（编辑 丛可心） 证券日报网讯 2月2日，天阳科技在互动平台回答投资者提问时表示，公司主要聚焦于人工智能、区块 链、云计算和大数据等新一代金融科技领域，为客户提供解决方案及服务，并在量子计算、AI智能 体、大模型等方面进行了深入布局和研发。 ...

（来源：青岛金融） 近日，兴业银行青岛分行凭借其创新的"基于大数据与人工智能的科技金融E贷项目"，在第四届青岛数 字金融创新大赛中脱颖而出，荣获"金融科技优秀项目"二等奖。这已是兴业银行青岛分行连续第四年在 该项赛事中荣获奖项，展现了其在金融科技领域的深厚积淀与持续创新力。 本届青岛数字金融创新大赛由中国人民银行青岛市分行、中共青岛市委金融委员会办公室、青岛金家岭 金融聚集区管理委员会联合举办，以"数领金融浪潮 智汇财富青岛"为主题。此次获奖，不仅彰显了业 界对兴业银行青岛分行在科技金融领域创新成果的充分肯定，也体现了其在运用数字技术破解中小微科 技企业融资难题、服务实体经济发展方面的引领作用。 据悉，"科技金融E贷"项目深度融合大数据、机器学习等前沿技术，通过对接本地征信数据、整合行内 外多源信息，构建了服务于科技企业的基础数据池。项目负责人表示，"我们打破了传统银行依赖财务 报表和抵押物的风控模式，构建了涵盖5个维度、14个一级指标的多维评价体系，更精准地识别企业的 创新价值。基于总行数据服务能力，结合'技术流'评价体系，依托精选指标评价体系这一核心支撑，通 过智能模型的持续训练与优化，显著提升对企业科创 ...

Core Insights - The article highlights the rapid growth and development of China's postal and express delivery industry, which has become the largest and most utilized network globally, with express delivery volume reaching 198.95 billion pieces, a year-on-year increase of 13.6%, and total revenue of 1.5 trillion yuan, up 6.5% year-on-year [1][13] Group 1: High-Quality Development - The 2026 National Postal Work Conference emphasizes "two promotions and three enhancements" as the core strategy for industry development, with a primary focus on promoting high-quality development [1][13] - High-quality development is seen as a necessary transition from scale expansion to value creation, as the industry adapts to new market conditions and consumer demands [1][14] - The domestic e-commerce market is shifting from "incremental expansion" to "deep cultivation of existing markets," necessitating a focus on quality improvement rather than just quantity growth [2][14] Group 2: New Growth Opportunities - Companies are encouraged to explore new value growth avenues by extending their services along the supply chain, moving beyond basic delivery services to areas like cold chain logistics and supply chain management [3][15] - The industry must shift from a competitive mindset of "dividing the pie" to "improving the pie together," focusing on quality, innovation, and customer experience [3][16] - Emphasis is placed on fostering new productive forces through technological innovation, integrating AI, big data, and IoT into business operations to enhance efficiency and service quality [4][16] Group 3: Efficient Governance - The article discusses the need for a governance upgrade from mere management to a multi-faceted approach involving government regulation, corporate self-discipline, and social collaboration [5][17] - Key strategies for effective governance include optimizing the business environment, innovating regulatory models, and enhancing corporate compliance [6][18] - Collaboration across the entire supply chain is essential, with a focus on shared interests and responsibilities among delivery companies, end-point networks, and franchisees [6][18] Group 4: Enhancing Rural Delivery Services - The National Postal Work Conference outlines three major tasks, including enhancing rural delivery service capabilities, which is crucial for improving network efficiency and supporting rural revitalization [20][21] - The rural delivery network consists of both public postal services and private delivery companies, emphasizing the need for a balanced approach to service provision [20][21] - New metrics for rural delivery services focus on accessibility, stability, and quality, ensuring that services effectively support agricultural and industrial product distribution [9][21] Group 5: International Delivery Service Capabilities - Improving international delivery service capabilities is critical for expanding market reach and enhancing resilience, aligning with China's status as a major global economy [10][22] - The article notes that two Chinese companies have entered the Fortune Global 500, and seven are in the China 500, indicating growing international competitiveness [10][22] - Strategies for enhancing international logistics include strengthening capabilities across the delivery process and optimizing organizational models for cross-border e-commerce [11][23] Group 6: Service Industry Capability Enhancement - Enhancing service capabilities is identified as a core driver for the transformation and value enhancement of the postal and express delivery industry [24] - The industry is urged to integrate logistics services with modern industrial systems, becoming an integral part of the supply chain rather than merely fulfilling logistics demands [24][25] - The focus on developing supply chain logistics and transitioning to comprehensive logistics providers is expected to create high-value service opportunities and support national modernization efforts [24][25]

Core Viewpoint - Guizhou Ansheng Energy Co., Ltd. is advancing high-quality "rich mine precision mining" through technological innovation, focusing on the construction of smart mines to achieve comprehensive automation in mining, transportation, and washing processes, thereby promoting the transformation and upgrading of coal enterprises for high-quality development in the new era [1][8]. Group 1: Technological Innovation and Investment - The company has invested 260 million yuan in smart coal mine construction since 2017, achieving 100% mechanization in coal mining and auxiliary production systems across all its coal mines [2][3]. - Key projects include the establishment of the first intelligent coal mining face in Southwest China at the Fa'er coal mine in 2018 and the first thin coal seam intelligent unmanned working face in Guizhou at the Xiaotun coal mine [2][3]. Group 2: Automation and Efficiency - The transition from "single-point intelligence" to "full-system collaboration" has led to a reduction in production personnel from 13 to 5, improving production efficiency by 10% [3][4]. - Each mine has reduced personnel by 150, saving 15 million yuan annually in labor costs while enhancing safety and economic benefits [4]. Group 3: Smart Mining Systems - The "5G + Smart Mine" system integrates 12 major systems, creating a data-centric, networked control platform that enhances safety and operational efficiency [5][6]. - The implementation of AI video analysis systems and real-time monitoring has improved safety measures, such as automatic shutdowns in hazardous situations [6]. Group 4: Key Technology Breakthroughs - The company has focused on overcoming industry bottlenecks by developing key technologies, such as the "110 method" and "2G N00 method," which have increased production by 146,000 tons and revenue by 116 million yuan [7]. - The introduction of advanced equipment like hydraulic supports and high-power coal mining machines has significantly improved mining efficiency and safety in complex geological conditions [8]. Group 5: Overall Impact on Workforce and Environment - The shift to smart mining has transformed the working environment, allowing workers to transition from high-risk roles to positions focused on equipment inspection and maintenance, enhancing their quality of life [4][8]. - The company's efforts in smart mining not only optimize underground working conditions but also ensure that every miner enjoys dignified labor and a happy life, contributing to the sustainable development of the coal industry [8].

Core Viewpoint - The Shanghai Municipal Political Consultative Conference emphasizes the continuous optimization and upgrading of the industrial system, focusing on the three leading industries: integrated circuits, biomedicine, and artificial intelligence, to drive traditional industries' transformation and upgrade [1][3]. Group 1: Industry Development - The three leading industries in Shanghai are expected to show significant performance by 2025, with manufacturing output projected to grow by 9.6%, including a 15.1% increase in integrated circuits and a 13.6% increase in artificial intelligence [4]. - The biomedicine sector is shifting focus towards innovative drugs and medical devices, with a historical high in the licensing-out of innovative drugs, indicating a strong potential for international market expansion [4][5]. Group 2: Talent and Financial Support - Attracting high-quality talent is crucial for the three leading industries, which are capital and talent-intensive. Shanghai aims to leverage its advantages to attract top global tech talent, particularly in AI [3]. - Financial support is essential for the development of emerging industries, with suggestions for establishing future industry funds to provide diverse financing services [6]. Group 3: AI and New Technologies - AI, big data, and blockchain are highlighted as key areas of focus, with AI's rapid development creating opportunities for traditional industries to transform and upgrade [7]. - The need for standardized systems in GPU and software development is emphasized, along with the importance of ensuring data security and compliance in AI applications through blockchain technology [8]. Group 4: Strategic Recommendations - A multi-layered approach is recommended for building a modern industrial system, focusing on accelerating mature sectors, nurturing growth sectors, and precisely identifying and rapidly deploying in frontier sectors [6]. - The integration of blockchain with AI is suggested to enhance data security and create new market opportunities, particularly in data processing services and compliance auditing tools [8].

Core Viewpoint - The Shanghai Municipal Political Consultative Conference emphasizes the continuous optimization and upgrading of the industrial system, focusing on the development of three leading industries and six emerging pillar industry clusters as part of the "14th Five-Year Plan" [1][3]. Group 1: Leading Industries - The three leading industries in Shanghai—integrated circuits, biomedicine, and artificial intelligence—are expected to perform well by 2025, with a focus on transmitting advantages to upstream and downstream industries and transforming traditional industries [3][4]. - By 2025, the manufacturing output value of the three leading industries is projected to grow by 9.6% year-on-year, with integrated circuits expected to increase by 15.1% and artificial intelligence by 13.6% [4]. Group 2: Biomedicine Sector - The biomedicine sector is experiencing a transition from chemical generic drugs to innovative drugs, with a focus on international market expansion for innovative drug products [5]. - Shanghai aims to encourage the gathering of companies aspiring to become global biomedicine enterprises, enhancing their commercialization capabilities [5]. Group 3: Emerging Pillar Industries - The construction of a modern industrial system involves multi-layered development, with mature sectors needing acceleration, growth sectors requiring nurturing, and frontier sectors needing precise identification and rapid layout [6]. - Financial support is crucial, including the establishment of future industry funds to provide diverse financing services [6]. Group 4: AI and Data Technologies - AI, big data, and blockchain are highlighted as key areas of focus, with AI expected to transition from trial phases to widespread application in various industries [7]. - The development of GPU companies and the need for standardized software development and system programming are emphasized, with calls for industry leadership to establish unified standards [8]. Group 5: Data Security and Blockchain - Blockchain technology is proposed as a solution for ensuring data security and compliance in AI applications, with potential opportunities in data processing services and tokenized data trading platforms [8].

Core Insights - The article emphasizes the significant role of foreign trade organizations and cross-border e-commerce in connecting domestic and international markets, driven by the digitalization of global trade [2][10] Group 1: Industry Application and Market Demand - Foreign trade organizations and cross-border e-commerce break geographical limitations, optimizing global resource allocation through digital means [3] - In 2023, China's cross-border e-commerce import and export scale reached 2.38 trillion yuan, a year-on-year increase of 15.6%, with Guangdong province holding a 40% market share [2] - The application of foreign trade organizations and cross-border e-commerce spans various sectors, including industrial manufacturing, retail, and agricultural exports, with notable success stories such as a home appliance company increasing exports by 30% and an agricultural firm achieving entry into the European market [3][4] Group 2: Technological Features and Advantages - The technological core of foreign trade organizations and cross-border e-commerce lies in digitalization and intelligence, enhancing operational efficiency by over 40% and customer satisfaction by 25% [5] - The Guangdong Provincial E-commerce Association integrates resources across the e-commerce ecosystem, with over 2,500 member units, providing comprehensive services such as policy interpretation and market connection [5] - Companies participating in the RCEP cooperation through the association have seen an average reduction of 15% in tariff costs and a 20% increase in order volume [5] Group 3: Guangdong Provincial E-commerce Association's Role - The Guangdong Provincial E-commerce Association is recognized as a benchmark in the industry, hosting nearly 100 domestic and international e-commerce exchange events annually, including the IEBE E-commerce Expo, which has attracted over 5,000 exhibitors and more than 1 million visitors [7] - The association has completed 31 research projects on e-commerce taxation and consumer environment construction, providing valuable policy references [7] - Collaborating with the association offers businesses comprehensive support, exemplified by a startup achieving monthly sales exceeding 1 million yuan within three months through compliance services [8] Group 4: Future Trends and Outlook - The implementation of regional trade agreements like RCEP and CPTPP is expected to lower trade barriers and promote economic integration [9] - By 2025, China's cross-border e-commerce market is projected to exceed 3 trillion yuan, with service models evolving towards digitalization, intelligence, and globalization [9] - The Guangdong Provincial E-commerce Association plans to establish a Digital Economy Research Institute and expand the RCEP cooperation alliance to assist businesses in exploring more international markets [9]

Group 1 - The core viewpoint of the article highlights the accelerated expansion of the Haier Group's capital layout, with its subsidiary Kaos officially submitting an IPO application to the Hong Kong Stock Exchange after initiating A-share listing guidance for Haier New Energy [1][2] - Kaos is positioned as a leading provider of industrial data intelligence solutions in China, leveraging advanced technologies such as AI, IoT, and big data to drive high-quality development in manufacturing [2][3] - The financial performance of Kaos shows a steady improvement, with projected revenues of approximately 4.994 billion yuan in 2023 and 5.069 billion yuan in 2024, alongside a turnaround to profitability in 2024 with a net profit of approximately 651.36 million yuan [3][4] Group 2 - Over half of Kaos's revenue is dependent on Haier Group, which has consistently been its largest customer, contributing 57.7% of revenue in the first three quarters of 2025 [4][5] - The Haier Group holds approximately 78.04% of the voting rights in Kaos, and the sales to its top five customers accounted for about 69.7% of Kaos's revenue in 2025 [4][5] - The Haier Group's capital layout now spans across A and H shares, with a total of eight listed platforms, and if both Kaos and Haier New Energy successfully complete their IPOs, the number of listed companies under Haier Group could increase to ten [1][8]

"海尔系"资本版图正加速扩容。继旗下新能源企业海尔新能源启动A股上市辅导后，1月30日，卡奥斯物联科技股份有限公司（以下简称"卡奥斯"）也正式递 交上市申请材料，欲冲击港交所上市。本次赴港IPO背后，卡奥斯业绩稳步提升，2024年净利实现扭亏为盈。不过，卡奥斯亮眼业绩背后，离不开海尔集团 的支持。报告期内，海尔集团始终系公司第一大客户，于2025年前三季度为公司贡献57.7%营收。北京商报记者还注意到，在本次递表港交所前，卡奥斯还 曾进行过科创板上市辅导。对于海尔集团而言，无论是卡奥斯还是海尔新能源，均系其资本版图扩张路上的关键"落子"。截至目前，海尔系已经构建起横跨 A、H两地，囊括8家上市平台的资本版图；若上述两家公司均能顺利完成IPO进程，集团旗下上市公司数量有望增至10家。 | | | 截至12月31日止年度 | | | | 截至9月30日止九個月 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2023年 | | 2024年 | | 2024年 | | 2025年 | | | | (人民幣千元) | % (人民幣千元 ...

Core Viewpoint - The "Haier system" is rapidly expanding its capital footprint, with Kaos IoT Technology Co., Ltd. submitting its application for an IPO on the Hong Kong Stock Exchange, following Haier New Energy's A-share listing guidance [1][11] Group 1: Company Performance - Kaos reported steady revenue growth, achieving approximately CNY 4.994 billion in 2023 and CNY 5.069 billion in 2024, with a net profit turnaround from a loss of CNY 82.72 million in 2023 to a profit of CNY 65.14 million in 2024 [3][13] - For the first three quarters of 2025, Kaos generated approximately CNY 4.421 billion in revenue, up from CNY 3.635 billion in the same period the previous year, with a profit of approximately CNY 176 million, significantly higher than the CNY 35.71 million from the previous year [3][13] Group 2: Dependency on Haier Group - Haier Group is the largest customer of Kaos, contributing over 57.7% of the company's revenue in the first three quarters of 2025, with sales to Haier amounting to CNY 2.549 billion [4][14] - The proportion of sales to the top five customers was approximately 69.7% in 2025, with Haier's contribution being CNY 3.607 billion in 2023, CNY 3.421 billion in 2024, and CNY 2.549 billion in 2025 [4][14] Group 3: Market Position and Strategy - Kaos is positioned as a leading provider of industrial data intelligence solutions in China, ranking first in the market based on platform revenue for 2024 [2][12] - The decision to pursue a listing on the Hong Kong Stock Exchange follows challenges faced in attempting to list on the STAR Market, where regulatory scrutiny and lengthy approval processes were significant factors [2][12] Group 4: Capital Expansion - The Haier Group has established a capital structure that spans both A-share and H-share markets, currently comprising eight listed entities, with the potential to increase to ten if both Kaos and Haier New Energy successfully complete their IPOs [1][11][18] - The total market capitalization of Haier's listed companies exceeds CNY 330 billion, with Haier Smart Home leading at CNY 235.472 billion [17][18]