截至8月29日，科锐国际股东户数1.31万，较上期增加2.88%；人均流通股15032股，较上期减少2.80%。 2025年1月-6月，科锐国际实现营业收入70.75亿元，同比增长27.67%；归母净利润1.27亿元，同比增长 46.96%。 分红方面，科锐国际A股上市后累计派现1.99亿元。近三年，累计派现7025.99万元。 机构持仓方面，截止2025年6月30日，科锐国际十大流通股东中，兴全商业模式混合(LOF)A（163415） 位居第三大流通股东，持股593.38万股，相比上期增加64.26万股。兴全合润混合A（163406）位居第六 大流通股东，持股561.87万股，相比上期增加157.94万股。广发电子信息传媒股票A（005310）位居第 七大流通股东，持股389.27万股，为新进股东。兴全新视野定期开放混合型发起式（001511）位居第九 大流通股东，持股360.40万股，相比上期增加42.31万股。兴全合宜混合A（163417）位居第十大流通股 东，持股327.25万股，相比上期增加78.79万股。 资金流向方面，主力资金净流出775.22万元，特大单买入298.97万元，占比2.04%，卖 ...

Group 1 - The State Council has approved a two-year pilot program for market-oriented allocation of factors in ten cities, including Changsha, Zhuzhou, and Xiangtan, aiming to break down barriers to factor flow and empower high-quality regional development [1][6] - The pilot will focus on seven dimensions of reform, including optimizing innovation resource allocation and efficient transformation of scientific and technological achievements [2][6] Group 2 - Land reform will prioritize the protection of arable land while promoting flexible land supply models, such as "rent first, then let" and "standard land + commitment system" [3] - Human resource reforms will include relaxed household registration policies and a talent sharing incentive system to attract high-level talent [3] Group 3 - The data factor market will be explored, with initiatives for public data management and prioritizing the opening of high-value datasets [4] - Capital factor reforms will focus on meeting the needs of the real economy, promoting credit loan innovations, and enhancing financial services for small and medium enterprises [4] Group 4 - Green development reforms will enhance resource and environmental factor management, including the establishment of a market for pollution rights and water rights [5] - The pilot program aims to create replicable and scalable experiences for national factor market-oriented allocation reforms, contributing to the "Changsha-Zhuzhou-Xiangtan" model [6]

新京报贝壳财经讯（记者陈维城）9月10日至14日，2025年中国国际服务贸易交易会（服贸会）举行， 作为以人力资源服务为核心主业的中央企业，中智集团董事长卜玉龙表示，将以本届服贸会为战略平 台，持续深化AI技术在人力资本全生命周期的应用，依托央企"国家队"的资源整合与生态构建能力，推 动人力资源服务与千行百业深度融合。 编辑 岳彩周 校对 穆祥桐 人才是企业穿越周期的核心韧性，而人才供需对接不畅是长期困扰企业的难题，如何才能依托"科技 +人力"的创新模式，全面实现人才供需的高效精准对接，让人才价值与岗位需求实现"双向奔赴"？如何 才能以AI技术重塑服务模式，推动行业从人力密集向科技驱动升级？ 中智集团基于自研国产大模型打造的"AI数字人智能招聘面试"，已成功入选国务院国资委首批中央企业 人工智能战略性高价值场景。此外，中智集团打造的心理机器人成为展会一大亮点，该机器人将人工智 能与积极心理学创新深度融合，通过20秒快速互动，即可为参展观众提供即时的情绪价值与心理赋能， 打造开放场合中的"情绪充电站"。 "十五五"期间，企业出海已从被动应对转向主动布局，中智咨询合伙人、数据服务与对标事业部总经理 常江认为，企业 ...

Core Viewpoint - The State Council has approved a comprehensive reform pilot program for market-oriented allocation of ten factors in selected regions, aiming to enhance the efficiency of resource allocation and promote a high-level socialist market economy [1][7]. Group 1: Pilot Regions and Objectives - The pilot program will be implemented in ten regions including Beijing's urban sub-center, key cities in Jiangsu, Hangzhou-Ningbo-Wenzhou, Hefei metropolitan area, Fuzhou-Xiamen-Quanzhou, Zhengzhou, Chang-Zhu-Tan, nine cities in the Guangdong-Hong Kong-Macao Greater Bay Area, Chongqing, and Chengdu [1][3][4]. - The program aims to break down institutional barriers that hinder the free flow and efficient allocation of production factors, ensuring equal legal protection for various ownership economies [1][6]. Group 2: Focus Areas of Reform - The reforms will focus on technology, land, human resources, data, and capital factors, with an emphasis on improving collaborative allocation efficiency [5][10]. - Specific initiatives include accelerating the construction of a global wealth management center in Beijing and promoting digital transformation in Suzhou and Wuxi [5][10]. Group 3: Implementation and Evaluation - Local governments are required to take primary responsibility for the implementation of the pilot programs, adapting strategies to local conditions and new business developments [6][10]. - The National Development and Reform Commission will oversee coordination and guidance, aiming to summarize and promote successful practices from the pilot programs [6][10]. Group 4: Sector-Specific Strategies - In the technology sector, the program will enhance the transformation of scientific and technological achievements and promote the integration of technology and capital [12][24]. - For land management, the program will explore reforms to optimize land use and promote mixed-use development [14][39]. - In human resources, the program will facilitate the smooth flow of labor and talent, including reforms to the household registration system [16][28]. - The data sector will see the establishment of rules for data circulation and the promotion of data sharing and application [17][43]. - Capital markets will be enhanced to better serve the real economy, including support for small and medium-sized enterprises [20][30].

据中国政府网11日消息，国务院近日发布关于全国部分地区要素市场化配置综合改革试点实施方案的批复（简称"批复"）。 批复称，同意自即日起2年内开展北京城市副中心、苏南重点城市、杭甬温、合肥都市圈、福厦泉、郑州市、长株潭、粤港澳大湾区内地九市、重庆市、 成都市等10个要素市场化配置综合改革试点，原则同意有关实施方案，请认真组织实施。 批复明确，方案实施要以综合改革试点为牵引，深入推进要素市场化配置改革，完善要素市场制度和规则，着力破除阻碍要素自由流动和高效配置的体制 机制障碍，保证各种所有制经济依法平等使用生产要素、公平参与市场竞争、同等受到法律保护，推动要素质量逐步提高、生产要素畅通流动、各类资源 高效配置、市场潜力充分释放，为促进新质生产力发展、纵深推进全国统一大市场建设、构建高水平社会主义市场经济体制提供坚强支撑。 批复要求，有关省级人民政府要切实承担主体责任，加强组织实施，围绕深化要素协同配置、提升要素配置效率、探索新型要素配置方式、优化新业态新 领域要素保障、促进服务业高质量发展等目标，聚焦重点领域和关键环节推进改革试点，坚持问题导向、从实际出发，分类施策推进改革，明确工作要 点、任务分工和成果形式，统 ...

Core Viewpoint - Beijing International Human Capital Group Co., Ltd. (referred to as "Beijing International Human Capital" or "FESCO") showcased its innovative practices in the global talent service sector at the Beijing International Fair for Trade in Services, emphasizing its role as an official partner providing professional, standardized, and intelligent human resource services [1][5]. Group 1: City Aggregation - The "City Aggregation" section highlighted three major platforms: "Jingqi Direct Recruitment," "Easy Beijing," and the Global Innovation Service Network (GNIS), demonstrating the company's proactive layout and resource integration capabilities in supporting national strategies and promoting international talent mobility [3]. - The company aims to achieve a win-win situation for talents, enterprises, and cities through its global service network and localized platform construction [3]. Group 2: Technology Aggregation - The "Technology Aggregation" section focused on the transformation of talent demand in the AI era, showcasing how AI technology drives the transition of human resource services from "efficiency enhancement" to "value creation" [3]. - The AI recruitment solution presented covers the entire lifecycle of talent recruitment, enhancing efficiency in resume screening, interview evaluation, and job matching, thus shifting recruitment focus from "cost center" to "value center" [3]. Group 3: Efficiency Aggregation - The "Efficiency Aggregation" section shared recent research findings on urban talent development, new productivity transformation, and diversified employment models, providing theoretical support for the high-quality, global development of China's human resource service industry [3]. - The company showcased leading service solutions such as flexible employment and enterprise overseas expansion, effectively responding to industry demands and supporting enterprise development [3]. Group 4: Company Background and Future Plans - As China's first human resource service agency and one of the largest comprehensive human service enterprises, Beijing International Human Capital has been in the industry for 46 years, with a service network covering over 400 cities nationwide and reaching more than 100 countries and regions [5]. - The company has formed a professional service team for the fair, employing standardized service processes and a comprehensive quality monitoring system to ensure professional standards are met [5]. - Looking ahead, Beijing International Human Capital aims to explore innovative applications and development models of human resource services in the service trade sector, contributing to the high-quality development of China's service trade [5].

Group 1 - The 2025 China International Service Trade Fair (CIFTIS) serves as a significant platform for global service trade cooperation, showcasing Chinese enterprises and integrating "Chinese services" into the global industrial chain [1] - The service industry accounts for approximately two-thirds of global GDP, with service trade growth outpacing goods trade by two times, highlighting its critical role in global economic resilience [2] - The structural transformation of the service industry is driven by digitalization, with sectors like ICT, financial services, and business services experiencing the fastest growth [2] Group 2 - Chinese companies are leveraging technological breakthroughs and localized strategies to expand into global markets, creating a diverse landscape for international operations [3] - Beijing Hangjing Innovation Technology Co., Ltd. exemplifies this trend by establishing a complete supply chain for its heavy-lift drones, addressing logistical challenges in regions like Indonesia and Africa [3] - XianTuo Intelligent's "packaged export" model in the autonomous driving sector demonstrates the effectiveness of combining global technology with local operations to navigate market-specific challenges [4] Group 3 - Beijing Hongcheng Weixin Human Resource Management Service Co., Ltd. is expanding its human resource services internationally, with a focus on professional driver management in Singapore [5] - The company aims to showcase China's mature service products and cultural concepts in overseas markets, positioning Singapore as a strategic entry point [5] - Digital infrastructure, such as Tianyi Cloud's computing nodes, supports domestic companies' overseas operations by facilitating efficient data transmission and collaboration [6] Group 4 - The CIFTIS serves as a "window of opportunity" for companies to connect with international clients, with significant interest from regions like the Middle East, Southeast Asia, and Africa [6] - The fair not only allows companies to showcase their achievements but also acts as a bridge for global resource integration and project realization [6] - The event enhances the brand image of "Chinese services" through tangible examples and successful international collaborations [6]

Investment Rating - The report maintains an "Outperform" rating for the education and human services industry [5][10]. Core Insights - The education and human services sector shows sustained growth and improved profitability, with a 11.0% increase in revenue and a 28.0% increase in performance for the first half of 2025 [16][21]. - The K12 education segment continues to be the most vibrant, with a revenue growth rate of 17%, while the human resources service sector has seen a significant performance increase of 63% [16][21]. - The report highlights the importance of AI in enhancing operational efficiency and profitability across various sub-sectors [5][16]. Summary by Sections Overall Industry Situation - The education and human services sector maintains a high level of activity, with a revenue growth of 11.0% and a performance increase of 28.0% in the first half of 2025, indicating a positive trend in profitability [16][21]. Sub-industry Overview - K12 education shows the highest growth, followed by basic education, human resources services, vocational training, private higher education, and public examination sectors, with K12 education continuing its recovery trend [21][22]. Stock Price Review - The human resources sector has outperformed the market by 9.7 percentage points, while the education sector has underperformed by 2.6 percentage points, indicating a divergence in stock performance within the industry [27][28]. Employment and Advancement Trends - The demand for skilled talent is increasing, with a notable rise in job offers for associate degree graduates, while the competition for higher degree holders remains intense in high-demand sectors like AI [3][36]. Education Service Adjustments - High school enrollment remains robust, with K12 education and private high school admissions showing strong growth, while vocational education faces challenges [4][52]. Investment Recommendations - The report recommends focusing on sectors with strong demand, particularly K12 education and human resources services, highlighting companies like BOSS Zhipin and China Oriental Education as key players [5][77].

9月10日，2025年中国国际服务贸易交易会（下称"服贸会"）拉开帷幕。 作为全球服务贸易合作的重要桥梁，服贸会不仅成为中国企业展示成果、对接全球资源的"舞台"，更助力"中国服务"加速融入全球产业链，为破解全球经 济发展难题注入新动能。 服务业撑起全球经济"半壁江山" 开幕式上，联合国贸易和发展会议副秘书长莫雷诺抛出的一组数据，直观展现了服务业在全球经济中的重要地位。他指出，全球服务业增加值占全球GDP 的比重已达到约三分之二、服务贸易增速是货物贸易增速的两倍、服务业吸引超过一半的全球直接投资、全球超过55%的劳动力受雇于服务业…… 从硬科技产品的全球化落地，到智能装备领域的"产品+服务"创新，中国企业的出海路径正不断丰富。在自动驾驶领域，仙途智能的"打包出海"模式便展 现出强大生命力。仙途智能公关经理李诗佳对记者说，其与沙特阿吉兰兄弟控股集团的合作，不仅为中东政府及环卫机构提供跨场景、高效复用的自动驾 驶平台产品，更在沙特利雅得落地首个商业化运营项目。 "数字说明一切。"莫雷诺称，这些数字背后的事实在于，服务业已不仅是现代经济的支柱，更是全球经济包容性和韧性的关键驱动力。当前，服务业正在 经历一场深刻的结构 ...

9月10日，2025年中国国际服务贸易交易会（下称"服贸会"）拉开帷幕。 作为全球服务贸易合作的重要桥梁，服贸会不仅成为中国企业展示成果、对接全球资源的"舞台"，更助力"中国服务"加速融入全球产业链，为破解全球经济发 展难题注入新动能。 服务业撑起全球经济"半壁江山" 开幕式上，联合国贸易和发展会议副秘书长莫雷诺抛出的一组数据，直观展现了服务业在全球经济中的重要地位。他指出，全球服务业增加值占全球GDP的 比重已达到约三分之二、服务贸易增速是货物贸易增速的两倍、服务业吸引超过一半的全球直接投资、全球超过55%的劳动力受雇于服务业…… 在数字化浪潮下，各国需进一步深化服务贸易合作，以服务业创新破解全球经济发展难题，这也为中国企业参与全球服务贸易指明了方向。 硬核技术+精准服务 中国服务出海绘就新图景 在全球市场竞争中，中国企业正凭借技术突破、模式创新与本地化布局，在多个领域打开出海新局面。从硬科技产品到服务业理念，从智能装备到数字基础 设施，不同行业的企业通过差异化优势构建核心竞争力，形成多元出海格局。 重载无人直升机领域的"技术派"代表——北京航景创新科技有限公司，率先以全产业链自主闭环夯实出海基础。"从航空 ...