在技术迭代与市场变革的夹缝中，探索新的生存法则，重新定义企业的使命。 "一方面是数据业务，一方面是人工智能，应该向着哪个方向去发力？这是我们这两年努力探索的问题。"沈益民告诉36氪四川，"站在这样一个时间节点 上，我们开展的工作也恰好分成了两大类型，一类是围绕数据标识的基础通用部分，一类是以传统数据分析结合人工智能大模型的专用部分。" 成都边界元科技有限公司 成都边界元科技有限公司（以下简称"边界元"）成立于2012年，是一家产学研结合紧密的高校教师创业企业，创始人、董事长沈益民是成都工业学院教授、 电子科技大学校外研究生导师，同时担任四川省产业大数据应用研究院执行院长。据了解，「边界元」在"数据要素"方面已经建立了相对稳固的行业地位， 正积极拓展人工智能领域业务。 近年来，人工智能技术浪潮席卷全球，各行各业争相乘上"AI+"的东风。互联网"巨头"们调整战略方向，拆解既有业务架构，将资源向AI领域倾斜；已有明 确业务范畴的信息技术企业更是被迫直面业务转型与自我重塑的课题。 建立平台，让数据要素标识更好用 数据要素标识是每个数据资源的统一、唯一、不变的编码（ID），用于在数据登记确权、流通交易、授权运营、增值利 ...

Core Viewpoint - The article highlights the recent entry of two companies, Pengbo and Longyu, into the delisting arrangement period, indicating significant stock price risks in the A-share market [1][2][3]. Summary by Sections Company Overview - Pengbo, officially known as Pengbo Telecom Media Group Co., Ltd., has seen its stock price plummet, with a drop exceeding 64% to a low of 0.22 yuan. The company, once valued at over 600 billion yuan, now has a market capitalization of approximately 4 billion yuan, representing a decline of over 99% from its peak [4][6][7]. - Longyu, officially Shanghai Longyu Data Co., Ltd., also experienced a sharp decline, with its stock price falling over 45% during trading. The company is recognized as a green digital ecological service provider and a bulk commodity trading service provider [8][9][10]. Financial Reporting Issues - Both companies faced delisting due to their 2023 annual financial reports being issued with audit opinions that could not express a view. This led to the Shanghai Stock Exchange's decision to terminate their listings [7][10]. - Pengbo's stock was under delisting risk warning since May 6, 2024, and its 2024 annual report also received an audit opinion that could not express a view [7][10]. - Longyu similarly received a delisting warning and had its 2024 financial report audited with a negative opinion on internal controls [10]. Market Reactions - The stock prices of both companies saw drastic declines, with Pengbo's trading volume significantly increasing during the sell-off [4][8]. - The article notes that other companies, such as Longjin and Renrenle, are also entering the delisting arrangement period, indicating a broader trend of financial distress among A-share listed companies [12][13][14].

Core Viewpoint - YuanGuang Technology, known as the "first stock of smart time-series data," has officially listed on the Hong Kong Stock Exchange, with an offering price of HKD 9.75 per share, aiming to become a "data vascular" system driving efficient urban operations [1] Group 1: Investment Value and Market Opportunity - The investment value of YuanGuang Technology is rooted in its solid competitive moat and the unique timing of its market entry [1] - The company has established a significant presence in the lower-tier market, covering 274 cities and 466 towns in China, with nearly 300 million users, making it the largest real-time bus information platform in the country [4] - The accuracy of the platform's data is noteworthy, with bus route display accuracy at 99.5% and real-time location accuracy at 97.8%, both exceeding the industry average of approximately 90% [4] Group 2: Business Model and Financial Performance - YuanGuang Technology's business model capitalizes on the "forced attention" of commuters, allowing it to effectively monetize its user base through targeted advertising [5] - Revenue has grown from CNY 135 million in 2022 to CNY 206 million in 2024, with a compound annual growth rate (CAGR) of 23.53% [5] - The company's gross profit increased from CNY 98.8 million to CNY 157 million during the same period, with a CAGR of 26.06% and gross margins of 73.0%, 76.3%, and 76.4% respectively [5] Group 3: Technological Adaptability and Future Potential - The algorithms developed by YuanGuang Technology, centered around bus time-series data, are proving adaptable across various industries, indicating potential for global expansion [6] - The company has launched new product lines in renewable energy and industrial internet sectors, showcasing its ability to apply its technology in diverse scenarios [6][8] Group 4: Market Conditions and IPO Timing - The timing of YuanGuang Technology's IPO aligns with a recovery in liquidity and a rebound in technology stock valuations in the Hong Kong market, with major indices showing over 20% gains this year [9][10] - The influx of southbound capital has significantly benefited new listings and small to mid-cap growth stocks, with net purchases exceeding HKD 600 billion this year [10] Group 5: Social and Economic Impact - YuanGuang Technology's deep coverage of lower-tier markets and high data accuracy contribute to optimizing urban public resources and bridging the information gap between urban and rural areas [15] - The company's value extends beyond financial metrics, as its technology supports urban digital transformation and enhances public service efficiency, creating a competitive barrier in the smart economy era [15]

Core Insights - Jiangsu Province has launched the first batch of 40 projects under the "123+" initiative to develop a trusted data space, marking a significant step in building a high-quality trusted data ecosystem [1][2] - The trusted data space aims to create a secure environment for data circulation, addressing issues of reluctance and inability to utilize data effectively, thereby enhancing the value of data elements [1] - The initiative focuses on ten key areas, including digital transformation of enterprises and advanced manufacturing, with a goal to establish over 10 national benchmarks and 20 provincial models by 2028 [1][3] Project Selection Criteria - The selected projects align closely with national strategies, with 9 enterprise trusted data spaces, 20 industry trusted data spaces, 7 city trusted data spaces, and 4 cross-border trusted data spaces [2] - For example, the Nanjing city trusted data space focuses on resilient city construction and precise urban governance, facilitating the integration of public, enterprise, and personal data [2] Industry-Specific Features - The projects reflect Jiangsu's industrial characteristics, with a focus on the "1650" industrial development system and "51010" strategic emerging industries [3] - Notable projects include the steel industry chain collaboration data space, which aims to integrate supply chain data to promote digital transformation and upgrade of traditional industries [3] Sustainability and Business Models - The trusted data spaces are encouraged to develop sustainable business models, exploring new revenue streams through user engagement and product offerings [4] - For instance, the Jiangsu healthcare industry trusted data space plans to implement a dual evaluation system based on contribution and transaction volume, projecting a return on investment of over 20% within two years [4] Future Management and Development - The Jiangsu Provincial Data Bureau will implement dynamic management of selected projects, regularly assessing progress and outcomes to ensure effective demonstration and leadership [4] - The initiative aims to encourage more innovative entities to participate, contributing to the overall development of the trusted data space in Jiangsu and providing a model for national data space system construction [4]

证券代码：603003 证券简称：*ST 龙宇 公告编号：2025-046 上海龙宇数据股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 始日为 2025 年 6 月 10 日，预计最后交易日期为 2025 年 6 月 30 日。 交易日，剩余 15 个交易日，交易期满将被终止上市。敬请投资者审慎投资、 注意风险。 二、公司股票退市整理期交易起始日及交易期限 牌，公司股票终止上市。敬请投资者审慎投资、注意风险。 时了结股票质押式回购、约定购回、融资融券、转融通、沪股通等业务。 到期的司法冻结业务，建议有权机关在股票终止上市日前通过原协助执行渠 道提前办理续冻手续。 元（含）且不超过人民币 10,000 万元（含），回购股份价格不超过人民币 4.85 元/股（含）。因公司回购金额有限，存在短期内完成回购的情形；根据《上 市公司股份回购规则》，公司不得在退市整理期首日进行股份回购；本次股 份回购存在因股票价格持续超出回购价格上限而导致本次回购计划无法顺 利实施的风险。 回购股份方案的提议人在回购期间、未 ...

Group 1 - The company Shanghai Chengdi Xiangjiang Data Technology Co., Ltd. is set to hold its 2024 Annual General Meeting on June 12, 2025, at 14:00, utilizing a combination of on-site and online voting methods [1][2] - The company has announced the use of Shanghai Stock Exchange Information Co., Ltd. to provide a shareholder meeting reminder service, which will proactively notify shareholders about the meeting and voting details via smart SMS [2] - Shareholders will be able to vote directly through the provided instructions in the SMS or through existing trading and internet voting platforms in case of congestion [2]

在泰安，数据要素正深度融入千行百业，打造多个应用场景。上线"信用精准画像"等数据产品，赋能银 行信贷业务。"寿比泰山"智慧养老服务平台整合51家养老服务机构和商家进驻。"泰山+畅游天下"平台 整合票务、酒店等数据资源，形成"一部手机游泰山"服务生态。以齐鲁银行（601665）、农商行等金融 机构为试点，探索开展数据资产质押融资。"泰山易停"平台提供停车服务近700万人次。打造恒信高科 智慧配煤系统等200多个"数据要素×"场景，全面释放数据要素乘数效应。 为确保改革行稳致远，泰安构建起"技术+制度"双重保障体系。泰安市委、市政府成立数据产业化工作 专班，出台《关于加快数据要素资产化的实施意见(试行)》《泰安市公共数据开发利用管理办法(试 行)》，率先构建了公共数据价值化实现路径。试点推进可信数据空间建设，应用隐私计算等技术，确 保"原始数据不出域，数据可用不可见，数据可控可计量，数据可溯可审计"。加快壮大数据标注产业， 集聚30余家数据标注企业，初步构建起从数据采集、清洗、标注到大模型训练应用的全流程产业链条。 (李雪) 中国发展网讯近年来，泰安市以数据要素市场化配置改革为主线，围绕"数据资源整合、要素流通配 ...

Group 1 - The Shenzhen Municipal Bureau of Commerce and the Municipal Development and Reform Commission have jointly issued a plan to promote high-quality development of service trade and digital trade, which includes the establishment of a national-level data exchange and the deepening of cultural big data trading pilots [1] - The policy is favorable for the data element industry chain, positively catalyzing companies involved in cloud computing and data services within the major components of the big data ETF [1] - As of June 4, the big data ETF (159739.SZ) rose by 0.76%, with its associated index, cloud computing (930851.CSI), increasing by 0.82% [1] Group 2 - According to Zheshang Securities, the Chinese public cloud market is driven by generative AI, returning to double-digit growth, with a projected year-on-year increase of 15.8% in H2 2024 [2] - Alibaba Cloud leads the IaaS and PaaS market with shares of 26.1% and 24.4% respectively, significantly ahead of competitors [2] - The integration of cloud computing and AI is a key industry trend, with cloud vendors optimizing infrastructure and large models to enhance user experience and expand long-tail customer coverage [2]

Core Viewpoint - The company 易华录 (300212.SZ) is transferring 31.77% of its subsidiary 国富瑞数据系统有限公司 to 中电科投资控股有限公司 for 500 million yuan to alleviate financial pressure and enhance liquidity while maintaining control over the subsidiary [1][4][5]. Financial Performance - As of the end of Q1 this year, the company's debt-to-asset ratio reached 89.02%, the highest in its history, indicating significant financial pressure [2][5]. - The company reported a total loss of 47.55 billion yuan for 2023 and 2024, with a net loss of 1.20 billion yuan in Q1 this year, although this represented a significant reduction in losses compared to previous periods [2][9]. - The operating revenue for Q1 this year was 2.04 billion yuan, reflecting a year-on-year increase of 5.22%, while the net profit attributable to shareholders showed a 35.51% improvement in loss reduction [9]. Capital Operation - The transfer of 国富瑞's shares is part of a strategy to optimize the subsidiary's equity structure and improve asset liquidity, with the proceeds from the transaction expected to support the company's operational development [1][5]. - After the transfer, 易华录 will still control 国富瑞 through agreements that allow it to maintain 51% of the voting rights, ensuring that the subsidiary remains a core part of its business [4][5]. Historical Context - Since its listing in 2011, the company has faced fluctuating performance, with a significant decline in revenue and net profit since 2021, leading to four consecutive years of losses totaling 52.01 billion yuan [7][8]. - The company has been undergoing a strategic transformation since 2015, focusing on data lake development and related sectors, which has contributed to its current financial challenges [7].

2.时间 + 价格：为电力交易商开发原型分析工具，通过分析电价波动提供交易策略指导，目前处于试点阶 段。 3.时间 + 设备状态：研发共享电单车超载监测工具，通过识别设备运行状态异常事件，帮助运营商合规管 理，处于开发阶段。 元光科技集团（MetaLight Inc.，下称"元光科技"），股票代码2605.HK，于2025年6月2日至6月5日期间招 股，百惠金控团队担任联席账簿管理人及联席牵头经办人。 此次IPO项目全球发行约2485.6万股，招股价为每股9.75港元，预计净集资额约2.42亿港元。据百惠金控了 解，元光科技预计会在2025年6月10日挂牌上市。 据招股书披露，元光科技是中国公交领域领先的时序数据智能服务提供商，核心业务通过大数据分析与人 工智能技术为用户和企业提供服务。公司旗下旗舰产品 "车来了" 于2013年推出，是 2023 年中国城市覆盖 范围最大的实时公交信息服务平台。 截至 2024 年 12 月 31 日，"车来了" 覆盖超 450 个城市及乡镇，累计用户约 298.4百万，平均月活跃用户约 29百万。除面向用户的移动应用外，公司还为交通机构提供公共交通分析平台等数据技术服务，并 ...