IDC中国全球及中国副总裁王吉平在演讲中提到，智能终端制造商出海需精准把握全球化战略与新兴机 遇。他深入剖析了新兴市场需求增长态势，指出5G和AI等新兴技术的强劲驱动作用，以及消费者行为 的显著变化等关键市场趋势。同时，王吉平也指出了企业出海将遇到的挑战，涵盖政策法规差异、品牌 文化碰撞、复杂供应链物流，以及激烈国际与本土品牌竞争等多方面。他给出应对策略，包括精准选择 目标市场、实施本地化设计、拓展多渠道销售、强化品牌营销和推进生态合作等。王吉平强调，未来厂 商要紧抓元宇宙、物联网创新机遇，推进可持续发展，平衡全球化布局与本地化需求。 本报讯(记者冯雨瑶)6月17日，IDC Directions：ICT市场趋势论坛(北京站)成功举办，ICT业界头部企业 代表、行业数字化专家、投资机构等400余位嘉宾聚集一堂，探讨AI领航的时代，如何重塑业务转型之 路。 IDC中国副总裁兼首席分析师武连峰分享了关于AI大转型的深度洞察。基于IDC研究，到2030年AI累计 产生的全球经济影响将达22.3万亿美元，占全球GDP的3.7%，其巨大的中长期价值驱动企业进行AI大转 型。他提出，AI大转型需要转变战略、员工与组织等，并 ...

Group 1 - The collaboration between Hangzhou Dianzi University (HDU) and Hikvision aims to enhance practical skills in embedded systems through a specialized course, benefiting both students and the company [5][6][7] - The "Hikvision Class" has successfully integrated theoretical knowledge with practical applications, resulting in a direct pathway for students to secure internships and employment at Hikvision [5][6][7] - Over three years, the program has enrolled 148 students, with a significant employment rate, as 7 out of 10 interns from the first cohort secured jobs at Hikvision [6][7] Group 2 - The partnership has established a comprehensive talent cultivation model that aligns educational outcomes with industry needs, facilitating a seamless transition from academia to employment [5][6][7] - HDU has formed various industry alliances, including the Zhejiang Province Digital Economy Integration Alliance, to further enhance its educational offerings and student employability [7][8] - The university's initiatives have resulted in 70% of graduates entering the digital industry, with 80% serving local enterprises, showcasing the effectiveness of its educational strategies [7][8] Group 3 - HDU has implemented a range of career support services, including an online employment system and a career experience center, to assist students in their job search and career planning [8][9] - The university actively engages with employers and alumni to expand job opportunities, having visited over 550 companies and secured more than 2,600 job openings [8][9] - The career experience center is designed to inspire students by showcasing alumni career stories and providing a platform for career exploration [8][9]

Core Viewpoint - Unisoc Co., Ltd. is preparing for a secondary listing on the Hong Kong Stock Exchange, driven by the increasing demand for computing power from its DeepSeek large model, positioning itself as a leading provider of digital and AI solutions in the ICT sector [1][2]. Company Overview - Unisoc is a subsidiary of Tsinghua Unigroup, originally listed on the Shenzhen Stock Exchange in November 1999, and is part of a larger group that includes multiple listed companies in both A-shares and H-shares [1]. - The company ranks third in China's digital infrastructure market and second in both the networking and computing/storage infrastructure markets, according to Frost & Sullivan [1]. Business Model and Revenue - Unisoc offers a comprehensive range of digital solutions, integrating cloud computing, big data, AI, IoT, cybersecurity, and edge computing, which supports various industries in their digital transformation [2]. - The company has four major subsidiaries, with H3C contributing the most to its revenue, recognized as a leading manufacturer of AI servers and Ethernet switches [2]. Financial Performance - Unisoc's revenue has shown steady growth, with reported revenues of approximately 737.52 billion RMB, 775.38 billion RMB, and 790.24 billion RMB for the years 2022, 2023, and 2024, respectively [3]. - The digital solutions segment has become the main revenue driver, accounting for 62.7%, 68.4%, and 70.5% of total revenue in the same years [3][4]. Profitability - The company's net profits from continuing operations were approximately 37.42 billion RMB, 36.85 billion RMB, and 19.82 billion RMB for 2022, 2023, and 2024, respectively, with a declining gross margin from 19.8% to 16.0% over the same period [5]. - Despite a drop in profit for 2024 due to increased costs and reduced margins, the company maintains a strong cash position with 73.17 billion RMB in cash and cash equivalents by the end of 2024 [5]. Market Trends - The global digital solutions market has been growing steadily, projected to increase from 1.5 trillion USD in 2020 to 2.6 trillion USD by 2024, with a compound annual growth rate (CAGR) of 14.1% [7]. - The market is expected to reach 4.8 trillion USD by 2029, with a CAGR of 12.7% from 2024 to 2029, driven by advancements in cloud computing, AI, and other technologies [7]. Competitive Landscape - The company faces increasing competition from major players like Huawei and ZTE, particularly in the telecommunications sector, and must navigate challenges from rising self-developed hardware by cloud service providers [11]. - Unisoc's IPO proceeds are intended for R&D, strategic investments, and global market expansion to strengthen its competitive position [11]. Future Outlook - The successful listing on the Hong Kong Stock Exchange is anticipated to elevate the company's market presence, with potential for strong long-term value driven by technological barriers and favorable policies [12].

2.融资便利：H 股募资可用于海外研发中心建设、并购整合（比如对新华三的进一步支持）； 3.地缘避险：A+H 双平台架构能分散单一市场的政策风险，尤其在中美科技博弈背景下，港股的身份更 利于拓展欧美以外的新兴市场。 2025 年一季度，紫光股份营收 207.9 亿元，同比增长 22.25%，这个增速在传统硬件厂商中堪称亮眼。更 重要的是，其控股子公司新华三的国内政企业务收入同比增长26.07%，国际业务收入同比增长20.1%。 这说明什么？紫光不仅是国内数字化基建的扛把子，还在国际市场上撕开了一条口子。 根据弗若斯特沙利文的报告，紫光股份在中国数字化基础设施市场收入排名第三，而其 "万卡级集群网 络互联方案" 更是目前全球少数能实现超大规模 AI 算力集群无缝互联的技术之一。在 AI 算力军备竞赛 中，紫光相当于给各大厂商 "卖铲子"—— 无论你训练的是大模型还是搞智能城市，总得先买我的网络设 备和服务器。这种底层技术的卡位，让紫光在 AI 浪潮中占据了不可替代的生态位。 港股IPO：全球化野望的"关键一跃" 如果要在A股找一个"闷声发大财"的AI基础设施巨头，紫光股份（000938.SZ）绝对排得上号。这家 ...

5月22日，在第25个国际生物多样性日到来之际，紫光股份（000938）旗下新华三集团持续响应2025主 题"万物共生 和美永续"的号召，联合中国绿化基金会发起"让AI有爱——ICT技术助力生物多样性保 护"项目二期落地神农架国家公园。 该地位于湖北省神农架林区，是联合国教科文组织（UNESCO）世界生物圈保护区、世界地质公园、世 界自然遗产和国际重要湿地，2023年更被世界自然保护联盟（IUCN）授予"世界最佳自然保护地"称 号，是全球14个具有国际意义生物多样性保护和研究的关键地区之一。 神农架国家公园拥有被称为"地球之肺"的亚热带森林生态系统、被称为"地球之肾"的泥炭藓湿地生态系 统，是世界生物活化石聚集地和古老、珍稀、特有物种避难所，被誉为北纬31°的绿色奇迹。神农架国 家公园有珙桐、红豆杉等国家重点保护的野生植物90种，野生鸟类470种，旗舰物种神农架金丝猴、林 麝、金雕等重点保护野生动物138种，是中国重要的生物多样性保护区，也是全球范围内研究濒危物种 与生态系统的重要基地。 由于区域广阔、物种分布复杂，传统的监测和管理方式已然无法满足日益增长的保护需求。当前神农架 国家公园虽然在数字化保护方面也 ...

Core Viewpoint - The collaboration between GAC and Huawei marks a significant step in the innovation of the automotive industry, particularly in the electric vehicle (EV) sector, showcasing the potential of strong partnerships between traditional automotive manufacturers and technology giants [2][3]. Industry Overview - Guangdong's new energy vehicle (NEV) production reached 3.6178 million units in 2024, a 43% increase year-on-year, accounting for 25% of the national total [5]. - The province has established a complete NEV industry chain with over 12,000 related enterprises, covering everything from raw materials to manufacturing and after-market services [4][5]. - The automotive manufacturing sector in Guangdong achieved a revenue of 1.281273 trillion yuan in 2024, with a profit of 31.806 billion yuan, maintaining its position as the top producer in China for eight consecutive years [5]. Technological Innovation - Guangdong's R&D expenditure reached approximately 510 billion yuan in 2024, with a research intensity of about 3.6%, and the region has around 77,000 high-tech enterprises [6]. - The integration of automotive and ICT industries has strengthened Guangdong's position in the NEV market, facilitating technological advancements in key areas such as power batteries and intelligent networking [6]. Policy Support - The Guangdong government has implemented various policies to promote high-quality development in the NEV sector, including tax incentives and infrastructure support [7]. - The "Guangdong Province Development Action Plan for Strategic Pillar Industries (2023-2025)" aims for automotive manufacturing revenue to exceed 1.35 trillion yuan and NEV production to surpass 3 million units by 2025 [7]. Global Expansion - Guangdong's NEV exports reached 258,000 units in the previous year, a 37.3% increase, with a total value of 40.38 billion yuan, reflecting a strategic shift towards internationalization [8]. - Companies like GAC Aion are establishing factories in Thailand and Indonesia, while BYD is expanding its presence in Southeast Asia and Europe [9]. - The collaboration with international firms and the development of advanced technologies, such as the blade battery technology from BYD, are enhancing Guangdong's competitive edge in the global market [10].

Group 1 - The meeting between Moutai and Wuliangye focused on discussing the current challenges and future development of the Chinese liquor industry, emphasizing the importance of collaboration and mutual support during the cyclical adjustments [2][3][4] - Both companies acknowledged the need for a united front to navigate the current cyclical adjustments in the liquor industry, committing to enhance their cooperative mechanisms for high-quality development [4][5] - Moutai's General Manager Wang Li highlighted the importance of a rational perspective on the current cycle, advocating for long-term collaboration and the cultivation of a healthy consumption ecosystem within the industry [5][6] Group 2 - The two companies proposed a framework for collaboration that includes building a stable development environment, fostering innovation, and promoting green development within the industry [6][7] - Moutai and Wuliangye's commitment to avoiding internal competition and fostering a cooperative development ecosystem is seen as a model for the industry, aiming to enhance market order and brand value [6][7] - Moutai's proactive engagement with other leading companies, such as BYD and Huawei, reflects a broader strategy to integrate technological innovation into the liquor industry, supporting its transformation and internationalization [7][8]

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The paper finds that stronger firm digitalization is associated with higher tax revenues across countries, with a one-standard-deviation increase in firm digitalization linked to an increase in tax revenues-to-GDP by up to 3 percentage points, conditional on the level of digitalization of tax administration (GovTech) [3][12][17] - Firm digitalization significantly improves tax compliance among high-risk taxpayers, such as small and informal enterprises, particularly in the service sector, indicating that digitalization broadens the corporate tax base and enhances compliance [3][12][14] - There is a significant synergy between firm digitalization and GovTech, underscoring the importance of promoting both to enhance tax collection [3][12][14] Summary by Sections Introduction - The benefits of government digitalization (GovTech) for tax collection have been well acknowledged, with empirical studies showing that digitalizing tax administration can enhance revenue collection significantly [9] - The relationship between firm digitalization and tax revenues remains largely unexplored, necessitating further research to understand its potential impact on tax collection [10][11] Literature Review - A long-standing literature documents benefits from firm digitalization, including higher growth and resilience to shocks, but the impact on tax revenues is less understood [16][18] - Policies to foster firm digitalization include upgrading internet infrastructure and promoting IT skills, which are essential for enhancing tax compliance [19] Empirical Analyses - The report employs both country-level and firm-level analyses to investigate the relationship between firm digitalization and tax revenues [21][22] - Country-level evidence shows that countries with stronger firm digitalization have higher tax revenues, with a strong positive correlation between business digitalization and tax revenues [23][28] - Firm-level evidence indicates that firm digitalization is associated with a higher probability of paying taxes and larger tax payments, particularly in emerging markets and developing economies [49][58] Conclusions - The findings suggest a dual approach of promoting both GovTech and firm digitalization to enhance tax revenues, highlighting that investments in digitalization will yield future tax revenue increases [14][15]

5月15日，华为中国行2025.广东新质生产力创新峰会在惠州举办。活动旨在以人工智能、算力等新ICT 技术，为广东的高质量发展注入新的活力，推动业务范式创新、价值空间增长，让AI技术深度融入千 行万业。 华为全球供应链总裁汤启兵表示，华为携手广东千行万业，以AI为基础，通过多元场景实践，助力大 湾区智能时代创新加速。未来，随着技术的持续升级与应用场景的不断拓展，华为将进一步深化与广东 省各行业的协同合作，释放更大的数智潜能，为区域经济高质量发展注入源源不断的创新活力。 广东是我国的制造业大省、强省，但许多中小企业数字化转型仍面临"不想转""不敢转""不会转"的难 题。 "缺乏技术储备和数字化专业素养。大部分企业主只是粗略知道企业数字化转型是提质增效的必由之 路，但不了解数字化技术的应用。"广州市花都区科技工业和信息化局党组成员吴明昊在会上表示，同 时企业还普遍缺乏数字化转型信心，认为成本高、周期长、难度大，在数字化转型项目上投入谨慎，在 扩大生产时也主要依靠扩厂房、招人力。 吴明昊表示，针对中小企业转型难题，花都携手华为等多方政企共建花都区新型工业化数字服务平台， 通过AI和数字化技术赋能中小企业，实现全流程 ...

中新网四川新闻5月11日电 定位于"新时代卓越的数字智能综合服务商"的长虹佳华，成立20余年来，连 续17年业绩增长，业务规模达400亿，即便2024年经营复杂严峻、内外部困难增多，依然取得了营收和 净利双增，登榜上市公司品牌500强第276位。 在生态建设的道路上，长虹佳华不断突破传统边界，积极探索创新"价值"模式。在教育领域，深入探 索"云宇宙教育应用"，开发"虚实融合多人交互教学平台"，将其应用于医学教育，以3D解剖与沉浸式学 2024年度长虹佳华优秀 长虹佳华以数智技术为基石，全力构建"智能商业"生态体系，从采虹链、虹智联，到Metamall平台、融 合零售电商平台；从虹易签、佳品宝，到虹服宝、虹易采……长虹佳华构建了覆盖数智生态链接、交 易、供应链、渠道营销等多个领域的完整数智化产品服务矩阵。 员工颁奖典礼。长虹控股集团供图 在生态创新文化的滋养下，长虹佳华已建立起庞大的商业伙伴服务体系。业务范围涵盖金融、电信、医 疗等25个行业，构建起覆盖触达全国的渠道体系。 长虹佳华拥有20余年ICT行业服务经验，由450余位工程师组成的专业技术服务团队，具备领域内头部 品牌ICT软硬件、基础设施、云计算/开源 ...