Core Viewpoint - The collaboration between Qingdao Yehudi Menuhin School and Qingdao Unicom has successfully established a 5G-A smart network, enhancing the digital education experience in a modern campus that integrates Eastern and Western artistic elements [1][5]. Group 1: Technical Breakthrough - The school, which combines K12 education with professional music training, faced significant communication challenges due to its advanced acoustic architecture, which inadvertently created barriers for modern communication technologies [2]. - Qingdao Unicom formed a specialized team to address these challenges, identifying that the electromagnetic shielding in the building's soundproofing materials created signal blind spots, rendering traditional coverage solutions ineffective [2][3]. - A "zero interference deployment" plan was developed, allowing external antennas to be installed in acoustically sensitive areas without disrupting the sound environment, thus ensuring high-quality communication coverage [2][3]. Group 2: Innovative Solutions - To accommodate high-demand scenarios such as remote teaching and international meetings, Qingdao Unicom proposed a "precise weaving" coverage plan, utilizing a heterogeneous 4G/5G network and deploying 78 micro RF units across 20 functional areas [3]. - The deployment included over 40 4G/5G RRU devices and more than 1,400 omnidirectional antennas, creating a gigabit optical network channel with millisecond-level latency [3]. Group 3: Service Excellence - The technical team executed the network upgrade over a weekend, completing all adjustments within four hours to minimize disruption to the school's teaching schedule [4]. - The successful implementation of high-definition, uninterrupted international remote teaching marked a significant milestone in the school's digital transformation [4]. Group 4: Digital Transformation Benchmark - The campus now boasts full 5G-A network coverage, supporting over 10 hours of daily international video teaching and cross-ocean meetings [5]. - This technological achievement not only enhances communication but also signifies a broader trend of digital transformation in arts education, aligning with national strategies for educational openness [5].

Group 1 - The core point of the article is the signing of a memorandum of understanding between Codelco and Huawei Chile to explore collaboration areas and implement joint pilot projects aimed at enhancing Codelco's digital transformation and operational efficiency [1] Group 2 - The memorandum will focus on opportunities in areas such as automation and efficiency improvements through artificial intelligence, connectivity in open-pit and underground mining operations, cloud services, and technologies applicable to the mining process [1]

7月7日，天眼查商标查询信息显示，北京泡泡玛特文化创意有限公司于6月11日申请注册了"LAFUFU"商 标，国际分类为健身器材，当前商标状态为等待实质审查。一位泡泡玛特知情人士向澎湃新闻记者表示， LAFUFU商标属于主动防御性注册，目的是为了更好地打击侵权行为。 点评：泡泡玛特抢注商标防侵权，品牌保护意识较强。 1.为打击盗版，泡泡玛特抢注"LAFUFU"商标 2.宾利：部分机构或个人假冒"宾利总部"名义对外发布低价销售方案，严重扰乱市场秩序 7月8日，宾利品汇（厦门）供应链管理有限公司发布声明称，近期，公司发现市场上有部分机构或个人假 冒"宾利总部"名义，擅自对外发布低价销售方案，且未向总部报备。此类行为严重扰乱市场秩序，损害宾利 品牌的声誉，并侵害消费者及合法授权方的权益。 3.字节跳动否认甲骨文等收购TikTok美国业务 据《科创板日报》14日讯，针对市场传闻的字节跳动已同意将TikTok美国业务出售给由甲骨文牵头的美国财 团，自身保留少数股权一事，字节跳动方面回应《科创板日报》表示，该信息不实。字节跳动方面称，4月 份时候也有类似传言，字节跳动官方曾发布过否认声明。 点评：TikTok博弈持续，中美 ...

7月8日，杰创智能（301248）与杭州鑫蜂维科技正式签署战略合作协议，双方围绕AI数字生态共建与 城市数字化转型等领域展开深度合作，推动安全可信的算力基础设施部署与智能化应用落地。杰创智能 和鑫蜂维科技拟成立合资公司，重点发展算力集群建设与智算云服务业务，持续扩大智算云业务规模。 资料显示，杭州鑫蜂维科技是阿里巴巴的合资企业、钉钉全球首家共创公司。(人民财讯) ...

Group 1 - Hubei has launched a special action plan to accelerate the digital transformation of small and medium-sized enterprises (SMEs), focusing on three types of enterprises: lightweight transformation for micro-enterprises, large-scale transformation for enterprises above designated size, and integrated transformation for specialized and innovative enterprises [1] - The plan aims to address the pain points of SMEs in digital transformation, including lack of funding, talent, and technology, by providing financial support and encouraging the development of specialized financial products [1] - The provincial government will provide a maximum subsidy of 30 million yuan for each provincial pilot city and 8 million yuan for each pilot county to support digital transformation [1] Group 2 - By 2027, Hubei aims to promote digital transformation for over 10,000 SMEs, achieve more than 50 excellent smart factories, and ensure that over 50% of SMEs are cloud-based with a 75% rate of numerical control for key processes [2] - Hubei is the first province in the country to simultaneously carry out provincial-level city pilot programs for digital transformation, with financial support of up to 30 million yuan for each pilot city [2] - The city of Huangshi has focused on advantageous industries and gathered over 50 specialized service providers, creating an industrial internet park that has significantly improved operational efficiency for local SMEs [2]

羚锐制药（600285.SH） 连续 5 年营收利润双增，如何看待羚锐增长的持续性？ | 财务指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入（百万元） | 3,311 | 3,501 | 4,157 | 4,620 | 5,111 | | 增长率 yoy（%） | 10.3 | 5.7 | 18.7 | 11.1 | 10.6 | | 归母净利润（百万元） | 568 | 723 | 839 | 973 | 1,099 | | 增长率 yoy（%） | 22.1 | 27.2 | 16.2 | 15.9 | 13.0 | | ROE（%） | 20.3 | 23.5 | 24.7 | 25.0 | 24.4 | | EPS 最新摊薄（元） | 1.00 | 1.27 | 1.48 | 1.72 | 1.94 | | P/E（倍） | 23.5 | 18.5 | 15.9 | 13.7 | 12.1 | | P/B（倍） | 4.8 | 4.3 | 3.9 | 3.4 | 3.0 ...

Core Insights - Fujian Energy and Chemical Group is advancing its digital transformation with the launch of the second batch of "Smart Transformation" demonstration projects, focusing on health, safety, and environmental (HSE) information systems [1] - The global energy and chemical industries are accelerating their transition towards high-end, green, and low-carbon development [1] Group Management Reconstruction - The production command center features a 30-meter long curved 3D visualization screen that enhances management and decision-making efficiency through artificial intelligence [2] - The integration of digital twin technology in the "Energy and Chemical Brain" is facilitating the company's transition to digital management [2] - The company is updating its management mechanisms to optimize resource allocation and enhance core competitiveness through digitalization [2] Supply Chain Financial Integration - The supply chain financial integration system utilizes standardized and digital methods to monitor procurement, inventory, sales, costs, and funds, achieving end-to-end business cycle management [3] - The "Sunshine Procurement Platform" has been established to streamline procurement processes, reducing costs and enhancing oversight [3] Production Innovation - The company is leveraging AI technology to enhance production efficiency, with applications in production scheduling and efficient boiler combustion [4] - The AI-based coal transportation system at Shishi Thermal Power Co. enables continuous fault diagnosis and monitoring, optimizing boiler combustion and reducing emissions [4] - Since 2022, the company has developed nine intelligent manufacturing factories and has been recognized as a digital transformation pilot by the State-owned Assets Supervision and Administration Commission [4] Industry Chain Leap - The company is utilizing AI and IoT technologies to create a video monitoring system for remote construction site management, enhancing data collection and analysis [6] - Future initiatives will focus on digital R&D design and integrated intelligent optimization control to improve resource utilization and production efficiency [6] - The company aims to reconstruct the energy and chemical industry ecosystem through innovation-driven digital transformation, contributing to high-quality industry development [6]

Group 1 - The fifth "Qingshan Science and Technology Award" has been officially launched, focusing on the themes of "green, low-carbon, and sustainable" development [1] - The award will evaluate no more than 10 individuals, each receiving a monetary prize, targeting young researchers under 45 years old in fields such as materials science, chemistry, chemical engineering, environmental science, and energy science [1][2] - The application period for this award is from July 8, 2025, to September 26, 2025, with the winners expected to be announced in February 2026 [1] Group 2 - The award emphasizes the innovative application of digital technologies in relevant research topics, particularly in areas like artificial intelligence, big data, cloud computing, and industrial internet [2] - The Qingshan Science and Technology Award was initiated by Meituan in 2021 to encourage research in environmental protection and support the transformation of scientific achievements in green, low-carbon, and sustainable development [2] - A total of 39 young scientists have been funded through the award in its previous editions, with the youngest recipient being only 34 years old at the time of winning [2] Group 3 - Award winners have made significant breakthroughs in various fields, including smart temperature-regulating coatings, intelligent waste incineration, industrial smoke purification membranes, and innovative hydrogen production systems [3] - The Qingshan Science and Technology Award supports researchers in turning green and low-carbon concepts into reality through their scientific endeavors [3]

Summary of the Conference Call on Deep Sea Technology and Marine Economy Industry Overview - The marine economy in China surpassed 10 trillion yuan in 2024, accounting for 7.8% of GDP, with a contribution of 11.5% to GDP growth, indicating its significance as a key growth driver for the national economy [2][4] - The government has emphasized deep-sea technology in its work report, highlighting the importance of this sector in national strategy [4] Core Areas of Deep Sea Technology - Deep sea technology encompasses three main areas: 1. **Deep Sea Material R&D**: Focused on high-performance steel, alloys, and composite materials to address challenges in extreme environments [6] 2. **Deep Sea Equipment Manufacturing**: Involves underwater robots, detection equipment, and marine engineering equipment [6] 3. **Deep Sea Digital Applications**: Incorporates information and intelligent technologies in deep-sea operations [6] Investment Opportunities - Investment opportunities are concentrated in: 1. **Specialty Steel, Titanium Alloys, and Polymer Materials**: Companies like Baotai Co., Baose Co., and Gangyan Gaona are key players [10] 2. **Underwater Exploration Equipment**: Including underwater robots and detection radar systems [10] 3. **Shipbuilding and Military Equipment**: This sector is seen as a critical area for future growth [10] Regional Development Initiatives - Coastal provinces such as Shanghai, Guangdong, and Fujian have released development plans focusing on high-tech industries, including marine equipment and new energy [7] Global Strategic Importance - The global competition for deep-sea control is driven by the strategic significance of deep-sea regions, with 90% of the world's waters exceeding 1,000 meters in depth [8][9] Current Industry Trends - The marine equipment industry is currently experiencing high demand, particularly in the exploration sector, which has shown strong performance [11] - Offshore wind power installations are on the rise, with significant potential for deep-sea wind power construction and related infrastructure needs [12] Future Directions in Deep Sea Technology - The development of deep-sea technology is increasingly focused on digitalization and intelligence, with the marine electronic information industry transitioning towards networked and intelligent systems [13] - Underwater data centers are emerging as a key infrastructure, utilizing natural cooling to address heat dissipation issues while being cost-effective [14] AI Integration - The integration of AI in deep-sea technology is gaining traction, particularly in communication needs as deep-sea exploration advances [15]

Core Viewpoint - Digital transformation and intelligent development are essential for companies to adapt to the digital economy, enhancing core functions and competitiveness Group 1: Intelligent Value Chain - The company focuses on maximizing overall efficiency through the development of an "intelligent value chain" that emphasizes data-driven and AI-enabled production management [1] - It aims to optimize the enterprise resource planning (ERP) system and improve financial decision-making processes to ensure better resource allocation and faster performance improvement [1] - The company is enhancing its marketing strategies by improving market information systems and customizing production to meet specific demands [1] Group 2: Intelligent Product Chain - The company is committed to creating an "intelligent product chain" that enhances production efficiency through smart scheduling and command systems [2] - It aims to achieve a self-control rate of over 99.5% for its equipment and over 80% coverage of advanced control systems [2] - The company is expanding the use of industrial robots and AR technology to improve operational efficiency and reduce costs and risks [2] Group 3: Intelligent Asset Chain - The company is enhancing equipment management through intelligent systems, aiming for 100% predictive maintenance coverage for critical equipment [3] - It is implementing advanced online monitoring and corrosion prevention strategies to optimize maintenance planning and reduce costs [3] - The company is automating its power systems and transitioning from manned to unmanned operations [3] Group 4: Intelligent Innovation Chain - The company is focusing on technology innovation by leveraging AI and large models to assist in research and development processes [4] - It aims to create a comprehensive management system for intellectual property and enhance the efficiency of technology service capabilities [4] - The company is targeting the development of high-value products that meet domestic needs while aligning with international standards [4] Group 5: Intelligent Governance Chain - The company is modernizing its management mechanisms by establishing an AI management application matrix across all business lines [5] - It is promoting smart office solutions and creating a comprehensive application matrix for various business scenarios [5] - The company is enhancing data security measures and establishing a robust network to protect sensitive information [5]