数字化转型

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扎根产业的“沉浸研究”,解码汇添富科技战队的投资“底蕴”
Zhong Guo Zheng Quan Bao· 2025-10-20 08:49
Core Viewpoint - The article emphasizes the importance of long-term investment strategies in the technology sector, highlighting the approach of Huatai Fuhua Fund's technology investment team, which focuses on deep industry research and systematic investment rather than chasing short-term trends [1] Performance Summary - As of August 28, Huatai Fuhua's digital and technology products have shown impressive performance over the past year, with four funds doubling in net value and ten funds increasing by over 50% [1] - Specific fund performances include: - Huatai Fuhua Beijing Stock Exchange Innovation Selection A: 219.37% increase - Huatai Fuhua Technology Innovation A: 120.28% increase - Huatai Fuhua Self-Core Technology One-Year Holding A: 117.47% increase - Huatai Fuhua Chip Industry Index Enhanced A: 102.27% increase [2] Long-term Performance Rankings - Huatai Fuhua Global Mobile Internet A ranks first among similar products over the past seven years, third over the past five and three years [3][4] - Huatai Fuhua Technology Innovation A ranks in the top 10% for the past five and three years, and in the top 5% for the past year [5] Research and Global Perspective - The technology team emphasizes a comprehensive research approach across the entire industry chain, including both domestic and international companies [6] - Since 2011, the team has conducted annual field research in Silicon Valley and other tech hubs, establishing connections with numerous companies to gauge technological advancements [6][7] Investment Philosophy - The investment philosophy is rooted in deep fundamental analysis, focusing on high-quality securities and long-term growth [8] - The team believes in building extensive touchpoints with companies to understand their governance, management, and motivations, often taking three to five years to track a company before investing [8][9] Team Structure and Collaboration - The team is structured to promote professional division of labor and efficient collaboration, covering six major sub-industries [10] - Huatai Fuhua has established subsidiaries in Hong Kong, the U.S., and Singapore to enhance local market insights and investment opportunities [10] Commitment to Long-term Development - The company maintains a long-term perspective in performance evaluation and talent development, ensuring team stability and coordination [12][13] - The investment strategy emphasizes clear product positioning and effective matching of fund managers' capabilities with investment goals [14] Conclusion - Huatai Fuhua's deep-rooted investment approach in the technology sector is a result of a long-term commitment to team building, research depth, and a systematic investment philosophy, providing a solid foundation for navigating technological cycles and capturing innovative value [15]
东阿阿胶与华为签署合作协议
Zheng Quan Shi Bao Wang· 2025-10-20 08:24
人民财讯10月20日电,10月20日,东阿阿胶(000423)与华为技术有限公司在深圳签署合作协议。根据 协议,双方将基于各自领域的深厚积淀与优势,在人工智能、大数据技术应用、数字化转型及数字化运 营、智慧园区、ICT基础设施合作,以及数智化人才培养等方面展开深度合作,共同探索传统中医药产 业与前沿科技融合的创新发展路径。 ...
不只看报价!靠谱小程序开发公司测评:技术栈、迭代能力、数据安全缺一不可
Sou Hu Cai Jing· 2025-10-20 08:18
在数字化转型浪潮下,小程序已成为企业连接用户、提升服务效率的核心工具。然而,面对市场上良莠不齐的开发服务商,企业若仅以价格为选择标准,可 能面临功能缺陷、数据泄露甚至项目烂尾的风险。本文从技术栈深度、迭代能力、数据安全三大维度,为企业提供一套科学的选型框架,助力其筛选出真正 具备长期价值的合作伙伴。 一、技术栈:决定小程序生命力的底层逻辑 技术能力是衡量开发公司实力的核心指标。企业需重点关注服务商是否具备以下能力: 1. 主流技术框架的掌握与创新 前端开发:需熟练运用WXML/WXSS实现响应式布局,支持Flex/Grid等现代布局方案,并能通过rpx单位适配多端设备。对跨平台框架(如Taro、Uni-App) 的实践经验尤为重要,可降低多端开发成本。 后端架构:优先选择掌握Node.js、Python或Java技术栈的团队,确保接口设计符合RESTful规范,并具备高并发处理能力。若涉及复杂业务逻辑,云开发 (如微信云函数)的集成经验可显著提升开发效率。 安全防护:技术团队需熟悉HTTPS加密传输、敏感数据脱敏处理(如手机号部分隐藏),并掌握防XSS攻击、CSRF令牌校验等安全机制。 2. 自研能力与专利储 ...
东阿阿胶与华为签署合作协议,将在人工智能、智慧园区等方面展开合作
Xin Lang Cai Jing· 2025-10-20 08:17
10月20日,东阿阿胶股份有限公司与华为技术有限公司在深圳签署合作协议。根据协议,双方将在人工 智能、大数据技术应用、数字化转型及数字化运营、智慧园区、ICT基础设施合作,以及数智化人才培 养等方面展开深度合作。 ...
人民日报:“为全球自由区发展提供助力”
Ren Min Ri Bao· 2025-10-20 07:09
在海南自贸港全岛封关运作即将正式启动之际,第十一届世界自由区组织大会近日在海南国际会展 中心举行,全球逾70个国家和地区的业界代表与专家参会。参会嘉宾认为,自由区是经济增长、产业多 元化及可持续发展的强大引擎,海南自贸港作为中国对外开放重要门户,充分展现出作为现代自由区的 发展潜力。 这是该大会首次在中国举办,大会主题是"自由区:通向全球繁荣、贸易和可持续创新的大门"。世 界自由区组织主席穆罕默德·阿扎鲁尼表示,作为中国的自由贸易港,海南向世界展示了制度创新、绿 色经济、数字化转型以及全球合作的重要性,在此举办大会对促进全球自由区合作交流具有特殊意义。 "自由区正从'贸易的推动者'转变为'更有韧性架构的构建者',现代自由区更像是一个金融、物流等 要素自由流通的生态系统。"世界投资大会执委会主席詹晓宁表示。 开幕式前播放的宣传片里,海南自贸港经济发展与对外开放成绩一一呈现;专题论坛前的开场推介 中,绿色低碳、免税商城、跨境电商等项目轮番展演……大会上,海南自贸港的介绍随处可见,不仅引 得参会嘉宾拍照打卡,更成为探寻合作机遇的"引子"。 人民日报记者 董泽扬 《人民日报》(2025年10月20日 第 03 版) ...
中经资料:巴基斯坦证券市场一周回顾(2025.10.13 - 2025.10.17)
Zhong Guo Jing Ji Wang· 2025-10-20 07:03
一、市场表现 1、据巴基斯坦媒体《论坛快报》报道,10月14日国际货币基金组织发布了《世界经济展望》10月刊,报告预测2025至2026财年(2025年7月至2026年6月)巴 基斯坦经济增长率为3.6%,且2025年夏季洪水带来的影响尚未反映在预测结果内,其影响仍在评估中。此前巴政府已经将4.2%的GDP增长目标下调至 3.5%,世界银行考虑洪水等因素做出了2.6%的预测。 2、据巴基斯坦联合通讯社报道,巴国家银行10月14日推出了一项无抵押的数字农业融资计划,面向小型、边缘化农民、服务欠缺或服务不足地区的农民, 旨在提高农业产量并支持农村发展。根据该计划,75%的资金将以实物形式发放,以确保农民得到优质种子、化肥、农药及柴油等农资物品,25%的资金可 以现金形式发放,用于支付其他农业开支。此外农民还将获得农业咨询服务,以提高作物产量并采用可持续的种植方式。 3、巴基斯坦国家银行(SBP)10月14日公布数据显示,2025年9月该国通过罗山数字账户(RDA)流入的资金达到1.96亿美元,较上月的1.64亿美元增长了20%。 巴国家银行数据还显示,截至9月末,罗山数字账户累计流入总额达到111.1亿美元,账户 ...
广州多项标准化成果领跑全国 为新时代标准化建设贡献广州智慧
Guang Zhou Ri Bao· 2025-10-20 06:30
Core Insights - Standardization is becoming a crucial tool for enhancing industry upgrades, improving urban governance, and protecting consumer rights in Guangzhou [2][3][4] Group 1: Standardization in Industry - Guangzhou is leveraging standardization to break through international regulatory barriers, exemplified by the ISO 55013 standard for data asset management, which will serve as a guide for digital transformation [3] - The New Energy Vehicle (NEV) industry is utilizing standardization to overcome trade barriers, with the establishment of databases and the issuance of numerous technical notifications to assist companies [3] - Traditional industries are also revitalizing through standardization, such as the smart aquaculture project in Panyu, which integrates 5G and AI for standardized management [4] Group 2: Economic Impact - The standardization efforts in the lychee industry have led to extended preservation periods and increased exports, benefiting over 2,000 farmers with an average income increase of 50,000 yuan annually [4] - Guangzhou's market supervision bureau is implementing a plan to enhance equipment updates and promote consumer goods exchange, positioning standards as a catalyst for domestic demand [5] Group 3: Bay Area Integration - Guangzhou is taking a leading role in the "Bay Area Standards" initiative, having contributed to 242 standards, which account for 92.4% of the total, covering various sectors including elderly care and smart home technology [6] - The city is pioneering cross-border service standardization in elderly care, providing clear guidelines for long-term care services for elderly individuals with cognitive impairments [6] Group 4: Quality Assurance in Major Events - A standardized assurance system has been established for major events like the Canton Fair and the 15th National Games, ensuring safety and enhancing the spectator experience [7] - Guangzhou is actively participating in the development of international and national standards, aiming to transition "Bay Area Standards" to international standards in fields like AI and biomedicine [7]
中国人寿:76年以“变”应变 以“不变”应初心
Ren Min Wang· 2025-10-20 06:21
变的是党建与治理的深度融合 中国人寿始终将党的建设作为根本性、全局性工作。近年来,该公司将党建工作深度融入公司治理体系,通过建立"党委前置研究"机制,确保党的方针 政策在战略决策中得到贯彻;通过"党建+"模式推动基层组织建设与业务发展同频共振。 中国人寿牢固树立党的一切工作到支部的鲜明导向,在实践中不断优化基层党支部建设。截至2025年10月,全系统共有各级党组织5888个,其中党委 399个,党总支30个,党支部5459个。全系统党员共6万余人,党员总数持续提升,组织基础不断夯实。营销员党员约1.8万人,全部纳入公司党支部管理。 践行"四抓落实",开展"关键小事"调研攻关,打造机关、条线、基层、营销员"四个党建品牌",评选"两优一先"、"四强"党支部、优秀党支部书记,创建红 旗党员示范岗、责任区、突击队、服务队,探索营销员党建工作模式。 面对新时代的挑战,中国人寿以党建引领锻造高质量发展的"红色引擎",在助力乡村振兴、运营服务、抢险救灾等重大任务中,党员干部冲锋在前,展 现了国有企业的政治担当。 不变的是服务国计民生的使命 从1949年到2025年,中国人寿保险股份有限公司(以下简称"中国人寿")已风雨兼程 ...
1.75亿,券商App月活创年内新高!最新排名来了
Zhong Guo Ji Jin Bao· 2025-10-20 06:17
Core Insights - The active user base of securities apps has reached approximately 175 million in September 2025, marking a month-on-month increase of 0.74% and a year-on-year increase of 9.73%, setting a new monthly record for the year [1][2] Group 1: User Activity and Rankings - Two securities apps surpassed 10 million monthly active users, while 11 apps exceeded 6 million, with Huatai Securities' "Zhangle Wealth" leading at 11.95 million users [2][3] - The top five securities firms maintained their positions, with Huatai Securities, Guotai Junan, and Ping An Securities ranking first, second, and third respectively [2][3] - The overall growth momentum of monthly active users for securities apps has slowed, with some experiencing slight month-on-month declines [1][2] Group 2: Year-on-Year Growth - The app "Yuli Bao" from Industrial Securities saw a year-on-year increase of 35.95%, while several other apps also reported growth exceeding 20% [2][3] - Only one app, Dongguan Securities' "Changzheng Bao," experienced a year-on-year decline of 0.19% [2][3] Group 3: AI Integration in Securities Apps - The rapid development of AI technology has led to increased demand for its application in the securities industry, with firms investing in financial technology to enhance their app services [4] - Huatai Securities launched an independent AI application terminal "AI Zhangle," integrating AI capabilities across key functions such as stock selection and trading [4] - The industry is focusing on creating differentiated services through AI, addressing challenges such as professional adequacy and compliance risks [4][5]
潮汕商会刘海景会长一行到访新讯集团,共话数字化转型与新质生产力发展
Sou Hu Wang· 2025-10-20 06:07
在随后的交流会上,新讯集团详细介绍了企业发展历程、核心业务布局以及在物联网与数字化服务领域 的战略重点,并特别分享了海外市场拓展的最新成果,包括已在印尼成功建立的业务网络。作为新质生 产力的代表性企业,新讯集团始终致力于推动技术革命性突破与产业深度转型升级,并愿意开放自身技 术资源,为商会成员提供全球资产远程控制解决方案、IPC全案、AI技术支持等服务,在产品开发、 SMT贴片智造等方面提供全方位赋能。将积极参与"潮商数字生态圈"共建,助力潮商企业共同成长 10月14日,潮汕商会刘海景会长率团到访新讯集团,开展参观交流活动。新讯集团董事长李晓伟先生对 商会一行的到来表示热烈欢迎。本次走访旨在进一步加强商会与会员企业之间的沟通联系,推动内部资 源对接与协同,共同探索数字化转型路径,聚焦新质生产力的培育与发展。 访问团一行先后参观了新讯集团的企业展厅与工厂,通过实地观摩与深入体验,访问团成员直观了解了 新讯集团在物联网与数字化服务领域的前沿技术成果与创新应用场景,对扎实的科研实力与清晰的市场 布局给予高度评价,并对企业在推动制造业高端化、智能化、绿色化发展方面所做的努力表示充分认 可。 此次交流活动进一步深化了商 ...