"代际进化"面临三大能力跃迁 赛意信息成立于2005年，2017年在深交所上市，是一家聚焦于工业互联网、智能制造、新一代信息技 术、数字化转型等领域的技术与商业模式创新应用，助力企业数智化转型的企业。历经20年发展，赛意 信息已经拥有了覆盖20多家行业、1000多家客户的数字化建设实践与咨询经验。 转自：中国经营网 中经记者 陈佳岚 广州报道 面对经济转型与产业变革，企业仅靠传统要素驱动的增长模式已难以为继，将数据融入战略、嵌入流程 才是构筑新质生产力的核心路径。 "现在企业客户很焦虑，都在思考下一步该做什么。"上市公司赛意信息咨询和数据板块负责人谢仁杰近 日在接受《中国经营报》记者采访时表示，在环境波动与技术迭代的双重压力下，企业正面临从传统增 长模式向新型能力体系迁徙的"代际进化"。 在他看来，数据已成为驱动这一进化的关键生产要素，而精细化管理、敏捷协同、智能运转等能力是新 一代企业的核心特征。 二是，应用为要，以实现业务价值牵引应用建设。"数据来自业务，反哺业务。"谢仁杰主张，结合业务 洞察拆解业务过程，优先从那些能直接带来业务增长、效率提升或体验优化的高价值场景切入，如分解 成本结构实现精准核价、利用 ...

相关企业：曙光信息产业股份有限公司、浪潮电子信息产业股份有限公司、海康威视数字技术股份有限 公司、天融信科技集团股份有限公司、深信服科技股份有限公司、启明星辰信息技术集团股份有限公 司、山石网科通信技术股份有限公司、武汉达梦数据库有限公司、北京人大金仓信息技术股份有限公 司、三一重工股份有限公司、中芯国际集成电路制造有限公司、江苏长电科技股份有限公司、中国船舶 集团有限公司 关键词：高级生产计划与排产系统（APS）、高级生产计划与排产系统（APS）市场规模、高级生产计 划与排产系统（APS）行业现状、高级生产计划与排产系统（APS）发展趋势 一、行业概述 APS（Advanced Planning and Scheduling，高级计划与排程系统）是一套以"有限资源＋多约束"为核 心、用算法驱动决策的软件体系。它把需求预测、物料可用性、产能、人员、工装模具、班次日历、订 单优先级等全部纳入统一模型，通过数学优化或启发式规则，同时回答"何时、在何处、用何资源、以 何顺序"完成生产，并支持实时滚动重排与"what-if"情景模拟。与传统MRP/ERP的"无限产能＋逆推日 期"不同，APS直接输出可执行的工序级甘特 ...

Investment Rating - The report rates the computer industry as "Overweight," indicating that the industry is expected to outperform the overall market [9]. Core Insights - Clawdbot signifies a transition in AI product forms from "scene-level assistants" to "system-level Agent platforms," emphasizing comprehensive execution capabilities across tools and systems [3]. - The evolution of Agents is marked by a clear path from Skills to Claude Excel and Clawdbot, shifting market focus from model parameters to the ability to execute complex tasks and integrate external tools [3]. - Clawdbot's revolutionary aspect lies in its ability to understand high-level user intentions and autonomously break them down into ordered steps, enhancing automation in complex workflows [3]. - The deployment of system-level Agents faces challenges such as high complexity in enterprise deployment, data security concerns, and the need for improved stability and traceability across systems [3]. - The acceleration of Agent deployment does not imply the replacement of traditional software but rather positions Agents as intelligent interaction and automation hubs, enhancing overall efficiency [3]. Summary by Sections AI Application Key Companies Valuation - The report includes a valuation table for key AI application companies, detailing their market capitalization and projected net profits for 2024 to 2027, with notable companies such as Kingsoft Office, Yonyou Network, and Zhongkong Technology [4].

Group 1: Large Model + Code Intelligence Core - iFlyCode by iFLYTEK is the first domestic intelligent programming tool with voice interaction features, supporting code generation, explanation, bug correction, unit test generation, and intelligent Q&A across major programming languages [1][18] - StarRing Technology focuses on AI code generation for big data development, achieving over 90% accuracy in code generation and serving over 200 paying enterprise clients by 2025 [1][19] - Tuya Technology integrates NLP capabilities with AI programming solutions for government and financial sectors, enhancing system development efficiency and reducing maintenance costs [2][20] Group 2: IDE + AI Programming Tools Core - ZTE Information has developed SnapDevelop, an AI-assisted programming tool that increases software development efficiency by 2-3 times and supports multiple programming languages [3][22] - Wanjing Technology targets lightweight development scenarios with AI programming tools, significantly lowering the development barrier for small and medium enterprises [4][23] - CaiXun Co. provides AI programming solutions tailored for the financial sector, enhancing software development efficiency and compliance risk management [5][24] Group 3: Low-Code + AI Programming Integration - Puyuan Information integrates AI programming capabilities into its low-code development platform, improving enterprise application development efficiency by over 40% [7][24] - Jinxianda focuses on the electric power industry, utilizing a proprietary model to enhance development efficiency and customer advantages in AI programming and low-code applications [8][26] - Zhiyuan Interconnect's low-code platform has served over 10,000 enterprise clients, reducing development cycles by over 50% through AI programming capabilities [9][27] Group 4: Industry Solutions + AI Programming - Hengsheng Electronics has developed a low-code platform that integrates AI programming for the financial sector, improving development efficiency by over 60% [11][28] - Saiyi Information focuses on the manufacturing sector, providing AI programming tools that enhance software development efficiency by over 50% [12][29] - Keda Guochuang integrates AI programming into its software development for the electric power and government sectors, reducing development costs by approximately 30% [13][30] Group 5: Enterprise-Level AI Programming Solutions - New Jue Network combines AI programming with intelligent operation and maintenance services, achieving a customer repurchase rate of 83% in 2024 [15][31] - Yonyou Network integrates AI programming into its ERP systems, enhancing development efficiency by over 50% for various enterprise scenarios [16][32]

经济观察网 2026年1月23日，赛意信息(300687)发布2025年度业绩预告，预计2025年净利润亏损7500万 元至1.1亿元。扣除非经常性损益后的净利润亏损9652万元至1.32亿元。 ...

证券日报网讯1月23日，赛意信息（300687）在互动平台回答投资者提问时表示，公司与逗号科技开展 合作，旨在智慧供应链解决方案方向上进行联合研发、市场拓展及行业应用深化等全方位协同，提升公 司在企业级AI的技术连接能力，并加速AI技术在企业管理领域及制造业领域的商业变现进程。 ...

证券日报网讯1月23日，赛意信息（300687）在互动平台回答投资者提问时表示，公司目前暂无属于 AI4s(AIforScience)范畴的独立项目。公司将持续聚焦AI技术与制造业深度融合，以技术创新驱动业务增 长，为投资者创造长期价值。 ...

证券日报网讯1月23日，赛意信息（300687）在互动平台回答投资者提问时表示，公司与华为建立了深 度合作关系，是华为首批"盘古大模型"合作伙伴，双方主要在制造业质检、排产、供应链优化等场景共 同探索盘古大模型的落地应用。 ...

南财智讯1月23日电，赛意信息发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为亏 损7500万元—11000万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为亏损 9652万元—13152万元；本报告期内，公司经营业绩阶段性承压，但整体处于战略升级与高质量发展的 关键过渡期。具体情况及应对举措如下：受市场环境阶段性波动、公司主动推进业务布局优化及人才结 构调整周期等因素影响，本期经营业绩同比有所下降。公司部分对外投资子公司年内经营呈现亏损，为 真实反映资产价值以提升财务健康度，公司对投资子公司实际运营情况及中长期盈利预期评估，基于谨 慎性原则，对相关长期股权投资计提商誉减值准备。为提升财务稳健性，加强风险管控，公司全面梳理 应收款项，强化信用风险管理，并按会计准则计提坏账准备。现金流方面，公司四季度经营性回款成效 显著。全年维度，公司经营性净现金流正向且快速增长，体现主营业务回款质量持续优化的较好态势。 公司将加速推动工业AI等新兴业务的商业化落地，持续优化运营效率，深化精细化管理，全力提升各 板块盈利能力，通过业务升级，战略聚焦与内部提质，为下一阶段的业绩回升和高质量发展 ...

赛意信息公告称，2025年公司预计归属于上市公司股东的净利润亏损7500万元-1.1亿元，上年同期盈利 1.39亿元；扣非后净利润亏损9652万元-1.32亿元，上年同期盈利1.10亿元。业绩下降主因市场波动、业 务布局优化、子公司亏损致计提商誉减值准备和坏账准备。不过，公司四季度经营性回款成效好，全年 经营性净现金流正向且快速增长。公司将推动新兴业务落地，提升盈利能力。 ...