Group 1 - The core viewpoint of the articles highlights Tongding Interconnection's strategic focus on enhancing its core business while expanding into new areas such as energy storage and fire safety solutions through recent acquisitions [1][2] - In 2024, Tongding Interconnection achieved a total operating revenue of 2.915 billion yuan and a net profit attributable to shareholders of 77 million yuan [1] - The company completed an acquisition of a 55% stake in Nanjing Yibo Enterprise Management Co., Ltd. for 291.5 million yuan, marking its entry into the energy storage fire safety sector [1][2] Group 2 - The acquisition is expected to enhance the company's industrial chain layout and open new profit growth points, particularly in the critical area of energy storage safety [2] - Tongding Interconnection is committed to smart manufacturing by continuously promoting the intelligent transformation of production lines and optimizing processes through digital technology [2] - The company aims to build a diversified business structure through a dual-driven approach of traditional business and strategic investments, enhancing its ability to withstand market risks and achieve sustainable development [2]

人民网曼谷5月18日电 （记者杨一）18日，"5·19中国旅游日主题嘉年华"在曼谷举行盛典，为为期3天 的活动画上圆满句号。中国驻泰国大使韩志强，泰国旅游与体育部部长索拉翁，泰国国家旅游局局长塔帕 妮，重庆市文化和旅游发展委员会二级巡视员王皞，中国文化娱乐行业协会秘书长孔明，泰国出境旅游协 会名誉会长李朝文，泰国观光旅游协会会长徐佩山，亚太旅游协会首席执行官努尔·阿哈迈德·哈米德，泰 国中国企业总商会名誉主席、工银泰国行长李晓波，中国驻曼谷旅游办事处负责人赵歆等中泰各界人士近 500人出席活动。 活动现场，泰国民众与身着少数民族服饰的重庆代表团旅游推介人员合影。人民网记者 杨一摄 韩志强在致辞中表示，今年是中泰建交50周年暨"中泰友谊金色50年"。近年来，中方持续推出一系列 免签、支付、优化离境退税等便利化政策举措，优先与泰国实现签证互免，努力促进中泰人文交往交流， 热情欢迎泰国游客赴华旅行，亲身感受真实的中国，也期待更多的中国游客来泰领略异域风光。希望双方 业界加强交流合作，共享发展经验，不断推出更多精品旅游产品 ，让"中泰双向奔赴"成为常态，以建交50 周年为契机，携手推动中泰新型旅游合作与高质量发展，不 ...

Core Insights - The demand for video surveillance is increasing due to heightened safety awareness, making it a crucial tool for public security [1][13] - The Chinese surveillance camera industry is experiencing rapid growth, with sales projected to rise from 40.39 million units in 2020 to 53.49 million units by 2024, reflecting a compound annual growth rate (CAGR) of 7.3% [1][13] - The market for optical lenses, essential for camera image quality, is also expanding, with a projected market size of 17.39 billion yuan in 2024, up 7.81% year-on-year [9] Industry Overview - Surveillance cameras are semiconductor imaging devices characterized by high sensitivity, strong light resistance, low distortion, compact size, long lifespan, and vibration resistance [3] - The industry is segmented into fixed and movable cameras, color and black-and-white cameras, and various shapes such as bullet, dome, and PTZ cameras [3] Industry Development - The evolution of surveillance cameras in China has progressed from analog to digital, with significant advancements in technology and increased government support for the security industry [5] - The integration of AI, big data, and cloud computing is driving the shift towards intelligent and networked surveillance systems [5] Market Segmentation - The market is segmented into various types of cameras, with dual and multi-lens cameras expected to capture the largest market share at 32.5% by 2024, followed by bullet-PTZ cameras at 20.1% [15] - Online sales dominate the market, with traditional e-commerce platforms like JD.com and Tmall accounting for 47.6% of sales, while offline sales represent 43.9% [17] Competitive Landscape - The market features a mix of leading brands focusing on innovation and mid-tier brands offering cost-effective products [19] - Key players include Hikvision, Dahua Technology, and Tiandy Technologies, among others [19][21] Future Trends - The industry is expected to benefit from advancements in AI, 5G, IoT, and cloud computing, enhancing the capabilities of surveillance cameras [26] - The application of surveillance cameras is expanding across various sectors, including urban management, internal security for businesses, and smart city initiatives [27][28]

Core Insights - The article highlights the integration of advanced technologies such as 5G, AI, large models, virtual reality, and robotics into the tourism industry, enhancing the travel experience and destination appeal [1] Group 1: AI and Smart Tourism - The Shanghai Municipal Bureau of Culture and Tourism launched the "Hu Xiaoyou" smart city assistant, which has expanded its resource database from 22 to 26 categories, covering various tourism activities and providing real-time travel information [2][4] - The "Hu Xiaoyou" app will connect with platforms like Xiaohongshu, Ctrip, Meituan, and Damai for data exchange, enhancing user experience [2] - Other regions in China are also developing AI-based models to improve destination management and visitor experiences, with solutions focusing on smart services and data analysis [3] Group 2: XR and Immersive Experiences - The "Star Sea Book Navigation XR Immersive Experience Project" was launched in collaboration with the Shanghai Astronomical Museum, utilizing advanced technologies to attract over 2.5 million visitors annually [5] - Virtual reality (VR) and augmented reality (AR) projects are proliferating, with upcoming exhibitions in Shanghai and Sichuan showcasing immersive experiences [5][6] Group 3: Robotics in Tourism - The 2025 Shanghai Tourism Industry Expo introduced an intelligent robot named "Yoyo," which interacts with visitors and enhances emotional experiences [9] - A humanoid robot performed at the Longhua Temple Fair, demonstrating the growing acceptance and interest in technology within tourism settings [8][9] - The tourism industry is seen as a rich platform for technological innovation, with new technologies driving the sector towards greater digitalization and efficiency [9]

以下文章来源于数据宝 ，作者刘俊伶 数据宝 . 数据宝——证券时报智能原创新媒体，中国股市大数据新媒体领先品牌，依托证券时报财经数据库和证监会 指定信息披露媒体的权威信息，让您用手机也能从海量数据中获得有用的决策信息支持，数据是个宝，炒股 少烦恼！ 本周76股获机构扎堆关注。 据证券时报·数据宝统计，本周（5月12日~16日），55家机构合计进行684次评级，共计541股被券商研报给予"买入 型"评级（包括买入、增持、强烈推荐、推荐）。 合计来看，共23股获3家及以上机构重点关注。机构关注度最高的是鼎捷数智，有5家机构评级；中芯国际、中国化 学等5股有4家机构评级。 评级机构家数3家及以上的个股中，汽车股上榜数量最多，共6只。本周汽车板块表现强势，近日国家强制标准《轻 型汽车自动紧急制动系统技术要求及试验方法》完成起草，AEBS将强制安装（详见《强制安装！汽车新规来了，曾 引爆大佬口水战，产业链公司曝光》），周五汽车行业指数大涨1.91%，逾10股涨停。通信、机械设备行业紧随其 后，分别有3只个股上榜。 | | | | 本周(5月12日~16日) 评级机构家数居前的个股 | | | | --- | --- | ...

本周76股获机构扎堆关注。 据证券时报·数据宝统计，本周（5月12日~16日），55家机构合计进行684次评级，共计541股被券商研报给予"买入型"评级（包括买入、增持、强烈推 荐、推荐）。 合计来看，共23股获3家及以上机构重点关注。机构关注度最高的是鼎捷数智，有5家机构评级；中芯国际、中国化学等5股有4家机构评级。 评级机构家数3家及以上的个股中，汽车股上榜数量最多，共6只。本周汽车板块表现强势，近日国家强制标准《轻型汽车自动紧急制动系统技术要求及试 验方法》完成起草，AEBS将强制安装（详见《强制安装！汽车新规来了，曾引爆大佬口水战，产业链公司曝光》），周五汽车行业指数大涨1.91%，逾 10股涨停。通信、机械设备行业紧随其后，分别有3只个股上榜。 23股获机构上调评级 14股最高上涨空间超60% | | | | 本周(5月12日~16日) 评级机构家数居前的个股 | | | | --- | --- | --- | --- | --- | --- | | 代码 | 简称 | 评级家数 | 息市值 (亿元) | 5月以来 涨跌幅 | 行业 | | | | | | (%) | | | 300378 | 鼎捷 ...

Group 1 - The core viewpoint of the news is the emphasis on strengthening the intellectual property (IP) protection system in China to support high-level technological self-reliance and innovation [1][2]. - The "2025 Intellectual Property Power Construction Promotion Plan" outlines clear requirements for improving the IP support system for key core technology breakthroughs [1]. - In 2024, China authorized 1.045 million invention patents, a year-on-year increase of 13.5%, achieving the "14th Five-Year Plan" target ahead of schedule [1]. Group 2 - The plan aims to establish a comprehensive legal system for IP, focusing on areas such as big data, artificial intelligence, 5G, quantum computing, and biotechnology [2]. - There is a need to enhance the incentive mechanisms for IP protection, particularly in emerging technologies and new business models, to maximize innovation vitality [2]. - The protection of IP is described as a systematic project that requires legislative, judicial, and enforcement guarantees to create a coordinated protection framework [2]. Group 3 - The judicial protection system for IP will be improved, with a focus on high-tech achievements and new business models [3]. - There will be an increase in enforcement efforts in key areas of technological innovation, enhancing the legal standards and procedures for IP protection [3]. - The internationalization of IP arbitration and litigation will be promoted, along with better support for Chinese enterprises and citizens in overseas IP rights protection [3].

Industry Overview - The Technology Services industry has experienced strong growth post-pandemic, driven by the rapid adoption of remote work and advancements in technology such as 5G, blockchain, AI, and ML [1][6] - The industry includes companies involved in software support, data processing, computing hardware, and communications equipment, serving both consumer and business markets [3] Economic Factors - The industry is benefiting from a recovering economy, with GDP growth projected at an annual rate of 2.8% in 2024, up from 2.5% in 2023 [5] - The Services PMI has remained above 50% for 56 out of the last 59 months, indicating healthy economic activity [5] Technological Advancements - The global shift towards digitization is creating opportunities in markets such as 5G, blockchain, and AI, with generative AI expected to grow at a 42% CAGR over the next decade, reaching a $1.3 trillion market by 2032 [6] Industry Performance - The Zacks Technology Services industry ranks 49, placing it in the top 20% of over 246 Zacks industries, indicating a promising outlook [7] - Over the past year, the industry has outperformed the broader Zacks Business Services sector and the S&P 500, returning 42.1% compared to 12% and 12.4% respectively [9] Valuation Metrics - The industry is currently trading at an EV-to-EBITDA ratio of 31.02X, significantly higher than the S&P 500's 16.6X and the sector's 12.03X [12] Company Highlights - **AppLovin Corporation (APP)**: Focuses on a software platform for advertisers, enhancing machine-learning models and AI integration. The company has a Zacks Rank 1 and is expected to see earnings rise 85.2% year over year in 2025, with shares up 340.5% in the past year [20][18][19] - **Priority Technology Holdings (PRTH)**: Operates a platform for financial operations, showing strong growth despite economic challenges. PRTH also holds a Zacks Rank 1, with earnings expected to rise over 100% year over year in 2025, and shares up 116.8% in the past year [24][23] - **Qifu Technology (QFIN)**: A China-based credit tech company improving user acquisition and integrating AI for better credit data analysis. QFIN has a Zacks Rank 1, with earnings expected to rise 22.4% year over year in 2025, and shares up 113.7% in the past year [29][27]

Group 1 - Public institutions have shown a strong interest in A-share listed companies, conducting 32,986 research visits covering 1,727 stocks as of May 16 [1] - The technology sector, particularly electronics and computers, has become the focal point for public institutions, with the semiconductor industry leading in research frequency [2][3] - The rise of Chinese technology companies is injecting new vitality into the capital market, with public institutions playing a crucial role in the integration of technology enterprises and capital markets [1][2] Group 2 - The electronics industry topped the research frequency list with 6,142 visits, followed by pharmaceuticals and machinery, while the semiconductor sector received 2,925 visits [2] - Key companies such as Huichuan Technology, Luxshare Precision, and Zhongji Xuchuang have been the focus of public institution research, each receiving over 170 visits [2] - The alignment of public institutions' interest in the technology sector with policy direction and market trends is evident, as emphasized by the China Securities Regulatory Commission [2][3] Group 3 - Public institutions are focusing on the technology sector based on four considerations: policy dividends, valuation advantages, cyclical recovery, and technological breakthroughs [3] - Emerging technologies like 5G, AI, and cloud computing are entering large-scale commercial use, showcasing significant market potential [3] Group 4 - The attention of public institutions towards the technology sector is a long-term strategy, supported by the implementation of the "Action Plan for Promoting the High-Quality Development of Public Funds" [4] - The plan emphasizes the growth of equity funds and the promotion of product innovation, which will provide stable funding support for technology enterprises [4] Group 5 - Investment managers are optimistic about three main investment lines in the technology sector: opportunities in humanoid robotics, the wave of semiconductor domestic substitution, and the revaluation of innovative drugs [5] - The humanoid robotics sector is expected to see explosive growth in commercial orders due to breakthroughs in core components [5] - The semiconductor industry is anticipated to present certain investment opportunities driven by self-innovation in equipment, materials, and manufacturing [5]

Market Size - The Chinese semiconductor IP market has shown rapid growth, reaching a scale of 10 billion yuan in 2019, with a year-on-year increase of 30%. It is expected to exceed 30 billion yuan by 2025 [3]. Market Trend Analysis - Technological innovation is driving market growth, with increasing demand for high-performance and low-power semiconductor IP due to the rapid development of emerging technologies such as 5G, artificial intelligence, and the Internet of Things [4]. - The process of localization is accelerating, supported by national policies, leading to increased attention and investment in semiconductor IP by domestic companies [4]. - The IP ecosystem is gradually improving, providing a rich selection for upstream and downstream enterprises in the semiconductor industry chain [4]. - There is a noticeable trend of cross-industry integration, with the semiconductor IP market increasingly merging with fields like cloud computing, big data, and the Internet of Things, injecting new vitality into the market [4]. Case Analysis - Huawei HiSilicon is highlighted as a leading domestic semiconductor IP supplier, with its self-developed Kirin series processors achieving significant success in both domestic and international markets, showcasing its strength in the semiconductor IP field [5]. Market Opportunities and Challenges - Opportunities include a broad outlook for the Chinese semiconductor IP market, increased policy support, and continuous technological innovation, providing strong guarantees for market development [6]. - Challenges involve the existing gap between China's semiconductor IP market and international advanced levels, with a need for breakthroughs in technological innovation and industry chain integration [6]. Conclusion - The analysis indicates that the Chinese semiconductor IP market will continue to maintain rapid growth in the coming years, with the potential to occupy a more important position in the global market driven by technological innovation and policy support [7].