记者 周楠 通讯员 钱佳莹 日前，2025"苏河芯湾"沿沪宁集成电路产业创新大会举办，普陀正通过多项举措推动智能软件产业 特色赛道能级跃升。 大会之外，这一产业领域的动作则更是频频。龙头企业集聚成链条、创新能力持续增强、生态体系 日益完善，已然成为普陀经济高质量发展的强劲引擎。最新数据显示，普陀区软件信息服务业已实现营 收超1100亿元，同比增长141.2%，增速在上海中心城区中位列第一，成功迈入千亿元级规模。 龙头企业引领 经过多年布局培育，普陀智能软件产业在数字生活、网络安全、集成电路研发与设计、网络游戏及 元宇宙等特色赛道上初步形成集聚态势。其中，龙头企业的引领带动作用尤为突出。 淘宝闪购运营主体拉扎斯网络科技公司今年业务增长迅猛。如何更好发挥淘宝闪购作为链主企业的 产业赋能作用？ 普陀区还创新"产业部门+链主企业+国资公司"三方协同模式，在近铁城市广场共建碧海创新孵化 器，加速数字生活领域创新企业集聚。目前，非隅、丹狐、长者科技等首批企业已入驻，逐步形成以淘 宝闪购为核心的"产业朋友圈"。 此外，360数字安全、波克科技集团、收钱吧等企业也在各自赛道发力，促进普陀围绕龙头企业形 成了完善的产业链上下游 ...

Core Viewpoint - China New Holdings (08125) is actively seeking industry opportunities with significant growth potential, including the development and marketing of intelligent software and digital marketing services in response to the growing demand in the Chinese market [1] Group 1: Business Overview - The company primarily engages in design, decoration, engineering, and procurement of furniture and related products, as well as leasing construction equipment and providing related installation services [1] - Additional services include wine procurement and marketing, as well as financial services such as securities advice, trading, brokerage, asset management, and lending [1] Group 2: Strategic Initiatives - The company is evaluating the establishment of a wholly-owned subsidiary in Shenzhen, China, to focus on intelligent software development and digital marketing services [1] - This new business initiative is expected to create new revenue streams and enhance the company's brand influence and market competitiveness in China [1] - The board believes that these strategic moves will leverage the company's resources while exploring new market opportunities, thereby enhancing competitiveness and creating sustainable value for shareholders [1]

Core Insights - The key term for Putuo District this year is "Yanghu-Ning Industrial Innovation Belt," which is a significant economic corridor connecting nine cities in the Yangtze River Delta region, projected to have a GDP exceeding 15.9 trillion yuan in 2024, accounting for 11.8% of the national economy [1][3] Group 1: Strategic Key - The Yanghu-Ning Industrial Innovation Belt serves as a vital artery for the national strategy of Yangtze River Delta integration, with Putuo acting as a key facilitator for innovation and collaboration [3] - Putuo District has initiated a series of industrial innovation "chain alliances" leveraging resources from major institutions along Wuning Road, enhancing the technological value of the "golden key" [3] - The establishment of the "Yangtze River Delta Isotope Technology Innovation Alliance" led by Shanghai Chemical Industry Research Institute marks a significant advancement in the biomedicine sector, breaking foreign monopolies on carbon-13 isotope technology [3] Group 2: Industrial Key - During the 14th Five-Year Plan, the four major industries of intelligent software, R&D services, technology finance, and life health have doubled their tax revenue contribution compared to the end of the 13th Five-Year Plan, yet a billion-level characteristic industrial cluster has not yet formed [5] - Putuo District has a long-standing reputation as a core area for bulk commodity trade, with its current bulk trade scale accounting for one-sixth of the city's total, and non-ferrous metals making up one-third of this trade [5] Group 3: Governance Key - The development goal is to enhance the quality of life for residents, with initiatives such as the comprehensive development of the Suzhou River and community engagement projects that allow residents to participate in local improvements [7] - The district encourages residents to undertake small community projects, fostering a sense of connection and warmth within the neighborhood, which reflects the underlying value of the "golden key" [7]

Summary of Zhongke Chuangda Conference Call Company Overview - Zhongke Chuangda reported a revenue of 5.148 billion yuan in the first half of 2023, representing a year-on-year growth of 39.34% [2][4] - The net profit attributable to shareholders was 229 million yuan, with a year-on-year increase of 50.72%, indicating significant performance growth [2][4] Core Strategic Focus - The company's core strategy is the transformation towards an AI-driven Operating System (AIOS), collaborating with major model manufacturers like ByteDance and Mianbi Intelligence to build a global ecological platform [2][6] - Zhongke Chuangda has achieved edge deployment of 14B and 7B multimodal models in the automotive sector based on Qualcomm and NVIDIA platforms, launching products like Airbox to accelerate automotive intelligence [2][5] Business Segments IoT Business - The IoT business is experiencing rapid growth, driven by technological iterations and increasing user demand, particularly in domestic and international markets across various business scenarios [2][8] - The company expects continued high-speed growth in the IoT sector, focusing on enhancing technical capabilities and exploring new market opportunities [8] AIOS Development - Zhongke Chuangda has been dedicated to operating system development since its establishment in 2008, gradually shifting towards AIOS as AI technology evolves [5][6] - The company integrates AI natively into operating systems based on Linux and Android, transitioning from traditional control-based OS to decision-making OS [5] Automotive Sector - The automotive business, established in 2013, is moving towards a stable development phase, with AIOS positioned to leverage the complex applications in this sector [10][11] - The company believes that the transition from software-defined vehicles to AI-defined vehicles will present significant industry opportunities [11] Robotics Sector - Zhongke Chuangda has launched several robotic products aimed at industrial and logistics applications, integrating industrial IoT and visual solutions to enhance its product offerings [18] Research and Development - The company continues to increase R&D investment, particularly in AIOS platform development and multi-chip capabilities, while flexibly adjusting personnel to meet new business and technology demands [3][19] Market Strategy - Zhongke Chuangda's strategy combines platform-based development with vertical scene applications, ensuring robust growth across various sectors including smartphones, IoT, smart vehicles, and robotics [9][15] - The company emphasizes collaboration with major chip manufacturers like Qualcomm and NVIDIA to support cross-platform operating systems [17] Future Outlook - The company maintains an optimistic outlook for 2026, focusing on technology development and global strategic partnerships to capture emerging industry opportunities [7][16] - The IoT business is expected to play an increasingly important role in overall performance, driven by continuous technological advancements and user demand [8] Key Product Launches - The AI Box, launched in September at the International Motor Show in Germany, addresses the computational power shortage associated with large models in vehicles, providing a comprehensive AI computing solution [12] Challenges and Opportunities - The fragmentation of the IoT market presents challenges, but Zhongke Chuangda views it as an opportunity to leverage its universal platform to meet diverse customer needs [13][14]

Economic Growth - Since the "14th Five-Year Plan," Putuo District's fiscal revenue has grown at an average annual rate of 10.8%, exceeding the city's average growth rate of 6.2 percentage points [1] - The district's fixed asset investment has an average annual growth rate of 8.8%, which is 2.5 percentage points higher than the city's growth rate [1] - By 2024, the district's GDP is projected to reach 159 billion yuan, representing a 40.8% increase compared to the end of the "13th Five-Year Plan" [1] - The revenue from the regulated service industry is expected to reach 261.4 billion yuan, doubling from the end of the "13th Five-Year Plan" [1] Innovation and Technology - Putuo District is a key transportation hub in Shanghai and plays a significant role in the Yangtze River Delta's industrial innovation [2] - The district has established a collaborative innovation ecosystem, including 310 key laboratories and enterprise technology centers, and has identified 294 demands for technological breakthroughs [2] - By 2024, the number of small technology enterprises in Putuo is expected to reach 346, and high-tech enterprises will total 694, marking increases of 95 and 255 respectively since the end of the "13th Five-Year Plan" [2] Digital Transformation of Traditional Industries - During the "14th Five-Year Plan," Putuo District's key industries, including intelligent software and life health, have successfully completed the "411 doubling plan," with tax revenue from these sectors doubling compared to the end of the "13th Five-Year Plan" [4] - The district's traditional commerce sector achieved a total sales volume exceeding 2 trillion yuan, ranking second in the city [4] - From January to July, sales in the non-ferrous metal sector increased by 14.5% year-on-year, indicating strong growth [4] Urban Development and Quality of Life - The Suzhou River's 21-kilometer waterfront has been fully connected, with 29 service stations established, benefiting local residents [5] - Significant urban renewal projects have transformed areas like "Hongqi Village" into high-quality developments, contributing to the district's skyline [6] - By 2024, the green coverage rate in Putuo is expected to reach 31%, an increase of 1.8 percentage points from the end of the "13th Five-Year Plan," with new parks and green spaces being developed [6]

Core Insights - The article highlights the achievements of the Putuo District in Shanghai during the "14th Five-Year Plan" period, emphasizing its focus on high-quality development and innovation-driven growth [1][3][12] Economic Development - Putuo District's fiscal revenue has grown at an average annual rate of 10.8%, surpassing the city's average growth rate of 6.2% [3] - Fixed asset investment in the district has increased by an average of 8.8% annually, also exceeding the city's growth rate of 2.5% [3] - By 2024, the district's GDP is projected to reach 159 billion yuan, a 40.8% increase from the end of the "13th Five-Year Plan" [3] - Revenue from the above-scale service industry is expected to reach 261.4 billion yuan, doubling from the end of the "13th Five-Year Plan" [3] - The number of tax-generating buildings has increased to 38, up by 12 from the previous plan, with tax output per unit area exceeding 6000 yuan per square meter, also doubling from the previous period [3] Innovation and Technology - Putuo District is a key hub along the Yangtze River Delta's industrial innovation belt, enhancing collaboration with eight cities along the route [4] - The number of "little giant" technology enterprises is expected to reach 346, and high-tech enterprises will total 694 by 2024, marking increases of 95 and 255 respectively from the previous plan [4] - The district has established a 5 billion yuan "Half-Masu River" innovation fund to support technological advancements [4] Urban Development - The district has undertaken significant urban renewal projects, including the renovation of 180,800 square meters of old housing and the construction of 27 kilometers of greenways [7][8] - By 2024, the green coverage rate is projected to reach 31%, an increase of 1.8 percentage points from the end of the "13th Five-Year Plan" [8] - Infrastructure improvements include the completion of new metro lines and the construction of various public facilities, enhancing the overall urban environment [7] Social Welfare and Quality of Life - Putuo District has focused on improving education and healthcare services, becoming one of the first districts in Shanghai to achieve balanced development in compulsory education [10] - The district has added 1,352 new beds in elderly care facilities, with community services expanding to meet the needs of its aging population [10] - The establishment of a community health service training center and the construction of smart health stations have improved healthcare accessibility [10] Future Outlook - Looking ahead to the "15th Five-Year Plan," Putuo District aims to enhance economic momentum, foster collaborative innovation, and improve urban quality [12] - The district is committed to aligning with national strategies and contributing to Shanghai's development as a global center [12]

Group 1 - The core viewpoint emphasizes the ecological improvement and vibrant cultural activities in Putuo District, showcasing a commitment to green development and environmental protection [1][2][4] - In 2023, Putuo District achieved an air quality good days ratio of 88%, with PM2.5 concentration at 28 micrograms per cubic meter, and 100% compliance in water quality for 10 key monitoring points [1][2] - The district has implemented the "Beautiful Putuo Construction Three-Year Action Plan (2024-2026)" with 118 specific tasks aimed at pollution prevention, ecological restoration, spatial enhancement, and industrial transformation [2][6] Group 2 - Putuo District has established the first photochemical component automatic monitoring station in the city, which can analyze 116 types of volatile organic compounds (VOCs), improving ozone concentration by 10.2% year-on-year [2][3] - The district has built 10 surface water micro-automatic monitoring stations, achieving full coverage of 10 city monitoring points, with high compliance rates in water quality [3][6] - A biodiversity assessment conducted by East China Normal University recorded 692 terrestrial species and 214 aquatic species, highlighting the ecological diversity in the area [3][6] Group 3 - In 2023, Putuo District added 184,800 square meters of green space and two new urban parks, with a green coverage rate of 32.18% in the Peach Pu area [4][5] - The TOP Central Park serves as a significant low-carbon ecological construction project, providing a large public green space and hosting various cultural and recreational activities [4][5] - The district's initiatives have led to the successful organization of events like the "Half Marathon on Suzhou River," attracting 7,000 runners from 39 countries [5][6] Group 4 - The optimization of the ecological environment has spurred new development opportunities, with key industries like smart software, R&D services, and life sciences growing by 15.57% year-on-year [6][7] - The first "near-zero carbon park" in Putuo District integrates ecological landscape roads and green spaces, contributing to a carbon sink network [6][7] - Traditional manufacturing companies are also advancing resource conservation, with Schneider Electric achieving recognition as a "world-class end-to-end lighthouse factory" [7]

Core Viewpoint - The article discusses the collaborative efforts of the Putuo District and seven cities in Jiangsu to develop the "Yangtze River Delta Industrial Innovation Belt," emphasizing the importance of innovation and industrial cooperation in driving regional economic growth [1][2]. Group 1: Regional Collaboration - In February, the Putuo District officially partnered with Nanjing, Wuxi, Changzhou, Suzhou, Nantong, Zhenjiang, and Taizhou to enhance the development of the Yangtze River Delta Industrial Innovation Belt [1][2]. - The Putuo District government has been actively visiting these cities to sign cooperation memorandums focused on collaborative innovation [2][3]. Group 2: Industrial Development Strategy - The Putuo District aims to establish a "thousand-hundred-ten" new industrial development system, focusing on cultivating trillion-level industrial clusters in intelligent software and digital health, as well as hundred-billion-level sectors in cybersecurity and digital advertising [4]. - The district is also prioritizing the development of emerging industries such as energy storage and special robots, while fostering collaboration with cities along the Yangtze River Delta [4]. Group 3: Innovation Ecosystem - The Putuo District is initiating "chain alliances" for industrial innovation, which will tailor resources and partnerships for member companies, promoting significant technological innovations and their commercialization [4]. - The district plans to enhance its artificial intelligence industry by leveraging its spatial layout and fostering an ecosystem for AI enterprise incubation [5].