| 指数代码 | 行业 | | 今年以来涨跌幅(单位:%) | | --- | --- | --- | --- | | 801275.SI | 科技(TMT) | 40.54 | | | 801272.SI | 先进制造 | 29.00 | | | 801274.SI | 医药医疗 | 26.44 | | | 801271.SI | 周期 | 18.48 | | | 801276.SI | 金融地产 | 6.88 | | | 801273.SI | 消费 | 6.09 | | | | | | Q 数据来源：Wind, 2025.1.1-2025. | 本轮行情中，结构性分化特征也尤为显著。科技、创新药及新消费等高成长领域表现突出，而以往备受关注的地产、白酒、食品等板块则相对疲软。 在资管规模快速上升、上市公司数量多，且市场分化明显的趋势下，基金经理的行业研判、前瞻布局和调仓灵活性等面临更大的挑战，仅靠传统模式已难以 有效应对风险和争取长期稳健收益。 作为聚焦主动权益的基金公司，中欧基金早在2023年就首次提出"资管工业化"理念，希望从根本上改变基金的制造方式，通过统一的投资理念指导、专业化 分工和流程化协作， ...

陕南安康石泉县的晨雾中，两幅画面交织出乡村振兴的生动图景。在池河镇明星村的智能蚕室，物联网传感器实时监测环境，蚕丝在恒温恒湿中静静吐纳； 不远处的草池湾，朱鹮掠过稻田，水面荡开的涟漪与稻鱼共生的生态体系相映成趣。两千年前，这里出土的"鎏金铜蚕"见证了丝绸之路的桑蚕繁盛；如今， 石泉正以"产业为脉、生态为魂、群众为根"的实践，探索秦巴山区的振兴路径。 9月18日，2025"走读中国"国际媒体交流项目遇见陕西活动带领来自俄罗斯、哈萨克斯坦、白俄罗斯等11个国家的12位外媒记者，实地探访了这一融合传统 智慧与现代创新的乡村振兴样板。 银丝延链：从"蚕桑之乡"到"数智新业"的破茧之路 石泉的振兴，起步于一根蚕丝。 在陕西天成丝业有限公司的车间里，煮茧、抽丝、织被……每一道工序既延续着千年技艺，也注入了现代活力。这家由国企改制而来的企业，凭借"鎏金 蚕"品牌蚕丝被、丝巾等产品走向全国，2024年产值达4658万元。通过"公司+合作社+农户"的模式，带动全县蚕农户均增收1.2万元。 "过去靠经验，现在靠数据。"在明星村的集约化养蚕室，镇党委书记段昌明指着一排排智能设备介绍，集约化养蚕室采用石墨烯地暖控温、超声波加湿系 统 ...

来源：环球网 今年以来，浦发银行郑州分行积极响应国家扩大内需、促进消费的政策号召，以"数智化"战略为核心， 持续优化银行卡产品与服务体验，为区域消费市场注入金融动能。 依托银行卡业务升级契机，浦发银行郑州分行针对借记卡客户推出多项特色活动。在便捷支付方面，该 行积极推动借记卡与支付宝、微信支付等平台深度融合，有效覆盖日常消费各类场景。基于客户消费行 为数据分析，该行量身定制差异化权益体系，推出"浦发惠生活"满减优惠，轻松适配购物、餐饮、旅行 等多种消费场景。同时，为服务跨境消费需求，该行还推出境外消费满减优惠券，助力客户畅享实惠、 安全的境外消费体验。 与此同时，浦发银行郑州分行持续完善权益生态建设，不断丰富信用卡产品线，围绕餐饮、购物、出 行、娱乐等高频消费场景，为不同客群提供差异化特色权益。依托"浦大喜奔"APP及多元商城平台，该 行上线大量支持免息分期的热门商品，并通过多元支付方式，有效降低消费门槛，激发客户购买意愿。 为触达年轻消费群体，该行深化与热门茶饮品牌合作，推出"大牌茶饮每日特惠"及"周六1元购"等爆款 活动，并联合中国银联开展"满5元立减1元"普惠优惠，广泛覆盖商超、便利店、线上电商等小额高 ...

专题：北京公募基金高质量发展系列活动 新时代、新基金、新价值 公募基金公司实现行业的高质量发展，要全面提升资产配置与管理能力，满足不同投资者日益丰富多元 的需求，其中产品结构的不断丰富与优化至关重要，针对公募基金行业产品布局的现状，投资者的期待 以及未来的发展机遇等问题，我们访谈了长盛基金量化投资部兼产品开发部总经理梁洁琼女士，详情如 下： 记者：国内公募产品总规模已突破35万亿，在满足投资者 财富管理需求等方面发挥了重要作用， 请介绍一下公募产品布局的状况，与发达市场相比，我们的产品分类上是否还有优化的空间？ 梁洁琼：国内公募基金行业已迈入规模化、多元化发展新阶段，产品数量突破1.3万只，35万亿的资产 管理规模位居国内公募资管领域规模榜首。公募产品品类和矩阵层次清晰、维度丰富，结合国际成熟市 场，我们看到国内公募产品品类创新与边界拓展持续深化： 第一，产品分类颗粒度逐步深化细化。分类标准、风格定位不断拓展深度与广度，依托目前业绩比较基 准体系梳理和投资风格归因优化等工作，主动权益类分类持续优化； 第二，国际通行分类的兼容和引用。境外以策略、风险、场景为核心的分类逻辑，目前国内正在结合投 资者需求，在上述维 ...

Group 1 - The World Brand Lab released the 2025 "Asia Brand 500" report, highlighting that China has 217 brands on the list, ranking first in Asia [1] - Hunan Broadcasting and Television Group ranked 88th, while SANY Heavy Industry and Zoomlion ranked 108th and 111th respectively [1][2] - SANY Heavy Industry has implemented a "globalization, digitalization, and low-carbon" strategy, achieving significant market presence in over 180 countries and regions [1] - SANY's electric products sales exceeded 10 billion, with 101 electric products launched and 57 new technologies developed [1] Group 2 - Zoomlion has been on the "Asia Brand 500" list for 20 consecutive years, with its ranking improving to 111th [2] - The company leverages decades of industrial experience and data accumulation to enhance its competitiveness through advancements in AI, IoT, cloud computing, and big data [2] - Zoomlion aims to accelerate its transformation towards diversification, globalization, and digitalization while strengthening its brand [2]

Core Viewpoint - CIMC Group celebrates its 43rd anniversary and releases its first "Technology Innovation White Paper," highlighting its commitment to technological innovation as a driver for high-quality development and national strategy service [1] Group 1: Company Overview - Since producing its first container in 1982, CIMC Group has evolved from a small container manufacturer to a multinational enterprise with operations in over 100 countries and annual revenue exceeding 100 billion yuan [2] - The company has implemented a "champion product leading strategy," developing over 30 star products across key sectors such as logistics equipment and energy chemicals [2] - CIMC Group has cultivated 8 national-level manufacturing single champion products and operates 16 national-level specialized "little giant" enterprises, forming a sustainable innovation ecosystem [2] Group 2: Strategic Transformation - CIMC Group has established "high-end, digital, and green" as the core strategies for its transformation and upgrade, contributing over 100 billion yuan in revenue from more than 30 businesses and products aligned with these strategies [3] - The "Blue Whale No. 1" semi-submersible drilling platform, built by CIMC Raffles, represents a leading level in the global field and aids in the successful trial extraction of combustible ice [3] - The company has initiated a digital transformation since 2018, integrating industrial internet, artificial intelligence, and 5G technologies to significantly enhance manufacturing automation [3] - CIMC Anrui's bio-green methanol demonstration plant in Zhanjiang is expected to start production in Q4 this year, with an initial capacity of 50,000 tons/year and a future total capacity of 250,000 tons/year [3] Group 3: Future Outlook - CIMC Group aims to embrace global technological innovation with an open attitude, implementing a technology-driven enterprise strategy and advancing its high-end, digital, and green transformation [4] - The company plans to consolidate its advantages in logistics and energy equipment while actively exploring new fields and accelerating the construction of new productive forces [4]

机器之心发布 敏锐捕捉这一趋势的企业已启动转型，而华为 —— 以客户为中心的高科技巨头，凭借对 "好产品" 的深刻理解与自身数字化实践，成为行业转型的重要伙伴。中国 建筑科学研究院携手华为，从顶层规划、大数据平台到 "一网一云" 建设，逐步深化行业级垂直产品合作；联发集团借助华为数字化能力打造 "新青年好房子" 系 列，以 "1+2+3*N" 数智蓝图实现 "优总价、高品质、强运营、智慧化" 的模式创新。 数智化驱动，全链条实现效率与质量双飞跃 流程与组织优化仅是起点，新质生产力的核心价值，在于通过数智化技术实现 "投融建管营" 全流程的效率革命与质量升级，华为正以技术与生态之力加速这一进 程。中指研究院预测："AI 赋能将从工具辅助升级为全产业链智能决策，未来竞争焦点将转向空间与资产运营能力。" 在设计端，大模型技术重构创意与审查逻辑：华为昇腾算力与构力科技行业知识深度融合，推出 "知识驱动的审图智能体"，不仅提升审查效率，更构建起 "问题发 现 — 知识赋能" 的设计质量飞轮。 机器之心编辑部 作为人类文明的基石产业，建筑地产行业既是全球经济的核心支柱，更在时代浪潮中展现出强劲韧性：全球供应链重组催生人口 ...

Core Insights - The report from Tianfeng Securities highlights that Heertai achieved operating revenue of 5.446 billion yuan in H1 2025, representing a year-on-year growth of 19.21% [1] - The company reported a net profit attributable to shareholders of 354 million yuan, marking a significant year-on-year increase of 78.65% [1] Business Segments Performance - Revenue from home appliance smart controllers reached 3.56 billion yuan, with a year-on-year growth of 22.14% [1] - Revenue from electric tool smart controllers was 535 million yuan, reflecting a year-on-year increase of 8.32% [1] - Smart product controllers generated revenue of 618 million yuan, showing a year-on-year growth of 9.92% [1] - Automotive electronic smart controllers achieved revenue of 415 million yuan, with a year-on-year increase of 5.20% [1] - Revenue from phased array T/R chips surged to 201 million yuan, representing a remarkable year-on-year growth of 180.16% [1] Strategic Initiatives - The company is proactively developing gesture interaction technology and has launched the "Perception Plan" gesture clothing, which is widely compatible with VR/AR scenarios and extends to wellness cushion products [1] - Heertai has integrated the DeepSeek large model into its industry digital intelligence model, facilitating applications in smart office, health home, and smart control, thereby creating a collaborative path from "information processing" to "device control" [1] - The company maintains an "overweight" rating, indicating a positive outlook on its growth potential [1]

Group 1: Quality Management Initiatives - The "Quality Month" event emphasizes the theme of "Strengthening Comprehensive Quality Management to Promote Quality Power Construction," leading to a surge in quality improvement across the petroleum and chemical industries [1] - Companies are integrating digital intelligence into production processes, enhancing efficiency and quality management through various technological innovations [1] - China National Offshore Oil Corporation (CNOOC) has developed adaptive software for high-precision prediction of logging curves, improving exploration accuracy [1] Group 2: Safety and Standardization - China Chemical Engineering's construction site utilizes high-definition cameras for real-time monitoring, enhancing safety management by automatically identifying risks and notifying management [2] - The company aims for "star-rated construction site" status, focusing on standardization and intelligent management to improve project quality and safety [2] - Quality inspections and the implementation of a "first piece sample" system are being enforced to ensure compliance with quality standards [2] Group 3: Quality Control Measures - Dalian Petrochemical Company is focusing on strict quality control of aviation fuel, enhancing operational oversight and compliance throughout the production process [3] - The company is conducting quality training and management initiatives to ensure a 100% compliance rate for water vapor quality [3] - Henan Oilfield is improving its quality management system by shifting from mere compliance to effective enhancement through various quality-focused activities [3] Group 4: Continuous Improvement and Risk Management - Sinopec Guangdong Petroleum is advancing its quality management and standardization efforts, achieving a "three-zero target" for five consecutive years, indicating no substantial complaints or quality accidents [4] - Tianeng Chemical is leveraging AI and big data for precise detection of safety hazards and quality issues, fostering a culture of quality improvement among employees [4] - The company is actively engaging employees in quality enhancement initiatives, contributing to cost reduction and efficiency improvements [4]

中国技工新职业"数智化"趋势明显 中新网郑州9月23日电 题：中国技工新职业"数智化"趋势明显 中新网记者 阚力 竞技场上，争分夺秒，激烈"拼杀"；比赛结束，敬畏对手，师长相称。 选手平均年龄仅24岁的中华人民共和国第三届职业技能大赛(简称全国技能大赛)竞技场上，"数智化"程 度最高的新职业赛项，成为中青年选手角逐的高地。 作为中国赛事规格最高、竞赛项目最多、参赛规模最大、影响范围最广的综合性国家职业技能赛事，全 国技能大赛设置的赛项也被认为是就业趋势的风向标。 近年来，中国"数智化"程度较高的前沿技术等领域，产业链长、发展空间大、人才需求旺盛，强动手、 重实践的技工院校学生和一线工人，正在成为这些领域高质量发展的必然要素。 值得一提的是，本届大赛中，智能制造、高端装备、数字技术、新能源等前沿技术领域赛项占比超过 50%。 大赛现场，集成电路工程技术赛项的27位选手熟练使用虚拟仿真制造设备完成晶圆加工，这一场景备受 关注。该赛项讲解员、河南医药健康技术学院教师米嘉慧告诉记者，"新职业不是高高在上，不同类别 的人才有不同的分工，不一定都是搞科研的博士"。 以服务机器人为例，经过多年研发、实验及应用，其研发水平已 ...