【大河财立方 记者 段伟朵】布局总部经济，郑州航空港已蔚然成势。 项目接茬推进、集聚效应渐显、产业高峰频起……不仅仅是信创产业，围绕生物医药、电子信息、新能 源汽车等重点产业，郑州航空港区正在以"总部经济"为抓手，布局一盘"大棋"。 总部经济发力，郑州航空港 "中原信创谷"崛起 5月15日，2025河南省信创与人工智能新质发展大会现场，政策发布、签约不断、收获满满。 活动现场，龙芯中科董事长胡伟武介绍，从"十二五"到"十四五"，龙芯CPU从国家战略装备领域的落地 应用，逐步拓展至政务、石化、税务等重点领域，形成了大量行业专用解决方案及应用案例。目前， 300台龙芯服务器和近4000台龙芯终端生产线已在郑州航空港落地，开启了政务云规模化应用"加速 度"，为更多行业和地区国产化替代探索了路径、提供了借鉴。 取得这一重要成效，用了不到两年的时间——2023年11月，国内芯片龙头企业龙芯中科在河南郑州航空 港区设立中原总部基地。这是龙芯中科在中原大地落下关键一子，助力"河南芯"在新赛道上跑出"加速 度"。 龙芯中科总部基地的落地，带来更多集聚效应。活动现场，龙迈科技望龙电脑产线、统信中原总部在会 上正式宣告落地，将依 ...

研究所： 证券分析师： 刘熹 S0350523040001 liux10@ghzq.com.cn 2025 年 05 月 15 日 公司研究 评级：增持(维持) [Table_Title] 定增强化信创、AIPC 及智算领域布局，鸿蒙+ 机器人加速发展 ——软通动力（301236）公司点评报告 最近一年走势 | 相对沪深 300 | 表现 | | 2025/05/14 | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 软通动力 | 9.5% | -15.1% | 53.0% | | 沪深 300 | 4.9% | 0.1% | 7.8% | | 市场数据 | | | 2025/05/14 | | 当前价格（元） | | | 59.84 | | 周价格区间（元） 52 | 29.20-80.50 | | --- | --- | | 总市值（百万） | 57,024.00 | | 流通市值（百万） | 40,710.07 | | 总股本（万股） | 95,294.12 | | 流通股本（万股） | 68,031.54 | | 日均成交额（百万） | 1,17 ...

证券代码：300352 证券简称：北信源 北京北信源软件股份有限公司投资者关系活动记录表 编号：2025-003 | 投资者关系活动 | 特定对象调研□分析师会议 | | --- | --- | | 类别 | □媒体采访 业绩说明会  | | | □新闻发布会路演活动 | | | □现场参观 | | | 其他（电话会议） | | 参与单位名称及 | 参与北信源 2024 年度网上业绩说明会的投资者 | | 人员姓名 | | | 时间 | 2025 年 5 月 15 日 15:00-17:00 | | 地点 | 全景网"投资者关系互动平台"（http://ir.p5w.net） | | 上市公司接待人 | 董事长兼总经理：林皓先生 | | 员姓名 | 独立董事：王珲女士 | | | 执行总裁、董事会秘书：王晓娜女士 | | | 财务总监（首席财务官）：鞠彩萍女士 公司于 2025 年 5 月 15 日（星期四）下午 15:00-17:00 在 | | | 全景网举办 2024 年度业绩说明会，本次业绩说明会采用网络 | | | 远程的方式举行，业绩说明会问答环节主要内容如下： | | 投资者关系活动 | ...

Core Viewpoint - The company is actively advancing its new generation core trading system and has secured new orders, indicating a strong market position and growth potential in the financial IT sector [2][3]. Group 1: Company Performance - In Q1 2025, the company achieved total revenue of 141.97 million yuan, a year-on-year increase of 3.16%, and a net profit attributable to shareholders of 21.32 million yuan, up 31.57% year-on-year [3][5]. - The company expects rapid growth in its new trading system, wealth management, new asset management system, and large operation system business segments this year [3][5]. Group 2: Market Outlook - The company holds an optimistic view of the future market environment, aiming to leverage its advantageous product lines and the domestic replacement of foreign products to achieve operational growth [4][5]. - The company identifies significant growth potential in its four major financial technology sectors: new trading system, wealth management, new asset management system, and large operation system [5]. Group 3: Financial Metrics - The company's Q1 2025 financial metrics include a net profit margin of 14.99%, a debt ratio of 14.75%, and a gross profit margin of 69.03% [5]. - Recent institutional ratings show 11 buy ratings and 4 hold ratings, with an average target price of 45.82 yuan over the past 90 days [5][6].

| | 的数据分析基础平台，其能力体现在安全数据分析场景下的应用创新。相 | | --- | --- | | | 关领域的具体应用体现在基于 DeepSeek、Qwen、Baichuan、ChatGLM 等 | | | 国产大模型，通过融合推理模型架构、网络安全专用语料库构建、模型微 | | | 调等技术，使内容分析准确性大幅度提升。公司致力于通过对前沿技术的 | | | 融合应用为产品业务赋能，对公司后续经营业绩的影响取决于产品及行 | | | 业场景落地的进度，具有不确定性，请审慎判断，注意投资风险。谢谢关 | | | 注。 | | 附件清单（如有） | | 中孚信息股份有限公司 证券代码：300659 证券简称：中孚信息 编号：2025-003 投资者关系 活动类别 特定对象调研 分析师会议 媒体调研 业绩说明会 新闻发布会 路演活动 现场参观 其他（2025 年山东辖区上市公司投资者网上集体接待日活动） 参与单位名称 及人员姓名 通过"全景路演"网站（http://rs.p5w.net）参与"2025 年山东辖区上市公司 投资者网上集体接待日活动"的投资者 时间 2025 年 5 月 15 日下午 1 ...

证券研究报告 计算机 报告日期：2025 年 05 月 13 日 AI 产业高景气度初步验证，单季拐点信号出现 ——计算机行业 2024 年年报及 2025 年一季报综述 华龙证券研究所 最近一年走势 邮箱：zhulx@hlzq.com 分析师：孙伯文 执业证书编号：S0230523080004 邮箱：sunbw@hlzq.com 执业证书编号：S0230124010005 行业研究报告 络安全板块业绩持续承压，工业软件、金融 IT、医疗信息化板块 净利润在 2025 一季度均出现同比增长。我们认为，地缘政治不确 定性、我国政策倾斜、国产软硬件可用性提升等因素将进一步加 快国产替代进程，行业下游需求有望持续传导。 请认真阅读文后免责条款 投资建议：单季度看，2025Q1 计算机行业净利润同比+390.04%， AI 产业带动下，行业下游需求有望修复，复苏拐点或初步显现。 从细分板块看，AI 算力景气度得以先验，景气度有望向下游传导。 同时，信创板块营收增速亮眼，政策指引叠加外部环境不确定性 预计将持续提振科技内需。维持计算机行业"推荐"评级，我们 建议关注 AI 与国产替代逻辑下的相关标的投资机会。建议关注： ...

Core Insights - Airiang Software has achieved significant growth in its hardware business, with a 130.56% increase in revenue in 2024, building on a previous 30% growth in 2023 [2] - The company has developed a comprehensive digital solution covering the entire financial business chain, with 502 software copyrights and 24 technology patents by the end of 2024 [1] - Airiang Software has collaborated with Huawei's Kunpeng ecosystem to ensure compatibility with the Hongmeng operating system across key applications [1] Group 1: Software Development and Innovation - The company has been deeply involved in the technological transformation of key systems for major banks, promoting a shift from centralized to distributed architectures [1] - Airiang Software has established a unified development platform for a state-owned bank, saving the bank hundreds of millions in technical maintenance costs annually [1] - The company provides a range of services including intelligent financial services, digital infrastructure, and big data applications [2] Group 2: Hardware and Domestic Substitution - Airiang Software has supplied servers and network devices based on domestic chips like Kirin and Haiguang to several banks [2] - The company offers a full-stack cloud-native solution to support financial institutions in achieving comprehensive domestic production and testing environments [2] - The acquisition of Beijing Xinlihe Chuang has enabled the company to pilot quantum communication devices in seven banks, showcasing its commitment to self-controlled technology [2]

Group 1 - The core viewpoint of the news is that Airong Software is actively collaborating with Huawei on the Harmony OS, focusing on its application in the financial sector and achieving recognition for its contributions [1][2] - In 2024, the company had 1,149 personnel obtain Harmony OS application development certificates, indicating a strong commitment to developing applications for banks [1] - A significant achievement for the company was receiving the "2024 Annual Harmony Ecosystem Development Service Provider Excellence Award" from Huawei, highlighting its role in the Harmony OS ecosystem [1] Group 2 - Airog Software is a high-tech enterprise providing innovative solutions primarily to the financial industry, focusing on artificial intelligence and virtual reality technologies [2] - The services offered by the company can be categorized into intelligent financial services, digital infrastructure and operations management, and big data and AI innovation applications [2] - The company is involved in various aspects of IT system development, including consulting, software and hardware development, big data operations, and data security [2]

Core Viewpoint - *ST Hengtai is undergoing a significant transformation, focusing on its core businesses of electronic paper and general display, while actively managing its financial health and exploring new business opportunities through partnerships and strategic investments* [1][2][3] Financial Performance - In Q1 2025, the company reported revenue of 366 million, an increase of 8.63% year-on-year, and a net profit of 4.08 million, up 101.06% year-on-year [23] - The company's debt ratio stands at 25.61%, indicating improved financial stability [23] Business Strategy - The company is focusing on enhancing its electronic paper business, which accounted for 67.7% of total revenue in 2024, with a gross margin of 19.49% [22][23] - Plans include expanding into overseas markets, particularly through the establishment of a factory in Vietnam and a subsidiary in Germany [22][21] - The company aims to leverage AI and IoT technologies to create integrated solutions in various application scenarios, including smart retail and education [22][21] Corporate Governance and Compliance - The company has submitted an application to the Shenzhen Stock Exchange to remove the delisting risk warning, as it has resolved previous financial issues [2][3] - Ongoing investigations have not yet yielded conclusive results, but the company is committed to transparency and will disclose relevant updates [2][12] Partnerships and New Ventures - The company is in discussions with industry investors to establish joint ventures, particularly in the computing power sector, although no substantial progress has been reported yet [4][17] - The collaboration with industry investors is seen as a way to enhance the company's resource capabilities and diversify its business model [4][21] Risk Management - The company is implementing strict credit management policies to control accounts receivable and minimize bad debt risks [5] - A focus on asset optimization and the divestiture of underperforming segments is part of the company's strategy to improve overall profitability [13][15]

证券代码： 002217 证券简称：*ST 合泰 投资者关系活动记录表 编号：2025-001 投资者关系活动 类别 □ 特定对象调研 □ 分析师会议 □ 媒体采访 ☑ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 5 月 14 日 (周三) 下午 14:00~17:00 地点 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） 采用网络远程的方式召开业绩说明会 上市公司接待人 员姓名 1、董事、总经理侯焰 2、副总经理、董事会秘书许政声 3、财务总监李寅彦 4、独立董事蔡高锐 投资者关系活动 主要内容介绍 公司就投资者在本次说明会中提出的问题进行了回复，具体 如下： 本文中所涉及的未来计划、发展战略等前瞻性描述不构成公 司对投资者的实质承诺，敬请投资者注意投资风险。 1、请问公司被立案调查是否会影响公司向交易所申请摘帽 摘星？ 回复：您好，鉴于公司在 2023 年度触及财务类退市指标和 持续经营不确定的情形已消除，且不触及其他退市风险警示的情 形，公司根据深交所相关规则提交了撤销退市风险警示和其他风 ...