长江证券指出，"20%的价格评审优惠"这一"隐形补贴"或将直接改变市场现有竞争格局。假设本国产品 与非本国产品竞标时，前者报价将按80%计算，即本国产品报价10万元将按8万元评审，而非本国产品 报价9万元，则其评审价仍为9万元。此时虽然本国产品报价稍高，但评审价却具备优势。国产产品将在 政策扶持下具备更强的价格竞争力。 同时该机构表示，此次本国产品标准的出台完善了政府采购制度，进一步增加了政府采购政策的公平性 和透明度，同时，有望推动重点产业供应链国产化。受益于信创产业的国产芯片产业链、国产操作系统 产业链和华为产业链等领域值得关注。 麒麟信安：麒麟信安操作系统基于国内自主根社区openEuler研制，同时依托openEuler建设生态形成全 栈全量适配的统一生态，确保全要素、全链条安全可靠。公司互动平台表示，该操作系统并获得中国电 力科学研究院、中国信息安全测评中心等国家和行业权威机构测试认可，符合政府《采购需求标准》及 关键领域安全可靠要求。 9月30日，国务院办公厅印发《关于在政府采购中实施本国产品标准及相关政策的通知》，自2026年1月 1日起施行。 《通知》明确，政府采购中的本国产品标准，是指产品在 ...

Core Viewpoint - The report from CITIC Securities anticipates steady growth in the computer industry revenue by Q3 2025, continuing the trend observed in the first half of the year, driven by sustained computing power demand and an inflection point in applications [1] Group 1: AI Opportunities - It is recommended to seize opportunities along the "AI mainline" in Q4 2025, focusing on AI applications and computing power sectors such as office/management software, computing chips, servers, cloud vendors, and autonomous driving [1] Group 2: Structural Opportunities - The report also suggests considering structural opportunities in areas like trusted computing, fintech innovation, and cyclical recovery, including industrial software, foundational software, and internet financial software [1]

新华财经北京9月12日电（王媛媛） 据证监会官网消息，近日，证监会对深交所创业板上市公司北京东 方通科技股份有限公司（简称*ST东通）涉嫌定期报告等财务数据存在虚假记载作出行政处罚事先告 知。 经查，*ST东通连续四年虚增收入和利润，违反证券法律法规。证监会拟对上市公司罚款2.29亿元，对7 名责任人合计罚款4400万元，对实际控制人采取10年证券市场禁入。 *ST东通涉嫌触及重大违法强制退市情形，深交所将依法启动退市程序。对于可能涉及的犯罪线索，证 监会将坚持应移尽移的工作原则，严格按照《刑法》《最高人民检察院公安部关于公安机关管辖的刑事 案件立案追诉标准的规定（二）》的规定移送公安机关。 2025年4月14日晚间，东方通公告称，公司于2025年4月14日收到中国证监会下发的《立案告知书》，因 公司涉嫌定期报告等财务数据存在虚假记载，根据相关法律法规，中国证监会决定对公司立案。 公开资料显示，东方通成立于1997年，公司主营业务是基础软件中间件业务、网信安全业务、智慧应急 业务以及数字化转型业务。公司主要产品包括基础软件、安全产品、智慧应急和数字化转型四大类型。 公司是国家高新技术企业、国家规划布局内重点软 ...

（记者 王晓波） 每经AI快讯，星环科技（SH 688031，收盘价：58.49元）8月28日晚间发布公告称，因公司内部职务调 整，赵梦笛女士申请辞去公司证券事务代表职务，原定任期至公司第二届董事会任期届满时止。赵梦笛 女士辞职后将担任公司投融资总监兼投资者关系负责人一职。公司拟聘任王诗瑶女士为公司证券事务代 表，协助董事会秘书履行相关职责。 2024年1至12月份，星环科技的营业收入构成为：基础软件开发占比99.8%，其他业务占比0.2%。 截至发稿，星环科技市值为71亿元。 每经头条（nbdtoutiao）——世界首例基因编辑猪肺成功移植人体 对话主要参与者：距离临床应用还有 多远？ ...

Core Insights - Guangdong's service industry is projected to reach a value of 8.14 trillion yuan in 2024, accounting for 10.6% of the national total and contributing 47.9% to GDP, maintaining its position as the leading province in service industry development for 40 consecutive years [1] - The digital economy in Guangdong has reached 6.9 trillion yuan, also ranking first in the country for eight consecutive years [1] - Challenges identified include insufficient high-quality supply in modern service industries, a shortage of skilled talent, and limited depth and breadth of openness [1] Group 1: Current State of the Service Industry - The productive service sectors, including finance, information transmission, software, and technology services, dominate the landscape [1] - There are significant gaps in the quality and capability of productive service supply to manufacturing, with critical technologies like industrial software facing bottlenecks [1] - High-end lifestyle services, such as specialized elderly care and smart elderly services, are lacking in capacity and quality, with a notable shortage of caregivers [1] Group 2: Recommendations for Development - The Guangdong Provincial People's Congress suggests accelerating the domestic replacement of high-end software industries, including basic and industrial software, and promoting the development of technology, green, and digital finance [2] - Encouragement for large manufacturing enterprises to outsource non-core businesses or establish dedicated productive service companies is recommended to strengthen the market [2] - Support for the establishment of national-level high-quality silver economy industrial parks and the promotion of elderly-friendly renovations is advised, along with securing funding for infrastructure projects [2] Group 3: Innovation and Regulatory Environment - To foster innovation in the modern service industry, the Guangdong Provincial People's Congress recommends exploring "sandbox regulation" for new technologies and business models, and establishing a fault-tolerance mechanism to encourage a more open and innovative regulatory environment [3]

Economic Growth and Development - China's economic strength has significantly increased over the past decade, with the total economic output rising from 53.9 trillion yuan in 2012 to 114.4 trillion yuan in 2021, and the share of the global economy increasing from 11.3% to over 18% [1] - Per capita GDP has more than doubled, increasing from $6,300 to over $12,000 [1] - The innovation index of China reached the 12th position globally in 2021, reflecting substantial achievements in building an innovative nation [1] Investment and Structural Reforms - Fixed asset investment has maintained stable growth, with a cumulative total of approximately 409 trillion yuan from 2013 to 2021, averaging an annual growth rate of 7.8% [1] - The proportion of private investment has consistently remained above 55% since 2012, becoming the main driver of investment growth [1] - Economic reforms have led to a significant increase in the number of private enterprises, which quadrupled from 10.85 million to 44.57 million [2] Trade and International Cooperation - China has signed over 200 cooperation documents related to the Belt and Road Initiative with 149 countries and 32 international organizations [2] - The stock of outbound investment has increased from less than $600 billion to over $2.6 trillion [2] Social Improvements - Comprehensive victory in poverty alleviation has been achieved, marking a significant milestone in global poverty reduction [2] - Employment quality has improved, with an average of over 13 million new urban jobs created annually [2] - The average years of education for the working-age population reached 10.9 years, indicating advancements in education [2] Economic Security and Stability - Grain production has remained stable at over 1.3 trillion jin for seven consecutive years, ensuring basic self-sufficiency in grains [3] - The energy supply security has been enhanced, with improvements in the coal, electricity, oil, and gas supply chain [3] - Key technological advancements have been made in critical areas such as 5G, industrial software, and renewable energy [3]

Core Insights - The software industry in China reported a revenue of 42,582 billion yuan in the first four months of the year, reflecting a year-on-year growth of 10.8% [1] - The total profit of the software industry reached 5,075 billion yuan, with a year-on-year increase of 14.2% [1] - Software exports amounted to 17.26 billion USD, showing a growth of 3.5% compared to the previous year [1] Revenue Breakdown - Software product revenue was 9,933 billion yuan, marking a year-on-year growth of 9.6%, accounting for 23.3% of the total industry revenue [1] - Basic software revenue was 536 billion yuan, with an increase of 8.6% [1] - Industrial software product revenue reached 913 billion yuan, growing by 6.3% [1] Information Technology Services - Revenue from information technology services was 28,415 billion yuan, reflecting a year-on-year growth of 11.5%, constituting 66.7% of the total industry revenue [1] - Cloud computing and big data services generated 4,658 billion yuan, with a growth of 11.4%, representing 16.4% of the information technology services revenue [1] - Integrated circuit design revenue was 1,210 billion yuan, showing an 18.0% increase [1] - E-commerce platform technology service revenue reached 3,341 billion yuan, with an 8.1% growth [1]

如何实现真正的深度融合？首要一点，在于以产业需求为导向，牵引科技创新的航向。科技创新不 应是实验室中的"孤芳自赏"，而应精准锚定产业跃升的痛点与前沿趋势。无论是突破高端芯片、基础软 件、高端装备等"卡脖子"难题，还是前瞻布局人工智能、生物制造、商业航天、低空经济等未来产业新 赛道，都需要科技力量与产业需求的紧密耦合。比如，深圳一家燃气具企业，其研发中心就设在工厂顶 楼，工程师们透过玻璃即可看见生产线运转。这种"楼上创新、楼下创业"的模式，让研发人员直面市场 反馈，新材料热效率突破110%的"不可能"极限，正是需求牵引下创新火花的璀璨迸发。 深度融合的动能，更在于推动创新要素在产业生态中的高效流转与优化配置。这要求我们拆除阻碍 要素流动的无形之墙，打造科技、产业、金融相互滋养的良性循环。北京中关村、上海张江、粤港澳大 湾区等科创高地，正通过建设概念验证中心、完善科技金融服务体系、支持龙头企业牵头组建创新联合 体等举措，努力构建"基础研究+技术攻关+成果产业化+科技金融+人才支撑"的全过程创新生态链。 深度融合的沃土，离不开深化改革这把"金钥匙"。唯有通过改革，才能破除那些阻碍科技与产 业"琴瑟和鸣"的体制机制坚 ...

Group 1 - The People's Bank of China and other departments issued guidelines to support new industrialization through financial means, focusing on key technology breakthroughs and long-term financing [1][12][14] - Financial institutions are encouraged to provide support for core technology breakthroughs, including green channels for financing through stock issuance and bond offerings [1][18] - Emphasis on promoting first sets of equipment and materials with increased financial backing [1] Group 2 - Capital investment in hard technology should be patient, with initiatives like monthly investment roadshows and nurturing of specialized small and medium enterprises for listing [2][20] - High-level talent entrepreneurship will receive comprehensive financial services, including credit and financial advisory [2][20] Group 3 - Traditional industries will see diversified financing channels, with banks increasing credit support for high-end, intelligent, and green transformations [3][25] - Companies can utilize financing leasing to update equipment and can securitize related debts [3][26] Group 4 - Emerging industries such as information technology, new energy, and biomedicine will have access to multi-tiered capital markets for financing [4][32] - Long-term funds from government investment funds and insurance will focus on future manufacturing and energy sectors [4][32] Group 5 - Financing for small and medium enterprises will reduce reliance on guarantees, utilizing data and asset credit for financing services [5][41] - A national credit information platform for small and micro enterprises is being established to facilitate first-time borrowers [5][41] Group 6 - Financial tools will be aligned with green transformation, supporting high-carbon industries in their transition to low-carbon projects [6][35] - Green credit and bonds will be directed towards environmental protection and energy-saving initiatives [6][36] Group 7 - Digital infrastructure projects like 5G and industrial internet will receive long-term loans and financing through leasing and asset securitization [7][39] - Banks are encouraged to build digital platforms for one-stop services in financing and settlement [7][39] Group 8 - Financial institutions must monitor fund usage to prevent misuse and ensure risk management [8][73] - Joint assessment of industrial and financial risks will be implemented to share high-risk information promptly [8][73]

Core Viewpoint - The People's Bank of China and several government departments have jointly issued guidelines to enhance financial support for new industrialization, focusing on integrating technology and finance to foster emerging industries and improve the resilience of supply chains [1][4]. Group 1: Financial Support Initiatives - The guidelines propose the implementation of a "Technology-Industry Financial Integration" initiative, which includes monthly investment roadshows and nurturing specialized small and medium-sized enterprises for public listing [1][4]. - Support will be provided for eligible enterprises in emerging sectors such as new-generation information technology, industrial software, smart vehicles, commercial aerospace, and biomedicine to access multi-tiered capital markets [1][4]. Group 2: Optimizing Financial Policy Tools - The guidelines emphasize optimizing financial policy tools to support key technological advancements and product development, particularly in critical manufacturing sectors like integrated circuits and medical equipment [2][6]. - A "green channel" will be established for technology companies that achieve breakthroughs in core technologies, facilitating their access to public financing, mergers and acquisitions, and bond issuance [2][6]. Group 3: Expanding Technology Loan Provision - The guidelines aim to enhance the quality and efficiency of technology finance, encouraging financial institutions to diversify their technology finance service models and increase technology loan issuance [3][7]. - There will be a focus on long-term investments in future industries, including manufacturing, information technology, materials, energy, space, and health, with an emphasis on risk control [3][7]. Group 4: Policy Coordination and Monitoring - The guidelines call for strengthened coordination between financial and industrial policies, implementing incentive and constraint mechanisms to support the development of key sectors and small enterprises [3][7]. - Continuous monitoring of manufacturing credit will be enforced to ensure compliance with policy requirements, fostering a favorable financial market environment [3][7].