Sinosoft(SH:603927) Ge Long Hui·2025-12-23 09:56Core Viewpoint - Zhongke Soft (603927.SH) focuses on integrating AI capabilities with industry scenarios, leveraging nearly 30 years of experience in industry application software, particularly in insurance and healthcare sectors, to transition from traditional "recording software" to "constraint software" in the AI era [1] Group 1: AI Integration and Industry Position - The company emphasizes its deep understanding and governance of data as a core competitive advantage in the B-end AI implementation [1] - Zhongke Soft has developed a multi-source heterogeneous data management system based on blueprint data structure, enabling the rapid construction of high-quality datasets that enhance vertical AIGC model performance [1] - The company aims to evolve from a "software code provider" to a "provider of industry intelligent decision-making capabilities," assisting B-end clients in achieving the final mile of large model technology implementation [1] Group 2: Technological Infrastructure and Applications - Zhongke Soft's core platform, MaaS, serves as an intelligent hub connecting computing power scheduling, data governance, model training, and real-time inference [1] - The company is developing intelligent agents for specific areas such as underwriting, claims, and risk control, facilitating a shift from passive record-keeping to proactive management and operational scheduling [1] - The company has established patents and standards around blockchain data architecture and privacy protection, successfully assisting clients in applying blockchain products and technologies in reinsurance transactions [1]