东方国信所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：AI文生视频、Web3概念、 数字水印、职业教育、时空大数据等。 截至9月30日，东方国信股东户数8.00万，较上期减少6.66%；人均流通股11328股，较上期增加7.14%。 2025年1月-9月，东方国信实现营业收入14.31亿元，同比减少3.73%；归母净利润-9848.74万元，同比减 少568.46%。 分红方面，东方国信A股上市后累计派现1.56亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，东方国信十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1023.74万股，相比上期减少338.82万股。南方中证1000ETF（512100）位居第五大流通股 东，持股832.83万股，相比上期减少8.92万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股495.08万股，相比上期减少9400.00股。 责任编辑：小浪快报 11月26日，东方国信（维权）盘中下跌2.02%，截至13:51，报11.13元/股，成交3.96亿元，换手率 3.87%，总市值126.74亿元。 ...

向绿——一座117米高的现代化建筑，东西南三面身披一体化光伏幕墙，就像穿上了一件"发电外 套"，为大楼提供25%左右的绿色能源，一年减少碳排放近500吨。 这是坐落在松岭路的特来电总部基地大楼。除光伏发电外，大楼还通过梯次储能系统及新能源汽车 放电，实现100%绿能替代。一座搭载全新供能体系的建筑，是青岛向绿色转型的又一次超前探索。 向新——一颗不足指甲盖大小的AI芯片，能让商用空调节能30%。 这枚端侧AI芯片，诞生在国家高端智能化家用电器创新中心孵化的青岛银河边缘科技有限公司， 是从芯片定义到场景落地全链条自主可控的高性能"中国芯"。它传递着这座城市"十四五"期间加力布 局"10+1"创新型产业体系，推动产业升级的坚实努力。 创新是产业大市向产业强市进阶的必由之路。直面新一轮科技革命和产业革命的突飞猛进，这座城 市基于自身禀赋精准布局，以科技创新为引领，优先发展2个先导产业，突破发展5个新兴产业，提质发 展3个优势产业，超前布局1批未来产业，"卡位"40个产业细分赛道，加快形成新质生产力，构建创新型 产业体系。 "十四五"期间，向新、向绿是青岛经济发展最核心的关键词。 "双碳"战略提出后，山东被赋予建设绿 ...

11月21日至23日，以"万物互联 智能领航"为主题的2025中国5G+工业互联网大会在湖北武汉举行。 作为5G赋能千行百业的典型场景，"5G+工业互联网"是推动实体经济与数字经济深度融合的关键力量。 工业和信息化部党组书记、部长李乐成在开幕式上表示，我国将实施工业互联网和人工智能融合赋 能行动，拓展"平台+智能体"服务，优化工业互联网体系架构；实施工业互联网和重点产业链"链网协 同"行动，分行业制定融合应用指南，打造"5G+工业互联网"升级版，加快5G工厂建设，加强6G与工业 融合的前瞻研究。 融合创新成果显著 "未来的重点不仅是连接，更是基于5G网络采集的海量数据与人工智能、数字孪生等技术的深度融 合。"中国工业互联网研究院首席专家陆晋军表示。 从汽车到医药，从钢铁到家电，AI智能体、人形机器人等前沿技术成果正在延伸。陆晋军谈道， 工业互联网和人工智能融合应用已经多点开花。 在医药行业，分子大模型正在成为创新的"超级大脑"；在钢铁行业，AI作为效率和质量的优化大 师，在转炉炼钢大模型方面已得到深度应用；在家电行业，"工业互联网平台+大模型"正在赋能供应链 管理模式，使整体效率、库存周转等得到显著优化。 " ...

一是推动工业互联网"向智"跃升。实施工业互联网和人工智能融合赋能行动，拓展"平台+智能体"服 务，优化工业互联网体系架构。 二是统筹新型基础设施"向优"布局。推动网络、标识、平台、数据、安全五大体系一体部署、协同建 设，加快发展新型工业网络，开展工业5G独立专网试点，构建智能化综合性数字信息基础设施。 三是加快行业融合应用"向新"拓展。实施工业互联网和重点产业链"链网协同"行动，分行业制定融合应 用指南，打造"5G+工业互联网"升级版，加快5G工厂建设，加强6G与工业融合的前瞻研究。 ● 本报记者 杨洁 四是促进产业合作生态"向实"共赢。持续推进工业互联网一体化进园区"百城千园行"活动，不断完善标 准体系，深化产融合作，促进产教融合，深化国际交流，提升工业互联网产业联接价值。 11月22日，2025中国5G+工业互联网大会在武汉开幕。中国证券报记者从会上了解到，我国超前布局 5G+工业互联网基础设施，5G基站总数达到470.5万个，工业5G专网超过2万张，具有一定影响力的工业 互联网平台340多家，工业互联网实现41个工业大类全覆盖，个性化定制、网络化协同、服务化延伸等 新模式、新场景广泛普及，促进制造业生产 ...

Core Insights - The article highlights the rapid development of smart manufacturing in the Shanghai Cooperation Organization (SCO) Demonstration Zone, showcasing various innovative projects in industrial internet and smart home sectors [1][3]. Group 1: Smart Manufacturing and Innovation - The Haier Kaos Industrial Internet Ecological Park exemplifies future manufacturing driven by an "industrial brain," enabling large-scale customization and green efficient production, providing a "Chinese solution" for industrial internet empowerment in the SCO countries [1]. - The Shaohaihui Smart Home Industrial Park demonstrates innovative applications in smart home technology, catering to high-quality living demands and showcasing the forward-looking vision of the SCO Demonstration Zone in cultivating new productive forces [3]. Group 2: International Collaboration and Technology Transfer - The Lubang Technology Cooperation Innovation Center actively connects international research resources, promoting technology transfer in fields like artificial intelligence and new materials, becoming a key support for attracting high-end international elements and building an open innovation network in the SCO Demonstration Zone [3]. - Qingdao SCO Aerospace Technology Co., Ltd. is constructing and operating China's first low-orbit IoT communication constellation, creating an integrated digital ecological network across air, land, and sea, facilitating the commercialization of China's satellite industry and aerospace technology [3]. Group 3: Economic Cooperation and Development Opportunities - The SCO Demonstration Zone serves as China's only national-level platform for local economic cooperation with SCO countries, aiming to upgrade industrial structures towards high-end, intelligent, and green development through smart manufacturing [5]. - The media event aimed to showcase the achievements and development opportunities of the SCO Demonstration Zone in promoting local economic cooperation and cultural exchanges among SCO countries, highlighting Qingdao's dynamic cooperation under the SCO framework [5].

Core Insights - The industrial internet platform is transforming traditional supply chain operations through real-time tracking and precise perception, leading to a fully visible supply chain [1][3] - The integration of IoT, big data, and AI technologies creates a digital nervous system that addresses long-standing issues of information lag and data fragmentation in supply chain management [3][5] Group 1: Supply Chain Visibility - Supply chain visibility allows companies to monitor supplier production progress, inventory levels, and quality data in real-time, significantly reducing procurement risks and fostering trust in supplier relationships [3][5] - The use of digital twin technology enables managers to view physical operations in a virtual space, providing insights into equipment utilization, energy consumption, and production quality [5] Group 2: Logistics and Delivery - Real-time tracking of goods through GPS and environmental sensors ensures that products, especially sensitive items like pharmaceuticals and perishables, are transported under optimal conditions [5] - The system can automatically adjust routes in response to traffic or weather changes, ensuring timely delivery [5] Group 3: Overall Value Proposition - Supply chain visibility enhances operational efficiency, reduces inventory costs, and improves risk management for companies, while providing consumers with reliable product quality and faster delivery services [5] - The trend towards visibility is promoting collaboration among upstream and downstream enterprises, driving overall industry upgrades [5] Group 4: Future Trends - The application of 5G and edge computing will further enhance the precision and intelligence of supply chain visibility, enabling faster data transmission and more accurate predictive analytics [6] - This shift represents not only a technological revolution but also a transformation in management philosophy, moving from reactive to proactive decision-making driven by data [6]

分红方面，东方国信A股上市后累计派现1.56亿元。近三年，累计派现0.00元。 资金流向方面，主力资金净流出8799.93万元，特大单买入4050.56万元，占比5.03%，卖出6932.51万 元，占比8.62%；大单买入1.71亿元，占比21.21%，卖出2.30亿元，占比28.57%。 机构持仓方面，截止2025年9月30日，东方国信十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1023.74万股，相比上期减少338.82万股。南方中证1000ETF（512100）位居第五大流通股 东，持股832.83万股，相比上期减少8.92万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股495.08万股，相比上期减少9400.00股。 责任编辑：小浪快报 东方国信今年以来股价涨22.66%，近5个交易日涨13.26%，近20日涨9.81%，近60日跌7.76%。 今年以来东方国信已经2次登上龙虎榜，最近一次登上龙虎榜为8月6日，当日龙虎榜净买入1.54亿元； 买入总计4.08亿元 ，占总成交额比13.50%；卖出总计2.55亿元 ，占总成交额比8.42%。 11月18日，东方国 ...

11月17日，东方国信（维权）涨12.89%，成交额14.58亿元。两融数据显示，当日东方国信获融资买入 额1.24亿元，融资偿还1.53亿元，融资净买入-2872.69万元。截至11月17日，东方国信融资融券余额合 计8.86亿元。 机构持仓方面，截止2025年9月30日，东方国信十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1023.74万股，相比上期减少338.82万股。南方中证1000ETF（512100）位居第五大流通股 东，持股832.83万股，相比上期减少8.92万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股495.08万股，相比上期减少9400.00股。 责任编辑：小浪快报 资料显示，北京东方国信科技股份有限公司位于北京市朝阳区创达三路1号院1号楼东方国信大厦，成立 日期1997年7月28日，上市日期2011年1月25日，公司主营业务涉及为客户提供企业级大数据和云计算产 品、工业互联网平台以及行业整体解决方案。主营业务收入构成为：定制软件开发及服务76.59%，系 统集成业务16.14%，云计算业务5.60%，软件产品1.68%。 截至9月30日，东方国 ...

Core Insights - The "Industrial Internet Innovation Development Project" is a key initiative in China's 15th Five-Year Plan, aiming to integrate industrialization and informatization to create internationally competitive digital industry clusters and accelerate the country's progress towards becoming a network power [1][12]. Industrial Internet Overview - The Industrial Internet serves as an intelligent carrier for massive industrial data collection, transmission, storage, computation, analysis, and application, driven by advancements in 5G, big data, and artificial intelligence [3][6]. - It consists of five main functional components: network, identification, platform, data, and security, with a focus on ubiquitous connectivity across various industrial entities [3][4]. Application and Value Creation - The Industrial Internet enables diverse and complex application scenarios, facilitating digital transformation across industries, with a collaborative development process that extends from leading enterprises to the entire supply chain [4][6]. - It reshapes business models and value creation methods, emphasizing collaborative value generation among platforms, customers, and service providers [4][6]. Impact on Production and Industry - The Industrial Internet is a cornerstone of the Fourth Industrial Revolution, transforming production modes from scale economies to range economies and enhancing the role of data as a core production factor [6][7]. - It optimizes production processes, improves supply chain intelligence, and enhances resource utilization efficiency, with significant economic spillover effects [8][9]. Technological Innovation and Ecosystem Development - The Industrial Internet accelerates technological innovation by providing vast data for AI and big data applications, fostering cross-domain collaborative research and development [9][10]. - In China, the initiative has seen the establishment of over 340 industrial internet platforms, connecting more than 100 million devices, and creating a robust infrastructure for its implementation [13][12]. Future Directions and Policy Support - The project requires strategic planning and policy guidance, with a focus on enhancing network infrastructure, advancing key technologies, and fostering a diverse industrial ecosystem [14][15][16]. - Emphasis is placed on cultivating market entities, supporting software development, and enhancing talent training to drive the growth of the "5G + Industrial Internet" sector [17][18][19].

Core Points - The article discusses the "Ten Major Projects" outlined in the Central Committee's proposal for the 15th Five-Year Plan, emphasizing significant achievements in high-quality economic and social development, technological self-reliance, and enhanced national security [2] Group 1: Industrial Innovation Project - The Industrial Innovation Project aims to enhance China's international competitive advantages by focusing on strategic emerging industries such as new energy, aerospace, and quantum technology [3] - It emphasizes the need for a new type of national system to support key technological breakthroughs in areas like integrated circuits and high-end instruments, while also promoting the integration of the real economy with the digital economy [3] Group 2: Industrial Internet Innovation Development Project - The Industrial Internet is crucial for the digital transformation of manufacturing, requiring advancements in network infrastructure, key technologies, and the development of intelligent industrial models [4] - The project aims to foster cross-industry platforms and support the integration of industrial internet with key industry chains to enhance collaborative transformation [4] Group 3: Housing Quality Improvement Project - The Housing Quality Improvement Project shifts the focus from mere housing availability to enhancing living conditions, emphasizing safety, comfort, and sustainability [6] - It aims to implement a new model of real estate development that meets the public's aspirations for a better life through meticulous management of the entire housing process [6] Group 4: Healthcare Strengthening Project - The Healthcare Strengthening Project focuses on transitioning from a disease-centered approach to a health-centered one, enhancing public health services and accessibility [7] - It aims to optimize the layout of grassroots healthcare institutions and improve service delivery through various actions, including digital empowerment [7] Group 5: Major Ecological Protection and Restoration Project - The project emphasizes green development and ecological protection, aiming to enhance biodiversity and establish a robust ecological safety barrier [8] - It focuses on integrating ecological restoration with economic development, promoting the transformation of ecological benefits into economic value [8] Group 6: National Defense Development Project - The National Defense Development Project is a key pillar of national strategy, directly impacting national security and military modernization [9] - It emphasizes technological innovation and the establishment of an intelligent military system to enhance defense capabilities [9] Group 7: Military Theory Modernization Project - The Military Theory Modernization Project aims to innovate military theories by analyzing potential adversaries and establishing a logical relationship between strategy, demand, and planning [11] - It seeks to integrate theoretical research with technological advancements to create effective military strategies [11] Group 8: Marxist Theory Research and Construction Project - The project focuses on deepening the study of Marxist theory and enhancing the construction of related academic disciplines [12] - It aims to develop high-quality educational materials and promote international academic exchanges to strengthen China's academic voice in Marxism [12] Group 9: Traditional Culture Inheritance and Development Project - The project emphasizes the protection and innovative development of traditional Chinese culture, focusing on the preservation of cultural heritage and the promotion of cultural participation [13] - It aims to create a collaborative environment for the transmission and development of traditional culture across society [13] Group 10: New Era Moral Education Project - The New Era Moral Education Project aims to cultivate a comprehensive educational system that emphasizes moral, intellectual, physical, and aesthetic development [14] - It seeks to innovate educational pathways and integrate various educational aspects to foster well-rounded individuals [14]