中科信息（300678.SZ）公司动态报告 AI 应用的"国家队"：麻醉机器人与基建机器人打开新空间 2025 年 08 月 09 日 ➢ 国内领先的人工智能的行业信息化整体解决方案提供商。公司作为国内领先 的基于人工智能的行业信息化整体解决方案提供商，以高速机器视觉、大数据为 核心技术，在智慧政务、智能制造、智慧城市、智慧健康领域，面向政府、烟草、 油气、医疗、特种印刷等行业提供信息化整体解决方案、智能化工程和相关产品 与服务。公司以高速机器视觉和大数据为核心技术，服务智慧政务等多个领域， 是多个行业协会和联盟重要成员，与华为等头部企业战略合作；科研团队由张景 中院士领衔，在多个领域技术国际先进，承担多项国家重点项目，获 200 余项科 技奖励；国企背景强劲，主要股东为中科院控股等，核心竞争力体现在"行业专 家"品牌、自主研发实力、生态协作能力、院士领衔人才队伍及全国性优质客户 资源和渠道网络。 ➢ 多领域布局，保证技术领先，AI 赋能下，公司有望持续受益。2018-2023 年中科信息营收逐年增长，2023 年达 5.91 亿元，复合增速 11.43%，2024 年 因客户招标延期和行业需求放缓回落至 5 ...

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证券代码：300678 证券简称：中科信息 中科院成都信息技术股份有限公司 智能制造：面向烟草、印钞、油气、玻璃、新能源等行业， 提供数智化产品与解决方案。公司能够为烟草农-工-商全产业 链提供数字化解决方案，包括烟草种植，烟叶收购、卷烟生产 到仓储、物流、销售管理的智能化产品。近期，5G+智能制造 建设、数字化工厂建设、车间智能化算法研发等项目持续推广； 生产线智能检测设备、烟标在线监测系统业务拓展顺利；应用 于烟草的"AI 检测技术+"还成功复制推广到食品行业。公司 也是全球唯一一家能为钞票印制全生命周期提供检测技术与 设备的供应商，联营公司中钞科信主要承担人民币印制发行保 障任务。公司是中石油、中石化数字油田建设的重要合作伙伴， 我们正大力开展基于大数据、大模型技术的综合管理和调度指 挥平台技术研发，智能化应急抢险平台、智能视频分析平台等 新产品已开始推广应用。 智慧城市：公司运用人工智能和大数据技术为政府提供经 济大脑平台（经济运行智慧调度、经济运行监测分析）、产业 大脑平台（产业链图谱分析、产业链招商）、智慧统计大数据 平台（统计大数据、统计数据管理与挖掘分析）、城市大脑（人 员流动管控、安全应急） ...

中科信息 20250801 摘要 中科信息深耕烟草行业近 40 年，服务全国 13 家中烟企业，2023 年订 单量排名第一，是国内领先的烟草行业信息化提供商，为烟草生产的智 能化改造提供有力支持。 中科信息在钞票质量检测领域拥有核心技术，其机器视觉技术能在 0.2 秒内对大张钞票进行 28 个防伪点检测，已垄断全国印钞厂及相关纸厂、 油墨质量检测业务，技术实力领先。 中科信息与华西医院合作，构建了包含近万例手术数据的电子麻醉数据 库，研发了基于强化学习的麻醉用药模型和人工智能麻醉机器人，有望 显著提升麻醉效率和安全性，缓解麻醉医生短缺问题。 中科信息与华西医院肿瘤中心合作开发人工智能放疗机器人，通过 AI 优 化剂量分布和治疗方案，缩短放疗周期至一周或几天，预计 2025 年推 出初步产品，有效提升放疗效率和疗效。 中科信息积极布局医疗信息化，包括物联网设备接入和县域智慧健康平 台建设，致力于构建完整的智慧健康生态体系，为人工智能和数字化转 型奠定基础。 Q&A 中科信息在智慧医疗领域的核心产品有哪些？ 中科信息在智慧医疗领域有两款核心产品：人工智能麻醉机器人和人工智能放 疗机器人。人工智能麻醉机器人主要解 ...

Group 1 - A-shares experienced fluctuations and climbed after opening, with the gaming sector showing significant movement, particularly the software ETF Huaxia (159256), whose holding stock Shen Zhou Tai Yue rose over 8% [1] - The State Council's executive meeting approved the "Artificial Intelligence +" action plan, emphasizing the promotion of AI's large-scale and commercial application across various sectors, aiming to integrate AI with manufacturing, education, healthcare, and transportation [1] - Zhonghang Securities' report highlighted that the policy establishes a clear development line for "AI+", combined with breakthroughs in general large model technology, indicating that the AI industry is entering a value release window, with 2025 expected to be the "year of AI application landing" [1] Group 2 - The Huaxia software ETF (159256) tracks the entrepreneurial software index (399264), focusing on 50 quality AI software stocks in the entrepreneurial board, with a high concentration in software development and IT services, accounting for 70% of the industry [2] - Key weighted stocks in the index include well-known software companies such as Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Technology [2]

截至8月1日收盘，烟草概念上涨1.53%，位居概念板块涨幅第8，板块内，32股上涨，凯恩股份涨停， 慧辰股份、香溢融通、启明星辰等涨幅居前，分别上涨8.32%、6.01%、4.45%。跌幅居前的有远望谷、 亚香股份、长荣股份等，分别下跌4.24%、2.35%、2.11%。 今日涨跌幅居前的概念板块 | 600356 | 恒丰纸 | 1.02 | 1.51 | -363.42 | -9.07 | | --- | --- | --- | --- | --- | --- | | | 业 | | | | | | 603687 | 大胜达 | 1.20 | 1.66 | -369.59 | -5.36 | | 600235 | 民丰特 | 1.72 | 2.48 | -371.07 | -6.57 | | | 纸 | | | | | | 000812 | 陕西金 叶 | 0.00 | 2.52 | -403.33 | -4.32 | | 002161 | 远望谷 | -4.24 | 8.44 | -439.94 | -0.91 | | 301220 | 亚香股 | -2.35 | 6.15 | -576.72 | -3 ...

Group 1 - The Beijing Future Science City Management Committee has developed a draft implementation plan for the "Artificial Intelligence + Pharmaceutical Health" industry in Changping District, focusing on brain-computer interface (BCI) innovation [1] - The plan emphasizes the development and application of BCI products, supporting research in key areas such as neural signal acquisition, decoding, control, and feedback [1] - The document encourages medical and health institutions in the region to adopt BCI products for clinical applications in treating neurological and mental disorders, as well as in smart rehabilitation and health monitoring [1] Group 2 - Open Source Securities highlights the significant potential of the downstream application market for brain-computer interfaces, which connect the brain with external devices for information exchange [2] - The BCI technology is expected to accelerate its implementation due to favorable policies and technological advancements, benefiting companies such as Rock Mountain Technology, Zhongke Information, and others [2] - The applications of BCI span across medical fields for disease warning, diagnosis, treatment, and functional enhancement, as well as in consumer and industrial sectors [2]

Investment Rating - The report maintains a "Recommendation" rating for the industry [5] Core Insights - The ongoing technological competition among major countries necessitates the localization of AI computing power in China. Although H20 has been approved for sale, long-term localization remains a priority. The development of the chip and underlying software ecosystem will be crucial for the domestic AI industry. The new round of global AI "arms race" has begun, with the release of significant models and products like ChatGPT Agent and Kimi K2 expected to significantly boost domestic computing power demand. The long-term development prospects for domestic computing power are optimistic [3][36]. Summary by Sections Market Review - During the week of July 14-18, the CSI 300 Index rose by 1.09%, the SME Index increased by 2.26%, and the ChiNext Index grew by 3.17%. The computer sector (CITIC) saw a 2.32% increase. The top five gainers in the sector were Xiling Information, Chunz中科技, Information Development, Dingjie Smart, and Tuoer Si. The top five decliners were Dazhi Hui, Jinzheng Shares, Jingbeifang, Xinyada, and Changliang Technology [1][44]. Industry News - The Ministry of Industry and Information Technology (MIIT) is promoting the synergy between industrial internet and artificial intelligence, accelerating the development of 6G technology [38]. OpenAI has released ChatGPT Agent, which can think independently and select tools to complete complex tasks [39]. The MIIT will also organize the "Artificial Intelligence + Software" initiative to accelerate the software intelligence process [40]. Company Dynamics - Capital Online's shareholder Zhao Yongzhi reduced his stake by 5,200,000 shares, accounting for 1.036% of the total share capital. Guanglian Da repurchased 8,732,100 shares, approximately 0.53% of its total share capital, with a total transaction amount of 121,956,165.8 yuan [2][42]. Investment Suggestions - The report suggests focusing on domestic AI computing power, particularly in the following areas: 1. Chip design: Key players include Cambrian and Haiguang Information 2. Advanced wafer manufacturing: Focus on leading companies like SMIC 3. Domestic AI computing liquid cooling: Companies like Highlan and Yingweike 4. Domestic AI servers: Notable companies include Inspur, Softcom, China Great Wall, Shenzhou Data, Huibo Yuntong, Tuo Wei Information, Zhongke Shuguang, ZTE, Fenghuo Communication, Unisplendour, Industrial Fulian, and Gaoxin Development [3][36].

Group 1 - The core theme of the conference was "AI Empowering Traditional Construction: Engineering Robots Open a New Era of Unmanned Operations" presented by the executives of the company [1] - The company has made significant breakthroughs in digital transformation within the traditional construction sector, focusing on high-speed machine vision and intelligent analysis technology [1] - The company has developed unmanned operation solutions, AI loading robots, and AI paving robots, which have garnered attention in the industry [1] Group 2 - The company was awarded the CFS "2025 Outstanding Innovative Solution Award," reflecting recognition of its past achievements and future expectations [2] - The company aims to leverage its technological advantages and comprehensive strength in the machine vision industry chain to promote the implementation of "AI+" applications for high-quality development [2] - The event highlighted the company's commitment to advancing digital transformation and innovation in various sectors, including government, tobacco, oil and gas, and healthcare [1][4]

特别提示： 证券代码：300678 证券简称：中科信息 公告编号：2025-062 中科院成都信息技术股份有限公司 2025 年第二次临时股东会决议公告 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。 1.本次股东会未出现否决议案的情形。 2.本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间： 现场会议：2025 年 7 月 17 日（星期四）下午 14:30； 网络投票：2025 年 7 月 17 日，其中：通过深圳证券交易所交易系 统进行网络投票的具体时间为 2025 年 7 月 17 日上午 9:15-9:25 和 9:30-11:30，下午 13:00-15:00；通过深圳证券交易所互联网投票系统 进行网络投票的具体时间为 2025 年 7 月 17 日上午 9:15 至下午 15:00 期间的任意时间。 2.现场会议地址：四川省天府新区兴隆街道科智路 1369 号公司南 楼 7 楼 A718 会议室 3.会议方式：现场投票与网络投票相结合的方式 4.会议召集人：公司董事会 5.会议主持人：董事 ...