IFLYTEK(002230)
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AI编码进入工程化时代!华为云CodeArts重磅上线,全流程智能化开发,推动企业软件效率提升与国产生态加速成熟
Xin Lang Cai Jing· 2026-02-26 10:21
Group 1 - Company iFLYTEK is a leading player in the domestic AI sector, possessing its own Spark cognitive model with capabilities in code generation, intelligent development, research Q&A, and automated testing, and maintains a long-term deep cooperation with Huawei Cloud [1] - The model can efficiently collaborate with Huawei Cloud's CodeArts to provide AI-assisted development services across various industries including finance, government, education, industry, and healthcare [1] - The demand for enterprise-level AI coding is surging, leading to accelerated deployment in low-code development platforms, intelligent programming assistants, and industry digital solutions, with a robust income structure and growth potential [1] Group 2 - China Software is the absolute leader in the domestic software and Xinchuang industry, focusing on operating systems, databases, middleware, industry solutions, and major digital engineering services, with deep ecological binding with Huawei in various fields [2] - The comprehensive promotion of CodeArts will significantly enhance the company's software development efficiency, system iteration speed, and project delivery quality, effectively reducing R&D costs [2] - The company’s business deeply covers high-barrier industries such as finance, energy, transportation, government, and national defense, benefiting from dual dividends of policy support and industry demand [2] Group 3 - Yonyou Network is a leading vendor in the domestic enterprise cloud services and ERP sector, establishing long-term strategic cooperation with Huawei Cloud in hybrid cloud deployment, industrial internet, and digital transformation [3] - The self-developed enterprise-level AI model is fully integrated into Yonyou's BIP intelligent business platform, enhancing application development efficiency and driving high-quality growth in cloud service subscription revenue [3] - The company’s client base includes large and medium-sized enterprises, specialized and innovative companies, and growing SMEs, with increasing penetration in various industries [3] Group 4 - Oriental Guxin specializes in big data platforms, cloud computing services, industrial internet, and industry digital solutions, maintaining stable cooperation with Huawei in several areas [4] - The company provides integrated services in intelligent development, system integration, and data middle platform construction, with high business barriers and strong customer stickiness [4] - The AI coding tools' widespread adoption will significantly improve efficiency in large digital project delivery and core system iteration [4] Group 5 - Runhe Software is a core ecological co-builder of Huawei's open-source Harmony and Euler operating systems, participating deeply in ecological construction and adaptation development [5] - The company collaborates closely with Huawei Cloud in AI development tools, low-code platforms, and industry solutions, significantly enhancing application development and project delivery efficiency [5] - The widespread adoption of AI coding tools will effectively shorten project cycles, reduce R&D costs, and improve product stability [5] Group 6 - Digital China is a leading cloud management service and digital solution provider, deeply involved in Huawei's cloud ecosystem, offering a range of services including application development and digital transformation [6] - The company benefits from the growing demand for cloud management services and system integration as AI coding tools become prevalent in the enterprise sector [6] - Its comprehensive competitiveness continues to strengthen in various fields including digital government, intelligent manufacturing, and financial technology [6] Group 7 - Huasheng Tiancheng is a certified excellent ISV partner of Huawei, focusing on cloud computing, big data, and AI solutions, with deep collaboration in various areas [7] - The company’s products can seamlessly integrate with Huawei Cloud's CodeArts, expanding AI development service scenarios [7] - The widespread adoption of AI coding tools will significantly enhance delivery efficiency and product quality across key industries [7] Group 8 - Changshan Beiming, through its subsidiary Beiming Software, is a key ISV partner of Huawei, focusing on smart city, industrial internet, and financial technology [8] - The company collaborates deeply with Huawei Cloud in application development and data governance, with CodeArts enhancing software development efficiency [8] - The adoption of AI development tools will effectively reduce R&D costs and enhance product competitiveness [8] Group 9 - Tuo Wei Information is a strategic partner of Huawei across multiple core ecosystems, focusing on AI infrastructure and digital solutions [9] - The company provides AI development and digital services across various sectors, significantly improving code production efficiency [9] - The demand for AI coding in the enterprise sector continues to rise, leading to sustained business growth [9] Group 10 - Hand Information is a core partner of Huawei Cloud, focusing on enterprise digital transformation and ERP implementation services [10] - The company’s AI coding tools significantly enhance application development and system optimization efficiency [10] - The widespread promotion of CodeArts will open up long-term growth opportunities in enterprise digitalization and AI development services [10] Group 11 - Softcom Power is a leading software and digital technology service provider, deeply cooperating with Huawei Cloud to create intelligent solutions [11] - The company benefits from the widespread adoption of AI development tools, enhancing project delivery efficiency and order acquisition capabilities [11] - Its client base includes high-quality projects in finance, internet, and intelligent manufacturing [11] Group 12 - Donghua Software is a comprehensive industry solution provider, maintaining long-term cooperation with Huawei in various fields [12] - The company’s collaboration with Huawei Cloud enhances software development efficiency and project delivery quality [12] - The adoption of AI coding tools will further strengthen the company’s competitive position in the digital economy [12] Group 13 - Qiming Star is a leading enterprise in the network security sector, collaborating with Huawei in various security areas [13] - The company’s products are increasingly penetrating high-security demand industries, benefiting from the AI and security development model [13] - The demand for automated security operations and compliance code development is rapidly growing [13] Group 14 - SuperMap Software is a leading GIS platform provider, collaborating with Huawei in various fields [14] - The company’s GIS platform software is fully compatible with Huawei Cloud, enhancing industry application development efficiency [14] - The adoption of AI coding tools will accelerate the integration of GIS and AI applications [14] Group 15 - Baoxin Software is a dual leader in industrial software and IDC computing services, deeply cooperating with Huawei in various areas [15] - The company’s AI coding tools significantly enhance the efficiency and stability of industrial software development [15] - The company benefits from the growing demand for industrial AI and digital transformation [15] Group 16 - Unisplendour is a leading player in the ICT infrastructure sector, maintaining a competitive ecological partnership with Huawei [16] - The company provides integrated solutions in computing hardware, cloud platforms, and industry digital solutions [16] - The demand for AI and cloud computing is expected to drive sustained growth in the company’s performance [16] Group 17 - Shiji Information is a leader in hotel information and tourism digitalization, collaborating with Huawei in various areas [17] - The company’s AI technology enhances the efficiency of industry application development and system iteration [17] - The demand for intelligent systems in the tourism sector is expected to continue growing [17] Group 18 - Weining Health is a leader in the medical information sector, collaborating with Huawei to promote digital and intelligent upgrades [18] - The company’s products are widely used in various healthcare settings, benefiting from the growing demand for medical digitalization [18] - The adoption of AI coding tools will enhance the efficiency of medical software development [18] Group 19 - Hengsheng Electronics is a leader in financial IT, deeply cooperating with Huawei in various financial technology areas [19] - The company’s collaboration with Huawei enhances the efficiency of financial core system development [19] - The adoption of AI development tools is expected to strengthen the company’s position in the financial IT sector [19]
2025年武汉经开区年度经济人物名单公示,岚图汽车董事长卢放等30人入选
Sou Hu Cai Jing· 2026-02-26 08:51
2月25日,武汉市经开区发改局对"武汉经开区2025年度经济人物"名单进行公示,岚图汽车科技股份有限公司党委书记、董事长卢放、小鹏汽车科技集团有 限公司高级副总裁兼华中区总经理李昌华等30人入选。社会各界如有异议,可通过联系电话(027-84897336)向评选委员会反映。 版权归原作者所有,向原创致敬 "武汉经开区2025年度经济人物"公示名单如下: | 序号 | 姓名 | 职务 | | --- | --- | --- | | l | 卢 放 | 岚图汽车科技股份有限公司党委书记、董事长 | | 2 | 李昌హ | 小鹏汽车科技集团有限公司高级副总裁兼华中区总经理 | | 3 | 杨彦鼎 | 东风研发总院党委书记、院长 | | 4 | 薛 辉 | 抖音集团大区执行总裁 | | 5 | 朱顺全 | 湖北鼎龙控股股份有限公司总裁 | | б | 曹东杰 | 东风本田汽车有限公司执行副总经理 | | 7 | 汪俊君 | 东风奕派汽车科技公司总经理 | | 8 | 张明江 | 武汉金发科技有限公司总经理 | | 9 | 黄开明 | 武汉天源环保股份有限公司董事长 | | 10 | 张锋 | 法雷奥照明系统中国区总裁 ...
智慧城市算网攻坚战打响:1毫秒时延照进现实
Zheng Quan Ri Bao Zhi Sheng· 2026-02-25 16:08
从智能酿造到先进制造,再到蓬勃崛起的智算集群,一场围绕1毫秒(ms,1秒等于1000毫秒)时延的 城市算力网络设施建设正在全国铺开。通过一根根"信息动脉",算力被源源不断地输送,支撑我国人工 智能产业发展。 近日,《证券日报》记者深入上海、成都等地产业链核心腹地,探寻1毫秒时延如何打通从城市算网中 心到企业车间的"毛细血管",洞察算网融合建设浪潮下产城融合的质变之路。 工厂里的"算力突围" 本报记者 贾丽 在福建滨海产业新城,百威雪津啤酒有限公司亚太地区产能最大的啤酒制造旗舰基地,正通过5G工业 互联网以毫秒级的数据传输驾驭着日均2550吨的产能;在湖北岚图汽车科技股份有限公司国家级智能工 厂,超900台工业机器人"团队"与自动化产线"同频共振",协同精度可达毫秒级,平均每63秒就能下线 一辆整车…… 四川长虹相关负责人表示:"我们正在让AI重构制造的'神经系统',这也触发了深层次的组织流程变 革,从而确保最懂业务的人能依托毫秒级更新的数据,第一时间做出最优判断。" "算网协同"重构算力供给 "以前我们想用AI做工业质检,但高清图像传输到云端再返回结果,时延往往达几十毫秒甚至上百毫 秒,极大影响高速产线效率。 ...
人工智能新赛道,潍坊以何“领先半步”?
Qi Lu Wan Bao· 2026-02-25 13:45
Group 1 - The core viewpoint emphasizes that artificial intelligence (AI) is a crucial area for cities to compete in the future, with Weifang positioning itself to lead in this domain [1][5] - Weifang has a strong industrial foundation, ranking 32nd among China's advanced manufacturing cities, with five trillion-level industrial clusters, providing fertile ground for AI applications [2][3] - The city has already made significant strides in AI hardware manufacturing, supporting leading companies in various sectors, which positions it as a pioneer in the AI landscape [2][3] Group 2 - Weifang's strategy for AI development focuses on three pillars: supporting leading enterprises, empowering smaller companies, and building a robust ecosystem [3][4] - The government emphasizes a collaborative relationship with businesses, recognizing that companies are the main drivers of AI innovation, while the government acts as a supportive entity [4] - The "leading half a step" strategy signifies a proactive approach to seizing opportunities in AI, aiming to transform Weifang into a regional hub for innovation and economic growth [5]
科大讯飞跌2.06%,成交额11.78亿元,主力资金净流出1.58亿元
Xin Lang Zheng Quan· 2026-02-25 02:11
分红方面,科大讯飞A股上市后累计派现26.21亿元。近三年,累计派现6.89亿元。 机构持仓方面,截止2025年9月30日,科大讯飞十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股7059.68万股,相比上期增加793.40万股。华泰柏瑞沪深300ETF(510300)位居第五大流 通股东,持股3939.82万股,相比上期减少125.20万股。华夏中证机器人ETF(562500)位居第六大流通 股东,持股3591.11万股,相比上期增加670.27万股。易方达沪深300ETF(510310)位居第八大流通股 东,持股2845.06万股,相比上期减少90.72万股。华夏沪深300ETF(510330)位居第九大流通股东,持 股2123.09万股,相比上期减少29.74万股。 声明:市场有风险,投资需谨慎。本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本文 出现的信息均只作为参考,不构成个人投资建议。如有出入请以实际公告为准。如有疑问,请联系 biz@staff.sina.com.cn。 责任编辑:小浪快报 资料显示,科大讯飞股份有限公司位于安徽省合肥市高新开发区望江西路666号,成立日期 ...
人工智能AIETF开盘涨1.28%,重仓股中际旭创涨2.07%,新易盛涨0.52%
Xin Lang Ji Jin· 2026-02-24 01:36
2月24日,人工智能AIETF(515070)开盘涨1.28%,报2.055元。人工智能AIETF(515070)重仓股方 面,中际旭创开盘涨2.07%,新易盛涨0.52%,寒武纪涨1.39%,澜起科技涨3.27%,中科曙光涨1.96%, 科大讯飞涨2.24%,海康威视涨0.62%,豪威集团涨1.02%,金山办公涨0.23%,浪潮信息涨0.87%。 声明:市场有风险,投资需谨慎。本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本文 出现的信息均只作为参考,不构成个人投资建议。如有出入请以实际公告为准。如有疑问,请联系 biz@staff.sina.com.cn。 责任编辑:小浪快报 人工智能AIETF(515070)业绩比较基准为中证人工智能主题指数收益率,管理人为华夏基金管理有限 公司,基金经理为李俊,成立(2019-12-09)以来回报为102.02%,近一个月回报为-3.29%。 ...
人形机器人春晚技惊四座,机器人ETF易方达等产品被连夜“翻牌”
Cai Jing Wang· 2026-02-19 15:37
Core Viewpoint - The collaboration between Yushu Technology and Tagou Martial Arts School for the Spring Festival Gala showcased significant advancements in humanoid robotics, leading to a surge in interest and investment in the robotics sector, particularly in related ETFs [1]. Investment Opportunities - The market has seen a more than 300% increase in robot-related searches on JD.com within two hours of the gala, indicating heightened investor interest in the robotics industry [1]. - Two main robotics indices are highlighted: the Guozhen Robotics Industry Index and the Zhongzheng Robotics Index, each with different focuses and compositions [1][2]. Index Characteristics - The Guozhen Robotics Industry Index focuses on humanoid robots and core components, with nearly 80% of its weight in humanoid robot-related companies, suggesting higher sensitivity to market movements in this segment [3]. - The Zhongzheng Robotics Index has a broader coverage, including software and hardware providers for robotics, with approximately 65% weight in humanoid robots [3]. - The Guozhen index has 50 constituent stocks with a more balanced weight distribution, while the Zhongzheng index has 66 stocks with a higher concentration in its top holdings [3][4]. Performance Metrics - The Guozhen Robotics Industry Index has shown a return of +23.52% over the past year, while the Zhongzheng Robotics Index has returned +21.09% [2]. - The top ten holdings in both indices include companies like Greentec, iFlytek, and Top Group, with the Guozhen index featuring unique companies like Sanhua Intelligent Control [3][4]. Investment Strategy - Investors are advised to choose between the two indices based on their investment goals and risk tolerance, with the Guozhen Robotics Industry Index being a preferable option for those targeting humanoid robotics specifically [5].
科大讯飞董事长刘庆峰:AI时代把握三大战略机遇,民营科技企业正当其时
Zhong Guo Xin Wen Wang· 2026-02-18 14:09
Core Viewpoint - The transition of "Artificial Intelligence +" from policy statements to practical implementation has occurred over the past year, emphasizing the importance of real-world applications that address essential societal needs [1] Group 1 - The Chairman of iFlytek, Liu Qingfeng, highlighted that the focus of artificial intelligence should not be on parameter competition but rather on its application in various fields to solve pressing human needs [1] - This presents a significant opportunity for private enterprises to make substantial contributions and achievements in the AI sector [1]
科大讯飞董事长刘庆峰:人工智能不在于参数竞赛
Bei Jing Wan Bao· 2026-02-18 06:40
Group 1 - The core message of the article emphasizes the significant development and opportunities for private enterprises in China, particularly in the context of artificial intelligence (AI) applications [1][7]. - The past year has seen a validation of the belief that it is a prime time for private enterprises and entrepreneurs to showcase their capabilities [2][3]. - AI applications have transitioned from theoretical discussions to practical implementations across various sectors, demonstrating tangible business outcomes [4][5]. Group 2 - In the education sector, AI has been integrated into teaching processes, enhancing personalized learning experiences and improving educational outcomes [5]. - In healthcare, AI tools like the "Smart Medical Assistant" have been deployed in grassroots medical settings, assisting in millions of diagnoses daily without replacing human doctors [6]. - The government has taken steps to support the high-quality development of the private economy, including the implementation of the "Private Economy Promotion Law" [7]. Group 3 - Private enterprises are seen as crucial players in national strategic tasks, leveraging their agility and market responsiveness to drive innovation and technology development [8]. - The establishment of a comprehensive technology ecosystem is underway, focusing on computing power, algorithm migration, and continuous data feedback from industries [8]. - Chinese companies are positioned to respond to global needs with their AI solutions, aiming to expand internationally while fostering local partnerships [9][10]. Group 4 - The company anticipates that its overseas revenue will exceed 1 billion yuan by 2025, highlighting its growth in international markets [10]. - Chinese advancements in AI technologies, such as multi-modal understanding and multi-language translation, place the country at the forefront of global innovation [10]. - The ultimate goal of AI is to enhance human capabilities, allowing individuals to leverage AI to become more valuable and unique [10].
科大讯飞:2025年经营回款超270亿、现金流30亿创新高
Sou Hu Cai Jing· 2026-02-17 13:33
Core Insights - The core focus of the article is on iFlytek's impressive financial performance in 2025 and its strategic direction for 2026, highlighting significant growth in revenue, cash flow, and product usage metrics [1][3]. Financial Performance - In 2025, iFlytek achieved operating revenue exceeding 27 billion yuan, with operating cash flow reaching a record high of 3 billion yuan, representing a year-on-year growth of 28% [1]. - The scale profit increased by 40% year-on-year, reaching 7 billion yuan [1]. - The daily usage of the open platform's large model increased by 45 times compared to the previous year, with gross profit growing by 244%, and single business gross profit surpassing 1 billion yuan for the first time [1]. Product and User Growth - The user base for iFlytek's "Xunfei Tingjian" surpassed 100 million, and overseas gross profit from AI marketing grew by over 500% [1]. - The education large model demonstrated leading performance in real-world applications domestically, while the medical large model achieved industry-leading key metrics, with the "Smart Medical Assistant" completing over 1.1 billion consultations [3]. Market Expansion and Strategic Focus - iFlytek's overseas revenue exceeded 1 billion yuan, with notable success in Latin America and ASEAN, where it has surpassed similar products from the United States in certain key languages [3]. - The company plans to focus on four key initiatives: strategic focus, strengthening systematic innovation, deepening project-based approaches, and accelerating talent development [3]. - iFlytek aims to leverage its "Spark SuperAgent" to penetrate various sectors such as education, healthcare, automotive, and office environments, providing optimal solutions for clients [3].