Amarsoft(SZ:300380) Nan Fang Du Shi Bao·2025-11-27 06:56Core Viewpoint - Anshuo Information (300380.SZ) plans to raise 600 million yuan through a private placement to fund AI-based projects and upgrade its digital financial research center, amidst scrutiny over its low profitability and high inventory levels [1][3][4]. Group 1: Fundraising and Project Allocation - The company intends to raise 600 million yuan, with 353 million yuan allocated to the AI-based smart credit system, 71.93 million yuan for the risk digitalization platform, and 62.4 million yuan for upgrading the research center, while the remainder will supplement working capital [1][4][5]. - The total investment for the smart credit system is projected at 354.36 million yuan, while the digital financial research center upgrade is estimated at 62.4 million yuan [5]. Group 2: Response to Regulatory Scrutiny - In response to the Shenzhen Stock Exchange's inquiry regarding the necessity of the new research center, the company clarified that the project is an upgrade rather than a duplication, focusing on hardware and software improvements to support AI-driven applications [6][7]. - The company emphasized that the new research center will address issues such as outdated equipment and insufficient computing power, aiming to create a unified research platform that enhances operational efficiency [6]. Group 3: Financial Performance and Challenges - Anshuo Information reported net losses of 82.95 million yuan in 2022 and projected a gradual recovery, expecting a net profit of 653.61 million yuan in 2024 [8][10]. - The company has implemented workforce reductions to manage costs, which has improved operational efficiency despite previous challenges in project delivery due to macroeconomic factors [9][10]. Group 4: Historical Context and Market Perception - The company previously faced scrutiny for misleading capital operations related to its internet finance business, which led to significant regulatory penalties and a decline in stock price [11][12]. - Anshuo Information's stock price once soared to 400 yuan per share shortly after its IPO, driven by exaggerated claims about its business prospects, but later faced investigations that revealed the lack of substantial revenue from its purported internet finance operations [12].