天眼查商业履历信息显示，广州赛意信息科技股份有限公司，成立于2005年，位于广州市，是一家以从 事研究和试验发展为主的企业。企业注册资本41018.3049万人民币，实缴资本13922.0328万人民币。公 司法定代表人为张成康。 通过天眼查大数据分析，广州赛意信息科技股份有限公司共对外投资了28家企业，参与招投标项目661 次，知识产权方面有商标信息52条，专利信息65条，此外企业还拥有行政许可25个。 来源：金融界 金融界消息 截至2025年7月29日收盘，赛意信息（300687）报收于30.42元，上涨1.91%，换手率 5.37%，成交量17.75万手，成交金额5.33亿元。 资金流向方面，今日主力资金净流出1392.56万元，占比成交额2.61%。其中，超大单净流出1472.90万 元、占成交额2.76%，大单净流入80.34万元、占成交额0.15%，中单净流出流出241.95万元、占成交额 0.45%，小单净流入1634.52万元、占成交额3.07%。 赛意信息最新一期业绩显示，截至2025一季报，公司营业总收入4.90亿元、同比减少9.37%，归属净利 润2452.03万元，同比增长20.29% ...

证券代码：300687 证券简称：赛意信息 公告编号：2025-064 广州赛意信息科技股份有限公司 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、回购公司股份的实施情况 方式回购公司股份，并在巨潮资讯网（www.cninfo.com.cn）披露了《关于首次回 购公司股份的公告》（公告编号：2024-090）。 资讯网（www.cninfo.com.cn）披露截至上月末的公司回购进展情况。 方式累计回购公司股份 2,964,350 股，占公司总股本的 0.72%，最高成交价格为 交易费用）。至此，公司本次回购股份计划已实施完毕。本次回购股份符合公司 回购股份方案及相关法律法规的要求。 广州赛意信息科技股份有限公司（以下简称"公司"）于 2024 年 7 月 22 日 召开第三届董事会第二十六次会议、第三届监事会第二十三次会议，并于 2024 年 8 月 7 日召开 2024 年第一次临时股东大会，审议通过了《关于回购公司股份方 案的议案》，同意公司使用自有资金以集中竞价交易的方式回购公司股份（以下 简称"本次回购"），用于实施股权激励计划或员工持股计划， ...

关于回购公司股份实施进展暨回购完成的公告 证券代码：300687 证券简称：赛意信息 公告编号：2025-064 广州赛意信息科技股份有限公司 关于回购公司股份实施进展暨回购完成的公告 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"）于 2024 年 7 月 22 日 召开第三届董事会第二十六次会议、第三届监事会第二十三次会议，并于 2024 年 8 月 7 日召开 2024 年第一次临时股东大会，审议通过了《关于回购公司股份方 案的议案》，同意公司使用自有资金以集中竞价交易的方式回购公司股份（以下 简称"本次回购"），用于实施股权激励计划或员工持股计划，以及减少公司注 册资本，其中，用于实施员工持股计划或股权激励的股份数量不高于回购总量的 60%，用于注销减少注册资本的股份数量不低于回购总量的 40%。回购股份的种类 为公司发行的人民币普通股（A 股）。本次回购股份资金总额不低于人民币 5,000 万元（含）且不超过人民币 10,000 万元（含），回购股份价格不超过人民币 20.70 元/股（含）；本次回购股 ...

Group 1 - Zhongyuan Tong plans to establish a joint venture with Zhengzhou Zhengfang Technology with a registered capital of 10 million yuan, where Zhongyuan Tong will contribute 5.1 million yuan for a 51% stake [1] - Weiguang Co. reported a net profit of 172 million yuan for the first half of 2025, representing a year-on-year increase of 11.32%, with total revenue reaching 750 million yuan, up 10% [1] - Tianlu Technology's actual controller plans to reduce his stake by up to 2%, amounting to 220,640 shares [1][2] Group 2 - Igor received approval from the China Securities Regulatory Commission for a stock issuance to specific investors, valid for 12 months [2] - Hualing Cable also received approval from the China Securities Regulatory Commission for a similar stock issuance [2] - Hongchang Technology's employee stockholding platform plans to reduce its stake by up to 2.56%, equating to 331,630 shares [3][4] Group 3 - Saiyi Information intends to invest 10 million yuan in Douma Technology to acquire a 3.23% stake [5] - Meino Biological's major shareholder plans to reduce his stake by up to 1%, which is 140,780 shares [5] - New Light Optoelectronics' shareholder plans to reduce his stake by up to 3%, totaling 3 million shares [6] Group 4 - Shenzhen Energy plans to invest 7.897 billion yuan in the construction of the Shantou Honghaiwan offshore wind power project, with 1.581 billion yuan from its own funds [7][8] - Zhongqi Co. plans to reduce its stake by up to 3%, which amounts to 39,717,000 shares [9] - Yirui Technology's two shareholders plan to reduce their combined stake by up to 2%, equating to 400,440 shares [11] Group 5 - Wenkai Co. is planning debt restructuring involving approximately 2.22 billion yuan in receivables and 1.24 billion yuan in cash payments [12] - Guangnong Sugar's application for a stock issuance to specific investors has been approved by the Shenzhen Stock Exchange [13] - Dalian Shengya is planning a stock issuance that may lead to a change in control, resulting in continued trading suspension [15] Group 6 - ST Saiwei has received a court decision for pre-restructuring and appointed a management team for the process [18] - Gaozheng Minexplosion's major shareholder reduced his stake by 128,100 shares during a period of stock price fluctuation [19] - Zhongfu Information's chairman has been detained, with responsibilities temporarily assigned to the deputy general manager [20] Group 7 - Huayu Mining plans to adjust the valuation of its 40% stake in Guizhou Yatai Mining and acquire an additional 11% stake for a total transaction value of 809 million yuan [21] - ST Jinbi intends to invest 50 million yuan in Cangqiong Digital, acquiring a 2.56% stake [23] - Xinxing Casting is planning to publicly transfer its 51% stake in Xinjiang Mining with a starting price of 205 million yuan [25]

● 本报记者 万宇 赛意信息全球研发中心将建设成为公司立足粤港澳大湾区、面向全球的核心研发基地，重点聚焦工业 AI与前沿技术底座、工业互联网平台研发、核心工业软件产品研发等核心方向，打造数智化领域的标 杆研发中心、工业数智化人才高地以及智能制造与工业互联网产业创新枢纽。赛意信息还计划在该中心 组建博士后基地及工作站，积极引育全球顶尖人才，推动"产学研用"深度融合，加速科技成果转化。 张成康表示，全球研发中心的落地是赛意信息发展的全新里程碑，承载着赛意信息"业务布局全球、产 品服务全球、汇聚全球英才"的战略雄心。该中心建成后，将通过统筹全球业务、加速产品迭代、吸引 国际顶尖人才，持续服务中国企业数智化转型，同时为全球客户提供更具竞争力的数智化产品与服务， 助力全球产业智能化升级。"最近我们推出的PCB行业大模型解决方案，在以胜宏科技为代表的头部企 业落地应用中取得了初步成绩。未来在AI研发上我们将继续加大投入，为AI赋能工业软件的发展提供 助力，这次启动研发总部建设具有非常重要的载体意义。"张成康说。 工业软件市场空间广阔 今年，国家发改委将工业软件更新升级纳入"两新"政策支持范围，将通过政策引导和资金支持等方 ...

证券代码：300687 证券简称：赛意信息 公告编号：2025-063 广州赛意信息科技股份有限公司 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、交易概述 广州赛意信息科技股份有限公司（以下简称"公司"）近日拟以自有资金人 民币 1,000 万元对逗号科技（广东）有限公司（以下简称"逗号科技"或"标的 公司"）进行增资，增资完成后公司将持有标的公司 3.2258%的股权。 本次交易不需要经过公司董事会、股东大会审议，不构成关联交易，不构成 《上市公司重大资产重组管理办法》规定的重大资产重组。 二、标的公司基本情况 术转让、技术咨询、技术服务。计算机软件及硬件、工业及民用可穿戴设备的系 统集成、设计、开发、批发、上门安装、维护、成果转让；计算机智能硬件租赁； 从事嵌入式实时操作系统技术、物联网技术及 RFID 射频技术以及可穿戴智能硬 件、智能终端的技术进出口及相关配套业务。以上法律、行政法规、国务院决定 规定在登记前须经批准的项目除外，限制的项目须取得许可后方可经营，许可经 营项目是：依法须经批准的项目，经相关部门批准后方可开展经营活动。 证券代码：3 ...

Core Viewpoint - Several companies have announced uncertainties regarding their potential involvement in the "Yarlung Tsangpo River downstream hydropower project," reflecting the cautious sentiment in the market about this project and its related opportunities [3][4][5][6]. Group 1: Company Announcements on Yarlung Tsangpo Project - Kailong Co., Ltd. has noted uncertainty about its participation in the Yarlung Tsangpo hydropower project, as it primarily operates in the civil explosives industry [3]. - *ST Zhengping has also expressed uncertainty regarding its potential involvement in the Yarlung Tsangpo hydropower project, leveraging its extensive experience in high-altitude construction management [4]. - Huaxin Cement has indicated that it has the capacity to provide construction materials for the Yarlung Tsangpo hydropower project but acknowledges uncertainty about the revenue and profit it may derive from this project [5]. - Dayu Water-saving has emphasized that it currently does not have any contracts related to the Yarlung Tsangpo project, despite its experience in water conservancy projects in Tibet [6]. - ST Xifa has clarified that its main business is beer production and does not involve any projects related to hydropower station construction [7]. Group 2: Financial Performance and Market Position - Rongzhi Rixin expects a significant increase in net profit for the first half of 2025, projecting a year-on-year growth of 2027.62% to 2.18 billion yuan, driven by the digital transformation across various industries [16]. - Weiguang Co., Ltd. reported a total revenue of 750 million yuan for the first half of 2025, reflecting a year-on-year growth of 10% [17]. Group 3: Major Contracts and Projects - Nantian Information plans to sign a procurement framework contract worth 58.27 million yuan with its controlling shareholder, which will span three years [18]. - China Communication Signal has won seven important projects in the rail transit market, with a total bid amount of approximately 1.431 billion yuan, accounting for 4.41% of its projected revenue for 2024 [19]. - Beixin Road and Bridge announced that its subsidiaries have won contracts totaling 1.629 billion yuan for highway projects, which is expected to positively impact future performance [20]. Group 4: Shareholding Changes - Tiancheng Zikong announced that Yunnan Trust plans to reduce its stake in the company by up to 1% [21]. - Baobian Electric has disclosed that the Equipment Finance Group intends to reduce its stake by up to 1% as well [22][23]. - Hongchang Technology's employee shareholding platform plans to reduce its stake by up to 2.56% [24].

香港理工大学黄国全教授领衔的逗号科技团队作为亚太地区首个系统性研究PI的开拓者，成功将其理论转化为产业实践——作为中国首家以AI为核心决策 优化引擎、以PI为核心业务流程架构的物流科技企业，逗号科技不仅发起"PI 联盟"推动生态建设，更凭借C-Link、C-ROS、C-NAS和C-Loader等智能决策 系统，赋能联想、大众、一汽、奇瑞等头部企业，每年为企业实现数千万元物流成本节约，斩获Gartner 魔力象限供应商等荣誉。 伴随"物理AI"新浪潮，逗号科技的技术潜能进一步凸显。其C-LINK智慧物流平台通过PI实时数据流打通物流物理节点，借助AI智能决策为物理世界的货 品移动提供最优化方案，尤其在黄仁勋强调"人机协作机器人团队"与"开源生态安全"的框架下，逗号科技已积累的PI＋AI核心技术，将有助于推动中国在 物理AI标准制定中获得话语权，并将中国智慧深度植入全球物流智能化进程，让实体世界的变革从理论照进现实。 深化全栈能力，释放协同价值 物理AI浪潮下的战略携手 7月22日，"AI赋能供应链协同创新论坛"在深圳举办。会上，赛意信息与逗号科技正式签署战略投资协议。此次战略合作，双方以物理Al(Physica ...

关于对外投资逗号科技的公告 证券代码：300687 证券简称：赛意信息 公告编号：2025-063 广州赛意信息科技股份有限公司 关于对外投资逗号科技的公告 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。 一、交易概述 广州赛意信息科技股份有限公司（以下简称"公司"）近日拟以自有资金人 民币 1,000 万元对逗号科技（广东）有限公司（以下简称"逗号科技"或"标的 公司"）进行增资，增资完成后公司将持有标的公司 3.2258%的股权。 本次交易不需要经过公司董事会、股东大会审议，不构成关联交易，不构成 《上市公司重大资产重组管理办法》规定的重大资产重组。 二、标的公司基本情况 1、公司名称：逗号科技（广东）有限公司 7、住所：珠海市香洲区翠珠四街 51 号 4 层商场 4A-23 房 8、经营范围：计算机、电子、互联网、物联网等相关领域的技术开发、技 术转让、技术咨询、技术服务。计算机软件及硬件、工业及民用可穿戴设备的系 统集成、设计、开发、批发、上门安装、维护、成果转让；计算机智能硬件租赁； 从事嵌入式实时操作系统技术、物联网技术及 RFID 射频技术以及可 ...

Group 1 - The core viewpoint is that Saiyi Information has built an end-to-end application development toolchain and a full-service system around the HarmonyOS ecosystem to support Huawei's "1+8+N" all-scenario strategy [2][3] - Saiyi Information's services cover various areas including native application development for consumer applications, IT office intelligence, and software development production line adaptation for HarmonyOS applications [2] - In the healthcare sector, Saiyi Information has implemented deep integration of technology and services, creating a health companion native application based on HarmonyOS capabilities [2] Group 2 - In 2024, Saiyi Information officially announced its deep integration into Huawei's HarmonyOS ecosystem and received certification as a HarmonyOS development service provider [3] - The partnership between Saiyi Information and Huawei is based on 20 years of collaboration, focusing on continuous technological innovation and service upgrades to empower enterprises in their digital transformation [3] - Looking ahead, Saiyi Information plans to integrate industry know-how with HarmonyOS system features to launch more HarmonyOS-based industry solutions, products, and services [5]