Core Viewpoint - China Unicom Jinan Branch has signed a strategic cooperation agreement with Shandong Shunshi Education Technology Group to provide high-performance computing resources, supporting the iteration of the "Shunshi AI Learning System" and the implementation of multimodal digital human projects, promoting the deep integration of AI technology and educational scenarios [1][6]. Group 1: Company Overview - Jinan Unicom is a leading regional force in the domestic telecommunications industry, focusing on computing network construction and digital services, aiming to provide stable, efficient, and secure digital infrastructure for various industries [3]. - Shunshi Intelligent Education Group, established in 2014, has become a national high-tech enterprise and a specialized and innovative enterprise in Shandong Province, emphasizing the integration of party building and business development [3][4]. Group 2: Technological Development - Shunshi Intelligent Education Group has built a core R&D team that integrates knowledge from psychology, cognitive science, education, and computer science, overcoming key technologies in the AI education field [4]. - The "Shunshi AI Learning System" represents an innovative industry combining AI, education, and big data, achieving precise detection and dynamic simulation of learners' memory states [4]. Group 3: Market Application and Impact - Shunshi Intelligent Education Group has established nearly 3,000 offline sales centers nationwide, serving nearly 10 million students, effectively reducing teachers' burdens and enhancing students' learning efficiency [5]. - The collaboration will enhance Shunshi's R&D capabilities, improving the precision of memory-driven algorithms and optimizing voice recognition models [6]. Group 4: Future Prospects - The strategic cooperation between Jinan Unicom and Shunshi Intelligent Education Group is a significant practice of serving educational welfare through the collaboration of telecommunications and educational technology companies [7]. - Jinan Unicom aims to continue providing customized, high-quality computing and digital services to more educational enterprises, promoting the widespread application of AI and big data technologies in educational scenarios [7].

日前，驻中国移动纪检监察组编制印发《违反中央八项规定精神疑难问题定性处理实务参考》，指导中 国移动各级纪检监察机构精准把握违反中央八项规定精神问题的定性标准和处理尺度，切实把作风建设 向纵深推进。 《实务参考》聚焦党的二十大以来作风建设整治重点，紧扣形式主义、官僚主义等群众身边不正之风突 出问题，结合纪律处分条例相关条款，论述具体行为的主客观表现，明确具体行为的定性和处理。例 如，在形式主义、官僚主义部分，列举了纪律处分条例中形式主义、官僚主义问题相关条款，并结合国 有企业及通信行业的特点对每一条款所规定的情形展开论述。明确形式主义、官僚主义问题的认定不限 于需给予党纪处分的行为，对情节、危害后果尚未达到相关条款所规定的严重程度，但其行为表现符合 形式主义、官僚主义本质特征的，也可定性为形式主义、官僚主义问题，应当运用第一种形态处理。 着眼查处违反中央八项规定精神问题的执纪执法需要，从多维度明确定性处理规则，结合中国移动业务 场景进行深入阐释，确保问题解答务实明确。例如，在行为界定方面，对标党内法规及中国移动内部制 度规范，区分违规、轻微违纪及应给予纪律处分的行为界限，为精准判定行为性质提供标尺；在复杂情 形 ...

Economic Indicators - August CPI decreased by 0.4% year-on-year, while PPI fell by 2.9% year-on-year[15] - August manufacturing PMI stood at 49.4, indicating a slight contraction in the manufacturing sector[14] - Exports in August grew by 4.4% year-on-year, down from 7.2% in the previous month[15] Market Trends - Social financing growth rate has declined for the first time since October last year, indicating weak overall demand[1] - The 10-year government bond yield briefly exceeded 1.8%, suggesting a potential buying opportunity[1] - The bond market is expected to benefit from continued monetary easing as the economic fundamentals remain under pressure[1] Policy Developments - The government is expected to implement new policies to support the bond market, including early issuance of local government debt limits for 2026[21] - The State Council has approved the establishment of a national-level nature reserve, reflecting ongoing environmental policy initiatives[9] External Environment - The U.S. and Europe are discussing new sanctions against Russia, which may introduce uncertainties in external demand[1] - Global central banks' gold reserves have surpassed U.S. Treasury holdings, indicating a shift in reserve asset preferences[18]

Core Viewpoint - China Unicom launched the "Tongtong Huigou - Tianfu Mall" as a comprehensive digital integration platform, aiming to empower local industries and enhance the supply chain in Sichuan province [1][3][4] Group 1: Platform Overview - "Tianfu Mall" is a one-stop digital integration platform that responds to national strategies and injects strong momentum into the development of the telecommunications industry and related sectors in Sichuan [1][3] - The platform integrates internal and external resources, focusing on B2B models to meet diverse procurement needs across various scenarios such as communication engineering and employee welfare [3][4] Group 2: Strategic Initiatives - Sichuan Unicom plans to leverage its innovation and industrial chain advantages by accelerating the construction of 5G-A, ten-gigabit optical networks, and computing networks [4] - The platform aims to create an open industrial ecosystem, providing a reliable trading environment for six core industries in Sichuan, enhancing efficiency and collaboration [4][6] Group 3: Competitive Advantages - "Tianfu Mall" boasts core competencies in large market bargaining power, supply chain resource aggregation, and integrated online-offline services [6][7] - The platform offers four unique trading tools to meet various procurement needs, facilitating both small-scale purchases and long-term collaborations [6][7] Group 4: Market Potential - Sichuan's status as a populous and economically significant province provides a vast market space for the B2B platform, particularly in the digital economy and electronic information sectors [7][9] - The platform focuses on six modern industries and cultural tourism, helping "Sichuan-made" products reach national customers and providing better procurement solutions [9] Group 5: Future Plans - The company aims to establish a three-tiered linkage mechanism among provinces, cities, and enterprises to ensure the implementation of cooperation agreements [9] - Future efforts will focus on leveraging digital advantages to promote collaborative development across the industrial chain, contributing to the prosperity of the industrial ecosystem [9]

Group 1 - The Ministry of Industry and Information Technology announced the "2025 5G Factory Directory," featuring 560 projects across 48 industries, highlighting the digital transformation of companies like Yuyue Home Textiles, Binyue Textiles, and Hongqiao New Materials in Binzhou [1][3] - Binzhou Unicom has successfully collaborated with these companies to implement "5G + Industrial Internet" integration, showcasing significant achievements in digital transformation [1][3] - The selected companies demonstrate strong development potential and deep industry roots, benefiting from tailored solutions that leverage 5G, IoT, big data, and edge computing technologies [1][3] Group 2 - Binzhou Unicom has invested in 5G network construction, achieving continuous coverage in towns and over 93% coverage in administrative villages, laying a solid foundation for the application of 5G technology in the industrial sector [3] - In 2024, Binzhou Unicom plans to expand GPU computing power to meet the increasing computational demands of industrial enterprises, enhancing the capabilities of the "Unicom Cloud (Binzhou) Computing Center" [3] - The company has formed a team of over 50 digital specialists to study industry-specific production characteristics and digital needs, providing consulting and solutions for digital transformation [3] Group 3 - Binzhou Unicom aims to deepen the integration of "5G + Industrial Internet" and promote the digital and intelligent transformation of more enterprises, contributing to high-quality economic development in Binzhou [3]

为切实推动优质中小企业对接资本市场，9月11日，在通州区经济和信息化局指导下，北京股权交易中心联合通州区中小微企业智慧服务平台举办北京"专 精特新"专板政策解读会暨数字化融资赋能活动。 下一步，北京股权交易中心将继续深化与各区政府相关部门的合作，不断完善北京"专精特新"专板服务功能，构建涵盖政策对接、融资服务、资源整合、 上市培育的全方位服务体系，为中小企业成长提供有力支撑，助力企业迈向更高层次资本市场。 北京"专精特新"专板介绍 北京"专精特新"专板于2023年6月30日获中国证监会首批备案通过，2023年8月24日正式开板。作为由北京市经济和信息化局牵头指导，北京市地方金融管 理局、北京证监局联合监管，北股交具体运营的区域性股权市场特色板块。北京"专精特新"专板面向北京市专精特新等优质中小企业提供股债融资、上市 培育等综合金融服务。开板以来，北股交从多个维度开展专板建设运营工作，建立与专板相匹配的业务规则体系，推进技术系统搭建工作，开展梯度培育 与个性化服务，深化多层次资本市场互联互通。 截至2025年8月31日，北京"专精特新"专板企业数量已达840家，其中：孵化层207家，规范层479家，培育层154 ...

Group 1 - The core viewpoint of the news is that Zibo Mobile has been recognized as an innovative enterprise for 2025, reflecting its significant achievements in building an all-employee innovation mechanism [1] - Zibo Mobile emphasizes innovation as the core driving force for enterprise development, integrating party building with management, service optimization, and business upgrades to transform organizational advantages into sustainable innovation [1] - The company has established an AI-enabled operations team to respond precisely to market, government, and network demands, supporting its business development and maintaining technological leadership in the telecommunications industry [1] Group 2 - Zibo Mobile has implemented various training and competition initiatives to cultivate innovation capabilities, with nearly 30 employees certified in innovation positions and over 40 completing patent talent training and AI certification [1] - The company has created an innovative atmosphere by establishing the Xu Tongxian Model Innovation Studio, which encourages experience sharing and skill exchanges among employees to stimulate innovation enthusiasm [2] - Looking ahead, Zibo Mobile plans to deepen its all-employee innovation initiatives and enhance platforms for employee innovation and efficiency, contributing to the high-quality development of Zibo's telecommunications industry [2]

Macro Economic Insights - The macroeconomic news over the weekend is positive, indicating a favorable outlook for the market. August social financing data shows a year-on-year growth of 8.8%, with M0 increasing by 11.7%, M1 by 6%, and M2 by 8.8%, suggesting ample liquidity in the market [1] - The narrowing gap between M1 and M2 indicates that household deposits are continuously flowing into the market, which is beneficial for the stock market [1] - The Ministry of Finance has stated that there is ample room for fiscal policy to exert influence, alleviating concerns in the current market environment [1] Federal Reserve and Interest Rates - The Federal Reserve is expected to announce interest rate cuts on September 17, with mainstream institutions predicting two cuts this year, each by 25 basis points. The market widely anticipates a 25 basis point cut, while a 50 basis point cut would significantly support global capital markets [1] Industry Developments - In the technology sector, the U.S. has taken a confrontational stance against China, which has responded with countermeasures. Additionally, the three major telecom operators in China have announced support for Apple's new products [1] - Positive news has emerged in the energy storage sector, indicating potential growth opportunities [1] - The recent controversy involving Luo Yonghao and Xibei has garnered attention, raising questions about its potential impact on the prepared food sector in the upcoming week [1] Market Trends - Attention should be paid to whether the market can increase trading volume in the coming week. If volume does not increase, the index is likely to remain in a large range below 3900 points. The previous week's market performance exhibited an "N" shape [1]

9月12日下午，中国联通 2025（四川）产业对接大会双流区产业园区推介活动在电子科大科技园（天府园）举办。 据介绍，联通在四川天府信息中心项目建设中持续加码，截至目前（已完成阶段），项目一至三期建设已完成50亿元投资，成功搭建起高性能、高可靠的数 据存储与运算平台。未来，联通还将分阶段推进投资建设。 2025-2030年（中期阶段）：计划投入30亿元。其中，10亿元用于信息中心四期建设（包括今天签约的5.36亿元），从而进一步扩大数据中心物理承载规 模；20亿元用于扩容升级与技术迭代，提升能效与绿色化水平，同时拓展算力网络，强化与周边产业协同，支撑人工智能、大数据等产业。 2031-2035年（远期阶段）：将进一步加大投入，计划斥资20亿元打造新一代智能数据中心，提升其在全国算力网络中的战略地位，助力区域抢占数字经济 制高点。为算力市场的繁荣与创新筑牢基础设施 "数字底座"。 曹锋介绍，四川联通将以100亿元总投资，持续推动四川天府信息中心向"绿色化、规模化、智能化"升级，全力打造国家级绿色算力枢纽标杆。 作为活动核心亮点，联通IDC四期项目现场对外发布了超6亿元的市场采购机会清单，为区域数字产业发展提供合 ...

每经记者：郑雨航 每经编辑：高涵 ⑥【华纳兄弟探索公司盘前涨超4%】华纳兄弟探索公司（Warner Bros Discovery）股价在盘前上涨 4%，上一交易日涨幅超28%。消息面上，派拉蒙天舞公司准备竞购该公司。值得一提的是，派拉蒙天 舞公司CEO兼董事长大卫·埃里森是甲骨文公司联合创始人拉里·埃里森之子。 ⑦【英伟达"最大空头"倒戈上调该股评级】9月12日，在给客户的最新报告中，被称为英伟达"最大空 头"的投资银行DA Davidson将英伟达的股票评级从"中性"上调至"买入"，并将其目标价从每股195美元 上调至210美元。该行科技研究主管吉尔·卢里亚表示，他们对人工智能计算需求增长日益乐观的看法， 取代了对英伟达的大部分担忧。截至发稿，英伟达涨0.63%。 ⑧【Rivian在美召回2.4万辆车】9月12日，据美国国家公路交通安全管理局（NHTSA）披露，电动汽车 公司Rivian因高速辅助软件问题将召回超2.4万辆车。 ⑨【三大运营商将为苹果提供eSIM支持】 9月12日，苹果官网称中国移动、中国电信和中国联通三大运 营商将为 iPhone Air提供eSIM支持，具体时间依监管部门审批情况而定。苹 ...