彩讯自创立以来一直专注于企业数字化转型赛道，业务覆盖电信，能源，金融，交通等国家重点行业领 域。在安全合规稳健经营前提下公司业绩持续稳步增长，自2021年以来，公司营业收入及扣非归母净利 润已基本实现翻倍增长。2021年-2024年营业总收入从8.87亿增长至16.52亿，扣非归母净利润由1.30亿 12 月 8 日至 9 日，由《证券时报》主办的第十九届中国上市公司价值评选颁奖典礼暨价值论坛在宜宾 圆满举办。彩讯股份(300634)获评"2025 中国上市公司成长百强"。作为国内具有影响力的上市公司价值 评价体系之一，该评选面向全A股五千余家上市公司开展，并以企业成长质量、经营稳健性与中长期发 展潜力等多维表现为重要评价依据。"成长百强"关注企业在复杂环境中体现的内生增长能力，及其可持 续、稳健、有质量的长期发展潜力。此次入选，体现了资本市场对公司高质量发展及成长潜力的认可。 坚持高质量发展，持续做资本市场"三好学生" 开放协作，携手生态共创共建共成长 彩讯股份与华为合作多年，作为较早参与鸿蒙生态的合作伙伴，彩讯沉淀出一套可复制的鸿蒙原生化方 法论。双方合作在鸿蒙生态、企业级AI应用及协同办公等领域持续深化 ...

（文章来源：证券日报） 证券日报网讯 12月8日，彩讯股份在互动平台回答投资者提问时表示，公司已建立完整的AI全栈服务体 系。 ...

彩讯股份董事、高级副总裁杨安培在圆桌对话环节指出，当前企业拥抱AI的热情高涨，但普遍面临从 战略到落地的系统性挑战，其核心并非技术泡沫，而是应用尚未深入核心生产环节。 在企业AI场景落地过程中，杨安培指出当前存在多方面难题，制约着AI向产业深水区渗透。 首先是战略规划缺失，基础架构薄弱。多数企业虽积极拥抱AI，但缺乏系统的AI战略规划：一方面未 明确核心AI化转型场景及对应的价值回归模型，脱离商业本质的技术应用难以长久；另一方面缺少企 业级AI总体实施与架构规划，AI与传统IT系统的融合衔接均存在短板。 其次是数据与服务治理双重难题。AI落地的核心逻辑是"理解意图—规划意图—执行意图"，这三步的落 地离不开数据与服务的双重支撑。在数据治理层面，企业需明确"为何治理、治理何种数据、如何治理 数据"，这一过程仍是普遍瓶颈；在服务治理层面，大型企业IT系统存在成千上万的接口与服务，AI模 型需精准匹配意图与接口，这一难题导致AI应用难以深入生产核心，仅停留在办公等泛化场景。 12月5日，由南方财经全媒体集团指导，21世纪经济报道和渣打银行联合主办，由广东省机器人协会支 持的"粤港澳大湾区新经济发展论坛暨21世纪科技 ...

Core Viewpoint - CaiXun Co., Ltd. has shown a steady performance in the stock market with a year-to-date price increase of 27.21% and a recent market capitalization of 12.422 billion yuan [1][2]. Financial Performance - For the period from January to September 2025, CaiXun achieved a revenue of 1.341 billion yuan, reflecting a year-on-year growth of 10.81%, while the net profit attributable to shareholders was 196 million yuan, with a slight increase of 0.61% [2]. Stock Market Activity - As of December 1, CaiXun's stock price was 27.53 yuan per share, with a trading volume of 261 million yuan and a turnover rate of 2.22% [1]. - The stock has experienced a net inflow of main funds amounting to 1.2951 million yuan, with significant buying and selling activities recorded [1]. Shareholder Information - As of November 20, the number of shareholders for CaiXun was 44,700, a decrease of 0.68% from the previous period, with an average of 9,722 circulating shares per shareholder, which increased by 0.68% [2][3]. - The company has distributed a total of 320 million yuan in dividends since its A-share listing, with 211 million yuan distributed over the past three years [3]. Company Overview - CaiXun Co., Ltd. is based in Shenzhen, Guangdong Province, and specializes in industrial internet technology and services, focusing on enterprise information technology [1]. - The company's revenue composition includes 61.25% from technical services, 17.77% from software product development and sales, 16.86% from system integration, and 3.56% from other supplementary services [1].

Core Insights - The core value of RichM@il lies in its role as a long-term information carrier, evolving beyond a simple messaging tool to become a personal knowledge repository in the AI era [1][2] - The integration of RichM@il with the HarmonyOS ecosystem is expected to unlock significant development potential, creating a competitive barrier through a combination of personalized knowledge management, full-scene collaboration, and ecosystem interconnectivity [2] Company Developments - RichM@il supports high concurrency access and stable operation for over 1 billion users, with 139 Mail achieving 250 million monthly active users [1] - The upcoming features of RichM@il include natural language interaction capabilities for email operations and a smart knowledge base for structured information retrieval [2] Future Outlook - The company plans to deepen the innovation of RichM@il in smart office scenarios while advancing the HarmonyOS integration across various product lines, including smart channels, cloud and big data, and intelligent office solutions [2]

Core Insights - The article discusses the strategic partnership between CaiXun Co., Ltd. and Huawei, focusing on the integration of CaiXun's RichM@il product within the HarmonyOS ecosystem, emphasizing its role in enterprise-level AI applications and collaborative office solutions [1][2][3]. Group 1: Partnership and Product Development - CaiXun has collaborated with Huawei for many years, focusing on the Harmony ecosystem, enterprise AI applications, and collaborative office solutions. The RichM@il email product has received Huawei's technical certifications and is deeply adapted to the Harmony system [2][3]. - RichM@il is positioned as the first key product for CaiXun's entry into the Harmony ecosystem, chosen for its attributes and future potential. It serves as a crucial communication tool in the business world, facilitating cross-system and cross-organization interactions [2][3]. Group 2: Strategic Importance of HarmonyOS - CaiXun's deep involvement in the Harmony ecosystem is seen as essential for ensuring customer data security and aligning with national strategies. The distributed architecture and AI capabilities of HarmonyOS align well with CaiXun's technological pathways for enterprise transformation [3][4]. - The expanding multi-device ecosystem of HarmonyOS presents new opportunities for digital transformation in enterprises, offering a consistent experience across various devices [3][4]. Group 3: Future of Intelligent Office Solutions - The shift towards knowledge-driven intelligent office systems is highlighted, where information will proactively flow based on semantic understanding and contextual judgment, enhancing user experience [4][5]. - RichM@il is evolving from a traditional email tool to a "knowledge asset entry," supporting both individual workflows and enterprise-level intelligent systems [4][5]. Group 4: AI Integration and Service Enhancement - CaiXun is enhancing the synergy between email, enterprise knowledge bases, and intelligent assistants, allowing users to interact with RichM@il through natural language or voice commands via Huawei's voice assistant [5][6]. - The company is building a comprehensive AI service capability, with Rich AICloud and Rich AIBox platforms facilitating the integration of AI capabilities into business processes [5][6]. Group 5: Industry Digital Transformation - CaiXun has over 20 years of experience in the domestic B2B sector, understanding complex organizational structures and business processes. The company aims to create a controllable and governable intelligent system that integrates deeply with business processes [7][8]. - The company is committed to advancing AI applications across various industries, contributing to the modernization of the industrial system and promoting the development of the Harmony ecosystem [7][8].

Core Insights - The core viewpoint of the articles emphasizes the strategic positioning of CaiXun Co., Ltd. within the Hongmeng ecosystem, highlighting its commitment to long-termism and commercial logic in developing its RichM@il product as a key offering in the office sector [2][3]. Group 1: Strategic Positioning - CaiXun's participation in the Hongmeng ecosystem is seen as a necessary choice to ensure data security for clients and align with national strategies [2]. - The distributed architecture and AI capabilities of Hongmeng align well with CaiXun's technological pathways for enterprise digital transformation [2]. - The expanding multi-terminal ecosystem of Hongmeng presents new opportunities for digital scene reconstruction across various devices [2]. Group 2: Product Development - RichM@il was chosen as the initial product for the Hongmeng ecosystem due to its universal applicability in business communication and its strong foundation in security and compatibility with domestic standards [3]. - The integration of Rich AIBox's AI capabilities with Hongmeng aims to enhance the office experience by transitioning from application-driven to knowledge-driven systems [3][4]. - RichM@il is evolving from a mere email tool to a "knowledge asset entry point," facilitating seamless collaboration and information activation across devices [4]. Group 3: AI Capabilities - CaiXun has developed a comprehensive AI service capability, including Rich AICloud and Rich AIBox, to support high-performance and cost-effective intelligent computing centers [5]. - The company is focused on integrating AI capabilities into business processes, ensuring that AI is not isolated but rather embedded within organizational workflows [5]. Group 4: Industry Impact - CaiXun has established a replicable methodology for native Hongmeng adaptation, gaining valuable experience in key areas such as permission models and interface reconstruction [6]. - The company aims to provide end-to-end Hongmeng capabilities to various industries, facilitating the native implementation of software solutions [7]. - With over 20 years of experience in the domestic B2B sector, CaiXun understands complex organizational structures and aims to create intelligent systems that enhance business precision [7].

Core Viewpoint - 彩讯股份 (300634) reported that as of November 20, 2025, the total number of registered shareholders is 44,697 [1] Company Summary - The company has engaged with investors through an interactive platform to provide updates on shareholder statistics [1]

Market Overview - The Shanghai Composite Index rose by 0.87% on November 25, with 29 out of the 31 sectors experiencing gains, led by the communication and media sectors, which increased by 3.54% and 2.85% respectively [2] - The computer sector also saw an increase of 1.10% [2] Capital Flow - The net inflow of capital in the two markets was 13.215 billion yuan, with 19 sectors receiving net inflows [2] - The electronics sector had the highest net inflow of 5 billion yuan, followed closely by the communication sector with a net inflow of 4.881 billion yuan [2] Computer Sector Performance - In the computer sector, 336 stocks were tracked, with 273 stocks rising and 53 stocks declining [3] - The top three stocks with the highest net inflow were Rongji Software (4.25 billion yuan), South Network Digital (4.06 billion yuan), and Dahua Intelligent (1.90 billion yuan) [3] - The sector experienced a net outflow of 3.072 billion yuan, with the largest outflows from Zhongke Shuguang (7.75 billion yuan), Sanliu Ling (4.34 billion yuan), and Nanwei Software (2.04 billion yuan) [3][5] Top Gainers in Computer Sector - The top gainers in the computer sector included: - Rongji Software: +10.03%, turnover rate 47.81%, net inflow 425.13 million yuan - South Network Digital: +19.99%, turnover rate 55.02%, net inflow 406.37 million yuan - Dahua Intelligent: +10.02%, turnover rate 12.05%, net inflow 190.23 million yuan [4] Top Losers in Computer Sector - The top losers in the computer sector included: - Zhongke Shuguang: -0.44%, turnover rate 2.69%, net outflow -775.37 million yuan - Sanliu Ling: +1.15%, turnover rate 7.60%, net outflow -433.98 million yuan - Nanwei Software: -2.29%, turnover rate 22.81%, net outflow -204.03 million yuan [5]

Core Viewpoint - The article discusses the performance of the Zhongzheng 1000 ETF Enhanced (561280), highlighting its recent market movements and key holdings [1]. Group 1: Fund Performance - The Zhongzheng 1000 ETF Enhanced (561280) opened with a gain of 0.56%, priced at 1.443 yuan [1]. - Since its establishment on August 31, 2023, the fund has achieved a return of 42.77%, while its return over the past month has been -4.93% [1]. Group 2: Key Holdings - Major stocks in the fund include: - Boqian New Materials, up 0.68% - Haoyuan Pharmaceutical, up 0.88% - Yingjixin, up 1.01% - Caixun Co., up 0.51% - Jinma Amusement, up 1.22% - Panjiang Co., up 0.42% - Jindawei, up 1.02% - Yiyuan Communication, up 0.69% - Minxin Co., up 0.50% - Nami Technology, up 0.48% [1].