2025 年 07 月 20 日 广联达(002410.SZ) 发布 CIM 平台和建筑 AI 白皮书，赋能城市高质量发展 事件概述 1)7 月 14-15 日，中央城市工作会议在北京举行，习近平总书记针对 城市工作提出明确要求：以推动城市高质量发展为主题，以推进城市 更新为重要抓手，走出一条中国特色城市现代化新路子。广联达致力 于从建筑数字化向城市数字化拓展，基于 CIM 平台赋能数字城市建 设，未来有望迎来更大的发展机会。 2）7 月初，广联达在"2025 产业互联网创新发展论坛"正式发布行 业白皮书《建筑企业 AI 应用行动指南》，系统提出了可操作、可落地 的行动框架，为建筑企业推进 AI 应用提供了清晰可行的行动参考。 从建筑数字化向城市数字化拓展 广联达作为数字建筑平台服务商，近年来积极拓展数字城市业务，打 造 CIM（城市信息模型）平台形成孪生城市数字底座，并开展 CIM+ 应用，提供城市的规建管运、智慧生态、城市更新等综合解决方案， 为城市可持续发展提供有力支撑。根据公司官网披露，今年上半年， 广联达推出新一代 CIM 基础平台——"广联达城市信息模型（CIM）基 础平台 4.0"， 全面支撑智 ...

7月8日，杰创智能（301248）与杭州鑫蜂维科技正式签署战略合作协议，双方围绕AI数字生态共建与 城市数字化转型等领域展开深度合作，推动安全可信的算力基础设施部署与智能化应用落地。杰创智能 和鑫蜂维科技拟成立合资公司，重点发展算力集群建设与智算云服务业务，持续扩大智算云业务规模。 资料显示，杭州鑫蜂维科技是阿里巴巴的合资企业、钉钉全球首家共创公司。(人民财讯) ...

Group 1 - The China Central Enterprise Innovation Driven Index (000861) decreased by 0.13% as of July 3, 2025, with mixed performance among constituent stocks [3] - The top-performing stocks included Shenzhen South Circuit (002916) up 7.32%, and Guangxun Technology (002281) up 2.21%, while China Haifang (600764) led the decline at 6.09% [3] - The Central Enterprise Innovation Driven ETF (515900) fell by 0.14%, with a latest price of 1.46 yuan, and has seen a cumulative increase of 0.83% over the past week [3] Group 2 - The National Bureau of Statistics emphasized the importance of cities in advancing digital China, focusing on the integration of urban governance modernization and industrial system modernization [4] - Huayuan Securities noted a clear valuation recovery for central state-owned enterprises, particularly in the construction sector, benefiting from stable dividends and governance optimization [4] - The latest scale of the Central Enterprise Innovation Driven ETF reached 3.357 billion yuan, marking a one-month high and ranking in the top quarter among comparable funds [4] Group 3 - The Central Enterprise Innovation Driven ETF has seen a net value increase of 5.46% over the past two years, with a maximum monthly return of 15.05% since inception [5] - The ETF's average return in rising months is 3.97%, with a historical three-year profit probability of 97.49% [5] - The management fee of the ETF is 0.15%, and the custody fee is 0.05%, making it the lowest among comparable funds [5] Group 4 - The Central Enterprise Innovation Driven Index is composed of 100 representative listed companies evaluated for innovation and profitability, with the top ten stocks accounting for 34.87% of the index [6] - The top ten weighted stocks include Hikvision (002415) and China Southern Power Grid (600406), among others [6]

Group 1 - The core viewpoint emphasizes the importance of AI and digital transformation in urban environments, highlighting the integration of advanced technologies to enhance city management and services [1][2][4] - Fujian Mobile and Huawei have collaborated to create a 5G-A × AI smart scenic area in Yantai Mountain, showcasing a successful model for digital transformation in traditional districts [1] - The National Data Bureau stresses that AI is a foundational capability for urban digital transformation, requiring robust data supply and innovative applications to drive progress [1][2] Group 2 - The development of city super intelligent bodies by Lenovo demonstrates the potential of AI to optimize urban operations, with reported cost reductions of over 70% in scene development [2] - The 12345 government service hotline has seen increased usage, leading to the creation of an intelligent service system by Inspur Cloud to enhance efficiency in public service [3] - Hong Kong's focus on digital infrastructure, government services, and governance through AI technologies aims to accelerate the development of smart cities [4]

Core Viewpoint - Huawei's HarmonyOS is transforming the digital landscape in Shanghai, with a focus on creating a robust ecosystem that enhances user experience and application development across various sectors [1][3]. Group 1: HarmonyOS Ecosystem Development - The HarmonyOS ecosystem has seen significant growth in Shanghai, with approximately 500 applications upgraded and launched, contributing to the city's digital transformation [3]. - Over 3,000 government and enterprise units nationwide are undergoing internal application upgrades to HarmonyOS, indicating widespread adoption [3]. - The forum showcased nearly 100 applications that have deeply integrated HarmonyOS features, enhancing functionality and user experience [1][3]. Group 2: Application Areas and Benefits - In the public service sector, the "Suishenban Citizen Cloud" app has fully adapted to HarmonyOS, providing efficient government services while ensuring data security for 24 million citizens [4][5]. - Transportation applications like Metro and Shanghai Transportation Card leverage HarmonyOS's capabilities for smarter and more efficient travel experiences [5]. - Applications in practical tools and health sectors utilize HarmonyOS for improved user experiences, showcasing its versatility across different domains [5]. Group 3: Developer Experience and Security - HarmonyOS offers a more user-friendly development experience compared to Android and iOS, allowing for unified development tools and capabilities across various devices [6]. - The system's security architecture, including multi-layered protection measures, ensures data safety for critical government and enterprise applications [6][7]. - Companies are increasingly adopting HarmonyOS for internal applications, enhancing collaboration and operational efficiency through its innovative features [7]. Group 4: Financial Sector Integration - Several financial applications in Shanghai have integrated HarmonyOS features, enhancing security and intelligence in financial services [9]. - The launch of HarmonyOS computers completes the ecosystem, driving further collaboration and development within the financial sector [9].