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调研速递|江苏润和软件接受嘉实基金等34家机构调研 聚焦AI与业务布局要点

Group 1 - The event on September 22 involved Jiangsu Runhe Software Co., Ltd. and was attended by 34 participants from institutions such as Shenzhen Stock Exchange, Harvest Fund, Ping An Securities, and Galaxy Securities [1][2] - The company emphasized the importance of embracing AI technology and finding the right positioning within the industry, focusing on financial services to enhance operational efficiency [3] - Runhe Software's traditional strengths lie in financial technology, electric power, and smart terminals, with recent expansions into energy and transportation sectors, indicating a shift towards foundational software solutions [3] Group 2 - The company's AI business has evolved in two phases, starting from machine vision applications in 2021 to generative AI expansion in 2023, presenting opportunities in the current reasoning market [3] - The company maintains that its innovative business does not compete with traditional technical services, suggesting that AI development can enhance traditional operations [3] - The reception process adhered strictly to regulations, ensuring no information leakage occurred, and the company signed a commitment letter as required by the Shenzhen Stock Exchange [3]