8月28日，佛山市人民政府、南海区人民政府与广东先导稀材股份有限公司签订合作协议，省内最大的光芯片产业化项目落户佛山。项目拟选址佛山市南海 区，计划固定资产投资达63亿元，达产后年产值近百亿元。佛山市委书记唐屹峰、市长白涛出席签约仪式。 项目由广东先导稀材股份有限公司投资建设。作为全球最大的硒、碲产品生产商，以及铟、镓、锗等稀有材料行业的世界领导者，产品广泛应用于太阳能光 伏、LED、红外、电子通讯、航空航天、医药医疗、玻璃、陶瓷等行业。先导稀材建有国家稀散金属工程技术研究中心、国家企业技术中心、博士后科研工 作站，并设立独立的先进材料研究院，持续引领关键材料自主创新。 项目拟选址佛山市南海区，计划固定资产投资达63亿元，达产后年产值近百亿元。首期工程将聚焦光电材料、光电传感、光模块等核心产品，建成后，具备 年产21万片外延片、4万片芯片、30万支光通信器件以及50万个光模块的综合生产能力，有效带动上下游产业链集聚发展。 值得一提的是，该项目是佛山近两年固定资产投资额最大的项目，也是佛山新动能产业基金成立以来拟投资规模最大的项目。佛山市投资促进局联合市金融 投资控股有限公司多次开展深度对接，以金融活水有力助推 ...

"2025贵在一心大湾区贵商首发大会"将于9月7日在广州举行。大会旨在搭建高端平台，促进黔粤两地产 业、资本、人才、技术的深度协同。 相关附件 据大会总策划、广州市贵州商会会长赵辉表示，本次大会将聚焦人工智能、新能源、高端装备、新一代 通信技术、生物科技、新型商业模式等战略性新兴产业。大会精心策划的"TOP20首发路演项目"，将集 中展示大湾区贵商在科技创新、产业转型、商业模式上的突破性成果。其中"具身智能机器人灵巧 手""无人机智能应用"等多项全球首发项目更是这场首发大会中闪耀夺目的亮点。 ...

Group 1 - Victory Technology has officially submitted its application for listing on the Hong Kong Stock Exchange, aiming to issue overseas listed shares (H shares) and be listed on the main board [1] - The company specializes in the research, production, and sales of high-density printed circuit boards (PCBs), covering rigid and flexible circuit boards, with applications in AI, automotive electronics, and next-generation communication technologies [1] - As of August 20, 2025, Victory Technology's total market capitalization in the A-share market is approximately 193.67 billion yuan [1] Group 2 - Jiangxi Xiangyi Dingsheng Technology Co., Ltd. is expected to commence production of its second-phase project by the end of September, with a focus on Mini LED backlight PCB components [2][4] - The company has achieved revenue of 396 million yuan in the first half of the year and anticipates annual revenue to exceed 1 billion yuan, representing a year-on-year growth of over 50% [2] - The total investment for the new projects is 2 billion yuan, which will enhance the company's production capacity significantly, including an additional 6 million square meters of Mini LED aluminum substrates and 9 million high-end metal-based copper-clad laminates [4]

江苏协和电子股份有限公司2025 年半年度报告 公司代码：605258 公司简称：协和电子 江苏协和电子股份有限公司 江苏协和电子股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人张文婷、主管会计工作负责人张薇及会计机构负责人（会计主管人员）史光良 声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 否 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展规划等前瞻性陈述，不构成公司对投资者的实质性承诺， 敬请投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 报告期内，不存在对公司生产经营产生实 ...

Core Insights - The report highlights significant advancements in the development of next-generation communication technologies, particularly the successful testing and validation of 5G-Advanced (5G-A) and the initiation of 6G technology trials [1][2] - By the end of 2024, over 300 cities in China are expected to have 5G-A network coverage, marking a steady progression towards large-scale commercial deployment [1][3] - 5G-A is being integrated into various industrial applications, enhancing efficiency and quality in sectors such as manufacturing and logistics [1][2] Group 1: Commercialization and Applications - 5G-A represents a critical phase in the transition from 5G to 6G, featuring revolutionary breakthroughs such as millisecond-level latency and multi-gigabit speeds, with only a few countries like China and the UAE achieving commercial deployment [2][3] - The application of 5G-A is expanding into low-altitude economies, smart driving, and satellite communications, providing reliable connectivity for various scenarios including aerial logistics and drone operations [2][3] - As of June, over 30 provinces in China have launched main packages for 5G-A, with user numbers exceeding 10 million, indicating a growing adoption of this technology [3][4] Group 2: Industry Development and Collaboration - The development of 5G-A is fostering a cluster-based growth trend within the industry, with major telecom operators collaborating to build approximately 70,000 5G-A base stations, which in turn supports the upstream and downstream supply chains [4][5] - Companies like Huawei are driving innovations that integrate 5G-A with AI, enhancing the synergy within the industry and promoting a comprehensive ecosystem for technology, application, and industry collaboration [4][5] - The expansion of 5G-A coverage is leading to differentiated demand across various scenarios, such as drone communication and low-altitude hubs, which is accelerating the formation of specialized market segments [5][6] Group 3: Future Outlook and Challenges - The ongoing development of 5G-A is expected to create a multi-trillion yuan industry scale, becoming a significant engine for economic growth in China [3][4] - However, challenges remain, including spectrum management, interference control, and the need for innovative business models to fully realize the potential of 5G-A [6]

Core Insights - The digital economy is reshaping the global development landscape with unprecedented depth and breadth, marking a significant historical shift in resource allocation and economic efficiency [3][5] - The digital economy emphasizes the value of data utilization over mere information transmission, highlighting a transition from the "information explosion" era to a focus on data mining and application [4][5] Group 1: Evolution of Digital Economy - The digital economy is seen as a major paradigm shift that enhances economic quality, efficiency, and dynamism, prompting countries to prioritize its development as a key area for competitiveness [5] - The transition from traditional economic models to digital frameworks is characterized by the integration of various industries and markets, leading to significant changes in organizational forms, consumer behavior, and governance [4][5] Group 2: Data as a Key Element - Data is referred to as the "oil" of the digital economy, but its mere accumulation is insufficient for driving development; clear data rights and effective data asset management are essential [6] - The effective circulation and utilization of data can maximize its scale benefits while managing potential legal and privacy risks [6] Group 3: Technological Innovations - Key technologies such as blockchain, cloud computing, quantum computing, and artificial intelligence are crucial for the functioning of the digital economy, providing reliable environments for data transmission and storage [7] - The emergence of Web3 and new communication technologies enhances network security and expands the boundaries and scenarios of the digital economy [7] Group 4: Organizational Changes - Companies in the digital economy must embrace data and innovate their business models to thrive in competitive markets, with digital technologies enabling rapid innovation and minimal marginal costs [7] - Platform-based enterprises are reshaping traditional supply chains and market value assessments, fostering diverse business model innovations and cross-industry collaborations [7] Group 5: Governance Challenges - The growth of the digital economy introduces challenges such as market monopolies, privacy protection, and digital divides, necessitating effective governance frameworks [8] - A balance between encouraging innovation and regulating the market is essential for sustaining the vitality and creativity of the digital economy [8] Group 6: Comprehensive Research - A comprehensive study titled "The Era of Digital Economy: Historical Evolution and Development Trends" explores various dimensions of the digital economy, including its theoretical foundations, key elements, technologies, corporate practices, and governance challenges [9][10] - The research aims to provide insights and wisdom for policymakers, industry leaders, and researchers to navigate the complexities of the digital economy [10]