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浙数文化(600633):一季度利润大幅增长 看好公司后续AI应用布局
Xin Lang Cai Jing· 2025-04-23 12:26
浙数文化公司发布25Q1 季报,实现营业收入7.06 亿元,同比增长4.16%;实现归母净利润1.44 亿元, 同比增长44.86%;实现归母扣非净利润1.03 亿元,同比增长44.56%。 公司控股股东为浙报传媒控股,主业分别为数字文化领域、数字技术领域、数据运营领域及产业投资领 域。24 年公司边锋网络旗下边锋掼蛋成为国内首款日活破百万的掼蛋APP,游戏业务占公司整体收入 的43.7%,整体运营稳定;数字营销业务24 年占比约25%,同比增长130.23%,成为公司新的增长点。 同时,公司不断深化以富春云互联网数据中心、浙江大数据交易中心为基础,构建的 数据存储与交易 流通业务,积极拥抱人工智能技术,大力推进先进 AI 算力建设,加强培育人工智 能技术赋能的数字技 术矩阵;不断通过传播大脑科技公司、杭州城市大脑公司、智慧网络医院、 淘宝天下等垂直领域的数 字业务主体,深化布局数字融媒、城市智治、智慧医疗、数字文旅等人 工智能数字应用场景生态;不 断完善以"数字文化+、数字技术+、数据运营+、创新赛道"为核心发 展方向的"3+1"数字生态版图,形 成独特的竞争优势。 浙江大数据交易中心完成股权重组,公司实现 ...
ST龙宇多项违规遭监管严查,8.68亿资金被占陷退市危局
Sou Hu Cai Jing· 2025-04-23 00:30
2023年8月,上海监管局对ST龙宇(统一社会信用代码:91310000630723959H)实施现场检查。经详细 核查,发现该公司存在重大问题。在2022年至2023年上半年期间,ST龙宇发生多笔大额关联交易,既 未履行必要的审议程序,也未依规进行信息披露。与此同时,部分贸易业务经核实不具备真实商业实 质。这些违规行为导致ST龙宇2022年年报、2023年半年报出现虚假记载内容。上述行为已严重违反 《上市公司信息披露管理办法》(证监会令第182号)第三条第一款、第二十二条第一款及第二款第一 项,以及证券法第八十条第一款及第二款第三项相关规定。直至2024年8月31日,公司才发布公告宣布 将进行会计差错更正。 在资金占用问题上,ST龙宇控股股东及其关联方非经营性占用公司资金累计达9.18亿元。尽管已主动归 还5000万元,但截至目前,剩余被占用资金余额仍有8.68亿元。若不能在规定期限内收回这笔巨额被占 用款,公司将面临强制退市的重大危机。 记者 黄敏 2024年12月17日,上海龙宇数据股份有限公司(以下简称"ST龙宇")发布公告称,于2024年12月16日 收到中国证券监督管理委员会(以下简称"中国证监会 ...
筑牢数据发展与跨境安全,南沙先行先试打造数据要素跨境流动高地
南方财经全媒体记者卓皙雯 广州报道 随着数字经济全球化进程加速,数据跨境流动合规难题亟待破解。近日,南方财经全媒体记者获悉,下 一代互联网国家工程中心粤港澳大湾区创新中心(以下简称"创新中心")提供的个人信息出境标准合同 订立与备案咨询服务,已助力数家广州企业成功完成数据出境合同备案。这一实践为企业解决数据跨境 合规难题提供了可复制的"南沙经验"。 随着数据成为数字经济发展的核心动力,数据跨境流动已成为激活数据要素价值的关键环节。作为粤港 澳大湾区数据要素市场体系的核心区域,广州南沙在对外合作和数据便捷流动方面具有显著优势,在南 沙开展数据跨境合规流动实践已成为许多企业的首选。 距国家互联网信息办公室2024年3月22日出台实施《促进和规范数据跨境流动规定》一周年,广州南沙 一直在数据跨境流动探索上先行先试,以政策支持和实践创新等多举措并举落实,其数据出境业务生态 正经历深刻变革。 在粤港澳大湾区,南沙企业早已有了明确的数据跨境合规路径、备案流程和安全要求。《粤港澳大湾区 (内地、香港)个人信息跨境流动标准合同实施指引》《粤港澳大湾区(内地、澳门)个人信息跨境流 动标准合同实施指引》等一系列文件陆续出台,为南 ...
中国改革现场丨“点数成金”修炼指南
Yang Guang Wang· 2025-04-21 07:09
Core Viewpoint - The article emphasizes the importance of data as a valuable asset in the digital economy, highlighting the potential for companies to monetize their data through proper management and integration into financial statements [1]. Group 1: Data Asset Market Potential - The total market size for data assets in China is estimated at 8.6 trillion yuan, with the potential to exceed 60 trillion yuan when including derivative markets [1]. - The establishment of a data bureau and the Ministry of Finance's push for data resources to be included in financial statements indicates a significant shift in recognizing data as a financial asset [1]. Group 2: Case Study of Data Asset Integration - Guangdong province is leading the way in integrating data assets into financial statements, with companies like Zhonghang Meili Urban Sanitation Group taking the initiative [1][11]. - The company has begun the process of organizing and classifying its data, which includes operational data related to urban environmental management [11][12]. Group 3: Steps to Monetize Data - The first step in monetizing data is to organize and clean it, ensuring that it is valuable and measurable [11][12]. - The second step involves confirming data ownership and registering it, which includes obtaining a data asset registration certificate [16][18]. - The final step is to facilitate data trading, where companies can realize economic benefits from their data assets [23][24]. Group 4: Challenges and Industry Insights - Companies face challenges in recognizing and valuing their data assets, particularly those in traditional industries with lower digitalization levels [27]. - The lack of clear standards for data asset valuation is a significant barrier, necessitating the development of industry guidelines and standards [27]. - As of September 2024, 66 companies have disclosed data asset integration, with a total value exceeding 1.4 billion yuan, primarily among state-owned and listed enterprises [27][28].
零点有数2024年年报解读:净利润下滑35.05%,财务费用变动45.86%
Xin Lang Cai Jing· 2025-04-20 08:42
Core Insights - The company's operating revenue for 2024 is 343,457,243.00 yuan, a decrease of 8.99% compared to 2023's 377,383,471.56 yuan, indicating challenges in market expansion [1] - The net profit attributable to shareholders is -71,955,679.90 yuan, worsening from -53,281,977.19 yuan in 2023, reflecting a decline of 35.05% [1][2] - The company has adjusted its R&D investment structure, with R&D expenses amounting to 66,991,050.55 yuan, a significant decrease of 29.21% from 2023 [3] Revenue and Profit Analysis - Public affairs data analysis and decision support services generated revenue of 153,002,585.83 yuan, down 19.17% year-on-year, indicating a shrinking market demand or increased competition [1] - Commercial data analysis and decision support services saw revenue of 190,454,657.17 yuan, a modest increase of 1.25%, but insufficient to offset the decline in the public affairs segment [1] - The basic earnings per share is -1.00 yuan, down 35.14% from -0.74 yuan in 2023, indicating weakened profitability [2] Expense and Investment Overview - Sales expenses increased by 5.34% to 33,207,855.51 yuan, likely due to heightened marketing efforts [3] - Management expenses rose by 9.38% to 37,908,178.63 yuan, attributed to expanded operational scale [3] - Financial expenses decreased by 45.86% to -5,736,640.30 yuan, primarily due to lower interest expenses [3] R&D and Personnel Changes - The number of R&D personnel increased from 147 in 2023 to 169 in 2024, with a notable shift towards more experienced staff [4] - R&D personnel with bachelor's degrees rose from 86 to 104, while those with master's degrees decreased from 24 to 20 [4] Cash Flow and Financing Activities - The net cash flow from operating activities improved to -35,824,674.66 yuan, a 21.47% increase from -45,621,369.88 yuan in 2023 [5] - The net cash flow from investing activities was -19,347,632.53 yuan, reflecting a 4.50% decline, influenced by increased cash outflows from acquisitions [5] - The net cash flow from financing activities decreased significantly by 161.34% to -25,212,792.08 yuan, largely due to share buybacks [5] Performance Commitments - The company has performance commitments from Haiyi Zhi for 2024-2026, with 2024's audited net profit at 1,069.05 million yuan, achieving 97.19% of the target [8] - Future performance of Haiyi Zhi is critical for the overall financial health of the company, with potential implications for goodwill impairment if commitments are not met [8]
[路演]上海钢联业绩说明会:2024年数据订阅服务收入同比增长4.82%
Quan Jing Wang· 2025-04-11 05:55
Core Viewpoint - The company is focusing on diversifying its business beyond the steel industry, despite the current challenges in the steel sector, and is seeing growth in its data service revenue from non-steel industries [1][2]. Group 1: Business Segments - The company's main business is divided into industrial data services and steel trading services [2]. - The industrial data services have expanded from black metals to include non-ferrous metals, energy chemicals, construction materials, agricultural products, new energy, new materials, and renewable resources [1]. - In 2024, the revenue from data subscription services is expected to grow by 4.82% year-on-year, indicating a continuous increase in data service business from non-steel industries [1]. Group 2: Market Strategy - The company emphasizes the importance of market value management and is implementing various measures to enhance its value [1]. - Strategies include technological innovation, digital transformation, and expansion into overseas markets to strengthen core competitiveness and drive business growth [1]. - Future investments will focus on AI technology, integrating it with data, knowledge, research, and technology to create comprehensive solutions and enhance market recognition of the company's value [1].
李晶:数据跨境与加工,怎样吃到新的经济增量蛋糕?
Guan Cha Zhe Wang· 2025-04-09 00:12
导读:今天,中国实体出口贸易到达天花板,全球金融、航运等传统领域服务贸易格局不易 打破,数据跨境服务,是一块全新的经济增量蛋糕。 麦肯锡预测,数据流动量每增加10%,将带动GDP增长0.2%。经济合作与发展组织 (OECD)测算,数据流动对各行业利润增长的平均促进率在10%,在数字平台、金融业等 行业中可达到32%。 当前,中国大约贡献全球数据总量的10%左右,但中国企业在国际数据市场上的市场占有率 只有不到2%。相较而言,美国目前的市占率在30%左右,欧盟在10%左右。 日前,跨境数科总经理李晶向科工力量分享了他关于中国参与全球数据治理和产业规则标准 制定的思考。 科工力量:为什么说跨境数据流动对很多企业来说是刚需? 李晶:全球迈入数字经济时代,现在数字化、产业数字化的转型程度高,转型速度快。 今天,几乎国内外所有的跨国大型企业的业务管理流程,都使用数字化系统,数据是数字化 系统中的核心要素,尤其是最近几年,随着通信、算力、算法等技术突破,大数据、人工智 能的产业应用加速落地,很多企业已经把数据资源看成生命线。 数据作为数字化、网络化和智能化的基础,已迅速融入生产、分配、流通、消费以及社会服 务管理等各个环 ...
北京最新发布!探索数据入股、数据资产证券化→
证券时报· 2025-04-08 11:29
日前,北京市发布《北京市关于建设数据要素综合试验区的实施意见(征求意见稿)》(下称《意 见》),提出以数据要素市场化配置改革为主线,加快构建"数据基础制度+数据基础设施"双轮驱动体 系,推动数据要素价值向资本市场深度释放。 《意见》以数据要素资产化作为重要突破方向,探索数据入股、数据信贷、数据信托和数据资产证券化等数据 资产流通模式。同时,支持数据企业上市,加强北京国际大数据交易所与北京证券交易所联动。并鼓励各类金 融机构创新产品和服务,加大对数据领域企业的融资支持力度,引导社会资本有序参与数据资源开发利用。 支持数据企业上市 《意见》将数据要素资产化作为重要突破方向,鼓励发展数据资源、数据产品、数据资产等多类型数据流通交 易。推动数据资源依托数据流通利用基础设施实现跨主体、跨平台安全合规流通,鼓励以公共数据增值产品入 场引领高价值、高频次数据流通交易,探索数据入股、数据信贷、数据信托和数据资产证券化等数据资产流通 模式。 资本市场参与路径进一步清晰。《意见》提出,支持数据企业上市,加强北京国际大数据交易所与北京证券交 易所联动。同时,明确鼓励设立数据产业基金,引导社会资本参与数据资源开发。具体来看,《意见》 ...
解锁客户资源,发现无限商机
Wind万得· 2025-04-07 22:24
Core Viewpoint - In a competitive business environment, accurately acquiring customer resources and understanding market trends are crucial for success. Efficiently identifying potential business opportunities and quickly targeting customers is essential [1]. Group 1: Customer Acquisition - Traditional customer acquisition methods rely on personal connections or blind promotions, which are inefficient and costly. The Wind Global Enterprise Database supports multi-dimensional filtering, enabling rapid generation of precise customer lists, effectively doubling customer acquisition efficiency [3]. - For instance, a semiconductor company can find a list of chip design companies by setting criteria such as "region," "product," "business scope," "company size," and "contact number," resulting in a 40% increase in signing rates [3]. Group 2: Market Insights - The bidding analysis module of the Wind Global Enterprise Database allows real-time tracking of national bidding projects, helping companies optimize their bidding strategies and not miss any collaboration opportunities. For example, a construction company discovered a surge in demand for green building materials in the East China region, leading to a 30% increase in their winning bid rate [7]. Group 3: Resource Connection - The Wind Global Enterprise Database offers a ranking directory feature, providing authoritative lists of industry leaders, specialized enterprises, unicorns, state-owned enterprises, and central enterprises, covering over 100,000 high-quality companies nationwide [8]. - A financial assistance company can search for high-tech enterprise clients directly through the "high-tech enterprise" directory, quickly obtaining quality enterprise resources [9]. - A photovoltaic company, by filtering the "Zhejiang Province Green Factory Directory," signed contracts with five industrial clients with annual purchases exceeding 10 million within three weeks, enhancing signing efficiency [10]. Group 4: Comprehensive Data Coverage - The Wind Global Enterprise Database covers over 350 million enterprises globally, providing comprehensive corporate information, equity structure, executive teams, investment records, operational data, intellectual property, and judicial risks, thus aiding financial institutions in due diligence, risk assessment, and customer selection [10].
利好来了!中办、国办,重磅发布!
券商中国· 2025-04-02 09:27
Core Viewpoint - The article discusses the issuance of the "Opinions on Improving Price Governance Mechanism" by the Central Committee and the State Council, aiming to deepen price reform and enhance the price governance mechanism in China. Group 1: Key Points of the Opinions - The direction of reform adheres to the socialist market economy, allowing the market to determine prices where possible, facilitating the efficient flow of high-quality production factors, and effectively serving the construction of a unified national market [2][5] - The opinions emphasize the need to improve the pricing mechanism for refined oil, deepen the market-oriented reform of natural gas prices, and accelerate the establishment of a coal market pricing mechanism [2][3] - It calls for the development of important commodity spot and futures markets, optimizing rules for futures listing, trading, and regulation, and solidifying the foundation for market price formation [3][4] Group 2: Price Regulation and Monitoring - The opinions propose to abolish price policies that hinder the construction of a unified national market and fair competition, preventing inappropriate government intervention in price formation [4][10] - It emphasizes the need for a transparent and predictable market price regulation mechanism, enhancing the supervision of market price behavior and maintaining market order [13][27] - The article highlights the importance of strengthening anti-monopoly regulation and enforcement to prevent and curb monopolistic behaviors in key sectors such as transportation, tourism, and education [4][9] Group 3: Agricultural and Energy Pricing Policies - The opinions outline the need to improve agricultural pricing policies to ensure stable and safe supply of food and important agricultural products, including mechanisms for price, subsidies, and insurance [3][23] - It also emphasizes the establishment of pricing policies that promote green and low-carbon transformation in energy, including mechanisms for natural gas power generation and energy storage [6][24] Group 4: Public Services and Digital Economy - The opinions call for the establishment of pricing policies for public services to ensure equitable access, including government-guided pricing for basic services in public and private institutions [4][24] - It highlights the need for innovative pricing policies for public data to facilitate the safe and efficient development of the digital economy [25][11] Group 5: Implementation and Coordination - The article stresses the importance of inter-departmental coordination and collaboration to effectively implement the opinions, ensuring that various tasks are clearly defined and executed [15][30] - It also mentions the need for a robust price monitoring and early warning system to enhance the timeliness and relevance of price monitoring [28][29]