近日，国家标准GB/T45958-2025《网络安全技术人工智能计算平台安全框架》正式发布。该标准由全 国网络安全标准化技术委员会归口管理，华为牵头，云从科技(688327)作为核心起草单位之一，深度参 与了标准制定工作。 云从科技副总裁张立介绍，该项目构建的"可控训练场"是基于可信数据空间的大型、安全可控的模型训 练工厂，同时也是集质检、检测、备案于一体的AI安全检测中心，正好契合国家"强化算力、算法、数 据三要素供给"的部署。 在网安基地训推一体化中心，云从科技打造了安全可控的模型训练环境，有效解决了当前大模型训练面 临的高成本、高门槛及潜在安全风险难题。这一实践成为推动空间计算等前沿技术规模化落地的安全基 座。 该项目构建的"可控训练场"依托可信数据空间技术(符合云从参与的IEEE隐私计算国际标准)，实现大型 模型训练全流程安全管控，同时整合了云从在生物特征识别防伪国标(GB/T38671、GB/T41772)中积累 的攻防检测能力，形成"训练-检测-备案"一体化安全闭环，并持续跟进大模型能力要求和评估方法等领 域的技术标准立项研究工作。 在国家标准指导下，云从科技正在武汉构建更完善的AI安全产业生态。 ...

行业主要上市公司：科大讯飞 ( 002230 ) 、第四范式 ( 06682 ) 、拓尔思 ( 300229 ) 、用友网络 ( 600588 ) 、 云从科技 ( 688327 ) 、出门问问 ( 02438 ) 、迈富时 ( 02556 ) 等 本文核心数据：人工智能代理竞争派系，竞争分布热力图，市场集中度等 1、中国人工智能代理行业竞争派系 中国人工智能代理行业已经形成了较为清晰的竞争梯队，头部效应显著，而垂直领域和新兴企业正在快速崛 起中，其中竞争派系主要分为三个梯队：科技巨头类企业、垂直领域类企业、创新初创型企业。 从各梯队的代表性企业上来看，在不同梯度上的企业实际上的关键业务布局方向并不统一，企业之间更多以 差异化布局来实现技术上的突破，同时在科技巨头和垂直类领域的布局上更注重对 B 端和较为专业的市 场，这是由于企业本身所持有的技术布局和壁垒决定的。相反，初创企业则更注重对 C 端的市场，通过开 源吸引专业领域平台的一些技术人员，变现则靠相对技术水平没有那么高的付费用户。 | 梯队 | 代表企业 | 核心业务 | 关键数据 | | --- | --- | --- | --- | | | 更盛田 ...

沪深两市全天主力资金净流入100.20亿元，其中，科创板主力资金净流出20.87亿元，主力资金净流入的 有243只股，主力资金净流出的有344只股。 证券时报·数据宝统计显示，今日科创板个股上涨的有499只，涨停的有赛诺医疗、莱尔科技等2只，下 跌的有85只。 资金流向方面，今日主力资金净流入的科创板股共有243只，其中，10只个股主力资金净流入超5000万 元，东芯股份主力资金净流入1.86亿元，净流入资金居首；寒武纪、云从科技紧随其后，全天净流入资 金分别为1.38亿元、9916.17万元。主力资金净流出的有344只，净流出资金最多的是中芯国际，该股今 日上涨0.35%，全天主力资金净流出2.60亿元，其次是海光信息、芯原股份，主力资金净流出分别为 2.30亿元、2.22亿元。 从主力资金连续性进行观察，共有36只个股主力资金连续3个交易日以上持续净流入，连续流入天数最 多的是龙软科技，该股已连续8个交易日净流入；连续净流入天数较多的还有博瑞医药、鼎阳科技等， 主力资金分别连续流入7天、7天。主力资金连续流出的个股有140只，连续流出天数最多的是亿华通， 该股已连续18个交易日净流出；连续净流出天数较多的 ...

| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300476 | 胜宏科 技 | 5.24 | 4.10 | 66325.22 | 9.39 | | 002600 | 领益智 造 | 4.32 | 3.07 | 19968.11 | 9.63 | | 002938 | 鹏鼎控 股 | 3.03 | 1.80 | 13777.45 | 6.42 | | 002156 | 通富微 电 | 2.43 | 2.93 | 12815.47 | 10.52 | | 300602 | 飞荣达 | 1.15 | 15.01 | 10056.30 | 6.03 | | 688327 | 云从科 技 | 8.82 | 9.77 | 9916.17 | 7.43 | | 603936 | 博敏电 | 6.11 | 10.32 | 8008.99 | 11.67 | | | 子 | | | | | | 301308 | 江波龙 | 1.81 | ...

（文章来源：每日经济新闻） 每经AI快讯，8月11日，A股AI智能体概念震荡走强，云从科技一度涨超10%，德生科技、奥瑞德此前 涨停，中科金财、天源迪科、华盛昌、能科科技、天娱数科等跟涨。 ...

Group 1 - The current AI wave is characterized by the transformation of all industries through large models, impacting brands, efficiency, processes, systems, and organizational structures [2][4] - The rapid growth of the semiconductor industry is primarily driven by AI and large models, creating new growth dynamics in the silicon photonics sector [4][5] - The integration and upgrading of the manufacturing industry in the Yangtze River Delta region present significant opportunities, forming a collaborative development model of "Shanghai R&D, surrounding manufacturing" [1][6] Group 2 - AI applications are expected to see large-scale implementation by 2025, with the current focus on "industry + AI" to enhance existing business problems [2][3] - The demand for computing power and data transmission is increasing, leading to substantial growth potential in the silicon photonics field [4][5] - The collaboration model in the Yangtze River Delta emphasizes the roles of different regions: Zhangjiang for R&D, Shanghai for engineering, and Rugao for production [7]

Core Viewpoint - The market is experiencing a correction, particularly in the technology sector, with the Huabao AI ETF (589520) facing a decline of 2.57% amid increased trading activity, indicating potential buying interest despite the downturn [1][3]. Market Performance - The Huabao AI ETF recorded a trading volume of 19.69 million yuan, a 29% increase from the previous day, suggesting heightened market activity [1]. - The ETF closed with a premium rate of 0.39%, indicating strong buying pressure [1]. Sector Analysis - The technology sector, particularly the AI industry, is undergoing a correction due to the overall market consolidation, with the Shanghai Composite Index nearing its previous year's high [3]. - Major outflows from the computer and electronics sectors were noted, with net withdrawals of 10.66 billion yuan and 7.03 billion yuan respectively, leading to potential panic among investors [4]. Company Developments - The release of OpenAI's GPT-5 has not met market expectations, which may have contributed to the sector's downturn. However, upcoming launches of domestic models like DeepseekR2 and Huawei's AI Super Intelligent Agent are anticipated to generate renewed interest [5]. Future Outlook - Analysts suggest that the AI sector may see a resurgence, as historical trends indicate that early movers in a market often experience subsequent growth phases after initial corrections [6]. - The focus on domestic AI capabilities and the need for self-sufficiency in technology are driving investment opportunities in the sector, particularly in companies involved in semiconductor and AI applications [7][8].

沪深两市全天主力资金净流出410.85亿元，其中，科创板主力资金净流出62.31亿元，主力资金净流入的 有194只股，主力资金净流出的有394只股。 证券时报·数据宝统计显示，今日科创板个股上涨的有185只，涨停的有赛诺医疗、科威尔等4只，下跌 的有399只。 资金流向方面，今日主力资金净流入的科创板股共有194只，其中，5只个股主力资金净流入超亿元，东 芯股份主力资金净流入1.78亿元，净流入资金居首；铁建重工、信科移动紧随其后，全天净流入资金分 别为1.54亿元、1.39亿元。主力资金净流出的有394只，净流出资金最多的是中芯国际，该股今日下跌 4.34%，全天主力资金净流出10.19亿元，其次是寒武纪、云从科技，主力资金净流出分别为6.00亿元、 2.61亿元。 从主力资金连续性进行观察，共有31只个股主力资金连续3个交易日以上持续净流入，连续流入天数最 多的是龙软科技，该股已连续7个交易日净流入；连续净流入天数较多的还有海优新材、鼎阳科技等， 主力资金分别连续流入6天、6天。主力资金连续流出的个股有146只，连续流出天数最多的是亿华通， 该股已连续17个交易日净流出；连续净流出天数较多的还有星球石墨、 ...

Group 1: Industry Overview - The artificial intelligence industry in China is projected to grow from 18 billion yuan in 2017 to 600 billion yuan by 2024, and is expected to exceed 1 trillion yuan by 2030 [1] - 40 self-controlled concept stocks have seen an average increase of over 8% this year, with notable performances from companies like 瑞芯微 (190% profit growth) and 云从科技 (34% stock price increase) [1][3] Group 2: Market Dynamics - The perception of market news can vary significantly based on the perspective of different stakeholders, often leading to misleading interpretations for retail investors [5] - Historical patterns indicate that institutional investors often act before major news is released, suggesting a strategic approach to stock trading [8][15] Group 3: Institutional Behavior - The analysis of "institutional inventory" data is crucial, as it reflects the level of institutional participation in stock trading, indicating potential bullish sentiment [7][16] - Active institutional inventory can signal that large funds are positioning themselves for future gains, even if stock prices do not immediately reflect this [15] Group 4: Investment Strategy - Investors are encouraged to look beyond surface-level data and consider which companies possess core technologies versus those merely riding trends [16] - Establishing a quantitative analysis framework and focusing on key indicators like "institutional inventory" can provide deeper insights into market movements [19]

Industry Overview - The artificial intelligence agent industry in China is defined as software systems driven by large language models (LLMs) that integrate various plugins to make autonomous decisions and learn from their environment [1] - The industry has formed a complete system covering the foundational, technical, and application layers, with hardware and computing power providers at the base, model providers in the middle, and application developers and service providers at the downstream [2][5] Market Size and Growth - In 2023, the AI agent market in China reached 55.4 billion yuan, with projections to grow to 852 billion yuan by 2028, reflecting a compound annual growth rate (CAGR) of 72.7% [12] - The demand structure for AI agents is diverse and rapidly growing, with the intelligent customer service market exceeding 7 billion yuan in 2023 and expected to reach 18.13 billion yuan by 2027, a CAGR of over 27% [13] Development Trends - The AI agent industry is still in its early stages, evolving from simple chatbots to more complex agents capable of autonomous reasoning and decision-making [8] - The penetration rate of AI agents in enterprises is currently below 5% but is expected to rise to 25% for large enterprises and 15% for small and medium-sized enterprises by 2028 [15] Policy Background - Since 2015, the Chinese government has been promoting AI technology development and application through a comprehensive policy framework that includes ethical norms and data security [10][11] Competitive Landscape - The competitive landscape is characterized by a concentration of leading companies such as Alibaba, Tencent, and Baidu, which dominate the large model layer, while vertical players focus on specific industry applications [21][24] - Initial companies are leveraging technological breakthroughs and innovative models to disrupt the industry, with examples like Manus and Dify gaining significant traction [25] Future Outlook - The AI agent market is expected to experience significant growth, with industrial and medical applications showing strong potential due to the rapid release of smart manufacturing and automation needs [27] - Key technological breakthroughs in multi-modal interaction, autonomous decision-making, and multi-agent collaboration are critical for the industry's future development [30]