证券日报网讯国投智能（300188）8月28日在互动平台回答投资者提问时表示，公司的"天擎"公共安全 大模型，支持FP8混合精度。 ...

Core Viewpoint - The stock price of Guotou Intelligent has experienced a decline, while the company shows growth in new orders and revenue, indicating potential resilience despite market challenges [1] Group 1: Stock Performance - As of August 26, 2025, Guotou Intelligent's stock price is reported at 17.70 yuan, down 1.39% from the previous trading day [1] - The opening price for the day was 17.85 yuan, with a high of 18.16 yuan and a low of 17.51 yuan [1] - The trading volume reached 406,100 hands, with a total transaction value of 721 million yuan [1] Group 2: Business Operations - Guotou Intelligent's main business includes software development, particularly in blockchain and Huawei-related sectors [1] - The company's semi-annual report for 2025 indicates a 42% year-on-year increase in new signed orders, with total revenue reaching 558 million yuan, reflecting a 1.6% year-on-year growth [1] - On August 26, the management engaged in discussions regarding operational conditions with several institutions, including Huaxia Jiuying and Northeast Securities [1] Group 3: Market Sentiment and Funding - On the same day, the company responded to investor inquiries on an interactive platform, acknowledging its previous inclusion on the "entity list" by the United States, but did not disclose further details regarding computing power [1] - In terms of capital flow, there was a net outflow of 25.12 million yuan from main funds on August 26, with a cumulative net outflow of 394 million yuan over the past five days [1]

国投智能 20250826 摘要 公司订单金额近 7 亿元，同比增长 42%；营收 5.58 亿元，同比增长 1.63%；AI 相关产品收入 1.67 亿元，占总营收 30%，成核心增长点， 新发 24 款产品均搭载 AI 功能。 电子数据取证收入 2.06 亿元，占总营收 37.02%，市占率达 61%；公 共安全大数据营收 2 亿元，占总营收 35.83%，市场占有率跃居首位。 数字政务与企业数字化营收 1.26 亿元，同比增长 86.62%；网络空间 安全营收 0.25 亿元，同比下降，受项目延期影响。 公司通过项目预决算、风险前置评估、提高交付效率和策略性采购等措 施，应对毛利率下降和回款变慢的挑战。 公司在 AI 技术创新领域，与高校及科研院所合作，聚焦大模型、智能装 备等前沿方向，构建产学研用一体化创新生态。 公司预计 2025 年将有约 60 亿元商机，芯片订单同比增长 35%，公安 安全大数据业务上半年翻番，数字化业务同比增长 700%。 国投智能在 AI 安全领域拥有 15%相关专利，参与国家级平台建设，AI 小程序用户数突破 6 万，并积极推进海外市场。 78%。 5. 电子数据取证 ： ...

Financial Performance - New signed orders increased by 42% year-on-year [2] - Revenue reached CNY 558 million, a 1.63% increase year-on-year [2] - Net profit attributable to shareholders was CNY -209 million, a 63.72% decrease year-on-year [2] - Total assets at the end of the reporting period amounted to CNY 5.18 billion [2] Cash Flow and Financial Health - Net cash flow from operating activities was CNY -309 million, a decrease in net outflow by CNY 115 million year-on-year [3] - Cash reserves increased by 3.34% year-on-year, totaling CNY 943 million [3] Revenue Breakdown by Region - East and South China accounted for CNY 302 million, 54.21% of total revenue, up 25.16% year-on-year [3] - Southwest and Northwest regions generated CNY 121 million, 21.76% of total revenue, up 18.77% year-on-year [3] - Northeast and North China regions contributed CNY 109 million, 19.47% of total revenue, down 41.67% year-on-year [3] - Central China and other regions generated CNY 25 million, 4.56% of total revenue, up 34.78% year-on-year [3] Strategic Initiatives - The company implemented an "ALL IN AI" strategy, generating approximately CNY 167 million from AI-related products, accounting for 30% of total revenue [3][6] - Established specialized teams for asset management to reduce bad debts and alleviate performance pressure [4] - Set clear performance targets to ensure growth in new signed orders [5] Research and Development - R&D investment as a percentage of revenue was 23.75%, above industry average [7] - R&D expenditure decreased by 8% year-on-year, focusing on high-potential projects [6] Industry Integration and Collaboration - Focused on integrating AI, security, and new financial technologies to meet national strategic needs [9] - Collaborated with State Power Investment Corporation on business system integration and safety management [10]

Core Viewpoint - The company Guotou Intelligent (300188) has been placed on the "entity list" by the United States, which restricts certain business activities and information disclosure related to its computing capabilities [1] Company Summary - Guotou Intelligent responded to investor inquiries on August 26, indicating that due to being on the U.S. entity list, it cannot publicly disclose information regarding its computing capabilities [1]

公司Q2 经营质量环比改善，Q2 单季度新签订单、收入、净利润、毛利率均实现环比增长。上半年新签 订单同比增长42%，数字政务与企业数字化业务高速增长，AI+战略全面赋能四大业务线，AI 产品收入 达总营收30%。 事件：公司发布2025 年中报，上半年实现营业收入5.58 亿元，YoY+1.63%；实现归母净利润-2.08 亿 元，YoY-63.16%；实现扣非归母净利润-2.19 亿元，YoY+17.83%；实现经营性净现金流-3.09 亿元， YoY+27.31%。Q2 单季度实现营业收入3.42 亿元， YoY-3.43%； 实现归母净利润-0.82 亿元， YoY+12.52%；实现扣非归母净利润-0.91 亿元，YoY+13.88%；实现经营性净现金流-0.51 亿元，YoY- 29.84%。 经营质量环比改善，新签订单金额同比高增42%。公司H1 收入实现平稳增长，其中数字政务与企业数 字化业务实现收入1.26 亿元，同比大幅增长86.62%，作为国投集团数字化建设平台，公司成功落地雅 砻江水电、贵州新能源等多个标杆项目。传统基石业务电子数据取证、公共安全大数据收入分别为2.06 亿元、2.00 ...

证券日报网讯国投智能（300188）8月25日在互动平台回答投资者提问时表示，公司客户主要来自政 府、公检法司及其他大中型企事业单位，受客户预算管理和集中采购制度等因素影响，公司业务呈现明 显的季节性分布，业绩主要集中在下半年尤其是第四季度。仅以公司半年报的业绩表现推测全年业绩情 况不具合理性。有关公司本年度的经营及业绩情况，请以公司届时披露的定期报告或者相关公告为准。 ...

证券日报网讯国投智能8月25日在互动平台回答投资者提问时表示，公司主要服务公检法司等客户，部 分大金额订单的中标及合同信息未公开发布。仅以公开"大订单"的情况推测公司的经营情况不具有合理 性。公司2025年上半年新签订单金额对比去年同期增长42%，业务经营向好。具体情况，敬请关注公司 的定期报告及相关公告。 （文章来源：证券日报） ...

证券日报网讯国投智能（300188）8月25日在互动平台回答投资者提问时表示，公司2025年的人员情况 敬请关注公司的定期报告。公司始终践行珍惜国有资产，杜绝浪费的经营理念。 ...

公共安全大数据板块上半年市场占有率跃居首位。大数据操作系统（QKOS）落地20+省市，融合大模 型与大数据能力，在解决反诈、个人极端等多类社会高度关注的业务领域发挥了重要作用；完成慧视多 模态大模型V2.0的迭代，打造多个公共安全领域场景应用，进一步提升了公共安全治理的智能化水平。 数字政务与企业数字化板块营业收入同比增近90%，其中企业数字化业务增长势头较为强劲。数字政务 方面，应急管理综合平台核心产品覆盖省、市、区三级；持续开展数字技术赋能乡村振兴项目建设；低 空经济领域中标某低空智能巡飞服务平台标杆性项目；在应急、气象、交通等多场景试点应用政务领域 大模型，推动政务智能化。企业数字化方面，承接国投集团36个集团级项目（如数字办公、智慧党建系 统），联合共建120+数字人；聚焦纪检安全、生产安全、网络安全打造产业数字化标杆项目，完善AI 视频分析产品，落地"制度助手"、"AI护工"、"会议助手"等垂直领域大模型。 新网络空间安全板块持续助力提升国家级反诈大数据平台能力建设，发布"防诈哨卫"、"反诈资金分析 工具"等新产品；在全国多地开展反诈公安、金融机构、通信行业多方联动应用体系；推出一系列资源 赋能、A ...