宜通世纪（300310）公告，公司成为2025-2026年广东联通综合代维5G采购项目的中标单位。项目服务 内容包括综合代维、政企装拆移机、修理等8个专业维护服务，以及广东联通线路及配套更新改造服 务。中标规模合计为1.48亿元(不含税)，其中非承建区标段6中标占比14.00%，中标金额为6970万元；承 建区标段5中标占比15.61%，中标金额为7800万元。此次中选符合公司的业务发展规划，若能签订正式 合同并顺利实施，将对公司未来在广东的业务量增长和进一步拓展有积极意义。 ...

中移（上海）产业研究院产业拓展部副总经理俞建军发表"构建万象智航低空导航网产品，赋能低空经济高质量发展"主旨演讲，介绍了中移（上海）产业研 究院依托5G-A通感一体、北斗高精定位、数字孪生地图、AI大模型等核心技术，构建"万象智航"低空导航网产品，为高密度大频次复杂飞行场景提供 精准 导航、安全守航、智能护航 服务，让低空飞行像地面交通一样安全有序。 "万象智航"低空导航网产品具备三大核心优势。 一、 " 导得准 "：基于全球规模最大5G+北斗高精度定位网络，可提供地基、星基的厘米级定位服务，水平精 度达2-5cm，高程精度达2-8cm，保障飞行器按照既定航线精准飞行并航线保持，空域利用率提升4倍以上，支撑空巡综治贴边飞行、物流精准投放等场景, 让 每架低空飞行器 " 不迷路 "； 二、 " 看得清 " ： 通过全域三维航图，实时映射空域动态，结合AI建模技术实现地形、建筑、通信、气象等数据可视化与冲突检 测， 让每片空域一张图看得清；三、 " 算得深 " ： 基于上研院在工业/交通等行业多年深耕积累，低空算法准确率95%+，开放50+低空场景预训练算法，构建 低空AI智能体，实现目标识别优化、空域健康度分析 ...

4月10日，2025中国移动云智算大会智算基础设施及安全分论坛揭幕。本次分论坛以"智算启新、安 全筑基"为主题，分论坛上，中国移动正式发布了"网信安全生态合作计划"，提出以"一三三九"安全生 态体系为核心，联合产业伙伴共建开放融合的网信安全新格局。该计划旨在通过技术创新、产业协同与 生态共建，有力应对数智化浪潮下的安全新挑战，聚合融通产业链、价值链与生态圈价值，为算力网 络、人工智能等前沿领域高质量发展构筑坚实安全屏障。 据介绍，该体系包含一个聚合平台，三个要素圈，三个能力载体和九个重点发力点。 "一个聚合平台"即网信安全生态联合创新平台，集成安全驾驶舱、生态合作管理功能，利用人工智 能技术提供重点能力精准供需对接。 未来，中国移动将分三步逐步实现生态目标：2025年打通供需通道，2026年深化产业联合创新， 2027年全面实现共链创新。截至目前，中国移动已与70余家生态企业建立深度合作，今后将持续发挥稳 链、补链、强链作用，领航智算时代、护航数字未来。（垚墨） "三个要素圈"包括科技创新生态圈、产品服务生态圈、投资孵化生态圈，以智能数据分析实现"三 圈联动"。 "三个能力载体"指产品测评平台、安全研究机构、 ...

白皮书从终端、网络、平台、应用4个层面剖析典型安全风险和场景化安全需求；结合高精导航网、无人机SIM卡等运营商特色能力，构建出"一体两翼四 域"低空安全体系。针对AI+四域安全提出15项安全能力技术方案，提供标准制度、人员培训等4个维度合规管理建议。同时，中国移动联合生态合作伙伴， 在低空城市公共安全、低空医疗应急救援、机场空域安全防护等多项典型场景中应用相关产品能力，沉淀标准解决方案，并形成多个低空安全管控与治理样 板间。 未来，中国移动将继续发挥央企"三个作用"，持续完善低空管理机制、健全安全技术手段、强化合作监管能力、提升业务保障水平。协同低空产业链、安全 生态圈合作伙伴，筑牢低空网络与信息安全屏障，护航低空经济高质量发展。 本次发布的白皮书是由中国移动网络与信息安全管理部牵头，中移（上海）信息通信科技有限公司、中国移动江苏有限公司、中移（成都）信息通信科技有 限公司、中移互联网有限公司、北京天融信网络安全技术有限公司、中兴通讯股份有限公司、华为技术有限公司、武汉大学等多家单位共同完成。（田心） 2025年4月10日，在苏州金鸡湖国际会议中心举办的2025中国移动云智算大会"智算基础设施及安全"分论坛上 ...

Group 1: Convertible Bonds Market - The convertible bond market outperformed the equity market in Q1 2025, with a continuous decline in the outstanding scale since Q4 2023 [1] - During the 2018-2019 US-China tariff conflict, the convertible bond market showed a significant advantage over the equity market, with a nearly 25% increase in the convertible bond equal-weight index compared to a slight increase in the CSI 300 index [1] - The current market environment emphasizes the need for defensive strategies before making allocation decisions [1] Group 2: Insurance Sector - The adjustment of regulatory ratios for insurance funds is expected to accelerate the entry of long-term capital into the equity market, supporting economic stabilization and recovery [2] - The anticipated recovery in economic expectations and capital market conditions may lead to a sustained beta performance in insurance stocks [2] Group 3: Surgical Robot Industry - The surgical robot industry has significant potential with low penetration rates and strong growth drivers, supported by high technical and financial barriers [3] - Companies in this sector are expected to maintain revenue sustainability and profitability, with a focus on treatment rather than diagnostics [3] - Specific companies to watch include MicroPort Robotics, Kangji Medical, and Weigao Group, among others [3] Group 4: Chemical and Fertilizer Sector - The report maintains a positive outlook on the fertilizer and pesticide sectors, particularly under the backdrop of tariff countermeasures [4] - Recommendations include focusing on undervalued, high-dividend, and well-performing companies in the "three barrels of oil" and oil service sectors, as well as domestic semiconductor and panel material companies [4] Group 5: Oil and Gas Companies - China National Offshore Oil Corporation (CNOOC) plans to increase its stake in the company, with a proposed investment of no less than RMB 20 billion and no more than RMB 40 billion over the next 12 months [6] - China Petroleum & Chemical Corporation (Sinopec) also plans a similar increase in its shares, with an investment range of RMB 20 billion to RMB 30 billion [6] Group 6: Construction Sector - Honglu Steel Structure reported a significant increase in order intake and production in Q1 2025, indicating improved operational efficiency due to smart upgrades [7] - The focus will be on monitoring the monthly capacity utilization rate to see if it surpasses 100% [7] Group 7: Telecommunications Sector - China Communication Services reported a slight revenue increase of 0.9% year-on-year for 2024, with a net profit of RMB 3.607 billion [8] - The company is expected to benefit from opportunities in AI computing and digital transformation, maintaining a positive growth outlook [8] Group 8: Pharmaceutical Sector - Guoshengtang's rapid growth is attributed to its AI initiatives and expansion plans, with adjusted net profit forecasts for 2025-2026 being RMB 493 million and RMB 594 million respectively [9] - The company is well-positioned to benefit from aging demographics and supportive policies in traditional Chinese medicine [9] Group 9: Home Appliance Sector - Gree Electric Appliances shows strong defensive attributes with ongoing operational changes expected to enhance performance, maintaining net profit forecasts for 2024-2026 at RMB 30.3 billion, RMB 32.9 billion, and RMB 36.4 billion respectively [10] - Midea Group's solid market position and efficiency improvements are projected to lead to net profits of RMB 43 billion, RMB 47.5 billion, and RMB 51.8 billion for 2025-2027 [11]

国脉科技（002093）公告，2025年第一季度预计归属于上市公司股东的净利润为8800万元-9800万元， 同比上年同期的5864.5万元增长50.06%-67.11%。扣除非经常性损益后的净利润预计为4000万元-5000万 元，同比上年同期的3495.36万元增长14.44%-43.05%。基本每股收益预计为0.0887元/股-0.0988元/股， 同比上年同期的0.0585元/股增长。公司业务持续向好发展，净利润环比增长超300%，同时"国脉大学养 老"平台曝光量迅速突破百万。 ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000889 证券简称：ST中嘉 公告编号：2025-20 中嘉博创信息技术股份有限公司 关于全资子公司中标公示的提示性公告 1．本项目公示期已满，公司能否取得《中标通知书》并最终签署正式合同存在一定的不确定性。 2．本项目最终中标金额以正式签署的合同为准，可能存在最后金额总量不及预估的情形，敬请广大投 资者注意投资风险。 近日，中国联通采购与招标网(http://www.chinaunicombidding.cn/)发布了《2025-2026年广东联通综合代 维5G(承建/非承建区)采购项目中标候选人公示》，中嘉博创信息技术股份有限公司(以下简称"公司")的 全资子公司广东长实通信科技有限公司(以下简称"长实通信")为上述项目中标候选人，整个服务周期中 标规模合计16,300万元(不含税)。现对相关情况公告如下: 一、中标项目的基本情况 1、项目名称：2025-2026年广东联通综合代维5G（承建/非承建区）采购项目 2、项目服务内容：为广 ...

二、实际控制人增持情况 回归 A 股上市以来，公司实际控制人中国移动通信集团有限公司累计增持本公司4,236.7 万股A股股 份，合计金额约30亿元，圆满完成A股增持计划。 智通财经APP讯，中国移动(00941)发布公告，当前，以数智化为主要特征的新一轮科技革命和产业变革 深入发展，数据、算力、人工智能成为新质生产力的重要驱动因素。在高质量数据、高性能算力、高水 平算法的共同作用下，AI 加速突破应用，为千行百业、千家万户注智赋能，将有力推动融合创新、产 业体系、企业运营、信息消费不断跃升，引领经济社会从"互联网+""5G+"迈向"AI+"，进入 AI+新时 代。中国移动有限公司(以下简称"公司")作为全球网络规模第一、客户规模第一、收入规模第一和创新 能力领先、品牌价值领先、公司市值领先、盈利水平领先的通信和信息服务提供商，始终锚定世界一流 信息服务科技创新公司发展定位，不断强化创新驱动，提升企业核心竞争力，着力推动高质量可持续发 展，进一步提升股东回报。 一、经营情况 2024 年，面对错综复杂的外部环境和诸多压力挑战，公司上下凝心聚力、锐意进取，牢牢把握发展新 质生产力为信息服务业带来的重要机遇，深化 ...

Market News - The National Bureau of Statistics will release March CPI and PPI data on April 10, with February figures showing a month-on-month CPI decrease of 0.2% and a year-on-year decrease of 0.7%, while PPI decreased by 0.1% month-on-month and 2.2% year-on-year [2] - The People's Bank of China has 763.4 billion yuan in reverse repos and 150 billion yuan in treasury cash deposits maturing this week, with specific amounts maturing each day [3] - The U.S. will release March CPI data on April 10, which is expected to be a significant test for the dollar, as persistent inflation could support the dollar and raise concerns about further interest rate cuts by the Federal Reserve [4] Sector Events - The 10th China Science and Technology Finance Forum will be held in Beijing on April 7, focusing on summarizing reform achievements and innovative paths for the future of technology finance [6] - The 2025 Global 6G Technology and Industry Ecosystem Conference will take place in Nanjing from April 10 to 12, gathering global leaders in the 6G field to discuss innovation and future industry development [7] - The Ministry of Commerce has announced export controls on seven categories of medium and heavy rare earths, effective immediately, to safeguard national security and fulfill international obligations [8] - Amazon plans to launch its first batch of 27 satellites for its Project Kuiper on April 9, entering competition with SpaceX's Starlink [9] Company News - HeXin Instruments plans to acquire a 56% stake in Shanghai Liangxi Technology Co., Ltd. through a combination of share issuance and cash payment [11] - Shengnong Development intends to acquire a 54% stake in Anhui Sun Valley Food Technology Group for 1.126 billion yuan, enhancing its integrated industry chain [12] - Lier Chemical expects a net profit of 145 to 155 million yuan for Q1 2025, representing a year-on-year increase of 203.08% to 223.98% due to rising sales and prices [13] - Stone Technology reported a revenue of 11.945 billion yuan for 2024, a year-on-year increase of 38.03%, and a net profit of 1.977 billion yuan, a decrease of 3.64% [14] - Chengdi Xiangjiang announced a contract worth 4.452 billion yuan for a data center project with China Mobile, with a cooperation period of seven years plus an uncertain duration [15] Restricted Shares - This week, 24 companies in the A-share market will have a total of 1.735 billion shares released from restrictions, with a total market value of 35.015 billion yuan, an increase of 12.411 billion yuan week-on-week [17] New Stock Calendar - Two new stocks are set to be issued this week, with a total of approximately 42.6 million shares and expected fundraising of 1.161 billion yuan [21] Market Outlook - Dongfang Securities suggests the market may see a turning point post-holiday, with potential for a rebound as policy benefits are released in Q2 [24] - Founder Securities believes A-shares may perform better than global markets due to positive macro policies and recovering domestic demand [25] - Dongguan Securities anticipates a range-bound market in the short term due to global volatility and upcoming earnings reports [26] - Guojin Securities recommends a shift in investment strategy towards large-cap value stocks, focusing on "profit bottom" logic in the upcoming quarter [27]

Investment Rating - The investment rating for the company is "Accumulate" [5] Core Views - The company achieved a revenue of 529.42 billion yuan in 2024, representing a year-on-year growth of 3.1%, with service revenue reaching 482.03 billion yuan, up 3.7% year-on-year. The net profit attributable to shareholders was 33.01 billion yuan, an increase of 8.4% year-on-year [1] - The company is focusing on enhancing its digital infrastructure and AI capabilities, with a capital expenditure of 93.52 billion yuan in 2024, and plans to increase computing power investment by 22% [3] - The company is committed to shareholder returns, distributing 72% of its profits in cash dividends for 2024, with a planned increase to over 75% in the next three years [5] Summary by Sections Financial Performance - In 2024, the company reported an EBITDA of 140.85 billion yuan, a growth of 2.9% year-on-year, and a return on equity (ROE) of 7.3%, up 0.4 percentage points [1] - Free cash flow reached 22.18 billion yuan, marking a significant increase of 70.7% [1] Business Segments - Mobile communication service revenue was 202.5 billion yuan, growing by 3.5%, with mobile value-added and application revenue increasing by 16.1%. The mobile user base reached 425 million, with an average revenue per user (ARPU) of 45.6 yuan [2] - Fixed-line and smart home service revenue was 125.7 billion yuan, up 2.1%, with smart home revenue growing by 16.8%. Broadband users reached 197 million, with a broadband ARPU of 47.6 yuan [2] - Digital industry revenue was 146.6 billion yuan, a growth of 5.5%, accounting for 30.4% of service revenue, an increase of 0.5 percentage points [2] Strategic Initiatives - The company is advancing its digital infrastructure, with significant investments in AI and cloud services, including the establishment of high-capacity data centers and a new intelligent computing network [3][4] - The Tianyi Cloud platform is evolving into a smart cloud service, integrating various AI capabilities and achieving significant partnerships to enhance its service offerings [4] Shareholder Returns - The company distributed a cash dividend of 0.2598 yuan per share in 2024, with a year-on-year increase of 11.4% in total dividend payout [5] - The commitment to increase cash distribution to shareholders to over 75% of profits in the next three years reflects a strong focus on shareholder value [5]