2025年4月7日至8日凌晨，中央汇金、中国诚通、中国国新、中国电科等相继宣布增持。截至4月8日 09:42，上证科创板人工智能指数(950180)强势上涨 2.72%，成分股虹软科技(688088)上涨9.11%，芯海科技(688595)上涨8.11%，凌云光(688400)上涨6.12%，安恒信息(688023)，云天励飞(688343)等个股跟涨。 科创AIETF(588790)上涨1.96%，最新价报0.52元。 中央汇金公司公告称，坚定看好中国资本市场发展前景，充分认可当前A股配置价值，已再次增持了交易型开放式指数基金（ETF），未来将继续增持，坚 决维护资本市场平稳运行。 中国国新表示，旗下国新投资有限公司将以股票回购增持专项再贷款方式增持中央企业股票、科技创新类股票及ETF等，首批金额为800亿元。 中金公司最新发布的研报显示，相比2018年或者相比过去3年，中国股票市场具备较多有利条件，包括地缘叙事和科技叙事的变化，以及中国资产本身的估 值优势和宏观政策发力的空间。总体而言，中国资产短期相比全球股市具备韧性，中期机会大于风险，若政策应对得当，市场风险溢价有望继续好转，"中 国资产重估"仍在进行 ...

证券代码：688088 证券简称：虹软科技 公告编号：临 2025-006 虹软科技股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律 责任。 重要内容提示： ⚫ 大股东持股的基本情况 截至本公告日，南京瑞联新兴产业投资基金合伙企业（有限合伙）（以下简 称瑞联新产业）持有虹软科技股份有限公司（以下简称公司）股份 46,070,332 股，占公司总股本的 11.48%。上述股份来源均为公司 IPO 前取得的股份，且已 于 2020 年 7 月 22 日起解除限售并上市流通。 ⚫ 减持计划的主要内容 瑞联新产业因资金安排需要，拟自本次减持计划公告之日起十五个交易日后 的三个月内，通过大宗交易、集中竞价方式减持公司股份数量合计不超过 12,035,112 股，即合计不超过公司总股本的 3%。其中，采取集中竞价交易方式 减持的，在任意连续 90 日内，减持股份的总数不超过公司股份总数的 1%；采取 大宗交易方式减持的，在任意连续 90 日内，减持股份的总数不超过公司股份总 数的 2%。减持价格按 ...

证券代码：688088 证券简称：虹软科技 公告编号：临 2025-005 虹软科技股份有限公司 2024 年度业绩快报公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 本公告所载 2024 年度主要财务数据为初步核算数据，未经会计师事务所审 计，具体数据以公司 2024 年年度报告中披露的数据为准，提请投资者注意投资 风险。 一、2024 年度主要财务数据和指标 单位：人民币万元 | 项目 | 本报告期 | 上年同期 | 增减变动幅 | | --- | --- | --- | --- | | | | | 度（％） | | 营业总收入 | 81,517.35 | 67,025.44 | 21.62 | | 营业利润 | 20,164.29 | 10,768.75 | 87.25 | | 利润总额 | 20,173.39 | 10,674.32 | 88.99 | | 归属于母公司所有者的净利润 | 17,520.61 | 8,848.77 | 98.00 | | 归属于母公司所有者的扣除非 经常性损益的净利润 | 15 ...

Company and Industry Summary Company Overview - The company operates in the technology sector, focusing on mobile devices, AI-driven products, and smart driving solutions. Key Points Business Segments and Performance - The company has three main business segments contributing to its performance: smart mobile terminals, smart driving, and AI-related products. The growth in profit is significantly higher than revenue growth, indicating improved efficiency and cost management [1][2][3] - The mobile business is expected to maintain stable growth, driven by innovative products launched in 2023, such as the "Smart Beyond Integration" series, which includes multiple advanced features [3][4] - The smart driving business is divided into two solutions: a software-only solution and a combined hardware-software solution, with the software solution expected to maintain a gross margin of around 90% [9][10] Future Growth Projections - The company anticipates a revenue growth target of 60% to 100% for its automotive business in 2025, with similar expectations for 2026 contingent on market conditions [12][16] - The mobile business is projected to see a slight increase in growth, supported by ongoing product innovations and market trends [16] AI and Technology Trends - The company is actively exploring AI applications in mobile devices and smart glasses, with ongoing developments in AI glasses expected to enhance user experience [6][7][8] - The integration of AI in mobile technology is seen as a significant trend, with expectations that consumer demand will drive further advancements [4][5] Commercialization and Market Strategy - The company is focused on enhancing user engagement and expanding its B2B and B2C user base for its commercial photography services, with ongoing improvements in product features [13][14][15] - Collaborations with major e-commerce platforms like Alibaba and Douyin are in place to enhance product offerings and market reach [14] Challenges and Considerations - The company acknowledges challenges in the AI mobile segment, particularly regarding user experience and the need for seamless integration of cloud services [5] - The automotive sector is undergoing significant transformation, and the company is positioned to capitalize on low-cost solutions and software advancements [9][10] Additional Insights - The company has established partnerships with various mobile and AI companies, indicating a robust network for future growth [8] - The focus on user experience and product innovation is critical for maintaining competitive advantage in a rapidly evolving market [6][7]

Investment Rating - The report initiates coverage with a "Buy" rating for the company [4][11]. Core Insights - The company is a leading player in the domestic visual AI sector, with significant recovery in smartphone-related AI applications, achieving revenue of 581 million yuan in 2023, a year-on-year increase of 22.8% [1][36]. - The company is actively expanding its AI application technologies, particularly in smart glasses and AI commercial photography, which are expected to contribute significantly to new revenue streams [2][59]. - The smart driving solutions segment has shown rapid growth, with revenue reaching 74.29 million yuan in 2023, a year-on-year increase of 67.3% [3][36]. - Revenue forecasts for 2024-2026 are optimistic, with expected revenues of 815 million yuan, 984 million yuan, and 1.17 billion yuan, respectively, reflecting growth rates of 21.61%, 20.78%, and 18.90% [4][11]. Summary by Sections 1. Company Overview - The company has deep roots in the computer vision industry, leveraging over 30 years of experience and a strong foundation in edge AI technology [21]. - The controlling shareholder has a long-term stake in the company, which reflects confidence in its growth trajectory [26][29]. - The company has maintained a stable and highly skilled management team, with significant technical expertise [29][30]. 2. AI Application Expansion - The company has launched the PhotoStudio® AI smart commercial photography cloud studio, which is expected to enhance efficiency for e-commerce sellers and tap into a potential revenue space of hundreds of millions annually [2][59]. - The integration of AI capabilities into smart glasses is anticipated to open new market opportunities, with a focus on enhancing user experience through audio and visual functionalities [51][54]. 3. Financial Performance - The company reported a total revenue of 670.25 million yuan in 2023, with a compound annual growth rate of 14.42% from 2016 to 2023 [32]. - The net profit for 2023 was 88.49 million yuan, marking a significant year-on-year increase of 53.10% [32]. - The company has maintained a high gross margin of 90.35% in 2023, with expectations for continued profitability improvements in the coming years [33]. 4. Market Position and Growth Potential - The company is well-positioned in the smartphone visual AI market, with its solutions integrated into major global smartphone brands [23][37]. - The smart driving solutions segment is expected to continue its rapid growth, supported by increasing demand for advanced driver-assistance systems [3][36]. - The global AI smartphone market is projected to grow significantly, with the company poised to benefit from this trend through its innovative solutions [45][46].

给预告给大家做一个详细的介绍好的各位投资者大家下午好我是弘然投完登奇我现在给我们的一些财务数据还有几个业务情况做基本的介绍2024年公司预计的一页收入是实现一页收入为8.15亿元 同比增长21.6%左右,预计实现的规模金利润为1.78亿元,同比预计增长101.16%左右,预计实现扣非的规模金利润是1.56亿元,同比的增速预计在128.87左右。 2024年度公司也是紧跟全球消费电子行业复苏的步伐积极把握市场变化的趋势通过技术和产品的创新市场的开拓还有经营管理优化等多种方面的工作我们实现了移动智能终端和直升机车两大优势板块收入的双双的攀升 驱动了我们公司规模经营人同比大幅的增长也展现出了我们公司强大的市场适应能力与竞争的优势第一部分在消费电子领域AI的新技术新的产品的加速探索和落地为行业是注入了活力2023年到2024年公司下游客户对公司视觉算法需求有增加那所以我们移动智能终端义务收入会实现较好的增长 2024年的前三季度公司智能驾驶业务以及其他IoT业务实现收入是7900万元较上年同期增长108在智能汽车领域随着公司定点项目的开拓和项目的推进比如第一个我们有陆续新增海内外的定点车型然后第二个持续探索客户的需求 ...

Investment Rating - The investment rating for the company is maintained as "Buy" with a target price of 58.71 RMB [8][9]. Core Views - The company is expected to achieve revenue of approximately 815 million RMB in 2024, representing a year-over-year growth of 21.6%, and a net profit of around 178 million RMB, reflecting a year-over-year increase of 101.16% [1]. - The strong performance is attributed to the high growth in the intelligent driving business and rapid growth in the smartphone business, indicating potential for future earnings elasticity [1]. - The intelligent driving business is projected to maintain high growth in 2024, driven by the continuous mass production and shipment of intelligent cockpit algorithms, with the company being a leading player in the domestic DMS market [3]. - The intelligent terminal business is also expected to grow rapidly in 2025, with new products such as AI smartphones and AI glasses anticipated to contribute to revenue growth [4]. Summary by Sections Revenue and Profit Forecast - The company forecasts revenue growth from 670.25 million RMB in 2023 to 815.32 million RMB in 2024, and further to 1,020 million RMB in 2025, with corresponding net profits expected to rise from 88.49 million RMB in 2023 to 178 million RMB in 2024 and 283.77 million RMB in 2025 [7]. - The EPS is projected to increase from 0.22 RMB in 2023 to 0.44 RMB in 2024 and 0.71 RMB in 2025 [5]. Business Segments - The intelligent driving segment is expected to see accelerated growth in 2024, with a focus on achieving mass production for external ADAS clients by 2025 [3]. - The intelligent terminal segment is anticipated to maintain high profitability and growth, with the introduction of more integrated solutions and the application of large models in smartphones [4]. Valuation - The company’s target price is set at 58.71 RMB, based on a target PE of 83 times for 2025, reflecting its leading position in intelligent driving and commercial photography sectors [5].

证券代码：688088 证券简称：虹软科技 公告编号：临 2025-003 虹软科技股份有限公司 2024 年年度业绩预告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 2024 年 1 月 1 日至 2024 年 12 月 31 日。 1、经财务部门初步测算，虹软科技股份有限公司（以下简称公司）预计 2024 年度实现归属于母公司所有者的净利润为 17,800.00 万元左右，与上年同期（法 定披露数据）相比，将增加 8,951.23 万元左右，同比增长 101.16%左右。 2、预计 2024 年度实现归属于母公司所有者的扣除非经常性损益的净利润为 15,579.03 万元左右，与上年同期（法定披露数据）相比，将增加 8,772.09 万 元左右，同比增长 128.87%左右。 （三）公司本期业绩预告未经注册会计师审计。 二、上年同期业绩情况和财务状况 2023 年度利润总额：10,674.32 万元。 2023 年度归属于母公司所有者的净利润：8,848.77 万元。 20 ...

第三届监事会第二次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 虹软科技股份有限公司（以下简称公司）第三届监事会第二次会议通知于 2024 年 12 月 27 日以电子邮件等书面方式送达全体监事，会议于 2024 年 12 月 31 日在公司会议室以现场结合通讯会议的方式召开。本次会议为紧急会议，经 与会监事同意，豁免本次会议的提前通知期限要求，与会监事均已知悉与所议事 项相关的必要信息，召集人已在会议上作出相关说明。本次会议应出席监事 3 人， 实际出席监事 3 人。本次会议由监事会主席刘晓倩女士主持，公司董事会秘书列 席会议。本次会议的召集、召开和表决情况符合法律、行政法规、部门规章、规 范性文件以及《公司章程》《监事会议事规则》的相关规定。 二、监事会会议审议情况 证券代码：688088 证券简称：虹软科技 公告编号：临 2025-001 虹软科技股份有限公司 具体内容详见同日刊载于上海证券交易所网站（www.sse.com.cn）的《关于 募投项目延期的公告》。 表决结果：3 ...

FANGDA PARTNERS http://www.fangdalaw.com 本法律意见书仅就本次股东大会的召集和召开程序、出席会议人员、召集人、 表决程序是否符合相关中国法律法规及《公司章程》的规定以及表决结果是否合 法、有效发表意见，并不对任何中国法律法规以外的国家或地区的法律发表任何 意见。本法律意见书的出具基于以下假设：（1）公司所提供的所有文件正本及副 本均为真实、准确、完整的；（2）公司已向本所披露一切足以影响本法律意见书 出具的事实和文件，且无任何隐瞒、疏漏之处。 本所及指派律师依据《中华人民共和国证券法》《律师事务所从事证券法律 业务管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定及本法 律意见书出具日以前已经发生或者存在的事实，严格履行了法定职责，遵循了勤 勉尽责和诚实信用原则，进行了充分的核查验证，保证本法律意见所认定的事实 真实、准确、完整，所发表的结论性意见合法、准确，不存在虚假记载、误导性 陈述或者重大遗漏，并承担相应法律责任。 本法律意见书仅供公司为本次股东大会之目的使用。未经本所事先书面同意， 本法律意见书不得向任何第三方提供，或被任何第三方所依赖，或用作任何其他 ...