Financial Performance - The company achieved total revenue of 27,789.43 million yuan, a decrease of 0.01% compared to the previous year [2] - The net profit attributable to shareholders was -12,670.59 million yuan, down 6.07% year-on-year [2] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -12,652.86 million yuan, a decline of 3.65% compared to the previous year [2] Business Operations - The IDC and value-added services maintained relatively stable operations, but traditional business segments like server hosting and internet access saw a decline in gross margin due to changes in customer demand [2] - The cloud service business has not yet reached the expected scale, and its benefits do not cover the depreciation impact from increased fixed assets [2] Industry Context - The company is positioned to leverage opportunities from national initiatives promoting digital transformation, new infrastructure, and emerging digital industries such as cloud computing and artificial intelligence [3][4] - The internet data center plays a crucial role in the development of the digital economy, acting as a strategic infrastructure for various industries [3][4] Future Outlook - The company aims to enhance its business layout and expand its scale in response to the national push for digital economy development [4] - Future strategies include upgrading to high-technology, high-computing, and high-efficiency cloud computing, while exploring innovative application scenarios through business collaboration [4]

来源：光明网 4月28日，由数字中国建设峰会组委会主办、安恒信息承办的"浙江之夜"主题活动举行。本次活动以"智 联世界·数创未来"为主题，汇聚政产学研界精英，全方位展示浙江在数据要素市场培育、人工智能创新 应用等领域的前沿探索，为浙江、福建跨区域数字经济合作搭建全新桥梁，助力浙江数据产业迈向新高 度。 福州市政协副主席、省民革副主委、市民革主委林锋，福州市数据局局长薛博，安恒信息董事长范渊， 杭州市数据资源管理局副局长齐同军，温州市数据局局长孙祥光，北京交通大学信息管理理论与技术国 际研究中心特聘教授张向宏等嘉宾围绕数字经济发展作主题演讲与实践分享。 当晚，《动态全过程的数据基础设施安全保障报告》、可信数据空间方案、大模型全流程安全防护解决 方案三大重磅成果正式发布。 闽浙携手，共议数据要素流通新局 "山海不为远，数智可通途。"福建作为"数字中国"战略的思想源头，浙江则是该战略的实践高地。两省 以"山海携手"之势，推动长三角与海峡西岸的数字化协同发展。 福州市政协副主席、省民革副主委、市民革主委林锋在致辞中强调，福州作为"数字中国"建设的发祥地 和实践前沿，浙江作为本届峰会主宾省、全国数字经济发展的排头兵，双 ...

原标题：普陀 政府社会联动 共谋数字经济发展新蓝图 海纳小镇不是镇，中关村不是村，它们都是一个区域面向未来的窗口，科技发展的承载地。 普陀区委书记胡广杰表示，海纳小镇通过布局海纳工程院等新型研发机构和创新配套设施，加速推 动创新要素、数据要素与城区深度融合，加强与杭州云栖小镇、无锡雪浪小镇的"三镇联动"，全力构建 充满活力、包容多元、协同共创的数字经济生态体系。 在前不久召开的海纳大会上，上海市普陀区由点及面地展开一张共享、共创的数创生态图，以数据 为媒，与长三角协同，同世界联通。 由点及面 海纳小镇推动数据要素发挥乘数效应 在我国，超过1.8亿经营主体是数据要素市场化价值化的主战场。而海纳小镇作为一个"数据集"， 正在发挥关键作用。 海纳小镇位于真如城市副中心，依托武宁路沿线科研院所等丰富的科创资源，以及海纳工程院、中 海中心、"真如境"综合体等载体配套，通过机制创新识才、引才、聚才。 如今，以数据为引擎，占地2.32平方公里的海纳小镇，既是普陀区转型发展的"孵化基地"，也是各 类应用场景的"跳板"。 如今，海纳小镇及周边真如副中心集聚了约3000家数字经济企业，以20%的区域企业数量，形成了 近60%的经 ...

Core Viewpoint - The National Data Bureau has launched 70 key public data demonstration scenarios to enhance the development and utilization of public data, with Meiri Hudong's project recognized as a significant example [1][2]. Group 1: Public Data Development - The initiative aims to streamline the supply, circulation, and utilization of public data, creating replicable and scalable models that yield substantial social benefits and strong industrial impacts [1]. - Meiri Hudong's participation in the project reflects its commitment to the public data sector and its role in driving innovation in data utilization [2]. Group 2: Industry Applications - Meiri Hudong has been actively involved in the industrial application of public data, particularly in smart transportation and healthcare, achieving a 20% improvement in urban traffic efficiency through its "Smart Green Wave" product [2]. - The company is advancing its "Data Station" strategy, leveraging technologies like privacy computing and blockchain to create a trustworthy data space, facilitating deep integration of public and industrial data [2].

Core Viewpoint - The Central Enterprise Innovation-Driven Index (000861) has shown a slight decline of 0.16% as of April 30, 2025, with mixed performance among constituent stocks, indicating a volatile market environment for central enterprises [3][4]. Group 1: Index and ETF Performance - The Central Enterprise Innovation-Driven ETF (515900) has decreased by 0.14%, with the latest price at 1.4 yuan, and has a trading volume of 413.75 million yuan, reflecting a turnover rate of 0.12% [3][4]. - Over the past year, the ETF has achieved an average daily trading volume of 38.99 million yuan, ranking first among comparable funds [3]. - The ETF has recorded a net value increase of 20.30% over the past three years, placing it in the top 16.57% among 1,744 index equity funds [5]. Group 2: Fund Characteristics - The ETF's management fee is 0.15% and the custody fee is 0.05%, which are the lowest among comparable funds [5]. - The tracking error of the ETF over the past five years is 0.038%, indicating the highest tracking precision among similar funds [5]. - The current price-to-book ratio (PB) of the index is 1.37, which is below the historical average for over 84.64% of the past year, suggesting a favorable valuation [5]. Group 3: Key Holdings - As of March 31, 2025, the top ten weighted stocks in the index account for 34% of the total index, with notable companies including Hikvision (002415) and State Grid NARI (600406) [6][8]. - The performance of individual stocks within the top ten has varied, with Hikvision showing a slight increase of 0.36% and China Merchants Bank declining by 3.19% [8].

国家数据局：加速数据要素市场化、价值化进程 智通财经4月30日电，第八届数字中国建设峰会正在福建福州举行。国家数据局相关负责人在29日的举 行的"数据要素市场化价值化"分论坛上表示，加速数据要素市场化价值化进程，数据价值的实现方式将 更加多元。国家数据局相关负责人介绍，以场景化加快牵引价值化，数据要素赋能作用不断凸显，数据 资产入表工作稳步推进。截至目前，上市公司披露入表的有88家，入表资产24.86亿元，相比2024年一 季度，分别增加70家和23.82亿元。国家数据局政策和规划司负责人栾婕表示，数据要素价值化本质上 是数据作为生产要素进入经济社会系统、创造和实现价值的过程。与此同时，也激励更多经营主体参与 到数据市场建设中，推动市场化向纵深化发展。 ...

此次发布的《数字中国发展指标体系》包括10个一级指标和47个二级指标。一级指标涵盖数字经济、数 字政务、数字文化、数字社会、数字生态文明等赋能经济社会发展的五大领域，以及数字技术、数据要 素、数字基础设施、国际合作、数字安全等数字中国建设的五大发展基础。 从二级指标看，包含了涉及数字基础设施、数据资源体系、数字中国关键能力、数字治理以及国际合作 等领域展现代表性建设成果的指标。如在数据要素，结合全国数据资源统计调查制度、国家公共数据资 源登记平台，设置"数据产量""公共数据资源登记数量"等指标。 在第八届数字中国建设峰会期间，国家数据发展研究院院长胡坚波发布《数字中国发展指标体系》和数 字中国发展指数。数据显示，2024年数字中国发展指数为150.51，同比增长10.65%。其中，数字基础设 施和数字技术发展较快。 "数据作为数字时代的关键生产要素，正在深刻改变着生产方式、生活方式和社会治理方式，成为培育 新质生产力和实现高质量发展的关键引擎。"胡坚波表示，当前，人工智能等新领域发展对数据工作提 出了新的要求。加快推进数字中国建设，要紧紧抓住人工智能带来的前所未有的发展机遇，推动数据要 素市场化配置改革和"人 ...

Group 1: Automotive Chip Industry - The Ministry of Industry and Information Technology (MIIT) of China has announced plans to accelerate the standardization of automotive chips, including the development of common specifications for environmental reliability, information security, and consistency testing [2] - By 2025, the automotive chip market in China is expected to reach approximately 95.07 billion yuan [2] - High-end automotive chips are currently dominated by foreign manufacturers, indicating a pressing need for domestic production in areas such as MCU, smart power devices, and power management chips [2] Group 2: Data Resource Development - The National Data Bureau has emphasized the importance of developing a national integrated data resource utilization system, focusing on market-oriented and value-driven approaches [3] - The push for public data development and utilization policies aims to unlock the value of public data and foster a new model for large-scale data circulation [3] - The data industry ecosystem is expected to grow, with a focus on data infrastructure, data annotation, and companies with unique high-quality datasets [3] Group 3: GPU Resource Acquisition - ByteDance has acquired GPU resources valued at approximately 2 billion yuan from Tencent, primarily consisting of NVIDIA H20 cards and servers [4] - In the first quarter of the year, ByteDance reportedly stockpiled around 100,000 GPU modules, with an estimated total value of 100 billion yuan [5] - Alibaba has announced plans to invest over 380 billion yuan in cloud and AI hardware infrastructure over the next three years, indicating a significant increase in AI infrastructure investment across the industry [5] Group 4: Explosives Industry Outlook - The explosives industry is expected to see improved conditions due to policy support and the gradual release of downstream demand, with a reported 1.5% increase in explosive production and a 23.03% increase in total profits in the first quarter of 2025 [6] - Mining investment is projected to grow by 10.5% in 2024, maintaining stable demand for explosives in the mining sector [6] - The demand for explosives in regions like Xinjiang and Tibet is on the rise, driven by increased mining activities and government support for infrastructure projects [6]

昨日A股 | 名派 | 1501 | 涨跌幅 | | --- | --- | --- | | 道琼斯 | 40527.62 | 0.75% | | 纳斯达克 | - 17461.32 | 0.55% | | 标普500 | 5560.83 | 0.58% | | 富时100 | 8463.46 | 0.55% | | COMEX黄金 | 3330.20 | -0.52% | | WTI原油 | 60.42 | -2.63% | | 美元指数 | 99.16 | -0.06% | | 美元离岸人民币 | 7.27 | -0.01% | | | 注. 美元指数、汇率为最新价,数据截至北京时间6:30. 其它为收盘价 制图:21投资通 | | 重磅资讯 1、港交所与香港证监会就"中概股回流意向" 已与部分相关企业进行接触 4月29日，A股三大指数微幅下跌，截至收盘，沪指跌0.05%，深成指跌0.05%，创业板指跌0.13%，北证 50指数涨1.24%。全市场成交额10417亿元，较上日缩量350亿元。全市场超3500只个股上涨。 板块题材上，PEEK材料、美容护理、化学制品、人形机器人、农机板块涨幅居前；电力、保险 ...

大家早上壕！ 先看海外要闻： 美国商务部长谈及部分关税谈判进展，声称有的已谈妥待批准，贸易协议的希望提振美股，美股涨幅扩大，三大美国股指刷新日高。标普六连 涨，创三年来最长连涨日。最终收盘道指涨0.75%，标普500指数涨0.58%，纳斯达克涨0.55%。 特朗普签署汽车制造商关税相关行政令，特斯拉收涨超2%，撤销今年业绩指引的通用汽车盘初跌4%，后收窄多数跌幅。 Meta公布财报前六连涨；初步指引逊色的超微电脑盘后一度跳水20%，未能提供指引的Snap盘后跌超10%。中概指数回落0.3%，小鹏汽车跌超 6%，蔚来跌超1%。 美国经济数据均逊色，美债收益率创三周新低。美元指数反弹；离岸人民币一度涨超300点、涨破7.26，创逾三周新高。 关税谈判进展打压，黄金回落，盘中跌超1%；全球贸易战伤害需求前景，原油两连跌，收创逾两周新低，盘中一度跌3%。 AI大赛激烈：阿里Qwen 3发布后，马斯克立刻官宣：下周推出Grok 3.5；Meta推出独立AI应用，正面挑战ChatGPT。 特朗普签署公告将对汽车零部件关税提供补偿。 国内重大事件汇总： 1、习近平在上海考察时强调，加快建成具有全球影响力的科技创新高地。在上 ...