（文章来源：证券日报） 证券日报网讯 1月28日，上海钢联在互动平台回答投资者提问时表示，公司在地理信息系统方面，基于 传统大宗商品数据，通过信息标注及融合航运数据、卫星数据、气象灾害数据等，利用GIS可视化手 段，为用户提供更具实用性的可视化数据分析工具，助力业务决策。公司自研AI应用"钢联宗师"，核心 能力聚焦于行业语料预训练、大宗商品知识图谱构建及多模态数据融合三大方向。此外，针对用户高频 问题，通过大模型生成标准化的优质问答库，并主动推送至AI平台收录，当用户使用AI搜索时会引用 公司的优质内容并标记数据源，助力公司实现品牌提升。 ...

Core Viewpoint - Shandong Province is accelerating the construction of a geological key technology system to support high-quality development, focusing on technological innovation and the transformation of traditional geology into "digital geology," "green geology," and "safe geology" [2][5]. Group 1: Key Technologies and Their Applications - The Shandong Coalfield Geological Bureau has announced the first batch of 14 key core technologies across six major fields to enhance geological services [2]. - In the geological exploration field, two technologies were selected, including a collaborative three-dimensional exploration technique for iron ore and a high-precision comprehensive exploration technology for coal resources, which has been widely implemented in over ten provinces [2][3]. - In the clean energy exploration field, three technologies were selected, including underground space detection for salt caverns, which has identified 17 usable cavities with a total volume of 8.44 million cubic meters [3]. - The deep detection field includes two technologies that improve seismic imaging and disaster identification in coal mining areas, enhancing geological data accuracy [3]. - In the marine geology field, one technology focuses on beach evolution and restoration, creating a comprehensive coastal protection system [3]. - The disaster prevention and emergency rescue field includes four technologies aimed at improving mining safety and disaster prevention measures [4]. - The ecological restoration field features two technologies that promote integrated protection and restoration of various ecological elements [4]. Group 2: Achievements in Resource Exploration - The Shandong Coalfield Geological Bureau has successfully discovered over 10 billion tons of coal resources, contributing to the construction of multiple large-scale coal bases [5][6]. - A new direction for iron ore exploration has been established, with the discovery of a large iron ore deposit in coal-bearing strata, achieving an average iron content of approximately 55% [6]. - The exploration of multiple mineral types has seen significant progress, with over 20 gold exploration projects implemented and new methods developed for identifying mineral deposits [7]. Group 3: Digital Transformation Initiatives - The Shandong Coalfield Geological Bureau is focusing on digital transformation as a key strategy, integrating geological technology with artificial intelligence and big data [8]. - A unified information management platform has been established to enhance data value and streamline processes across various geological operations [8]. - Innovative practices in digital intelligence include the deployment of smart management systems in field exploration projects, enhancing safety and efficiency [9]. - The bureau has completed the standardization and digitization of over 17,000 drilling holes, facilitating better data management and application [9][10].

Core Viewpoint - Shandong Province is accelerating the construction of a geological key technology system to support high-quality development, focusing on digital transformation and the integration of geological technology with artificial intelligence and big data [2][4]. Group 1: Integrated Smart Hub Construction - Shandong is building an integrated information management platform that connects key business scenarios, creating a "1+2+N+X" intelligent system, which includes one unified platform, two core support systems, and multiple applications tailored to common needs [5]. - The innovative scenarios include an online monitoring system for geothermal energy development, which integrates core data for scientific and efficient resource utilization, and a system for identifying hidden disaster factors in mining, which uses multi-source geological data to create high-precision 3D models for risk assessment [5]. Group 2: Digital Intelligent Innovation Practices - Shandong is deploying a smart well site management system based on IoT, 5G, edge computing, and cloud platforms in field exploration projects, enhancing safety and efficiency in coalbed methane exploration [6]. - The province has developed an intelligent platform that combines machine learning with traditional geological methods for rapid assessment and customized improvement of land quality, along with a database for mining rescue cases to support quick response [6]. Group 3: Underground Data Mining and Digital Resource System - Shandong has implemented standardized and digital geological exploration projects, completing over 17,000 standardized borehole checks and digitizing more than 11,000 borehole data entries [7]. - The province has created a digital archive system, cataloging over 2,000 geological documents and developing a management system for efficient lifecycle management of over 800 digital results, significantly enhancing geological data management efficiency [7].

Core Viewpoint - The revision of the "Tan Map," a historical atlas of China, is essential and urgent due to its outdated content and accuracy, marking 70 years since its initial compilation [1] Group 1: Revision Necessity - The "Tan Map" has provided reliable historical references for national administrative adjustments and governance in border and ethnic regions since its publication in 1987 [1] - The revision will address historical inaccuracies in place names and administrative boundaries, with a systematic error correction expected to be completed in about five years [1] Group 2: Revision Plan - The new version of the "Tan Map" will take ten years to complete, involving comprehensive updates, data accuracy improvements, and content additions [1] - The revision will utilize the latest national geographic information data as a base map to ensure accurate historical comparisons [1] Group 3: Technological Integration - The revision will incorporate advanced technologies such as artificial intelligence and geographic information systems (GIS) to create a "China National Historical Geographic Information Service Platform" [2] - This platform will allow for dynamic updates of map content, overcoming the limitations of traditional static maps, and will facilitate the integration of new academic findings and archaeological discoveries [2]

Core Viewpoint - The company, Aerospace Hongtu Information Technology Co., Ltd., has faced significant financial challenges in 2024, primarily due to the suspension of its military procurement qualifications, leading to a substantial decline in revenue and net profit [2][5]. Financial Performance - In 2024, the company achieved operating revenue of 1.575 billion yuan, a year-on-year decrease of 13.39%. The net profit attributable to shareholders was -1.393 billion yuan, a decline of 277.94% [2][5]. - The second quarter saw a revenue decline of 16.99% and a net profit drop of 134.09%, while the fourth quarter's revenue remained stable, but net profit fell by 248.99% [2][6]. Business Segmentation - Revenue from the special field was 668.3032 million yuan, down 14.24%, while revenue from the civilian sector was 906.9681 million yuan, down 12.75% [4][5]. - The overall gross margin for the company decreased by 13.44 percentage points to 22.48% in 2024, with significant declines in both special field and civilian sector margins [8][10]. Impact of Military Procurement Suspension - The company was suspended from military procurement on July 6, 2024, which has severely impacted its ability to participate in bidding for specialized projects, leading to a significant drop in orders and revenue [2][5]. - As of the date of the report, the company has not yet regained its military procurement qualifications, and it submitted a defense document in August 2024, awaiting a decision from military authorities [5][6]. Cost and Profitability Analysis - The increase in operating costs and significant asset impairment losses were major contributors to the net profit decline. The company faced a 92.217 million yuan increase in asset impairment losses due to uncontracted projects and a 6.794 million yuan increase in credit impairment losses [6][8]. - The gross margin for the system design and development business dropped to 9.22%, a decrease of 25.63%, while the data analysis application service margin fell to 30.76%, down 4.90% [10][11]. Client and Revenue Concentration - The company's revenue is heavily concentrated in system design and data analysis services, which together account for over 98% of total revenue. The top five clients contributed to a 17.01% increase in sales compared to the previous year [8][10]. - The company has been facing increased pressure from clients to reduce project budgets, leading to a decrease in order amounts and project margins [10][11].