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太极股份 驶向数据智能服务商新蓝海
Core Insights - The core viewpoint of the article emphasizes that Taiji Co., Ltd. is actively transforming into a data intelligence service provider, driven by the need for data to empower business decisions and value growth in the digital economy [3][4]. Strategic Framework - Taiji Co., Ltd. has updated its strategic framework to "One Body, Two Wings, and Three Engines," focusing on industry digitalization as its core business, product industrialization, and service platformization [5][6]. - The "One Body" represents the company's deep engagement in industry digitalization, while the "Two Wings" aim to create scalable software and hardware products and shift from project-based revenue to continuous service revenue [5][6]. Business Growth and Market Position - The company has a unique combination of industry understanding, data capability, and practical implementation, which forms a competitive moat in the market [7]. - Taiji Co., Ltd. is expanding its market space from traditional IT construction to the broader data element operation sector, aiming to convert its industry experience into competitive advantages and market share [8]. Three Engines Driving Business Model Upgrade - The three engines—Trust, Data, and Intelligence—are crucial for driving the company's business model upgrade [9]. - Trust involves integrating security capabilities across various segments, while Data focuses on transforming accumulated industry knowledge into reusable assets [9][10]. - Intelligence aims to embed business-understanding algorithms into customer processes, leveraging AI technologies for quantifiable value [10]. Future Growth and Revenue Model - The company anticipates that data operation and value-added services will become new business growth points in the next three to five years [8]. - The shift towards a sustainable "platform + subscription" model is expected to enhance revenue quality and reflect the company's successful transition from a "digital builder" to a "data intelligence service provider" [10].
“智”润百业——从基础底座到场景探索的企业范式观察
Group 1 - The current phase is crucial for the empowerment of the real economy through data elements, with digital service providers leading the way towards intelligent transformation [1][2] - Taiji Co., a core industrial platform under China Electronics Corporation, is transitioning to a "data intelligence service provider" by addressing data flow bottlenecks and supporting intelligent transformation across various industries [1] - The development framework of Taiji Co. is summarized as "one body, two wings, and three engines," focusing on digitalization in key sectors like energy and transportation, and enhancing capabilities from project delivery to sustainable services [1] Group 2 - Jingyeda, with 28 years of experience, aims to create the "most education-friendly AI," recognizing AI as the biggest variable and increment in educational development over the next decade [2] - The company adopts a "full-stack" approach, integrating its self-developed "Starry Sky" model into the entire teaching process, transforming traditional evaluation methods into data-driven diagnostics [2] - The core value of digitalization is shifting from "project construction" to "operational capability," emphasizing the need for both accessible infrastructure and intelligent applications in various sectors [2]
太极股份:截至2025年12月31日股东户数为56220户
Zheng Quan Ri Bao· 2026-01-05 13:15
证券日报网讯 1月5日,太极股份在互动平台回答投资者提问时表示,截至2025年12月31日,公司股东 户数为56220户。 (文章来源:证券日报) ...
太极股份(002368) - 关于控股股东及其一致行动人协议转让股份完成过户登记的公告
2026-01-05 09:02
本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 太极计算机股份有限公司(以下简称"公司")于近日收到控股股东中电太极 (集团)有限公司(以下简称"中电太极")及其一致行动人中电科投资控股有限 公司(以下简称"电科投资")转发的由中国证券登记结算有限责任公司出具的 《证券过户登记确认书》,中电太极、电科投资与中电金投控股有限公司(以 下简称"中电金投")协议转让公司部分股份事宜已在中国证券登记结算有限责任 公司深圳分公司办理完成过户登记手续。现将具体情况公告如下: 证券代码:002368 证券简称:太极股份 公告编号:2026-001 太极计算机股份有限公司 关于控股股东及其一致行动人协议转让股份完成过户登记的公告 股东中电太极(集团)有限公司、中电科投资控股有限公司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。 一、本次协议转让概述 2025 年 11 月 8 日,中电太极、电科投资分别与中电金投签署了《股份转让 协议》,中电太极拟通过非公开协议转让方式向中电金投转让持有的公司 19,156,668 股无限售流通普通股股份,占公司总股本的 3.0738% ...
太极股份:中电太极、电科投资协议转让公司3.0738%股份过户登记完成
Xin Lang Cai Jing· 2026-01-05 09:00
太极股份公告,中电太极、电科投资与中电金投签署股份转让协议,中电太极转让1915.67万股,占总 股本3.0738%,每股8.41元;电科投资转让977.56万股,占总股本1.5685%,每股8.41元。转让已获国务 院国资委批复,过户登记手续已完成。 ...
股市必读:太极股份(002368)12月31日董秘有最新回复
Sou Hu Cai Jing· 2026-01-04 22:14
截至2025年12月31日收盘,太极股份(002368)报收于24.49元,上涨0.78%,换手率0.88%,成交量5.49万 手,成交额1.34亿元。 董秘最新回复 投资者: 厦门数贸通平台是2025年9月在金砖国家新工业革命伙伴关系论坛上发布的综合性跨境数字贸 易服务平台,由太极股份联合中国工商银行打造,且有央行数字货币研究所指导、厦门多部门推动支 持。其核心是以数字人民币跨境结算为抓手,为金砖国家经贸合作注入数字动能,太极股份还与厦门湖 里区签订10亿元合作协议,请问贵公司董秘先生:这么大的投资都是公益性质的吗?公司在此项目中如 何盈利? 董秘: 在数字人民币方面,公司打造了厦门数贸通平台,该平台集金融科技服务、跨境支付结算与全 球供应链管理于一体,可有效破解跨境贸易企业长期存在的开户难、手续费高、汇损大等痛点问题。目 前,该平台已成功构建境内端与新加坡国际端双向联通机制,为中新贸易提供高效便捷的数字化通道。 感谢您的关注。 投资者: 2025年12月24日,一纸文件为中国的金融开放与跨境贸易擘画了新图景。 中国人民银行等八 部门联合印发的《关于金融支持加快西部陆海新通道建设的意见》,不仅是一份区域发展 ...
太极股份:在数字人民币方面 公司打造了厦门数贸通平台
Xin Lang Cai Jing· 2025-12-31 07:25
Core Viewpoint - The company has developed the Xiamen Digital Trade Platform, which integrates financial technology services, cross-border payment settlement, and global supply chain management to address long-standing issues faced by cross-border trade enterprises [1] Group 1 - The platform effectively resolves challenges such as difficulties in account opening, high transaction fees, and significant exchange losses for cross-border trade companies [1] - A two-way connectivity mechanism has been successfully established between the domestic end and the international end in Singapore, providing an efficient and convenient digital channel for China-Singapore trade [1]
太极股份(002368.SZ):涉及航空航天方面的业务较少
Ge Long Hui· 2025-12-31 07:13
Group 1 - The core business of the company includes providing cloud and data services, proprietary software products, industry solutions, and digital infrastructure, primarily targeting government, smart city, public safety, and enterprise sectors [1] - The company's involvement in the aerospace sector is minimal [1]
太极股份:涉及航空航天方面的业务较少
Ge Long Hui· 2025-12-31 07:11
Group 1 - The company, Taiji Co., Ltd. (002368.SZ), primarily focuses on providing cloud and data services, proprietary software products, industry solutions, and digital infrastructure across various sectors including government, smart cities, public safety, and enterprises [1] - The company's involvement in the aerospace sector is minimal [1]
太极股份:公司高度重视应收账款的管理工作
Zheng Quan Ri Bao Wang· 2025-12-25 11:42
Core Viewpoint - The company emphasizes the importance of managing accounts receivable and is implementing measures to enhance cash flow and credit management, while also focusing on cost control to stabilize cash flow [1] Financial Performance - For the first three quarters of 2025, the company achieved an operating revenue of 4.865 billion yuan and a net profit attributable to shareholders of the listed company amounting to 4.0465 million yuan, indicating a steady recovery in operational performance [1]