Core Insights - The financial electronic payment equipment industry is undergoing a transformation from traditional to intelligent systems, driven by rapid internet technology development and the popularity of mobile payments [1][7] - The market is expected to grow significantly, with the industry size projected to increase from 61.2 billion yuan in 2020 to approximately 106.3 billion yuan by 2025, reflecting a compound annual growth rate of 12.66% [1][8] Industry Overview - Financial electronic payment equipment includes ATMs, POS machines, and self-service terminals (KIOSK), primarily deployed in banks and retail environments [3][7] - The industry is characterized by a shift towards smart and integrated payment solutions, enhancing user experience and security through advanced technologies like AI and biometric recognition [1][7] Industry Development History - The industry has evolved since the 1980s, transitioning from basic banking terminal equipment to diversified and intelligent payment solutions in the 21st century, influenced by advancements in mobile communication and cloud computing [5][6] Industry Chain - The upstream of the industry includes raw materials and components, while the midstream focuses on manufacturing, and the downstream encompasses various application sectors such as banking, retail, and telecommunications [6][7] Current Industry Status - The industry is at a critical stage of high-quality development driven by technological innovation, with significant government support for policy and market regulation [1][7] - The number of connected POS machines in China is projected to reach approximately 49.05 million by 2024, while the number of ATMs is expected to decline to around 76.09 million by the end of 2025 [8][9] Competitive Landscape - The industry features a mix of international and domestic players, with local companies like GuoDianYunTong and XinDaLu emerging as dominant forces due to their understanding of domestic market needs and competitive service networks [10][12] - The competition has shifted from hardware manufacturing to comprehensive service capabilities, including software platforms and lifecycle services [10] Future Trends - The future of financial electronic payment equipment will see a shift towards integrated service nodes that utilize AI and IoT for personalized user experiences [13] - The service model is evolving towards open platforms that connect various stakeholders, enhancing the value proposition beyond mere hardware sales [15] - Security measures will transition from passive protection to proactive immunity, ensuring data integrity and trust in transactions [16]

广电运通副总经理关健伟向参会人员介绍，在支付板块发展战略上，公司打造了以成员企业中金支付为 核心的太阳系协作共赢模型，通过公转机制快速切入细分行业，带动成员企业广电汇通、汇通香港、中 金数通在跨境支付网络、数据挖掘和AI+风控等领域自转，与合作伙伴共同开拓智慧支付新境界。 （编辑 张昕） 该方案基于ERP库存管理系统，支持多平台、多店铺资金统一管理与智能分账，可自动匹配订单、结算 货款与代销服务费，并联动银行监管账户体系，实现交易全程可追溯、合规可审计，帮助境内电商企业 在合规前提下优化税负结构，实现可持续发展。 针对出海企业面临的"开户难、汇损高、回款慢"等痛点，广电运通旗下廣電匯通（香港）有限公司（以 下简称"汇通香港"）推出了"广汇通GPX"全球收款及汇款平台。依托香港MSO牌照及与全球多家银行的 合作网络，该产品支持企业在线开立多币种虚拟账户，实现全球货款、服务贸易款等多场景快速收款与 结汇。 本报讯 （记者李雯珊）1月30日，广电运通集团股份有限公司（以下简称"广电运通"）"智付未来·共拓 新境——支付板块新平台发布会"在广州成功举办。会上，"汇晶盈"财税合规资金管理解决方案与"广汇 通GPX"全球 ...

Group 1: Digital Currency Business - The company provides a full-stack technology service for digital RMB, including hardware terminals, software systems, and integrated ecological operation solutions. It has participated in multiple digital RMB wallet promotion projects across various sectors such as tourism, transportation, retail, and cross-border trade [2] - The company has launched a digital RMB foreign currency exchange machine that supports real-time exchanges of currencies like HKD, USD, GBP, JPY, and EUR, enhancing payment convenience for domestic and foreign individuals [2] - The company has established a comprehensive digital RMB service platform in the Beibu Gulf region, which serves as a model for cross-border trade applications [4] Group 2: Robotics Development - The company has established a wholly-owned subsidiary, Guangzhou Super Intelligent Robotics Co., Ltd., focusing on the robotics industry, particularly humanoid robots and key technologies [4] - The market demand for intelligent banking solutions is high, with over 220,000 bank outlets nationwide, providing significant sales opportunities for the company's robotic products [4] - The company is leveraging its extensive service network of over 600 service stations to reduce market expansion costs for its robotic products [4] Group 3: AI and Big Data - The company has developed the "Wangdao" industry big model, which integrates financial technology and urban intelligence knowledge, with applications in various fields such as government services and smart operations [4] - The model is built on a high-quality industry data set, incorporating 50TB of general data and 10 billion tokens of industry training data, ensuring completeness and accuracy [4] Group 4: Computing Power Business - Guangdian Wuzhou focuses on domestic computing power products and solutions, establishing strategic partnerships with major chip manufacturers like Huawei and Feiteng [6] - The company emphasizes profitability and competitive differentiation in its computing power business, achieving revenue and profit growth in the first half of the year [6] - The company has launched innovative products, including liquid-cooled servers, enhancing its technological leadership and product competitiveness [6] Group 5: International Business Development - The company has expanded its overseas market since 2003, establishing eight branches and covering over 120 countries, maintaining a positive growth trend [7] - The company leverages its domestic digital transformation experience to enhance its competitive advantage in international markets, fostering collaboration between domestic and overseas operations [7] - The company's reputation for quality service has improved its brand recognition and trust among international banking clients [7]

股票研究 /[Table_Date] 2026.01.28 [Table_Industry] 计算机 制度闭环叠加 AI 催化，迎接数据要素 "价值释放年" [Table_Invest] 评级： 增持 数据要素"产业观察"系列 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 杨林(分析师) | 021-23183969 | yanglin2@gtht.com | S0880525040027 | | 朱瑶(分析师) | 021-23187261 | zhuyao@gtht.com | S0880526010002 | | 张盛海(研究助理) | 021-23183956 | zhangshenghai@gtht.com | S0880125042247 | 本报告导读： 数据要素制度逐渐形成闭环，AI 大模型和应用激发数据价值飞轮，2026 年数据要素 价值释放和产业开花有望加速。 投资要点： [Table_Report] 相关报告 计算机《计算机周观点第 32 期:上海"十五五" 规划发展 AI，计算机 Q4 持仓历史低位 ...

证券日报网讯1月28日，广电运通（002152）在互动平台回答投资者提问时表示，公司无法查到2026年1 月26日的股东信息。2026年1月20日，公司股东人数为93106户。 ...

格隆汇1月28日丨广电运通(002152.SZ)在互动平台表示，广电运通已正式成立全资子公司广州超智机器 有限公司，是公司布局机器人产业的关键举措。该子公司立足于广电运通在金融业务场景的深厚根基， 以"深耕垂直领域，拓展生态边界"为总体战略，聚焦攻关人形机器人本体设计、具身智能大小脑与运动 控制等八大关键技术，致力于打造"超级专业智能机器人"。目前已完成G100超柜机器人首款原型产品 的制作且在银行网点投入测试。 ...

Group 1 - The core point of the article is that Guangdian Yuntong (002152) reported the number of its shareholders as of January 20, 2026, which stands at 93,106 households [1]

Core Viewpoint - Guangdian Yuntong's stock price has experienced fluctuations, with a recent decline of 2.06% and a total market capitalization of 32.979 billion yuan. The company is a leading provider of AI solutions in China, focusing on operational services, big data solutions, and smart terminal devices [1]. Financial Performance - For the period from January to September 2025, Guangdian Yuntong achieved a revenue of 7.906 billion yuan, representing a year-on-year growth of 11.08%. However, the net profit attributable to shareholders decreased by 10.51% to 602 million yuan [2]. - Since its A-share listing, the company has distributed a total of 5.309 billion yuan in dividends, with 1.912 billion yuan distributed over the past three years [3]. Shareholder Structure - As of January 9, 2025, the number of shareholders for Guangdian Yuntong was 97,100, a decrease of 8.57% from the previous period. The average number of circulating shares per person increased by 9.37% to 25,551 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 41.3503 million shares, an increase of 10.9243 million shares from the previous period. The Huabao CSI Financial Technology Theme ETF and Southern CSI 500 ETF also hold significant shares, with changes in their holdings noted [3]. Stock Performance - Year-to-date, Guangdian Yuntong's stock price has decreased by 2.64%, with a recent five-day decline of 1.48%. However, the stock has increased by 8.94% over the past 20 days and 5.31% over the past 60 days [1]. Business Overview - Guangdian Yuntong, established on July 8, 1999, and listed on August 13, 2007, is located in Guangzhou, Guangdong Province. The company primarily operates in the fields of smart devices (48.34% of revenue), operational services and others (38.95%), and software development and services (12.71%) [1]. - The company is classified under the computer industry, specifically in the segment of computer equipment and other computer devices, and is involved in various concept sectors including electronic invoices, electronic IDs, robotics, financial technology, and security [1].

Group 1 - The core point of the article is that Guangdian Yuntong Group Co., Ltd. has won the bid for the cash handling equipment procurement project from China Everbright Bank, specifically for the four-and-a-half sorting machine for Renminbi [1][2] - The bid amount for the project is reported to be between 10,800 million and 15,499.08 million [2] - Guangdian Yuntong Group has made investments in 30 companies and participated in 3,891 bidding projects, indicating its active role in the industry [1] Group 2 - The procurement was announced by China Everbright Bank on January 15, 2026, highlighting the timeline of the project [2] - The company holds significant intellectual property with 181 trademark registrations, 1,777 patents, and 418 copyrights, showcasing its innovation capabilities [1] - Guangdian Yuntong Group has obtained 130 administrative licenses, reflecting its compliance and operational readiness in the market [1]

Group 1 - The core point of the article is that Guizhou Bank has awarded a contract for cash handling equipment to Guangdian Yuntong Group Co., Ltd. for the 2026-2027 fiscal year [1] - The procurement project includes RMB banknote sorting machines with two and four pockets [1] - The total bid amounts for the project are 7,200, 12,400, and 19,600, indicating multiple components or phases in the procurement [2] Group 2 - Guizhou Bank is the purchaser of the cash handling equipment, indicating its ongoing investment in improving operational efficiency [2] - Guangdian Yuntong Group has a significant presence in the market, having participated in 3,891 bidding projects and invested in 30 companies [1] - The company holds a substantial intellectual property portfolio, including 181 trademarks, 1,777 patents, and 418 copyrights, which may enhance its competitive advantage [1]