Group 1 - The 15th National Games will be held in Guangzhou on November 9, 2025, marking the first time the event is co-hosted by Guangdong, Hong Kong, and Macau [1] - Guangzhou Mobile is playing a crucial role in providing various information services, including core event support and network upgrades for the opening ceremony, contributing to a "smart National Games" [1][7] - The company has established a dedicated competition data transmission network for 21 competition venues and 10 non-competition venues, ensuring secure and stable data transmission [2] Group 2 - Guangzhou Mobile has deployed 35,000 5G base stations in the region, the largest in the province, to enhance network experience for the opening ceremony [3] - The application of 5G-A technology at the main venue allows for support of over 80,000 concurrent users, facilitating real-time multimedia sharing [3][4] - Advanced technologies such as SuperMIMO and AI support are being utilized to enhance network performance and security during the event [4] Group 3 - The hosting of the National Games is being leveraged as an opportunity for urban digital transformation, with Guangzhou Mobile undertaking the construction of four city-level platforms [5] - The "All Games Guangzhou" mini-program provides citizens with convenient access to event information and services, enhancing the overall experience [6] - The "Metaverse Cloud Sports Village" project offers an immersive digital experience, allowing users to explore a virtual world related to the games [6]

Core Viewpoint - Jiechuan Intelligent (301248) has signed a strategic cooperation agreement with Hangzhou Xinfengwei Technology to collaborate on AI digital ecosystem development and urban digital transformation, focusing on deploying secure and reliable computing infrastructure and intelligent applications [1] Group 1 - The partnership aims to establish a joint venture that will focus on the development of computing cluster construction and intelligent cloud service business [1] - The collaboration is expected to continuously expand the scale of intelligent cloud business [1] - Hangzhou Xinfengwei Technology is a joint venture of Alibaba and the world's first co-creation company of DingTalk [1]

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].