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上半年央企实现增加值5.2万亿元——稳的基础在夯实 进的态势在巩固
Jing Ji Ri Bao· 2025-07-20 22:09
今年以来,中央企业承压前行,经济运行总体平稳。1月份至6月份,中央企业实现增加值5.2万亿元, 完成固定资产投资2万亿元,战略性新兴产业投资保持在较高水平,发售电量、原油产量、航空运输周 转量、集装箱吞吐量同比均稳步提升,有效发挥国民经济顶梁柱、压舱石作用。 "我们要坚定不移办好自己的事,以中央企业高质量发展助推经济持续向好和社会大局稳定。"国务院国 资委党委书记、主任张玉卓在近日举办的中央企业负责人研讨班上强调,当前,尽管面临一些客观困 难,但也要看到,好的因素在累积、稳的基础在夯实、进的态势在巩固。 "中央企业必须把发展新质生产力摆在更加突出的位置,不断提高全要素生产率,努力开启增长的'第二 曲线',加快实现依靠科技创新驱动的'智慧型增长'。"张玉卓强调,下半年,中央企业要在供给提档、 转化提速、产业提质、改革提效上下更大功夫,不断增强核心功能、提升核心竞争力,全面完成今年各 项目标任务,有力有效应变局、稳大局、开新局。 按照国务院国资委的部署,要着力提升原创性引领性技术供给能力,持续优化科研组织,加快突破关键 核心技术和前沿技术,主导推动产学研深度融合,维护产业链供应链安全。要加快推动科技成果转化和 产 ...
8个月新高,国防军工ETF初露锋芒!中航沈飞续刷历史新高!后续催化密集,当前或仍处于布局窗口期
Xin Lang Ji Jin· 2025-07-18 12:00
| 序号 | ਜਿਨ੍ਹ | 名称 | 现价 | 器联集 | 成交额 ▼ | 总书伯1 | 申万二级行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 600760 | 中航沈飞 | 65.64 c | 2.92% | 42.96 Z | 1861 Z | 航空装备II | | 2 | 601606 | 长城军 1 | 29.22 c | -3.82% | 31.66亿 | 21212 | 地面兵装Ⅱ | | 3 | 600967 | 内蒙一机 | 19.19 c | 5.67% | 31.36亿 | 327亿 | 地面兵装Ⅱ | | 4 | 302132 | 中航成飞 | 86.59 c | 0.71% | 20.61亿 | 2318亿 | 三国十八 | | 5 | 600316 | 洪都航空 | 39.92 c | 8.27% | 19.274Z | 2867 | 航空装备Ⅱ | | 6 | 002265 | 11 1698 | 33,62 c | 10.01% | 19.134Z | 347 亿 | 汽车零部件 | | 7 | 000 ...
央企上半年成绩单来了!完成固定投资2万亿元,战新产业投资占比近四成|2025中国经济半年报
Hua Xia Shi Bao· 2025-07-18 10:04
本报(chinatimes.net.cn)记者刘昱汝 徐芸茜 北京报道 7月16日至17日,国务院国资委举办中央企业负责人研讨班,总结上半年工作,明确下半年重点任务。 今年以来,中央企业经济运行总体平稳。1—6月实现增加值5.2万亿元;完成固定资产投资2万亿元,完 成战略性新兴产业投资保持在较高水平。发售电量、原油产量、航空运输周转量、集装箱吞吐量等关键 指标同比稳步增长,有效发挥了国民经济顶梁柱、压舱石作用。 湖南汽车工程职业大学产教融合研究院执行副院长、中国企业联合会特约高级研究员刘兴国在接受《华 夏时报》记者采访时表示,上半年,中央企业运行总体平稳。面对国际国内不确定性因素增多,中央企 业仍保持平稳发展,实属不易。期间,新质生产力加快发展,重组整合深入推进,创新能力持续提升成 为逆势发展中的三大亮点,这些成绩展现了中央企业的韧性与活力。 上半年完成固定投资2万亿元 记者注意到,1至6月,中央企业完成固定资产投资2万亿元。这一数据不仅是对当前经济形势的积极回 应,更是中央企业着眼长远、布局未来的重要战略举措。 刘兴国认为,固定资产投资对于中央企业而言,是实现持续发展的关键所在。其目的就是进行设备更新 或形 ...
财经聚焦丨打好组合拳 塑造新优势——中央企业改革发展新动向观察
Xin Hua She· 2025-07-17 13:50
Core Insights - Central enterprises are facing a complex external environment but are maintaining a steady operational trend through quality improvement and value creation initiatives [2][3] - The goal for the year is to achieve high-quality development, with a focus on enhancing operational efficiency and addressing challenges [3][7] Group 1: Operational Performance - From January to June, central enterprises achieved an added value of 5.2 trillion yuan, with an annualized labor productivity of 816,000 yuan per person, reflecting a year-on-year increase of 2.3% [2] - Research and development expenditure reached 413.98 billion yuan, and fixed asset investment totaled 2 trillion yuan [2] Group 2: Strategic Initiatives - The State-owned Assets Supervision and Administration Commission (SASAC) has outlined key measures for the second half of the year, including close monitoring of macroeconomic conditions and market trends, as well as capturing new consumer demands [3] - Emphasis is placed on cost reduction through centralized procurement and lean management, alongside a focus on digital and green upgrades [3] Group 3: Innovation and Productivity - Central enterprises are urged to prioritize the cultivation of new productive forces and improve total factor productivity to drive growth [4] - The SASAC aims to enhance the integration of technology and industry, with a focus on original and leading technology supply capabilities [4][5] Group 4: Reform and Restructuring - By 2025, the reform and enhancement actions for state-owned enterprises are expected to be completed, with an average completion rate of over 80% for key reform tasks [7] - Strategic restructuring and integration are highlighted as important means for optimizing resource allocation, with a focus on enhancing efficiency and vitality in response to new challenges [8]
第一次俄军向机器人部队投降,AI和机器人主导战场了吗?
Hu Xiu· 2025-07-16 01:05
也许我们都低估了机器人的发展速度。 昨日,乌克兰第3独立突击旅发布消息称,在哈尔科夫地区,他们首次成功地仅凭无人机和自杀式地面作战平台,迫使俄军士兵向无人装备投降。该通报 称:"历史上第一次,俄军士兵在纯粹由机器人系统发起的进攻中投降。"换句话说,机器人的出现,让俄乌冲突发生了前所未有的变化。 本文来自微信公众号:电子工程世界 (ID:EEworldbbs),作者:冀凯、付斌 时间再向前回拨几天,7月2日,消息称乌军的人工智能(AI)战斗机器人已经装备了美国口径为0.5英寸(约1.27厘米)的M2勃朗宁大口径重机枪,目前 正在乌克兰战场上发挥作用。 军用机器人正全面渗透各作战领域,涵盖空中无人机(UAV)、水面无人舰艇(USV)和水下无人潜航器(UUV)。其中,地面机器人(UGV)因面临 的地形最复杂、与环境交互最频繁,成为技术难度最大的领域;无人机发展速度也正在快速发展中。 在地面方面,军用地面机器人类型多、需求大。国外已有不少列装并投入实战,如美国的Pack Bot、TALON等系列。国内暂无明确分类,通常按平台重量 分为微型(≤10kg)、小型(10kg~50kg)、轻型(50kg~100kg)、中型( ...
无人机母舰首飞引关注,航空航天ETF(159227)逆市吸金彰显军工潜力
Mei Ri Jing Ji Xin Wen· 2025-07-15 04:32
Core Viewpoint - The military industry is experiencing a short-term adjustment, with the aerospace and defense sector index declining by 1.13% as of 11:06 AM on July 15, highlighting mixed performance among component stocks [1] Group 1: Market Performance - The aerospace and defense ETF (159227), which tracks the CN5082 index, fell by 1.27% with a trading volume of 52.01 million yuan, marking 13 consecutive trading days of net inflow totaling 312 million yuan, bringing its latest scale to 570 million yuan, the largest among its peers [1] - The CN5082 index shows a high concentration in the military industry, with 98.2% of its components belonging to the military sector, and aerospace equipment accounting for 66.5% of its weight [2] Group 2: Technological Advancements - The recent public demonstration of the "Jiutian" drone mothership by the China Eastern Military team showcases its capabilities, including a wingspan of 25 meters and a payload of 6 tons, capable of carrying 300 "Xuanbird" suicide drones for saturation attacks [1] - The "Jiutian" system achieved a 92% penetration rate against the US-made "Patriot-3" defense network during simulated confrontations, indicating significant advancements in large drone platforms and potential benefits for the military supply chain [1] Group 3: Future Outlook - According to Dongfang Securities, the military trade sector is expected to become a second growth driver as the industry continues to recover in the final year of the 14th Five-Year Plan, with upstream components and key materials poised to benefit from increased demand [2]
央媒观豫丨暑期开封文旅:古韵今风交织 共谱消费热潮
Sou Hu Cai Jing· 2025-07-11 15:25
清明上河园景区,凤舞九天飞天秀表演。人民网记者 王佩摄 暮色降临,清明上河园虹桥一带,人群攒动,众人目光齐刷刷锁定夜空,翘首以盼。突然,随着悠扬的 丝竹声响起,人群中爆发出惊呼声:只见一只光影勾勒的凤凰破空而来,金翼闪耀,振翅间似要扶摇九 霄。凤凰背上,红衣舞者衣袂纷飞,时而舒展双臂,时而旋转身姿,恍若九天仙子,与凤凰共舞天际。 "太梦幻了!像闯进了仙境,分不清是现实还是梦境,真想时光永远定格在这一刻。"节目结束,山西游 客小月攥着朋友的手,声音里满是未散的兴奋。这场"凤舞九天飞天秀",成了古都开封夏夜里最动人的 注脚。 当夜幕下的凤凰与舞者渐渐隐入星光,暑期的骄阳便迫不及待地将古都的热闹延续——白日里的开封, 正以更炽热的姿态将这份"古韵今风"的交融推向深处。 妆造师正在给游客做妆造。人民网记者 王佩摄 走进一家名为"绫锦阁"的汉服店,数十个化妆台前,顾客已经坐满。只见化妆师们手指翻飞,正在专心 致志地给游客做妆造。 "杨老师说,贴珍珠面靥的位置,必须合着'对镜贴花黄'的记载来。"店主张文丽捏着镊子,给客人复原 宋代妆容。这个夏天,她的小店格外热闹——从成都研学带回的古法技艺,成了游客追捧的"爆款"。 一年 ...
科创AIETF(588790)上涨1.78%,近一年日均成交额跑赢同类产品,机构:多模态大模型和应用发展的奇点将至
Xin Lang Cai Jing· 2025-07-11 05:43
Core Viewpoint - The AI sector is experiencing significant growth, as evidenced by the performance of the Sci-Tech Innovation AI ETF and the developments showcased at the Global AI Summit in Geneva [3][4][5]. Group 1: Market Performance - As of July 11, 2025, the Sci-Tech Innovation AI Index rose by 1.93%, with notable increases in constituent stocks such as Star Ring Technology (up 13.26%) and Cambricon (up 5.48%) [3]. - The Sci-Tech AI ETF (588790) increased by 1.78%, reaching a latest price of 0.57 yuan, and has seen a cumulative increase of 2.56% over the past three months, ranking 3rd among comparable funds [3]. - The latest scale of the Sci-Tech AI ETF reached 44.48 billion yuan, marking a new high since its inception and ranking 1st among comparable funds [4]. Group 2: Fund Flow and Investment Trends - The Sci-Tech AI ETF recorded a net inflow of 50.54 million yuan, with four out of the last five trading days showing net inflows totaling 118 million yuan [4]. - The latest financing buy-in amount for the Sci-Tech AI ETF was 13.30 million yuan, with a financing balance of 252 million yuan, indicating continued interest from leveraged funds [4]. Group 3: Historical Performance and Fees - The Sci-Tech AI ETF has seen a net value increase of 10.72% over the past six months, with a maximum single-month return of 15.59% since inception [5]. - The management fee for the Sci-Tech AI ETF is 0.50%, and the custody fee is 0.10%, which are relatively low compared to comparable funds [5]. - The tracking error for the Sci-Tech AI ETF over the past six months is 0.030%, the highest tracking precision among comparable funds [5]. Group 4: Index Composition - The Sci-Tech Innovation AI Index consists of 30 large-cap companies that provide foundational resources, technology, and application support for the AI sector [6]. - As of June 30, 2025, the top ten weighted stocks in the index accounted for 68.03% of the total index weight, with companies like Cambricon and Lanke Technology leading the list [7].
中央企业千亿级大模型团队再添一员
Huan Qiu Wang Zi Xun· 2025-06-28 11:38
Core Insights - The China National Energy Group has launched the world's first trillion-level power generation model, "Qingyuan," which integrates 15 business domains and 75 key application scenarios in the power generation industry [1] - "Qingyuan" aims to address long-standing issues in the power generation sector, such as high safety risks, complex multi-energy coordination, and passive equipment maintenance [1] - The model has already been successfully applied in 13 scenarios and deployed 41 intelligent agents, showcasing its effectiveness in real-time decision-making [1] Group 1 - "Qingyuan" covers a comprehensive intelligent decision-making system that includes safety and environmental protection, electricity trading, production scheduling, and equipment maintenance [1] - The model demonstrated its predictive capabilities by forecasting a heavy rainfall event seven days in advance, allowing for timely flood management decisions [1] - Central enterprises are increasingly adopting artificial intelligence, with trillion-level models emerging across various industries [1] Group 2 - In December of last year, the State Grid released the "Guangming" multi-modal industry model, which serves the entire power industry chain [2] - In May, China Petroleum introduced the "Kunlun" model with 300 billion parameters, applicable across the oil and gas industry chain [2] - As of late March this year, central enterprises have deployed artificial intelligence in over 500 scenarios across key industries such as industrial manufacturing and energy power [2]
中国移动与荣耀宣布AI终端战略合作 荣耀X70i率先接入九天大模型
Huan Qiu Wang· 2025-06-19 10:01
Core Viewpoint - The collaboration between China Mobile and Honor aims to leverage AI technology to create innovative AI terminal products, marking a significant shift in the industry landscape and enhancing user experience through smart services [1][3][5]. Group 1: Strategic Collaboration - China Mobile and Honor have launched a strategic partnership focused on AI terminals, with the goal of exploring new opportunities in the AI terminal market [1][6]. - The partnership emphasizes the integration of both companies' strengths in product, technology, brand, and ecosystem to develop customized AI smartphone products [5][6]. Group 2: AI Technology Integration - The collaboration will utilize China Mobile's "Nine Sky" large model and Honor's "Magic" model to create a seamless service experience for users [5]. - The YOYO smart life assistant will be integrated with China Mobile's eight specialized ecological scenarios, providing personalized services such as travel planning and financial reports [5]. Group 3: Product Features and User Experience - The Honor X70i will feature an AI one-click access function, allowing users to quickly access various services and functionalities, enhancing the overall AI experience [5]. - Users will benefit from features like one-click cleaning, payment code retrieval, and real-time translation during voice calls, making AI services more accessible [5]. Group 4: Market Strategy - The partnership aims to create a comprehensive AI terminal ecosystem that promotes deep collaboration between multiple devices and systems, enhancing user convenience and intelligence [6]. - China Mobile plans to leverage its extensive network and operational capabilities to drive the sales of AI terminal products, positioning them as industry benchmarks [6].