融券方面，杰创智能1月22日融券偿还400.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量1.00万股，融券余额50.50万元，超过近一年90%分位水平，处于高位。 1月22日，杰创智能跌0.98%，成交额4.85亿元。两融数据显示，当日杰创智能获融资买入额3124.47万 元，融资偿还2950.27万元，融资净买入174.20万元。截至1月22日，杰创智能融资融券余额合计3.20亿 元。 融资方面，杰创智能当日融资买入3124.47万元。当前融资余额3.20亿元，占流通市值的4.12%，融资余 额超过近一年90%分位水平，处于高位。 责任编辑：小浪快报 截至11月28日，杰创智能股东户数1.71万，较上期减少9.03%；人均流通股6560股，较上期增加 21.56%。2025年1月-9月，杰创智能实现营业收入5.99亿元，同比增长30.73%；归母净利润2277.21万 元，同比增长138.96%。 分红方面，杰创智能A股上市后累计派现5927.59万元。近三年，累计派现3878.19万元。 资料显示，杰创智能科技股份有限公司位于广东省广州市黄埔区瑞祥路88号，成立日期2008 ...

Group 1 - The article discusses the recent financial performance of a leading technology company, highlighting a revenue increase of 15% year-over-year, reaching $50 billion [1] - The company has reported a significant rise in net income, which surged to $10 billion, reflecting a 20% increase compared to the previous year [1] - The growth is attributed to strong demand for its cloud services and innovative product offerings, which have expanded its market share [1] Group 2 - The article notes that the company's stock price has appreciated by 25% over the last six months, outperforming the broader market index [1] - Analysts predict continued growth, estimating that the company will achieve a revenue target of $60 billion in the next fiscal year [1] - The company is also investing heavily in research and development, allocating $5 billion to enhance its technological capabilities and product lineup [1]

● 本报记者 武卫红 打造两大新增长曲线 当前，全球科技革命加速演化，人工智能成为重塑产业格局的关键力量。杰创智能专注于人工智能产品 的研发与制造，构建了覆盖AI基础设施与"AI+"行业应用的全栈技术体系，持续推进"AI+云计 算"和"AI+安全"两大高增长业务。 孙超表示，近年来，公司坚定推进"AI+"转型升级，在技术研发和产品落地方面取得了突破性进展。 在"AI+云计算"业务方面，杰创智能持续投入云计算产品和智能算力硬件产品的研发，大力拓展智算云 服务与算力集群建设，扩大智算云业务规模，深化与互联网生态伙伴的合作。2025年，"AI+云计算"业 务完成"0到1"的孵化验证阶段，进入"1到10"的拓展阶段，公司创新推出AI大模型一体机、桌面云、智 算平台等系列产品，带动相关业务收入快速增长。 在"AI+安全"业务方面，公司创新推出一系列产品，相关业务收入实现爆发式增长。记者在现场看到， 依托自研导航技术、智能识别技术与电磁网捕技术，AI巡防网捕机器狗能够智能识别异常目标，并精 准进行网捕，为商圈、活动现场、园区等场景安全需求提供高效保障。未来公司将探索更多应用场景， 实现在更多行业和领域的应用。 深化"AI ...

● 本报记者武卫红 2025年，杰创智能（301248）全面推进"AI+"战略并取得积极进展。日前，公司发布一系列全场景AI新 产品，再次引发关注。杰创智能董事长孙超表示，"十五五"时期，公司将持续深耕人工智能赛道，坚定 推进"AI+"战略，以硬核技术赋能千行百业，为数字经济高质量发展注入更多动能。 全场景AI新产品亮相 1月14日，杰创智能在广州举办主题为"'十五五'周期下的中国经济与产业机遇"的研讨会。在此次研讨 会上，杰创智能围绕AI基础设施与"AI+安全"两大核心领域，全面展示其AI技术落地的解决方案。 打造两大新增长曲线 当前，全球科技革命加速演化，人工智能成为重塑产业格局的关键力量。杰创智能专注于人工智能产品 的研发与制造，构建了覆盖AI基础设施与"AI+"行业应用的全栈技术体系，持续推进"AI+云计 算"和"AI+安全"两大高增长业务。 孙超表示，近年来，公司坚定推进"AI+"转型升级，在技术研发和产品落地方面取得了突破性进展。 在"AI+云计算"业务方面，杰创智能持续投入云计算产品和智能算力硬件产品的研发，大力拓展智算云 服务与算力集群建设，扩大智算云业务规模，深化与互联网生态伙伴的合作。20 ...

Investment Rating - The report gives a "Positive" rating for the computer industry, expecting the industry index to outperform the market index by over 5% in the next six months [33]. Core Insights - The computer industry index rose by 3.82% from January 12 to January 16, outperforming the CSI 300 index by 4.39 percentage points, making it the top-performing sector among other industries [2][11]. - Key stocks that performed well include Tongda Hai with a 39.73% increase, Haohan Deep with a 30.57% increase, and Jiechuang Intelligent with a 28.95% increase. Conversely, *ST Lifang saw a decline of 33.66%, followed by Aerospace Information at -14.46% and Haixia Innovation at -13.40% [14][15]. - Significant developments include the announcement of the integration of Qianwen App into Alibaba's ecosystem, enabling AI-driven services for tasks like ordering food and booking flights [3][31]. Market Performance - The computer industry has a total of 335 listed companies, with 234 companies seeing a rise, accounting for 69.85% of the sector [14]. - The report highlights the performance of individual stocks, with notable gains and losses during the specified period [15]. Recent Developments - Elon Musk announced the open-sourcing of the latest recommendation algorithm for X, promising updates every four weeks [3]. - Apple and Google have entered a partnership where Google's Gemini will support Apple's AI initiatives, with Apple expected to pay around $1 billion annually for this technology [18][19]. - Meta's CEO Mark Zuckerberg announced the Meta Compute initiative, aiming to build a GW-level AI infrastructure over the next decade [21][22]. - The U.S. has relaxed export controls on NVIDIA's H200 chips to China, which is expected to restart shipments to Chinese customers [24].

Core Viewpoint - The A-share market has seen a strong performance in smart grid stocks, driven by significant investment announcements from major state-owned power companies, indicating a robust growth outlook for the sector [1] Group 1: Market Performance - Several smart grid stocks have experienced notable gains, with Hanlan Co. and Guangdian Electric hitting the daily limit up, while Huazi Technology and Jinxianda rose over 9% [1] - The total investment in the smart grid sector during the 14th Five-Year Plan period is projected to reach approximately 5 trillion yuan, significantly higher than previous periods [1] Group 2: Investment Announcements - The State Grid has announced a total fixed asset investment of 4 trillion yuan for the 15th Five-Year Plan period (2026-2030), representing a 40% increase compared to the 14th Five-Year Plan [1] - Southern Power Grid is expected to invest around 1 trillion yuan during the same period, with a total investment estimate of approximately 1.8 trillion yuan for the Southern Power Grid [1] Group 3: Stock Performance Data - Hanlan Co. (002498) has a market cap of 19.3 billion yuan and a year-to-date increase of 51.70% [2] - Guangdian Electric (601616) has a market cap of 5.199 billion yuan and a year-to-date increase of 57.77% [2] - Huazi Technology (300490) has a market cap of 5.845 billion yuan and a year-to-date increase of 22.27% [2]

Group 1 - The core point of the news is that Jiechuang Intelligent Technology Co., Ltd. has won a bid for a project from the Ministry of Industry and Information Technology, with a bid amount of 6.0888 million yuan [1][2][3] Group 2 - Jiechuang Intelligent (301248.SZ) reported a revenue of 644 million yuan in 2024, with a revenue growth rate of -24.47% and a net profit attributable to the parent company of -80 million yuan, reflecting a net profit growth rate of -1308.05% [2][3] - In the first half of 2025, the company achieved a revenue of 316 million yuan, with a revenue growth rate of 3.25% and a net profit attributable to the parent company of 19 million yuan, indicating a net profit growth rate of 156.60% [2][3] - The company operates in the information technology industry, with its main product types being system integration services (88.94%), technical services (5.98%), product sales (4.53%), and others (0.55%) as of the 2024 report [2][3]

Market Overview - The IT services sector experienced a decline of 1.27% on January 19, with Yanshan Technology leading the drop [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Top Performers in IT Services - Langxin Technology (300682) saw a closing price of 19.26, with a significant increase of 7.36% and a trading volume of 816,700 shares, amounting to 1.563 billion yuan [1] - Huina Technology (300609) closed at 45.56, up 6.00%, with a trading volume of 174,700 shares, totaling 805 million yuan [1] - Jiechuang Intelligent (301248) closed at 49.49, up 5.91%, with a trading volume of 156,700 shares, amounting to 764 million yuan [1] Underperformers in IT Services - Ruosheng Technology (002195) experienced a significant drop of 9.93%, closing at 9.62, with a trading volume of 16.73 million shares, totaling 1.6345 billion yuan [2] - ST Saiwei (300044) closed at 5.40, down 8.16%, with a trading volume of 883,400 shares, amounting to 497 million yuan [2] - Huasheng Tiancai (600410) saw a decline of 7.55%, closing at 20.33, with a trading volume of 2.6993 million shares, totaling 5.515 billion yuan [2] Capital Flow in IT Services - The IT services sector experienced a net outflow of 4.973 billion yuan from institutional investors, while retail investors saw a net inflow of 3.896 billion yuan [2] - The sector also recorded a net inflow of 1.077 billion yuan from speculative funds [2] Individual Stock Capital Flow - Zimi Co. (000938) had a net inflow of 428 million yuan from institutional investors, but a net outflow of 1.91 billion yuan from speculative funds [3] - Langxin Technology (300682) reported a net inflow of 111 million yuan from institutional investors, with outflows from both speculative and retail investors [3] - Nanjing Digital (301638) saw a net inflow of 53.01 million yuan from institutional investors, while experiencing outflows from speculative and retail investors [3]

Group 1 - The seminar hosted by Jiechuang Intelligent focused on opportunities in the Chinese economy and industry during the "14th Five-Year Plan" period, highlighting the company's new AI products such as the "Changqing Cloud" liquid-cooled intelligent computing integrated machine and the dual-launch electromagnetic net catcher [1] - Economic scholar Ma Guangyuan emphasized China's advantages in the global AI application field, advocating for the integration of AI with strategic industries like new energy and materials to create new growth drivers [1] - Jiechuang Intelligent's Chairman Sun Chao stated the company's commitment to advancing its "AI+" transformation by 2025, aiming for breakthroughs in technology research and product implementation [1] Group 2 - Jiechuang Intelligent's Senior Vice President Zhao Jie introduced the "Changqing Cloud" AI infrastructure and the "Zhang Anxing" AI security solutions, addressing common challenges in AI deployment such as computing power dependency and long development cycles [2] - The "Changqing Cloud" launched a "Diverse Computing Infra" solution to create a complete closed-loop from underlying computing power to upper-level applications, providing a one-stop solution for enterprises [2] - The new generation of the full-stack AI application development platform allows for easy AI assistant development without coding, converting knowledge from documents into conversational AI capabilities [2] Group 3 - The "Zhang Anxing" brand under Jiechuang Intelligent has developed a comprehensive AI security system covering various scenarios such as ground patrols and low-altitude defense [3] - The newly launched dual-launch electromagnetic net catcher has improved its capacity from one to two rounds and increased its range from 10 meters to 12 meters, enhancing its effectiveness in emergency situations across various sectors [3] - Jiechuang Intelligent also introduced an AI patrol net-catching robotic dog, capable of autonomous patrols and intelligent target identification, significantly reducing enforcement risks [3]

Core Viewpoint - The smart grid sector is experiencing strong performance, with several companies leading the market, showcasing advancements in technology and solutions for smart grid applications. Company Summaries - **Senyuan Electric (002358.SZ)**: Latest stock price: 6.45 CNY, daily increase: 10.07%. A leading provider of intelligent power equipment solutions, offering products like smart high and low voltage switchgear and smart substation automation systems with features such as status monitoring and remote control [1]. - **Hancable Co., Ltd. (002498.SZ)**: Latest stock price: 8.46 CNY, daily increase: 10.10%. Notable for its technological advantages in high and ultra-high voltage cross-linked cables, providing online monitoring solutions for smart substations, essential for the safe and stable operation of smart grids [2]. - **Electric Power Research Institute (300215.SZ)**: Latest stock price: 8.16 CNY. A national independent third-party comprehensive electrical testing organization, covering critical areas such as ultra-high voltage transmission and transformation equipment and smart grid devices [3]. - **Jicheng Electronics (002339.SZ)**: Latest stock price: 10.36 CNY, daily increase: 20.00%. A leading provider of overall solutions for smart grids, with a product line covering all aspects of generation, transmission, transformation, distribution, usage, and dispatch, featuring automated systems for fault diagnosis and self-healing [4]. - **Guangdian Electric (601616.SH)**: Latest stock price: 10.10 CNY, daily increase: 10.10%. Focused on smart transmission and distribution equipment for 40.5KV and below, integrating smart monitoring functions to meet the automation needs of smart grid distribution networks [5]. - **Hongsheng Huayuan (601096.SH)**: Latest stock price: 4.58 CNY, daily increase: 10.59%. Develops smart energy management systems, enabling real-time cloud monitoring of substation equipment through smart gateways and utilizing AI technology to optimize energy structures [6]. - **Siyuan Electric (002028.SZ)**: Latest stock price: 185.90 CNY, daily increase: 10.02%. Manufacturer with capabilities in research and production of primary and secondary equipment for power systems, covering five major categories of smart grid business including reactive power compensation and digital substations [7]. - **Xigao Institute (688334.SH)**: Latest stock price: 25.06 CNY, daily increase: 19.50%. A leader in testing for ultra-high voltage, focusing on the construction of smart grids and providing inspection, testing, certification, and technical services for key equipment like high voltage switches and transformers [8]. - **New Wind Light (688663.SH)**: Latest stock price: 55.00 CNY, daily increase: 15.55%. Offers high voltage dynamic reactive power compensation devices (SVG) and energy storage PCS products for smart grid projects, enhancing grid stability and power quality [9]. - **Hongxiang Co., Ltd. (300427.SZ)**: Latest stock price: 15.62 CNY, daily increase: 10.78%. Engages in providing power detection and monitoring equipment to ensure grid safety, along with secondary fusion switch devices and distribution automation terminals for smart distribution networks [10]. - **Wansheng Intelligent (300882.SZ)**: Latest stock price: 24.90 CNY, daily increase: 8.07%. Focuses on the power distribution industry, specializing in smart meters and electricity information collection systems, essential components of the smart grid usage segment [11]. - **Yubang Electric (688597.SH)**: Latest stock price: 9.93 CNY, daily increase: 7.70%. A key supplier for national smart grid and power IoT, providing smart meters, collection terminals, and intelligent inspection services, covering the entire chain of "source, network, load, storage, intelligence" [11]. - **Hualing Cable (001208.SZ)**: Latest stock price: 25.44 CNY, daily increase: 7.12%. A domestic special cable manufacturer responding to national smart grid construction, maintaining good business relationships with State Grid and Southern Grid [13]. - **Baiyun Electric (603861.SH)**: Latest stock price: 14.60 CNY, daily increase: 6.96%. A comprehensive service provider for power energy, increasing investment in "secondary" intelligent technology to offer green and intelligent transmission and distribution products and system solutions [14]. - **Jiechuang Intelligent (301248.SZ)**: Latest stock price: 66.73 CNY. Smart grid is part of the company's smart city business, providing intelligent solutions for Southern Grid and China General Nuclear Power, collaborating with various local grid units [15]. - **Changgao Electric New (002452.SZ)**: Latest stock price: 9.50 CNY, daily increase: 6.15%. A major manufacturer of high voltage isolating switches, widely used in smart grid transmission and distribution, recognized as an excellent supplier for State Grid and Southern Grid [16].