转自：北京日报客户端 多家能源央企在数字化转型中，已取得实质性进展。郭雷、陈掌星、邬江兴、李宁等多位院士、专家带 来20场精彩报告，介绍仿生智能、大模型、工业软件研发以及AI安全等领域最新理论研究与应用成 果，展示运用数智技术培育和发展油气产业新质生产力的广阔前景。 专家认为，目前油气领域垂直模型主要在地震数据、测井曲线、重构补全、预测分析方面做一些工作， 未来将在仿真、开发、管道以及数字煤矿、新能源、制氢、大规模氢储存等得以应用。从地下做到地 上，这将是未来的发展方向。 中国石油石化企业信息技术交流大会是我国石油石化信息技术领域高层次、高水平的科技盛会，已举办 十余届，被中国科协遴选为"重要学术会议"。本届大会设置能源企业CIO论坛、工业互联网论坛、大数 据论坛、人工智能大模型论坛、网络安全论坛、智能油气田论坛等10个专题论坛，4个技术与成果分享 会，并设优秀论文与数智成果展示区。 来源：北京日报客户端 论坛开幕 近年来，在全球范围内以人工智能、大模型为代表的新一代数智技术迅猛发展，正为石油石化等传统行 业转型升级，培育新质生产力提供了难得的机遇。中国石油学会理事长焦方正表示，要以应用场景为牵 引，加快落地 ...

Core Insights - The bamboo shoot industry in Yong'an City, Fujian Province, has an annual output value of approximately 10.7 billion yuan, while the bamboo and wood industry chain has an annual output value of about 24 billion yuan [1][6] - Yong'an City is leveraging digital technology to accelerate the transformation and upgrading of its bamboo shoot industry towards scale, mechanization, intelligence, and industrialization [1] Group 1: Industry Development - The bamboo forest area in Yong'an City covers 1.02 million acres, contributing to its reputation as the "Hometown of Bamboo Shoots" [1] - The city has 169 bamboo shoot processing enterprises, successfully creating 20 series of over 2,000 varieties of bamboo shoot products [6] Group 2: Technological Advancements - In the planting phase, smart sensors are used to monitor soil temperature and humidity in real-time, enabling intelligent irrigation [1] - The use of CNC equipment for transportation and sorting has significantly improved planting efficiency [1][3] Group 3: Processing Innovations - The introduction of 1,114 smart electric drying rooms has replaced traditional coal and wood fuel methods, reducing costs and pollution while improving product quality [5] - The transition from manual to automated processes has diversified product types and enhanced precision and quality, achieving full utilization of bamboo [3][5] Group 4: Market Expansion - The industry is expanding its market reach through e-commerce platforms, enhancing brand recognition and reputation, with products exported to countries such as South Korea, Japan, and Europe and America [6] - The average annual output value per acre exceeds 2,000 yuan, indicating strong economic performance in the bamboo shoot sector [6]

Core Viewpoint - The company reported a decline in revenue and net profit for 2024, but showed signs of recovery in Q1 2025, with a focus on energy digitalization and AI integration as part of its strategic transformation [1][2][3]. Financial Performance - In 2024, the company achieved revenue of 4.48 billion yuan, a year-on-year decrease of 5.2% [1] - The net profit attributable to shareholders was -250 million yuan, a year-on-year decline of 141.4% [1] - The non-recurring net profit was -280 million yuan, a year-on-year decline of 152.1% [1] - For Q1 2025, the company reported revenue of 670 million yuan, a slight year-on-year decrease of 0.1% [1] - The net profit attributable to shareholders was 3.37 million yuan, indicating a turnaround from losses [1] - The non-recurring net profit was -4.28 million yuan, with losses narrowing by 90.7% [1] Business Strategy and Developments - The company is committed to energy digitalization and energy internet as dual driving forces, accelerating its AI initiatives [2] - In 2024, the company completed the restructuring of non-core businesses, resulting in a one-time financial impact of approximately 490 million yuan due to goodwill impairment and cost capitalization [2] - The company acquired a 10% minority stake in Bangdao Technology, making it a wholly-owned subsidiary, and increased market efforts in the new electric path business, with a sales expense ratio of 18.1%, up 5.6 percentage points year-on-year [2] - The energy digitalization business generated revenue of 2.15 billion yuan in 2024, down 7.5% year-on-year, primarily due to the restructuring of non-core businesses [2] Growth in Energy Internet and AI Applications - The energy internet business grew rapidly, achieving revenue of 1.8 billion yuan in 2024, a year-on-year increase of 17.6%, and continued to grow in Q1 2025 [3] - The company’s life payment platform for utilities surpassed 500 million users, with daily active users nearing 20 million [3] - The new electric path charging business recorded an annual charging volume of 5.2 billion kWh, and the distributed photovoltaic cloud platform connected 25 GW [3] - The company enhanced its competitive advantage in electricity market trading, with annual trading volume exceeding 1.9 billion kWh, a year-on-year increase of over five times [3] - In Q1 2025, the new electric path platform's operating losses significantly decreased, and the photovoltaic cloud platform added over 10 GW of distributed photovoltaic connections [3] Investment Outlook - The company aims to become a leading AI-driven technology energy enterprise, benefiting from the trends of electricity marketization, digitalization, and scenario-based electricity usage [4] - Following the restructuring of non-core businesses, the company is expected to improve its profitability, with projected net profits of 490 million yuan, 600 million yuan, and 740 million yuan for 2025-2027, representing year-on-year growth of 294.1%, 23.8%, and 22.3% respectively [4] - The company is assigned a target price of 15.74 yuan based on a 35x PE ratio for 2025, with a "recommended" rating [4]

证券代码：300605 证券简称：恒锋信息 债券代码：123173 债券简称：恒锋转债 恒锋信息科技股份有限公司 投资者关系活动记录表 1、市场竞争加剧，导致项目毛利率下降，其中信息技术服务业毛利 率同比减少 4.79%； 2、受宏观经济环境及各级财政资金紧张等综合因素影响，部分项目 验收进度被延迟，客户预算投入阶段性承压，使得 2024 年度营业收入同 比减少 53.07%； 编号：2025-001 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □电话会议 √其他：2025年福建辖区上市公司投资者网上集体接待日活动 参与单位名称 及人员姓名 线上参与公司2024年度网上业绩说明会暨2025年福建辖区上市公司投 资者网上集体接待日活动的投资者 时间 2025 年 5 月 14 日（星期三）15：30-17：00 地点 公司通过"全景路演"网站（http://rs.p5w.net）采用网络远程的方 式召开 公司接待人员 姓名 董事长：魏晓曦 副总裁、董事会秘书：陈凡 财务总监：赵银宝 独立董事：杨守杰 投资者关系活动 主要内容介绍 一、公司简 ...

Core Insights - The article emphasizes the fundamental restructuring of customer acquisition logic for enterprises in the context of deep penetration of the digital economy, highlighting the necessity for small and medium-sized enterprises (SMEs) to build a "data-driven customer acquisition ecosystem" to overcome growth bottlenecks [2][3]. Challenges in Digital Transformation for SMEs - SMEs face three main challenges in their digital transformation journey: 1. Inefficiency due to imbalanced input-output, with an average of over 500,000 yuan wasted annually on ineffective technology investments and a conversion rate of less than 1.5% for search engine ads [3]. 2. Management difficulties from operating across multiple platforms, where human resource costs account for over 30% of marketing budgets, and content production relies heavily on manual efforts, leading to long production cycles [3]. 3. Loss of business opportunities due to data silos, with 40% of potential leads lost due to untimely follow-ups and an inability to consolidate customer behavior data for precise operations [3]. Benchmark Practices: Mifushi Zhendao Group's Digital Transformation - Mifushi Zhendao Group, as a pioneer in industry transformation, utilizes T Cloud to create a complete digital chain covering "customer acquisition - conversion - retention," capturing 90% of online traffic through AI-driven diagnostics and optimizing keyword coverage on search engines, resulting in a 30% reduction in customer acquisition costs [6][8]. - The group employs T Cloud's multi-platform publishing capabilities to enhance order management efficiency and reduce response times for inquiries [6]. - Intelligent tools like Zhenwen and Zhenshi automate content generation, producing over 50 high-quality videos monthly on Douyin, with total views exceeding one million, effectively transforming traffic into reusable brand assets [6][10]. Four-Step Model for Digital Customer Acquisition - Mifushi Zhendao Group's success is based on a four-stage model: 1. **Comprehensive Traffic Capture**: Integrating various traffic sources to create dynamic user profiles, leading to a 150% increase in effective clicks for a mechanical manufacturing company [8]. 2. **Multi-Dimensional Content Creation**: Utilizing T Cloud's content production matrix to generate over 300 customized short videos in two weeks, resulting in a 28% increase in search volume on Tmall [10]. 3. **Trust Building through Data**: Constructing a "trust matrix" using third-party sources to enhance credibility across various platforms [11]. 4. **Efficient Conversion Loop**: Implementing an intelligent inquiry system that categorizes and assigns customer inquiries within 10 minutes, increasing repurchase rates to 25% for a fast-moving consumer goods company [12]. Conclusion: Evolution from Tool Empowerment to Ecosystem Development - The integration of the four-step core link through T Cloud yields significant benefits: over 80% utilization of advertising budgets, a 70% reduction in content production costs, and the continuous accumulation of data assets [15]. - The article concludes that digital transformation is not merely about stacking tools but requires a comprehensive restructuring to transition from reliance on external traffic to developing internal growth capabilities, enabling SMEs to establish irreplaceable advantages in a competitive landscape [15].

Core Viewpoint - Modern logistics is crucial for economic circulation, linking production and consumption, and supporting national economic policies through initiatives like the "National Railway Freight Loan" by SPDB [1][2] Group 1: Financial Product Overview - The "National Railway Freight Loan" is a digital financial product tailored for railway freight scenarios, leveraging historical shipping data for credit enhancement [2] - The product aims to provide efficient financing services through fully online operations, directly supporting market entities and stabilizing logistics chains [2] Group 2: Impact on Industries - SPDB's initiative focuses on key industries in Shanxi Province, such as coal, coke, and steel, offering customized financing solutions to meet specific needs [2] - The successful implementation of this loan product has enabled a steel company to resolve its freight turnover issues within 48 hours, showcasing the efficiency of the service [2] Group 3: Strategic Execution and Future Plans - The successful launch of the loan product highlights SPDB's strategic execution capabilities as a state-owned financial institution [2] - Looking ahead, SPDB plans to expand the coverage of the "National Railway Freight Loan" and other financial products to help businesses reduce financing costs and enhance operational efficiency [2]

中证网讯5月16日，A股创新药板块午后拉升，截至14:40，热景生物涨超11%，新华制药（000756）此 前封板，迈威生物涨超8%，天士力（600535）、海创药业跟涨。 创新药ETF(159992)及其联接基金(A类：012781；C类：012782)跟踪的CS创新药指数(931152.CSI)，选 取主营业务涉及创新药研发的上市公司作为待选样本，按照市值排序选取不超过50家最具代表性公司作 为样本股，反映创新药产业上市公司的整体表现。自2020年成立以来，创新药ETF获得资金高度关注。 截至2025年5月12日，基金规模达到了110.23亿元，流动性充足。 从整体来看，将进一步加速推进数字化、智能化技术在医药工业领域的推广应用，以人工智能为代表的 新一代信息技术与医药研发融合日益深入。 从细分领域来看，医药工业数智化全链条传导，利好医药产业链中的医药工业研发和生产、人工智能工 具提供者、医药行业信息化基础设施建设等环节。 在此背景下，银华旗下创新药主题基金，聚焦创新药行业龙头，涵盖化学制药、生物制品、医疗服务等 行业，或可助力投资者把握创新药数智化发展机遇。 近日，工业和信息化部、商务部、国家卫生健康委 ...

Core Insights - The supply chain is recognized as a critical infrastructure and core competitiveness in the industrial sector, with digital transformation becoming an inevitable trend for industry development [1][2] - The "Chain Movement, Trillion Cost Reduction" initiative has been launched in Xi'an, gathering representatives from over a hundred industrial enterprises and supply chain experts to discuss the digital transformation of industrial supply chains [1] - Shaanxi Province, as a significant manufacturing base in China, has a complete industrial system and is accelerating the construction of a modern industrial system supported by trillion-level industrial clusters in modern energy, advanced manufacturing, and strategic emerging industries [1][2] Industry Performance - In the first quarter of 2025, the industrial added value above designated size in Shaanxi Province grew by 9.9% year-on-year, continuing a trend of monthly acceleration [2] - The initiative in Xi'an aims to enhance the industrial chain in Shaanxi, with JD Industrial committing to leverage its digital supply chain advantages to support the construction of a more efficient industrial supply chain ecosystem [2] Strategic Focus - Shaanxi Province is focusing on the development and stability of industrial and supply chains, promoting new industrialization, and continuously upgrading traditional industries while strengthening modern energy and emerging industries [2] - The Shaanxi Provincial Department of Commerce will enhance cooperation with JD Industrial to promote communication and collaboration among local cities and key industrial chain enterprises, supporting the application and promotion of digital supply chain solutions [2]

Core Insights - The article emphasizes the necessity for companies to undergo digital transformation and intelligent upgrades to overcome market competition and achieve sustainable development [1][4] - ERP systems are highlighted as a powerful tool for facilitating digital transformation by enhancing resource integration and management optimization [1][3] Group 1: Company Overview - Zhiyuan International, a leader in the ERP field since its establishment in 2003, has consistently driven industry development with its advanced technology and forward-thinking management philosophy [3] - The company pioneered the "integrated enterprise" management concept, promoting the idea that all internal departments should work closely together to create synergy [3] Group 2: Product Development - The new generation of "integrated ERP" products has been developed under the guidance of the "integrated enterprise" management philosophy, providing robust support for companies' digital transformation [3][5] - This new ERP system integrates data across four dimensions, enabling real-time information sharing and synchronization within the enterprise ecosystem [3][5] Group 3: Brand Strategy - To enhance its market presence, Zhiyuan International has launched a brand ambassador strategy, appointing renowned artist Liu Huan as its first global brand ambassador [4] - This collaboration aims to merge the fields of art and technology, showcasing the company's commitment to brand building and providing a new perspective for industry peers [4] Group 4: Product Performance - The new generation of "integrated ERP" has achieved remarkable sales success, being recognized as the top-selling product for five consecutive years [5] - The product's superior capabilities not only facilitate rapid digital management transformation but also significantly contribute to creating a green ecosystem for enterprises [5] Group 5: Operational Efficiency - The new "integrated ERP" incorporates intelligent applications throughout the management process, enhancing efficiency and reducing labor costs while improving data accuracy [6] - It enables real-time monitoring of production progress and market dynamics, allowing companies to adjust production plans and sales strategies promptly [6] Group 6: Cost Control - The new ERP system optimizes resource allocation by automatically adjusting procurement, production, and inventory management strategies based on market trends [7] - It also helps identify potential cost-saving opportunities through real-time data analysis, thereby lowering operational costs and enhancing overall profitability [7] Group 7: Ecosystem Collaboration - Zhiyuan International focuses on enhancing collaboration across the supply chain, connecting upstream suppliers and downstream distributors through a unified data interface [10] - This approach not only promotes collaborative development within the industry chain but also supports the construction of a green ecosystem [10]

Core Viewpoint - Chengdu Pregnant and Infant World Co., Ltd. has completed its listing guidance report and plans to list on the Beijing Stock Exchange, with Guosen Securities as the guidance institution [2] Financial Performance - In 2024, the company achieved operating revenue of 1.038 billion yuan, a year-on-year increase of 39.71% [3] - The net profit attributable to shareholders was 120.22 million yuan, up 26.92% year-on-year [3] - The gross profit margin was 20.09%, down from 22.16% in the previous year [3] - Basic earnings per share increased to 0.33 yuan from 0.26 yuan, reflecting a growth of 26.92% [3] Ownership Structure - The actual controllers of the company are Jiang Dabin and Wang Weijian, with Jiang holding 5.71% of the shares directly [4] - Together, Jiang and Wang indirectly hold 68.27% of the company through their control of Chengdu Junlong, which gives them a combined voting power of 80.40% [4] Company Background - Founded in 2016, Chengdu Pregnant and Infant World is a digital innovation-driven mother and baby chain enterprise, focusing on professional services to support the sustainable development of maternal and infant operators [2]