2024年1至12月份，春晖智控的营业收入构成为：制造业占比95.34%，软件业占比4.66%。 （记者 贾运可） 截至发稿，春晖智控市值为36亿元。 每经AI快讯，春晖智控（SZ 300943，收盘价：17.7元）10月27日晚间发布公告称，公司第九届第十一 次董事会会议于2025年10月24日在公司会议室以现场结合通讯方式召开。会议审议了《关于公司<2025 年第三季度报告>的议案》等文件。 每经头条（nbdtoutiao）——拉1人入伙返1500元，投10万元成亿万富翁？这家公司大肆宣传将房产海外 代币化，有交了钱的人称是"牙签撬动地球" ...

南方财经 21世纪经济报道记者吴斌 政治影响有限 对于日本政局变动引发的市场波动，富达国际日本投资主管鹿岛美由纪（Miyuki Kashima）对记者表 示，日本政治局势方面，首相更迭成为头条新闻。虽然目前自民党在国会处于少数派执政的局面，但支 撑日本经济发展的政策框架依然稳固，日本不会回到通缩状态。 日本自民党新任党魁高市早苗此前一直支持扩大财政刺激、放宽货币政策，这意味着她的上任将会利好 日股，同时给日元带来下行风险。因此，此前在她赢得党内选举时，日本市场一度兴起所谓的"高市交 易"，押注日股上涨，日元下跌。 然而不久后，与自民党合作了26年之久的联盟伙伴公明党却突然与自民党分道扬镳，这令高市早苗的首 相之路遭遇了阻碍，"高市交易"的热潮一度退却。 据央视新闻报道，当地时间10月20日，日本维新会举行该党国会参众两院议员总会，决定在临时国会首 相指名选举中，投票给自民党总裁高市早苗。这样，选举中高市早苗当选日本首相几乎已成定局，而她 将成为日本首位女性首相。 一波三折后，随着支持鸽派政策立场的高市早苗基本确定将成为日本下一任首相，10月20日，日本市场 上的"高市交易"卷土重来，日元汇率下跌，日本股市大涨 ...

特朗普19日说："旧金山的确曾是世界上最伟大的城市之一，但15年前，它出了问题……我们要让 它（旧金山）再次伟大。" 加州州长加文·纽森当天反驳"旧金山欢迎联邦派兵"的说法。他在社交媒体平台X上写道："事实 是，没人想让你们来这里。" 美国总统特朗普19日说，他将向旧金山派出国民警卫队，声称要拯救这座"曾经伟大"的城市。 特朗普当天接受美国福克斯新闻频道采访，谈及向芝加哥派遣国民警卫队一事时说："我们要去旧 金山，（与芝加哥的）差别在于，旧金山的人们希望我们去那里。" 旧金山是加利福尼亚州北部重要经济和文化中心。今年6月以来，特朗普政府陆续向加州第一大城 市洛杉矶、首都华盛顿和田纳西州孟菲斯市派遣国民警卫队，协助实施在当地备受争议的移民执法行 动。9月底至10月初，特朗普政府又决定向伊利诺伊州芝加哥市和俄勒冈州波特兰市派遣国民警卫队， 遭当地政府起诉，这两项行动已被联邦法官叫停。 18日，包括各大主要城市在内，全美多地再次举行"不要国王"示威游行，数百万人参加，反对特朗 普政府在移民、关税、教育等领域的强硬政策。卢里说，旧金山当天的游行抗议气氛平和，14日至16日 在本地举办的软件业巨头赛富时公司大型年会也安 ...

权重股方面，日本永旺、马自达汽车、科乐美集团等涨幅居前。 【导读】日韩股市纷纷走高，韩国综合指数涨超1% 一起来看下日韩股市的最新情况。 10月15日，日本股市高开高走，日本东证指数一度涨超1%。 | 名称 | 现价 | 涨跌幅÷ | 总市值 三 | | --- | --- | --- | --- | | MERCARI软件 | 2292.0 | 9.95% | 3773亿 | | 4385.T | | | | | 日本永旺 | 1971.0 | 4.92% | 54863亿 | | 8267.T | | | | | 札幌 | 7891.0 | 4.48% | 6218亿 | | 2501.T | | | | | 马自达汽车 | 1090.0 | 4.36% | 6887亿 | | 7261.T | | | | | 科乐美集团 | 22415.0 | 3.97% | 32166亿 | | 9766.T | | | | | 久保田 | 1973.5 | 3.87% | 22713亿 | | 6326.T | | | | | 瑞萨电子 | 1770.0 | 3.48% | 33110亿 | | 6723.T | ...

Domestic News - The National Development and Reform Commission has allocated 69 billion yuan in special long-term bonds to support the consumption of old goods for new ones, completing the annual allocation of 300 billion yuan in central funds [1] - The Ministry of Finance and the Ministry of Commerce have issued a notice to support pilot projects for new consumption formats, encouraging collaboration between quality consumer resources and well-known IPs [2] - The National Financial Supervision Administration has released guidelines for the high-quality development of health insurance, focusing on enhancing sustainability and regulatory oversight [2] Economic Indicators - In the first eight months of 2025, the software industry reported a revenue of 96,409 billion yuan, a year-on-year increase of 12.6%, with total profits reaching 13,186 billion yuan, up 13.0% [3] - The manufacturing Purchasing Managers' Index (PMI) for September was recorded at 49.8%, an increase of 0.4 percentage points from the previous month, indicating continued improvement in manufacturing activity [3] Market Overview - The Shanghai Composite Index closed at 3,882.78, up 0.52%, while the Shenzhen Component Index rose by 0.35% to 13,526.51 [8] - The onshore RMB was quoted at 7.1186, appreciating by 24 points, while the offshore RMB stood at 7.1262, up by 13 points [8]

1. 9月23日(周二)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.16%，标普500指数期货涨0.01%，纳指期货涨0.01%。 | ■ US 30 | 46,454.60 | 46,485.00 | 46,354.50 | +73.10 | +0.16% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,694.40 | 6,697.60 | 6,687.10 | +0.60 | +0.01% | | ■ US Tech 100 | 24,764.50 | 24,785.00 | 24,732.50 | +3.40 | +0.01% | 2. 截至发稿，德国DAX指数涨0.34%，英国富时100指数涨0.16%，法国CAC40指数涨0.87%，欧洲斯托克50指数涨0.63%。 | 1 德國DAX30 | 23,616.56 | 23,730.83 | 23,562.93 | +80.09 | +0.34% | | --- | --- | --- | --- | --- | --- | | 淵 英國富時100 | 9,241.22 | ...

根据新一轮高质量发展政策条件，天河区更新"政策计算器"模块，企业用户可输入企业基本信息、经营 情况等关键标签信息，一键生成企业推荐申报清单，为企业提供政务增值化服务。今年来，已推送人工 智能产业、现代都市工业等政策申报信息1.5万余条。 大量企业的集聚，特别是在数据要素、人工智能、低空经济等信息领域，产生了知识、技术和人才的溢 出效应，形成了良好循环的产业生态。 以数据产业为例。广州数据交易所（天河）服务专区作为核心交易枢纽，截至目前，会员数已达314 家，交易标的529项，累计交易笔数315笔，均居市各区首位。数据标的累计交易额14.38亿元，占全市 交易额一半以上。此外，天河区数据产业集聚发展初现规模，汇聚产业链340家企业，形成"资源-设施- 技术-安全-应用-服务"全链条生态。 9月16日，南都N视频记者从广州市天河区获悉，今年1-8月，天河区新设企业超15.7万户，同比增长 125.6%，企业总量历史性突破70万户，在实缴注册资本改革背景下，这一数据更显含金量。 天河区企业总量连续多年居广州市首位。截至8月底，天河企业总量已达71.0461万户，占全市企业总量 的26.5%。这相当于天河区每百人拥有 ...

Group 1 - The core viewpoint of the article highlights Soft Control Co., Ltd. (SZ 002073) announcing the convening of its ninth board meeting on September 5, 2025, to discuss investment proposals related to its subsidiaries [1] - For the first half of 2025, the revenue composition of Soft Control Co., Ltd. shows that the manufacturing and installation sector accounted for 97.17%, while the software sector contributed 2.83% [1] - As of the time of reporting, the market capitalization of Soft Control Co., Ltd. is 8.6 billion yuan [1] Group 2 - The article also discusses the challenges faced by Haidilao, noting that the survival rate of its sub-brands is below 50% [1]

Industry Developments - The Jiangsu province has commenced the construction of the world's longest underwater shield tunnel, marking a significant milestone in infrastructure development [3] - The software industry in China reported a revenue of 83,246 billion yuan in the first seven months of the year, reflecting a year-on-year growth of 12.3% [5] - The wholesale sales of new energy passenger vehicles in China reached 1.3 million units in August, showing a year-on-year increase of 24% and a month-on-month increase of 10% [5] Company Updates - Yuzhu Technology plans to submit its listing application to the stock exchange between October and December 2025, with operational data to be disclosed at that time [6] - Kaisa Group announced significant progress in its offshore debt restructuring plan, which is expected to take effect by the end of September, aiming to reduce debt by approximately 8.6 billion dollars [6] - Tesla has received only about 600 orders in India since its launch in mid-July, which is below the company's expectations, and plans to deliver between 350 to 500 vehicles to the country this year [6]

Summary of the Conference Call for Keda Xunfei Company Overview - Keda Xunfei is a leading AI product and solution provider in China, established in 1999, supported by resources from China Mobile and the University of Science and Technology of China [10][21]. Key Financials - For 1H25, Keda Xunfei reported a revenue increase of 17% year-on-year to RMB 10.911 billion, with a net loss of RMB 239 million (net profit margin of -2.2%) [1]. - In 2Q25, revenue grew by 10% year-on-year, with a net loss of RMB 46 million (net profit margin of -0.7%) [1]. - The company’s 2C business segment saw a revenue increase of 38% year-on-year, significantly outpacing the 2B/2G segment [2]. AI Commercialization Strategy - Management outlined three main directions for AI commercialization: 1. Implementation of AI in vertical industries such as education, healthcare, energy, and transportation. 2. Integration of AI in hardware and software innovations, including AI learning machines and translation devices. 3. Expansion into international markets, focusing on regions like Japan, ASEAN, the Middle East, and Latin America, leveraging its "self-controllable" and multilingual advantages [1]. International Revenue Growth - Keda Xunfei's overseas revenue in 1H25 surged by 212% year-on-year to approximately RMB 180 million, accounting for about 2% of total revenue, with expectations for further growth [1]. Medical Sector Development - The company is expanding its medical segment from primary care AI-assisted diagnostics to specialized applications in higher-tier hospitals, with a positive outlook for revenue growth in this area over the next 3-5 years [2]. Capital Raising and Strategic Confidence - Keda Xunfei announced a plan to raise up to RMB 4 billion through a targeted issuance of shares, with RMB 800 million allocated for the development of its Spark Education model and related product upgrades [3]. - The remaining RMB 3.2 billion will be used to supplement working capital, reflecting management's confidence in the long-term AI strategy [3]. Valuation and Investment Rating - The target price for Keda Xunfei is maintained at RMB 60.00, with a "Buy" rating based on a DCF model (WACC: 7.8%), corresponding to a 2025E P/S of 4.5x and PSG of 0.24x [4]. Market Performance - As of August 22, 2025, Keda Xunfei's stock price was RMB 52.22, with a market capitalization of RMB 121 billion (approximately USD 16.8 billion) [5][21]. - The stock has a 52-week price range of RMB 57.45 to RMB 33.32 [5]. Risks and Challenges - Key risks include potential tightening of government budgets, macroeconomic deterioration affecting IT spending, competitive pressures leading to slower sales growth, and the financial burden of ongoing investments in large language models [11]. Analyst Insights - Analysts rated the industry structure and regulatory environment as stable, with no immediate catalysts expected in the next three months [13]. This summary encapsulates the essential points from the conference call, highlighting Keda Xunfei's financial performance, strategic direction, and market outlook.