星标 ★ IPO日报 精彩文章第一时间推送 高清屏幕前，李悲鸿正在详细讲解如何借助强大的算力支撑动画渲染。作为公司董事长，近年来， 他带领公司运营的贵安超算中心，累计为广东、上海、湖北、四川及贵州等多个省市输送约3000 万卡时算力，并提供了超过3300次的服务支持。 五个月前，电影《哪吒之魔童闹海》在春节档期大获成功，总票房突破158亿元， 其中，1900多 个特效镜头中，超过40%的渲染工作是由贵安新区科创产业发展有限公司（下称"贵安科创"）运营 的贵安超算中心提供算力保障。 贵安科创被定位为政府数字文化产业的公共运营平台。作为链主企业，它致力于带动贵州贵安新区 数字文化产业的发展，是"中国数谷"贵安新区凭借其智算产业的硬核实力，进而助推"大数据+实体 经济"深度融合的生动缩影。而"中国数谷"蓬勃发展的态势，亦是贵安新区近年来高质量发展的显 著例证。 2015年6月，习近平总书记视察贵州、亲临贵安，嘱托"中央提出把贵安新区建设成为西部地区重 要经济增长极、内陆开放型经济新高地、生态文明示范区，定位和期望值都很高，务必精心谋划、 精心打造" "新区的规划和建设，一定要高端化、绿色化、集约化，不能降格以求"。 ...

Core Viewpoint - The State Administration for Market Regulation has issued a notice to enhance the quality and competence of small and medium-sized enterprises (SMEs) through a new model that involves government coordination, technical institution guidance, and broad participation from enterprises [1] Group 1 - The initiative focuses on key industrial chains to develop quality management solutions tailored for SMEs [1] - The program aims to introduce scientific quality management concepts, tools, and methods to SMEs [1] - There is an emphasis on exploring the integration of new technologies such as big data and artificial intelligence with quality management [1] Group 2 - The initiative encourages SMEs to expand new scenarios and practices in the digital and intelligent application of quality management [1] - The goal is to accelerate the maturity leap in quality management for SMEs [1]

相关链接 市场监管总局开展中小企业质量素质提升活动 金十数据6月20日讯，近日，市场监管总局印发《关于开展中小企业质量素质提升活动的通知》，聚焦 中小企业质量短板，通过推广应用先进的质量管理工具方法，推动企业降本提质增效，引导企业向上竞 争，以质取胜。按照《通知》部署，各地市场监管部门将围绕重点产业链，实施"政府统筹推动、技术 机构牵引组织、链上企业广泛参与"的中小企业质量素质提升新模式，形成一批面向中小企业的质量管 理解决方案，推动中小企业导入科学的质量管理理念、工具和方法。特别是要积极探索大数据、人工智 能等新技术与质量管理深度融合，推动中小企业在质量管理数字化、智能化应用方面拓展新场景、开展 新实践，加快质量管理成熟度跃升。 ...

6月19日，新华社社长傅华在俄罗斯圣彼得堡出席第19届亚洲—太平洋通讯社组织（亚通组织）大会。 新华社记者 曹阳 摄 新华通讯社社长傅华在开幕式致辞中指出，亚太地区是推动经济全球化的火车头，是世界经济增长 中心、全球发展稳定之锚和合作高地，在应对全球性挑战的过程中发挥着重要作用。新华社呼吁亚太地 区通讯社携手增进互信，倡导包容，推动合作，助力共赢。新华社将切实履行职责，深化与各成员机构 伙伴关系，建好用好世界媒体峰会、"全球南方"媒体智库高端论坛、中国—中亚通讯社论坛等多边机 制，共谱通讯社交流发展新篇章。 新华社圣彼得堡6月19日电（记者黄河 刘恺）第19届亚洲—太平洋通讯社组织（亚通组织）大会19 日在俄罗斯圣彼得堡开幕。为期两天的会议中，来自亚洲和太平洋地区的通讯社代表将围绕新闻通讯社 如何应对世界变局与技术挑战进行深入讨论。 俄罗斯总统新闻秘书德米特里·佩斯科夫在开幕式宣读了俄总统普京致大会的贺信。普京表示，当 前，客观及时的信息对加强各国及人民之间的互信理解至关重要。作为全球最大通讯社联合体，亚通组 织多年来在全球新闻传播中占据重要地位，期待本届大会通过建设性交流，探讨制定富有前景的合作项 目，促进 ...

报告导读： 风险提示：行业竞争加剧，宏观环境疲软，海外市场开拓受阻等 公司概要：伟仕佳杰是亚太地区重要的科技产品渠道开发与技术方案集成服务商。服务网络高度覆盖一 带一路区域，透过 50000 家渠道伙伴，服务 19 亿人群。公司是华为、新华三、阿里、腾讯、曙光、联 想、惠普、戴尔、微软、苹果等 300 多家世界 500 强科技企业，在亚太地区最重要的合作伙伴。业务覆 盖云计算/大数据、人工智能、数据存储、数据分析、基础建设、网络安全、方案交付、移动互联、游 戏娱乐、物联应用、可穿戴设备及虚拟现实产品等十二大领域，在云生态建设、IT 运维服务、供应链 金融、信创产业等拓展出全新版图，为全链路伙伴提供高效、持续、多元的商业生态闭环。财务数据： 2015 年 -2024 年收入 /扣 非 归 母 净 利 CAGR 分 别 为7.7%/9.9%。1Q25 年公司营业收入同比增长 16- 17%，毛利同比增长 20-21%，1Q25 年公司归属于股东净利同比增长 28-29%，我们预计或受益于海外 分销业务结构优化及国产品牌市占率持续提升。 逻辑 1：传统主业收益 AI 浪潮。佳杰云星 AI 算力管理与调度平台、AI ...

Core Viewpoint - Beijing is accelerating the development of intelligent connected vehicles, positioning itself as a global leader in the smart electric vehicle industry, focusing on advanced autonomous driving technology and infrastructure development [1][2]. Industry Development - The "14th Five-Year Plan" emphasizes the integration of intelligent connected new energy vehicles into high-tech industry development, aiming to enhance the competitiveness of the automotive sector through innovation and industrialization [1]. - Beijing has implemented intelligent infrastructure across 600 square kilometers, establishing a city-level experimental platform that integrates "vehicle, road, cloud, network, and map" systems to support rapid technological advancements in autonomous driving [1]. Technological Innovation - The city is fostering core technology innovation by building a national innovation center for intelligent connected vehicles, focusing on key technologies such as perception systems, in-vehicle operating systems, high-precision maps, and intelligent cockpits [2]. - A comprehensive security testing capability has been developed at the National Intelligent Connected Vehicle Innovation Center, addressing issues related to high costs and insufficient validation of safety compliance for smart vehicles [3][5]. Safety Measures - To mitigate security risks like network penetration, a defensive research system has been established, utilizing intrusion detection and defense probes in vehicles to monitor and report potential risks in real-time [5]. - The center has created a vehicle network identity authentication security trust system, which has already served over 20 enterprises and demonstration zones, facilitating secure communication and interoperability across brands and cities [5]. Global Expansion - New Stone Technology's unmanned vehicles have been deployed in over 15 countries and more than 250 cities, with a total of over 5,000 units delivered and an accumulated driving distance exceeding 42 million kilometers [5]. - Beijing has hosted the "World Intelligent Connected Vehicle Conference" for seven consecutive years, promoting international collaboration and leading trends in the global intelligent connected vehicle industry [5].

Core Viewpoint - The Chinese government aims to advance the digitalization, intelligence, and visualization of supply chains through new technologies such as artificial intelligence, IoT, and blockchain, with a target to establish a replicable model for smart supply chain development by 2030 [1][2] Group 1: Action Plan Overview - The "Action Plan" outlines goals to enhance supply chain resilience and security by fostering around 100 leading smart supply chain enterprises and establishing a robust smart supply chain system in key industries [1][6] - The plan emphasizes the integration of modern information technologies to improve transparency, demand forecasting, decision-making, and risk management within supply chains [2][4] Group 2: Key Focus Areas - The plan targets five key sectors: agriculture, manufacturing, wholesale, retail, and logistics, promoting tailored strategies for each to enhance smart supply chain development [3][4] - Specific initiatives include developing smart agriculture, promoting intelligent factories, and optimizing retail supply chains through data integration and consumer feedback [3][4] Group 3: Major Tasks - The "Action Plan" includes ten main tasks such as cultivating leading smart supply chain enterprises, promoting the digital transformation of supply chain management services, and ensuring data security in supply chain operations [4][5] - It also aims to establish a supply chain coordination mechanism and enhance talent development in the field of smart supply chains [4][5] Group 4: Characteristics of the Action Plan - The plan highlights the role of leading enterprises in driving the transformation of smaller businesses and creating a unified public service platform for smart supply chains [5] - It focuses on developing new productive forces through the application of modern technologies to optimize production and distribution processes [5] - A systematic approach is emphasized, involving collaboration among government, industry, and academia to facilitate smooth data flow across the supply chain [5][6]

Company Overview - Xiamen Shiding Sports Industry Co., Ltd. has been established with a registered capital of 3.137878 million RMB [1][2] - The legal representative of the company is Chen Hua [2] - The company is classified under the cultural, sports, and entertainment industry, specifically in the sports sector [2] Shareholding Structure - The shareholding structure consists of three main shareholders: - Xiamen Ziyi Enterprise Management Co., Ltd. holds 49% of the shares - Xiamen Cejuan Enterprise Management Co., Ltd. holds 41% of the shares - Xiamen Baixiang Chuang Management Consulting Co., Ltd. holds 10% of the shares [1] Business Scope - The business scope includes a wide range of activities such as: - Sports guarantee organization - Retail and wholesale of sports goods and equipment - Sports venue management (excluding high-risk sports) - Sports event organization and planning - Information technology consulting and services - Software development and artificial intelligence application software development - Cloud computing technology services and big data services [1]

近日，运满满平台发布了《西瓜行业数观》，全面剖析了中国西瓜产业的产地分布、消费流向及市场特征，为公众揭开了2025年中国"吃瓜江湖"的神秘面 纱。该报告基于平台大数据，详细分析了西瓜的发货、收货情况，以及不同季节和地区的消费特点。 77 1 1 报告显示，2025年上半年，云南凭借其优越的地理环境和气候条件，成功逆袭成为全国西瓜发货量最大的省份，发货量远超山东、河南、海南、安徽等传统 产瓜大省。西双版纳和德宏两地更是以合计400多万吨的西瓜发货量，稳居全国发货城市前两位，成为全国"吃瓜群众"的重要"瓜源地"。 l 除东莞外，保定、重庆、邯郸、郑州等地也是重要的西瓜消费城市。这些城市不仅自身消费量大，还承担着向周边地区转运西瓜的重任。例如，保定作为大 型果蔬集散地，收到的西瓜来自西双版纳、巴彦淖尔、吐鲁番等多个产区，并再转运至北京、石家庄、天津等城市。 从时间维度看，虽然上半年云南西瓜表现抢眼，但传统产瓜大省新疆、宁夏在6-8月的西瓜运输巅峰期依然占据重要地位。数据显示，2024年全年，新疆、 宁夏两省的西瓜发货量稳居全国前两位，而云南、甘肃也保持在前五之列，显示出中国西瓜产地的多样性和稳定性。 在消费端，东莞 ...

6月19日，浙江中国小商品城（600415）集团股份有限公司(以下简称"小商品城")发布公告称，为充分 借助中国香港金融生态优势，丰富金融服务体系，公司全资子公司浙江迅弛数字科技有限公司拟于中国 香港投资5000万港元设立全资离岸子公司迅弛香港有限公司；同时投资1000万港元设立迅弛香港有限公 司的全资子公司迅弛香港东方有限公司，并将其作为中国香港TCSP牌照(全称"信托或公司服务提供者 牌照")申请主体。 公告显示，此次投资是小商品城深化贸易数字化改革、构建全球贸易综合服务商战略的重要步骤，其将 提升公司旗下"义支付"(YiwuPay)平台的跨境金融服务能力，使其在跨境支付的基础上，为有需求的客 户提供定制化财富管理及金融解决方案。 中关村物联网产业联盟副秘书长袁帅在接受《证券日报》采访时表示，TCSP牌照作为信托或公司服务 提供者的重要资质，能够使义支付进入香港这一具有高度金融开放性和创新性的市场。获得该牌照后， 公司可以合法合规地开展信托或公司服务相关业务，这将极大地拓展其业务范围，提升公司在金融领域 的专业形象和声誉。 技术赋能方面，义支付一方面积极引入大数据、机器学习算法等新兴技术，构建起"三位一体 ...