格隆汇1月22日丨宝信软件(600845.SH)在投资者互动平台表示，公司充分发挥自身算力基础设施资源及 技术优势，已布局算力业务。当前，公司算力业务规模正稳步增长，并在市场端积极拓展垂类行业客户 群。 ...

Group 1 - The company currently holds a 42% stake in Shanghai Turing Intelligent Manufacturing Robot Co., Ltd. and has actual control through a concerted action agreement [2] - There is an inquiry from investors regarding the company's plans to increase its shareholding in Shanghai Turing Robot Company [2] - The interaction took place on an investor communication platform, indicating active engagement with shareholders [2]

格隆汇1月22日丨宝信软件(600845.SH)在投资者互动平台表示，公司目前通过控股子公司上海图灵智造 机器人股份有限公司开展机器人业务。未来将深耕钢铁行业，依托深厚的行业应用知识储备，推动机器 人规模化接入宝罗云平台，加强高端工业机器人领域产业竞争力，努力实现钢铁制造全流程的机器人嵌 入式应用。 ...

Core Viewpoint - Morgan Stanley reports that demand for scale, resource availability, and policy are driving the deployment of hyperscale AI data centers towards remote areas, indicating a healthier supply-demand dynamic and stable return prospects in the remote data center market during the AI era [1] Company Summaries - Morgan Stanley is optimistic about GDS Holdings, assigning an "Overweight" rating and raising the target price from $54 to $64 due to its strategic transformation in the Chinese market and rapid progress in resource development in remote areas [1] - The firm also favors Century Internet, maintaining an "Overweight" rating and increasing the target price from $14 to $16, citing its first-mover advantage [1] - The rating for Aofei Data is maintained at "In Line with Market," while the ratings for Huayun New Network and Baoxin Software are kept at "Underweight," as their lack of effective layout in the right remote hubs poses a risk of market share loss in the medium to long term [1]

证券日报网讯1月19日，宝信软件（600845）在互动平台回答投资者提问时表示，公司在欧盟地区的主 要业务在位于意大利的R.R.Robotica公司(RRR公司)。RRR公司是公司实际控制的子公司上海图灵智造 机器人股份有限公司的子公司，主营业务是面向意大利本土的工业机器人及应用工程。其在公司整体经 营业绩占比较小。 ...

证券日报网讯 1月19日，宝信软件在互动平台回答投资者提问时表示，公司高度重视"人工智能+制 造"发展机遇，将依托"宝联登"工业大模型和面向制造业产品生命全周期、生产制造全过程和供应链全 环节的工业软件产品体系，围绕制造业场景深化技术攻关和应用研究，打造集场景创新、模型赋能、数 据增值、算力供给、平台筑基的"五位一体"工业智能新范式，提供一体化、集成化的"AI+制造"解决方 案，推动人工智能技术与制造业应用的双向赋能。后续将结合政策指引，持续完善工业垂类大模型能力 体系建设，重点围绕工艺优化、质量管控等核心环节，打造高质量数据集、高价值场景库和高水平智能 体，并形成一批可推广复制的标杆应用，以人工智能赋能新型工业化，加快制造业智能化、绿色化、融 合化发展。 （文章来源：证券日报） ...

宝信软件（600845.SH）1月19日在投资者互动平台表示，公司在欧盟地区的主要业务在位于意大利的 R.R.Robotica公司（RRR公司）。RRR公司是公司实际控制的子公司上海图灵智造机器人股份有限公司 的子公司，主营业务是面向意大利本土的工业机器人及应用工程。其在公司整体经营业绩占比较小。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：欧盟地区业务收入在公司整体营业收入中的占比大致 为多少？此外，公司对欧盟市场的销售主要通过哪种方式实现？是以境内主体直接向欧盟客户出口为 主，还是通过在欧盟国家设立的子公司进行销售，或通过第三方贸易商、代理商转销至欧盟市场？ ...

Core Insights - The process control system (PCS) is essential for monitoring, controlling, and optimizing industrial processes across various sectors, including chemicals, oil, electricity, pharmaceuticals, and food processing [1][2] - The global PCS market is projected to grow from approximately $59.4 billion in 2024 to $61.73 billion in 2025, reflecting a year-on-year growth of 3.9% [9] - In China, the PCS market is expected to reach around 43.4 billion yuan by 2025, driven by advancements in smart manufacturing and automation technologies [11][12] Industry Overview - PCS includes various automation systems such as DCS (Distributed Control System) and PLC (Programmable Logic Controller), each suited for different industrial environments [2] - DCS solutions account for about 46% of the market, primarily used in oil, gas, and chemical industries, while PLCs represent 38%, widely deployed in automotive and packaging sectors [9] - The application of PCS is expanding, with significant usage in oil and gas (29%), chemicals (22%), automotive (14%), and food and beverage (13%) sectors in 2024 [9][10] Market Dynamics - The PCS industry is experiencing rapid growth due to the integration of new technologies such as AI, big data, IoT, and cloud computing, which are transforming production management and decision-making systems [11] - The Chinese automation industry has made significant strides in technology and product quality, narrowing the gap with international brands and increasing domestic market share [12] Development Trends - The PCS sector is evolving with the integration of automation technology (AT), information technology (IT), process technology (PT), operational technology (OT), and equipment technology (ET) to create intelligent management and control systems [13] - The push for domestic innovation and the complete localization of automation equipment is becoming increasingly important for enhancing supply chain security in China [13]

证券日报网讯 1月14日，宝信软件在互动平台回答投资者提问时表示，截至目前，公司与日本东海特殊 钢金属株式会社无业务合作。 （文章来源：证券日报） ...

格隆汇1月14日丨宝信软件(600845.SH)在投资者互动平台表示，截至目前，公司与日本东海特殊钢金属 株式会社无业务合作。 ...