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]

证券日报网讯国投智能（300188）10月15日在互动平台回答投资者提问时表示，截至目前，公司暂无应 披露而未披露的重大事项。后续若相关事项达到信息披露标准，公司将严格按照法律、法规及有关规定 的要求，及时履行信息披露义务。 ...

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]

（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]

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]

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]