Group 1 - The core viewpoint of the news is that the successful launch of the first corn delivery business under the Commodity Clearing Link marks a significant breakthrough in providing financial services to the agricultural sector, enhancing the stability of grain and feed supply [1] - The Commodity Clearing Link has integrated key agricultural products such as corn, soybean meal, and rapeseed meal into its system, addressing issues of high costs, low efficiency, and the need for improved standardization in agricultural product circulation [1][2] - The Commodity Clearing Link has processed over 650,000 spot transactions, with a cumulative clearing amount of 2.9 trillion yuan and a delivery volume exceeding 430 million tons, demonstrating its effectiveness in serving the real economy [2] Group 2 - The core model of the Commodity Clearing Link involves connecting government-supported compliant commodity spot platforms and their partner storage enterprises, providing real-time, cross-bank, and efficient financial settlement services for commodity transactions [3] - The Commodity Clearing Link has been included in several important policy documents aimed at enhancing cross-border financial service facilitation and promoting integrated development in the Yangtze River Delta region, indicating its strategic importance [3] - The Shanghai Clearing House aims to deepen financial support for key areas such as agriculture and small and medium-sized enterprises, enhancing the clearing system to better serve the national unified market and support high-quality economic development [3]

华升股份表示，本次交易完成后，易信科技将成为上市公司的控股子公司，上市公司实现从传统制造业 向数字基础设施服务领域的战略性拓展。 6月24日，华升股份开盘涨停，随后打开涨停板快速跳水。截至发稿，该股跌6.87%，报7.32元，此前一 度跌近9%。 6月23日，华升股份公告称，公司正在筹划发行股份及支付现金购买深圳易信科技股份有限公司100%股 份，并向公司控股股东湖南兴湘投资控股集团有限公司发行股份募集配套资金事项。截至本公告日，本 次交易涉及的审计、评估工作尚未完成，公司董事会决定暂不召开股东会审议本次交易事项。 华升股份公告称，上述交易预计构成重大资产重组和关联交易。公司自6月10日开市起停牌，自6月24日 开市起复牌。 交易预案显示，易信科技深耕AIDC领域，专注于绿色算力基础设施的全生命周期服务，主营业务涵盖 绿色智算中心的规划设计、建设实施与运维管理，节能系统产品的自主研发，以及面向人工智能、大模 型训练等场景的算力池化调度与运营服务。 华升股份表示，本次交易完成后，易信科技将成为上市公司的控股子公司，上市公司实现从传统制造业 向数字基础设施服务领域的战略性拓展。 业绩方面，2022年至2024年， ...

张志勇表示，中国铁塔接下来将在几方面继续发力。面向地面，助力推动数字基础设施转型升级。近年 来，在服务好通信行业的同时，中国铁塔持续发掘资产价值，持续深化资源共享：变"通信塔"为"数字 塔"，将铁塔打造成中高点位物联网传感器集成体；变"通信机房"为"数据机房"，中国铁塔拥有百万机 房，是天然的理想边缘计算节点。中国铁塔将用好这些资源，加快融入国家算力体系，着力布局边缘算 力网络，推动算力泛在化、随需化、普惠化，打造"毛细血管"式的分布式算力网络，让算力像水电煤气 一样，将来可以随需、随取、随用。 面向空中，中国铁塔将助力空天地一体化网络发展。在低空，中国铁塔基于"位置+计算+电力+安全"的 资源禀赋和能力优势，可以提供无人机起降、充电续航、存放和属地化的全时维护等服务。在高空，持 续推动地面通信网络与卫星互联网的融合发展，目前比如70%的北斗导航地基增强站，都是共享铁塔站 址来建设。中国铁塔还与卫星互联网公司在基准站网络优化、地面网络运行维护、网络安全等方面开展 合作，搭建了中国卫星互联网地面无线试验外场，模拟远场通信测试环境等。 面向地下，中国铁塔将助力提升地下遮蔽空间数字化服务能力，探索"室分+信息化"应 ...

原标题：2025企业数智化财务创新研讨会在京举办 近日，以"智融财通慧领未来"为主题的2025企业数智化财务创新研讨会在京举办，本次大会由中国企业 财务管理协会主办、联通数字科技有限公司承办。众多行业领袖、学术专家、企业精英齐聚一堂，围绕 企业财务数字化转型的创新实践、未来趋势以及生态合作展开交流，共同探索数智财务发展的新范式。 数字经济浪潮下，财务数字化转型已成为企业提升核心竞争力和实现可持续发展的关键路径。中国企业 财务管理协会会长张连起表示，协会将持续关注企业在数字化转型中的需求和挑战，积极推动财务管理 领域的数智化创新，并期待与联通数科在赋能企业数字化发展上深化协同，促进生态建设与经验交流。 研讨会上，中国联通集团财务部副总经理刘峰介绍，中国联通以"往来穿透、指标牵引"为抓手推进财务 数据治理，以"大小模型协同、以小为主"作为智能应用的务实路径，推动前沿技术在财务场景稳健落 地。来自中国石油化工集团有限公司财务部、中国信通院云大所政企数字化转型部、中国铁塔股份有限 公司业务支撑部等企业相关负责人，分享了公司在财务数智化转型的探索与实践。 活动现场，嘉宾们围绕数智化财务展开交流。在"AI+财务"深化应用 ...

据上海清算所消息，2025年6月17日，上海清算所董事长马贱阳会见明讯银行首席执行官Philip Brown一 行。双方围绕持续探索金融基础设施互联互通、拓展发行托管服务与担保品管理等领域合作进行了深入 探讨。 ...

Group 1 - The Shanghai Clearing House successfully held a conference on the construction of OTC trading clearing mechanisms for bulk commodities, focusing on the pain points and challenges in the clearing process to provide innovative ideas for high-quality market development [1] - The General Manager of Shanghai Clearing House emphasized the institution's commitment to serving the real economy and addressing the challenges in OTC trading clearing, aiming to facilitate the integration of finance and industry and support the construction of a multi-level clearing system for bulk commodities [1] - The conference included discussions on optimizing existing OTC commodity market trading clearing mechanisms and sharing insights on building a commodity ecosystem and exploring innovative products and services [1] Group 2 - In April 2021, Shanghai Clearing House launched the Commodity Clearing Link to provide clearing services for bulk commodity spot transactions, with a cross-border RMB clearing service for spot commodity transactions set to be introduced in December 2024 [2] - The Commodity Clearing Link has connected with 8 spot platforms, including the first partner Zhangjiagang Free Trade Zone Technology Group, to create convenient cross-border payment channels [2] - By the end of 2024, the Commodity Clearing Link had connected with 22 banks, served over 12,000 entities, and processed a cumulative clearing amount exceeding 2.4 trillion yuan, demonstrating a replicable business model and expanding service effectiveness [2]

证券代码：300249 证券简称：依米康 公告编号：2025-042 和填补措施及相关承诺的公告 依米康科技集团股份有限公司 关于向特定对象发行 A 股股票摊薄即期回报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 重要事项提示：本公告中公司对财务指标的假设分析不构成公司的盈利预测， 为应对即期回报被摊薄风险而制定的填补回报具体措施不等于对公司未来利润 做出保证，投资者不应据此进行投资决策，投资者据此进行投资决策造成损失的， 公司不承担赔偿责任。敬请广大投资者注意投资风险。 根据《国务院办公厅关于进一步加强资本市场中小投资者合法权益保护工作 的意见》 （国办发2013110 号）、 《国务院关于进一步促进资本市场健康发展的若 干意见》（国发201417 号）和《关于首发及再融资、重大资产重组摊薄即期回 报有关事项的指导意见》（证监会公告201531 号）等有关规定，为保障中小投 资者利益，公司就本次向特定对象发行 A 股股票事项（以下简称"本次发行"） 对即期回报摊薄的影响进行了分析，并制定了具体的填补回报措施，相关主体也 对公司填补回报措施能够得到切实履行 ...

此外，桥水基金在航空板块增持美联航(UAL.US)153万股，保险板块加仓安达保险(CB.US)27.24万股， 投资银行领域对高盛(GS.US)的持股增加9.51万股。 在消费领域，基金对电商巨头阿里巴巴(BABA.US)的持仓出现爆发式增长，从去年末的25.5万股激增至 566万股，增幅超21倍，但同步清仓了化妆品零售商Ulta美容ULTA.US)的全部持仓。 在医疗健康板块，桥水基金彻底退出3M公司(MMM.US)、安进(AMGN.US)、康宝莱(HLF.US)以及梯瓦 制药工业(TEVA.US)四家医疗健康企业的持股，与此形成对比的是对科技股的持续加码。这种行业配置 调整反映出基金对后疫情时代消费复苏与科技创新赛道的战略侧重。 根据美国证券交易监督委员会(SEC)最新披露的13F监管文件，全球最大对冲基金桥水投资(Bridgewater Associates)于2025年第一季度对投资组合进行了显著调整。据了解，这家由雷.达利奥创立的资管巨头在 科技、消费、金融等多个领域展开布局。 首先，桥水基金显著增持流媒体巨头奈飞(NFLX.US)3.05万股，同时对半导体设备龙头泛林集团 (LRCX.US)减持 ...

Kyndryl (KD) FY Conference Summary Company Overview - **Company**: Kyndryl (KD) - **Industry**: IT Services - **Date of Conference**: May 13, 2025 Key Points Company Performance and Strategy - Kyndryl has achieved positive revenue growth for the last quarter, marking a significant turnaround since becoming an independent company three and a half years ago [5][12] - The company has focused on a strategy termed the "three A's": alliances with major cloud providers (Microsoft, Google, AWS), advanced delivery improvements, and reimagining focus accounts to create sustainable relationships [9][10] - Kyndryl has improved profitability and cash flow significantly, with guidance for continued improvement in the current year [12][13] Revenue Growth and Financial Guidance - Kyndryl aims for mid-single-digit revenue growth in the medium term, which is deemed sufficient to drive substantial cash flow and profit growth [15][16] - The company reported a book-to-bill ratio of over 1 for the last year, indicating strong demand and a healthy backlog [17][27] - Kyndryl's signings grew by 46% year-over-year, showcasing broad-based strength across various geographies and verticals [27][28] Business Model and Market Position - Kyndryl's business model is characterized as mission-critical and non-discretionary, providing a level of insulation from economic cycles [20][21] - The company has established long-term contracts with clients, which helps maintain revenue stability [20][21] - Kyndryl is positioned to capture market share from competitors by leveraging its expertise and partnerships with hyperscalers [22][31] Consulting and Managed Services - Kyndryl Consult has grown from 10% to over 20% of total revenue, with expectations for double-digit growth [39] - Managed services have been declining but are expected to stabilize and return to growth by fiscal 2027 [40] Relationship with IBM - Kyndryl's software costs from IBM are expected to transition to a more standard pricing model by the end of the calendar year, reducing the financial burden significantly [41][42] - The relationship with IBM remains strong, with collaborative efforts to meet customer needs [44] Gross Margin and Profitability - Kyndryl reported a gross profit book-to-bill ratio of 1.5, indicating that the gross profit added to the backlog is significantly higher than the current churn rate [45][46] - The company anticipates continued gross margin expansion, with a focus on operational efficiencies [52] Future Outlook - Kyndryl is optimistic about its growth trajectory, emphasizing the importance of being a profitable and cash-generating company [58] - The company is exploring opportunities in AI and automation to enhance service delivery and operational efficiency [56][57] Additional Insights - Kyndryl has invested heavily in building a skilled workforce, with approximately 40,000 credentialed cloud experts [33] - The company is actively engaging in AI initiatives, including partnerships to help clients leverage generative AI technologies [56][57] This summary encapsulates the key insights and strategic direction of Kyndryl as discussed in the conference, highlighting its growth, market positioning, and future opportunities.