Group 1 - The core viewpoint of the news is that Suzhou is making significant progress in building a digital society, with various projects and initiatives being launched to enhance digital transformation and governance [1][2][3] - Suzhou has been recognized for its digital transformation efforts, with the "Suzhou International Data Port" being named a national model for city-wide digital transformation and the "Digital Painting of the Ancient City" being the only project from the province included in the first batch of typical cases for digital China construction [1] - The city has implemented a comprehensive approach to digital society construction, focusing on top-level design and mechanism guarantees, including quarterly AI application roadshows and the establishment of a unified public data foundation [1][2] Group 2 - Suzhou is advancing digital public services, with over 70 high-frequency government services being streamlined for efficiency, including initiatives for "no certificate required" and "fully online processing" [2] - The city is enhancing the convenience of digital life services, with the "Suzhou Zhoudao" platform being optimized and expanded, and digital RMB transactions leading the nation [2] - Through systematic digital construction, Suzhou is improving urban governance efficiency and providing tangible benefits to citizens, with plans for high-standard digital development and integration of AI and data elements [3]

本次大会主旨报告环节聚焦政策引领与技术实践。福建省交通运输厅二级巡视员胡玉库解读交通物流降 本政策，提出以数据要素赋能推动物流基础设施优化与多式联运协同发展，推进多项重点工作，形成大 宗货物及集装箱中长距离运输以铁路和水路为主的格局。 福建省大数据集团党委副书记、总经理张文洋分享了集团在"数据要素×交通物流"方面的探索成果。集 团常态化开展交通运输行业数据汇聚、治理和共享工作，已汇聚多个系统的大量数据。其建设运营 的"数运通"平台，支撑相关部门对网络货运企业进行业务真实性核验管理，推动解决行业痛点。同时， 集团正加快打造算力资源公共服务平台和全省算力一张网，已建设算力规模2125P。 交通运输部科学研究院副院长兼总工程师王先进立足网络货运新业态发展趋势，指出网络货运平台作为 交通物流新质生产力，对构建统一开放的交通运输市场、促进降本提质增效、助力绿色低碳转型和支撑 实体经济创新发展具有重要作用。其高质量发展需要相关方健全数据联通规则，加强数据供需对接，共 建供应链综合服务系统。 大咖分享：多维场景集中亮相 转自：新华财经 7月30日，福建省物流人工智能数据供需对接会在福州举行。此次大会以"数智融合 物通八方— ...

Group 1 - The core viewpoint indicates a significant differentiation in the prosperity of sub-sectors within the computer and software development industry by 2025, with AI computing power and LiDAR maintaining high demand, while AI applications are accelerating upward [1] - The software outsourcing, financial IT, quantum computing, data elements, EDA, overseas expansion, and domestic innovation sectors are showing steady upward trends [1] - The education IT, cybersecurity, and enterprise services sectors are entering an upward turning point, while smart transportation, government IT, security, and real estate IT are stabilizing at the bottom [1] Group 2 - The AI industry chain is identified as a core focus, with significant progress in the first half of the year and expectations for exponential growth in the second half, benefiting profit margins through cost reduction and efficiency improvements [1] - The data elements sector is promoting industrial implementation through the RDA model, with a notable trend of integration between quantum computing and AI [1] - The domestic innovation sector has seen a year-on-year increase of 78% in bid amounts driven by domestic demand [1] Group 3 - The software ETF (515230) tracks the software index (H30202), which selects listed companies involved in software development, sales, and related services, reflecting the overall performance of the software industry with significant growth and volatility characteristics [1] - Investors without stock accounts can consider the Guotai CSI All-Index Software ETF Connect A (012636) and Connect C (012637) [1]

公开资料显示，兴证国际的控股股东是兴业证券，而兴证国际是兴业证券推行国际化战略的海外平台。 兴证国际持有香港证监会颁发的第1、2、4、5、6、9类受规管活动牌照，涵盖了证券、期货、资产管理 等多个领域。值得注意的是，兴证国际6月20日公告称，公司获授予3亿港元的非承诺性循环贷款融资； 公司7月23日公告称，获授4000万美元非承诺性循环贷款融资。 来源：新浪港股 据兴业银行消息，近日该行召开2025年半年工作会议，提出拥抱科技变革，研究稳定币，开展"人工智 能+"，推进"数据要素X"，做好基础工作，在智改数转的道路上迈出更大步伐，加快从"数字兴业"迈 向"智慧兴业"。 兴证国际（06058）盘中涨近18%，截至发稿，股价上涨9.59%，现报0.80港元，成交额1688.19万港元。 ...

Core Insights - The digital transformation in governance and public services is creating a trillion-dollar market opportunity, driven by policy incentives and technological advancements [1][2] - Desheng Technology is leveraging its 26 years of experience in the human resources sector to integrate digital currency, data elements, and AI into public services [1][2] Policy and Technological Innovation - The Chinese government has issued guidelines to accelerate the development and utilization of public data resources, encouraging businesses to create products and services from these resources [1] - The Shanghai Data Exchange has introduced the RDA paradigm, focusing on the capitalization of data assets through real data, which is expected to support the new infrastructure of the data capital era [2] Business Model and Service Innovation - Desheng Technology has developed an AI-driven model that connects governance and public services, enhancing service efficiency and commercial value through its AI Agent technology [3][4] - The company has implemented a "Digital Civil Servant" model in over 100 cities, significantly improving the accuracy and efficiency of public service responses [4] Healthcare and Employment Services - The "Seamless Payment" service in healthcare has successfully addressed common issues faced by patients, allowing for instant reimbursement and reducing the need for physical payments [5] - Desheng Technology has established a comprehensive employment service system targeting key demographics, enhancing job matching and service efficiency through its AI Employment Agent [6] Data Asset Management - The company is actively involved in the standardization and management of public data assets, having signed contracts for data asset operation projects that have generated significant transaction volumes [8] - Desheng Technology has successfully demonstrated the commercial viability of data assets, facilitating financing for local companies through data utilization [8] Future Outlook - The integration of RDA and digital currency applications is expected to enhance the company's service value and improve profit margins, contributing to its long-term growth [9] - Desheng Technology's leadership in data asset management and its collaborations with various data exchanges position it well for future revenue growth and market expansion [9]

智通财经APP获悉，兴证国际(06058)再涨近18%，截至发稿，涨15.07%，报0.84港元，成交额1212.09万 港元。 消息面上，据兴业银行消息，近日该行召开2025年半年工作会议，提出拥抱科技变革，研究稳定币，开 展"人工智能+"，推进"数据要素X"，做好基础工作，在智改数转的道路上迈出更大步伐，加快从"数字 兴业"迈向"智慧兴业"。 公开资料显示，兴证国际的控股股东是兴业证券，而兴证国际是兴业证券推行国际化战略的海外平台。 兴证国际持有香港证监会颁发的第1、2、4、5、6、9类受规管活动牌照，涵盖了证券、期货、资产管理 等多个领域。值得注意的是，兴证国际6月20日公告称，公司获授予3亿港元的非承诺性循环贷款融资； 公司7月23日公告称，获授4000万美元非承诺性循环贷款融资。 ...

消息面上，据兴业银行消息，近日该行召开2025年半年工作会议，提出拥抱科技变革，研究稳定币，开 展"人工智能+"，推进"数据要素X"，做好基础工作，在智改数转的道路上迈出更大步伐，加快从"数字 兴业"迈向"智慧兴业"。 公开资料显示，兴证国际的控股股东是兴业证券，而兴证国际是兴业证券推行国际化战略的海外平台。 兴证国际持有香港证监会颁发的第1、2、4、5、6、9类受规管活动牌照，涵盖了证券、期货、资产管理 等多个领域。值得注意的是，兴证国际6月20日公告称，公司获授予3亿港元的非承诺性循环贷款融资； 公司7月23日公告称，获授4000万美元非承诺性循环贷款融资。 兴证国际(06058)再涨近18%，截至发稿，涨15.07%，报0.84港元，成交额1212.09万港元。 ...

Core Viewpoint - The company is experiencing a significant decline in revenue and an increase in losses for the first half of 2025 compared to the previous year, indicating challenges in its business operations and market conditions [1][2]. Financial Performance - The company expects to achieve a revenue of 670.28 million yuan in the first half of 2025, representing a year-on-year decrease of 14.52% [1]. - The projected net loss attributable to the parent company for the first half of 2025 is between 74.20 million yuan and 49.46 million yuan, which is an increase in loss by 25.80 million yuan to 50.53 million yuan compared to the same period last year, reflecting a year-on-year increase in loss margin of 109.02% to 213.52% [1]. - The net profit attributable to the parent company, excluding non-recurring gains and losses, is expected to be between 122.10 million yuan and 81.40 million yuan, indicating an increase in loss by 7.10 million yuan to 47.80 million yuan compared to the previous year, with a year-on-year increase in loss margin of 9.55% to 64.33% [1]. Business Segments - The company's revenue from the smart procurement business decreased by 3.75% year-on-year, as it transitions from project-based fees to operational fees, aiming to optimize its business structure and enhance operational stability and risk resistance [2]. - Revenue from the smart government business fell by 30.94%, primarily due to tightened customer budgets and extended project implementation cycles, leading to unmet order expectations [2]. - The digital construction business also saw a year-on-year decline of 8.01% [2]. Future Outlook - The company is focusing on smart procurement, smart government, and digital construction, which are foundational to the construction of a digital China and have promising long-term development prospects [2]. - New technologies are driving continuous product upgrades, and increased regulatory compliance requirements are contributing to sustained market demand for the company's products [2]. - The company has launched a series of large model products and established benchmark cases in the first half of the year, with plans to accelerate product promotion and replication in the second half [2]. - There is a gradual recovery trend in order acquisition observed in the first half of the year [2].

Group 1 - The forum focused on the theme "AI + City: A New Era of Data" and aimed to promote the integration of AI technology with urban development through practical applications and innovative data infrastructure [1][2] - Key topics discussed included the application of AI in smart city governance, the construction of new data infrastructure, and the release of data element value mechanisms [1][2] - Notable speakers included academicians who presented reports on the role of AI and IoT in enhancing smart city development [1][2] Group 2 - Various companies shared their innovative explorations and experiences, including Guanglun Intelligent, Zhongke Zidong Taichu, and Qianxingyu Company, focusing on simulation and synthetic data [2] - The forum announced the launch of the "AI Panorama Empowerment Action Plan" for 2024, which will feature 44 typical cases across ten fields, including AI for services and healthcare [2][3] - The forum highlighted the release of intelligent agent products and trusted data space products, which support efficient data circulation and urban governance [3][4] Group 3 - Collaborations were formed between various organizations, including a partnership between Data Group and Beijing University of Posts and Telecommunications to establish a joint laboratory for smart city innovation [4] - Agreements were made to create benchmarks for urban digital transformation and to promote talent exchange in the field of smart cities [4] - The forum initiated an intelligent agent ecosystem cooperation plan involving 24 organizations to enhance collaborative applications and technology transfer [4]

Group 1 - The Ministry of Industry and Information Technology (MIIT) plans to formulate implementation opinions on empowering new industrialization with data elements and accelerating the digital transformation of industries [1] - The focus will be on deepening the integration of digital technology applications and promoting the high-quality development of basic and industrial software [1] - The initiative includes improving China's open-source system and establishing a national-level artificial intelligence open-source community [1] Group 2 - The MIIT aims to implement pilot projects for new technology transformation in manufacturing cities and digital transformation for small and medium-sized enterprises in a hundred cities [1] - The "Artificial Intelligence + Manufacturing" initiative will be promoted to strengthen foundational research and key application scenarios [1] - The plan includes a graded and classified approach to deepen the application of industrial internet and cultivate a batch of industrial intelligences [1]