南方财经 21世纪经济报道记者胡慧茵 马来西亚槟城、雪兰莪州报道 中企也在协助马来西亚打造面向未来的数字基础设施。中兴通讯在马来西亚的策略，核心是围绕当地发 展需求，以"技术+生态"模式助力其经济锻造"新动能"，为当地带来先进的技术与解决方案。与此同 时，马来西亚的市场需求也为中国通信技术的迭代与产业升级提供了关键场景，共同推动了区域通信行 业向更高效、更普惠的方向发展。这不仅是基础设施的建设，更是一种可复制的数字化发展模式的输 出，是共建"一带一路"倡议下互利共赢的实践。 为探寻马来西亚从"制造"到"创造"的经济转型路径，2025年底，21世纪经济报道记者赴马来西亚进行实 地调研，走访了槟城招商局、槟城芯片制造厂、位于雪兰莪州的第二个集成电路设计园区、中国-东盟 人工智能实验室以及中兴通讯等关键机构与企业。 聚焦产业革新计划，马来西亚槟城与雪兰莪州谱写发展的新篇章。槟城依托"东方硅谷"的产业基础，向 半导体价值链前端升级；雪兰莪则借力国家打造"半导体产业第二极"的规划，落地首个芯片设计中心， 推动产业从"马来西亚制造"向"马来西亚创造"发展。 伴随马来西亚向高价值产业转型，在马中企的角色也从"投资者"向"共 ...

智慧、智能、智聚三条"智链"拉动制造业提档升级 济宁"智造"托举"大国重器" 飞驰的高铁动车组如何稳稳刹停？核电站海水管道怎样实现数十年抗腐？推土机如何会思考能决 策？这些"大国重器"平稳运行的密码，藏在济宁制造业的"智造"基因里。当地以智慧、智能、智聚三 条"智链"为牵引，用一个个硬核配套案例，挺起了先进制造业的脊梁。 智能制造的"数字引擎"，让济宁"智造"托举起"大国重器"。前不久，宁德核电鼓网主轴防腐作业现 场来了一台"磁吸式爬行机器人"装置，实现了"遥控打磨+自动喷涂"一键搞定，无需脚手架即可精准修 复涂层破损。 这台爬行自如的机器人来自山东尚核电力科技有限公司。作为一家专业为核电站"护肤"的企业，尚 核电力不断将数字化、智能化引入生产和施工场景，实现了质量、效率双提升。目前，公司在海洋防腐 工程、各类管道制造和安装等领域均已达到国内领先水平，服务范围覆盖全国100多台核电机组。 数字化转型的深度，决定着制造业的高度。尚核电力的质效优势，背后是济宁数字产业化"十大工 程"和产业数字化"八大行动"的强力支撑：当地构建"项目—企业—产业"数字经济发展体系，规上企业 数字化转型率达92.7%。12家国家级5 ...

1月26日，"以信而立，聚AI同行"首届深圳基金会生态共建大会暨公益年会在宝安区欣旺达（300207） 智慧园区举行。会议透露，截至2025年底，深圳基金会总量已达521家。 采写：南都N视频记者 潘莹瑜 为破解行业发展痛点，深圳市基金会发展促进会在会上宣布启动"双百计划"，赋能100家中小基金会、 打造100个品牌公益项目，并同步建设数字化服务平台与AI行业数据库。 当日，腾讯公益慈善基金会、深圳市慈善会、壹基金等机构发布了涵盖流动困境儿童精准关爱、乡村振 兴赋能、生态环保等领域的多个创新公益项目。来自字节跳动、卓越集团等企业的代表围绕"人工智能 时代下深圳基金会的作用发挥"进行了深入研讨。 深圳慈善行业联合党委书记、市慈善事业联合会常务副会长刘国玲表示，希望深基会持续发挥行业枢纽 作用，汇聚政府、企业及社会组织等多方力量，推动公益慈善事业向更规范、更专业、更高效、更温暖 的方向发展，为深圳建设中国特色社会主义先行示范区注入慈善力量。 在"十五五"规划开局之年，公益慈善事业如何融入国家高质量发展大局成为行业关注焦点。深圳市基金 会发展促进会会长、欣旺达集团创始人王明旺在会上介绍，2020年至2024年间，全 ...

近日，工业和信息化部等八部门印发的《"人工智能+制造"专项行动实施意见》提出，推动建立企 业首席数据官制度，持续推进数据管理能力成熟度国家标准贯标，夯实企业数据治理基础。 这并非首份提及首席数据官（英文简称为CDO）的重磅文件。近年来，《加快数智供应链发展专 项行动计划》等多份文件鼓励建立首席数据官制度，将这一群体逐渐推到聚光灯下。作为数字时代 的"新C位"，首席数据官是数字资产的"掌舵人"，肩负着管理和运用企业数据资产、充分挖掘数据价 值、驱动业务创新和业务转型变革的关键使命。 "据不完全统计，全国已有超过160个城市建立了政府首席数据官制度。"长期研究数据治理的电子 科技大学公共管理学院副教授韩啸告诉科技日报记者，近年来，政府部门、企事业单位对首席数据官的 重视程度正在快速提升，呈现出从试点探索到全面推广的发展态势。 首席数据官是个什么"官"？他们面临着哪些挑战？未来发展前景如何？科技日报记者采访了多位专 家。 激活"沉睡"的数字富矿 2019年，党的十九届四中全会首次将数据列为与劳动、资本、土地、知识、技术、管理并列的生产 要素。 "就像'体检单'，企业健康与否一目了然。"杨平介绍，以前银行贷前调查要派 ...

国泰海通晨报 2026 年 01 月 29 日 国泰海通证券股份有限公司 研究所 [Table_Summary] 1、【策略研究】：本轮全球宽松周期下，各类资产关联度上升，新任美联储主席的变动有望重塑 全球货币政策路径与市场空间。 2、【建筑工程研究】华电科工：2025 全年公告重大合同同比增 83.8%，其中 2025Q4 重大合同同 比增 87.1%。重大合同快速增长，并将在后续不断落地，预示公司基本面有望受益提升。 3、【美妆研究】若羽臣：公司公告预计 2025 年归母净利润 1.76-2 亿元，同比+67%-89%，主要受 益自有品牌及品牌管理业务加速成长，看好旗下绽家、斐萃等多品牌高增，打开成长天花板。 [汤蔚翔 Table_Authors] (分析师) 电话：021-38676172 邮箱：tangweixiang@gtht.com 登记编号：S0880511010007 [Table_ImportantInfo] 今日重点推荐 方奕(分析师) 021-38031658 fangyi2@gtht.com S0880520120005 黄维驰(分析师) 021-38032684 huangweich ...

Core Viewpoint - The company, Sheyan Institute (300732), forecasts a net profit loss for 2025 ranging from 136 million to 176 million yuan, an improvement from a loss of 222 million yuan in the previous year [1] Financial Performance - The expected net profit loss for 2025 is projected to be between 136 million and 176 million yuan, while the previous year's loss was 222 million yuan [1] - The anticipated non-recurring net profit loss for 2025 is estimated to be between 143 million and 185 million yuan, compared to a loss of 234 million yuan in the prior year [1] Reasons for Loss - The primary reasons for the loss include a decrease in traditional business revenue due to macroeconomic conditions and market supply-demand dynamics [1] - The company has experienced an extended collection period for receivables and an increase in the aging of accounts, leading to a significant rise in impairment losses recognized under accounting standards [1] Positive Factors - The company is actively expanding into new business areas such as smart construction and digital intelligence, which is expected to contribute to overall revenue growth year-on-year [1] - Through ongoing digital transformation and implementation of cost-reduction measures, the company anticipates a significant decrease in costs and expenses compared to the same period last year [1]

新工集团超2000万元专项基金精准激励引育用留，驱动高质量发展 开启人才"密钥" 激发"裂变反应" 为了让"产业头雁"既能放开手脚闯市场，又能共享发展红利，南京工艺参照新工集团长效激励与企业发 展深度绑定的模式推出项目"挂牌揭榜"制，鼓励人员"自建团队"踊跃揭榜，累计兑现"榜金"百余万元。 作为企业领航者，汪爱清带领南京工艺积极探索中长期激励机制，牵头建立超额利润分享模式，企业连 续3年达到分享条件并实施兑现，以良性激励机制推动企业持续盈利。 "一个人跑得快作用不大，要一群人跑得远。"在育才上汪爱清同样不遗余力。她针对科研人员及一线操 作人员，设立"首席"岗位，大胆起用"80后"技术骨干担任"首席"，让能者揭榜，论功行赏。像江苏 省"333高层次人才"冯宇、江苏五一工匠培育对象李家喜这样的高技能人才纷纷涌现。 精准支持，厚植"科研尖兵"成长沃土 如果说领军人才是"开路人"，那么科研人员就是"筑基者"。2025年12月30日，国家知识产权局公布"一 种氨基噻吩类化合物的制备方法"专利，金陵药业科研团队再次走到聚光灯下。这项技术将关键合成步 骤大幅缩短，效率提升显著。 "搞科研要耐得住寂寞。南京对科研人才的重视和 ...

Core Insights - The digital financial service M-Pesa is transforming lives in rural Kenya, providing access to banking services through mobile technology, with over 51 million users across Africa, highlighting the importance of digital financial inclusion in the continent's economic growth [2] - The IMF projects that Africa's economy will show resilience and steady growth, with a forecasted growth rate of over 4% in 2026, surpassing the global average [2][3] - The African Development Bank reports that Africa will remain a hub for high-growth economies, with some countries expected to achieve double-digit growth by 2026 [3][4] Economic Growth Projections - Africa's economic growth is projected at approximately 4.2% in 2025 and 4.3% in 2026, with 13 countries expected to exceed 6% growth [3][4] - Public debt as a percentage of GDP is expected to decrease from 66.3% in 2023 to 65.5% in 2024, maintaining below 65% through 2026, indicating a more stable macroeconomic environment [3] Regional Performance - East Africa is projected to maintain a growth rate of about 6.2% in 2026, driven by investments in agriculture and energy infrastructure [4] - West Africa is undergoing significant economic transformation, with countries like Senegal, Guinea, Côte d'Ivoire, and Ghana expected to see growth rates surpassing 6% [4] - Southern Africa faces slower growth due to challenges such as power shortages and high-interest rates, but a moderate recovery is anticipated in the latter half of 2026 [4] Digital and Green Energy Initiatives - The rapid adoption of digital technology and green energy projects is seen as a key driver of economic growth in Africa, with over 800 million active mobile payment accounts in sub-Saharan Africa [5][6] - The African e-commerce market is growing rapidly, with user numbers expected to reach approximately 518 million by 2025 and a market size of around $84 billion by 2030 [5] Infrastructure and Trade Developments - Significant progress is being made in infrastructure projects, such as the completion of the Guinea Bissau bridge and the activation of the Tanzania-Zambia railway project, enhancing regional connectivity [8] - China remains Africa's largest trading partner, with trade exceeding $300 billion for the first time, reflecting a diverse and dynamic trade relationship [7][8]

Core Insights - The company has implemented a comprehensive digital transformation, achieving significant improvements in production efficiency and environmental sustainability through advanced technologies and automation [1][2][3]. Group 1: Digital Transformation and Automation - The company has interconnected over 10,000 devices and deployed 208 AI models, covering 368 data standards and 400 key indicators, facilitating real-time data flow across the entire production process [1]. - The central control room operates like "intelligent driving," allowing a few technicians to monitor all production data and quickly address any anomalies [1]. - The introduction of unmanned vehicles has optimized operational routes and improved mining efficiency, while also enhancing safety by reducing human presence in hazardous areas [1]. Group 2: Economic and Environmental Benefits - The digital transformation has led to a 1.07% reduction in coal consumption per ton of clinker, improving production stability [2]. - The integration of an intelligent quality system has automated the entire sampling, preparation, analysis, and batching process, achieving over 86% accuracy in strength prediction and reducing limestone variability by 0.71% [2]. - The company has established a "health record" for equipment management and a fully automated supply and logistics system, enhancing operational efficiency [2]. Group 3: Performance Metrics and Recognition - Since the digital transformation, production efficiency has increased by approximately 11.1%, with 100% of key equipment achieving numerical control and connectivity [3]. - The company has significantly reduced comprehensive electricity consumption, physical coal consumption, and carbon dioxide emissions, aligning with green development goals [3]. - The company has received multiple accolades, including "National Excellent Intelligent Factory," "National Green Factory," "National High-tech Enterprise," and "National Green Mine," highlighting its achievements in green intelligent manufacturing [3].

Core Insights - The article highlights the transformative impact of digital financial services like M-Pesa on rural farmers in Kenya, showcasing the broader trend of digital financial inclusion across Africa, which has over 51 million users [1] - The International Monetary Fund (IMF) projects that Africa's economy will show resilience and steady growth, with a forecasted growth rate of over 4% in 2026, surpassing the global average [1][2] Economic Growth Projections - Africa is expected to remain a hub for high-growth economies, with at least half of the world's fastest-growing economies located on the continent [2] - The African Development Bank forecasts a 4.2% economic growth rate for 2025, increasing to approximately 4.3% in 2026, with 13 African countries projected to exceed 6% growth [2] Debt and Inflation Trends - The median public debt-to-GDP ratio for African countries is projected to decrease from 66.3% in 2023 to 65.5% in 2024, remaining below 65% through 2026 [2] - The average inflation rate in the region is expected to decline from 13.7% in 2025 to 10.3% in 2026, creating a more favorable fiscal environment [2] Regional Economic Performance - East Africa is projected to maintain a growth rate of about 6.2% in 2026, driven by investments in agriculture and energy infrastructure [3] - West Africa is undergoing significant economic transformation, with countries like Senegal, Guinea, Côte d'Ivoire, and Ghana expected to achieve over 6% growth in 2026 [3] - Southern Africa faces slower growth due to challenges like power shortages and high domestic interest rates, but a moderate recovery is anticipated in the latter half of 2026 [3] Digital and E-commerce Growth - The rapid proliferation of digital technology and e-commerce is significantly contributing to Africa's economic growth, with active mobile payment accounts exceeding 800 million in sub-Saharan Africa [4] - The e-commerce market in Africa is experiencing rapid growth, with user numbers increasing at an annual rate of approximately 18% since 2014, projected to reach about 518 million users by 2025 [4] Renewable Energy Initiatives - African nations are accelerating the development of green energy projects to address energy bottlenecks, with South Africa aiming to attract over 130 billion rand in private investment for renewable energy by 2030 [5] - Ethiopia is exploring various renewable energy sources, while Morocco aims to capture 4% of the global green hydrogen market by 2030 [5] Trade and Investment Dynamics - China remains Africa's largest trading partner, with bilateral trade exceeding $300 billion for the first time in 2025, reflecting a diverse trade structure [6] - The African Continental Free Trade Area is progressing, with 48 countries having ratified the agreement, expected to boost intra-African trade significantly by 2045 [5][6] Infrastructure and Cooperation - Significant progress has been made in infrastructure projects, such as the completion of the Guinea-Bissau bridge and the activation of the Tanzania-Zambia Railway project [7] - Chinese enterprises are increasingly involved in infrastructure and renewable energy projects across Africa, contributing to the continent's industrialization and economic integration [7]