近日，国务院国资委发布2024年版央企科创成果手册，收录67家央企208项成果，涵盖电子元器件、零 部件、新材料、仪器仪表、软件产品、高端装备、制造工艺等7个领域。 据了解，成果目录收录了16项电子元器件成果以及23项软件产品成果。电子元器件成果覆盖GPU、 CPU、DPU、RISC-V等品类，软件产品包括智能体、智算平台、工业软件等。值得一提的是，多家央 企控股上市公司的产品入选了成果目录。 GPU、CPU、DPU等电子元器件入选 多款智能体、智算平台、工业软件等 品类成果亮相 软件产品方面，包括全栈电力系统智能体、天翼云智算平台、"C大脑"工业智能操作系统等多款产品入 选。 全栈电力系统智能体由南方电网人工智能科技有限公司开发，是异构算力统一调度管理的电力人工智能 基础设施。平台提供一站式服务，涵盖全类型数据管理、多场景标注、统一算力中心、模型共享、专业 及低代码建模、大模型训练、智能体搭建等工具，具备AI能力可视化、模型高效测评与快速迭代等功 能，构建了全国规模最大的电力样本库，适用于输配电、市场营销、电力调度、电网规划、安监、供应 链、产业金融等领域。 天翼云智算平台是由中国电信旗下天翼云科技有限公司 ...

Core Viewpoint - The article discusses the differences and similarities between two indices related to central enterprise technology: the China Securities National New Central Enterprise Technology Leading Index and the China Securities Chengtong Central Enterprise Technology Innovation Index, highlighting their performance and characteristics in the context of recent market movements. Group 1: Differences Between the Indices - The China Securities National New Central Enterprise Technology Leading Index is customized by Guoxin Investment Co., Ltd., while the China Securities Chengtong Central Enterprise Technology Innovation Index is customized by China Chengtong Group [2]. - The selection methods differ: the National New Index scores based on net profit growth, revenue growth, total market capitalization, and R&D expenditure as a percentage of revenue, whereas the Chengtong Index evaluates based on the number and quality of patents and the implementation of equity incentives [3]. - Industry distribution varies significantly; the National New Index focuses heavily on aerospace and defense, electronics, and semiconductors, with a combined weight of nearly 80%, while the Chengtong Index has a more balanced distribution across telecommunications, aerospace and defense, and electronics, with the top five industries also exceeding 80% [4][6]. Group 2: Key Holdings and Performance - The top ten holdings of the National New Index account for 52.63% of the total, with Hikvision and AVIC Optoelectronics each exceeding 7% [8]. - In contrast, the Chengtong Index's top ten holdings represent 60.34% of the total, with China Telecom, Hikvision, and China Mobile each exceeding 7% [12]. - Historical performance shows that while the one-year returns of both indices are similar, the Chengtong Index outperforms the National New Index over three and five years, with the National New Index exhibiting higher volatility across all time frames [14]. Group 3: Valuation and Commonalities - As of now, the National New Index's TTM price-to-earnings ratio has risen to the historical 100th percentile, indicating a high valuation position [15]. - The Chengtong Index's TTM price-to-earnings ratio is also above the historical 80th percentile, suggesting a similarly high valuation, although its historical data is limited [17]. - Both indices select samples from listed companies under the State-owned Assets Supervision and Administration Commission, aim to reflect the overall performance of central enterprises in technology innovation, and emphasize that R&D expenditure as a percentage of revenue should not be less than 3% [20].