Core Viewpoint - The China Securities Digital Economy Theme Index has shown a decline of 0.14% recently, reflecting the overall performance of listed companies involved in the digital economy sector [1][2]. Group 1: Index Performance - The China Securities Digital Economy Theme Index has decreased by 6.42% over the past month, increased by 6.35% over the last three months, and has risen by 1.24% year-to-date [2]. - The index was established on December 30, 2016, with a base point of 1000.0 [2]. Group 2: Index Composition - The top ten weighted companies in the index are: Dongfang Caifu (8.13%), SMIC (6.58%), Huichuan Technology (5.65%), Northern Huachuang (5.27%), Cambricon (5.01%), Haiguang Information (4.96%), Weir Shares (4.17%), Hikvision (4.15%), Zhongke Shuguang (3.59%), and iFlytek (3.35%) [2]. - The index's holdings are divided between the Shanghai Stock Exchange (50.40%) and the Shenzhen Stock Exchange (49.60%) [2]. Group 3: Industry Breakdown - The industry composition of the index shows that Information Technology accounts for 78.28%, Finance for 8.13%, Industry for 7.87%, Communication Services for 3.79%, and Consumer Discretionary for 1.93% [2]. Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - Public funds tracking the digital economy include: Pengyang China Securities Digital Economy Theme Link A, Pengyang China Securities Digital Economy Theme Link C, Huaan China Securities Digital Economy Theme Link A, Huaan China Securities Digital Economy Theme Link C, Huaan China Securities Digital Economy Theme ETF, and Pengyang China Securities Digital Economy Theme ETF [3].

Core Viewpoint - The company has successfully completed a share repurchase program, utilizing both self-owned funds and a special loan for the repurchase, aimed at employee stock ownership plans or equity incentives [2][4][6]. Group 1: Share Repurchase Approval and Plan - The company approved a share repurchase plan on September 30, 2024, allowing for the repurchase of shares at a price not exceeding RMB 19.05 per share, with a total fund range of RMB 20 million to RMB 30 million [2]. - The repurchase period is set for 12 months following the approval from the shareholders' meeting [2]. Group 2: Adjustment of Funding Sources - On November 11, 2024, the company adjusted the funding sources for the repurchase from "self-owned funds" to include "self-raised funds and self-owned funds" [3]. - The company secured a special loan commitment from China Construction Bank for up to RMB 21 million specifically for the share repurchase [3]. Group 3: Implementation of Share Repurchase - The company initiated its first share repurchase on November 21, 2024, acquiring 159,100 shares [4]. - By December 17, 2024, the cumulative repurchased shares reached 1% of the total share capital [4]. - As of the announcement date, the company had repurchased a total of 1,080,000 shares, representing 1.2892% of the total share capital, with a total expenditure of RMB 20,319,609.28 [4][5]. Group 4: Handling of Repurchased Shares - The repurchased shares will be used for equity incentives or employee stock ownership plans, and during the holding period, these shares will not have voting rights or profit distribution rights [6]. - If the shares are not utilized within three years, the company will follow legal procedures to reduce its registered capital [6].

金融界4月1日消息，A股三大指数收盘涨跌不一，中证沪港深500下游指数 (沪港深500下游，H30563)报 4779.69点。 数据统计显示，中证沪港深500下游指数近一个月上涨0.99%，近三个月上涨12.97%，年至今上涨 12.97%。 据了解，"中证沪港深主题指数系列基于中证沪港深互联互通综合指数样本和中证沪港深 500 指数样 本，同时结合中证行业分类的主题定义，选取相应主题指数样本，从多种主题投资的角度反映了在沪港 深三地上市的互联互通范围内证券的整体表现。"该指数以2004年12月31日为基日，以1000.0点为基 点。 资料显示，该指数系列样本每半年调整一次，样本调整实施时间分别为每年6月和12月第二个星期五的 下一交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个 定期调整日前，权重因子一般固定不变。特殊情况下将对该指数系列样本进行临时调整。当样本退市 时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处 理。当中证沪港深互联互通综合指数和中证沪港深500指数样本发生变动时，将进行相应调整。 从中证沪港深500下游指数 ...

全球劳动力市场正经历着前所未有的变革，其中AI的影响力最为关键。 近期，世界经济论坛（WEF）发布了《2025年就业前景报告》，这份报告汇集了全球1000多家企业的观点，共 同探讨了AI技术变革、人口结构变化、绿色转型等宏观环境下就业和技能需求的改变，以及企业在未来五年可 以采取的劳动力转型策略，为我们描绘了一个充满机遇与挑战的未来工作图景。 本文将综合分析这份报告以及相关研究，探讨AI如何重塑未来的工作环境，并为企业和HR管理者提供应对策 略。 1 科技对未来就业的影响最大 在《2025年就业前景报告》中提到， 科技将成为塑造劳动力市场最具颠覆性的力量，超过所有其他宏观就 业创造和替代趋势 。 根据世界经济论坛的报告，受以下因素推动，全球就业前景预计到2030年将净增加7800万个工作岗位： • 新兴行业和科技领域将新增1.7亿个工作岗位。 不仅如此，随着机器人和自动化系统等技术的迅猛发展，编程技能以及对自动化技术的适应能力正变得愈 发关键。各行各业若想保持竞争力，就需积极招募具备核心技术能力的人才，以更好地实现人与先进系统 的无缝协作。 来源：世界经济论坛《2025就业前景报告》 • 现有9200万个工作 ...

Group 1 - The Chief Executive of Macau, Ho Iat Seng, will present the 2025 Policy Address on April 14, outlining a roadmap for high-quality development under the "One Country, Two Systems" framework [1] Group 2 - China National Offshore Oil Corporation (CNOOC) has discovered a billion-ton oil field in the eastern South China Sea, with a daily production of 413 barrels of oil and 68,000 cubic meters of natural gas [2] - This discovery marks the first billion-ton offshore deep-layer oil field in China, significantly contributing to the country's energy security [2] Group 3 - Hong Kong's retail sales value in February was estimated at HKD 29.4 billion, a year-on-year decline of 13%, with a 15% drop in sales volume after adjusting for price changes [3] - The first two months of the year typically see fluctuations due to the Lunar New Year, with a combined sales value decline of 7.8% compared to the same period last year [3] - Future prospects for Hong Kong's retail sector may improve due to measures from the central government to boost the economy and ongoing efforts to promote tourism [3] Group 4 - Three districts in Shenzhen, namely Nanshan, Baoan, and Longgang, have been ranked among the top 10 most valuable investment districts in China, with significant financing activity in electronic information, healthcare, and advanced manufacturing [4] - These districts have shown notable achievements in upgrading traditional industries and nurturing emerging sectors, reflecting the integration of Shenzhen's industrial ecosystem with capital [4] Group 5 - The Shenzhen Component Index closed at 10,504.33 points, down 0.97% on March 31 [5] Group 6 - The top gainers in the Shenzhen market included C रू गए at 55.58 CNY with a 25.04% increase, and 新铝时代 at 74.10 CNY with a 20% increase [6] - The top losers included *ST 嘉寓 at 0.43 CNY with a 20.37% decrease, and 创意信息 at 7.34 CNY with a 20.04% decrease [6]

Group 1 - ST Yilianzhong's stock closed at 3.9 yuan, up 3.17%, with a latest price-to-book ratio of 5.86 and a total market value of 1.677 billion yuan [1] - The net inflow of main funds on March 26 was 3.1041 million yuan, with a total inflow of 6.3381 million yuan over the past five days [1] - The company specializes in digital medical insurance, digital healthcare, digital social security, digital technology, and digital services [1] Group 2 - For the third quarter of 2024, the company reported operating revenue of 335 million yuan, a year-on-year decrease of 29.72%, and a net loss of approximately 67.99 million yuan, a year-on-year decline of 153.10% [2] - The company's sales gross margin was 46.38% [2] - The company has received several awards for its blockchain technology achievements and digital healthcare innovations [1][2]

本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 捷顺科技: 关于全资子公司增减资的公告 证券代码：002609 证券简称：捷顺科技 公告编号：2025-009 深圳市捷顺科技实业股份有限公司 注册资本：5,000万元人民币 本次增资事项已经董事会战略委员会审议通过，在董事会审批权限范围内， 无需提交公司股东大会审议。 企业类型：有限责任公司(自然人投资或控股的法人独资) （一）智城科技基本信息 企业名称：捷顺智城科技（深圳）有限公司 统一社会信用代码：91440300MA5G5FK65E 深圳市捷顺科技实业股份有限公司（以下简称"公司"）于 2025 年 3 月 25 日第六届董事会第十七次会议，审议通过了《关于对全资子公司增资的议案》、 《关于对全资子公司减资的议案》。现将有关事项公告如下： 一、增资概述 基于公司战略发展及实际经营需要，同意以自有资金对全资子公司捷顺智城 科技（深圳）有限公司（以下简称"智城科技"）增资人民币15,000万元，增资完 成后，智城科技注册资本由人民币5,000万元增至20,000万元，公司仍持有其100% 股权。 注册地址：深 ...

文 | 银行螺丝钉 （转载请注明出处） 有朋友问， MSCI质量、红利质量、500质量成长、300质量成长低波···有何区别？ 不同的质量指数有啥特点，当前估值如何？有哪些对应的指数基金可以选择呢？ 针对大家的这些疑问，螺丝钉也通过直播课，进行了讲解。 长按识别下面二维码，添加 @课程小助手 微信，回复「 0307 」即可观看直播回放。 （提示：回复后可以耐心等待几秒哦～） 质量策略指数：挑选高ROE的股票 A股常见的指数，主要分为四类： 宽基指数、策略指数、行业指数和主题指数。 其中，策略指数大多是历史上一些投资大师或机构，所采用的经典投资策略。 将这些策略的规则进行提炼，就得到了策略指数。 主流的有6大策略： 除了这6大类之外，还有一些后起之秀，比如基本面、护城河、自由现金流、ESG等策略。 未来这些策略的规模发展壮大，也可能成为主流策略指数。 其中，质量策略指数就属于策略指数中的一类。 通常是挑选高 ROE 的股票。 ROE=盈利/净资产，代表净资产收益率，可以衡量上市公司运作资产的效率。 ROE越高，代表公司运作资产的效率越高。 巴菲特以前就提到过："如果非要我选择用一个指标进行选股，我会选择ROE" ...

Group 1: Asset Structure - The asset structure of Chinese technology assets shows that A-shares are more focused on manufacturing, while Hong Kong and US stocks lean towards internet software services and new energy vehicle sectors [9][10][11] - In A-shares, technology assets account for nearly 50% of the market, with hardware and electrical equipment dominating [9] - In Hong Kong, technology assets represent 61% of the market, with a balanced distribution between technology services and manufacturing [10] - In the US, technology assets account for approximately 92% of the market, predominantly in software services and internet companies [11] Group 2: Performance Comparison - Since 2024, the revenue and profit growth rates of technology assets in Hong Kong and the US have surpassed those in A-shares, with ROE_TTM also beginning to exceed A-shares [21][22] - As of Q3 2024, the revenue growth rates for A-shares, Hong Kong, and US-listed Chinese technology assets were 3.5%, 7.5%, and 14.1% respectively, while net profit growth rates were -11.3%, 31.2%, and 76.1% [23] - The profitability of technology assets in Hong Kong and the US is significantly higher, particularly in the software services and media sectors, compared to A-shares [32][33] Group 3: Valuation Comparison - The valuation of A-shares is generally lower than that of Hong Kong and US stocks, with A-share technology indices trading at historical averages [6][21] - As of March 11, 2025, the PE ratios for A-shares' ChiNext 50 and Sci-Tech Innovation 50 indices were 32x and 41x, while Hong Kong's Hang Seng Tech index was at 25x [21] - The PS ratios for A-shares' Sci-Tech 50 and Sci-Tech 100 indices were 5x and 6.8x, indicating a potential for upward valuation adjustments [21] Group 4: Investment Outlook - The report suggests that the revaluation of Chinese technology assets is expected to continue, with each market having its unique advantages [5][21] - The ongoing support for technological innovation from government policies, particularly in AI and robotics, is anticipated to drive further interest in these assets [5][21]

Core Viewpoint - The article emphasizes the launch of a new integrated teaching and research training platform by Moer Elite and Deepin Technology, aimed at addressing the challenges faced by educational and research institutions in the digital transformation era [1][2]. Group 1: Industry Pain Points - The education and research sectors are experiencing significant challenges due to outdated information infrastructure, including hardware silos, insufficient computing power, complex storage systems, and a lack of practical training applications [3][4]. - Hardware silos lead to high operational costs and complexity due to the deployment of servers, storage, and networks from different vendors [3]. - Traditional servers are unable to meet the high computing demands of big data and AI, resulting in inadequate performance for concurrent and multi-tasking needs [3]. - The growth of data has made traditional storage systems difficult to scale, leading to increased management costs [3]. - There is a lack of accompanying research training software, which hampers the ability to provide a comprehensive teaching and practical environment for students and researchers [3]. Group 2: Integrated Platform Features - The new integrated platform combines high-performance computing, elastic storage, and training software to provide a "turnkey" solution for educational and research institutions [3][4]. - Deepin Technology's Hyper-Converged Infrastructure (HCI) consolidates servers, storage, and networks into a unified resource pool, offering lower costs, higher resource utilization, and greater reliability compared to traditional systems [6][7][8][9][10]. - The platform allows for easy deployment and management, enabling educators and researchers to focus on teaching and research rather than hardware maintenance [11]. Group 3: Software Integration - Moer Elite's research training software is designed to work seamlessly with Deepin Technology's hardware, enhancing the platform's capabilities and fostering academic innovation [18]. - The software provides comprehensive training content and resources for various disciplines, including chip design and AI, and supports customized tools for research institutions [19][20]. Group 4: Advantages of the Integrated Machine - The integrated machine offers convenient deployment, flexible expansion, simplified management, high cost-effectiveness, and robust security features [21][22][23][24][25]. - It supports a wide range of educational and research scenarios, from small-scale projects to large-scale simulations, ensuring that institutions can adapt to varying data and computing needs [26][29]. Group 5: Future Outlook - The integrated teaching and research training platform is positioned to significantly reduce deployment and operational costs while enhancing the quality of education and research [31][32].