高性能场景应用 的认可。尤其在服务器端，在人工智能等需求的推动下，高性能、低功耗的CPU需求逐渐成为主流。AWS和 Ampere Computing等海外企业的 ...

应急预案是应对自然灾害、事故灾难、公共卫生事件和社会安全事件的重要保障，其管理涵盖规 划、编制、衔接、审批、备案、培训、演练、评估、修订等全流程。 ●运用大数据、云计算、人工智能等信息化技术，推动省、市、县、乡四级应急预案数据互联互 通、动态更新 ●专项和部门应急预案每3年至少演练1次，自然灾害易发区域（点位）每年至少组织1次针对性演 练，矿山、危险化学品单位、人员密集场所经营或管理单位等，每半年至少组织1次演练 本报讯（四川日报全媒体记者 刘珩）近日，省政府办公厅印发《四川省突发事件应急预案管理实 施办法》（下称《办法》），旨在规范全省突发事件应急预案管理，强化预案针对性、实用性和 可操作性。该《办法》共9章41条，2026年1月1日起施行，有效期5年。 《办法》明确，全省应急预案体系分为政府及其部门应急预案、单位和基层组织应急预案两大 类，按层级和场景细化不同预案的核心内容：省级预案侧重组织指挥与区域协同，市县级预案细 化处置流程与职责，乡镇（街道）预案聚焦先期处置，村（社区）预案可采用"一页纸预案"、应 急处置卡等简洁形式，突出实用性。 《办法》突出数智化管理导向，要求运用大数据、云计算、人工智能等信息 ...

● 本报记者 刘丽靓 国有企业改革深化提升行动迎来阶段性收官。1月9日，国务院国资委副主任李镇在国有企业改革深化提 升行动经验交流会上表示，截至目前，深化提升行动主体任务已基本完成，布局结构、科技创新、公司 治理、监管机制等方面向前迈出新的步伐。 "深化提升行动在时间上已经'收官'，但深化改革不能'收兵'。"李镇表示，在进一步深化国资国企改革 方案下发前，各单位要认真做好深化提升行动的总结，继续推动改革任务的深化，认真谋划好下一步改 革。 重组整合持续发力 改革深化提升行动的成效，首先体现在国有经济布局优化和结构调整上，近年来，国有经济向新质生产 力布局明显提速。 一方面，战略性重组和专业化整合持续发力。组建中国雅江集团、中国资环集团、中国长安汽车、中国 数联物流……一批服务国家战略全局的新央企应运而生。同时，一系列央企专业化整合也纵深推进，如 中国石油、南方电网整合涉及资产规模超千亿元；中国一汽、中国旅游集团完成动力电池、邮轮运营资 源整合；华润集团完成康佳集团专业化整合；中国五矿重组设立我国最大的钾盐企业等，着力推动产业 向重点领域、优势赛道集中。 地方国资同步发力，如河北、重庆、辽宁、内蒙古等地通过专业 ...

Core Viewpoint - The company, Luqiao Information, which was celebrated as a "pioneer in smart transportation," has been exposed for significant financial fraud, leading to a drastic decline in its reported profits and revenues within a year of its IPO [2][9][27]. Group 1: Financial Fraud and Impact - Luqiao Information inflated profits by over 37 million and revenue by more than 40 million over two years, with net profit plummeting from 22.81 million in 2024 to just 3.72 million in 2025 [2][6]. - The company's financial manipulation involved false contracts, fictitious sales, and premature revenue recognition, resulting in a total inflated profit of 37.76 million [6][8]. - Following the exposure of the fraud, the company faced a fine of 6 million, and key executives were penalized, highlighting a complete collapse of internal controls and raising serious doubts about the authenticity of its financial data and governance [9][25]. Group 2: Business Performance and Structure - Luqiao Information's revenue has stagnated between 200 million to 300 million over the past seven years, indicating a lack of market expansion and reliance on a limited customer base, with nearly 90% of revenue coming from Fujian province [14][10]. - The company's three main business segments experienced severe declines, with rail transit revenue dropping by 85%, smart parking by 36%, and highway traffic by 67% in the first half of 2025 [15][19]. - The company's financial performance has deteriorated significantly, with a non-recurring net profit of only 42,540 in 2024, a 91% year-on-year drop, and a 50% reduction in revenue in the first three quarters of 2025 [15][17]. Group 3: Future Prospects and Challenges - The financial fraud has severely damaged the company's credibility, making future financing and new orders, especially from outside its home province, highly challenging [25][21]. - The company raised 97.68 million during its IPO for projects like smart parking, but by September 2025, only 41% of the overall investment had been utilized, with less than 10% for the smart parking project [22][23]. - The ongoing legal repercussions, including potential investor lawsuits and the risk of being delisted, pose significant threats to the company's future operations and viability [25][26].

Group 1 - The core focus of the company is on the research and production of efficient liquid cooling heat exchange equipment for data centers [1] - The global data center market is expected to continue expanding due to the increasing maturity and widespread application of technologies such as artificial intelligence and cloud computing [1] - The company aims to closely monitor industry development trends and leverage its technological accumulation and production capacity to seize market opportunities and promote steady business growth [1]