Core Viewpoint - The opening of the China Information and Communication Technology (CICT) Optical Communication Exhibition Hall marks a significant milestone in showcasing the development of optical communication technology in China, highlighting the journey from following to leading in this field [1][5]. Group 1: Exhibition Hall Overview - The CICT Optical Communication Exhibition Hall is located in Wuhan's East Lake High-tech Zone, covering approximately 1,400 square meters and featuring over a hundred valuable artifacts and educational videos [1]. - The exhibition is organized into five thematic halls: "Seeking Light to Start," "Exploring Light Forward," "Chasing Light to Progress," "Carrying Light Far," and "Riding the Light Up," which collectively narrate the history of China's optical communication advancements [1]. Group 2: Contributions and Artifacts - The exhibition hall was established over three years, with staff collecting research manuscripts, experimental tools, and historical materials related to optical communication scientists, including a black-and-white television that transmitted after the introduction of optical fiber [3]. - Zhao Zisen's wife, Fan Youying, donated personal items such as a violin and scientific books to support the exhibition, emphasizing the importance of understanding the challenges faced by predecessors in the field [3]. Group 3: Historical Context and Achievements - The journey of optical communication in China began in 1976 when Zhao Zisen's team at Wuhan University of Posts and Telecommunications produced the first practical optical fiber, marking the start of the country's optical communication industry [5]. - In 2018, the merger of Wuhan University of Posts and Telecommunications and the Institute of Telecommunications Science led to the establishment of CICT, which focuses on the integration of 5G technology, optical communication, data communication, and integrated circuit technology [7]. Group 4: Industry Impact and Future Goals - CICT has expanded its operations to over 100 countries and regions, leading the development and revision of hundreds of international standards in the information and communication sector, establishing itself as a globally recognized provider of information and communication products and solutions [7][8]. - The chairman of CICT, He Shuping, stated the company's commitment to increasing R&D investment, optimizing the innovation system, and enhancing talent cultivation to build a world-class information communication enterprise with global competitiveness [8]. Group 5: Industry Scale and Economic Impact - The Optical Valley has become the largest production base for optical fibers and cables globally, housing over 16,000 optoelectronic enterprises, with the optical electronic information industry projected to exceed 600 billion yuan in revenue by 2024 [10].

Group 1 - Global corporate net profits reached approximately $1.19 trillion in Q1 2025, a 5% increase year-over-year, marking the longest profit growth streak since Q1 2022 [2] - The strong performance of U.S. tech companies is driven by robust AI investments, with the electronics sector's profits growing by 38% [2] - TSMC reported a 60% profit increase in local currency for Q1 2025, achieving a historical high for that period [2] Group 2 - Microsoft's cloud business saw an 18% profit increase, with CEO Satya Nadella emphasizing the essential role of cloud and AI in enhancing productivity [3] - The European Central Bank and the U.S. Federal Reserve have implemented multiple interest rate cuts, stimulating consumer spending and corporate investment [3] - The automotive sector faced a 40% profit decline, particularly affecting companies like Volkswagen and Mercedes-Benz in the Chinese market [3] Group 3 - Amazon anticipates weak operating profit growth for Q2 2025 due to tariff-related costs, despite increased procurement activity in specific product areas [4] - There are concerns about declining demand, with companies like PepsiCo adjusting their earnings growth forecasts to "roughly flat" for FY 2025 [4] - The MSCI ACWI index closed at 1038.8 points, reflecting a modest 1% increase compared to late 2024, indicating a weakening stock market rally [4]

Group 1 - Global corporate net profits reached approximately $1.19 trillion in Q1 2025, marking a 5% year-on-year increase and achieving profit growth for four consecutive quarters [1] - Strong performance from U.S. tech companies is driven by robust AI investments, with significant profit growth observed in the semiconductor and information communication sectors [2] - The European Central Bank and the U.S. Federal Reserve have both implemented multiple interest rate cuts, which have supported economic performance and corporate earnings [2] Group 2 - The electronics sector saw a profit increase of 38%, with TSMC reporting a 60% profit growth, the highest for Q1 data [2] - Information communication profits grew by 26%, with major U.S. tech firms like Microsoft experiencing an 18% profit increase in their cloud business [2] - Conversely, the automotive and materials energy sectors faced challenges, with automotive profits declining by 40% and materials energy profits decreasing by 8% [2] Group 3 - Profit forecasts for Q2 2025 indicate a potential 10% year-on-year increase, but uncertainties remain regarding the impact of ongoing tariff negotiations [3] - Amazon anticipates weak operating profit growth due to tariff-related costs, highlighting the challenges faced by e-commerce businesses [3] - Concerns over declining demand have led to downward revisions in earnings forecasts for U.S. consumer-related companies [3] Group 4 - The chief market strategist at BNP Paribas Asset Management noted that while the advantages of AI-related stocks are expected to persist, the unpredictable impact of tariffs poses risks [4] - The risk of a global economic recession remains, making it difficult to predict whether companies can maintain their profit growth trends [4]

工业机器人系统操作、增材制造、3D数字游戏艺术……每个赛场上，都活跃着来自全省各地的高 精尖技术人才。"此次大赛在赛项设置上紧密对接先进制造业，充分衔接新基建新职业，所有项目均服 务于实体经济。在竞赛规则上，将行业与生产实践中的操作标准充分融入比赛规则、比赛技术，引领技 能人才培养方向，做到以赛促学、以赛促教、以赛促训。"省人力资源社会保障厅相关负责人说。 在信息网络布线赛场外，4名来自滨州市鲁北技师学院的学生全神贯注地观察着赛场上选手们的操 作手法。"我们学的是信息技术专业，通过观看不同选手的操作流程，能够给我的专业学习带来很多正 向参考。"鲁北技师学院学生赵晓鸣告诉记者，为有机会亲眼看见技能高手现场比拼，他们几个同学由 老师带队专程赴济南观赛。 第二届山东省职业技能大赛开赛 工厂搬进赛场，千余技术能手同台炫技 一人手持示教器，与机器臂人机交互，指挥其进行零件安装；一人坐在电脑前，通过数据实时传 输，让生产线其他自动化设备与机器臂实现协同操作……5月27日，在第二届山东省职业技能大赛工业 机器人系统操作比赛场地，以双人协作模式参赛的选手们聚精会神地进行着技能比拼。"这个作业模式 完全模拟在智能工厂生产时的场 ...

Core Viewpoint - The article emphasizes the importance of enhancing the technology transfer and transformation capabilities of universities in Jiangsu, aligning with national directives to integrate technological and industrial innovation [1][2]. Group 1: Regional Technology Transfer Center - The establishment of the first national regional technology transfer center in Jiangsu aims to facilitate the transfer and transformation of university technology achievements [1][2]. - The center has set up four sub-centers in Nanjing and Suzhou, with a focus on creating a comprehensive achievement transformation system [1]. Group 2: Responsibilities and Actions - The regional center is recognized as a national platform to promote the transfer of university technology achievements, with a call for enhanced responsibility and mission awareness [2]. - There is a need to improve service functions, including the establishment of a university achievement database and an enterprise demand database [2]. - The article highlights the importance of deepening university-enterprise collaborative innovation and addressing bottlenecks in technology transfer [2]. Group 3: Ecosystem and Innovation Support - The article calls for creating a favorable ecosystem to encourage and support innovation, including the cultivation of technology managers and exploration of new technology finance models [2]. - It emphasizes the need for better integration of effective markets and proactive government support to facilitate the transformation of high-quality innovative results in Jiangsu [2].

Core Viewpoint - State Grid Corporation's subsidiary, State Grid Information Communication Co., Ltd. (国网信通), is acquiring 100% equity of Yili Technology for approximately 1.853 billion yuan, aiming to enhance its business scale and operational performance through resource integration [1][3]. Group 1: Acquisition Details - The acquisition involves a cash payment of approximately 1.853 billion yuan for Yili Technology, which is fully owned by State Grid Information Communication Industry Group Co., Ltd. (信产集团) [1][3]. - Yili Technology specializes in big data, smart office, and digital archives, aligning well with the core business of State Grid Information Communication [1][3]. - The acquisition includes Yili Technology's stakes in Fujian Yirong Information Technology Co., Ltd. (59.3%) and Fujian Yili Electric Technology Co., Ltd. (100%) [3]. Group 2: Financial Performance and Projections - Yili Technology is expected to achieve a total net profit of no less than 393 million yuan from 2025 to 2027, contributing positively to State Grid Information Communication's financial performance [2][5]. - The acquisition price reflects a significant premium, with an assessed value of Yili Technology at 1.853 billion yuan compared to a book value of 862 million yuan, resulting in a premium of 992 million yuan (115.09% increase) [4]. - In 2024, Yili Technology reported revenues of 3.191 billion yuan and a net profit of 134 million yuan, while the first quarter of 2024 showed revenues of 316 million yuan with a net loss of approximately 20.62 million yuan [4]. Group 3: Company Background and Strategic Goals - State Grid Information Communication was established following a major asset restructuring in 2019, transitioning from a hydropower company to a new information communication business [6][7]. - The company aims to become a leading energy digitalization and intelligence innovation enterprise, enhancing its core competitiveness and expanding its business scale through this acquisition [3][7]. - The company has shown stable revenue growth from 2019 to 2023, with total revenues of 77.65 billion yuan in 2019 and 76.73 billion yuan in 2023, alongside a consistent increase in net profits [7].

Group 1 - The core viewpoint of the article is the introduction of 9 new "Bay Area Standards" aimed at enhancing the "soft connectivity" of the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 2 - The first category focuses on technological innovation and cutting-edge technologies in the Bay Area, including standards for color tone value calculation in printing processes, lightning protection for integrated structures, and planning and design specifications for information and communication infrastructure [1] Group 3 - The second category emphasizes cross-border governance and business cooperation among the three regions, featuring standards for cross-border identity authentication, jewelry retail operations, and environmental benefit disclosure for green bonds [1] Group 4 - The third category highlights the unique cultural customs of the Bay Area, with standards for famous dishes such as fish balls and ginger vinegar eggs, as well as traceability guidelines for imported fish glue, which is popular among residents [1] - The development of these "Bay Area Standards" is expected to aid in the preservation and inheritance of traditional culinary culture while promoting its industrialization and marketization [1]

Group 1: China's Technological Advancements - China has made significant strides in technology innovation during the "14th Five-Year Plan" period, becoming a major global technology power [1] - The country ranks 11th in the 2024 Global Innovation Index, marking the fastest rise in innovation capability among major economies in the past decade [2] - China leads the world with 26 global top 100 technology innovation clusters, an increase from 24 the previous year [2] Group 2: Research and Development Investment - In 2024, China's R&D expenditure reached 3.61 trillion yuan, a year-on-year increase of 8.3%, with an R&D intensity of 2.68% [3] - The number of invention patents granted in 2024 was 1.045 million, a 13.5% increase, marking a historic milestone of surpassing one million [3] - The total effective invention patents in China reached 4.682 million by the end of 2024, reflecting a growth of 1.12 times since the end of 2020 [3] Group 3: 5G Technology Leadership - China holds over 42% of the global essential patents for 5G technology, showcasing its leadership in this field [4] - By the end of 2024, China had built 4.251 million 5G base stations, accounting for 33.6% of all mobile phone base stations [4] - The country is also advancing towards 6G technology, with over 50 research outcomes published under the IMT-2030 (6G) initiative [4] Group 4: Manufacturing and Smart Manufacturing - China's manufacturing sector remains the largest globally, with an industrial added value of 40.5 trillion yuan in 2024 [6] - The number of national-level manufacturing clusters reached 80 in 2024, achieving full coverage of key industrial chains [6] - China leads the world with 78 "lighthouse factories," which exemplify the highest level of smart manufacturing [6][7] Group 5: Artificial Intelligence Development - China accounted for 61.5% of the 45,000 newly disclosed generative AI patents globally in 2024 [8] - The country is implementing an "AI+" strategy, investing in computing infrastructure to meet growing demands [8] - The AI industry in China is projected to grow from 398.5 billion yuan in 2025 to 1.7295 trillion yuan by 2035, with a compound annual growth rate of 15.6% [8] Group 6: Overall Impact on Global Technology - China's technological achievements in various fields contribute significantly to high-quality economic development and enhance national competitiveness [9] - The country aims to continue its innovation-driven development strategy, striving for higher goals and creating more achievements in technology [9]

1 证券代码：002093 证券简称：国脉科技 国脉科技股份有限公司 投资者关系活动记录表 编号：2025-009 | | 特定对象调研 □分析师会议  | | --- | --- | | 投资者关系活动 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 活动参与人员 | 华安基金管理有限公司基金投资部雷蒙先生 国信证券计算机研究员云梦泽先生、库宏垚先生 | | | 国脉科技董事长陈维先生 | | | 国脉科技董事会秘书张文斌先生 | | 时间 | 2025 年 5 月 20 日（星期二） | | 地点 | 腾讯会议 | | 形式 | 线上交流 | | 交流内容及具体 | 本文中所涉及的未来计划、发展战略等前瞻性描述不 构成公司对投资者的实质承诺，敬请投资者注意投资风险。 | | | 1、本季度的 AI 智能体发布会上会有哪些内容？ | | | 答：本季度的发布会将重点呈现我司居家养老 智能体 AI | | 问答记录 | 的实操演示、创新养老模式的深度解析，以及主动精准健 | | | 康管理的研发进展。更多 ...

瞄准技术经理人这支专业队伍，南京则制定实施7条措施，全面提升转移转化水平。除加强专业能 力培训，打造专兼结合队伍外，南京将成立重点产业概念验证基金、成果转化基金。对技术经理人推 荐、基金跟投项目，给予最高1%收益奖励。同时，成立市技术经理人协会，完善评价认定机制，鼓励 技术经理人申报评定职称，符合条件的纳入我市高层次人才支持计划。 人工智能产业人才基金、科技人才成果转化基金同步揭牌。前者规模1亿元，聚焦驻宁高校人工智 能方向的成果转化项目，主要投资项目种子轮和天使轮；后者规模2亿元，主要围绕驻区高校、人才企 业等科技成果转化项目进行专项投资，目前已与东南大学、南京航空航天大学等7所重点高校对接。 开幕式还举行了省信息通信特色产业人才集聚区揭牌仪式，集聚区将以紫金山科技城为核心，围绕 先进通信、未来网络、人工智能等重点方向，一体布局平台、资金、基地、项目和政策。 信息通信、生物医药产业科技镇长团同步揭牌。科技镇长团是我省推动创新资源向一线集聚的干部 人才挂职交流机制。今年，将优化调整新一批团组设置，为全国高校区域技术转移转化中心的南京生物 医药分中心、南京信息通信分中心单独设立信息通信和生物医药产业2个科技镇长 ...