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软件ETF(515230)涨超1.5%,AI技术迭代或驱动算力需求扩张
Mei Ri Jing Ji Xin Wen· 2025-07-18 03:42
Group 1 - The release of Grok-4 signifies a new generation of AI technology, showcasing revolutionary advancements in handling complex tasks across various industries such as financial decision-making, biomedical research, and game development [1] - Continuous iteration and price reduction of AI models are expected to accelerate application explosion, benefiting cloud service providers and data center operators due to increased demand for computing power [1] - AI solution providers with vertical domain advantages and data barriers are likely to stand out in the market [1] Group 2 - The digital asset policy advancement and technology self-reliance are creating new opportunities for the computer industry, with industry dynamics like the revision of the business rules for the Cross-Border Interbank Payment System (CIPS) further promoting technological integration and innovation [1] - The software ETF tracks a software index compiled by China Securities Index Co., which selects listed companies involved in software development and IT services from the Shanghai and Shenzhen markets to reflect the overall performance of the software and IT services sector [1] - The software index demonstrates high growth potential and innovation capability, effectively reflecting market development trends in the software industry [1]
传统采购的智能化重构与企业智慧集采平台的创新实践
Sou Hu Cai Jing· 2025-07-18 03:02
办公桌上堆叠着来自不同部门的采购申请单,电脑屏幕上同时打开十几个供应商报价Excel表格,电话铃声此起彼伏——催货、询价、催审批?这混乱场景 正是千万中国企业集采现状的缩影:信息割裂、流程冗长、决策盲行。而在同一时刻,南钢集团的采购系统自动匹配最优供应商,AI智能评审瞬间完成资 质核验,区块链合同即时生效。这静水流深的高效场景背后,正是Legendshop朗尊智慧集采平台的数字化力量在运转。 企业集中采购虽具规模优势,却在实践中陷入多重困境: 当央企采购电商化率将在2025年达到75%(市场规模超3万亿/年),传统集采模式已难以为继。智慧集采不再仅是效率工具,而是企业供应链竞争力的分水 岭。 Legendshop朗尊平台以流程机器人(RPA)与区块链技术为双轮驱动,实现采购全链路穿透式管理: Legendshop朗尊平台重构了供应商管理模式: 南钢集团的转型堪称教科书级案例。在朗尊支持下构建的"鑫智链平台",创造性地实现: 另一央企客户则通过朗尊平台实施"集采升维计划":在AI辅助策略制定与智能分包的驱动下,3个月内集采率从42%飙升至67%,综合成本下降8.3%。这些 案例揭示出智慧集采落地的黄金法则:以数 ...
上半年北京地区生产总值同比增5.5%
Bei Jing Qing Nian Bao· 2025-07-18 01:37
优势行业引领发展。信息传输、软件和信息技术服务业,金融业,工业三大行业发挥带动作用,对 经济增长的贡献率合计达到87.0%,同比提高2.7个百分点。信息传输、软件和信息技术服务业增加值增 长11.1%,行业收入增速自年初以来持续提高,集成电路设计、应用软件开发、物联网技术服务等领域 收入均增长15%以上。金融业增加值增长8.1%,对实体经济发挥支撑作用。规模以上工业增加值增长 7.0%,比一季度加快0.2个百分点,新能源汽车贡献突出,集成电路、消费电子领域需求旺盛,计算 机、通信和其他电子设备制造业,汽车制造业均保持两位数增长。 昨日,北京青年报记者从2025年上半年北京经济运行情况发布会上了解到,上半年,全市坚持稳中 求进工作总基调,加力推动宏观政策落地显效,培育壮大新质生产力,地区生产总值同比增长5.5%, 总体经济呈现平稳运行、向新向好态势。 新能源汽车贡献突出 上半年北京接待入境游客246.7万人次,同比增长48.8%。图为游客在蓝色港湾游玩。摄影/北京青年报 记者 李娜 需求结构持续优化。投资向优发力,全市固定资产投资(不含农户)同比增长14.1%,其中设备购 置投资增长近1倍,信息传输、软件和信息 ...
28家科创板公司上半年业绩预增 新一代信息技术企业占近半数
news flash· 2025-07-18 01:01
28家科创板公司上半年业绩预增 新一代信息技术企业占近半数 截至7月17日,科创板共有37家上市公司披露了2025年半年度业绩预告。其中,披露净利润的32公司 中,28家预增,2家扭亏为盈。从行业角度看,半导体等新一代信息技术行业企业接近半数。 ...
2025年四川经济“半年报”发布,透视经济发展“期中考”成绩单 “含新量”“含绿量”提升发展“含金量”
Si Chuan Ri Bao· 2025-07-18 00:24
2025年上半年四川经济数据 地区生产总值为 31918.2 亿元 按不变价格计算,同比增长5.6% 第二产业 第一产业 第三产业 增加值为 增加值为 增加值为 1963.3亿元 18843.4亿元 1111.5亿元 同比增长3.2% 同比增长5.3% 同比增长6.0% 农业生产稳步提升 ●夏粮产量476.2万吨,比上年增加11.1万吨 工业生产稳中有进 D全省规模以上工业增加值同比增长7.3% ●41个大类行业中有35个行业增加值实现增长 高技术产业加快发展 ●规模以上高技术制造业增加值同比增长13.1% 服务业较快增长 ●服务业增加值同比增长6.0% 投资总体平稳 ●固定资产投资(不含农户)同比增长2.7% ●第一产业投资同比增长16.5% ●第二产业投资同比增长10.8%,其中工业投资同比增长 10.9% ●第三产业投资同比下降1.4%,房地产开发投资同比下降 6.5% 消费品市场回升向好 D全省实现社会消费品零售总额14160.2亿元 同比增长5.6% 7月17日,省政府新闻办召开新闻发布会,发布2025年四川经济"半年报"。今年上半年,四川地区生产总值为 31918.2亿元,同比增长5.6%。 经济 ...
纬德信息: 广东信达律师事务所关于广东纬德信息科技股份有限公司2025年限制性股票激励计划调整授予价格并向激励对象授予限制性股票的法律意见书
Zheng Quan Zhi Xing· 2025-07-17 16:25
法律意见书 法律意见书 广东信达律师事务所 关于广东纬德信息科技股份有限公司 向激励对象授予限制性股票的 法 律 意 见 书 信达励字(2025)第097号 关于广东纬德信息科技股份有限公司 并向激励对象授予限制性股票的 法 律 意 见 书 中国深圳福田区益田路 6001 号太平金融大厦 11、12 层 邮编:518038 电话(Tel): (0755)88265288 传真(Fax): (0755)88265537 网站(Website):www.sundiallawfirm.com 致:广东纬德信息科技股份有限公司 广东信达律师事务所(以下简称"信达")接受广东纬德信息科技股份有限 公司(以下简称"公司"或"纬德信息")的委托,担任公司2025年限制性股票 激励计划项目(以下简称"本次激励计划"或"本激励计划")的特聘专项法律 顾问。 信达律师根据《公司法》《证券法》《管理办法》《股票上市规则》《自律 监管指南》《律师事务所从事证券法律业务管理办法》《律师事务所证券法律业 务执业规则(试行)》等法律、法规、规范性文件和《公司章程》《广东纬德信 息科技股份有限公司2025年限制性股票激励计划》(以下简称"《 ...
星环科技: 独立董事工作制度(H股适用)
Zheng Quan Zhi Xing· 2025-07-17 16:15
General Principles - The independent director system is established to improve the governance structure of the company, promote standardized operations, and protect the interests of the company and its shareholders [3] - Independent directors must not hold any other positions within the company and should have no direct or indirect interests that could affect their independent judgment [3][4] - Independent directors have a duty of loyalty and diligence to the company and all shareholders, and they must act independently and impartially [3][4] Qualifications of Independent Directors - Independent directors must meet specific qualifications, including having at least five years of relevant work experience and a good personal character without significant credit issues [9] - At least three independent directors must be on the board, with independent directors making up no less than one-third of the board [6][9] - Independent directors must continuously enhance their knowledge of securities laws and regulations [8] Nomination and Election of Independent Directors - The board of directors or shareholders holding more than 1% of the company's issued shares can propose candidates for independent directors [11] - Candidates must be independent and not have any relationships that could affect their independent performance [11][12] - Independent directors serve a term equal to that of other directors, with a maximum continuous term of six years [13] Rights and Duties of Independent Directors - Independent directors have the right to participate in board decisions, supervise potential conflicts of interest, and provide professional advice [17][18] - They can independently hire intermediaries for audits or consultations and propose meetings to discuss significant issues [18][19] - Independent directors must report any situations that hinder their ability to perform their duties to regulatory authorities [21] Communication and Reporting - Independent directors must maintain communication with minority shareholders and report on their activities and findings [15][22] - They are required to submit annual reports detailing their attendance at meetings and their contributions [22][23] - The company must provide necessary support and resources for independent directors to fulfill their responsibilities effectively [12][20] Special Provisions - The independent director system will take effect upon the company's first public offering of H shares on the Hong Kong Stock Exchange [36] - Any amendments to this system must be proposed by the board and approved by the shareholders [38][39]
星环科技: 境外发行证券与上市相关保密和档案管理工作制度(H股适用)
Zheng Quan Zhi Xing· 2025-07-17 16:14
Core Points - The document outlines the confidentiality and archive management system for the overseas issuance of securities and listing by the company, aiming to protect national economic security and public interests [1][2] - The system applies to the entire process of overseas issuance and listing, including application, review/filing, and listing stages [2] - The company is required to ensure compliance with relevant laws and regulations during the overseas issuance and listing process, enhancing awareness of confidentiality and archive management [4][5] Group 1: General Provisions - The system is established to safeguard the company's interests during the overseas issuance of securities and listing, in accordance with various Chinese laws and regulations [1] - The system applies to the company and its consolidated subsidiaries, as well as to the securities companies and service institutions engaged for the overseas issuance and listing activities [2] Group 2: Confidentiality and Archive Management - The company must strictly adhere to laws and regulations regarding confidentiality and archive management, ensuring that no state secrets or public interests are compromised [4][5] - Any documents or materials involving state secrets must be approved by the relevant authorities before being disclosed to securities companies or regulatory bodies [3][4] Group 3: Procedures and Responsibilities - The company must sign confidentiality agreements with securities companies and service institutions, clearly defining their obligations and responsibilities regarding the handling of sensitive information [5][6] - In case of any leaks of state secrets or sensitive information, the company is required to take immediate remedial actions and report to the relevant authorities [9][10] Group 4: Penalties - Any violations of the confidentiality and archive management system may result in corrective measures, including reprimands or reporting to government authorities [8][9] - Legal responsibilities will be pursued by government departments for violations of relevant laws, with potential criminal charges for serious offenses [8][9]
星环科技: 董事、高级管理人员所持本公司股份及其变动管理制度(H股适用)
Zheng Quan Zhi Xing· 2025-07-17 16:14
General Principles - The management system for the shares held by directors and senior management of StarRing Information Technology (Shanghai) Co., Ltd. aims to clarify the procedures for handling share ownership and changes in accordance with relevant laws and regulations [1][2] - The system is applicable after the issuance of H shares and is designed to ensure compliance with the Company Law, Securities Law, and other regulatory guidelines [1][2] Shareholding and Trading Restrictions - Directors and senior management are prohibited from engaging in margin trading or derivative transactions involving the company's shares [2] - Share transfers by directors and senior management must comply with legal and regulatory requirements, including commitments regarding shareholding ratios and transfer methods [2][3] - Specific conditions under which shares cannot be transferred include the first year after the company's stock is listed, within six months after leaving the company, and during ongoing investigations or legal proceedings [3][4] Trading Blackout Periods - Directors and senior management are restricted from trading company shares during specific periods, such as 15 days before annual and semi-annual reports, and 5 days before quarterly reports [4] - Additional restrictions apply when significant events that could impact share prices occur, until the information is disclosed [4] Reporting and Disclosure Requirements - Directors and senior management must report their shareholding changes within two trading days and disclose details such as the number of shares before and after the change, the date, and the reason for the change [9][12] - Any planned share reductions must be reported to the Shanghai Stock Exchange 15 trading days in advance, including details about the number of shares, source, and reasons for the reduction [8][9] Compliance and Penalties - The company is responsible for ensuring that directors and senior management do not engage in insider trading or other illegal activities related to share transactions [12] - Violations of the management system may result in disciplinary actions by the company and potential legal consequences [12][14] Implementation and Effectiveness - The management system will take effect upon the company's first public issuance of H shares and listing on the Hong Kong Stock Exchange, replacing any previous regulations [14]
星环科技: 信息披露管理制度(H股适用)
Zheng Quan Zhi Xing· 2025-07-17 16:14
General Principles - The information disclosure management system is established to ensure timely, accurate, and complete disclosure of significant information, protecting investors' rights [1][2] - The system applies to the board of directors, senior management, and other relevant personnel responsible for information disclosure [2][3] Disclosure Requirements - Significant information includes financial performance, mergers and acquisitions, major investments, and legal matters that may impact stock prices or investment decisions [2][4] - Information must be disclosed simultaneously to all investors, avoiding selective disclosure [4][6] Disclosure Procedures - The company must disclose information through designated media and ensure that announcements are clear, concise, and free of promotional language [3][5] - The chairman is the ultimate responsible person for information disclosure, and all disclosures must comply with relevant laws and regulations [4][5] Types of Reports - Regular reports include annual, semi-annual, and quarterly reports, while temporary reports cover significant events outside the regular reporting schedule [8][12] - The company must ensure that financial data in reports is audited and accurate, with specific timelines for disclosure [12][14] Major Events Disclosure - The company must disclose major events as they occur, including board resolutions, significant transactions, and legal disputes that may affect stock prices [17][18] - If a major event is confidential, it can be disclosed later once it is no longer sensitive [16][19] Risk Management - The company must disclose any significant risks that could impact its financial health or operational stability, including potential losses or legal issues [26][27] - Disclosure of risks must be timely and comprehensive, ensuring that investors are fully informed [26][28] Shareholder Communication - The company must communicate with shareholders regarding significant changes, including changes in management, capital structure, or business strategy [29][30] - Shareholder meetings and resolutions must be properly documented and disclosed [30][31]