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]

Core Viewpoint - The company, Sichuan Jiuyuan Yinhai Software Co., Ltd., has released its third-quarter report for 2025, ensuring the accuracy and completeness of the financial information disclosed [2][10]. Financial Data Summary - The third-quarter financial report has not been audited [9]. - The company has undergone a retrospective adjustment of previous accounting data due to changes in accounting policies, specifically related to the accounting treatment of quality assurance guarantees [3]. - There are no non-recurring profit and loss items applicable for the current reporting period [4][5]. Shareholder Information - The largest shareholder, Sichuan Jiuyuan Investment Holding Group Co., Ltd., holds 26.29% of the company's shares and is currently undergoing a potential change in actual control, which involves state-owned asset approval processes [6][7]. Board Meeting Details - The 15th meeting of the sixth board of directors was held on October 24, 2025, with all nine directors participating and voting unanimously in favor of the third-quarter report [11][12][13].

Core Viewpoint - JiuYuan YinHai (002777.SZ) reported a decrease in Q3 revenue but a significant increase in net profit for the third quarter of 2025 [1] Financial Performance - In Q3, the company achieved a revenue of 248 million yuan, a year-on-year decrease of 9.43% [1] - The net profit for Q3 was 12.841 million yuan, showing a year-on-year increase of 134.12% [1] - For the first three quarters, the total revenue reached 687 million yuan, reflecting a year-on-year growth of 2.83% [1] - The net profit for the first three quarters was 42.789 million yuan, which is a year-on-year increase of 151.66% [1]

Core Viewpoint - Jiuyuan Yinhai (002777.SZ) reported a revenue of 687 million yuan for the first three quarters of 2025, reflecting a year-on-year growth of 2.83% [1] - The net profit attributable to shareholders reached 42.79 million yuan, marking a significant year-on-year increase of 151.66% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 31.47 million yuan, showing a remarkable year-on-year growth of 492.73% [1] Financial Performance - Revenue for the first three quarters: 687 million yuan, up 2.83% year-on-year [1] - Net profit attributable to shareholders: 42.79 million yuan, up 151.66% year-on-year [1] - Net profit after deducting non-recurring gains and losses: 31.47 million yuan, up 492.73% year-on-year [1]

Group 1 - Company Jiuyuan Yinhai (SZ 002777) reported Q3 performance with revenue of approximately 687 million yuan for the first three quarters of 2025, representing a year-on-year increase of 2.83% [1] - The net profit attributable to shareholders was approximately 42.79 million yuan, showing a significant year-on-year increase of 151.66% [1] - Basic earnings per share reached 0.1 yuan, which is a year-on-year increase of 150% [1] Group 2 - As of the report, Jiuyuan Yinhai's market capitalization stands at 7.7 billion yuan [2]

第六届董事会第十五次会议决议公告 证券代码：002777 证券简称：久远银海 公告编号：2025-038 四川久远银海软件股份有限公司 特此公告。 四川久远银海软件股份有限公司董事会 二〇二五年十月二十七日 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。 一、董事会会议召开情况 四川久远银海软件股份有限公司第六届董事会第十五次会议通知于 2025 年 10 月 14 日以专人送达、电话、电子邮件等方式送达全体董事及高级管理人员。会议于 2025 年 10 月 24 日以通讯方式召开，会议应参加表决的董事 9 人，实际参加表决的 董事 9 人。会议由董事长连春华先生主持，会议的召集、召开符合有关法律、法规 和《公司章程》的规定。 二、董事会会议审议情况 会议以记名投票方式对议案进行表决，审议通过如下议案： 1. 审议通过《公司 2025 年第三季度报告》 公司严格按照《证券法》《深圳证券交易所股票上市规则》及《公司章程》等有 关规定和要求，编制完成了《公司 2025 年第三季度报告》（公告编号：2025-039）。 具体内容详见《证券时报》《证券日报》《中国证 ...

Financial Performance - The company's operating revenue for Q3 2025 was CNY 247.72 million, a decrease of 9.43% compared to CNY 273.52 million in the same period last year[5] - Net profit attributable to shareholders for Q3 2025 reached CNY 12.84 million, representing a significant increase of 134.12% from CNY 7.58 million year-on-year[5] - The total profit for the period from January to September 2025 reached 42,789,107.30, representing a 151.66% increase compared to the same period in 2024[11] - The company's net profit for the current period is CNY 41,587,572.05, a significant increase from CNY 11,703,966.47 in the previous period, representing a growth of approximately 255%[22] - Operating profit rose to CNY 46,815,214.64, compared to CNY 15,408,673.90 in the previous period, marking an increase of approximately 204%[22] - The total revenue from operating activities reached CNY 845,865,790.01, up from CNY 799,647,329.36, indicating a growth of about 5.8%[25] Cash Flow and Liquidity - The net cash flow from operating activities for the year-to-date period increased by 131.24%, amounting to CNY 10.11 million compared to CNY 32.36 million in the previous year[5] - The company reported a net cash flow from operating activities of 10,109,589.75, a significant turnaround from a negative cash flow of -32,364,362.20 in the previous year, marking a 131.24% improvement[11] - The cash received from other operating activities increased by 125.86% to 26,425,713.88, driven by the recovery of deposits[11] - The company's cash and cash equivalents decreased by 38.15%, from CNY 675.44 million at the beginning of the year to CNY 417.73 million[10] - The cash and cash equivalents at the end of the period decreased to CNY 339,307,548.99 from CNY 373,050,359.95, a decline of about 9.1%[25] - The company incurred a net cash outflow from investing activities of CNY -232,311,810.30, compared to CNY -201,539,472.38 in the previous period[25] Assets and Liabilities - Total assets as of September 30, 2025, were CNY 2.66 billion, reflecting a decrease of 1.21% from CNY 2.69 billion at the end of the previous year[5] - The company's total liabilities decreased by 55.31% to 3,078,913.44, mainly due to a reduction in long-term lease liabilities[11] - The total assets decreased to RMB 2,660,323,323.71 from RMB 2,692,964,862.04, a decline of about 1.2%[20] - The total liabilities decreased to RMB 871,411,978.06 from RMB 884,206,432.74, a reduction of approximately 1.5%[20] - The total equity attributable to the parent company decreased to RMB 1,653,017,586.10 from RMB 1,671,463,134.50, a decline of about 1.1%[20] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 56,082, with no preferred shareholders[13] - The largest shareholder, Sichuan Jiuyuan Investment Holding Group Co., Ltd., holds a 26.29% stake, amounting to 107,310,403 shares[13] - The company received a notice regarding potential changes in the actual controller due to equity reform plans from its major shareholder, Sichuan Jiuyuan Investment Holding Group Co., Ltd.[15] Research and Development - Research and development expenses increased by 48.69% to 117,899,450.95, reflecting the company's commitment to enhancing R&D investment[11] - The company is actively involved in research and development of new products and technologies, although specific details were not disclosed in the conference call[21] - Research and development expenses increased to CNY 117,899,450.95 from CNY 79,293,433.39, reflecting a growth of about 48.6%[22] Other Financial Metrics - Basic earnings per share for Q3 2025 were CNY 0.0300, up 200.00% from CNY 0.0200 in the same quarter last year[5] - Basic and diluted earnings per share increased to CNY 0.10 from CNY 0.04, representing a 150% increase[23] - The company reported a significant increase in non-recurring gains and losses, totaling CNY 2.82 million for the current period[8] - Investment income rose by 44.36% to 7,688,160.87, primarily due to increased interest from time deposits[11] - The company experienced a 64.92% decrease in tax payable, totaling 8,965,661.19, due to the payment of prior period corporate income tax and VAT[11]