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特发信息上涨5.19%,报12.16元/股
Jin Rong Jie· 2025-08-27 02:12
8月27日,特发信息盘中上涨5.19%,截至09:48,报12.16元/股,成交8.27亿元,换手率7.86%,总市值 109.48亿元。 截至7月18日,特发信息股东户数5.29万,人均流通股1.68万股。 2025年1月-3月,特发信息实现营业收入7.9亿元,同比减少26.16%;归属净利润-1505.64万元,同比减 少206.19%。 资料显示,深圳市特发信息股份有限公司位于深圳市南山区高新区中区科丰路2号特发信息港大厦B栋 18楼,公司主要从事光通信领域的业务,包括线缆制造、光电制造、科技融合和智慧服务。公司拥有超 过千万芯公里的纤缆产能和超过5000万台套的智能终端产能,是中国光纤光缆行业十强企业之一。 ...
人工智能,迎重磅利好;我国公募基金总规模续创新高……盘前重要消息还有这些
证券时报· 2025-08-26 23:59
2.8月26日,外交部发言人郭嘉昆主持例行记者会。有记者提问,特朗普周一表示,他预计将在今年或不久之后访问中国。郭嘉昆表示,中方一贯按照相互 尊重、和平共处、合作共赢的原则,处理和推进中美关系,同时坚定维护自身的主权、安全和发展利益。我们希望美方相向而行,推动中美关系稳定、健 康、可持续发展。元首外交对中美关系发挥着不可替代的战略引领作用。中美两国元首保持着密切的交往和沟通。 3.根据国家发展改革委消息,新一轮成品油调价窗口将于8月26日24时开启。本次油价调整具体情况如下:从8月26日24时起,汽、柴油下调幅度分别为 180元/吨及175元/吨。全国平均来看:92号汽油每升下调0.14元,95号汽油每升下调0.15元,0号柴油每升下调0.15元。据计算,用92号汽油加满50升油箱 将节省7元。(央视财经) 4.国家发展改革委党组成员、国家能源局局长王宏志8月26日在国新办举行的"高质量完成'十四五'规划"系列主题新闻发布会上介绍,"十四五"期间,我国建 成全球最大的电动汽车充电网络,每5辆车就有2个充电桩;构建起全球最大、发展最快的可再生能源体系,可再生能源发电装机占比由40%提升至60%左 右。 5.国新 ...
智微智能股价震荡下行 盘中振幅超14%
Jin Rong Jie· 2025-08-26 20:03
截至2025年8月26日收盘,智微智能股价报69.10元,较前一交易日下跌1.67%。当日股价波动剧烈,最 高触及77.30元,最低下探67.31元,振幅达14.22%,成交金额23.10亿元。 风险提示:股市有风险,投资需谨慎。 8月26日盘中,智微智能股价出现快速波动。上午9点36分,股价在5分钟内快速回调超2%;随后在10点 25分又出现快速反弹,5分钟内涨幅超过2%。 资金流向数据显示,8月26日智微智能主力资金净流出2.22亿元,占流通市值的2.7%。近五个交易日累 计净流出6833.17万元,占流通市值的0.83%。 智微智能主营业务为物联网设备及解决方案的研发、生产和销售,产品涵盖智能终端、边缘计算设备 等。公司所属行业为计算机设备制造业,注册地位于广东省。 ...
事关人工智能 重要文件印发
在"人工智能+"消费提质方面,《意见》提出,推动智能终端"万物智联",培育智能产品生态,大力发 展智能网联汽车、人工智能手机和电脑、智能机器人、智能家居、智能穿戴等新一代智能终端,打造一 体化全场景覆盖的智能交互环境。 "8大支撑"则是"人工智能+"落地的"压舱石"。《意见》提出强化8项基础支撑能力,包括提升模型基础 能力、加强数据供给创新、强化智能算力统筹、优化应用发展环境、促进开源生态繁荣、加强人才队伍 建设、强化政策法规保障、提升安全能力水平等。 上海人工智能实验室主任、首席科学家周伯文认为,我国应用场景丰富,先进制造、交通运输、医疗健 康、批发零售等行业有较好的数字化基础,能够有力支持"人工智能+"行动顺利实施和人工智能技术可 持续发展。 西南财经大学经济学院教授、政治经济学研究所所长吴垠认为,当前,我国人工智能正处在"从实验室 走向大规模产业应用的关键窗口期"。《意见》的出台,恰是在这个窗口期里"搭架子、铺路子、定调 子"。国家发展改革委要加强统筹协调,各地区各部门要结合实际、因地制宜抓好贯彻落实,确保落地 见效;示范引领与宣传引导的结合,能凝聚"全社会共推"的合力。当政策的"指挥棒"把技术、产业、 ...
“人工智能+”意见主要内容是什么?有何特点?国家发改委答记者问
Di Yi Cai Jing· 2025-08-26 10:57
答:从技术发展看,有助于顺应和把握人工智能技术演进规律。实施"人工智能+"行动,以新的科研成果支撑场景应用落地,以新的应用需求 牵引技术创新突破,促进人工智能技术创新与应用发展双向赋能,有助于以人工智能应用发展的确定性,应对技术和外部环境急剧变化的不确 定性,加快形成更富生命力的中国特色人工智能发展路径。同时,主动构建与人工智能技术演进趋势相适应的法律法规、政策制度、伦理规则 等,有助于促进人工智能朝着有益、安全、公平方向健康有序发展。 问:《意见》出台的背景是什么? 答:党中央、国务院高度重视人工智能发展,近年来完善顶层设计、加强工作部署,推动我国人工智能综合实力整体性、系统性跃升。当前, 人工智能技术加速迭代演进,正从试验探索迈向价值创造阶段,引发经济社会各领域各行业深刻变革。一方面,经过市场初步检验,人工智能 已具备解决一些现实场景中复杂问题的能力,对产业降本增效、提升全要素生产率等作用愈发凸显,社会各界应用需求空前强劲,处于应用落 地的关键窗口期。另一方面,智能化新产品新场景竞相涌现,智能网联汽车、智能穿戴、智能家居等新一代智能终端不断推陈出新,智能机器 人进工厂、进家庭渐成趋势,各类智能体已在生产生 ...
广西产业发展向新向优趋势明显
Guang Xi Ri Bao· 2025-08-24 02:13
高技术制造业增长显著。1—7月,规上高技术制造业增加值同比增长28.6%,装备制造业增加值同 比增长21.7%,增速分别高于全国平均水平19.1个和11.8个百分点。多项重点产品产量大幅提升,其中 显示器产量同比增长25%,光电子器件产量同比增长97.3%,电子元件产量同比增长59.9%。 8月22日,记者从自治区工业和信息化厅获悉,今年1—7月,广西工业经济运行稳中向好、稳中提 质,产业创新力度持续加大,以装备制造、人工智能等为代表的新质生产力发展态势较好,产业向新向 优的趋势明显。其中,工业领域人工智能核心产业产值超456亿元。 1—7月,广西工业经济延续稳中向好态势。全区规上工业增加值同比增长7.8%,比上半年提高0.1 个百分点,高于去年同期0.5个百分点,增速在全国排第10位;企业利润快速增长,1—6月,全区规上 工业企业实现利润总额同比增长21.9%,排全国第3位。 "新三样"产业持续成长壮大。1—7月,汽车用锂离子动力电池产量同比增长82.7%,新能源汽车同 比增长34.1%,太阳能电池同比增长23.3%。 "人工智能+制造"融合进程加快,发展活力不断增强。随着"人工智能+制造"行动深入实施,7 ...
兆驰股份:上半年净利润6.61亿元 同比下降27.37%
Core Viewpoint - Zhaochi Co., Ltd. reported a decline in both revenue and net profit for the first half of 2025, primarily due to the impact of international trade tariff policy changes on its smart terminal business [1] Financial Performance - The company achieved an operating revenue of 8.483 billion yuan, representing a year-on-year decrease of 10.89% [1] - The net profit attributable to shareholders was 661 million yuan, down 27.37% year-on-year [1] - Basic earnings per share were reported at 0.15 yuan [1] Business Segment Analysis - The smart terminal business was the main contributor to the company's revenue and net profit [1] - The business faced challenges due to reduced shipment volumes influenced by changes in international trade policies [1]
6天5涨停紧急回应!多只牛股最新发声 英维克再次提示风险
Zheng Quan Shi Bao· 2025-08-19 00:01
Group 1 - The company clarified that recent rumors regarding its entry into the supply chains of Nvidia, Meta, Google, Huawei, and Cambricon are false, stating that no contracts have been signed with these companies [2][5][6] - Since August 11, the company's stock has experienced significant volatility, with five out of six trading days hitting the daily limit, resulting in an approximate 70% increase in stock price, reaching a multi-year high [2][6] - The company operates in two main business segments: energy and set-top boxes, with key products including 18650 lithium batteries, various polymer soft-pack batteries, digital TV set-top boxes, smart terminals, and comprehensive digital TV solutions [4] Group 2 - The company's half-year report indicated substantial growth in revenue and profit for the first half of 2025, driven by the ongoing production and sales of high-power power supply products [6] - Other companies, such as Yingweike and Huasheng Tiancai, have also issued announcements to clarify market rumors, with Yingweike's stock rising over 110% since the end of July [7][12] - Huasheng Tiancai's stock has seen a cumulative increase of 106.8% since July 18, 2025, although the company noted that its stock price has diverged significantly from its fundamental performance [14]
我国人工智能专利数占全球总量60% 数据企业数量超40万家
Ren Min Ri Bao· 2025-08-15 00:24
Core Insights - China's artificial intelligence capabilities have significantly improved, with AI patents accounting for 60% of the global total [1] - The digital infrastructure has seen substantial development, with 5G base stations reaching 4.55 million and gigabit broadband users totaling 226 million by mid-2023 [1] - The data industry is rapidly growing, with projections indicating over 400,000 data companies and a market size of 5.86 trillion yuan by 2024, reflecting a 117% increase from the end of the 13th Five-Year Plan [1] Industry Developments - Breakthroughs in key core technologies in the digital field have been achieved, particularly in humanoid robots and smart terminals [1] - The integrated circuit sector is accelerating its layout, establishing a complete industrial chain covering design, manufacturing, packaging, testing, materials, and equipment [1] - The industry ecosystem is evolving, characterized by deep data mining, integrated applications, algorithmic computing power, and high data integration [1] Future Projections - Average R&D investment for listed data companies is expected to increase by 79% compared to the end of the 13th Five-Year Plan by 2024 [1] - The data industry is anticipated to maintain a high growth rate in the coming years, driven by innovation and increased activity within the industrial chain [1]
高质量完成“十四五”规划|“十四五”以来数字中国建设取得显著成就
Xin Hua She· 2025-08-14 05:01
Group 1 - The core viewpoint is that during the "14th Five-Year Plan" period, China has made significant progress in digital infrastructure and technology, leading to a strong economic and social development [1][2] - By June 2025, the total number of 5G base stations is expected to reach 4.55 million, and the number of gigabit broadband users is projected to be 226 million [1] - China's computing power ranks second globally, showcasing the country's advancements in digital infrastructure [1] Group 2 - The data industry in China has experienced rapid growth, with the number of data enterprises expected to exceed 400,000 and the industry scale reaching 5.86 trillion yuan by 2024, a 117% increase compared to the end of the "13th Five-Year Plan" [2] - Software revenue is anticipated to grow by 80% compared to 2020, while the added value of the electronic information manufacturing industry is expected to increase by over 70% [2] - The government has implemented a series of policies to promote the market-oriented allocation of data elements, transforming vast data advantages into new national competitive advantages [2]