8月25日，中国联通盘中下跌2.04%，截至11:19，报5.77元/股，成交37.56亿元，换手率2.09%，总市值 1803.96亿元。 分红方面，中国联通A股上市后累计派现355.36亿元。近三年，累计派现124.27亿元。 资金流向方面，主力资金净流出4.72亿元，特大单买入6.77亿元，占比18.03%，卖出10.48亿元，占比 27.89%；大单买入10.38亿元，占比27.65%，卖出11.40亿元，占比30.36%。 机构持仓方面，截止2025年6月30日，中国联通十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股13.14亿股，相比上期增加1.54亿股。华夏上证50ETF（510050）位居第八大流通股东，持 股3.07亿股，相比上期增加1559.35万股。华泰柏瑞沪深300ETF（510300）位居第九大流通股东，持股 2.79亿股，相比上期增加1841.82万股。易方达沪深300ETF（510310）位居第十大流通股东，持股1.99 亿股，相比上期增加1664.11万股。 中国联通今年以来股价涨9.95%，近5个交易日涨4.53%，近20日涨6.26%，近60日涨8.91%。 ...

【资料图】 近期，"碰一下"被引入多个城市的电梯场景。等电梯或坐电梯时，只需解锁手机，碰一下广告屏幕旁的 装置，即可参与领取优惠福利并可在消费时使用。搭乘电梯的空档，不知不觉成为商家触达潜在消费者 的窗口；电梯间内的"零角碎边"，摇身一变成了能持续创造价值的"黄金展位"。 楼梯转角处的自动售卖机、洗手池旁的灯箱广告、桥下空间改造的快闪小店……生活中，改造"沉默空 间"的例子并不少见。城市中常被忽略，原本效用极低或使用率不高的"沉默空间"，如今被越来越多地 激活，通过微更新改造和轻量化运营成为商业利润的撬动点。 "沉默空间"之所以不再沉默，成本是绕不开的原因。 相较于竞争激烈、租金节节攀升的核心商圈、黄金铺面，这些不起眼的边角地方要么租金低要么只象征 性地收取管理费，前期投入的成本不算高。一块屏、一台售卖机、一组自提柜的轻资产模式，让后续运 维费用可控，甚至因为边际成本递减带来累积收益。在物联网、移动支付等技术的加持下，"小生意"刚 好可以被塞进这些角落，成为珠联璧合的"组合体"，让"零角碎边"成为"金角银边"。 对商家来说，真实购买行为是可靠的市场信号。每个"沉默空间"都可以被视作一个独立的试水阵地，规 模小 ...

我们乐见更多"沉默空间"迸发惊喜，但近年来，这类空间也因规划不明、使用不当引发不少争议。为了 充分利用空间生硬地进行商业化改造，造成安全与卫生隐患，甚至引发属地矛盾；有一些角落空间让消 费者的体验感大打折扣，反而丧失了"沉默空间"的独特优势；也有部分商家遭遇涨租金困境，试水成功 后因物业方提高租金而陷入运营困局。 激活"沉默空间"，既是以小见大的经济学考量，也是城市治理精细度的试金石。当"零角碎边"融入商业 配套的微循环，城市消费的神经末梢就此打通；每一处于细处见功的精细运营，都是国民经济毛细血管 的温润脉动，获取增量的密码也许就藏在这些不起眼的角落里。 相较于竞争激烈、租金节节攀升的核心商圈、黄金铺面，这些不起眼的边角地方要么租金低要么只象征 性地收取管理费，前期投入的成本不算高。一块屏、一台售卖机、一组自提柜的轻资产模式，让后续运 维费用可控，甚至因为边际成本递减带来累积收益。在物联网、移动支付等技术的加持下，"小生意"刚 好可以被塞进这些角落，成为珠联璧合的"组合体"，让"零角碎边"成为"金角银边"。 对商家来说，真实购买行为是可靠的市场信号。每个"沉默空间"都可以被视作一个独立的试水阵地，规 模小、反 ...

风险提示：股市有风险，投资需谨慎。 根据公司最新披露，截至2025年8月8日，新开普合并普通账户和融资融券信用账户后的股东总数为 46402户。 8月20日新开普主力资金净流出4383.94万元，占流通市值比例为0.71%。近五个交易日累计主力资金净 流出6741.18万元，占流通市值比例为1.09%。 新开普8月20日股价报收15.17元，较前一交易日下跌0.08元，跌幅0.52%。当日成交量为193683手，成 交金额2.91亿元，换手率4.73%。 新开普属于互联网服务行业，主营业务涵盖物联网、移动支付、云计算等领域。公司注册地位于河南 省，是国内领先的智能一卡通系统解决方案提供商。 ...

Core Insights - The rise of mobile payments and digital wallets in South Asia is fundamentally transforming the financial landscape, significantly reducing transaction costs for migrant workers sending remittances home [1][2] - In 2024, South Asia is expected to receive over $150 billion in remittances, highlighting the economic challenges faced by vulnerable groups [1] - The proliferation of mobile payment platforms has decreased transaction fees from 6%-8% to 1%-2%, providing tangible benefits to users [1] Group 1 - The traditional reliance on international remittance companies has burdened low-wage migrant workers with high fees, prompting a shift towards more cost-effective digital solutions [1] - The adoption of mobile payments has surged in Bangladesh, with a significant increase in the share of remittances processed through these platforms over the past five years [1] - The Philippines has seen a rise in active users of mobile payment platforms, with GCash reaching 81 million users by early 2025 [1] Group 2 - Regulatory challenges are emerging as high remittance volumes can lead to currency fluctuations, complicating policy-making for central banks [2] - Central banks in the region are enhancing regulatory frameworks to address risks associated with mobile payments, including fraud and money laundering [2] - Nepal's central bank is closely monitoring electronic wallet transactions, which account for 25% of the national GDP, to mitigate potential currency volatility [2] Group 3 - Mobile payments are revolutionizing financial access in rural South Asia, where traditional banking services are scarce, enabling a range of financial services from insurance to microloans [3] - The reduction in remittance costs is improving disposable income for families, which in turn boosts consumption and tax revenues, creating a positive feedback loop [3] - The mobile payment revolution is not just a technological advancement but a catalyst for systemic change, empowering millions and strengthening regional economic ties [3]

Core Viewpoint - The A-share market experienced a collective decline on August 15, with the Shanghai Composite Index down by 0.18%, the Shenzhen Component Index down by 0.28%, and the ChiNext Index down by 0.2%. The computing power industry chain led the decline, particularly in the GPU and CPO sectors, while artificial intelligence showed weakness. However, sectors such as photolithography machines and brain-computer interface themes remained active [1]. Sector Performance Summary - Fentanyl sector increased by 0.59% with a net capital outflow of 2.449 million [2] - The food and egg relocation sector decreased by 1.50% with a net capital inflow of 5.794 million [2] - The science and technology innovation/new stock sector rose by 0.58% with a net capital inflow of 10.187 million [2] - The diversified finance sector fell by 1.03% with a net capital outflow of 16.70 million [2] - The supercapacitor sector increased by 0.57% with a net capital outflow of 4.412 million [2] - The precious metals sector decreased by 0.99% with a net capital outflow of 9.122 million [2] - The high-pressure oxygen chamber sector rose by 0.54% with a net capital inflow of 1.118 million [2] - The engineering machinery sector fell by 0.74% with a net capital inflow of 15.66 million [2] - The oil and gas extraction and service sector increased by 0.47% with a net capital inflow of 2.864 million [2] - The F5G concept sector decreased by 0.67% with a net capital outflow of 33.53 million [2] - The Foxconn concept sector rose by 0.35% with a net capital inflow of 4.458 million [2] - The urban rail transit equipment sector increased by 0.35% with a net capital inflow of 1.457 million [2] - The aquaculture sector rose by 0.34% with a net capital inflow of 1.588 million [2] - The tourism and hotel sector decreased by 0.63% with a net capital inflow of 1.607 million [2] - The Huawei mobile phone sector increased by 0.32% with a net capital outflow of 4.185 million [2] - The consumer electronics sector rose by 0.29% with a net capital inflow of 3.162 million [2] - The mobile payment sector decreased by 0.55% with a net capital outflow of 9.116 million [2]

Core Insights - Thunderbird Innovation and Ant Group have announced a strategic partnership to develop innovative digital payment solutions for global markets, marking a significant breakthrough in the application of AI and AR glasses in mobile payment scenarios [1][2] - The collaboration aims to transition AI and AR glasses from "concept products" to "full-scenario service terminals," enhancing their practical utility in everyday life [1][3] Group 1: Product Features - The Thunderbird X3 Pro is the world's first AI glasses that support "pay by looking," integrating various functions such as Live AI, real-time translation, AR navigation, and local life services [2] - The glasses allow users to make payments seamlessly by simply looking at the Alipay "blue ring" or payment code, enabling a quick and smooth transaction process without needing to take out a phone [2][3] Group 2: Security Measures - Thunderbird Innovation has incorporated Alipay's multi-dimensional risk control system to ensure the security of each transaction, providing comprehensive protection for both the smart glasses and the user's payment process [2] - Alipay offers a "theft compensation" guarantee, adding an extra layer of security for users' funds [2] Group 3: Future Developments - The Thunderbird X3 Pro will leverage Alipay+'s global wallet payment partner ecosystem to provide a seamless payment experience for consumers and merchants worldwide, particularly in high-frequency cross-border consumption scenarios [3] - The integration of payment functionality completes the loop from "lifestyle services to mobile payments," enhancing the practical value and user engagement of AI glasses in real-life applications [3]

Core Viewpoint - The collaboration between Thunderbird Innovation and Ant Group marks a significant advancement in integrating AI and AR technology into mobile payment solutions, transitioning from concept products to practical service terminals [2][10]. Group 1: Strategic Collaboration - Thunderbird Innovation and Ant Group announced a strategic partnership on August 14 to develop global digital payment solutions, enhancing the application of AI and AR glasses in local services and cross-border consumption [2]. - The partnership signifies a breakthrough in mobile payment scenarios, indicating a shift from conceptual products to full-service terminals [2][10]. Group 2: Product Features - The Thunderbird X3 Pro is the world's first AI glasses that support "Alipay Tap to Pay," allowing users to complete payment processes hands-free by simply looking at the Alipay blue ring or QR code [5]. - The X3 Pro, launched in May, is the smallest mass-produced full-color MicroLED waveguide glasses, equipped with features like Live AI, real-time translation, AR navigation, and local service capabilities [6]. - The "Look to Pay" feature enhances user experience in high-frequency scenarios such as shopping and dining, enabling seamless interaction without needing to use a smartphone [6][7]. Group 3: Market Impact - The introduction of payment functionality in the X3 Pro completes the loop from "lifestyle services to mobile payments," transforming it into a practical tool for users [7]. - Thunderbird Innovation plans to extend this payment capability to future products like the V3 and V3 Slim, aiming to broaden its user base and accelerate market penetration of AI and AR glasses [9]. - The AI glasses industry is at a pivotal point, transitioning from technology validation to large-scale implementation, with payment integration reshaping the value chain of AI and AR glasses [9][12]. Group 4: Future Prospects - The strategic partnership aims to explore deeper applications of AI and AR glasses in daily life, including services like QR code pickups, bike rentals, and utility payments, ultimately creating a comprehensive service ecosystem [10]. - According to IDC, China's smart glasses shipment is expected to reach 2.75 million units by 2025, with a projected growth of 107%, and Thunderbird Innovation has maintained the top position in AR/AI glasses sales for three consecutive years [12].

Core Viewpoint - The article highlights the significant impact of ten outstanding figures in China's internet industry, showcasing their contributions to innovation, market shaping, and the evolution of technology in the sector. Group 1: Overview of the Internet Industry in China - China officially accessed the internet in 1994, marking the beginning of its internet era [1] - The country has become the largest internet market globally, with the highest number of internet and mobile internet users [1] - The rapid development of the internet has transformed lifestyles and driven social progress [1] Group 2: Notable Internet Entrepreneurs - **Ma Huateng**: Founder of Tencent, known for QQ and WeChat, which revolutionized communication and became a leading comprehensive internet service provider [3] - **Jack Ma**: Founder of Alibaba, which transformed e-commerce and mobile payments in China, achieving the largest IPO globally in 2014 [5] - **Li Yanhong**: Founder of Baidu, which established itself as the second-largest independent search engine globally and a leader in AI technology [7] - **Zhang Yiming**: Founder of ByteDance, known for Douyin and TikTok, which led the global short video trend and became a world-class application [9] - **Wang Xing**: Founder of Meituan, which became a major player in the comprehensive lifestyle service platform in China [11] - **Ding Lei**: Founder of NetEase, known for pioneering free email services and online gaming in China [13] - **Zhang Chaoyang**: Founder of Sohu, recognized for creating the first Chinese search engine and being a significant player in the internet portal era [15] - **Huang Zheng**: Founder of Pinduoduo, which disrupted the e-commerce market with a social shopping model and surpassed Alibaba in market value [17] - **Cheng Wei**: Founder of Didi Chuxing, which transformed transportation through ride-hailing services and became a leader in the sharing economy [19] - **Zhou Hongyi**: Founder of Qihoo 360, known for creating a free security model and becoming a major internet security service provider [21]

每经AI快讯，有投资者在投资者互动平台提问：贵司子公司是否是华为花瓣支付合作开发伙伴，目前 合作情况如何，是否跟其他支付公司有业务合作？ 华峰超纤（300180.SZ）8月13日在投资者互动平台表示，公司全资子公司威富通定位于移动支付领域的 软件技术服务商及增值业务提供商，向银行、第三方支付公司、商户等移动支付行业的主要参与方提供 技术加营销的一站式行业解决方案；花瓣支付是合作方之一。 （文章来源：每日经济新闻） ...