Group 1 - IDC released a report evaluating vendors in the industrial large model and intelligent agent solutions market, with Saiyi Information being recognized as a "Leader" for its strong capabilities and strategic positioning [1] - The evaluation criteria included five core standards: rich product system, solid implementation experience, comprehensive supporting services, deep foundational accumulation, and complete ecological capabilities [1] - The IDC MarketScape model provides a framework for comparing ICT vendors' products, services, capabilities, and strategies, offering a 360-degree assessment for technology buyers [1] Group 2 - Saiyi Information has established a comprehensive AI layout based on two decades of experience in the manufacturing industry, focusing on a dual-track strategy that combines vertical AI with industrial mechanisms and horizontal AI for cross-system collaboration [2] - The company has successfully implemented AI solutions in various industrial scenarios, demonstrating its leadership through projects like PCB engineering data analysis machines and the Saiyi AI Agent solution [2] - Since 2019, Saiyi Information has positioned itself as an "enterprise digital empowerment provider" and "industrial software practitioner," achieving recognition as a national-level "dual-cross" platform and winning awards in AI and industrial innovation competitions [2] Group 3 - As a leader in the industry, Saiyi Information aims to embrace AI large model technology to redefine industrial data manufacturing and accelerate the intelligent development of the manufacturing sector [3]

Group 1 - The core viewpoint of the news is that Saiyi Information has been recognized as a "Leader" in the IDC MarketScape report for its capabilities in industrial large models and intelligent agents, highlighting its leadership in the field of industrial intelligence [1][2] - The IDC report emphasizes that 19.7% of Chinese manufacturing enterprises have deployed intelligent agents, while 47.9% are advancing PoC testing, indicating a surge in demand for AI solutions [2] - The report outlines that the promotion of MCP and A2A protocols enhances ecological collaboration capabilities, laying a technical foundation for the widespread application of industrial intelligent agents [1][2] Group 2 - Saiyi Information has developed a comprehensive AI layout based on its 20 years of experience in the manufacturing industry, focusing on "technical breakthroughs, scene implementation, and ecological collaboration" [2] - The company has successfully implemented AI solutions in various industrial scenarios, such as reducing the processing time of PCB engineering data from 4-6 hours to 2-4 minutes and achieving an 80% increase in operational efficiency in supply chain scenarios [3] - Saiyi Information aims to provide a replicable and implementable AI upgrade path for Chinese enterprises through its full-stack capabilities, which include computing power, models, AI toolchains, and manufacturing AI applications [3]

关于公司股东部分股份解除质押的公告 证券代码：300687 证券简称：赛意信息 公告编号：2025-083 广州赛意信息科技股份有限公司 关于公司股东部分股份解除质押的公告 本公司股东欧阳湘英女士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。 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 到股东欧阳湘英女士函告，获悉其所持有的本公司部分股份办理了解除质押业 务，具体事项如下： 三、其他说明 | | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 持股数量 （股） | 占公司总 | 本次解除质 押前质押股 | 本次解除质 押后质押股 | 占其所 持股份 | 占公司 总股本 | 已质押 股份限 | 占已 质押 | 未质押 股份限 | 占未 质押 | | | | 股本比例 | 份数量（股） | 份数量（股） | 比例 ...

Core Viewpoint - The announcement indicates that Liu Weichao, a shareholder of Saiyi Information, has partially released the pledge on his shares, which may reflect a positive sentiment regarding the company's stock performance and financial health [1] Summary by Relevant Sections - **Share Pledge Release**: Liu Weichao has released a total of 3 million shares from pledge, which accounts for 11.76% of his held shares and 0.73% of the company's total share capital [1] - **Current Pledged Shares**: As of the announcement date, Liu Weichao and his concerted parties have a total of 36.08 million shares pledged, representing 8.83% of the company's total share capital [1]

二、股东股份累计质押情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： 关于公司股东部分股份解除质押的公告 证券代码：300687 证券简称：赛意信息 公告编号：2025-082 广州赛意信息科技股份有限公司 关于公司股东部分股份解除质押的公告 本公司股东刘伟超先生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。 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 到股东刘伟超先生函告，获悉其所持有的本公司部分股份办理了解除质押业务， 具体事项如下： 一、股东解除质押的基本情况 | 股东名称 | 是否为控股股东或第一大股东及 | 本次解除质押 | 占其所持 | 占公司总 | 起始日期 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 其一致行动人 公司股东张成康、刘伟超、刘国 | 股份数量（股） | 股份比例 | 股本比例 | | | | | | 华、欧阳湘英、曹金乔、玄元私 | | | | ...

Group 1 - The core point of the article is that Saiyi Information announced that shareholders Liu Weichao and Ouyang Xiangying have pledged a total of 4,700,000 shares [2]

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：2025-081 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 本公司股东刘伟超先生、欧阳湘英女士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。 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 到股东刘伟超先生、欧阳湘英女士函告，获悉其所持有的本公司部分股份办理了 质押业务，具体事项如下： 二、股东股份累计质押情况 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 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 持股数量 （股） | 占公司总 股本比例 | 本次质押前 质押股份数 | 本次质押后 质押股份数 | 占其所 持股份 | 占公司 总股本 | 已质押 股份限 | 占已 | 未质押 ...

Company Overview - Saiyi Information Technology Co., Ltd. is located in Guangzhou, Guangdong Province, and was established on January 10, 2005. The company went public on August 3, 2017. Its main business involves providing enterprise information solutions and services, with revenue composition being 67.10% from general ERP and 32.90% from intelligent manufacturing and industrial internet [1][2]. Stock Performance - As of September 22, the stock price of Saiyi Information fell by 2.02% to 26.17 CNY per share, with a trading volume of 183 million CNY and a turnover rate of 2.10%. The total market capitalization is 10.688 billion CNY [1]. - Year-to-date, the stock price has increased by 44.35%, but it has seen a decline of 0.57% over the last five trading days, 16.60% over the last 20 days, and 5.80% over the last 60 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 18.2066 million CNY, down 38.72% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 262 million CNY in dividends, with 124 million CNY distributed over the past 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 tradable shares per shareholder is 9,037, an increase of 22.43% [2]. - Among the top ten circulating shareholders, Huazhang Small and Medium Growth Mixed Fund (040007) is the tenth largest shareholder with 3.3288 million shares, marking its entry as a new shareholder. Hong Kong Central Clearing Limited has exited the top ten circulating shareholders [3].

Core Viewpoint - The company held an online earnings briefing on September 19, 2025, addressing investor inquiries regarding orders, business information authenticity, contract asset increases, and AI revenue growth [1] Group 1: Investor Relations Activity - The earnings briefing was conducted via the "Panorama Roadshow" website, allowing investors to participate through online questions [1] - Key personnel present included Chairman and General Manager Zhang Chengkang, Chief Financial Officer Ouyang Xiangying, and Secretary of the Board and Vice General Manager Liu Ziheng [1] Group 2: Key Topics Discussed - **Order Situation**: The company advised investors to refer to announcements on the Giant Tide Information Network and its official WeChat account for order updates [1] - **Business Information Authenticity**: The company reiterated that inquiries regarding the authenticity of business information should also be directed to the Giant Tide Information Network and its official WeChat account [1] - **Increase in Contract Assets**: The company clarified that the increase in contract assets is a normal business operation and is not directly related to subscription or buyout business types [1] - **AI Revenue Growth**: The company reported a positive growth trend in AI-related business, with orders reaching 103 million yuan in the first half of the year, maintaining an optimistic outlook for the entire year. Approximately 60% of these orders are from the general ERP sector, leveraging generative AI for process automation and intelligent execution [1] - In the intelligent manufacturing sector, AI orders account for about 40%, utilizing various AI capabilities for industrial production scenarios, particularly in PCB manufacturing [1]

Group 1: Company Orders and Financial Performance - The company has reported an increase in orders, with specific details available on the official website and WeChat account [2] - AI-related business revenue for the first half of the year reached 103 million CNY, with a positive outlook for the entire year [3] - Approximately 60% of AI revenue comes from the general ERP sector, while 40% is from intelligent manufacturing [3] Group 2: Product Development and Business Model - The company is set to launch a self-developed CAM software for the PCB industry next year [3] - The increase in contract assets is attributed to normal business operations and is not directly related to subscription or buyout models [3] Group 3: Investor Relations Activity - The investor relations activity was conducted online on September 19, 2025, with participation from the Chairman, General Manager, and Financial Director [2] - The event did not involve any undisclosed significant information [3]