关于部分回购股份注销完成暨股份变动的公告 证券代码：300687 证券简称：赛意信息 公告编号：2025-065 广州赛意信息科技股份有限公司 关于部分回购股份注销完成暨股份变动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 1、广州赛意信息科技股份有限公司（以下简称"公司"）本次注销的回购股 份数量为 1,771,439 股，占注销前公司总股本的比例为 0.43%，回购注销金额为 人民币 29,881,877.93 元。本次注销完成后，公司总股本由 410,183,049 股变更 为 408,411,610 股。 2、经中国证券登记结算有限责任公司深圳分公司审核确认，公司本次回购股 份注销事宜已于 2025 年 7 月 31 日办理完成。 根据《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》等相关法 律法规规定，公司现就部分回购股份注销完成暨股份变动的情况公告如下： 一、回购股份的实施情况 1、公司于 2024 年 7 月 22 日召开第三届董事会第二十六次会议、第三届监事 会第二十三次会议，并于 2024 年 8 月 7 日召 ...

Core Insights - Huawei's Ascend segment has shown significant upward movement, indicating a positive trend in the company's performance and market perception [1] - Several companies, including Qidi Design, Tongda Hai, Saiyi Information, Jiecheng Co., Boyan Technology, and Nanwei Software, have experienced stock price increases, suggesting a broader market rally in related sectors [1] Company Summary - Huawei's Ascend segment is experiencing notable growth, which may reflect advancements in technology and increased demand for AI-related products [1] - Qidi Design has reached a trading limit increase, indicating strong investor interest and confidence in its future prospects [1] - Other companies such as Tongda Hai, Saiyi Information, Jiecheng Co., Boyan Technology, and Nanwei Software are also benefiting from this upward trend, showcasing a collective positive sentiment in the industry [1] Industry Summary - The movement in Huawei's Ascend segment and the subsequent rise in related companies' stock prices suggest a potential growth phase in the tech and AI sectors [1] - The overall market reaction indicates a favorable environment for investments in companies associated with AI and technology development [1]

Group 1 - The core viewpoint of the article highlights the signing of the partnership for the Meizhou Main Platform Industry Development Fund, which aims to enhance the orderly transfer of industries to Meizhou and address funding shortages for project implementation [1][2] - The Meizhou Main Platform Fund has a total scale of 500 million yuan, with an initial scale of 100 million yuan, and will support various projects related to industrial transfer in Meizhou through a mother fund and direct investment model [1] - New Emerging Fund, as the largest government-guided fund management institution in Guangzhou, has established over 100 sub-funds with a total scale of nearly 30 billion yuan, effectively leveraging fiscal funds to promote strategic emerging industries [2] Group 2 - The partnership with Meizhou is seen as a significant milestone for New Emerging Fund, affirming the effectiveness of the "New Emerging PSD Model" in promoting high-quality industrial development in Meizhou [2] - New Emerging Fund has initiated and managed multiple market-oriented funds, focusing on key industries such as smart connected vehicles, healthcare, new materials, semiconductors, and new energy, with 80 listed projects contributing to technological innovation and ecological development [2]

Group 1 - The core viewpoint of the article is that Shenghong Technology has officially launched a strategic cooperation with Saiyi Information's subsidiary, Shenzhen Yimeike Software Co., Ltd., in the field of PCB intelligent manufacturing [1] - The project aims to assist Shenghong Technology in building a comprehensive digital production scheduling system, which will serve as a demonstration model for the industry's intelligent upgrade [1]

Group 1 - The core viewpoint of the news is that Saiyi Information (300687) has shown a mixed performance in its latest financial results, with a decline in total revenue but an increase in net profit [1] - As of July 29, 2025, Saiyi Information's stock closed at 30.42 yuan, up 1.91%, with a turnover rate of 5.37% and a trading volume of 177,500 hands, amounting to 533 million yuan [1] - The company's latest quarterly report indicates total revenue of 490 million yuan, a year-on-year decrease of 9.37%, while net profit attributable to shareholders reached 24.52 million yuan, a year-on-year increase of 20.29% [1] Group 2 - The company has a current ratio of 2.628, a quick ratio of 2.393, and a debt-to-asset ratio of 26.97% [1] - Saiyi Information has made investments in 28 companies and participated in 661 bidding projects, indicating active engagement in business development [2] - The company holds 52 trademark registrations and 65 patents, along with 25 administrative licenses, showcasing its focus on intellectual property [2]

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [2][11]. Core Insights - The WAIC 2025 showcased significant advancements in domestic AI technology, indicating a shift from being a "follower" to a "leader" in the AI sector. This includes developments in domestic computing power, large models, and AI applications, which are expected to evolve in a synergistic manner [11]. - Huawei's unveiling of the Ascend 384 SuperNode at WAIC 2025 represents a major leap in domestic AI computing capabilities, with over 80 mainstream large models already adapted for this technology. This architecture is anticipated to enhance the competitiveness of domestic computing power [7][11]. - The launch of the new 321 B-MoE large model by Jieyue Xingchen is set to open a new round of competition in multi-modal models, emphasizing the trend of "open-source + extreme inference efficiency" in domestic large model iterations [7][11]. - Alibaba Cloud's Baolian platform, recognized at WAIC 2025, has integrated over 200 mainstream models and attracted more than 200,000 developers, indicating a rapid acceleration in the commercialization of domestic AI applications [7][11]. Summary by Sections Domestic Computing Power - The Ascend 384 SuperNode features a high-bandwidth, low-latency interconnection among 384 NPUs, addressing communication bottlenecks within clusters and enhancing performance for model training and inference [7]. - The performance of SGLang and DeepSeek on the CloudMatrix384 has surpassed their performance on NV H100 and H800, showcasing the potential of domestic computing architectures [7]. Large Models and AI Applications - The 321 B-MoE model is expected to achieve three times the inference efficiency of DeepSeek-R1 on domestic chips and a 70% throughput increase on NVIDIA Hopper, highlighting the competitive edge of domestic models [7]. - The trend of open-source large models combined with domestic chips is projected to accelerate the growth of AI applications in China [7]. Key Companies to Watch - The report suggests focusing on companies such as Hengwei Technology (603496.SH), Youke De-W (688158.SH), YunSai ZhiLian (600602.SH), and Data Port (603881.SH) for domestic computing power. For large models and AI applications, companies like Dingjie Zhizhi (300378.SZ), HanDe Information (300170.SZ), and SuoChen Technology (688507.SH) are highlighted [11].

Summary of Key Points from Conference Call Records Industry Overview - **Industry**: Photolithography Equipment - **Key Drivers**: Continuous advancement in domestic photolithography technology in China, with the introduction of new laser-induced discharge plasma (LDP) core technology for EUV lithography machines expected to enter trial production in Q3 2025 [2][2][2]. Core Insights and Arguments - **Domestic Production**: The majority of current domestic production is focused on 700nm i-line lithography machines, with recent shipments of 500nm i-line machines to major fabs for mass production validation [2][2][2]. - **Market Size**: The global photolithography equipment market is projected to reach $29.57 billion in 2024, with a year-on-year growth of 9.0%. Mordor Intelligence forecasts the market will grow to $37.81 billion by 2029, with a compound annual growth rate (CAGR) of 5.0% from 2024 to 2034 [2][2][2]. - **Core Components**: The photolithography machine's core components include the light source system, optical system, and wafer stage system, which are critical for the exposure process [3][3][3]. Key Companies Mentioned - **Core Companies**: - **波长光电 (Wavelength Optics)**: Supplies optical components for advanced lithography equipment, with a single unit value of 6-8 million yuan [4][4][4]. - **福晶科技 (Fujing Technology)**: Provides high-precision optical lenses and systems for high-end equipment [4][4][4]. - **上海微电子 (Shanghai Microelectronics)**: Holds over 40% of the global market share for packaging lithography machines and over 90% in the domestic market [4][4][4]. - **茂莱光学 (Maolai Optics)**, **腾景科技 (Tengjing Technology)**, **永新光学 (Yongxin Optics)**, and others are involved in the optical components supply chain [4][4][4]. Additional Important Information - **Emerging Technologies**: The introduction of AI technologies and their integration into various sectors, including the announcement of GPT-5 and advancements in AI servers by Huawei, which could impact the semiconductor and AI industries significantly [7][7][7]. - **Market Trends**: The increasing demand for AI applications and the development of AI agents across various industries, with companies like 京东 (JD.com) launching new AI products [7][7][7]. - **Government Initiatives**: The Chinese government is pushing for free preschool education, which could influence the education sector and related companies [12][12][12]. Conclusion The conference call highlighted significant advancements in the photolithography equipment industry, driven by domestic production capabilities and technological innovations. The projected growth in the market and the involvement of key companies indicate a robust future for the industry. Additionally, the integration of AI technologies and government initiatives in education may present new opportunities and challenges across various sectors.

Core Points - The event "2025 Innovation Heroes Gathering" aims to promote entrepreneurship and innovation in Guangdong, showcasing successful entrepreneurial stories and projects since its inception in 2019 [1][4] - The first event in Shenzhen focuses on "Chip and Air Connectivity" and highlights the city's strengths in semiconductor and AI industries, providing a fertile ground for entrepreneurs [4][6] Group 1 - The "2025 Innovation Heroes Gathering" is a collaborative initiative by the Guangdong Provincial Human Resources and Social Security Department and Guangdong Radio and Television Station, designed to encourage high-quality entrepreneurial entities [4] - The event integrates various elements such as sharing entrepreneurial stories, expert guidance, policy interpretation, trend analysis, and addressing entrepreneurial challenges, signaling a supportive environment for entrepreneurship [4][6] - The choice of Shenzhen as the first venue reflects the city's pioneering spirit and aligns with Guangdong's strategic development goals, particularly in high-tech sectors [4][6] Group 2 - The event features inspiring entrepreneurial stories, such as the AI inspection system developed by the team from Tianxun Zhifei, which boasts a 99% accuracy rate and aims to enhance efficiency in various sectors [6][8] - Another highlighted story is that of Tan Zhangxi, founder of Ruisi Chip, who returned to China to develop the first domestically produced high-performance RISC-V server chip, marking a significant step in domestic technology advancement [8][10] - The "AI Smart Employee" initiative by Hu Wei, founder of Jintalent, has already covered 70 job roles and served over 1 million people, showcasing the city's supportive environment for innovation [10] Group 3 - The "1+N" carnival model adopted by the event aims to provide comprehensive services including policy interpretation, trend analysis, financing connections, and industry incubation, enhancing the overall entrepreneurial ecosystem [12] - The event also includes activities like the "Unicorn Acceleration Camp" for financing connections, facilitating direct interactions between innovative projects and investment institutions [12][14] - A recruitment plan called "Chuangxiang Zhuolang Tuan" aims to engage 100 members per event, including entrepreneurs and students, fostering interaction and knowledge exchange [14]

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage in the market [4][7]. Core Views - The company has been deeply engaged in the digital transformation of the manufacturing industry for over 40 years and is now embracing AI to build a second growth curve [13]. - The company is expected to see stable revenue and profit growth, particularly from 2025 onwards, as industrial economic transformation and demand recovery in manufacturing sectors take place [6][9]. - The company is well-positioned to benefit from the ongoing trend of domestic software replacement, with strong customer loyalty and high barriers to entry [9][34]. - The company is actively promoting AI applications across various manufacturing sectors, which is anticipated to generate additional revenue and open new growth avenues [9][45]. Financial Summary - Revenue projections for the company are as follows: - 2023: 2,228 million RMB - 2024: 2,331 million RMB - 2025: 2,530 million RMB - 2026: 2,771 million RMB - 2027: 3,072 million RMB - The expected growth rates for revenue are 11.65% in 2023, 4.62% in 2024, and 8.56% in 2025 [5][51]. - The forecasted net profit attributable to the parent company for 2025-2027 is projected to be 206 million RMB, 281 million RMB, and 362 million RMB, respectively, with growth rates of 32.34%, 36.43%, and 28.70% [5][54]. Business Operations - The company has a diverse product matrix that provides comprehensive software and solutions for the entire production process, integrating AI for innovation [16][20]. - The company has established a strong presence in various manufacturing sectors, including equipment manufacturing, automotive parts, and electronics, with a significant market share in ERP, MES, and PLM solutions [13][41]. - The company is expanding its operations in Southeast Asia, with a focus on local talent and partnerships to enhance its market presence [22][27]. AI Integration - The company is leveraging its Athena platform to integrate AI applications across multiple scenarios, enhancing operational efficiency and customer engagement [45][49]. - AI applications are expected to contribute significantly to the company's revenue growth, with various tailored solutions being developed for specific industry needs [45][50].

Core Viewpoint - The company has approved a share repurchase plan to enhance shareholder value and confidence in its future development, with a total repurchase amount between RMB 50 million and RMB 100 million, and a maximum repurchase price of RMB 44.70 per share [1][2][3]. Summary by Sections Share Repurchase Plan - The company plans to repurchase shares using its own funds through centralized bidding, aimed at implementing employee stock ownership plans and reducing registered capital [1]. - The initial maximum repurchase price was set at RMB 20.70 per share, later adjusted to RMB 20.63, and finally increased to RMB 44.70 due to the company's strategic considerations and confidence in future growth [2]. Implementation Status - As of July 24, 2025, the company has completed the share repurchase, acquiring a total of 2,964,350 shares, which represents 0.72% of the total share capital, with the highest transaction price recorded [3]. - The actual repurchase amount met the lower limit of the planned repurchase fund total and did not exceed the upper limit, complying with the approved repurchase plan and relevant regulations [3]. Impact on the Company - The share repurchase is not expected to significantly impact the company's operations, profitability, financial status, research and development, or debt obligations, nor will it alter the control of the company or its listing status [4]. - The repurchase reflects management's confidence in the company's intrinsic value and future sustainability, benefiting all shareholders [4]. Compliance and Future Arrangements - The company confirmed that there were no changes in shareholdings by directors, supervisors, senior management, or actual controllers during the repurchase period [5]. - The repurchased shares will be held in a special account and will not enjoy voting rights or profit distribution during the holding period. The company will disclose information regarding the implementation of stock ownership plans and the cancellation of shares as per regulations [6].