中证信息技术应用创新产业指数选取不超过50只业务涉及基础硬件、基础软件、应用软件、信息安全、外部设备等细分领域 的上市公司证券作为指数样本，反映信创产业上市公司证券的整体表现。 有券商表示，当前信创板块景气度持续回升，招投标数量与规模方面环比均实现正增长。信创细分板块数据库相关公司 2025H1业绩高增，印证行业高景气，其余收入确认周期长的细分板块下半年业绩有望得到改善或增长。 信创概念股走低，用友网络跌超6%，金山办公跌超5%，华大九天、三六零、深信服跌超2%。 受盘面影响，跟踪中证信息技术应用创新产业指数的ETF跌超2%。 | 代码 | 名称 | 现价 | 涨跌 涨跌幅 ▲ | | --- | --- | --- | --- | | 562570 | 信创ETF | 1.326 | -0.032 -2.36% | | 562030 | 信创ETF基金 | 1.019 | -0.023 -2.21% | | 560850 | 信创50ETF | 1.353 | -0.029 -2.10% | （文章来源：每日经济新闻） ...

8月8日，市场盘整，聚焦信息技术自主可控领域的信创ETF基金（562030）随市回调，场内价格跌超 2%！成份股尽墨，仅成都华微、京北方逆市飘红。具体来看，普元信息跌超7%，致远互联、卓易信 息、用友网络、福昕软件等个股跌逾6%，跌幅居前。 中信证券表示，GPT-5等将成为新一代AI应用发展基石，智能体和多模态两大主线有望持续引领产业， 并同步带动推理端算力需求。 2、鸿蒙AI超级智能体即将上线 鸿蒙AI超级智能体将在8月Pura 80系列上首发上线。今年6月，华为常务董事、终端BG董事长余承东发 布了一条视频，展示了鸿蒙AI超级智能体：用户只需下达语音指令，智能体即完成订机票、买手机、 缓存视频等一系列复杂操作，无需人为干预，真正实现了"动口不动手"的沉浸式交互。 除华为外，其他科技巨头在智能体方面不断有新成果发布。日前，360集团正式宣布纳米AI完成品牌焕 新，升级为"多智能体蜂群"，首次实现多智能体拉群组队、像蜂群一样分工协作。百度正在搜索电脑端 首页测试开放智能体应用入口，目前该功能已在灰度测试，预计很快将全量开放。阿里巴巴通义实验室 在7月初正式开源其最新网络智能体WebSailor。 天风证券指出 ...

北京商报讯（记者 魏蔚）8月7日，北京商报记者获悉，金山办公与百度智能云、麒麟软件、沐坤科 技、麦盟科技达成战略合作，联合发布多项教育解决方案。 具体包括，在高教领域，金山办公与百度 智能云共建AI实训体系，融合大模型技术与实训平台，通过阶梯课程、虚拟仿真及企业项目对接，解 决理论与产业脱节问题；联合麒麟软件推出信创人才培养方案，整合协同生态与操作系统基座，通过实 验室建设和职业认证培养国产软件适配能力。基教方面，金山办公与沐坤科技合作智慧教学方案，构 建"工具－内容－管理－数据"闭环，推动个性化协同教学；同麦盟科技开发教学评价方案，通过课堂行 为量化分析实现数据驱动的精准评价。 ...

信创产业是数字经济的重要组成部分，其发展已经成为驱动企业数字化转型、推动产业链高质量的关键。袋鼠云已实现全链路信创适配，覆盖数据库、操 作系统、CPU、服务器、云平台、大数据底座、数据集成工具及数据处理工具。迁移方案可平滑推进，涵盖传统集中式数据库向分布式平台迁移、封闭式 平台替换及关系型数据库向国产数据库迁移，能把握各类数据库替代的全场景全流程。方案采用解耦式组件组合，模块化灵活适配企业不同阶段国产化策 略，降低切换风险；构建统一运维与监控体系，支撑异构国产资源管理，避免运维风险。 袋鼠云始终坚持自主研发、科技创新，积极推进信创建设，以数智驱动的袋鼠云数据中台为基座，融合AI等智能技术，致力为企业提供数实融合的一体 化信创方案，助力产业高质量发展。 01 袋鼠云 入选中国最佳信创数据智能软件厂商Top10 7月16日，第一新声于正式发布「2025年中国信创产业年度榜单」，袋鼠云成功入选中国最佳信创数据智能软件厂商Top10。 02 全知科技 入选中国信通院2025"磐安"优秀实践案例 及《数字安全护航技术能力全景图》 在7月4日召开的2025全球数字经济大会数字生态建设专题论坛上，中国信息通信研究院正式发布 ...

Investment Rating - Maintain Outperform rating with a target price of RMB 86.50 [5][10] Core Views - The company is experiencing performance fluctuations due to downstream demand and high R&D investment, but is expected to recover driven by AI and information innovation [10] - EPS forecast for 2025-2027 is RMB 0.06, 0.20, and 0.39 respectively, with a premium applied above average value, resulting in a 65x PS for 2025 [5][10] - Revenue for 2024 is projected at RMB 466 million, a year-on-year decrease of 34.62%, with a net profit attributable to shareholders of -RMB 165 million, a year-on-year decrease of 376.67% [10] Financial Summary - Total revenue for 2023 is RMB 713 million, with a projected decline to RMB 466 million in 2024, followed by recovery to RMB 695 million in 2025, RMB 935 million in 2026, and RMB 1,220 million in 2027 [4] - Net profit attributable to shareholders is expected to be -RMB 165 million in 2024, recovering to RMB 32 million in 2025, RMB 106 million in 2026, and RMB 205 million in 2027 [4] - R&D investment remains high, accounting for 68.17% of revenue in Q1 2025, with a total investment of RMB 70 million [10] Product Development and Strategy - The company is transitioning from specialized to general-purpose GPUs, focusing on AI applications and developing high-performance GPUs, modules, and systems [10] - Successfully developed the Jinghong series high-performance intelligent computing modules and systems, filling product gaps in AI training, inference, and scientific computing [10] - The JM11 series graphics processing chips are designed for cloud applications and high-performance rendering needs, currently in the promotion stage [10] Management and Innovation - Comprehensive management reform is being implemented to optimize business processes and improve product development efficiency and quality [10] - The company is adopting a low-cost strategy through lean management, process optimization, and technology upgrades to drive product innovation and reduce operating costs [10] - Continuous focus on building organizational capabilities and enhancing management leadership and execution through systematic training [10]

Core Viewpoint - Softcom Power Information Technology (Group) Co., Ltd. plans to issue shares to specific targets to raise no more than 3.78 billion yuan for four core projects [1] Summary by Categories Fundraising and Projects - The company aims to raise funds for the following projects: 1. Beijing-Tianjin-Hebei Soft Communication Innovation Manufacturing Base Project 2. AIPC Intelligent Manufacturing Base Project 3. Softcom Power Huailai Intelligent Computing Center (Phase I) Construction Project 4. Intelligent Upgrade and Technical Transformation of Computer Production Workshop Project [1] Strategic Goals - The projects are expected to enhance the company's competitiveness in intelligent manufacturing, cloud computing, and trusted computing fields, while optimizing production capacity structure [1] Financial Impact - The company anticipates performance fluctuations in 2024 due to the acquisition of Softcom Computer and Zhitong International, with a non-recurring net profit expected to be affected [1] Shareholder Considerations - The share issuance has been approved by the board and shareholders but requires further review by the Shenzhen Stock Exchange and registration with the China Securities Regulatory Commission. If successful, the company's share capital will increase by 30%, potentially diluting original shareholders' dividends and voting rights [1]

Core Viewpoint - The recent research conducted by Taixin Fund on Dipu Technology indicates strong growth in application delivery and network products, with a shift towards full domestic replacement in the market [1] Company Summary - Dipu Technology (300768) is experiencing high growth rates in application delivery, which is outpacing other segments, and is entering a phase of comprehensive domestic product replacement [1] - The company is enhancing operational efficiency and revenue improvement through standardized services, market expansion, and the application of AI technology [1] - The financial market growth is attributed to demand release and domestic replacement, with expectations for steady growth in the medium to long term due to expanded service scope and regional penetration [1] Industry Summary - The market is transitioning towards full domestic product replacement, with Dipu Technology's products already achieving comprehensive domestic status and participating in the replacement of domestic equipment [1] - AI technology is being integrated into the company's operations, although its impact is challenging to quantify separately [1]

Group 1 - The core viewpoint of the article highlights that Dipu Technology (300768) is experiencing significant growth in application delivery and network products, with application delivery growing at a faster rate [1] - The company has achieved full localization of its products and is participating in the replacement of domestic equipment, driven by the shift towards comprehensive localization in the Xinchuang market [1] - AI technology is being applied to enhance operational efficiency internally and improve revenue externally, although its impact is difficult to quantify [1] Group 2 - The financial market growth is attributed to demand release and domestic replacement, with the company expanding its service scope and regional penetration [1] - The company is expected to maintain steady growth in the medium to long term [1] - The Hive Fund, established in 2018, has an asset management scale of 48.884 billion yuan, ranking 86th out of 210 in total public funds [1]

Group 1 - The company has completed the adaptation of multiple hardware products with the open-source HarmonyOS, including the P104A tablet based on RK3566 and the S088OPS series based on RK3588, covering various scenarios such as industrial, office, and education [2] - In the field of domestic innovation, the company has developed various products such as cloud terminals, network security devices, servers, and industrial machines based on platforms like Zhaoxin, Feiteng, Haiguang, and Longxin, promoting the development and market promotion of domestic innovation products [2] - The industrial IoT sector represents the company's first step in transitioning from ODM to OBM strategy, focusing on building the Zhiwei industrial brand, which is crucial for domestic substitution in the industrial field [2] Group 2 - Since 2019, the company has entered the industrial IoT market, targeting downstream application areas such as industrial automation, rail transportation, robotics, photovoltaic lithium batteries, smart logistics, and smart healthcare, developing a comprehensive range of products based on X86 and ARM architectures [3] - The company has established partnerships with well-known domestic manufacturers such as BYD, Li Auto, and Hikvision, enhancing its market presence and brand influence [3] - The company expects the industrial IoT sector to maintain a high growth rate through 2025, indicating a positive market outlook [3]

证券日报网讯太极股份（002368）8月6日在互动平台回答投资者提问时表示，公司近年来紧抓信创、数 据要素、人工智能等行业发展机遇，围绕可信、数据、智能牵引公司业务创新，推进公司一体两翼发展 战略落地，实现公司业务从行业解决方案向产品化、平台服务化方向转型，目前相关工作在有序进行 中。更多信息请关注公司定期报告的相关内容。 ...