Group 1 - The third Saudi Industry Forum "SIF 2025" was held in Dammam, Saudi Arabia, focusing on "Digital Transformation and Sustainable Development" in the industrial sector [1] - Over 30,000 attendees participated in the forum, which included 78 sessions and more than 320 companies [1] - Several prominent Saudi companies, including Saudi Aramco and Al Ojaimi Industrial Group, showcased their presence at the event [1] Group 2 - Six Chinese companies participated in the forum, presenting a variety of products ranging from sea salt to advanced AI technology [3] - Notable Chinese participants included Tianjin Hangu Salt Field, Shanghai's AI Technology Company, and Shanxi Yungang Paper Industry, all of which received positive feedback for their high-quality products [3] - The event featured a product introduction from Hebei's agricultural and commercial associations, highlighting "Hebei Intelligent Manufacturing" [3] Group 3 - Saudi officials expressed a warm welcome to Chinese companies, encouraging investment and collaboration in the Saudi industrialization process [5] - A roadshow and signing ceremony were held for five participating Chinese companies, emphasizing their desire for close cooperation with Saudi firms [5] - Chinese representatives detailed their product advantages and expressed a commitment to mutual growth with Saudi partners [5]

证券代码：002968 证券简称：新大正 Q4、公司应收账款情况及相应管控措施？ 截至上年末公司应收账款 7.66 亿元，其中一年期以内账龄占比 93%，年度整体收费率较好。公司亦通过加强项目品质管理，对应收 账款余额进行监控、及时结算，完善应收账款分层分级管控机制及全 生命周期管理动作，搭建催费数字化工具，强化应收账款管理和预收 管理，以确保公司不会面临重大坏账风险。 新大正物业集团股份有限公司投资者关系活动记录表 编号：2025-001 | | √分析师会议 | √特定对象调研 | | --- | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | 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） | | | | 中信证券、申万宏源证券、东吴证券、兴业证券、东方财富证券、西南 | | | 参与单位名称及 | 证券、招商基金、广发基金、工银瑞信基金、富国基金、中金资管、平 | | | 人员姓名 | 安基金、东方红资管等 | | | 时间 | 2025 年 1-6 月 | | | 地点 | 电话会议、现场交流 | | | 上市 ...

证券研究报告 | 2025年07月09日 泸州老窖（000568.SZ） 优于大市 以消费者为中心，数字化赋能供应链，提升竞争壁垒 市场表现：增速预期下修，估值出现折价。2023H2-2025H1 公司股价跑输白 酒板块 21%，预测 PE 下跌 45%，主因内外部周期叠加，公司收入及业绩增速 边际放缓：行业需求承压影响大单品国窖的量价表现，同时公司自身发展进 入阶段性调整。我们认为市场基于短期增速的定价有失偏颇，当前行业弱景 气度背景下公司积极去化渠道包袱，以消费者为中心推进数字化转型，进行 前瞻性产品布局，管理层面的相对优势仍是共识；当前 PE 接近 2013 年初水 平，于经营、于投资层面均有布局机会。 竞争壁垒：管理禀赋为核，全价位产品布局。公司在行业中为管理驱动类， 组织、渠道为核心优势，历史两轮调整通过深度改革实现破局。公司组织机 制市场化、激励充足，庞大且专业化的销售队伍开拓市场；组织力支撑精细 化的渠道管理模式得以落地跑通，因地制宜、强化管控。产品层面"浓香鼻 祖"名酒基因根植，双品牌多品系布局，全价位带均有可贡献增长的大单品。 数字化思辩：科技增密供应链，以消费者为中心提升竞争壁垒。近两年白 ...

向海图强：十万亿海洋经济赛道创投新机 2025-07-09 向海图强：十万亿海洋经济赛道创投新机 原创 来觅研究院 RimeData 来觅数据 撰稿 李沛瑶 2025-07-09 海洋经济，一般是指为开发海洋资源和依赖海洋空间而进行的生产活动，以及直接或间接开发海洋资源 及空间的相关产业活动。2003 年 5 月，国务院发布的《全国海洋经济发展规划纲要》给出定义：海洋经 济是开发利用海洋的各类产业及相关经济活动的总和。其范畴极为广泛，主要包括海洋渔业、海洋交通运 输业、海洋船舶工业、海盐业、海洋油气业、滨海旅游业等。随着时代的发展与科技的进步，新兴的海洋 产业如海洋新能源（海上风电、潮汐能等）、海洋生物医药、海水淡化及综合利用、海洋信息科技等不断 涌现，进一步丰富了海洋经济的内涵与外延。 随着我国海洋经济的不断发展壮大，为了更好地管理和规划各个海洋相关的领域和活动，国家海洋局下 属的国家海洋信息中心发布了国家标准《海洋及相关产业分类》（GB/T20794-2021）。该标准详细列出 了各种与海洋相关的产业、领域和活动，并将其分为以下五大类。 导读：2025 年 7 月 1 日召开的中央财经委员会第六次会议明确 ...

在青岛西海岸新区，一座融合东西方艺术精髓的现代化校园里，跳动的数字信号与跃动的音乐旋律正谱 写着数字时代的艺术教育新篇章。青岛耶胡迪梅纽因学校——这所世界顶级音乐学府英国耶胡迪梅纽因 学校设立的全球唯一海外分校，近日携手青岛联通完成了一场通信网络技术攻坚战，为这所拥有3.2万 平方米专业教学空间的国际化校园编织出一张5G-A智慧网络，架设起无形的艺术信息高速路。 技术突围：破解声学建筑的通信困局 作为K12基础教育体系与专业音乐教育深度融合的创新型学府，该校自2022年招生以来，凭借全球顶尖 音乐家的师资阵容与千万级专业教学设备投入，已吸引来自全球数十个国家及地区的数百名音乐学子在 此逐梦。其建筑群采用国际前沿声学建构标准，虽成就了声学表现的极致体验，却意外构筑起现代通信 技术的"隐形屏障"。此前，三家技术团队先后铩羽而归，校园通信覆盖短板导致国际视频会议中断、在 线教学卡顿等问题频发，严重制约着这所国际化学府的教学运转。 面对这场特殊技术挑战，青岛联通组建专项攻坚团队实施"破壁行动"。技术团队历经72小时全场景深度 勘测，精准锁定症结——建筑隔音材料中的电磁屏蔽结构形成了特殊信号盲区，导致传统基站覆盖方案 ...

声明称，该文件考虑探索利用人工智能实现自动化和效率改进、露天和地下采矿作业的连通性、云服务 以及应用于采矿过程的技术等领域机会。 据智通财经，智利国家铜业公司7月8日宣布与华为智利公司签署谅解备忘录，主要目标是确定合作领域 并实施联合试点项目，以推动智利国家铜业公司的数字化转型和运营效率。 ...

Group 1 - Hubei has launched a special action plan to accelerate the digital transformation of small and medium-sized enterprises (SMEs), focusing on three types of enterprises: lightweight transformation for micro-enterprises, large-scale transformation for enterprises above designated size, and integrated transformation for specialized and innovative enterprises [1] - The plan aims to address the pain points of SMEs in digital transformation, including lack of funding, talent, and technology, by providing financial support and encouraging the development of specialized financial products [1] - The provincial government will provide a maximum subsidy of 30 million yuan for each provincial pilot city and 8 million yuan for each pilot county to support digital transformation [1] Group 2 - By 2027, Hubei aims to promote digital transformation for over 10,000 SMEs, achieve more than 50 excellent smart factories, and ensure that over 50% of SMEs are cloud-based with a 75% rate of numerical control for key processes [2] - Hubei is the first province in the country to simultaneously carry out provincial-level city pilot programs for digital transformation, with financial support of up to 30 million yuan for each pilot city [2] - The city of Huangshi has focused on advantageous industries and gathered over 50 specialized service providers, creating an industrial internet park that has significantly improved operational efficiency for local SMEs [2]

Core Insights - Fujian Energy and Chemical Group is advancing its digital transformation with the launch of the second batch of "Smart Transformation" demonstration projects, focusing on health, safety, and environmental (HSE) information systems [1] - The global energy and chemical industries are accelerating their transition towards high-end, green, and low-carbon development [1] Group Management Reconstruction - The production command center features a 30-meter long curved 3D visualization screen that enhances management and decision-making efficiency through artificial intelligence [2] - The integration of digital twin technology in the "Energy and Chemical Brain" is facilitating the company's transition to digital management [2] - The company is updating its management mechanisms to optimize resource allocation and enhance core competitiveness through digitalization [2] Supply Chain Financial Integration - The supply chain financial integration system utilizes standardized and digital methods to monitor procurement, inventory, sales, costs, and funds, achieving end-to-end business cycle management [3] - The "Sunshine Procurement Platform" has been established to streamline procurement processes, reducing costs and enhancing oversight [3] Production Innovation - The company is leveraging AI technology to enhance production efficiency, with applications in production scheduling and efficient boiler combustion [4] - The AI-based coal transportation system at Shishi Thermal Power Co. enables continuous fault diagnosis and monitoring, optimizing boiler combustion and reducing emissions [4] - Since 2022, the company has developed nine intelligent manufacturing factories and has been recognized as a digital transformation pilot by the State-owned Assets Supervision and Administration Commission [4] Industry Chain Leap - The company is utilizing AI and IoT technologies to create a video monitoring system for remote construction site management, enhancing data collection and analysis [6] - Future initiatives will focus on digital R&D design and integrated intelligent optimization control to improve resource utilization and production efficiency [6] - The company aims to reconstruct the energy and chemical industry ecosystem through innovation-driven digital transformation, contributing to high-quality industry development [6]

Core Viewpoint - Digital transformation and intelligent development are essential for companies to adapt to the digital economy, enhancing core functions and competitiveness Group 1: Intelligent Value Chain - The company focuses on maximizing overall efficiency through the development of an "intelligent value chain" that emphasizes data-driven and AI-enabled production management [1] - It aims to optimize the enterprise resource planning (ERP) system and improve financial decision-making processes to ensure better resource allocation and faster performance improvement [1] - The company is enhancing its marketing strategies by improving market information systems and customizing production to meet specific demands [1] Group 2: Intelligent Product Chain - The company is committed to creating an "intelligent product chain" that enhances production efficiency through smart scheduling and command systems [2] - It aims to achieve a self-control rate of over 99.5% for its equipment and over 80% coverage of advanced control systems [2] - The company is expanding the use of industrial robots and AR technology to improve operational efficiency and reduce costs and risks [2] Group 3: Intelligent Asset Chain - The company is enhancing equipment management through intelligent systems, aiming for 100% predictive maintenance coverage for critical equipment [3] - It is implementing advanced online monitoring and corrosion prevention strategies to optimize maintenance planning and reduce costs [3] - The company is automating its power systems and transitioning from manned to unmanned operations [3] Group 4: Intelligent Innovation Chain - The company is focusing on technology innovation by leveraging AI and large models to assist in research and development processes [4] - It aims to create a comprehensive management system for intellectual property and enhance the efficiency of technology service capabilities [4] - The company is targeting the development of high-value products that meet domestic needs while aligning with international standards [4] Group 5: Intelligent Governance Chain - The company is modernizing its management mechanisms by establishing an AI management application matrix across all business lines [5] - It is promoting smart office solutions and creating a comprehensive application matrix for various business scenarios [5] - The company is enhancing data security measures and establishing a robust network to protect sensitive information [5]

智通财经记者 | 张熹珑 香港最大航司国泰航空在内地的业务版图持续扩充。 7月8日，国泰集团数码与信息科技深圳办公室揭幕。这是集团在内地规模最大的办公场所，可容纳超过200名员工，将重点承担全球范围内的系统开发、质 量保证及技术支持任务，同时聚焦中国市场的数字化解决方案。 这是国泰集团位于大湾区的第三个IT办公室。继香港总部的IT办公室后，集团去年11月还在广州开设了第二个IT办公室。国泰数码部总经理邹铭诺接受智通 财经等采访时提及，目前集团IT团队有超过1000名人员，其中大湾区内地城市的IT员工已经达到150人，预计今年年底将增加至200人，较2024年底增长一 倍。 今年4月，国泰集团公布了新的子公司"国泰创科"。国泰数码及信息科技董事方逸翔接受智通财经采访时提及，成立该公司的一个目的在于推广研发成功的 数码产品，其中主力推广的是飞行员使用的"电子飞行文件夹"APP，这样一来也可以增加收益，从而投资新的科技产品。 "数字化水平不断提升，我们发现要完成所有工作，需要扩大人才的版图，项目开展离不开内地的技术支持，因此开设了广深的IT办公室。例如之前小程 序、聊天机器人的开发，在香港定了大方向后，让广州团队配 ...