Core Insights - Digital transformation is now a critical path for enterprise upgrades, shifting from an optional strategy to a necessity in the digital economy [1] - Many enterprises hesitate to proceed with digital transformation due to high costs and the disconnect between technology upgrades and business needs [1] - China Telecom Financial Company serves as a case study demonstrating the value of digital transformation through its successful core system reconstruction [2] Company Transformation - After a year of hard work, China Telecom Financial Company completed the reconstruction of its core system by the end of September this year [2] - The company aims to align with national requirements for a technology-driven financial system, focusing on principles such as professional service, digital intelligence, and compliance [2] - The transformation includes comprehensive changes in service models, customer service, management, and technological capabilities [2] System Development - The company identified issues with existing market products that did not meet its digital transformation needs, leading to the development of a fully self-controlled, intelligent financial core platform [3] - The new system addresses pain points such as technological dependency, rigid architecture, and insufficient security, integrating resources in software development, cloud, security, and quantum technology [3] Efficiency and Security Improvements - The new core system significantly enhances efficiency, reducing payment processing time from 3-5 minutes to just 10 seconds, achieving a 20-fold increase in efficiency [4] - The system's security has improved, allowing seamless switching between systems and achieving a business continuity capability rated at L6 [4] Business Model Innovation - The new system enables the company to innovate its business model, allowing for flexible combinations of financial products tailored to the needs of group member enterprises [4] - The company is also looking to extend its new system's capabilities to the broader financial company industry, engaging with over 50 financial companies regarding core system upgrades [4] Future AI Applications - The new system will support future AI applications, with plans to complete a "financial private cloud" by the end of 2026, establishing a comprehensive big data system for intelligent operations [5] - The company aims to explore deep applications of AI in financial scenarios, including intelligent risk control and advisory services, to enhance business transformation and productivity [6]

Group 1 - DingTalk has accelerated its AI strategy with the launch of AI DingTalk 1.1 in Shanghai's Jinshan District, following the release of over 20 new AI products, including the world's first AI-designed work intelligence operating system, Agent OS [1] - Jinshan District is promoting an "AI+" industrial transformation, aiming to create a regional AI development hub characterized by active technological innovation and deep application empowerment [1] - DingTalk's CTO stated that the application of AI in enterprises has evolved from being an auxiliary tool to becoming an executor, aligning with national strategies for AI-enabled industrialization and Shanghai's goals for AI+ manufacturing [1] Group 2 - Domestic GPU leader Muxi Co. and Lixing Industrial have partnered with DingTalk, benefiting from Jinshan District's digital transformation policies and DingTalk's digital capabilities [2] - Muxi Co. has implemented DingTalk as its core digital foundation since 2021, enhancing its organizational collaboration and information security through private deployment and data management strategies [2] - Lixing Industrial focuses on intelligent assembly product development for high-end manufacturing, utilizing DingTalk to address collaboration needs and enhance security and AI capabilities starting in 2023 [2]

Group 1 - The 22nd Annual Conference of the China Office Industry Park Development Forum was held in Beijing, focusing on the theme "Involution and Evolution: Paradigm Shift in Commercial Office" [1] - The Deputy Director of Beijing Investment Promotion Service Center, Tang Yonghong, emphasized the importance of commercial real estate in the economic system and its role in shaping urban image and enhancing competitiveness [1] - As of the end of Q3, the average vacancy rate of Grade A office buildings in Beijing is around 19%, showing a quarter-on-quarter and year-on-year decrease of 0.6 and 0.1 percentage points respectively [1] Group 2 - Hu Feng, Managing Director of North China at Cushman & Wakefield, noted that the office market is influenced by both demand and supply, with Beijing's Grade A office stock at 13 million square meters and a vacancy rate of 16% [2] - Liu Kai, Executive Vice President of the Office Committee of the All-China Real Estate Chamber of Commerce, stated that the commercial real estate market is at a crossroads of "involution" and "evolution," requiring a process for stabilization and recovery [2] - Liu proposed six paradigm shifts needed in the office industry: from product-centered to user-centered, from incremental expansion to stock optimization, from space transformation to urban renewal, from public REITs to asset digitization, from "Internet+" to "AI+" era, and from "involution" competition to "co-opetition" [2] Group 3 - The total building area of industrial parks in China has exceeded 6 billion square meters, with an annual new supply of 14 million square meters, while actual demand growth is lagging behind supply expansion [3] - The average vacancy rate of provincial-level development zones in China exceeds 35%, with some newly built parks reaching 60% [3] - Wu Jing, Director of the Real Estate Research Center at Tsinghua University, highlighted three macro variables to focus on for the development of the office and industrial park sectors: market variables, institutional variables, and technological variables [3]

附件二：投资者关系活动记录表格式 证券代码： 002202 证券简称：金风科技 | | 编号： | | --- | --- | | 投资者关系活动类别 | 特定对象调研 □分析师会议 | | | □媒体采访 □业绩说明会 | | | □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） | | 参与单位名称及人员 | 西部证券 邓宇轩 中金公司 车昀佶 天风证券 杨志芳 东吴证券 胡隽颖 | | 姓名 | 中信证券 林劼 | | 时间 | 2025年12月26日 | | 地点 | 线上会议 | | 上市公司接待人员姓 | 投资者关系经理 于洋 | | 名 | 投资者关系主管 刘茜 | | | 公司在智慧运维方面有何布局？ | | | 答：新能源发电项目全面参与电力市场交易，显著提升了行业对电力交易 | | | 相关产品与服务的需求。"数智化"转型作为应对市场变革、提升竞争力 | | | 的核心路径，持续引领行业发展。在"无人化"场站建设方面，公司通过 | | | 智慧运营平台建设提升故障预警效率与实时监测能力，加速场站"无人化" | | | 进程，运维人效平均提升25%以上。2 ...

此外，富邦下属企业双鹿电池《5G赋能下的电池制造全流程智能化升级》荣获"2025浙江省企业管理现 代化创新成果一等奖"。 12月21日，由浙江省工业经济联合会、浙江省企业联合会、浙江省企业家协会（简称"省三会"）主办 的"2025浙江省企业家活动日"在杭州举行。此次大会以"创新驱动 突破瓶颈 打造浙江发展新引擎"为主 题，旨在弘扬优秀企业家精神，激励企业家为浙江省经济社会高质量发展贡献力量。会上，富邦控股集 团总裁宋凌杰荣获"第二十四届浙江省优秀企业家"称号并接受表彰。 上述荣誉，不仅是对宋凌杰总裁企业家精神的高度认可，更是对富邦控股集团综合实力与发展成果的充 分肯定。站在新起点上，富邦控股集团表示将以此为契机与动力，坚守实业根基，强化创新引领，全面 深化数智化转型、践行绿色低碳发展、拓展全球化布局，持续提升企业现代化治理效能，坚定不移推动 高质量发展，构建产业结构更优、创新活力更强、发展韧性更足的一流现代企业集团，为浙江省域现代 化先行与高质量发展贡献富邦力量。 ...

继AI钉钉1.0"蕨"全新发布后，钉钉AI战略全面加速落地。12月26日，钉钉携刚刚发布的AI钉钉1.1落地 上海市金山区。 基于安全协作需求，2021年起，沐曦股份将专属钉钉作为公司核心数字底座，全面启动组织协同与信息 安全体系建设。通过私有化部署、统一身份认证、数据隔离与权限分级管理，沐曦股份有力"加固"了企 业信息安全战略。近日，沐曦股份在科创板挂牌上市，成为中国高性能通用GPU领域又一家迈向资本市 场的企业。 砺星工业科技则是一家围绕高端制造装配领域，进行智能装配产品研发生产与销售的公司。产品应用于 电池、汽车、电驱动新能源、传统零部件、3C电子、轨道交通、航空航天、工程机械、医疗等行业。 2023年起，砺星工业开始使用钉钉，解决协同办公需求，后逐步应用钉钉来提升公司的安全能力和AI 能力。 （文章来源：中国经营报） 钉钉CTO朱鸿对《中国经营报》记者表示，当前，人工智能在企业的应用已经从辅助工具走向了执行 者，从单点的效率提升走向全链路重构。这一变革的方向与贯彻落实国家推动人工智能赋能新型工业化 的战略部署，以及上海市加快推动AI+制造发展的目标高度契合。 据了解，钉钉将用最新的AI产品，精准服务金 ...

来源：环球网 【环球网消费报道 记者 刘晓旭】12月26日，第六届环球趋势大会在北京市通州区环球城市大道电影院 隆重举行。本届大会以"环球相约·智启新程"为核心主题，聚焦"新质消费"与"企业出海"两大核心亮点。 作为大会的重要一环，蒙牛集团副总裁杨晓君在主题演讲环节分享了蒙牛在行业变局中通过创新突破与 跨界融合实现高质量发展的实践经验。 食品健康行业的目标，就是要为消费者研发更营养的产品，提供更健康的支持。长期以来，蒙牛持续加 大研发投入，汇聚了来自乳品加工、营养健康、生物技术等前沿领域的15位院士、100多位科学家，成 立全球专家智库，汇聚顶尖人才，持续加大科研攻关，满足消费者基础营养、功能营养、医学营养的全 面营养需求。 在基础营养方面，蒙牛谨记"奶以安为要"嘱托，通过覆盖全产业链的质量管理体系，提升产品品质，保 障国民饮奶安全。2021年，蒙牛"奶及奶制品安全控制与质量提升关键技术"荣获国家科学技术进步奖二 等奖。当前，国产乳制品在蛋白质、体细胞、菌落总数等核心指标上已经全面超过了欧盟标准，中国牛 奶已成为世界品质的代名词。 在功能营养方面，蒙牛针对消费者不同功能需求，打造定制化产品服务。针对国人普遍存 ...

Core Insights - 2025 marks a year of accelerated differentiation, heightened anxiety, and rapid turnover in the domestic hotel industry [1] Group 1: Market Trends - The "street vending" trend has emerged as a significant event for high-end hotels in 2025, with Zhengzhou Yonghe Bojue International Hotel achieving over 30,000 yuan in sales within 37 minutes on its first day [2][5] - The peak revenue for Yonghe Bojue's street vending reached over 100,000 yuan, but has since stabilized between 50,000 to 60,000 yuan [2] - The rise of high-end homestays is contributing to market competition, with the market size doubling from under 20 billion yuan in 2022 to 42.27 billion yuan in 2024 [12] Group 2: Challenges and Adaptations - High-end hotels are facing significant challenges due to a reduction in large conferences and high-end banquets, leading to a need for new survival strategies [11] - The oversupply of hotels has exacerbated the situation, with only 17 out of 259 hotels priced over 10 million yuan successfully sold in the first half of 2025 [11] - The "street vending" trend is seen as a temporary solution, with hotels realizing that a single revenue stream is insufficient for sustainable transformation [11][29] Group 3: Strategic Innovations - High-end hotels are exploring innovative practices, such as the "chef to home" service, to expand revenue sources beyond traditional dining [11] - Collaborations with online travel agencies (OTAs) like Meituan have proven effective, with a reported 88% increase in bookings for Marriott within 24 hours of launching a joint membership program [15] - The introduction of esports rooms by various high-end hotels aims to attract the younger generation, indicating a shift in target demographics [16] Group 4: Future Directions - The future of high-end hotels lies in deepening digital transformation, redefining the concept of "high-end" from price to value, and creating a "hotel+" ecosystem that integrates various lifestyle services [20][22][27] - Emphasis on customer experience over traditional luxury symbols is becoming crucial for attracting younger consumers [17][22] - The industry is expected to undergo a significant restructuring, focusing on multi-dimensional breakthroughs in assets, products, and operations to survive the ongoing market reshuffle [29][31]

新京报贝壳财经：中央经济工作会议提出持续扩大内需、优化供给，做优增量、盘活存量，因地制宜发 展新质生产力，对此，伊利集团会有哪些具体举措？ 刘春喜：首先，继续坚守"伊利即品质"的企业信条，不断完善行业领先的品质管理体系；其次，继续坚 持"以消费者为中心"，持续提升消费者产品与服务满意度；第三，持续积极开展营销创新、加强品牌建 设，持续提升品牌力；第四，持续推进精益管理，降低成本，提升供应链效率；第五，继续围绕产品创 新、营销、供应链等价值链环节，加快数智化转型；第六，持续开拓海外市场，稳步推进国际化业务； 最后，持续提升公司可持续发展管理能力，实现社会价值与商业价值的同步提升。 新京报贝壳财经：2026年，伊利集团在业绩增长、产品创新、业务线等方面有何战略发展目标？ 当时间的刻度指向2026，一个崭新的五年征程即将启幕。 此刻，我们立足承前启后的交汇点，"十四五"即将圆满收官。回顾2025年，在多重压力之下，中国经济 再次走过了"很不平凡"的一年，并展现出强大韧性和活力，成就奠定坚实基础。 刚刚闭幕的中央经济工作会议深刻指出，做好明年经济工作，要"坚持稳中求进工作总基调"，在政策取 向上，"要坚持稳中求进、提 ...

中新网杭州12月25日电 (钱晨菲 吴怡欣)当前，浙江杭州民营经济蓬勃发展。如何护航民营企业高质量 发展、加快培育新质生产力，成为推动经济发展提质增效的一项重要课题。杭州市统一战线精准锚定发 展需求，聚焦数字赋能、金融助力、产研协同、亲清服务四项核心举措，以"四链融合"赋能民营企业， 为民营经济健康发展、高质量发展注入动力。 数字赋能强链 提升企业智略 在奔涌向前的数字浪潮中，提升民营企业家数字素养与技能，已然成为增强企业核心竞争力的关键抓 手。 近年来，杭州市委统战部、市工商联精准发力，充分发挥数字经济工作委员会职能，以"数字营""数字 行"等常态化活动为载体，通过专题培训、主题沙龙、实地参访等多元形式，助力提升企业家数字化认 知与能力，有效推动民营企业加速产业升级与基础设施数字化、智能化转型。 "科学技术迭代迅猛，每一项新技术都可能成为创业创新的突破口。"在一次由杭州市工商联主办的企业 家沙龙上，浙江容亿投资董事长黄金平结合实战经验分享道。作为深耕科技产业投资领域的"老兵"，容 亿投资已成功孵化多家科技型上市企业。正因如此，黄金平建议，企业家需主动拥抱技术变革，积极与 优质科技企业联动合作，在协同发展中抢 ...