数字经济

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13只万亿股,4只“深圳造”
第一财经· 2025-08-30 15:14
Core Viewpoint - The article discusses the expansion of the "trillion market value club" in A-shares, highlighting the emergence of 13 companies with a market value exceeding 1 trillion yuan, reflecting the growth and strength of the Shenzhen market and its companies [3][4]. Group 1: Market Overview - As of August 29, 2025, the A-share market has 13 companies with a market value exceeding 1 trillion yuan, including major state-owned banks and other significant enterprises [3][5]. - Shenzhen has become a hub for these high-value companies, with four of them headquartered there, showcasing the city's robust industrial and financial sectors [4][6]. Group 2: Company Performance - Industrial Fulian's market value reached 1.07 trillion yuan, marking its first time surpassing this threshold, with a significant stock price increase of over 120% since July [8]. - BYD achieved record production and sales in 2024, with revenues of 77.71 billion yuan and net profits of 40.25 billion yuan, while also surpassing Tesla in revenue for the first half of 2025 [9][10]. - China Merchants Bank and Ping An Insurance reported market values of 1.09 trillion yuan and 1.03 trillion yuan, respectively, with both companies showing resilience in their financial performance despite market challenges [10]. Group 3: Shenzhen's Economic Landscape - Shenzhen's financial sector is a key driver of its economy, contributing approximately 12.8% to the GDP, with significant growth in financial services [13]. - The city has a high concentration of technology and growth-oriented companies, with over 50% of its listed companies being in the tech sector, which has attracted substantial investment [14][16]. - Shenzhen's government actively promotes the listing of companies, implementing policies to enhance the support for businesses aiming for public offerings [16][17].
宿迁观察丨京东与宿迁的“双向奔赴”
Sou Hu Cai Jing· 2025-08-30 14:28
深度合作,双向奔赴。如今,京东集团不仅积极参与宿迁新质生产力的培育,还持续赋能消费新场景的打造,已成为推动宿迁高质量发展的重要引擎之一。 与此同时,宿迁也发展成为京东集团在全国范围内业态最完整的基地之一。 从携手到互信—— 超200亿元助力宿迁打造"电商名城" "你好,京东客服很高兴为您服务。"8月28日,在京东集团全球客服中心,接线声此起彼伏。放眼望去,处处是年轻且充满活力的面孔。他们面带笑容,耐 心为消费者解决问题。 2009年,京东集团首批客服团队入驻宿迁。在市委、市政府的支持下,京东集团先后投资超60亿元,分三期建成全球客服中心,目前约有2万名员工在此服 务全球消费者。 (速新闻记者 吴兆刚 实习生 陈宣彤)8月30日,宿报优选·京东全球购跨境体验店(宿迁馆)和京东折扣超市宿迁经开区希望城店、沭阳中央商场店、泗洪 吾悦广场店、泗阳润迪·阳光里生活广场店同步开业,商品品类覆盖生活方方面面,激发城市消费新活力。这是京东集团融入宿迁发展的最新成果。 从离乡到回乡,京东与宿迁始终同行。自2009年将全球客服中心落户宿迁以来,京东集团持续加大在宿迁的投资力度,项目覆盖零售、物流、科技、健康、 工业等多个板块,并 ...
2025数博会落幕 谋划100个项目引资超463亿元
Zhong Guo Xin Wen Wang· 2025-08-30 14:07
中新网贵阳8月30日电 (记者张伟蒲文思)2025中国国际大数据产业博览会(简称,2025数博会)于30日在 贵州贵阳落下帷幕。2025数博会期间,海内外各方聚焦数据产业、算力产业、人工智能等领域进行供需 对接,谋划100个数字经济项目,吸引投资463.36亿元(人民币)。 2025数博会以"数聚产业动能智启发展新篇"为主题,重点举办专业展览,配套举办开幕式、交流活动、 行业赛事及系列特色活动等,吸引海内外1.6万余人参会,包括31个国家的168名外宾;375家海内外参 展,其中境外参展企业30家;展出新产品、新技术、新方案1300余项,观展9.1万人次。 "数博会给我们提供了很多很好的具有启发性的想法,能够促进数据的流通和共享以及数据空间的打 造。"国际数据空间协会首席执行官拉斯·纳格尔说,希望与各方进行更多的对话和数据的分享。 "2025数博会让参展企业感受到大数据、人工智能等领域的前沿突破。这场突出'国际化''专业化''产业 化'的展会,为各方搭建了对接客户、寻求合作、展示成果的优质平台,真切体会到数字经济的活 力。"浪潮软件集团智慧消防产品总监朱明珂告诉中新网记者,数博会不只是开阔视野的窗口,更是精 ...
【年内科创板一路领涨】
Xin Lang Cai Jing· 2025-08-30 09:03
Core Viewpoint - The recent performance of the STAR Market (科创板) has outpaced other sectors, driven by industrial prosperity and capital allocation, with expectations for continued structural strength despite potential short-term volatility [1][2]. Group 1: Market Performance - As of August 28, the STAR 200, STAR 100, and STAR 50 indices have increased by 51.01%, 43.47%, and 31.71% respectively year-to-date, leading all sector indices [1]. - The STAR Market is characterized as a "technology bull" market, significantly outperforming other sectors due to its focus on technology innovation [1][3]. Group 2: Industry Drivers - The surge in the STAR Market is attributed to high demand in "hard technology" sectors, particularly driven by the explosion in AI computing power, which has positively impacted sub-sectors like computing chips and optical modules [1][2]. - The STAR Market includes leading companies in chip design and development, such as Cambrian (寒武纪) and Haiguang Information (海光信息), which are benefiting from a strong domestic demand for high-end chips [2]. Group 3: Capital and Policy Support - There has been a significant increase in capital allocation towards the STAR Market, with daily turnover and trading volume rising, and the STAR Market ETF surpassing 250 billion yuan [2]. - Continuous policy and institutional benefits are being released, enhancing market confidence in the "hard technology" ecosystem [2]. Group 4: Future Outlook - The STAR Market is expected to maintain its structural strength, supported by accelerating industrial fundamentals and abundant capital, with over 10 trillion yuan of potential funds anticipated to enter the market [4]. - However, there are concerns regarding valuation pressures, as the overall PE ratio for the STAR Market exceeds 62 times, indicating potential volatility due to high valuations [5].
上合组织天津峰会|科技合作:一段代码的数字经济新未来
Huan Qiu Wang Zi Xun· 2025-08-30 07:51
来源:新华社 0:00 2020年,乌兹别克斯坦正式批准《数字乌兹别克斯坦-2030》战略,旨在促进乌兹别克斯坦的数字产业 发展。中科锐眼(天津)科技有限公司总经理赵洪宇敏锐捕捉到这一合作契机,带领企业主动融入乌兹 别克斯坦的数字化浪潮。 起初,在开发这个平台时,工程师翻开技术文档,发现比代码更难破译的,是中乌语言体系的差异与沟 通时效的挑战。 作者:杨子春、郝杰 新华社音视频部制作 现在这个平台试运行期间已完成人工智能体约120轮模型训练,上线超过300项课程视频。 从数字人才培养到产业数据互通,天津与上合组织国家的合作,正从货物贸易的"有形通道",拓展到数 据流动的"无形网络"。 中科锐眼此前已积累了大量技术研发经验,团队用五个月时间完成了第一版平台搭建。 ...
透视半年报|中金公司:多项主要业务获突破 归母净利大增94%
Xin Jing Bao· 2025-08-30 07:37
Core Viewpoint - In the first half of 2025, CICC reported significant growth in both revenue and net profit, with net profit increasing by 94% year-on-year, outperforming most peers in the industry [1][2]. Financial Performance - CICC achieved operating revenue of 12.83 billion yuan, a 44% increase year-on-year, and a net profit attributable to shareholders of 4.33 billion yuan, marking a 94% year-on-year growth [2]. - The return on equity (ROE) reached 4.2%, and total assets grew to 699.8 billion yuan [2]. - The growth was driven by increased net gains from financial instruments measured at fair value, along with higher commission income from brokerage and investment banking services [2]. Business Segments - Investment banking revenue saw a remarkable growth of nearly 150% year-on-year, with successful projects including IPOs for prominent companies like CATL and Haitian Flavoring [3]. - CICC maintained its leading position in the Chinese M&A market, executing significant restructuring projects [3]. - Wealth management services reached record highs in both product scale and advisory services, with total account assets valued at approximately 3.4 trillion yuan by the end of June [3]. Market Position and Strategy - CICC expanded its client base to over 13,000 institutional investors, maintaining the top market share in QFII business for 22 consecutive years [4]. - The company announced a cash dividend plan totaling 434 million yuan, proposing a dividend of 0.90 yuan per share [4]. Strategic Initiatives - CICC is actively pursuing high-quality development aligned with national strategies, focusing on five key areas: technology finance, green finance, inclusive finance, pension finance, and digital finance [5][6][7]. - In technology finance, CICC established over 10 funds and made more than 70 direct investments in innovative enterprises [5]. - The company ranked second in the industry for green bond underwriting and participated in significant green finance initiatives [6]. - CICC completed nearly 20 investments in the health sector and assisted in the issuance of perpetual bonds for pension insurance [6]. - In digital finance, CICC invested in key areas such as big data and blockchain, and opened a licensed branch in Dubai, enhancing its international presence [7].
中国国际大数据产业博览会数字丝绸之路·数字经济国际对接交流活动(闭门会)成功召开
Zheng Quan Shi Bao Wang· 2025-08-30 07:36
Group 1 - The core theme of the event is "Deepening International Cooperation to Explore New Opportunities for Digital Economy Development" [1] - The event aims to create a communication bridge between foreign enterprises and Chinese data system government departments, facilitating better participation of foreign companies in China's data factor market [1] - Liu Liehong, the head of the National Data Bureau, emphasized the establishment of a regular communication mechanism with enterprises to gather suggestions and promote development and cooperation [1] Group 2 - Foreign enterprises are recognized for their positive contributions to the high-quality development of China's digital economy and are presented with new opportunities arising from the marketization process of data factors in China [1] - The National Data Bureau encourages foreign companies to continue their operations in China and collaborate for mutual development [1]
从华强北柜台到港交所敲钟,这个梅林企业家的故事很励志
Nan Fang Du Shi Bao· 2025-08-30 04:16
在全球经济格局震荡、企业承压前行的时代,深圳福田梅林片区走出了一家优秀企业——凌雄科技(小 熊U租母公司)。其创始人胡祚雄,从华强北起步,到带领企业成为"中国DaaS(Device as a Service, 设备即服务)第一股",背后不仅是一个企业的进化史,也是一段与中国数字经济共同成长的深圳故 事。 华强北起步,因时因势转型 2004年,胡祚雄在华强北创立凌雄公司,从DIY电脑销售和二手电脑买卖做起,很快做到市场头部。 2008年互联网电商平台崛起,传统PC分销模式受到冲击,也正是在这时,一个偶然的租赁需求让他看 到了新方向:一家高交会参展企业问他——"能不能租电脑?" 2013年,凌雄科技推出IT办公设备长期租赁模式,让企业以"按月付费"的方式使用设备,并提供配套的 IT技术服务。数据显示,这种模式能帮助企业节省约97%的首期投入,在三年内将运营成本下降约 10%-30%。2017年,公司再进一步,推出IT设备回收服务。2018年,推出设备管理SaaS系统,逐步形 成"租赁+回收+技术服务+SaaS管理"的闭环DaaS服务模式。 这意味着,设备不再是"买来即用、用完即废",而是实现全生命周期管理。企业可 ...
幸福长沙“三重奏”
Chang Sha Wan Bao· 2025-08-30 03:27
Core Insights - Changsha has been recognized as the "most livable city" for 17 consecutive years, attributed to its vibrant urban development and innovative industries [6][7][9] - The city is enhancing its economic strength through advanced manufacturing and innovation, with a focus on building a modern industrial system [8][9] - Changsha is actively promoting itself as a global research and development hub, with significant investments in technology and talent [9][10] Economic Development - Changsha's economy is bolstered by seven trillion-level industrial clusters and three national-level advanced manufacturing clusters, ranking fifth among China's advanced manufacturing cities [8] - The city's GDP is projected to exceed 1.5 trillion yuan in 2024, laying a solid foundation for its development as a "happy city" [8] - The number of operating entities in Changsha reached 1.845 million, with a notable increase in specialized and innovative small and medium-sized enterprises [9] Innovation and Talent - Changsha is focusing on becoming a core technology innovation hub, implementing five major landmark projects to attract talent and foster innovation [9] - The city has introduced multiple talent policies to create a youth-friendly environment, with a total talent pool exceeding 3.15 million [9] Urban Development and Quality of Life - The city is enhancing its urban landscape by integrating natural beauty with modern urban design, aiming to attract over 200 million tourists and generate 200 billion yuan in tourism revenue by 2024 [12] - Changsha's cultural heritage is preserved through its historical sites and artifacts, contributing to the city's unique charm [13][14] - The city is recognized for its vibrant nightlife and culinary scene, with significant foot traffic in popular districts [14] Governance and Digital Economy - Changsha is advancing its digital governance capabilities, integrating AI and video resources to enhance urban management and public services [15][16] - The city has been awarded titles such as "leading smart city" and "digital economy new first-tier city," reflecting its commitment to efficient governance and quality of life [18][19]
行走天津看上合|百年工业之城在齿轮刻度里“上天入海” 创新脉搏持续跃动
Yang Shi Wang· 2025-08-30 03:25
Core Viewpoint - Tianjin, as a historical industrial base in northern China, is evolving into a "national advanced manufacturing R&D base," showcasing innovation and development in various sectors [1][27]. Group 1: Historical Industrial Development - Tianjin is recognized as the birthplace of modern northern Chinese industry, with a rich manufacturing heritage that has produced significant achievements over the years [1]. - The "Red Triangle" brand of soda ash, symbolizing progress in modern Chinese industry, broke the monopoly of foreign products and won a gold medal at the World Expo in its debut year [5]. - The city has been the birthplace of numerous "firsts" in New China, including the first domestically produced bicycle, the "Flying Pigeon," in 1950 [7][9]. Group 2: Current Industrial Landscape - Tianjin boasts 39 out of 41 major industrial categories in China, with a focus on advanced manufacturing and R&D [11]. - The Tianjin Economic Development Zone is assembling new-generation Long March rockets, highlighting the city's capabilities in high-tech manufacturing [11]. - The aerospace industry in Tianjin includes over 70 key enterprises, contributing to a comprehensive industrial chain with a significant output value [13]. Group 3: Technological Innovation - Recent advancements include the development of autonomous welding robots for marine engineering, which enhance efficiency and precision in manufacturing processes [17][19]. - Tianjin's R&D investment intensity reached 3.58% in 2024, ranking third nationally, reflecting the city's commitment to innovation [21]. - The Tianjin Supercomputing Center, home to the "Tianhe" supercomputer, supports various sectors, including oil exploration and biotechnology, with immense computational power [23]. Group 4: Sustainable Development Initiatives - Tianjin is actively promoting sustainable development through initiatives like the China-SCO Sustainable Development Industry Cooperation Conference and the 2025 SCO Digital Economy Forum [25]. - The city is transforming previously unproductive land into a green and energy-efficient urban environment, exemplified by the Sino-Singapore Tianjin Eco-City project [23].