完善体制机制。将数字技术纳入国家创新体系核心位置，制定覆盖基础研究、应用开发、成果转化的全 链条政策体系。加快建立数据产权制度，明确数据要素确权、流通、交易规则，构建兼顾安全与效率的 数据治理体系。深化"放管服"改革，破除制约数字技术应用的制度壁垒，建立包容审慎的监管机制，为 新技术、新模式、新业态提供试错容错空间。完善数字经济统计监测体系，构建数字技术价值评估标 准，形成科学规范的数字经济治理体系。 为强化数字技术支撑能力，推动我国数字经济健康发展，国家层面持续释放政策红利。国务院印发的 《"十四五"数字经济发展规划》，从优化升级数字基础设施、充分发挥数据要素作用、大力推进产业数 字化转型、加快推动数字产业化、持续提升公共服务数字化水平等方面提出了相应举措。中共中央、国 务院2023年印发的《数字中国建设整体布局规划》强调，加快数字技术创新应用；推动数字技术和实体 经济深度融合；优化数字化发展环境；等等。各地也积极行动布局，如北京市制定《北京市促进数字经 济创新发展行动纲要（2020—2022年）》，安徽省印发《加快推进数字经济高质量发展行动方案（2024 —2026年）》等。一系列政策形成组合拳，为数字技 ...

Core Insights - Digital transformation is crucial for companies to reshape their competitiveness, with AI technology accelerating changes in the financial software industry [1] - Shenzhou Information is developing a "black factory" in the financial software sector, driven by AI agents to automate the entire process from demand design to operation [1] Group 1: Technological Advancements - Shenzhou Information has been responding to the digital needs of the financial sector through technological innovation, having anticipated the potential of distributed technology a decade ago [2] - The company has successfully captured market share with its distributed architecture core system solutions since 2019, following the industry's increasing technological demands [2] - The application of AI coding technology has significantly reduced the average development cycle and improved code accuracy, with the company starting large-scale applications in 2022 [2][3] Group 2: Model-Driven Transformation - The concept of a "black factory" in financial software involves automating the generation of business models from natural language descriptions, which are then converted into executable code [4] - The transition from "code development" to "model-driven" is essential for achieving full automation in processes from demand to operation [5] - Shenzhou Information aims to create a smart ecosystem where systems can generate personalized solutions quickly, enhancing operational efficiency [6] Group 3: Industry Focus and Ecosystem Building - The company emphasizes vertical specialization, training its industry models with real-world banking scenarios, which distinguishes it from general-purpose models [7] - Shenzhou Information is focused on building an ecosystem that enhances efficiency, with a vision that the ultimate competition in fintech is about ecological efficiency [8] Group 4: Global Expansion and Strategic Initiatives - The company is adopting a global perspective, starting its international strategy in Southeast Asia, and has established an overseas headquarters in Singapore [9] - Shenzhou Information has secured contracts for digital banking solutions in Singapore and digital transformation projects in Malaysia, showcasing its capability to deliver comprehensive financial solutions [10] - The company is moving towards a systematic output of solutions, differentiating itself from traditional IT vendors by creating a "technology + business" ecosystem [10]

弘则研究 ：汽车电子架构进展跟踪 20250604 摘要 汽车电子架构正从域控制器向区域计算平台过渡，中央计算平台与区域 控制器集成度各异，部分集成底盘功能，通信方式由 CAN 总线向以太网 演进，小鹏汽车支持以太网通讯，吉利 BEI3.0 左右域控则不支持。 配电方式由传统继电器长线束连接转向基于轻型 ECU 的车辆模式管理， 实现按需供电，优化能耗，提高效率与可靠性，重要负载单独供电，非 重要负载分路挂载。 汽车制造商减少传统 MCU 使用，如领跑汽车仅用 28 个，因车型配置差 异导致 ECU 数量不同，高端车型功能多，需预留硬件资源，座椅加热按 摩等功能未直接集成至 DCU 以降低成本。 随着域控制器集成，硬件资源预留，汽车制造商将更多功能作为标配， 简化生产流程，降低硬件、线路、研发、售后及测试成本，领克 3.5 代 产品成本较上一代下降 30%-40%。 软件定义车辆（SOI）将整车能力抽象，通过服务域通信传输，简化更 新流程，缩短更新链路，提高灵活性和效率，通过调用摄像头或雷达数 据，实现电动开门等新型智能功能。 Q&A 近年来汽车电子架构的发展情况如何？各大主机厂和供应商在这方面有哪些具 体进 ...

每经编辑｜黄胜 今日晚间，金山办公（688111.SH，股价286.83元，市值1328.54亿元）公告称，公司于今日召开第四届董事会第一次会议，审议通过《关于聘任公司名誉董 事长的议案》，同意继续聘任雷军为公司名誉董事长。雷军为公司创始人、实际控制人，将在技术创新、管理优化、推进企业文化传承与发展等方面给予公 司指导和帮助。雷军担任名誉董事长后，不享有作为董事以外的其他权利、承担其他义务，不因担任名誉董事长而在公司领取薪酬。 图片来源：每日经济新闻 资料图 每日经济新闻综合公开消息 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 封面图片来源：每日经济新闻 资料图 同日，金山办公公告称，拟以自有资金2.54亿元收购控股子公司北京数科网维技术有限责任公司（以下简称"数科网维"）31.9769%的剩余全部股权，并且部 分转让方承诺在二级市场或以其他合法方式购买金山办公股票，购买金山办公股票的资金合计不少于1.19亿元。本次交易完成后，公司将持有数科网维 100%股权。 北京金山办公软件股份有限公司是全球知名的办公软件产品和服务提供商，于2019年11月18日在上海证券交易所 ...

截至2025年6月4日 10:58，中证软件服务指数上涨0.58%，成分股深信服上涨2.16%，金山办公上涨2.04%，四维图新上涨1.66%，用友网络上涨1.23%，国联 股份上涨1.20%。软件ETF(159852)上涨0.52%。 根据Straits Research数据，2025年全球EDA软件市场规模约为174.2亿美元，根据中国报告大厅数据，中国EDA市场2025年预计为184.9亿元，全球EDA市场 长期被美国三大巨头垄断，国内EDA市场，三巨头份额超80%，国产EDA公司正通过收并购等加速补链，完善产品布局，以实现自主可控。 华鑫证券指出，全球EDA市场呈现出三足鼎立之势，Synopsys、Candence和西门子EDA三大巨头长期占据主导地位，三家巨头在中国大陆市场占据70%份 额。在这一背景下，自主可控的重要性愈发凸显，建议关注相关国产EDA及IP服务厂商。 数据显示，截至2025年5月30日，中证软件服务指数前十大权重股分别为科大讯飞、金山办公、同花顺、润和软件、恒生电子、三六零、软通动力、拓维信 息、用友网络、中国软件，前十大权重股合计占比59.85%。 场外投资者还可以通过软件ETF ...

中化新网讯 5月21日，工业工程设计数字化创新应用暨三维工厂协同设计系统BIMBasePlant发布会在北 京召开。会上，北京构力科技有限公司发布了自主研发的国产三维工厂设计软件——BIMBasePlant三维 工厂协同设计系统。 面向油气领域，合作企业分享了油气储运领域工程设计软件国产化路径，未来将以国产工程设计软件为 基，共建智慧互联大管网；面向石化领域，合作企业分享BIMBasePlant在数字工厂设计中的实践应用， 未来将以BIMBasePlant为核心，打造安全、高效、绿色的智能工厂标杆。来自石化、电力、冶金等行业 的200余位首批应用伙伴代表，针对工业工程设计软件自主化、智能化发展新趋势、新技术、新实践展 开讨论。 据了解，该系统以"工厂数字化、智能化一体化设计平台"为核心愿景，致力于打破专业、领域与数据边 界，为油气、石化、化工、电力等多领域客户提供自主可控的一体化设计体系，推动行业向智能设计转 型。系统实现了从平台到专业软件的全部国产化，核心代码自主率100%，同时支持国产芯片及操作系 统，通过了麒麟、统信、中科方德等信创认证。该系统还可通过统一平台打破专业壁垒，无缝对接支吊 架深化、应力支架 ...

Group 1 - Lei Jun, the founder of Xiaomi, announced at the investor conference that the pricing for the new Xiaomi YU7 will not be the rumored 235,900 yuan, with the official price to be confirmed shortly [3] - Xiaomi has been investing in robotics for five years, and its automotive chip development is underway, expected to be launched soon [3] Group 2 - TSMC is set to begin production of its 2nm process technology, marking a significant advancement in the semiconductor manufacturing sector [7] - The total cost from R&D to mass production for TSMC's 2nm process is reported to be $725 million, with the foundry price for each wafer reaching $30,000 (approximately 216,000 yuan) [7] - The anticipated price for the more advanced 1.4nm process is expected to be $45,000 (approximately 324,000 yuan) [7] Group 3 - Microsoft is planning to reduce its aggressive promotion of the Edge browser, particularly in the European Economic Area (EEA), in response to the EU's Digital Markets Act [10] - The new regulations require Microsoft to respect user choices and limit forced promotions of its browser [10]

以下文章来源于范阳 ，作者范阳 范阳 . This is a "living media", 目标是建立一种文化, 使前沿科技和风险投资为人类服务，而不是把人类和生态作为手段。我是一名创业者，科技投资人和内容创 作者，这里也是我学习和成长的地方。 2005 年 YouTube 的「上传」按钮开启了内容创作的民主化时代。而现在，AI 以「描述」这一动词，正在改变我们对于软件的认知与生产方式。 一年后，这个预测逐渐应验。Chris Paik 近期再次发布了一篇博客文章《无限代码的黎明》，顺着这个方向，提出随着大语言模型（LLM）将代码生成的 成本降至趋近于零，传统意义上作为独立「应用程序」或「平台」存在的软件形式将逐渐消失。这篇文章的最核心观点是：软件的终结并非代码的死亡， 而是其作为「容器」的消融。 以下为文章原文，内容略有调整。 原文链接： https://docs.google.com/document/d/1Dm9UrhgaRMu_DjOz5KluO7ibOsPaUVQgwnC5-ccw9_g/mobilebasic 超 4000 人的「AI 产品市集」社群！不错过每一款有价值的 AI 应用。 邀请从业者 ...

Group 1 - The software service index in China has shown strong performance, with a rise of 1.19% as of June 3, 2025, and notable increases in individual stocks such as Qi Anxin (5.80%) and iFlytek (4.45%) [1] - The software ETF (159852) has increased by 0.92%, with a cumulative rise of 28.79% over the past year as of May 30, 2025 [1] - The software ETF has seen significant trading activity, with a turnover of 2.6% and a transaction volume of 74.0888 million yuan [4] Group 2 - The software industry in China has demonstrated positive growth, with software business revenue reaching 42,582 million yuan (10.8% year-on-year growth) and total profit of 5,075 million yuan (14.2% year-on-year growth) in the first four months of 2025 [4] - The National Development and Reform Commission has included industrial software upgrades in the "two new" policy support scope, indicating a potential for increased investment and competitiveness in the industry [4] - The top ten weighted stocks in the software service index account for 59.85% of the index, with key players including iFlytek, Kingsoft Office, and Tonghuashun [5]

Core Viewpoint - The traditional luxury car brands represented by BBA (BMW, Benz, Audi) are facing significant challenges in the Chinese market, with local luxury brands rapidly gaining market share and altering consumer perceptions of luxury vehicles [1][3][20]. Group 1: Market Dynamics - The global sales of BBA brands are declining, with BMW and Benz experiencing the largest drops in China, with sales down 13% and 7% respectively, while Audi's sales fell by approximately 11% [1][3]. - The Chinese luxury car market is evolving, with the segment priced between 200,000 to 300,000 yuan experiencing a 92% growth from 1.982 million units in 2018 to 3.822 million units in 2024 [3][18]. - In 2024, domestic high-end brand passenger car sales are projected to reach 4.738 million units, reflecting a 2.3% year-on-year increase [3][18]. Group 2: Audi's Strategic Shift - Audi is launching a new AUDI brand in China, aiming to attract younger consumers and differentiate itself in the luxury market [2][3]. - The AUDI E5 Sportback, which debuted shortly before the Shanghai Auto Show, represents Audi's commitment to electric and intelligent vehicle technology, with a focus on local partnerships for battery and smart driving solutions [2][4][7]. - Audi's collaboration with local suppliers like CATL for battery systems and Momenta for intelligent driving technology highlights a strategic pivot towards leveraging Chinese innovation [2][9][11]. Group 3: Competitive Landscape - Traditional luxury brands are increasingly adopting Chinese smart automotive solutions, with BBA brands collaborating with local companies to enhance their technological offerings [9][10][21]. - The shift towards smart and electric vehicles is not just limited to BBA; other foreign brands are also forming partnerships with Chinese suppliers to adapt to the rapidly changing market [10][13]. - The competitive landscape is intensifying, with the Chinese market leading in the adoption of new energy vehicles, achieving over 50% penetration, while other regions lag behind [18][20]. Group 4: Future Outlook - The success of BBA brands in China is seen as critical for their global strategy, with significant investments planned for new electric models and local R&D initiatives [17][20]. - The rapid development of smart and electric vehicles in China is expected to influence global automotive trends, with Chinese solutions beginning to penetrate international markets [21].