Group 1 - The report highlights that national top-level policies are guiding the rapid development of six key areas in "AI+ applications" as outlined in the State Council's opinion released on August 26, 2025 [2][8] - The six key areas include "AI+" in scientific technology, industrial development, consumer quality enhancement, public welfare, governance capabilities, and global cooperation [2][8] - By 2027, it is expected that AI will be widely integrated into these six areas, with the application penetration rate of new intelligent terminals exceeding 70% [9] Group 2 - The report identifies 50 representative stocks across A-shares, Hong Kong stocks, and US-listed Chinese companies that are actively engaged in "AI+ applications" within the six key areas [3] - Key recommended stocks include: - Shuanghuan Transmission (002472.SZ) for AI+ industrialization and intelligent robotics - Orbbec (688322.SH) for AI+ hardware - Shengye (6069.HK) for AI+ supply chain finance [3] - Stocks to watch include: - Xindong Company (2400.HK) for AI+ gaming - Huazhu Gaoke (688433.SH) for AI+ intelligent manufacturing - Guodun Quantum (688027.SH) for AI+ quantum technology [3] Group 3 - The report elaborates on the "AI+" scientific technology direction, which includes accelerating scientific discovery processes, driving innovation in technology research and development models, and innovating social science research methods [12][17][24] - Specific companies mentioned in the "AI+" scientific technology sector include: - iFlytek (002230.SZ) focusing on AI core technology and applications in various fields [13] - Zhongke Shuguang (603019.SH) emphasizing AI-driven digital infrastructure [13] - BGI Genomics (688114.SH) integrating AI into life sciences [13] Group 4 - The "AI+" industrial development direction aims to cultivate new intelligent native models and promote the intelligent transformation of traditional industries [28] - Companies highlighted in this sector include: - Daotong Technology (688208.SH) for AI+ automotive diagnostics [30] - Dingjie Smart (300378.SZ) for AI+ manufacturing digitalization [30] - Huichan Co., Ltd. (688500.SH) for AI+ data intelligence [30] Group 5 - The "AI+" consumer quality enhancement direction focuses on expanding service consumption scenarios and improving the quality of life services [49] - Companies in this area include: - Xindong Company (2400.HK) for AI+ gaming [51] - Giant Network (002558.SZ) integrating AI into core gaming products [51] - Perfect World (002624.SZ) utilizing AI tools in game development [51]

格隆汇10月15日丨天融信(002212.SZ)公布，近日，公司收到持股5%以上股东郑钟南的书面通知获悉： 自2025年9月4日至2025年10月15日，郑钟南通过大宗交易方式累计减持公司股份725.60万股，其权益变 动触及1%的整数倍。 ...

Core Points - Zheng Zhongnan, a shareholder holding more than 5% of Tianrongxin, reduced his stake by 7.256 million shares from September 4, 2025, to October 15, 2025, decreasing his ownership from 6.35% to 5.74% of the total share capital [1] - The reduction in stake is part of a previously disclosed share reduction plan, and the number of shares sold is within the disclosed range [1] - This change in equity will not result in a change of control for the company [1] - Zheng Zhongnan's share reduction plan, disclosed on August 12, 2025, has not yet been fully implemented, and he will continue to disclose progress in accordance with relevant laws and regulations [1]

证券代码：002212 证券简称：天融信 公告编号：2025-055 天融信科技集团股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍的公告 股东郑钟南保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 具体事项如下： | 1.基本情况 | | | | | --- | --- | --- | --- | | 信息披露义务人 | 郑钟南 | | | | 住所 | 汕头市龙湖区中信海滨花园西区 4-6 座 | 109 | 房西侧 | | 权益变动时间 | 2025 年 9 月 4 日至 2025 年 10 月 15 日 | | | | 权益变动过程 | 年 月 2025 9 4 动触及 年 月 日至 年 月 2025 9 4 2025 10 15 公司股份，其持有公司股份数量从 6,767.2869 万 股 ， 占 公 司 总 股 本 的 比 5.7376%，其权益变动触及 | 日，公司披露《关于持股 1%整数倍的公告》（公告编号：2025-048）。 7,492.8869 例 从 1%的整数倍。郑钟南本次权益变动 | 5%以上股东权益变 日，因郑钟南主动减持 万股降低至 ...

10月15日天融信大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 100.00 | 867.00 | 8.67 | -10.89 | 机构专用 | 广发证券股份有限公司汕 | | | | | | | 头海滨路证券营业部 | | 85.00 | 736.95 | 8.67 | -10.89 | 中国银河证券股份有限公 | 广发证券股份有限公司汕 | | | | | | 司金华证券营业部 | 头海滨路证券营业部 | | 68.00 | 589.56 | 8.67 | -10.89 | 广发证券股份有限公司佛 | 广发证券股份有限公司汕 | | | | | | 山灯湖东路证券营业部 | 头海滨路证券营业部 | | 60.00 | 520.20 | 8.67 | -10.89 | 招商证券股份有限公司西 | 广发证券股份有限公司汕 | | | | | | 安北大街证券营业部 | ...

证券日报网讯天融信（002212）10月14日在互动平台回答投资者提问时表示，公司产品与DeepSeek模 型的系列版本进行了深度融合，全面提升"AI+安全"产品竞争力。2025年2月，公司推出适配了 DeepSeek模型的智算一体机、天问大模型等产品。2025年9月，公司智算云平台已完成与最新发布的 DeepSeek-V3.2-Exp模型版本适配。 ...

（记者 王晓波） 天融信（002212.SZ）10月14日在投资者互动平台表示，公司产品与DeepSeek模型的系列版本进行了深 度融合，全面提升"AI+安全"产品竞争力。2025年2月，公司推出适配了DeepSeek模型的智算一体机、 天问大模型等产品。2025年9月，公司智算云平台已完成与最新发布的DeepSeek-V3.2-Exp模型版本适 配。 每经AI快讯，有投资者在投资者互动平台提问：公司和深度求索合作程度如何？ ...

格隆汇10月10日丨天融信(002212.SZ)在互动平台表示，公司在 AI+安全、智算云、信创安全、数据安 全、云安全、工业互联网安全、车联网安全、物联网安全等新方向新技术进行布局和投入，目前已形 成"云、管、边、端"全栈安全产品体系与智算云综合解决方案。2025 年上半年，公司智算云在整体业 务中收入占比达到 12.40%，智算云作为公司战略发展方向，未来将成为公司业绩增长新引擎。 ...

Core Viewpoint - Tianrongxin anticipates that the cybersecurity industry will take time to recover to a higher growth rate due to macroeconomic conditions and the industry's phased development [1] Group 1: Company Insights - The company has prudently recognized a goodwill impairment of approximately 10% based on current market conditions [1] - The company's stable operations and ongoing development are expected to mitigate the risk of goodwill impairment [1] - Currently, there are no accounting policies in China that allow for the amortization of goodwill [1]

证券日报网讯天融信（002212）9月26日在互动平台回答投资者提问时表示，股东减持系其自身资金需 求。董事长和管理层对公司发展一直充满信心，坚定致力于努力经营和可持续发展，持续夯实业务发 展，不断提升公司价值。如有应披露事项，公司会严格遵守相关法律法规，及时履行信息披露义务。 ...