HAND(SZ:300170) Zheng Quan Ri Bao Wang·2025-10-27 08:09Core Viewpoint - The company, Hand Information (300170), reports a gradual recovery in industry prosperity, supported by strong client relationships and stable business conditions [1] Industry Summary - The current industry sentiment is improving, with a notable increase in IT budgets, particularly in digitalization and AI applications, which are now integral to daily operations and business strategies [1] - State-owned enterprises are showing a significant upward trend in budget allocations due to business development needs and government policy encouragement [1] Company Summary - The company maintains a robust risk resistance capability and is confident in achieving its annual revenue and profit targets despite facing challenges [1] - There is a notable increase in demand for AI, with active business opportunities and order volumes, enhancing the company's confidence in its AI business segment [1] - Looking ahead to next year, advancements in domestic chips and computing power in the AI sector are expected to provide better cost and technical support, leading to improved industry conditions [1]