Core Points - The article discusses the preliminary evaluation results of the 2025 National Science and Technology Awards, highlighting the projects that have passed the initial review [2][3][5]. Group 1: National Natural Science Award - A total of 60 projects have passed the preliminary evaluation for the National Natural Science Award [2]. - These projects will be publicly announced on the National Science and Technology Management Information System platform [2]. Group 2: National Technology Invention Award - 51 general projects and 20 specialized projects have passed the preliminary evaluation for the National Technology Invention Award [2]. - The specialized projects will be internally announced within the relevant management and nomination units [2]. Group 3: National Science and Technology Progress Award - 134 general projects and 37 specialized projects have passed the preliminary evaluation for the National Science and Technology Progress Award [2]. - Similar to the Technology Invention Award, specialized projects will be internally announced [2]. Group 4: Objection Process - Individuals or organizations can raise objections to the announced projects within 15 days of the public announcement, following specific regulations [2]. - Objections must be submitted in writing and include necessary evidence, with personal submissions requiring identification details [2].

新华社北京9月27日电 题：新华社经济随笔：在这些展会上感受"数智"新气象 新华社记者周圆 一年一度的中国国际信息通信展览会日前在北京落幕，数智技术当仁不让成为主角。 从智能眼镜的多模态交互，到无人矿车部署的5G-A网络，再到分拣铸件的具身智能机器人，人工智 能、云计算、大数据、5G通信等数智技术占据全场"C位"。 近期举行的多场展会上，这样的类似场景令人印象深刻： 在浙江，第四届全球数字贸易博览会上，"嗨游"平台通过多语言交互技术，支持多语种实时对话与场景 化翻译，帮助外国游客畅游中国； 在贵州，2025中国国际大数据产业博览会上，AI医生吸引不少观众前来"把脉问诊"； 在湖南，第四届北斗规模应用国际峰会上，登山服内置北斗定位芯片，可实现轨迹追踪、一键救援等功 能…… 盛夏7月，在上海举行的2025世界人工智能大会现场，华为首次展出昇腾384超节点真机，算力总规模达 300PFLOPS。国产算力的系统级创新展示着中国数字经济新活力。 2025年，恰逢推进数字中国建设10周年。党的十八大以来，党中央高度重视发展数字经济，将其上升为 国家战略。"十四五"规划纲要专章部署"加快数字化发展 建设数字中国"。经过多年 ...

新华社北京9月27日电（新华社记者周圆）一年一度的中国国际信息通信展览会日前在北京落幕，数智 技术当仁不让成为主角。 从智能眼镜的多模态交互，到无人矿车部署的5G-A网络，再到分拣铸件的具身智能机器人，人工智 能、云计算、大数据、5G通信等数智技术占据全场"C位"。 近期举行的多场展会上，这样的类似场景令人印象深刻： 在浙江，第四届全球数字贸易博览会上，"嗨游"平台通过多语言交互技术，支持多语种实时对话与场景 化翻译，帮助外国游客畅游中国； 在湖南，第四届北斗规模应用国际峰会上，登山服内置北斗定位芯片，可实现轨迹追踪、一键救援等功 能…… 一场场国际展会，展现出数字中国建设的显著成就，也呈现着数字经济日新月异的发展态势。 发展数字经济，是把握新一轮科技革命和产业变革新机遇的战略选择。 盛夏7月，在上海举行的2025世界人工智能大会现场，华为首次展出昇腾384超节点真机，算力总规模达 300PFLOPS。国产算力的系统级创新展示着中国数字经济新活力。 2025年，恰逢推进数字中国建设10周年。党的十八大以来，党中央高度重视发展数字经济，将其上升为 国家战略。"十四五"规划纲要专章部署"加快数字化发展建设数字中国 ...

9月26日，中国气候变化事务特使刘振民一行莅临佳华科技物联网大数据中心考察，对佳华科技在数字 化赋能绿色转型领域的实践成果给予充分肯定。他指出，佳华拥有丰富的行业经验，此次考察切实看到 佳华先进的技术实力与海量的数据储备。当前我国正处于"双碳"战略落实的关键机遇期，希望佳华持续 发挥优势，以AI、区块链、云计算等前沿技术为支撑，为国家设计、构建、运营世界领先的"双碳"技术 平台，进一步发展壮大，在挑战中把握机遇，推动"双碳"目标加速落地。 佳华科技正式推出的绿色低碳企业赋能平台，更成功入选今年国家发展改革委首批全国数据项目，面向 全国数千余政府部门与数万家重点企业提供SAAS化"菜单式"服务，切实降低政企"双碳"管理成本，提 升工作效率，创造碳资产和数据资产的"双重价值"。其彰显的社会责任和高新技术，得到刘振民特使的 高度赞许。 未来，佳华科技将持续践行"绿色发展、数字经济、新质生产力"国家战略，成为数字化绿色化双化协同 创新发展的示范，进一步完善碳监测、碳管理、碳金融、绿色转型全链条解决方案，为气候变化事务这 一国家战略提供更坚实的数字化支撑，为国家"双碳"目标实现贡献更多佳华力量。 国家应对气候变化战略研 ...

Market Overview - The Shanghai Composite Index fell by 0.01% to 3853.3 points, while the Shenzhen Component Index rose by 0.67% to 13445.9 points, and the ChiNext Index increased by 1.58% to 3235.76 points [1] ETF Market Performance 1. Stock ETF Overall Performance - The median return of stock ETFs was 0.6%, with the highest return from the Xinhua CSI Cloud Computing 50 ETF at 4.02% [2] 2. Stock ETF Gain and Loss Rankings - The top three performing ETFs were: Xinhua CSI Cloud Computing 50 ETF (4.02%), Huabao CSI Big Data Industry ETF (3.6%), and China Merchants CSI Cloud Computing and Big Data Theme ETF (3.6%) [4][5] - The three ETFs with the largest declines were: Dacheng CSI Engineering Machinery Theme ETF (-1.56%), Guotai CSI Semiconductor Materials and Equipment Theme ETF (-1.42%), and China Merchants CSI Semiconductor Industry ETF (-1.39%) [4][5] ETF Fund Flow 1. Fund Inflows - The top three ETFs by fund inflow were: Huatai-PB CSI A500 ETF (11.18 billion yuan), Fuguo CSI A500 ETF (9.93 billion yuan), and Harvest SSE Sci-Tech Innovation Board Chip ETF (7.1 billion yuan) [6][7] 2. Fund Outflows - The top three ETFs by fund outflow were: Southern CSI 1000 ETF (5.48 billion yuan), Guotai CSI All-Index Communication Equipment ETF (5.31 billion yuan), and Harvest CSI Rare Earth Industry ETF (3.44 billion yuan) [6][7] ETF Margin Trading Overview 1. Margin Buying - The top three ETFs by margin buying were: Huaxia SSE Sci-Tech Innovation Board 50 Component ETF (7.01 billion yuan), E Fund ChiNext ETF (4.91 billion yuan), and Guotai CSI All-Index Securities Company ETF (4.5 billion yuan) [8][9] 2. Margin Selling - The top three ETFs by margin selling were: Huatai-PB SSE 300 ETF (32.26 million yuan), Huaxia SSE 50 ETF (15.57 million yuan), and Huaxia CSI 1000 ETF (9.71 million yuan) [8][9] Institutional Insights 1. Long-term Investment in Internet and Software Sectors - The industry is advised to focus on the long-term investment value of China's internet and software sectors, with a positive outlook on Alibaba Cloud's revenue growth [10] 2. Focus on Hardware Infrastructure and Software Applications - The third quarter should emphasize strong performance in hardware infrastructure and practical software applications, balancing innovation and profitability [11]

近期数字服务领域利好政策集中释放，9部门出台13条措施支持服务出口，重点扶持数字服务等新 业态，明确支持自贸试验区、海南自贸港等地建设国际数据中心与云计算中心，规范数据跨境流动以夯 实发展基础。八部门印发《关于大力发展数字消费共创数字时代美好生活的指导意见》，聚焦科技方 向，从 AI 硬件、智能终端、智驾消费、数字国潮四大领域扩大供给，激活消费潜力。 大数据ETF（515400）紧密跟踪中证大数据产业指数（930902.CSI），指数精选沪深两市50只大数 据产业主题上市公司股票样本，涉及大数据存储设备、大数据分析技术、大数据运营平台、大数据生 产、大数据应用等领域，科大讯飞、中科曙光、紫光股份等科技公司是其前十大重仓股。场外投资者的 可以通过联接基金（A类018134；C类018135）关注投资机遇。 今日大科技方向继续活跃，尤其是AI应用方向集中表现，涨幅居前，大数据ETF（515400）盘中涨 幅达3.78%，其成分股天下秀、浪潮信息、用友网络均涨停。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证 ...

Market Overview - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index up 0.16% at 3859.62 points, the Shenzhen Component Index up 1.14%, and the ChiNext Index up 2.22% at 3256.38 points, marking a new high since January 2022 [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 155.58 billion yuan, an increase of 135.5 billion yuan compared to the previous day, with 2000 stocks rising across the market [1] Sector Performance - The cloud computing sector showed strong performance, with stocks like Inspur Information and China Electronics Huada Technology hitting the daily limit, and U8 Network rising nearly 9% [1] - The Big Data Industry ETF rose over 4%, while various cloud computing and data ETFs also saw gains exceeding 3.3% [1] ETF Details - The Big Data Industry ETF tracks the CSI Data Index, focusing on data centers, cloud computing, and big data processing, with top holdings including Inspur Information and iFLYTEK [4] - The Cloud Computing ETF tracks the CSI Cloud Computing and Big Data Theme Index, emphasizing AI computing power and covering popular concepts like optical modules and AI servers [4] Corporate Developments - Alibaba announced a partnership with NVIDIA for Physical AI collaboration, covering aspects such as data synthesis, model training, and environment simulation [5] - Alibaba is actively advancing a 380 billion yuan AI infrastructure project and plans to expand its global cloud computing presence with new nodes in Brazil, France, and the Netherlands [6] - JD.com aims to invest in AI development over the next three years, with a focus on creating a trillion-yuan AI ecosystem [6] Policy Support - Multiple government departments are supporting the establishment of international data centers and cloud computing centers in free trade zones and pilot demonstration areas [6] Investment Trends - According to CITIC Securities, the penetration rate of AI large models is still low, indicating significant growth potential in capital expenditure related to AI infrastructure [7] - Internet companies are expected to continue investing heavily in AI infrastructure, with projected capital expenditures exceeding 500 billion yuan by 2026 [7] - Major internet firms are launching cloud expansion strategies, with Alibaba planning to invest over 380 billion yuan in cloud and AI hardware infrastructure [7] International Expansion - Tencent Cloud has embraced internationalization, achieving significant growth in its international business, with a doubling of overseas customer numbers [8] - ByteDance's Volcano Engine is leveraging its extensive experience in digital services to assist Chinese brands in their global expansion [8] AI and Cloud Integration - The demand for AI applications is driving the cloud expansion of major internet companies, with Tencent and Alibaba leading the way in providing comprehensive AI solutions [9] - There is a growing demand for localized AI applications in overseas markets, presenting new business opportunities for internet giants [10]

国海证券认为，随着AI模型规模持续扩大，基础设施建设已从单纯追求算力转向"算力×数据供给×系统 编排"的综合优化，超节点成为新一代AI基建的共识架构。其核心特征包括超高带宽互联、内存统一编 址以及资源池化调度，能够有效提升大模型训练效率并降低通信开销。 当前，华为、中科曙光、浪潮信息等国内厂商纷纷推出基于国产芯片的超节点解决方案，涵盖从单机服 务器到百万卡级集群的全栈产品体系。同时，全球主要云厂商资本开支持续攀升，谷歌、微软、Meta 及阿里均加大AI基础设施投入，预示未来几年AI算力部署将保持高强度增长态势。 财通证券指出，2025年三季度计算机行业呈现"软硬兼施"的发展态势，AI硬件侧受益于智算中心建设与 供应链本土化趋势，业绩确定性较强；其中，国产AI芯片、服务器及算力租赁板块有望在财务报表端 率先兑现增长。 2025年9月25日早盘，大数据、云计算概念股盘中走强。最新消息，9月25日，京东集团CEO许冉表示， 京东将在AI技术上持续加码。在组织上，创始人刘强东已亲自担任京东探索研究院院长，并在全球招 募顶尖科学家加入京东，同时京东也跟众多高校开展了合作，创建了共享实验室。同时，京东也正式宣 布，京东将 ...

今日（9月25日）大数据产业方向涨势如虹！聚焦数据安全领域的大数据产业ETF（516700）场内涨幅 盘中上探4.23%，现涨4.14%，上探2023年6月以来的阶段高点。 成份股方面，天下秀、浪潮信息涨停，用友网络涨超9%，拓尔思、易点天下涨逾6%，曙光数创、深信 服等个股跟涨。 【数据安全为王，科技自立自强】 聚焦数据安全领域的大数据产业ETF（516700）被动跟踪中证大数据产业指数，重仓数据中心、云计 算、大数据处理等细分领域，权重股汇聚中科曙光、科大讯飞、紫光股份、浪潮信息、中国长城、中国 软件等龙头股，看好科技自主可控方向的投资者，或可重点关注这三方面的催化： 消息面上，9月24日，商务部等9部门印发《关于促进服务出口的若干政策措施》的通知，支持在自贸试 验区、海南自由贸易港、国家服务业扩大开放综合试点示范地区等建立国际数据中心和云计算中心，面 向各类有需求的企业提供数据处理服务。 值得关注的是，阿里集团在2025云栖大会上表示，大模型是下一代操作系统，而AI云是下一代计算 机。目前阿里正积极推进3800亿元的AI基础设施建设，并计划追加更大的投入。到2032年，阿里云全 球数据中心的能耗规模将提 ...

Group 1: Stock Performance and Financing - On September 24, Dongfang Guoxin's stock rose by 3.83%, with a trading volume of 523 million yuan [1] - The financing buy-in amount for Dongfang Guoxin on the same day was 82.67 million yuan, while the financing repayment was 57.47 million yuan, resulting in a net financing buy of 25.19 million yuan [1] - As of September 24, the total financing and securities lending balance for Dongfang Guoxin was 953 million yuan, with the financing balance accounting for 7.51% of the circulating market value, indicating a high level compared to the past year [1] Group 2: Business Overview - Dongfang Guoxin, established on July 28, 1997, and listed on January 25, 2011, is based in Beijing and specializes in providing enterprise-level big data and cloud computing products, industrial internet platforms, and overall industry solutions [1] - The company's main business revenue composition includes: custom software development and services (76.59%), system integration (16.14%), cloud computing (5.60%), and software products (1.68%) [1] Group 3: Shareholder and Financial Data - As of June 30, the number of shareholders for Dongfang Guoxin was 85,700, a decrease of 4.37% from the previous period, while the average circulating shares per person increased by 4.57% to 10,573 shares [2] - For the first half of 2025, Dongfang Guoxin reported a revenue of 941 million yuan, a year-on-year decrease of 8.37%, and a net profit attributable to shareholders of -79.17 million yuan, a significant decline of 625.60% [2] - Since its A-share listing, Dongfang Guoxin has distributed a total of 156 million yuan in dividends, with no dividends paid in the last three years [3]