一是壮大算力供给规模。坚持一手抓要素保障、一手抓项目落地，集中力量招引自带产业生态的超大 型、大型数据中心企业来韶落户，以高水平项目集聚壮大算力供给规模，同步推进韶关集群起步区扩 区，让企业引得来、落得下、发展好，力争到今年底建成 30 万标准机架承载能力、上架算力达250MW （10万标准机架），更好服务粤港澳大湾区人工智能、低空经济发展。我们非常欢迎人工智能、互联 网、第三方IDC企业来韶关投资建设数据中心，携手打造具有核心竞争力的算力产业集群。 三年多来，在国家和省的大力支持下，韶关举全市之力推进集群建设，起步区规划建设用地 6277 亩， 形成了"三片区一中心"的发展布局，已构建起从存储、训练到场景应用的算力产业生态。 一是算力供给能力不断提升。集群共吸引入驻三大电信运营商、腾讯、万国等20个数据中心项目，计划 总投资620亿元。目前，已建成12万标准机架，可承载18万P算力的规模，智能算力已上架1.6万P，成为 大湾区规模最大的智能算力供给基地。 二是数据要素资源加速汇聚。获批广东省首批数据要素集聚发展区，建成粤港澳大湾区数据应用产业 园、百度智能云（韶关）人工智能数据标注基地，广州数据交易所（韶关 ...

Core Viewpoint - The company, Injoinic, has decided to increase the prices of certain product models due to the continuous rise in upstream semiconductor industry costs, despite previously maintaining stable prices to support long-term partnerships [2][4]. Group 1: Price Adjustment Announcement - Injoinic expresses gratitude to its partners for their trust and support, stating that it has tried to absorb the rising costs without changing chip prices until now [2][4]. - The company will implement a price increase for specific IC models, with details to be communicated by the sales team, and all new orders will follow the updated pricing standards [2][4]. Group 2: Industry Context - The semiconductor industry is experiencing rising costs, prompting other domestic chip manufacturers, such as Guokewei and Zhongwei Semiconductor, to announce price increases of 40% to 60% for various products [5]. - Injoinic is recognized as a leading chip design company in China, focusing on high-performance analog-digital mixed integrated circuit chips, with applications in AI, big data, cloud computing, 5G communications, and more [4]. Group 3: Financial Performance - Injoinic reported a revenue of 1.169 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 14.16%, and a net profit of 114 million yuan, up 28.54% year-on-year [4].

Core Viewpoint - The Chinese government has introduced a comprehensive set of financial policies aimed at reducing financing costs for residents and businesses, stimulating consumption, and enhancing effective investment to invigorate market activity [1] Group 1: Policy Implementation - Financial institutions are urged to accurately implement the collaborative fiscal and financial policies to lower financing costs for both enterprises and residents, enhancing their access to financing [1] - In promoting consumer spending, banks should optimize loan policies for service industry operators and personal consumption loans, effectively reducing credit costs and boosting consumer willingness [1] - Support for private investment should include the implementation of loan interest subsidies for small and micro enterprises, ensuring that fiscal investments translate into tangible benefits for businesses [1] Group 2: Credit Structure and Service Optimization - Financial institutions should adjust credit allocations to focus on key areas such as stimulating private investment and promoting consumer spending [2] - Increased lending to small and micro enterprises for long-term fixed asset loans is necessary to address previous financing gaps [2] - More credit resources should be directed towards emerging sectors like digital, green, and retail, while streamlining loan application and approval processes to enhance accessibility [2] Group 3: Collaboration and Coordination - Strengthening collaboration between fiscal departments, banks, guarantee institutions, and enterprises is essential to maximize the effectiveness of the financial policies [3] - Financial institutions should actively participate in the design and implementation of policies, particularly in providing effective risk-sharing and financing support for small and micro enterprises [2][3] Group 4: Innovation and Forward-Looking Strategies - Financial institutions are encouraged to maintain a balance between proactive planning and continuous innovation to enhance the overall synergy of the policies [3] - Developing financial products that align with equipment upgrades and consumption upgrades is crucial, alongside exploring partnerships with social capital to direct more resources to the real economy [3] - Continuous monitoring of policy implementation progress and adjusting service strategies is necessary to sustain the vitality of microeconomic entities and enhance internal economic momentum [3]

Core Viewpoint - The Ministry of Civil Affairs has introduced the "Guiding Opinions on Further Promoting Technological Innovation in Civil Affairs," focusing on enhancing the quality of civil affairs services through technological innovation [1][2]. Group 1: Overall Goals - The guiding opinions emphasize a human-centered and reformative approach, aiming for a robust technological innovation system by 2030, with increased investment and improved innovation levels [1]. - Key objectives include breakthroughs in core technologies, the emergence of significant technological achievements, and a notable increase in the localization rate of high-end equipment and products [1]. Group 2: Task Layout - The opinions target critical areas such as elderly care, rehabilitation aids, and funeral services, identifying key technological challenges that need to be addressed [2]. - It aims to integrate big data and artificial intelligence into civil affairs, enhancing the application of technology in various service areas [2]. Group 3: Implementation of Results - The opinions outline specific measures to facilitate the application of technological achievements, including the establishment of a major results database and the promotion of reliable technologies in civil service institutions [3]. - There is a focus on developing industries related to elderly care and rehabilitation aids, aiming to transform research outcomes into practical productivity [3]. Group 4: Support Mechanisms - The opinions propose policies to support essential elements for innovation, such as flexible management for research institutions and the establishment of national and departmental innovation platforms [4]. - Emphasis is placed on cultivating a talent pool in civil affairs technology and supporting leading enterprises in key industries to form innovation alliances [4].

Core Viewpoint - The news highlights a rare "win-win" scenario in the A-share market, where both Haixia Innovation and its associate company, Fengzhushou, report significant performance forecasts for 2025, showcasing a balance between quality equity layout and focus on core business [1] Group 1: Haixia Innovation - Haixia Innovation expects a net profit attributable to shareholders of 100 million to 150 million yuan for 2025, a staggering increase of 1660.56% to 2540.85% compared to 5.68 million yuan in the previous year [1] - The substantial profit increase is primarily driven by strategic equity reduction rather than breakthroughs in its main business, with non-recurring gains estimated at 200 million to 300 million yuan, mainly from the reduction of Fengzhushou shares [3] - Despite the profit surge, Haixia Innovation's core business faces operational pressures, with a reported revenue of 92.06 million yuan for the third quarter of 2025, a slight increase of 4.7%, but a net loss of 17.24 million yuan [4] Group 2: Fengzhushou - Fengzhushou anticipates a net profit attributable to shareholders of 142 million to 174 million yuan for 2025, with a growth rate of over 6%, and revenue expected to exceed 1.9 billion yuan [4] - The company's growth is attributed to the synergy of core business operations and ongoing cost control, with a significant revenue increase of 57.57% in the third quarter of 2025 [5] - Fengzhushou's performance aligns with the industry's growth in computing power infrastructure, with a projected 43% year-on-year increase in China's intelligent computing power scale for 2025 [6] Group 3: Market Dynamics - The interaction between Haixia Innovation and Fengzhushou illustrates a healthy capital operation model, where Haixia Innovation's equity reduction supports its core business during a challenging period, while Fengzhushou benefits from improved liquidity and stable growth [7] - The overall environment for the smart city industry is under pressure, with another company in the sector expected to report a net loss, highlighting the significance of Haixia Innovation's strategic equity reduction [7] - The capital market's healthy development requires companies to focus on their core business while optimizing resource allocation through reasonable capital operations, as demonstrated by the collaboration between Haixia Innovation and Fengzhushou [8]

1月26日，河北省磁县气象局与县文化和旅游局深化合作，共同推进气象与文旅深度融合发展，全面提 升旅游安全保障能力与消费体验品质。 双方将建立"数据共享与预警直达"机制，联合发布各类特色气象服务产品，实现灾害性天气预警信息对 文旅管理部门、重点旅游景区、旅游企业的靶向发布与快速响应。文旅部门则共享旅游景区实时客流、 交通等信息，为气象灾害影响评估和预警提供支撑。 下一步，"气象+文旅"的联合将基于大数据和人工智能，为游客提供从出行到返程的全行程、个性化天 气伴随服务，让游客尽享"知天而游"的从容与惬意。 （作者：成利敏 责任编辑：张明禄） ...

来源：新华财经 编辑：胡晨曦 111亿元，比上年同期增长61.59%至77.59%；实现基本每股收益0.36元／股至0.40元／股。 转载自新华财经 申万宏源发布 申万宏源党委书记、董事长刘健在近期署名文章中表示，申万宏源坚持金融报国、金融为民的发展理念，锚定"建设一流投资银行和投资机构"发展目 标，以深化改革和业务转型为抓手，聚焦主责主业、提升核心竞争力。一是强化功能定位，深入践行金融工作的政治性、人民性。持续发挥"研究+投资+投 行"综合金融服务优势，坚定履行直接融资"服务商"、资本市场"看门人"、社会财富"管理者"职责，服务资本市场投融资改革，近五年来助力实体企业股债融 资总规模超1.5万亿元。二是聚焦主责主业，加快推动业务模式转型升级。不断提高投资研究、产品创设、风险定价、金融科技等核心能力，建设丰富完善矩 阵式客户服务，深入推进财富管理转型，大机构生态圈初具规模，投行业务股债全面进入行业第一梯队，证券投资交易业务综合实力保持行业领先，国际业 务发展质效提升显著。三是统筹发展与安全，筑牢高质量发展的安全屏障。近年来，应对复杂多变的境内外市场环境，申万宏源加快构建以有效性建设为核 心的全面风险管理架构， ...

本项目中金慈云将为国网能源哈密某矿区员工提供为期五年的健康监测服务，深度融合搭载华为擎云 H9D20健康监测手表，构建从数据采集—智能分析—风险预警—主动干预的闭环健康管理体系。平台将 依托矿工日常穿戴数据，结合上传年度体检信息，运用大数据深度挖掘与分析技术，生成个人动态健康 画像和团体健康报告，基于AI驱动的健康风险分级引擎，实现对不同健康风险人群的主动识别、分级 分层与精准干预，为国能集团一线作业人员构筑一道智能化、前置化的健康防线，为安全生产提供坚实 保障，助力"健康国能"建设。 新年伊始，喜传捷报。中金慈云凭借在政企健康管理领域深厚的技术积淀、丰富行业经验与成功案例， 成功中标国网能源哈密某矿区人员健康监测服务项目与北京市公安局某分局健康管理服务2期项目，吹 响了2026年健康中国建设奋进号角。 国网能源哈密某矿区人员健康监测服务项目： 近年来，中金慈云已为国能集团三道沟煤矿、陕煤集团玉华煤矿、山西保利裕丰煤业等多家煤矿企业提 供了专业健康管理服务，形成了一套成熟的"基于华为穿戴设备的煤矿井下作业安全管理解决方案"。该 方案依托 "华为穿戴设备 + 数据看板" ，实现数字化动态健康监管。 中金慈云将充 ...

Core Viewpoint - The Ministry of Civil Affairs has issued guidelines to promote technological innovation in civil affairs, focusing on enhancing support for aging and elderly care services, advancing technology in rehabilitation and funeral services, and improving the digitalization of civil affairs work, with specific measures outlined for implementation by 2030 [1][4]. Group 1: Overall Requirements - The guidelines emphasize the importance of aligning with Xi Jinping's thoughts on socialism and the need for a human-centered, reform-oriented approach to enhance civil affairs technology innovation [4]. - The main goal is to establish a robust civil affairs technology innovation system by 2030, with increased investment, improved innovation efficiency, and the emergence of key technologies and landmark achievements [4]. Group 2: Strengthening Key Technologies - There is a focus on applying advanced technologies such as humanoid robots and artificial intelligence in elderly care, with the aim of developing comprehensive solutions for elderly care scenarios [5]. - The guidelines also highlight the need for innovation in rehabilitation aids and funeral services, including the development of eco-friendly technologies and equipment [6][7]. Group 3: Promoting Technology Transfer and Application - The establishment of a mechanism for technology transfer and application is emphasized, including the creation of a major achievements database and support for technology market development [8]. - Local civil affairs departments are encouraged to adopt mature technologies and products, promoting the integration of technology in community and rural services [8]. Group 4: Enhancing Technological Support Capacity - The guidelines propose reforms in the civil affairs technology system to improve project performance and allow for more flexible management in research institutions [10]. - There is a call for the establishment of national and provincial-level technology innovation platforms to support research and development in key areas [11]. Group 5: Building a High-Level Talent Team - The guidelines advocate for the cultivation of a skilled workforce in civil affairs technology, encouraging collaboration between educational institutions and industry [12]. - Support for innovative entrepreneurship among researchers is also highlighted, with a focus on creating a talent evaluation system based on innovation capabilities [12]. Group 6: Strengthening Organizational Support - The guidelines stress the importance of leadership and coordination among civil affairs departments to integrate technology innovation into overall development plans [14]. - There is a push for diversified funding mechanisms to support civil affairs technology innovation, including public-private partnerships and social capital involvement [15].

东田微在接受机构调研时透露，公司始终聚焦于精密光学元器件的研发与制造，成像类光学元器件是该 公司的基石业务和核心收入来源。东田微认为，人工智能、大数据、云计算等技术的快速发展，正在全 球范围内驱动数据中心基础设施的持续升级与扩容，这对高速率光模块以及其上游核心光学元器件带来 了长期的市场需求，通信类光学元器件业务已成为公司业绩增长的重要引擎。 责编：ZB 东田微创建于2009年10月，2022年5月在深交所创业板挂牌上市，专业从事光学薄膜、光学玻璃成型的 开发及应用，产品涉及手机、5G基站、数据中心、5G通讯、光纤入户、安防、车载、智慧座舱、无人 驾驶、激光雷达等多领域。2025年前三季度，东田微营业收入为6.37亿元，同比增长53.91%；净利润为 8003.03万元，同比增长99.2%。 东田微表示，报告期内，公司积极把握市场机遇，通过持续优化产品结构、加大市场开拓、提升产能利 用率，实现了经营业绩的显著增长。在东田微看来，2025年业绩增长主要驱动因素来自三方面，一是成 像光学业务稳步增长：随着旋涂滤光片在国产品牌智能手机中渗透率持续提升，公司该类产品出货量实 现大幅增长；同时，受益于滤光片行业集中度提 ...