Group 1 - The core viewpoint of the report is that the revenue growth of the Chinese telecommunications sector is expected to slow down to approximately 1% to 2% due to macroeconomic weakness and cautious customer behavior affecting industrial internet revenue [1] - Despite the AI boom driving demand for IDC, telecommunications companies' AI cloud products are not yet mature, and mobile service revenue is facing saturation and intensified competition [1] - The report anticipates that through strict cost control and a decrease in capital expenditures, net profit is expected to grow by 3% to 9%, with dividend yields maintained at an attractive level of 5% to 6% [1] Group 2 - China Mobile (00941), China Telecom (00728), and China Unicom (00762) are forecasted to achieve mid-term service revenue growth of 1.3%, 1.1%, and 2.4%, reaching RMB 469 billion, RMB 249 billion, and RMB 180 billion respectively [1] - Net profit predictions for these companies are 3.4%, 7%, and 8.8% growth, amounting to RMB 82.9 billion, RMB 23.3 billion, and RMB 15 billion respectively [1] - The expected annual dividend yield for China Mobile, China Telecom, and China Unicom is projected to be 6.4%, 5%, and 5.6% respectively [1] Group 3 - The report favors China Mobile as the top pick due to its higher dividend yield, assigning "outperform" ratings to China Mobile, China Telecom, and China Unicom with target prices of HKD 86, HKD 6.2, and HKD 9.5 respectively [1]

Market Overview - The A-share market saw all major indices rise today, with the Shanghai Composite Index up by 0.45% closing at 3633.99 points, the Shenzhen Component Index up by 0.64% at 11177.78 points, and the ChiNext Index up by 0.66% at 2358.95 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 17341 billion yuan, an increase of 1380 billion yuan compared to the previous trading day [1] Industry Performance - Most of the Shenwan first-level industries experienced gains today, with the leading sectors being defense and military, machinery and equipment, coal, textile and apparel, and computer industries, which rose by 3.07%, 1.98%, 1.89%, 1.36%, and 1.30% respectively [1] - Conversely, the pharmaceutical and biological, building materials, commercial retail, social services, and banking sectors saw declines, with decreases of 0.65%, 0.23%, 0.23%, 0.19%, and 0.14% respectively [1] Concept Sector Performance - The top-performing concept sectors today included continuous boards, top ten military industrial groups, aircraft carriers, robots, and military-civilian integration, among others [2] - Notable declines were observed in sectors such as Tibet revitalization, anti-cancer, and CRO [11]

Company Overview - Shanghai Wanwuchain Shangzhixin Technology Co., Ltd. has been established with a registered capital of 10 million yuan [1] - The legal representative of the company is Lü Jiezhong [1] Business Scope - The company’s business scope includes a variety of services such as technology services, technology development, technology consulting, and technology transfer [1] - It also offers industrial internet data services, big data services, supply chain management services, and blockchain technology-related software and services [1] - Additional services include carbon reduction, carbon conversion, carbon capture, and carbon storage technology research and development [1] Ownership Structure - The company is jointly held by Xince Standard, Lü Jiezhong, and Chen Kegan [1]

Group 1 - The stock price of Haoyun Technology closed at 6.92 yuan on August 5, down 0.57% from the previous trading day [1] - The trading volume on that day was 285,620 hands, with a transaction amount of 198 million yuan [1] - The stock opened at 6.97 yuan, reached a high of 7.00 yuan, and a low of 6.87 yuan during the trading session [1] Group 2 - Haoyun Technology is a high-tech enterprise focused on the Internet of Things and cloud computing, with main business areas including smart security and smart city solutions [1] - The company is headquartered in Guangdong and operates within the internet services industry [1] Group 3 - Haoyun Technology has signed a strategic cooperation agreement with China Telecom's Panyu branch, aiming for deep collaboration in industrial internet and cloud computing to promote regional industrial digital transformation [1] Group 4 - On August 5, the net outflow of main funds was 30.87 million yuan, accounting for 0.9% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow was 3.1842 million yuan, representing 0.09% of the circulating market value [1]

编者按：在千年商都的肌理中，粤港澳大湾区正以一场传统与现代的对话，演绎着"老字号"的破茧重 生。在这里，老字号不再只是历史的注脚，它们回应时代命题，书写新质生产力的答卷。它们是大湾 区"敢为人先"精神的缩影，更是大湾区高质量发展的重要引擎。南都·湾财社联合香港贸发局启动"老字 号 '新'活力"专题，通过挖掘、对话老字号，讲述大湾区老字号以"守正"锚定文化根脉，以"创新"打开 增长空间的故事。 赖洁珊：作为食品生产企业，我们在专注食品安全上，首创提出"100-1=0"的品质管理理念。同时坚持 从"农田到餐桌"的全产业链食品安全管理系统，实现全程可追溯，让消费者吃得放心。 作为亚洲饮食文化的全球门户，李锦记积极引入国际先进管理经验，持续优化生产流程，为全球消费者 提供卓越的亚洲美食体验。新会生产基地设有众多先进设施，如在酱油生产上的"连续蒸煮及圆盘制曲 厂房"，打造全自动化控制与产业化生产的"全自动连续压滤系统"，将人工智能技术与工业互联网等关 键技术有机结合，并成功地应用到生产过程中等。 李锦记新会生产基地拥有多项先进设施。 粤港澳大湾区是中国经济高质量发展的重要支撑区，是中华文化链接世界文化的重要平台，也是李 ...

Core Viewpoint - The 2025 China International Industrial Expo focuses on the theme "Digital Transformation · Intelligent Manufacturing Rebirth," highlighting the integration of new-generation information technology with the manufacturing industry [4]. Exhibition Overview - The exhibition will take place from September 23 to 27, 2025, at the National Exhibition and Convention Center (Shanghai), specifically in Hall 5.2 [3][21]. - The New Generation Information Technology and Application Exhibition (ICTS) is a key professional exhibition within the China International Industrial Expo, showcasing cutting-edge results of the deep integration of new-generation information technology and manufacturing [4][6]. Key Highlights - ICTS aligns with national development strategies and market trends, focusing on topics such as new-generation mobile communication technology, industrial internet, industrial operating systems, AI applications, IoT, edge computing, information security, new data storage and chips, digital factories, and digital supply chains [6][8]. - The exhibition serves as a benchmark event for industry professionals, featuring three main highlights: 1. "The Secret of Computing Power" showcasing breakthroughs in semiconductor industry autonomy and collaborative innovation [9]. 2. "AI's Rebellion" focusing on industrial software and AI's role in the digital transformation of manufacturing [9]. 3. "Smart Driving Disassembly" emphasizing a dual-driven model of technology and services to create a comprehensive digital service matrix for manufacturing transformation [9]. Exhibition Areas - The exhibition will include several specialized areas: 1. Integrated Circuit Exhibition Area: Featuring semiconductor manufacturing, key equipment, components, advanced packaging technology, semiconductor materials, and IC design support systems [11]. 2. Digital Technology Exhibition Area: Showcasing new-generation information technology, AI, algorithms, industrial IoT, and operating systems [11]. 3. Industrial Software Exhibition Area: Covering basic software, industry-specific software, embedded software, and trusted computing software [11]. 4. Industrial Services Exhibition Area: Including supply chain services, consulting services, testing and certification services, and education and training services [11]. 5. Application Scenarios Exhibition Area: Highlighting sectors such as equipment manufacturing, information communication, energy, transportation, logistics, and 3C electronics [11]. 6. Innovative Applications Exhibition Area: Featuring smart cockpits, low-altitude economy, embodied intelligence, and incubation acceleration [11]. Concurrent Forums - The event will host several forums, including: 1. International Industrial Internet Conference and Digital Industry Series Summit [14]. 2. Shanghai Integrated Circuit Industry Development International Summit Forum [14]. 3. Various industry seminars focusing on industrial software, AI, industrial computing power, and green development in the semiconductor sector [15][16].

此次同样跻身省级名单的，还有威海中玻镀膜玻璃股份有限公司的"中玻智能工厂综合业务平台"。"平台把生产、 设备、质量、安全环保、成本、仓库等各个环节都'串'了起来，实现'一屏观全局'。"公司相关负责人介绍，走进 企业生产车间，工作人员通过大屏就能实时监控熔窑温度、玻璃流速等关键参数，实现数据自动采集分析，辅助 精准决策。 近年来，我市积极开展"工赋威海·数智引航"行动，持续壮大工业互联网平台体系，推动工业化与信息化深度融 合。截至目前，全市已有国家级特色专业型平台2个、省级工业互联网平台21个，省级以上工业互联网示范标杆达 76个。"聚焦海洋食品、轮胎、钓具等优势产业领域，我们将加快培育一批在全省乃至全国范围内有一定影响力的 工业互联网平台。"市工业和信息化局相关负责人表示，将进一步深化工业互联网平台体系建设，充分发挥现有平 台的典型示范作用，带动更多企业建平台、用平台，为我市制造业数字化转型注入新动能。 近日，省工信厅发布2025年省级工业互联网平台名单，我市共有7家企业平台入选，数量居全省第三位。 此次入选的7个平台属于行业型工业互联网平台，涉及纺织、化学原料和化学制品制造、电子信息制造等重点行 业。这些平 ...

Group 1 - The core viewpoint of the article is the strategic cooperation between Haoyun Technology and China Telecom to promote digital transformation in regional industries through collaboration in industrial internet and cloud computing [1] Group 2 - Haoyun Technology (300448) and China Telecom (601728) signed a strategic cooperation agreement [1] - The collaboration will focus on deep cooperation in the fields of industrial internet and cloud computing [1] - The partnership aims to accelerate the digital transformation process of regional industries [1]

Group 1 - The core viewpoint is that government and banks are actively facilitating financing for small and medium enterprises, exemplified by Wuhan Keqi Industrial Technology Co., Ltd. receiving a loan of 15 million yuan and establishing partnerships with two automotive parts companies [1][2] - Wuhan Keqi Industrial Technology Co., Ltd. is recognized as a national high-tech enterprise and a "little giant" enterprise in Hubei province, focusing on providing smart factory solutions through its self-developed industrial internet platform [2] - The company faced challenges in securing loans due to its light asset structure and significant accounts receivable that were not being collected, which hindered its development [2] Group 2 - The city’s Federation of Industry and Commerce has facilitated approximately 2 billion yuan in financing for enterprises through initiatives like the "Government-Bank-Enterprise Connection Meeting," benefiting around 6,000 small and medium enterprises and business associations [4] - Over the past year, the Federation has organized more than 120 events, including the "Leading Goose Training Camp," training over 5,000 participants and recommending over 200 entrepreneurs for key leadership roles [4] - Future plans include enhancing the "One Enterprise, One File" digital application to create a full-cycle service chain, aiming to provide better and more efficient services for private enterprises [9]

Core Viewpoint - Industrial Fulian's stock price experienced a slight decline on August 4, 2023, indicating a stable yet cautious market sentiment towards the company [1] Group 1: Stock Performance - On August 4, 2023, Industrial Fulian's stock price was reported at 32.97 yuan, down by 0.03 yuan, reflecting a decrease of 0.09% [1] - The trading volume for the day was 1.3818 million lots, with a total transaction value of 4.507 billion yuan [1] - The net outflow of main funds on August 4 was 56.906 million yuan, accounting for 0.01% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 108 million yuan, representing 0.02% of the circulating market value [1] Group 2: Company Overview - Industrial Fulian is recognized as a global leader in smart manufacturing and industrial internet solutions, with primary business segments including cloud service equipment and communication network devices [1] - In the revenue structure for 2024, cloud service equipment is expected to account for 52.43%, while communication network devices will represent 47.26% [1] Group 3: Financial Performance - As of July 31, 2025, Industrial Fulian has repurchased approximately 7.7 million shares, which is 0.04% of the total share capital, with a total repurchase amount of 147 million yuan [1] - The repurchase price range was between 18.4 yuan and 19.84 yuan per share [1] - In the first quarter of 2025, the company achieved a revenue of 160.415 billion yuan and a net profit attributable to shareholders of 5.231 billion yuan [1]