（来源：淘金ETF） 教育ETF 1. 金现代 300830 公司专注行业数字化与低代码开发，主营电力、化工等领域信息化解决方案，拥有垂直领域专用大模型 与AI智能取数、AI配料智能体等核心产品，深度服务央企与工业企业数智化转型。在AI应用全面爆发 背景下，公司依托低代码+AI开发优势，可快速对接阿里云、华为云开放工具与大模型能力，大幅缩短 项目交付周期、降低研发成本，AI赋能工业生产、设备管理、质量管控等场景落地加速，订单与交付 效率同步提升，充分受益于全行业AI应用普及与企业数字化需求扩张，成长空间持续打开。公司在电 力信息化领域具备深厚积累，AI技术与行业Know-How深度融合，可快速响应客户智能化升级需求，随 着AI开发成本下降与落地效率提升，其在能源、化工等行业的AI解决方案有望加速复制，进一步巩固 市场地位，打开业绩增长新空间。 2. 赛意信息 300687 公司是国内领先的企业数智化服务商，聚焦智能制造、工业软件与ERP实施，为电子、光伏等行业提供 MES与工业互联网解决方案，自研谷神工业大模型与PCB行业垂直模型，AI解决方案已实现规模化订单 落地。作为华为MetaERP核心合作伙伴，公司深 ...

南方财经记者陈梦璇 广州报道 2月26日，广州市天河区高质量发展大会在南方财经大厦召开。大会主题聚焦"工商并举、两业融合，大区挑大梁"，广州赛意信息股份科技有限 公司董事长兼CEO张成康作为企业代表，接受南方财经记者采访时表示，作为一家深耕天河二十余载的生产性服务业企业，赛意信息将持续 以"工业软件+AI"为核心发展方向，依托自身技术积累与天河区政策支撑，协同生态伙伴，全方位赋能大中小企业数智转型，助力天河打造工业 软件产业名片。 张成康表示，2026年将围绕三大方向迭代核心能力，推动技术与产业场景深度融合。 在分层赋能方面，针对大型企业，赛意信息推出的工业互联网和工业软件平台已广泛应用，可提供覆盖生产、营销、过程管理、供应链等全环节 的一体化服务；针对中小企业，其量身打造的赛意产业数字化创新服务平台SIE IDP，已帮助中小型制造企业实现"订单—生产—交付"的全流程 核心业务管控，同时通过构建产业数字化生态圈，支撑中小企业产业集群式发展，让千行百业的中小制造企业"用得起、用得上"先进技术应用。 "从政策扶持、营商环境优化到新产业领域培育，赛意信息的发展离不开天河区的全方位持续支持。"张成康表示，2026年计 ...

赛意信息董事长兼CEO张成康表示，推广中心已帮助相关企业获得国产工业软件应用补贴，有效缓解了企业在初始投入阶段的成本压力；同时，推广中心 已与华为、中望龙腾等多家核心工业软件厂商完成深度对接，整合多方资源形成合力，共同为企业提供安全可靠的整体解决方案。截至目前，推广中心已 举办近百场参观、考察、交流及对接活动，进一步促进了工业软件厂商与制造业企业的精准对接，加速了国产工业软件的市场化落地，让科技服务的"含 金量"转化为产业发展的"高质量"。 工业软件是科技服务与制造业深度融合的核心纽带。作为扎根广州二十余载的本土企业，赛意信息凭借在工业软件领域的深厚积累及资源优势，依托广州 市工业软件应用推广中心打造综合性公共服务平台，通过政策辅导等帮助企业争取补贴，整合华为、中望龙腾等厂商资源提供整体解决方案，累计举办近 百场对接活动，用科技服务为产业升级铺路搭桥。同时，赛意信息自主研发的"基于善谋GPT的PCB行业大模型"获评广州市"人工智能+"典型案例，以实 用型AI解决方案为企业数智升级提速增效，为产业高质量发展注入强劲动能。 科技服务"含金量"转化为产业发展"高质量" 科技服务作为现代服务业中"追赶先进型"重点板块 ...

关于公司股东质押本公司股份的公告 证券代码：300687 证券简称：赛意信息 公告编号：2026-004 广州赛意信息科技股份有限公司 关于公司股东质押本公司股份的公告 截至公告披露日，上述股东及其一致行动人所持股份质押情况如下： | | | | | | | | 已质押股份情况 | | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 持股数量 | 占公司 | 本次质押前 | 本次质押后 | 占其所 | 占公 司总 | 已质押 股份限 | 占已 | 未质押股 | | 占未 | | 股东名称 | （股） | 总股本 | 质押股份数 | 质押股份数 | 持股份 | 股本 | | 质押 | 份限售和 | | 质押 | | | | 比例 | 量（股） | 量（股） | 比例 | 比例 | 售和冻 | 股份 | 冻结数量 | | 股份 | | | | | | | | | 结数量 （股） | 比例 | （股） | | 比例 | | 张成康 | 41,889,739 | 10.26% | 1 ...

Group 1 - Shareholder Zhang Chengkang has extended the pledge of part of his shares, involving 5 million shares, which accounts for 1.22% of the company's total share capital, with the new pledge expiration date set for January 26, 2027 [2] - Controlling shareholder Liu Weichao's 1.5 million shares have been judicially frozen, representing 0.37% of the company's total share capital, with the freeze expiration date set for January 28, 2027 [3] Group 2 - The company may face long-term impacts on its business development due to the recent policy environment, such as the release of the "Artificial Intelligence + Manufacturing" special action implementation opinions [4]

Group 1 - The core point of the article is that Saiyi Information announced the pledge of shares by its controlling shareholder Zhang Chengkang, which will be extended until January 26, 2027 [1] - Zhang Chengkang pledged 4,500,000 shares, representing 10.74% of his total holdings and 1.10% of the company's total share capital [1] - The pledge is secured by Guotai Junan Securities Co., Ltd. as the pledgee [1]

关于公司股东部分股份质押展期的公告 证券代码：300687 证券简称：赛意信息 公告编号：2026-003 广州赛意信息科技股份有限公司 关于公司股东部分股份质押展期的公告 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。 广州赛意信息科技股份有限公司（以下简称"公司"或"本公司"）近日接 到股东张成康先生函告，获悉其部分股份质押展期，具体事项如下： | | 本次质押展 期的股份数 | 占其所 持股份 | 占公司 总股本 | 是否为 | 是否为 补充质 | 质押起始 | 原质押 | 展期后 质押到 | 质权人 | 质押 | 是否为控股股东或 第一大股东及其一 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | | | | 限售股 | | 日 | 到期日 | | | 用途 | | | | 量（股） | 比例 | 比例 | | 押 | | | 期日 | | | 致行动人 公司股东张成康、刘 | | 张成康 | 4,500,000 | 10.74% | ...

关于公司股东部分股份被冻结的公告 证券代码：300687 证券简称：赛意信息 公告编号：2026-002 广州赛意信息科技股份有限公司 关于公司股东部分股份被冻结的公告 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。 截至公告披露日，上述股东及其一致行动人所持股份累计被冻结的情况如 | 下： | | --- | | 股东名称 | 持股数量（股） | 占公司总 | 累计被冻结股 | 累计被标记股 | 合计占其所 | 合计占公司 | | --- | --- | --- | --- | --- | --- | --- | | | | 股本比例 | 份数量（股） | 份数量（股） | 持股份比例 | 总股本比例 | | 张成康 | 41,889,739 | 10.26% | 0 | 0 | 0.00% | 0.00% | | 刘伟超 | 23,794,140 | 5.83% | 1,500,000 | 0 | 6.30% | 0.37% | | 刘国华 | 14,102,560 | 3.45% | 0 | 0 | 0.00% | 0.00% | | 欧阳湘英 | 16 ...

Core Viewpoint - Companies are facing a transition from traditional growth models to new capability systems, with data becoming a key production factor in this evolution [1][3]. Group 1: Industry Context - The current economic environment is characterized by a shift from incremental expansion to stock competition, with rising costs and compressed profit margins posing challenges for enterprises [3]. - Companies are experiencing a "generational evolution" as they seek to adapt to external pressures and rapid industry adjustments [1][3]. - The demand for refined management is increasing as traditional growth models become unsustainable, pushing companies to find new survival paths [3]. Group 2: Company Insights - Saiyi Information, established in 2005 and listed in 2017, focuses on industrial internet, smart manufacturing, and digital transformation, boasting over 1,000 clients across more than 20 industries [2]. - The company emphasizes the importance of data in driving enterprise evolution and highlights the need for agile collaboration and precise management capabilities [1][4]. Group 3: Data as a Core Asset - Data is recognized as a critical asset that must be managed throughout its lifecycle, ensuring accuracy, completeness, and compliance [7]. - High-quality data is essential for effective cost control, supply chain collaboration, and intelligent upgrades [5][7]. - The activation of data value should be a top priority for companies, transforming it into a strategic advantage in the competitive landscape [5]. Group 4: Strategies for Data Activation - A four-step strategy is proposed for systematically activating data productivity: planning, application, quality, and platform [6]. - Companies should begin with clear planning to align data strategies with business objectives, focusing on high-value scenarios that drive business growth [6][7]. - Ensuring data quality is fundamental, as it serves as a reliable asset for decision-making and operational efficiency [7]. - Establishing a robust data platform is crucial for creating a digital loop that transforms data into actionable insights [7].

Core Insights - The Advanced Planning and Scheduling (APS) industry in China is experiencing robust growth, integrating AI, industrial internet, and digital twin technologies to drive intelligent scheduling and real-time optimization, becoming a key driver for the smart upgrade of manufacturing [1][6] - The market size of the APS industry in China is projected to reach approximately 2.511 billion yuan in 2024, representing a year-on-year growth of 23.45% [1][6] Industry Overview - APS is a software system driven by algorithms, focusing on "limited resources + multiple constraints," integrating demand forecasting, material availability, capacity, personnel, tooling, shift calendars, and order priorities into a unified model [2] - Unlike traditional MRP/ERP systems, APS outputs executable process-level Gantt charts, achieving overall optimization across multiple objectives such as delivery time, changeover, inventory, and cost [2] Market Size - The APS industry in China is projected to grow significantly, with a market size of approximately 2.511 billion yuan in 2024, reflecting a 23.45% increase compared to the previous year [1][6] Key Companies - Major players in the APS industry include Dingjie Zhizhi, Saiyi Information, Baoxin Software, and Hand Information, each leveraging unique strategies and technologies to cater to the evolving market demands [2][7][8][10] - Dingjie Zhizhi reported a revenue of 1.614 billion yuan for the first three quarters of 2025, with a year-on-year growth of 2.63% [8] - Saiyi Information's revenue for the same period was 1.501 billion yuan, showing a decline of 11.96% year-on-year [10] Industry Development Trends 1. The deep integration of AI and industrial large models will become the core driving force for technological innovation in the industry, transforming AI from an auxiliary function to the decision-making center of APS [11] 2. The market is rapidly evolving from "production scheduling" to "integrated supply chain planning," with a focus on providing comprehensive solutions that cover demand forecasting and multi-factory network optimization [12] 3. Cloud-based and ecological deployment will become mainstream, promoting the adoption of APS among small and medium-sized enterprises and reshaping business models towards subscription services and ecosystem collaboration [13]