2025 年9月19日，由英国皇家特许管理会计师公会（CIMA）联合中欧国际工商学院（CEIBS）共同主办 的"2025数智领航‧管理创新赋能高质量发展高峰论坛暨CGMA100北亚管理会计领袖峰会"在京成功举 办，论坛由中欧金融MBA课程部承办，中欧cfo协会、中欧校友金融与投资协会、CGMA100北亚管理 会计领袖智库作为会议支持单位。峰会以"聚焦产业管理创新，激活高质量发展新动能"为主题，紧扣中 国及全球经济转型的关键时期，围绕数智化转型、产业升级中的成本管控、新兴技术在管理决策中的应 用以及可持续发展目标下的财务管理创新等议题展开，邀请了来自政界、学界与产业界的专家学者和企 业领袖， 共同探讨数智时代的管理会计创新实践与未来发展。峰会由CGMA100创始主席，CIMA荣誉 资深会员，中欧国际工商学院法国依视路会计学教席教授，中国总会计师协会副会长许定波教授与 AICPA & CIMA北亚区总裁，CGMA100北亚管理会计领袖智库秘书长，中欧EMBA2010级李颖女士 （FCMA, CGMA）发表开幕及欢迎致辞。 许定波教授在开幕致辞中回顾了CIMA与中欧在管理会计推广与研究上的长期合作，他指出："管理会 ...

Core Insights - The article highlights the digital transformation and telecommunications advancements in Qinghai Province, focusing on the efforts of China Mobile Qinghai to enhance rural development and modern governance through smart networks and digital management [1][4]. Group 1: Digital Infrastructure Development - China Mobile Qinghai has deployed 14 5G stations and 10 4G stations in the Xinan South Street, with a total of 44 and 61 base station cells respectively, leading to a significant increase in daily traffic from 7,926.34 GB to 10,720.92 GB, a growth of 35.26% year-on-year [2]. - The broadband network coverage project in Guomari Village is set to be completed by May 2025, achieving 100% bandwidth compliance without damaging historical structures [3]. - The construction of a communication base station in the Temple Valley breeding area has been initiated to improve connectivity, costing over 800,000 yuan for hardware alone [5]. Group 2: Economic and Cultural Impact - The digital infrastructure in Xinan South Street is seen as a "digital lifeline" for the local economy, enhancing commercial vitality and cultural value [2]. - The integration of broadband in Guomari Village has transformed residents from "network bystanders" to "digital protagonists," enabling them to promote local heritage through live streaming [3]. - The 5G private network project with Qinghai Yihua is a benchmark for new industrialization in the province, supporting efficient operations and sustainable development in the chemical industry [4]. Group 3: Smart Rural Governance - The establishment of a digital rural demonstration point in Dongxia Township aims to enhance governance through a comprehensive platform that integrates various services, including online recruitment and skill training [6]. - In Wutun Village, the deployment of 15 surveillance cameras, including AI facial recognition, has improved public safety and governance efficiency [7].

Investment Rating - The report rates the paper industry as "Positive" [1] Core Insights - The paper industry is experiencing a peak season with stable prices, supported by a healthy supply-demand balance, which is expected to continue [4] - The cost pressures on paper companies are easing due to a reduction in paper pulp futures inventory and stable pricing, creating favorable conditions for profit recovery [4] - Multiple favorable policies are driving the industry's transformation towards high-end and green development, with significant initiatives such as the establishment of the Printing Paper Working Committee and strategic collaborations to enhance digitalization and branding [4][6][7] - The current valuation of the paper sector is at a historical low, with three supporting factors: stable peak season prices, alleviated costs, and policy-driven transformation, indicating clear improvement in the fundamentals [4] - The report highlights the strong cash flow and performance certainty of leading companies in the sector, suggesting potential for valuation recovery [4] Summary by Sections Industry News - Four paper companies, including Chenming and Nine Dragons, were listed in the "2025 China Top 500 Enterprises" [5] - A strategic partnership was formed between JD.com and the Baoding government to promote the digital and brand transformation of the paper industry [6] - The establishment of the Printing Paper Working Committee aims to enhance quality and fair competition in the industry [7] High-Frequency Data - As of September 19, 2025, the average inventory of paper pulp futures decreased to 244,800 tons, while the average closing price was 4,995.6 CNY/ton, reflecting a slight price adjustment [8] - Domestic paper prices remained stable, with whiteboard paper at 4,000 CNY/ton and corrugated paper at 3,040 CNY/ton, among others [20] Company Events and Announcements - Sichuan Xianhe New Materials announced a project to add 200,000 tons/year of household paper capacity [30] - Jindong Paper was recognized for its smart manufacturing initiatives, marking a milestone in its digital transformation [31] Investment Strategy - The report suggests focusing on sectors with stable peak prices and new capacity releases, particularly in packaging and specialty paper, while also considering companies with strong policy support and technological advancements for long-term growth [33]

Core Insights - The training program aims to empower private entrepreneurs in Huize County to grasp development trends, solve operational challenges, and enhance development quality and efficiency [1][3] Group 1: Training Program Overview - The training course focuses on the growth pain points and development needs of entrepreneurs, featuring a carefully selected core learning module over a week [3] - A strong faculty team composed of renowned professors and industry experts from Tsinghua University is invited to deliver the program through theoretical lectures, case analyses, and practical field studies [3] Group 2: Curriculum Focus - The curriculum covers topics such as digital transformation, economic strategy, leadership culture, business models, and legal risk management, tailored to create growth pathways for entrepreneurs [3] - Practical teaching elements are included, allowing entrepreneurs to visit benchmark companies to integrate theory with practice [5] Group 3: Field Visits and Learning Outcomes - Entrepreneurs visited SANY Group to observe the digital factory and engage with executives on the challenges and pathways of intelligent manufacturing upgrades, providing replicable operational templates for Huize's manufacturing sector [5] - At Douyin Group, entrepreneurs explored the core of the new media industry, learning about short video marketing and the full-link operation model of "content-monetization-brand," which aids in online sales and brand promotion for Huize's特色产业 [6] - Participants expressed that the training not only updated their management concepts and broadened their development perspectives but also established a quality platform for communication and cooperation, aiming to convert training outcomes into strong driving forces for high-quality development [6]

中国经济网9月25日讯（记者 王惠绵）9月23日，以"跃升电力智能化"为主题的2025华为电力行业峰会 在河北崇礼拉开帷幕。作为全球电力数字化转型的前沿舞台，本次峰会汇聚了来自国家电网、南方电 网、三峡集团、京能、华北电力大学等行业龙头，以及产业界、学术界的领导、专家和企业代表300多 人，围绕新型电力系统数智化、电算协同、通信目标网、AI在电力行业应用等议题展开深入讨论。 从战略愿景到落地实践，本次峰会正式发布的行业首个燃机大模型——京能"擎睿"，是华为与京能联合 创新的成果。作为华为"人工智能+行业"战略在电力领域的关键落地，该大模型是京能集团积极响应国 家及北京市战略部署、推动"人工智能+能源"深度融合的重要实践，不仅助力燃气发电领域智能化发展 迈入新阶段，也为构建新型电力系统提供了极具参考价值的"京能方案"。京能"擎睿"燃机大模型依托华 为全栈自主创新算力底座，实现训推一体，从软硬件开发到落地应用完成全链路突破。同时，该模型率 先集成燃机垂类时序大模型与燃机专业模型，首创多智能体协同与逻辑自动编排机制，重塑燃气发电生 产运维核心业务流程，促进燃气发电效率与安全裕度实现跨越式提升，推动"人工智能+燃机行 ...

Core Viewpoint - The article highlights how Oppein Home (欧派家居) is adapting to the challenges in the real estate and home furnishing industry by implementing a comprehensive home furnishing strategy, focusing on digital transformation and social responsibility [1][8]. Group 1: Home Furnishing Strategy - Oppein Home is transitioning from a single product focus to a comprehensive home furnishing solution, evolving from a 1.0 version of customized home furnishing to a 3.0 version that includes customization, finished products, and renovation services [2][3]. - The company has established a one-stop home furnishing service model, integrating various products and services, and has over 1,200 effective retail home furnishing stores as of June 2023 [3][4]. Group 2: Digital Transformation - Oppein Home is leveraging digital technology to create an end-to-end intelligent operation system, enhancing efficiency and precision in the home furnishing process [5][6]. - The company has made significant advancements in digital transformation, including transitioning from process-driven to data-driven operations, and integrating AI and machine learning for optimized production scheduling [6][7]. Group 3: Social Responsibility - Oppein Home is committed to social responsibility, integrating it into its corporate strategy and operations, focusing on green products, employee development, and community support [8][9]. - The company has launched initiatives to reduce carbon emissions and provide employment opportunities, directly creating over 20,000 jobs during the 14th Five-Year Plan period [9][10].

Core Insights - The Chinese traditional medicine industry is experiencing significant growth driven by favorable policies and increasing market demand, with the market size expected to reach 1.05 trillion yuan in 2024, a year-on-year increase of 11.6% [1][3] - The industry is facing two major opportunities: policy dividends and market explosion, with a focus on balancing tradition and innovation [3][21] Policy and Market Dynamics - The government has introduced several policies to support the development of the traditional Chinese medicine industry, including the "Opinions on Improving the Quality of Traditional Chinese Medicine" and the "Implementation Plan for the Digital Transformation of the Pharmaceutical Industry" [3][4] - The market demand for traditional Chinese medicine is increasing due to rising health awareness and spending among consumers, particularly in areas such as aging, sub-health management, and chronic disease treatment [3][17] Quality Control and Innovation - Leading companies are enhancing quality control across the entire supply chain, with examples like Tong Ren Tang establishing a traceability system for medicinal materials and Guangzhou Pharmaceutical Group utilizing blockchain technology [4][19] - Companies are focusing on product innovation and adapting traditional formulas to meet contemporary health needs, with a strong emphasis on maintaining quality through traditional methods [6][10] Digital Transformation and E-commerce - The integration of digital technologies is crucial for the pharmaceutical industry, with companies like JD Health playing a significant role in transforming traditional medicine through e-commerce and data analytics [13][14] - The shift towards online platforms is helping traditional medicine brands reach younger consumers and adapt to changing market dynamics [10][13] Global Expansion and Future Directions - The internationalization of traditional Chinese medicine is becoming a key growth area, with products being registered in numerous countries and regions, reflecting a growing global acceptance [15][19] - Companies are focusing on three main strategic directions: deepening research and development, expanding into the "Chinese medicine +" health ecosystem, and accelerating digital integration [15][21]

Core Viewpoint - Guizhou Bank has achieved significant growth in various financial services, particularly in supporting small and micro enterprises, green finance, and pension finance, demonstrating its commitment to empowering the real economy and enhancing financial inclusivity [1][6][10]. Group 1: Financial Support for Innovation and Small Enterprises - Guizhou Bank has tailored its financial services to meet the needs of technology innovation enterprises, with a technology finance loan balance of 9.812 billion yuan, reflecting a growth of 21.57% compared to the beginning of the year [2]. - The bank has implemented a "1771" inclusive finance model, which has provided 1.8864 billion yuan in loans to 18,864 small and micro enterprises, enhancing their operational capabilities [6]. - Specific case studies, such as the support for Guizhou Fengda Bearing Co., demonstrate the bank's proactive approach in providing customized financing solutions to alleviate cash flow pressures [7][8]. Group 2: Green Finance Initiatives - Guizhou Bank has actively promoted green finance, with a green credit balance of 61.293 billion yuan, an increase of 4.4% from the start of the year [4]. - The bank has successfully facilitated loans for green projects, such as providing 1.309 billion yuan in green loans to support the aluminum industry in transitioning to cleaner production methods [5]. - The bank's efforts in green finance are exemplified by its collaboration with companies like Guizhou Qizhen Industrial Group, where it provided 20 million yuan in loans backed by intellectual property [4]. Group 3: Pension Finance Development - The bank has significantly increased its pension finance loan balance to 1.621 billion yuan, marking a growth of 57.22% since the beginning of the year [8]. - Guizhou Bank has implemented "age-friendly services" to cater to the elderly population, ensuring that financial services are accessible and tailored to their needs [9]. - The bank's initiatives include providing timely loans to support the operational needs of elder care facilities, demonstrating its commitment to the aging population [9]. Group 4: Digital Transformation and Innovation - Guizhou Bank has focused on digital transformation, achieving a digital economy loan balance of 4.005 billion yuan, with a growth rate of 28.57% [10]. - The bank has developed a domestic mobile banking platform to enhance service delivery and customer experience [10]. - The application of AI technology has been a key driver in the bank's digital transformation, with significant user engagement in AI-driven services [11][12].

Core Insights - The transformation towards digital intelligence in the real estate industry is deemed essential for survival and improvement, moving from traditional construction to a new paradigm of "space operation + data empowerment" [1][3] Group 1: Industry Transformation - The real estate sector is undergoing a significant shift from an incremental to a stock-based era, driven by digital transformation [2] - From 2000 to 2010, new housing construction reached 115% of the initial stock, doubling growth; from 2010 to 2020, it achieved 80% growth on an already expanded stock; projections for 2020 to 2030 indicate new construction will decline to around 40% [2] - The focus of the industry is shifting from large-scale new construction to stock operation and quality enhancement, with future growth rates stabilizing at 20% to 25% [2] Group 2: Key Elements of Change - In the incremental era, core elements were land and capital; in the stock era, data and operational capability become central [3] - The redefinition of real estate to include data alongside physical rights and location is expected to fundamentally alter the industry's value recognition system [3] Group 3: Digital Transformation in Practice - The past two years have seen rapid digital transformation in the real estate sector, driven by the need to improve space, energy, organizational, and service efficiencies [3] - Companies like Longfor Group have reported significant efficiency improvements, with project design times reduced by 64% to 72% due to digitalization [3] - Over half of the companies have initiated digital transformation, anticipating disruptive impacts within five years, although challenges such as assessing economic benefits and data quality persist [3][4] Group 4: Recommendations for Companies - Companies are advised to maintain their core business while enhancing productivity through digital means, focusing on information, digitalization, and intelligent applications [4][5] - Exploring related or innovative business areas, including horizontal expansion and strategic emerging industries, is recommended to create comprehensive service solutions [5]

轻点鼠标，千里之外油田工况数据实时呈现；戴上智能头盔，与远程专家联合解决疑难杂症；无人机与 巡检机器人昼夜不息，重塑传统巡检模式——这一切正是中国石油数智化转型的生动缩影。 这场转型远非简单的技术升级，而是一场深刻的战略重构、组织变革和业务重塑。能源保障与安全 乃"国之大者"，以数智技术赋能油气业务不仅关乎企业价值提升，也有助于增强央企核心功能，端牢能 源安全饭碗。 中国石油的数智化转型并非一蹴而就。2000年以来，公司历经20年集中统一的信息化建设，为数智化转 型筑牢坚实基础。"十四五"期间，公司紧跟新兴技术趋势，今年初确立"数智石油"为集团第五大战略举 措，加速迈向数智赋能新阶段。 "大象"转身，向来不易，但数智化理念正在触及这家庞大企业的"神经末梢"。 告别"苦脏累"：数智化重塑一线作业 长期以来，石油工人的日常是"一身油、两脚泥"。他们依赖体力与经验，工作在"苦、脏、累、险"的环 境中，每天面对的是繁重的人工巡检和手脚并用的设备操作。 但如今，变化悄然发生。在鄂尔多斯盆地长庆油田，由无人机集群与巡检机器人组成的"智能卫兵"24小 时"上岗"盯防，机器人沿轨道滑行，仅需0.3秒便将相关数据传至60公里外 ...