智通财经APP讯，浪潮软件(600756.SH)发布公告，公司于2025年8月11日收到上海证券交易所出具的 《关于浪潮软件股份有限公司向特定对象发行股票的交易所审核意见》，具体审核意见如下："浪潮软 件股份有限公司向特定对象发行股票申请符合发行条件、上市条件和信息披露要求。本所将在收到你公 司申请文件后提交中国证监会注册。" ...

Core Insights - The event held by the Shandong Provincial Government focused on promoting the "Shandong Good Brands on the Industrial Chain," highlighting the role of Inspur Group in the artificial intelligence (AI) sector [1] - Artificial intelligence is recognized as a strategic technology driving industrial upgrades and fostering new productive forces, with Shandong Province leveraging its industrial foundation and data resources to accelerate the AI industry chain [1][2] - Inspur Group aims to meet the demand for smaller, specialized, and decentralized computing power services through its AI factory, which is positioned as a leader in the AI industry chain in Shandong [1] Company Overview - The Inspur AI factory is the first in China designed for industrialized, standardized, and scalable production lines, consisting of a general computing power center, AI model factory, AI agent factory, and AI training ground [1][2] - The factory supports three product forms: city-level, industry-level, and enterprise-level, based on distributed intelligent cloud technology, facilitating the widespread application of large models [2] Production Capabilities - The AI factory has established 61 processes and 113 tools, with an annual output of over 1,000 model orders, significantly reducing delivery time from 90 person-days to 20 person-days [2] - It addresses the standardization, automation, and scalability of AI production throughout its lifecycle, maximizing the value of data elements [2] Strategic Goals - Inspur aims to provide a full-stack solution across the entire AI industry chain, enhancing ecological cooperation and industrial synergy to create a competitive "moat" in the AI field [2] - The company envisions a digital world where "intelligence is everywhere," driven by its innovative AI infrastructure and extensive industry experience [2]

Core Viewpoint - The Shanghai Stock Exchange has approved the refinancing plan of Inspur Software Co., Ltd., which aims to raise up to 278.53 million yuan for working capital [1][2]. Group 1: Financing Details - The total amount expected to be raised from the issuance is no more than 27,853.23 million yuan, which will be used entirely to supplement working capital after deducting issuance costs [1]. - The issuance will involve a maximum of 25,530,000 shares, accounting for no more than 30% of the company's total share capital before the issuance [2]. - The pricing for the shares is set at 10.94 yuan per share, which is at least 80% of the average trading price over the 20 trading days prior to the pricing benchmark date [1]. Group 2: Issuance Structure - The issuance is directed towards the controlling shareholder, Inspur Software Technology Co., Ltd., making it a related party transaction [2]. - The lead underwriter for this issuance is Guotai Junan Securities Co., Ltd., with representatives Xu Yu and Peng Kai overseeing the process [2].

Core Insights - The DRG/DIP concept increased by 1.00%, ranking 10th among concept sectors, with 11 stocks rising, including Jiarun Technology which hit a 20% limit up [1] - Major gainers in the sector included Jiahe Meikang, Wanda Information, and Taiji Co., with respective increases of 3.68%, 3.08%, and 2.98% [1] - The sector experienced a net outflow of 229 million yuan, with 10 stocks seeing net inflows, and Wanda Information leading with a net inflow of 65.92 million yuan [2][3] Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnet (+3.24%), Brain-Computer Interface (+2.69%), and Hyperbaric Oxygen Chamber (+2.56%), while the weight-loss drug sector saw a decline of -1.70% [2] - The DRG/DIP concept had a net inflow ratio led by Wanda Information at 10.09%, followed by ST Yilianzhong at 5.78% and Taiji Co. at 4.82% [3][4] Stock Specifics - Key stocks in the DRG/DIP concept included: - Wanda Information: +3.08%, net inflow of 65.92 million yuan, turnover rate of 5.34% [3] - Weining Health: +1.72%, net inflow of 62.81 million yuan, turnover rate of 6.37% [3] - Taiji Co.: +2.98%, net inflow of 42.14 million yuan, turnover rate of 5.36% [3] - Notable declines were seen in stocks like Maidi Technology (-2.61%) and Seli Medical (-2.32%), with significant net outflows [4]

Group 1 - The core viewpoint of the news is the introduction of Inspur's AI factory as a new type of infrastructure that meets the growing demand for specialized and decentralized computing power services in the AI industry [1][2] - Inspur's AI factory is the first in China to provide an industrialized, standardized, and scalable production line tailored for industry scenarios, integrating data, equipment, and research to create a comprehensive ecosystem for talent development, industry service, and technological innovation [1][2] - The AI factory has established nine major workshops to address standardization, automation, and scalability in the AI lifecycle, significantly enhancing the value of data elements [1][2] Group 2 - Inspur is recognized as the leading enterprise in Shandong's AI industry chain, focusing on large model technology innovation and application, and is the only company in China to offer a full-stack solution for generative AI across all five product and service layers [2] - The company has established a vast network with 122 cloud centers and 557 distributed cloud nodes nationwide, creating the largest distributed intelligent cloud in China, and collaborates with over 1,000 domestic and 400 overseas partners to facilitate the implementation of AI solutions [2] - The emphasis on ecological cooperation and industrial collaboration is highlighted, with the aim of building a competitive moat in the AI sector through partnerships with chip manufacturers, data processing firms, and model developers [3]

7月30日，济南市工信局发布第二批大模型推荐目录共60个，加上6月6日发布的首批120个大模型推 荐目录，济南已向社会推荐180个大模型产品。 第二批推荐目录从行业分布看，工业领域持续领跑，共15个，占比25%；数字政府领域11个，占比 18.3%，新增政务大模型、公共安全等场景；农业领域8个，占比13.3%；医疗健康领域6个，占比10%， 新增中医、传染病监测等特色方向；交通、司法、传媒、能源、金融等其他领域共计20个，占比 33.3%。 首先，龙头企业持续领跑，形成系列化创新矩阵。浪潮集团旗下大模型实现"量质双升"，共有20个 产品入选本次名单。其中浪潮软件科技的焱宇系列已拓展至基层治理、合同审查、智能运维等6大场 景，焱宇基层治理大模型在济南12个区县政务服务中心落地，事项办理效率提升40%；浪潮智慧供应链 的灵睿大模型服务30余家制造业企业，订单响应速度缩短35%。浪潮智慧医疗的杏林系列新增居民健康 管理、传染病监测预警等场景，在济南5家三甲医院试点应用，慢性病管理覆盖率提升至82%。 其次，行业渗透纵深拓展，大模型应用百花齐放。山大地纬的地纬政策问答大模型已为2000余家企 业服务，政策匹配准确率达 ...

Group 1 - The core value of the AI factory is its industrialized solution capability, providing a full-stack intelligent manufacturing service from model production to continuous iteration [2] - The factory has enhanced its production capacity to over 1000 order models annually, reducing delivery time from 90 person-days to 20 person-days [2] - The AI factory integrates data, equipment, and research, featuring 61 detailed processes and 113 specialized tools in its intelligent production system [2] Group 2 - The company has developed a specialized model library covering various fields such as manufacturing, government affairs, and water conservancy, leveraging its Hai Ruo large model core engine [3] - The Hai Yue commercial AI platform has integrated over 100 ready-to-use intelligent agents, improving operational efficiency in more than 40 high-value scenarios [3] - The company aims to build the largest distributed intelligent cloud network in China with 122 cloud centers and 557 distributed cloud nodes, making computing power as accessible as water and electricity [3] Group 3 - The AI factory serves as a hub for an open ecosystem, collaborating with over a thousand domestic and international partners to promote AI from isolated breakthroughs to system-level collaboration [3] - The company's vision is to create a world where "intelligence is everywhere with cloud," aiming to help enterprises unleash AI productivity with low barriers and high efficiency [3]

Core Insights - The event held by Shandong Provincial Government showcased the strength of Shandong's artificial intelligence (AI) products and discussed new opportunities for industrial development in the intelligent era [1][8]. Group 1: Company Overview - Inspur Group, as a leading enterprise in Shandong's AI industry chain, demonstrated its AI factory that addresses the urgent demand for "miniaturized, specialized, and decentralized" computing power services [5]. - The AI factory integrates data, equipment, and experimental research, featuring a production system with 61 detailed processes and 113 specialized tools, increasing the annual production capacity to over 1,000 customized models and reducing delivery time from 90 person-days to 20 person-days [5][6]. Group 2: Industrial Impact - The factory provides a "full-stack manufacturing" service, not just computing power, enabling efficient customization and mass production of models and intelligent agents across various industries [6]. - The core engine of the factory, the Hai Ruo large model, has developed specialized model libraries covering multiple sectors such as manufacturing, government, and water conservancy, enhancing operational efficiency in over 40 high-value scenarios [7]. Group 3: Ecosystem Development - Inspur is building a distributed intelligent cloud network with 122 cloud centers and 557 distributed cloud nodes, aiming to make computing power as accessible as water and electricity [8]. - The factory serves as a hub for an open ecosystem, collaborating with over a thousand domestic and international partners to promote AI from isolated breakthroughs to system-level collaboration, facilitating "technology equality" and "model accessibility" [8].

Group 1 - The core viewpoint of the article is the strategic cooperation agreement signed between Inspur Group and Hubei Big Data Group, focusing on leveraging their respective strengths in various areas [1] Group 2 - The collaboration will emphasize digital infrastructure construction, data element development and utilization, enterprise digital transformation, and the establishment of a health care big data center [1]

Group 1 - The company has approved a share repurchase plan with a budget between RMB 20 million and RMB 40 million, with a maximum repurchase price of RMB 24.99 per share, intended for equity incentives [1] - As of July 31, 2025, the company has repurchased a total of 338,600 shares, representing 0.10% of the total share capital, with a total expenditure of RMB 4,982,002.00 [2] - The highest purchase price was RMB 15.38 per share, and the lowest was RMB 14.25 per share, complying with relevant regulations [2] Group 2 - The company will continue to make repurchase decisions based on market conditions and will fulfill its information disclosure obligations regarding the progress of the share repurchase [2]