竞业达 20250710 摘要 金溢达深耕教育信息化领域二十余年，拥有覆盖 K12 至高等教育的全链 条服务能力，积累了大量教育数据，为发展教育垂类大模型奠定基础。 公司在全国高校、职校及中小学累计覆盖教室数量超过 40 万间，形成 显著的数据优势。 国家智慧教育政策和财政支持力度加大，每年教育信息化投入巨大，为 金溢达业务发展提供广阔市场空间。预计未来 5 至 10 年，中高考及大 学生源供给规模将持续提升，推动院校建设投资增加，利好公司业务拓 展。 AI 与大模型技术重塑教育市场竞争格局，金溢达凭借数据积累和全链条 解决方案，构筑竞争壁垒。公司基于星空教育大模型，推出智能硬件、 教学中台及应用平台等产品矩阵，支撑学校教学过程，并新增实验教学 产品及质量评价诊断服务。 金溢达在智慧教室建设方面取得显著成果，通过多模态大模型引擎和私 有化教育大数据，为学校提供专用大模型，并与一线教师合作进行数据 二次训练，已推出 40 余种产品，提升智慧教室价值量，单间教室建设 成本提升至 50 万元以上。 Q&A 金溢达公司近期的经营情况如何，尤其是在 AI 相关领域的布局进展？ 金溢达成立于 1997 年，于 2020 ...

Macro Perspective - The recent rebound in US stocks has led to market divergence regarding future trends, with macroeconomic data from July showing stability but not significantly altering the fact that the US economy is slightly weakening [1] - Despite better-than-expected PMI and non-farm data in July, the overall economic trend remains weak due to external trade policy changes and other soft data [2] Tariff Impact - The introduction of reciprocal tariffs is expected to create a window for observing changes in capital flows in the third quarter, with potential for further capital inflow into US stocks in the fourth quarter [2] - The reciprocal tariff strategy primarily targets transshipment trade and may not apply to tariff issues with other developed countries, with a key decision point on August 1 [2] Valuation and Liquidity - US stock valuations remain relatively high, with many sectors trading above their 5-year and 10-year averages, indicating a potential overvaluation [3] - The "seven sisters" of US stocks have seen their valuation percentile drop to the 50% range, suggesting a slight correction in high valuations [3] Earnings Outlook - Current US stock performance is heavily reliant on earnings, particularly in the information technology and telecommunications sectors, which contribute significantly to the S&P 500's overall earnings [4] - Earnings growth forecasts for Q2 2025 have been revised down from 9.4% to 5.0%, indicating a slowdown in growth expectations due to economic conditions [4]

Group 1 - The 2025 Suzhou Key Technology Global "Challenge" List was released, featuring 45 key technology demands with a total investment of 5.412 billion yuan, covering sectors such as new energy, new generation information technology, biomedicine and health, high-end equipment, advanced materials, and emerging digital industries [1][2] - The list includes demands from all industrial clusters in Suzhou's "1030" development plan, focusing on technology upgrades for enterprises, cutting-edge research by institutions, and policy-driven domestic and green innovation [1][2] - The highest single demand has an investment of 250 million yuan, with 23 demands exceeding 100 million yuan [1] Group 2 - The initiative aims to gather global innovation resources to collaboratively tackle key core technologies, inviting universities, research institutes, and innovative enterprises to participate [2] - Successful projects will be included in Suzhou's global key core technology "Challenge" program, receiving up to 10 million yuan in support, which is 50% of the challenge amount [2] - A total of 40 projects were announced during the event, including 15 regional cooperation projects, 15 university-enterprise joint projects, and 10 major technology investment projects [2]

以审稿环节为例，人工智能技术可以快速搜索分析海量的文献和网页知识，进行信息汇总与分析，为审 稿人提供有价值的参考意见。但当人工智能技术深度嵌入审稿流程，也可能会带来稿件在发表前泄露的 风险。 "现在有了人工智能技术，编辑如果过多依靠人工智能来判断文章价值，就会丧失自身的独立作用，形 成'AI依赖症'。"在7月10日举办的中国科协年会平行论坛——2025中国科技期刊发展论坛上，同方知网 数字科技有限公司副总经理、总编辑肖宏表示，要积极应对AI深度介入学术出版带来的新挑战。 当前，人工智能大模型技术迅猛发展，特别是生成式人工智能在文本理解和处理方面的突破，正深度融 入科技期刊写作与出版领域，显著提升学术出版服务效能。 肖宏表示，知网每天要加工文献3万余篇，90%以上的文献加工、编排和标注工作都已实现机器智能完 成。然而，当AI深度介入知识生产核心环节，其引发的潜在风险也引发了学者们广泛关注。 目前，针对生成式人工智能在学术出版中的应用边界、编辑把关尺度等核心问题，行业尚未达成共识， 这也成为规范其应用、保障学术创新的重要难题。 "关键在于要制定明确的规则。"张铁明表示，目前，国内的一些行业协会、出版机构已经制定人 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 长江商报消息 ●长江商报公益记者 杨蝶 A股再现大手笔"捐股"。 近日，龙软科技发布公告称，公司控股股东毛善君向北京大学教育基金会无偿捐赠其持有公司的250万 股无限售条件流通股，占公司目前总股本的3.43%。按公告披露当日龙软科技收盘价30.90元/股估算， 捐赠股份市值约7725万元。 公开信息显示，毛善君出生于1964年，1982年高考考入中国矿业大学，在中国矿业大学读了本科、硕士 和博士。博士毕业后，他作为北京大学遥感与地理信息系统研究所博士后，从事煤矿信息化和虚拟矿井 的理论研究。2002年，毛善君在中关村参与创办了一家名为"北京龙软科技发展有限公司（龙软科技前 身）"的企业，开始了自己的创业之路。目前，毛善君不仅是龙软科技实控人，还担任北京大学教授、 中国煤炭工业协会信息化分会第五届理事会副会长等职务。 截至公告披露日，毛善君持有龙软科技股份约3335.95万股，占公司目前总股本的45.76%，总市值超10 亿元。捐赠后，毛善君所持龙软科技股权比例降至42.34%，但这并不会影响毛善君的控股股东地位。 对于本次捐赠，北京大学教育基金会承诺，基金会获 ...

Group 1: Smart Manufacturing and Automation - Nanjing is focusing on the development of smart manufacturing, robotics, software and information technology services, and smart grid industries, with strategic emerging industries expected to account for approximately 42% of the total industrial output value by 2024 [1] - Employees in smart manufacturing are encouraged to innovate and participate in defining future work methods, as seen in the case of Zhang Menglu, whose annual salary is 200,000 yuan, significantly higher than the industry average [2] - The government supports new vocational training with subsidies, which can reach up to 8,000 yuan for certain positions, aiding in talent development for smart manufacturing [2] Group 2: Low-altitude Economy and Talent Demand - The low-altitude economy is rapidly expanding in Nanjing, with the number of industry chain enterprises increasing from 180 to 344 and take-off and landing points growing from 47 to 266 [3] - There is a strong demand for composite talents in the drone sector, as evidenced by Zhou Zhewens' role as a project leader shortly after graduation, highlighting the need for individuals who understand both technical and management aspects [3] Group 3: AI Talent Explosion - The demand for AI talent is surging due to the widespread application of AI technologies across various sectors, although there is a lag in the supply of qualified graduates from universities [4] - Companies like Runhe Software are actively seeking to fill over 300 positions for AI trainers this year, indicating a significant growth in the need for skilled professionals in this field [5] - High-level AI positions are challenging to fill, with salaries typically exceeding 200,000 yuan, as these roles require a blend of foundational knowledge, programming skills, and the ability to integrate cross-domain knowledge [5]

Group 1: Talent Attraction and Development - Changshu has a total talent pool of 470,000, including 45,000 high-level talents and 244,000 engineering and technical talents, with a youth resident population ratio of 27.22%, ranking second in Jiangsu province [2] - The establishment of the HuRun U30 China Entrepreneur Pioneer Growth Base aims to support young entrepreneurs by connecting them with investment institutions and mentors [2] - The average value of the 131 young entrepreneurs' companies listed in the latest HuRun report is 280 million RMB, with 11 companies valued over 100 million USD [2] Group 2: Innovation and Industry Upgrading - Changshu focuses on innovation-driven development, investing in talent and technology to accelerate industrial upgrading and create new economic growth areas [3] - Jiangsu ShuoFan Intelligent Equipment Co., Ltd. has experienced rapid growth, achieving a sales increase from 100 million RMB to 600 million RMB within three years, thanks to local support [3] - The establishment of various innovation platforms, such as the Jiangsu Academy of Sciences Innovation Center, aims to address challenges in the carbon fiber industry and promote green development [6][7] Group 3: Policy Support and Financial Initiatives - Changshu has introduced measures to attract high-level talents, including tax incentives for salaries over 800,000 RMB and substantial support for high-energy innovation carriers [4] - The "Changchuan Talent Fund Phase II" has been established with a total scale of 300 million RMB to support technology-driven projects and youth entrepreneurship [8] - A venture capital alliance has been formed, gathering 22 investment institutions to facilitate the integration of talent, industry, and capital [9] Group 4: Comprehensive Talent Ecosystem - Changshu is committed to creating a favorable talent ecosystem, including a one-stop service center for high-level talents to streamline support processes [9] - The city has launched initiatives to develop low-altitude economy talents, including training programs for drone operators and certification engineers [10] - Changshu aims to be a "best partner" for talents by providing comprehensive support and creating opportunities for innovation and entrepreneurship [10]

Core Viewpoint - The company announced its annual profit distribution plan for 2024, which includes a cash dividend of 0.066 yuan per share, approved at the shareholders' meeting on May 20, 2025 [2][4]. Summary by Relevant Sections Dividend Distribution - Each A-share will receive a cash dividend of 0.066 yuan, totaling approximately 47.44 million yuan distributed among eligible shareholders [2][4]. - The total number of shares eligible for the dividend is 718,742,313 after excluding 1,795,500 shares held in the company's repurchase account [4]. Ex-Dividend Price Calculation - The ex-dividend price is calculated as the previous closing price minus approximately 0.0658 yuan per share, based on the total shares participating in the distribution [5][4]. Tax Implications - For individual shareholders holding shares for over one year, the cash dividend is exempt from personal income tax, while those holding for less than one year will have tax calculated upon stock transfer [9]. - For qualified foreign institutional investors (QFII), a 10% withholding tax will apply, resulting in a net cash dividend of approximately 0.0594 yuan per share [10]. Fundraising and Management - The company completed a non-public issuance of 32,990,858 A-shares at a price of 74.75 yuan per share, raising approximately 2.47 billion yuan, with net proceeds of about 2.42 billion yuan [14]. - The company has established a dedicated account for managing the raised funds, ensuring compliance with regulatory requirements [15][18]. - The dedicated fundraising account has been fully utilized and subsequently closed, with no remaining balance [18].

每经记者｜杨欢 每经编辑｜杨欢 图片来源：摄图网_500434112 据广西日报消息，7月9日，广西壮族自治区代主席韦韬到南宁市调研产业发展和民生项目推进等工作，强调南宁市作为自治区首府，是西部陆 海新通道重要节点城市，在全区高质量发展大局中肩负重要使命，要积极抢抓国家重大政策机遇，充分发挥经济大市挑大梁作用，加快构建以 先进制造业为骨干的现代化产业体系。 韦韬表示，要紧抓平陆运河建设契机，聚焦向海交通体系、向海产业体系等关键，加快东部新城建设和临港产业布局；加强项目谋划，强化要 素保障，优化服务流程，推动重点项目建设跑出加速度；主动靠前服务，营造一流营商环境，落实好各项惠企政策，精准高效解决企业实际难 题；依托链主企业招商，吸引更多上下游企业落地，做大做强新能源电池、铝精深加工、电子信息等先进制造业，加快形成新能源产业集群。 解读：以2024年的数据来看，全国31个省份中，低于全国增速（5%）的省份有9个，广西是其中之一（4.2%）。今年广西将经济预期目标定在 5%，"经济大市挑大梁"至关重要。 论名气不如桂林，论工业不如柳州，南宁在全区的显示度并不算高。2019年，广西印发《关于实施强首府战略的若干意见》 ...

仲力磁场" l a 业应用 H F t the y 作协 iv 6月6日，"智惠仲恺·未来产业第四空间"战略发布会在惠州仲恺高新区举行。 随着"仲力磁场"仲恺未来场景创新验证中心、"仲恺iCenter"仲恺未来产业能力发展中心两大突破性规划和核心载体的正式发布，由产业前置运营核心赋能 方——北京艾牧嘉禾运营规划设计有限公司（以下简称"艾牧嘉禾"），深度参与构建的"未来产业应用第四空间"与"体系化创新 '仲恺模式'"，正以清晰的路 径从战略蓝图加速向现实场景转化。 这场以"产业应用第四空间"为关键词的系统变革，不仅是仲恺高新区从"制造工厂"向"创新灯塔"跃迁的重磅落子，也是艾牧嘉禾依托"运营前置规划体系"， 开启长期陪跑"未来产业"的重要开局和关键锚点。 要点速览 01 体系突围丨"生态"协同打破创新孤岛 02 范式重构丨 产业应用第四空间本质逻辑 03 运营即生产力丨 跳出浪潮趋势 游到海水变蓝 布局产业应用第四空间，是仲恺产业演进的内在需求。 全文数字/3310字 建议阅读时长:6分钟 摩驱动 体系化 ETH 7 = 12 风起青萍之末。 在粤港澳大湾区的产业版图上，作为全国首批国家级高新区的惠州仲恺高新区 ...