（编辑 楚丽君） 证券日报网讯 1月30日，索辰科技在互动平台回答投资者提问时表示，公司根据会计准则和自身经营情 况，持续对各类应收款项的可收回性进行评估，并将持续加强应收款项管理，努力提升资金使用效率。 ...

证券日报网讯 1月30日，索辰科技在互动平台回答投资者提问时表示，索辰科技基于自身的物理AI核心 体系，结合多项计算物理引擎技术推出的索辰具身智能虚拟训练平台，能够彻底打通真实世界与虚拟世 界的数据壁垒，实现"采集-训练-生成-评估"的完整链路，让机器人训练更经济、更高效、更真实、更简 单。 （编辑 楚丽君） ...

证券日报网讯1月27日，索辰科技在互动平台回答投资者提问时表示，公司物理AI聚焦于多物理场仿 真、物理规律驱动的智能体训练及行业级应用，面向新能源电池、具身智能、低空经济等领域的虚拟训 练，具备自主可控、安全可定制等优势。 ...

证券日报网讯 1月27日，索辰科技在互动平台回答投资者提问时表示，公司积极关注半导体领域的仿真 分析与优化解决方案。与合见工软的合作进展和成果，若未来有相关重大合作或业务进展达到信息披露 标准，公司将严格按照法律法规要求予以披露。 （编辑 任世碧） ...

证券日报网讯1月15日，索辰科技在互动平台回答投资者提问时表示，公司的电磁仿真软件是公司核心 的仿真产品之一，可用于模拟电磁波的传播、散射及耦合干扰等物理现象。该产品广泛适用于需要进行 复杂电磁场分析的各类工业研发设计场景，能够有效帮助客户缩短研发周期、降低实验成本。 ...

格隆汇1月15日｜有投资者在互动平台向索辰科技提问：公司被美国列入实体清单，公司有何应对？ 索 辰科技回复称，公司已关注到相关情况，目前公司核心技术拥有自主知识产权，主要客户集中在中国境 内，该事项对公司目前的生产经营、财务状况及科研活动不构成重大实质性影响。公司将关注后续进 展，持续评估风险并积极应对，严格按照法律法规履行信息披露义务。 ...

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the computer industry [1][11]. Core Insights - The report highlights the acceleration of AI development in the manufacturing sector, driven by a recent policy issued by multiple government departments, aiming for significant advancements in AI technology and its applications by 2027 [3][5]. - The policy outlines specific goals, including the application of 3-5 general large models in manufacturing, the creation of 100 high-quality datasets, and the promotion of 500 typical application scenarios [3][5]. - The report emphasizes the transition of industrial AI from isolated applications to comprehensive integration across all manufacturing processes, with significant growth in AI adoption among industrial enterprises [6][7]. Summary by Sections Industry Performance - The computer industry has shown a strong market performance over the past year, with a focus on AI applications in manufacturing [1]. Policy Impact - The recent policy is a detailed implementation of previous guidelines, focusing on computational power, model development, data management, and application scenarios in manufacturing [5][6]. - Specific initiatives include support for advanced training chips, the development of industry-specific models, and the establishment of a chief data officer system in enterprises [5][6]. AI Adoption - The report notes a significant increase in the adoption of large models and intelligent agents in Chinese industrial enterprises, rising from 9.6% in September 2024 to 47.5% in 2025, with expectations for further rapid growth in 2026 [6][7]. Investment Recommendations - The report suggests focusing on companies involved in industrial AI applications, data annotation, and AI computing power, including firms like Zhong控 Technology, Kingdee International, and others [7].

Market Overview - A-shares exhibited mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations, while the ChiNext Index declined, and the Sci-Tech 50 Index surged [1] - The Shanghai Composite Index closed down 0.07% at 4082.98 points, the Shenzhen Component Index fell 0.51%, the ChiNext Index dropped 0.82%, and the Sci-Tech 50 Index rose 0.82% [1] - Total trading volume in the Shanghai and Shenzhen markets was approximately 2.83 trillion yuan, a decrease of about 55 billion yuan from the previous day [1] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 20 stocks hitting the daily limit, including Qian Zhao Guang Dian and Pu Ni Ce Shi, which both reached the limit [3] - Notable performers included Jin Feng Ke Ji, which achieved a three-day limit increase, and Zhen Lei Ke Ji, which rose over 15% to reach a historical high [3] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept showed strong performance, with Ha Han Hua Tong rising over 12% and several other stocks, including China Nuclear Engineering and Aerospace Morning Light, hitting the daily limit [6] - Recent breakthroughs in controlled nuclear fusion technology were reported, with the EAST device confirming the existence of a density-free zone, providing important physical evidence for high-density operation [6][8] Industrial Software Sector - The industrial software concept gained traction, with Han De Information rising over 13% and Baoxin Software hitting the daily limit [9] - The Ministry of Industry and Information Technology, along with other departments, issued a directive to strengthen the development of industrial software, indicating a supportive policy environment for the sector [11]

Core Viewpoint - The company, Suochen Technology, focuses on CAE products and physical AI products, which cater to complex product development and engineering innovation needs in sectors like aerospace [2] Group 1: Product Offerings - The core products of the company include CAE products and physical AI products [2] - These products cover various areas such as engineering simulation, intelligent physical modeling, multi-field coupling analysis, and data-driven optimization [2] Group 2: Market Application - The company's offerings are designed to meet the demands of complex product research and development, particularly in the aerospace and engineering technology innovation fields [2] Group 3: Information Disclosure - For specific details regarding orders, customers, and cooperation, the company advises stakeholders to refer to its periodic reports and announcements published in designated information disclosure media [2]

Core Viewpoint - The company, Suochen Technology, has indicated that its core products involve engineering simulation, intelligent physical modeling, multi-field coupling analysis, and data-driven optimization, catering to the needs of complex product development in aerospace and engineering innovation fields [2] Group 1 - The company has capabilities to extend the finite element method to address issues related to crack problems, specifically in the context of simulating space station window breakage [2] - As of now, the company has not yet realized any business related to simulating space station window breakage [2]