2025 年度业绩预告 证券代码：300687 证券简称：赛意信息 公告编号：2026-001 广州赛意信息科技股份有限公司 2025 年度业绩预告 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、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日-2025 年 12 月 31 日 2、业绩预告情况：预计净利润为负值 | 项目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 亏损：7,500 | 万元-11,000 | 万元 | 盈利：13,937.80 | 万元 | | 扣除非经常性损 益后的净利润 | 亏损：9,652 | 万元-13,152 | 万元 | 盈利：11,030.60 | 万元 | 二、与会计师事务所沟通情况 本次业绩预告相关财务数据未经注册会计师审计。 三、业绩变动原因说明 本报告期内，公司经营业绩阶段性承压，但整体处于战略升级与高质量发展 的关键过渡期。具体情况及应对举措如下： 1.受市场环境阶段性波动、公司主动 ...

格隆汇1月23日丨赛意信息(300687.SZ)在投资者互动平台表示，公司已将AI工具链深度应用于研发流程 中，例如针对新开发项目，在需求理解、功能实现以及单元测试用例的自动生成方面帮助研发人员增加 开发效率。在产品平台能力方面，谷神平台将AI能力嵌入到善为低代码流程引擎，利用人工智能技 术，打造流程AI Agent，可根据企业业务需求和历史数据，自动推荐最佳的流程设计方案，并在部署效 率与数据质量两大全局维度方面，释放更大价值。 ...

格隆汇1月23日丨赛意信息(300687.SZ)在投资者互动平台表示，公司目前暂无属于AI4s(AI for Science) 范畴的独立项目。公司将持续聚焦 AI 技术与制造业深度融合，以技术创新驱动业务增长，为投资者创 造长期价值。 ...

（文章来源：每日经济新闻） 赛意信息（300687.SZ）1月23日在投资者互动平台表示，公司目前暂无属于AI4s（AI for Science）范畴 的独立项目。公司将持续聚焦 AI 技术与制造业深度融合，以技术创新驱动业务增长，为投资者创造长 期价值。 每经AI快讯，有投资者在投资者互动平台提问：公司是否有AI4s项目？是否跟华为有合作？未来对于 AI4s规划是怎么样的？ ...

截至9月30日，赛意信息股东户数3.90万，较上期增加6.40%；人均流通股8448股，较上期减少6.52%。 2025年1月-9月，赛意信息实现营业收入15.01亿元，同比减少11.96%；归母净利润2761.47万元，同比减 少70.83%。 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。 机构持仓方面，截止2025年9月30日，赛意信息十大流通股东中，华安中小盘成长混合（040007）位居 第十大流通股东，持股431.12万股，相比上期增加98.24万股。 责任编辑：小浪快报 1月16日，赛意信息跌3.57%，成交额6.43亿元。两融数据显示，当日赛意信息获融资买入额6345.87万 元，融资偿还1.07亿元，融资净买入-4326.36万元。截至1月16日，赛意信息融资融券余额合计4.98亿 元。 融资方面，赛意信息当日融资买入6345.87万元。当前融资余额4.97亿元，占流通市值的4.51%，融资余 额低于近一年30%分位水平，处于低位。 融券方面，赛意信息1月16日融券偿还5500.00股，融券卖出300.00股，按当日收盘价计算，卖出金额 8097.00元；融券 ...

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the computer industry [1][11]. Core Insights - The report highlights the acceleration of AI development in the manufacturing sector, driven by a recent policy issued by multiple government departments, aiming for significant advancements in AI technology and its applications by 2027 [3][5]. - The policy outlines specific goals, including the application of 3-5 general large models in manufacturing, the creation of 100 high-quality datasets, and the promotion of 500 typical application scenarios [3][5]. - The report emphasizes the transition of industrial AI from isolated applications to comprehensive integration across all manufacturing processes, with significant growth in AI adoption among industrial enterprises [6][7]. Summary by Sections Industry Performance - The computer industry has shown a strong market performance over the past year, with a focus on AI applications in manufacturing [1]. Policy Impact - The recent policy is a detailed implementation of previous guidelines, focusing on computational power, model development, data management, and application scenarios in manufacturing [5][6]. - Specific initiatives include support for advanced training chips, the development of industry-specific models, and the establishment of a chief data officer system in enterprises [5][6]. AI Adoption - The report notes a significant increase in the adoption of large models and intelligent agents in Chinese industrial enterprises, rising from 9.6% in September 2024 to 47.5% in 2025, with expectations for further rapid growth in 2026 [6][7]. Investment Recommendations - The report suggests focusing on companies involved in industrial AI applications, data annotation, and AI computing power, including firms like Zhong控 Technology, Kingdee International, and others [7].

Group 1 - The core viewpoint of the news is that Saiyi Information's stock has shown a significant increase in price and trading activity, with a year-to-date increase of 11.93% and a recent 5-day increase of 11.93% [1] - As of January 9, the stock price reached 25.71 CNY per share, with a total market capitalization of 10.5 billion CNY [1] - The company reported a net outflow of 31.07 million CNY in main funds, with large orders showing a buy of 83.45 million CNY and a sell of 95.86 million CNY [1] Group 2 - For the period from January to September 2025, Saiyi Information achieved operating revenue of 1.501 billion CNY, a year-on-year decrease of 11.96%, and a net profit attributable to shareholders of 27.61 million CNY, down 70.83% year-on-year [2] - The number of shareholders increased to 39,000, reflecting a 6.40% rise, while the average circulating shares per person decreased by 6.52% to 8,448 shares [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]

Market Overview - A-shares exhibited mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations, while the ChiNext Index declined, and the Sci-Tech 50 Index surged [1] - The Shanghai Composite Index closed down 0.07% at 4082.98 points, the Shenzhen Component Index fell 0.51%, the ChiNext Index dropped 0.82%, and the Sci-Tech 50 Index rose 0.82% [1] - Total trading volume in the Shanghai and Shenzhen markets was approximately 2.83 trillion yuan, a decrease of about 55 billion yuan from the previous day [1] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 20 stocks hitting the daily limit, including Qian Zhao Guang Dian and Pu Ni Ce Shi, which both reached the limit [3] - Notable performers included Jin Feng Ke Ji, which achieved a three-day limit increase, and Zhen Lei Ke Ji, which rose over 15% to reach a historical high [3] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept showed strong performance, with Ha Han Hua Tong rising over 12% and several other stocks, including China Nuclear Engineering and Aerospace Morning Light, hitting the daily limit [6] - Recent breakthroughs in controlled nuclear fusion technology were reported, with the EAST device confirming the existence of a density-free zone, providing important physical evidence for high-density operation [6][8] Industrial Software Sector - The industrial software concept gained traction, with Han De Information rising over 13% and Baoxin Software hitting the daily limit [9] - The Ministry of Industry and Information Technology, along with other departments, issued a directive to strengthen the development of industrial software, indicating a supportive policy environment for the sector [11]

Group 1 - The industrial software sector experienced significant gains on January 8, with companies like Hand Information reaching a 20% limit up, and others such as Dongtu Technology and Saiyi Information rising over 10% [1] - The Ministry of Industry and Information Technology, along with eight other departments, issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'" on January 7, which emphasizes the need to strengthen the supply of artificial intelligence computing power [1] - The Opinions propose to promote the development of intelligent chips and support breakthroughs in key technologies such as high-end training chips and AI servers, while encouraging innovation in both large and small models tailored for specific industrial applications [1] Group 2 - Dongguan Securities noted that the Chinese government has been increasingly focused on the development of the industrial software industry, with multiple supportive policies being introduced [2] - The Ministry of Industry and Information Technology issued guidelines in September 2024 for updating industrial software and operating systems, setting clear targets for upgrades [2] - The National Development and Reform Commission included industrial software updates in the "Two New" policy support framework in April 2025, indicating government encouragement for increased investment in the sector [2]

Group 1 - The core viewpoint of the news is that Saiyi Information's stock has experienced fluctuations, with a recent decline of 2.02% and a total market value of 9.712 billion yuan [1] - As of January 7, 2023, the stock price is reported at 23.78 yuan per share, with a trading volume of 1.56 billion yuan and a turnover rate of 1.98% [1] - The company has seen a year-to-date stock price increase of 3.53%, with a 7.50% rise over the last five trading days, but a 14.55% decline over the past 60 days [1] Group 2 - As of September 30, 2025, Saiyi Information reported a total of 39,000 shareholders, an increase of 6.40% from the previous period, with an average of 8,448 circulating shares per shareholder, a decrease of 6.52% [2] - For the period from January to September 2025, the company achieved operating revenue of 1.501 billion yuan, a year-on-year decrease of 11.96%, and a net profit attributable to shareholders of 27.6147 million yuan, down 70.83% year-on-year [2] Group 3 - Since its A-share listing, Saiyi Information has distributed a total of 262 million yuan in dividends, with 124 million yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders include Huazhang Small and Medium-sized Growth Mixed Fund, which holds 4.3112 million shares, an increase of 982,400 shares from the previous period [3]