格隆汇8月26日｜A股主要指数今日涨跌不一，截至收盘，沪指跌0.39%报3868点，深证成指涨0.26%， 创业板指跌0.75%。全天成交额2.71万亿元，较前一交易日缩量4671亿元。全市场超2800股上涨，近 2500股下跌。 | 上证指数 深证成指 | 北证50 | | --- | --- | | 3868.38 12473.17 1591.90 | | | -15.18 -0.39% +32.11 +0.26% -12.11 -0.76% | | | 科创50 创业板指 | 万得全A | | 1270.87 2742.13 6164.69 | | | -16.86 -1.31% -20.86 -0.76% -5.48 -0.09% | | | 沪深300 中证500 中证A500 | | | 4452.59 6964.07 | 5304.51 | | -16.63 -0.37% +12.17 +0.18% -7.22 -0.14% | | | 中证2000 中证1000 | 中证红利 | | 7476.47 3163.15 | 5634.04 | | -1.26 -0.02% +0.52 +0.02% ...

09:54 创业板指翻红 深证成指拉升翻红，此前一度跌超0.64%，沪指跌0.31%，创业板指跌0.39%，华为欧拉、时空大数 据、华为昇腾等板块涨幅居前。 09:46 深证成指翻红 创业板指拉升翻红，此前一度跌超1.31%，沪指跌0.25%，深证成指涨0.21%，华为欧拉、时空大数 据、华为昇腾等板块涨幅居前。 ...

时空大数据概念股持续走高，君逸数码、中电鑫龙涨停，航天宏图、天润科技、朗科科技涨超10%，华 胜天成、天源迪科、吉视传媒、华力创通、纵横股份跟涨。 ...

本报讯(记者殷高峰)8月22日晚间，陕西天润科技股份有限公司(以下简称"天润科技")披露2025年半年度 报告。今年上半年，公司实现营收7037万元，同比增长50.66%；实现归属于上市公司股东的净利 润-714.67万元，去年同期为亏损934.41万元，同比减亏23.52%。 天润科技专业从事时空信息技术服务。2025年，时空信息产业的市场需求呈现"双轮驱动"特征：一方 面，传统领域的智能化升级持续释放新动能；另一方面，以低空经济、卫星互联网、数字孪生为代表的 新兴应用场景快速崛起。这种传统与新兴需求的叠加效应，不仅扩大了产业规模边界，更推动时空信息 服务从静态导航向动态感知、智能决策的更高维度演进。 半年报显示，天润科技围绕发展战略，稳扎稳打，多方面协同，积极落实年度经营计划；相关研发成 果、项目分别荣获全国2025年优秀测绘工程金奖、全国智慧城市先锋榜优秀案例、全国智慧城市先锋榜 优秀软件、陕西省测绘科技进步奖、陕西省优秀测绘工程奖等奖项；公司获得2025地理信息产业百强企 业、陕西省大数据企业20强、陕西省地理信息产业协会先进集体等荣誉称号。 近年来，公司在遥感应用、人工智能、数字孪生、时空大数据等方 ...

华泰证券表示，年初以来市场交易活跃度显著提升，新开户需求旺盛。券商通过降费让利、精细化服 务、多平台营销等加速获客。权益市场稳步向上，居民资金循序渐进入市，券商在新市场环境下进入业 绩、估值修复新阶段。当前A股券商指数PBLF为1.67x，处于2014年以来的46%分位； H股中资券商指 数PBLF为1.00x，处于2016年以来的76%分位。我们看好板块价值重估行情，个股关注：（1）业绩增长 稳健且PBLF仍处于1-1.1x左右的A、H头部券商；（2）财富管理转型/国际业务领先的公司；（3）估值 较低的中型券商。 ③银河证券：商业航天产业规模预计将持续高增 中国银河证券指出，当前广东、上海、北京等地已经出现集群化效应，可回收火箭、低成本卫星以及星 间链路等关键技术也在逐步的取得突破。根据蓝箭航天预测，预计在来3年内，中国商业航天将迎来高 光时刻，可回收火箭技术成熟，运输成本降至每公斤3万元以下，已逐步接近海外竞争对手的技术能 力；同时，卫星的载荷能力以及火箭的运力成本也在逐步优化，供给端发行数量预计将呈现高增态势。 需求端方面，本次广东省出台的政策措施将低空经济以及太空旅游纳入首批示范场景，技术发展的同时 ...

公司近期披露商业承兑汇票兑付逾期情况。截至2025年7月31日，公司商业承兑汇票累计逾期余额 1858.03万元，剔除已兑付部分后，尚有1677.54万元逾期未支付。该金额占公司最近一期经审计净资产 的1.91%。公司表示已开展多渠道融资手段，并与债权人积极协商处理相关事项。 2025年8月21日，航天宏图主力资金净流出3142.14万元，占流通市值的0.48%。近五个交易日累计净流 出4104.60万元，占流通市值的0.63%。 航天宏图股价报24.85元，较前一交易日下跌2.85%。盘中最高触及26.06元，最低下探24.64元，成交量 为215712手，成交金额5.47亿元。 航天宏图属于航天航空行业，主营业务为卫星应用系统研发与制造。公司注册地位于北京，涉及低空经 济、时空大数据等业务领域。 风险提示：投资有风险，入市需谨慎。 ...

Group 1 - The stock price of Zero Point Data reported at 46.20 yuan as of August 8, 2025, reflecting a decrease of 1.50 yuan or 3.14% from the previous trading day [1] - The opening price for the day was 46.93 yuan, with a highest point of 48.80 yuan and a lowest point of 46.11 yuan, resulting in a volatility of 5.64% [1] - The trading volume was 35,100 hands, with a total transaction amount of 164 million yuan, leading to a turnover rate of 4.87% [1] Group 2 - Zero Point Data operates in the professional services sector, focusing on data intelligence analysis and digital finance and taxation [1] - The company is headquartered in Beijing and is involved in concepts such as data elements and spatiotemporal big data [1] Group 3 - On August 8, the stock price of Zero Point Data experienced significant fluctuations, with a rapid rebound in the early session where the price increased by over 2% within 5 minutes, followed by a quick decline of over 2% in the subsequent 5 minutes [1] - In terms of capital flow, there was a net outflow of 2.5787 million yuan from main funds on August 8, with a cumulative net outflow of 8.5496 million yuan over the past five days [1]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, focusing on significant stock market events such as suspensions, investments, acquisitions, and performance reports [1] - Key announcements are marked in red to assist investors in identifying potential investment hotspots and avoiding black swan events, providing ample time for analysis and selection of suitable companies [1] Group 2 - The article mentions a company that provides lens system MEMS components related services for a major lithography machine manufacturer, indicating its role in the semiconductor industry [1] - Another company is noted for its products applicable in humanoid robot component manufacturing, showcasing its involvement in advanced robotics and industrial machinery [1] - A third company is identified as a collaborative partner in Huawei's machine vision business, emphasizing its contribution to the digital economy and big data applications [1]

Core Viewpoint - The conference on "Innovative Application of Spatiotemporal Data Empowering the Construction of a Digital Strong Province" was successfully held in Jinan, emphasizing the importance of spatiotemporal data in advancing digital governance and economic development in Shandong Province [1][18]. Group 1: Conference Overview - The event was guided by the Shandong Provincial Natural Resources Department and the Shandong Provincial Big Data Bureau, with participation from various organizations including the Shandong Provincial Land Surveying and Mapping Institute and Beijing SuperMap Software Co., Ltd. [3] - Keynote speeches were delivered by prominent experts, including academicians from the Chinese Academy of Sciences and the Chinese Academy of Engineering, focusing on topics such as remote sensing, smart city development, and spatial intelligence [8]. Group 2: Technical Discussions - The conference featured two specialized sessions: one on "Empowering Digital Government Construction with Spatiotemporal Big Data" and another on "Geospatial Artificial Intelligence Empowering the Digital Economy," with contributions from various technical experts [15]. - Experts analyzed the current state of the industry and discussed innovative applications, providing insights into the future of spatiotemporal data utilization [15]. Group 3: Strategic Significance - The conference served as a platform for collaboration and exchange, aiming to enhance the development of the spatiotemporal data industry in Shandong, thereby supporting the broader goals of building a digital strong province and contributing to the national digital transformation [18]. - New products were launched, including a comprehensive spatiotemporal big data cloud platform and a geographic entity working platform, highlighting advancements in innovative applications [20].

Core Viewpoint - The article highlights the journey of Zhou Xiao, a young female academic in artificial intelligence, emphasizing her unique path from architecture to computer science and her commitment to using data-driven methods to improve urban development and social issues [7][36]. Group 1: Background and Education - Zhou Xiao, a "post-90s" girl, is an assistant professor at Renmin University and the only female faculty member in the Gaoling Artificial Intelligence Institute [4][34]. - Initially studying architecture, she later transitioned to land economics at Cambridge University, where she sought to integrate technology and data into her work [5][15]. - In 2015, she decided to switch to computer science, despite having no prior coding experience, driven by a desire to use data to support urban planning [6][12]. Group 2: Research Focus and Achievements - Zhou's research focuses on the intersection of big data and urban development, particularly how cultural investments can drive economic growth in underdeveloped areas [24][28]. - Her first significant research paper, which examined the economic effects of the London Olympics, was published in a prestigious journal, marking her successful transition into the field of computer science [28][30]. - Between 2017 and 2018, she published three papers on how spatiotemporal big data can aid in understanding urban activities and resource allocation [29]. Group 3: Current Work and Philosophy - At Renmin University, Zhou emphasizes the importance of "AI+" and aims to develop AI solutions that address real-world problems, such as optimizing elderly care facilities in urban areas [41][42]. - She believes that AI's potential lies in its integration with big data and domain-specific knowledge, which can significantly impact various sectors [40]. - Zhou encourages her students to pursue research that is both innovative and applicable, fostering a learning environment that values exploration and personal freedom in academic pursuits [48][49].