Core Viewpoint - China Unicom announced its investment in the Chengtong Science and Technology (Jiangsu) Fund, contributing 100 million yuan, which represents a 10% stake in the fund [1] Investment Details - The total transaction amount is 100 million yuan, funded by China Unicom's own capital [1] - The fund primarily focuses on investments in new materials, high-end equipment manufacturing, next-generation information technology, new energy, life and health, and nuclear-related fields [1] - The fund also targets strategic emerging industry clusters and key future industries supported by Jiangsu Province [1]

每经AI快讯，世纪鼎利（SZ 300050，收盘价：5.53元）12月15日晚间发布公告称，公司第六届第十五 次董事会会议于2025年12月15日以通讯表决的方式召开。会议审议了《关于召开2025年第三次临时股东 会的议案》等文件。 2025年1至6月份，世纪鼎利的营业收入构成为：通信服务行业占比72.07%，职业教育行业占比 26.52%，其他业务占比1.41%。 截至发稿，世纪鼎利市值为30亿元。 每经头条（nbdtoutiao）——中标企业频频弃标 大型医疗设备采购有何难言之隐？ （记者 曾健辉） ...

证券日报网讯12月15日，华星创业（300025）在互动平台回答投资者提问时表示，随着国家对低空经济 战略重视程度的不断提升，顶层设计加速完善，一系列鼓励低空经济发展的政策文件相继出台，为低空 经济相关通信业务营造了有利的政策环境，因此低空经济相关通信业务会有较好的市场前景。目前公司 密切关注低空经济相关业务，积极布局。 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日通信服务板块主力资金净流出2.5亿元，游资资金净流出9868.15万元，散户资 金净流入3.49亿元。通信服务板块个股资金流向见下表： 证券之星消息，12月15日通信服务板块较上一交易日下跌1.19%，中贝通信领跌。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。通信服务板块个股涨跌见下表： ...

您知道吗？企业每天产生的数据量超过2.5 万亿字节。在这个数据量和复杂性呈爆炸式增长的时代，传统数据库已无法满足企业对信息速度、 规模和多样性的需求。而数据湖的实施正是为了解决这个问题——它提供了一个统一且可扩展的基础架构，用于存储结构化、半结构化和非结 构化数据的原始数据。 数据湖是现代分析和人工智 能的基石，能够实现实时洞察、自助式商业智能和预测建模。在本 文 中，我们将探讨数据湖的定义、构建数据湖 对企业成功的重要性，以及如何有效地设计数据湖。您还将了解到最佳实践、需要避免的常见陷阱，以及领先企业如何将数据湖转化为创新和 竞争优势引擎的真实案例。 要点总结 一个完善的数据湖能够加快分析和人工智能工作负载的洞察速度，提高可扩展性和效率。 从一开始就注重治理、元数据管理和架构设计，以确保长期成功。 如今，企业需要管理来自传感器、应用程序、客户互动和第三方系统的海量数据。相应地，传统数据库往往难以扩展或有效处理如此多样化的 数据。部署数据湖则提供了一种灵活、经济高效且面向未来的数据存储和分析解决方案。 保持业务团队和 IT 团队之间的紧密协作，以推动数据采用、建立数据信任并实现持续价值。 将数据湖视为战略资产 ...

Group 1: Macro Insights - The report highlights a significant decline in real estate sales, with both new and second-hand home sales dropping over 30% year-on-year, indicating a weak market [4][5] - Commodity prices are experiencing mixed trends, with copper prices rising strongly, while coal prices have seen a decline [4] - The automotive sector is also facing challenges, with passenger car sales in the first week of December down 32.3% year-on-year, attributed to tightened vehicle replacement subsidy policies [4] Group 2: Financial Market Performance - The A-share market is expected to transition from valuation-driven growth to earnings-driven growth in 2026, with a suggested neutral position of 80% in investment portfolios [6] - The report indicates that the overall market sentiment remains weak, with the Shanghai Composite Index experiencing a slight decline of 0.34% over the week [9] - Various sectors are showing different performance trends, with defense and military industries seeing gains, while coal and steel sectors are confirming declines [9] Group 3: Real Estate Investment Trusts (REITs) - The C-REITs market is showing mixed performance, with a total market capitalization of approximately 216.81 billion yuan, and 34 REITs increasing in value while 41 decreased [33] - The report emphasizes the potential for investment opportunities in the REITs market under a low-interest-rate environment, particularly focusing on resilient assets and quality projects [33] Group 4: Coal Industry Insights - The report notes a significant increase in U.S. natural gas prices, which is expected to drive a resurgence in coal power consumption, with coal electricity generation projected to increase by 21% year-on-year in the first quarter [35][36] - Investment recommendations include companies like China Coal Energy and Yanzhou Coal Mining, which are expected to benefit from the rising coal demand [36] Group 5: Banking Sector Analysis - Shanghai Bank reported a steady performance with a total operating income of 41.14 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 4.0% [40] - The bank's non-performing loan ratio remained stable at 1.18%, indicating solid asset quality [41] - The report highlights the bank's focus on supporting the real economy and meeting consumer needs through targeted lending strategies [42]

Core Insights - The "5G+AI Empowering a City with a Parking Lot" project, led by Zhengzhou Urban Management Bureau and in collaboration with Zhengzhou Public Utilities Investment Development Group and China Mobile Henan, won first prize at the national finals of the 8th "Bloom Cup" 5G Application Competition, marking a significant step in digital city governance and providing replicable practices for urban digital management [1] Group 1: Project Overview - The project addresses urban parking challenges in Zhengzhou, where the increasing number of vehicles has led to a growing demand for parking solutions, highlighting issues such as fragmented management and inefficient traditional systems [2] - Utilizing advanced technologies like 5G lightweight (RedCap), AI vision, and edge computing, the project aims to enhance parking service efficiency and user experience through the "Zhenghao Parking" platform [2][3] - The project represents the first large-scale commercial application of RedCap technology in the country, establishing a foundation for future smart city initiatives in Zhengzhou [3] Group 2: Management and Operational Model - The project introduces a city-wide management model for parking, led by the government and operated by Zhengzhou Public Utilities Investment Development Group, aiming to unify fragmented parking resources and improve governance [4] - It integrates over 110,000 on-street parking spaces and more than 2,700 commercial parking lots into a single network, providing comprehensive data and insights for government decision-making [4] - The "Zhenghao Parking" platform consolidates multiple system functionalities, enhancing management efficiency and providing seamless services for citizens, including real-time parking availability and payment options [4][5] Group 3: Technological Innovations and Benefits - The project employs AI algorithms for real-time monitoring and management, transitioning urban governance from manual inspections to intelligent, responsive systems [5][6] - By retrofitting existing equipment and utilizing a unified platform, the project significantly reduces costs and improves system reliability, achieving over 99% reliability and a 70% reduction in communication bandwidth costs [6] - The system's AI capabilities allow for continuous upgrades and adaptations to meet evolving urban governance needs, expanding its applications beyond parking to include waste management and other city services [6] Group 4: Future Directions - Zhengzhou plans to further develop the "5G+AI Empowering Urban Governance" approach, exploring additional applications in parking, urban management, and public services [7] - The company aims to enhance its operational and innovative capabilities in smart city construction, following a model of government leadership, state-owned enterprise implementation, and market participation [7]

天眼查资料显示，超讯通信成立于1998年08月28日，注册资本15758.6796万人民币，法定代表人梁建华，注册地址为广州市天河区高普路1025号4楼401室。 主营业务为智算业务和信通业务。 目前，公司董事长为梁建华，董秘为卢沛民，员工人数为2390人，实际控制人为梁建华。 公司参股公司25家，包括云聪数智（广州）科技有限公司、Super Al Technology Co.,Limited、超讯数字科技有限公司、超讯能源科技（广东）有限公司、超 讯智联（成都）科技有限公司等。 在业绩方面，公司2022年、2023年、2024年和2025年前三季度营业收入分别为20.26亿元、24.45亿元、16.73亿元和17.78亿元，同比分别增长36.55%、 20.69%、-31.57%和79.63%。归母净利润分别为1518.96万元、1878.81万元、-6176.21万元和5987.34万元，归母净利润同比增长分别为106.58%、 23.69%、-428.73%和135.48%。同期，公司资产负债率分别为85.26%、84.82%、90.58%和85.56%。 在风险方面，天眼查信息显示，公司自身天眼风险3 ...

12月12日晚间，超讯通信（603322）公告，公司近日收到中国证券监督管理委员会广东监管局出具的警示函。根据现场检查，发现公司在收入核算、定期 报告收入跨期核算和内部控制方面存在多个问题： 一、收入核算不准确问题。超讯通信2023年和2024年前三季度对定制算力服务器业务采用总额法确认收入，但公司实际以通知发货的形式要求供应商直接 将商品运送至客户处，有关商品运输由上游供应商承担，公司没有通过重大服务将该产品与其他商品整合再出让给客户，公司在该业务中应当被认定为代 理人，按照净额法核算相关收入。 二、定期报告收入跨期核算问题。超讯通信2024年7月、8月向客户交付两批算力服务器并获取了客户签收单据，由于业务人员未及时在产值系统中提交交 货数据，导致公司2024年前三季度少计营业收入和营业利润。 三、内部控制不规范。客户信用管理内部控制存在缺陷。超讯通信在GPU购销业务和定制型算力服务器业务中对同一客户的授信额度过大，与有关客户的 经营实力和资信状况不匹配，且长期对应收账款和其他应收款的账期管理过于宽松，未采取实质有效措施追回欠款，导致公司被供应商起诉并冻结银行账 户，影响日常经营运作。此外，违反不相容职务分 ...

整体来看，调整后，相关指数纳入更多新兴产业龙头，科技属性进一步增强。例如，本次调整后，创业 板指战略性新兴产业权重占比93%，新一期样本公司前三季度研发费用同比增速为13%，研发费用占营 业收入比重为5%，其中30家公司研发强度超10%。创业板50战略性新兴产业权重达98%，其中以人工智 能、芯片、光模块等为代表的新一代信息技术产业占比达45%。又如，在沪深300指数、中证500指数、 中证1000指数调整后，科创板及创业板样本合计数量分别增加3只、6只、9只，科创、创新属性进一步 增强。 12月12日收市后，上证50、科创50、中证A50等指数的样本调整正式生效。 根据此前公告，上证50指数更换4只样本，上证180指数更换7只样本，上证380指数更换38只样本，科创 50指数更换2只样本，沪深300指数更换11只样本，中证500指数更换50只样本，中证1000指数更换100只 样本，中证A50指数更换4只样本，中证A100指数更换6只样本，中证A500指数更换20只样本。 其中，上汽集团（600104）、北方稀土（600111）、华电新能（600930）、中科曙光（603019）调入上 证50指数；翱捷科技 ...