Core Viewpoint - Guangxi is actively pursuing the development of artificial intelligence (AI) to transform its economy and catch up with other regions, particularly by leveraging its connections with ASEAN countries and attracting AI enterprises to the region [1][2][3]. Group 1: Investment and Partnerships - He Yujun, chairman of Xingjing Weiwang Group, was welcomed by Chen Gang, the Secretary of the Guangxi Zhuang Autonomous Region, to discuss cooperation in the AI industry [1]. - An investment cooperation agreement was signed between Nanning Financial Group and Hongli Culture Communication (Wuhan) Co., Ltd., founded by He Yujun [1]. - The China-ASEAN AI Innovation Cooperation Center, also known as the "Nanning Center," has signed agreements with 16 ASEAN enterprises, marking a significant step in establishing a hub for AI development [1][2]. Group 2: Government Initiatives - Guangxi has established an AI development task force and an AI industry development fund to consolidate resources and promote AI development across the region [2]. - Chen Gang emphasized the urgency for Guangxi to not fall behind in the AI era, stating that early adoption of AI will lead to economic advantages [2][3]. - The region's new strategies were highlighted during a high-profile economic development conference, indicating a strong commitment to integrating AI into various sectors [2]. Group 3: Industry Attraction - Since March, various AI companies have been invited to Guangxi, with notable partnerships formed, including a collaboration with Qi Anxin Technology Group to establish an AI security research institute [3][4]. - The focus is on attracting leading AI enterprises from major cities like Beijing, Shanghai, Guangzhou, and Shenzhen to create a cross-border industrial ecosystem [4]. - The Nanning Center has already welcomed 40 projects with a total investment exceeding 7.9 billion yuan [4]. Group 4: Challenges and Opportunities - Guangxi's digital economy is currently lagging, with a per capita digital economy scale of 16,900 yuan, significantly below the national average of 32,200 yuan [5]. - Historical challenges in attracting industries and implementing policies have hindered Guangxi's growth, necessitating a strategic approach to overcome these obstacles [8]. - The region aims to leverage its geographical advantages and existing platforms to enhance its AI capabilities and connect with ASEAN markets [9][10]. Group 5: Future Prospects - The potential for Guangxi to become a "breakthrough player" in AI collaboration with ASEAN is highlighted, particularly in developing language resources and providing testing scenarios for AI applications [14][15]. - The region's small language advantages and established connections with ASEAN countries position it well for future growth in the AI sector [14]. - Successful implementation of AI projects in Guangxi could lead to broader market expansion into ASEAN nations, enhancing the region's economic landscape [14][15].

证券代码：688561 证券简称：奇安信 公告编号：2025-027 奇安信科技集团股份有限公司 关于增加日常关联交易预计的公告 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。 重要内容提示： 本次日常关联交易预计增加事项尚需提交股东大会审议。 日常关联交易对上市公司的影响：本次增加预计的关联交易属于公司日 常经营活动需要，符合公司实际经营情况，按照公平、公正、公开原则开展，遵 循公允价格作为定价原则，不存在损害公司和全体股东的利益，特别是中小股东 利益的情形，且不会影响公司独立性，不会对关联人形成较大的依赖。 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 奇安信科技集团股份有限公司（以下简称"公司"）于 2025 年 6 月 24 日召开 第三届董事会第二次会议和第三届监事会第二次会议，审议通过了《关于增加日 常关联交易预计的议案》，本次拟增加 2025 年度日常关联交易预计金额合计 50,000 万元人民币，关联董事姜军成先生回避表决，出席会议的非关联董事一致 同意该议案。 在前述董事会召开前，公司召开了 ...

证券代码：688561 证券简称：奇安信 公告编号：2025-026 奇安信科技集团股份有限公司 关于变更回购股份用途并注销 暨减少注册资本的公告 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。 重要内容提示： 奇安信科技集团股份有限公司（以下简称"公司"）拟将存放于公司回购 专用证券账户中的 2,919,652 股回购股份的用途进行变更，由"用于员工持股计划 或股权激励"变更为"用于注销并减少注册资本"。 本次拟变更回购用途并注销的股份数量为 2,919,652 股，占公司当前总股 本的比例为 0.43%，本次注销完成后，公司总股本预计将由 685,172,377 股变更 为 682,252,725 股，注册资本预计将由人民币 68,517.2377 万元减少至人民币 68, 225.2725 万元。 本次变更回购股份用途并注销暨减少注册资本事项尚需提交公司股东大 会审议通过后实施。 公司于 2022 年 3 月 8 日召开第一届董事会第二十六次会议，审议通过了《关 于以集中竞价交易方式回购公司股份方案的议案》，同意公司 ...

证券代码：688561 证券简称：奇安信 公告编号：2025-028 奇安信科技集团股份有限公司 关于召开2025年第一次临时股东大会的通知 本公司董事会及全体董事保证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。 重要内容提示： 一、 召开会议的基本情况 （一） 股东大会类型和届次 2025年第一次临时股东大会 召开日期时间：2025 年 7 月 14 日 14 点 00 分 召开地点：北京市西城区西直门外南路 26 号院奇安信安全中心多功能厅 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 （六） 融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者的投 票，应按照《上海证券交易所科创板上市公司自律监管指引第 1 号 — 规范运作》 等有关规定执行。 （七） 涉及公开征集股东投票权 无 二、 会议审议事项 网络投票起止时间：自2025 年 7 月 14 日 至2025 年 7 月 14 日 采用上海证券交易所网络投票系统，通过交易 ...

第三届监事会第二次会议决议公告 本公司监事会及全体监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。 证券代码：688561 证券简称：奇安信 公告编号：2025-025 奇安信科技集团股份有限公司 具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）上披 露的《奇安信关于变更回购股份用途并注销暨减少注册资本的公告》（公告 编号：2025-026）。 （二）审议通过《关于增加日常关联交易预计的议案》 监事会认为，公司本次增加预计的日常关联交易系正常市场行为，符合公司 经营发展需要，符合公司及股东的利益；该等关联交易遵循了平等、自愿、等价、 有偿的原则，定价合理、公允，不会对公司及公司财务状况、经营成果产生重大 不利影响，不会损害公司及全体股东特别是中小股东利益，不会影响公司的独立 性，公司主营业务不会因此类交易而对关联方形成较大的依赖。 一、监事会会议召开情况 奇安信科技集团股份有限公司（以下简称 "公司"）于 2025 年 6 月 24 日以 现场结合通讯方式召开第三届监事会第二次会议（以下简称"本次会议"）。根据 《奇安 ...

证券代码：688561 证券简称：奇安信 公告编号：2025-024 奇安信科技集团股份有限公司 第三届董事会第二次会议决议公告 具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）上披 露的《奇安信关于变更回购股份用途并注销暨减少注册资本的公告》（公告 编号：2025-026）。 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。 一、董事会会议召开情况 奇安信科技集团股份有限公司（以下简称 "公司"）于 2025 年 6 月 24 日以 现场结合通讯方式召开第三届董事会第二次会议（以下简称"本次会议"）。根据 《奇安信科技集团股份有限公司章程》（以下简称"《公司章程》"）的规定，本 次会议通知已于 2025 年 6 月 18 日以邮件方式发送。本次会议由公司董事长齐向 东先生召集和主持，应参会董事 7 名，实际参会董事 7 名。本次会议的召集和召 开符合《中华人民共和国公司法》（以下简称"《公司法》"）及有关法律、法规 的规定。 二、董事会会议审议情况 全体董事对本次董事会会议议案进行了审议，经表决形成 ...

Core Points - Huawei Developer Conference (HDC2025) was held from June 20 to 22 in Dongguan Songshan Lake [1] - Qihoo 360 Group, as a core strategic partner of Huawei, was invited to participate in the conference and reached a cooperation agreement on HarmonyOS [1] - During the signing ceremony, Qihoo 360 Group's Vice President Chen Huaping and Huawei's President of Terminal Cloud Service Ecosystem Development Department Li Jiannan expressed their commitment to collaborate in the field of HarmonyOS commercial office solutions [1] - Both parties aim to build a secure and reliable commercial ecosystem for HarmonyOS [1]

Group 1 - The seventh Smart Energy Security Forum was held in Beijing, focusing on cybersecurity challenges and strategies in the digital transformation of the energy and chemical industries [1] - Experts emphasized the need for a resilient defense system, trustworthy data circulation, cross-domain collaborative governance, and industrial control system security to support the new energy and chemical system [1] - The current complex international situation and rapid proliferation of AI applications necessitate a breakthrough in cybersecurity, with a focus on establishing a deep defense system for large models and protecting core data security [1][2] Group 2 - The rapid development of digital intelligence during the "14th Five-Year Plan" period requires new considerations for security systems in the upcoming "15th Five-Year Plan" [2] - A comprehensive defense system covering operational technology (OT) environments and enhanced security operations through AI are highlighted as key focus areas [2] - The China National Offshore Oil Corporation shared its experience in building a cybersecurity framework for marine energy digitalization, emphasizing a systematic approach to unify architecture, standards, and processes [2][3] Group 3 - A classification system for data into five levels (core, important, internal, sensitive, public) was established to match protection strategies accurately [3] - The forum was co-hosted by the China Electrotechnical Society and the China Energy Research Society, with over 200 representatives from government and academia in attendance [3]

Summary of Key Points Core Viewpoint - On June 16, a total of 12 stocks on the Sci-Tech Innovation Board (STAR Market) experienced block trading, with a cumulative transaction amount of 175 million yuan [1]. Group 1: Trading Overview - There were 22 block trades executed, totaling 5.4936 million shares and an aggregate transaction value of 175 million yuan [1]. - The stock with the highest transaction amount was Qi Anxin, with 2 block trades totaling 880,000 shares and a transaction value of 28.7232 million yuan [1]. - Other notable stocks in terms of transaction value included Jiao Cheng Ultrasound and Siwei Technology, with transaction amounts of 26.9882 million yuan and 20.4719 million yuan, respectively [1]. Group 2: Price and Performance Analysis - The average discount rates for block trades relative to the closing prices were highest for Aotewei, Jingyuan Environmental Protection, and Jiao Cheng Ultrasound, with discount rates of 19.67%, 16.62%, and 11.01% respectively [1]. - The STAR 50 Index fell by 0.21% on the same day, while 399 stocks (67.86%) on the STAR Market saw an increase, with an average increase of 2.07% for stocks involved in block trading [1]. - The top gainers among the stocks with block trades included Jiao Cheng Ultrasound, Aike Saibo, and Delong Laser, with increases of 11.37%, 8.62%, and 6.30% respectively [1]. Group 3: Institutional Participation - Among the block trades, 10 transactions involved institutional buyers or sellers, covering 8 stocks [2]. - The stocks with the highest institutional buying amounts were Siwei Technology, Huitong Co., and Changguang Huaxin, with buying amounts of 20.4719 million yuan, 19.14 million yuan, and 10.524 million yuan respectively [2]. - The stocks with the highest institutional selling amounts included Buke Co., with a selling amount of 9.9384 million yuan [2]. Group 4: Fund Flow Analysis - Five stocks experienced net inflows of main funds, with the highest net inflow recorded for Aike Saibo at 17.0268 million yuan [2]. - The stocks with the highest net outflows included Siwei Technology, Jiao Cheng Ultrasound, and Huitong Co., with net outflows of 14.9344 million yuan, 14.2761 million yuan, and 9.6260 million yuan respectively [2].

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]