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毕马威发布智能科技报告:AI智能体使新型SaaS成为可能
Nan Fang Du Shi Bao· 2025-06-18 15:27
在2025年上海世界移动通信大会(MWC上海)期间,毕马威发布《智能科技:以人工智能驱动数智化 转型新蓝图》报告(文内简称《报告》)。《报告》整合了产、学、研专家的定量和定性输入,通过深 度分析全球超过500个AI实施案例,毕马威调研了全球1390名决策者的专业洞察,基于30亿级数据建 模,量化评估了全球1700万家企业采用生成式AI的潜在价值。 毕马威认为,AI正在引发颠覆性的转型浪潮,AI原生初创企业持续涌现,智能体(Agents)使得新型 SaaS(service-as-software, 服务即软件)成为可能。相较传统SaaS,新型SaaS更加强调按用量计费和按 成果计费,这主要得益于前沿模型使用成本快速下降、代理式AI驱动自动化场景拓展、技术栈各层级 和价值链各环节爆发"领导权争夺战"等多重趋势。 《报告》提到,AI给企业带来的效益已体现在降本增效、加快数据驱动决策、提升数据分析和洞察力 等多方面,但科技企业正站在AI驱动的数智化转型新起点,既充满机遇,也面临挑战,《报告》指 出,安全和数据隐私问题是限制企业AI价值潜力的两大关键挑战。 (文章来源:南方都市报) 毕马威在MWC上海发布《智能科技:以 ...
“夏季达沃斯论坛”又要来啦,今年有哪些看点?
麦肯锡· 2025-06-18 10:08
一年一度的"夏季达沃斯论坛"如期而至,世界经济论坛将于2025年6月24至26日在中国天津举办第十 六届新领军者年会,即我们常说的"夏季达沃斯论坛"。本届年会预计将汇聚全球1,700多名商界、政 界、社会组织和国际组织的领袖以及创业者。 值得一提的是,今年麦肯锡还将围绕" 2025中国企业 全球新航程: 战略转型与价值重构(Chinese Companies' Global Pivot) "举办一场专题讨论,期待您 的参与! 五大议题,国内外热点"一网打尽" 受地缘政治、科技、可持续发展和人口结构等因素影响,传统经济增长引擎正在被重塑,世界经济 增长模式将从根本上转型。与此同时,气候变化等事关人类命运共同体的议题也迫在眉睫。要应对 这些新的挑战和经济增长模式转变,各企业和组织需要打破固有思维范式,以企业家精神和创新思 维,开辟新增长点,并在应对短期挑战与实现长期发展之间找到平衡点。本次论坛将聚焦以下五大 主题: 解读全球经济 值得一提的是,今年麦肯锡还将于6月25日(周三)下午13:00-14:00在天津国家会展中心苏黎世 会议厅举行一场专题论坛,主题为2025中国企业全球新航程:战略转型与价值重构(Chin ...
中岩大地收盘下跌6.22%,滚动市盈率65.06倍,总市值44.69亿元
Sou Hu Cai Jing· 2025-06-18 09:13
Company Overview - Beijing Zhongyan Dadi Technology Co., Ltd. specializes in geotechnical engineering and environmental remediation design and production [1] - The company is recognized as a national high-tech enterprise and has received multiple prestigious awards, including the "National Technology Invention Second Prize" and the "Hua Xia Construction Science and Technology Second Prize" [1] Financial Performance - For Q1 2025, the company reported revenue of 162 million yuan, representing a year-on-year increase of 18.50% [1] - The net profit for the same period was 10.37 million yuan, showing a significant year-on-year growth of 153.13% [1] - The sales gross margin stood at 28.20% [1] Market Position - As of June 18, the company's stock closed at 35.26 yuan, down 6.22%, with a rolling price-to-earnings (PE) ratio of 65.06 times [1] - The total market capitalization of the company is 4.469 billion yuan [1] - In comparison to the engineering consulting services industry, which has an average PE of 56.54 times and a median of 38.62 times, Zhongyan Dadi ranks 36th [1][2] Shareholder Information - As of March 31, 2025, the number of shareholders for Zhongyan Dadi reached 9,476, an increase of 1,735 from the previous count [1] - The average market value of shares held by each shareholder is 352,800 yuan, with an average holding of 27,600 shares [1]
蕾奥规划(300989) - 2025年6月18日投资者关系活动记录表
2025-06-18 09:10
深圳市蕾奥规划设计咨询股份有限公司 投资者关系活动记录表 证券代码:300989 证券简称:蕾奥规划 3、针对低空经济公司已提前布局,请问有什么进展吗? 答:主要有以下进展:首先,公司已成功中标《深圳口岸低空应用 场景及起降点规划研究》《麒麟智航低空经济未来城项目产品定位、设 计管理及招商运营服务》《大亚湾低空经济产业基地项目低空交通起降 点选址规划研究》《深圳市龙岗区阿波罗片区低空经济产业园规划研究》 等项目,其次,公司已成为粤港澳大湾区低空经济产业联盟、低空经济 产学研协同创新共同体的成员,公司"低空经济"领域新研发的场景化业 务已与相关企业达成了合作意向,正利用公司广泛的在地服务业务触角 进行合作推广。此外,公司还与深圳博领鹏城之翼通用航空有限公司签 署了战略合作协议,并与合作方成立安徽天济奥图智能科技发展有限公 司共同探寻低空经济运营服务链条。未来,公司将持续关注低空经济等 新兴行业动态,把握机遇拓展业务和新产品,以确保公司能够满足不断 变化的市场需求。谢谢。 4、公司重视在智慧城市等领域的研发,近期有什么新动向吗? 答:2024 年,公司研发投入 4,530.95 万元,占公司营业收入的 14.21 ...
国资委主任张玉卓到中咨公司调研:加大新业务培育和开发力度,积极拥抱人工智能技术
news flash· 2025-06-18 08:55
6月17日,国务院国资委党委书记、主任张玉卓到中国国际工程咨询有限公司调研企业改革发展、服务 国家重大决策等工作,强调要把学习贯彻习近平总书记关于加强中国特色新型智库建设的重要指示精 神,同贯彻落实习近平总书记关于国有企业改革发展和党的建设的重要论述结合起来,牢记"国之大 者",始终秉持"公正、科学、可靠、敢言、多谋、慎断"的精神,把准自身功能定位,聚焦全局性战略 性根本性重大问题研究,深耕优势领域,塑造特色铸造品牌,提出更多专业性、建设性、前瞻性的政策 建议,加快打造国家高端智库和世界一流咨询机构,为党和国家事业发展提供智力支撑。 张玉卓与企业领导班子成员座谈交流,认真听取工作汇报和意见建议。他表示,近年来,中咨公司坚决 贯彻落实党中央、国务院部署,主动站位大局,坚定履职尽责,聚焦党和国家工作中的重大课题加强战 略性研究,在推进高质量发展中强化业务创新,发挥综合咨询优势,发挥高端智库作用,汇聚专家智 慧,为服务国家重大战略、重大工程、高质量共建"一带一路"科学决策作出重要贡献。国务院国资委将 进一步支持指导企业深化改革,大力推进业务创新,深入实施人才强企,不断增强核心功能、提升核心 竞争力,更好发挥综合咨询 ...
北交所策略双周报:把握结构性行情,关注外围风险-20250618
Jianghai Securities· 2025-06-18 08:34
Market Performance - During the period from June 2 to June 13, 2025, the overall stock market experienced a mild increase, with the ChiNext Index leading at a rise of 2.54%[2] - The North Exchange 50 Index saw a decline of 1.84% during the same period, while the Shanghai and Shenzhen 300 Index increased by 0.62%[2] - The top three gainers among all North Exchange A-share listed companies were Jiuling Technology, Luchao Information, and Keli Co., with increases of 74.64%, 68.83%, and 46.30% respectively[2] Individual Stock Analysis - Notable declines were observed in stocks such as Kangle Weishi (-12.04%), Sanyou Technology (-12.34%), and Tianye Co. (-14.62%) during the same period[2] - The best-performing stock in the North Exchange 50 was Naconoer, which rose by 20.98%, while the worst performer was Senxuan Pharmaceutical, which fell by 11.20%[4] Sector Insights - The performance of the North Exchange stocks was notably diverse, with sectors like industrial machinery and information technology showing strong gains due to macroeconomic recovery and digital transformation trends[6] - The new North Exchange specialized index, set to launch on June 30, 2025, will include the largest 50 "specialized, refined, distinctive, and innovative" companies, providing a new benchmark for investors[6] Investment Recommendations - For high-performing stocks like Jiuling Technology, Luchao Information, and Keli Co., further research into their industry prospects and innovation capabilities is recommended[8] - Stocks with high price-to-earnings ratios or those currently incurring losses should be approached with caution unless there are clear expectations for performance reversal[8] Risk Factors - The North Exchange A-share market exhibits significant volatility, with individual stock performance varying widely, posing risks of substantial asset value fluctuations[8] - Industry competition remains fierce, and companies must maintain innovation and market share to avoid negative impacts on profitability and stock performance[8]
地铁设计: 华泰联合证券有限责任公司关于广州地铁设计研究院股份有限公司本次交易相关内幕信息知情人买卖股票情况的自查报告的核查意见
Zheng Quan Zhi Xing· 2025-06-18 08:20
华泰联合证券有限责任公司 关于广州地铁设计研究院股份有限公司 本次交易相关内幕信息知情人买卖股票情况的自查报告的核查意见 广州地铁设计研究院股份有限公司(以下简称"地铁设计""上市公司"或 "公司")拟通过发行股份的方式购买广州地铁集团有限公司(以下简称"广州 地铁集团")持有的广州地铁工程咨询有限公司(以下简称"工程咨询公司"或 "标的公司")100%股权并向不超过 35 名特定投资者发行股份募集配套资金 (以下简称"本次交易")。 华泰联合证券有限责任公司(以下简称"华泰联合证券""本独立财务顾 问")作为本次交易的独立财务顾问,根据《中华人民共和国证券法》《上市公 司重大资产重组管理办法》《公开发行证券的公司信息披露内容与格式准则第 幕信息知情人登记管理制度》《监管规则适用指引——上市类第 1 号》《上市公 司监管指引第 7 号——上市公司重大资产重组相关股票异常交易监管》等有关 法律法规及规范性文件的规定,对本次交易相关内幕信息知情人买卖上市公司 股票情况进行了核查,具体如下: 一、本次交易的内幕信息知情人自查期间 本次交易的内幕信息知情人买卖股票情况的自查期间为本次交易申请股票 停牌之日起前六个月至 ...
宁夏证监局:搭建投融资平台 助力中小企业做优做强
Zheng Quan Ri Bao Wang· 2025-06-18 03:07
Group 1 - The meeting aimed to promote deep cooperation between private equity funds and companies listed on the New Third Board in Ningxia, focusing on high-quality development of the real economy [1] - A total of 26 New Third Board companies and 17 private equity funds participated in the event, which served as a platform for precise matching of capital and enterprise needs [1][4] - Ningxia Environmental, a high-tech enterprise listed on the New Third Board, has been recognized as a "technology-based small and medium-sized enterprise" and aims to list on the Beijing Stock Exchange [2][3] Group 2 - As of now, Ningxia has 26 companies listed on the New Third Board, with 16 classified as specialized and innovative enterprises [3] - In 2024, these companies contributed 246 million yuan in taxes and provided increasing employment opportunities, demonstrating their role in supporting livelihoods and job creation [3] - Five companies have disclosed or implemented dividend plans for 2024, with total cash dividends amounting to 428 million yuan, reflecting a significant year-on-year increase of 239.68% [3] Group 3 - Private equity funds in Ningxia are primarily focused on traditional industries, with investments spanning 34 sectors including machinery manufacturing and agriculture [3] - By the end of the first quarter, there were 104 projects in Ningxia's small and medium-sized enterprises with a total investment scale of 6.929 billion yuan [3] - The Ningxia Securities Regulatory Bureau plans to continue facilitating connections between private equity funds and New Third Board companies to enhance financing channels [4]
Accenture Set to Report Q3 Earnings: Here's What You Should Know
ZACKS· 2025-06-17 16:31
Key Takeaways Accenture will report 3Q25 earnings on June 20 before market open. Revenues are projected to rise 4.5% year over year to $17.2B, with EPS expected to move up 5.1% to $3.29. Consulting and Managed Services are forecast to grow 2.4% and 6.1%, respectively, from the prior year.Accenture plc (ACN) is scheduled to release third-quarter fiscal 2025 results on June 20, before market open.ACN has a decent earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in two of the fo ...
张雪峰是人生路上的收费站
36氪· 2025-06-17 10:08
以下文章来源于远川研究所 ,作者罗雪妍 远川研究所 . 去年高考季,张雪峰直播间发布11999元/17999元 两档 高考志愿填报服务,2万个名额被一抢而空,给江湖留下"3小时赚2亿"的传说。 今年高考前一周,张雪峰哽咽宣布"或将"停播,声泪俱下不知是为暂停"寒门救星"的使命而遗憾,还是痛惜到账金额少了一笔。但已知的是,上述两档服 务今年分别涨价1000元,上架20分钟后,大部分省份就售罄。 中国人的一生处处都是分水岭,但每一处分水岭在充分竞争的市场有不同的定价。按照研究机构的测算,志愿填报这一分水岭,市场规模就在过去十年翻 了十倍。 未成年人或许还不懂"同分不同命"的残酷现实,但他们的父母大概都对"选择比努力更重要"这句话感触深刻。 复杂的规则、善变的环境、性价比的权衡叠加在一起,高考志愿填报成为一场比高考更复杂的较量。 被放大的焦虑 过去十年,高考的难度未必增加,但志愿填报的复杂性却与日俱增。 刻画这个时代 高考门前是非多。 文 | 罗雪妍 编辑 | 李墨天 来源| 远川研究所(ID: YuanChuanInstitution ) 封面来源 | 视觉中国 菜单上有270个菜都足以让人头皮发麻,更不用说填志 ...