Core Insights - The National Cybersecurity Talent and Innovation Base Industry Alliance Conference was held in Wuhan, marking the launch of a comprehensive cybersecurity service complex that integrates supply-demand matching, talent exchange, enterprise services, and education-industry integration [1] - The conference introduced a work plan for 2025, which aims to establish four main service functions: a supply-demand matching hub, a talent exchange port, an enterprise service area, and an education-industry integration accelerator [1] - The National Cybersecurity Base has developed a unique industrial system characterized by a focus on cybersecurity, with artificial intelligence and big data as sub-tracks, and has attracted leading companies in the field [2] Group 1 - The conference was attended by over 200 representatives from cybersecurity companies, universities, and research institutions [1] - A total of 14 industry associations signed agreements to promote cross-regional and cross-industry collaboration, covering areas such as the Yangtze River Delta and Southwest regions [1] - The alliance has welcomed 22 professional institutions, enhancing specialized service capabilities for cybersecurity enterprises across six major fields [1] Group 2 - The National Cybersecurity Base in Wuhan has developed a "1+2+N" industrial system, focusing on cybersecurity as the main track and extending into new information technology services [2] - The core area of 4 square kilometers hosts major companies like Qihoo 360 and Tianrongxin, and has conducted over 40,000 training sessions [2] - The base aims to become a hub for talent, innovation, and industry, with various operational platforms established to support its goals [2]

Core Viewpoint - The company, Qiming Star (启明星辰), is currently not involved in stablecoin-related business but is actively monitoring the security risks and developments associated with stablecoins [2][3][5][6][7]. Group 1: Company Performance - As of July 2, 2025, Qiming Star's stock closed at 15.54 yuan, down 1.52%, with a turnover rate of 2.54%, a trading volume of 184,600 shares, and a transaction value of 287 million yuan [1]. - On the same day, the net outflow of main funds was 39.14 million yuan, while retail and speculative funds saw net inflows of 12.95 million yuan and 26.19 million yuan, respectively [8]. Group 2: Stablecoin Engagement - The company has confirmed that it does not currently have any business related to stablecoins and is focusing on the associated security risks and application advancements [2][3][5][6][7]. - The company has received inquiries regarding its potential involvement in stablecoin solutions, particularly in light of Hong Kong's regulatory developments, but has reiterated its lack of engagement in this area [4][5][6][7].

Group 1 - The 2025 Global Digital Economy Conference commenced in Beijing, focusing on the theme of "Building Digital Friendly Cities" and showcasing advanced technologies that transform urban living into tangible experiences [1][5] - The conference featured an AI-generated opening ceremony MV, highlighting the growing enthusiasm for AI creative production technologies and their global impact [2] - The event implemented a seamless entry system using facial recognition and smart navigation to enhance efficiency and promote a low-carbon, convenient experience [2] Group 2 - The "Digital Economy International Cooperation Experience Zone" showcased innovative technologies, including a 32-inch light field 3D display that eliminates 3D dizziness and is applicable in fields like telemedicine and industrial design [2][4] - A coffee robot demonstrated the integration of AI in beverage preparation, achieving professional-quality coffee in 50 seconds through precise control of extraction and milk frothing [3][4] - The conference emphasized the importance of cybersecurity in the AI era, with companies like Qihoo 360 demonstrating AI-driven security measures to combat data breaches and enhance safety in the digital economy [4] Group 3 - The conference framework, labeled "1+6+N," included multiple forums and exhibitions centered on data elements and AI, aiming to create a human-centered, inclusive, and secure global cooperation model [5] - Discussions on blockchain technology for secure data sharing and AI applications in smart healthcare and transportation showcased the transformative potential of digital technologies in urban life [5] - The event served as a platform to visualize the integration of technology into daily life, illustrating how digital advancements can lead to more efficient, safe, and warm urban environments [5]

Core Viewpoint - Digital Authentication has confirmed that it has not engaged in any collaboration with JD.com regarding stablecoins [1] Company Overview - Digital Authentication is a leading provider of cybersecurity solutions, offering electronic certification services, cybersecurity products, integration, and services to clients nationwide [1]

Group 1: Elderly and Child Care - A total of 7 national standards were released for home-based elderly meal services, rehabilitation aids in elderly care institutions, and convenient services on medical insurance platforms, addressing the needs of elderly care and medical security [2] - 9 national standards were introduced to enhance product packaging safety, particularly for children, including requirements to prevent children from opening packaging [2] - 4 national standards were established to improve the aging-friendly features of products and enhance anti-counterfeiting technology [2] Group 2: Daily Life - 2 national standards were published for oral hygiene products, focusing on calcium silicate and toothpaste abrasion testing methods to protect public oral health [3] - 3 financial service national standards were introduced, including a unique product identification code and descriptions of banking services, supporting financial security and high-level financial openness [3] - 2 national standards were released for emergency management and urban power service continuity guidelines, enhancing emergency response capabilities and promoting resilient city construction [3] Group 3: Emerging Industries - 7 national standards were published in areas such as artificial intelligence, information technology, and the Internet of Things, providing technical support for digital service capabilities [4] - 5 national standards were established for data centers and cybersecurity technologies, facilitating deeper interconnectivity in the digital economy [4] - 2 national standards were introduced for electric earth-moving machinery safety and battery swap systems, aiding the green transformation of traditional industries [4] Group 4: Transportation and Energy - 12 national standards were released for waterway passenger transport services, road traffic signs, fuel consumption evaluation methods for passenger cars, and automotive maintenance, providing technical support for transportation safety [5] - 14 national standards were published for ship soft ladders, propellers, and buoyancy materials for submersibles, enhancing quality and efficiency in the shipbuilding industry [5] - 2 national standards for ethanol gasoline and its blending components were introduced, ensuring the stability of fuel quality [5]

Core Insights - The 2025 Global Digital Economy Conference has commenced, showcasing Beijing's achievements in becoming a global digital economy benchmark city and establishing a "perpetual" conference model [6][7] - The conference features a "1+6+N" activity framework focusing on eight dimensions including technology, development, and citizen friendliness, with over 60 forums and activities scheduled [7] - Key themes include "digital-friendly cities" and the importance of data elements as the "core engine" of the digital economy, with a dedicated forum on accelerating data value release [7][8] Group 1: Conference Highlights - The conference aims to promote digital technology integration into urban life, creating a harmonious ecosystem between technology, people, cities, and ecology [7] - A record number of international guests, including 300+ attendees from 16 foreign delegations, will participate, enhancing global collaboration [7] - The event will introduce the "Global Digital Friendly Initiative" and the "Top Ten Benchmark Applications of Beijing's Digital Economy" [6][7] Group 2: Technological Innovations - The conference will feature a "Digital Economy Experience Center" showcasing 50 companies' technological solutions, providing immersive interactive experiences [6][8] - Innovations in various sectors such as digital finance, cybersecurity, and digital healthcare will be highlighted, with companies like Beijing Bank and OceanBase presenting their advancements [8] - The event will also focus on AI-driven security systems and the latest developments in cloud computing and database technologies [8] Group 3: International Cooperation - The conference includes an international exchange cooperation experience area, facilitating project promotion and demand matching between domestic and foreign entities [7][8] - A special focus on Southeast Asia will be part of the international cooperation forum, aiming to enhance industry interaction and project collaboration in the digital economy [7] - The conference is transitioning from an "industry exhibition" to a "global governance platform," with overseas venues promoting Beijing's digital transformation model [7]

Core Insights - Xuzhou is transitioning from a traditional industrial hub to a digital economy center, leveraging its geographical advantage and integrating safety into its digital city construction [1] - The collaboration between Xuzhou and Huawei Cloud focuses on building a comprehensive security operation system centered around "Security Cloud Brain" to enhance data security and resource integration [2][4] - The establishment of the "Xuzhou Government Cloud" platform aims to promote smart governance and efficient utilization of data resources, incorporating over 300 municipal projects into a unified management system [1][2] Group 1 - The "Xuzhou Action Plan for Deepening Intelligent Manufacturing Transformation (2025-2027)" emphasizes the importance of safety management and emergency response capabilities in digital transformation [1] - The partnership with Huawei Cloud has evolved from infrastructure development to a focus on security capabilities, marking a significant upgrade in their collaboration [2] - The "Xuzhou Government Cloud" has been developed to provide one-stop services for government information systems, marking the initial steps towards a digital economy [2][3] Group 2 - The "Xuzhou Government Cloud" platform has successfully established a digital foundation for the city, incorporating core components like Gaussian databases and cloud search for autonomous innovation [3] - The "Security Cloud Brain" serves as the main security operation platform, addressing the complexities of cybersecurity in the context of cloud-based governance [4][6] - The platform utilizes cloud-native architecture to manage assets and security status, creating a "digital asset map" for effective identification and remediation of security vulnerabilities [4][6] Group 3 - The "Security Cloud Brain" integrates advanced threat analysis capabilities to manage and respond to security incidents, enhancing operational efficiency [5][6] - The AI-driven approach in security operations has significantly improved the detection of vulnerabilities and potential threats, increasing operational efficiency by 60% [6][7] - A standardized emergency response model has been established, ensuring comprehensive security protection for the Xuzhou Government Cloud [7]

Group 1 - The U.S. Department of Defense and the Department of Homeland Security issued a stern warning regarding cyber threats from Iran [1]

Core Viewpoint - Israel's high-tech industry, known for its innovation and startup ecosystem, is facing significant challenges due to ongoing geopolitical conflicts and military actions, leading to economic contraction and workforce shortages [1][4][12] Group 1: Economic Impact - The GDP of Israel shrank by nearly 20% in the fourth quarter of 2023, with an annual growth rate of only 2% for that year, and a projected growth rate of just 1% for 2024 [4] - The high-tech sector, which is capital-intensive and export-oriented, has been severely affected, with declines in tourism, consumer spending, and international investment [4][9] - Approximately 8,300 high-tech workers left Israel between 2023 and 2024, representing about 2.1% of the high-tech workforce [5] Group 2: Workforce Challenges - The high-tech industry saw a 1.2% decrease in employment for the first time in a decade, with R&D positions still dominating the job market at 48.3% [5] - Many tech professionals have been called to military service, exacerbating the labor shortage [4][5] Group 3: Sectoral Resilience - Despite the overall downturn, certain sectors like semiconductors and cybersecurity are showing resilience, with Intel planning a $25 billion investment in Israel [8] - The cybersecurity sector is experiencing increased demand due to heightened security needs during the conflict, with a significant portion of venture capital directed towards it [8][9] - Agricultural technology is also performing well, with growth in orders for water-saving technologies and agricultural information systems [9] Group 4: Government and Structural Adjustments - The Israeli government is attempting to balance military service requirements with the needs of the tech sector, allowing some tech workers to defer service or work remotely [10] - Long-term strategies include promoting dual-use technologies from military to civilian applications and attracting international talent to bolster the tech ecosystem [11][12]

计算机 | 证券研究报告 — 行业周报 2025 年 6 月 30 日 强于大市 多因素催化下，网络安全景 气度有望提升 计算机行业"一周解码" 本周（6.23-6.28）网络安全指数（884133.WI）和数据安全指数（8841651WI） 上涨较多。我们认为主要催化因素包括：跨境支付通正式上线；央行将制定 新阶段金融科技发展规划，并开展数据要素试点；国泰君安获虚拟资产交易 牌，虚拟资产交易有望扩容，催生加密安全技术需求。 支撑评级的要点 (1)科大讯飞：在 2025 全球元宇宙大会上，科大讯飞副总裁于亮介绍了公 司在人工智能领域的最新成果，并表示正探索利用 AI 技术提升元宇宙交 互体验，如通过语音合成等技术让虚拟人更智能。 (2)新北洋：公告拟使用自有资金 5000 万元设立全资子公司新疆北洋海丝 数字科技有限公司，以满足业务发展和提升运营效率。 投资建议 建议关注网络安全、跨境支付等相关企业，包括安恒信息、恒宝股份、 吉大正元、南天信息等。 评级面临的主要风险 技术创新不及预期；政策推行不到位；下游需求景气度不稳定的风险。 相关研究报告 《计算机行业"一周解码"》20250623 《计算机行业"一周解 ...