此外，中科天机此举将有力促进新能源、低空经济等行业领域的业务应用创新，为行业大模型开发训练 提供重要数据资源。 在新能源领域，通过逐小时风速、辐照度等要素的46天中长期模拟，可为风电场和光伏电站提供气象数 据支撑，助力新能源发电效率提升与资产增值；在低空经济领域，依托区域精细化模拟与3公里以下垂 直加密分层气象数据，可提供低空风、温度及降水模拟，助力低空商业应用，提升作业效率；在轨道交 通领域，基于强降水、大风、高温等高影响天气模拟，可辅助公路、铁路及港口物流优化运输路径与运 营支撑，降低能耗与运营成本等。 中国气象服务协会会长许小峰表示，中科天机共享数据具有科学意义，其数据处理、计算及模型构建工 作，能为科学与业务服务提供贡献，并希望更多企业认识到数据广泛应用的价值所在。 9月23日，中科天机发布"高分辨率气象数据共享计划"(以下简称"共享计划")，旨在共享全球12公里/中 国区域3公里分辨率、15天逐小时输出的气象全要素模式数据，涵盖温度、风场、降水等160余项要素， 以解决高质量商业气象数据获取难、成本高等痛点。 中科天机气象科技有限公司副总裁梁智介绍，"共享计划"的数据源自中科天机自主研发的"全球区域 ...

Core Viewpoint - The China-Arab States Expo has initiated several practical cooperation projects between the China Meteorological Administration (CMA) and the UAE National Meteorological Center, focusing on meteorological satellite data application and capacity building [1][2] Group 1: Cooperation Initiatives - The CMA and the UAE National Meteorological Center will establish a meteorological satellite data application center, focusing on data sharing frameworks, remote sensing application technology planning, and joint talent cultivation [1] - The CMA has already signed a memorandum of cooperation on meteorological satellites with the UAE in April, and the China Fengyun meteorological satellite data platform has connected with 17 Arab countries, providing 40 types of products and services [1] - The CMA will collaborate with Jordan and other countries to develop the "MAZU" early warning system, tailored to local needs, utilizing Fengyun satellites, numerical weather prediction models, AI meteorological models, and early warning algorithms [1] Group 2: Technological Development - The CMA is also working with the Egyptian Meteorological Authority to develop and apply AI-driven meteorological models to enhance disaster weather forecasting and warning capabilities [1] - The focus on AI technology aims to promote its development and application in the meteorological field across the Arab region [1][2] Group 3: International Cooperation - The CMA emphasizes international cooperation in disaster prevention and reduction, aligning with the Belt and Road Initiative, covering areas such as weather forecasting, meteorological satellite applications, and disaster monitoring and early warning [2]

Financial Performance - For the first half of 2025, the company's operating revenue was approximately 89.48 million, a significant decrease from 352.77 million in the same period last year [1] - The net profit attributable to shareholders was -9.60 million, improving from -15.07 million year-on-year [1] - The net cash flow from operating activities was 23.97 million, showing a year-on-year increase of 6.4% [26] Profitability Metrics - The weighted average return on equity for the first half of 2025 was -7.51%, an increase of 0.07 percentage points compared to the previous year [25] - The company's gross profit margin and net profit margin have shown fluctuations, with the gross profit margin for the first half of 2025 being lower than the industry average [18][19] Asset and Liability Changes - As of the end of the first half of 2025, accounts receivable decreased by 28.66%, while cash and cash equivalents increased by 3.63% [39] - Contract liabilities increased by 42.36%, indicating a rise in obligations [42] Shareholder Structure - The largest shareholder is Changjiang Economic United Development (Group) Co., Ltd., holding 45.83% of the total shares [52] - There have been changes in the shareholding proportions of several key shareholders, with some increasing and others decreasing their stakes [52] Valuation Metrics - As of August 25, 2025, the company's price-to-earnings ratio (TTM) was approximately -49.18, and the price-to-book ratio (LF) was about 27.47 [1] - The price-to-sales ratio (TTM) was around 14, indicating a high valuation relative to sales [1]

Core Viewpoint - China has launched the "Mazu" meteorological warning system at the 2025 World Artificial Intelligence Conference in Shanghai, aimed at helping developing countries respond to natural disasters [1][2]. Group 1: System Overview - The "Mazu" system is named after a widely revered Chinese sea goddess in Southeast Asia and is designed for global coverage [2]. - The system integrates multiple disaster warnings into a single platform, emphasizing simplicity and collaboration in meteorological safety [3]. - The Chinese Meteorological Administration plans to enhance the meteorological warning system through training, providing forecasters with an open-source toolkit of AI models named "Wind Thunder," "Wind Clear," and "Wind Smooth," each tailored for different time frames from 10 minutes to 3 months [3]. Group 2: Global Context - The system is part of China's efforts to establish a network of warning partnerships with other countries to address extreme weather challenges [2]. - Advanced meteorological warning systems already exist in other countries, such as the U.S. National Weather Service and Japan Meteorological Agency, which rely heavily on local supercomputers and prioritize specific disaster types [2][3]. - The "Mazu-Urban" platform, a city-level disaster warning tool, has been donated to representatives from Djibouti and Mongolia, providing risk assessments, real-time monitoring, forecasts, automated disaster reports, and AI-generated emergency plans [3]. Group 3: Implementation and Reach - Since January, a pilot version of the "Mazu" system has been launched in 35 countries across Asia, Africa, and the Pacific [3]. - The system aims to facilitate global cooperation by making its AI models open-source [3].

Core Insights - The first Meteorological Economy Expo in China opened on July 18, highlighting the strategic role of meteorology as a foundational element in economic development [1][3] - The expo showcased the emergence of new industries and business models under the "Meteorology+" concept, acting as a multiplier for traditional industries and a new engine for emerging fields [1][3] Group 1: Highlights of the Expo - The expo presented the concept of meteorological economy on a large scale for the first time, establishing a new cognitive system that integrates policy, industry applications, technological achievements, and market scenarios [3] - A full-chain showcase of meteorological technology was featured, with numerous innovative technologies and products, including several global or domestic premieres, indicating a significant advancement in China's meteorological technology industrialization [3] - The expo created a one-stop trading platform and a complete service ecosystem, facilitating the realization of industry transformation through product displays, supply-demand matching, and on-site contracts [3][4] Group 2: Industry Integration and Collaboration - The expo emphasized the "linkage" concept, integrating application scenarios, research outcomes, capital resources, and industrial ecosystems to form a collaborative and mutually beneficial new pattern [4] - Over 20 industries, including renewable energy, artificial intelligence, low-altitude economy, transportation tourism, health agriculture, and financial insurance, showcased the deep integration and collaborative innovation of meteorological technology [4] - A special area for technology exchange among universities was established to focus on the critical link of technology transfer, connecting research, technology, and application [4][5] Group 3: Future Activities and Engagement - The expo will continue until July 20, featuring over 20 thematic seminars covering popular topics such as artificial weather modification and low-altitude economic meteorological support [5] - Various activities, including product roadshows, company visits, and technical discussions, will be conducted to build a comprehensive and effective communication platform for the industry [5]

Group 1: Quantum Information Technology and Applications - The "Quantum Information Technology and Applications" forum focuses on promoting academic exchange and the transformation of achievements in quantum information technology, aiming to foster deep integration of industry, academia, and research [2] - Experts discussed key areas such as quantum computing, quantum communication, and quantum precision measurement, sharing insights on the architecture and technical routes of superconducting quantum computing, ion trap quantum computing, and neutral atom quantum computing [2] - The forum highlighted the importance of addressing cosmic ray-related errors in superconducting qubit arrays as quantum computing devices scale up, and presented advancements in continuous variable quantum key distribution technology [2] Group 2: Meteorology Empowering Transportation - The "Meteorology Empowering Transportation" forum aimed to explore the integration of meteorology and transportation, discussing topics like low-carbon transportation, high-impact weather, and low-altitude economy meteorological support [5] - Experts emphasized the significance of meteorology in supporting the construction of a strong transportation system, advocating for breaking down industry barriers and enhancing collaboration for technological innovation [5] - The forum aimed to provide strong support for the construction of a transportation powerhouse through innovative applications of meteorological technology in the transportation sector [5] Group 3: Complex Systems Self-Learning 'Inverse Optimal' Theory and Methods - The "Complex Systems Self-Learning 'Inverse Optimal' Theory and Methods" forum focused on optimal operation modeling of complex systems, discussing non-consensus topics in complex nonlinear systems [7] - Key reports included discussions on intelligent-enhanced predictive control, collaborative control and optimization of cyber-physical energy systems, and the application of generative AI in complex power systems [7] - Roundtable discussions addressed hot topics in interdisciplinary fields, such as the application of large model reasoning technology in intelligent control and the challenges of embodied intelligent inverse optimal theory in robotic systems [7]

Group 1: Xiangji Technology - Xiangji Technology successfully completed a Series D financing round led by Blueprint Venture Capital, indicating strong market recognition of its core competitiveness and providing robust momentum for its strategic development in the renewable energy and agriculture sectors [1] - Since its establishment in 2014, Xiangji Technology has focused on the in-depth mining of meteorological data and the development of precise forecasting technologies, aiming to bridge the gap between meteorological information and industry decision-making [2] Group 2: Yundongchu Technology - Yundongchu Technology announced the completion of nearly 500 million RMB in a new financing round, led by Dacheng Caizhi and Guoxin Fund, with participation from various other investment institutions, which will enhance its capabilities in technology and product development, application expansion, and talent acquisition [4] - The company has established itself as a leader in the B-end application fields such as power inspection and emergency rescue, focusing on the independent research and development of humanoid robots, quadruped robots, and their core components [5]

Core Viewpoint - The establishment of the "High-Altitude Complex Weather Warning Technology Innovation Joint Laboratory" in Lhasa marks a significant step in technological innovation for aviation safety in Tibet, aiming to enhance high-altitude aviation safety through advanced technology [1][2]. Group 1: Objectives and Goals - The laboratory will focus on achieving the "Five Ones" goal, which includes producing 7 patents and 5 application software within three years, and forming an independent intellectual property technology system [2]. - It aims to build a high-altitude weather warning cloud platform for cross-unit research collaboration and result sharing [2]. - The laboratory plans to ensure the application of its technologies at key airports in Tibet, such as Lhasa and Linzhi, by the end of 2026, to reduce flight delays caused by complex weather [2]. Group 2: Collaborative Framework - The joint laboratory brings together resources from various sectors, including government, industry, academia, and research, to create a comprehensive innovation ecosystem [2]. - The Civil Aviation Meteorological Center will provide top-level design capabilities, while Inspur Group will invest tens of millions in computing power and AI algorithms [2]. - The collaboration aims to overcome local innovation resource limitations in Tibet and transition from a follower to a leader in high-altitude weather warning technology [2]. Group 3: Long-term Commitment - Representatives from the collaborating units signed a co-construction agreement, committing to share results and risks, and establishing a long-term cooperation mechanism [3]. - The goal is to develop the laboratory into a "national key laboratory for high-altitude civil aviation" and create a global benchmark for high-altitude weather warning technology [3].

Core Viewpoint - The Aerospace New Meteorology Company showcased its technological innovations at the 2025 Meteorological Modernization Construction Technology Expo, focusing on intelligent meteorological observation, low-altitude economy, industry observation, and campus meteorological science popularization [1][2][3]. Group 1: Intelligent Meteorological Observation - The company presented two new intelligent meteorological observation devices: the next-generation national benchmark climate observation station and a mini X-band weather radar [1]. - The next-generation national benchmark climate observation station enhances climate and climate change observation capabilities, utilizing smart measurement instruments and interactive technologies, currently deployed in Anhui and Henan [1]. - The mini X-band weather radar, designed to meet the needs of monitoring extreme weather in disaster-prone areas, is lightweight and suitable for deployment in mountainous regions [1]. Group 2: Low-Altitude Economy - The company exhibited a low-altitude meteorological monitoring network solution, addressing various scenarios such as take-off and landing sites, flight paths, and drone testing areas [2]. - Key products include an integrated low-altitude meteorological detection device that monitors temperature, wind speed, and direction, and a low-altitude meteorological station that provides real-time monitoring and alerts for adverse weather conditions affecting low-altitude operations [2]. Group 3: Industry Observation - The company has provided meteorological monitoring services for sensitive industries such as transportation, agriculture, and renewable energy, enhancing safety and operational efficiency [3]. - For example, traffic meteorological stations deployed in fog-prone areas help monitor visibility, while sensors along railways track temperature to prevent safety hazards [3]. Group 4: Campus Meteorological Science Popularization - The company introduced a "Digital Meteorological Science Education Solution," aimed at enhancing meteorological education in schools through practical demonstrations and engaging materials [3]. - This initiative has already reached over 30 schools in cities like Beijing and Shanghai, impacting more than 2,000 students [3].

Group 1 - The core viewpoint emphasizes the significant development opportunities in Panzhong Street, driven by innovation and industrial upgrades, aiming for high-quality integration of primary, secondary, and tertiary industries [1][2] - Panzhong Street is positioned as a key area within the national-level new district, benefiting from advantageous location and development dividends, striving for economic advancement [1][3] Group 2 - Key economic data presented includes a 260 million yuan investment in infrastructure for the Yangzi Panzhong Industrial Park, with 60,000 square meters of standardized factory buildings nearing completion [2] - The innovation incubation space has over 70% occupancy, with nearly 20 technology-based enterprises, indicating a growing cluster of specialized industries [2] - A modern urban industrial park covering 1,000 acres is under rapid development, with 10% of the space allocated for street chamber enterprises, providing comprehensive lifecycle services from R&D to mass production [2] Group 3 - Panzhong is described as an "investment golden pit," with the potential for significant opportunities as the Nanjing North Station is set to become a major transportation hub by 2027 [3] - The "15-minute business circle" and "billion-level traffic entrance" are highlighted as two new features that will enhance connectivity and commercial value in the area [3] - The street is actively expanding its investment network, with new member companies joining the Panzhong Chamber of Commerce, reflecting a vibrant business environment [3] Group 4 - The establishment of a cooperative agreement for party building with local institutions aims to enhance regional economic development through shared resources and collaborative problem-solving [4] - The Panzhong Chamber of Commerce is encouraged to strengthen its service capabilities and social responsibility, promoting innovation and market competitiveness among enterprises [4] - The street is exploring new paths for investment attraction, focusing on optimizing the business environment and seizing opportunities in the smart manufacturing sector [4]