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].

证券代码：688369 证券简称：致远互联 公告编号：2025-027 北京致远互联软件股份有限公司 关于 2024 年年度报告的信息披露监管问询函 的回复公告 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。 北京致远互联软件股份有限公司（以下简称"致远互联"、"公司"或"上 市公司"）于近日收到上海证券交易所《关于北京致远互联软件股份有限公司 2024 年年度报告的信息披露监管问询函》（上证公函【2025】0183 号，以下简 称"《问询函》"），公司会同年审会计师事务所立信会计师事务所（特殊普通 合伙）（以下简称"立信"或"年审会计师"）就问询函中所提的问题逐项进行 了认真分析，现将相关回复具体内容公告如下： 本回复中若出现总计数尾数与所列数值总和尾数不符的情况，均为四舍五入 所致。如无特别说明，本回复中使用的简称或名词释义与《北京致远互联软件股 份有限公司 2024 年年度报告》（以下简称"2024 年年报"）一致。 基于商业秘密和商业敏感信息，根据相关法律法规、规范性文件和公司《信 息披露暂缓与豁免事务管理制度》， ...

关于对北京致远互联软件股份有限公司 2024 年年度报告的信息披露 监管问询函的专项说明 信会师函字[2025]第 ZB089 号 立信会计师事务所(特殊普通合伙) 关于对北京致远互联软件股份有限公司 2024 年年度报告的信息披露监管问询函的专项说明 信会师函字[2025]第 ZB089 号 上海证券交易所科创板公司管理部: 根据贵部于近日出具的《关于北京致远互联软件股份有限公司 2024 年年度 报告的信息披露监管问询函》(上证科创公函《2025》0183 号)相关问题的要求, 立信会计师事务所(特殊普通合伙)(以下简称:"会计师"、"我们")作为 北京致远互联软件股份有限公司(以下简称:"致远互联"或"公司)2024年年 报审计机构,现就其中要求年审会计师发表意见的事项回复如下: 本回复中若出现总计数尾数与所列数值总和尾数不符的情况,均为四舍五 入所致。如无特别说明,本回复中使用的简称或名词释义与《北京致远互联软件 股份有限公司 2024年年度报告》（以下简称"2024年年报"）一致。 基于商业秘密和商业敏感信息,根据相关法律法规、规范性文件和公司《信 息披露暂缓与豁免事务管理制度》,公司对本次问询函回 ...

Industry Rating - The industry rating is maintained at "Outperform" [1] Core Insights - The report suggests that the years 2025-2026 are expected to mark the commercialization of AI Agents, driven by advancements in large model capabilities and the introduction of key players like OpenAI, Anthropic, Microsoft, and Google [2][3] - The total addressable market (TAM) for AI Agents is estimated at approximately 3.61 trillion yuan, with significant opportunities in vertical industries such as IT and finance [2][3] - AI Agents are projected to replace specific standardized roles in various sectors, with a focus on enhancing productivity and ROI for businesses [3][48] Summary by Sections Investment Rating - The report maintains a rating of "Outperform" for the industry [1] Market Potential - The total addressable market (TAM) for AI Agents is estimated at 3.61 trillion yuan, calculated based on total salary levels, replacement rates, and efficiency optimization [50][54] - The report highlights six core scenarios where AI Agents are expected to penetrate first, including coding, banking, human resources, legal, cybersecurity, and customer service [61][62] Key Industry Insights - AI Agents are anticipated to significantly impact the banking sector, with 54% of jobs having a high potential for automation, leading to an estimated TAM of 1774.32 billion yuan in this field [71][77] - In the coding sector, AI is expected to automate up to 99% of coding tasks by the end of 2025, with a TAM of approximately 4357.84 billion yuan [63][68] - The report emphasizes that AI Agents will first replace roles in high-salary, white-collar industries such as finance, IT, and law, where the ROI for AI implementation is more favorable [55][57] Company Recommendations - The report suggests monitoring companies involved in general office applications and enterprise SaaS, as well as those in vertical markets like banking, human resources, and cybersecurity [3][4]

Core Insights - The Chinese AI + office software industry is experiencing a critical phase characterized by significant market growth, accelerated technology integration, and deepened ecosystem restructuring, with a projected market size of 30.864 billion yuan in 2024, representing a year-on-year growth of 135.55% [1][15] - The maturity of large model technology is driving a qualitative change in product functionality, with leading products like Microsoft 365 Copilot and Kingsoft WPS AI achieving over 50% efficiency improvement for users through features like "one-sentence PPT generation" and "natural language formula writing" [1][15] - The deployment of edge AI is accelerating, with manufacturers like Lenovo and Huawei launching AI PCs that pre-install localized large models, enabling intelligent creation and data analysis in offline modes, addressing data security needs in sectors like government and finance [1][15] Industry Overview - AI + office software represents a deep integration of artificial intelligence technologies with traditional office tools, enhancing work efficiency, reducing costs, and providing a more flexible and personalized experience [2] - The industry can be categorized into five main areas based on functionality and application scenarios: AI + text processing, AI + data organization, AI + presentation writing, AI + project management, and AI + communication collaboration [2] Industry Development History - The industry has evolved through four main phases: 1. The nascent phase (2010-2015) where AI began to penetrate office software with basic automation tools [4] 2. The exploratory phase (2016-2020) marked by advancements in image recognition and natural language processing, leading to the implementation of intelligent document processing [4] 3. The rapid development phase (2021-2023) where products based on large models were launched, enabling automatic document generation and data analysis [5] 4. The maturity and innovation phase (2024-present) characterized by real-time processing of text, images, and audio, with the introduction of policies to regulate AI + office software development [6] Industry Value Chain - The upstream of the AI + office software industry includes foundational technologies and hardware support, such as chips, servers, data centers, and storage devices [8] - The midstream involves the production and manufacturing of AI + office software [8] - The downstream consists of enterprise and individual users, with enterprises being the primary customers seeking automation and efficiency improvements [8] Market Size - The market size of the AI + office software industry in China is projected to reach 30.864 billion yuan in 2024, reflecting a year-on-year growth of 135.55% [15] Key Companies' Performance - The competitive landscape is characterized by leading companies like Kingsoft Office, Alibaba Cloud, Tencent, Baidu, and iFlytek, with Kingsoft Office holding a dominant position due to its high penetration rate and AI functionality [17] - Kingsoft Office reported a revenue of 1.301 billion yuan in Q1 2025, a year-on-year increase of 6.22%, and a net profit of 403 million yuan, up 9.75% [20] - iFlytek and Foxit Software are also notable players, with Foxit integrating AI into its PDF solutions and achieving significant user engagement globally [18][22] Industry Development Trends 1. The integration of technology and innovation is leading to a new era of intelligent office solutions, with AI tools evolving from auxiliary functions to core productivity enhancements [24] 2. Market demand is shifting towards high-end, customized solutions, particularly in sectors like finance and government, which require enhanced data privacy and algorithm transparency [25][26] 3. The industry is transitioning from product competition to ecosystem competition, with major players building integrated platforms that combine AI capabilities with office software [27]

Core Insights - The 2025 Digital Military Industry Conference was held in Xi'an, focusing on "Deepening Digital Transformation to Empower the Defense Industry" [1] - Beijing Zhiyuan Interconnect Software Co., Ltd. presented its innovative approach to AI reconstructing operational management models in military enterprises [1][2] Group 1: Conference Overview - The conference gathered authoritative experts, scholars, and leading enterprise representatives from the military industry to explore digital transformation paths [1] - The event highlighted the military industry's role as a pioneer in digital manufacturing and innovation [1] Group 2: Company Contributions - Zhiyuan Interconnect emphasized its "All-in-Agent" strategy, investing in the development of an Agent platform and applications [1] - The company introduced its new AI agent product line, CoMi, which includes various enterprise application agents to enhance operational efficiency [1] - The Vice President of Zhiyuan Interconnect, Han Mingyu, delivered a keynote speech analyzing the pain points and challenges faced by the military industry during digital transformation [2] Group 3: Future Directions - Zhiyuan Interconnect aims to continue contributing to the digital transformation of military enterprises by providing secure and reliable industry-specific solutions [2]