Core Viewpoint - The company, Zhejiang Zhaolong Interconnect Technology Co., Ltd., is experiencing fluctuations in stock performance, with a recent drop of 5.76% and a market capitalization of 18.572 billion yuan. The company is positioned in the high-speed cable and optical fiber sectors, benefiting from trends in 5G and machine vision technologies [1][2]. Company Overview - Zhejiang Zhaolong Interconnect was established on August 21, 1995, and went public on December 7, 2020. Its main business includes the design, manufacturing, and sales of data cables, special cables, and connection products. The revenue composition is as follows: 43.60% from category 6 and below data communication cables, 20.81% from category 6A and above, 18.04% from special cables, 11.62% from connection products, and 5.94% from other sources [7]. Financial Performance - For the first half of 2025, the company achieved a revenue of 972 million yuan, representing a year-on-year growth of 14.29%. The net profit attributable to shareholders was 89.61 million yuan, showing a significant increase of 50.30% compared to the previous year [7]. Market Position and Trends - The company has established itself as a core partner in the active cable (AEC) sector for international leading interconnect solution providers, leveraging its technological expertise in high-speed cables [2]. - The company’s optical products include fiber jumpers and connectors, primarily serving high-end projects in finance, education, and healthcare, while also expanding into overseas markets [2]. - Zhaolong Interconnect is one of the few domestic companies capable of designing and manufacturing data cables up to category 8, meeting the new data transmission demands of the 5G era [2]. Shareholder and Dividend Information - As of June 30, 2025, the number of shareholders increased by 24.73% to 35,000, with an average of 7,265 shares held per person, a decrease of 3.80% [7]. - The company has distributed a total of 113 million yuan in dividends since its A-share listing, with 82.34 million yuan distributed over the past three years [8]. Investment and Market Dynamics - The company’s overseas revenue accounted for 61.93% of total revenue, benefiting from the depreciation of the Chinese yuan [3]. - The stock has seen a net outflow of 82.56 million yuan today, with a lack of clear trends in major shareholder movements [4][5].

智通财经APP获悉，9月26日，国家发改委印发《关于加强数字经济创新型企业培育的若干措施》的通 知，其中提到，国家发展改革委、国家数据局牵头搭建数创企业培育库，每年遴选发现一批创新能力 强、发展潜力大的数创企业分级分类入库，实行动态调整。各级数据管理部门加强对入库企业的服务对 接和监测分析，有针对性提供各类培育政策、开展精准服务。 组建涵盖相关部门、地方、国有企业、民营企业、科研院所、高等院校、投资机构、孵化机构等各类专 业人员的数创企业专业化遴选培育组，构建"政府+企业+创新+投资"四合一的专业化遴选培育机制。 鼓励有条件地区探索发放"数据券""算法券"，降低治数用数成本。鼓励国有企业、行业龙头企业、平台 企业等构建产业链上下游、平台生态圈数据服务平台，开发提供普惠性数据产品和技术工具，对面向数 创企业发展需求，提供普惠便利数据服务的企业和行业可信数据空间予以重点支持。 原文如下： 关于加强数字经济创新型企业培育的若干措施 数字经济创新型企业（以下简称"数创企业"）是以数据为关键生产要素，以数字技术创新、应用场景创 新、数据价值创新为核心驱动力，具备高敏捷性和高成长性的企业，是发展新质生产力的重要实践主 体 ...

9月26日，国家发改委等部门印发《关于加强数字经济创新型企业培育的若干措施》（以下简称《措 施》）。 《措施》提出，鼓励有条件地区探索发放"数据券""算法券"，降低治数用数成本。鼓励国有企业、行业 龙头企业、平台企业等构建产业链上下游、平台生态圈数据服务平台，开发提供普惠性数据产品和技术 工具，对面向数创企业发展需求，提供普惠便利数据服务的企业和行业可信数据空间予以重点支持。鼓 励数创企业依托公共数据资源登记平台开展数据资源登记。 《措施》要求，深入实施"东数西算"工程，落实有关政策文件要求，坚持国家枢纽节点算力规模部署， 持续优化热点应用区域需求保障。加快构建全国一体化算力网，支持地方协同参与、共同建设，在国家 统一标准指导下，推动全国算力资源有序池化，并网运行，打造集算力统筹监测、统一调度、弹性供 给、安全保障于一体的新型算力网基础设施。引导各类算力资源与数创企业需求高效精准对接，鼓励国 家枢纽节点面向数创企业提供低成本、广覆盖、可靠安全的算力服务，降低算力使用门槛。 《措施》提出，健全数创企业源头发现机制。国家发展改革委、国家数据局牵头搭建数创企业培育库， 每年遴选发现一批创新能力强、发展潜力大的数创企 ...

Core Viewpoint - The document outlines measures to strengthen the cultivation of innovative enterprises in the digital economy, emphasizing the enhancement of computing power resources and the implementation of the "East Data West Computing" project [1] Group 1: Policy Measures - The National Development and Reform Commission, along with other governmental bodies, has issued measures to support the digital economy by reinforcing the supply of computing power resources [1] - The initiative aims to implement policies that ensure the deployment of computing power at national hub nodes and optimize the demand in key application areas [1] Group 2: Infrastructure Development - There is a focus on accelerating the construction of a national integrated computing power network, encouraging local collaboration in building this infrastructure [1] - The plan includes the establishment of a new type of computing power network infrastructure that integrates monitoring, scheduling, elastic supply, and security [1] Group 3: Support for Enterprises - The measures aim to facilitate efficient and precise matching of computing power resources with the needs of digital innovation enterprises [1] - National hub nodes are encouraged to provide low-cost, wide-coverage, and reliable computing power services to digital innovation companies, thereby lowering the barriers to accessing computing power [1]

Core Viewpoint - Beijing is positioning itself as a global benchmark city for the digital economy, leveraging advancements in artificial intelligence and information infrastructure to drive high-quality development [3][4]. Group 1: Development Achievements - The Beijing information and communication industry has made significant progress in enhancing infrastructure capabilities and service levels, contributing to the city's goal of becoming a leading hub for AI innovation and application [4]. - As of August, Beijing has built and opened 149,700 5G base stations, leading the nation in the number of 5G base stations per ten thousand people [4]. - The city has implemented a comprehensive plan for the construction of computing power infrastructure, with over 30 computing service providers connected, accumulating resources exceeding 38 EFLOPS [5]. Group 2: Future Development Directions - The industry will focus on four key areas: enhancing network coverage, promoting deep integration of information technology and industrialization, expanding AI application scenarios, and strengthening governance for data security [6][7][8]. - A plan for the "14th Five-Year" development of the information and communication industry will be established, emphasizing the construction of intelligent digital infrastructure [7]. - The industry aims to foster a computing ecosystem and enhance the synergy between computing power and network development, particularly in the context of 5G and industrial internet integration [7].

Group 1 - Hengrun Co., Ltd. experienced a stock price increase of 2.02% on September 26, reaching 17.70 CNY per share, with a trading volume of 1.53 billion CNY and a turnover rate of 1.98%, resulting in a total market capitalization of 78.03 billion CNY [1] - The company has seen a year-to-date stock price increase of 51.54%, with a 12.45% rise over the last five trading days, a 1.50% decline over the last 20 days, and a 16.68% increase over the last 60 days [1] - Hengrun Co., Ltd. has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on April 28, where it recorded a net buy of -3.18 million CNY [1] Group 2 - Hengrun Co., Ltd. was established on July 30, 2003, and went public on May 5, 2017, focusing on the research, production, and sales of ring-shaped forgings, forged flanges, and other free forgings [2] - The company's main business revenue composition includes computing products (50.16%), ring-shaped forgings (27.98%), wind power bearings (9.28%), and other segments [2] - As of June 30, 2025, Hengrun Co., Ltd. achieved an operating income of 2.073 billion CNY, representing a year-on-year growth of 223.44%, and a net profit attributable to shareholders of 40.17 million CNY, up 225.67% year-on-year [2] Group 3 - Since its A-share listing, Hengrun Co., Ltd. has distributed a total of 287 million CNY in dividends, with 17.63 million CNY distributed over the past three years [3] - As of June 30, 2025, the number of shareholders in Hengrun Co., Ltd. was 39,600, a decrease of 4.23% from the previous period, with an average of 11,140 circulating shares per person, an increase of 4.42% [2][3] - Hong Kong Central Clearing Limited is the sixth-largest circulating shareholder, holding 5.2372 million shares, an increase of 663,400 shares compared to the previous period [3]

Core Viewpoint - Data Port's stock price has shown significant growth this year, with a year-to-date increase of 112.75% and a recent surge of 20.25% over the past 20 days, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, Data Port reported a revenue of 8.11 billion yuan, reflecting a year-on-year growth of 4.13%. The net profit attributable to shareholders was 849.59 million yuan, marking a 20.37% increase compared to the previous year [2]. - Since its A-share listing, Data Port has distributed a total of 1.87 billion yuan in dividends, with 91.88 million yuan distributed over the last three years [3]. Stock Market Activity - On September 26, Data Port's stock rose by 2.17%, reaching 40.08 yuan per share, with a trading volume of 9.72 billion yuan and a turnover rate of 3.45%. The total market capitalization stood at 28.793 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" five times this year, with the most recent occurrence on September 4, where it recorded a net buy of -157 million yuan [1]. Shareholder Structure - As of June 30, 2025, Data Port had 115,100 shareholders, a decrease of 22.19% from the previous period. The average number of circulating shares per shareholder increased by 54.23% to 6,239 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 7.0416 million shares, a decrease of 253,300 shares from the previous period [3].

人工智能攻关"揭榜挂帅" 加速AI+制造专项行动 从工业和信息化部获悉，我国将启动新一轮人工智能赋能新型工业化"揭榜挂帅"行动。新一轮人工智能赋能 新型工业化"揭榜挂帅"希望通过机制创新，在新型工业化重点行业遴选技术难度大、应用前景广、推广价值 高的关键场景，开展联合创新、协同攻关，打造一批可复制、可推广的人工智能赋能新型工业化新标杆。通 过突破关键核心技术，加强通用大模型和行业大模型的研发布局，加快建设工业领域高质量数据集，促进人 工智能在工业领域深度融合。工业和信息化部相关负责人表示，将实施人工智能+制造专项行动，发布实施 制造业企业人工智能应用指南，常态化开展人工智能赋能新型工业化深度行活动。 阿里巴巴宣布与英伟达开展合作 在2025阿里云栖大会上，阿里巴巴正式宣布与英伟达开展Physical AI合作。合作覆盖了Physical AI的实践的 各个方面，包括数据的合成处理，模型的训练，环境仿真强化学习以及模型验证测试等。 湖北：到2027年全省算力总规模达到25EFLOPS 9月24日，在杭州云栖大会上，原力无限发布了首款人形机器人——AstroDroid AD-01。据介绍，AD-01身高 170c ...

深厚的友谊跨越山海，绵长的故事还在书写。让我们更加紧密地团结在以习近平同志为核心的党中央周 围，完整准确全面贯彻新时代党的治疆方略，奋力谱写豫新合作新篇章。（河南日报评论员） 责任编辑： 何山 9月25日，新疆维吾尔自治区成立70周年庆祝大会在乌鲁木齐隆重举行。七十载栉风沐雨，七十载昂首 奋进，绵延千里的群山、茫茫无际的沙漠、生机盎然的绿洲，见证着新疆各族儿女团结一心、不懈奋斗 的火热岁月。 党的十八大以来，以习近平同志为核心的党中央从战略和全局高度审视、谋划、部署新疆工作，深化对 治疆规律的认识和把握，确立了新时代党的治疆方略，为做好新疆工作提供了根本遵循，推动新疆各项 事业取得历史性成就、发生历史性变革。新疆70年的辉煌成就，是党中央坚强领导的结果，是新疆各族 干部群众感恩奋进、顽强拼搏的结果，是全党全国各族人民共同奋斗、大力支援的结果，充分彰显了社 会主义制度的巨大优越性，充分展现了中国特色解决民族问题正确道路的强大生命力。 对口援疆是国家战略，河南深入贯彻落实党中央决策部署，完整准确全面贯彻新时代党的治疆方略，聚 焦铸牢中华民族共同体意识这条主线，以高度的政治责任感和历史使命感，担应尽之责、谋务实之策 ...

中国日报9月25日陵水电（记者 王卓琼 陈博文 马萌萌）在海南省陵水黎族自治县的清水湾30米至40米深的海底，一座海底机房正安静地运转着，这标志着 全球首个商用海底数据中心的成功运营，为我国"陆数海算"开启零碳算力新模式。 海南省提出了海洋经济发展的"十四五"规划，明确提出要促进海底数据中心研发及建设。而北京海兰云海底数据中心项目正是由海南省国资委牵头引进，落 地陵水的海洋新基建类项目。 项目自2022年启动，分三期进行，计划完成100个数据舱的建设。建成后，将为"东数西算"提供重要补充，同时向东南亚等"一带一路"国家延伸，为海南数 字经济发展提供支撑。 目前项目一期于2023年11月建设完成，今年2月海南海底智算中心集群启用。 公司目前聚焦海上风电融合型海底数据中心研发与建设。 随着数据公司需要时延要求越来越严格，物理距离不能过长，大部分发达城市都聚焦在沿海地区，科技公司也聚焦在这些发达城市。相较于陆地数据中心， 海底数据中心海底数据中心由岸站、海底光电复合缆、海底分电站及海底数据舱组成，使用海水自然冷却，具有PUE值低、能效高、模块化建设、 快捷部 署（90天）、布放海底节约土地以及高可靠性免维护等优点。 ...