Core Insights - The article highlights the rapid development of the Guian New Area as a significant hub for digital economy and computing power in China, showcasing its achievements in the big data industry and its role in supporting various sectors, including film and animation [1][4][6] Group 1: Development of Guian New Area - Guian New Area has been positioned as a national-level new area, focusing on becoming a computing power base, a new energy battery and materials research and production base, and an important industrial backup base [2] - The area has experienced significant growth in economic scale, enterprise numbers, and population, achieving a transformative development over the past decade [2][8] Group 2: Computing Power and Digital Economy - The Guian Supercomputing Center has provided approximately 30 million kilowatt-hours of computing power and over 3,300 service supports to various provinces [1] - The computing power scale in Guian New Area has surpassed 81 EFLOPS, with over 98% being intelligent computing, and a domestic production rate of about 90% [5][6] Group 3: Economic Growth Indicators - The electricity consumption in Guian New Area has increased from 860 million kWh to 1.83 billion kWh over the past three years, indicating a doubling of demand [7] - The region's GDP is projected to reach 40.277 billion yuan in 2024, with a year-on-year growth of 21.1%, reflecting a robust economic development trend [8][9] Group 4: Talent Attraction and Employment - The local government has introduced a "free housing" policy for recent graduates to attract high-end talent, with over 90% occupancy in the provided housing [10][11] - Guian New Area has seen a population increase of 50,600 in 2024, with significant job creation and employment opportunities for local residents [11]

面对算力产业高耗能的挑战，该产业园在绿色低碳发展上成效显著。产业园采用液冷技术的比例达 85%，能在提升功率密度的同时，确保高功率芯片高效稳定散热。产业园当前绿电使用率超80%，致力 于在2030年实现100%绿电供应，打造完全零碳园区。 据了解，港城智能智造大数据产业园是华东地区少有的220千伏供电进线等级的大数据中心，具备 电压等级高、电力容量大、机柜数量多等优势，为各行业的数字化转型和高质量发展提供有力依托。除 提供基础算力服务外，产业园还计划在储能、高效制冷、水处理等多领域与客户展开联合研发，并积极 探索集装箱式算力中心等"出海"应用场景。目前，产业园已与国内头部互联网企业达成合作意向并签订 合同。 昨天（6月18日），作为长三角地区数字经济发展的重要基础设施，总投资约90亿元的港城智能智 造大数据产业园在张家港投产投用。 项目位于张家港乐余镇，占地200余亩，整体规划算力规模超50000FLOPS（每秒浮点运算次数，用 以估算电脑的执行效能），算力容量突破350兆瓦。目前，产业园一期项目已交付客户，二期主体建设 正加紧推进，预计今年8月底交付。一期、二期投资约40亿元，投用后算力规模可达165兆瓦， ...

Core Viewpoint - Guizhou Province is focusing on ecological priority and green development, achieving significant improvements in ecological civilization and economic growth with a higher "green content" in its economy [1][8]. Group 1: Ecological Development - From 2020 to 2024, Guizhou's forest area increased from 10.8363 million hectares to 11.1478 million hectares, with forest coverage rising from 61.5% to 63.3% [1]. - The proportion of the green economy in GDP increased from 42% to 48% during the same period [1]. - Guizhou has planted 605 million trees over the past 11 years, establishing a continuous green barrier [2]. - The province has shifted its focus from expanding forest area to improving quality through restoration and nurturing of degraded forests [2]. Group 2: Resource Utilization - Guizhou is rich in mineral resources, with 49 types of minerals ranking in the top ten nationally, and has discovered 137 types of minerals [6]. - The "rich mine and precise mining" strategy aims to maximize economic, ecological, and social benefits while minimizing resource consumption [6]. - The phosphorous chemical industry in Guizhou has seen significant growth, with the value of the phosphorous chemical and new energy battery materials industry exceeding 50 billion yuan in just over three years [7]. Group 3: Tourism and Cultural Development - Guizhou has integrated traditional culture into tourism, with the "Guizhou Qingjiu Cup" dragon boat festival attracting 253,900 visitors and generating 234 million yuan in revenue during the Dragon Boat Festival [9]. - The province's tourism sector has shown strong recovery, with a 10.4% increase in visitor numbers and a 13.3% increase in total tourism expenditure in 2024 [9][10]. Group 4: Digital Economy - Guizhou is advancing its digital economy strategy, with a focus on artificial intelligence and data market opportunities, achieving a 60.1% level of integration between information technology and industrialization [12]. - The province has 48 national key data centers, with over 90% being intelligent computing resources, positioning itself as a leader in data infrastructure [13].

6 月 17 日，大盘整体震荡，稳定币概念股延续强势。在此市场环境下，截至当日13点20分，中证大数 据产业指数（930902）下跌0.75%，成分股呈现涨跌互现格局，神州信息领涨3.58%，云天励飞上涨 2.58%，千方科技上涨2.03%；科华数据领跌4.73%，易点天下下跌3.42%，天下秀下跌2.55%。数据 ETF （516000）同步下跌 0.89%，最新报价 0.9 元。不过拉长时间看，截至 6 月 16 日，数据 ETF 近 2 周累 计上涨 2.03%，涨幅在可比基金中位居首位，展现出一定的阶段性活力。 每日经济新闻 作为一键布局大数据核心资产的工具型产品，数据 ETF（516000）为投资者打造便捷配置渠道，其场 外联接基金（华夏中证大数据产业 ETF 发起式联接 A：020335；联接 C：020336；联接 D：023779） 支持多场景申赎，助力投资者乘上算力革命与数字经济浪潮，分享产业发展红利。 数据 ETF（516000）紧密跟踪中证大数据产业指数，精选大数据存储设备、分析技术、运营平台等领 域上市公司作为样本，覆盖数据产业链核心环节，既网罗技术领先的头部企业，也纳入快速落地的创新 ...

Group 1 - The core viewpoint of the news highlights the resurgence of the stablecoin concept and the strong performance of the fintech sector, driven by multiple policy catalysts and the expansion of digital currency trials in China [1] - The China Securities Big Data Industry Index (930902) rose by 1.29%, with constituent stocks like Hengsheng Electronics hitting the daily limit, and other companies such as Shenzhou Information and Tianxia Show increasing by 6.00% and 5.36% respectively [1] - Ant Group-related stocks saw significant gains, with Hengsheng Electronics being a direct driver of the sector's strength, reflecting a broader trend of positive global policy towards Web3.0 and blockchain technology [1] Group 2 - The Data ETF (516000) closely tracks the China Securities Big Data Industry Index, which includes companies in big data storage, analysis technology, and operational platforms, reflecting the overall performance of the big data and computing power industry [2] - The index captures key segments of the data industry chain, including leading technology firms and innovative companies rapidly implementing applications, thus seizing development opportunities driven by "computing power foundation + scenario innovation" [2] - The big data industry is becoming a critical sector that can withstand economic cycles, supported by policy benefits and technological advancements, with the Data ETF providing investors a tool to access core assets in this field [2]

Core Insights - The collaboration potential between Shandong and Hong Kong in cutting-edge technology fields is significant, particularly in high-tech industry chains and policy support for transforming research outcomes into beneficial technology products [1][3]. Group 1: Industry Development - The "Second Hong Kong and Macau Doctoral Talent Tour" event in Jinan aims to enhance communication and cooperation in various industries, including artificial intelligence, big data, and biomedicine [3][5]. - Shandong has a solid industrial foundation in new energy and new materials, supported by numerous universities and research institutions, which facilitates the transformation of scientific achievements [3]. Group 2: Academic Collaboration - There is a strong complementarity between Macau's research strengths in mathematical modeling and computer algorithms and Jinan's clinical application scenarios, which could foster interdisciplinary innovation and results transformation [3]. - Suggestions have been made for Shandong to collaborate with Hong Kong and Macau in building laboratories or research institutes, enhancing exchanges among students and researchers from the three regions [3].

初见网智天元创始人莫倩，他穿着一件蓝色的polo衫，胸前刻画着一只老鹰的图案。出生于1972年的他，精神焕发，能看出平常保持着运动的 习惯。 出身理工科的莫倩，有着理科生的直爽，面对镜头，莫倩一开始显得有些局促，记者告诉他，怎么舒服怎么坐就行，不用拘束，他略带尴尬地 回复道，"怎么坐都不太舒服"。 但话题开启，聊起专业和网智天元，他迅速进入状态，变得健谈和自信，那是一种对自己在做事情的信念和自豪。 他的公司全称为北京网智天元科技股份有限公司，意为网络智能开天立元。目前，网智天元已经形成了"算力-模型-平台-智能体"的全栈布局， 成为国内少数实现大模型技术自主可控的AI企业，并通过自研大模型训推一体机，不断突破国产算力桎梏。 而当问及胸前老鹰图案的含义，莫倩回答，这代表公司的第一款产品"战鹰"——利用大数据为金融机构提供全网全球、全方位、多层次、穿透 式的风险监测、预警和管控系统。如今，这只守护中国金融安全的雄鹰，已成为国家级金融监管体系中不可或缺的"空中哨兵"。 我们现在正处于一个人工智能、大模型的变革时代，此次，国际金融报记者深度对话网智天元创始人莫倩，聆听这位毕业于国防科技大学的超 级计算机人才，对于当前 ...

Group 1 - The second "Belt and Road" Technology Exchange Conference was held in Chengdu, Sichuan, focusing on building a technology innovation community among participating countries [2][3] - Chinese technology is increasingly becoming a driving force for industrial upgrades in "Belt and Road" countries, enhancing local industry development [2] - Collaboration between Chinese high-tech enterprises and local companies in Belarus is taking place in fields such as new energy, machinery, big data, artificial intelligence, and industrial internet [2] Group 2 - Qingdao Jicheng Electronics Co., Ltd. plans to localize water meter production in Saudi Arabia, significantly improving water resource management efficiency [2][3] - The conference announced the establishment of the Chengdu-Chongqing "Belt and Road" International Technology Transfer Center, aiming to create over 100 international cooperation projects within three years [5] - The "Double Thousand" plan aims to implement 1,000 technology exchange cooperation projects and support 1,000 young scientists' exchanges by 2030 [5] Group 3 - The focus of international cooperation is shifting from traditional product trade to the output of key intermediates, production capacity, supply chains, and standard management [5] - This transformation is expected to enhance international cooperation efficiency and lower collaboration barriers, aiding in the cultivation of localized brands in "Belt and Road" countries [5]

Group 1 - The China Securities Big Data Industry Index (930902) has seen a 0.23% increase as of June 11, 2025, with notable gains from companies such as Zhongke Shuguang (up 2.83%) and Xindian Software (up 2.04%) [1] - The Data ETF (516000) has risen by 0.11%, with a recent price of 0.91 yuan, and has accumulated a 2.36% increase over the past week [1] - In terms of liquidity, the Data ETF recorded a turnover of 5.22% with a transaction volume of 25.76 million yuan, and has seen a net inflow of 62.72 million yuan over the last five trading days [1] Group 2 - Changjiang Securities believes that the marketization reform of data elements is entering a "deep water zone," indicating that an industrial turning point may be approaching [2] - The value of data as a new production factor relies on the improvement of circulation mechanisms, with current issues related to data ownership and security compliance still prominent [2] - The Data ETF closely tracks the China Securities Big Data Industry Index, which includes companies involved in big data storage, analysis, and applications, benefiting from policies related to data asset recognition and public data openness [2]

Core Viewpoint - The traditional print media has successfully transformed, driven by "digital culture + digital technology + data operation + innovation track" [1] Digital Culture - Bianfeng Network focuses on online games, particularly card games, and has established a strong game matrix through control or investment, with Bianfeng Doudizhu becoming the first card game app in China to exceed one million daily active users [2] - The company is actively expanding into the "millet economy" in response to the rise of new consumption, with an investment in Chaoka Qiangli in Hangzhou in March 2025, which is expected to drive growth in digital cultural business [2] Digital Technology & Data Operation - Fuchun Cloud IDC is operating steadily and advancing construction, with a focus on AI-driven computing power demand, which is expected to increase revenue and profit [2] - The "Communication Brain" media integration technology supports provincial promotion, and the business has expanded to multiple provinces and cities nationwide [2] - The Zhejiang Big Data Trading Center serves as a core node for data circulation, leveraging licensing, regional economic, data structure, and first-mover advantages, with policies driving rapid business development [2] Profit Forecast and Investment Recommendation - Supported by mature businesses like gaming and IDC, the company is expected to benefit from ongoing data-related policy implementations and improved profitability from the Communication Brain, alongside the millet economy layout, which is likely to open up growth space [3] - Projected revenues for 2025-2027 are 3.346 billion, 3.614 billion, and 3.879 billion yuan, with net profits of 666 million, 764 million, and 863 million yuan respectively [3] - The company is assigned a 30x PE for 2025, corresponding to a reasonable value of 15.73 yuan per share, with an initial "buy" rating [3]