重点区域招商引资贡献突出。围绕自治区重点产业布局，内蒙古一季度面向京津冀、长三角、粤港澳大 湾区、东三省等重点区域积极开展小分队精准招商。新签约招商引资项目376个，其中，京津冀地区新 签约153个，北京新签约108个项目，占比达28.9%。在建项目中，京津冀、长三角、粤港澳等重点区域 共引进到位资金593.7亿元，占全部到位资金的71.5%，同比增长46.6%。(高慧) 重点产业链招商引资精准有力。一季度内蒙古21条重点产业链到位资金270.3亿元，占全部到位资金的 32.6%。其中，风电装备、储能、煤焦化工、生物医药等9条产业链保持50%以上的高速增长，特别是稀 土产业链到位资金同比增长高达5.6倍。 重大项目招商引资成效明显。一季度新签约协议投资额亿元以上项目245个，50亿元以上项目18个。在 建项目中，重点监测的总投资10亿元及以上重大项目433个，到位资金552.7亿元，同比增长19.6%，占 全部到位资金的66.6%。包头市机器人和无人机产学研用融合基地、锡林郭勒盟300万吨铁矿石落地深 加工项目、乌兰察布市中金零碳算力基地项目、鄂尔多斯市三峡库布其沙漠新能源基地项目、阿拉善盟 灵圣蛋氨酸项目等 ...

Group 1: Digital Identity Authentication - The National Network Identity Authentication Public Service Platform, developed by the Ministry of Public Security, can reduce over 20 million identity information leakage risks daily through a dual mechanism of "network number + network certificate" [1] - The market for network identity authentication in China reached 11.72 billion yuan in 2023, with expectations to exceed 30 billion yuan by 2030, maintaining a compound annual growth rate (CAGR) of over 15% [2] - Key demand sectors include finance, government, healthcare, and e-commerce, with finance being the largest segment [2] Group 2: Silicon Carbide (SiC) Industry - Wolfspeed, a global leader in the SiC sector, is preparing to file for bankruptcy due to significant debt issues, despite holding over 60% market share in SiC substrates [3] - The rise of domestic SiC semiconductor companies in China indicates a shift in the semiconductor industry, emphasizing the importance of technological autonomy and market depth [4] Group 3: Environmental Protection Initiatives - The Ministry of Ecology and Environment has released an action plan for the protection and construction of beautiful rivers and lakes, aiming for a 40% completion rate by 2027 [5] - This initiative is seen as a systemic project that impacts livelihood, economy, culture, and international influence, contributing to sustainable development [6] Group 4: Robotics Development - Tesla's CEO Elon Musk announced advancements in the Optimus robot, which can learn tasks by watching YouTube videos, highlighting the potential of the humanoid robot market to reach $5 trillion by 2050 [7] - The year is marked as a pivotal moment for robot mass production, with significant opportunities in optimizing robot performance and commercializing humanoid robots [8] Group 5: Computing Power Infrastructure - The launch of the China Computing Power Platform and Shanghai Computing Power Trading Platform aims to enhance digital economic transformation and is expected to exceed a market size of 40 billion yuan by 2025 [9] - The platform integrates various functionalities to support the national "East Data West Computing" initiative, promoting the development of intelligent computing centers [10] Group 6: Brain-Computer Interface Technology - A significant breakthrough in invasive brain-computer interface technology was achieved with the successful implantation of a "closed-loop spinal nerve interface," improving patient mobility [11] - Continuous advancements in invasive technologies are expected to enhance market recognition and accelerate the commercialization of non-invasive brain-computer interface products [12]

（原标题：和讯投顾陶亚威：固态电池全面爆发，怎么看待目前的行情？） 5月21日，和讯投顾陶亚威分析，今天固态电池全面爆发啊涨停，9家研报里提示的海城直播间重点讲的国轩今天都成功的上板了。啊好了，回到 盘面，近期市场的风格是轮动加抱团，科技是在持续调整的，主要原因是量能一直维持在低水平的情况下，这一轮反弹修复的过程中，大部分的 科技股啊其实涨幅已经很大了，有很强的一个调整需求，相信充分调整后，还会再一次的上攻去冲击前高抱团的化工和港口这些板块。现在已经 出现了大面积的a12，虽然今天有个别标的啊走出了地铁板，想去博弈一下穿越，但是啊不论反和上板的南京，跟风炒作的重庆，还是尾盘苦苦挣 扎的红宝，反复炸板的丽人，老认为这些都是强弩之末了。本轮以益达为首的这个抱团行情基本上在今天可以宣告结束。关于重组题材，老罗想 说的是虽然有连板，但是中军没能走出来，强度很有限，谨慎参与。 大家可以重点去看两个标的来佐证老罗的观点。前两年人工智能板块的核心高新，昨天上板的欧菲，这种最正宗的重组题材都没能走连板，反而 是那些小票庄股一直在走一次加速，这说明政策强度虽然很高，但是想把一群散兵游勇组成一个板块来炒作太难了。呀毕竟里面的标的 ...

Core Viewpoint - Wuhan Nongshang Environment Co., Ltd. reported significant revenue growth in 2024, but faced a substantial decline in net profit and cash flow, raising concerns about the authenticity and accuracy of revenue recognition practices [2][5][12]. Financial Performance - The company achieved operating revenue of 232 million yuan in 2024, a year-on-year increase of 224.30%, with Q4 revenue of 125 million yuan accounting for 54.17% of total revenue [2][5]. - The net profit attributable to shareholders was -77.08 million yuan, a decline of 158.96% year-on-year, and the net cash flow from operating activities was -43.12 million yuan, down 291.85% [2][5]. Revenue Recognition and Audit Procedures - The audit procedures included verifying sales contracts, assessing internal controls, and confirming customer operations through site visits to ensure revenue recognition complied with accounting standards [2][3][4]. - The audit firm confirmed that the revenue changes during the reporting period did not show significant anomalies and that sufficient audit evidence was obtained to support the authenticity and accuracy of the reported revenue [2][5]. Business Segments - The landscape construction business generated 110 million yuan in revenue, accounting for 47.68% of total revenue, with a year-on-year growth of 69.29% [5][9]. - The cost of landscape construction projects was 101 million yuan, reflecting a year-on-year increase of 75.66% [5][9]. Market Conditions and Challenges - The real estate sector's downturn has intensified competition in the landscape construction market, leading to pressure on project costs and profit margins [9][12]. - The company has been actively reducing the scale of its landscape construction business and focusing on cost reduction and efficiency improvement strategies [12][24]. New Business Development - In 2023, the company began its foray into the computing power service sector, with this segment contributing 46.66% to total revenue in 2024, indicating a strategic shift towards new business models [12][24]. - The computing power service business includes various segments such as customized equipment sales, leasing, and data center construction, which are expected to enhance customer acquisition capabilities [12][24]. Customer Base and Revenue Sustainability - The company has established a diverse customer base in the computing power service sector, which is crucial for sustainable revenue growth [22][24]. - The main cost components for the computing power service business include fixed asset depreciation, raw material inputs, and labor costs, with a stable procurement channel established to ensure material supply [22][23].

Core Viewpoint - Wuhan Nongshang Environment Co., Ltd. reported a significant increase in revenue for 2024, achieving 2.32 billion yuan, a year-on-year increase of 224.30%, while net profit decreased to -77.08 million yuan, a decline of 158.96% [1][18]. Group 1: Financial Performance - The company achieved a total revenue of 2.32 billion yuan in 2024, with a notable contribution from the fourth quarter, which accounted for 54.17% of the annual revenue [1]. - The net profit for 2024 was -77.08 million yuan, reflecting a significant decline compared to the previous year [18]. - The net cash flow from operating activities was -43.12 million yuan, a decrease of 291.85% year-on-year [18]. Group 2: Business Segments - The company has diversified its operations into five core areas within the comprehensive computing service sector, generating 108.08 million yuan in revenue, which represents 46.66% of total revenue [3]. - The display driver chip segment generated 11.13 million yuan, accounting for 4.81% of total revenue, with the global market for display driver chips expected to grow significantly [4]. - The landscaping construction business generated 110.85 million yuan, making up 47.85% of total revenue, primarily driven by previously contracted projects [5][12]. Group 3: Industry Environment - The comprehensive computing service industry is experiencing rapid growth due to advancements in artificial intelligence and the increasing demand for AI-ready data center facilities [2]. - The landscaping industry is facing challenges due to market fluctuations and reduced demand from the real estate sector, prompting the company to implement strategies to mitigate risks [5][14]. - The display driver chip market in China reached approximately 41.6 billion yuan in 2023, with expectations for further growth in 2024 [4]. Group 4: Cash Flow and Receivables - The company reported a cash flow from operating activities that does not exhibit seasonal distribution, with fluctuations attributed to timing differences in cash receipts and payments [14]. - As of the end of 2024, the company’s receivables from landscaping projects showed a lower aging ratio compared to industry averages, indicating effective receivables management [17]. - The company plans to focus on improving receivables collection and managing cash flow to support sustainable growth [18]. Group 5: Future Strategy - The company aims to strategically reduce its landscaping business while focusing on the growth of the comprehensive computing service and display driver chip segments [14]. - The transition towards these core business areas is expected to mitigate the impact of seasonal fluctuations on revenue [14]. - The company is committed to enhancing its asset quality and managing risks associated with its operations [18].

Core Viewpoint - *ST农尚 has announced the removal of its delisting risk warning, attributing significant revenue growth in Q4 to its computing power comprehensive service business [1] Group 1: Company Announcement - The company's stock will be suspended for one day on May 22, 2025, and will resume trading on May 23, 2025, with a name change from "*ST农尚" to "农尚环境" while retaining the stock code "300536" [1] - The trading limit for the company's stock remains unchanged at 20% [1] Group 2: Financial Performance - For the fiscal year 2024, the company's revenue after deductions is reported to be 218 million yuan, with a net asset value of 524 million yuan, meeting the criteria for the removal of the delisting risk warning [1] - The significant revenue increase in Q4 is primarily due to the growth of the computing power comprehensive service business, which generated 108 million yuan in revenue, accounting for 46.66% of the total revenue [1] Group 3: Business Strategy - Since 2023, the company has been focusing on the computing power comprehensive service business, which includes five core areas: computing power services, equipment customization and integration, leasing, sales, and data center infrastructure construction [1]

Core Viewpoint - The recent developments in China's semiconductor industry, including new regulations and export restrictions from the U.S., highlight the urgent need for domestic computing power localization as a critical choice for various sectors in China [1]. Group 1: Domestic Computing Power Development - The "2024 China Computing Power Development Report" indicates that by 2024, the total scale of computing power centers in China will exceed 8.3 million standard racks, with a total computing power of 246 EFLOPS, ranking among the top globally [2]. - Experts emphasize the importance of confidence in domestic computing facilities, asserting that they possess international competitiveness and should be actively utilized [2]. - A "research first" strategy is proposed to overcome the bottlenecks in the application of domestic computing power, particularly in commercial sectors where cost pressures exist [2]. Group 2: High-Performance Computing (HPC) Significance - High-performance computing centers, with vast storage and advanced processing capabilities, are crucial for scientific research and innovation in fields such as engineering simulation and genetic analysis [3]. - The advancement of domestic high-performance computing has significantly improved capabilities in areas like cosmic simulations, enhancing the precision of research [3]. Group 3: Systematic Innovation for Competitiveness - Experts argue that surpassing foreign counterparts in domestic computing power requires systematic innovation rather than relying on individual devices or metrics [4]. - The urgency for domestic computing power localization is underscored by recent restrictions on access to key biomedical databases for Chinese users, highlighting the need for a robust domestic supply chain [4]. Group 4: Policy and Ecosystem Development - The establishment of a domestic computing ecosystem is deemed essential, with suggestions for collaboration between manufacturers and research institutions to create open-source communities [7]. - Strong policy measures are advocated to ensure the successful implementation of domestic computing power solutions, as voluntary efforts may not suffice [7].

证券代码：300113 证券简称：顺网科技 杭州顺网科技股份有限公司投资者关系活动记录表 2024 年度，公司实现营业收入 183,954.85 万元，同比增长 28.37%；实现归 属于上市公司股东的净利润 25,188.34 万元，同比增长 48.60%。 2025 年第一季度，公司实现营业收入 57,801.79 万元，同比增长 40.25%；实 现归属于上市公司股东的净利润 7,346.77 万元，同比增长 37.48%。 二、交流环节 Q1：请介绍公司在电竞行业的市场优势 A：公司凭借多年业务实践与技术积累，以科技赋能电竞产业全链路，为产业 链上游游戏厂商、中游电竞实体、下游电竞用户提供端到端的科技解决方案。核 心产品覆盖全国电竞服务行业 70%以上市场，触及全国 96%以上城市，与各地 2000 余家合作伙伴始终保持着良好合作关系。 Q2：请介绍公司未来发展战略 A：公司将在既定战略目标的指引下，凭借深厚的技术沉淀与团队持续的创新 能力，将进一步提升核心竞争力。深耕细作电竞领域，助力文化科技创新融合； 丰富互动娱乐矩阵，持续打造泛娱乐全新体验；积极探索前沿技术，推动布局算 力、人工智能等新兴业务落 ...

Core Viewpoint - The launch of the China Computing Power Platform in Nanchang aims to enhance the national computing power infrastructure and services, promoting a comprehensive open access to computing resources across various sectors [1] Group 1: Platform Features - The China Computing Power Platform integrates several functions including computing power monitoring, supply-demand matching, dynamic scheduling, industry ecosystem community, and computing power challenge actions [1] - The platform aims to achieve five key objectives: a national "computing power resource ledger," a "one-stop service" for computing power matching, a "unified network" for computing power scheduling, a collaborative "computing power ecosystem," and a "core technology breakthrough" list for technological innovation [1] Group 2: Key Participants - The launch ceremony was attended by Wang Zhiqin, Vice President of the China Academy of Information and Communications Technology, and Dai Bin, Deputy Director of the Shanghai Communications Administration [1]

流动性方面，恒生科技ETF基金盘中换手8.94%，成交7988.12万元。拉长时间看，截至5月20日，恒生科技ETF基金近1月日均成交1.63亿元。 数据显示，杠杆资金持续布局中。恒生科技ETF基金最新融资买入额达1106.15万元，最新融资余额达2118.62万元。 从估值层面来看，恒生科技ETF基金跟踪的恒生科技指数最新市盈率（PE-TTM）仅21.31倍，处于近5年13.9%的分位，即估值低于近5年86.1%以上的时间， 处于历史低位。 截至目前，腾讯控股、阿里巴巴、京东集团等7家头部科技公司公布一季报，营收和净流入均实现正增长，其中，阿里巴巴、吉利汽车净利润同比增速超 260%，比亚迪股份、中芯国际等净利润同比增幅超100%。 截至2025年5月21日 13:01，恒生科技指数上涨0.70%，成分股哔哩哔哩-W上涨6.85%，阅文集团上涨5.20%，理想汽车-W上涨4.41%，比亚迪电子上涨 2.77%，蔚来-SW上涨1.80%。恒生科技ETF基金(159741)上涨0.42%。 中泰证券指出，2025年互联网龙头、算力等港股科技板块有望走出类似2021年新能源行情，成为局部结构性机会主线。可重点关注 ...