登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600936 证券简称：广西广电 公告编号：2025-052 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 广西广播电视信息网络股份有限公司（以下简称"公司"或"广西广电"）于2025年9月24日（星期三） 10:30-11:30通过上海证券交易所上证路演中心（http://roadshow.sseinfo.com/）以网络文字互动方式召开 了2025年半年度业绩说明会。现将本次业绩说明会有关事项公告如下： 一、本次说明会召开情况 公司于2025年9月17日在上海证券交易所网站（www.sse.com.cn）披露了《广西广电关于召开2025年半 年度业绩说明会的公告》（公告编号：2025-051）。 2025年9月24日，公司董事长谢向阳先生、副董事长兼总经理陈远程先生、董事周杰先生、独立董事李 春友先生、财务总监李一玲女士、董事会秘书张超先生、广西交科集团有限公司（以下简称"交科集 团"）副总经理熊剑平先生、交科集团总会计师唐健先生与投资者进行了交流和沟通，在信息 ...

Group 1 - The 2025 China International Service Trade Fair (CIFTIS) will be held from September 10 to 14 at Shougang Park, featuring the ICT exhibition as a key technology segment showcasing "Digital Intelligence Links the World" [1] - The ICT exhibition will cover approximately 10,000 square meters, attracting over 100 offline exhibitors and nearly 300 online exhibitors, focusing on digital service trade and high-tech industries [1][2] - The exhibition will include two major themed exhibitions, five digital empowerment service trade forums, and numerous international trade matching activities, emphasizing China's commitment to expanding openness in digital service trade [1][3] Group 2 - The telecommunications exhibition will highlight the theme "5G Smart Connection Global · Beijing Colorful Service," showcasing advancements in 5G technology and applications such as low-altitude economy, autonomous driving, and smart cities [2] - Key players like China Unicom, China Mobile, and China Telecom will present their latest achievements in 5G-A and F5G-A technologies, aiming to enhance user experience through interactive displays [2][4] - The Beijing plan exhibition will feature 11 digital products, including a computing power facility solution and a cloud platform for municipal services, addressing practical needs in governance, healthcare, and transportation [3]

Macro Economic Outlook - The report predicts a 5.1% growth in real GDP for 2025, with quarterly growth rates of 5.4%, 5.4%, 4.9%, and 4.7% respectively [4][5] - Retail sales of consumer goods are expected to grow by 5.0%, supported by policies encouraging the replacement of durable goods [4] - Fixed asset investment is projected to increase by 3.7%, while export growth is anticipated to be around 1.5% for the year [4][5] - CPI is expected to remain low with a year-on-year increase of approximately 0%, while PPI is forecasted to be -2.3% [5] Pharmaceutical Industry - The pharmaceutical sector is expected to see a recovery in innovative drugs, with a focus on medical devices and services [10][12] - The report highlights a favorable environment for innovative drugs due to supportive policies and an expected increase in investment activity [11][12] - Medical device procurement data shows signs of recovery, indicating a release of pent-up demand [12] - The medical services sector is anticipated to experience growth due to nationwide payment reforms and signs of recovery in the ophthalmology field [12] - The report emphasizes the potential for a rebound in pharmaceutical consumption driven by domestic consumption stimulus policies [12][13] Integrated Circuit Industry (Ziguang Guowei) - Ziguang Guowei is positioned as a leading player in the integrated circuit industry, focusing on special integrated circuits and smart security chips [16][19] - The company is expected to benefit from a recovery in the special integrated circuit sector, which is projected to see significant growth in the coming years [16][19] - The automotive electronics segment is highlighted as a key growth area, with the MCU market expected to grow significantly [17][19] - The company plans to initiate a share buyback program to enhance employee motivation and support sustainable development [18][19] Real Estate Industry - The real estate sector shows signs of month-on-month improvement in sales, with May 2025 seeing a 10.34% increase in sales area compared to April [22][25] - Despite a negative year-on-year growth of 2.90% in sales area for the first five months, the report indicates a potential stabilization in the housing market due to policy support [22][25] - Real estate development investment is projected to decline by 10.70% year-on-year, but monthly investment showed an 8.68% increase in May [23][25] - The report suggests that leading real estate companies with strong operational capabilities are likely to gain market share [25]

Group 1 - The core theme of the article is the shift from 5G infrastructure to AI computing power as the new battleground for investment and development in China [1][3][6] - The three major telecom operators in China are significantly increasing their capital expenditures on AI computing power, with China Mobile planning to invest 37.3 billion yuan by 2025, which will account for 25% of its total capital expenditure [4][6] - China Telecom's AI computing investment is expected to increase by 22% year-on-year to 22 billion yuan, while China Unicom anticipates a 28% growth, exceeding 18 billion yuan in 2025 [4][6] Group 2 - The emergence of generative AI models like ChatGPT and the anticipated launch of OpenAI's multimodal model Sora in 2024 are driving the demand for AI computing infrastructure [6][7] - North American cloud service providers are leading the investment in AI infrastructure, with a combined capital expenditure of $140.35 billion in 2023, a 30% increase year-on-year, and projected to reach $228.5 billion in 2024, a 55% increase [6][7] - Chinese internet companies and telecom operators are following suit, with a combined capital expenditure of approximately 50 billion yuan in 2023, which is only one-fifth of North America's scale [6][7] Group 3 - The competition for AI computing power is fundamentally about seizing the high ground of AI infrastructure, which is essential for the training and operation of AI models [7] - The AI computing industry chain is experiencing high demand, with investment opportunities across various segments including optical communication, AI chips, and edge computing [7] - Investment vehicles such as the Huaxia AI ETF and the 5G Communication ETF are highlighted as effective tools for investors to gain exposure to the AI and 5G sectors, with the former focusing on AI hardware and software companies and the latter on 5G industry leaders [7][8]