格隆汇10月13日丨国投智能(300188.SZ)在互动平台表示，截至当前，公司基于 "聚焦核心赛道、巩固优 势领域" 的战略考量，暂未布局半导体、芯片领域，在机器人领域，公司目前主要涉及警务机器人，未 来将结合市场需求情况，择机拓展更多应用场景。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司参与起草的人工智能生成内容国家强制标准已正 式实施，且拥有相关国家发明专利30余篇。请问，公司在人工智能安全与标准制定领域的行业话语权如 何？这些专利技术目前的授权使用情况怎样，已带来多少专利许可收入？未来在参与更多国家级标准制 定方面有何布局，以巩固行业领先地位？ 国投智能（300188.SZ）10月13日在投资者互动平台表示，公司参与人工智能安全标准研究相关的国家 重点研发计划项目《高风险领域生成式人工智能系统内容安全检测技术与标准研究》，也是国家人工智 能标准化总体组人工智能治理专题组成员单位、全国信息技术标准化技术委员会人工智能分技术委员会 参与单位。这些是公司的技术实力与行业经验积累的体现，也为公司在人工智能安全与标准制定领域奠 定了良好基础，助力行业规范发展。截至当前，公司相关专利是公司在人工智能安全方向研发投入的成 果产出，专利技术主要应用到自研的产品上，目前未有对外专利许可。未来，公司将持续聚焦人工智能 领域核心技术研发，积极把握国家级标准制定参与机会，进一步巩固技术与行业竞争优势，具体进展请 关注公司的定期报告及相关 ...

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]

证券日报网讯国投智能（300188）9月30日在互动平台回答投资者提问时表示，Qiko平台目前服务的客 户主要涉及公检法司等领域的G端客户；关于智能体开发与服务收费，公司结合客户所在行业特性、业 务需求复杂度及服务周期等因素，通过提供相关解决方案的形式收费；未来，公司将持续推动Qiko平台 向更多高潜力行业场景拓展，进一步增加智能体覆盖维度以强化规模效应。 ...

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]

Group 1: Digital Cooperation and Development - The 2025 China-Africa Internet Development and Cooperation Forum was held in Xiamen, focusing on building a community of shared future in cyberspace and enhancing digital cooperation between China and Africa [2][5] - Fujian Province has leveraged the historical opportunity of China-Africa cooperation, emphasizing digital economy as a key area for collaboration, particularly in internet education and cybersecurity [2] - NetDragon, based in Fuzhou, has established deep partnerships with several African countries since acquiring Promethean in 2015, providing customized educational solutions [2] Group 2: Education Technology Initiatives - NetDragon has supplied thousands of interactive screens in Egypt and has made its Edmodo platform the designated online learning platform for K12 education in the country [2] - In Cameroon, NetDragon signed an agreement to promote the digital transformation of 250 schools, utilizing advanced educational technology [2] Group 3: Cybersecurity Efforts - Guotou Intelligent has focused on Africa's cybersecurity needs since 2014, establishing national-level electronic data forensics laboratories in 15 African countries and conducting training programs [3] - The company has built laboratories and exported equipment to countries like Egypt and Ethiopia, conducting 38 training sessions [3] Group 4: Growth in Trade and Economic Relations - Fujian Province's trade with Africa reached 68.65 billion yuan in the first eight months of the year, marking a 16% year-on-year increase, with Sub-Saharan Africa accounting for 87% of the trade volume [4] - Exports of electromechanical products from Fujian to Africa totaled 15.52 billion yuan, a 17.5% increase, with automotive exports showing significant growth of 280% [4] Group 5: AI and Digital Content Creation - Meitu has seen a 220% increase in monthly active users in Africa compared to the previous year, with creators in countries like Egypt, Kenya, and Morocco utilizing its AI imaging products [4] - The deepening internet cooperation is driving economic growth between Fujian and Africa, enhancing the visibility of African creativity on a global platform [4][5]

Core Viewpoint - Guotou Intelligent (Xiamen) Information Co., Ltd. has shown fluctuations in financing activities and financial performance, indicating potential investment opportunities and risks in the company's stock performance and operational efficiency [1][2][3]. Financing Activities - On September 24, Guotou Intelligent's stock price increased by 2.76%, with a trading volume of 251 million yuan. The financing buy-in amount was 24.29 million yuan, while the financing repayment was 29.26 million yuan, resulting in a net financing outflow of 4.98 million yuan [1]. - As of September 24, the total balance of margin trading for Guotou Intelligent was 610 million yuan, with a financing balance of 608 million yuan, accounting for 4.52% of the circulating market value, which is above the 80th percentile of the past year, indicating a high level of financing [1]. - In terms of securities lending, on September 24, Guotou Intelligent repaid 9,600 shares and sold 300 shares, with a selling amount of 4,698 yuan at the closing price. The remaining securities lending volume was 109,100 shares, with a balance of 1.71 million yuan, which is below the 20th percentile of the past year, indicating a low level of securities lending [1]. Company Overview - Guotou Intelligent was established on September 22, 1999, and listed on March 16, 2011. The company specializes in electronic data forensics products and network information security products, along with services in electronic data identification and internet digital intellectual property protection [2]. - The revenue composition of Guotou Intelligent 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]. - As of September 19, 2025, the number of shareholders was 49,000, a decrease of 0.73%, with an average of 17,447 circulating shares per person, an increase of 0.73% [2]. Financial Performance - For the first half of 2025, Guotou Intelligent reported a revenue of 558 million yuan, a year-on-year increase of 1.63%. However, the net profit attributable to the parent company was -208 million yuan, a year-on-year decrease of 63.16% [2]. - Since its A-share listing, Guotou Intelligent has distributed a total of 554 million yuan in dividends, with 38.68 million yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders of Guotou Intelligent, the Southern CSI 1000 ETF (512100) ranked as the eighth largest shareholder, holding 4.76 million shares, an increase of 903,900 shares compared to the previous period. The Harvest Information Industry Stock Initiation A (017488) ranked as the ninth largest shareholder, holding 3.19 million shares as a new shareholder [3].

（文章来源：证券日报） 证券日报网讯国投智能9月22日在互动平台回答投资者提问时表示，截至2025年9月19日收盘，公司的股 东总户数为49034户。 ...

Group 1 - The company focuses its robot products on law enforcement scenarios, such as intelligent inspection and security duties, primarily serving clients in public security, prosecution, law, and justice [1] - The company plans to expand its robot application scenarios in the future, aligning with market demand and technological advancements [1]