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GUANGDONG TECSUN SCIENCE & TECHNOLOGY CO.(002908)
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AI编码进入工程化时代!华为云CodeArts重磅上线,全流程智能化开发,推动企业软件效率提升与国产生态加速成熟
Xin Lang Cai Jing· 2026-02-26 10:21
Group 1 - Company iFLYTEK is a leading player in the domestic AI sector, possessing its own Spark cognitive model with capabilities in code generation, intelligent development, research Q&A, and automated testing, and maintains a long-term deep cooperation with Huawei Cloud [1] - The model can efficiently collaborate with Huawei Cloud's CodeArts to provide AI-assisted development services across various industries including finance, government, education, industry, and healthcare [1] - The demand for enterprise-level AI coding is surging, leading to accelerated deployment in low-code development platforms, intelligent programming assistants, and industry digital solutions, with a robust income structure and growth potential [1] Group 2 - China Software is the absolute leader in the domestic software and Xinchuang industry, focusing on operating systems, databases, middleware, industry solutions, and major digital engineering services, with deep ecological binding with Huawei in various fields [2] - The comprehensive promotion of CodeArts will significantly enhance the company's software development efficiency, system iteration speed, and project delivery quality, effectively reducing R&D costs [2] - The company’s business deeply covers high-barrier industries such as finance, energy, transportation, government, and national defense, benefiting from dual dividends of policy support and industry demand [2] Group 3 - Yonyou Network is a leading vendor in the domestic enterprise cloud services and ERP sector, establishing long-term strategic cooperation with Huawei Cloud in hybrid cloud deployment, industrial internet, and digital transformation [3] - The self-developed enterprise-level AI model is fully integrated into Yonyou's BIP intelligent business platform, enhancing application development efficiency and driving high-quality growth in cloud service subscription revenue [3] - The company’s client base includes large and medium-sized enterprises, specialized and innovative companies, and growing SMEs, with increasing penetration in various industries [3] Group 4 - Oriental Guxin specializes in big data platforms, cloud computing services, industrial internet, and industry digital solutions, maintaining stable cooperation with Huawei in several areas [4] - The company provides integrated services in intelligent development, system integration, and data middle platform construction, with high business barriers and strong customer stickiness [4] - The AI coding tools' widespread adoption will significantly improve efficiency in large digital project delivery and core system iteration [4] Group 5 - Runhe Software is a core ecological co-builder of Huawei's open-source Harmony and Euler operating systems, participating deeply in ecological construction and adaptation development [5] - The company collaborates closely with Huawei Cloud in AI development tools, low-code platforms, and industry solutions, significantly enhancing application development and project delivery efficiency [5] - The widespread adoption of AI coding tools will effectively shorten project cycles, reduce R&D costs, and improve product stability [5] Group 6 - Digital China is a leading cloud management service and digital solution provider, deeply involved in Huawei's cloud ecosystem, offering a range of services including application development and digital transformation [6] - The company benefits from the growing demand for cloud management services and system integration as AI coding tools become prevalent in the enterprise sector [6] - Its comprehensive competitiveness continues to strengthen in various fields including digital government, intelligent manufacturing, and financial technology [6] Group 7 - Huasheng Tiancheng is a certified excellent ISV partner of Huawei, focusing on cloud computing, big data, and AI solutions, with deep collaboration in various areas [7] - The company’s products can seamlessly integrate with Huawei Cloud's CodeArts, expanding AI development service scenarios [7] - The widespread adoption of AI coding tools will significantly enhance delivery efficiency and product quality across key industries [7] Group 8 - Changshan Beiming, through its subsidiary Beiming Software, is a key ISV partner of Huawei, focusing on smart city, industrial internet, and financial technology [8] - The company collaborates deeply with Huawei Cloud in application development and data governance, with CodeArts enhancing software development efficiency [8] - The adoption of AI development tools will effectively reduce R&D costs and enhance product competitiveness [8] Group 9 - Tuo Wei Information is a strategic partner of Huawei across multiple core ecosystems, focusing on AI infrastructure and digital solutions [9] - The company provides AI development and digital services across various sectors, significantly improving code production efficiency [9] - The demand for AI coding in the enterprise sector continues to rise, leading to sustained business growth [9] Group 10 - Hand Information is a core partner of Huawei Cloud, focusing on enterprise digital transformation and ERP implementation services [10] - The company’s AI coding tools significantly enhance application development and system optimization efficiency [10] - The widespread promotion of CodeArts will open up long-term growth opportunities in enterprise digitalization and AI development services [10] Group 11 - Softcom Power is a leading software and digital technology service provider, deeply cooperating with Huawei Cloud to create intelligent solutions [11] - The company benefits from the widespread adoption of AI development tools, enhancing project delivery efficiency and order acquisition capabilities [11] - Its client base includes high-quality projects in finance, internet, and intelligent manufacturing [11] Group 12 - Donghua Software is a comprehensive industry solution provider, maintaining long-term cooperation with Huawei in various fields [12] - The company’s collaboration with Huawei Cloud enhances software development efficiency and project delivery quality [12] - The adoption of AI coding tools will further strengthen the company’s competitive position in the digital economy [12] Group 13 - Qiming Star is a leading enterprise in the network security sector, collaborating with Huawei in various security areas [13] - The company’s products are increasingly penetrating high-security demand industries, benefiting from the AI and security development model [13] - The demand for automated security operations and compliance code development is rapidly growing [13] Group 14 - SuperMap Software is a leading GIS platform provider, collaborating with Huawei in various fields [14] - The company’s GIS platform software is fully compatible with Huawei Cloud, enhancing industry application development efficiency [14] - The adoption of AI coding tools will accelerate the integration of GIS and AI applications [14] Group 15 - Baoxin Software is a dual leader in industrial software and IDC computing services, deeply cooperating with Huawei in various areas [15] - The company’s AI coding tools significantly enhance the efficiency and stability of industrial software development [15] - The company benefits from the growing demand for industrial AI and digital transformation [15] Group 16 - Unisplendour is a leading player in the ICT infrastructure sector, maintaining a competitive ecological partnership with Huawei [16] - The company provides integrated solutions in computing hardware, cloud platforms, and industry digital solutions [16] - The demand for AI and cloud computing is expected to drive sustained growth in the company’s performance [16] Group 17 - Shiji Information is a leader in hotel information and tourism digitalization, collaborating with Huawei in various areas [17] - The company’s AI technology enhances the efficiency of industry application development and system iteration [17] - The demand for intelligent systems in the tourism sector is expected to continue growing [17] Group 18 - Weining Health is a leader in the medical information sector, collaborating with Huawei to promote digital and intelligent upgrades [18] - The company’s products are widely used in various healthcare settings, benefiting from the growing demand for medical digitalization [18] - The adoption of AI coding tools will enhance the efficiency of medical software development [18] Group 19 - Hengsheng Electronics is a leader in financial IT, deeply cooperating with Huawei in various financial technology areas [19] - The company’s collaboration with Huawei enhances the efficiency of financial core system development [19] - The adoption of AI development tools is expected to strengthen the company’s position in the financial IT sector [19]
德生科技发布2025年业绩预告,净利润预计同比下降超四成
Jing Ji Guan Cha Wang· 2026-02-12 01:49
Core Viewpoint - Desheng Technology (002908) anticipates a significant decline in net profit for 2025, projecting a decrease of 41.11% to 58.78% due to substantial upfront investments in AI business expansion, with economic benefits yet to be fully realized [1][2]. Performance and Operational Situation - The company forecasts a net profit attributable to shareholders ranging from 8.4 million to 12 million yuan for 2025, reflecting a year-on-year decline of 41.11% to 58.78% [2]. - The primary reason for this performance change is the ongoing acceleration in AI technology-enabled business, which has required considerable investment in research and development, product iteration, and market cultivation [2]. Strategic Advancement - The company emphasizes that 2026 will be a critical year for deepening its AI business layout, focusing on its role as a social security card service provider and expanding the commercialization of AI applications in public administration, healthcare, and employment sectors to drive revenue growth [3].
德生科技出席湾区AI产业峰会 分享AI医疗数据应用实践
Zhong Zheng Wang· 2026-01-30 10:54
Core Viewpoint - Desheng Technology (002908) is actively engaging in the integration of AI technology within the healthcare sector, addressing challenges such as data silos and system fragmentation through innovative solutions [1] Group 1: Event Overview - The second International Artificial Intelligence Industry Scene Innovation Application Academy Summit and the 2026 Bay Area AI Industry Innovation Ecological Conference was recently held, focusing on AI's role in enhancing healthcare [1] - Desheng Technology's Vice General Manager, Chen Qu, participated in a closed-door forum discussing AI innovations in healthcare [1] Group 2: Technological Innovations - Chen Qu delivered a speech titled "AI Reshaping the New Era of Medical Data," highlighting the company's "1+3+N" data foundation that integrates multimodal data lakes and large model technology [1] - The comprehensive solution developed by Desheng Technology aims to enhance clinical efficiency and management intelligence in hospitals [1] Group 3: Recognition and Future Plans - Desheng Technology was recognized as a "Benchmark Enterprise for Artificial Intelligence Innovation" for its outstanding performance in AI technology research and application [1] - The company plans to continue collaborating with AIIA and industry partners to deepen the exploration of "AI + Public Services," optimizing model capabilities and strengthening AI application scenarios [1]
德生科技亮相湾区AI产业创新生态大会 深化“人工智能+民生服务”探索
Zheng Quan Ri Bao Wang· 2026-01-30 07:10
Group 1 - The second International Artificial Intelligence Industry Scenario Innovation Application Academy Summit and the 2026 Bay Area AI Industry Innovation Ecological Conference were held in the Guangdong-Hong Kong-Macao Greater Bay Area, focusing on AI frontier trends and scenario innovation opportunities [1] - Chen Qu, Deputy General Manager of Desheng Technology, participated in a closed-door forum discussing the integration of production, academia, research, and investment in the application of AI in the healthcare sector [1] - Desheng Technology presented a data architecture model "1+3+N" to address challenges such as data silos in hospitals, aiming to enhance clinical efficiency and promote intelligent management and research innovation [1] Group 2 - Desheng Technology was awarded the title of "Artificial Intelligence Innovation Benchmark Enterprise" for its outstanding performance in AI technology research and industry empowerment [2] - This recognition reflects the industry's acknowledgment of the company's efforts in integrating AI with public services and its commitment to optimizing model capabilities [2] - The company aims to continue collaborating with AIIA and industry partners to deepen the exploration of "Artificial Intelligence + Public Services" and contribute to the construction of an innovative AI industry ecosystem [2]
德生科技:预计2025年净利润为840.00万元至1200.00万元
Zheng Quan Ri Bao Wang· 2026-01-29 14:12
Group 1 - The core viewpoint of the article is that Desheng Technology (002908) has announced a significant decline in its expected net profit for the fiscal year 2025, projecting a range of 8.40 million to 12 million yuan, which represents a decrease of 41.11% to 58.78% compared to the previous year [1] Group 2 - The company expects its net profit attributable to shareholders to be between 8.40 million and 12 million yuan for 2025 [1] - The projected decline in net profit is substantial, indicating potential challenges the company may face in maintaining profitability [1] - The announcement reflects a broader trend of financial performance issues within the industry, which may impact investor sentiment [1]
德生科技:预计2025年度净利润为840万元~1200万元
Sou Hu Cai Jing· 2026-01-29 12:19
(记者 王晓波) 免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 每经AI快讯,德生科技1月29日晚间发布业绩预告,预计2025年归属于上市公司股东的净利润840万元 ~1200万元,同比下降41.11%~58.78%;基本每股收益0.02元~0.028元。业绩变动主要原因是,报告期 内,公司坚定推进战略转型升级,聚焦AI 与社保民生业务深度融合,推进以"人"为服务核心的AI 应 用。目前公司正处于AI 技术赋能业务的加速扩展期,前期在技术研发、产品迭代、市场培育等方面投 入较大,其经济效益尚未充分释放,对公司利润产生一定影响。 每经头条(nbdtoutiao)——水贝黄金平台"杰我睿"兑付危机调查:40倍杠杆对赌,金价越涨平台越 亏!老板自称"还在深圳",投资者:兑付方案本金打两折,无法接受 每日经济新闻 ...
德生科技(002908.SZ)预计2025年归母净利润840万元-1200万元
Ge Long Hui A P P· 2026-01-29 09:45
Core Viewpoint - The company, 德生科技, expects a significant decline in net profit for the fiscal year 2025, projecting a range of 8.40 million to 12 million yuan, which represents a decrease of 41.11% to 58.78% compared to the previous year [1] Financial Performance - The projected basic earnings per share for the company are between 0.0200 yuan and 0.0280 yuan [1] - The anticipated decline in profit is attributed to substantial investments in technology research and development, product iteration, and market cultivation, which have not yet yielded economic benefits [1] Strategic Focus - The company is committed to advancing its strategic transformation by integrating AI with social security and public welfare services, focusing on human-centered AI applications [1] - 2026 is identified as a critical year for deepening the company's AI business layout, with plans to commercialize AI applications across key public service areas such as governance, healthcare, and employment [1] Future Outlook - The company aims to establish a comprehensive AI product matrix to enhance performance growth and improve sustainable development capabilities and resilience against risks [1]
德生科技:2025年全年净利润同比预减41.11%—58.78%
Core Viewpoint - The company, Desheng Technology, anticipates a significant decline in net profit for the year 2025, projecting a decrease of 41.11% to 58.78% compared to the previous year, primarily due to ongoing strategic transformation and heavy investments in AI technology [1] Financial Performance - The expected net profit attributable to shareholders for 2025 is projected to be between 8.40 million and 12.00 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to range from 7.46 million to 11.06 million yuan, reflecting a year-on-year decrease of 26.93% to 50.71% [1] Strategic Focus - The company is committed to advancing its strategic transformation by integrating AI with social security and public welfare services, emphasizing a human-centered approach in AI applications [1] - Currently, the company is in a phase of accelerated expansion of AI-enabled business, with substantial investments made in technology research and development, product iteration, and market cultivation [1]
德生科技(002908) - 2025 Q4 - 年度业绩预告
2026-01-29 09:05
Financial Performance - The company expects a net profit of 8.4 million yuan for 2025, representing a decline of 41.11% to 58.78% compared to the previous year's profit of 20.38 million yuan [3]. - The net profit after deducting non-recurring gains and losses is projected to be 7.46 million yuan, down 26.93% to 50.71% from last year's 15.14 million yuan [3]. - Basic earnings per share are estimated at 0.0200 yuan, a decrease from 0.0477 yuan in the previous year [3]. - The financial data for 2025 will be detailed in the annual report, and investors are advised to be cautious of investment risks [7]. AI and Technology Development - The company is focusing on the deep integration of AI and social security services, with significant investments in technology R&D and product iteration [6]. - 2026 is identified as a critical year for the company's AI business layout, aiming for commercial implementation in key public service areas [6]. - The company aims to enhance its AI product matrix and accelerate results transformation to support future performance growth [6].
德生科技(002908):中标中国邮政储蓄银行股份有限公司新疆维吾尔自治区分行采购项目,中标金额为436.80万元
Xin Lang Cai Jing· 2026-01-28 12:53
Group 1 - The company, Guangdong Desheng Technology Co., Ltd., won a procurement project from the Postal Savings Bank of China, Xinjiang Branch, with a bid amount of 4.368 million yuan [1][2][3] - In 2024, the company's operating revenue is reported to be 658 million yuan, with a revenue growth rate of -21.93% and a net profit attributable to the parent company of 20 million yuan, reflecting a net profit growth rate of -72.13% [2][3] - For the first half of 2025, the company's operating revenue is 249 million yuan, with a revenue growth rate of -14.27% and a net profit attributable to the parent company of 9 million yuan, indicating a net profit growth rate of -36.47% [2][3] Group 2 - The company operates in the information technology industry, focusing on public services and operational platform systems [2][3] - The main product composition for 2024 includes: 71.44% from integrated card and AIoT applications, 25.34% from human resources operation and big data services, and 3.21% from traditional social security cards and reading/writing devices [2][3]