Group 1 - The 2025 Tianfu Digital Economy Conference highlighted the strategic importance of the digital economy in the "14th Five-Year Plan" and its role as a key driver for high-quality development in Sichuan [1] - By 2024, the core industry added value of Sichuan's digital economy is expected to exceed 530 billion yuan, with revenue from large-scale enterprises accounting for 16.7%, ranking among the top in the country [1] - The manufacturing sectors, particularly electronic and communication equipment and industrial robotics, have seen growth rates exceeding 60%, indicating a strong rise in the digital industry matrix [1] Group 2 - Jiuyuan Yinhai focuses on smart livelihood, covering three strategic directions: healthcare, digital governance, and smart cities, providing digital services and customized software for government and healthcare institutions [2] - Electric Science Network Security is building a comprehensive data security product system, participating in research on data security infrastructure and compliance, and has implemented typical projects in government and energy sectors [2] - Junyi Digital leverages big data platform technology to create digital and intelligent applications in urban infrastructure and public services, supporting the digital transformation of governments, enterprises, and schools [2] Group 3 - The "Sichuan Province Plan for Accelerating Efficient Construction and Application of Computing Power" aims for a total computing power scale of 40 EFLOPS by 2027, doubling the current capacity [3] - Sichuan will cultivate internationally competitive digital industry clusters, with annual special funds supporting key projects, offering up to 30 million yuan for individual clusters [3] - The Ministry of Industry and Information Technology's guidelines aim for 100% digital transformation coverage among large-scale industrial enterprises by 2027, with a focus on high-standard digital parks [3] Group 4 - The 2025 Tianfu Digital Economy Conference serves as a platform for showcasing achievements and fostering collaboration [4] - Securities research reports indicate that Sichuan's listed companies are entering a growth phase driven by strategic opportunities in artificial intelligence, new energy, and the digital economy [4]

数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 采购方：四川省卫生健康信息中心 供应商：四川久远银海软件股份有限公司 中标金额：399000.0 地区：四川省 发布日期：2025-11-16 证券之星消息，根据天眼查APP-财产线索数据整理，根据四川省卫生健康信息中心11月16日发布的 《2025年医疗"三监管"系统功能优化和运维项目成交结果公告》内容显示，四川久远银海软件股份有限 公司中标，详情如下： 标题：2025年医疗"三监管"系统功能优化和运维项目成交结果公告 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7245 次；财产线索方面有商标信息92条，专利信息38条，著作权信息1288条；此外企业还拥有行政许可6 个。 ...

Core Viewpoint - JiuYuan YinHai's stock price has shown a positive trend with a year-to-date increase of 14.12%, reflecting strong performance in the software and IT services sector [1][2]. Financial Performance - For the period from January to September 2025, JiuYuan YinHai achieved a revenue of 687 million yuan, representing a year-on-year growth of 2.83% [2]. - The net profit attributable to shareholders reached 42.79 million yuan, marking a significant increase of 127.43% compared to the previous year [2]. Stock Market Activity - As of November 18, JiuYuan YinHai's stock price was 19.48 yuan per share, with a trading volume of 134 million yuan and a turnover rate of 1.72% [1]. - The company experienced a net inflow of 14.79 million yuan from main funds, with large orders contributing significantly to the buying activity [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 3.84% to 56,100, while the average number of circulating shares per person increased by 3.99% to 7,212 shares [2][3]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Jin Ying Technology Innovation Fund, with notable changes in their holdings [3]. Business Overview - JiuYuan YinHai, established on November 24, 2008, and listed on December 31, 2015, focuses on software products, operation services, and system integration in the field of social security and human resources [1]. - The company's revenue composition includes 49.40% from operation services, 34.76% from software, and 15.60% from system integration [1]. Dividend Distribution - Since its A-share listing, JiuYuan YinHai has distributed a total of 472 million yuan in dividends, with 151 million yuan distributed over the past three years [3].

Core Viewpoint - Sichuan Jiuyuan Yinhai Software Co., Ltd. has won the bid for the medical insurance mobile payment project at Chengdu Longquanyi District Traditional Chinese Medicine Hospital, with a bid amount of 429,707.04 [2] Group 1: Company Overview - Sichuan Jiuyuan Yinhai Software Co., Ltd. has invested in 20 enterprises and participated in 7,245 bidding projects [1] - The company holds 92 trademark registrations, 38 patents, and 1,288 copyright registrations [1] - Additionally, the company possesses 6 administrative licenses [1] Group 2: Project Details - The project is related to medical insurance mobile payment and was announced on November 13, 2025 [2] - The project is located in Sichuan Province [2]

证券日报网讯11月12日晚间，久远银海（002777）发布公告称，同意选举吴钒先生担任公司第六届董事 会职工代表董事。 ...

本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 证券代码：002777 证券简称：久远银海 公告编号：2025-040 一、非独立董事辞职情况 四川久远银海软件股份有限公司（以下简称"公司"）董事会近日收到公司非独 立董事乔登俭先生递交的书面辞职报告。因公司治理结构调整，乔登俭先生申请辞 去公司第六届董事会董事职务，继续担任公司副总裁职务。乔登俭先生原定任期为 2023 年 11 月 24 日至 2026 年 11 月 23 日。根据《公司法》《深圳证券交易所 上市公司自律监管指引第 1 号——主板上市公司规范运作》《公司章程》等有关规 定，乔登俭先生的辞职不会导致公司董事会成员低于法定最低人数，不会影响公司 董事会的正常运作，其辞职报告自送达董事会时生效。 截至本报告披露日，乔登俭先生持有公司股份 5,610 股。乔登俭先生离任公司 非独立董事职务后，将继续遵守《上市公司董事和高级管理人员所持本公司股份及 其变动管理规则》《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、 高级管理人员减持股份》等法律法规中有关上市公司离任董事股份变动的规定， ...

数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 采购方：泸州市医疗保障局 供应商：四川久远银海软件股份有限公司 中标金额：290000.0 地区：四川省 发布日期：2025-11-03 证券之星消息，根据天眼查APP-财产线索数据整理，根据泸州市医疗保障局11月3日发布的《【结果公 告】泸州市医疗保障局医保大数据筛查分析服务项目结果公告》内容显示，四川久远银海软件股份有限 公司中标，详情如下： 标题：【结果公告】泸州市医疗保障局医保大数据筛查分析服务项目结果公告 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7187 次；财产线索方面有商标信息92条，专利信息38条，著作权信息1310条；此外企业还拥有行政许可6 个。 ...

Core Insights - The National Health Commission released implementation opinions to promote and regulate the application of "Artificial Intelligence + Healthcare," outlining eight key application areas and development goals for 2027 and 2030 [1][2]. Group 1: Key Application Areas - The eight key areas identified include AI + grassroots applications, AI + clinical diagnosis, AI + patient services, AI + traditional Chinese medicine, AI + public health, AI + research and education, AI + industry governance, and AI + health industry [2][3]. - The focus on grassroots applications aims to enhance intelligent services in areas such as medical imaging, ECG diagnosis, and public health management [3]. Group 2: Development Goals - By 2027, the goal is to establish high-quality health data sets and intelligent applications in clinical settings, with a focus on major diseases and enhancing diagnostic capabilities [2][4]. - By 2030, the aim is for intelligent applications in grassroots diagnosis to achieve full coverage, with advanced AI applications in secondary and tertiary hospitals [2]. Group 3: Company Opportunities - A-share companies like Shanhai Mountain, Yunnan Baiyao, and Aojiahua have already made early investments in AI + healthcare, positioning themselves to benefit from the policy's support [1][4]. - Companies such as Keda Xunfei and Yunkang Life are developing AI solutions for imaging and comprehensive healthcare services, enhancing patient experience and operational efficiency [4][5]. Group 4: Focus on Medical Robots - The implementation opinions emphasize the promotion of intelligent medical devices, including rehabilitation and acupuncture robots, indicating a growing market for AI-driven medical equipment [5]. - Companies like Aojiahua are developing smart massage robots based on traditional Chinese medicine principles, showcasing innovation in the sector [5]. Group 5: Patient Services and Research - The implementation opinions highlight the need for AI to enhance patient services, including intelligent appointment scheduling and pre-consultation services in hospitals [5][6]. - Companies like Yunnan Baiyao are advancing drug research through AI systems that predict the effects of new molecules, indicating a trend towards integrating AI in pharmaceutical research [6].

Core Viewpoint - The recent quarterly reports from listed companies reveal a significant shift in investment strategies among prominent private equity managers, with an increased focus on cyclical industries and a need to monitor fundamental developments, policy benefits, and industrial upgrades as core themes [1][4]. Private Equity Holdings - Gao Yi Asset's Feng Liu significantly reduced holdings in Hikvision by 58 million shares, retaining 280 million shares valued at 8.826 billion yuan, making it the fourth-largest shareholder [1]. - Renqiao Asset's Xia Junjie maintained positions in several stocks while slightly reducing holdings in Xingfu Electronics and increasing stakes in Beijing Renli [1]. - Ningquan Asset's Yang Dong entered as the eighth-largest shareholder in Fuanna with 6.0512 million shares valued at 4.2 million yuan [2]. - Ruijun Asset's funds became top shareholders in Dinglong Co., while also increasing stakes in other companies [2]. Increased Focus on Cyclical Industries - Gao Yi Asset's Deng Xiaofeng reduced holdings in Zijin Mining by approximately 18.6 million shares, still holding 180 million shares valued at 5.3 billion yuan, with a significant gain of about 1.5 billion yuan from the position [3]. - The same fund also reduced its stake in Yun Aluminum, holding 28.5 million shares valued at 1.164 billion yuan [3]. Policy Benefits and Industrial Upgrades - The Shanghai Composite Index surpassed 4,000 points, reflecting improved market sentiment and recognition of the value reassessment cycle in Chinese equity assets [4]. - Fengjing Capital noted that economic data remains resilient, with expectations for moderate improvement in fixed investment growth due to policy initiatives [4]. - Ning Shui Capital emphasized the importance of policy benefits and industrial upgrades as core investment themes while advising caution regarding high valuations [4].

Core Points - Sichuan Jiuyuan Yinhai Software Co., Ltd. won the bid for the OCR system project for the Liangshan Yi Autonomous Prefecture Medical Security Affairs Center with a bid amount of 1,400,000 [1][2] - The project involves the identification and review of medical insurance reimbursement vouchers [1] - The company has invested in 20 enterprises and participated in 7,154 bidding projects [1] Company Overview - Sichuan Jiuyuan Yinhai Software Co., Ltd. holds 92 trademark registrations, 38 patents, and 1,309 copyright registrations [1] - The company possesses 6 administrative licenses [1] Project Details - The project was announced on October 26, 2025, by the Liangshan Yi Autonomous Prefecture Medical Security Affairs Center [2] - The project aims to enhance the efficiency of medical insurance reimbursement processes through advanced technology [1]