证券日报网讯 1月7日，启明星辰在互动平台回答投资者提问时表示，公司与环天智慧是紧密的合作伙 伴，并持有其少量股份。双方主要围绕商业卫星应用（如卫星通信安全）及智慧政务、数字政府等领域 开展安全技术研究与业务合作。关于环天智慧未来的发展计划与动态，属于其自身战略规划范畴，建议 您通过其官方发布渠道获取相关信息。 （文章来源：证券日报） ...

2025年以来，南宁市政务服务局聚焦企业开办服务，在南宁片区积极引入DeepSeek等先进人工智能大 模型，构建"数据融通+智能交互+流程再造"一体化技术架构，精准破解企业开办过程中"表单填写复 杂、材料准备繁琐、服务时段受限"等痛点难点，创新打造企业开办智能政务服务新模式，实现企业开 办数据自动填充，材料实时生成，全流程智能帮办，切实提升政务服务效能与企业办事体验。 下一步，南宁市将进一步深化人工智能技术在政务服务领域的融合应用，持续拓展"人工智能+"在更多 政务服务场景的应用覆盖范围，提升构建现代化产业体系、培育新质生产力的政务服务支撑能力，为首 府高质量发展注入智慧政务新动能。 本报讯（记者廖欣 通讯员农舒涵）近日，2025年数字政府服务能力暨第二十四届政府网站创新发展调 查研究总报告正式发布，南宁市政务服务局与中国（广西）自由贸易试验区南宁片区管理委员会联合推 出的"人工智能+企业开办"智能政务赋能自贸试验区高质量发展案例，成功入选2025年数字政府优秀创 新案例，相关经验面向全国推广。 2025年数字政府服务能力暨第二十四届政府网站创新发展调查研究由工业和信息化部（中国软件评测中 心）主办，是国内数 ...

智通财经记者 钟煜豪 2025年12月31日，广东茂名信宜市一天内两个新部门挂牌成立。 据微信公众号"信宜发布"消息，当天，信宜市民政和退役军人事务局揭牌仪式在原市民政局正门举行， 标志着该市贯彻落实大部门制改革、助力"百县千镇万村高质量发展工程"迈出关键一步，民政与退役军 人服务保障工作正式迈入资源整合、效能提升的全新发展阶段。 消息称，经中共四川省委机构编制委员会办公室批复同意，雅安市单独设置数据局，作为市政府工作部 门，将加快建设数字政府，构建高效协同、服务优质的数字政府体系；激活数字经济动能，建设融合赋 能、产业倍增的数字经济生态；创新数字治理和数字党建模式，打造党建引领、数字赋能的数字治理格 局。 消息称，将原来的市民政局、市退役军人事务局整合组建市民政和退役军人事务局，是市委、市政府着 眼全市发展大局，贯彻落实上级改革部署，优化职能配置、提升服务效能的一项关键决策。这不是简单 的职能叠加，而是要实现深层次的融合，构建起更高效，更协同，更有力的民生保障和退役军人服务体 系。 同日，信宜市投资促进局揭牌仪式在市迎宾大道南47号举行，标志着该市招商引资工作迈入机构提格、 职能深化、聚力发展的新阶段。 信 ...

Core Viewpoint - The forum aims to explore the transformation path of the 12345 government service hotline from "passive response" to "proactive governance," emphasizing the integration of digital technology to enhance public service quality and efficiency [1]. Group 1: Transformation of the 12345 Hotline - The 12345 hotline is evolving from a service channel to a governance system entry point, focusing on proactive issue identification and resolution [2]. - The hotline has established an efficient communication mechanism, bridging the gap between the government and the public, and demonstrating the government's commitment to serving the people [2]. - The hotline's daily call volume exceeds 4.37 million, making it a primary channel for gathering public opinion and addressing various issues affecting citizens and businesses [3]. Group 2: Data Capability as a Key Factor - The transition to "proactive governance" relies heavily on the ability to analyze and utilize data effectively, which is essential for identifying potential issues before they arise [4]. - Data integration and modeling are crucial for pinpointing governance weak spots, guiding subsequent organizational and assessment adjustments [5]. - The government must adopt a people-centered approach to identify needs and issues proactively, rather than waiting for citizen feedback [5]. Group 3: Human-Machine Collaboration - The hotline's service model is shifting from human-operated to automated responses, enhancing efficiency but raising concerns about the quality of service for complex issues [7]. - Establishing clear boundaries for human-machine collaboration is essential to ensure that vulnerable groups are not excluded from services [8]. - A balanced approach is necessary to maintain service quality while leveraging technology for efficiency [8]. Group 4: Cross-Departmental Collaboration - Effective governance requires a collaborative framework among various departments, with clear responsibilities and accountability mechanisms [9]. - Performance evaluation metrics should shift from mere response rates to governance effectiveness, encouraging deeper, more personalized interventions [10]. - The transition from "reactive" to "proactive" governance represents a systemic change in urban management, necessitating both algorithmic efficiency and human oversight [10].

Core Viewpoint - The article highlights the rapid implementation of digital government services in Shenzhen, particularly in the area of household registration, showcasing the efficiency and convenience of the new "AI Cloud Household Registration" system that allows for online processing of high-frequency household registration services [1][2]. Group 1: Digital Government Services - Shenzhen's digital government initiative has transformed traditional household registration processes from offline to online, significantly improving service efficiency and user experience [1][2]. - The "AI Cloud Household Registration" system enables three categories of high-frequency household registration services to be processed online, achieving a service efficiency increase of over 200% [1][4]. Group 2: Service Efficiency and User Experience - The new system allows for a streamlined process where applicants can submit necessary documents online, receive notifications for required medical examinations, and have their results automatically uploaded, reducing the overall processing time to less than a week [2][3]. - The service has expanded its reach from local residents to cover all 7.4 million registered residents in Shenzhen, enhancing accessibility and convenience [4][6]. Group 3: Environmental and Operational Improvements - The implementation of a paperless system has led to a 92% reduction in manual review processes and a 96% decrease in physical document storage, aligning with environmental sustainability goals [5][6]. - The center has established a comprehensive mechanism for document review, printing, and delivery, ensuring a "zero-contact" delivery process for certificates [4][5]. Group 4: Enhanced User Services - A 24-hour self-service area has been introduced to accommodate various administrative needs, addressing the challenges faced by working individuals [6]. - The center offers additional services such as free photo, printing, and translation, along with a "green channel" for special circumstances, demonstrating a commitment to user-centric service [6].

Core Viewpoint - The construction of a digital strong province in Shandong during the 14th Five-Year Plan period has made significant progress, focusing on six key areas of development that enhance the digital economy and infrastructure, ultimately supporting high-quality economic and social development [1][7]. Group 1: Data Value Release - Shandong has achieved breakthroughs in data value release by promoting market-oriented data element allocation reforms and establishing a comprehensive data platform, providing over 54 billion data sharing services [1]. - The province has launched the first marine big data trading service platform in the country, with a total transaction volume exceeding 1.92 billion yuan since 2023 [1]. Group 2: Digital Economy Development - The digital economy is projected to account for over 49% of GDP by 2024, supported by over 600 major technology innovation projects and the establishment of 30 digital industry clusters [2]. - Shandong ranks third nationally in the number of core digital economy entities, with 416,400 legal entities in the sector [2]. Group 3: Digital Government Construction - The digital government initiative has seen significant advancements, with the "Love Shandong" service platform registering 120 million users and providing over 1.2 billion electronic certificates [3]. - The province has implemented a unified "Lu Tong Code" and a policy fulfillment platform that has disbursed over 10 billion yuan in funds [3]. Group 4: Digital Society Construction - Shandong has made progress in building smart cities, with all 16 cities achieving "city brain" status and ranking first in the number of cities in the national digital city top 100 [4]. - The province has developed a comprehensive digital public service system, enhancing services in education, employment, and healthcare [4]. Group 5: Digital Infrastructure - Shandong has established two national-level backbone internet connection points, becoming the first province with a "dual hub" status, and has opened 272,000 5G base stations [5]. - The total computing power in the province exceeds 23.18 exaflops, with intelligent computing power accounting for 51.04% [5]. Group 6: Digital Development Environment - The province has developed a robust regulatory framework, issuing 823 standards in the digital field and enhancing network and data security measures [6]. - Shandong is actively promoting digital literacy and has initiated various campaigns to foster a strong digital development atmosphere [6].

Core Viewpoint - The establishment of the Zhongke Digital Ecological Innovation (Yunnan) Center aims to support the national "Digital China" strategy and Yunnan's "Digital Government" initiatives, focusing on high-quality development in the data labeling industry [1][2] Group 1: Industry Development - The data labeling industry is recognized as a critical foundation for the iteration of artificial intelligence large models, despite facing challenges such as a disconnect between technical capabilities and market demand, as well as incomplete industry standards [1] - There is significant potential for upgrading and development within the data labeling sector, with experts suggesting the exploration of localized development paths to create a unique industrial closed loop [1] Group 2: Future Plans - The center plans to deepen industrial collaboration and explore a cross-regional cooperation model of "R&D in major cities + processing in Yunnan" to cultivate new growth points in the local digital economy [2] - Efforts will be made to solidify data foundations and promote the standardized and scaled development of the data labeling industry, aiming to build a reliable "data granary" to support sustainable growth in the AI sector [2] - The center will focus on talent support through deepening industry-education integration and developing training systems tailored to the industry, aiming to cultivate high-quality technical talent [2] - Utilizing Kunming's unique policies and geographical advantages in cross-border data, the center seeks to facilitate the safe and efficient circulation of data elements, contributing to the high-quality development of Yunnan's digital economy [2]

Group 1 - The company, Donghua Software, actively participates in digital government construction across various provinces [1] - In Hainan, the company has focused on comprehensive cooperation in cities such as Haikou, Sanya, and Danzhou [1]

Investment Rating - The report assigns a "Buy" rating to the company with a current price of 18.54 CNY and a fair value of 22.26 CNY [6]. Core Insights - The company is a leading provider of cleanroom technology services and is actively expanding its cloud and data services, which are expected to benefit from the increasing demand for government and enterprise cloud adoption [2][6]. - The company has undergone several asset restructurings, focusing on digital information services and industrial services, with significant ownership by China Electronics [12][15]. - The cleanroom market is projected to grow significantly, with the company positioned to benefit from the expansion of the domestic electronics industry [6][19]. Summary by Sections Company Overview - The company was established in 1987 and has transformed through multiple acquisitions, including the purchase of China System in 2020, which shifted its focus to information and industrial services [12][15]. - As of Q3 2025, China Electronics holds a 42.25% stake in the company, which is a key player in the cleanroom engineering sector [15][19]. Financial Performance - Revenue has shown a compound annual growth rate (CAGR) of 16.4% from 2021 to 2024, increasing from 427.04 million CNY to 673.89 million CNY [22][24]. - The company reported a net profit of 3.30 million CNY in 2023, with expectations of maintaining similar levels in 2024 [22][24]. - The gross profit margin for the high-tech industrial engineering service segment has been stable, while the digital and information services segment has seen fluctuations [19][22]. Cloud and Data Services Market - The cloud services market is experiencing high growth, driven by government policies and the increasing need for digital transformation across various sectors [37][39]. - The company focuses on three main product lines within its cloud services: cloud computing and storage, data innovation, and digital government services [6][35]. - The government has set ambitious targets for the digital economy, which is expected to further boost the demand for cloud services [37][39]. Cleanroom Engineering Services - The cleanroom market is projected to reach 1,157 billion CNY in the electronics sector by 2025, with the company being a leading player in this space [6][19]. - The company has established strong partnerships with major clients in the semiconductor industry, enhancing its competitive position [6][19]. Profitability Forecast and Investment Recommendations - The report forecasts net profits of 238 million CNY, 278 million CNY, and 307 million CNY for the years 2025 to 2027, respectively [5][6]. - The company is valued at 253 billion CNY based on segment valuations, leading to a fair value estimate of 22.26 CNY per share [6].

Core Viewpoint - The Vietnamese government aims to develop a comprehensive digital government by 2030, focusing on user-centered services and ensuring no one is left behind [1] Group 1: Overall Goals and Vision - By 2030, Vietnam plans to establish a smart government based on big data and artificial intelligence, transitioning to a user-centered governance model [1] - The digital ecosystem will be modernized and interconnected, ensuring cybersecurity, personal data protection, and national digital sovereignty [1] Group 2: Implementation Phases - The plan is divided into two phases: - From 2025 to 2027, all public services will be available for full online processing, and administrative approvals will require only one visit for necessary documents [2] - From 2028 to 2030, all government agencies will provide standardized open data, and 80% of digitized information will be reused and shared [2] Group 3: Key Tasks and Solutions - The plan outlines nine tasks, including improving the regulatory framework, developing digital data, and building digital government infrastructure [2] - Emphasis is placed on developing data as a strategic resource and encouraging public-private partnerships for new digital applications [2] - The application of artificial intelligence will be prioritized to enhance administrative efficiency and resource allocation in government decision-making [2]