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东软集团轮值CEO徐洪利:数据价值化引领未来新范式
Sou Hu Cai Jing· 2025-12-01 08:45
在数字化转型的浪潮中,数据已成为推动社会进步与经济发展的核心要素。11月20日,东软解决方案论坛2025在福州盛大召开,本次论坛以"数据创造社会 价值"为主题,不仅展示了东软在数据价值化领域的最新成果,更提出了未来发展的新范式与实施路径。 本次论坛上,东软明确提出了其全新定位——"智能世界的可靠伙伴"。这一价值锚点,驱动东软从技术服务提供商向客户价值创造者实现身份跃迁。东软不 再仅仅满足于提供技术解决方案,而是深入到客户业务场景中,成为客户成功不可或缺的一部分。这种转变,既是对"超越技术"精神的传承,也是对"软件 如此奇妙"理念的生动诠释。 东软的新定位体现在三个维度:在客户侧,东软作为赋能者,助力客户实现业务目标;在社会侧,东软作为民生与发展的贡献者,积极参与养老、就业、医 疗等新型城市基础设施建设;在产业侧,东软作为变革与创新的推动者,以软件创新推动产业高质量发展。 东软集团轮值CEO徐洪利向TMT观察网表示,智慧城市和数据价值化的主要难点并不在于技术,而在于市场上需要更开放、更贯通的数据供应。以康养数 据平台为例,目前业务系统数据只能满足包括B端和C端在内场景运营的60%。在就业领域,企业更关注的是个人 ...
东软集团:与MapmyIndia战略合作 构建覆盖更广融合更深智能出行生态体系
Zhong Zheng Wang· 2025-11-27 13:13
Core Insights - Neusoft Group has signed a memorandum of understanding with MapmyIndia to leverage their respective strengths in software technology and data resources for deep collaboration in emerging markets like Southeast Asia and India [1][2] - The partnership aims to provide localized navigation products and smart mobility solutions, combining Neusoft's OneCoreGo global in-car smart mobility solution 6.0 Plus with local resources to facilitate market entry for automotive companies [1][2] - This collaboration signifies Neusoft's efforts to expand its global business footprint and enhance local ecosystem connections, establishing a network of partnerships with leading mapping companies across key global regions [1][2] Industry Context - The automotive industry's shift towards intelligence and connectivity is driving a wave of global expansion among automotive brands, with Southeast Asia and India identified as significant growth markets for automotive consumption [1][2] - These regions present unique challenges for automotive companies, including complex road conditions, unique traffic regulations, and a vast address system, which can hinder the provision of a seamless smart mobility experience [1] - MapmyIndia holds over 90% market share in the automotive navigation market in India, and the collaboration will integrate its mapping data and real-time traffic information with Neusoft's technology to enhance navigation and mobility services [2] - The partnership aims to create a comprehensive capability loop of "navigation + payment + interaction + vehicle connectivity + operation," addressing local user needs and improving product experience [2] - Neusoft's existing collaboration network spans major markets including Europe, North America, ASEAN, Australia, New Zealand, India, Japan, South Korea, the Middle East, and Africa, positioning it to deliver "globally adaptable, locally intelligent" smart mobility solutions [2]
对话东软轮值CEO徐洪利:解构数据价值化,东软未来新范式
Sou Hu Cai Jing· 2025-11-26 04:47
11月20日,东软解决方案论坛2025在福州召开,论坛主题为"数据创造社会价值"。 论坛期间,东软全面介绍数据空间架构,正式发布面向城市就业、智慧医院等领域的多款创新产品,并全方位呈现数据价值化的业务布局与落地成果。同 时,东软联合关键客户分享了众多场景应用实践,为行业智能化转型提供新思路、新范式。 在论坛上,东软多次强调其新定位:"智能世界的可靠伙伴"。这一价值锚点,驱动公司从技术提供者向客户价值创造者实现身份跃迁。这既是对"超越技 术"精神的传承,也是对"软件如此奇妙"的生动诠释。这一转变也意味着,公司正从传统技术服务提供商,转向客户价值的共同创造者。 具体而言,在客户侧,作为客户价值的赋能者,成为客户成功的一部分;在社会侧,作为民生与发展的贡献者,在养老、就业、医疗等新型城市基础设施领 域贡献力量;在产业侧,作为变革与创新的推动者,以软件创新推动产业高质量发展。 更为重要的是,东软并未将数据价值化视为短期风口,而是将其嵌入组织机制:成立智慧城市研究院与智能医疗研究院,推动跨业务单元协同;采 用"1+3+N"城市赋能体系(1个数据资源池、3大平台、N个生态主体);与地方政府、国企、科研机构共建数据生态。 ...
东软集团涨2.09%,成交额1.86亿元,主力资金净流出312.58万元
Xin Lang Cai Jing· 2025-11-24 05:48
Core Viewpoint - Neusoft Corporation's stock price has shown a slight increase of 2.09% on November 24, reaching 10.25 CNY per share, with a total market capitalization of 12.221 billion CNY, despite a year-to-date decline of 3.48% [1] Financial Performance - For the period from January to September 2025, Neusoft Corporation reported a revenue of 7.491 billion CNY, reflecting a year-on-year growth of 8.72%. However, the net profit attributable to shareholders decreased by 66.47% to 51.0818 million CNY [2] - Cumulatively, since its A-share listing, Neusoft has distributed a total of 1.894 billion CNY in dividends, with 332 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders of Neusoft Corporation increased to 98,200, marking an 8.72% rise from the previous period. The average number of circulating shares per shareholder decreased by 9.15% to 12,145 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 23.2244 million shares, a decrease of 21.662 million shares from the previous period [3] Market Activity - Neusoft Corporation has appeared on the stock market's "龙虎榜" three times this year, with the most recent occurrence on September 19, where it recorded a net purchase of 1.01 billion CNY, accounting for 51.22% of total trading volume on that day [1]
每周股票复盘:东软集团(600718)获42亿元智能座舱域控器订单
Sou Hu Cai Jing· 2025-11-22 20:39
截至2025年11月21日收盘,东软集团(600718)报收于10.04元,较上周的10.21元下跌1.67%。本周, 东软集团11月20日盘中最高价报10.88元。11月21日盘中最低价报10.03元。东软集团当前最新总市值 119.71亿元,在IT服务板块市值排名34/119,在两市A股市值排名1509/5167。 本周关注点 公司公告汇总 东软集团近日收到国内某知名大型汽车厂商的定点通知,将为其供应智能座舱域控制器,产品应用于 2026年至2027年量产的多款车型,预计生命周期约6年,总金额约42亿元人民币。该产品基于高通平 台,融合AI算力与多模态大模型技术。目前尚处于量产前开发阶段,对公司本年度业绩无直接影响。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 公司公告汇总:收到国内某大型汽车厂商定点通知,将供应智能座舱域控制器,总金额约42亿元 人民币。 ...
东软集团再获42亿元订单,将供应智能座舱域控制器
Ju Chao Zi Xun· 2025-11-21 14:09
Core Insights - Neusoft Group has been selected as a designated supplier by a well-known domestic automotive manufacturer to supply intelligent cockpit domain controllers for multiple models set to be mass-produced between 2026 and 2027, with a total contract value of approximately 4.2 billion RMB [2] - This follows a previous announcement on September 19, where Neusoft secured a similar contract worth about 5.6 billion RMB for the supply of intelligent cockpit domain controllers, further solidifying its leading position in the automotive electronics sector [2][3] - The intelligent cockpit serves as a crucial component for advanced perception and interaction experiences in smart vehicles, directly impacting the travel experience of passengers [2] Company Strengths - Neusoft has accumulated substantial technical expertise and global project experience in the intelligent cockpit domain, establishing itself as a core supplier for mainstream automotive manufacturers [2] - The newly awarded intelligent cockpit domain controller products will be developed based on Qualcomm platforms, integrating AI computing power and multimodal large model technology to enhance user interaction and multitasking capabilities [2] - The company’s comprehensive solution capabilities, which include hardware, software, algorithms, and services, enable it to meet the stringent demands of mainstream automakers for advanced technology and reliable system performance [3] Market Position - The recent large orders reflect the market's deep trust in Neusoft's technological products and delivery capabilities, validating the core competitiveness of its intelligent cockpit domain controller platform, which is characterized by scalability and high adaptability [3] - As Chinese automotive brands accelerate their move towards the high end of the global value chain, Neusoft's ability to quickly respond to market changes and efficiently transition innovative products from development to mass production is increasingly recognized [3]
东软集团:创新驱动 助力智能汽车互联领域更深层次技术突破
Zhong Zheng Wang· 2025-11-21 13:40
该负责人表示,上述订单带来的规模化效应将形成多重正向循环。一方面,将进一步提升东软集团核心 竞争力与市场份额,实现在全球汽车品牌中加速渗透;另一方面,持续增长的营收将为研发提供充足保 障;此外,与不同车企的深度合作将积累丰富场景数据,反哺平台化方案持续迭代优化,推动公司形 成"技术创新-市场验证-规模扩张"的良性生态。 智能座舱是前沿感知与交互体验的载体,是智能汽车技术实力的"中枢神经"与核心体现。在智能座舱领 域,东软集团拥有深厚的技术积累和全球化项目经验,跻身主流车企核心供应商阵营。此次新获定点的 智能座舱域控产品,将基于高通平台,深度融合AI算力与多模态大模型技术,构建覆盖全场景的感知 与推理能力,充分提升交互体验与高效多任务处理能力,为用户带来更智能、更流畅的驾乘感受。 "此次订单的签订,不仅是市场对东软技术产品与交付能力的充分信任,更验证了东软智能座舱域控平 台可扩展、高适配的核心竞争力。"该负责人说。 中证报中证网讯(记者宋维东)东软集团(600718)相关负责人11月21日在接受中国证券报记者采访时表 示,当前,中国汽车品牌正加速向全球价值链高端迈进,主流车企对核心部件供应商的技术先进性、系 统 ...
东软集团年内揽98亿汽车智能化订单 聚焦“AI+行业”近三年研发超27亿
Chang Jiang Shang Bao· 2025-11-21 00:08
东软集团(600718.SH)再添重磅订单。 11月19日,东软集团公告称,近日收到国内某知名大型汽车厂商的定点通知,东软集团作为其指定供应 商,为其供应智能座舱域控制器,预计涉及总金额约42亿元,产品将应用于2026—2027年量产的多款车 型,生命周期长达6年。 长江商报消息 ●长江商报记者 张璐 长江商报记者注意到,叠加9月落地的56亿元相关订单,年内,东软集团智能汽车领域累计定点金额达 到98亿元。 作为国内智能座舱域控制器前装市场的行业龙头,东软集团近年来在AI+医疗、智能汽车等领域持续突 破,2025年上半年,AI应用新签合同同比增长50%,智能汽车互联板块营收同比增长20.11%,为业绩持 续增长注入强劲动力。 定点订单密集落地 11月19日,东软集团发布公告称,收到国内某知名大型汽车厂商的智能座舱域控制器定点通知,总金额 约42亿元。 以此统计,仅2025年以来,东软集团在智能汽车领域已累计斩获定点订单金额达98亿元,订单落地速度 与规模均创近年新高。 回顾近年发展轨迹,东软集团汽车智能化业务的订单储备持续扩容。2024年6月,公司成为某客户全球 导航软件供应商,预计项目生命周期内将产生21. ...
公告精选︱燕东微:京国瑞及国家集成电路基金拟合计减持不超2.5%股份;中金公司:拟吸收合并东兴证券、信达证券 股票11月20日起停牌
Ge Long Hui· 2025-11-20 00:46
Key Highlights - CICC plans to absorb and merge with Dongxing Securities and Xinda Securities, with stock suspension starting from November 20 [1] - Saiwu Technology has delivered a small batch of perovskite stacked component light-transmitting film, with minimal impact on performance [1] - Zhongfu Industrial intends to invest 259 million yuan in a green manufacturing project for aluminum-based new materials [1] - Dafeng Industrial has won a contract for the construction of stage craft equipment for an international performing arts center, valued at 165 million yuan [2] - Jinbei Automotive plans to invest a total of 158 million yuan to acquire 52% equity in Zhongtuo Technology [1] - Pro Pharmaceutical intends to repurchase shares worth between 180 million and 360 million yuan [1] - Yandong Micro plans to reduce its stake by up to 2.5% through shareholders Jingguorui and the National Integrated Circuit Fund [1][3] - Zhaomin Technology plans to issue convertible bonds to raise no more than 590 million yuan [1] - Dongsoft Group has received a notification from an automotive manufacturer for designated cooperation [1]
东软集团收到汽车厂商定点通知 涉及总金额约42亿元
Zheng Quan Shi Bao· 2025-11-19 21:33
东软集团(600718)(600718)11月19日晚公告,公司收到国内某知名大型汽车厂商(下称"汽车厂 商")的定点通知,选择东软集团作为其指定供应商,为其供应智能座舱域控制器。 根据该汽车厂商的规划,上述产品将应用于2026年至2027年内陆续量产上市的多款车型,预计生命周期 约为6年;在上述车型生命周期内,预计公司将为其供应智能座舱域控制器,涉及总金额约42亿元。 据介绍,东软集团作为软件定义汽车时代车企创新的核心合作伙伴和产业变革的赋能者,在汽车电子业 务领域已拥有三十余年的经验与积累,为全球车企提供智能座舱域控制器、IVI车载信息娱乐系统、智 能通讯等系列产品,车载量产业务已覆盖绝大多数国内车厂以及众多的国际车厂和合资车厂。 2024年,东软集团凭借高通8295座舱全球首个量产供货以及在银河E8等车型连续落地的领先优势,位 居"高阶智能座舱域控平台中国本土供应商竞争力"榜单首位。 东软集团表示,公司本次为汽车厂商提供的智能座舱域控制器产品,将基于高通平台,深度融合AI算 力与多模态大模型技术,构建覆盖全场景的感知与推理能力,充分提升交互体验与高效多任务处理能 力。东软集团与该汽车厂商保持着长期良好的 ...