国家统计局：5月服务业增长加快 现代服务业增势良好 智通财经6月16日电，国家统计局数据显示，5月份，全国服务业生产指数同比增长6.2%，比上月加快 0.2个百分点。分行业看，信息传输、软件和信息技术服务业，租赁和商务服务业，批发和零售业生产 指数同比分别增长11.2%、8.9%、8.4%，分别快于服务业生产指数5.0、2.7、2.2个百分点。1-5月份，全 国服务业生产指数同比增长5.9%。1-4月份，规模以上服务业企业营业收入同比增长7.2%。5月份，服务 业商务活动指数为50.2%，比上月上升0.1个百分点；服务业业务活动预期指数为56.5%，上升0.1个百分 点。其中，铁路运输、航空运输、邮政、电信广播电视及卫星传输服务、互联网软件及信息技术服务等 行业商务活动指数位于55.0%以上较高景气区间。 ...

Core Viewpoint - The Beidou Satellite Navigation System is becoming a significant force in promoting China's digital economy and international cooperation, supported by government policies and its wide application in new infrastructure, spatiotemporal big data, and smart cities [1]. Company Overview - Huada Beidou, a leading domestic space positioning service provider, is preparing for its IPO on the Hong Kong Stock Exchange, backed by strong technical barriers and state support [2]. - The company, established in 2013, focuses on navigation chip design and has become the second-largest GNSS service provider in mainland China, with a global market share of 4.8% [3][5]. Financial Performance - Huada Beidou's revenue is projected to grow from RMB 6.45 billion in 2023 to RMB 8.40 billion in 2024, with a compound annual growth rate (CAGR) of 9.7% [5]. - Despite high revenue, the company faces significant losses, with cumulative losses of RMB 5.23 billion from 2022 to 2024, attributed to high R&D expenditures [5][6]. Market Dynamics - The GNSS space positioning service industry is characterized by high growth potential, with China's market expected to reach RMB 9.54 trillion by 2028, growing at a CAGR of 14.5% from 2023 to 2028 [8]. - The Beidou system has advantages over other GNSS systems, including better anti-blocking capabilities and superior performance in low-latitude regions [7]. Competitive Landscape - Huada Beidou faces intense price competition from international giants like Qualcomm and Broadcom, which could pressure profit margins [10]. - The company has established strong technical barriers, making it a benchmark in the industry, despite the challenges posed by price wars [11][12]. R&D and Innovation - Huada Beidou's R&D investment is significant, with expenditures exceeding 40% of total expenses, focusing on high-precision positioning technology [5][12]. - The company aims to penetrate consumer markets while maintaining its technological edge, which is crucial for its long-term growth [12].

扫码订阅 智能制造 产业日报， 4.【国产高端"绿色巨轮"在江苏扬州交付启航，可装载9500辆汽车】6月14日，由招商局金陵船舶 (江苏)有限公司建造的9500车级大型甲醇预留汽车运输船"安吉宏盛"轮在江苏扬州交付启航。该轮的 成功交付是扬州地区船舶工业向高端化、智能化、绿色化转型升级的体现。"安吉宏盛"轮总长 228.00米，型宽37.80米，型深15.40米，结构吃水10.30米，单机单桨带一台艏侧推，主辅机配备 选择性催化还原系统，主辅机和锅炉配备废气洗涤系统，满足TierIII排放要求。同时，该轮有9500个 车位，一次运输的汽车足够停满20个标准足球场，是目前全球最大、装载能力最强、能效水平最佳的 汽车滚装船。（中新网） 更多智能制造产业资讯 …… 1. 【 我国首颗地球物理场探测业务卫星"张衡一号"02星成功发射 】 国家航天局消息，6月14日15 时56分，我国在酒泉卫星发射中心用长征二号丁运载火箭，成功将电磁监测卫星"张衡一号"02星发 射升空。运载火箭将卫星送入预定轨道，发射任务取得圆满成功。这是我国在地球物理场空间观测领 域探测能力建设的又一重大成果，进一步提升我国对重大自然灾害的"天-空 ...

2、5月经济数据回暖：工业增加值同比增6.1%，新能源汽车产量破百万：国家统计局今日发布数据显 示，5月规模以上工业增加值同比增长6.1%，其中新能源汽车产量达102.5万辆，同比增37%；社会消费 品零售总额同比增长4.7%，餐饮收入增速达12.3%。分析指出，新能源与消费成为拉动经济的主要动 力。 3、我国首颗陆地生态系统碳监测卫星"句芒号"完成在轨测试：今日，国家航天局宣布"句芒号"卫星正 式交付使用，其搭载的多光谱相机可精准监测森林、草原、湿地的碳汇变化，未来将为"双碳"目标提供 天基数据支撑。 三、全球视野：俄乌冲突现"静默期"，美联储暗示"年内降息" 一、海南热闻：自贸港"封关运作"进入百日倒计时，离岛免税再推"暑期档" 今日（6月14日），海南自由贸易港建设迎来关键节点——距离2025年底全岛封关运作仅剩102天，全省 11个重点园区正全力推进"封关画像"落地。据海南省发改委消息，目前海关监管设施、税制转换系统、 跨境数据流动试点等核心工程已完成超80%，海口美兰机场二期、三亚凤凰机场三期等交通枢纽正同步 升级，为封关后"一线放开、二线管住"的贸易便利化奠定基础。 与此同时，海南暑期旅游消费季今 ...

金融界2025年6月14日消息，国家知识产权局信息显示，中国电信股份有限公司、中电鸿信信息科技有 限公司申请一项名为"一种基于质量检测的资产数据分级方法"的专利，公开号CN120146646A，申请日 期为2025年01月。 专利摘要显示，本发明公开了一种基于质量检测的资产数据分级方法，包括：同步收集异构类型数据源 的资产数据；配置SQL语句和正则表达式的质量检测规则；将资产数据通过质量检测规则进行资产数据 质量检测，并汇总资产数据的质量检测结果；根据资产数据的质量检测结果计算基于完整性评分、准确 性评分、一致性评分、有效性评分、唯一性评分的综合评分；按照综合评分进行资产数据进行分级管 理，将最低级的资产数据进行质量上报。 中电鸿信信息科技有限公司，成立于2007年，位于南京市，是一家以从事软件和信息技术服务业为主的 企业。企业注册资本11000万人民币。通过天眼查大数据分析，中电鸿信信息科技有限公司共对外投资 了1家企业，参与招投标项目5000次，财产线索方面有商标信息9条，专利信息253条，此外企业还拥有 行政许可16个。 天眼查资料显示，中国电信股份有限公司，成立于2002年，位于北京市，是一家以从事电 ...

今年以来，在一系列稳就业、稳企业、稳市场、稳预期等更加积极有为的宏观政策实施下，制造业和非 制造业景气水平均持续改善，新动能持续向好，企业对市场发展的信心保持稳定。 （作者系中国宏观经济研究院市场与价格研究所研究员） （文章来源：经济日报） 也要看到，外部环境依然复杂严峻，外贸回稳仍有不确定性，需求不足等制约因素仍然存在，企业效益 稳步恢复的基础还需继续巩固。未来，要进一步加强和巩固经济回升向好的基础。 持续实施各项稳经济政策措施。多措并举扩大内需，稳住国内基本盘，做强国内大循环。用好用足更加 积极的财政政策和适度宽松的货币政策。加快地方政府专项债券、超长期特别国债等发行使用。创设新 的结构性货币政策工具，设立新型政策性金融工具，支持科技创新、扩大消费、稳定外贸等。加大资金 支持力度，扩围提质实施"两新"政策，加力实施"两重"建设。提高中低收入群体收入，大力发展服务消 费，增强消费对经济增长的拉动作用。 持续巩固和提升企业效益。培育壮大新质生产力，积极打造一批新兴支柱产业。推动科技创新和产业创 新融合发展，加快传统产业转型升级，坚持标准引领，规范竞争秩序。持续用力推进关键核心技术攻 关，创新推出债券市场的"科 ...

风险提示： 低轨通信卫星星座发射进展不及预期；国内可复用火箭技术研发进度不及预期；信关站设备交 付节奏不及预期。 文章来源 报告导读： GW 和 G60 星座组网加速，将持续释放信关站需求，除硬件提供商受益外， 卫星测控服务或将迎来快速发展期。 国内低轨卫星星座组网加速，信关站行业将迎来景气度提升，给予行业"增持"评级。 天地一体化是 6G 通信的典型特征，无论是透明转发还是星上再生模式，信关站都承担着数据落地、协议转换和网络管理的 核心功能。低轨（ LEO ）星座因卫星过境速度快、单星覆盖范围小，对信关站的密度和数量提出了远超 高轨（ GEO ） s 卫星的要求，构成了本轮需求增长的主力。随着 G60 和 GW 两大巨型星座建设加速， 2.8 万颗低轨卫星的组网计划将释放对地面信关站的庞大需求。信关站建设的节奏和规模将成为衡量星座 商用化进程的核心前置指标，其重要性凸显，产业链将充分受益于这一高确定性的增量市场。 对标海外成功经验，完善的地面网络是星座商业成功的关键前提。 SpaceX 的星链计划具备在全球范围内 提供高速、低延迟服务的能力，组网进度与其数百个的信关站网络建设同步进行。 2025 年 3 月 ...

Core Points - The legal opinion letter is issued by Beijing Dentons (Guangzhou) Law Firm regarding the 2025 First Extraordinary General Meeting of Shareholders of Guangzhou Zhonghaid Satellite Navigation Technology Co., Ltd. [1][2] - The meeting is scheduled for June 13, 2025, and the law firm has been appointed to witness the meeting and provide legal opinions based on relevant laws and regulations [1][2][3] Group 1: Meeting Procedures - The meeting was convened by the sixth board of directors, with a resolution passed on May 28, 2025, to hold the meeting [3][5] - The notice for the meeting was published on May 29, 2025, in accordance with legal requirements [3][5] - The meeting will be conducted through a combination of on-site voting and online voting [5][6] Group 2: Attendance and Qualifications - A total of 464 shareholders and their proxies attended the meeting, representing 188,550,116 shares, approximately 25.3370% of the total shares [6][7] - The qualifications of the meeting attendees and the convenor were verified and found to be valid [6][8] Group 3: Agenda and Voting Results - The agenda included a proposal regarding unremedied losses reaching one-third of the paid-in capital, which was approved by the board prior to the meeting [7][8] - The voting results showed that 186,705,688 shares (approximately 99.0218%) voted in favor of the proposal, while 1,613,528 shares (approximately 0.8558%) opposed it, and 230,900 shares abstained [7][8] - The voting process was conducted in compliance with relevant laws and regulations, ensuring the legitimacy of the results [7][8]

Core Viewpoint - The third Tianjin International Shipping Industry Expo showcases the strength of the shipping industry in North China, attracting 445 global enterprises and covering an exhibition area of 51,000 square meters [1]. Group 1: Automotive and High-end Equipment Industry - Tianjin Jieshi Battery Co., Ltd. presents high-performance battery products specifically developed for marine applications [3]. - Tianjin Longchuang Century Automotive Design Co., Ltd. showcases a modular design agricultural drone and a mobile ultra-fast charging vehicle [5]. - Zhidao Innovation (Tianjin) Technology Co., Ltd. displays innovative drones and reconnaissance aircraft, emphasizing its leadership in intelligent robotic systems [7]. - Tianjin Hongsheng Technology Co., Ltd. exhibits intelligent rescue equipment, focusing on marine oil spill emergency devices [9]. - Deep Blue Ocean Technology Co., Ltd. showcases underwater robots capable of deep-sea operations, with a maximum diving depth of 300 meters [11]. - Beijing Institute of Technology's Mechanical and Vehicle College presents advanced 3D printing technology projects [14]. - Tianjin Desai International Ocean Engineering Co., Ltd. displays a range of marine technology models, indicating a comprehensive operational chain in marine engineering [16]. Group 2: New Generation Information Technology Industry - Zhongbing Beidou Satellite Communication Co., Ltd. exhibits core products in satellite communication, showcasing its technological strength in the Beidou satellite application field [18]. Group 3: Chemical New Materials Industry - PPG Coatings (Tianjin) Co., Ltd. demonstrates revolutionary ship coatings that prevent fouling, highlighting its position as a leading supplier of coatings and specialty materials [19]. - Weiyuan Taide (Tianjin) Clean Energy Co., Ltd. showcases innovative ship-specific heat pump systems [21]. - Tianjin Hengyang Chemical Storage and Transportation Co., Ltd. focuses on chemical product storage and logistics services [23]. - Botu New Energy (Tianjin) Co., Ltd. is the only manufacturer of wind turbine structural components in Tianjin [25]. Group 4: Medical and Health Industry - Tianjin Ruichi Surgical Instrument Co., Ltd. presents its advanced minimally invasive surgical instruments, emphasizing its leadership in the sector [27]. - Master Kong Group showcases a variety of popular food products, indicating its comprehensive production system in the food industry [29]. Group 5: Modern Service Industry - The Tianjin MSD Shipping Base gathers numerous strong shipping economic enterprises and international classification societies [33]. - Yuxiang International Shipping Building focuses on high-end shipping services, integrating various service institutions [34]. - Tianjin COSCO Shipping Taigang Chemical Logistics Co., Ltd. specializes in chemical logistics services, aiming to build a smart logistics center for hazardous chemicals [36]. Future Outlook - The Tianjin Economic and Technological Development Area aims to enhance the shipping industry's intelligence, greenness, and internationalization, contributing to the establishment of a world-class shipping hub [40].

近日，深圳华大北斗科技股份有限公司（简称"华大北斗"）正式向港交所提交了上市申请，由招银国际 和平安证券（香港）共同担任保荐人。这家总部位于深圳的公司，是空间定位服务领域的佼佼者，依托 北斗卫星导航系统，专注于导航定位芯片的设计与开发。 华大北斗在导航定位芯片设计领域占据国内领先地位，其产品线不仅支持北斗系统，还兼容全球主要 GNSS系统，为客户提供导航定位芯片、模组及相关解决方案。根据最新市场报告，2024年，华大北斗 的GNSS芯片及模组出货量高达1610万件，使其在全球GNSS空间定位服务提供商中排名第六，在中国 内地公司中排名第二，全球市场份额达到4.8%。 在双频高精度射频基带一体化GNSS芯片及模组领域，华大北斗的出货量同样表现出色，2024年以 10.5%的全球市场份额位居第四，在中国内地公司中更是独占鳌头。这一成就彰显了华大北斗在技术创 新和市场拓展方面的强劲实力。 从财务数据来看，华大北斗近年来保持了稳定的营收增长。招股书显示，2022年至2024年，公司分别实 现收入6.98亿元、6.45亿元和8.4亿元。尽管期内亏损额有所波动，但整体呈现收窄趋势，分别为9261.2 万元、2.89亿元和 ...