金十图示：2025年07月21日（周一）中国科技互联网公司市值排名TOP 50一览 | 排名 | | 公司 | 市值(亿美元) | 排名变化 | | --- | --- | --- | --- | --- | | 1 | | 台积电 | 12468.4 | | | 2 | | 腾讯控股 | 6037.04 | | | 3 | | 阿里巴巴 | 2867.9 | | | 4 | | 小米集团-W | 1894.57 | | | 5 | | 拼多多 | 1547.41 | | | 6 | 美团 | 美团-W | 1033.71 | | | 7 | 網易 | 网易 | 861.91 | | 每日根据市值计算出前50名公司,美元港元按照当日汇率中间价折算 @ JIN10.COM 0. 金十数据 | 一个交易工具 | 8 | | 京东 | 488.96 | 11 | | --- | --- | --- | --- | --- | | 9 | | 中芯国际 | 484.29 | 1 t | | 10 | | 快手-W | 394.8 | 1 1 | | II | | 理想汽车 | 340.4 | 1 t | | 12 | ...

□本报记者 王宇露 上周市场上涨，中证新华社民族品牌工程指数上涨1.63%，报1706.67点。中际旭创、信立泰、科沃斯等 成分股上周表现强势；2025年以来，信立泰、药明康德、科沃斯等成分股涨幅居前。展望后市，机构认 为，基本可以确定上证指数已经站稳3500点，当前多头力量强劲，继续给予市场"积极"评价，结构上预 计资金高低切换特征延续，板块间或保持轮动。 多只成分股表现强势 展望后市，星石投资表示，短期看，基本可以确定上证指数已经站稳3500点，个股表现活跃，市场赚钱 效应增加，有望带动场外资金流入。在流动性较为充裕的背景下，资金交投情绪不弱，叠加市场可能会 提前博弈政策预期，当前多头力量强劲，继续给予股市"积极"评价。结构上看，当前个股估值表现仍存 在分化，预计资金高低切换特征或延续，板块间或保持轮动，各个板块均有机会。 中期视角下，参照历史经验，星石投资认为当前或处于新一轮牛市的开端。随着国内政策持续发力以稳 定经济增长，基本面的好转，尤其是内生动能的增强，将是后续股市进一步上涨的动能。基本面推动的 股价上涨将更加扎实、更具有持续性。 高信百诺投资表示，目前已进入上市公司业绩发布时间窗口，业绩对于个股 ...

| 8 | | 东方财富 | 515.59 | | | --- | --- | --- | --- | --- | | 9 | | 中芯国际 | 466.49 | | | 10 | | 京东 | 456.09 | | | 11 | 8 | 快手-W | 376.96 | | | 12 | | 腾讯音乐 | 332.09 | | | 13 | | 理想汽车 | 314.71 | | | 14 | C | 贝壳 | 222.43 | | | 15 | 8 | 同花顺 | 205.28 | | | 16 | × | 小鹏汽车 | 170.92 | | | 17 | N | 科大讯飞 | 151.19 | | | 18 | | 中通快递 | 145.32 | | | 19 | 的LA | 時哪時嗎 | 102.09 | | | 20 | | 宝信软件 | 97.62 | 1 t | | 21 | | 劇来 | 93.08 | 1 | | 22 | | 恒生电子 | 87.2 | 1 t | | 23 | | 新东方 | 81.96 | 1 1 | | 24 | | 万国数据 | 78.67 | 1 t | 金十图示： ...

7月16日，2025WAIC中国宝武&宝信软件展厅的亮点和观众见面。亮点内容介绍如下： 在场景落地层面，钢铁行业的全链条智能变革是重头戏。从智慧高炉的实时参数优化、转炉AI炉长的 工艺自决策，到工业机器人模拟车间作业；再到供应链端 "源小宝" 智能体、"营销智能体" 带来的高效 协同，以及 "AI +碳管理" 方案助力绿色发展 —— 大家能在每个AI落地场景的实际成效中，看到AI如何 重新定义钢铁生产与管理。 支撑这些场景落地的核心，正是宝武钢铁大模型这个"垂域智能变革引擎"。作为国内首个 "全自主可 控、全体系能力、全场景应用" 的工业大模型，它构建了 "通专融合" 的垂直体系，集成语言、视觉、 预测、决策四大核心模型，覆盖钢铁全流程智能化，是制造业垂类智能升级的关键支撑。 同时，宝之云打造的智算国资云全国算力网络、工业知识图谱工场的高质量数据集，以及宝联登工业互 联网平台等工业AI底座，共同构成了坚实的技术基石，为大模型和各类智能应用提供稳定运行的保 障。 值得一提的是，我们的能力不止于钢铁行业，已经拓展到矿山、医药、轨道交通等多个领域，展现AI 技术跨行业赋能的潜力。 通过这次展会，我们希望让大家真切感 ...

Investment Rating - The report does not explicitly state an investment rating for the intelligent software development industry Core Insights - The intelligent software development industry focuses on developing and applying AI technologies to provide intelligent solutions that enhance business efficiency, optimize decision-making, and improve user experience. The industry is characterized by strong technological dependence, short product iteration cycles, and diverse cross-domain applications. China's robust capabilities in this field are driving continuous industry growth, with an expanding market size expected to continue [4][5][12] Industry Overview - The intelligent software development industry can be categorized into various application areas, including office software, embedded software, emerging technology software, information security software, and innovative software [5][10] - The market size of the intelligent software development industry is projected to grow from 1.4669 trillion RMB in 2019 to 2.8223 trillion RMB in 2024, with a compound annual growth rate (CAGR) of 13.98%. From 2025 to 2029, the market size is expected to increase from 3.1977 trillion RMB to 5.2693 trillion RMB, with a CAGR of 13.30% [31][32] Industry Characteristics - The industry exhibits strong technological dependence, with a reliance on diverse development tools and environments, including integrated development environments (IDEs), version control systems, and automated testing tools. As of April 2024, nearly 40 intelligent software development tools have been launched in China, showcasing the sector's technological vitality and innovation [13] - The product iteration cycle in the intelligent software development industry is short, allowing teams to quickly respond to market changes and user feedback, thereby enhancing user experience and satisfaction [14] - The industry demonstrates high diversity and cross-domain applications, with intelligent software being utilized in natural language processing, computer vision, voice recognition, autonomous driving, and financial analysis [15] Development Stages - The intelligent software development industry has evolved through four stages: 1. Emergence (1960-1969): Establishing the foundation for independent development and technological innovation 2. Initiation (1970-2000): The rise of independent database companies laid the groundwork for data processing and management 3. Rapid Growth (2001-2021): The industry began to focus on flexible, efficient, and responsive development methods 4. Maturity (2022-present): The industry has seen widespread penetration across various sectors, driving intelligent transformation and industrial upgrades [16][20] Industry Chain Analysis - The intelligent software development industry chain consists of three main segments: 1. Upstream: Hardware and basic software supply, including computer hardware, embedded chips, and operating systems 2. Midstream: Intelligent software development and research, covering demand research, design, coding, testing, and delivery 3. Downstream: Application and service sectors, including industry-specific software and intelligent solutions [21][22] Competitive Landscape - The market concentration in the intelligent software development industry is high, with leading companies such as iFLYTEK, Yonyou Network Technology, and Shanghai Baoxin Software in the first tier. The second tier includes China Software and Technology Service Corporation and Kingsoft Office Software, while the third tier consists of Beijing SuperMap Software and Inspur Software [38][39]

今天的说明会将重点介绍以下几方面的内容第一部分是公司基本情况介绍第二部分是主营业务分类介绍第三部分是2024年度财务情况分析上海宝信软件股份有限公司是中国宝五实际控制宝钢股份控股的上市软件企业 保信软件依托钢铁及先进材料业雄厚产业基础和丰富应用场景坚持以创新为驱动提供以钢铁业为代表的流程型制造数字化智慧化综合解决方案历经40多年的发展公司在推动数实融合赋能产业数字化转型升级等方面做出了重要的贡献 成为中国领先的工业软件行业应用解决方案和服务提供商产品与服务业绩涵盖了钢铁、有色、化工、矿山、交通等多个行业保信软件的使命是产业智慧化、智慧产业化公司的愿景是成为产业智慧化的领先者 各位投资者好欢迎参加宝信软件2024年度暨2025年第一季度业绩说明会非常荣幸能够在此与各位分享我们公司的最新业绩和未来发展规划在过去的2024年里公司底力奋进文件发展在各个业务条件都取得了一定的进展感谢各位股东对公司的支持和信任 智慧产业化的创新者员工和企业共同发展的示范者公司的核心价值观是沉浸、创新、绿色、协同公司的核心能力主要体现在以下四个方面首先是独实的国家战略推进能力作为央企旗下信息高科技公司及国产软件提供商公司深入践行国家战略 ...

运营商财经网 实习生郑永杰/文 近期，宝信软件发生重大人事变动，原董事长夏雪松辞任，运营商财经网由此关注到了宝信软件的高管 层，特别是副总经理黄颖雷。 （责任编辑：杨丹丹） 9月27日，他通过二级市场买卖，减持公司1.79万股，成交均价29.98元/股，减持53.66万元，变动后持 股数为29.75万股，截至到目前未发生变动。 副总经理陈健的薪酬由2023年的156.82万元下降到133.5万元；副总经理梁越永的薪酬由2023年的98.54 万元到下降到85.09万元；副总经理兼董事会秘书的刘慈玲2024年8月刚刚上任，目前她的薪酬为29.13万 元。 可以看到，黄颖雷不仅是2024年唯一一名涨薪的副总经理，且他在今年他薪酬水平超过了梁越永，在四 位副总中位列第二。 曾任上海宝信软件股份有限公司MES软件事业部副总经理、总经理；他在2023年8月17日被任命为宝信 软件的副总经理，负责公司的日常运营和管理。 黄颖雷在2024年进行减持，据上交所公告，9月25日，黄颖雷在二级市场买卖公司股票，减持股数0.21 万股，成交均价29.32元，变动金额6.16万元，变动后持股数为29.74万股。 此外，黄颖雷还担任宝 ...

股东大会会议资料 料 2025 年 7 月 21 日 第 1 页 股东大会会议资料 2025 年第一次临时股东大会会议须知 根据法律、法规和公司章程相关规定，为确保股东大会的顺利召开， 特制定大会会议须知如下，望出席股东大会的全体人员遵守执行。 上海宝信软件股份有限公司 2025 年第一次临时股东大会 会 议 资 一、股东大会有关事宜具体由董事会秘书室负责。 二、股东大会期间，董事会应以维护股东的合法权益，保证大会正常 秩序和议事效率为原则，认真履行法定职责。 三、股东凭有效证件出席股东大会，并依法享有发言权、咨询权、表 决权等各项权利。 四、股东如要求在大会发言，应在大会前向董事会秘书室报告，由董 事会秘书室负责安排。股东发言时，应首先报告其持有公司股份的数量， 每一名股东发言一般不超过两次，每次发言一般不超过 5 分钟。公司董事 会或经营管理人员应认真负责、有针对性地回答股东提出的问题，回答问 题的时间一般不超过 15 分钟。 五、本次大会采取记名方式投票表决。第 1 项议案实行累积投票制， 以普通决议表决通过，股东在所拥有的有效表决票数范围内选择表决票数。 现场表决前，推举两名股东代表参加计票、监票；表 ...

Group 1 - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of July 14, 2025 [1] - The leading company by market capitalization is 台棋电 (Taiwan Semiconductor Manufacturing Company) with a valuation of 11,949.75 million [3] - Tencent Holdings ranks second with a market cap of 5,815.18 million, followed by Alibaba at 2,546.4 million [3][4] Group 2 - Xiaomi Group is ranked fourth with a market capitalization of 1,889.61 million, while Pinduoduo follows in fifth place with 1,489.35 million [3][4] - Meituan and NetEase are positioned sixth and seventh, with market caps of 929.41 million and 812.27 million respectively [3][4] - Other notable companies in the top 10 include 东方财富 (East Money) at 523.39 million and 中芯国际 (SMIC) at 476.15 million [4][5] Group 3 - The rankings continue with companies like 京东 (JD.com) at 448.31 million and 快手 (Kuaishou) at 356.11 million [4][5] - Baidu, 理想汽车 (Li Auto), and 贝壳 (Beike) are also included in the top 15, with market caps of 298.84 million, 296.08 million, and 221.89 million respectively [4][5] - The list concludes with 云费智联 (Yunfei Zhili) at 41.76 million, marking the 50th position [6]

Investment Rating - Industry investment rating: Positive (maintained) [1] Core Viewpoints - The report highlights the strong performance of computing-related companies and maintains a positive outlook on the global AIDC (AI Data Center) industry chain, driven by increasing demand for data center infrastructure and AI applications [5][19] - The release of Grok 4 by XAI and the introduction of AWS's GB200 UltraServers are significant advancements in AI computing capabilities, enhancing the competitive landscape [16][17] Summary by Sections 1. Investment Insights - The report emphasizes the impressive earnings forecasts from several companies in the computing sector, with Ruijie Networks expecting a net profit of 400 million to 510 million yuan for H1 2025, representing a year-on-year growth of 160.11% to 231.64% [5][13] - Industrial Fulian anticipates a net profit of 6.727 billion to 6.927 billion yuan for Q2 2025, reflecting a year-on-year increase of 47.72% to 52.11% [15] - The demand for high-speed optical modules in computing centers is rapidly increasing, contributing to significant revenue growth for companies like Huagong Technology, which expects a net profit of 890 million to 950 million yuan for H1 2025, up 42.43% to 52.03% year-on-year [14] 2. Market Trends - As of May 2025, China has established 4.486 million 5G base stations, with a net increase of 235,000 stations since the end of 2024 [29] - The number of 5G mobile phone users reached 1.098 billion, marking a year-on-year growth of 21.3% [29] - The report notes a decline in 5G mobile phone shipments, with 21.19 million units shipped in May 2025, down 17.0% year-on-year [29] 3. Recommended Investment Targets - AIDC Infrastructure: Recommended stocks include New Idea Network Group, Baoxin Software, and Runze Technology; Beneficiary stocks include Guanghuan New Network, Aofei Data, and Century Interconnect [20] - IT Equipment: Recommended stocks include Ziguang Co. and ZTE; Beneficiary stocks include Cambrian and Inspur [21] - Network Equipment: Recommended stocks include Ziguang Co. and ZTE; Beneficiary stocks include Ruijie Networks and Yingtong Technology [22] - Cloud Computing: Beneficiary stocks include China Mobile, China Telecom, and China Unicom [25] - AI Applications: Beneficiary stocks include Guanghe Tong and Yiyuan Communication [26] - Satellite Internet & 6G: Beneficiary stocks include Haige Communication and Shenglu Communication [27]