21世纪经济报道记者 孙迟悦 实习生 顾泯骏 香港报道 7月4日，在百望股份的媒体座谈会上，百望股份CEO付英波对21世纪经济报道记者表示，香港是百望云 实现发展的战略重地，具有资本市场枢纽与技术合作桥梁的双重作用。百望股份正积极推进公司股份在 H股"全流通"，这将吸引更多国际资本，为公司转型提供资金支持。 据悉，自2024年起，百望股份从SaaS财税服务商向AI公司转型，数据智能成为发展方向，智能体则是 核心产品载体。付英波透露，公司核心业务——票单证SaaS服务和企业征信数智服务仍保持增长；AI 业务方面，智能体业务在2025年上半年表现良好，即将完成"产品到业绩"的转化。 数据显示，百望股份2021-2023年营收分别为4.54亿元、5.26亿元、7.13亿元，年复合增长率40.5%。 2024年因行业竞争及AI研发投入，营收约6.59亿元，同比下滑1.8%-10.2%，净亏损扩大至5.01亿元 （2023年为3.59亿元），主要因营销费用（2023年转介费占销售成本44.9%）及研发成本上升。为降本 增效，公司降低运营压力，销售费用下降21%，行政开支下降45.7%。 2025年3月10日，百望股份向 ...

Core Insights - The article highlights the successful implementation of "BaiDi Cloud · Enterprise Express Management SaaS" by Kuaidi100 at Hello Group's headquarters, showcasing its effectiveness in enhancing internal express management efficiency and user experience [1][5][6]. Group 1: Product Launch and Client Feedback - Kuaidi100 showcased its "BaiDi Cloud · Enterprise Express Management SaaS" at the 2025 Manufacturing Digitalization Expo, receiving positive feedback from Hello Group on the system's efficiency and stability [1][5]. - The feedback from Hello Group's postal staff provided valuable insights for product iteration, confirming the system's adaptability and scalability in complex business scenarios [1][7]. Group 2: Client Needs and System Features - Hello Group established an internal postal service to streamline express delivery for its numerous employees, addressing issues like missed deliveries and package management [2][3]. - The digital upgrade demand included features such as intelligent notifications, convenient queries, status transparency, and traceable proxy pickups [2][3][4]. Group 3: Implementation and Efficiency Gains - The "BaiDi Cloud · Enterprise Express Management SaaS" was quickly adopted by Hello Group, with the system going live within two months, enhancing the efficiency of package handling [4][5]. - The system achieved a 100% accuracy rate in delivery notifications, significantly reducing information leakage and ensuring timely updates for employees [6]. Group 4: Future Collaboration and Optimization - Kuaidi100 plans to continue optimizing processes and enhancing system intelligence based on real user feedback, aiming to deepen collaboration with Hello Group [8]. - Future initiatives may include exploring new service scenarios such as parcel management and intelligent reconciliation, reinforcing the commitment to customer-centric service [8].

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 近日，北京中长石基信息技术股份有限公司接待了汇丰前海证券的调研。以下为本次投资者关系活动的 详细情况：1.基本信息投资者活动关系类别：特定对象调研时间：2025年7月4日地点：北京市海淀区复 兴路甲65号石基信息大厦会议室参与单位名称：汇丰前海证券，参与人员为张恒、刘逸然上市公司接待 人员姓名：董秘、副总裁罗芳；证券部何龙光2.调研要点万豪酒店落地情况：DAYLIGHT PMS上线前 需先完成与万豪新一代中央预订系统ACRS及其他集团层面系统集成等准备工作，目前正按万豪集团计 划时间表推进。SaaS业务定价：SaaS型业务按订阅费收取，如云PMS产品按月和酒店房间数计费，云 产品 ...

而微软则扮演着"服务商"的角色。它的赌注在于，将AI技术深度融入其庞大的产品矩阵（如Azure云服 务、Office办公软件等），并说服用户为此付费。要实现这一目标，AI必须成为像几十年前的Windows 操作系统或Word软件一样，彻底改变企业运作和日常生活的颠覆性工具。许多人认为这只是时间问 题，但"何时"实现，对于支撑微软当前的高昂估值至关重要。 微软的烦恼：高估值下的内部挑战 在人工智能革命的推动下，微软与英伟达正双双冲向4万亿美元市值的巅峰，有望组成股票市场上最顶 级的俱乐部。 然而，尽管目标一致，两家巨头所代表的AI投资逻辑却截然不同——一个是对核心基础设施的直接押 注，另一个则是对应用生态普及的长期信念。 英伟达的价值飙升，源于其在AI价值链中的独特地位。作为AI"军备竞赛"的"军火商"，任何希望涉足AI 领域的公司都必须首先采购其芯片，这使得英伟达的增长故事简单而直接。 相比之下，微软的路径更为复杂，其AI业务的回报也显得更为"模糊"。作为一家年收入远超英伟达的庞 大企业，微软的成功最终取决于是否有足够多的企业和消费者愿意为其AI增强服务支付溢价。 对微软而言，微软在不到三个月内市值增长了1万 ...

龙虎榜机构热股 今天机构龙虎榜上榜25只个股，净买入11只，净卖出14只。当日机构买入最多的个股前三位是：西测测试（6863万）、南凌科技（2848万）、隆扬电子 （2119万）。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | 机构 | | --- | --- | --- | --- | | 西测测试 301306.SZ | +0.44% | 3/0 | +68 | | 南凌科技 300921.SZ | +19.98% | 1 / 1 | +28 | * [16] A. A. K. K. 南凌科技 7月3日晚，阿里巴巴集团发布公告，计划发行本金总额约120亿港元、2032年到期的零息可交换债券。债券发行募集资金净额将用于投入云计算基础设施建 设和支持国际电商业务发展。 个股龙虎榜 据公司3月26日官微，由中国信通院和蚂蚁数科牵头发起，霍普股份、协鑫能科等近 20 家公司参与编写的《可信区块链实体资产可信上链技术规范》正式立 项并启动撰写。作为首个RWA上链技术规范，这一举措标志着实体资产 RWA 迈入标准化新阶段，霍普股份在其中积极发挥作用，助力构建可信数字基座。 杭州园林 个股龙虎榜 公司参股公司万林数 ...

全球主要股票指数 | 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 44484.42 | -10.52 | -0.02% | | | 纳斯达克 | 20393.13 | 190.24 | 0.94% | | | 标普500 | 6227.42 | 29.41 | 0.47% | | | 欧洲斯托克50 | 5318.72 | 36.29 | 0.69% | | | 英国富时100 | 8774.69 FL | -10.64 | -0.12% | | | 法国CAC40 -- | | 7738.42.goguda75.83 m | 0.99% | | | 德国DAX | 23790.11 | 116.82 | 0.49% | | | 俄罗斯RTS 上证指数 | 1127.56 3454.79 | -16.72 | -1.46% -0.09% | | HAZE | | | | | | | 深证成指 | 10412.63 | -2.96 -63.66 | -0.61% | | | 创业板指 | 2123.72 | ...

Corporate Announcements - Aerospace Hongtu's controlling shareholder plans to transfer 5.1% of the company's shares, totaling 13.33 million shares at a price of 19 yuan per share, amounting to 253 million yuan [3] - Haitai Development intends to transfer 100% equity of its subsidiary for 90.66 million yuan, which is part of its strategic transformation to optimize asset structure [4] - G-Biosciences plans to invest approximately 150 million yuan to build an intelligent production and R&D base, expected to be completed by 2028 [5] - New China Life Insurance intends to invest 11.25 billion yuan to subscribe to a private fund, which has a total scale of 22.5 billion yuan [6] - Huaming Equipment has increased its share repurchase fund limit from 200 million yuan to 250 million yuan [7] Performance Updates - Jinxinnong reported a 1.23% year-on-year decline in pig sales revenue for the first half of 2025, totaling 763 million yuan [9] - Tianbang Foods reported a 4.01% month-on-month decline in June sales revenue for commodity pigs, totaling 675 million yuan [10] - GAC Group's June automobile sales were 150,100 units, a year-on-year decrease of 8.22% [11] - Pulit expects a net profit of 200 million to 240 million yuan for the first half of 2025, a year-on-year increase of 38.88% to 66.65% [12] - Zhuyue Group anticipates a net profit of 560 million to 650 million yuan for the first half of 2025, a year-on-year increase of 50.97% to 75.23% [14] - Xindong Lianke expects a net profit of 138 million to 169 million yuan for the first half of 2025, a year-on-year increase of 144.46% to 199.37% [15] - Zhongce Rubber expects a net profit of 2.24 billion to 2.38 billion yuan for the first half of 2025, a year-on-year decrease of 6.3% to 11.81% [16] - ST Sitong anticipates a net loss of 11 million to 17 million yuan for the first half of 2025, compared to a loss of 9.08 million yuan in the same period last year [17] Major Contracts - Hongsheng Huayuan's subsidiary is expected to win a bid for a Southern Power Grid project worth approximately 1.127 billion yuan, accounting for 11.12% of the company's 2024 revenue [19] - Times New Materials signed contracts worth approximately 2.711 billion yuan for wind turbine blade sales in the second quarter of 2025 [20] Shareholding Changes - Guojian Group's controlling shareholder reduced its holdings of convertible bonds by 900,000 units, accounting for 11.25% of the total issuance [22]

截至7月4日收盘，电子身份证概念上涨0.90%，位居概念板块涨幅第5，板块内，21股上涨，德生科 技、京北方等涨停，正元智慧、熵基科技、南威软件等涨幅居前，分别上涨8.57%、5.92%、5.91%。跌 幅居前的有*ST精伦、国芯科技、东信和平等，分别下跌3.92%、2.26%、2.23%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 阿尔茨海默概念 | 1.80 | 中船系 | -2.92 | | 跨境支付(CIPS) | 1.72 | 太赫兹 | -2.32 | | 数字货币 | 1.35 | 固态电池 | -2.26 | | 蚂蚁金服概念 | 1.26 | 钠离子电池 | -2.24 | | 电子身份证 | 0.90 | 金属镍 | -2.22 | | 移动支付 | 0.82 | 有机硅概念 | -2.21 | | 重组蛋白 | 0.80 | 稀土永磁 | -2.17 | | 脑机接口 | 0.74 | 噪声防治 | -2.10 | | 创新药 | 0.72 | 新型烟草(电子烟) | -1.98 ...

中国经济网北京7月4日讯竞业达（003005）(003005.SZ)昨日晚间发布关于公司股东减持股份预披露的 公告。公司于近日收到控股股东、实际控制人钱瑞、江源东出具的《股份减持计划告知函》。 公司控股股东、实际控制人钱瑞、江源东合计持有公司股份114,464,000股，占公司总股本49.47%。上 述股东计划于公告披露之日起十五个交易日后的三个月内通过集中竞价方式减持公司股份不超过 2,313,800股(不超过公司总股本的1%)，通过大宗交易方式减持公司股份不超过4,627,700股(不超过公司 总股本的2%)，合计减持公司股份不超过6,941,500股(不超过公司总股本的3%)。 竞业达于2020年9月22日在深交所主板上市，发行数量为2,650.00万股，发行价格为31.83元/股，保荐机 构(主承销商)为国金证券股份有限公司，保荐代表人为尹百宽、赵培兵。 竞业达募集资金总额为84,349.50万元，扣除发行费用后，募集资金净额为76,793.85万元。竞业达2020年 9月9日披露的招股说明书显示，公司拟募集资金76,793.85万元，拟分别用于云端一体化智慧互联教学系 统研发及产业化项目、新一代考试 ...

Group 1: Digital Rights Confirmation Sector Performance - The digital rights confirmation sector showed active performance on July 4, with stocks like Tianyi Ma (301178) and Nanwei Software (603636) rising over 5% [1] - The demand for data trading is increasing as the digital economy grows, making data rights confirmation essential for establishing trust in data transactions [1] Group 2: Importance of Data Rights Confirmation - Data rights confirmation clarifies the ownership and usage rules of data, preventing fraud in stablecoin transactions and protecting investors' rights [2] - The process enhances transparency in the issuance, circulation, and trading of stablecoins, allowing investors to make informed decisions [2] Group 3: Industry Outlook and Company Insights - According to Chuan Cai Securities, the rapid development of digital technology has significantly improved production and service efficiency for data-intensive enterprises, leading to higher valuations [2] - Data rights confirmation is fundamental to data assetization, and despite being in an exploratory phase, the industry has broad development prospects as property rights protection improves [2] Group 4: Key Companies in Data Rights Confirmation - Zhongke Jincai (002657) is integrating privacy computing with alliance chain technology to create a comprehensive solution for data rights confirmation, storage, interaction, and circulation [2] - Desheng Technology (002908) has developed a self-researched product "Desheng Zhengshu Tong," establishing standard technical specifications in the field of government big data [2] - Tianyi Ma has developed a data middle platform based on big data technology, enabling applications like data lakes and data warehouses [3] - Nanwei Software is a leader in blockchain "digital government," with its blockchain electronic certificate included in the National Cyberspace Administration's product directory [3] - Digital Certification (300579) combines cryptography with identity to provide data encryption, secure storage, and transmission, creating a comprehensive data security protection system [3] - Kelong Software (300663) has a subsidiary, Dalu Cloud Shield, focusing on judicial preservation and evidence confirmation within the realm of digital rights confirmation [3] - Deep Sanda A has established a joint research institute with Tsinghua University to address challenges in data rights confirmation, pricing, measurement, and security [3] - Annie Co., Ltd. (002235) developed a copyright information search engine, "Copyright Encyclopedia," to meet client needs for one-stop copyright information searches [3]