（记者 胡玲） 每经AI快讯，万达信息（300168.SZ）12月23日在投资者互动平台表示，万达信息垂类大模型聚焦医疗 健康领域，可运用于辅助医疗和公共卫生等多个场景。精准健康认知计算系统——灵素融入OCR和大 模型能力，可以提供多项检后健康管理智能服务，包括体检报告的识别检测、报告解读及健康干预。白 泽晓医疗大模型结合医疗公卫、健康管理等服务需求，在实时知识问答、事件与病历内容理解、多模态 病历生成、辅助诊疗决策及专病健康管理等各类应用场景创新赋能，有面向B端和C端的应用，目前已 在多家医院试点使用。 ...

Core Insights - The article discusses the challenges faced in managing large-scale construction projects, particularly the issues of information transmission and precision loss in the construction site environment [2][5][6] - It highlights the introduction of "Honghu CAD" as a solution to improve collaboration and efficiency in project management, transforming static drawings into dynamic, interactive tools [25] Group 1: Key Pain Points - The primary pain points in construction project management include severe information degradation during transmission and a lack of precision in execution [2] - Two critical scenarios are identified: the need for precise detail drawings and the challenges in on-site collaboration and instruction execution [4][5] - Traditional processes are inefficient, leading to delays and errors due to poor communication and feedback loops [6][7] Group 2: Breakthrough Opportunity - The introduction of "Honghu CAD" was suggested during a project review meeting as a means to address the "last mile" issues in drawing collaboration and rapid output [8] - The software has a significant user base and offers a free trial, making it an attractive option for project managers [8] Group 3: Practical Transformation - The implementation of Honghu CAD in the steel reinforcement engineering of a bridge project demonstrated a shift from serial approval processes to parallel collaboration [10] - Features such as multi-image reference, intelligent drawing tools, and compliance with national standards significantly enhance drawing accuracy and efficiency [12][13] Group 4: Strategic Value - Honghu CAD provides four strategic values: enhancing efficiency, mitigating risks related to cost and quality, balancing team capabilities, and aligning with national strategic goals for information technology innovation [17][18][19][20] - The software's ability to ensure all team members work from the latest visualized drawings helps prevent errors and improves overall project management [18] Group 5: Actionable Guidelines for Management - Recommendations for managers include conducting collaborative pressure tests, calculating comprehensive costs, gathering feedback from frontline workers, and assessing the long-term capabilities of the software provider [21][22][24] - These steps are crucial for ensuring that the chosen software effectively addresses the challenges of construction project management [21][22]

针对开发者比较关注的HarmonyOS开放能力，华为专家详细介绍了：推送服务、华为账号服务、性能分析服务、统一扫码服务、地图服务、实况窗服务、 协同服务、任务并发调度服务，并结合河南省本地生活、金融、阅读等领域的应用案例，呈现HarmonyOS创新特性如何优化用户体验。例如：生活服务类 应用通过实况窗实时同步服务信息，新闻阅读类应用借助协同服务实现多设备无缝衔接。 作为鸿蒙应用开发提质增效的重要补充，华为专家还结合案例政务、文旅、金融等应用案例介绍了赋能行业应用开发更便捷、更高效的11大垂直行业的解决 方案。从设计开发到商业落地，从优化创新到体验升级，HarmonyOS开放能力能帮助开发者快速实现技术适配，为用户带去更智能、更便捷的场景体验。 在服务分发上，元服务凭借轻量化、即用即走的特性，解决了传统应用的高门槛与低留存痛点。用户高频需求如快递查询、餐饮点单等，可通过系统级入 口，如负一屏、小艺语音实现"服务找人"，日均触达用户超亿。此外，华为专家还介绍了鲸鸿动能作为鸿蒙生态智能营销平台带来的新体验。依托 HarmonyOS 开放能力优势，鲸鸿动能整合跨屏、跨域、跨场的全域流量资源，让信息"适时而现""适需而 ...

Core Viewpoint - DingTalk has launched its AI hardware, DingTalk Real, aimed at enhancing enterprise productivity through advanced data management and internal network capabilities [3][5]. Group 1: Product Launch - DingTalk introduced DingTalk Real, which includes components such as Real Entity, Real Data, and Real Time, designed for internal network deployment [3][5]. - The hardware can access both internal enterprise data and public data, as well as facilitate external network access [3][5]. - An accompanying software, Enterprise Agent OS, was also released, which is managed by the Wukong application [3][5]. Group 2: Safety Features - In case of uncontrollable situations, DingTalk has implemented an emergency feature that allows for power disconnection [3][5].

Group 1 - The core point of the news is that Han Yi Co., Ltd. experienced a stock decline of 5.21%, with a current share price of 36.94 yuan and a total market capitalization of 3.694 billion yuan [1] - The company, established on September 4, 1993, specializes in font design, font library software development and licensing, technical services related to font libraries, visual design services, and IP productization [1] - The revenue composition of the company includes 68.01% from font library software licensing, 23.20% from internet platform licensing, 6.15% from technical services, 1.75% from IP products and licensing, and 0.87% from other technical services [1] Group 2 - Among the top ten circulating shareholders of Han Yi Co., Ltd., one fund from Huaxia Fund, Huaxia Industry Prosperity Mixed A (003567), entered the list in the third quarter, holding 2.23% of the circulating shares [2] - The estimated floating loss for Huaxia Industry Prosperity Mixed A today is approximately 4.2839 million yuan [2] - The fund has a total scale of 8.972 billion yuan and has achieved a return of 56.22% this year, ranking 774 out of 8088 in its category [2]

Group 1 - The core theme of the articles highlights China's economic resilience and innovation as it transitions towards high-quality development, with a focus on technology, advanced manufacturing, and modern infrastructure [1] - In 2025, effective investments are increasingly directed towards key areas such as technology, advanced manufacturing, modern infrastructure, and public welfare, with consumer spending playing a stabilizing role [1] - The integration of artificial intelligence (AI) into various sectors is emphasized, with China positioning itself as a key player in the global AI landscape through policy guidance and market scale [1] Group 2 - The eighth "New Award" list has been launched, showcasing over a hundred companies that exemplify resilience and innovation in the current economic climate [2] - The awards recognize various categories, including new consumption, AI interaction innovation, user experience, and investment potential, highlighting the diverse landscape of emerging companies [3][5] - Notable companies and individuals are acknowledged for their contributions to innovation and market development, reflecting the dynamic nature of the Chinese economy [7]

日前，苹果公司宣布：为提升广告主投放效率，将于2026年起在App Store搜索结果页面增设更多广告位。 这是苹果公司进一步增进App Store吸金能力的最新动作，这也将这打破当前App Store仅顶部展示1条广告的限制。 苹果表示新增广告位将位于搜索结果列表中下部，并以"蓝色广告标签"明确标识。 但这步棋于苹果而言，却需要把握好商业利益获取与用户体验、社区公平之间的危险平衡。 一、App Store竞价广告，一门几乎躺赚的好生意 于现实而言：以苹果高达数十亿的设备规模而言，现在进一步开放对众多用户而言的应用唯一应用下载渠道——App Store的广告位，毫无疑问将进一步 提升App Store的吸金能力，自然是一门一本万利、躺着赚钱的好生意。 这于进一步增进服务营收而言，是大有裨益。 那么此后用户在搜索之后，误下载应用的可能性是否会进一步提升，甚至有没有可能会出现李逵与李鬼的闹剧？又是否会让那些因iOS系统安全、纯净、 无广告而选择苹果的用户感到失望？ 如我们所见：由订阅服务（Apple One）、广告收入（Apple 搜寻引擎与 App Store）与手续费收入（App Store）所组成的服务营收 ...

Group 1 - The core viewpoint of the article is that 博思软件 has established a branch in Hainan, engaging in various business activities related to financial electronic invoices, performance evaluation, and digital procurement [1] - 博思软件's clients in Hainan include government finance departments, hospitals, and other administrative and public institutions [1] - The company expresses gratitude for investor interest in its operations in Hainan [1]

Core Viewpoint - The article explores the evolving needs of young users regarding mobile applications, emphasizing the importance of app performance, user experience, and the integration of features within the HarmonyOS ecosystem [2][68]. Group 1: Young Users' App Preferences - Young users primarily engage with social communication, audio-visual entertainment, and practical tools, which form the core of their online activities [7]. - The top three app types used by young people are social communication (91.8%), audio-visual entertainment (77.2%), and practical tools (39.3%) [9]. - The key factors influencing app experience for young users include overall fluidity (74.0%), stability (71.2%), and functionality completeness (62.6%) [10][12]. Group 2: HarmonyOS Ecosystem Development - As of December 22, the HarmonyOS ecosystem has over 350,000 applications and services, covering various categories essential for daily use [15]. - Major partnerships with Tencent and Alibaba have led to significant app adaptations, with over 60 Tencent products and all major Alibaba apps striving for 100% compatibility [16]. - By the end of 2025, the adaptation rate of the HarmonyOS ecosystem is expected to exceed 95% [17]. Group 3: User Experience and Feedback - Users express a preference for core functionalities to be well-developed and lightweight, indicating a trend towards minimalism in app design [25][26]. - Over 70% of young users support the idea of apps having integrated features optimized for specific system ecosystems, highlighting a desire for enhanced functionality [29][30]. - Feedback indicates that 57.1% of users feel HarmonyOS applications provide stronger privacy and security, while 50% appreciate better overall fluidity [54][55]. Group 4: Future Expectations and Trends - A significant portion of young users (38.4%) is willing to try the HarmonyOS, with 43.8% expressing interest in observing its development [69][70]. - Users expect more lightweight usage methods and seamless integration of features across applications, reflecting a desire for efficiency and ease of use [72]. - The article concludes that the ongoing evolution of the HarmonyOS ecosystem is driven by user feedback and the need for a more refined app experience, indicating a promising future for the platform [75].

证券研究报告 | 策略报告 gszqdatemark 2025 12 22 年 月 日 投资策略 跨年行情的复盘与展望 一、策略专题：跨年行情的复盘与展望 回顾过去 10 年出现过的跨年行情，指数层面主要有以下结论： （1）跨年行情并非确定性事件，过去 10 年共出现过 5 次跨年行情，出现 概率仅 50%。 （2）宏观经济情况大概率不影响跨年行情的出现，历史上 5 次跨年行情 中，有 2 次处于宏观经济较好的阶段（2018 年、2021 年），而 3 次则处 于基本面偏弱的阶段（2019 年、2020 年、2023 年）。 （3）流动性宽松与叙事积极变化可能是跨年行情的重要条件：5 次中有 3 次都处于宏观流动性宽松阶段，包括 2019 年、2023 年的央行全面降准与 2020 年的海外美联储降息，此外 2021 年也明确政策操作"不急转弯"； 5 次中有 4 次都出现了重要的叙事变化，2019 年、2020 年处于中美经贸 关系的改善阶段，2021 年拜登当选美国总统，同样指向中美经贸关系恶 化风险的减弱，2023 年防疫政策的逐渐优化提振了国内经济增长信心； 此外，股市流动性也形成助力，2021 年公 ...