证券代码：300188 证券简称：国投智能 公告编号：2025-64 国投智能（厦门）信息股份有限公司 变更公司名称、住所暨工商变更完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 重要提示： 一、公司名称变更的说明 国投智能（厦门）信息股份有限公司（以下简称公司）于 2025 年 5 月 21 日召开第六届董事会第十次会议、2025 年 6 月 6 日召开 2025 年第一次临时股 东会，审议通过了《关于拟变更公司名称、住所及修订〈公司章程〉等相关 制度的议案》，同意对公司名称、住所进行变更。具体内容详见公司分别于 2025 年 5 月 22 日、2025 年 6 月 6 日披露于巨潮资讯网（www.cninfo.com.cn） 的《关于拟变更公司名称、住所及修订〈公司章程〉等相关制度的议案》 （公告编号：2025-47）及《2025 年第一次临时股东会决议的公告》（公告编 号：2025-52）。 1 / 3 1. 公司中文名称由"国投智能（厦门）信息股份有限公司"变更为"国投 智能信息科技股份有限公司"。 2. 公司英文名称由"SDIC Inte ...

Core Insights - On October 15, Guotou Intelligent's stock rose by 0.80% with a trading volume of 158 million yuan [1] - The company reported a net financing outflow of 3.55 million yuan on the same day, with a total financing and securities balance of 643 million yuan [1] Financing Overview - On October 15, Guotou Intelligent had a financing purchase of 10.54 million yuan, with a current financing balance of 641 million yuan, accounting for 4.91% of its market capitalization [1] - The financing balance is above the 80th percentile of the past year, indicating a high level [1] Securities Lending Overview - On October 15, Guotou Intelligent repaid 200 shares of securities lending and sold 21,800 shares, amounting to 331,100 yuan at the closing price [1] - The remaining securities lending volume is 133,700 shares, with a balance of 2.03 million yuan, also above the 50th percentile of the past year, indicating a relatively high level [1] Company Profile - Guotou Intelligent (Xiamen) Information Co., Ltd. was established on September 22, 1999, and listed on March 16, 2011 [2] - The company specializes in electronic data forensics and network information security products, along with services in electronic data identification and internet digital intellectual property protection [2] - The revenue composition includes electronic data forensics (37.02%), public safety big data (35.83%), digital government and enterprise digitization (22.66%), and new network space security (4.49%) [2] Financial Performance - For the first half of 2025, Guotou Intelligent achieved a revenue of 558 million yuan, a year-on-year increase of 1.63%, while the net profit attributable to shareholders was -208 million yuan, a decrease of 63.16% year-on-year [2] Shareholder Information - As of October 10, 2025, the number of shareholders in Guotou Intelligent increased to 48,700, with an average of 17,559 circulating shares per person, a decrease of 1.44% [2] - The company has distributed a total of 554 million yuan in dividends since its A-share listing, with 38.68 million yuan distributed in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders included Southern CSI 1000 ETF and Harvest Information Industry Fund, with notable increases in holdings [3]

Core Viewpoint - The company, Guotou Intelligent (300188), has stated that there are currently no undisclosed significant matters that require disclosure as of October 15. The company will comply with legal and regulatory requirements for information disclosure if any relevant matters arise in the future [1]. Group 1 - The company confirmed that it has no undisclosed significant matters at this time [1]. - The company emphasized its commitment to timely information disclosure in accordance with laws and regulations if necessary [1].

Core Viewpoint - The company Guotou Intelligent (300188) reported that as of October 10, 2025, the total number of shareholders is 48,721 [1] Summary by Categories - **Company Information** - Guotou Intelligent has a total of 48,721 shareholders as of the specified date [1]

Core Viewpoint - The company, Guotou Intelligent, has not yet entered the semiconductor and chip sectors, focusing instead on its core areas and consolidating its advantages in the market [1] Group 1 - The company is currently involved primarily in the robotics sector, specifically in police robots [1] - Future expansion into more application scenarios will depend on market demand [1]

Group 1 - The company has participated in the drafting of national mandatory standards for artificial intelligence-generated content, which have now been officially implemented [2] - The company holds over 30 national invention patents related to artificial intelligence, indicating its strong technical capabilities and industry experience [2] - The company is involved in key national research projects related to artificial intelligence safety standards and is a member of various standardization committees, which establishes a solid foundation for its influence in the field [2] Group 2 - Currently, the company's patents are primarily applied to its self-developed products, and there have been no external patent licenses granted yet [2] - The company plans to continue focusing on core technology research in the artificial intelligence field and aims to seize opportunities to participate in the formulation of national standards to strengthen its competitive advantage [2]

Core Insights - Digital transformation has become a survival necessity, with global losses from fraud exceeding $1 trillion in 2024, averaging $1.9 million lost every minute [2] - The digital economy now accounts for over 40% of China's GDP, with a data factor market growth rate exceeding 20% annually [2] Company Strategy - Guotou Intelligent is driving its "All in AI" strategy to become a global leader in data intelligence and security services, integrating AI deeply into its product offerings [3][4] - The company operates under a "2+2" business model, focusing on two foundational businesses: electronic data forensics and public safety big data, alongside two innovative businesses: new cybersecurity and digital governance [4] Financial Performance - In the first half of 2025, Guotou Intelligent reported revenues of 558 million yuan, a year-on-year increase of 1.63%, with new orders growing by 42% [4] - AI-related product revenue reached approximately 167 million yuan, accounting for about 30% of total revenue [4] Market Position - Guotou Intelligent is recognized as a national leader in electronic data forensics, holding the largest market share for over a decade [4][6] - The company has constructed over 200 public safety big data platforms, covering more than one-third of China's provinces, solidifying its position in the industry [4] Innovation and Technology - The company has developed its own data operation systems and public safety models, enhancing its technological capabilities and creating a robust technical moat [6][11] - Guotou Intelligent is actively involved in the construction of national-level anti-fraud data platforms and has pioneered in AI safety, particularly in deep forgery detection [6][14] Digital Governance and Enterprise Solutions - The company supports digital governance initiatives, enabling integrated online services and promoting rural revitalization through digital solutions [8] - Guotou Intelligent is extending its public safety big data capabilities to various sectors, including mining, energy, and transportation, to enhance operational efficiency [8] Challenges and Solutions - The company addresses challenges in data management and AI implementation by standardizing its product base, allowing for efficient data alignment and training [14][15] - Guotou Intelligent has introduced tools for deep forgery detection and fraud prevention, enhancing security measures in the digital landscape [15]

Core Insights - Digital transformation has become a survival necessity, with global losses from fraud expected to exceed $1 trillion in 2024, averaging $1.9 million lost every minute [1] - Guotou Intelligent aims to become a global leader in data intelligence and security services, driven by its "All in AI" strategy [1][2] - The company has established a robust technical foundation, utilizing AI and big data to enhance its product offerings and operational efficiency [5][6] Business Structure - Guotou Intelligent operates under a "2+2" business model, focusing on two core businesses: electronic data forensics and public safety big data, alongside two innovative sectors: new cybersecurity and digital governance [2] - The company has maintained the largest market share in electronic data forensics for over a decade and has built over 200 public safety big data platforms across more than one-third of China's provinces [2][3] Financial Performance - In the first half of 2025, Guotou Intelligent reported revenue of 558 million yuan, a year-on-year increase of 1.63%, with new orders growing by 42% [1] - AI-related product revenue accounted for approximately 30% of total revenue, amounting to 167 million yuan [1] Technological Foundation - The company has developed a modular and standardized technical foundation, including MYOS forensics operating system and Tianqing public safety model, allowing for efficient product customization [5] - Guotou Intelligent's approach to data governance and algorithm training enables rapid adaptation to new demands without starting from scratch [5][6] Market Position and Strategy - Guotou Intelligent is positioned as a national leader in cybersecurity and social governance, with a focus on data-driven governance for government, efficiency revolution for enterprises, and safety needs for the public [4] - The company is actively expanding into cryptocurrency security, leveraging its state-owned enterprise background to establish a professional image in financial technology security [3][4] Challenges and Solutions - The industry faces challenges such as data inconsistency and difficulties in AI implementation, which Guotou Intelligent addresses by standardizing its product base and streamlining data processing [7][8] - The company has introduced solutions like the "Huiyan" deep forgery detection workstation and the "Meiya" WeChat mini-program to combat rising security threats [8]

Core Viewpoint - The company is focusing on expanding its Qiko platform services to more high-potential industry scenarios while enhancing the coverage of intelligent agents to strengthen scale effects [1] Group 1: Customer Base - The Qiko platform currently serves G-end customers primarily in the public security, judiciary, and legal sectors [1] Group 2: Service Model - The company charges for intelligent agent development and services based on factors such as industry characteristics, business complexity, and service duration, providing relevant solutions [1] Group 3: Future Plans - The company plans to continue promoting the Qiko platform's expansion into additional high-potential industry scenarios to further increase the coverage of intelligent agents [1]

Core Viewpoint - The company, Guotou Intelligent (300188.SZ), has reported that its subsidiary, Guotou Yunwang, has successfully converted internal digital service demands from Guotou Group into orders amounting to a billion-level figure. The company is also leveraging its group resources to enhance its competitive advantages in providing digital solutions to large external enterprises [1]. Group 1 - The internal digital service demand from Guotou Group has been converted into orders worth a billion-level amount [1] - The company and its subsidiaries are utilizing high-value data and scenarios from four major sectors of Guotou Group: energy, digital/technology, public health, and industrial finance, to develop smarter and safer products and solutions [1] - The company emphasizes its differentiated competitive advantages in the industry through a combination of "Know-how + big data + security" [1] Group 2 - The company has indicated that the revenue growth rate for the digital service segment and other related information will be available in its periodic reports and announcements [1]