人民财讯9月3日电，久远银海(002777)9月3日在互动平台表示，公司是阿里战略合作伙伴，双方在数字 政务、智慧城市等业务领域有较多合作。未来公司将继续加大公司"闻语"大模型的研发与部署，并加强 与阿里等生态合作伙伴的业务与技术协同，持续探索包括AI算力适配、AI行业场景创新等更多深度合 作。 转自：证券时报 ...

久远银海 20250902 摘要 久远银海受益于民生信息化建设，尽管财政收缩，但通过专项债和财政 支持，业绩得以恢复，尤其在医保、医疗、数字政务和智慧城市等领域， 已签订单和中标待签订单同比增长约 5%。 公司在数据要素和 AI 医疗方面积极布局，已在医保局两结合、三赋能的 基础建设上为用户提供服务，并在医保内部数据治理上取得进展，同时 人力资源与社会保障部门也开始推进内部数据治理。 下半年是久远银海确认收入的关键期，项目验收集中，受益于去年底政 府支付能力增强和今年地方政府运作顺畅，预计年底业绩表现良好，现 金流充裕。 公司预计在十五五规划中，医疗保障体制和人力资源方面将有更多针对 性政策和信息化建设方向，特别是在数据服务和全国数据融合方面，为 数字经济提供支持。 久远银海全面介入 AI 领域，尤其在医保核心、监管、支付方式及服务上 推进 AI 技术，打造智能化应用，并建立了 AI 加医疗应用评估及验证能 力体系，提升医疗健康领域竞争力。 Q&A 久远银海在 2025 年上半年的业绩表现如何？ 2025 年上半年，久远银海的营业收入同比增长了 11%，归属于上市公司股东 的利润增长了 160%。经营活动产生 ...

Core Viewpoint - JiuYuan YinHai's stock price has experienced fluctuations, with a recent decline of 2.02% and a year-to-date increase of 16.23%, indicating volatility in market performance [1] Financial Performance - For the first half of 2025, JiuYuan YinHai reported revenue of 439 million yuan, representing a year-on-year growth of 11.33% [2] - The net profit attributable to shareholders for the same period was approximately 29.95 million yuan, showing a significant increase of 166.63% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 5.68% to 54,400, while the average number of circulating shares per person increased by 6.02% to 7,433 shares [2] - The company has distributed a total of 472 million yuan in dividends since its A-share listing, with 151 million yuan distributed over the past three years [3] Major Shareholders - As of June 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder, increasing its holdings by 910,200 shares to 4.6232 million shares [3] - Southern CSI 1000 ETF is the fifth-largest circulating shareholder, increasing its holdings by 489,700 shares to 2.6339 million shares [3] - E-Fonda New Normal Mixed Fund is a new entrant among the top ten circulating shareholders, holding 2.2 million shares [3]

Group 1 - The core viewpoint of the news is that Jiuyuan Yinhai's stock has experienced fluctuations, with a recent decline of 2.02% and a year-to-date increase of 16.23% [1] - As of June 30, 2025, Jiuyuan Yinhai reported a revenue of 439 million yuan, representing a year-on-year growth of 11.33%, and a net profit of approximately 29.95 million yuan, which is a significant increase of 166.63% compared to the previous year [2] - The company has distributed a total of 472 million yuan in dividends since its A-share listing, with 151 million yuan distributed in the last three years [3] Group 2 - Jiuyuan Yinhai's main business segments include operation and maintenance services (49.40%), software (34.76%), and system integration (15.60%) [1] - As of June 30, 2025, the number of Jiuyuan Yinhai's shareholders decreased by 5.68% to 54,400, while the average number of circulating shares per person increased by 6.02% to 7,433 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 910,200 shares, and new shareholder E Fund New Normal Mixed Fund, which holds 2.2 million shares [3]

久远银海（002777.SZ）8月26日在投资者互动平台表示，公司基于自研的 "银海闻语"大模型精准适配 医疗医保、数字政务和智慧城市等领域的深度推理和内容生成大模型需求，其中在智慧医疗领域，公司 研发了面向医院的智能体"杏捷"，为患者提供智能导诊、智能挂号、智能预问诊、智能陪诊、报告解读 等服务；面向诊所的智能体"杏灵"，为患者提供智能预问诊、三医百科服务，同时为诊所医生提供辅助 诊疗、合理用药等服务。上述业务目前正陆续在各地推广应用。公司在深耕现有主营业务的同时，持续 推进创新驱动发展战略，不断探索行业新领域与新模式，推动公司高质量发展。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问董秘，公司是否会将闻语大模型中医疗部分形成 产品，供民众作为日常判断是否健康以及辅助诊断使用？这样既方便民众自我健康管理，也能为公司创 收增利。 ...

Core Viewpoint - JiuYuan YinHai (002777) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year, indicating a positive growth trajectory for the company. Financial Performance Summary - Total revenue for the first half of 2025 reached 439 million yuan, an increase of 11.33% year-on-year [1] - Net profit attributable to shareholders was 29.95 million yuan, up 160.02% year-on-year [1] - In Q2 2025, total revenue was 232 million yuan, reflecting a 16.32% increase year-on-year, while net profit for the quarter was 15.05 million yuan, a staggering increase of 1354.05% year-on-year [1] - Gross margin improved to 43.98%, up 12.16% year-on-year, and net margin rose to 6.59%, an increase of 525.74% year-on-year [1] - Total operating expenses (sales, management, and financial expenses) amounted to 107 million yuan, accounting for 24.25% of revenue, a decrease of 12.38% year-on-year [1] Cash Flow and Receivables - The net cash flow from operating activities increased by 34.79%, attributed to a reduction in cash payments for goods and services compared to the previous period [2] - Accounts receivable represented a significant portion of the company's financials, with accounts receivable to net profit ratio reaching 607.91% [1][6] Investment and Return Metrics - The company's return on invested capital (ROIC) for the previous year was 4.46%, indicating moderate capital efficiency [4] - The average expected earnings per share for 2025 is projected at 0.26 yuan, with anticipated total earnings of 105 million yuan [4] Fund Holdings - The largest fund holding JiuYuan YinHai is the Golden Eagle Medical Health Industry A fund, which holds 992,600 shares and has shown a significant increase in value over the past year [5]

据证券之星公开数据整理，近期久远银海（002777）发布2025年中报。截至本报告期末，公司营业总收 入4.39亿元，同比上升11.33%，归母净利润2994.81万元，同比上升160.02%。按单季度数据看，第二季 度营业总收入2.32亿元，同比上升16.32%，第二季度归母净利润1504.59万元，同比上升1354.05%。本 报告期久远银海公司应收账款体量较大，当期应收账款占最新年报归母净利润比达607.91%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率43.98%，同比增12.16%，净利率6.59%，同比增 525.74%，销售费用、管理费用、财务费用总计1.07亿元，三费占营收比24.25%，同比减12.38%，每股 净资产4.02元，同比增0.48%，每股经营性现金流-0.17元，同比增34.79%，每股收益0.07元，同比增 133.33% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 3.95 Z | 4.39亿 | 11.33% | | 归母净利润(元) | 1151.77万 | 2 ...

金融界消息 截至2025年8月25日收盘，久远银海（002777）报收于20.89元，下跌0.05%，换手率 6.14%，成交量24.84万手，成交金额5.18亿元。 资金流向方面，今日主力资金净流出4217.71万元，占比成交额8.13%。其中，超大单净流出1609.45万 元、占成交额3.1%，大单净流出2608.26万元、占成交额5.03%，中单净流出流入1589.95万元、占成交 额3.07%，小单净流入2627.76万元、占成交额5.07%。 通过天眼查大数据分析，四川久远银海软件股份有限公司共对外投资了20家企业，参与招投标项目5000 次，知识产权方面有商标信息62条，专利信息38条，此外企业还拥有行政许可6个。 来源：金融界 久远银海最新一期业绩显示，截至2025中报，公司营业总收入4.39亿元、同比增长11.33%，归属净利润 2994.81万元，同比增长160.02%，扣非净利润2144.19万元，同比增长250.12%，流动比率2.459、速动比 率2.011、资产负债率31.39%。 天眼查商业履历信息显示，四川久远银海软件股份有限公司，成立于2008年，位于成都市，是一家以从 事软件 ...

风险提示：投资有风险，入市需谨慎。 截至2025年8月25日15时，久远银海股价报20.89元，较前一交易日下跌0.01元，跌幅0.05%。当日成交 量为24.84万手，成交金额达5.18亿元。 久远银海是一家专注于智慧民生服务的企业，主营业务涵盖医疗医保、数字政务和智慧城市三大领域。 公司在全国29个省份、240余个城市开展业务，服务16万家医疗医药机构和7亿社会公众。 根据公司8月24日晚间发布的半年报显示，2025年上半年久远银海实现营业收入4.39亿元，同比增长 11.33%；归属于上市公司股东的净利润2994.81万元，同比增长160.02%。其中智慧城市业务表现突出， 营业收入同比增长409.88%至5169.6万元。 来源：金融界 ...

Core Viewpoint - The company, Jiuyuan Yinhai, reported significant growth in both revenue and net profit for the first half of 2025, driven by its focus on healthcare, digital governance, and smart city sectors [1][2]. Financial Performance - Jiuyuan Yinhai achieved a revenue of 439 million yuan, representing a year-on-year increase of 11.33% [1]. - The net profit attributable to shareholders reached 29.94 million yuan, marking a substantial growth of 160.02% [1]. - The net profit after deducting non-recurring gains and losses was 21.44 million yuan, reflecting a remarkable increase of 250.12% [1]. Sector Performance - In the healthcare and insurance sector, the company generated 238 million yuan in revenue, a growth of 2.63% [2]. - The digital governance sector contributed 147 million yuan, with a growth of 6.94% [2]. - The smart city sector saw a significant increase in revenue to 51.70 million yuan, up by 409.88% [2]. - The gross margins for healthcare and digital governance sectors improved to 48.12% and 37.89%, respectively [2]. Strategic Initiatives - The company launched the "Jiuwen" medical intelligent solution at the Huawei China Partner Conference 2025, which includes a range of AI-driven medical applications [2]. - Jiuyuan Yinhai joined the "Ant Group Medical Model Ecosystem Partnership," focusing on collaborative development in the healthcare sector [2]. Project Developments - The company secured multiple smart healthcare projects, including significant contracts for hospitals in various regions [3]. - Jiuyuan Yinhai has established itself as a leader in the field of smart healthcare interconnectivity, having completed assessments across 19 different scenarios [3]. Industry Outlook - The healthcare industry is experiencing rapid growth, with increasing market demand, providing ample future development opportunities for the company [3]. - The ongoing investment in healthcare data elements, payment reforms, and smart hospital management is expected to continue until at least 2027, positioning Jiuyuan Yinhai favorably in the market [4].