4月25日召开的中共中央政治局会议认为："今年以来，以习近平同志为核心的党中央加强对经济工作的 全面领导，各地区各部门聚力攻坚，各项宏观政策协同发力，经济呈现向好态势，社会信心持续提振， 高质量发展扎实推进"。如何科学看待今年以来的经济形势？我国经济运行中有哪些亮点和增长点？今 天的理论版邀请专家学者围绕经济"一季报"，从不同角度谈亮点、话趋势、论机遇，以飨读者。 ——编者 服务消费扩容升级 服务消费成为新亮点 中国社会科学院财经战略研究院研究员夏杰长 消费是经济发展的基础。今年以来，在以习近平同志为核心的党中央坚强领导下，各地区各部门扎实推 进提振消费专项行动，加力扩围实施消费品以旧换新，消费潜力持续释放，消费对经济增长的基础性作 用进一步巩固。一季度，最终消费支出拉动国内生产总值增长2.8个百分点，贡献了一半以上的经济增 长。其中，服务消费正成为我国居民消费的新亮点和经济增长的新动能。 在服务消费扩容升级的过程中，数字技术发挥了重要支撑作用。一方面，数字技术对海量信息的分析处 理、深度加工和具体运用，为扩大服务消费规模、优化服务消费结构、提升服务消费品质提供了动力， 推动传统服务消费升级，释放服务消费的巨 ...

Core Insights - The company focuses on the "braised food track" and deepens its segmentation strategy, actively exploring digital AI to enhance operational efficiency and increase the success rate of popular products [1] Group 1: Strategic Initiatives - The company has launched three AI applications in collaboration with Tencent, including AI membership, AI ordering, and AI store management, aimed at improving efficiency in marketing, ordering, and store operations [1] - The company has expanded its operations from offline stores to a full-channel digital strategy, covering platforms such as takeaway services, mini-programs, Douyin, Xiaohongshu, and other mainstream internet platforms [1] - The company has successfully developed several popular products with sales exceeding 100 million, including "explosive chicken wings," "explosive thighs," and "absolute lobster tails" for 2024 [1] Group 2: Market Outlook - The braised food market has a substantial scale of 400 billion, indicating significant growth potential [1] - The company is proactively slowing down its store expansion pace to enhance the quality of single-store operations while continuing to push for digital innovation [1] - The company expects a revenue of 365 million from packaged products in 2024, representing a year-on-year increase of 29.13% [1] Group 3: Financial Forecast - The company is projected to achieve revenues of 5.87 billion, 6.00 billion, and 6.38 billion from 2025 to 2027, with year-on-year changes of -6.2%, +2.2%, and +6.3% respectively [2] - The expected net profit attributable to the parent company is 520 million, 590 million, and 680 million for the same period, with year-on-year growth rates of +127.0%, +14.6%, and +15.3% respectively [2]

如何以提高上市公司发展质量为抓手，全力培育和打造一批经营业绩佳、创新能力强、治理体系优、市场认可 度高的一流上市公司？ 5月9日，上海市国资委联合上海证券交易所，共同举办了上海国有控股上市公司2024年度集体业绩说明会，以 推动上海市国有控股上市公司在做强做优做大、提升内在价值的同时，进一步强化投资者关系管理、提高信息 透明度、增进市场认同。 本次业绩说明会上，上港集团、华谊集团、上海医药、浦发银行、中国太保、数据港等6家在上交所挂牌的上 海国有控股上市公司，全方位展示了各自在经营发展、产业布局、技术创新、ESG建设、投资者回报等方面的 成效与未来规划。 近年来，上海市国资委持续加强上海市国有控股上市公司市值管理工作，通过强化政策引领、实施重点领域资 本运作项目、加速国资基金设立及运作、稳妥开展风险防范和处置等举措，助推上市公司提质增效，稳步提升 经营效率和盈利能力。截至2024年末，上海市94家国有控股上市公司总市值2.78万亿元，较年初增加6177.74亿 元，增长28.52%。 今年是"十四五"规划和国企改革深化提升行动的"双收官"之年，也是"十五五"谋篇布局之年。上海市国资委表 示，下一步，上海国资国 ...

Group 1: Core Insights - The Shanghai Municipal State-owned Assets Supervision and Administration Commission and the Shanghai Stock Exchange held a performance briefing to enhance the quality of state-owned listed companies and strengthen investor relations [1][2] - The total market value of 94 state-owned listed companies in Shanghai reached 2.78 trillion yuan, an increase of 617.77 billion yuan or 28.52% from the beginning of the year [1] Group 2: Company Highlights - Shanghai Port Group achieved a container throughput of 51.51 million TEUs, a year-on-year increase of 4.8%, maintaining its position as the world's largest port for 15 consecutive years [3] - Shanghai Port Group's net profit attributable to shareholders reached 14.95 billion yuan, a 13.3% increase year-on-year [3] - Huayi Group reported a revenue of 44.6 billion yuan, a 9.3% increase, and a net profit of 910 million yuan, up 5.8% [5][6] - Shanghai Pharmaceutical achieved a revenue of 275.25 billion yuan, a 5.75% increase, and a net profit of 4.55 billion yuan, a 20.82% increase [8][9] - Pudong Development Bank's net profit reached 45.3 billion yuan, a 23.31% increase, marking the highest growth in nearly 12 years [10][11] - China Pacific Insurance Group reported a revenue of 404.09 billion yuan, a 24.7% increase, and a net profit of 44.96 billion yuan, a 64.9% increase [13][14] - DataPort achieved a revenue of approximately 1.72 billion yuan, an 11.57% increase, and a net profit of approximately 132 million yuan, a 7.49% increase [15][16] Group 3: Strategic Initiatives - Shanghai Port Group is focusing on digital, intelligent, and green transformation to enhance its core business and sustainable development capabilities [3][4] - Huayi Group is advancing major technological projects and has filed 151 patents, with 134 granted [6][7] - Shanghai Pharmaceutical is optimizing its R&D system and has established a new innovation center to accelerate the development of a collaborative ecosystem [8][9] - Pudong Development Bank is implementing a digital finance strategy and enhancing its service efficiency through various digital platforms [10][11] - China Pacific Insurance is expanding its green insurance offerings and enhancing its technology-driven services [13][14] - DataPort is deepening its IDC service capabilities and has been recognized as a top service provider in the industry [15][16]

2024年，泸州老窖智能包装中心建成投产，项目运用AI智能、数字孪生、工业物联网等新一代智能制 造技术，整合生产控制系统、采购管理系统、物流管理系统等六大信息系统，5条灌装生产线平均生产 速度达15000瓶/小时，将生产效率提高2倍以上。同时，每条生产线配备杂质检测机，准确率达 99.99%。依托科技"组合拳"，泸州老窖智能包装中心成功实现灌装速度、质量检测水平、智能化水平、 数字化水平、自主技术创新水平的全面提升。 泸州老窖多年来坚定改革创新，致力于以先进生产力助推传统行业数智化转型的探索实践。近年来，泸 州老窖相继建成泸州老窖黄舣酿酒生态园等重大项目，搭建国家固态酿造工程技术研究中心、国家酒检 中心、国家博士后工作站等科研平台，持续深化与中国科学院、江南大学等科研院所及高校的合作，以 强大的科技力量支撑推动产品持续创新升级。通过数智建设赋能生产、营销和管理等重要环节，泸州老 窖高质量发展迈上新台阶。 履行社会责任，彰显国企担当 4月28日，庆祝中华全国总工会成立100周年暨全国劳动模范和先进工作者表彰大会在北京召开。泸州老 窖股份有限公司党委副书记、总经理林锋荣获"全国劳动模范"称号。 这一荣誉也将激励泸 ...

证券代码：300213 证券简称：佳讯飞鸿 北京佳讯飞鸿电气股份有限公司 佳讯飞鸿 2024 年度业绩说明会 编号：2025-05-09 | 特定对象调研 | 媒体采访  业绩说明会 | 分析师会议 | | --- | --- | --- | | 投资者关系活 | | | | | 新闻发布会 路演活动 | | | 动类别 | 现场参观 | | | | 其他 （请文字说明其他活动内容） | | | 参与单位名称 | 佳讯飞鸿 年度业绩说明会采用网络远程方式进行，面向全体投资 2024 | | | 及人员姓名 | 者 | | | 时间 | 2025 年 5 月 9 日 15:00-17:00 | | | 上市公司接待 | 董事长、总经理：林菁 | | | 人员姓名 | | | | | 董事会秘书：郑文 各位投资者：大家好！ | | | | 欢迎大家参加佳讯飞鸿 2024 年度网上业绩说明会。2024 年，公司 | | | | 紧握宏观经济回暖向好和数智化转型发展的双重契机，保持战略定力， | | | | 强化相对竞争力；全面践行数智化发展理念，积极构建新发展格局；携 | | | 投资者关系活 | ...

金融科技（FinTech）行业 | 洞察报告 核心摘要： 在信创建设稳步推进的背景下，建设以技术迭代与创新化应用为核心驱动的金融业务价值提升体系 ， 政策 聚焦 "科技-产业-金融"为主体的科技金融循环体系建设，强调数据要素在金融业务场景的多元化、依法合 规应用 。 金融市场的繁荣与科技行业的飞速发展共同推动国内金融科技市场规模持续走高，预计将以约 13.3%的复合增长率于2028年突破6500亿元 。本篇报告将结合业内专家观点与典型案例展示，分析在 《金融科技发展规划（ 2022-2025）》收官之年，国内金融机构数智化转型进程与金融科技行业的发展现 状。 近况解读：国内金融科技行业现状分析 在信创建设稳步推进的背景下，建设以技术迭代与创新化应用为核心驱动的金融业务 价值提升体系 政策剖析:近年金融科技行业政策解读 政策聚焦"科技-产业-金融"为主体的科技金融循环体系建设，强调数据要素在金融业 务场景的多元化、依法合规应用 随着金融科技应用与数智化转型进程的推进，国内金融机构已从"立梁架柱"的统筹阶段逐步迈 入"厚积成势"的攻坚阶段，指导性政策的关注点逐渐由技术在业务场景的应用转向产品技术的 可持续迭代与回 ...

证券代码：000737 证券简称：北方铜业 北方铜业股份有限公司 投资者关系活动记录表 编号：2025-01 | | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | 投资者关系活动类别 | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及人员姓 | 线上参与北方铜业（000737）2024年度暨2025年第一季度 业绩说明会的全体投资者 | | 名 | | | 时间 | 2025年05月09日 15:00-16:30 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 董事长 魏迎辉 | | | 副董事长、总经理 姜卫东 | | 上市公司接待人员姓名 | 独立董事 王晓亮 | | | 财务总监 薛永红 | | | 董事会秘书 杨云涛 | | | 1.请问公司是如何应对铜价波动的？未来是否有进 一步的套期保值或风险对冲措施？ | | 投资者关系活动主要内 | 答：您好，公司充分利用套期保值工具应对铜价波动 | | 容介绍 | 风险，已制定 ...

Core Viewpoint - Dongfeng Motor and Huawei are enhancing their strategic cooperation to promote mutual benefits and explore the integration of digital intelligence technology in the automotive lifecycle management [1] Group 1 - Dongfeng Motor's Chairman Yang Qing met with Huawei's Vice President Wu Hui to discuss deepening strategic collaboration [1] - The focus of the discussions was on accelerating Dongfeng's transition to new energy and improving market competitiveness [1] - The collaboration aims to leverage digital intelligence technology to empower the entire lifecycle management of vehicles [1]

Core Insights - The launch of the "Symbiotic Food Material Digital Service Platform" by Liangzhilong and Yunxi Technology marks a significant step towards digital transformation in the food supply chain industry [1][5] - Liangzhilong aims to enhance operational efficiency and transparency across the entire food supply chain, from producers to end customers, through this digital platform [5][9] Company Overview - Liangzhilong, established in 2000, specializes in comprehensive supply chain services in the food sector, with a presence in 24 provincial capitals and Southeast Asia, operating 38 subsidiaries and over 60 direct stores [3] - Yunxi Technology is a leading digital service provider in China, integrating AI and big data to offer comprehensive digital solutions for enterprises, serving numerous Fortune 500 companies [3] Industry Challenges - The traditional food supply chain faces challenges such as inefficient supply-demand coordination, isolated business operations, and unutilized data value [5] - Liangzhilong's initiative to create an "ecological collaboration" aims to address these challenges by fostering business synergy through digital solutions [5] Project Details - The platform will utilize Yunxi Technology's "digital middle platform + scenario-based applications" to connect various stakeholders in the food supply chain, enhancing operational processes and efficiency [5][9] - The project aims to provide clear accountability and quantifiable metrics throughout the supply chain, from procurement to delivery [5] Future Outlook - The collaboration is expected to drive cost reduction and efficiency improvements in the food supply chain, creating sustainable value and replicable business models [9] - Both companies plan to explore further integration of digital technology with industry depth, collaborating with more ecosystem partners to advance the food industry's modernization [9]