证券日报网讯9月12日晚间，赛意信息（300687）发布公告称，公司与控股及全资子公司均不存在逾期 担保情况，也不存在涉及诉讼的担保和因担保被判决败诉而应承担损失的情况。 ...

关于向全资子公司提供担保事项的进展公告 证券代码：300687 证券简称：赛意信息 公告编号：2025-079 广州赛意信息科技股份有限公司 关于向全资子公司提供担保事项的进展公告 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。 一、担保事项概述 广州赛意信息科技股份有限公司（以下简称"公司"）于 2025 年 8 月 20 日召开第四届董事会第五次会议、第四届监事会第五次会议审议通过了《关于全 资子公司向银行申请并购贷款授信额度并由公司提供担保事项的议案》，公司二 级全资子公司广东赛意置业投资有限公司（以下简称"赛意置业"）已经取得位 于佛山市顺德区大良街道东乐路以北、纵一路以西地块共计 7,815.49 平方米土 地的建设用地使用权，用于建设赛意信息全球研发中心。为保证建设项目的顺利 实施，赛意置业拟向银行申请授信额度不超过 19,120 万元人民币，赛意置业以 其持有的上述建设用地使用权提供抵押担保。同时，公司预计为赛意置业提供连 带责任保证担保额度不超过 20,620 万元人民币，其中，公司为赛意置业提供固 定资产贷款担保额度不超过 19,120 万元 ...

资金流向方面，主力资金净流入592.84万元，特大单买入386.29万元，占比2.63%，卖出628.91万元，占 比4.28%；大单买入3041.71万元，占比20.69%，卖出2206.26万元，占比15.01%。 赛意信息今年以来股价涨46.44%，近5个交易日涨0.84%，近20日跌14.55%，近60日涨2.63%。 9月10日，赛意信息盘中上涨2.04%，截至13:01，报26.55元/股，成交1.47亿元，换手率1.69%，总市值 108.43亿元。 赛意信息所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：ERP概念、华为盘古、 AIAgent（智能体）、MCP概念、华为鲲鹏等。 截至6月30日，赛意信息股东户数3.66万，较上期减少16.95%；人均流通股9037股，较上期增加 22.43%。2025年1月-6月，赛意信息实现营业收入9.02亿元，同比减少15.73%；归母净利润1820.66万 元，同比减少38.72%。 分红方面，赛意信息A股上市后累计派现2.62亿元。近三年，累计派现1.24亿元。 责任编辑：小浪快报 今年以来赛意信息已经3次登上龙虎榜，最近一次登上龙虎 ...

Company Overview - Saiyi Information Technology Co., Ltd. is located in Tianhe District, Guangzhou, Guangdong Province, and was established on January 10, 2005. The company was listed on August 3, 2017. Its main business involves providing enterprise information solutions and services [1][2]. - The revenue composition of the company includes 67.10% from general ERP and 32.90% from intelligent manufacturing and industrial internet [1]. Stock Performance - As of September 5, the stock price of Saiyi Information increased by 2.01%, reaching 26.42 CNY per share, with a trading volume of 2.59 billion CNY and a turnover rate of 3.04%. The total market capitalization is 10.79 billion CNY [1]. - Year-to-date, the stock price has risen by 45.73%, but it has decreased by 10.86% in the last five trading days and by 15.13% in the last 20 days [1]. Financial Performance - For the first half of 2025, Saiyi Information reported a revenue of 902 million CNY, a year-on-year decrease of 15.73%. The net profit attributable to shareholders was 18.21 million CNY, down 38.72% year-on-year [2]. - The company has distributed a total of 262 million CNY in dividends since its A-share listing, with 124 million CNY distributed in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders is 36,600, a decrease of 16.95% from the previous period. The average number of circulating shares per person is 9,037, an increase of 22.43% [2]. - Among the top ten circulating shareholders, Huazhong Small and Medium-sized Growth Mixed Fund (040007) is the tenth largest shareholder with 3.33 million shares, marking its entry into the list. Hong Kong Central Clearing Limited has exited the top ten shareholders [3]. Market Position - Saiyi Information belongs to the Shenwan industry classification of Computer - IT Services II - IT Services III. The company is associated with several concept sectors, including ERP concept, Huawei Pangu, MCP concept, smart logistics, and industrial software [2].

Core Insights - The company reported a decline in revenue and net profit for the first half of 2025, with total revenue at 902 million yuan, down 15.73% year-on-year, and net profit attributable to shareholders at 18.21 million yuan, down 38.72% [1] - The company's performance was significantly impacted by the泛ERP segment, which saw a revenue drop of 19.04% to 528 million yuan [1] - The company has made strides in AI product development, particularly in the PCB industry, securing orders worth 103 million yuan in the first half of 2025, with 60% from泛ERP and 40% from smart manufacturing [2] Financial Performance - For the first half of 2025, the company achieved a gross profit margin of 31.91%, an increase of 1.52 percentage points year-on-year [1] - The breakdown of revenue by business segment shows that the smart manufacturing and industrial internet segment generated 259 million yuan, down 9.30%, with a gross margin of 41.86%, up 1.01 percentage points [1] - The company's operating expenses as a percentage of revenue were 7.76% for sales, 8.26% for management, and 14.58% for R&D, with year-on-year changes of +0.98, +2.58, and -0.04 percentage points respectively [1] Industry Developments - The company has developed an AI model for the PCB industry that significantly reduces the time required for parameter extraction from hours to minutes while maintaining over 95% accuracy [2] - A partnership with Huawei has led to the launch of the iMOM product, which focuses on data-driven production management across key manufacturing sectors [2] - The company aims to leverage its established relationships with the top ten manufacturers in the PCB industry to promote its AI products more widely [2] Investment Outlook - Revenue projections for the company are estimated at 2.461 billion yuan in 2025, 2.731 billion yuan in 2026, and 2.994 billion yuan in 2027, with net profits expected to be 158 million yuan, 250 million yuan, and 331 million yuan respectively [2]

中国经济网北京9月1日讯 赛意信息(300687.SZ)8月29日晚间发布关于共同实际控制人股份减持计划的预披露公 告显示，公司接到控股股东及实际控制人张成康、刘伟超、刘国华、欧阳湘英、曹金乔分别提交的《关于所持赛意 信息股份的减持计划通知》。 截至公告披露日，公司控股股东及实际控制人之一张成康持有公司股份45,917,439股，占公司总股本的11.24%。 张成康计划在2025年9月22日至2025年12月21日期间以集中竞价及大宗交易的方式减持公司股份不超过6,000,000股， 占公司总股本的1.47%。 公司控股股东及实际控制人之一刘伟超持有公司股份25,503,240股，占公司总股本的6.24%。刘伟超计划在2025 年9月22日至2025年12月21日期间以集中竞价及大宗交易的方式减持公司股份不超过1,950,000股，占公司总股本的 0.48%。 公司控股股东及实际控制人之一刘国华持有公司股份15,902,560股，占公司总股本的3.89%。刘国华计划在2025 年9月22日至2025年12月21日期间以集中竞价及大宗交易的方式减持公司股份不超过1,800,000股，占公司总股本的 0.44%。 ...

Core Viewpoint - Saiyi Information (300687.SZ) experienced a significant decline in stock price, dropping over 6% to 27.76 yuan, marking a new low since July 16, approximately one and a half months ago [1] Company Summary - The controlling shareholders and actual controllers of Saiyi Information, including Zhang Chengkang, Liu Weichao, Liu Guohua, Ouyang Xiangying, and Cao Jinqiao, plan to reduce their holdings by a total of no more than 12.25 million shares, which accounts for 3% of the total share capital, through centralized bidding and block trading from September 22, 2025, to December 21, 2025 [1]

证券代码：300687 证券简称：赛意信息 公告编号：2025-078 广州赛意信息科技股份有限公司 本公司控股股东及实际控制人张成康、刘伟超、刘国华、欧阳湘英、曹金乔保 证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 截至本公告披露日，公司控股股东及实际控制人之一张成康先生持有公司股 份 45,917,439 股，占公司总股本的 11.24%。张成康先生计划在 2025 年 9 月 22 日至 2025 年 12 月 21 日期间以集中竞价及大宗交易的方式减持公司股份不超过 公司控股股东及实际控制人之一刘伟超先生持有公司股份 25,503,240 股， 占公司总股本的 6.24%。刘伟超先生计划在 2025 年 9 月 22 日至 2025 年 12 月 21 日期间以集中竞价及大宗交易的方式减持公司股份不超过 1,950,000 股，占公司 总股本的 0.48%。 公司控股股东及实际控制人之一刘国华先生持有公司股份 15,902,560 股， 占公司总股本的 3.89%。刘国华先生计划在 20 ...

公司控股股东及实际控制人之一欧阳湘英女士持有公司股份17,995,580股，占公司总股本的4.41%。欧 阳湘英女士计划在2025年9月22日至2025年12月21日期间以集中竞价及大宗交易的方式减持公司股份不 超过1,500,000股，占公司总股本的0.37%。 公司控股股东及实际控制人之一曹金乔先生持有公司股份11,911,109股，占公司总股本的2.92%。曹金 乔先生计划在2025年9月22日至2025年12月21日期间以集中竞价及大宗交易的方式减持公司股份不超过 1,000,000股，占公司总股本的0.24%。 格隆汇8月29日丨赛意信息(300687.SZ)公布，截至公告披露日，公司控股股东及实际控制人之一张成康 先生持有公司股份45,917,439股，占公司总股本的11.24%。张成康先生计划在2025年9月22日至2025年 12月21日期间以集中竞价及大宗交易的方式减持公司股份不超过6,000,000股，占公司总股本的1.47%。 公司控股股东及实际控制人之一刘伟超先生持有公司股份25,503,240股，占公司总股本的6.24%。刘伟 超先生计划在2025年9月22日至2025年12月21日 ...

Summary of Key Points Core Viewpoint - The major shareholders of the company plan to reduce their holdings significantly between September 22, 2025, and December 21, 2025, which may impact the stock's performance and investor sentiment [1][2]. Group 1: Shareholder Reductions - Zhang Chengkang, a major shareholder, holds 45,917,439 shares (11.24% of total shares) and plans to reduce his holdings by up to 6,000,000 shares (1.47% of total shares) [1]. - Liu Weichao, another major shareholder, holds 25,503,240 shares (6.24% of total shares) and intends to reduce his holdings by up to 1,950,000 shares (0.48% of total shares) [1]. - Liu Guohua, also a major shareholder, holds 15,902,560 shares (3.89% of total shares) and plans to reduce his holdings by up to 1,800,000 shares (0.44% of total shares) [1]. Group 2: Additional Shareholder Reductions - Ouyang Xiangying, a major shareholder, holds 17,995,580 shares (4.41% of total shares) and plans to reduce her holdings by up to 1,500,000 shares (0.37% of total shares) [2]. - Cao Jinqiao, another major shareholder, holds 11,911,109 shares (2.92% of total shares) and intends to reduce his holdings by up to 1,000,000 shares (0.24% of total shares) [2]. - Collectively, the major shareholders plan to reduce their holdings by up to 12,250,000 shares (3.00% of total shares) [2].