Core Insights - Beijing has launched 132 large models, accounting for nearly 35% of the national total, showcasing significant advancements in AI, brain science, and embodied intelligence [1][2] Group 1: AI and Technological Advancements - The city has developed notable large models such as Doubao, Zhipu, and Kimi, which are recognized as part of the global leading tier [2] - The "North Brain No. 1" intelligent brain-machine system has successfully completed the world's first flexible high-throughput semi-invasive wireless fully implanted brain-machine system surgeries, now entering clinical validation [2] - The "Tiangong" robot recently won the world's first humanoid robot half-marathon championship [2] Group 2: Infrastructure Development - Beijing has established a new infrastructure system with a total of 141,200 5G base stations, averaging over 64 per 10,000 people [2] - The city has built four E-level public intelligent computing centers with a total computing power of 33,000 P [2] - The industrial internet has recorded over 290 billion identification resolutions and has connected more than 160,000 enterprise nodes [2] Group 3: Data Market and Digital Economy - Beijing is accelerating the market-oriented reform of data elements, establishing the first AI data training base in the country [3] - The city has introduced a data sandbox regulatory system and upgraded it from version 1.0 to 3.0, incorporating over 100 high-quality datasets [3] - The digital economy is expanding, with over 2,400 AI companies generating core industry revenues exceeding 350 billion [3] Group 4: International Collaboration and Future Plans - Beijing is fostering a dual open development pattern, enhancing its position as a global resource hub [5] - The city has attracted over 110 professional teams into its overseas innovation service base, gradually building a comprehensive international service system for enterprises [5] - Future plans include focusing on key areas of the digital economy, enhancing data resource integration, and encouraging R&D investment to cultivate leading digital economy enterprises [5]

Core Insights - Beijing's "Two Zones" initiative has achieved a five-year milestone in digital economy development, showcasing a dual-driven model of "technology + system" that transforms reform dividends into development momentum [2][3] Group 1: Digital Economy Development - A total of 132 large models have been registered in Beijing, accounting for 35% of the national total, with notable models achieving international advanced levels [3] - The city has established a digital economy regulatory framework consisting of laws, policies, and mechanisms, including the "Beijing Digital Economy Promotion Regulations" and the "Beijing Data Twenty Articles" [3] - Beijing has built 141,200 5G base stations, leading the nation with a per capita base station count of 64 [3] Group 2: Infrastructure and AI Integration - The total computing power of the "One Corridor and Four Extremes" intelligent computing center has reached 33,000 P, making it the largest green computing hub in China [3] - AI applications in agriculture have reduced labor costs by 30% and increased yields by 10%, while autonomous transport has achieved 80,000 kilometers of operation [3][4] Group 3: Data Governance and Compliance - Beijing has developed a cross-border data governance system that includes a "scene-based negative list + full-chain management" approach, enhancing compliance efficiency [4][5] - The second batch of the negative list has added five new fields, and companies can reduce compliance costs by 55% and audit times by 58% through the new pilot program [4][5] Group 4: Industry Leadership and Future Plans - The medical and automotive sectors have emerged as benchmarks for reform, with 25 medical institutions completing compliance for data export [5] - Future plans include deepening AI integration into manufacturing and agriculture, aiming to create a trillion-level industrial cluster [6][7] - Beijing aims to establish itself as a global data flow hub and has signed cooperation initiatives with over 30 international cities [7]

Group 1 - The World Economic Forum 2025 New Champions Annual Meeting highlighted the resilience and innovative vitality of the Chinese economy, attracting multinational companies despite global uncertainties [1] - Multinational executives emphasized China's robust supply chain and manufacturing capabilities, which provide stability for global production and supply [1][2] - The focus on technological innovation in China is increasing, with sectors like artificial intelligence, electric vehicles, and smart home appliances being key areas of interest for multinational companies [1] Group 2 - China is transitioning from a large-scale manufacturing hub to a global innovation center, presenting significant development opportunities for multinational companies [2] - The Chinese market's vast scale and strong industrial foundation support the rapid application of new technologies, backed by government policies promoting innovation [2] - China boasts a rich talent pool with a growing number of high-quality engineers and researchers, enhancing the digital infrastructure for cross-industry innovation [2] Group 3 - Chinese companies are playing a crucial role in reshaping the global economic landscape, demonstrating a proactive stance in leading change [3] - Collaboration between multinational companies and Chinese firms can stimulate innovation and optimize global strategies, leveraging deep market understanding [3] - Multinational companies are encouraged to engage deeply with the Chinese market to enhance their innovation, operations, and strategic capabilities [3]

Core Viewpoint - The cooperation between China and ASEAN countries is deepening amidst a turbulent international environment, with significant growth in trade and initiatives to enhance bilateral relations [4][10]. Trade Growth - From January to May this year, the total trade value between China and ASEAN reached 3.02 trillion yuan, an increase of 9.1%, accounting for 16.8% of China's total foreign trade [4]. - Exports to ASEAN amounted to 1.9 trillion yuan, growing by 13.5%, while imports from ASEAN were 1.12 trillion yuan, increasing by 2.3% [4]. Visa Initiatives - China has introduced the "ASEAN Visa" for business personnel and their families from ASEAN countries, allowing for multiple entries over five years with a maximum stay of 180 days [4][9]. - This initiative aims to facilitate personnel movement and deepen cooperation between China and ASEAN [4]. Tourism Development - Guangxi is enhancing its border tourism and cross-border tourism cooperation, leveraging the 75th anniversary of China-Vietnam diplomatic relations [5][7]. - The cross-border tourism cooperation zone at Detian Waterfall has seen significant visitor exchanges, with 17,144 Chinese tourists visiting Vietnam and 8,341 Vietnamese tourists visiting China as of mid-May [8]. Economic Cooperation - The establishment of the China-ASEAN Free Trade Area and the Belt and Road Initiative is optimizing trade policies and infrastructure, creating favorable conditions for deeper cooperation [10]. - The fruit trade between China and ASEAN is highlighted as a key area of growth, with increasing trade volumes and expanding market shares for both sides [10][11]. Future Prospects - The upgraded version of the China-ASEAN Free Trade Area is expected to enhance trade efficiency and boost cross-border e-commerce transactions, potentially exceeding 1.2 trillion USD by 2026 [11].

6月26日，截至港股收盘，恒生指数下跌0.61%，报24325.4点。国际商业数字技术（01782.HK）收报 3.76港元/股，上涨10.26%，成交量604.5万股，成交额2277.34万港元，振幅8.5%。 最近一个月来，国际商业数字技术累计跌幅16.63%，今年来累计跌幅15.8%，跑输恒生指数22.01%的涨 幅。 财务数据显示，截至2024年12月31日，国际商业数字技术实现营业总收入1.04亿元，同比减少13.46%； 归母净利润-7506.8万元，同比减少59.19%；毛利率43.82%，资产负债率21.19%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，软件服务行业市盈率（TTM）平均值为-10.79倍，行业中值-2.65倍。国际商业数字技术 市盈率-32.47倍，行业排名第75位；其他京投交通科技（01522.HK）为3.63倍、驴迹科技（01745.HK） 为3.65倍、黄河实业（00318.HK）为3.91倍、自动系统（00771.HK）为4.13倍、俊盟国际（08062.HK） 为4.61倍。 资料显示，国际商业数字技术有限公司是世界领先的数字技术公司,致力于 ...

Core Insights - The Shandong banking industry is focusing on five key areas: technology finance, green finance, inclusive finance, pension finance, and digital finance to support the province's development goals in 2024 [1][2][3] Group 1: Technology Finance - Shandong banks have established a comprehensive technology finance organizational system, creating specialized institutions and optimizing service models, resulting in a loan balance of 240.22 billion yuan for technology SMEs, a 41.65% increase from the beginning of the year [1] Group 2: Green Finance - The banking sector is seizing opportunities from green development and carbon neutrality goals, enhancing the green finance service system and launching innovative reform measures to promote high-quality green development [1][2] Group 3: Inclusive Finance - The banking industry is improving financial services for small and micro enterprises, with a loan balance of 1.73 trillion yuan, a 16.43% increase, and 2.4351 million loan accounts, an increase of 435,500 accounts [2] - Agricultural loans in the region reached 932.805 billion yuan, with a 13.65% increase [2] Group 4: Pension Finance - Shandong banks are innovating pension financial products and enhancing services for the elderly, contributing to the development of an elderly-friendly society and improving the financial experience for older consumers [2] Group 5: Digital Finance - The banking sector is leveraging AI and big data to create intelligent service platforms, offering customized financial solutions and promoting the digital transformation of industries [2] Group 6: Overall Financial Support - By the end of 2024, loans supporting the "ten strong" industries for new and old kinetic energy conversion reached 1.146726 trillion yuan, a 20.99% increase, while loans to private enterprises totaled 3.582625 trillion yuan, an increase of 322.97 billion yuan [3] - Cumulatively, 9.63 trillion yuan has been invested in ecological protection and high-quality development in the Yellow River basin since 2021 [3] Group 7: Social Responsibility - The Shandong banking industry has organized 8,077 volunteer and charity projects benefiting 7.29 million people, and conducted 93,000 financial education activities reaching 265 million consumers [3]

"省委十一届九次全会深入贯彻落实习近平总书记考察河南重要讲话，制定'1+2+4+N'目标任务体系， 作出建设'五个强省'战略安排。新乡将牢记领袖嘱托，聚焦目标任务，抓发展、强治理、惠民生、转作 风，为奋力谱写中原大地推进中国式现代化新篇章作出更大贡献。"6月25日，新乡市委书记李卫东在接 受采访时表示，将以"新"引擎全力助推强省建设。 着力推动高效互联互通。以重大交通基础设施建设为先导，建好跨境电商综合试验区、国家骨干冷链物 流基地，发展公铁、陆海多式联运，加快建成交通强市，把交通优势转化为枢纽优势、开放优势、发展 优势。 着力建设农业创新高地。扛牢中原农谷建设重任，推进新一轮三年行动计划，强化农业科技和装备支 撑，推动产学研深度融合，打造国家级、国际化农业创新高地，加快建成农业强市。 着力构建现代化产业体系。新乡专精特新企业数量全省第二，规上工业规模全省第三。新乡将突出"产 业兴市"，以科技创新引领产业创新，做大做强装备制造、化工、生物医药、食品制造等主导产业，加 快建设制造强市，更好融入服务全国统一大市场。 着力培育壮大数字经济。以中小企业数字化转型试点城市建设为抓手，加快企业智能场景应用全覆盖， 统筹推 ...

Core Insights - Hangzhou Dianzi University (HDU) emphasizes the importance of mastering core technologies and aligning professional values with national destiny, as expressed by students and the university president [2][3] - The university has a strong commitment to research and innovation, particularly in the field of artificial intelligence, with various teams achieving significant milestones in technology deployment and medical research [2] Group 1: Educational Achievements - HDU has established a robust practical education system through discipline competitions, resulting in 1,875 awards in significant competitions over the past three years, including 622 at the national level [3] - The university plans to increase its undergraduate enrollment to 5,000 in 2025, with a focus on expanding programs in computer science, integrated circuit design, and artificial intelligence [4] Group 2: New Programs and Specializations - A new major in Digital Economy has been introduced, aimed at meeting national strategic needs and industry demands, focusing on data analysis and smart decision-making [5] - The university's honors college, the Excellence College, is designed to cultivate top talent by reforming the curriculum and emphasizing interdisciplinary integration [6] Group 3: International Collaboration - HDU has established a strong international presence, with multiple joint research platforms and international cooperation projects, including a partnership with Saint Petersburg State Electrotechnical University [7] - The university offers programs that allow students to earn degrees from both Chinese and Russian institutions, enhancing its global educational offerings [7]

Group 1 - Changsha's GDP is projected to reach 1.52 trillion in 2024, with a growth rate of 5.0%, making it one of the top six cities in China [3] - The city has the lowest housing price-to-income ratio in the country, with young people facing only one-third of the home-buying pressure compared to major cities like Beijing and Shanghai [3] - Changsha is home to seven major trillion-yuan industrial clusters, with significant contributions from manufacturing, particularly in construction machinery [3] Group 2 - The city attracts around 200,000 young people annually, primarily aged 18-35, due to its affordable living costs and vibrant lifestyle [5] - Changsha's social retail sales are projected to reach 579.7 billion in 2024, ranking it among the top fourteen cities in China [5] - The nightlife and cultural scene in Changsha are thriving, with a strong emphasis on leisure and entertainment [5] Group 3 - Changsha is developing a dual-core model of "hard technology" and "new consumption," with advancements in computing and artificial intelligence [7] - The digital economy in Changsha is expected to reach 500 billion in 2024, establishing it as a new first-tier digital city [7] - The city integrates technology with local culture, enhancing its appeal through innovative culinary experiences and digital content creation [7] Group 4 - The collaboration between Changsha, Zhuzhou, and Xiangtan is creating a robust regional economic engine, with a focus on automotive industry supply chains [9] - The completion of the Xiangluozhou Bridge has established a "half-hour living circle," improving connectivity between the three cities [11] - This regional cooperation is expected to attract over 60 billion in investments through key projects [9][11] Group 5 - Changsha's success is attributed to its ability to retain young talent through affordable housing, a strong manufacturing base, and a vibrant consumer culture [13] - The city has positioned itself as a competitive force in central China, challenging traditional powerhouses like Wuhan and Zhengzhou [13] - Changsha's approach emphasizes a balance between aspiration and practicality for its residents [13]

以下文章来源于RimeData 来觅数据 ，作者来觅研究院 导读：在全球经济数字化转型的浪潮中，数字金融已成为金融领域变革与创新的核心驱动力。自中央金融工作会议将数字金融列为需重点 做好的"五篇大文章"之一，其战略地位愈发凸显。准确把握数字金融的定义、梳理其历史沿革，并深入剖析在一级市场中的定位与发展历 程，对于理解金融体系变革、把握市场机遇、制定合理政策具有重要意义。 01 数字金融由来 数字经济作为国民经济的重要组成部分，其定义与范畴在《数字经济及其核心产业统计分类2021》和《工业重点行业领域设备更新和技术改造指南》中得 到了明确界定。根据该分类标准，数字经济可分为数字产业化和产业数字化两大板块。数字金融既是金融机构服务、赋能数字经济的过程，也是数字经济 反哺改造金融机构的方式。产业数字化与数字产业化在金融领域的应用呈现出明显的差异化特征，产业数字化主要表现为金融机构利用物联网、大数据等 技术对传统业务流程的改造，而数字产业化则体现在金融科技企业的产品创新上。二者共同推动数字金融生态的多元化发展。 数字金融的发展经历三个主要阶段：萌芽期（1990-2000年）20 世纪 90 年代，互联网技术在全球迅速 ...