近半年该股累计上榜龙虎榜15次，上榜次日股价平均涨2.62%，上榜后5日平均涨0.90%。（数据宝） *ST广道7月31日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 财通证券股份有限公司杭州秋涛路证券营业部 | 328.85 | 17.96 | | 买二 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 272.21 | 128.19 | | 买三 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 236.43 | 133.48 | | 买四 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 231.20 | 93.44 | | 买五 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 198.62 | 107.97 | | 卖一 | 平安证券股份有限公司芜湖黄山中路证券营业部 | 40.81 | 206.79 | | 卖二 | 中国中金财富证券有限公司淄博柳泉路证券营业部 | 174.41 | 188.93 | | 卖三 | 国金证券股份有限公司深圳分公司 | 9 ...

www.ccxi.com.cn 国际宏观资讯双周报 5 月 20 日–6 月 3 日 2025 年第 10 期 本周资讯一览 热点评论 韩国央行宣布将基准利率下调 25 个基点至 2.5% 经济增长预期大幅下调 经济 财政 政治 国际收支 ESG 主权信用 惠誉将阿根廷主权信用等级由 CCC 上调至 CCC+ 展望维持稳定 | 杜凌轩 | 010-66428877-279 | | | --- | --- | --- | | | lxdu@ccxi.com.cn | | | 王家璐 | 010-66428877-451 | | | | jlwang@ccxi.com.cn | | | 于 嘉 | 010-66428877-242 | | | | jyu@ccxi.com.cn | | | 张晶鑫 | 010-66428877-243 | | | | jxzhang@ccxi.com.cn | | | 易 成 | 010-66428877-246 | | | | chyi@ccxi.com.cn | | | 方菏阳 | 010-66428877-567 | | | | hyfang@ccxi.com.cn | | ...

Core Insights - The core value added by China's digital economy has surpassed 10% of GDP for the first time, reaching 10.4% in 2024, ahead of the target set in the 14th Five-Year Plan [1][2] - The digital economy has seen significant growth due to advancements in digital technology and infrastructure, with the value added increasing from 7.8% in 2020 to 10.4% in 2024, representing a growth of approximately 6 trillion yuan [1][3] Digital Technology and Infrastructure - The rise of domestic artificial intelligence (AI) has been notable, with China leading in the number of AI patents, accounting for 61.5% of the global total in 2024 [2][3] - As of June 2024, China has established 4.55 million 5G base stations and over 30.22 million gigabit network service ports, creating the largest mobile communication and fiber broadband network globally [3][4] Empowering Industries - The application of data as a new production factor has accelerated across various industries, enhancing efficiency and reducing costs, as demonstrated by smart farming practices in Shandong [4][5] - The digital transformation in industries has led to the establishment of over 30,000 basic intelligent factories and more than 1,200 advanced intelligent factories by the end of 2024, significantly improving production efficiency [6][7] Enhancing Daily Life - The digital economy has enriched daily life, with online retail sales projected to reach 15.5 trillion yuan in 2024, marking a 31.4% increase from the end of the 13th Five-Year Plan [10][11] - Innovations in cultural and tourism sectors, such as the integration of VR and AI technologies, have enhanced visitor experiences and operational efficiency [8][12] Urban Development and Data Utilization - The construction of a unified digital infrastructure is underway to improve urban management and governance, utilizing AI and big data for real-time monitoring and risk assessment [11][12] - The integration of meteorological data with other sectors is expected to enhance disaster risk management and support urban resilience [13]

2024年中蒙贸易额达到186.2亿美元，同比增长10.1%，超出中国外贸总体增幅5个百分点。 8月25日至29日，第五届中国—蒙古国博览会将在内蒙古呼和浩特市举办，这是今年中蒙两国重要的经 贸交流活动之一。 7月30日，商务部举行专题新闻发布会。商务部副部长鄢东介绍，中蒙博览会是中蒙两国政府共同主 办、面向全球的国际性展会。本届主题为"深化互利合作 推进合作共赢"，将突出区域性、开放性和多 元性，着力打造国家向北开放新平台、区域产业链供应链合作新纽带、东北亚区域合作新支点。 据商务部数据，2024年中蒙贸易额达到186.2亿美元，同比增长10.1%，创历史新高，超出中国外贸总体 增幅5个百分点。中国长期保持蒙古最大贸易伙伴国、最大进口来源国和出口对象国地位。 蒙古国食品农牧业和轻工业部国务秘书占布拉次仁表示，《中华人民共和国和蒙古国关于建立和发展全 面战略伙伴关系的联合宣言》设定了力争早日将两国贸易额提升至200亿美元的目标。 两国正朝着既定 的贸易增长目标稳步迈进。特别值得一提的是，两国共同举办的博览会等活动，为这一目标的实现发挥 了重要作用。 他对第一财经记者表示，2025年将要举办的第五届中蒙博览会是 ...

Core Insights - The bilateral trade between China and Mongolia has reached a record high of $18.62 billion in 2024, marking a year-on-year growth of 10.1%, which exceeds the overall growth rate of China's foreign trade by 5 percentage points [1] Trade Relations - China remains Mongolia's largest trading partner, as well as the largest source of imports and export destination [1] Investment Trends - Chinese investments in Mongolia are on the rise, expanding beyond traditional sectors such as mining, manufacturing, and livestock processing to include emerging fields like digital economy and green energy [1] Economic Cooperation - Economic and technical cooperation between the two countries is progressing well, with joint efforts in cross-border economic cooperation zones, railway projects, and upgrades to port infrastructure [1] Infrastructure Development - China has assisted Mongolia in building various infrastructure, productive, and livelihood projects, and has trained over 9,700 professionals across different sectors, contributing to Mongolia's economic and social development [1]

Core Viewpoint - The article highlights the achievements and progress made by Liaocheng in implementing the "14th Five-Year Plan," showcasing significant advancements in economic and social development over the past five years [1] Economic and Social Development - Liaocheng has exceeded expectations in nine key indicators, including fixed asset investment growth and the ratio of R&D expenditure to GDP, while 13 other indicators, such as GDP and fiscal revenue growth, have met expectations [1] - The city has adopted a "6293" work approach, leading to groundbreaking progress and transformative changes in building a modern socialist city [1] Industrial Structure Optimization - Since the beginning of the "14th Five-Year Plan," Liaocheng has added 651 high-tech enterprises and 1,092 technology-based SMEs, ranking third in the province for R&D investment for three consecutive years [2] - The city has established 12 high-standard industrial chains and created three national-level industrial clusters, significantly enhancing industrial development capabilities [2] Effective Demand Expansion - Over 3,900 key projects have been implemented, with major infrastructure developments such as the approval of Liaocheng Airport and the opening of the Jizheng High-speed Railway [3] - Continuous investment in transportation infrastructure has exceeded 10 billion annually for four years, stimulating domestic demand through various economic initiatives [3] Reform and Opening Up - Liaocheng has optimized its business environment, with three new companies listed, bringing the total to seven [4] - The city has deepened cooperation with regions like Beijing and made significant strides in logistics efficiency through the establishment of the Luwest International Land Port [4] Green and Low-Carbon Transition - The city has implemented a three-year action plan for green and low-carbon development, successfully creating a national circular economy demonstration city [5] - Renewable energy projects have expanded, with a 30% share of installed capacity from new energy and a significant reduction in energy consumption per unit of GDP [5] Urban-Rural Integration Development - The establishment of new districts and urban renewal projects has improved the city's infrastructure and aesthetics, earning the title of "National Civilized City" [6] - High-standard farmland construction and rural revitalization initiatives have been prioritized, leading to increased agricultural productivity and brand recognition [6] Enhancing Public Welfare - The city has prioritized public welfare, with over 70% of expenditures directed towards social services, including education and healthcare [7] - Significant investments in educational infrastructure and healthcare services have improved access and quality for residents, enhancing overall community well-being [7]

Core Viewpoint - Guangzhou's economy showed signs of stability and improvement in the first half of 2025, with a GDP of 15,080.99 billion yuan, reflecting a year-on-year growth of 3.8% [3][4]. Economic Performance - The total retail sales of consumer goods reached 5,611.22 billion yuan, with a year-on-year increase of 5.9%, marking a 2.4 percentage point rise from the first quarter [6][7]. - The city's foreign trade import and export totaled 6,050.5 billion yuan, a 15.5% increase year-on-year, with exports reaching 3,969.1 billion yuan, up 25.2% [4][6]. Consumer Market Recovery - The consumer market showed a significant recovery, with monthly growth rates approaching 10% in May and June [4]. - The passenger throughput at Baiyun Airport reached 40.04 million, a 9.2% increase, with international passenger traffic surging by 23.9% [7]. Industrial Growth - Industrial value added for large-scale enterprises turned positive, contributing significantly to GDP growth, with the manufacturing sector showing resilience [4][8]. - Industrial investment grew by 12%, with technological transformation investments increasing by 15.5% [9]. Emerging Industries - The digital economy and new emerging industries are demonstrating strong aggregation effects, with the core value added of the digital economy increasing by 7.0% [9]. - The automotive industry, particularly in the new energy vehicle sector, saw production growth of 9.5%, indicating a shift towards new energy [9]. Policy and Investment - A series of supportive policies have been implemented, focusing on modern industrial systems and significant financial support for enterprises [9]. - The "old for new" consumption policy led to sales of 482.7 billion yuan, the highest in the province [7]. Future Outlook - Guangzhou aims to enhance economic development by addressing key challenges, optimizing the business environment, and promoting high-quality growth [10][11]. - The third quarter is seen as critical for achieving annual targets, with efforts to sustain economic recovery and contribute to broader provincial and national development [11].

Core Viewpoint - The article emphasizes the importance of industrial investment value as a comprehensive measure of a company's collaborative ability, technological potential, and long-term development prospects within the industrial chain ecosystem, highlighting the need for companies to redefine their roles and strategic positioning in the evolving landscape of the digital economy and technological revolution [1][2][3]. Group 1: Industrial Investment Value - Industrial investment value is a key basis for evaluating and making decisions by industrial investors, focusing on sustainable technological evolution and the ability to integrate into the industrial ecosystem [3]. - The evaluation of industrial investment value has shifted from a static classification to a dynamic consideration, influenced by technological innovation and the deep integration of the digital economy [4]. - Many traditional industry companies have not received reasonable valuations due to a simplistic categorization that labels them as low-growth sectors, despite their continuous innovation and excellence in their fields [3][4]. Group 2: Opportunities in Evolving Industrial Landscape - Companies, especially those in traditional industries, must seize four major opportunities arising from the deep evolution of industrial patterns: leveraging digital economy opportunities, understanding new demand characteristics, utilizing network hub advantages, and recognizing the characteristics of the industrial era [5][6]. - The digital economy is reshaping industrial relationships, creating new organizational forms and collaborative logics, allowing traditional companies to embed themselves into the digital economy [6][7]. Group 3: New Demand Characteristics - The traditional linear logic of "demand leads supply" is evolving into a dynamic interplay where supply also creates demand, necessitating companies to redefine their products and services to meet and lead new consumer trends [10][11]. - Companies should actively engage with end-user demands and broaden their growth space by embedding themselves in end-driven industrial chains, enhancing their product technology levels to gain market recognition [10][11]. Group 4: Network Hub Advantages - In the information age, flow (people, logistics, capital, information, energy) is a core representation of the connection between enterprises and markets, and those who master flow can create network hub effects and scale effects [14][15]. - Traditional companies must leverage their network hub positions to transition towards digital value heights, integrating various flows to gain a competitive edge in resource allocation and industrial upgrades [14][15]. Group 5: Traditional and Emerging Industry Dynamics - The boundaries between traditional and emerging industries are increasingly blurred, and companies must redefine themselves and explore collaborative potential between traditional and new industries to enhance their investment value [17][18]. - Emerging industry companies must maintain their innovation momentum to avoid falling into the trap of becoming "new traditional industries" as they mature, emphasizing the importance of long-term investment in core technologies [19][20].

Core Viewpoint - The integration of stablecoins, cultural relics valuation, and blockchain technology represents an innovative practice in the "cultural heritage + technology + finance" cross-industry fusion, aimed at addressing trust issues in the circulation of cultural relics and promoting digital transformation in the cultural heritage industry [1][3]. Group 1: Stablecoin Mechanism Design - The stablecoin can be anchored to cultural relics' value, utilizing a hybrid anchoring mechanism that combines traditional assets like gold and government bonds with digital rights of cultural relics [4]. - A dual approach of dynamic valuation and on-chain rights confirmation is proposed, where blockchain technology is used to create a unique digital identity (NFT) for each cultural relic, storing valuation data on-chain for traceability [5]. - Cultural contributions from users, such as knowledge dissemination and creative development, can earn rewards in stablecoins, enhancing the linkage between cultural and economic value [6]. Group 2: Blockchain Applications in Cultural Heritage - Blockchain technology provides a reliable infrastructure for digitalization, with applications including provenance tracking and anti-counterfeiting measures for cultural relics [7]. - A blockchain-based IP authorization and trading platform can streamline copyright distribution and revenue sharing for derivative content related to cultural relics [8]. - Stablecoins can facilitate cross-border transactions of digitalized cultural assets, reducing exchange rate risks and settlement costs [9]. Group 3: Benefits of Stablecoin Implementation - The issuance of stablecoins can incentivize cultural heritage institutions and private capital to engage in the digital protection of cultural relics, linking stablecoin issuance to restoration projects [11]. - A closed-loop ecosystem of "cultural relic digitalization - stablecoin circulation - creative development" can extend the cultural heritage industry beyond traditional exhibition models [12]. - The international issuance of stablecoins can enhance the global recognition of Chinese culture, using cultural symbols as anchors for stablecoins [13]. Group 4: Challenges and Future Trends - Establishing a cross-disciplinary evaluation committee is necessary to address valuation and regulatory compliance issues, ensuring adherence to laws like the Cultural Relics Protection Law [14]. - Security measures against technological risks and user education are essential for the successful implementation of blockchain systems [15]. - Balancing cultural ethics and sustainable development is crucial to avoid over-commercialization of cultural heritage [16]. - Future trends include the improvement of regulatory frameworks, deeper technological integration of AI and blockchain, and the expansion of international cooperation in cultural asset digitalization [16].

（原标题：基康技术7月29日龙虎榜数据） 基康技术（830879）今日上涨20.36%，全天换手率17.95%，成交额8.18亿元，振幅26.13%。龙虎榜数据显示，营业部席位合计净卖出208.32万 元。 北交所公开信息显示，当日该股因日涨跌幅达到20.36%上榜，营业部席位合计净卖出208.32万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交1.35亿元，其中，买入成交额为6623.01万元，卖出成交额为6831.33万元，合计净 卖出208.32万元。 (产品代码: 560800) ★ 跟踪：中证数字经济主题指数 近五日涨跌：4.37% 市盈率：62.36倍 资金流向：最新份额为9.7亿份，减少了600.0万份，主力资金净 流入234.7万元。 基康技术7月29日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 1849.60 | 1549.19 | | 买二 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 1763 ...