齐鲁晚报·齐鲁壹点记者 赵波 从谋划十余年的双山隧道开工建设、胶州湾第二隧道主线掘进超七成，到53个老旧小区改造惠及1.56万 户居民、136个城中村改造让20个村居民喜迁新居；从全国率先推出"好房子"建设标准体系，到配售型 保障房"以需定购"模式获市场认可、首批房源当日售罄……2025年，青岛市住房和城乡建设局深入贯彻 落实青岛市委、市政府决策部署，真心实意惠民生、真招实策稳增长、真抓实干促转型，以扎实的工作 成效回应市民期待，努力让城市发展更有温度，让民生福祉更有保障，交出一份"城市让生活更美好"的 住建答卷。 编者按：2025年青岛市政府部门"向市民报告、听市民意见、请市民评议"活动（即"三民"活动）已经启 动。为更好地倾听民声、尊重民意、顺应民心，充分展示今年以来政府各部门认真贯彻落实市委、市政 府部署要求，扎实做好稳增长、提质效、促改革、惠民生、防风险各项工作取得的新进展新成效，齐鲁 晚报·齐鲁壹点将陆续刊登各部门亮点工作情况。 坚持有机更新、建改并重，城市品质更加彰显 青岛深化全国首批中央财政支持城市更新行动城市建设，保障全市城市工作会议圆满召开，擘画今后一 段时期城市发展蓝图。 一是完善市政路网 ...

证券代码：000878 证券简称：云南铜业 云南铜业股份有限公司投资者关系活动记录表 编号：2025-20 | 投资者关 | 特定对象调研 ☑ | | | | □分析师会议 | | --- | --- | --- | --- | --- | --- | | 系活动类 | □媒体采访 | | | | □业绩说明会 | | | □新闻发布会 | | | | □路演活动 | | 别 | □现场调研 | | | | □其他 | | 活动参与 | 国投证券 | | | | 周古玥、陈天琰，招银理财袁尧、郝雪梅、吴嘉杰、姚思劼、彭治 | | 人员 | 力 | | | | | | 时间 | 2025 年 | 12 月 | 10 | 日 | 16:00—17:00 | | 地点 | 公司 会议室 | 3322 | | | | | 形式 | 座谈交流 | | | | | | 上市公司 | | | | | 财务部（资本运营部、证券事务部）经理、证券事务代表：刘八妹 | | 参加人员 | | | | | 财务部（资本运营部、证券事务部）业务经理：岳圣文 | | 姓名 | | | | | | | | | 问答交流： | | | | ...

Core Viewpoint - Sichuan Changhong is leveraging digital transformation to redefine its position in the traditional manufacturing sector, achieving significant revenue growth and aiming to become a leader in global consumer electronics and smart manufacturing during the "14th Five-Year Plan" and beyond [1][2]. Group 1: Financial Performance - Sichuan Changhong's revenue surpassed 100 billion yuan, with a net profit of 5.01 billion yuan in the first half of 2025, marking a year-on-year increase of 78.6%, the highest in nearly four years [2]. - The company has achieved a commercial inventory turnover rate improvement of 145%, saving nearly 100 million yuan in annual inventory costs [2]. Group 2: Technological Advancements - The company has integrated AI technology across its entire value chain, establishing a comprehensive innovation system that includes R&D, production, and products [1]. - The "Changhong Yunfan AI Model Platform" became the first AI model platform in Sichuan Province to be registered with the National Cyberspace Administration, enhancing the AI capabilities of its home appliances [1]. Group 3: Smart Manufacturing - Sichuan Changhong's smart display factory was selected as one of the first batch of excellent smart factories in the country, featuring 18 smart production lines that fully automate key processes [2]. - The factory can handle 6 million personalized orders annually, showcasing its advanced manufacturing capabilities [2]. Group 4: Global Expansion - The company has adopted a localization strategy for its products, focusing on high-end design and energy efficiency for the European market, while emphasizing cost-effectiveness in Southeast Asia [2]. - Sichuan Changhong's products are now available in over 160 countries and regions, reflecting its successful internationalization efforts [2]. Group 5: Future Outlook - For the "15th Five-Year Plan," Sichuan Changhong aims to achieve an 80% coverage rate of advanced smart factories and enhance its integrated manufacturing capabilities [3]. - The company plans to deepen its presence in key international markets, including Europe, Australia, and Indonesia, to increase market share [3].

Core Viewpoint - Sichuan Changhong is leveraging digital transformation to break through as a traditional manufacturing enterprise, achieving significant revenue growth and aiming to become a leader in global consumer electronics and smart manufacturing during the "14th Five-Year Plan" and beyond [1] Group 1: AI and Digital Transformation - Over the past five years, Sichuan Changhong has positioned AI technology as the core engine for transformation, establishing a comprehensive innovation system covering R&D, production, and products [1] - The "Changhong Yunfan AI Model Platform," developed by the company, became the first AI model platform in Sichuan Province to be filed with the National Cyberspace Administration, laying a solid technological foundation for the comprehensive AI integration of home appliances [1] - The AI TV voice interaction system achieves millisecond-level response times with a multi-turn interaction understanding accuracy of 91%, receiving widespread acclaim for its AI home appliance solutions both domestically and internationally [1] Group 2: Smart Manufacturing Upgrade - The smart manufacturing upgrade is another key strategy for Sichuan Changhong, with its smart display factory recognized as one of the first batch of excellent smart factories in the country [2] - The factory integrates industrial robots, 5G, and industrial internet technologies across 18 smart production lines, achieving full automation of key processes and the ability to handle 6 million personalized orders annually [2] - The commercial inventory turnover rate has improved by 145%, resulting in nearly 100 million yuan in annual inventory cost savings [2] Group 3: Globalization and Market Strategy - Sichuan Changhong's globalization efforts have significantly supported its revenue growth, focusing on a "localization" strategy for product offerings tailored to different markets [2] - The company emphasizes high-end design and energy efficiency for the European market, while targeting cost-effective solutions for Southeast Asia [2] - The brand strategy incorporates "sports IP + panda IP" dual-driven marketing and a "online + offline" dual-channel approach to further expand international presence, with products now covering over 160 countries and regions [2] Group 4: Future Outlook - Looking ahead to the "15th Five-Year Plan," Sichuan Changhong aims to deepen its smart transformation, targeting an 80% coverage rate of advanced-level smart factories to solidify high-quality integrated manufacturing capabilities [2] - The company plans to enhance data value extraction and strengthen data analysis applications in decision-making and early warning systems to improve quality, reduce costs, and increase efficiency [2] - On the global market front, Sichuan Changhong will focus on deepening its presence in flagship markets such as Europe, Australia, and Indonesia to increase market share [2]

来源：环球网 在国家战略层面，中央城市工作会议明确提出建设创新、宜居、智慧的现代化人民城市，国家发改委等 部门发布的《深化智慧城市发展 推进全域数字化转型行动计划》，进一步强调加强人工智能公共服务 能力建设，探索构建城市大模型与智能体应用。这一系列政策为城市智能化转型指明了方向、提供了遵 循。 在产业基础层面，浙江乌镇智算中心已建成国产算力集群，成为支撑智能网联汽车、智能制造、政务等 领域高性能计算需求的"数字心脏"，为项目落地提供了坚实的算力支撑。然而当前城市智能化发展仍面 临多重瓶颈：多数业务停留在单点智能化阶段，缺乏跨领域协同与智能决策能力；高质量数据集供给不 足，制约大模型训练与落地；算力资源分散调度低效，中小城市普惠性智能基础设施缺失，导致AI应 用落地成本高、周期长。 为破解上述难题，推动人工智能技术场景化落地与创新要素集聚，中兴通讯联合北京兴云数科技术有限 公司、乌镇大数据高新技术产业园区管理管委会、中国联通浙江省分公司等多家单位，共同打造"基于 异构资源池的城市智能体超级工场"，构建开放协同高效的AI创新基础设施。 构建普惠赋能的AI创新生态 项目以乌镇千卡级国产异构智算资源池为底座，融合高性 ...

从采伐到加工，从生产到流通，广西林业数智转型成效显著：AI`视觉质检让不良品率下降40%， 智能供应链协同使采购及时率提升60%，连续平压技术填补国内产业空白，"人工智能+林业"的创新产 品与典型案例不断涌现。2025年上半年，全区林草产业总产值达5495亿元，同比增长24.3%；按国民经 济统计口径，林业产值增速达8.3%，超额完成自治区下达的4.5%稳增长任务，已连续10个季度领跑农 林牧渔业。 11月下旬，记者走进港南区广西博易特智能家居产业园，12条全自动生产线高速运转，数控六面钻 机精准作业，从原料进厂到成品出库实现全流程无人化。"项目全面投产后，年主营业务收入可达3亿元 以上。"园区生产负责人陈正介绍，通过工业4.0智能体系赋能，企业成功打通个性化定制与大规模生产 的壁垒，产品覆盖整体衣柜、橱柜、护墙板等全品类家居。 从传统手工作坊到数字化智能生产的迭代升级，从单一加工到全产业链布局的战略拓展，作为广西 木业家居产业链最完整的核心区域之一， 港南区木材企业历经多年深耕，已从最初的30多家发展至 1400多家。2025年上半年，当地308家规上木业企业总产值突破102亿元，成功实现从普通基础板材到定 ...

Core Viewpoint - Yunnan Copper announced its strategic focus on "digital transformation, resource expansion, mining optimization, smelting improvement, recycling, and refining of rare metals" to enhance its competitive edge and ensure high-quality development [2] Group 1: Strategic Focus - The company is increasing its efforts in urban mining and the extraction of rare metals [2] - By 2025, the company aims to focus on extreme operational efficiency, targeting a further reduction in main product costs compared to 2024 levels [2] - The company has achieved a competitive cost structure for its main products through years of cost reduction and efficiency improvements [2] Group 2: Profit Contribution and Supply Chain - The company is enhancing the profit contribution from by-products such as sulfuric acid, selenium, tellurium, platinum, palladium, and rhenium to improve overall competitiveness [2] - Increased procurement of urban mining materials is being prioritized to ensure raw material supply and mitigate challenges posed by processing fees [2]

Group 1: Production and Resource Management - The production situation of the major shareholder's Peru Copper is normal, with a signed equity custody agreement to avoid competition and protect shareholder interests [2] - The company is focusing on resource replacement and increasing reserves, with significant investments in geological research and exploration activities [3] - The company is in the process of acquiring 40% of Liangshan Mining from Yunnan Copper Group, which will enhance resource reserves [3] Group 2: Cost Management and Competitive Advantage - The new Southwest Copper project utilizes advanced smelting technology to reduce production costs and enhance competitiveness [4] - The company has a competitive advantage in smelting processing costs due to ongoing cost reduction and quality improvement measures [4] - The company maintains stable long-term relationships with suppliers to ensure a steady supply of raw materials [5] Group 3: Strategic Response to Market Changes - The company is implementing a strategic layout focusing on digital transformation, resource expansion, and cost reduction, aiming for further cost decreases in 2024 [6] - The company is increasing the procurement of urban mining resources to mitigate the impact of declining processing fees [7] - Sulfur production and sales have seen significant price increases this year, contributing positively to the company's performance [7]

Core Points - The eighth China International Import Expo (CIIE) took place in Shanghai from November 5 to 10, emphasizing green and low-carbon initiatives [1] - Gold East Paper, a subsidiary of the Nine Dragons Paper Holdings, showcased its zero-carbon office paper and other eco-friendly products at the expo [2][3] - The company plans to launch a 50 MW rooftop distributed photovoltaic project in 2024, aiming to generate over 50 million kWh of solar power annually, reducing CO2 emissions by approximately 40,000 tons [3] - Evonik Industries introduced 11 new products in the fine chemical sector, with four being global debuts, highlighting international collaboration and innovation [4] - COSCO Shipping's logistics services facilitated the transportation of South American products to Shanghai, enhancing global supply chain efficiency [5] - The Zhenjiang Economic Development Zone aims to attract foreign investment, with a reported 39% share of the city's foreign capital in 2024, and has cumulatively utilized over $10 billion in foreign investment [6]

Core Viewpoint - The rapid growth of inclusive finance in China is significantly contributing to the economy, with a notable increase in micro and small enterprise loans, reflecting a robust support system for economic development [2][3]. Group 1: Inclusive Finance Growth - As of the end of September 2025, the balance of inclusive micro loans reached 36.09 trillion yuan, marking a year-on-year growth of 12.2%, which is 5.6 percentage points higher than the overall loan growth rate [3][4]. - The balance of operating loans for farmers with a single credit limit of less than 5 million yuan increased by 346.5 billion yuan in the first three quarters [3]. - The total amount of loans issued since the establishment of the financing coordination mechanism for small and micro enterprises has reached 22 trillion yuan [2]. Group 2: Policy and Implementation - The "14th Five-Year Plan" emphasizes the development of inclusive finance, with a focus on practical implementation guided by the People's Bank of China [2]. - The National Financial Supervision Administration and the People's Bank of China jointly released a plan in June 2025, outlining 16 measures to enhance the inclusive financial service system [3]. Group 3: Innovations in Inclusive Finance - The research identified three major innovative highlights in inclusive finance: 1. The digital transformation of inclusive finance, utilizing big data and AI to enhance credit assessment and service delivery [6]. 2. The exploration of inclusive supply chain finance, providing targeted financial services along the supply chain to alleviate financing difficulties for small and micro enterprises [6][7]. 3. The development of region-specific inclusive financial products tailored to local economic characteristics, such as specialized loans for local industries [7]. Group 4: Guangdong's Inclusive Finance Initiatives - The Guangdong province has seen an 8% year-on-year growth in inclusive loans, outpacing the overall loan growth rate by 2.3 percentage points [8]. - A case collection initiative has been launched to identify and promote exemplary practices in inclusive finance from financial institutions in Guangdong, focusing on digital transformation, supply chain finance, and regional characteristics [9].