南财智讯2月2日电，通达海在投资者关系活动中表示，公司海睿法律大模型是以国内通用的开源大模型 为基座，再结合不同应用场景和数据进行优化、训练；目前已在多地与法律相关部门联合建立实验室， 持续训练、优化、迭代升级法律大模型，多数实验室需公司自带算力，因此成本较高。 ...

通达海 法律意见书 2026 年第一次临时股东会的法律意见书 南京通达海科技股份有限公司： 根据《中华人民共和国公司法》、《中华人民共和国证券法》和中国证监会 《上市公司股东会规则》等法律、法规和规范性文件以及《公司章程》的规定， 本所受贵公司董事会的委托，指派本律师出席贵公司 2026 年第一次临时股东会， 并就本次股东会的召集、召开程序、出席会议人员资格、召集人资格、表决程序 以及表决结果的合法有效性等事项出具法律意见。 为出具本法律意见书，本律师对本次股东会所涉及的有关事项进行了审查， 查阅了本律师认为出具法律意见所必须查阅的文件，并对有关问题进行了必要的 核查和验证。 本律师同意将本法律意见书随贵公司本次股东会决议一并公告，并依法对本 法律意见书承担相应的责任。 本律师根据相关法律、法规和规范性文件的要求，按照律师行业公认的业务 标准、道德规范和勤勉尽责精神，出具法律意见如下： 一、关于本次股东会的召集、召开程序 1、本次股东会由董事会召集。2026 年 1 月 15 日，贵公司召开第二届董事 会第二十四次会议，决定于 2026 年 2 月 2 日 15：00 召开 2026 年第一次临时股 东会。2 ...

证券代码：301378 证券简称：通达海 公告编号：2026-008 南京通达海科技股份有限公司 2026 年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露内容的真实、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.本次股东会无否决议案的情形； 2.本次股东会不涉及变更以往股东会决议情形。 一、会议召开情况及出席情况 （一）会议召开情况 1.现场会议召开时间：2026 年 2 月 2 日（星期一）15:00 2.现场会议召开地点：南京市鼓楼区丽地路 1 号 2 号楼 1 层会议室 3.会议召开方式：本次股东会采取现场投票与网络投票相结合的方式。 4.网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间 为：2026 年 2 月 2 日 9:15-9:25、9:30-11:30 和 13:00-15:00；通过深圳证券交 易所互联网投票系统投票的具体时间为：2026 年 2 月 2 日 9:15-15:00 期间的任 意时间。 5.会议召集人：公司董事会 （二）会议出席情况 1.参加本次股东会现场会议和网络投票表决的股东及股东代表共 55 人，合 计 持 有 公 司 ...

证券代码：301378 证券简称：通达海 南京通达海科技股份有限公司 投资者关系活动记录表 编号：2026-001 投资者关 系活动类 别 特定对象调研 □分析师会议 □媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位 名称及人 员姓名 付康、黄翠 时间 2026 年 2 月 2 日 地点 南京市鼓楼区丽地路 1 号通达海 2 号楼一层会议室 上市公司 接待人员 姓名 总经理、董事长 郑建国 副总经理、董事会秘书 张思必 投资者关 系活动主 要内容介 绍 本次交流主要问题及回复如下： 1.公司与 AI 应用相关，属于比较有前景的赛道，想问下公 司的经营战略是怎样的？ 答：公司上市之前，业务主要集中在法院信息化领域，用户主 要是法院。公司上市之后的这两年多时间里，人工智能大模型发展 迅猛，其长文本处理能力正好与法律领域文本为主和严谨的特征 高度契合，法律是目前人工智能技术较为适合的应用场景之一。因 此，公司也在积极推进"AI+法律"战略，围绕立法、执法、司法、 守法、公共法律服务等领域，将 AI 赋能于公安、政法委、司法行 政、仲裁、纪委监委等法律相关部门，扩展法律科技应用场景。 公安是与法 ...

证券之星消息，2月2日软件开发板块较上一交易日下跌2.76%，星环科技领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301378 | 通达海 | 44.50 | 12.63% | 15.80万 | | 26659 | | 300311 | ST任子行 | 4.98 | 3.97% | 36.29万 | | 1.84亿 | | 300369 | 绿盟科技 | 8.38 | 3.46% | 63.37万 | | 5.35亿 | | 300766 | 每日互动 | 43.49 | 2.89% | - 47.65万 | | 20.83亿 | | 300377 | 赢时胜 | 21.46 | 2.63% | 59.30万 | | 12.78亿 | | 301162 | 国能日新 | 67.48 | 2.60% | 3.60万 | | 2.47亿 | | ...

【国联民生计算机】1月金股【宏景科技】涨幅70%‼2月金股【通达海】 通达海：打造 AI 时代司法的"Wind" 打造AI时代的"司法界Wind"，百亿市场开启业务跃迁核心拐点。 大模型带来法律科技革命法律行业正面临"高专业判断+高信息负荷"的痛点，公司对标Wind终端模式，通过"海 睿"大模型重塑法律生产力。 根据我们的测算，随着产品渗透率从早期的8%-25%提 【国联民生计算机】1月金股【宏景科技】涨幅70%‼2月金股【通达海】 通达海：打造 AI 时代司法的"Wind" 打造AI时代的"司法界Wind"，百亿市场开启业务跃迁核心拐点。 大模型带来法律科技革命法律行业正面临"高专业判断+高信息负荷"的痛点，公司对标Wind终端模式，通过"海 睿"大模型重塑法律生产力。 根据我们的测算，随着产品渗透率从早期的8%-25%提升至长期的18%-45%，预计B端业务在长期有望撬动超过47 亿元的潜在市场规模（基于长期14.4万活跃付费用户测算）。 HarveyAI 开启法律科技"黄金时代"，通达海独占更强"数据特权"。 区别于普通AI厂商，公司拥有基于G端数十年沉淀的1.4亿+标准化文书案例与司法知识图谱，这构成 ...

| 600315 | 上海家化 | 华泰证券 | 深入 | 33.34 | 59.37 | | --- | --- | --- | --- | --- | --- | | 601390 | 中国中铁 | 国泰海通证券 | 增持 | 9.07 | 59.12 | | 688319 | 欧林生物 | 中信建投证券 | 深入 | 37.48 | 55.58 | | 002497 | 雅化集团 | 东吴证券 | 派 | 38.00 | 53.85 | | 603688 | 石英股份 | 中信证券 | 买人 | 61.00 | 53.38 | | ୧୫୫୧୮୪ | 海目屋 | 国泰海通证券 | 増持 | 88.22 | 52.63 | | 603185 | 弘元绿能 | 国投证券 | 深入 | 42.00 | 51.08 | | 003010 | 若羽臣 | 华泰证券 | 増持 | 56.64 | 49.84 | | 600436 | 片仔癢 | 中国国际金融 | 跑赢行业 | 240.00 | 49.63 | | | | 日期: 01月26日至02月01日, 南财投研通×21快讯制图 | | | | | | | 20 ...

Group 1 - The market is currently experiencing a trend of upward movement followed by narrow fluctuations, with volatility initially rising and then declining, indicating a need for digestion of previous gains [1] - The ETF outflows, particularly from the CSI 300, have put pressure on broad indices, with large-cap stocks underperforming compared to small-cap stocks [1] - There is an acceleration in thematic rotation, with some themes experiencing sharp rises and subsequent pullbacks, suggesting a short-term advantage for small-cap and growth stocks, but a need for rebalancing in the future [1] Group 2 - The gold stock recommendation logic for February 2026 includes companies benefiting from AI upgrades, solid growth in nickel powder business, and strong positions in the photovoltaic and alloy powder sectors [17] - Specific companies highlighted include BQX New Materials, which is expected to see rapid growth due to a significant expansion in production capacity and strong demand from major clients [17] - Industrial Fulian is noted for its deep integration with leading clients in the AI server market, with expectations of maintaining high growth rates due to its comprehensive supply chain capabilities [17] Group 3 - Financial data for the recommended stocks shows significant expected growth in earnings per share (EPS) for companies like BQX New Materials and Industrial Fulian, with projected EPS increasing from 0.33 to 2.09 and from 1.17 to 3.27 respectively from 2024 to 2026 [19] - The price-to-earnings (PE) ratios for these companies are also projected to decrease significantly, indicating potential for upward valuation adjustments [19] - Tencent Holdings is expected to see strong growth in advertising revenue and new game releases, contributing to its overall performance in 2026 [18]

格隆汇1月29日丨通达海(301378.SZ)公布，预计2025年归属于上市公司股东的净利润-13,500万元 ～-9,000万元，比上年同期下降168.25%～78.83%，扣除非经常性损益后的净利润-14,500万元～-10,000 万元。 报告期内，公司营业收入有所下降，主要系法院客户对信息化建设的投入出现下调，与原有项目推迟、 新增采购需求延后共同影响所致，尤其是应用软件开发类业务受影响较大。 ...

Group 1 - Zhejiang Wenchuang Internet focuses on digital marketing and cultural technology, integrating AI into smart marketing and digital content creation, enhancing brand marketing digital transformation across various industries [1][17] - Saiwu Technology collaborates with Suzhou University to establish the AI4S laboratory, creating a closed loop of "AI screening - process optimization - mass production," significantly increasing revenue in related businesses [1][18] - Huashi Technology strategically invests in Yuchuang Robotics, applying AI in various scenarios such as airport monitoring and risk warning, providing intelligent solutions for smart cities [1][19] Group 2 - Yidian Tianxia leverages AI for global smart marketing, developing a full-chain solution that includes multi-language digital content generation and intelligent ad optimization [2][18] - Tongda Hai builds a comprehensive legal knowledge graph using vast legal data, enhancing judicial efficiency through its self-developed AI platform [2][19] - Sanwei Communication's subsidiary, Juwang Technology, utilizes AI for advertising material generation and optimization, significantly improving marketing efficiency [2][19] Group 3 - BlueFocus is a leader in AI marketing, applying AI across the entire marketing chain, including creative generation and effect analysis, to drive digital transformation in the marketing industry [3][19] - Huashu Media actively promotes AI integration in broadcasting, enhancing user experience through smart content recommendations and network optimization [3][20] - Subot constructs a cross-disciplinary platform for material and intelligent mechanics, driving high-end material development and optimizing production processes [3][20] Group 4 - Shiji Tianhong integrates AI into education, enhancing digital transformation in educational support services through intelligent systems [4][20] - Hongbo Pharmaceutical's AI drug design platform focuses on cyclic peptide drug development, significantly improving drug design efficiency and accuracy [5][21] - Tianlong Group's self-developed platform empowers digital marketing across various industries, enhancing customer acquisition and conversion rates [5][21] Group 5 - Yanshan Technology integrates AI into internet services and supply chain management, optimizing marketing and operational efficiency [6][22] - ChaoTu Software merges AI with GIS, enabling intelligent spatial data processing and analysis for smart city applications [6][22] - Heren Technology focuses on smart healthcare, developing AI systems to assist medical personnel and improve operational efficiency [6][23] Group 6 - Youzu Network applies AI throughout game development and operation, enhancing player engagement and experience [6][23] - Jinka Intelligent integrates AI into gas metering, improving management efficiency and safety in gas supply [7][24] - Liard incorporates AI into display technology, optimizing visual experiences and expanding applications in smart displays [7][24] Group 7 - Guanshang Technology focuses on military equipment lifecycle management using AI for fault diagnosis and training simulation [7][25] - Zhidema applies AI in consumer decision-making and e-commerce marketing, enhancing product recommendations and marketing strategies [7][25] - Runda Medical enhances laboratory testing processes with AI, improving detection accuracy and efficiency [7][25] Group 8 - Tiandi Online specializes in digital marketing, utilizing AI for user profiling and intelligent ad targeting [8][26] - Qianfang Technology focuses on smart transportation, developing AI systems for traffic management and vehicle recognition [8][26] - Jiaxun Feihong integrates AI into communication and rail transit, enhancing operational efficiency and safety [8][26] Group 9 - Jiadu Technology applies AI in smart city and rail transit, enhancing safety monitoring and automation [8][27] - Jiuzhoutong empowers pharmaceutical supply chains with AI for demand forecasting and inventory management [8][27] - Weining Health focuses on comprehensive smart healthcare solutions, enhancing operational efficiency and cost control [8][27] Group 10 - Dianke Digital strengthens IT service capabilities with AI, focusing on data center operations and security [8][28] - Guangting Information specializes in intelligent connected vehicles, developing AI systems for driving assistance and data governance [8][28] - Rongxin Culture integrates AI into children's publishing, enhancing reading experiences and content creation [8][29] Group 11 - Zhaochi Co. introduces AI in consumer electronics and lighting, optimizing product performance and supply chain management [8][29] - Jinxiandai focuses on industrial software, enhancing digital transformation through AI-assisted development and operations [8][30] - Huatu Shanding integrates AI into architectural design, improving efficiency and precision in building projects [8][30] Group 12 - Lakala enhances payment services with AI, improving transaction security and merchant support [8][30] - Yingjianke focuses on building design software, utilizing AI for structural optimization and efficiency [8][30] - Borui Communication empowers media and digital culture with AI, enhancing content delivery and user engagement [8][31] Group 13 - Haoyun Technology enhances security IoT with AI, providing risk assessment and decision support [8][31] - Shenguang Group leverages AI for digital marketing, optimizing user targeting and ad performance [8][31] - Oriental Pearl actively promotes AI in broadcasting, enhancing content production and user experience [8][31] Group 14 - Zhizhen Technology focuses on IT operations in communication and government sectors, utilizing AI for efficient management [8][32]