证券代码：688615 证券简称：合合信息 公告编号：2025-036 上海合合信息科技股份有限公司 关于 2025 年半年度募集资金存放与实际使用情况的专项报告 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、准确性和完整性承担法律责任。 根据中国证券监督管理委员会《上市公司募集资金监管规则》及上海证券交 易所《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，将上海合合信息科技股份有限公司（以下简称"合合信息"或"公司"） 2025年半年度（以下简称"报告期"）募集资金存放与实际使用情况报告如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 根据中国证券监督管理委员会《关于同意上海合合信息科技股份有限公司首 次公开发行股票注册的批复》（证监许可[2023]2259），本公司获准向社会公众 公开发行人民币普通股（A股）股票2,500万股，发行价为每股人民币55.18元， 共计募集资金1,379,500,000.00元，扣除尚需支付的承销费用及保荐费用 79,671,200.00元（为承销和保荐费用86,167,40 ...

Group 1 - The company reported a revenue of 843 million yuan for the first half of 2025, representing a year-on-year growth of 22.51% [1] - The net profit for the same period was 235 million yuan, showing a year-on-year increase of 6.63% [1]

Group 1 - The core viewpoint of the news highlights the recent trading performance and financial metrics of Shanghai Hehe Information Technology Co., Ltd., indicating a mixed response in the market with a slight increase in stock price but a net outflow in financing [1][2] - On August 22, the company's stock rose by 4.23%, with a trading volume of 465 million yuan, while the financing buy-in amounted to 67.14 million yuan, and the net financing buy-in was negative at -10.72 million yuan [1] - As of August 22, the total financing and securities lending balance for the company was 320 million yuan, representing 6.24% of its market capitalization [1] Group 2 - The company, established on August 8, 2006, specializes in intelligent text recognition and commercial big data technologies, serving both C-end users and various B-end clients [2] - The revenue composition for the company includes 68.31% from C-end APP (Scan All), 10.41% from commercial big data B-end business, and 9.05% from internet advertising, among others [2] - For the period from January to March 2025, the company reported a revenue of 395 million yuan, reflecting a year-on-year growth of 20.94%, and a net profit attributable to shareholders of 116 million yuan, up 18.16% year-on-year [2] Group 3 - Since its A-share listing, the company has distributed a total of 200 million yuan in dividends [3] - As of March 31, 2025, the top ten circulating shareholders included notable funds, with the largest being Taixin Small and Medium Cap Selected Mixed Fund, holding 795,000 shares, an increase of 245,300 shares from the previous period [3] - New entrants among the top ten shareholders include Taixin Xinxuan Mixed A, while some funds like Huatai-PineBridge Digital Future Mixed A and Fortune New Emerging Industries Stock A/B have exited the list [3]

Group 1 - The core viewpoint of the article highlights the collaboration between Hehe Information and Fujifilm Business Innovation (China) Co., Ltd. to create an AI document processing solution that enhances office hardware capabilities [2] - Hehe Information's TextIn DocFlow platform has been successfully applied in various sectors such as finance, insurance, logistics, and supply chain management, enabling intelligent collection, parsing, classification, information extraction, and intelligent review of documents [3] - The partnership aims to transform AI from an "efficiency tool" to a "systemic productivity engine" for enterprises, reflecting the ongoing shift from "point automation" to "full-link intelligence" across industries [2][3] Group 2 - The article emphasizes the challenge that companies face with unstructured data forms, such as images and complex tables, which require significant human resources for information extraction and entry [3] - The integration of Hehe Information's intelligent document extraction technology with Fujifilm's digital workflow solutions represents a practical application of AI-driven industrial transformation [2]

中证报中证网讯（记者 黄一灵）近日，合合信息与富士胶片商业创新（中国）有限公司达成合作，依 托智能文档处理技术为数码多功能机等办公硬件设备赋能，打造一站式AI文档处理解决方案，为客户 提供从文档扫描、信息抽取到业务洞察的全流程智能化服务。 合合信息智能解决方案事业部总经理李明表示，在大模型时代，AI已从"效率工具"升级为企业的"系统 性生产力引擎"。富士胶片商业创新"数字工作流"解决方案整合合合信息智能文档抽取技术，正是AI驱 动产业转型的落地实践。 随着AI技术的持续突破，各大产业正经历从"单点自动化"到"全链路智能化"的变革。在办公领域，如何 对文档扫描后的数据进行按需提取、分析与应用，成为各行业企业拓展业务场景时关注的重要方向。 当下，尽管现有设备能够高效实现文档电子化，但扫描后的合同、票据等海量文档多以图片、复杂表格 等非结构化数据形式存在，企业仍需投入大量人力进行信息提取和录入。据介绍，目前合合信息TextIn DocFlow文档自动化处理平台已在金融、保险、物流、供应链管理等多个场景落地应用，支持对海内外 不同版式文档（如合同、发票、收货单、企业证件等）进行智能采集、解析、分类、信息抽取及智能审 ...

Core Insights - The report highlights a selection of stocks for August, including companies such as SF Holding (顺丰控股) and Heng Rui Pharmaceutical (恒瑞医药) as key investment opportunities [1] - The macroeconomic analysis indicates that low inflation in China is primarily influenced by domestic demand, overseas input factors, and "involution competition," which affects industrial profitability and household income expectations [2][5] Market Indices - The Shanghai Composite Index closed at 3583.31, reflecting a 0.66% increase, while the Shenzhen Component Index rose by 0.46% to 11041.56 [3] - The CSI 300 Index increased by 0.39% to 4070.70, indicating a positive trend in the broader market [3] Industry Performance - The defense and military industry showed a strong performance with a 3.06% increase, while retail and oil sectors experienced declines of 0.46% and 0.36%, respectively [4] - The machinery and equipment sector also performed well with a 1.93% increase, indicating a positive outlook for these industries [4] Macroeconomic Analysis - In the first half of 2025, China's total retail sales of consumer goods grew by 5.0% year-on-year, maintaining the same growth rate as the previous months [5] - The report notes a significant correlation between the price trends of production materials and consumer prices, suggesting that weak production material prices are a key factor in the current lack of consumer price growth [5][6] Fixed Income Insights - The report discusses the potential for the Federal Reserve to adopt a more open stance on interest rate cuts due to lower-than-expected non-farm employment data and a slowdown in nominal consumption growth [8][10] - The analysis indicates that the U.S. economy is experiencing a cooling effect from restrictive policies, which may lead to an earlier-than-expected interest rate cut by the Federal Reserve [9][10]

Core Viewpoint - 合合信息 is set to launch its Hong Kong IPO on August 7, aiming to raise approximately $300 million, contingent on market conditions [4] Company Overview - 合合信息 is a leading global AI product company, focusing on AI technology innovation to serve over a billion users and diverse industry clients worldwide [5] - The company operates in over 200 countries and regions, ranking first in China and fifth globally in terms of revenue from efficiency AI products with over 100 million monthly active users [5][8] Product Portfolio - The company offers a comprehensive product suite for both C-end users and B-end clients, including popular C-end products like CamScanner, which is the largest image-based text processing AI product globally [5][6] - Key B-end products include TextIn for intelligent text processing and Qixin Huayan for business data intelligence, serving nearly 30 industry sectors with around 160 Fortune Global 500 clients [6] Market Position - 合合信息's flagship product, CamScanner, has consistently ranked first in the free efficiency app category on the Apple App Store across 84 countries since 2013, while another product, 名片全能王, has topped the free business app category in 41 countries [8] - The company is one of the few AI-native firms with a substantial user base both in China and globally, holding a significant market share in efficiency AI products [8] Financial Performance - The company's revenue grew from 989 million RMB in 2022 to 1.187 billion RMB in 2023, with a projected increase to 1.438 billion RMB in 2024, reflecting a growth rate of 20% and 21.2% respectively [8] - Net profits for 2022, 2023, and 2024 were 284 million RMB, 323 million RMB, and 401 million RMB, respectively, with gross profit margins exceeding 80% in these years [8] IPO Fund Utilization - The funds raised from the IPO will be allocated to enhance R&D capabilities, including the development of cutting-edge AI technologies and product development for both C-end and B-end products [9] - Additional funds will support business expansion, including global operations and marketing for C-end products, as well as sales and service networks for B-end products [9]

证券之星消息，7月30日软件开发板块较上一交易日下跌1.65%，国投智能领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 688095 | 福听软件 | 78.69 | 2.86% | 4.70万 | | 3.71亿 | | 688171 | 纬德信息 | 37.97 | 2.84% | 1.87万 | 6887.43万 | | | 300253 | 卫宁健康 | 10.79 | 2.76% | 152.96万 | | 16.37亿 | | 600455 | 博通股份 | 28.55 | 1.89% | 2.72万 | 7838.46万 | | | 688168 | 安博通 | 77.38 | 1.71% | 1.88万 | | 1.46亿 | | 688615 | 合合信息 | 183.64 | 1.47% | 2.39万 | | 4.35亿 | ...

Core Viewpoint - The company showcased innovative AI technologies at the 2025 World Artificial Intelligence Conference, including the "Infinite Scanning" technology for high-definition imaging and upgraded AI authentication technology to address information security challenges in the digital age [1][2]. Group 1: Infinite Scanning Technology - The "Infinite Scanning" technology addresses challenges in high-definition recording of large cultural relics, overcoming issues such as incomplete images and distortion, which traditional image stitching tools struggle to resolve [1]. - This technology allows users to capture large images, such as a 3.85m by 1.71m replica of "Kunyu Wanguo Quantu," by simply moving their smartphones, with AI automatically optimizing and stitching the images into a complete high-definition picture [1][2]. - AI can intelligently identify elements within the image, providing viewers with insights into historical perceptions of the world over 400 years ago [1]. Group 2: AI Authentication Technology - The upgraded AI authentication technology offers millisecond-level detection of multi-modal information, addressing issues like financial fraud and misinformation exacerbated by AI-generated content [2]. - The company employs incremental learning strategies to develop multi-layered detection solutions for video tampering, achieving over 90% accuracy in identifying images generated by mainstream models [2]. - This technology is designed to withstand attacks by analyzing visual features and perspective relationships, ensuring rapid and precise identification of manipulated content [2]. Group 3: Future Applications - The company emphasizes the importance of applying technological innovations in real-world scenarios, aiming to enhance the positive value of AI technologies in cultural heritage preservation and digital security [3].

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) showcased innovative technologies from Hehe Information, particularly focusing on "unlimited scanning" technology and AI authentication methods to address security concerns in AI applications [2][4][8] Group 1: Unlimited Scanning Technology - Hehe Information introduced "unlimited scanning" technology, featuring a "large size scanning" function to overcome challenges in capturing large artifacts, such as the 3.85-meter long historical map "Kunyuan Wanguo Quantu" [4][5] - The technology employs a "multi-row, multi-column video shooting" method, utilizing AI algorithms for image optimization and ensuring high clarity and natural light transitions in the final image [5][7] - The scanning technology can also restore details in small images, demonstrated with miniature oil paintings that were enhanced to reveal intricate patterns previously invisible to the naked eye [7] Group 2: AI Authentication Technology - Hehe Information presented AI authentication technology to combat deepfake fraud, which has caused nearly $900 million in losses globally in the first half of 2025 [8][9] - The technology utilizes real-time facial scanning to generate "digital masks," effectively replicating real facial expressions and features, highlighting the growing sophistication of AI-generated content [8] - The AI authentication system employs multi-dimensional cross-validation and can detect alterations in images with over 90% accuracy, even under various distortions such as compression and cropping [9]