我想我们现在在现在等稍等一下就是在那个等待可以更新的过程中那个我先把就是我们对于光行通的这个最新这个观点啊就是更新一下呃做这个我们持续推了这个新的报告啊就是关注他这个呃资产重复意外而如果说从这个光行通呃近期的这个变化来看啊近期的这个变化来看就是呃整体上的话呢呃 变化来看的话就是整体上我不会认为近期最大的一个最大的一个变化就是王一通他的之前的一个公告就是关于解决统一竞争的一个公告我们认为的话就是按照那个公告我们的一个解读就是说不惜使股份的一个情况下去解决统一竞争然后的话他的这个EPS可以去 有未来之后的一个预期所以我们会比较看好当时这个公告里面的核心内容就是有几个方面就第一个话男人集团它是不会再开展ERP这些企业关联新化业务人网技术设施建设相关的通讯集材业务方面和网信同事存在一个业务重合第二方面的话就是智庆微电子它包括说生活链不再开展人网技术设施建设相关的通讯集材业务 这一系列的 对于这一系列公告而言的话就是我们认为啊实际上应该是直接利好这个网信通讯然后的话核心在于说这个后续的通讯竞争解决应该说是有一个顺利的推进并且的话在没有太大的股份细致的情况下因为网信通讯没有额外的增加股份的一个情况下直接在后来就是一体科技 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The digital transformation of the raw materials industry is crucial for enhancing core competitiveness and establishing new international advantages from 2024 to 2026 [2][6] - The digital transformation aims to integrate advanced technologies such as AI, 5G, and industrial internet across various operational aspects, driving efficiency and sustainability [7][9] - The report outlines a structured approach to achieving significant progress in digital transformation by 2026, focusing on key enterprises and the application of digital technologies [9][10] Policy Interpretation - The report emphasizes the importance of digital transformation in manufacturing, driven by national policies and strategic goals set by the government [4][5] - It highlights the need for a deep integration of information technology and industrial processes to promote high-quality development [5][6] Industry Characteristics - The raw materials industry is characterized by high resource and energy intensity, complex processes, and a strong need for continuous production [6] - Despite some leading companies achieving international standards, the industry faces challenges such as insufficient understanding of digital transformation and a shortage of skilled personnel [6][7] Digital Transformation Goals - By 2026, the report sets ambitious goals for the industry, including the completion of digital transformation assessments and the deep application of digital technologies in various operational areas [9][10] - Key performance indicators include the establishment of benchmark factories and the achievement of a digital maturity level of 3 or above for over 120 factories [9] Key Tasks for Implementation - The report outlines 14 specific tasks across four main areas: strengthening foundational capabilities, enhancing application empowerment, fostering key entity development, and improving supporting services [11][12][13][14] - Tasks include improving data management, promoting high-end product innovation, and ensuring safety in production processes [12][13] Support and Governance - The report stresses the need for strong organizational implementation, policy support, and talent cultivation to facilitate the digital transformation process [15][16] - It calls for the establishment of a digital transformation expert committee and the development of industry-specific standards [15][16] Emerging Business Models - The report discusses the emergence of new business models driven by digital transformation, such as personalized production and service-oriented production systems [25][26][27] - It highlights the potential for significant improvements in production efficiency and responsiveness to market demands through these models [27][28]