Group 1 - The core viewpoint of the news is that Inspur Software Technology Co., Ltd. has applied for a patent related to a method and device for optimizing multi-table parallel queries, indicating its focus on software development technology [1] - The patent application was filed on March 2025, with the publication number CN120316131A, showcasing the company's ongoing innovation efforts in the software sector [1] - The patent involves a multi-threading approach using Java technology, which includes several components such as DataCallable for multi-threading, OffsetPageDomain for pagination conditions, and MultipleTableQueryService for overall process control [1] Group 2 - Inspur Software Technology Co., Ltd. was established in 2020 and is located in Jinan, primarily engaged in software and information technology services [2] - The company has a registered capital of 3.8 billion RMB and has made investments in 75 enterprises, indicating its active role in the market [2] - Inspur has participated in 4,023 bidding projects and holds 828 patent records, reflecting its significant engagement in innovation and competitive activities [2]

金十数据7月17日讯，国家知识产权局局长申长雨17日在国新办新闻发布会上表示，我国数字领域和医 疗领域创新热潮高涨。今年上半年，国内有效专利增速排名前三位的领域是：信息技术管理、计算机技 术和医学技术，分别同比增长34.1%、22.7%和19.8%，远高于国内有效发明专利的平均增速。 （新华财 经） 国家知识产权局：我国数字领域和医疗领域创新热潮高涨 ...

Group 1 - Tencent Technology (Shenzhen) Co., Ltd. has applied for a patent titled "A Method, Device, Electronic Equipment, and Storage Medium for Processing Tenant Requests," with publication number CN120315847A and application date of January 2024 [1] - The patent application relates to the field of data processing technology, specifically a method for processing tenant requests that involves sorting and controlling access to requests from multiple tenants to ensure fair resource allocation [1] - The method includes receiving business processing requests through internally deployed middleware after a business server is selected from distributed candidate servers, and processing these requests based on a predetermined filtering condition [1] Group 2 - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is primarily engaged in software and information technology services, with a registered capital of 2 million USD [2] - The company has made investments in 15 enterprises, participated in 260 bidding projects, and holds 5000 trademark and patent records, along with 472 administrative licenses [2]

天眼查资料显示，深圳市元征科技股份有限公司，成立于1993年，位于深圳市，是一家以从事软件和信 息技术服务业为主的企业。企业注册资本41578.81万人民币。通过天眼查大数据分析，深圳市元征科技 股份有限公司共对外投资了21家企业，参与招投标项目135次，财产线索方面有商标信息220条，专利信 息2977条，此外企业还拥有行政许可15个。 专利摘要显示，本申请公开了一种基于诊断日志策略的车辆诊断数据传输方法、装置、设备及介质，涉 及计算机技术领域。包括：对目标诊断设备进行监控，若检测到目标诊断设备执行故障诊断操作，则获 取目标诊断设备进行故障诊断的过程中生成的诊断日志文件；从诊断日志文件中确定目标诊断日志文 件，并将目标诊断日志文件存储到预设存储空间中；对预设存储空间中的数据进行监测，若检测到预设 存储空间中存在新生成的诊断日志文件，则将新生成的诊断日志文件传输到目标客户端，以便目标客户 端基于诊断日志文件对故障诊断操作中存在的异常情况进行响应。由此能够在车辆诊断出现异常情况 时，实现对异常状态的快速响应，提高车辆的诊断效率。 作者：情报员 金融界2025年7月17日消息，国家知识产权局信息显示，深圳市元征科 ...

Core Insights - The event during the third China International Supply Chain Expo focuses on deepening international cooperation in supply chains between China and Thailand, coinciding with the 50th anniversary of diplomatic relations between the two countries [1][2] - Shandong Province is highlighted as a key player in China's economic landscape, with a robust industrial system and significant trade achievements, including a total revenue of nearly 12 trillion RMB and an export value exceeding 2 trillion RMB in 2024 [1][2] Group 1: Trade and Economic Cooperation - The bilateral trade between Shandong and Thailand reached 74.6 billion RMB in 2024, marking a year-on-year increase of 10.8% [2] - Shandong has invested over 480 million USD in 33 enterprises in Thailand, showcasing successful local cooperation [2] - Thailand's exports to Shandong include rubber, fruits, and electrical appliances, while Shandong exports machinery and chemical products to Thailand, indicating a complementary trade relationship [2] Group 2: Industry and Investment Opportunities - Shandong's industrial chain advantages include 19 provincial-level signature industrial chains covering AI, new energy vehicles, and high-end equipment, with a revenue of nearly 11 trillion RMB in 2024 [4] - The production of new energy vehicles in Shandong increased by 145% year-on-year, positioning the province for collaboration in automotive parts and digital technology with Thailand [4] - Thailand is offering competitive tax and non-tax incentives to attract investors, aiming to enhance business viability and streamline operational processes for enterprises [4] Group 3: Event Significance and Participation - The expo serves as a crucial platform for international business connections, with 35% of exhibitors coming from overseas and participation from over 110 international organizations and enterprises [3][5] - The event emphasizes the transition from traditional trade to deep integration of industrial chains between Shandong and Thailand, particularly in emerging sectors like green energy and digital technology [6]

7月12日，以"共筑绿色算力大生态 共创人工智能新未来"为主题的2025绿色算力（人工智能）大会 在呼和浩特举行，旨在服务好国家"东数西算"战略，合力打造全国绿色算力保障基地，着力构筑人工智 能产业创新生态，加快发展新质生产力。主论坛后，九场专题会议相继举办。其中，紫光股份旗下新华 三集团主办"算力×联接：筑基北疆绿色算网 智拓AI云谷未来"专题会议，探讨AI技术、智算中心打造、 算力调度等技术与实践，展望智算产业与人工智能产业发展趋势。会上，新华三与多家伙伴共同成立新 华三区域智算联盟，并联合多位合作伙伴成立新华三区域国产化联盟，旨在进一步整合智算产业优势资 源，助推区域科技创新。 化专业人才队伍培养等方面发力，助力呼和浩特现代化区域中心城市的建设，为'中国云谷'迈向'世界算 谷'提供坚实支撑。" 新华三集团高级副总裁、技术委员会副主席刘新民指出，随着AI大模型不断发展，从预训练向后 训练及推理阶段延伸，算力需求呈爆发式增长态势。海外纷纷打造超大规模算力集群，提供超大算力面 临诸多挑战，算网高效协同变得至关重要。需要实现万卡高速互联，确保并行算法的多样性与有效性， 同时要可靠自动运维、加强安全防护等，还需不 ...

各位投资的朋友们大家好我是霍天福基金指数与量化投资部的基金经理乐无穷那么今天也是非常高兴能跟大家一起分享一下我们最近港股的一些观点如果复盘今年上半年刚刚这个半年度过去大家可能已经看到了很多这个上半年的基金业绩的排名包括指数的排名的总结那上半年呢显然是这个医药的这个天下这个各种排名都是医药类的基金进行的一个霸榜 那么其实医药在这个二二四年底之前其实一直还是处于相对一个低迷的一个状态的那我们说今年一季度最火的这个板块其实是港股的科技啊特别整个港股的贝塔在整个今年上半年都受到了大家的关注那么南向资金的加速流入啊包括这个整个中国科技资产的重估都是 一季度以来非常火热的一个话题那今年上半年的港股为什么会有这样的一个变化其实我也想跟大家有一些分享 整个回顾来看其实一季度的话科技行情为主那么在3月份的时候达到一个高点4月份的时候大家会看到是发生了我们说的关税的外部冲击对等关税的政策也不叫落地叫宣布之后就在4月初宣布之后整个全球市场都受到了很大的影响包括港股A股和海外市场都有不同程度的下挫 但这次的下挫呢我们看到是修复的还相对比较快啊就是下挫的程度比较深但是反应很迅速但是我们在后面看到了这个反弹慢慢的这个回升的这个程度也是逐 ...

Core Viewpoint - The company Yuanwanggu (002161.SZ) announced a plan to issue shares to specific investors, aiming to raise no more than 300 million yuan for various projects, including RFID electronic tag production and a new innovation center in Xi'an [1][4]. Fundraising and Project Allocation - The total amount to be raised is capped at 30 million yuan, which will be allocated to the following projects: - RFID electronic tag production line construction: 165.295 million yuan out of a total investment of 183.5598 million yuan - Xi'an Innovation Industry Center construction: 37.52 million yuan out of a total investment of 68.7395 million yuan - RFID electronic tag chip process upgrade: 66.45 million yuan out of a total investment of 67.9875 million yuan - Supplementing working capital: 30.735 million yuan [3][4]. Issuance Details - The issuance will target no more than 35 specific investors, including qualified institutional investors and other legal entities [3][4]. - The shares will be domestic RMB ordinary shares (A-shares) with a par value of 1.00 yuan each, and the issuance will be completed within ten working days after the registration decision by the China Securities Regulatory Commission [4][5]. Shareholder Structure and Control - As of the announcement date, the total share capital of the company is 739,757,400 shares, with actual controllers Xu Yusuo and Chen Guangzhu holding a combined 20.02% of the shares [5]. - The issuance is not expected to change the control of the company, as the actual controllers will still maintain their positions post-issuance [5]. Financial Performance - The company forecasts a net profit attributable to shareholders of 60 million to 85 million yuan for the first half of 2025, representing a year-on-year growth of 35.06% to 91.34% [5][6]. - The net profit after excluding non-recurring gains and losses is projected to be between 9.5 million and 14 million yuan, a significant improvement from a loss of approximately 1.99696 million yuan in the same period last year [5][6].

1950 年代，海外航司开始使用计算机系统管理机票预订，随后发展成为面向机票代理人的GDS系统， 逐步形成了"高收费→高返点→旅行社偏好→份额扩大→更高收费"的机票销售模式，各家GDS 系统在 市场化竞争中成为区域垄断的售票平台，并且扩展航旅产业链相关辅业。中国航信生长于民航一体化的 年代，成立之后一直是国内航司机票销售的基础设施，垄断国内民航客运市场，但价格受到民航局监 管。中国航信的预定规模已经成为全球第一，由于预定价格远低于海外，营业收入和预定收入规模低于 海外GDS，辅业收入占比与海外GDS 大致相当。 中国航信只是一家"小公司"，营业收入仅占航空公司营业收入的1%，但却解决了信息技术服务的"大问 题"，国内民航客运的市占率超95%，中国跨境客运的市占率约80%。中国航信的预定价格低于海外 GDS，而且伴随着业务量的增长持续下降，但商业模式的永续性更强大。 中国航信通过设立分子公司的方式开拓辅业，系统集成、数据网络及技术服务都是资源和能力变现的结 果，伴随着机场建设和客流增长，辅业收入仍有较大增长潜力，但是由于相关业务竞争激烈，盈利的贡 献很难看到较大弹性。我们建议关注航旅纵横、支付业务及差旅供应链金 ...

Group 1: Economic Growth of the Service Sector - The service sector maintained a rapid growth rate, with a value added of 39,031.4 billion yuan in the first half of the year, representing a year-on-year increase of 5.5% [2] - The contribution rate of the service sector to national economic growth was 60.2%, an increase of 5.8 percentage points compared to the same period last year [2] - In the second quarter, the service sector's value added accelerated to 195,172 billion yuan, with a year-on-year growth of 5.7% [2] Group 2: High-Quality Development and New Momentum - Modern service industries, such as information technology and business services, showed strong growth, with value added increasing by 11.1% and 9.6% respectively in the first half of the year [3] - The combined value added of these sectors contributed 1.7 percentage points to the overall growth of the service sector [3] - High-tech service industries saw significant investment growth, with fixed asset investment in high-tech services increasing by 8.6% year-on-year [4] Group 3: Service Consumption Trends - Service consumption showed steady improvement, with service retail sales growing by 5.3% year-on-year, outpacing the growth of goods retail sales [5] - Online retail sales increased by 8.5% year-on-year, indicating a positive trend in new business models such as instant retail and live e-commerce [5] - Cultural and tourism services also experienced significant growth, with transaction volumes increasing by 31.9% and 7.4% respectively [5] Group 4: International Trade and Investment in Services - The total import and export value of service trade reached 32,543.6 billion yuan, a year-on-year increase of 7.7% [6] - The actual use of foreign capital in the service sector was 259.64 billion yuan, accounting for over 70% of total foreign capital utilization [6] - The e-commerce service industry saw a remarkable increase in foreign investment, growing by 146% year-on-year [6] Group 5: Market Sentiment and Future Outlook - The business activity index for the service sector remained above the critical point, averaging 50.2, indicating expansion [8] - The business activity expectation index averaged 56.7, reflecting a positive market sentiment [8] - The service sector is expected to continue its upward trend, but external uncertainties remain, necessitating further policy support to strengthen domestic circulation and enhance service quality [8]