广电运通集团股份有限公司 投资者关系活动记录表 编号：2025009 | 投资者关系活 | ☑特定对象调研 □分析师会议 □媒体采访 | | --- | --- | | 动类别 | □业绩说明会 □新闻发布会 □路演活动 | | 5 | ☑现场参观 □其他 月 21 日 | | | 前海畅誉基金 谢国飞、胡晓华 广州灏达投资 资香莲 金鹰基金 邱文辉 深圳嘉亿资管 陈超君 山岳基金 许煜彦 | | | 中天汇富基金 何佑胜 致道投资 林志诚、黄安祺 广州或恪投资 吴永柱 | | | 复朴投资 杨创侨 恒顺资产 张华雄 冠丰投资 杨欢 | | | 科珹资本 刘春霞 华兴银行 苟旭 壹心控股集团 李冠英 | | 活动参与人员 | 珠海金丰创晟投资 李晓荣 中国基业投资基金 戴宗健 | | | 恒生银行中国有限公司 陈运璇 聿禹科技创新投资 叶茵瑜 | | | 以上共 20 人次（排名不分先后） | | | 上市公司接待人员： | | | 副总经理、董事会秘书 谢华 证券事务代表 王英 | | | 高级投资者关系经理 胡瑞娟、王格 | | 时间 | 2025 年 5 月 21 日 | | 地点 | 广州市高新技术产 ...

Group 1 - The China Securities Big Data Industry Index decreased by 0.62% as of May 22, with mixed performance among constituent stocks, including Shengshi Technology hitting the daily limit, and Dipu Technology dropping by 2.53% [1] - The Data ETF (516000) fell by 0.66%, with the latest price at 0.9 yuan, but has seen a cumulative increase of 28.55% over the past year, ranking first among comparable funds [1] - Alibaba Cloud is accelerating the creation of a global cloud computing network, with plans to open seven new data centers in 2025 across various regions including Malaysia, UAE, Thailand, South Korea, Japan, Mexico, and the Philippines [1] Group 2 - The Data ETF and its linked funds closely track the China Securities Big Data Industry Index, focusing on popular sectors such as data elements, data security, and East Data West Computing, covering notable stocks like iFlytek and Inspur Information [2] - The emergence of the DeepSeek concept has positioned the data industry as one of the most benefited sectors in the market [2]

Group 1 - The National Data Bureau held a seminar on the "14th Five-Year Plan" for digital China construction, focusing on various aspects of digital technology development and enterprise digital transformation [1] - Experts and representatives from organizations such as Shanghai Artificial Intelligence Laboratory, Shanghai Jiao Tong University, and Pinduoduo provided suggestions on data element market construction, platform economy, and data security [1] - The National Data Bureau aims to enhance communication with enterprises to better coordinate data development and security, responding to actual concerns of businesses to create a favorable policy environment for innovation [1]

政务领域垂直大模型的战略意义 1. 数字化转型加速器：政务大模型作为核心技术支撑，推动政府服务从"信息化"向"智能化"跃迁。 2. 治理能力现代化：通过AI赋能提升政府决策科学性、服务精准性和应急响应能力。 3. 数据要素价值释放：打通政务数据孤岛，实现跨部门、跨层级数据智能融合与应用。 | 特点 | | 企业工商数据 | 公司年报 | 工商数据库 | 公司许可证 | 公司财产质押 | 司法改编库 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 18,000万+ | 数据库 | | 数据库 | 数据库 | | | all | | 企业商标数据 | 财务 | 全球专利 | 中国专利顺录, | 行业分类 | 中国高校引 | | 数据量全 | | 4,590万+ | 数据库 | 数据库 | 全文数据库 | 与专利对照数 据 | 专利数据库 | | 覆盖企业、政策、专利、产业, | | 企业版权数据 | 专利 澳加工 | 中国及全球专 | 专利图像 | 商标图像 | 中国、美国、澳 | | 进一步促进通用大模型对垂直行业的应用。 | | 1,000万 ...

最近全球资本市场的"风向标"突然变了！欧洲央行暗示年内降息，美联储通胀数据缓和，市场对6月暂停加息、 下半年降息的预期迅速升温。 这一变化直接带动了外资加速回流A股，哪些方向值得布局？ 欧洲央行"松口"，释放降息信号 5月22日，欧洲央行行长拉加德在讲话中明确表示："通胀已进入下降阶段"，市场将其解读为6月可能开启降息的 信号。 受此影响，欧元区债券收益率全线下跌，德国10年期国债收益率一度跌破2.4%，为近8个月来最低水平。 美联储通胀降温，但"鹰鸽博弈"持续 美国4月CPI同比上涨4.9%（前值5%），核心CPI录得5.5%，虽连续10个月回落，但仍高于美联储2%的目标。 资料来源：WIND、美国劳工部、长城证券产业金融研究院； 不过，市场更关注的是"薪资增速放缓"和"商品通胀降温"信号。芝商所数据显示：市场预计美联储6月维持利率 不变的概率升至80%，9月降息概率超过50%。 国际投资环境的变化直接带动了外资加速回流A股—— 北向资金"买买买"，单周净流入超300亿 截至5月20日当周，北向资金连续8天净买入，单周净流入达320亿元，创下年内新高。从持仓方向看，外资正从 传统的金融、能源板块转向科技与消 ...

Group 1 - The China Securities Financial Technology Theme Index (930986) experienced a decline of 0.28% as of May 21, 2025, with mixed performance among constituent stocks [3] - Zhaori Technology (300333) led the gains with an increase of 6.92%, while Lakala (300773) saw the largest decline at 5.71% [3] - The Financial Technology ETF (516860) also fell by 0.33%, with a latest price of 1.19 yuan and a turnover rate of 3.32% [3] Group 2 - Dongxing Securities highlighted strong policy support and emerging demand in new sectors, contributing to the recovery of industry growth [4] - The financial technology sector is expected to benefit from increased IT investments by banks, insurance, and securities firms, driven by the transition to new systems and digital platforms [4] - Cloud technology remains a core investment area for financial institutions, with AI and data utilization expected to enhance operational efficiency [4] Group 3 - The Financial Technology ETF reached a new high of 929 million yuan in size and 778 million shares in circulation [5] - The ETF has seen continuous net inflows over the past four days, totaling 51.75 million yuan, with an average daily net inflow of 12.94 million yuan [5] - The ETF's one-year net value increased by 57.87%, ranking first among comparable funds [5] Group 4 - The Financial Technology ETF has a management fee of 0.50% and a custody fee of 0.10%, which are among the lowest in comparable funds [6] - The ETF's tracking error over the past two years is 0.046%, indicating the highest tracking precision among similar funds [6] - The top ten weighted stocks in the index account for 53.28% of the total, with Tonghuashun (300033) and Dongfang Caifu (300059) being the largest contributors [6][8]

我们平时上网的时候，都会碰到这样的场景：需要输入身份证号或者录入人脸进行实名认证。通常在几 秒内，页面就会反馈是否认证成功。而互联网服务提供商大多是商业机构，为何能认证个人数据？ "事实上，服务商并不能够直接认证个人数据，而是需要像我们这样的'中间人'，确保数据安全。"贵州 数据宝网络科技有限公司合伙人杨光应介绍，"以人脸识别为例，用户上传信息以后，会在我们的后台 自动生成代码并进行加密传输，与数据持有方的人脸代码进行比对，能迅速反馈是否一致。通常响应时 间在500毫秒以内，没有人为介入，人脸或身份数据不会以原始的样态进行传输。" 上述案例只是数据宝公司业务内容之一，这家致力于为国有数据资源方提供数据要素全生命周期管理服 务的企业，于2016年落户贵州贵安新区。当时，贵安新区数据产业处在萌芽阶段，数据应用生态尚未成 形。"我们看中的是贵安新区地处首个国家级大数据综合试验区的战略机遇。"杨光应介绍，经过近9年 的发展，公司已经成为国有数据资产增值运营服务商、数据要素市场化领军企业。 去年8月，数据宝公司负责的贵州首单旅游景区数据资产入表项目在兴义市万峰林景区启动。"通过对景 区数据资源进行盘点与梳理，经过合规确 ...

公司研究 证 券 研 究 报 告 久远银海（002777）2024 年报及 2025 年一季报点评 推荐（维持） 智慧医疗稳步推进，积极布局数据要素 目标价：22.8 元 事项： ❖ 公司发布 2024 年年报与 2025 年一季度报告：2024 年，公司实现营业收入 13.39 亿元，同比下滑 0.55%；归母净利润 0.73 亿元，同比下滑 55.96%；扣 非净利润 0.53 亿元，同比下滑 60.18%。2025Q1，公司实现营业收入 2.08 亿 元，同比增长 6.25%；实现归母净利润 0.15 亿元，同比增长 17.18%；扣非 净利润 0.11 亿元，同比增长 11.99%。 评论： [ReportFinancialIndex] 主要财务指标 行业应用软件 2025 年 05 月 20 日 | | | 华创证券研究所 证券分析师：吴鸣远 邮箱：wumingyuan@hcyjs.com 执业编号：S0360523040001 公司基本数据 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) ...

公司研究 证 券 研 究 报 告 久远银海（002777）2024 年报及 2025 年一季报点评 推荐（维持） 智慧医疗稳步推进，积极布局数据要素 目标价：22.8 元 事项： ❖ 公司发布 2024 年年报与 2025 年一季度报告：2024 年，公司实现营业收入 13.39 亿元，同比下滑 0.55%；归母净利润 0.73 亿元，同比下滑 55.96%；扣 非净利润 0.53 亿元，同比下滑 60.18%。2025Q1，公司实现营业收入 2.08 亿 元，同比增长 6.25%；实现归母净利润 0.15 亿元，同比增长 17.18%；扣非 净利润 0.11 亿元，同比增长 11.99%。 评论： [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 1,339 | 1,487 | 1,650 | 1,830 | | 同比增速(%) | -0.5% | 11.0% | 11.0% | 10.9% | | 归母净利润(百万) | 73 | 1 ...

Core Insights - The 2025 "Data Element ×" competition's Guangdong division has officially opened its registration, with a focus on various sectors including industrial manufacturing, modern agriculture, and financial services [1][2] - Zhuhai is actively promoting data element construction, including the establishment of a legal framework to support the development of a data economy [1][2] Group 1: Competition and Industry Development - The Guangdong division of the competition features 13 tracks, including technology innovation and green low-carbon initiatives, tailored to local industry advantages [1][2] - The release of the "Zhuhai Data Industry Map" marks the first comprehensive overview of the city's data industry, showcasing its current status and future potential [2][3] Group 2: Data Industry Structure - Zhuhai's data enterprises are categorized into six types: data resource, data technology, data application, data service, data security, and data infrastructure, with data application companies making up over 60% [2][3] - The city has six foundational advantages for data industry development, including an improving data governance system and expanding application scope [2][3] Group 3: Notable Companies and Innovations - Companies like Kingsoft and Zhuhai Ocean Development Group are leading the transition from process-driven to data-driven operations [3][6] - Zhuhai's cloud-based companies are focusing on modern agriculture data and AI ecosystems, with significant cost reductions and partnerships established [6][7] Group 4: Future Initiatives - The Zhuhai Data Element Industry Association aims to foster collaboration across the data industry, support digital transformation for SMEs, and establish standards for data lifecycle management [4][5] - The Zhuhai government plans to create a tailored support system for enterprises and explore data innovation application laboratories [7]