Market Overview - On August 18, the medical information technology sector rose by 2.58% compared to the previous trading day, with Kexin Information leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Top Gainers in Medical Information Technology - Kexin Information (300730) closed at 21.25, with a significant increase of 19.99% and a trading volume of 997,000 shares, amounting to 1.954 billion yuan [1] - Shanda Diwei (688579) saw a rise of 16.87%, closing at 13.58 with a trading volume of 360,500 shares, totaling 462 million yuan [1] - Xuanji Information (300324) increased by 11.33%, closing at 6.09 with a trading volume of 3.6204 million shares, amounting to 2.125 billion yuan [1] Market Capital Flow - The medical information technology sector experienced a net inflow of 1.573 billion yuan from institutional investors, while retail investors saw a net outflow of 806.686 million yuan [2][3] - Major stocks like Yonyou Network (600588) had a net inflow of 524 million yuan from institutional investors, but a net outflow of 327 million yuan from retail investors [3] Notable Decliners - Sichuang (300078) declined by 10.08%, closing at 3.57 with a trading volume of 1.8008 million shares, totaling 633 million yuan [2] - Jiayuan Technology (301117) fell by 7.70%, closing at 37.75 with a trading volume of 254,000 shares, amounting to 951 million yuan [2]

Market Performance - On August 18, the IT services sector rose by 2.95%, with Jiahua Technology leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Top Gainers in IT Services - Jiahua Technology (688051) closed at 39.71, up 13.59% with a trading volume of 39,200 lots and a turnover of 149 million [1] - Huina Technology (300609) closed at 59.88, up 13.41% with a trading volume of 183,400 lots and a turnover of 1.098 billion [1] - Guozi Software (872953) closed at 41.69, up 10.52% with a trading volume of 91,100 lots and a turnover of 36.5 million [1] - Huasheng Tiancai (600410) closed at 20.68, up 10.00% with a trading volume of 1,651,700 lots and a turnover of 3.357 billion [1] - Zhongke Jincai (002657) closed at 38.85, up 9.99% with a trading volume of 949,700 lots and a turnover of 3.484 billion [1] Underperformers in IT Services - Sichuang Medical (300078) closed at 3.57, down 10.08% with a trading volume of 1,800,800 lots and a turnover of 633 million [2] - Yunda Technology (300440) closed at 13.59, down 5.89% with a trading volume of 402,300 lots and a turnover of 571 million [2] - ST Diwei (300167) closed at 6.89, down 4.04% with a trading volume of 223,700 lots and a turnover of 157 million [2] Capital Flow Analysis - On the same day, the IT services sector experienced a net outflow of 117 million from institutional investors and 1.358 billion from speculative funds, while retail investors saw a net inflow of 1.475 billion [2][3] - Major stocks like Huasheng Tiancai and Runhe Software saw varying degrees of net inflow and outflow from different investor categories [3]

Group 1 - The main business of Taiji Co., Ltd. includes cloud and data services, proprietary software products, industry solutions, and digital infrastructure [1] - Dongxin Peace primarily focuses on smart cards and digital identity security business [1] - In terms of digital currency, the company is involved in the cross-border payment project of digital RMB in China and Singapore [1]

天眼查商业履历信息显示，太极计算机股份有限公司，成立于1987年，位于北京市，是一家以从事软件 和信息技术服务业为主的企业。企业注册资本62323.1286万人民币，实缴资本62323.1286万人民币。公 司法定代表人为仲恺。 通过天眼查大数据分析，太极计算机股份有限公司共对外投资了34家企业，参与招投标项目5000次，知 识产权方面有商标信息123条，专利信息307条，此外企业还拥有行政许可19个。 来源：金融界 金融界消息 截至2025年8月13日收盘，太极股份（002368）报收于26.37元，上涨2.61%，换手率 4.33%，成交量26.83万手，成交金额7.12亿元。 资金流向方面，今日主力资金净流入5268.54万元，占比成交额7.4%。其中，超大单净流入4402.62万 元、占成交额6.19%，大单净流入865.92万元、占成交额1.22%，中单净流出流出1129.00万元、占成交 额1.59%，小单净流出4139.54万元、占成交额5.82%。 太极股份最新一期业绩显示，截至2025一季报，公司营业总收入13.96亿元、同比减少15.96%，归属净 利润1626.12万元，同比减少0.42 ...

Group 1 - The DRG/DIP concept rose by 2.42% on August 13, with a net inflow of 456 million yuan from main funds, indicating positive market sentiment [1] - A total of 13 stocks within the concept increased in value, while 6 stocks experienced declines [1] - The top net inflows were recorded for Rongke Technology (422 million yuan), Saily Medical (109 million yuan), and Digital Certification (75.44 million yuan) [1] Group 2 - Rongke Technology's latest price was 22.92 yuan, with a change of 0.04% and a net inflow of 422 million yuan, representing 24.34% of the main fund's net inflow [1] - Saily Medical saw a price of 31.09 yuan, with a significant increase of 6.55% and a net inflow of 109 million yuan, accounting for 6.54% of the total [1] - Digital Certification's price was 37.75 yuan, with a rise of 9.26% and a net inflow of 75.44 million yuan, making up 5.98% of the total [1]

围绕"大数据开启智能时代"这一主题，围绕数据开放共享、大数据安全、大数据生态链、大数据标准 化、大数据产业发展、"互联网+"等大数据发展的关键性问题，以及大数据推动供给侧改革、城市发 展、智慧城市、政府治理、互联网金融监管、电子商务、人工智能、健康大数据等重点领域，组织开展 了68场专题论坛，形成了一大批理论及实践成果； 2016数博会充分发挥窗口作用，开展了涉及大数据关联业态、衍生业态等内容的展会、洽谈、项目签 约，与联合国开发计划署、高通、英特尔、NIIT等国内外企业和机构签订合作协议，推动了一批重大项 目实验室、系列创新成果落地，为国内外大数据业界搭建了一个交流合作、共筑共享的大平台。 2016年，随着大数据发展上升为国家战略，2016数博会也实现全面升级，由国家发改委、工信部、商务 部、中央网信办、贵州省人民政府共同主办，主题为"大数据开启智能时代"。 升级"国字号"后的数博会，展会规模大幅提升，由2015年的4个馆4万平方米增加到6个馆6万平方米，同 时，还专设5000平方米的国家大数据(贵州)综合试验区主题展区，突出展示贵州大数据产业发展历程和 成果。时任国务院总理李克强出席了开幕式，全球知名企业 ...

Core Viewpoint - The report from Minsheng Securities highlights that Taiji Co., Ltd. is making significant strides in the medical and legal sectors, with the "national team" in the AI field expected to achieve long-term development [1] Group 1: AI Development and Strategic Initiatives - At the 2025 World Artificial Intelligence Conference, the State-owned Assets Supervision and Administration Commission (SASAC) officially released 40 strategic high-value scenarios for central enterprises in AI [1] - The company’s self-developed "Zhiling" medical AI solution, based on the Xiaoke large model, has been successfully selected, indicating its strong capabilities in AI [1] - The company has won important contracts, showcasing the deep accumulation of its AIAgent technology and the potential in the military AI domain [1] Group 2: Market Position and Future Prospects - As a domestically developed and controllable AI technology platform, the company continues to support the intelligent transformation of domestic government and enterprises, bringing new momentum to its AI business development [1] - The company is actively advancing in AI, creating a complete ecosystem from large models to upper-layer applications, positioning itself as a core force in the construction of the domestic cybersecurity industry [1] - The company is expected to play a significant role in the intelligent construction of sectors such as medical, legal, and military [1]

Investment Rating - The report maintains a "Recommended" rating for the company, indicating a potential upside of over 15% relative to the benchmark index [5][36]. Core Insights - The company is actively developing AI solutions across various sectors, including healthcare, legal, and military, positioning itself as a key player in the national AI landscape [1][2][36]. - The company has successfully integrated AI technologies into its products, showcasing significant advancements in efficiency and effectiveness across its service offerings [10][14][22]. Summary by Sections 1. AI Development in Healthcare, Legal, and Management - The company has launched the "Zhiling" medical AI solution, which enhances clinical documentation efficiency by over 90% and supports personalized health management [10][11]. - In the legal sector, the company introduced the "Jixiaoyi" AI agent, which provides comprehensive legal compliance solutions, enhancing operational efficiency in legal processes [14][16]. - The "Huizhu" private domain intelligent platform integrates AI capabilities into enterprise management, covering critical areas such as risk control and compliance [18][19]. 2. Significant Orders and Military AI Potential - The company won a major contract exceeding 100 million yuan for an AI platform project, demonstrating its strong capabilities in AI development [2][25]. - The "Xiaoke" large model has been recognized for its application in military and governmental sectors, indicating its potential for future growth [26][29]. - The company is positioned as a significant force in the intelligent development of state-owned enterprises, benefiting from its involvement in high-value AI projects [29][30]. 3. Financial Forecast and Profitability - The projected net profits for 2025, 2026, and 2027 are 313 million yuan, 409 million yuan, and 531 million yuan, respectively, with corresponding PE ratios of 51X, 39X, and 30X [4][36]. - Revenue is expected to grow from 7.836 billion yuan in 2024 to 11.288 billion yuan by 2027, reflecting a compound annual growth rate [4][36]. 4. AI Ecosystem and Long-term Advantages - The company has established a comprehensive AI ecosystem, from large models to application layers, which is expected to support its long-term growth in various sectors [36][34]. - The CETC AI Open Service Platform, which integrates over 200 specialized models, is designed to facilitate digital transformation for enterprises, enhancing deployment efficiency by 30% [34][35].

Core Insights - The DRG/DIP concept increased by 1.00%, ranking 10th among concept sectors, with 11 stocks rising, including Jiarun Technology which hit a 20% limit up [1] - Major gainers in the sector included Jiahe Meikang, Wanda Information, and Taiji Co., with respective increases of 3.68%, 3.08%, and 2.98% [1] - The sector experienced a net outflow of 229 million yuan, with 10 stocks seeing net inflows, and Wanda Information leading with a net inflow of 65.92 million yuan [2][3] Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnet (+3.24%), Brain-Computer Interface (+2.69%), and Hyperbaric Oxygen Chamber (+2.56%), while the weight-loss drug sector saw a decline of -1.70% [2] - The DRG/DIP concept had a net inflow ratio led by Wanda Information at 10.09%, followed by ST Yilianzhong at 5.78% and Taiji Co. at 4.82% [3][4] Stock Specifics - Key stocks in the DRG/DIP concept included: - Wanda Information: +3.08%, net inflow of 65.92 million yuan, turnover rate of 5.34% [3] - Weining Health: +1.72%, net inflow of 62.81 million yuan, turnover rate of 6.37% [3] - Taiji Co.: +2.98%, net inflow of 42.14 million yuan, turnover rate of 5.36% [3] - Notable declines were seen in stocks like Maidi Technology (-2.61%) and Seli Medical (-2.32%), with significant net outflows [4]

证券日报网讯太极股份（002368）8月6日在互动平台回答投资者提问时表示，公司近年来紧抓信创、数 据要素、人工智能等行业发展机遇，围绕可信、数据、智能牵引公司业务创新，推进公司一体两翼发展 战略落地，实现公司业务从行业解决方案向产品化、平台服务化方向转型，目前相关工作在有序进行 中。更多信息请关注公司定期报告的相关内容。 ...