6月23日， 2025年度 《中国城市国际传播影响力报告》 （以下简称《报告》）在北京发布。 北京、上海、深圳、广州、重庆、 杭州、成都、南京、武汉、天津 10座城市入选海外影响力年度城市。 中国城市国际传播影响力指标下设一级指标5个，海外综合曝光度是重要的指标之一。 作为武汉国际传播第一大阵地， "发现武汉"海外账号粉丝总量241.73万，覆盖63个国家和地区。 "大美中国·遇见春天"全球春日交响全球传播联动总曝光量1275.56万次；樱花下的武汉马拉松相关内容搭配#SportWuhan吸引了国际 运动爱好者的关注，曝光量超过300万；春节期间一幅黄鹤楼前舞龙的城市大片获得1,786万曝光量；视频《灵动万物》742.91万曝光 量。"发现武汉"海外账号出圈爆款不断，江城魅力全球刷屏！ 中国外交部发言人林剑在海外社交媒体平台X（原推特）上转发由武汉国际传播中心制作，在"发现武汉"海外账号上推出的视频 《放歌！长江今夜星辉斑斓》，点赞长江文化艺术季盛大的开幕式活动。 武汉因科技研发以及应用领域的动态 获得较多关注， 名列榜单前十。 这也是武汉第四次入选 海外影响力年度城市。 千万曝光， 武汉有征服世界的流量密码 ...

2025年6月11日，欧盟委员会发布公告，对原产于印度的单模光纤光缆作出反补贴终裁，决定对涉案产 品征收3.7%—8.1%的反补贴税，与此同时，将印度涉案产品的反倾销税调整为2.9%—8.8%。涉案产品 欧盟CN(Combined Nomenclature)编码为ex85447000(TARIC编码为8544700010和8544700091)。本案补贴 调查期为2022年10月1日至2023年9月30日，损害调查期为2020年1月1日至补贴调查期结束。公告自发布 次日起生效。(中国贸易救济信息网) ...

Group 1 - Wuhan aims to become a "young people-friendly city" to attract and retain young talent, fostering an environment where innovation and entrepreneurship can thrive [3][4] - The city is committed to providing diverse industrial platforms, abundant job opportunities, and comprehensive support for startups, creating a nurturing ecosystem for young innovators [3][4] - The Nine Peaks Mountain Laboratory is positioned as a leading research institution in the global compound semiconductor sector, aiming to build an international innovation platform and has established partnerships with over 500 global entities [8][9] Group 2 - Changfei Optical Fiber and Cable Co., Ltd. is focusing on the next generation of optical fiber technology, anticipating significant changes driven by AI and data transmission needs, with a commitment to leading advancements in G.654.E optical fiber technology [15][16] - The Jiangcheng Fund is dedicated to empowering local tech innovation and industry upgrades, with a focus on investing in seed-stage tech companies in Wuhan, having launched a 500 million yuan fund to support early-stage investments [19][20] - The fund's "Ten Billion Hundred Enterprises Venture Capital Plan" aims to systematically nurture local startups through a phased investment approach, enhancing collaboration with local universities to support innovation and entrepreneurship [20]

Core Viewpoint - The company emphasizes the importance of talent and investment in driving technological innovation and achieving strategic goals, with a strong focus on cultivating a skilled workforce through its newly established Changfei University [1][3]. Group 1: Talent Development - Changfei University has been officially established to serve as a resource platform for cultivating world-class talent necessary for the company's growth [1]. - The company has innovated its talent cultivation model, focusing on comprehensive training for outstanding engineering talents from theory to application [1]. - Over 10 national-level leading talents and more than 50 top technical talents are currently employed at the company, highlighting its commitment to attracting and retaining skilled professionals [3]. Group 2: Research and Development Investment - The company allocates at least 5% of its annual revenue to research and development, with no upper limit on investment, demonstrating its commitment to continuous innovation [1]. - The company has applied for over 3,300 patents, with 1,900 patents granted, showcasing its strong focus on intellectual property and technological advancement [1]. Group 3: Industry Leadership - The company has established itself as a leader in the optical fiber industry, achieving domestic leadership and entering the global top tier, being the only company to independently master and industrialize three mainstream optical fiber preform preparation technologies [3]. - Since 2016, the company has maintained the global market share leader in optical fiber preforms, optical fibers, and optical cables for nine consecutive years, contributing to China's development of the largest and most advanced network infrastructure globally [3].

行业周报 · 通信行业 算力筑基,光网跃迁 2025年06月16日 一周通信板块指数下跌,智能卡、光器件等子板块相关标的表现较好。本 周上证指数跌幅为0.25%;深证成指跌幅为0.60%;创业板指数涨幅为0.22%; 一级行业指数中,通信板块跌幅为 0.78%。根据我们对于通信行业公司划分子 板块数据,智能卡、光器件等子板块相关标的表现较好,板块涨幅分别为 3.88%、3.51%。通信板块个股中,上涨、维持和下跌的个股占比分别为 24.62%、1.54%和 73.84%。本周通信行业重点事件中,全球数据中心加速规 模化与高密度化发展,光通信因 AI 算力需求推动 800G/1.6T 光模块爆发,同 时空芯光纤技术突破加速但产业化仍面临挑战。 5G 与 AI 业务相关度高,盈利能力企稳回升,典型 ETF 基金介绍。中证 ● 5G 通信主题指数成分股中有约 70%的标的业务与 5G 相关、约 76%的标的业 务与 AI 相关,5G 相关度主要分布于[80%,100%]的区间,AI 相关度主要分布 于[0%,20%]的区间。中证 5G 通信主题指数成分股 2024 年合计实现营业收入 17,885.12 亿/+16 ...

算力需求再加码 20250612 AI 时代推动数据分析从 BI 迈向多模态数据处理，对算力需求不断提升。火山引 擎多模态数据湖解决方案支持 GPU 和 CPU 异构计算，从强化学习的发展来看， 其算力消耗迅速攀升。预计七八月份国内头部大模型若有新升级且性能超预期， 将带动新一轮行情。目前正是布局机会，应关注 AA agent 对算力需求及芯片 卡供需剪刀差测算。 摘要 国内公有云大模型调用量市场中，火山引擎以 46.4%的市场份额领先。 AI 工具类 TOKEN 消耗增长显著，编程类增长 8.4 倍，工具类增长 10 倍，视觉理解模型在 K12 教育场景中增长 12 倍，智能巡检视频和视频 检索日均 TOKEN 消耗突破百亿，预示 AI 应用加速渗透。 火山引擎豆包 1.6 定价策略根据输入区间调整，若企业请求集中在 0~32K 范围且输入输出比为 3:1，成本可降低 63%，显著降低下游应 用成本，利好 AI 行业发展。同时，AI 时代推动多模态数据处理，算力需 求提升，关注 AA agent 对算力需求及芯片卡供需剪刀差。 国家发改委绿电直联政策利好国能日新和朗新，推动新能源就地消纳。 国能日新在新能源 ...

Group 1: China Resources Beer (00291) - The company achieved positive sales growth in April and May, aligning with the sales trend from January to May 2025 [1] - The management expects pressure on the liquor business revenue due to weak demand and high base, aiming to avoid losses and impairments [1] - The company benefits from favorable raw material factors, leading to a gross margin increase of over 1 percentage point, while operational costs are reduced through "Three Precision" initiatives [1] - Heineken sales grew over 20% year-on-year, while Super X saw approximately 10% growth; Snow Beer Pure Life experienced a slight decline [1] - Sales momentum is strong in Guangdong, particularly around Shenzhen, with expectations for East and South China to drive growth in 2025 [1] - The ready-to-drink channel remains weak, but there was slight improvement in some dining markets in May [1] Group 2: Capital Expenditure and Financial Projections - The company plans to expand Heineken production capacity in Fujian and continue investments in maintenance, production line transformation, and liquor business in 2025 [2] - Future capital expenditures are expected to gradually decrease [2] - Key assumptions for financial projections include a weighted average cost of capital (WACC) of 11.3% and a terminal growth rate of 3% [2] Group 3: Kingsoft Software (03888) - The upcoming game "Mecha BREAK" is expected to be a key driver for Kingsoft's stock price [3] - The game is highly anticipated, ranking 5th on Steam's wishlist, with 3.5 million pre-registrations and a peak of over 300,000 concurrent players during closed testing [4] - Potential outcomes for the game's performance include revenue predictions of 500 million RMB if it ranks 10-20 on Steam, and over 300 million RMB if it enters the top ten [4] Group 4: FiberHome Technologies (601869) - Goldman Sachs reviewed FiberHome's earnings forecast following China Mobile's 2025-26 tender results, which were below expectations [6] - FiberHome's winning share in the tender decreased to 13.6%, down from 19-20% in previous tenders, and the average procurement price dropped by 26% [7] - The tender results indicate a cautious outlook for the telecom industry's fiber optic cable demand [7] Group 5: Q Technology (01478) - Q Technology reported a 1.9% month-on-month increase in smartphone camera module shipments for May 2025, but a year-on-year decline of 17.5% [8] - The shipment of camera modules with 32 million pixels and above saw a year-on-year decline of 19.0% [8] - Fingerprint recognition module shipments surged by 45.0% year-on-year, benefiting from market share gains and increased production capacity [8]

企业对技能人才的需求是多元的，精准服务的前提是找准切口，靶向发力，有针对性地加强和优化 服务，为企业输送更多急需人才。昨天（6月7日）举行的苏州市加快构建就业友好型城市工作推进会 上，全市12个重大项目分别与12家用工服务单位进行"用工保障服务联盟"合作签约；10所来自全国的优 质院校分别与10家苏州龙头企业代表进行战略合作签约。 评估—服务—储备 保障重大项目技能人才需求 重大项目全速推进，离不开人力资源的坚实支撑。苏州市加快构建就业友好型城市工作推进会上， 全市12个重大项目分别与12家用工服务单位进行"用工保障服务联盟"合作签约。在分会场，苏州市重大 项目用工保障对接会同期举行。 2024年，苏州率先探索前置就业用工服务，启动"苏州市重大项目带动就业评估"工作。通过部门协 作、数据共享、基层服务联动，准确评估项目带动就业能力，精准服务项目用工需求。通过优化配置各 类就业、培训、用工资源，提前帮助企业谋划、培养、储备适用、急需的技能人才，实现"落户即评 估、建成前服务、服务保开工"，帮助企业迅速在苏州落地投产。 亨通光导光纤技术改造项目今年3月完成。该项目去年纳入苏州市重大项目带动就业评估范围以 来，享受 ...

Group 1 - The event in Wuhan focused on the implementation of the spirit of the 20th National Congress, highlighting seven strategic areas including technological innovation and industrial growth [1][4] - The presentations showcased successful cases and data reflecting Wuhan's commitment to becoming a strategic hub in central China, emphasizing the transformation of advantages into tangible outcomes [1][4] Group 2 - The narrative included significant technological advancements, such as the development of China's first practical optical fiber and the creation of a satellite constellation, demonstrating the city's leadership in technology [4][5] - Wuhan has achieved notable milestones, including overcoming over 20 critical technological challenges and becoming the fifth sub-provincial city in China with over one million small and medium-sized enterprises [5][6] Group 3 - The integration of social welfare and cultural initiatives was emphasized, with efforts to improve living standards and promote cultural activities that reflect the city's spirit [6][8] - The transportation sector's role in rural revitalization was highlighted, with over 4,000 kilometers of rural roads built and 57 bridges constructed, supporting urban-rural integration [7][8] Group 4 - Environmental initiatives were presented, including waste management strategies that aim to reduce carbon emissions and enhance ecological sustainability, with specific data on daily waste reduction [8][9] - The city's commitment to ecological protection was illustrated through the increase in the population of the Yangtze River dolphin and the establishment of numerous parks, reinforcing Wuhan's status as a green city [9] Group 5 - The importance of discipline and data in promoting high-quality development was discussed, with a focus on the role of statistics in shaping economic policies and enhancing public welfare [11][12] - The engagement of local councils in community issues was highlighted, showcasing their efforts in addressing public concerns and fostering democratic participation [12]

据市场消息报道，近日，长飞先进武汉基地一期已实现量产通线，首片6寸碳化硅晶圆成功下线。据 悉，长飞先进武汉基地项目总投资200亿、占地面积498亩，其中一期占地344亩，达产后将具备年产36 万片外延、36万片6寸碳化硅晶圆、6100万个碳化硅功率模块的制造能力。 国信证券指出，空芯光纤方面，长飞光纤表示已经完成与国内三大运营商的现网试点，并与多家设备商 和互联网厂商进行合作测试，相关指标全球领先。行业头部厂商也都表示取得积极进展。长飞光纤在年 报中介绍，用于算力数据中心内部的中高端多模光纤供不应求、能实现未来超高速光传输的空芯光纤研 发及产业化进度不断加速。 智通财经APP获悉，香港联交所最新资料显示，6月5日，长飞光纤光缆(06869)股东将股票由J.P. Morgan Broking (Hong Kong)转入中国国际金融香港证券，转仓市值6.45亿港元，占比11.15%。4月15日，该公 司股东将股票存入J.P. Morgan Broking (Hong Kong) Limited，存仓市值9.42亿港元，占比18.81%。 6月3日，长飞光纤光缆(06869)发布公告，该公司将于2025年8月15日 ...