金融界2025年6月11日消息，易方达港股通红利混合(005583) 最新净值0.7777元，增长0.58%。该基金近 1个月收益率5.92%，同类排名211|2331；近6个月收益率14.03%，同类排名132|2295；今年来收益率 10.55%，同类排名310|2306。 简历显示：唐博伦先生:中国国籍,硕士研究生。2013年9月至2015年9月任汇丰银行环球研究部研究助 理,2015年9月至2017年10月任中国国际金融香港证券有限公司分析师,2017年10月至2018年5月任中国国 际金融(香港)有限公司资产管理部基金经理助理,2018年5月至2024年3月任新华资产管理(香港)有限公司 高级分析员、基金经理。2024年3月起在易方达资产管理(香港)有限公司任职,现任基金经理。2024年3月 起在易方达基金管理有限公司任职。2024年4月30日起任易方达港股通红利灵活配置混合型证券投资基 金的基金经理。 来源：金融界 易方达港股通红利混合股票持仓前十占比合计37.68%，分别为：中国移动（5.07%）、中电控股 （4.95%）、中石化炼化（3.98%）、中化化肥（3.78%）、VTECH（3.69% ...

Group 1 - Jinzhai Food's innovative upgraded products have entered the Pang Donglai system, with good sales performance reported [1] - Meta's CEO Mark Zuckerberg is forming a new AI team aimed at achieving Artificial General Intelligence (AGI) and plans to invest over $10 billion in Scale AI [2] - TianKang Bio reported a 19.95% year-on-year decline in pig sales revenue for May, totaling 345 million yuan, with a sales volume of 229,700 pigs [3] Group 2 - Trina Solar's Chairman Gao Jifan stated that the proportion of solution business will increase to over 50% in the next two to three years [3] - SpaceX's revenue is projected to reach $15.5 billion this year, according to Elon Musk [4] - VinFast reported a 296% year-on-year increase in electric vehicle deliveries in Q1, totaling 36,330 vehicles, with a net loss of approximately $712 million [4] Group 3 - Bubble Mart has registered dozens of trademarks related to the "labubu" series, covering various categories including education and entertainment [4] - Hangzhou Oxygen Yiju Environmental Technology Co., Ltd. completed a Series A financing round of 50 million yuan, aimed at developing negative oxygen ion release technology [6] - "Bo Te Ding Dong" completed a 20 million yuan angel round financing, focusing on optimizing AI routing algorithms and expanding market coverage [7] Group 4 - "Longxing Hangdian" successfully completed a Series A++ financing round of 100 million yuan, with participation from various investment institutions [8] - "Photon Leap" announced the completion of a 100 million yuan angel round financing, focusing on AI imaging algorithm development [9] - Meituan launched its first AI Coding Agent product, NoCode, aimed at simplifying programming tasks [10]

Core Insights - The article highlights the significant advancements in China's telecommunications industry, particularly the transition from "infrastructure dividends" to "value creation innovation" since the issuance of 5G commercial licenses six years ago [1][3][9] - As of April 2025, China has established over 4.439 million 5G base stations, accounting for over 60% of the global total, with 1.081 billion 5G mobile phone users, positioning the three major operators at the forefront of global revenue [1][3] Group 1: 5G Development and Impact - China has achieved a historic leap in telecommunications, moving from 1G to 5G, establishing itself as a leader in the field [3][9] - The commercial application of 5G-A marks a shift from infrastructure development to value extraction, with significant projects across various industries, including manufacturing and healthcare [3][5] - The introduction of 5G-A has led to enhanced network capabilities, such as increased bandwidth and reduced latency, facilitating advanced applications like autonomous driving and smart transportation [5][8] Group 2: Integration with AI and Industry Transformation - The integration of 5G-A with AI technologies is creating new opportunities across various sectors, enhancing user experiences through personalized network services [6][8] - In the ToB sector, 5G-A is revolutionizing industries like automotive manufacturing by improving production flexibility and reducing operational downtime [8] - The establishment of 5G-A networks is enabling significant advancements in vehicle-to-everything (V2X) applications, supporting autonomous driving and smart city initiatives [8] Group 3: Future Trends and Vision - The evolution of the telecommunications industry reflects a deeper logic of the digital age, where infrastructure development transitions to application-driven value creation [9][10] - Future trends include the deep integration of communication, computing, and intelligence, transforming networks into value-generating entities [9] - Sustainability will become a core focus, shifting network construction priorities from scale to efficiency, emphasizing green technologies and circular economy models [9][10]

Core Viewpoint - The Central State-Owned Enterprises Innovation-Driven ETF (515900) is experiencing significant growth and is closely tracking the Central State-Owned Enterprises Innovation-Driven Index (000861), which reflects the performance of innovative and profitable state-owned enterprises in China [3][4]. Group 1: ETF Performance - As of June 6, 2025, the Central State-Owned Enterprises Innovation-Driven ETF has seen a net asset value increase of 19.15% over the past three years, ranking 253 out of 1771 in its category, placing it in the top 14.29% [4]. - The ETF has achieved a maximum monthly return of 15.05% since its inception, with the longest consecutive monthly gain being five months and a total gain of 24.91% [4]. - The ETF's average monthly return during up months is 4.02%, with an annual profit percentage of 80.00% and a historical three-year holding profit probability of 97.42% [4]. Group 2: Market Activity - The Central State-Owned Enterprises Innovation-Driven ETF has seen a significant scale increase of 34.97 million yuan over the past two weeks, ranking in the top quarter among comparable funds [4]. - The ETF's trading volume has been robust, with a recent transaction volume of 7.437 million yuan, and an average daily trading volume of 32.176 million yuan over the past year, ranking first among comparable funds [3][4]. Group 3: Index Composition - The top ten weighted stocks in the Central State-Owned Enterprises Innovation-Driven Index account for 34.64% of the index, with notable companies including Hikvision (002415), State Grid (600406), and China Telecom (601728) [5]. - The ETF closely follows the performance of 100 representative listed companies evaluated for their innovation and profitability, reflecting the overall performance of innovative state-owned enterprises [3].

省安委会办公室呼吁，全省所有生产经营单位要健全完善企业内部事故隐患有奖报告制度，达到及 时发现风险、消除隐患、遏制事故的良好效果。 省安委会办公室副主任牛胜军介绍，我省高度重视安全生产举报工作，去年3月在全省推行了企业 内部事故隐患有奖报告制度，截至今年5月底，全省共有40230家企业建立并落实了内部报告奖励制度， 员工报告并整改问题隐患8.9万项，兑现奖金2966.1万元，各级各部门通过各类媒体发布企业内部有奖报 告典型案例126个。 为确保企业内部事故隐患有奖报告制度顺利开展，我省健全"三重保障"，要求各类生产经营单位明 确受理事故隐患内部举报的机构或人员，将奖励经费纳入企业安全生产费用足额保障，做到有机构管 事、有人员办事、有经费干事。同时，要求企业建立"简易办理+考核奖励"工作机制，指导企业简化办 理程序，将隐患报告情况与员工绩效工资、评先评优、考核奖励挂钩，重奖激励员工争当安全生产"主 人翁"。在督导方面，我省坚持"半月督促、每月调度"，各级各部门在开展执法检查中，将隐患报告内 容作为执法检查重要内容，若企业对员工报告的风险隐患核查整治不力，将责令企业立即整改，倒逼工 作落实。 近日，省安委会办公室 ...

Core Viewpoint - The increasing demand for mid-level managers from telecom operators in various sectors, including government and large enterprises, reflects a significant trend in the digital transformation era [1][3][4]. Group 1: Talent Demand and Mobility - Telecom mid-level managers are becoming highly sought after due to their unique blend of traditional telecom knowledge and expertise in emerging technologies like 5G, cloud computing, and IoT [3][4]. - The flow of talent from telecom operators to government and large enterprises indicates a structural adjustment in the talent market, prompting telecom companies to reform their internal talent development mechanisms [4][10]. - The rise in mobility of telecom professionals is reshaping the industry ecosystem, as these individuals are now seen as "generalist talents" capable of crossing various sectors [6][10]. Group 2: Industry Challenges - The competition for talent may lead to a potential "talent shortage" in the industry, as the demand for skilled professionals with both technical and managerial capabilities is increasing [7][8]. - The long growth cycle and high training costs associated with developing such talent make it difficult for companies to quickly fill these roles through external hiring [8][10]. - If telecom operators fail to establish effective talent retention mechanisms, they may face consequences such as core team attrition and diminished project execution capabilities [10][11]. Group 3: Future Implications - The value reassessment of telecom professionals highlights the blurring lines between traditional and emerging industries, emphasizing the importance of "T-shaped talents" who can navigate complex systems and drive cross-industry integration [10][11]. - The unique knowledge and experience of telecom employees, covering the entire chain from network architecture to application scenarios, provide them with a natural advantage in the talent market [9][10]. - The future of telecom employees appears promising, as the industry serves as a strong platform for skill development and career opportunities [12].

Core Viewpoint - The establishment of the Guangdong Artificial Intelligence and Robotics Industry Alliance aims to position Guangdong as a global innovation hub for AI and robotics, leveraging its comprehensive industrial chain and favorable policies [1][6]. Group 1: Industry Opportunities - Guangdong is recognized as having the most complete AI industrial chain in China, with a 40% share of the national robot production, benefiting from policy support, industrial concentration, and technological breakthroughs [1][6]. - The region's manufacturing strength, with over 70,000 large-scale enterprises, provides a solid foundation for the development of AI and robotics [6]. - The establishment of the alliance is expected to accelerate the development of emerging industries such as AI chips, low-altitude economy, new energy, and marine equipment [6]. Group 2: Company Initiatives - Guangdong Unicom is actively engaging in the AI sector by establishing the "China Unicom (Guangdong) New Industrialization Research Institute," which aims to empower the manufacturing industry [2]. - The company has developed a range of projects, including 100+ high-quality 5G benchmark demonstration projects and 35 industry-specific large models, serving over 300 clients [3][4]. - Guangdong Unicom's technological layout focuses on five core areas: AI infrastructure, data sets, large models, intelligent agents, and AI security [2][3]. Group 3: Technological Infrastructure - Guangdong Unicom has built the Shaoguan National East Data West Computing Hub to enhance the Bay Area's large-scale cluster layout, with plans for edge computing centers across 21 cities [3]. - The company emphasizes the importance of data, having constructed high-quality industry data sets, with its information and medical data recognized by the State-owned Assets Supervision and Administration Commission [3]. - The AI infrastructure is designed to ensure security, with a governance system in place to protect AI applications [4].

Core Viewpoint - The Hong Kong Dividend ETF Fund (513820) has shown resilience with a slight decline of 0.59% while experiencing net inflows for three consecutive days, highlighting its attractiveness in the market [1] Group 1: Fund Performance - The Hong Kong Dividend ETF Fund (513820) has distributed dividends for 11 consecutive times, leading in the number of distributions among Hong Kong dividend ETFs [1] - The fund's underlying index, the China Securities Hong Kong Stock Connect High Dividend Index, boasts a dividend yield of over 8% in the past 12 months, ranking it among the top in its category [5][6] - The fund's total return index has demonstrated strong long-term performance, with cumulative returns significantly higher than other similar dividend indices since 2017, indicating robust reinvestment effects [9] Group 2: Index Characteristics - The underlying index of the Hong Kong Dividend ETF Fund (513820) is classified as a pure dividend index, with stock selection and weighting based solely on dividend yield [6][4] - The index maintains a balanced industry distribution, with significant allocations in traditional high-dividend sectors such as banking (26.3%) and oil and petrochemicals (9.9%), while also diversifying into transportation (19.8%) and telecommunications (9.3%) [7] Group 3: Investment Strategy - The fund employs an innovative "monthly evaluation of dividends" strategy, allowing for up to 12 distributions per year, which enhances its appeal to investors seeking predictable income [14] - The fund's valuation advantage is highlighted by its lower valuation compared to A-shares, providing a more substantial margin of safety for investors [14] - The fund focuses on high-quality, high-dividend leading stocks, with a total of 30 constituent stocks, ensuring a concentrated yet diversified investment approach [14]

（以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 来源：金融界 截至6月4日收盘，中国移动（00941.HK）报88.850港元，较上个交易日下跌0.28%，当日盘中最高价触 及89.500港元，创近一年新高。 资金流向方面，当日主力流入73277.648万港元，流出77642.027万港元，净流出4364.38万港元。 中国移动有限公司(「本公司」,包括子公司合称为「本集团」)于1997年9月3日在香港成立,并于1997年 10月22日和23日分别在纽约证券交易所(「纽约交易所」)和香港联合交易所有限公司(「香港联交所」) 上市。本公司股票在1998年1月27日成为香港恒生指数成份股。纽约交易所于2021年5月7日向美国证券 交易委员会提交表格25,本公司美国存托股票于2021年5月18日退市生效。2022年1月5日,本公司人民币普 通股(「人民币股份」或「A股」)于上海证券交易所(「上海交易所」)主板挂牌上市。2023年6月19日,本 公司于香港联交所主板上市的股份(「香港股份」)增设人民币柜台交易。本集团在中国内地所有三十一 个省、自治区、直辖市以及香港特别行政区提供通 ...

Group 1 - The event "千里山海 自在威海" National Imaging Competition was officially launched in Weihai, aiming to showcase the city's charm through photography [1][10] - The competition is supported by various organizations including the Weihai Municipal Party Committee Propaganda Department and the Weihai Cultural and Tourism Bureau, highlighting its significance in promoting local culture and tourism [10][14] - The competition includes both online and offline components, with submissions open to national photography enthusiasts, particularly residents of Weihai, and aims to leverage 5G technology for nationwide exposure [14][16] Group 2 - Weihai is described as a city rich in natural beauty and cultural heritage, with notable landmarks such as Chengshan Head and Liugong Island, making it an ideal subject for photographers [12][14] - The event is expected to enhance Weihai's visibility and influence, contributing to its development as a digital innovation hub in the Shandong Peninsula [16] - The competition will also feature photography lectures and activities aimed at promoting cultural engagement and enhancing community involvement in the arts [14][16]