赛意信息公告称，公司控股股东及实际控制人张成康、刘伟超、刘国华、欧阳湘英、曹金乔于2025年9 月22日至12月21日期间减持股份。原计划合计减持不超1225万股，占总股本3%；实际合计减持998.18 万股，占比2.4441%，减持均价20.2894元/股。减持后，五人合计持股比例从28.7039%降至26.2598%。 本次减持符合规定，不会导致公司控制权变更，不影响持续经营。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [2][6]. Core Insights - The release of Doubao Model 1.8 and the Seedance 1.5 pro video generation model at the Force conference highlights significant advancements in AI capabilities, particularly in multi-modal agent scenarios [5]. - Doubao Model 1.8 achieved a score of 67.6 in the BrowseComp evaluation, surpassing leading models like GPT-5 High (54.9) and Gemini-3-pro (37.8), indicating its top-tier performance in complex task planning and execution [5]. - The upgraded Seedance 1.5 pro model features breakthroughs in audio-visual synchronization and multilingual dialogue alignment, enhancing its practical and commercial potential [5]. - The AI industry is transitioning from technical validation to large-scale implementation, with Doubao Model's daily token usage exceeding 50 trillion, ranking third globally [5]. - Future investment focus areas include general agent development platform vendors, vertical industry agent solution providers, and small to medium enterprises benefiting from cost-reduction policies [5]. Summary by Sections Recent Developments - The Force conference held on December 18-19, 2025, showcased the launch of Doubao Model 1.8 and the Seedance 1.5 pro model [3][5]. Market Trends - The AI ecosystem in China is led by major companies, with a focus on agents, multi-modal capabilities, and low-code solutions, which are expected to drive continued investment in computing infrastructure [6]. Investment Recommendations - Key companies to watch include: - AI Computing: Cambrian-U (688256.SH), Haiguang Information (688041.SH), Inspur Information (000977.SZ) - Agent Solutions: Kingsoft Office (688111.SH), Dingjie Zhizhi (300378.SZ), Saiyi Information (300687.SZ) - Multi-modal Solutions: Wanjing Technology (300624.SZ), iFlytek (002230.SZ), Tuolisi (300229.SZ) - AI Programming: Zhuoyi Information (688258.SH), Jinxiandai (300830.SZ) [6].

12月17日，赛意信息大宗交易成交87.8万股，成交额1629.22万元，占当日总成交额的7.28%，成交均价 18.56元，较市场收盘价22.22元折价16.49%，其中最高成交价19.71元，最低成交价18.2元。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交会额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-12-17 | 300687 | 賽意信息 | 19.71 | 10.35 | 204.00 机构专用 | 中信证券华南股份 | | | | | | | | 有限公司广东分公 | | | | | | | | Ta | | 2025-12-17 | 300687 | 赛意信息 | 18.20 | 17.10 | 311.22 国投证券股份有限 | 中信证券华南股份 | | | | | | | 公司广州珠江东路 | 有限公司广东分公 | | | | | | | 证券营业部 | TI | | 2025-12-17 | 30 ...

格隆汇12月16日丨赛意信息(300687.SZ)公布，公司控股股东、实际控制人张成康、刘伟超、欧阳湘 英、曹金乔于2025年12月11日至2025年12月15日期间通过大宗交易、集中竞价的方式减持公司股份 483.79万股，占公司总股本的1.1846%，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 金合计持股比例由30.0000%减少至28.8154%，股份变动触及1%的整数倍。 ...

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%整数倍的公告 证券代码：300687 证券简称：赛意信息 公告编号：2025-105 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%整数倍的公告 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%整数倍的公告 证券代码：300687 证券简称：赛意信息 公告编号：2025-105 | 权益变动 | 2025 年 12 月 11 日-2025 年 12 月 15 日 | | | | | | --- | --- | --- | --- | --- | --- | | 时间 | | | | | | | | | | 公司控股股东及实际控制人张成康、刘伟超、刘国华、欧阳湘英、曹金乔因自身资金 | | | | | 需求，拟通过集中竞价及大宗交易的方式合计减持公司股份 | | | 12,250,000 | 股，占公司总股 | | | 本的 3%。具体内容详见公司于 2025 年 8 月 | 30 | | 日披露在巨潮资讯网（www.cninfo.com.cn） | | | | 的《关于共同实际控制人股份减持计 ...

赛意信息公告，公司控股股东、实际控制人张成康、刘伟超、欧阳湘英、曹金乔于2025年12月11日至 2025年12月15日期间通过大宗交易、集中竞价的方式减持公司股份483.79万股，占公司总股本的 1.1846%。公司控股股东、实际控制人及其一致行动人合计持股比例由30.0000%减少至28.8154%，股份 变动触及1%的整数倍。 ...

12月16日，赛意信息大宗交易成交114.4万股，成交额2133.12万元，占当日总成交额的8.92%，成交均 价18.65元，较市场收盘价21.9元折价14.86%，其中最高成交价19.71元，最低成交价18.2元。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交舍额 买方营业部 | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-12-16 | 300687 | 赛意信息 | 18.20 | 17.10 | 311.22 招商证券股份有限 | | 中信证券华南股份 | | | | | | | 公司上海梅花路证 | | 有限公司广东分公 | | | | | | | 券营业部 | | Ta | | 2025-12-16 | 300687 | 赛意信息 | 18.20 | 27.00 | 491.40 国投证券股份有限 | | 中信证券华南股份 | | | | | | | 公司广州珠江东路 | | 有限公司广东分公 | | | ...

Core Insights - The company, Saiyi Information, has received national approval for its project on intelligent scheduling software, marking a significant recognition in the field of intelligent manufacturing [1] - The project aligns with national strategies for digital transformation in manufacturing and aims to address industry pain points such as design change response delays and production execution disconnection [2] Group 1 - The project is set to run from November 2025 to December 2029, indicating a long-term commitment to advancing core technologies in intelligent manufacturing [1] - The company has been recognized as a leader in the MES market for the fourth consecutive year, achieving top market shares in various sectors including photovoltaic and home appliances [2] - The company has established a strong customer base, serving over 3,000 enterprises, with a project delivery success rate exceeding 98% for three consecutive years [3] Group 2 - The company is positioned as a key player in the integration of AI technologies within manufacturing scenarios, utilizing a comprehensive self-developed system for AI applications [3] - The company has been acknowledged as a leader in the industrial AI sector, which supports its ongoing development of next-generation intelligent solutions [2] - The company aims to deepen its penetration in key industries, assisting more manufacturing enterprises in their digital transformation and intelligent upgrades [3]

Group 1 - Anbotong plans to issue H-shares and list on the Hong Kong Stock Exchange, with the board authorizing management to start preparations within 12 months [1] - Xiangsheng Medical proposes a cash dividend of 3 yuan per 10 shares for the first three quarters of 2025 [2] - Junshi Biosciences receives FDA approval for clinical trials of JS212, a dual-specific antibody-drug conjugate for treating advanced solid tumors [3] Group 2 - Zhonghuan Environmental plans to raise up to 300 million yuan by issuing shares to a specific entity, with funds allocated for working capital and bank loan repayment [4] - Guao Technology announces a change in actual control to Xu Yinghui, with stock resuming trading on December 15 [5] - Jiaze New Energy intends to invest approximately 3.557 billion yuan in a green hydrogen and methanol project in Heilongjiang [6] Group 3 - Shanghai Airport reports a 15.47% year-on-year increase in passenger throughput at Pudong International Airport for November [7] - Innovent Biologics achieves primary endpoint in a Phase IIb study of Obinutuzumab for systemic lupus erythematosus, with plans for a Phase III trial [8] - Saiyi Information leads a national major science and technology project on intelligent manufacturing systems and robotics [9] Group 4 - Yipin Hong's Qinxing Qingjie oral solution is approved as a national second-level protected traditional Chinese medicine [10] - Yipin Hong's stake in US-based Arthrosi Therapeutics is set to be acquired by Sobi for a total of up to 950 million USD [11] - Pudong Jinqiao announces the resignation of Chairman Wang Ying due to job transfer [12] Group 5 - Jiaze New Energy plans to invest in two wind power projects with a total estimated investment of approximately 2.366 billion yuan [13] - Jinpan Technology receives approval from the CSRC for issuing convertible bonds to unspecified investors [14] - Zoli Pharmaceutical intends to acquire a multi-trace element injection asset group for 356 million yuan [15] Group 6 - Jiuan Medical's US subsidiary receives pre-market notification from the FDA for multiple testing products [16][17] - Changfei Optical Fiber's subsidiary plans to participate in establishing an investment fund with a total subscription amount of 830 million yuan [18] - Chenfeng Technology's shareholder plans to reduce holdings by up to 3% of the company's shares [19][20][21][22]

Corporate Changes - Wang Ying, the chairman of Pudong Jinqiao, has resigned due to work transfer [2] - Xu Yinghui has become the new actual controller of Gu Ao Technology after a voting rights entrustment agreement [4][5] Profit Distribution - Xiangsheng Medical plans to distribute a cash dividend of 3 yuan per 10 shares for the first three quarters of 2025 [3] Investment Projects - Jiaze New Energy intends to invest approximately 3.557 billion yuan in a green hydrogen and methanol co-production project in Jixi City, Heilongjiang Province [6] - Longfei Optical Fiber's subsidiary plans to participate in establishing an investment fund with a total subscription amount of 830 million yuan [11] Financing Activities - Jinpan Technology has received approval from the China Securities Regulatory Commission to issue convertible bonds to unspecified investors [7] Acquisitions - Zoli Pharmaceutical has signed an agreement to acquire a multi-trace element injection asset group from Future Medicine for a total price of 356 million yuan [8] Product Approvals - Nine安 Medical's U.S. subsidiary has received pre-market notifications from the FDA for its multi-detection kits for various viruses [9] National Projects - Saiyi Information has been approved to lead a national major science and technology project focused on intelligent manufacturing systems and robotics [10]