该持股计划的标的股票来源为公司回购专用账户内的A股普通股股票，持股计划受让的标的股票数量合 计不超过81.6124万股，约占草案公告日公司股本总额的0.7083%。持股计划受让公司回购股票的价格为 16.97元/股。 智通财经APP讯，致远互联(688369.SH)披露2025年员工持股计划(草案)，参加对象为对公司整体业绩和 中长期发展具有重要作用和影响的核心骨干人员，总人数不超过48人(不含未来拟收回份额再分配人 员)。持股计划拟筹集资金总额上限为1,384.9625万元，以"份"作为认购单位，每份份额为1.00元，合计 认购份额不超过1,384.9625万份。 ...

格隆汇8月7日丨致远互联(688369.SH)公布2025年员工持股计划，本持股计划拟筹集资金总额上限为 1,384.9625万元，以"份"作为认购单位，每份份额为1.00元，合计认购份额不超过1,384.9625万份。具体 份额根据实际出资缴款金额确定。资金来源为员工合法薪酬、自筹资金以及法律法规允许的其他方式。 公司不以任何方式向持有人提供垫资、担保、借贷等财务资助。 ...

格隆汇8月7日丨致远互联(688369.SH)公布2025年限制性股票激励计划，本激励计划拟授予的限制性股 票数量330.00万股，约占本激励计划草案公告时公司股本总额的2.8641%。其中首次授予264.00万股， 约占本激励计划草案公告时公司股本总额的2.2913%，首次授予部分占本次授予权益总额的80.00%；预 留66.00万股，占本激励计划草案公告时公司股本总额的0.5728%，预留部分占本次授予权益总额的 20.00%。 ...

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 37.824 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 1.264 billion yuan [2] - A total of 243 stocks saw net inflows, while 345 stocks experienced net outflows [2] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 225 stocks rose, with two stocks, Sino Medical and Dongxin Technology, hitting the daily limit [2] - 358 stocks declined in value [2] Fund Flow Analysis - Among the stocks with net inflows, six had inflows exceeding 100 million yuan, with Dongxin Technology leading at 370.38 million yuan [3] - Other notable inflows included Han's Laser and Lianqi Technology, with net inflows of 282.55 million yuan and 256.33 million yuan, respectively [3] Continuous Fund Flow - There are 48 stocks that have seen continuous net inflows for more than three trading days, with Changguang Huaxin leading at nine consecutive days [3] - Conversely, 130 stocks have experienced continuous net outflows, with Yihua Tong showing the longest streak at 16 days [3] Top Net Inflows - The top stocks by net inflow include: - Dongxin Technology: 370.38 million yuan, 20% increase [3] - Han's Laser: 281.86 million yuan, 1.25% increase [3] - Lianqi Technology: 256.33 million yuan, 2.22% increase [3] - Other significant inflows were seen in stocks like Borui Pharmaceutical and Huahong Semiconductor [4] Stocks with Significant Outflows - The stock with the highest net outflow was Shijia Photon, with a net outflow of 206 million yuan and a decline of 2.27% [2] - Other notable outflows included Anhui Technology and Shenzhou Cell, with net outflows of 130 million yuan and 112 million yuan, respectively [2]

Core Viewpoint - Luzhou Zhiyuan Collaborative Software Technology Co., Ltd. has been established, fully owned by Zhiyuan Huilian (688369), focusing on software development and related services [1][3]. Group 1: Company Information - The legal representative of Luzhou Zhiyuan is Yang Jian [1]. - The company is registered with a capital of 1 million yuan [2]. - The business scope includes software development, sales, outsourcing services, and retail of computer hardware and software [1][2]. Group 2: Ownership Structure - Luzhou Zhiyuan is wholly owned by Zhiyuan Huilian, which holds a 100% stake [3].

证券之星消息，8月4日软件开发板块较上一交易日上涨0.37%，金现代领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300830 | 金现代 | 13.58 | 19.96% | 106.46万 | 13.55 Z | | 688118 | 普元信息 | 33.00 | 12.09% | 14.91万 | 4.73亿 | | 688369 | 致远互联 | 33.30 | 7.25% | 9.43万 | 3.01亿 | | 300378 | 鼎捷数智 | 65.02 | 6.61% | 53.90万 | 34.06亿 | | 300556 | 丝路视觉 | 22.30 | 5.19% | 19.87万 | 4.37亿 | | 688030 | 山石网科 | 19.52 | 3.77% | 5.97万 | 1.15亿 | | 002362 | 汉王科技 | 26. ...

Group 1 - The China Industrial and Information Technology Ministry has deployed key tasks for the second half of the year, emphasizing the promotion of "AI + manufacturing" actions and strengthening foundational research and key application scenarios [2] - Several state-owned enterprises have initiated actions in line with the ministry's directives, including the establishment of the AI + New Industrialization Innovation Research Institute by China Mobile and the launch of an integrated AI service platform by China Telecom [2] - The national-level AI platform "Huanxin Community" was introduced to promote the maturity of domestic AI technologies and industry ecosystems, aggregating data sets from 13 industries and opening up 40 high-value strategic AI scenarios from 16 state-owned enterprises [2] Group 2 - The Xinchuang ETF (562570) has seen a strong increase of 1.65% as of July 31, with constituent stocks such as Yonyou Network rising by 10.03% and 360 by 6.20% [1] - The Xinchuang ETF (562570) has experienced significant growth in scale, with an increase of 229 million yuan and a rise of 15.9 million shares over the past three months [1][3] - The Xinchuang ETF (562570) tracks the CSI Information Technology Application Innovation Industry Index, focusing on leading companies in AI, data computing, industrial software, and information security [3]

近日，在2025世界人工智能大会"AI商业落地论坛"上，亿欧智库重磅发布《2025中国AI商业落地应用价 值研究报告》（以下简称《报告》），系统梳理了AI技术在千行百业的应用价值与趋势。致远互联凭 借其在AI Agent领域的创新实践与商业落地成果，CoMi成功入选该《报告》案例，并荣登"2025中国AI Agent企业商业落地TOP20"榜单。 致远互联以AI为引擎，使能组织智能化升级 据介绍，作为协同运营管理领域的引领者，致远互联以"AI为引擎、数据为驱动、平台为基座"打造AI- COP智能协同运营平台，助力政企客户实现运营智能化、管理精益化与决策科学化，使能组织智能化升 级。其核心能力聚焦三大维度：开放的智能体开发与运行平台提供CoMi智能体开发平台（CoMi- Agent）及运行环境，支持自研Agents、接入第三方能力/Agents以及客户定制Agents。丰富的智能应用 体系：构建覆盖多业务领域的CoMi智能体家族（CoMi Agents）及完善的智能应用图谱。多样化的用户 交互界面集成CoMi门户、CoMi助手、CoMi数字人、CoMi开放服务等多种交互方式，显著提升用户体 验。 此外，致远互联 ...

Investment Rating - The report maintains a positive investment rating for the domestic computing power and AI application sectors, highlighting significant growth potential in these areas [6]. Core Insights - A new round of AI "arms race" has commenced globally, with the release of major models like Grok4 and Kimi K2 expected to significantly boost domestic computing power demand and application ecosystems [4][10]. - The report emphasizes the importance of focusing on domestic AI computing power, particularly in chip design, advanced wafer manufacturing, and liquid cooling technologies [4]. - Various AI application sectors are highlighted, including office automation, programming, terminal AI, ERP/CRM, judicial applications, financial/taxation services, education, healthcare, and customer service [4]. Summary by Sections Market Review - During the week of July 7-11, the CSI 300 index rose by 0.82%, the SME index increased by 0.73%, and the ChiNext index saw a rise of 2.36%. The computer sector (CITIC) experienced a growth of 3.37% [2]. Industry News - Notable company developments include Zhuoyi Information's plan to reduce its shareholding by up to 2,271,445 shares, representing no more than 1.88% of total shares [3]. - Wanjie Technology received nine invention patent certificates from the National Intellectual Property Administration [3]. Weekly Insights - The report suggests focusing on key players in the domestic AI computing power sector, such as Cambrian and Haiguang Information in chip design, and SMIC in advanced wafer manufacturing [4]. - The report also identifies various AI application companies across different sectors, including Kingsoft Office, Hehe Information, and Keda Xunfei in office automation and education [4]. Recent Developments - The report outlines significant investments and acquisitions in the AI sector, including Amazon's potential additional investment in Anthropic and Google's acquisition of AI programming startup Windsurf's core talent and technology [16][17]. - The report notes that xAI, led by Elon Musk, is negotiating a new funding round that could value the company at up to $200 billion, reflecting the growing interest and investment in AI technologies [10][18]. AI Application Ecosystem - The report highlights the rapid growth of AI applications, with OpenAI and Anthropic achieving annual recurring revenues (ARR) of $10 billion and $3 billion, respectively [22]. - Domestic AI applications like deepseek and Doubao are showing significant commercial potential, with user engagement metrics comparable to leading international AI applications [22]. Global AI Company Rankings - The report provides a ranking of global AI companies based on their ARR, with OpenAI leading at $10 billion, followed by Anthropic at $3.008 billion [23].

Core Viewpoint - Beijing Zhiyuan Huilian Software Co., Ltd. reported significant declines in revenue and net profit for the fiscal year 2024, with total revenue of 847 million yuan, a year-on-year decrease of 18.97%, and a net loss of 236 million yuan, a drastic decline of 371% compared to the previous year [2][18]. Financial Performance - The company adjusted its revenue figures, reporting a total operating income of 846.53 million yuan, which is 71.3 million yuan lower than previously disclosed [2][4]. - The revenue from distribution mode decreased by 41.64%, while the gross margin for this mode was 78.29%, higher than the direct sales margin of 61.93% [18][27]. - The total sales and management expenses amounted to 562 million yuan, accounting for 66.4% of total revenue, an increase of 14.73 percentage points year-on-year [18][19]. Revenue Adjustment Reasons - The revenue adjustment was primarily due to a cautious reduction in dealer income and an increase in contract liabilities, as well as impairment provisions for associated companies [2][10]. - The company identified discrepancies in the sales data due to inaccurate or incomplete information provided by dealers, leading to a reduction in recognized revenue [4][9]. Market and Industry Analysis - The company operates in a highly competitive environment, facing challenges from major internet companies in the small and medium enterprise market, while large enterprises are experiencing budget cuts affecting IT investments [19][25]. - The shift in market demand towards customized solutions and the acceleration of digital transformation has increased the complexity and cost of project delivery, impacting profit margins [20][21]. Internal Control and Governance - The company has acknowledged deficiencies in its financial management and internal control systems, leading to repeated corrections in performance forecasts and reports [10][11]. - A special rectification team has been established to enhance financial management, improve information disclosure quality, and strengthen internal controls [14][15]. Future Outlook - The company is focusing on upgrading its financial accounting and internal control systems to better adapt to market changes and improve operational efficiency [16][26]. - The ongoing transformation and upgrade of the business model are critical for the company to regain market confidence and ensure sustainable growth in the future [25][26].