数字中国建设

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港股午评|恒生指数早盘跌0.49% 苹果概念股集体走低
智通财经网· 2025-05-19 04:07
Group 1 - The Hang Seng Index fell by 0.49%, losing 114 points, while the Hang Seng Tech Index dropped by 1.03%, with a trading volume of 105.5 billion HKD in the morning session [1] - Nvidia's CEO Jensen Huang stated that the company is reassessing its strategy in the Chinese market due to U.S. government restrictions on the export of the Hopper architecture H20 chip to China, and will not launch the Hopper series chips in the future [1] - Semiconductor stocks rose against the market trend, with Hua Hong Semiconductor increasing over 4% and SMIC rising more than 1.8% [1] Group 2 - Fubo Group saw an increase of over 4% following the release of the "Digital China Construction 2025 Action Plan," which aligns with the company's AI service layout [2] - Four Seasons Pharmaceutical surged over 16% after receiving drug registration approval for two indications of its Pyrotinib tablets [3] - Xiansheng Pharmaceutical rose over 7% as the resurgence of COVID-19 raised attention, with its product Xianoxin being the first oral COVID-19 drug in China to receive regular approval [4] Group 3 - CanSino Biologics saw an increase of over 6% after collaborating with CSPC to develop KN026, which has reached the primary endpoint of the PFS [5] - Giant Legend surged over 12% as the show "Travel Diary 3" gained popularity, leading to the company's IP business revenue surpassing its new retail business for the first time [5] - Guming increased over 3% after being included in the Hang Seng Composite Index, with CICC optimistic about its same-store sales growth maintaining a high year-on-year level in Q2 [6] Group 4 - Aimee Vaccine rose over 9% as both the U.S. and China approved clinical trials for the iterative mRNA shingles vaccine [7] - Apple-related stocks collectively declined, with notable drops including Highgreat Electronics down 3.89%, Sunny Optical down 3.95%, and BYD Electronics down 1.7% [7] - Alibaba's stock continued to fall over 4% after its fourth fiscal quarter revenue fell short of expectations, and reports indicated that its AI collaboration plan with Apple is under U.S. review [8]
海外周报:入境旅游迎来新催化,潮玩企业Letsvan旗下wakuku发布三代产品
HUAXI Securities· 2025-05-19 03:05
Group 1: Policy Changes - China will implement visa-free policies for Brazil, Argentina, Chile, Peru, and Uruguay from June 1, 2025, to May 31, 2026, allowing ordinary passport holders to enter for up to 30 days without a visa[1] - This policy aims to enhance inbound tourism and is expected to increase overall demand in the inbound tourism sector[1] Group 2: Product Launch - Letsvan's WAKUKU brand launched its third-generation collectible figures on May 17, 2025, with a retail price of 69.8 CNY per unit and 418.8 CNY per box[2] - Letsvan, acquired by Quantum Song in March 2025, has established itself as a potential leader in the domestic collectible toy market, integrating traditional culture with modern trends[2] Group 3: Market Performance - The Hang Seng Index rose by 2.09%, while the Hang Seng Technology Index increased by 1.95% during the week of May 12-16, 2025[9] - The Nasdaq Composite Index saw a significant increase of 7.15%, reflecting strong performance in the U.S. market during the same period[17] Group 4: Investment Recommendations - Analysts recommend focusing on sectors benefiting from AI and technology advancements, including Alibaba, Tencent, and Meituan, as well as companies with strong domestic consumption fundamentals[3] - The report highlights the importance of embracing new consumption patterns and technological integration for future growth[3]
【立方早知道】潘功胜、李云泽、吴清,最新发声/上市公司重大资产重组新规落地/油价或迎年内第五降
Sou Hu Cai Jing· 2025-05-19 00:51
第 632 期 2025-05-19 焦点事件 证监会亮剑!何某儒操纵股票,被罚没2.94亿元 李云泽指出,支持金融政策先行先试,完善首都金融服务体系。深化金融领域"两区"建设,助力构建首都金 融对外开放新高地。推动央地协同走深走实,共筑更加稳固的首都金融防线。 吴清指出,中国证监会将把推动资本市场高质量发展与更好服务首都发展紧密结合起来,把立足服务首都所 需和发挥资本市场所能紧密结合起来,深化投融资综合改革,加快推进北交所服务创新型中小企业主阵地建 设,强化多层次市场功能发挥,打造资本市场改革开放新高地,合力推进重点领域风险化解,更好实现资本 市场与首都经济发展的良性互动。 宏观要闻 5月LPR将公布 5月17日消息,证监会日前披露的行政处罚信息显示,自然人何某儒因操纵证券市场,被证监会"没一罚一", 合计罚没2.94亿元。 这不是个例,记者注意到,今年以来,证监会已经开出了3张操纵市场的亿元级罚单。今年2月,杨某操纵"安 奈儿"等多只股票,盈利1.4亿元,被罚没2.8亿元。同月,谢某操纵"渝三峡A"等多只股票,盈利8145.26万 元,被罚没1.77亿元。 首都金融工作座谈会上潘功胜、李云泽、吴清有哪些最 ...
国家数据局发布《数字中国建设2025年行动方案》 八大行动全力释放数据要素价值 新质生产力得以不断壮大
Zheng Quan Ri Bao· 2025-05-18 16:15
Core Viewpoint - The "Digital China Construction 2025 Action Plan" aims to significantly advance the digital economy and enhance the quality and efficiency of digital development by the end of 2025, with specific targets set for various sectors [1][2]. Group 1: Action Plan Objectives - By the end of 2025, the core industry value added of the digital economy is expected to exceed 10% of GDP, with a computing power scale surpassing 300 EFLOPS [1]. - The plan emphasizes the importance of digital governance, digital culture, and ecological civilization, aiming for substantial improvements in these areas [1]. - The action plan outlines eight major initiatives, including the development of AI applications and high-quality data sets, as well as advancements in smart manufacturing and intelligent terminals [1][2]. Group 2: Industry Insights - Experts express confidence in AI's potential to drive the digital industry, highlighting sectors like smart manufacturing, intelligent connected new energy vehicles, and finance as ripe for AI applications [2]. - The balance between data sharing and privacy protection is identified as a critical challenge, necessitating robust legal frameworks and advancements in privacy technologies [2]. - The action plan aligns with China's strategic goals for high-quality economic development and the cultivation of new growth drivers, focusing on enhancing data quality and usability [2][3].
关税,传来大变数!重磅数据来袭,周二见!证监会最新发布!影响一周市场的十大消息(新股+点评)
券商中国· 2025-05-18 10:38
01 潘功胜、李云泽、吴清,最新发声! 5月16日,北京市委书记尹力调研首都金融高质量发展,并召开金融工作座谈会。中央金融办副主任王江,中国人民银行行长潘功胜,国家金融监督管理总局局长 李云泽,中国证监会主席吴清,北京市委副书记、市长殷勇参加。 以下为座谈会上吴清、潘功胜、李云泽的最新发言: 潘功胜:将持续推动强大的中央银行与国家金融管理中心建设互促共进,支持完善首都金融功能布局 潘功胜指出,强化北京国家金融管理中心功能,是党中央交给北京市和金融系统的共同任务。中国人民银行积极支 持北京市经济金融高质量发展,着力营造良好的货币金融环境,支持重点经济领域发展,推动首都金融业平稳健康 发展,优化北京金融营商环境。面向"十五五",中国人民银行将紧紧围绕金融强国建设,持续推动强大的中央银行 与国家金融管理中心建设互促共进,支持完善首都金融功能布局,支持北京打造科技金融发展高地,推动北京人民 币国际化继续走在全国前列,不断提升北京国家金融管理中心的国际影响力。 李云泽:支持金融政策先行先试,完善首都金融服务体系 02 证监会,最新发布!事关重大资产重组 5月16日,证监会发布修改后的《上市公司重大资产重组管理办法》,建 ...
南财数据周报(48期):政务数据共享迈入法治化新阶段 山东连发两文推动“人工智能+”
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-17 03:11
南方财经全媒体记者徐小琼 广州报道 近期,数据要素相关政策文件密集发布。国家数据局综合司近日首次向地方数据管理部门印发了《数字 中国建设2025年行动方案》,提升数字中国建设水平。5月9日,国务院常务会议审议通过《政务数据共 享条例(草案)》,强调在保障数据安全基础上,破除数据壁垒,构建全国一体化政务大数据体系。同 日,中国人民银行发布《中国人民银行业务领域数据安全管理办法》,从业务数据分类分级、全流程管 理、技术要求等方面,加强金融数据安全治理。 南财数据点评:清华大学公共管理学院教授孟庆国指出,条例首次以行政法规的形式明确政务数据共享 的相关内容,标志着我国政务数据共享工作迈入法治化新阶段。条例的出台将助力破解政务数据共享中 的堵点卡点,提升数据供给和利用效率。同时,通过明晰权责要求,有效弥合政务数据共享工作中 的"模糊地带",全面规范政务数据共享。 3.央行发布《中国人民银行业务领域数据安全管理办法》 5月9日,中国人民银行发布《中国人民银行业务领域数据安全管理办法》,在业务数据分类分级与总体 要求、全流程业务数据安全管理要求、全流程业务数据安全技术要求、业务数据安全风险与事件管理、 法律责任等方面作出 ...
《数字中国建设2025年行动方案》印发 不断壮大数字领域新质生产力
Ren Min Ri Bao· 2025-05-16 22:02
方案部署了体制机制创新、地方品牌铸造、"人工智能+"、基础设施提升、数据产业培育、数字人才培 育、数字化发展环境优化、数字赋能提升等8个方面的重大行动。 完善数据工作央地政策协调机制。建立健全全方位多层次的统筹工作体系,加快完善地方数据管理机构 的相关职能。 本报北京5月16日电 (记者王云杉)国家数据局综合司近日印发了《数字中国建设2025年行动方案》。 加快推动物联网、工业互联网优化升级,深入实施"东数西算"工程,逐步实现各地区算力需求与国家枢 纽节点算力资源高效供需匹配。 方案提出,到2025年底,数字中国建设取得重要进展,数字领域新质生产力不断壮大,数字经济发展质 量和效益大幅提升,数字经济核心产业增加值占国内生产总值比重超过10%,数据要素市场建设稳步推 进,算力规模超过300百亿亿次/秒(EFLOPS),政务数字化智能化水平明显提升,数字文化建设跃上 新台阶,数字社会精准化、普惠化、便捷化取得显著成效,数字生态文明建设取得积极进展,数字安全 保障能力全面提升,数字治理体系更加完善。 (文章来源:人民日报) 发展彰显优势、体现特色的数字产品和数字产业。加快锻造数据领域"长板",通过技术创新、功能改 ...
数字中国建设出台路线图:到2025年底 数字经济核心产业增加值占国内生产总值比重超过10%
Mei Ri Jing Ji Xin Wen· 2025-05-16 14:14
Core Insights - The National Bureau of Statistics has released the "Digital China Construction Action Plan 2025," marking the first guidance document for local data management departments to advance digital construction in China [1] - By the end of 2025, significant progress is expected in digital China construction, with the core industry value of the digital economy exceeding 10% of GDP and computing power surpassing 300 EFLOPS [1] Group 1: Digital Economy Development - The action plan emphasizes the enhancement of digital economy quality and efficiency, with a focus on the growth of new productive forces in the digital sector [1] - The establishment of a data factor market is highlighted as a key area for steady progress [1] Group 2: Artificial Intelligence Initiatives - The action plan outlines eight major actions, including the development of high-quality datasets for artificial intelligence and the promotion of "AI+" applications across various sectors [2][3] - Significant advancements in AI applications within the real economy have been noted, with over 100 industrial model application platforms currently in use [2] Group 3: Industry Policy and Innovation - Local governments, including Beijing, Guangdong, and Jiangsu, are implementing supportive policies for "AI+" initiatives, indicating a strong push towards intelligent manufacturing and green manufacturing [3] - The plan calls for strengthening the technological foundation and enhancing data governance to support the development of high-quality industry datasets [3] Group 4: Data Quality and Sector Focus - The action plan stresses the importance of data labeling in key sectors such as transportation, healthcare, finance, manufacturing, and agriculture to build high-quality industry datasets [6] - The focus on these sectors is due to their extensive use of AI applications, which require accurate and diverse data labeling for effective model training [6]
5月16日重要资讯一览
Zheng Quan Shi Bao Wang· 2025-05-16 14:04
Group 1 - The Chinese government strongly opposes the U.S. measures against Chinese chip products and AI industry, claiming they violate market rules and disrupt global supply chains [1] - The China Securities Regulatory Commission (CSRC) has announced changes to the major asset restructuring management measures, encouraging private equity funds to participate in mergers and acquisitions [1] - The State-owned Assets Supervision and Administration Commission (SASAC) emphasized the importance of high-quality completion of state-owned enterprise reforms by 2025 [2] Group 2 - The National Bureau of Statistics has issued the "Digital China Construction 2025 Action Plan," aiming for significant advancements in the digital economy, with core industry value-added accounting for over 10% of GDP by 2025 [2] - The Ministry of Commerce highlighted the importance of expanding the departure tax refund policy to boost consumption and enhance the experience for foreign travelers [3] - A joint initiative named "Sword Net 2025" has been launched to combat online copyright infringement, focusing on various sectors including audiovisual works and software [3] Group 3 - The film market in China has seen a strong start in 2025, with total box office revenue reaching 26.649 billion yuan, a year-on-year increase of 28.87%, and domestic films accounting for 95.81% of the total [5] - The Hang Seng Index will include Midea Group and ZTO Express, while BYD will be added to the Hang Seng Tech Index [5] - The Shanghai Stock Exchange has taken regulatory measures against 163 cases of abnormal trading behavior, focusing on stocks with delisting risk [5][6] Group 4 - Companies like Ningde Times have set their H-share price at 263 HKD per share, indicating strong market interest [6] - A-share companies are actively engaging in share buybacks and capital increases, with notable plans from companies like Jianghan New Materials and Aoyang Technology [6] - Guangdong Province has introduced an action plan to promote high-quality development in venture capital, encouraging diverse entities to participate [4]
新华财经晚报:我国城市规划“全面体检”套餐出台
Xin Hua Cai Jing· 2025-05-16 09:53
Domestic News - The 2025 version of the "National Land Spatial Planning Urban Health Assessment Regulations" was officially released on May 16, emphasizing a people-centered approach and enhancing planning adaptability. New indicators include the area of agricultural land within 20 kilometers of urban areas and the number of water sources, aimed at improving urban food security and water supply [1] - The Ministry of Commerce announced efforts to accelerate the implementation of the departure tax refund policy, enhancing the coverage of tax refund stores and the attractiveness of refund products to boost inbound consumption and support economic recovery [2] - In the first quarter, China's digital industry achieved a business revenue of 8.5 trillion yuan, a year-on-year increase of 9.4%, with profit totaling 572.1 billion yuan, up 7.0%. The growth rate of key indicators in the digital industry accelerated, indicating a surge in innovation [3] Trade and Finance - From January to April, Jiangsu Province's total goods trade import and export value reached 1.85 trillion yuan, a year-on-year increase of 5.7%, which is 3.3 percentage points higher than the national average. Exports amounted to 1.23 trillion yuan, growing by 10.3%, while imports decreased by 2.5% to 615.79 billion yuan [4] International News - In the week ending on the 14th, U.S. stock markets experienced their first inflow of funds in five weeks, totaling 19.8 billion USD, while the bond market attracted 13.1 billion USD in inflows for the third consecutive week [6] - Walmart announced plans to raise prices on certain products in the U.S. due to the impact of U.S. tariff policies [6] - The Central Bank of Mexico announced a 50 basis point reduction in the benchmark interest rate to 8.5%, with potential for further cuts to address weak economic growth and declining inflation trends [6]