爱上海419论坛|上海夜生活论坛|上海后花园论坛|上海品茶网论坛

At the beginning of July, the self-driving tour season of the eastern route in northern Xinjiang started. The picture shows the starting group taking pictures in Jiangbulak Scenic Area. Photo by Han Rong

In midsummer, Sailimu Lake in Xinjiang is picturesque. Tourists enjoy the pleasant scenery by the lake. Economic Daily reporter Ma Chengzhong photo

　　On July 19th, at the 7th Dao Lang Food Folk Culture Tourism Festival in awat, the local souvenirs were featured with distinctive features and were well received. Economic Daily reporter Ma Chengzhong photo

　　The "Tianshan Cultural Tourism Season" in Tekes County, Xinjiang recently kicked off. The picture shows tourists visiting the folk-custom pedestrian street in the county. Economic Daily reporter Qiao Wenhui photo

　　Homogenization of tourism resources; Seasonal imbalance, obvious in light peak season; The journey time is long and the play time is short. Xinjiang tourism has faced three difficult problems. Nowadays, tourism in Xinjiang continues to be hot. In 2018, the number of tourists exceeded 150 million, an increase of more than 40%, and various indicators showed a "blowout" trend. Why does Xinjiang tourism "butterfly change" rapidly? How is the new kinetic energy cultivated? The reporter made an interview and investigation on Xinjiang.

　　The grassland is vast, the snow peaks are magnificent, the rivers are rushing, the sea of flowers is endless, the desert is vast, and the Gobi is boundless … … Colorful Xinjiang is desirable. In midsummer, walking north and south of Tianshan Mountain is like being in Traveling in a pictorial world.

　　Since last year, Xinjiang’s tourism has continued to be hot, and various indicators have shown a "blowout" trend. In 2018, the number of tourists exceeded 150 million, an increase of more than 40%, accelerating the transition from a large tourism resource area to a strong tourism economy area. Sakel, chairman of the autonomous region, said that the strategy of rejuvenating Xinjiang through tourism should be fully implemented to create a growth pole for economic development, and the number of domestic and foreign tourists and the total tourism revenue should be increased by more than 40% this year.

　　Why does Xinjiang tourism "butterfly change" rapidly? How is the new kinetic energy cultivated? The reporter learned in the interview and investigation that the key lies in Xinjiang’s continuous efforts to solve three problems, namely, the homogenization of tourism resources; Seasonal imbalance, obvious in light peak season; The journey time is long and the play time is short. By answering these three questions well, the tourism industry strives to move towards the growth pole of regional economic development.

　　How to break the homogeneous competition

　　Xinjiang is rich in tourism resources, but there are also some shortcomings with similar scenic spots and obvious homogenization. In this regard, all parts of the region are actively exploring, among which cracking homogenization with tourism branding has become an effective measure. Some experts said that by creating distinctive tourism brands and realizing differentiation and specialization, disorderly competition can be effectively avoided and a rich "tourism feast" can be cooked together.

　　This spring, many places in Xinjiang launched a "flower economy", and various "apricot blossom festivals" were held one after another. In order to highlight the characteristics, Tianshan Township, Yizhou District, Hami City mainly promotes photography, folk customs and performances, and creates a tour route of "Xing Fu Ji+Ancient Customs online celebrity Long Street+Xing Yuan", so that tourists can experience the ancient customs and charm in an immersive way. By taking the road of differentiation, obvious results have been achieved.

　　"In the thin shadow of apricot blossoms, flute until dawn." Some tourists walk around Xinglin in Hanfu and recite ancient poems. "I have experienced a different kind of travel than before." Ma Shunxiang, a resident of Shanshan County who came here with his family to enjoy apricot blossoms, watch performances and taste delicious food, said: "There are apricot blossom festivals in many places around, and the style here is obviously different, which is fun and durable."

　　Like Yizhou District, Yingjisha County has taken a different approach. The county has 150,000 mu of almond trees competing to bloom. While focusing on apricot blossom tour, it also introduces traditional earthenware making experience to improve the "viscosity" of tourism projects. After enjoying the apricot blossom, some tourists went to the nearby "traditional earthenware making village" to make a souvenir for themselves under the guidance of earthenware artists.

　　It is a common practice to explore new selling points in traditional projects to promote tourism branding in Xinjiang. The "Fantastic Night of the Museum" held in Turpan is held every Saturday night in July and August. Visitors can listen to lectures, enjoy music and set up tents in the Giant Rhinoceros Fossil Hall for the night. Deng Yonghong, deputy director of Turpan Museum, said, "This activity aims to make cultural relics ‘ Live ’ Get up, let history speak, and let tourists understand history and culture in a unique experience. "

　　Due to the special geographical location and climatic conditions, rainbows appear frequently in summer in Zhaosu County, sometimes many times a day, and even there are double rainbows and three rainbows. The local meteorological department set up a team to provide rainbow forecast. Watching rainbows and starry sky has become a new tourist attraction besides traditional tourism projects such as flower watching and horse racing. He Jiaolong, deputy county magistrate, said that Zhaosu is building a new business card of "Rainbow Capital of China" and making great efforts to cultivate a "romantic economy".

　　The reporter learned from the Department of Culture and Tourism of Xinjiang Uygur Autonomous Region that from June to October this year, 390 cultural tourism activities will be carried out in the whole region. It is not difficult to find out that although there are many festival activities, all localities are trying to dig out "unique font" or "special font". Such as "ten thousand acres of Achnatherum splendens" maze fun adventure, rural open-air art festival, night tour cantaloupe garden and other activities are unique and attractive.

　　In addition, compared with previous years, the proportion of activities such as "tourism+culture", "tourism+events" and "tourism+popular science" is higher, such as sports tourism camping conference, sculpture exhibition at the foot of Tianshan Mountain, musical instrument culture tourism festival and so on. These activities extend and enrich the connotation of tourism, and will further promote the branding of Xinjiang tourism.

　　How to promote "Four Seasons Tourism"

　　In the past, the seasonality of tourism in Xinjiang was obvious. Most tourists concentrated in July to September, and the highest proportion of tourists received in these three months accounted for more than 90% of the whole year. Mo Wenling, a tour guide, told the reporter: "It turned out that in summer, I was busy in winter, and I worked for three or four months a year. Many tour guides faced unemployment as soon as autumn passed." How to Sing Tourism "Four Seasons Songs"? In the interview, the reporter learned that all parts of Xinjiang have made moves, mainly to lengthen the short board and do winter tourism articles.

　　Last year, the scenic spots in Xinjiang were "closed" in winter, and more than 300 tourism activities were held in various cities and prefectures to cultivate the ice and snow economy. Fuhai County plans tourism projects based on Lake Ulungu, and strives to "delay" the peak season and "shorten" the off-season. Through planning and construction, tourists can enjoy the lake, watch birds and see Yadan landform along the highway around the lake for more than 20 kilometers in spring and autumn. In summer, you can go to the Gold Coast Scenic Area to escape the heat and enjoy sand therapy. In winter, visitors can skate, catch in winter and experience car drift.

　　"Now, winter fishing has become a special tourism project in Fuhai, which has stimulated the development of winter tourism." Na Yan, director of Fuhai County Culture, Sports, Radio, Film and Tourism Bureau, said that during the winter and spring tourism season from November last year to March this year, the county received a total of 249,000 tourists, a year-on-year increase of 67%; The total tourism revenue was 2.1 billion yuan, up by 123%.

　　In the process of developing winter tourism, some traditional summer hot spots in Xinjiang focus on promoting supply-side structural reform and plan winter tourism projects one after another. Tianshan Tianchi Scenic Area has held ice and snow scenes year after year. At the end of last year, it joined hands with travel agencies to launch 7 theme activities and 14 online and offline activities to create "our Tianshan Mountain, our ice and snow journey"; At the beginning of the year, Kanas Scenic Area held a Snow Festival to tap the potential of winter tourism.

　　As the "birthplace of human skiing", Altay region insists on implanting folk culture into winter tourism, constantly enriching the connotation of winter tourism, promoting ancient fur skiing experience projects, organizing snow wrestling, snow horse racing and other events, so that tourists can experience rich folk culture while enjoying the snow. "By making tradition and modernity interact, folk customs and fashion blend, the momentum of winter tourism is released." Wang Junan, Deputy Commissioner of Altay Regional Administrative Office, said.

　　Integrating leisure vacation into tourism projects is also an important measure to develop winter tourism in Xinjiang. Winter tourism is seasonal, so it is particularly important to enrich the connotation of tourism products. In recent years, some prefectures and cities have vigorously developed leisure and holiday products such as winter hot spring health care and forest skiing. fukang city Wujiang Hot Spring City and Shawan County Hot Spring Tourism Resort have become more and more famous, which has enhanced the comprehensive benefits of local winter tourism.

　　Ice and snow are also Jinshan Yinshan. The development of winter tourism in Xinjiang is of great significance for implementing the new development concept, singing the "four seasons songs" of tourism in the whole region, deepening the implementation of poverty alleviation and promoting the income of farmers and herdsmen. According to statistics, from November last year to January this year, the whole region received more than 11 million domestic and foreign tourists, up more than 50% year-on-year.

　　The data shows that the potential of winter tourism in Xinjiang is being released, and a solid foundation has been laid for transforming "cold resources" into "hot economy". If we continue to exert our efforts and persist in vigorously developing winter tourism, the future will echo the traditional winter tourism hotspots such as Northeast China, and stretching the "other wing" of domestic winter tourism will form a domestic winter tourism industry pattern of "two wings Qi Fei".

　　How to solve the problem of "a brigade commander traveling short"

　　Xinjiang has a vast territory, and the Tianshan Mountains run through the middle, which leads to scattered scenic spots, long travel time for tourists and high tourism costs. How to solve the problem of "a brigade commander travels short"? The comprehensive policies of various cities and relevant departments in Xinjiang, starting with improving traffic conditions, make "the inner ring of Xinjiang, get in and out of Xinjiang quickly".

　　On the highway side, weave a "fast forward and slow travel" tourist transportation network. According to the plan, Xinjiang will build a road transport service network with Urumqi as the center, the New Eurasian Continental Bridge as the main axis, the Tarim Basin and Junggar Basin as the two wings, and the east is connected to the west, and the north and south are smooth, so as to realize regional coordination and convenient connection between the north and the south of Tianshan Mountain.

　　With the continuous extension and improvement of the railway, China Railway Urumqi Bureau Group Co., Ltd. has carefully cultivated the tourism brand of "Traveling in Xinjiang by Train". The bureau has designed 49 boutique tourist routes, adopting the mode of "overnight trains and day trips to scenic spots", and plans to open 100 special tourist trains this year.

　　The routes in Xinjiang are also densely woven into a network and gradually "ring up". In the past, Xinjiang’s route network was centered on Urumqi and basically radial. Nowadays, there are more choices for travel. Korla Airport is the aviation sub-hub airport in Xinjiang. Wang Wei, deputy general manager, told the reporter that the originating route of Korla has achieved full coverage in the regional regional feeder airports, and now it can fly directly to Aksu, Kuqa, Kanas and other places. On June 25th, the passenger throughput of the airport exceeded 1 million passengers, reaching this figure 45 days earlier than last year.

　　Based on solving the problem of "short travel", in addition to improving traffic conditions, various parts of Xinjiang have also strengthened mutual cooperation, set up a number of cross-regional tourism alliances, carried out mutual recommendation, resource interaction and market sharing among tourists, and strived to make "passers-by" become tourists and new tourists become overnight visitors to jointly cultivate the tourism market.

　　On June 24th, Urumqi City, Changji Hui Autonomous Prefecture, Turpan City, Shihezi City and Karamay City signed the Consensus on the Coordinated Development of Cultural Tourism Integration, proposing to integrate the superior resources of cultural tourism in the five cities, strengthen regional linkage, jointly plan the marketing plan of cultural tourism products, and create characteristic cultural tourism brands and boutique routes. On the same day, the activity of "100-day Tour to Tianshan Mountain and One Certificate to Benefit Five Places" was also launched. Residents of five places can enjoy 50% discount or free tickets in 100 scenic spots and cultural places with their ID cards within 100 days.

　　In this regard, Zhu Xinrong, director of Urumqi Culture and Tourism Bureau, said that the coordinated development of cultural tourism in the five places will promote the comprehensive integration of scenic spots in central Xinjiang led by Urumqi, and the cultural tourism resources in the five places will show greater attraction. "Starting from Urumqi, the original short-distance routes mainly include a one-day tour of Turpan and a one-day tour of Tianshan Tianchi. This time, it can be designed through integration and development ‘ Travel around ’ Will attract more tourists. " The person in charge of the domestic branch of CYTS Xinjiang International Travel Service Co., Ltd. said.

　　Guli Abu Limu, deputy director of the Xinjiang Department of Culture and Tourism, said that it has entered the tourist season, and the market is hot and orderly. Cities and prefectures all over the region have joined forces to sing the tourism brand "Xinjiang is a good place", breaking through administrative divisions and building regional tourism alliances, enriching the original single tourism products and further promoting the development of tourism in Xinjiang. Some people in the industry believe that the tourism cooperation alliance will help to build and cultivate regional brands, promote the formation of differentiated tourism brands, improve the "viscosity" of tourist areas, effectively solve the problem of "traveling long and short" and enhance the comprehensive benefits of tourism. (Economic Daily China Economic Net reporter Qiao Wenhui)

　　A few days after the ransomware "Want to Cry" raged around the world, the tracing behind the scenes finally got a little clue: Kaspersky Lab in Russia and Symantec in the United States said on the 15th that this ransomware may be related to a hacker organization called lazarus. In this cyber attack, they made malicious ransomware by using the hacking tool "Eternal Blue" leaked from the National Security Agency (NSA) network arsenal.

　　Reuters once reported that 90% of the expenditure on network projects in the United States was used to develop hacker attack weapons, which could invade the "enemy’s" computer network, monitor people, and paralyze or block infrastructure. Cyber security experts accuse the United States of investing heavily in developing hacking tools instead of self-defense mechanisms, making the global network environment "more insecure".

　　Compiled by Wen Junhua, all-media reporter of Guangzhou Daily

　　"The ransomware is not developed by the US National Security Bureau, but by criminal gangs, which may be criminals or foreign governments." Bossert, Assistant to the US President for Homeland Security and Counter-Terrorism, said in response to the "Want to Cry" ransomware incident on 15th, but he evaded the question whether the hacking tools leaked by US intelligence agencies would lead to more cyber attacks in the future.

　　In fact, the leak of the NSA network arsenal that caused the ransomware rampage was disclosed as early as last August. At that time, a hacker organization named "Shadow Intermediary" claimed to have broken into the "Formula Organization" hacker organization under the NSA and stolen its network arsenal. The "shadow middleman" leaked some of the hacking tools and data through social platforms, and publicly auctioned the complete data package at a high price of 1 million bitcoins (worth about 568 million US dollars), but the hawking did not attract response and widespread attention, and eventually it was auctioned.

　　Since then, the "shadow middleman" has tried several times to sell the NSA network arsenal without success. Its latest exposure of NSA network weapons was released in mid-April this year. The organization said that NSA had invaded the international banking system to monitor the capital flow between some banks in the Middle East and Latin America. The hacking tool "Eternal Blue" of NSA network arsenal is believed to have been leaked by "shadow middleman".

　　Although the profit-making purpose of the "shadow middleman" has not been realized, the statement that the hacking tools it stole originated from NSA is considered to be highly reliable. Last year, when the "shadow middleman" released some hacking tools and data, Snowden, the exposer of the "Prism Gate" incident, provided an NSA "malware implantation operation manual" to prove that the cyber weapons peddled by the "shadow middleman" carried NSA’s virtual fingerprints. For example, NSA’s "Malware Implantation Operation Manual" instructs operators to use a special 16-bit string "ace02468bdf13579" when using a malware program SECONDDATE. Among the dozens of hacking tools leaked by "Shadow Broker", the tool SECONDDATE is one of them, and its related code contains a large number of this string.

　　When it comes to the NSA network arsenal, you can’t avoid the "equation organization". This hacking organization is considered to be a "unwilling to admit" department of NSA, similar to the "fantasy bear" hacking organization in Russia. Before being caught by Kaspersky Lab in 2015, Equation Organization was secretly active for 15 years. According to media reports, because the time and money spent on malware development, mobile technology breakthrough and target blockade are all funded by the state, the project resources are almost unlimited, and Equation Organization has become the "best" hacker organization in the world.

　　Iran, Russia, Pakistan, Afghanistan, India, Syria, and Mali are among the top 500 infections in 42 countries made by Formula Organization previously announced by Kaspersky Lab. Due to the built-in self-destruction mechanism of malware, the attack of Equation Organization is difficult to be tracked. Therefore, the hacker tools leaked from this arsenal and some previously exposed attack methods can only represent the tip of the iceberg of the NSA network arsenal.

　　Some NSA cyber weapons

　　The "Equation Organization" under NSA was discovered and named by Kaspersky Lab. The name comes from their preference for using powerful encryption methods in cyber attacks. In the previous network attacks, they used various attack methods, such as worms, hard disk viruses, spyware, and network-based attacks.

　　Fanny worm virus

　　Fanny worm is the most powerful worm, which can invade the network isolated by the gateway. Fanny worm virus uses a unique USB-based control mechanism, which is mainly realized by USB disk infection.

　　There is a hidden storage area in the U disk to collect basic system information from the isolated network. When the U disk infected with worms is inserted, the collected information can be immediately sent to the attacker in the networked state. If attackers want to run instructions on the network environment isolated by the gateway, they can store the instructions in the hidden space of the U disk through a worm. When the U disk is inserted into the target computer, the worm will automatically recognize and run the instructions.

　　"Shenzhen" virus

　　It is reported that "Shenzhen" is the first destructive virus specially written for industrial control system, which contains the vulnerability intrusion technology of Fanny worm virus, and can attack Windows system and Siemens SIMATIC WinCC system by using seven vulnerabilities. It is said that it was jointly developed by the United States and the Israeli government.

　　The structure of "Shenzhen" virus is extremely complicated and its concealment is super strong. After the computer operator inserts the infected U disk into the USB interface, this virus will gain control of the industrial computer system without any operation.

　　During the attack on Iran’s nuclear facilities, the virus suddenly changed the engine speed in the centrifuge. This sudden change was enough to destroy the centrifuge’s operation ability and could not be repaired. After the centrifuge was out of control, the virus still sent a report of "working normally" to the control room, so that the centrifuge was destroyed without anyone knowing. spyware

　　Regin spyware is an advanced stealth malware discovered by Symantec in 2014, which can avoid the detection of conventional anti-virus software. The malware has been accused of being used to monitor the government, companies and individuals since 2008 and is considered to be associated with the NSA.

　　Symantec pointed out that Regin spy tool uses a number of stealth technologies, which requires a lot of time and resources, indirectly indicating that it is a product developed by a "country". Regin malware allows hackers to launch a series of remote Trojan attacks, including stealing users’ passwords and data, intercepting users’ mouse clicks, capturing screenshots from infected computers, monitoring network traffic, and analyzing emails from Exchange databases. Hard disk virus

　　A report by Kaspersky Lab has revealed that NSA may have implanted a virus in the hard disk firmware to rewrite the hard disk firmware of the infected computer.

　　According to the report, because the virus is written into firmware, it can be activated after the hard disk is powered on. This malicious firmware creates a secret information repository, which can effectively prevent military-level disk erasure and reformatting, so that sensitive data stolen from victims can still be used even after reformatting the driver and reinstalling the operating system.

　　PHP intrusion code

　　Equation organization has been found to use malicious PHP intrusion code to attack loopholes in Oracle’s Java software framework or IE browser, ranging from scientific and technological product evaluation to various websites of Islamic Jihad forum. This invasion is as precise as surgery, which can ensure that only one specific target is infected. In an invasion case, the PHP script of Equation Organization also paid special attention to avoid infecting the IP addresses of Jordan, Turkey and Egypt.

[car home Jinhua Preferential Promotion Channel] Good news! A remarkable preferential activity is being carried out in Jinhua area. This high-profile SUV model is now enjoying a cash discount of up to 0.1 million yuan, which brings tangible car purchase benefits to car buyers. The starting price has been adjusted to 174,800 yuan, which is an opportunity not to be missed for consumers seeking cost performance and practicality. If you are interested in Jetway X95, be sure to click the "Check Car Price" button in the quotation form below, so as to get the most accurate preferential information and get a higher car purchase discount.

Jietu X95 shows its unique appearance charm with its majestic momentum and exquisite design. Its front face design adopts family-style language, showing the integration of strength and technology, and the air intake grille adopts a large area of chrome-plated elements, which not only enhances the visual impact but also adds a sense of luxury. The overall style is stable and the lines are smooth, giving people a kind of gas field that is not angry and arrogant, showing the aesthetic style that a high-end SUV should have.

Jietu X95 outlines elegant side contours with exquisite body proportions, with the length, width and height of 4858mm x 1925mm x 1780mm respectively and the wheelbase of 2850mm, showing spacious interior space. The lines on the side of the car are smooth and full of strength, which shows the balance between movement and stability. The front and rear wheel tracks are 1610mm and 1615mm respectively, which ensures the stability of driving. Tyre size is unified as 235/55 R19, with dynamic rim design, which not only enhances the visual impact, but also fully considers the handling performance and driving comfort.

The interior design of Jietu X95 takes luxury and comfort as its concept, creating a warm driving environment. The leather steering wheel is adopted, which not only feels delicate, but also supports manual adjustment up and down and back and forth, which is convenient for drivers to adjust according to their needs. The 12.3-inch central control screen stands in front, which not only displays clear information, but also integrates multimedia system, navigation, telephone, air conditioning and skylight control functions, which is convenient and practical. The seat is made of imitation leather, and the front and rear, backrest adjustment and height (2-way) adjustment are provided for the main and co-pilot seats to ensure the comfort of long-distance driving. The front row and the back row are equipped with two USB ports and the wireless charging function of the mobile phone to meet the entertainment and convenience needs of passengers. The second row of seats also supports front and rear and backrest adjustment, while the seat recline is a proportional recline design, which makes the space utilization extremely flexible. The overall interior design takes into account the details and practicality, reflecting the high cost performance and caring of Jetway X95.

Jetway X95 is equipped with a 1.6T turbocharged engine with a maximum power of 145kW and a torque of 290Nm, providing a strong power output. This engine is equipped with 197 horsepower, which ensures that the vehicle can show abundant energy in daily driving and when it needs to accelerate. Matching the 7-speed wet powershift not only improves the shift smoothness, but also improves the fuel economy.

In this promotion of Jietu X95, we not only provide competitive car purchase discounts, but also hope to give back the love and support of users with practical actions. For those who are looking for a cost-effective choice and eager to have a high-quality travel experience, this is undoubtedly a good opportunity not to be missed. With its excellent performance and comfort, Jetway X95 will add convenience and fun to your life. Finally, we sincerely invite you to visit the store and feel the charm of this model personally. We look forward to working with you to create a beautiful journey in this promotion. Let’s witness the benefits and surprises brought by Jietu X95 and create a better tomorrow!

　　China news agency, Beijing, February 5 th Comprehensive news: Medvedev, vice chairman of the Russian Federal Security Council, said on the 4 th that the United States’ decision to provide Ukraine with long-range weapons and allow it to use them at will will lead to further escalation of the situation, and Russia will respond accordingly according to the nature of the threat. Ukrainian President Zelensky signed an order on the 4th to deprive several former senior officials of Ukrainian citizenship, all of whom are believed to have Russian citizenship.

　　Russia warns the United States that providing long-range weapons will escalate the situation.

　　According to today’s Russian TV website, Medvedev, vice chairman of the Russian Federal Security Council, said on the 4th that the United States’ decision to provide Ukraine with long-range weapons and allow it to use them at will will further escalate the situation.

　　Medvedev warned that if the weapons provided are used to attack Crimea or go deep into Russia, Russia may "respond in any possible way" and the response will be quick, tough and powerful.

　　Medvedev explained that Russia has no restrictions on itself and will use various types of weapons according to the nature of the threat.

　　According to reports from Reuters, the US Department of Defense said on the 3rd that it will provide Ukraine with military assistance with a total value of 2.175 billion US dollars, including new long-range weapons, which will double the scope of Ukraine’s attack.

　　Russia and Ukraine complete a new round of prisoner exchange

　　According to the Tass news agency, the Russian Defense Ministry said on the 4th that after complicated negotiations, 63 Russian soldiers were released by Uzbekistan and returned to Russia. The Russian Defense Ministry said that this includes some "sensitive" people, and the exchange of these people was completed with the assistance of the UAE.

　　According to the website of the President of Ukraine, Ukrainian President Zelensky mentioned in a video speech on the evening of 4th that 116 Ukrainians have been released recently, including two military officers. Zelensky said that since February 24th last year, his team has helped 1,762 Ukrainians to be released from Russia.

　　British Prime Minister speaks to Ukrainian President

　　According to Reuters, British Prime Minister Sunak spoke with Zelensky on the 4th, and the two sides discussed issues related to aid to Ukraine. Sunak said that his priority is to ensure that British defensive military equipment arrives in Ukraine as soon as possible.

　　According to the website of the Ukrainian President, Zelensky said in a video speech on the evening of 4th that the conversation with British Prime Minister Sunak that day was very important. Zelensky said that Ukrainian soldiers have started to receive the relevant training of Challenger 2 tanks in Britain.

　　Zelensky deprived several former senior officials of Ukrainian citizenship.

　　According to Reuters, Zelensky signed an order on the 4th to deprive several former senior officials of their Ukrainian citizenship. These people are believed to have Russian nationality. Zelensky called the move to "protect and purify" Ukraine from infringement. Zelensky did not disclose the identity information of these people.

Assassin’s Creed series is one of the most successful IP in the game industry, with a large number of works sold and good sales, accompanied by a wealth of derivative novels, comics and movies. In particular, its unique world outlook has attracted many commentators and scholars to think and discuss. Lars De Wildt, a religious scientist, summed up three themes from the Assassin’s Creed series: Utopia, Religion and Conspiracy Theory. The purpose of this paper is to analyze the construction of the world view of the game with the utopian elements in Assassin’s Creed series as the main part and the latter two as the auxiliary part.

The two hostile forces in the Assassin’s Creed series, the Brotherhood of Assassins and the Templar Knights, are both organizations dedicated to building a utopian world. The so-called "utopia" originally comes from Thomas Moore’s works, and the protagonist of the game with utopia as the theme often tries to establish his own ideal hometown (such as The Sims). And its opposite dystopia means escaping from an established society (Portal and Half-Life), which is not constructive and usually means destruction. From this perspective, the actions of the protagonists in Assassin’s Creed seem to be mistaken for dystopian escapees, especially the Frye brothers and sisters in Lean. This misunderstanding largely comes from the lack of writing skills of some screenwriters, which leads to the anomie of characterization and gives people the wrong impression that assassins "just kill and ignore". In fact, the Brotherhood itself, like its enemy, the Knights Templar, believes in guiding human society to an ideal country through "rationality". The Knights Templar appealed to reason to bring an orderly system, and the assassin hoped that most people could realize a free life through reason. They are two sides of the same coin, seemingly mutually exclusive, but they are all "rationality" of enlightenment thought, except that the temple appeals to authority and the assassin believes in individualism. Ubisoft uses conspiracy theory to describe human history as a process in which two organizations representing "order" and "freedom" struggle with each other. Every coup and every war in history is the result of these two organizations seeking and competing for the cultural heritage of Iraq.

Evolution of the Concept of Order and Freedom

So I realized that as long as the Templars existed, they would try to distort the facts according to their own wishes. They also found that there is no absolute truth in the world-even if there is, we are unable to understand it and can only look at the ocean and sigh. Therefore, the Templars tried to create their own explanations to replace the position of absolute truth. This is their guiding ideology, the so-called "new world order", which uses the picture they describe to cover up the true colors of things. It’s not about artifacts, it’s not about humans. These are just tools. They are so cunning that they can wage war with an idea as their goal.

This is a perfect weapon. It has no material form, but it can transform the world frequently, even in a violent way. You can never destroy the creed, even if you kill all its followers and burn all the documents-this is only a temporary effect at best. One day, someone will rediscover it and recreate it. I believe that even we, assassins, have just rediscovered the creed, from the earlier era of Biar Moline …

-Artell’s letters

In Assassin’s Creed, Ubisoft created a group of creatures who once lived on the earth, and they have developed scientific and technological civilization. Just as human beings want to use robots to replace human labor after the development of science and technology, Iraqi plaintiffs also imitate their own appearance to make slaves who are slightly inferior in intelligence and physique-human beings. The Yi-v civilization was destroyed due to the outbreak of solar flares, but their base, Yi-v Temple, and the Eden Hallows, which were once used to enslave human beings, triggered an endless struggle among human beings who survived the disaster. In the ancient story line, the "Templar", dubbed by players, actually went through a long evolution to form an organization that finally converted to order worship. John Quake, a game critic, aptly summarized the Templar as "a mysterious sect composed of powerful individuals, and their goal is to conquer the world without exaggeration. ….. They don’t believe in individual freedom and think that people are too stupid and dangerous to have freedom ". Its development and evolution can be summarized as the path of "Order Shintoism-Ancient Order-Knights Templar", and the latter constantly dialectically sublated the former, and finally developed into Abstergo multinational entertainment company at this stage.

If the purpose of the Brotherhood is to take human beings as the center, the core issue of the order always revolves around "how to treat the Iraqi accuser", and their attitude towards the Iraqi accuser/god fluctuates repeatedly between "using its technology" and "worshiping its divinity". In the DLC of the Odyssey, the demands of the ancient defenders are to control mankind by using the artifacts left by the Iraqi accuser, so as to end the war and achieve the suppressed peace. In the story, Cassandra/Alexios was called a "bloodstainer" by Amokis, one of the defenders, and was hunted down, because the Iranian DNA in her/his body could help her resist the control of Eden Hallows. For the ruler, the uncontrollable person is a potential threat to peace. After that, it is probably because of the absorption of the remnants of the order religion, the teachings of the ancient order-makers deteriorated, and the ideal of the unity members changed from "ruling mankind with the artifacts of Iraq" to despising "incomplete mankind", dreaming of making "perfect gods" and "masters of mankind" walk on the earth again. In The Hall of the Soul, Fouquet, when facing avel who is revenged, falls down on her knees in front of the Sideger illusion that awakens the memory of the Iraqi plaintiff Tyre, and "sacrificing herself for the awakening of God" supports her to give her life without regret, although her behavior is paranoid and crazy in the eyes of others.

The appearance of the Brotherhood of Assassins comes from the reaction to the order and the stress to the ruling measures. From Darius, the designer of the first cuff-sword in the DLC of Odyssey, to Bajek, the protagonist of Origin, the fighters symbolizing freedom are all stragglers fighting in their own way to protect individuals who are oppressed by power. The fate of Bajek and Ai Ya is the epitome of all individual lives. Faced with the expanding power, they were caught in the tide of history and lost their homes and relatives. The "Hidden One", the predecessor of the Brotherhood they established, was the result of these individuals having to organize themselves in order to fight against the power that engulfed them.

The original intention of Bajek and the Invisible Man is to hide in the darkness to protect the weak. At this time, the "invisible man" is still a dystopian force, with no unified doctrine and purpose, and the motive of action is to protect some oppressed individuals. In other words, it is the life of flesh and blood that makes the invisible people act. Specific to Bajek’s motivation, from the beginning of the story, his son’s revenge, followed by the exploited civilians in Siva, and finally the Egyptian people under the hands of the invaders. Bajek’s journey began for a concrete and vivid life, not an abstract dogma of his own belief. But once the organization is formed, rules, doctrines and grades will inevitably follow. The ritual of "cutting off the ring finger" symbolizes the ideology of this dystopian force. Self-mutilation is a proof of courage and loyalty, which runs counter to the original intention of the invisible. Bajek, whose purpose is to protect, simply protects and helps the weak.

The Invisible Man has evolved into a Brotherhood in the Levant, marking the complete ideology of "freedom". The Crusade is of far-reaching significance in real history, because it is the first large-scale ideological war in the recorded history of mankind and the collision of two grand narratives. Ubisoft magic change recorded this period of history, but kept its core ideology. At this time, it has become the assassin organization of the Brotherhood and the freedom it represents. It is no longer a dystopian resistance force, and like the Templars, it has planned an ideal country that conforms to its own ideology, from caring for specific individuals to caring for an abstract group. "Freedom" itself has become a grand narrative.

Fig. 1 At the end of Origin, Bajek left the emblem of his dead son, and the trace left on the beach became the symbol of the Assassins’ Brotherhood. This also indicates the development of the assassin’s program of action from concrete (revenge for the dead son) to abstract (creed).

Artell improved the sleeve sword and abolished the finger-breaking ceremony, which echoed his attempt to set things right for the brotherhood’s ideology: "It is not a ring finger removal, nor a false promise to heaven. We are responsible to the people, not to customs. " Artell was aware of the disadvantages of ideology, and his notes recorded his reflection on the fraternity system:

There are three ironies in the rules of the assassin organization: we pursue peace, but we use assassination; We advocate lifting the shackles of thought, but we demand complete obedience to tutors and rules; We expose the dangers of blind faith, but we are believers ourselves.

But his efforts did not achieve the desired results. It is not difficult to see from the plot of Yano joining the Brotherhood in the Great Revolution that the pursuit of ritualization by assassin organizations is increasing instead of decreasing.

Figure 2 The stronghold of the Assassin’s Brotherhood in the Great Revolution is set in the holy chapel, with grandiose decoration, four high-ranking assassin instructors reciting the creed, watching Yano take hallucinogenic medicinal liquor and completing the initiation ceremony. As for the Templar, its teachings have developed into the embodiment of enlightenment in modern times. Enlighteners, who deeply felt that people were stupid, tried to use science and reason to open people’s wisdom and unite a group of scattered people. The doctrine of the Templars implies "the end of history": the wheel of history rolls forward, crushes the old pedantry, advances towards a new society, and one day it will reach the ideal end. The end point of history is a perfect world, which operates according to a set of universal values. Rational and intelligent voters take the initiative to join this utopia, while ignorant people directly use the Golden Apple (Eden Hallows) to control if they cannot understand this set of perfect universal values.

By misappropriating and adapting the original works, the world constructed by Assassin’s Creed series has lost its mystery for the "God" believed in religion and mythology, and has been replaced by the higher life of prehistoric civilization. With the concept of "Yi v. Man", Ubisoft successfully disenchanted the creator in myth and religion in reality, and there is no longer a real "God" in the world view of Assassin’s Creed. Ubisoft’s adaptation has divided into two directions, corresponding to the re-creation of monotheistic beliefs in the real world and folk myths and legends.

The appropriation of religious elements in the early generation of Assassin’s Creed is very simple. The religious elements of "Brotherhood/Islam" and "Knights Templar/Crusade" in the special historical background have been diluted, and the main contradiction between them is the pursuit of "order and freedom". After the work became a popular series, Ubisoft intended to construct a unique world view, and the sense of existence of "the first civilization" and "Iraqi people" increased sharply in subsequent works. Echio trilogy, which was released later, was plotted by the plaintiff as a hidden line outside the modern and ancient plots, which can be said to have harmed Echio’s life.

In recent years, the mythological trilogy Origin, Odyssey and Hall of the Soul described the ecology of the first civilization in more detail. In addition to Jupiter, Minerva and Juno, the "gods" in Greek mythology and Nordic mythology all appeared as plaintiffs. Ubisoft has constructed a world view that is different from the real myths and legends: the "gods" in fairy tales are all higher life claimants who once lived on the earth.

　

Fig. 3 The above picture shows the "Twilight of the Gods" in the dream of Ivor after she was hypnotized by drinking drugs in the Hall of the Soul, with a strong Nordic myth filter because of her pre-knowledge. The following picture shows the real Iraqi plaintiff’s experience after unlocking the hidden plot.

　

Facing the real religion, Ubisoft turned its attention to other places after the adaptation of the first generation. Although "Adam and Eve" has been explicitly mentioned in the Echio trilogy when introducing the history of the Iraqi people, even Jesus has been transformed into "Saint" Eta by magic. Ubisoft still intentionally or unintentionally avoids saying "Who is God?". In a series of subsequent works, the Brotherhood of Assassins and the Knights Templar gradually broke away from the connection with Islam/Catholicism in the early generation and turned into a regional multinational organization.

Until "The Hall of the Soul" set the background story as the Viking invasion of Britain in the dark ages, the belief problem between Christians and outsiders became acute. Ubisoft rarely talks about monotheistic belief itself, and introduces the thinking of "how human beings should face their own creators" by shaping the role of Alfred the Great. Alfred was set as the leader of the ancient dimensional order in the game, and inherited the title of "the master of knowledge" from his father and brother who passed away one after another. He knew the true origin of human beings-slaves made by Iraqi people, and he faced the "truth" with a different attitude from other believers. He has no intention of maintaining the order, and rejects the doctrine of bringing the perfect "God" back to the world to rule mankind again.

Fig. 4 After anonymously assisting Ivor to kill all the members of the ancient dimensional order, Alfred confessed to her that he was the leader "the master of knowledge" and promised to establish a "sacred universal church" with Christian faith to "guide everyone to become better people". Alfred’s idea of a universal order was the embryonic form of the Knights Templar.

Alfred is not only the last ancient dimension orderer, but also the bud of the Templar. He led the transformation of the cult, and also implied the transformation of human pursuit of order: slave owners above themselves became the past tense, and abstract beliefs were accepted by the public. As a devout Christian, he fully promoted the Christian doctrine. The man-made god "God" abandoned the "human nature" of Iraq and led mankind with the pure divinity of "omniscient, omnipotent and all-good". "God" is no longer a concrete individual, but an abstract absolute spirit and idea. Alfred’s title of "master of knowledge" also implies this platonic metaphor of an ideal country-in an ideal society, the "king of philosophy" becomes the ruler and the people become better people under the guidance of "ideas".

At this level, Alfred created by Ubisoft is pious and at the same time the most anti-religious, because religion depends on faith, and faith is irrational. From the argument between Ivor and the Queen of France in the DLC of the Hall of the Soul, it can be seen that blind believers don’t need to think about God’s belief: Ivor told the Queen that he saved her from the little virgin, while the Queen firmly believed that Ivor’s appearance was God’s will, and God’s will only needed to be obeyed without doubt. Alfred replaced the "true god" with the "false god" who is all-knowing, all-powerful and all-good. He kept rationality for himself, ruled most people with irrational religious beliefs, and established the status of man as the subject. This not only echoes the discovery of human beings in the post-Renaissance in the dark ages, but also lays the foundation for the purpose of the subsequent Knights Templar: Iraq v. technology serves the rule, and people use Iraq instead of loyalty to civilization. To some extent, this is the return of the purpose of the Templars to the early ancient order-keepers. The difference is that the ancient order-keepers in Persia were attached to the royal power and lacked unified abstract beliefs.　

The decline of freedom

No matter how it evolves, the idea of the cult is always closely related to the first civilization, and everything serves "order", or the education and control of the people, which determines the cult’s elitist position and the demand for grand narrative. Specific to some individual members of the cult, they all seem to shine with the goodness called rationality. Alfred’s ideal of universal education, Haytham Kenway’s efforts to build a new government, Alice’s sacrifice to clean up the extremists … As a group organization, the cult always represents strong rule, whether through power, religion or contemporary multinational companies.

The Brotherhood advocates the freedom of individual life, and "everything is empty, everything is allowed" is the slogan to break the unified belief, and it also conforms to the spirit of postmodernism against authority. However, the struggle with the cult made the Brotherhood must also unite into an organization, and the birth of group organizations inevitably caused new oppression on individuals. There is a hierarchical organization within the anarchist brotherhood, and the anti-dogmatic ideal itself is dogmatized. The transformation from the "invisible man" to the "brotherhood" confirmed the deterioration of "freedom", the original intentions of Bajek and Ai Ya were gradually forgotten, and the Brotherhood of Assassins became a representative of a force actively involved in history.

After the myth trilogy, the fate of human beings seems to be more and more pessimistic. For human beings, the Iraqi accuser is an unattainable other, who has devoted his life to the protagonists who pursue freedom or peace, and has involuntarily become a tool for the Iraqi accuser to realize his own rejuvenation. In the face of the grand narrative with devouring power, man is a means rather than an end. In the period of the first civilization, there were pro-humanity and slavery factions within the plaintiff, but even the pro-humanity plaintiff never really respected human freedom-Altea could turn against her compatriot Juno for the sake of mankind, but it did not prevent her from using Leila’s life to resurrect her lover Loki. The love of the pro-human Iraqi accusers for human beings is not equal and respectful love, but the condescending love of "I like people as people like dogs".

Fig. 5 In the modern plot of The Hall of the Soul, the plaintiff, Altea, used Leila to "send a staff" to revive Loki and let Leila die in the world tree. For the plaintiff, Leila is just a "inheritor of memory who has fulfilled her duties", and a tool that can be used conveniently and put down at any time.

The struggle between "order" and "freedom" is a paradox. The former leads to control while the latter leads to chaos. The appeal of order-control, is also changing masks with the times. Although the world of Assassin’s Creed’s modern plot is overhead, it is generally based on today’s real world. For today’s human beings, it seems that we live in the most "free" era: convenient network, developed logistics, intelligent Internet of Things, diversified entertainment … The religion that suppresses the people by force and dominates believers by faith has become the target of condemnation or a choice among many lifestyles, even if it has not completely disappeared. Mankind has experienced a wave of frenzied attempts to break all the shackles. Race, nationality, gender and belief are no longer excuses to limit what a person should do, what he can’t do and what he must do-the era of "everything is empty and everything is allowed" seems to have really arrived. However, in this new era, when a hundred flowers are blooming and the demons are dancing, the Assassin Brotherhood in the modern plot is almost annihilated.

As Han Bingzhe said, "Power in the digital age is no longer oppressive". In today’s life, it is difficult for us to feel the suffocating oppression like the inquisition. The spokesmen of order are no longer monarchs and popes, and even the order itself has been dissolved, but human beings have not achieved the expected freedom. Power, or control, has changed into an incarnation. The Knights Templar in the new era has become a multinational entertainment company Abstergo, which publishes games, uses players to search for Eden Hallows, and locates saints with pioneering blood from players. The Brotherhood of Assassins can deal with powerful kingship, religion and exploiting factory owners, but it is losing ground in front of entertainment companies, which accords with Rousseau’s prediction that the more civilized human beings are, the less free they are.

Institutional religion is shrinking. Even in Christian countries, the proportion of collective religious activities such as baptism and worship in people’s daily life is decreasing year by year. Religion (including politics) has been entertained, turned into symbols and fragments, and become the object of mass entertainment and cultural consumption. It is in this atmosphere of entertainment to death that religion is reborn in mass entertainment in this way of "transforming into a cultural symbol". Accompanied by this, the public voluntarily gives privacy in exchange for the convenience of life in the information society. "Even free will itself has been manipulated."

At the end of the Great Revolution, Yano deeply reflected on the meaning of "freedom". In his monologue, he said:

The dogma of the Assassins’ Brotherhood teaches us that we can do anything. I thought this meant that we were free to do what we wanted, in order to pursue our ideals at any cost. Now I understand that not all lines are allowed, but the doctrine itself is a warning. Ideals are too easy to compromise with dogma, while dogma makes people crazy. No power is higher than our own judgment. There is no supreme master watching to punish our sins. In the end, only we can avoid over-persistence, and only we can decide whether the road ahead will cost too much.

Freedom does not mean going its own way on the surface, but also means choosing and bearing the consequences that follow. In this way, "freedom" has become a heavy burden, and submission is much easier. After all, it is too heavy for ordinary people to make "own judgment" and "decide whether to pay too high a price for the way forward". Like the people in "Strange Tales of the Goddess 5" who voluntarily give up thinking and follow the Holy Grail in the impression space, everything is so convenient in the information age, and it is so relaxed and comfortable to follow the control of big data compared with self-judgment. Modern people voluntarily give up their freedom.

The spirit originally represented by the Assassin Brotherhood is precisely questioning. Questioning authority, questioning everything that is taken for granted, thinking, judging and bearing the burden of reason. This is a kind of painful freedom, and pain is avoided by modern people. So everyone went to Abstergo/ Ubisoft and volunteered to join the entertainment wave.

() The business review of the Board of Directors in the first half of 2023 is as follows:

　　I. Main businesses of the Company during the reporting period

Weston’s business mainly covers intelligent manufacturing, digital finance and other aspects. It builds industrial software and data product systems around digital and intelligent transformation, and provides industrial software represented by MOM and ERP, and general emerging technology software products and related services represented by big data and artificial intelligence technology for industrial and financial customers.

(a) the development of the company’s industry

1. Macroeconomics

According to the data released by the National Bureau of Statistics, the GDP in the first half of 2023 increased by 5.5% year-on-year, which was significantly faster than the economic growth rate of 3% in the whole year of last year, and the added value of information transmission, software and information technology services increased by 12.9%. The continuous enhancement of innovation kinetic energy will inject () into economic development. Modern information technology, artificial intelligence, big data and other technologies are widely used, and innovative achievements are constantly emerging. () New products are growing well. Scientific and technological innovation continues to empower high-quality development. The added value of industrial enterprises above designated size increased by 3.8% year-on-year. In terms of economic types, the added value of state-owned holding enterprises increased by 4.4% year-on-year in the first half of the year. Joint-stock enterprises grew by 4.4%.

According to the data released by the National Bureau of Statistics, in the first half of 2023, the added value of the financial industry increased by 7.3% year-on-year, and the business activity indexes of the monetary and financial services, insurance and other industries were all in the high boom range of 60.0% and above. The main business of banking and insurance maintained steady growth. At the end of the first half of the year, the total assets of banking financial institutions increased by 10.5% year on year. Among them, large state-owned commercial banks continued to maintain double-digit growth in total assets, with total assets reaching 165.43 trillion yuan at the end of June 2023, up 13.7% year-on-year, and total assets of insurance companies increased 9.6% year-on-year. In the first quarter of 2023, China’s commercial banks realized a cumulative net profit of 667.9 billion yuan, a year-on-year increase of 1.3%.

2. Policy environment

In the field of industrial software and emerging technology software where the company is located, the state and local governments have issued a series of policy documents to lead the digitalization process of society. After the release of Made in China 2025, the government issued a series of policy documents, such as Intelligent Manufacturing Development Plan, Overall Layout Plan of Digital China Construction, Outline of Digital Transformation Strategy, Intelligent Manufacturing Development Plan in the Tenth Five-Year Plan and Digital Industry Development Plan in the Tenth Five-Year Plan, to guide the whole society and manufacturing industry to carry out digital and intelligent transformation. Due to the guidance of policies, all manufacturing enterprises with a small scale are practicing digital and intelligent transformation. This has also promoted the continuous informatization investment of the whole manufacturing industry and brought continuous market demand to all suppliers serving this field.

The Tenth Five-Year Digital Economy Development Plan issued by the State Council and the Financial Science and Technology Development Plan (2022-2025) issued by the People’s Bank of China all put forward that big data, artificial intelligence, cloud computing, blockchain and other technologies should be applied to accelerate the overall digital transformation of the financial industry, and the innovation and construction investment of the entire financial technology should be promoted on the premise that the industry is safe, independent and controllable.

3. Development trend of informatization in industrial and financial sectors

(1) Continuous investment in informatization is a long-term demand under the requirement of intelligent transformation of manufacturing industry.

In the first half of 2023, the country achieved positive results in promoting new industrialization, and industrial investment maintained expansion, with an increase of 8.9% in the first half of the year; The intelligent transformation of manufacturing industry has maintained a good development trend, mainly as follows: First, the scale of smart factory construction has been continuously expanded and the level has been continuously improved. Second, new scenarios, new schemes and new models of intelligent manufacturing are constantly emerging. The equipment manufacturing industry explores collaborative design, virtual verification, remote operation and maintenance and other modes to promote rapid product iteration and efficiency improvement; The consumer goods industry innovates mass customization, user direct manufacturing, Sharing Manufacturing and other modes to meet individual needs and tap the experience value; The raw material industry implements the integrated operation of production, supply and marketing, cross-process quality control and other modes to promote industrial quality improvement, efficiency improvement, intrinsic safety and energy saving. Third, international cooperation in intelligent manufacturing continued to deepen. The multi-bilateral innovation cooperation mechanism of intelligent manufacturing has been continuously improved.

From the perspective of international competition pattern, there is still a big gap between domestic tobacco enterprises and international giants in terms of scale and volume, overall efficiency of supply chain, product research and development and manufacturing. With the continuous improvement of China’s trade openness, the competitive pressure of domestic tobacco enterprises from international tobacco giants is also increasing, and the demand of domestic tobacco enterprises to improve their core competitiveness is also very urgent. The improvement of the competitiveness of domestic tobacco enterprises and the narrowing of the gap with international giants are inseparable from the continuous development of digital and intelligent transformation, which has become an important reason for the continuous investment in informationization in the domestic tobacco industry, and business information suppliers have brought continuous business opportunities.

In the domestic tobacco industry segmentation market, the overall information construction of the industry is at the leading level in the industrial industry. In the tobacco market segment, there are 17 domestic Chinese tobacco companies and 33 provincial tobacco companies, with nearly 100 cigarette factories and hundreds of upstream factories in the supply chain. Under the guidance of national policies, as well as the overall planning of the industry development and the needs of the development and competition of various enterprises, the industry continues to carry out digital and intelligent transformation, thus providing continuous information market opportunities.

Judging from the domestic competition among tobacco enterprises, the whole domestic market has also entered the stage of stock competition in the consumer market, and all enterprises are competing with enterprises in the same industry by improving the efficiency of the overall supply chain and the efficiency of internal R&D, production and marketing. To this end, under the overall guidance of the industry, all enterprises have carried out the work of digital transformation, and all enterprises are promoting the digital transformation of enterprises through the input of informatization, so as to build and enhance their own R&D, product, manufacturing and marketing capabilities, so as to enable enterprises to stay ahead and win in the competition in the domestic market. Therefore, domestic competition in the same industry also promotes enterprises in various industries to continuously maintain information investment.

(2) Digital transformation and intelligent upgrading are the development trends in the financial field.

The financial industry is one of the industries with the richest data resources in China. Financial institutions usually deploy a large number of application systems, which continuously generate and store business data in their daily operations. After long-term digital operation and accumulation, huge amounts of high-value data have accumulated in each system. The possession of financial data is only the starting point of digital finance. What really plays the role of data empowerment is the iterative process of financial data processing, analysis and feedback business. Big data has the characteristics of huge volume, diverse sources and structures, fast generation, low unit value density and changeability, and it needs new data architecture such as unstructured database to be effectively processed (). The financial industry has rich basic resources suitable for the application of big data technology.

The goal of big data technology application is to improve the ability of enterprises to process massive data quickly and efficiently, including the improvement of insight ability of incremental data and the improvement of mining ability of stock data. The application of big data technology in the financial field can be divided into two categories: regulatory application and institutional operation and maintenance service application. Financial supervision mainly forms a comprehensive regulatory analysis report through data collection, analysis and mining technology, which provides support for regulators to quickly and accurately grasp the development and potential risks of various financial businesses, enrich and improve regulatory infrastructure or propose risk early warning models; The application of financial institutions’ operation and maintenance services includes three categories: institutional operation, services and infrastructure. The massive data are professionally mined and analyzed by means of information technology, so as to better serve the business of asset price trend judgment, personal credit evaluation of institutions, capital flow distribution and financial risk control, and provide more accurate strategies for institutional operation, service and marketing.

In the application of big data technology and industry integration, the financial industry is one of the main application industries in the past and now. According to the data disclosed by Toubao Research Institute, in 2018, the market size of big data technology in China’s financial industry reached 47.1 billion yuan. It is estimated that by 2023, the market scale of big data technology in China’s financial industry will show a significant growth, which is expected to reach 151.23 billion yuan.

In the era of big data, the operational information, customer information, transaction information, asset information, credit information and other data of the financial industry will become high-value data assets after effective collection, collation and analysis, which can effectively help financial institutions to improve the efficiency of enterprise management internally, enhance their credit risk management ability externally, and improve their precision marketing ability and anti-fraud management level. The application of big data can provide effective support for empirical decision-making, help enterprises optimize resource allocation, enable financial institutions to understand customer needs more deeply, and develop innovative new products that meet customer needs.

With the advancement of the digital transformation of the financial industry, the application of financial big data presents the development trend of data source integration, technology integration and data application cooperation, and the importance of financial big data security and supervision is highlighted, and the application of big data technology will become the core competitiveness of financial enterprises.

The financial industry is a natural digital enterprise, especially in recent years, driven by the overall digitalization of the country and the industry, and supported by emerging technologies, the entire core business model of the entire financial industry is continuously undergoing digital and intelligent transformation. All financial customers are constantly introducing new digital service products, on the one hand, they are improving their internal business and management digitalization and management efficiency; On the other hand, under the requirement of penetrating supervision, the management and control of all business operation processes are strengthened, and the requirements of digitalization and intelligence of supervision requirements are met; At the same time, it has also continuously increased investment in business data governance, data management automation, and data processing flow and batch integration, which has guaranteed the continuous investment of the whole industry in informatization.

With the innovative application of head financial institutions in data application, a large number of new precision marketing financial service products and new risk prevention and control products have been born, which has brought stable growth to their business and effective control of operational risks, which has also injected new impetus into the continuous increase of investment in data application in the whole industry and brought stable and sustainable market demand to suppliers providing information services in this industry.

At the same time, under the overall requirements of national autonomy and controllability, the investment in domestic substitution of information-related software and hardware in the financial industry has also provided sustained market demand for the industry.

(II) Main business of the company

Weston is a software development and information service enterprise that focuses on the industrial and financial fields and is committed to improving the digital, networked and intelligent level of enterprise management. Based on the deep understanding of customer business and its industrial chain, and the business accumulation of enterprise information implementation services over the years, the company has formed a variety of independent products and solutions. According to different application fields, the company’s business mainly covers intelligent manufacturing and digital finance. The software products developed by the company mainly include industrial software represented by MOM and ERP, and general emerging technology software products represented by big data and artificial intelligence technology. General emerging technology software can be used as an independent product to provide customers with complete product services, and can also be integrated into various products of the company through service consumption mode, effectively improving the intelligent level of related products of the company, better serving customers and helping the company to compete in the fields of intelligent manufacturing and digital finance.

The company is a state-level key software enterprise, the first batch of high-tech enterprises in Shanghai, the "small giant of science and technology" enterprise in Shanghai, the enterprise technology center in Shanghai and the specialized and special new enterprise in Shanghai. The company has obtained ISO9000, ISO27001, ISO20000 and CMMI5 (Level 5 of Capability Maturity Integration Model).

And other professional certification, with information security service second-class qualification, MES products were rated as "Shanghai Zhizao" products. During the reporting period, the company was awarded as a national key software enterprise in 2022 and a specialized and special new enterprise in Shanghai in 2022, and its core industrial software products were selected into the recommended catalogue of industrial software in Shanghai in 2022.

(III) Main products (services) and uses of the company

In the application scenarios of intelligent manufacturing and digital finance, the company independently developed and launched a variety of products and solutions, which can comprehensively build an enterprise information system. Around the transformation of digital intelligence, Weston’s product system mainly includes industrial software related to intelligent manufacturing and emerging technology software represented by data products. Industrial software includes "Smart Series" manufacturing operation management system (MOM) and "Smart Series" enterprise resource management system (ERP), and emerging technology software includes "Smart Series" data management system (DataM), "Smart Dimension Series" IT integrated operation management platform (ITSM) and related algorithm model software.

The company has been committed to helping customers realize intelligent manufacturing, with the core concept of "intelligence is to replace’ manpower+human brain’", and gradually assist and replace the mental and physical labor of managers at all levels through intelligent perception, real-time analysis and intelligent decision-making model of information application. In the production control industrial software MOM and management industrial software ERP, which are mainly introduced by the company, intelligent perception, intelligent analysis, intelligent decision-making, deep learning and edge intelligent equipment represented by robots are embedded, which is the continuous practice of the above concepts. The accumulation, monitoring and management of data assets, as well as the long-term stable operation of information systems are the basis for the realization of intelligence in business systems.

1.MOM "Wisdom Series"

Based on MES, it realizes the comprehensive digital management and intelligent operation of enterprise production process, integrates manufacturing execution and operation, and is an integrated manufacturing management platform for the whole manufacturing process. Focus on "fine management, comprehensive perception, transparent operation, intelligent decision-making and precise execution of factory production", realize real-time perception of all factors and whole process management in the production process through Internet of Things technology, realize continuous learning and improvement of intelligent decision-making model through big data technology, realize empowerment of "people, machines, materials, development, environment and measurement" in the production process, and gradually turn the production operation process and equipment control into intelligence and help. MOM "Wisdom Series" mainly includes the following systems:

(1) Manufacturing Execution Management System i+MES

Through the integrated management, monitoring and statistical analysis of the workshop executive layer, the sensor data, output data, consumption data and other data of the production equipment are comprehensively collected through the industrial Internet of Things, so as to comprehensively optimize the management of the whole production process.

(2) Advanced Scheduling Management System i+APS

Advanced scheduling is an event-driven intelligent supply chain scheduling. The events such as equipment abnormality, raw and auxiliary materials guarantee, sales plan change, etc. are obtained in real time through information technology, and the production schedule and supply chain guarantee schedule are automatically adjusted through scientific algorithm model, which replaces the human brain and manual way to make overall arrangements for all links of production activities, thus realizing the delivery forecast, capacity balance, process production plan and supply chain guarantee plan under the condition of limited production capacity, ensuring the reasonable allocation and cooperation of people, machines, materials, methods, environment and testers in the production process, and improving production efficiency.

(3) process statistical control system i+SPC

Collect, monitor, calculate and predict all kinds of key equipment operation parameters related to quality control in the production process in real time, and predict and judge the stability of the production process through artificial intelligence algorithm line, timely and accurately find abnormal fluctuations in the production process, and intelligently diagnose and analyze abnormal fluctuations, guide the production to take corrective and adjustment measures in time to ensure the steady state of the production process.

(4) Quality traceability system i+QTR

Based on the knowledge map theory, through the collection, learning, processing and updating of production quality data, the wisdom produces an all-round and all-factor production quality pedigree, and the unified knowledge management of production quality data is completed. Through the integrated enterprise "Quality Skynet" management of forward control and backward traceability of batches, when quality abnormality occurs, comprehensive freezing instructions such as production and materials are issued in time through rapid retrieval of quality pedigree, so as to minimize the loss of quality cost.

(5) Process management system i+PTM

Realize the comprehensive digital and intelligent management of production technology. The core of process management is the real-time acquisition of equipment collected by OT, the real-time calculation of algorithm model to obtain the best process technical parameters, and the optimized process parameters are downloaded to the control equipment through OT, thus replacing the traditional manual control of process parameters, strengthening the fineness of process management, and effectively improving the management level and intelligent level of process execution.

(6) Power and energy management system i+EMS

The supply plan comes from advanced scheduling, which automatically generates water, electricity, steam, air pressure, vacuum pressure and other energy supplies through AI algorithm. Through the implementation and monitoring of the plan, the planning of energy supply can be effectively improved, the energy utilization rate can be improved, energy leakage can be prevented, energy waste can be reduced, and energy expenditure of enterprises can be reduced, thus helping enterprises to achieve green production.

(7) products of emerging technologies such as big data, artificial intelligence and machine learning.

For example, disorderly impurity removal algorithm based on visual recognition, intelligent moisture control of drying barrel based on artificial neural network algorithm model, intelligent tobacco grade recognition based on deep neural network algorithm model, AI equipment fault prediction model, moisture prediction model, impurity identification model, etc., as well as various industrial mechanism models based on machine learning, are organically integrated into the company’s MOM, which is the cornerstone to help customers change from single point intelligence to production line intelligence, and finally realize comprehensive intelligence in manufacturing.

2.ERP "Smart Camp Series"

Focus on "How to operate in an efficient and cooperative manner", and on the basis of MOM, comprehensively collect the internal and external business data such as market, marketing, procurement, logistics and after-sales, so as to realize the close integration of information flow, capital flow and management flow, realize the optimization and sharing of resources, and help enterprises realize advanced market insight, accurate product research and development, coordinated production and operation, and intelligent business decision. ERP "Smart Camp Series" mainly includes the following systems:

(1) product life cycle management O+PLM

Product life cycle management for manufacturing industry, and an innovative R&D management system from product planning and design to manufacturing collaboration should be constructed. Based on the deep learning of historical R&D data, combined with BP neural network algorithm and other models, the digital design of formula, raw materials, auxiliary materials and technological parameters is realized, which makes product R&D change from empirical research to digital and intelligent product R&D. Promote enterprises to improve their design and process management capabilities, shorten product research and development cycle, and improve enterprise research and development efficiency.

(2) Material procurement management system O+PMS

Based on the theory of supply chain management, the whole process management system of purchasing business of group enterprises is designed and developed. Its core is to generate a material demand plan through calculation by combining AI inventory strategy model with production guarantee plan (which can come from MOM’s advanced scheduling) and economic purchasing lot size strategy. The procurement process based on the plan is managed into a closed loop of enterprise purchasing management business, which helps users realize the management goal of ensuring the smooth implementation of production in the early stage with the lowest procurement cost and inventory cost.

(3) Supplier Management System O+SRM

Applying supplier qualification and quality evaluation algorithm, combined with RPA (robot process automation) and intelligent image recognition technology, it helps customers to establish supplier product quality control and evaluation system. At the same time, it provides an interactive communication platform for suppliers based on the Internet, so as to realize comprehensive and intelligent supplier management and efficient collaborative management of upstream and downstream enterprises in the supply chain.

(4) Safety management system O+SEM

Based on the laws, regulations and industry standards in the safety field, around the risk control and hidden trouble investigation and management, the responsibility system for production safety is implemented by information technology, and the functions of risk prediction, hidden trouble early warning, safety equipment maintenance and automatic performance evaluation of safety management are realized by combining visual identification and AI model. (5) Enterprise collaboration platform O+ERP

Unified access to all kinds of information resources of enterprises and information service carriers is an enterprise-level unified entrance to informatization. Collaborative platform is the portal for the whole enterprise informatization. Through unified portal, unified message, unified to-do list and personal "thousands of people and thousands of faces" business portal, customers can pay attention to their business and ignore the existence of specific systems. Enterprise collaboration platform is not only the collaboration platform of ERP series products, but also the collaboration platform of other products such as Weston MOM.

3.DataM "Intelligent Number Series"

Mainly through data tags, deep learning algorithms and other technologies, it focuses on "how enterprises can efficiently use their own data to achieve innovation and development" and serves "how enterprises can use their own data to serve daily production and operation". Weston provides complete data management and application solutions for enterprises through the combination of big data and artificial intelligence technologies. Through the in-depth analysis of the data of business links such as market, R&D, production and procurement, the laws behind the data can be mined, which will make enterprise data more valuable, make enterprise management more intelligent and empower enterprise data application reform and innovation. "Smart Number Series" products mainly include:

(1) Real-time star Link

The data of different data elements are collected by real-time sensing technology, and the collected data are cleaned, processed, calculated and stored by batch flow computing engine, and the dimensional data are generated or updated, which provides the data foundation for data service. The data acquisition of the satellite chain can collect data for different data, and complete the acquisition drive of the new data source through the adaptation of the acquisition protocol.

(2) star chain computing engine

It can realize the data calculation of batch and stream integration, and at the same time, with the help of product AI model and deep learning, it can deeply mine massive data, providing a solid foundation for intelligent data application.

(3) Data asset management

The deep application of data assets requires unified management of data assets, including data standard management, metadata management, data quality management and data asset use management, which is completed by Link data asset management. Data asset management is that basi of data application.

The data platform gathers all the data needed by the enterprise, and has the characteristics of large amount of data, high calculation frequency, high service consumption and close business integration. Ensuring the stable operation of the platform is the key concern of the enterprise. Through the real-time task management, real-time scheduling management and platform monitoring of the Link monitoring platform, the platform problems can be found and solved in time, so as to make the data service more sustainable.

4.ITSM "Zhiwei Series"

Weston’s early ITSM system is a set of systems for IT personnel based on ITIL theory, which mainly includes: problem management, event management, service request, SLA service level and operation and maintenance evaluation management, etc., and focuses on solving the problem of "how to ensure the stable operation of enterprise information systems". However, with the continuous emergence of emerging technologies such as cloud computing and big data, higher requirements are put forward for IT personnel of enterprises. For example, the static and dynamic allocation of cloud resources, the allocation and adjustment of big data nodes, and the control of the real-time operation of the entire IT infrastructure environment. Simple "Zhiwei" can no longer meet the job requirements of enterprise IT personnel. Therefore, Weston added IT service management related to big data management to the original "Zhiwei Series", providing professional management of automation management of big data cluster platform for users with big data clusters and big data cluster applications, automatically allocating and recycling computing and storage resources according to real-time information of computing resources, and through real-time data collection of computing resources and AI algorithm, Predict the health status of equipment, timely warn or adjust the distribution of resources, realize the automation and intelligent service platform of IT service, improve the IT management, service standardization and efficiency of enterprises, reduce the high-quality requirements of users’ IT personnel, and gradually transform the IT department of enterprises from "IT operation and maintenance management" to "IT comprehensive service management", and Weston’s products are gradually transformed from "Zhiwei series" products to "Smart service series" products.

(4) Business model

1. R&D mode

The company mainly conducts research and development in technical research, product development and technical upgrading of existing products. The technical research aims at tracking, learning and mastering the cutting-edge new technology, which can form a small pilot based on the application of this technology, and summarize the methods of rapid training and popularization and application; Product research and development aims at new product research and development, realizes the research and development products of the company’s new product review objectives, supports the implementation of new product application projects, obtains the customer’s demand feedback on new products more quickly, finds the defects and problems of new products, gradually improves and optimizes the products, and finally delivers the implementable version; Technical upgrading of existing products refers to upgrading the technical architecture of the products that have been developed originally and integrating artificial intelligence technology to ensure the high availability and advanced technology of the products and ensure the vitality of the products. The research and development of the company’s products is carried out according to the information development planning of related industries and the development needs of enterprises. The demand for research and development products comprehensively considers the market demand, technology development trend and enterprise development strategic planning. Therefore, most of the products developed by the company can realize revenue conversion as expected. The company’s R&D management mechanism covers the total budget control, R&D project evaluation, R&D project cost control, process management, and final acceptance of the company’s R&D projects.

2. Marketing and profit model

The company’s profit comes from the difference between the income from providing software products and related services to customers and the project cost. Company customers are mainly distributed in tobacco industry, finance and other sub-industries. In the course of many years’ operation, the company has been adhering to the spirit of "craftsman" and continuously providing customers with high-quality products and services, and has established a good reputation and popularity in the industry. Because most of the industry customers served by the company are the head customers in the industry, both the management concept and the information application are relatively advanced, which has a good demonstration effect in the industry. With the successful delivery of major projects undertaken by the company, these successful cases have become a plus item for exploring new customers to undertake new business, bringing a virtuous circle of business development of the company. In the pre-sales stage, the company actively participated in the new project planning and technical demonstration of customers in related industries. When participating in project bidding, based on product and industry experience, combined with customers’ business scenarios, current situation and needs, the company formulates personalized solutions for them. At the same time, in order to meet the overall construction needs, some bidding schemes involve software development and the construction of related IT environment and OT environment. After signing the contract, the company organizes relevant resources to complete the work agreed in the contract and deliver software development and related service products to customers.

3. Mode of production and service

Software development business is an independent product and solution formed by the company in the process of years of information service. In order to meet the individual needs of different customers, it provides customers with integrated services such as process combing and improvement, application software design, development, testing, software installation and deployment, training and data migration.

Among them, industrial software development is a product implementation plus secondary development by using existing software products or an application software system customized for industrial customers, including demand analysis, design, development, testing, deployment, trial operation, training handover, acceptance and other project implementation links. For development projects, the customer contract will set up multiple payment nodes related to the project progress, which will enter the warranty period after the project acceptance, and about 5% of the final payment will be paid after the warranty period expires.

Emerging technology software development mainly refers to products and services such as customized software development, data planning, governance, application and overall platform construction provided to customers by applying emerging technologies such as artificial intelligence, big data and knowledge map. In manufacturing customers, such applications are settled by project. After the system meets the requirements through trial operation, it will be accepted, and several payment nodes will be set according to the project schedule. After acceptance, most of the money will be collected, and the final payment will be paid after the warranty expires. In the financial field, due to the independent and controllable requirements of customers in the financial industry, services are usually provided to customers in the form of technical service contracts. According to the contract requirements, the company sends corresponding level and professional development and technical personnel to the customer’s site to provide service responses that meet the customer’s requirements. Provide software development, data operation, data governance or related platform operation and maintenance services according to customers’ needs, and settle accounts according to working hours, usually quarterly or semi-annually.

Operation and maintenance service is to ensure the normal use of the software system and provide professional technical support services for the stable operation of the information-based platform. Generally, the contract is signed annually, and the service is provided continuously during the contract period, and the customer pays according to the time schedule.

System integration business is to conduct technical demonstration, equipment selection, scheme formulation, software and hardware equipment procurement, supply installation and deployment, instrument configuration, data migration and user training according to customer business scenarios. From the purpose, IT can be divided into IT network construction and service, OT network construction and service, and intelligent equipment integration and service. IT network is mainly used for computer system-related applications and services, OT network is mainly used for real-time control of manufacturing and access of data acquisition system and industrial control system, and intelligent equipment integration service realizes intelligent transformation of equipment through equipment integration service, and meets the overall requirements with intelligent production software system. According to the contract, the system integration business will be accepted as a whole after product delivery and joint debugging. According to the contract, part of the payment is usually made after the goods are installed, and the rest is paid after the overall acceptance.

The sales and service of software products means that the company selects and configures mature software product components for customers and provides technical services for customers according to their needs, combined with their software and hardware environments and application scenarios. The typical business scenario is to conduct technical demonstration and platform construction of big data platform selection and provide technical services based on this platform. According to the terms of the contract, this kind of business generally provides services continuously during the service period, and customers make settlement and payment according to the time schedule or service times.

4. Purchasing mode

Because the customer’s demand has obvious personalized characteristics, the company purchases on demand, designs and selects specifications, models, performance indicators and functions according to the customer’s demand, and then orders the required materials from suppliers. The ending inventory of the company is mainly the cost of projects being performed. The materials purchased by the company mainly include computer supporting software and hardware facilities, equipment used for data acquisition and industrial execution control and their installation services. The above-mentioned materials are well supplied in the market, and the price is transparent. The company buys them from the original manufacturer or its designated dealer according to the market price. The purchasing department of the company is responsible for the procurement of materials needed in the project. The company has established the Procurement Management Procedure, which is used to evaluate and select qualified suppliers, and control the purchased products to ensure that the purchased products meet the requirements.

5. Changes during the reporting period and future trends.

At present, the business model adopted by the company is based on the requirements and guidance of the Chinese government for the digital transformation of the industry, taking into account many factors such as the company’s business development, market resources, technology precipitation and development strategy, and the business model formed after years of practice will not change in the short term.

The main reason why the company focuses its own business on the information technology application business direction related to informationization and intelligence is that on the one hand, it is based on its own information technology accumulation, implementation ability and enterprise development background, on the other hand, it is based on the prospect that it will continue to increase its investment in the field of digitalization and intelligence in the future, which can ensure the stability and gradual expansion of market demand. In the industrial field, China, as a big manufacturing country, is still in the initial stage of digital transformation in supporting the information application of the manufacturing industry to continuously improve quality and efficiency, or in the stage of focusing on business digitalization and embedding some digital operations and intelligent application scenarios, which still lags behind the advanced intelligent manufacturing level in the world. In the foreseeable 5-10 years, the government will guide the development direction of enterprises, and will still promote digital transformation to achieve intelligent manufacturing, and promote the overall industrial upgrading and intelligent operation of manufacturing industry. In the financial industry, with the entry of Internet finance companies, the traditional financial enterprises are influenced by it, and their businesses are also obviously based on big data mining and application technology, accurately designing and launching businesses for segmented customer groups, and realizing the mode of precise marketing through various technical means, and the characteristics of online, mobile and digital business are becoming more and more obvious, which also promotes all financial companies to continuously increase their investment in data operation business; In addition, due to the independent, safe and controllable policy requirements,Domestic substitution has also given birth to the financial industry’s increasing demand for domestic hardware, system platforms and tools and software, which will also lead to the need to adapt the application of the original non-domestic platform to the domestic platform.

In addition to providing software development and operation and maintenance services to industry customers, the company also provides customers with system integration, software product sales and services. On the one hand, the business of system integration, software product sales and services is to meet the needs of IT and OT platform construction generated by customers in the process of information project construction, upgrading and optimization, on the other hand, it is also a way for the company to expand incremental customers and enter new industries.

During the reporting period, the company’s business model and its influencing factors have not changed significantly. In the future, in the industrial sector, the company will continue to optimize and iterate product upgrades, use new technologies to further enhance the intelligence of the company’s products, and realize support for industrial clusters and supply chains; In the financial industry, we will seize the business opportunities brought by data application and domestic substitution and promote existing products and services to new customers.

(5) Market position

The company has been deeply involved in subdivided industries for many years, and the industrial software independently developed by the company has gone through a trilogy of development with industry customers from the perspective of empowering customers:

The first stage is to help customers realize interconnection at the manufacturing level. Standardized business processes are established through single application, and the integration of production process control and business information management can realize the interconnection of production execution level and the full cooperation among people, machines, materials, methods and environment.

In the second stage, it helps customers to realize the comprehensive coordination among the business fields within the group enterprise. While continuously improving and optimizing the production process control and management of a single factory (such as MES, ERP, APS upgrade), we will realize the coordination between R&D and production, production and logistics, production and marketing within a group enterprise, and focus on improving the overall efficiency within the enterprise, so as to realize the comprehensive control and integrated cooperative operation of the production and operation factors of the enterprise.

The third stage is the digital intelligent transformation of data-driven and intelligent decision-making. To build a comprehensive digital intelligent enterprise, on the basis of realizing the comprehensive data of business, the original manual decision-making production and operation activities will be changed to decision-making driven by data model, and enterprise personnel will turn to data operation, either to realize new business to expand the business boundary of the enterprise or to realize the continuous management improvement and efficiency improvement supported by data. And realize the interoperability between virtual and reality. Through the deep application of technologies such as artificial intelligence and big data, based on the big data platform, through comprehensive perception, real-time analysis, intelligent decision-making, precise implementation and continuous improvement, the efficient operation of enterprise management can be realized.

At present, all the customers the company serves are in the process of digital transformation and are carrying out intelligent exploration and practice. In view of the differences in products, process equipment, management concepts, management status and information foundation of different customers, their information needs are still in the same overall direction, but the landing details are at different stages. Although Weston products have developed to the third stage, there are still a large number of industrial software requirements in the first stage and the second stage in the customer base. Through years of product accumulation, Weston’s software functions are very modular and versioned, and it can meet the business needs of different customers and different stages by "ordering" and combining with system configuration, so the company’s products have strong adaptability and competitiveness among the customers in the tobacco industry.

对标国际最新生产管控类工业软件，报告期内公司工业软件产品的智能化升级迭代研发正在有序推进，此外，自威士顿创新研究院成立至今，在视觉识别、机器学习、知识图谱、数字孪生、工业机器人应用等领域应用取得了多项技术应用的突破，如基于时间序列的质量追溯、基于人工智能的烟丝入库堆垛机预测性维护和基于知识图谱的智能设备故障诊断、基于机器学习的烘丝桶干头水分预测控制、基于启发式算法的工业出库配载与线路规划调度等。这些研究帮助客户解决和突破了客户实现智能化生产过程中的生产瓶颈问题，相关模型可以嵌入自己开发的工业软件进行集成，使得公司的产品更具备生命力与竞争力。

公司在金融行业内，主要面向大型股份制银行和国家级金融机构提供大数据应用的相关产品与服务。在服务客户的过程中，公司持续将各个不同客户的服务需求进行了汇聚、总结和分析，挖掘用户方对于数据汇聚、管理和应用以及应用保障方面的核心需求，并据此开展了相关解决方案与产品的研发。目前，公司已经形成了一系列具有客户普适性的，行业领先的产品，在同类公司中具有一定的竞争优势。

（六）主要的业绩驱动因素

报告期内，公司主营业务、主要产品及主要经营模式未发生重大变化，主营业务收入占营业收入的比重为99.21%，公司业绩主要驱动因素是公司持续保持研发创新，工业软件产品的智能化程度提升，数据类产品和服务进一步拓宽，报告期内加强业务拓展，客户拓展成效逐步显现，及在此基础上实现主营业务的发展。

二、核心竞争力分析

（一）深耕垂直领域，多年积累形成一定的护城河

在工业领域，公司长期专注于智能制造相关产品的研发和实施，深耕细分市场，形成了以信息化管理与设备自动控制深度融合、多源数据采集、整理、分析应用为特色的智能制造整体解决方案，并在新一轮的数字化和智能化转型的信息化浪潮中，不断升级和发展自身的产品和解决方案，提供涵盖制造运营全流程的信息化产品及服务。在公司服务的客户所在的工业细分领域内，公司已经是该行业内头部企业的核心信息化供应商之一，公司产品适用度高，且业务集中在细分领域，实施人员的经验也可得到复用，能够保障所实施项目的成功，在行业内的信息化领域具有一定的行业知名度和影响力。

公司应用类核心技术主要围绕细分领域客户的具体业务展开，主要包括高级排程模型、质量预测模型、设备健康预测模型、物流调度模型等。该类核心技术应用到相关产品及信息化建设项目中，可以实现生产工艺智能参数优化、产品质量预测以及设备预测性维修等功能。通过业务事件智能感知，结合人工智能关联分析，协同管控生产各条线的智能化保障，包括生产资源保障、动力能源保障、物流保障、设备健康以及工艺保障等，可助力客户防范业务风险，帮助客户提高产品质量与生产效率。

在金融领域，公司提供专业的数据管理信息化服务，从业人员掌握行业领先的数据平台和数据处理与应用技术，将公司形成的数据汇聚、数据血缘关系管理、数据源变更时数据源自动化联结等核心数据产品理念，应用在用户服务现场，提升用户服务效率与用户体验，相比同业公司是公司核心竞争能力的体现。在数据平台监控管理、数据汇聚、数据加工和数据管理业务中，通过将服务内容的知识化，逐步形成了独具竞争力的成熟产品，可以保障按照产品设计理念向金融客户提供现场的数据服务。

公司采取与大数据平台产品厂商合作的策略发展自身的数据类产品和服务，合作厂商Cloudera的CDH、CDP产品目前是行业内应用最为广泛的大数据平台产品，公司是最早获取也是目前国内少数几个获得原厂金牌技术合作认证的合作伙伴之一。由于这类主流的大数据平台产品是基于Hadoop生态系统的产品，公司掌握的技术和产品可以在这类基于Hadoop生态系统的平台产品上应用和部署。

（二）与产业深度融合，具有良好口碑

凭借多年积累，威士顿对客户所处行业的特点有着较为深入的理解，可以为客户提供核心生产经营业务相关的信息化产品及服务。凭借技术及业务的持续创新，公司助力企业提升生产、经营过程中的信息化水平，为信息化与传统产业的深度融合做了有效的探索实践。尤其在细分烟草领域，公司深度参与客户的信息化建设，为企业生产经营改善和战略落地提供了有力的信息化支撑。

公司主要客户均来自于工业和金融业的大型央企和国企，客户资源具有质量高、可信度高、稳定性强等特征。公司一旦进入一个新的客户，通过提供可复制、可借鉴的高质量的产品和服务，可以持续开展服务，一方面将公司更多的产品与服务推向客户，另一方面依托多年的项目实施，各系列的软件产品落地，以及公司产品与产业深度融合，助力客户提升生产、经营的数字化、网络化、智能化水平，让客户取得了良好的社会效益和经济效益。

（三）长期培养形成复合型技术人才，具备专家品牌

在威士顿所处的软件与信息技术服务业，人才是公司重要的核心竞争力。公司始终高度重视且科学规划人才队伍建设，培养了一大批专业知识匹配、管理经验丰富的高素质复合型人才，形成了稳定、专业、行业经验丰富的管理团队。公司的核心技术人员，毕业于包括复旦大学、上海交通大学、同济大学、日本明治大学等国内外知名高校，具有丰富的学术理论基础，对行业前沿技术有深刻理解和掌握，具有丰富的开发和实施经验。

公司提倡匠心精神，通过长期的研发和生产积累，凭借有竞争力的产品和成功实施案例，不断扩大业务覆盖区域。通过长期培养“行业专家+技术专家”而积累形成的复合能力及由此构筑的竞争壁垒形成了企业竞争的护城河。

公司技术与研发人才梯队完整，人才引进、培养、激励、留人机制健全，坚持内部培养与外部引进相结合，在业务实践中持续培养了大批既精通专业技术又具备行业业务经验的复合型人才，通过员工晋升通道、制定职业生涯规划，为人才提供具有个人价值提升的事业平台及有成就感的职业生涯，研发动力充足，创新氛围浓厚。

公司在向客户提供服务的过程中，始终坚持专业技术人才深入用户一线了解实际应用场景需求，加速技术与应用适配的专家人才培养模式。公司在与客户沟通过程中，安排的专家人才，往往是既熟悉前沿技术，又熟悉客户行业发展方向，同时又充分了解应用场景的复合型人才，往往能够促成与客户方的进一步深入合作。

（四）核心软件产品，自主研发、安全可控

MOM、ERP等工业软件是承载制造业企业管理流程与管理模式的载体、是实现精细化的过程管控、实现全面业务数字化管理的基础。虽作为制造业大国，但是国内的工业软件市场还是被GE、西门子、罗克韦尔、SAP、Oracle、达索等国外公司的软件占据了绝大部分的份额。近年来，国家从工业安全的角度一直在引导整个工业软件转向国产化软件的方向，大型制造业企业核心工业软件的国产化是大势所趋，威士顿应用自身在工业领域的知识沉淀，结合了实际工业生产经验，借鉴了早些年应用国外工业软件的经验，将工业企业的流程、机理、模型、组织等进行了总结与开发，形成了自身的工业软件产品。并在核心的MES、PLM等业务领域，成功的帮助客户逐步实现了国产化的替代，不仅解决了国外软件可扩展性较弱、服务跟不上的问题，还为客户降低了软件的采购和实施成本。国产替代后的系统经过多年的运行验证，各项性能指标均能达到客户要求，具备较好的稳定性、安全性和可扩展性。

在人工智能、大数据、云计算、物联网等新兴技术领域内，威士顿应用自身的技术优势，利用对制造业和金融业领域应用场景熟悉的优势，第一时间开发出了以这些技术应用为核心的自主产品，包括无序分拣机器人、基于设备运行状态的运行维护、数据门户管家、星河系列数据产品等等，完全具备自主可控的信息安全要求。

（五）长期自主研发，持续积累技术储备

多年发展历程中，公司始终坚持自主创新，在稳健经营的过程中，持续对前沿信息技术跟踪和投入。经多年持续投入研发和项目实施，公司紧跟行业技术的发展趋势，具备较为成熟的技术基础与研发实力。公司参与起草及制定了两项国家标准。报告期内，公司的核心工业软件产品入选2022年上海市工业软件推荐目录，新增软件著作权登记9项，截至报告期末，公司获授5个发明专利，2个实用新型专利，登记软件著作权115个，发表专业论文1篇。

公司长期耕耘工业领域，在细分领域形成了一系列工业机理模型嵌入在工业软件产品中，例如，高级排程算法模型、生产过程质量预测模型、设备健康性预测模型、物流调度模型等。另外，随着软件整体设计理念的进步，软件产品的设计理念也在持续的发展和进步，公司已经将原有的基于SOA的产品框架，进行了相应的重构升级，形成了基于微服务和前后端分离设计理念的整体开发技术架构。

公司核心算法模型与组件的创新性体现如下：

威士顿高级排程算法模型，围绕企业的产品工艺路径、工厂工艺装备链路、工厂生产布局模式、设备的工艺能力、生产组织模式、产品生产与组装定义、生产成本模型等等可能影响生产排程的关键因素，综合运用线性规划、分支定界、遗传算法和启发式算法，建立起适用于特定行业复杂工序的排程算法，实现了有限产能条件下的交期预测、产能平衡、成本控制，制定详细到加工中心颗粒度的生产任务，确保生产过程中人、机、料的合理配备和衔接，从而提高生产效率和柔性应变能力，发挥最大生产能力。

无序分拣算法模型，基于卷积神经网络（系机器学习的一种模型，通过参数共享等方式，能够以更小的计算量，更快、更高效地进行机器学习）、随机森林（系机器学习中的一种算法模型，用大量的随机数据，构建“决策树”的训练方式，从而提升机器决策的准确性）和机器视觉的混合网络技术，结合工业机器人控制技术，经过大体量样本数据的学习训练，并通过模拟实际生产环境下的试验，对算法模型反复优化调整，成功研发出可适用于工业原料无序分拣过程的智能机器人。

质量预测模型，对设备运行中的过程数据运用筛选降维、相关性分析、数据对齐等技术进行清洗，应用各类算法（GBDT、LSTM、Lasso算法）建立包含人工干预信息的质量预测模型和用户操作模型，最终构建形成了可用的产品质量预测模型，实现对产品质量波动趋势的分析，从而指导质量控制调节。

物流调度模型，对应多地多工厂生产过程中，结合生产任务安排，在多仓储组织之间进行物流调运，并考虑运输过程中的物流成本，运输路况等因素，形成的快速高效进行生产物流调运保障的算法模型，以在最优成本的前提下保障生产物料的即时供应。

知识图谱，通过数据模型，构建庞大的“知识”网络，包含物体构成的“实体”以及它们之间的“关系”，图文并茂地展现知识方方面面的，让人们更便捷地获取信息、找到所求。其核心是将人与知识智能地连接了起来，让人智能获取知识。主要借助NLP技术将蕴含在非结构化中实体、对象、内容等信息抽象为一个个的节点对象，通过知识的抽取、融合、知识推理、知识更新，并用通过图型方式进行展示，让人快速获取相关知识。

数字孪生，是应用3D建模、物联网、虚拟仿真等底层技术，将物理世界的实体对象映射到计算机虚拟世界中的一种融合技术。它通过以虚拟模型映射物理世界实体对象、实现虚拟模型与物理模型实时互通互动、以及在虚拟世界中进行仿真生产、运行等，使得数字孪生能够为实际的物理世界的管理、运行、监控、预测发挥可视、集中汇聚、模型预测仿真等功能。在提升管理效率的同时，也可以实现降低物理世界实际测试成本的功能。

（六）稳定的行业客户资源及示范效应优势

公司以“为客户提供有价值的产品与服务”为发展根本，在所从事业务领域内，能够快速的将最新的技术，应用于客户亟需解决的实际问题或者用于客户的管理与运营改进之中，使技术发展真正助力客户业务的发展，在其提升效率、降低运营成本过程中起到作用，将技术能力在产业中变现。

公司在二十多年的发展历程中，以掌握的专业技术能力和对行业深入理解和洞察，持续的为烟草工业和金融等行业客户提供满足其特定需求的信息化系统解决方案及相关产品与服务，使客户在与供应商合作过程中，大大降低了沟通管理成本，获得了双赢的良好结果。众多成功应用案例和拳头产品在行业内形成了良好口碑和客户信任度，使公司与业内众多有影响力的优质客户形成了长期合作关系，形成了较强的客户资源优势和用户粘性。公司服务客户皆为细分领域的头部客户，为公司开拓新的客户提供了良好的示范效应。

（七）融入生态，与生态内的厂商保持良好合作

近年来公司高度重视渠道资源和产业生态培育和建设，积极加强同IT业界头部企业的广泛合作，积极的融入华为、阿里等国内新兴IT领军企业的生态，已经获取相应的能力认证与合作资质，核心产品能够部署运行在华为、阿里的云平台之上；公司的产品也进行了其他国产化的适配与测试，能够在国产化的主流服务器、数据库和中间件之上稳定运行，满足目前国产化的整体要求；同时也在持续与Intel、Cloudera、微软、英伟达等国外厂商保持良好合作关系。公司的产品在这些国内外公司的软硬件平台上通过了测试与运行验证，为客户选择公司的产品提供了基础的信任保障。

（八）经验优势和管控优势，保障项目交付，有效控制实施成本

威士顿作为专业的软件产品和服务提供商，经过多年的发展，在细分领域积累了一系列成功案例，培养了专业化的开发实施团队，在细分行业具备一定的品牌影响力。公司以其丰富的行业经验助力工业领域客户的数字化转型和智能化升级，在制造运营管理、企业资源管理、数据管理等产品领域具备大量成功实施案例。

公司通过在行业中长期积累的项目实施经验，获得了一批与开展相关业务的相关资质，如CMMI5级评估认证和ISO20000IT服务管理体系认证等资质。其中，CMMI即软件与集成能力成熟度模型，是全球最先进和科学的软件工程管理模型与方法，是衡量软件企业能力成熟度和项目管理水平的权威标准。CMMI5级

是最高等级的认证，也是目前世界范围内针对软件能力成熟度最权威、级别最高的评估之一。CMMI5的成熟度规范模型的应用，是公司对项目管控、实现产品和服务高质量交付的重要保障：

三、公司面临的风险和应对措施

（一）营业收入的季节性波动风险

公司所处行业具有一定的季节性，下游客户的信息化采购和项目验收及回款具有一定的季节性波动。客户通常在上半年对当年的实施的信息化系统立项、采购和实施，项目验收和结款相对集中在第四季度，受此影响，公司的营业收入也表现出相应的季节性波动特征，下半年收入比重通常高于上半年，公司收入存在季节性波动风险。上述情况符合公司业务特点以及行业特征。

公司将按行业发展规律，积极参与行业客户的商机沟通及招投标活动，稳步推进在建项目的实施进度，确保项目验收和交付，预计下半年度的新签合同及营业收入较上半年将有明显提升。

（二）人力成本增加带来的业绩下滑风险

公司所处行业是一个技术知识、人力资本密集型行业，公司软件开发和运维服务业务最主要的经营成本就是人力成本，占该类业务成本超过60%。近年来，国内人力成本总体呈现上涨趋势，行业内对于人才的需求竞争推高了高端人才的整体薪酬水平。如果人力成本上涨过快，将使公司业务面临毛利下降风险，削弱公司整体盈利水平。

公司历经多年打磨的开发平台，降低了对开发人员的要求，同时公司正逐步集成Copilot开发类大模型工具，提升技术人员的开发效率，有望减缓人员总数及薪酬增长带来的成本上升压力，促进毛利率水平保持稳定。

（三）业务拓展存在不确定的风险

新区域和新应用领域的拓展将对公司的技术实力、产品质量、服务能力以及综合管理提出更高的要求，公司在拓展新的市场过程中势必将投入更多的资源，但能否成功获客存在一定的不确定性，这将给未来经营带来一定风险。

公司一方面持续投入研发，在对现有工业软件进行智能化升级的同时，还围绕工业视觉、机器学习等AI新技术解决客户实际生产场景中的瓶颈问题，通过“咨询+软件+科技研究”的方式奠定公司的竞争优势，另一方面，在拓展业务的过程中有的放矢，紧紧围绕公司的优势业务领域开展，如卷烟的技术研发、生产、物流等，以及金融行业基于大数据平台基础上的数据服务领域。

（四）业务及订单下降的风险

随着客户企业管理要求的提升、业务流程的变更使对工业软件的需求也会相应变化，同时新技术的兴起对各行各业也产生了颠覆性的影响。且应用软件行业发展迅速，技术迭代快，如公司无法紧跟客户的需求变化，或不能持续准确地把握技术、产品、市场和行业的发展趋势，不能及时将新技术运用于产品开发和升级，则公司未来持续发展经营将会受到一定程度的不利影响。

公司通过研发和实施项目的联动，确保产品贴近需求和市场，同时保持开放心态，与相关厂商、生态友商、研究机构、行业协会技术等建立合作，资源共享技术互助，以此保持技术迭代更新。公司将充分利用募集项目资金，保持产品持续迭代升级，通过提高产品智能化程度，加强产品竞争力的同时，加大市场推广和拓展，让产品触达更多客户。

（五）行业政策变化风险

公司业务发展受国家对软件行业支持性政策及行业发展趋势的影响，同时受客户所处行业的信息化发展政策和规划影响。受益于智能制造、工业4.0等信息化行业发展趋势、国产化替代，以及行业信息化和智能化发展等因素的影响，公司业务发展较为顺利，业绩稳步增长。如果未来相关行业对软件行业的支持政策或支持力度发生变化，将会对公司未来的经营业绩造成一定程度的影响。

公司将对政策保持关注，及时了解政策变化的动态，分析政策变化对企业的影响，可快速制定相应的应对措施。同时在两到三个行业进行业务拓展，降低对单一行业的依赖，分散风险。

（六）核心团队流失的风险

软件行业属于技术知识、人力资本密集型行业，技术人员尤其是核心技术人员对公司的产品创新、持续发展起着关键作用。但公司所在的信息化行业普遍面临人才短缺，人员流动较为频繁的状况，未来公司是否能保持核心技术团队的稳定，构成了公司经营过程中潜在的人才风险。

公司建立了比较完善的人才管理体系，采取了一系列吸引和稳定技术人员的措施，包括核心人员股权激励、保持技术人员薪酬竞争力、提高福利待遇、提供培训、创造良好的工作和文化氛围等，在保持现有核心技术团队稳定的同时，也在市场招募和补充吸纳新鲜血液，形成人才梯队培养机制，为公司发展储备和培养所需的技术和管理人才。

四、主营业务分析

报告期内公司项目推进、交付和验收情况良好，公司实现营业收入12,385.23万元，毛利4,579.90万元，较上年同期分别增长6.59%和7.91%。公司利润主要来自于软件开发及运维服务业务。报告期内软件开发及运维服务收入和利润均有上升，实现软件开发及运维服务收入6,625.87万元，毛利3,853.16万元，与上年同期相比，分别增长了10.73%和9.86%。系统集成及软件产品销售及服务实现收入5,661.92万元，毛利727.11万元，与上年同期相比，收入上升1.68%，毛利下降1.25%。

报告期内来自工业客户的收入8,467.37万元，同比下降1.27%，来自金融行业客户的收入3,820.42万元，同比上升28.37%。公司近年来加大数据类业务在金融行业的拓展，加之金融客户的软件业务大都定期按实结算作为收入确认依据，相较于工业客户的软件业务以项目终验时点确认收入的模式，金融客户从新签合同到收入结算周期较短，因此金融客户收入在报告期内的增速较为明显。

公司根据自身发展的战略布局和客户所处行业的发展趋势，积极推进业务拓展，在上海、湖北、江苏、广东、浙江、河南、黑龙江、贵州等地组织资源投入，参与客户新项目的方案规划和论证，探索新技术应用的创新项目应用落地，随着拓展步伐加大，公司报告期内销售费用有较大幅度上升，主要是职工薪酬、业务招待费和差旅费增加所致。

上半年公司获得了海丰航运智能仓储集装箱堆场项目、某中烟公司PLM项目、二维码管理、智能车间管理、数字化生产计划管理应用、生产层数据类采集及应用及金融行业客户的大数据平台集群管理及数据开发等合同。报告期内新签合同7,700.92万元，较上期下降14.15%。其中工业客户新签合同5,519.60万元，同比上升7.32%，金融客户新签合同2,181.33万元，同比下降43.01%。金融客户新签合同下降主要是金融行业客户部分大项目的招标在报告期末尚未完成。预计2023年全年的新签合同与往年相比保持稳定态势。

产品研发方面，公司围绕大数据的运维、开发服务，研发一系列工具产品，在大数据智能管理门户基础上，开发数据服务工作平台、数据质量监控平台等。工业方面，在人工智能领域持续进行技术应用探索和研究，加快提升核心工业软件产品的智能化升级，同时对产品进行云化解构，构建“威士顿云MES+华为云”的行业解决方案。报告期内公司加大研发投入，研发费用较上期增加10.94%。报告期内公司发布了9项软件著作权，新提交发明专利3个，外观设计专利3个。

In daily driving, we always hope that every trip will be safe and smooth, but occasionally we will encounter some unexpected situations, such as brake failure. At this moment, calm and correct countermeasures have become the key to protect our lives. Today, let’s discuss in depth. When the brakes suddenly fail, the four crucial steps, even if they are rote, must be kept in mind, because they may be your "life-saving straw" in an emergency.

Step 1: Alert the surroundings to ensure a safe space.

Once the brake failure is detected, the first task is to warn the surrounding vehicles. Turn on the double flashing lights quickly, just like the banner of "pay attention to me" held high in a busy street, telling other drivers: "There is something wrong with my car, please keep your distance!" At the same time, honking the horn for a long time is the most direct distress signal at the moment, although the harsh sound is not pleasant to the ear. This series of actions is like fighting for precious reaction time and space for yourself.

Step 2: Cut off the power and use inertia to slow down.

Next, choose the appropriate deceleration mode according to the road conditions. On flat or uphill roads, whether it is a manual or automatic transmission vehicle, the power output of the engine can be cut off by putting it into neutral. This is like loosening the tight string and letting the vehicle slow down slowly by its own inertia.

At this point, hold the steering wheel tightly with both hands to keep the vehicle stable, and then slowly pull the handbrake, paying attention to "slowly" to avoid sudden braking and causing the vehicle to get out of control. For the electronic handbrake, continuous pulling is the key to make the system understand that this is not a misoperation, but a real braking demand.

Step 3: Downhill section, use low gear to reverse drag.

The situation is even more complicated if the brakes fail on the downhill section. When going downhill, gravity will accelerate the vehicle forward. If you directly put in neutral, the vehicle speed may rise instead of falling, and the risk factor will increase greatly. At this time, it is particularly important to use the braking function of the engine. Manual gear vehicles can be lowered into low gear in turn, and the high speed of the engine is used to reverse the vehicle to slow down; Automatic transmission vehicles need to switch to manual mode (M gear), and also downshift step by step, and gradually reduce the speed with the hand brake. Remember, this is a contest with gravity, and every step of the operation needs to be cautious.

Step 4: In extreme cases, use physical friction to slow down.

If none of the above methods can effectively control the speed, then more extreme measures must be taken. Look for fences or guardrails on both sides of the road, use the side of the car body to rub gently, and slow down the speed through physical friction. This step sounds thrilling, but it is a last resort.

Remember, it’s a "light rub", not a frontal impact, because the impact of a frontal impact is enough to cause serious consequences. Keep rubbing until the vehicle comes to a complete stop.

Conclusion:

Brake failure is a nightmare that every driver doesn’t want to encounter, but mastering the correct countermeasures can save the day at a critical moment. These four steps are not only a test of technology, but also a tempering of psychological quality. Remember, calm, decisive and correct operation is the attitude that every driver should have when facing an emergency. So, in the face of such an emergency, have you got a plan? Will you make the right response at the first time? Driving safely, starting from me, makes every trip a journey of peace of mind.

　　These days, with the approach of the National People’s Congress and the announcement of GDP growth targets in 2024,China’s economic prospects this year.The discussion has become much more.

　　But Tan Zhu also noticed that, for example, "China’s economy peaked"confuse the publicThe voice, mixed in the discussion.

　　Everyone’s discussion about China’s economy needs to be answered. If you want to answer this question, you mustCorrect understandingThe development of China.

　　Master Tan also wants to talk about his own understanding of China’s economy.

　　In today’s globalization, China’s economy is more placed inIn the context of the worldTo discuss.

　　Since China becameThe world’s second largest economySince then, the ratio of China’s GDP to that of the United States has always been the focus of discussion.

　　In 2023, this figure was somewhat higher.descendSeeing this change, combined with the United States’ high-tech field in China in recent years,Blockade and suppressionMany people think that China’s economy is going under pressure."downhill"Yes.

　　In fact, is that right?

　　Let’s first return to this numerical indicator itself and do it.Accounting of total GDPIt also involves factors such as prices and exchange rates.

　　Let’s talk about prices first. When countries do gross GDP accounting, they useNominal GDP calculated at current local currency priceThis needs to be considered.priceThe factors. In the past three years, the United States has adopted radical fiscal and monetary policies, resulting inThe United States is caught in high inflationSituation, this alsodrasticallyIt has raised the nominal GDP scale of the United States..

　　Take 2022 as an example. In 2022, the CPI and PPI of the United States were respectively year-on-year.Growth of 8% and 16.5%In contrast, in 2022, China CPI and PPI were respectivelyUp 2% and 4.1%. Among them,"Gap" in Numerical Calculation, you can imagine.

　　But the growth of GDP, in the final analysis, mustSolve the problems of our own peopleThe American people have the most say in making their own people have a sense of gain and happiness. Under high inflation, whether such growth has a sense of gain or not — — Recently, the United States entered the election cycle.Inflation problemIt is still one of the most concerned topics for the American people.

　　The monetary policy and fiscal policy of the United States will always be adjusted. Looking at it in a long period, the current fiery heat isTemporary and phased.

　　In addition to prices, we also need to consider when comparing economic aggregates.exchange rate— — The comparison of China-US economic aggregates should be based on the scale of China’s GDP denominated in RMB.Convert into dollars.

　　In the past two years, the United States has entered a new cycle of raising interest rates. From March 2022 to July 2023, the Federal Reserve hasRaise interest rates for 11 consecutive times, the cumulative rate hike is up to525 basis points, yesFor more than 20 years,United States of AmericaSteepalsoThe most radicalA rate hike.

　　Interest rate hikes usually bring about a net inflow of international capital.Push up the dollar exchange rate. The RMB exchange rate is from March 2022.US$ 1 to RMB 6.3 yuan, came to today’sUS$ 1 is about RMB 7.1 yuan.. The exchange rate is also objective.LalaThe calculation of the "gap".

　　These are all factors to be considered when comparing the economic aggregates of economies.

　　Not long ago, The Wall Street Journal reported that in 2008, the economies of the United States and the euro zone.On a comparable scaleBut now, the economy of the United States is almost that of the euro zone.2 times. The Wall Street Journal used this data to prove that the American economy is better than the European economy.

　　This report was criticized by American economist Krugman, who said that this is mainlyThe euro depreciated against the dollar.The result of — — In 2008, the exchange rate of the euro against the US dollar reached its highest level.1.59In 2023, this number has depreciated to1.05.

　　It stands to reason that such factors should also be considered when comparing the GDP between China and the United States. But interestingly, after seeing the phenomenon that the ratio of China’s GDP to that of the United States has declined, Krugman wrote this in another article of his own:

　　China’s economy is in serious trouble.

　　When discussing other economies, consider other factors objectively. When discussing China, it means that China’s economy will collapse and "peak".

　　In fact, this is not just Krugman’s voice.

　　Looking back at earlier history, the first concept that was hyped up was"middle income trap".

　　Around 2010, a World Bank report pointed out that in 1960101 middle-income economiesBy 2008.There are only 13Become a high-income economy, the rest of the countries and regions continue to stay in the middle-income stage, and some even fall to low-income economies. Therefore, economists put forward the concept of "middle income trap".

　　At the same time, China’s per capita GDP reached.Above-average level, andKeep it around 7%The steady growth rate.

　　In this regard, some people began to speculate whether China will also fall into the "middle income trap". China’s economic data are compared with those of Brazil, Argentina and other countries.

　　At that time, these people caught a node,The global economic situation is in a downward cycle.— — Because a large part of the countries caught in the "middle income trap" are becauseUsed to rely on exports.In the period of slowing global demand, it naturally appears.Slow or stagnant growthThe phenomenon.

　　When this narrative is applied to China, it becomes that China’s success was due to the downwind. At present, China is in aNew supercycleAnd this is aDownlink cycle.

　　Specifically, in the past, China’s economy was on the cusp of globalization. Now, the cusp has disappeared. The higher China stood before, the worse it will fall.

　　The fact is, in the same year that the "window" of hype globalization disappeared,China has become the world’s largest trading country in goods., has also becomeThe firstTotal trade in goodsMore than $4 trillionThe country.

　　Subsequently, China used development to make the narrative of the "middle income trap" gradually weaken. With these years of development, we haveClose to the threshold of high-income countriesThe trap didn’t stop us from moving forward.

　　But at the same time, the new narrative, againIn the same routineBe fired. China wants to talk to Indian.Specific population, and the United StatesSpecific total quantity, and VietnamSpecific growth rateThe conclusion of each comparison is that China’s economy will "peak".

　　What is the purpose of this comparison?

　　After searching for keywords such as "China economy" and "peak", Tan found the main proponent of "China’s theory of economic peaking".

　　One is Hal Brands of Johns Hopkins University in the United States, and the other is Michael Beck Leigh, a professor at Tufts University. Their status in the university isPolitical scholarThere is no background in the economic field. On the contrary, both of them have.existThe US Department of Defense and the National Security Department serve or provide advice.Experience.

　　Michael used a geopolitical concept — —"peak power trap" (peaking power trap)To annotate "China’s economic peaking theory". Michael’s intention is to compare China with other great powers in history, and then make the deduction of "peaked decline".

　　Obviously, the purpose of comparison is to say that China will become the "risk" of the world. No matter what kind of data, as long as it can demonstrate that China’s economy "peaks", it will beAmplified propagation, can be used as "evidence" that China will bring "risks".

　　Of course, it is easy to be "slapped in the face" in the way that China’s economy is degraded by a single data. Tan Zhu also found that some people are comparing related narratives through data, which meansThe logic behind itIt is more worthy of our further study.

　　Some current indicators and trends of China’s economy are similar to those of a certain country. The implication is that China also needs to face the problems faced by this country — — China needs to step on the pit that others stepped on again.

　　After searching and analyzing the related expressions of "China’s economic peaking theory", Tan found that,Overseas social media, is an important part of the communication link of "China’s economic peaking theory".

　　Among them, the discussion trend of "China’s economic peaking theory" on overseas social media platform "X" (formerly Twitter) and overseas social forum Reddit and the trend of foreign media reporting "China’s economic peaking theory",Basically consistent.

　　Last January and September.It is these two platforms that sing down China’s economic discussion.The densestIn January, after analyzing the relevant contents, Tan found that,Real estate related topics, accounting for its production of China’s economic-related "point of view"40%, accounting for the most.

　　Among them, the most mentioned is to associate China real estate market with Japanese and American real estate markets, saying that China is experiencing."real estate bubble".

　　As a national economymainstay industryWhether the real estate industry can develop healthily is related to whether a country’s economy can run smoothly.

　　Take Japan as an example. After the bursting of Japan’s real estate bubble, it brought Japan not only a consequence of the sharp drop in asset prices, but also the Japanese economy failed to improve under the stimulation of fiscal policy and monetary policy, and the whole society seemed to also.Lost the "heart".

　　In this regard, Jin Ruiting, director of the Foreign Economic Research Institute of the National Development and Reform Commission, told Tan Zhu that on the one hand, due to factors such as the rigidity of Japan’s economic and social system and the lack of young people’s willingness to promote, Japanese societyConsumption vitality is shrinking day by day. On the other hand, Japan is highly dependent on the United States in politics and security.Aggressive trade warJapan can only make concessions step by step, resulting in serious losses to the national economy, and advantageous industries are making concessions step by step.Lose competitiveness.

　　Obviously, foreign media want to ruin China’s economic prospects by constructing the narrative that Japan is a lesson for China.

　　In fact, is this really the case?

　　China is still inThe later stage of the accelerated development of urbanization, still hasStimulating domestic demand with urbanizationJapan and China have a large space, whether it is market size or economic potential, or the ability to actively respond to and actively shape the external development environment.Large gapAnd, just sayreal estate industryThe situation in China and Japan is not the same.

　　Is China really experiencing the bursting of the real estate bubble?

　　Not long ago, Gao Shanwen, an academic member of China Financial Forty Forum (CF40) and chief economist of SDIC Securities, shared his views. He said that he also noticed that the view that China is experiencing the bursting of the real estate bubble is very popular at present, but after further careful analysis of the data, he believes that many aspects of this view.Worth further scrutiny..

　　Gao Shanwen analyzed the bursting process of real estate bubbles in Japan, the United States and other countries from two aspects.

　　The first group isThe proportion of real estate investment in GDP.

　　｜｜Before the bubble, the proportion of Japanese real estate investment in GDP was8%In the process of foaming, this dataUp to 11%After the bubble burst, Japan spentFor more than 10 yearsEliminate the problem of oversupply, and finally make real estate investment a proportion of GDP.Maintain at around 6.5%.

　　｜｜Before the bubble, the proportion of American real estate investment in GDP was8%In the process of foaming, this dataRapid riseAfter the bubble burst, the United States spentNearly five years., the proportion of real estate investment in GDPMaintain at around 7%.

　　The second group is the transaction volume of second-hand houses.

　　No matter the United States, Britain, the Netherlands or Spain, these countries all appeared after the bursting of the real estate bubble.The phenomenon that the transaction volume of second-hand houses has shrunk dramatically.— — In the process of foaming, the demand has beenBe overdrawn. And this shrinkage is generally inAbout 50%, and willFor five or six years.For a long time

　　Gao Shanwen believes that China’s housing market is experiencing.Revision of priceInstead of the bursting of the bubble. The so-called bubble refers to a large amount of speculative demand pouring into the market for a period of time, which will lead to an abnormal expansion of supply. After the speculative demand disappears, the enlarged supply will form a surplus.

　　It is worth noting that there is no obvious oversupply in China. The peak of China’s real estate investment in GDP appeared in 2013, and since then,The proportion of real estate investment has dropped rapidly.By 2024, it may fall toAbout 5.5%.

　　From the transaction volume level, the bursting of the real estate bubble will lead tospeculative demandsDisappear, part of itNormal demandOverdraft will also disappear, so the transaction volume will shrink rapidly. After trading volume bottoms out, it often takes a long time to recover.

　　The situation in China is somewhat different. According to the data publicly disclosed by the government, the transaction volume of second-hand houses in China in 2023 isObvious amplificationYes. This is in line with the market adjustment in most cases when the bubble bursts.Very different.

　　Regarding the situation of the real estate market in China, Dong Jianguo, Vice Minister of Housing and Urban-Rural Development of China, said that from the structural analysis, the contribution of real estate to the macro economy,From incremental pull to stock drive. The increase in the proportion of second-hand housing transactions has a limited effect on upstream industries such as cement, steel and building materials, but it can drive furniture, home appliances and home improvement.Downstream industry development.

　　Tan Zhu noticed that recently, the local two conferencesFrequently mentioned"Trade-in" and actively cultivate new consumption growth points such as smart homes.

　　On February 23, at the fourth meeting of the Central Financial and Economic Committee, we also studied the trade-in of traditional consumer goods such as household appliances.Promote the trade-in of durable consumer goods..

　　These measures are also carried out on the basis of grasping the new situation.New adjustment.

　　During the adjustment period of China’s real estate industry, new opportunities are also brewing.

　　To make a simple analogy, the pull of real estate on upstream industries is more like"disposable"Yes, after all, cement and steel will not iterate, but products such as smart home will, and manufacturers will continue to research and develop with the proceeds.Update iterationOwn products. On the one hand, this willCreate more jobsOn the other hand, this will allow consumers toCheaper priceUseBetter products.

　　Obviously, it is untenable to directly infer a simple conclusion: the real estate market in China will be the same as that in Japan.

　　From the comparison of data to the comparison of development stages, "China’s economic peaking theory" seems to be only "China’s economic collapse theory"The latest statement.

　　Is the purpose of advocating "China’s economic peaking theory" just to sing down China’s economy?

　　The Loy Institute of the United States, which made an economic endorsement for China’s economic peaking theory, once published a report, whichpredictBy 2050, the average annual growth rate of China’s real GDP will beDown to 2%-3%.

　　The report mentioned such a sentence,of course，It does not rule out the possibility of up to 5%.

　　So, what are the conditions of this "possibility"? The brief summary isChina economic systemWhether it is "westernized".

　　Obviously, the ultimate goal of "China’s economic peaking theory" is to compare the advantages and disadvantages of the economic system, thusChange China’s economic system..

　　Seeing this, we can already understand. Compare to compare, is to let usLose yourself.

　　Some think tanks have analyzed the "China’s economic peaking theory" from a narrative perspective. Tan found that one of the important narratives is to question China’s economic recovery by using the dichotomy of focusing on investment or consumption.

　　In practice, what is our logic?

　　Wang Qing, chief macro analyst of Oriental Jincheng, shared such a set of data with Tan Zhu:

　　In January this year, household loansAn increase of 980.1 billion. Among them, short-term loans increased by 352.8 billion yuan, and medium-and long-term loans.An increase of 627.2 billion yuanAnd maintained the momentum of steady growth.

　　Generally speaking, new loans from households reflectResidents’ willingness to consume and the recovery of consumption. This set of data is enough to illustrate the motivation of consumption.Not weak.

　　Specific to the data of medium and long-term loans, it reflectsLonger-term demand.

　　Wang Qing analyzed that the new credit in the medium and long term is concentrated in residents’ business loans and medium and long-term consumer loans. Among them, the most concentrated one isAutomobile consumptionBecause automobile consumption has always been a main force of medium and long-term consumer loans.

　　Car sales in January2.439 million vehicles,Year-on-year growth of 47.9%. And the medium and long-term automobile consumption demand, to some extent,Drive short-term travel consumption.

　　Six days before the Spring Festival this year, the per capita expenditure of tourism in Henan and Inner Mongolia was higher than that in 2023.Increase by 14.4% and 35.5%The per capita expenditure of tourism in Henan is higher than that in 2019.An increase of 6.4%.

　　And travel by car, become the absolute mainstream mode of travel. During the Spring Festival, self-driving travel accounts for the proportion of highway personnel flow91.4%In the first 20 days of Spring Festival travel rush, the average daily passenger trips of non-operating passenger cars on highways also increased significantly compared with 2019.

　　The reality is that China’s consumption potential is still huge in the short term or in the medium and long term. In 2023, the contribution rate of final consumption expenditure to China’s economic growth reached.82.5%.

　　What supports China’s consumption is not relying on the logic of "throwing money" in the United States and the West, but insisting on structural reform on the supply side, optimizing supply and expanding effective investment at the production end while trying to improve the income and social security level and improve the consumption environment.　

　　For example, the automobile field represents the medium and long-term consumption potential. In the past year, investment in automobile manufacturing increased year-on-year.19.4%It is much higher than the overall growth rate of manufacturing investment. Against this background, the automobile production in January was 2.41 million, a year-on-year increase.51.2%.

　　Behind the increase in output is more employment and income, which will also enhance consumption power.

　　Investment and consumption are not only "either-or" choices, but can be balanced. 　 　 　　

　　Yu Yongding, a member of the China Academy of Social Sciences, mentioned that investment has a dual role.Investment not only stimulates economic demand in the short term, but also is the source of future economic growth..

　　Our confidence in China’s economy does not come from comparing with others, nor from whether it is consistent with others’ logic, but fromWe have our own way of solving problems..

　　The way that conforms to your own reality and can solve your own problems is the way you should stick to it.

　　We know that China’s economy has to face many difficulties and challenges, but we have experienced so many difficulties and challenges in these decades. We have been developing in the process of struggling with all kinds of difficulties.

　　Climbing over the hill, facing problems and solving them are our confidence in China’s economic development.

On July 11th, the Comprehensive Department of National Energy Administration announced the bidding results of state subsidies for photovoltaic power generation projects in 2019. It is planned to include 3,921 projects in 22 provinces (autonomous regions and municipalities) such as Beijing and Tianjin in the scope of state bidding subsidies in 2019, with a total installed capacity of 22,788,642 kilowatts, including 366 ordinary photovoltaic power plants with an installed capacity of 18,123,316 kilowatts and 3,555 industrial and commercial distributed photovoltaic power generation projects. After the projects are connected to the grid as required, they will be included in the scope of national bidding subsidies according to policies and enjoy state subsidies.

The original text is as follows:

The Comprehensive Department of National Energy Administration announced the photovoltaic power generation in 2019

Notice of the bidding result of the national subsidy for the project

Guoneng Zongtong Xinneng [2019] No.59

Development and Reform Commissions of all provinces, autonomous regions and municipalities directly under the Central Government (Energy Bureaus), regulatory agencies dispatched by the National Energy Administration, State Grid Corporation, China Southern Power Grid Corporation, Inner Mongolia Electric Power Company, and National Renewable Energy Information Management Center:

According to the Notice of the National Energy Administration on Matters Related to the Construction of Wind Power and Photovoltaic Power Generation Projects in 2019 (Guo Neng Fa Xin Neng [2019] No.49), on the basis of organizing projects and reviewing and reporting by the energy authorities of various provinces (autonomous regions and municipalities directly under the Central Government), the Bureau organized and carried out the bidding ranking of state subsidies for photovoltaic power generation projects in 2019. The bidding ranking results and relevant requirements are hereby notified as follows.

First, following the principle of fairness and justice, the National Renewable Energy Information Management Center is entrusted to review and bid for the projects reviewed and declared by the provincial energy authorities, and Beijing, Tianjin, etc.3,921 projects in 22 provinces (autonomous regions and municipalities) were included in the scope of national bidding subsidies in 2019, with a total installed capacity of 22,788,642 kilowatts, including 366 ordinary photovoltaic power plants with an installed capacity of 18,123,316 kilowatts, and 3,555 industrial and commercial distributed photovoltaic power generation projects with an installed capacity of 4,665,326 kilowatts. The specific list was published on the website of the National Energy Administration. After the projects are connected to the grid as required, they will be included in the scope of national bidding subsidies according to policies and enjoy state subsidies.

Second, please ask the relevant provincial energy authorities to organize all project units and project locations to conscientiously implement the conditions and commitments of the declared project in accordance with the relevant requirements of the document No.49 [2019] of Guo Neng Fa Xin Neng, and do a solid job in the construction of projects to be included in the scope of national bidding subsidies in 2019; Power grid enterprises are requested to do a good job in the construction of photovoltaic power generation projects in accordance with relevant requirements, ensure timely grid connection of projects, and jointly promote the healthy, orderly and high-quality development of photovoltaic industry.

Third,Please ask the relevant provincial energy authorities to organize all project units to establish a monthly report system of construction progress, and report the situation as of the end of last month online in the national renewable energy information management system before the 5th of each month, and urge to speed up the construction to ensure the timely completion of grid connection. For those who are not connected to the grid at full capacity within the time limit, the grid-connected electricity price subsidy will be reduced by 0.01 yuan/kWh for each quarter overdue; If the grid connection has not been completed within two quarters after the quarter where the production is declared, the project subsidy qualification will be cancelled.

Four, please send regulatory agencies to strengthen the supervision of the national bidding subsidy project construction, power grid delivery and implementation, grid connection and consumption. Our bureau will do a good job in dynamic tracking management of the list according to the actual situation of project conditions implementation and construction implementation.

Attachment: 1. Summary of projects to be included in the scope of national bidding subsidies for photovoltaic power generation in 2019.

Schedule: 2. List of projects to be included in the scope of national bidding subsidies for photovoltaic power generation in 2019.

Comprehensive department of national energy administration

July 10, 2019

Please click this link for the list of projects in the scope of national bidding subsidies for photovoltaic power generation in 2019.