世界第一高桥通车， FAST发现千余颗脉冲星， "村超""村BA"继续燃爆全网…… 从科技突破到民生提质， 从交通升级到文旅出圈， 2025年的贵州， 每一个瞬间都值得珍藏！ HD 仕贡州道 贵州红·山水越野挑战赛总决赛 一 H 1/18 在遵义鸣枪开赛 t: 1/18-23 2025年贵州省两会召开 G多彩资州同 动静 4147 lal 4-1 44 18 3 纪录片《阳明悟道》在 中央广播电视总台纪录频道播出 間3/26 G 多彩资州网 动静 坚持以高质量发展统揽全局 习近平总书记在贵州考察时强调 | 3/17-18 在中国式现代化进程中 展现贵州新风采 大 4748714 90 搭走过的 t:34 / 在安顺开幕 t: 34 / 26 第十三届贵州人才博览会 G多彩资网网 动静 67 65 BE TE | GED IN 器走过 開 5 / 4 贵州首条无人驾驶公交线路 1 / 4 / 2 / 4 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / 2 / ...

| 东省工业和信息化厅 O 请输入您要搜索的内容 简 整 | | | | | & 0 % 6 邮箱登录 智慧办公 | | --- | --- | --- | --- | --- | --- | | 命 工信首页 国 政务公开 | 司新闻中心 | | 虽 政务服务 | Θ 政民互动 | ◎ 工信数据 | | 首页 > 政务公开 > 通知公告 > 公示 | | | | | | | 2025年山东省大数据产业"三优两重"项目名单公示 | | | | | | | 发布日期：2025-12-22 14:49:50 信息来源：数据产业推进处 | | | | 浏览次数:2514 次 | | | 为贯彻国家大数据战略，落实《关于加快数字经济高质量发展的意见》《山东省云服务大数据"融通"工程实施方 案》等文件精神，培育我省大数据产业发展及应用创新典型,促进示范交流,按照《关于征集2025年度管级大数据产业 | | | | | | | "三优两重"项目的通知》要求，我们组织开展了2025年度大数据产业"三优两重"项目遴选工作。经单位申报、地市 | | | | | 字体 | | 推荐、专家评审等程序，拟确定2025年山东省大数据产 ...

今日晚间重要公告抢先看——三连板法尔胜：不涉及"可控核聚变""超导""商业航天"等相关业务；皮阿 诺实际控制人拟变更为尹佳音，股票明起复牌；北方华创股东北京电控拟向国新投资协议转让2%公司 股份。 【重大事项】 飞沃科技(301232.SZ)发布股票交易严重异常波动的公告，公司留意到近期市场对于商业航天的热点概 念关注度颇高。现阶段，公司主营业务为风电高强度紧固件的研发、生产与销售，与此同时，正在积极 开拓航空航天、燃气轮机等领域的紧固件及零部件业务。公司在商业航天领域的业务现处于初期阶段， 目前在主营业务收入中占比相对较低（不足1%）。 三连板法尔胜：不涉及"可控核聚变""超导""商业航天"等相关业务 安奈儿：拟4.4亿元收购创新科公司22%股权 尝试大数据产业 安奈儿公告，公司拟以现金4.4亿元，分期付款收购深圳创新科技术有限公司22%股权，收购后，创新 科将成为公司的参股公司。此次交易是公司看好大数据产业的发展前景，对大数据产业的初步尝试。安 奈儿同时公告，全资子公司安奈儿科技与河南广电传媒控股集团数字产业投资有限公司签署《关于算力 平台项目的采购合同》，合同金额9746.53万元，主要为其算力平台项目 ...

Core Points - Guizhou Province has introduced a new policy to incentivize the development of the data industry, offering substantial rewards ranging from 1 million to 10 million yuan for companies with a certain scale of data personnel [1] - The province aims to achieve a digital industry scale of 254.94 billion yuan by 2024, with the digital economy growth rate consistently ranking among the top in China for nine consecutive years [1] - The policy document includes 25 specific measures across eight key areas, focusing on nurturing characteristic industrial clusters, talent development, high-quality data supply, product and technology standard innovation, application expansion, inclusive computing power usage, industrial park construction, and financial support [1][2] Talent Development - The policy emphasizes results-oriented talent development, providing significant rewards for core teams and individuals achieving outstanding results, with a one-time subsidy of 300,000 yuan for teams generating over 10 million yuan in new sales revenue [2] - Individual contributors in research and development can receive up to 500,000 yuan as a one-time subsidy for notable achievements [2] High-Quality Data Supply - The policy promotes a systematic layout and multi-point incentives for high-quality data supply, offering up to 5 million yuan for excellent projects that build data circulation infrastructure [2] - Companies participating in public data governance and annotation services can receive a maximum reward of 5 million yuan for creating high-quality public data sets [2] Application Expansion - The policy focuses on practical application and effectiveness, providing substantial rewards for benchmark projects, with up to 5 million yuan available for qualifying large model applications and industrial empowerment platforms [2] Industrial Park Construction - Recognized smart industrial parks in Guizhou can receive annual project subsidies of up to 5 million yuan, with a focus on enhancing public services and supporting capabilities [2] - Data annotation companies can benefit from interest subsidies on bank loans for business development, with a maximum support of 5 million yuan [2] Implementation and Future Goals - To ensure effective implementation of the policy, Guizhou's data development management bureau has issued notifications for project applications and is accelerating the establishment of standards for data and data annotation enterprises [3] - The goal is to cultivate a group of competitive data companies in Guizhou, develop replicable data products and services, and attract high-level talent in the data industry [3]

Investment Rating - The report maintains a "Buy" rating for the company, expecting significant growth in stock performance relative to the benchmark index [5][12]. Core Insights - The demand for enterprise-level SSDs is expected to rise significantly due to the increasing need for data storage driven by AI applications. The global data volume is projected to grow from approximately 120ZB in 2023 to 393.8ZB by 2028, which will enhance the capacity of the Chinese enterprise SSD market to around 58EB by 2024 [3][4]. - The company has successfully developed and launched its proprietary brand "Haipu Storage," focusing on domestic and customized solutions, with products like enterprise-level DDR4, DDR5, and Gen4 eSSD already in production [3]. - The company is positioned to benefit from the rising prices of DDR4 memory, as the market is expected to experience a supply-demand imbalance, leading to price increases. This situation is further exacerbated by the strong demand from server orders, which is pushing PC and consumer markets to adapt [4]. Financial Projections - Revenue projections for the company are as follows: 2025 at 330 billion yuan, 2026 at 432 billion yuan, and 2027 at 564 billion yuan. Corresponding net profits are expected to be 6 billion yuan, 8 billion yuan, and 10.5 billion yuan respectively [5][10]. - The company anticipates a revenue growth rate of 115.4% for 2024, followed by 36% in 2025, and around 30% for both 2026 and 2027 [10][11]. - The earnings per share (EPS) are projected to increase from 0.57 yuan in 2024 to 2.26 yuan by 2027, indicating a strong growth trajectory [10][11].

Group 1 - The core point of the news is that拓维信息 has experienced a significant decline in stock price, dropping 5.09% on September 4, with a total market value of 434.30 billion yuan and a cumulative drop of 17.62% over four consecutive days [1] - The company, established in 1996 and listed in 2008, primarily focuses on K-12 education services and mobile internet products related to mobile games and animation, with revenue composition being 72.71% from software and services, 21.74% from intelligent computing products, and 5.55% from other sources [1] - 富国中证大数据产业ETF (515400) has increased its holdings in拓维信息 by 35.52 thousand shares in the second quarter, now holding 234.59 thousand shares, which represents 3.17% of the fund's net value, making it the seventh largest holding [2] Group 2 - The fund manager of 富国中证大数据产业ETF is 蔡卡尔, who has been in the position for 8 years and 244 days, with the fund's total asset size being 588.19 billion yuan [3] - The fund has shown a year-to-date return of 16.74% and a one-year return of 78.48%, ranking 2555 out of 4222 and 720 out of 3789 respectively in its category [2]

Market Overview - The market temperature gauge indicates a long-term signal with a 75% positive outlook, reflecting a favorable investment environment [1] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index show slight fluctuations with changes of 0.66%, 0.46%, and 0.50% respectively [1] Sector Performance - The defense and military sector leads with a short-term gain of 3.06%, followed by machinery equipment at 1.93% and non-ferrous metals at 1.87% [2] - The media, comprehensive, textile and apparel, social services, and retail sectors experienced declines, with the worst performer being the petroleum and petrochemical sector [2] Capital Flow - The top three sectors for capital inflow are defense and military (¥2.507 billion), machinery equipment (¥2.151 billion), and household appliances (¥0.591 billion) [2] - The sectors with the highest capital outflow include computers (¥-3.168 billion), electronics (¥-1.973 billion), and communications (¥-0.868 billion) [2] ETF Performance - The General Aviation ETF has shown a 3.29% increase, while the Defense Vehicle ETF and Non-ferrous Metals ETF have also performed well with increases of 2.61% and 1.74% respectively [5] - The banking sector ETF is attracting long-term capital due to its high and stable dividends, with a notable increase in interest from insurance funds [6] Strategic Insights - The low-altitude economy and military aviation sectors are expected to drive significant industrial value, supported by government investment and strategic initiatives [6] - Recent developments in low-altitude aviation, such as the successful transport flight by a domestically developed eVTOL aircraft, highlight the potential for growth in this sector [6]

Core Viewpoint - The potential acquisition of Yangdian Technology by Hantang Cloud Intelligence, controlled by Nie Kunlin, is expected to create a new listed company in the intelligent computing sector in Sichuan [1][4]. Company Overview - Hantang Cloud Intelligence is a wholly-owned subsidiary of Sichuan Hantang Cloud Information Technology Co., which is backed by state-owned enterprises from Sichuan, Ya'an, and Shenzhen [4]. - Hantang Cloud Information was established in December 2020 and has received multiple honors, including being recognized as a "Little Giant" enterprise and a national high-tech enterprise [4]. - The company operates over 4,000 server cabinets across several cities, including Beijing, Guangzhou, and Chengdu [4]. Share Transfer Details - The share transfer process involves two phases, with the first phase already completed and the second phase planned for after the lock-up period of the shares held by the current major shareholders [6][9]. - The second phase will see the transfer of 25,522,956 shares, representing 12.96% of the total share capital of Yangdian Technology, to Hantang Cloud Intelligence [9]. Financial Performance of Yangdian Technology - Yangdian Technology reported a significant increase in revenue, achieving 1.333 billion yuan in 2024, a year-on-year growth of 131.88% [11]. - The net profit attributable to shareholders reached 70.3446 million yuan, marking a staggering increase of 939.68% compared to the previous year [11][13]. - In the first quarter of 2025, the company generated 327 million yuan in revenue, with a net profit of 15.1018 million yuan, reflecting growth rates of 40% and 19.2%, respectively [11]. Industry Context - Sichuan ranks among the top provinces in China for computing power development, with intelligent computing expected to increase from 35% in 2024 to over 60% by 2027 [14]. - The China Ya'an Big Data Industrial Park, where Hantang Cloud Information is located, is a key hub for the big data industry in Sichuan, covering 542 acres with an investment of 15 billion yuan [14]. - Sichuan is recognized as a critical node in the "East Data West Computing" initiative, housing one of the top ten supercomputing centers globally and ranking seventh in the national computing power development index [14].

Group 1 - The Xinchang ETF fund (562030) focused on the software development industry has seen a rise of 1.14% in its market price, with significant gains in constituent stocks such as Xinghuan Technology (over 6% increase) and Geer Software (nearly 6% increase) [1] - The Shenzhen Blockchain Association hosted a seminar on July 3, focusing on the liquidity challenges of real assets and promoting the digital circulation of "silent assets" worth trillions [2] - The Shanghai State-owned Assets Supervision and Administration Commission held a meeting on July 10 to discuss the development trends of cryptocurrencies and stablecoins, emphasizing the integration of blockchain technology in various sectors [3] Group 2 - The Xinchang ETF fund tracks the CSI Xinchang Index, which covers core segments of the Xinchang industry chain, including basic hardware, software, and information security, indicating high growth and elasticity [4] - Four key investment logic points for the Xinchang industry include: 1) urgent demand for self-control due to geopolitical tensions; 2) potential recovery in government procurement; 3) breakthroughs in new technologies by domestic manufacturers; 4) critical timing for procurement standards [5] - The Big Data Industry ETF (516700) tracks the CSI Big Data Industry Index, focusing on sectors like data centers and cloud computing, with major stocks including Inspur Information and China Software [6]

Group 1 - The core viewpoint of the articles highlights the strong performance of computing hardware stocks and the positive outlook for the AI computing power sector in China, with significant growth expected in the coming years [1][2] - The China Intelligent Computing Power Scale is projected to reach 1037.3 EFLOPS by 2025 and 2781.9 EFLOPS by 2028, with a compound annual growth rate of 38.94% from 2025 to 2028 [1] - The CSI Big Data Industry Index (930902) saw an increase of 0.99%, with notable gains from constituent stocks such as Tianxiao (up 4.60%) and Hengsheng Electronics (up 4.54%) [1] Group 2 - Open Source Securities emphasizes the AIDC computing power industry chain as a core focus, recommending attention to seven key industry directions, including AIDC data center construction and IT equipment [2] - The Data ETF (516000) closely tracks the CSI Big Data Industry Index, which includes companies involved in big data storage, analysis, and applications, reflecting the overall performance of the big data and computing power industry [2] - The big data industry, represented by the Data ETF, is positioned as a key sector driven by policy catalysts and technological iterations, characterized by a dual engine of "computing power foundation + scenario innovation" [2]