李嘉诚旗下长和最新公告：电讯业务或分拆上市，市场反应不一 近日，李嘉诚旗下的长和集团再次成为市场关注的焦点。 3月31日，长和集团在港交所发布了一则重要公告，称集团不时接获建议并正在探索及评估可供考虑的机会，以提升股东的长远价值。其中，包括与本公司 全球电讯业务之资产及运营相关的可能交易，甚至不排除分拆上市的可能性。 这一消息立即引发了市场的广泛关注和热议。长和集团作为全球知名的综合性企业，其业务涵盖电信、基建、房地产等多个行业，任何战略调整都可能对市 场和投资者产生重大影响。 长和集团全球电讯业务的"家底" 长和集团的电讯业务主要包含欧洲"3"集团在六个欧洲国家业务，以及在联交所上市的和记电讯香港控股（和电香港）的66.09%的股权。2024年，电讯业务 实现收入883.71亿港元，同比增长2%，占整体营收的19%。该业务不仅是长和集团的重要收入来源，更是其盈利的重要支柱。 据知情人士透露，长和集团已开始准备剥离其全球电信资产并在伦敦上市。分拆后的实体将托管长和在欧洲、香港和东南亚的电信业务，估值可能在100亿 至150亿英镑（130亿至190亿美元）之间。这一计划若成功实施，将是过去几年规模最大的IPO之 ...

【产业互联网周报是由钛媒体TMTpost发布的特色产品，将整合本周最重要的企业级服务、云计算、大 数据领域的前沿趋势、重磅政策及行研报告。】 国内资讯 宝马官宣与阿里达成AI合作 宝马集团宣布与阿里巴巴集团在中国达成AI领域战略合作，双方在AI大语言模型和智能语音交互等前 沿领域开展联合研发，提供最贴近中国用户需求的前瞻性解决方案。阿里通义大模型将应用于中国市场 的宝马新世代系列车型。 腾讯混元T1正式版上线元宝 腾讯混元宣布，深度思考模型"混元T1"正式版携手DeepSeek V3最新版已上线元宝。 浙江省政府与阿里巴巴集团蚂蚁集团签署战略合作协议 浙江省政府与阿里巴巴集团、蚂蚁集团签署战略合作协议。省长刘捷分别与阿里巴巴集团董事会主席蔡 崇信、蚂蚁集团董事长井贤栋见证签约。根据协议，省政府与阿里巴巴集团、蚂蚁集团将紧紧围绕"以 高质量发展为首要任务、以缩小'三大差距'为主攻方向、以改革创新为根本动力、以满足人民美好生活 需要为根本目的"，进一步整合资源、紧密协同，推动平台经济健康发展，在人工智能等领域展开合 作，更好服务中国式现代化省域实践，共同推动国家重大战略落地实施。 华弘数科发布新款全液冷智算一体机 ...

仅剩最后七天的时间，长江和记就要完成和贝莱德集团的港口交易了，其中就包括最受外界关注的两座巴拿马港口。不过就在双方即将交割之际，又有新的 消息传来，这次李嘉诚出售港口一事，或许仍有转机... 虽然这一消息并不意味着大陆将会立刻全面禁止同李嘉诚的合作，但是对李嘉诚的压力无疑再次增加。但是外媒一般认为，大陆的施压对于长江和记的影响 比较有限，因为长江和记仅有12%的收入来自香港和大陆，其主要业务覆盖欧洲，北美以及澳大利亚。 涉及零售，电信，以及公共事业等领域，其实港口行业本身也并非长江和记的主营业务，因此李嘉诚的企业和国企的业务往来本身就不多。但是李嘉诚其长 子李泽钜所负责的房地产部门，长江实业五分之一的长期租赁物业都位于中国大陆，其大部分用于开发的待售房地产项目的土地储备也位于大陆。 3月4日，长江和记宣布将会以228亿美元的价格，向贝莱德集团出售其位于23个国家的43个港口的相关权益，其中包括巴拿马的两座港口，这两座港口恰好 位于巴拿马运河的两端。而这一消息一经公布，立刻就引起了轩然大波。 以《大公报》为首的舆论界，立刻对李嘉诚发起"猛攻"。早在特朗普刚刚就任总统的时候，他就已经对巴拿马运河表现出了浓厚的兴趣 ...

Group 1 - Samsung has been ordered by the Indian government to pay $601 million in taxes and fines for evading customs duties on key telecom equipment imports [1][2] - This penalty represents a significant portion of Samsung's net profit of $955 million in India last year [2][3] - The investigation into Samsung began in 2021, focusing on the misclassification of imported goods to avoid tariffs [3][4] Group 2 - The Indian government is considering canceling a controversial 6% digital tax that primarily affects American tech giants like Google, Meta, and Amazon [5][6] - This move is seen as an effort to ease trade tensions with the United States, especially in light of potential retaliatory tariffs from the U.S. [5][6] - India is also looking to significantly reduce tariffs on over $23 billion worth of U.S. imports as part of ongoing trade negotiations [6]

Group 1 - Central enterprises are actively embracing artificial intelligence (AI) through the "AI+" initiative, achieving positive results in key areas such as application, computing power, data, and models [1] - Over 500 scenarios in key industries like industrial manufacturing, energy, and intelligent connected vehicles have been established for AI applications by central enterprises [1] - China Unicom has developed the "Yuanjing" model family, which includes multimodal models for language, speech, vision, and multimodal processing, and has released the first "adaptive slow thinking" general thinking chain model to enhance model efficiency [1] Group 2 - The State Grid has launched the "Guangming" multimodal industry model, which provides specialized intelligent services across the entire power industry chain [2] - China National Petroleum Corporation has introduced the "Kunlun" model for energy and chemical applications, focusing on oil and gas exploration and equipment engineering design [2] - The State-owned Assets Supervision and Administration Commission (SASAC) plans to deepen the "AI+" initiative by emphasizing application leadership, data empowerment, and foundational intelligent computing, while encouraging central enterprises to increase investment in AI [2]

赴美上市开启"快车道"！如何抓住政策红利与市场机遇？ 当全球资本市场的目光重新聚焦中概股，一场潜移默化的政策变革正在重塑中企赴美上市的版图。证监会2025年初春发出的强烈信号，不仅为企业铺设了 通往华尔街的"快车道"，更在融资生态层面开启战略级创新。 壹、政策速递 3月11日证监会党委会议释放的三大核心突破，直击企业跨境上市的长期痛点，为优质企业铺设了更为顺畅的国际化融资通道。 证监会借鉴"海关通关"理念，根据行业特性、企业资质和风险等级设立"红/黄/绿"三色通道。 其中，绿色通道适用于科技创新属性强、合规记录良好的企业，备案材料可实现"即报即审"，周期压缩40%以上； 黄色通道针对存在部分合规瑕疵但业务实质优良的企业，实行重点问题靶向问询； 红色通道则适用于涉及敏感数据或特殊监管要求的企业，需进行多部门联席审查。 允许上市后灵活采用SPAC合并、定向可转债等18种创新融资工具，战略投资者引入流程缩短至15个工作日。 推出"沙盒监管"试点，允许企业在特定领域（如数据安全）进行合规压力测试。 贰、效率革命 允许优质中概股每季度启动小额增发，单次融资规模不超过市值的5%时可豁免部分审查。 明确PE/VC退出路径， ...

元道通信最新一期业绩显示，截至2024三季报，公司营业总收入11.05亿元、同比减少3.87%，归属净利 润4669.87万元，同比减少25.78%，扣非净利润4894.92万元，同比增长8.49%，流动比率2.328、速动比 率2.160、资产负债率35.82%。 天眼查商业履历信息显示，元道通信股份有限公司，成立于2008年，位于乌鲁木齐市，是一家以从事电 信、广播电视和卫星传输服务为主的企业。企业注册资本12158.08万人民币，实缴资本5008万人民币。 公司法定代表人为李晋。 通过天眼查大数据分析，元道通信股份有限公司共对外投资了8家企业，参与招投标项目1881次，知识 产权方面有商标信息18条，专利信息16条，此外企业还拥有行政许可18个。 来源：金融界 元道通信（301139）3月24日主力资金净流入 2068.11万元 金融界消息 截至2025年3月24日收盘，元道通信（301139）报收于37.66元，上涨9.89%，换手率 34.74%，成交量24.91万手，成交金额9.35亿元。 资金流向方面，今日主力资金净流入2068.11万元，占比成交额2.21%。其中，超大单净流出1054.26万 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部或任何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 CHINA MOBILE LIMITED 中國移動有限公司 自2024年1月1日 至2024年12月31日止期間財務報表 本公告乃中國移動有限公司（「本公司」）根 據《香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則》第13.10B條 而 作 出。 茲提述本公司在上海證券交易所網站刊登的《中 國 移 動 有 限 公 司 自2024年1月 1日 至2024年12月31日 止 期 間 財 務 報 表》，僅 供 參 考。 承董事會命 中國移動有限公司 楊 杰 董事長 （根據公司條例在香港註冊成立之有限公司） 股份代號：941（港幣櫃台）及 80941（人民幣櫃台） 香 港，2025年3月20日 海外監管公告 前瞻性陳述 本 公 告 中 所 包 含 的 前 瞻 性 陳 述 不 構 成 亦 不 應 視 為 本 公 司 作 出 的 承 諾。這 ...

Group 1: Telecom Industry - In 2024, telecom business volume is expected to grow by 10%, exceeding the national service industry production index by 4.8 percentage points, positively contributing to service industry growth [1] - Emerging businesses such as cloud computing, big data, and mobile IoT generated revenue of 434.8 billion yuan, a year-on-year increase of 10.6%, accounting for 25% of total telecom business revenue, driving a 2.5 percentage point increase in telecom business revenue [1] Group 2: Bond Market - The bond market has experienced an extended bull market, with the 10-year and 30-year government bond yields declining by nearly 100 basis points, a rare historical fluctuation [2] - Since January, the central bank has suspended net purchases of government bonds, leading to significant tightening of the funding environment and a shift in market expectations regarding funding and fundamentals [2] - Changes in central bank policies have led to differing views on macroeconomic prospects, particularly regarding funding, institutional behavior, and macro fundamentals [2] Group 3: Deep Sea Technology - The 2025 government work report emphasizes the promotion of deep-sea technology and other emerging industries, indicating the government's focus on this field [3] - Deep-sea technology, which includes deep-sea equipment, exploration, resource development, and networking, is expected to have a market potential of trillions of yuan [3] - The integration of military and civilian sectors is expected to drive technological innovation and industrialization, facilitating the sharing of research outcomes and enhancing new productivity and combat capabilities [3] Group 4: Gold Market - Weak economic data from the U.S., such as lower-than-expected manufacturing PMI and CPI growth, has heightened concerns about a U.S. economic recession, benefiting gold prices [4] - Central banks globally have purchased over 1,000 tons of gold for three consecutive years, significantly exceeding the average levels from 2010 to 2021, with expectations of continued gold purchases as a stable strategic asset [4] - From early 2024 to March 14, 2025, the Shanghai gold price increased by approximately 41%, while the gold stock index rose by about 27%, indicating a lag in gold stock performance [4] Group 5: Robotics Industry - Actuators, which convert rotational motion from motors into linear motion for robotic joints, account for about 55% of the overall cost of humanoid robots [5] - The market for frameless torque motors in China was valued at 180 million yuan in 2023, with a year-on-year growth of 19.73%, and collaborative robots accounting for about 70% of market demand [5] - Different types of precision reducers, such as harmonic and planetary reducers, are suitable for humanoid robots, meeting the needs for miniaturization and lightweight design [6]

Group 1 - The article emphasizes the need to accelerate the transformation and upgrading of traditional industries while actively developing strategic emerging industries, particularly in digital economy and new energy sectors [1] - NVIDIA's CEO highlighted significant growth in chip purchases by major US cloud service providers, with expectations for data center capital expenditures to exceed $1 trillion by 2028 [1] - International precious metals futures saw a general increase, with COMEX gold futures rising by 1.18% to $3041.7 per ounce and COMEX silver futures increasing by 1% to $34.65 per ounce [1] Group 2 - Gold prices continue to reach new highs, driven by lower-than-expected retail sales growth in the US and ongoing inflation concerns [2][18] - The market is pricing in more interest rate cuts from the Federal Reserve, despite the central bank's indication that it will not lower rates in the near term [2][18] - Geopolitical tensions in regions like Ukraine and the Middle East contribute to rising recession expectations, further supporting gold's strong performance [2][18] Group 3 - The oil market is under pressure due to protectionist policies from the US, which have disrupted global markets and led to increased tariffs on oil imports from Canada and Mexico [3][10] - The overall sentiment in the oil market remains bearish, with expectations of increased supply if geopolitical conflicts resolve sooner than anticipated [3][10] Group 4 - The article reports a decline in the New York Fed's service sector business activity index, reaching its lowest level in over a year [4] - The Chinese market regulatory authority has released new guidelines to enhance fair competition, specifying prohibited behaviors [5] Group 5 - The article discusses the establishment of a green energy consumption promotion mechanism by five government departments, aiming to accelerate renewable energy project development [6]