格隆汇12月23日丨宝信软件(600845.SH)在投资者互动平台表示，公司积极开展基础设施自主可控替代 工作，在服务器、终端操作系统方面与麒麟软件有合作。 ...

Group 1 - The global memory chip market is experiencing a significant price increase due to tight supply from DRAM manufacturers, impacting consumer electronics pricing [1][4] - Major smartphone manufacturers like Xiaomi, OPPO, and Honor have raised prices for new models by 100 to 600 yuan, with predictions of further price hikes in 2024 [1][3] - Xiaomi's president confirmed that the price of the Xiaomi 17 Ultra series will increase significantly due to rising memory costs, with estimates suggesting a 500 yuan increase to a starting price of 6999 yuan [1][3] Group 2 - The overall cost pressure in the electronics industry is severe and expected to persist for at least one to two years, leading to potential price increases for previously released products [3][4] - TrendForce forecasts a 30.9% increase in DRAM industry revenue in Q3 2025, with contract prices expected to rise by 45-50% in Q4 2025 [4] - Counterpoint Research predicts a 2.1% decline in global smartphone shipments in 2026 due to memory chip shortages and rising prices, with Apple and Samsung positioned to better withstand these challenges [5][7] Group 3 - The rising memory costs are forcing manufacturers to either increase product prices or reduce specifications, with a focus on optimizing product structure to mitigate losses [7][8] - PC manufacturers like Dell have already announced price increases of 10% to 30% for commercial PCs, with other brands likely to follow suit [8][9] - The DIY market is also affected, with some companies offering "no memory" options for custom builds due to skyrocketing memory prices [9][10] Group 4 - The decline in motherboard sales by 40% to 50% indicates a broader impact on the sales of CPUs and SSDs, as consumers are hesitant to purchase components amid rising prices [10] - The consensus within the industry suggests that a price increase across consumer electronics is inevitable, leading to a potential missed opportunity for consumers who delay purchases [11]

来源：科技日报 卢力媛 科技日报记者 王春 当前，元宇宙技术正加速从概念走向产业实践，成为驱动实体经济数字化转型的重要引擎。破解技术瓶 颈、构建协同生态，成为全球元宇宙产业高质量发展的关键命题。 在上海青瞳视觉科技有限公司（以下简称"青瞳视觉"），演员一个细微的肩部抖动被亚毫米级精度的光 学相机精准捕捉，这份数据将用于训练千里之外工厂里的人形机器人。 戴上VR眼镜，上海宝信软件股份有限公司（以下简称"宝信软件"）的技术专家正远程"走进"千里之外 的钢铁厂加热炉区。炉内温度、板坯位置、出炉时间等数据以三维可视化形式实时呈现在眼前。这套基 于工业元宇宙的远程监控系统，将设备故障处理时间从以往的半小时以上缩短到分钟级，更重要的是， 它正在将高危险性的工业场景转化为安全的数字实验场。 这是"2025元宇宙创新大会"上展示的上海元宇宙创新生态一角。近日，科技日报记者随大会企业集中采 访活动，走访上海多家元宇宙企业。从黄浦区的沉浸式体验到张江的硬件制造，从漕河泾的内容创作到 宝山的工业应用，一条以"硬技术"支撑"软场景"、以"虚能力"赋能"实产业"的清晰路径正在形成。 实现核心工具链自主化 元宇宙的虚实连接，离不开关键技 ...

（文章来源：证券日报） 证券日报网讯 12月22日，宝信软件在互动平台回答投资者提问时表示，公司股价波动受到宏观经济、 行业政策、市场情绪及资金供求等多重复杂因素的综合影响。公司始终秉持规范运作原则，严格履行信 息披露义务。公司将始终坚持聚焦主业，通过扎实做好生产经营、持续提升核心竞争力和内在价值来积 极应对，力争实现稳健发展，以切实的经营业绩回报广大投资者的信任。 ...

中国冶金报社 记者 吕林 刘加军 报道 图片由宝信软件提供 12月18日，由中国宝武钢铁集团有限公司、上海市经济和信息化委员会指导，上海宝信软件股份有限公司主办的2025年宝信软件科技 创新日暨"AI+制造"数字化转型研讨会在上海成功举办。会议以"协同创新·智能融合"为主题，围绕人工智能关键技术、典型应用场景 与落地路径展开深入交流，为业界提供了观察中国钢铁工业智能化进程的重要窗口。宝信软件在会上系统呈现了覆盖钢铁制造全流 程、全层次、全生命周期的数字化解决方案，勾勒出一幅以自主创新为底色、以协同融合为路径的"AI+制造"未来图景，清晰传递了 驱动钢铁工业新质生产力发展的"宝武方案"。 中国工程院院士、全国政协常委、上海市政协副主席、华东理工大学教授钱锋到会做《工业具身智能技术与系统——构建工业大脑， 发展新质生产力》报告。中国宝武钢铁集团有限公司副总经理费鹏，上海宝信软件股份有限公司党委书记、董事长田国兵，复旦大学 副校长周磊，上海市经济信息化委员会总工程师裘薇为会议致辞。上海宝信软件股份有限公司总裁、党委副书记王剑虎做答谢致辞。 会议由宝武工程科学家钱卫东主持。 钱锋在报告中指出，人工智能赋能制造业绝非一 ...

上海宝信软件股份有限公司 2025 年第三次临时股东会 会 议 资 料 2025 年 12 月 29 日 股东会会议资料 根据法律、法规和公司章程相关规定，为确保股东会的顺利召开，特 制定大会会议须知如下，望出席股东会的全体人员遵守执行。 一、股东会有关事宜具体由董事会秘书室负责。 二、股东会期间，董事会应以维护股东的合法权益，保证大会正常秩 序和议事效率为原则，认真履行法定职责。 三、股东凭有效证件出席股东会，并依法享有发言权、咨询权、表决 权等各项权利。 2025 年第三次临时股东会会议须知 四、股东如要求在大会发言，应在大会前向董事会秘书室报告，由董 事会秘书室负责安排。股东发言时，应首先报告其持有公司股份的数量， 每一名股东发言一般不超过两次，每次发言一般不超过 5 分钟。公司董事 会或经营管理人员应认真负责、有针对性地回答股东提出的问题，回答问 题的时间一般不超过 15 分钟。 五、本次大会采取记名方式投票表决。第 1、2 项为普通决议案，以 普通决议表决通过。现场表决前，推举两名股东代表参加计票、监票；表 决时，由律师、股东代表与监事代表共同负责计票、监票，将现场表决情 况与网络投票情况合并统计后 ...

Key Points - FTSE Russell announced changes to the FTSE China 50 Index, FTSE China A50 Index, FTSE China A150 Index, FTSE China A200 Index, and FTSE China A400 Index, effective after the market close on December 19, 2025 [2] - The State Council, led by Premier Li Qiang, held a meeting to arrange the implementation of the decisions from the Central Economic Work Conference, emphasizing the need for cross-departmental collaboration to ensure effective execution of economic policies [3] - The draft of the State-Owned Assets Law is set for initial review, aiming to enhance the management and supervision of state-owned assets, including regulations on management systems and reporting [4] - The National Internet Information Office and the China Securities Regulatory Commission have cracked down on accounts spreading rumors and illegal stock recommendations, highlighting the importance of maintaining market integrity [6] - The FTSE China A50 Index has included Luoyang Molybdenum and Sungrow Power, while excluding Jiangsu Bank and SF Express [7] - The Financial Regulatory Administration has solicited opinions on the draft Asset-Liability Management Measures for insurance companies, introducing new regulatory indicators to strengthen asset-liability management [8] - The National Development and Reform Commission has released the "Internet Platform Pricing Behavior Rules" to regulate pricing practices on online platforms and protect consumer rights [9] - The first L3 autonomous driving license was issued to Changan Automobile in Chongqing, marking a significant milestone in the domestic autonomous driving sector [10] - Moore Threads unveiled its new GPU architecture "Huagang" and two chips, enhancing computing power and energy efficiency [11] - China Shenhua announced a major acquisition plan involving the purchase of multiple energy assets for a total consideration of 133.598 billion yuan, making it the largest acquisition in A-share market history [12] - This week, three new stocks are available for subscription, with specific details on their issuance prices [13] - A total of 53 companies will have their restricted shares released this week, amounting to 21.032 billion shares and a total market value of 187.988 billion yuan [14] - The companies with the highest market value of released shares include Shouchuang Securities, Sany Heavy Energy, and Weidao Nano [15] - The companies with the highest percentage of released shares include Shouchuang Securities, Weidao Nano, and Sany Heavy Energy [16] - Various securities firms have provided insights on market trends, indicating a potential "cross-year-spring" market rally and emphasizing the importance of sectors related to cyclical recovery and AI computing power [18][19][20]

证券日报网讯12月19日，宝钢股份（600019）在互动平台回答投资者提问时表示，作为宝信软件 （600845）的股东，宝钢股份将充分尊重其作为上市公司的独立性，秉持市场化原则推进双方业务合 作，并严格在资本市场相关法律法规的框架内，切实履行股东的权利、义务与责任，支持宝信软件稳健 经营与长远发展。 ...

Core Insights - The application of artificial intelligence in the steel manufacturing sector is advancing towards a new stage of "full-process empowerment" [1][2] - Baosight Software serves as the core support and original technology source for China Baowu's digital transformation, offering comprehensive digital solutions that cover the entire lifecycle of steel manufacturing [1] - The integration of innovative methodologies, self-developed core technologies, and benchmark practices forms a strategic closed loop to address the challenges of implementing industrial intelligence [1] Group 1 - The paradigm of "AI+ manufacturing" integrates scene innovation, model empowerment, data value enhancement, computing power supply, and platform foundation, providing an advanced methodology for the complex application scenarios in the steel industry [1] - Baosight's fully autonomous industrial operating system has broken through long-standing technology barriers in key areas traditionally dominated by foreign entities, establishing a secure and reliable digital foundation for intelligence in heavy industries [1] Group 2 - The practical results showcased by managers and technical experts from Baosteel, New Steel Group, Chongqing Iron and Steel, and Fujian Sangang demonstrate that AI technology is now deeply embedded in the entire steel production chain, including intelligent optimization of the blast furnace process and predictive maintenance of key equipment [2] - "AI+ manufacturing" has transitioned from a concept to a tangible, quantifiable, and replicable tool for enhancing productivity in steel production [2]

12月9日，"昇腾CANN开源开放沙龙·上海站"成功举办。本次活动由华为技术有限公司主办，上海昇腾 人工智能生态创新中心（以下简称"创新中心"）、中国计算机学会上海活动中心承办，上海昇思生态创 新中心、上海市人工智能学会、上海市漕河泾新兴技术开发区发展总公司等单位共同协办。活动聚焦 CANN开源开放的技术路径与生态共建，吸引了众多华东地区的开发者、企业代表及专家学者积极参 与，现场交流氛围热烈，共同探讨算力技术的深度落地与产业融合。 共话开源生态，展望智能未来 中国计算机学会（CCF）上海副主席丁炎在开场致辞中表示，上海作为中国人工智能产业高地，展现出 强劲的创新活力与丰硕成果。他呼吁共同构建开源开放的AI基础软硬件体系，并建议以开发者为中 心，依托创新中心推动区域技术生态建设，为人工智能发展注入新动能。 中国计算机学会（CCF）上海副主席丁炎 华为上海战略与业务发展部部长董浩在致辞中指出，昇腾扎根上海以来，已联合300多家生态伙伴孵化 超1000个AI解决方案，培养5000余名开发者。他表示，昇腾将持续践行"硬件开放、软件开源、使能伙 伴、发展人才"战略，坚持全面开源开放，以开发者为中心加速创新。 华为上海 ...