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迅策科技:深耕实时数据基础设施,做AI时代的“修路者”
Ge Long Hui· 2025-12-31 06:26
于是,迅策科技凭借其在实时数据基础设施领域的优势,吸引了资本市场的关注。迅策科技于12月30日 登陆港交所。截至次日上午收盘,其股价报50.50港元,较发行价上涨5.2%。 这家长期低调的中国公司,被频繁与Palantir对标,不仅因为概念相似,更因为它们都选择了同样艰难 但更具长期价值的路径。 一、从最"难"的行业起步:资产管理成最佳试炼场 在众多行业中,资产管理是对数据要求最极端的领域之一,堪称"地狱难度"的试炼场。 在很长一段时间里,企业对"数据"的理解,更多停留在事后统计与经营复盘层面。系统白天运行,数据 夜里汇总,第二天生成报表,用来解释已经发生的结果。这类数据并非没有价值,但它更像后视镜—— 只能回顾过去,却很难参与当下的决策。 这类数据当然有价值,但它更像后视镜——能帮助你复盘过去,却很难参与当下的决策,更谈不上驱动 下一步行动。 但环境正在变。随着"数字中国"、"数据要素"、"数据资产入表"等一系列政策密集落地,以及产业节奏 不断加快,数据开始从"记录工具"转变为"生产要素"。市场也随之重新审视数据基础设施的价值,并逐 渐形成一个更清晰的共识:如果没有实时数据基础设施,数据很难真正成为资产,更 ...
全球化工专家:化工业应加速供应链数字化
Zhong Guo Hua Gong Bao· 2025-10-21 03:05
Group 1 - Digital technology is providing innovative solutions for traditional chemical supply chains, enhancing visibility, resilience, and flexibility amid geopolitical and economic uncertainties [1] - Chemical companies recognize the potential of AI and digital technologies in improving supply chain visibility and agility, but a conservative attitude hinders the speed of technology adoption and overall digital transformation [1] - The complexity of supply chains has increased due to geopolitical conflicts, trade fragmentation, and economic instability, necessitating regional procurement and enhanced local digital capabilities [1] Group 2 - Digitalization is shifting supply chains from assumption-based forecasting to data-driven proactive models, replacing manual management methods with real-time inventory tracking and online order management [2] - Automation technologies and IoT sensors are optimizing route planning, compliance checks, and safety assurance, while AI plays a crucial role in predictive maintenance and logistics optimization [2] - The chemical industry has made significant progress in digitalization, particularly through the integration of automation and data analysis tools to enhance supply chain transparency and decision-making efficiency [2] Group 3 - The digital transformation process is largely determined by small and medium-sized enterprises (SMEs), which face challenges such as outdated IT systems and data quality issues [3] - A partnership between Eremica and Agilis aims to address the fragmentation of ERP systems in chemical companies by integrating product information management with order execution platforms [3] - Establishing a real-time visual digital infrastructure is seen as essential for enhancing competitiveness, despite challenges in data quality and process standardization [3]