Summary of Saiyi Information Conference Call Company Overview - **Company**: Saiyi Information - **Industry**: AI and Industrial Software Key Points and Arguments AI Business Growth - Saiyi Information's AI business growth exceeded expectations, driven by AIGC platform and industrial AI, particularly in enterprise management automation and industrial production optimization [2][3] - The company expects an additional revenue of 400-500 million RMB from API-related businesses over the next two years [2][7] Unique Advantages in Industrial AI - Saiyi Information has a unique advantage in the industrial AI sector through its IDME platform, which addresses industrial data silos and enables full-process traceability in manufacturing [2][14] - The company collaborates with Huawei to enhance China's industrial software capabilities [2][14] Progress in PCB Industry - Significant advancements in AI applications within the PCB industry, serving multiple listed companies and improving production efficiency through automation [2][11] - The market size for AI applications in PCB is projected to reach several billion RMB [2][11] Logistics Cost Optimization - The company optimizes logistics paths for consumer goods clients, achieving cost savings of 15%-20% [2][12] AI Application in Enterprise Management - AI technology is applied in financial operations, procurement, and supplier evaluation, automating processes and enhancing operational efficiency [5][22] Financial Performance - In 2024, revenue grew by 6.27%, but net profit declined by 45.21% due to macroeconomic impacts and a decrease in orders from Huawei [4][22] - The company is focusing on external market expansion and cost control to address these challenges [4][22] Future Business Growth Expectations - Saiyi Information anticipates a 15%-20% annual revenue increase from API-related businesses and aims for a contract order volume of 120-150 million RMB in 2025 [7][15] Challenges in AI Implementation - The company faces challenges in product maturity, platform construction, and the need for customized services due to varying client requirements [9][10] Industrial AI Development Challenges - Industrial AI development faces issues such as data accessibility, the complexity of industrial processes, and the need for specialized models [10][16] International Market Strategy - The company is focusing on Southeast Asia for international expansion, using Hong Kong as a hub to penetrate surrounding markets [21][22] Shareholder Returns and Employee Incentives - Saiyi Information maintains a dividend policy of distributing 20% of available profits and actively engages in stock buybacks to enhance shareholder confidence [31][32] Overall Impact of Industrial AI - Industrial AI is seen as a significant opportunity for Saiyi Information, with expectations of increased profitability and competitive advantage as the Chinese manufacturing sector evolves [16][33] Specific Project Examples in PCB - In 2024, the company secured over 13 million RMB in AI model orders in the PCB sector, with notable clients including XunJie Technology and SanQiang Circuit [25][28] Conclusion - Saiyi Information is positioned for growth in the AI and industrial software sectors, leveraging its unique capabilities and strategic partnerships to navigate challenges and capitalize on market opportunities [2][4][16]

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。 金融界消息 截至2025年8月4日收盘，赛意信息（300687）报收于34.06元，上涨5.71%，换手率 12.01%，成交量39.53万手，成交金额13.15亿元。 资金流向方面，今日主力资金净流入1.01亿元，占比成交额7.69%。其中，超大单净流入8447.46万元、 占成交额6.42%，大单净流入1667.88万元、占成交额1.27%，中单净流出流出1735.84万元、占成交额 1.32%，小单净流出8379.50万元、占成交额6.37%。 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%，扣非净利润2321.61万元，同比增长27.91%，流动比率2.628、速动比 率2.393、资产负债率26.97%。 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 ...

Group 1 - A-shares experienced fluctuations and climbed after opening, with the gaming sector showing significant movement, particularly the software ETF Huaxia (159256), whose holding stock Shen Zhou Tai Yue rose over 8% [1] - The State Council's executive meeting approved the "Artificial Intelligence +" action plan, emphasizing the promotion of AI's large-scale and commercial application across various sectors, aiming to integrate AI with manufacturing, education, healthcare, and transportation [1] - Zhonghang Securities' report highlighted that the policy establishes a clear development line for "AI+", combined with breakthroughs in general large model technology, indicating that the AI industry is entering a value release window, with 2025 expected to be the "year of AI application landing" [1] Group 2 - The Huaxia software ETF (159256) tracks the entrepreneurial software index (399264), focusing on 50 quality AI software stocks in the entrepreneurial board, with a high concentration in software development and IT services, accounting for 70% of the industry [2] - Key weighted stocks in the index include well-known software companies such as Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Technology [2]

Investment Rating - The report maintains a "Recommended" rating for the AI sector, indicating a positive outlook for the industry based on current developments and market conditions [2][32]. Core Insights - The AI industry is experiencing significant support from both central and local government policies, which aim to enhance the integration of AI technologies across various sectors such as manufacturing, services, healthcare, and education [8][9]. - ByteDance has launched the "Seed Diffusion Preview," an experimental language model that significantly improves code generation speed and accuracy, achieving a performance increase of 5.4 times compared to traditional models [13][14]. - Major tech companies like Microsoft and Meta have reported strong financial results, driven by their AI and cloud computing segments, with Microsoft achieving a quarterly revenue of $764.4 billion and Meta's ad revenue growing by 21% [18][21]. Summary by Sections 1. Artificial Intelligence - Central and local governments have introduced policies to support AI development, including the "Artificial Intelligence+" action plan, which emphasizes leveraging China's comprehensive industrial system and large market scale [8]. - Shanghai has implemented measures to expand AI applications, including the issuance of 1 billion yuan in AI vouchers to support various AI-related initiatives [9][10]. - ByteDance's "Seed Diffusion Preview" model focuses on code generation, achieving a speed of 2146 tokens per second, which is a significant advancement in the field [13][14]. 2. Market Performance Review - The computer sector saw a slight decline of 0.20% in the last week of July 2025, with notable stock performances from companies like Chuangzhong Technology and Zhuoyi Information, which increased by over 20% [26]. - Microsoft and Meta's financial results highlight the robust growth in their AI and cloud services, with Microsoft reporting a 34% increase in Azure revenue and Meta's ad revenue growing significantly [18][21].

Group 1 - On August 2, 100 companies announced a total of 102 stock repurchase updates [1] - Two companies disclosed stock repurchase plans for the first time, with Nova Star Cloud planning to repurchase up to 150 million yuan and Baiyun Electric planning to repurchase up to 20 million yuan [2] - Among the companies with the highest repurchase amounts, Muyuan Foods repurchased 2.16 billion yuan, Hikvision repurchased 1.859 billion yuan, and Zhongwei Co. repurchased 797 million yuan [2] Group 2 - The companies that have completed their repurchases include Nengte Technology, which repurchased 500 million yuan, Saiyi Information with 5.0047 million yuan, and Enjie Co. with 4.2023 million yuan [2]

Core Insights - The ERP concept sector experienced a rise of 1.61%, ranking fifth among concept sectors in terms of growth, with 24 stocks increasing in value [1][2] - Notable gainers in the ERP sector included Dingjie Zhizhi, Saiyi Information, and Hand Information, which rose by 16.06%, 5.95%, and 5.72% respectively [1][2] - The sector saw a net inflow of 0.54 billion yuan from main funds, with 16 stocks receiving net inflows, and 8 stocks exceeding 10 million yuan in net inflows [2][3] Sector Performance - The ERP concept sector's performance was highlighted by a 1.61% increase, while other sectors like Animal Vaccines and DRG/DIP also showed positive growth [2] - The top gainers in the ERP sector were led by Hand Information with a net inflow of 2.28 billion yuan, followed by Dingjie Zhizhi and Jingda Shares with net inflows of 1.42 billion yuan and 0.40 billion yuan respectively [2][3] Fund Flow Analysis - The stocks with the highest net inflow ratios included Jingda Shares, Tianmai Technology, and Yingtang Zhikong, with net inflow ratios of 9.09%, 8.89%, and 7.56% respectively [3][4] - The detailed fund flow data indicated that Hand Information had a trading volume of 22,762.90 million yuan and a net inflow ratio of 7.19% [3][4]

关于部分回购股份注销完成暨股份变动的公告 证券代码：300687 证券简称：赛意信息 公告编号：2025-065 广州赛意信息科技股份有限公司 关于部分回购股份注销完成暨股份变动的公告 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。 特别提示： 1、广州赛意信息科技股份有限公司（以下简称"公司"）本次注销的回购股 份数量为 1,771,439 股，占注销前公司总股本的比例为 0.43%，回购注销金额为 人民币 29,881,877.93 元。本次注销完成后，公司总股本由 410,183,049 股变更 为 408,411,610 股。 2、经中国证券登记结算有限责任公司深圳分公司审核确认，公司本次回购股 份注销事宜已于 2025 年 7 月 31 日办理完成。 根据《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》等相关法 律法规规定，公司现就部分回购股份注销完成暨股份变动的情况公告如下： 一、回购股份的实施情况 1、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 ...

Group 1 - The core viewpoint of the article is that Shenghong Technology has officially launched a strategic cooperation with Saiyi Information's subsidiary, Shenzhen Yimeike Software Co., Ltd., in the field of PCB intelligent manufacturing [1] - The project aims to assist Shenghong Technology in building a comprehensive digital production scheduling system, which will serve as a demonstration model for the industry's intelligent upgrade [1]

Group 1 - The core viewpoint of the news is that Saiyi Information (300687) has shown a mixed performance in its latest financial results, with a decline in total revenue but an increase in net profit [1] - As of July 29, 2025, Saiyi Information's stock closed at 30.42 yuan, up 1.91%, with a turnover rate of 5.37% and a trading volume of 177,500 hands, amounting to 533 million yuan [1] - The company's latest quarterly report indicates total revenue of 490 million yuan, a year-on-year decrease of 9.37%, while net profit attributable to shareholders reached 24.52 million yuan, a year-on-year increase of 20.29% [1] Group 2 - The company has a current ratio of 2.628, a quick ratio of 2.393, and a debt-to-asset ratio of 26.97% [1] - Saiyi Information has made investments in 28 companies and participated in 661 bidding projects, indicating active engagement in business development [2] - The company holds 52 trademark registrations and 65 patents, along with 25 administrative licenses, showcasing its focus on intellectual property [2]

Core Viewpoint - The company has approved a share repurchase plan to enhance shareholder value and confidence in its future development, with a total repurchase amount between RMB 50 million and RMB 100 million, and a maximum repurchase price of RMB 44.70 per share [1][2][3]. Summary by Sections Share Repurchase Plan - The company plans to repurchase shares using its own funds through centralized bidding, aimed at implementing employee stock ownership plans and reducing registered capital [1]. - The initial maximum repurchase price was set at RMB 20.70 per share, later adjusted to RMB 20.63, and finally increased to RMB 44.70 due to the company's strategic considerations and confidence in future growth [2]. Implementation Status - As of July 24, 2025, the company has completed the share repurchase, acquiring a total of 2,964,350 shares, which represents 0.72% of the total share capital, with the highest transaction price recorded [3]. - The actual repurchase amount met the lower limit of the planned repurchase fund total and did not exceed the upper limit, complying with the approved repurchase plan and relevant regulations [3]. Impact on the Company - The share repurchase is not expected to significantly impact the company's operations, profitability, financial status, research and development, or debt obligations, nor will it alter the control of the company or its listing status [4]. - The repurchase reflects management's confidence in the company's intrinsic value and future sustainability, benefiting all shareholders [4]. Compliance and Future Arrangements - The company confirmed that there were no changes in shareholdings by directors, supervisors, senior management, or actual controllers during the repurchase period [5]. - The repurchased shares will be held in a special account and will not enjoy voting rights or profit distribution during the holding period. The company will disclose information regarding the implementation of stock ownership plans and the cancellation of shares as per regulations [6].