2025.07. 13 和每年进行的GDP核算不同，经济普查每五年进行一次。去年12月26日，第五次全国经济普查结果 发布，普查全面摸清了我国第二产业和第三产业家底，反映出我国经济社会发展取得的新成效。其 中，2023年末，全国共有信息传输、软件和信息技术服务业企业法人单位169.1万个，从业人员 1506.7万人，分别比2018年末增长85.2%和51.4%。 信息传输、软件和信息技术服务业包括：电信、广播电视和卫星传输服务；互联网和相关服务；软件 和信息技术服务。其中，2023年，软件和信息技术服务业的法人单位从业人员达到了1107.1万人， 占信息传输、软件和信息技术服务业的比重达73.48%。 那么，这个高薪行业，哪些城市的从业人员较多呢？ 今年以来，各地陆续发布了第五次经济普查相关数据。第一财经记者梳理发现，北京、上海、深圳、 广州、杭州的信息传输、软件和信息技术服务业法人单位从业人员超过60万人，位居前五，其中京 沪超过了100万人（需要说明的是，部分重点城市的五经普数据尚未发布，在此没有纳入）。 从具体城市来看，北京市五经普结果显示，北京在信息传输、软件和信息技术服务业的法人单位的相 关从业人员 ...

Investment Rating - The report maintains a "Weaker than Market" investment rating for the U.S. stock market [1] Core Insights - The U.S. stock market experienced narrow fluctuations with most sectors declining, as the S&P 500 fell by 0.3% and the Nasdaq by 0.1% [3] - There were 8 sectors that increased while 16 sectors decreased, with notable gains in Energy (+2.6%), Semiconductor Products and Equipment (+2.4%), and Transportation (+1.2%) [3] - Conversely, sectors that saw significant declines included Telecommunications (-4.8%), Insurance (-2.6%), and Banks (-2.5%) [3] Summary by Sections Market Overview - The S&P 500's estimated fund flow was -$5.7 billion this week, a decrease from the previous week's +$23.4 billion, with a total of +$216.4 billion over the last 13 weeks [4] - Fund inflows were observed in 11 sectors, with Semiconductor Products and Equipment leading at +$17.2 billion, followed by Transportation (+$6.0 billion) and Energy (+$4.1 billion) [4] - Sectors experiencing fund outflows included Software and Services (-$15.9 billion) and Automotive and Parts (-$8.2 billion) [4] Earnings Forecast - The dynamic F12M EPS forecast for S&P 500 constituents was adjusted upward by 0.3%, following a 0.2% increase the previous week [5] - Earnings expectations were raised for 21 sectors, with the highest adjustments in Integrated Finance (+0.8%), Automotive and Parts (+0.8%), and Semiconductor Products and Equipment (+0.8%) [5] - Three sectors saw downward revisions, notably Healthcare Equipment and Services (-1.0%) and Telecommunications (-0.2%) [5] Price Performance - The Energy sector recorded a price return of +2.6% this week, while the Telecommunications sector saw a decline of -4.8% [15] - Over the past 52 weeks, the Energy sector has increased by 5.1%, while the Telecommunications sector has decreased by 4.0% [15] - The Semiconductor Products and Equipment sector has shown a remarkable increase of +48.0% over the past 13 weeks [15] Fund Flow Analysis - The Industrial sector led with a net fund inflow of $781 million this week, followed by Energy with $409 million [19] - The Semiconductor Products and Equipment sector also saw significant inflows of $1.716 billion, indicating strong investor interest [19] - In contrast, the Software and Services sector experienced the largest outflow of -$1.594 billion [19]

政策赋能是激发市场活力的重要抓手。今年以来，我市积极向上争取，成功为2个项目获得国家支 持资金共计6600万元。同时，紧抓市级服务业发展资金扩容至400万元的机遇，优化完善产业发展政 策：一方面，对新增列统、加快发展、规模突破的企业推行"免申即享"便利化措施；另一方面，增设创 新发展、特色楼宇等申报事项，进一步加大支持力度，力促服务业提档升级。 精准服务有效破解企业痛点。结合"惠企'镇'行"服务企业调研走访活动，上半年市发改委"一对 一"走访服务业企业31家，解决痛点问题36个。值得一提的是，成功打造了全省首个"行李直送"创新应 用场景，推动江苏新越沥青有限公司与江苏顺丰速运有限公司达成战略合作，预计每年可为相关企业降 低物流成本近千万元。（记者 朱婕 通讯员 刘启） 记者近日从市发改委获悉，今年上半年，我市规模以上服务业核算行业表现亮眼，实现营业收入同 比增长20.2%，为全市经济增长提供了关键支撑。 服务业各细分领域呈现全面开花的良好态势。上半年，纳入核算的10个子行业均实现正增长。其 中，科技服务业、信息传输软件和信息技术服务业分别增长30.3%和20.5%；居民服务业、水利环境和 公共设施管理业增长迅 ...

截至2025年7月11日收盘，国新健康（000503）报收于10.72元，较上周的10.4元上涨3.08%。本周，国 新健康7月11日盘中最高价报10.77元。7月8日盘中最低价报10.29元。国新健康当前最新总市值105.2亿 元，在软件开发板块市值排名44/133，在两市A股市值排名1594/5149。 公司公告汇总：国新健康控股股东及其一致行动人增持计划时间过半暂未增持 本次增持计划可能存在因资本市场发生变化导致延迟或无法实施的风险。本次增持行为符合《公司法》 《证券法》等法律法规、部门规章及深圳证券交易所业务规则等有关规定。增持主体将严格遵守中国证 监会和深圳证券交易所相关规定实施增持计划。本次股份增持计划的实施不会导致公司股权分布不具备 上市条件，亦不会导致公司控股股东及实际控制人发生变化。公司将持续关注本次增持计划的进展情 况，并及时履行信息披露义务。 公司公告汇总 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。 关于控股股东及其一致行动人增持股份计划实施进展暨增持时间过半的公告 国新健康保障服务集团股份有限公司于202 ...

凌志软件关于2024年年度权益分派实施后调整回购股份价格上限的公告。公司2024年年度权益分派实施 后，第二期以集中竞价交易方式回购股份价格上限由不超过人民币21元/股（含）调整为不超过人民币 20.8元/股（含）。2024年9月5日，公司审议通过了关于第二期以集中竞价交易方式回购公司股份方案 的议案，回购价格不超过人民币9.6元/股，回购资金总额不低于人民币3,000万元（含），不高于人民币 5,000万元（含），回购期限自公司董事会审议通过本次回购方案之日起12个月内。2024年12月9日，公 司审议通过了关于调整回购股份方案的议案，同意将回购股份价格上限调整为人民币21元/股（含）， 将回购股份资金来源调整为公司自有资金和/或自筹资金。根据公司2024年年度股东大会审议通过的利 润分配预案，公司以实施权益分派股权登记日登记的总股本扣除公司回购专用证券账户中股份数后的股 本为基数，向全体股东每10股派发现金红利2元（含税）。本次利润分配股权登记日为2025年7月8日， 除权（息）日为2025年7月9日。调整后的回购股份价格上限=（21-0.1931）+0/(1+0) ≈ 20.8元/股。公司 将严格按照相 ...

题图来源：视觉中国 2023年9月21日晚，华为公司创始人任正非与南开大学新闻与传播学院院长、科技日报原总编辑刘亚东今年7月7日在深圳一间咖啡厅的对话最新曝光。 在对话过程中，任正非以"拉法尔喷管"来描述华为的研发体系: "喇叭口"吸收宇宙能量，经过理论研究，成熟的研究成果及人员经过拉法尔喷管快速在产 品端扩张，快速完成领先世界的产品。 任正非提到，跟大学的合作、基础研究部分，华为从来不考虑回报，到下面产品线时才有考核要求。而华为的产品如果不够先进，就不会拿出来卖。因 为"卖不了高价，也养不活队伍"。 任正非举例称，华为的AI集群已支持16000板卡，将来的一个超节点集群可管理几十万板卡，可支持超高速互联、超高效的液冷散热、瞬时爆发式供电， 达到系统高可用，这些都不弱于美国。他还在对话中披露了鸿蒙生态建设进展，他表示，国内现在有30多个操作系统都是基于鸿蒙开源构建的，涵盖了行 业终端、手机平板、家庭终端，加起来大概已经有6亿用户，世界排名第三。鸿蒙刚升级到4.0，升级以后，外面也会跟着升级。 任正非表示，华为会越来越困难，但华为也会越来越兴盛。"中国将来如果建立自己的标准体系，那这个标准体系肯定要比美国的好。 ...

数字原生代掀起科技风暴 全球极客盛宴再启新章 在代码与创意碰撞的数字时代，Z世代正以颠覆性的创造力重新定义技术边界。2023年，由两位00后极客领衔发起的AdventureX 全球黑客马拉松，以其独特的青春视角点燃了全球技术社群的热情。这场被誉为 "开发者世界杯"的顶级赛事， 不仅云集了六大洲的 新锐程序员，更凭借其开放共享的极客文化与突破性的项目孵化机制，持续刷新着人们对年轻一代技术能力的认知。 从硅谷到中关 村， 这场持续72小时的数字狂欢正在书写属于新一代技术领袖的传奇。 从校园到世界： AdventureX的成长之路 AdventureX的故事始于两位00后高中生—— 朱浩宇和徐晨 的大胆构想。在高二那年，他们萌发了一个为国内年轻人打造黑客松的 创意，并立即付诸行动，组建起一支充满活力的年轻团队。 经过九个月的艰苦奋斗，这个年轻的团队创造了令人瞩目的成绩：从零起步筹集到百万元赞助资金，成功邀约百余位来自科技和创 投领域的顶尖嘉宾。首届活动便吸引了全球182个国家和地区的近4500名参赛者，参赛群体涵盖中学生、大学生及年轻开发者等多 元背景。 今年，AdventureX实现全新突破：规模持续扩大，场地全 ...

Group 1 - The State Intellectual Property Office of China has published a patent application by Shandong Guodun Network Information Technology Co., Ltd. for an electronic signature processing method and system related to housing fund business process data, with publication number CN120297920A and application date of June 2025 [1] - The patent involves a method for processing housing fund contracts in PDF format, extracting key data and compensation data, and assessing tampering risks through hash value calculations [1] - The company has been active in the software and information technology services sector since its establishment in 2016, with a registered capital of 50 million RMB [2] Group 2 - Shandong Guodun Network Information Technology Co., Ltd. has made one external investment, participated in 56 bidding projects, and holds 4 patents along with 9 trademark registrations [2] - The company has also obtained 15 administrative licenses, indicating a diverse operational capability within its industry [2]

Group 1: Core Insights - State-owned enterprises (SOEs) are becoming the main drivers of AI application demand in China, shifting from infrastructure to specific AI applications [1][2] - The demand from SOEs is focused on cost control and efficiency improvement, particularly in defense and manufacturing sectors, indicating a strong and clear demand [2] - The B-end market is expected to see accelerated growth in AI software demand starting in the second half of 2025, benefiting software companies in this field [2] Group 2: Small and Medium Enterprises (SMEs) Market - SMEs are rapidly adopting low-cost, standardized vertical AI applications, typically using subscription models with annual fees ranging from 10,000 to 50,000 RMB [3] - This trend is facilitating the growth of AI applications and creating favorable conditions for traditional software vendors to transition to subscription models [3] - However, the market is becoming increasingly competitive due to low entry barriers [3] Group 3: C-end Market Challenges - The commercialization of C-end AI applications is progressing slowly compared to the B-end market, facing challenges from a weak consumer environment and intense competition from internet giants [4] - Even companies with large user bases are cautious in their monetization efforts [4] Group 4: Company Performance and Projections - Yonyou has achieved approximately 100 million RMB in pure AI product/module orders in the first half of 2025 [5] - Nancal's AI products generated around 270 million RMB in revenue in 2024, with expectations to nearly double in 2025 [5] - Beisen's AI products, including interviewers and leadership coaches, are part of the growing AI application landscape [6] - Chanjet aims to serve 500,000 end customers with its AI accounting and tax automation tools by 2025, reaching 1 million by 2026 [6] - Cursor's annual recurring revenue (ARR) exceeded 500 million USD by June 2025, indicating strong market demand [7] - Kling's video model achieved monthly revenue exceeding 10 million RMB in April/May [7] - Kingsoft Office's WPS AI reached approximately 20 million monthly active users by December 2024, focusing on product optimization and user engagement [8]

Core Insights - The information transmission, software, and information technology services industry is the highest income-generating sector in China, followed by finance and scientific research [1][2] - The fifth national economic census revealed significant growth in the industry, with 1.691 million legal entities and 15.067 million employees by the end of 2023, representing increases of 85.2% and 51.4% respectively since 2018 [1] Group 1: Employment Distribution - Beijing leads with 1.606 million employees in the information transmission, software, and information technology services sector, accounting for 12.2% of the city's total legal entity workforce [2] - Shanghai ranks second with 1.059 million employees, while Shenzhen has 968,800 employees in the same sector [3] - Guangzhou and Hangzhou follow with 705,500 and 655,000 employees respectively, showcasing a strong presence in the industry [4] Group 2: Economic Performance - In 2023, the software and information technology services sector in Beijing generated an added value of 525.2 billion yuan, growing by 13.3% year-on-year [2] - Shanghai's sector achieved a revenue of 1,737.33 billion yuan, marking a 156% increase since 2018, with Yangpu District's software and information technology services growing by 13.4% in 2024 [3] - Shenzhen's software and information services sector surpassed 300 billion yuan in added value, reflecting a growth of 21.4% [3] - Chengdu's sector reached 549,000 employees, with total revenue exceeding 1 trillion yuan for the first time, driven by the information transmission and software services [5]