赛意信息公告称，因公司内部工作调整，董事、副总经理刘国华申请辞职，原任期至2028年3月27日。 截至公告披露日，其持股14,102,560股，占总股本3.45%，辞职不影响公司实控人变更及正常经营。同 时，公司于2025年12月1日召开职工代表大会，选举林立岳为第四届董事会职工董事，任期至第四届董 事会任期届满。林立岳现任公司中国区业务中心副总裁，未持股，无关联关系及违规情况。 ...

Core Insights - The report emphasizes the upward synchronization of performance cycles and technology cycles in the computer industry, driven by AI empowerment and structural improvements in fundamentals [1][2][3] - The computer sector is characterized as a "bull market leader," with a significant resonance between fundamentals and liquidity, reflecting strong market recognition of revenue expansion potential [3][20] - The report forecasts substantial growth in various AI applications, including AI Coding, AI in office software, AI in finance, network security, intelligent driving, and industrial software, indicating a broad market opportunity [3][11][12][13][14][16][17] Group 1: AI Applications - AI Coding is projected to reshape software development paradigms, with a global market value expected to grow from $6.7 billion in 2024 to $25.7 billion by 2030, reflecting a compound annual growth rate (CAGR) of 25.2% [3][11][12] - The Chinese AI code generation market is anticipated to expand from 6.5 billion RMB in 2023 to 33 billion RMB by 2028, with a CAGR of 38.4% [3][12] - AI in office software is expected to reach a market size of 30.86 billion RMB in 2024, growing to 191.14 billion RMB by 2028, with a CAGR of 57.75% [3][12] - The network security market is projected to grow to $1.6 billion by 2028, with a CAGR exceeding 230%, driven by the integration of AI technologies [3][14] - Intelligent driving technologies are evolving towards L3 commercial applications, with significant growth in high-speed NOA penetration from 8.7% to 35.7% between 2023 and 2025 [3][16] Group 2: Investment Recommendations - The report suggests focusing on companies involved in AI Coding, such as Zhuoyi Information, and those in AI office software like Kingsoft Office and Foxit Software [3][11][12] - In the AI finance sector, companies like Tonghuashun and Jiufang Zhitu are highlighted for their innovative applications [3][13] - For network security, firms such as Deepin and Anheng Information are recommended due to their advancements in AI-driven security solutions [3][14] - In the intelligent driving space, companies like Desay SV and Zhongke Chuangda are noted for their leadership in high-performance driving solutions [3][16] - Industrial software firms like Zhongkong Technology and Rongzhi Rixin are recognized for their contributions to AI-driven industrial transformations [3][17]

2025 年第二次临时股东大会决议公告 证券代码：300687 证券简称：赛意信息 公告编号：2025-100 广州赛意信息科技股份有限公司 （二）会议召集人：公司董事会 （三）会议主持人：公司董事长张成康先生 （四）会议召开方式：本次股东大会采用现场表决、网络投票相结合的方式 （五）现场会议召开时间：2025 年 11 月 28 日 14:30 2025 年第二次临时股东大会决议公告 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、本次股东大会未出现否决议案的情形； 2、本次股东大会不涉及变更以往股东大会已通过的决议； 3、本次股东大会审议的议案均为特别决议事项，需由出席股东大会的股东 （包括股东代理人）所持表决权的2/3以上通过。 一、会议召开情况 （一）股东大会届次：2025 年第二次临时股东大会 （六）现场会议召开地点：佛山市顺德区大良镇萃智路一号车创置业广场 1 栋公司研发总部 20 楼大会议室 （七）网络投票时间： 1、通过深圳证券交易所系统进行网络投票的具体时间为 2025 年 11 月 28 日 9:15-9:25，9:30-1 ...

上海市锦天城（深圳）律师事务所 法律意见书 电话：0755-82816698 传真：0755-82816898 上海市锦天城（深圳）律师事务所 关于广州赛意信息科技股份有限公司 2025 年第二次临时股东大会的 法律意见书 地址：深圳市福田中心区福华三路卓越世纪中心 1 号楼 21-23 层 上海市锦天城（深圳）律师事务所 法律意见书 上海市锦天城（深圳）律师事务所 关于广州赛意信息科技股份有限公司 2025 年第二次临时股东大会的 法律意见书 致：广州赛意信息科技股份有限公司 上海市锦天城（深圳）律师事务所（以下简称"本所"）接受广州赛意信息 科技股份有限公司（以下简称"公司"）的委托，指派律师出席公司 2025 年第二 次临时股东大会（以下简称"本次股东大会"），并根据《中华人民共和国公司法》 （以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券 法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）等法律、法 规和规范性文件以及现行有效的《广州赛意信息科技股份有限公司章程》（以下 简称"《公司章程》"）的相关规定，对本次股东大会相关法律事项进行见证并出 具本法律意见书。公司已向 ...

简式权益变动报告书 证券代码：300687 证券简称：赛意信息 广州赛意信息科技股份有限公司 简式权益变动报告书 上市公司名称：广州赛意信息科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：赛意信息 股票代码：300687 信息披露义务人（一）：张成康 住所：佛山市顺德区 信息披露义务人（二）：刘伟超 住所：佛山市顺德区 信息披露义务人（三）：刘国华 住所：广州市海珠区 信息披露义务人（四）：欧阳湘英 住所：佛山市顺德区 信息披露义务人（五）：曹金乔 住所：上海市浦东新区 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则 第 15 号——权益变动报告书》及相关法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露了信息披露义务人在广州赛意信息科技股份有限公司中拥有权 益的股份变动情况。 信息披露义务人（六）：玄元私募基金投资管理（广 ...

证券代码：300687 证券简称：赛意信息 公告编号：2025-099 关于控股股东、实际控制人及其一致行动人减持股份变动触及 1%及 5%的整数倍暨披露简式权益 变动报告书的提示性公告 广州赛意信息科技股份有限公司 关于控股股东、实际控制人及其一致行动人减持股份变动触及 1% 及 5%的整数倍暨披露简式权益变动报告书的提示性公告 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、本次权益变动为公司控股股东、实际控制人及其一致行动人因减持股份 导致持股比例降低，不触及要约收购，不会导致公司控制权发生变化。 2、本次权益变动后，公司控股股东、实际控制人及其一致行动人张成康、 刘伟超、刘国华、欧阳湘英、曹金乔、玄元私募基金投资管理（广东）有限公司 －玄元科新 213 号私募证券投资基金合计持有公司股份数为 122,523,498 股，占 公司总股本的 30.0000%，权益变动触及 1%及 5%的整数倍。 3、本次权益变动不会导致公司控股股东及实际控制人发生变化，不会影响 公司的治理结构和持续经营。 一、本次权益变动的基本情况 证券代码：300687 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 11月25日，赛意信息收涨1.66%，收盘价为23.88元，发生2笔大宗交易，合计成交量104.56万股，成交 金额2182.79万元。 第1笔成交价格为20.00元，成交12.97万股，成交金额259.40万元，溢价率为-16.25%，买方营业部为平 安证券股份有限公司北京金融大街证券营业部，卖方营业部为国泰海通证券股份有限公司深圳海田路证 券营业部。 第2笔成交价格为21.00元，成交91.59万股，成交金额1,923.39万元，溢价率为-12.06%，买方营业部为财 通证券股份有限公司杭州庆春路证券营业部，卖方营业部为中国银河证券股份有限公司深圳福华一路证 券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为2182.79万元。该股近5个交易日累 计上涨0.76%，主力资金合计净流出961.97万元。 责任编辑：小浪快报 ...

Summary of Key Points Core Viewpoint - On November 25, 2025, Saiyi Information conducted a block trade of 1,045,600 shares, with a transaction value of 21.8279 million yuan, accounting for 7.02% of the total trading volume for the day. The average transaction price was 20.88 yuan, representing a discount of 12.58% compared to the market closing price of 23.88 yuan [1]. Group 1: Transaction Details - The block trade involved a total of 1,045,600 shares at an average price of 20.88 yuan, with the highest transaction price being 21 yuan and the lowest at 20 yuan [1]. - The transaction volume was 12.97 million shares at a price of 20 yuan, amounting to 2.594 million yuan, executed by Ping An Securities [2]. - Another transaction involved 91.59 million shares at a price of 21 yuan, totaling 19.233 million yuan, executed by Caixin Securities [2].

Investment Rating - The report recommends a positive investment outlook on the AI-enabled manufacturing sector, particularly focusing on industrial software and automation companies that facilitate the digital transformation of lighthouse factories [3]. Core Insights - The report emphasizes that lighthouse factories are evolving into key carriers of new productivity and industrialization, driven by AI and the "14th Five-Year Plan" [1]. - It highlights the significant role of domestic industrial software and automation vendors in this ecosystem, which are becoming the core driving force behind the development of lighthouse factories [1]. Summary by Sections 1. From Technical Benchmark to Ecological Leadership - Lighthouse factories are recognized as the most advanced factories globally, representing the highest level of smart manufacturing [7]. - The focus of lighthouse factories has shifted from single-point applications of Industry 4.0 to comprehensive operational upgrades, emphasizing customer-centricity, production efficiency, supply chain resilience, sustainability, and talent development [10][12]. - The application of AI technologies is increasingly significant, with generative AI and predictive maintenance technologies notably reducing defect rates, energy consumption, and production cycles [16]. 2. Policy and AI Dual Empowerment - National policies are driving the rapid development of lighthouse factories, with a focus on digitalization, networking, intelligence, and green development [35]. - As of September 2025, China has 85 lighthouse factories, accounting for 42.29% of the global total, showcasing its leadership in this sector [20][22]. - The distribution of lighthouse factories in China shows a trend of coastal concentration with inland regions catching up, supported by local government initiatives [39][42]. 3. Domestic Industrial Software and Automation Vendors as Key Drivers - Hikvision is highlighted for its "Hikvision Guanlan" model, which empowers smart IoT scenarios and supports the transformation of leading factories into lighthouse factories [54]. - The report discusses the significant advancements made by various companies, including Dahua Technology, Zhongkong Technology, and others, in enhancing supply chain collaboration and digital transformation [54][56].

Group 1 - The core point of the news is that Saiyi Information's stock price increased by 5.02%, reaching 23.65 CNY per share, with a trading volume of 267 million CNY and a turnover rate of 3.53%, resulting in a total market capitalization of 9.659 billion CNY [1] - Saiyi Information, established on January 10, 2005, and listed on August 3, 2017, is located in Guangzhou, Guangdong Province, and specializes in providing enterprise information solutions and services [1] - The company's main business revenue composition includes 67.10% from general ERP and 32.90% from intelligent manufacturing and industrial internet [1] Group 2 - From the perspective of fund holdings, one fund under Shenwan Lingxin has a significant position in Saiyi Information, with 190,500 shares held, accounting for 4.89% of the fund's net value, making it the seventh-largest holding [2] - The Shenwan Lingxin Le Dao three-year holding period mixed fund (012051) was established on June 10, 2021, with a latest scale of 110 million CNY and a year-to-date return of 11.94% [2] - The fund manager, Liang Guozhu, has a cumulative tenure of 3 years and 16 days, with the fund's total asset scale at 1.826 billion CNY, achieving a best return of 52.43% and a worst return of -18.51% during his tenure [2]