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代码生产的AI时代来了!B端刚需爆发,国产AI编程生态迎黄金风口,产业链核心企业解读
Xin Lang Cai Jing· 2026-01-27 12:24
Group 1: Large Model + Code Intelligence Core - iFlyCode by iFLYTEK is the first domestic intelligent programming tool with voice interaction features, supporting code generation, explanation, bug correction, unit test generation, and intelligent Q&A across major programming languages [1][18] - StarRing Technology focuses on AI code generation for big data development, achieving over 90% accuracy in code generation and serving over 200 paying enterprise clients by 2025 [1][19] - Tuya Technology integrates NLP capabilities with AI programming solutions for government and financial sectors, enhancing system development efficiency and reducing maintenance costs [2][20] Group 2: IDE + AI Programming Tools Core - ZTE Information has developed SnapDevelop, an AI-assisted programming tool that increases software development efficiency by 2-3 times and supports multiple programming languages [3][22] - Wanjing Technology targets lightweight development scenarios with AI programming tools, significantly lowering the development barrier for small and medium enterprises [4][23] - CaiXun Co. provides AI programming solutions tailored for the financial sector, enhancing software development efficiency and compliance risk management [5][24] Group 3: Low-Code + AI Programming Integration - Puyuan Information integrates AI programming capabilities into its low-code development platform, improving enterprise application development efficiency by over 40% [7][24] - Jinxianda focuses on the electric power industry, utilizing a proprietary model to enhance development efficiency and customer advantages in AI programming and low-code applications [8][26] - Zhiyuan Interconnect's low-code platform has served over 10,000 enterprise clients, reducing development cycles by over 50% through AI programming capabilities [9][27] Group 4: Industry Solutions + AI Programming - Hengsheng Electronics has developed a low-code platform that integrates AI programming for the financial sector, improving development efficiency by over 60% [11][28] - Saiyi Information focuses on the manufacturing sector, providing AI programming tools that enhance software development efficiency by over 50% [12][29] - Keda Guochuang integrates AI programming into its software development for the electric power and government sectors, reducing development costs by approximately 30% [13][30] Group 5: Enterprise-Level AI Programming Solutions - New Jue Network combines AI programming with intelligent operation and maintenance services, achieving a customer repurchase rate of 83% in 2024 [15][31] - Yonyou Network integrates AI programming into its ERP systems, enhancing development efficiency by over 50% for various enterprise scenarios [16][32]
A股异动丨发布DeepSeek-OCR 2!相关概念股走强,开普云涨近13%
Ge Long Hui A P P· 2026-01-27 06:46
Group 1 - The A-share market saw a strong performance in DeepSeek concept stocks, with notable gains from companies such as Kaipu Cloud, Huapei Power, and Chipeng Micro [1][2] - Kaipu Cloud's stock increased by approximately 12.92%, with a total market capitalization of 18.4 billion [2] - Huapei Power reached a 10% increase, hitting the daily limit, with a market value of 8.186 billion [2] - Chipeng Micro's stock rose over 6%, with a market capitalization of 9.257 billion [2] Group 2 - DeepSeek released a new model called DeepSeek-OCR 2, which utilizes an innovative DeepEncoder V2 method to enhance AI's ability to dynamically rearrange image components based on their meaning [1] - This model outperforms traditional visual-language models in processing complex layouts, such as documents or charts, demonstrating superior intelligent and causal reasoning capabilities [1]
AI应用端盘初活跃 久其软件等多股涨停
Xin Lang Cai Jing· 2026-01-27 01:39
【AI应用端盘初活跃 久其软件等多股涨停】智通财经1月27日电,早盘AI应用端活跃,久其软件、三维 通信、凯文教育、遥望科技涨停,值得买、流金科技、普元信息等跟涨。消息面上,据腾讯研究院,开 源项目Clawdbot在硅谷爆火,可在Mac mini上运行,兼具本地AI智能体和聊天网关双重身份,通过 WhatsApp、iMessage等随时对话。 转自:智通财经 ...
普元信息股价跌5.28%,富荣基金旗下1只基金位居十大流通股东,持有101.81万股浮亏损失188.35万元
Xin Lang Cai Jing· 2026-01-26 02:13
1月26日,普元信息跌5.28%,截至发稿,报33.20元/股,成交8494.67万元,换手率2.67%,总市值30.98 亿元。 截至发稿,李延峥累计任职时间4年224天,现任基金资产总规模5.8亿元,任职期间最佳基金回报 46.7%, 任职期间最差基金回报-31.03%。 声明:市场有风险,投资需谨慎。 本文基于第三方数据库自动发布,任何在本文出现的信息(包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验,因此本文内 容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联系 biz@staff.sina.com.cn。 责任编辑:小浪快报 数据显示,富荣基金旗下1只基金位居普元信息十大流通股东。富荣信息技术混合A(013345)三季度 新进十大流通股东,持有股数101.81万股,占流通股的比例为1.09%。根据测算,今日浮亏损失约 188.35万元。 富荣信息技术混合A(013345)成立日期2021年10月28日,最新规模1.2亿。今年以来收益25.7 ...
突发,资金尾盘重金杀入!金融科技ETF(159851)放量涨逾1%,净申购飙增超4亿份!谁在抢筹?
Xin Lang Ji Jin· 2026-01-23 12:03
2、行情预期支撑: 中信建投指出,市场逐步向慢牛行情演进,而证券板块的行情亦不会缺席这一进程。该机构强调,股票 市场活跃度是证券行业估值与业绩的同频指标,其景气度决定了板块估值的下限,而互联网券商因对交 易量敏感、业绩弹性大,成为重点推荐方向。* 3、AI赋能金融IT: 周五(1月23日),A股市场放量上涨,金融科技大面积飘红,中证金融科技主题指数反弹逾1%。其 中,星环科技领涨超10%,电科数字、拉卡拉、普元信息、信安世纪、新国都、拓尔思、赢时胜等多股 涨超2%。 热门ETF方面,百亿金融科技ETF(159851)场内收涨1.36%,全天放量成交8.16亿元。值得一提的是, 资金尾盘放量净流入,净申购放大至4.26亿份,按当日场内平均价计算约3.81亿元,统计来看资金单周 净流入超9亿元! | | | 分财 部日 1分 5分 15分 30分 · | | | F9 盘新盘后 盈加 九成 图坛 工具 @ 2 > | | | | | | 金融科技ETF | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | - ...
普元信息股价涨5.16%,富荣基金旗下1只基金位居十大流通股东,持有101.81万股浮盈赚取176.13万元
Xin Lang Cai Jing· 2026-01-23 02:33
数据显示,富荣基金旗下1只基金位居普元信息十大流通股东。富荣信息技术混合A(013345)三季度 新进十大流通股东,持有股数101.81万股,占流通股的比例为1.09%。根据测算,今日浮盈赚取约 176.13万元。 1月23日,普元信息涨5.16%,截至发稿,报35.23元/股,成交6145.35万元,换手率1.93%,总市值32.88 亿元。 资料显示,普元信息技术股份有限公司位于中国(上海)自由贸易试验区学林路36弄研创园17号楼,成立 日期2003年3月26日,上市日期2019年12月4日,公司主营业务涉及面向金融、政务、能源、电信、制造 业等行业大中型用户,提供自主可控、安全可靠的软件基础平台及应用软件开发服务。主营业务收入构 成为:软件基础平台业务84.68%,基于软件基础平台的应用开发业务15.32%。 从普元信息十大流通股东角度 截至发稿,李延峥累计任职时间4年221天,现任基金资产总规模5.8亿元,任职期间最佳基金回报 46.7%, 任职期间最差基金回报-31.03%。 声明:市场有风险,投资需谨慎。 本文基于第三方数据库自动发布,任何在本文出现的信息(包括但 不限于个股、评论、预测、图表、指 ...
以“AI+”点燃新型工业化发展引擎
Xin Hua Ri Bao· 2026-01-23 01:40
□ 本报记者 孟 旭 在这份雄厚的"家底"中,新一代信息技术、高端装备制造两大主导产业作为"压舱石"稳步提升,2025年 实现产值5510亿元,同比增长5.5%。生物医药及大健康、纳米技术应用及新材料、人工智能及数字、 新能源及绿色产业四大新兴产业集群活力蓬勃,规模预计超5740亿元,同比增长7%。在细胞与基因技 术、生物制造、ITBT(信息技术与生物技术交叉)、大模型、先进半导体等未来产业领域,园区积极 谋划、提前落子,积蓄长远发展后劲。 企业是经济运行的细胞,也是创新活力的源泉。至"十四五"末,园区已孕育了7家百亿级的工业企业、 72家上市企业、220家国家级专精特新"小巨人"以及超3200家国家高新技术企业,构成了一个"链主引 领、梯队协同、万马奔腾"的企业发展生态。 1月16日,世界经济论坛揭晓新一批全球"灯塔工厂"评选结果,友达光电(苏州)有限公司、苏州昆岭 薄膜工业有限公司分别入围"人才灯塔""生产效率灯塔"。至此,园区累计拥有5家"灯塔工厂",在全国 开发区中首屈一指。 面向"十五五",园区推进新型工业化的路线图已然绘就。今年,园区将牢牢把握智能化、绿色化、融合 化三大方向,围绕全年26项具体工 ...
普元信息股价涨5.06%,华宝基金旗下1只基金位居十大流通股东,持有128.53万股浮盈赚取217.22万元
Xin Lang Cai Jing· 2026-01-21 02:39
Group 1 - The core point of the article highlights that Puyuan Information's stock increased by 5.06% to 35.09 CNY per share, with a trading volume of 1.20 billion CNY and a turnover rate of 3.84%, resulting in a total market capitalization of 3.274 billion CNY [1] - Puyuan Information Technology Co., Ltd. is located in the China (Shanghai) Free Trade Pilot Zone and was established on March 26, 2003, with its listing date on December 4, 2019. The company primarily provides software infrastructure platforms and application software development services to large and medium-sized users in various industries, including finance, government, energy, telecommunications, and manufacturing [1] - The company's revenue composition indicates that 84.68% comes from software infrastructure platform business, while 15.32% is from application development based on the software infrastructure platform [1] Group 2 - From the perspective of Puyuan Information's top ten circulating shareholders, Huabao Fund's Huabao CSI Financial Technology Theme ETF (159851) entered the top ten shareholders in the third quarter, holding 1.2853 million shares, which accounts for 1.38% of the circulating shares. The estimated floating profit today is approximately 2.1722 million CNY [2] - The Huabao CSI Financial Technology Theme ETF (159851) was established on March 4, 2021, with a latest scale of 12.319 billion CNY. Year-to-date returns are 4.31%, ranking 2828 out of 5542 in its category; the one-year return is 27.58%, ranking 2707 out of 4243; and since inception, the return is 76.52% [2] Group 3 - The fund managers of Huabao CSI Financial Technology Theme ETF are Chen Jianhua and Cao Xucheng. As of the report, Chen Jianhua has a cumulative tenure of 13 years and 34 days, with a total fund asset scale of 27.702 billion CNY, achieving a best fund return of 186.34% and a worst return of -49.65% during his tenure [3] - Cao Xucheng has a cumulative tenure of 245 days, with a total fund asset scale of 35.182 billion CNY, achieving a best fund return of 132.7% and a worst return of -2.42% during his tenure [3]
部分AI应用股上涨,浙文互联涨停,蓝色光标涨超6%
Ge Long Hui· 2026-01-20 03:23
Group 1 - The A-share market saw significant increases in AI application stocks on January 20, with notable performers including Zhejiang Wenhu Internet, which hit the daily limit, and Puyuan Information, which rose nearly 8% [1][2] - Other companies that experienced substantial gains include BlueFocus Communication Group, Jinxi Modern, and Xinhua Du, all of which rose over 6%, while Southern Media and Kaichun Co. increased by over 4% [1][2] Group 2 - Specific stock performance data shows Zhejiang Wenhu Internet (code 600986) increased by 10.04% with a total market value of 14.8 billion, and a year-to-date increase of 27.49% [2] - Puyuan Information (code 688118) rose by 7.98%, with a market value of 3.194 billion and a year-to-date increase of 34.13% [2] - BlueFocus Communication Group (code 300058) saw a 6.62% increase, with a market value of 64.7 billion and a year-to-date increase of 56.51% [2] - Jinxi Modern (code 300830) increased by 6.06%, with a market value of 5.93 billion and a year-to-date increase of 28.98% [2] - Xinhua Du (code 002264) rose by 5.56%, with a market value of 7.515 billion and a year-to-date increase of 18.23% [2] - Southern Media (code 601900) increased by 4.95%, with a market value of 13.8 billion and a year-to-date increase of 17.08% [2] - Kaichun Co. (code 301001) rose by 4.67%, with a market value of 2.762 billion and a year-to-date increase of 16.89% [2]
A股部分AI应用股上涨,浙文互联涨停,蓝色光标涨超6%
Jin Rong Jie· 2026-01-20 03:20
Group 1 - The A-share market saw a rise in certain AI application stocks, with Zhejiang Wenhu Internet reaching the daily limit increase [1] - Puyuan Information increased by nearly 8%, indicating strong investor interest in AI-related companies [1] - BlueFocus Communication, Jin Modern, and Xinhua Du all rose by over 6%, reflecting a broader trend in the market towards AI applications [1] - Southern Media and Kaichun Co. both experienced increases of over 4%, further showcasing the positive sentiment in the AI sector [1]