为深入贯彻产教融合发展理念，拓宽校企合作渠道，促进学校教育教学与产业需求紧密对接，8月8日到10日，学校董事长李京平率队先后前往北京、天津 两地，先后对天津滨海迅腾科技集团、天津市武清区运河文化广场、北京功成名就教育集团以及北京泰阳和正科技发展有限公司四家单位开展走访交流。 在天津滨海迅腾科技集团，双方围绕深化产教融合、共建产业学院等话题展开深入交流。李京平回顾了学校与滨海迅腾科技集团过往的合作成果，强调在 数字经济蓬勃发展的当下，进一步拓展合作深度与广度的必要性。天津滨海讯腾科技集团董事长邵荣强详细介绍了集团在数字技术研发、产业应用及人才 培养模式创新等方面的新进展，表示集团始终致力于为学校提供前沿的技术支持与丰富的实践资源。双方一致同意围绕数字经济学院建设，在教育成果产 出、课程体系优化、产教融合基地建设、师资队伍培养等方面加强合作，共同培养适应数字产业变革的高素质技术技能人才。 学校董事长李京平陪同莱西副市长徐东辉来到天津市武清区运河文化广场，深入了解天津武清运河不夜城项目的规划布局、文化内涵挖掘、运营管理模式 及文旅产业融合发展情况。李京平表示，武清运河不夜城作为天津市重点文旅融合示范项目，以运河文化 ...

2025年08月15 F 证券研究报告|公司研究|公司点评 浙数文化（600633） 公司基本盘稳固,AI 与消费增长曲线逐步打开 事件：公司发布 2025 年半年报，2025 年上半年公司实现营业收入 14. 14 亿元，同比+0.09%；归母净利润 3.77 亿元，同比 156.26%；扣非 后归母净利润 2.03 亿元，同比+0.14%。毛利率 55.67%，同比-7.13p ct；净利率 26.27%，同比+17.24pct。 单季度来看，25Q2 公司实现营收 7.08 亿元，同比-3.66%；归母净利 润 2.34 亿元，同比+386.45pct; 毛利率 53.81%，同比-8.26pct, 环 比-3.71pct；净利率 31.47%，同比+28.23pct，环比+10.41%。 投资评级 买入 维持评级 2025 年 08 月 14 日 收盘价(元): | 公司基本数据 | | | --- | --- | | 总股本(百万股) | 1,268.07 | | 总市值(百万) | 18,856.27 | | 流通股本(百万股) | 1,268.07 | | 流通市值(百万) | 18,856.2 ...

Core Points - The Ministry of Science and Technology of Vietnam has initiated a call for Vietnamese enterprises, agencies, and organizations to participate in the ASEAN Digital Awards 2026, highlighting it as a significant opportunity for "Made in Vietnam" digital products to showcase their value and expand their market [1] - The ASEAN Digital Awards is a prestigious annual award in Southeast Asia, sponsored and awarded by the ASEAN Digital Ministers' Meeting, aimed at discovering and recognizing digital technology innovations with practical application value [1] - Vietnam has been one of the most awarded countries in the history of the ASEAN Digital Awards, significantly enhancing its international standing in the information and communication technology sector and promoting the products and services of Vietnamese digital technology companies and research institutions [1] Event Details - The finals and award ceremony for the ASEAN Digital Awards 2026 will take place in January 2026 in Vietnam [1] - The competition includes six categories: Public Sector Digital Product Award, Private Sector Digital Product Award, Digital Inclusivity Product Award, Digital Content Product Award, Digital Startup Award, and Digital Innovation Award [1] - Participating agencies and enterprises must submit their application materials to the Permanent Secretariat of the Vietnam ASEAN Digital Awards by September 15 [1]

2025全球数字经济大会7月2日至5日在国家会议中心举行，在"数字友好城市建设全球对话会"板块，来自德国、西班牙、马来西亚、印度尼西亚等十余 个国家和地区的代表围绕数字技术重塑全球城市发展格局展开深入探讨和交流。 会议期间，北京数字经济十大标杆应用发布，集中展现了北京在数字技术融入城市交通、医疗、政务、生态、科技、文化等领域的示范成果。 新华社音视频部制作 【纠错】 【责任编辑:王萌萌】 作者：孙蕾、徐嘉何 ...

单季度表现 第二季度营业总收入为7.08亿元，同比下降3.66%；归母净利润为2.34亿元，同比上升386.45%；扣非净利润为9990.53万元，同比下降23.94%。这 显示出公司在第二季度的非经常性损益对利润的影响尤为显著。 近期浙数文化（600633）发布2025年中报，证券之星财报模型分析如下： 营收与利润 根据浙数文化发布的2025年中报，公司营业总收入为14.14亿元，同比上升0.09%。尽管营收增长几乎停滞，但归母净利润达到3.77亿元，同比大 幅上升156.26%。扣非净利润为2.03亿元，同比仅上升0.14%。这表明非经常性损益对公司利润贡献较大。 盈利能力 公司毛利率为55.67%，同比下降11.36%；净利率为26.27%，同比上升191.0%。尽管毛利率有所下降，但净利率大幅提升，主要得益于非经常性损 益的增加。 费用控制 销售费用、管理费用、财务费用总计为3.65亿元，三费占营收比为25.83%，同比下降18.84%。费用控制效果明显，尤其是销售费用减少了 40.94%，主要原因是子公司市场推广费减少。 现金流与资产负债 每股经营性现金流为0.2元，同比上升362.05%，表明公司 ...

经济全球化与发展新质生产力（深入学习贯彻习近平新时代中国特色社会主义思想·学习《习近平经济 文选》第一卷专家谈） 经济全球化是社会生产力发展的客观要求和科技进步的必然结果，符合人类长远利益。当前，我国正在 以科技创新加快发展新质生产力。在经济全球化深入发展的背景下，任何一个国家都不可能仅仅依靠自 身力量解决所有创新难题，加强科技创新离不开构建开放创新生态、促进国际科技创新合作。《习近平 经济文选》第一卷中的多篇著作都对构建开放创新生态、促进国际科技创新合作作出深刻论述。比如， 《加强科技供给，服务经济社会发展主战场》指出："要增强我们引领商品、资本、信息等全球流动的 能力，推动形成对外开放新格局，增强参与全球经济、金融、贸易规则制订的实力和能力，在更高水平 上开展国际经济和科技创新合作"；《深化对中长期经济社会发展重大问题的认识》指出："要坚持开放 创新，加强国际科技交流合作"；《中国式现代化要靠科技现代化作支撑》指出："科技进步是世界性、 时代性课题，唯有开放合作才是正道"；等等。习近平总书记的重要论述，为我们建设具有全球竞争力 的开放创新生态指明了前进方向、提供了根本遵循。 当前，世界百年未有之大变局加速 ...

Core Insights - The ASEAN Secretary-General's roundtable in Beijing emphasized the theme of "shared opportunities, co-creating prosperity, and initiating a new journey of cooperation" [1] - ASEAN and China have seen continuous growth in bilateral trade, with China remaining ASEAN's largest trading partner for 16 consecutive years and ASEAN being China's largest trading partner for 5 years [1] - The completion of the China-ASEAN Free Trade Area 3.0 negotiations and the implementation of RCEP provide a solid institutional framework for economic cooperation [1] Group 1 - ASEAN's trade promotion association, led by President Bo Shanglang, highlighted the importance of policy communication, enterprise connection, and ecosystem building in enhancing cooperation [1] - The association aims to integrate expert resources to help businesses leverage policy benefits and mitigate risks, while also promoting trade facilitation and a fair business environment [1] - The focus on cultural exchanges aims to strengthen youth friendships, providing a soft support for deepening economic and trade relations [1] Group 2 - The ASEAN trade promotion association plans to focus on the "Digital Silk Road" and green transformation to advance cooperation [2] - ASEAN countries are actively developing digital infrastructure, and China is positioned to lead in digital technology and industries, promoting collaboration in areas like 5G and artificial intelligence [2] - The association intends to establish more regular and multi-level mechanisms for industry and enterprise-level exchanges, facilitating deeper cooperation in specific fields [2]

Group 1 - The number of industrial enterprises above designated size reached 520,000 in the first five months, an increase of over 8,000 compared to the end of last year [1] - Profits of industrial enterprises in the manufacturing sector grew by 5.4% year-on-year [1] - The digital industry, represented by technologies such as 5G and large AI models, achieved a business revenue growth of 9.3%, with an acceleration of 3.4 percentage points compared to the same period last year [1]

Core Viewpoint - The Shanghai Cooperation Organization (SCO) is fostering digital economic cooperation to bridge the global digital divide, emphasizing inclusivity, openness, and mutual benefit in its governance model [1][2]. Group 1: Digital Cooperation Characteristics - The SCO's digital cooperation exhibits a "complementary symbiosis," allowing member states to leverage their comparative advantages and form an efficient, interconnected whole [2]. - China is enhancing digital infrastructure across over 20 member and observer countries, while Russia is promoting standardization cooperation among SCO countries [2]. - Uzbekistan focuses on training digital technology professionals, producing 29,000 specialists annually, and Kazakhstan is positioning Almaty as a key node in the "Digital Silk Road" [2]. Group 2: Achievements and Impact - The cooperation has yielded tangible benefits, transforming the vision of inclusive development into reality for the citizens of member states [3]. - In Kyrgyzstan, a Chinese enterprise's 5G network project increased internet penetration from 43% to over 70%, while a digital healthcare platform in Tajikistan provides remote consultations to underserved areas [3]. - The establishment of 10 Luban Workshops in SCO countries integrates digital talent training with vocational education, demonstrating the shared benefits of digital economic cooperation [3]. Group 3: Future Outlook - The cooperation consensus among SCO countries is expected to provide lasting momentum to bridge the global digital divide [3]. - Continued advancements in "hard connectivity" through cloud services and data centers, alongside "soft connectivity" in data governance and cross-border data flow, will strengthen the digital bond [3]. - The SCO aims to build a more inclusive digital world and a closer community of shared destiny among its members, with China committed to fostering trust and mutual benefits [3].

Group 1 - The "Hangzhou Day" at the 2025 Osaka World Expo features the theme "Hangzhou AI, Making the World More Wonderful" [1] - Alibaba Cloud showcased its commitment to creating the most open cloud for the AI era through product demonstrations [1] - Alibaba DAMO Academy presented breakthrough medical AI technology "One Scan, Multiple Checks," enabling single CT scans to screen for various cancers and chronic diseases [1] - Hikvision demonstrated innovative smart IoT applications aimed at building a convenient, efficient, and secure smart world [1] - Zhejiang Zhongkong Information Industry Co., Ltd. showcased "AI + Intelligentization" technologies and solutions, highlighting urban digital transformation [1] - The VR immersive experience project "Exploring Extraterrestrial Civilizations: Flying to Proxima Centauri" was presented by Chuanhe Lingjing [1] Group 2 - Traditional handicraft performances, such as mortise and tenon block assembly and paper umbrella making, allowed Expo attendees to experience the unique charm of Hangzhou's Song Dynasty culture [2] - Zhejiang Aizheli Traditional Chinese Medicine Technology Co., Ltd. created a health gift themed around traditional Chinese medicine for "Hangzhou Day" [2] - The Xiling Seal Engravers Society showcased several exhibits, including cultural relics and seal engravings that reflect the rich heritage of Hangzhou [2]