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新华报业信创建设成果获省级认可
Jiang Nan Shi Bao· 2026-01-05 14:27
此次入选省级典型解决方案,是对新华报业信创建设成果的一份权威认可。新华报业始终牢记主流媒体 使命担当,紧扣国家信创战略部署和全省数字文化产业发展规划,立足文化传媒行业数据高敏感、多模 态、动态化的核心特性,以破解行业痛点、激活数据价值为导向,率先启动信创体系建设。2025年,新 华报业还成为全国首家入选国家级高质量数据集建设先行先试单位的省级报业媒体。 该方案以"自主可控、安全合规、高效实用"为核心目标,创新采用"1+3+10+N"总体架构,打造"算—数 —模—用—安—标"一体化范式,构建起覆盖数据治理、模型训练、场景应用、安全保障的全闭环生 态。实现全面兼容龙芯、ARM、C86等主流国产CPU、华为昇腾、寒武纪等国产算力卡,适配银河麒 麟、达梦等国产操作系统及数据库,硬件国产化率超85%,达到国产化适配与性能效能的动态平衡。 截至目前,该方案已在党政机关、文旅景区、融媒体中心等多领域落地应用,跨行业服务30余家单位, 实现直接经济收入达数百万元,未来,将带动区域数字文化产业发展近2亿元。 江南时报讯省工信厅、省委网信办、省国家密码管理局近日联合发布2025年江苏省信息技术应用创新典 型解决方案名单,由新华报 ...
心智观察所:中国AI软件如何走出自己的“范式”路线?
Guan Cha Zhe Wang· 2026-01-02 05:56
【文/观察者网专栏作者 心智观察所】 在过去一年里,全球AI软件领域出现了一种颇具象征意义的分化: 一边是Salesforce这样的标准化订阅制SaaS巨头,持续推出AI功能,却面临收入增速放缓、资本市场反 应平淡; 另一边则是Palantir——一家起家于政府与情报系统、长期以"定制化""重交付"著称的公司,却在AI应用 浪潮中实现收入加速与股价重估。 这一对比背后,隐藏的是一个更深层的变化:AI正在改变软件的价值交付方式。在这个背景下,中国 的第四范式,正越来越多地被拿来与Palantir相提并论。 为什么AI时代重新"奖励"Palantir这样的公司? 先简单交代背景。 Palantir是一家美国软件公司,最早为政府、军方和情报机构提供数据分析系统,其核心产品并不是某 个具体应用,而是把分散的数据、模型和业务流程整合成一个"决策操作系统"。后来,它把同样的能力 推广到医疗、制造、能源等行业,用于支持复杂决策和跨系统协同。 近年来Palantir接连拿到大型政府与企业合同,例如被报道的与美国陆军达成的长期企业级协议(未来 十年上限约100亿美元)以及面向海军舰船供应链和核潜艇项目的数亿美元合同。这些都不是 ...
山石网科“ASIC芯片”量产测试达标
Zheng Quan Ri Bao· 2025-11-24 12:12
Core Viewpoint - The company has successfully completed the mass production and testing of its self-developed ASIC security chip, aligning with national strategies for innovation and self-control in information technology [2] Group 1: ASIC Chip Development - The ASIC chip development began in 2021 and has now entered the mass production phase after passing internal tests [2] - The chip has undergone rigorous testing, including stability and stress tests under extreme conditions, as well as performance tests for data throughput, low latency, and encryption efficiency [2] - The company holds complete intellectual property rights for the chip technology, and prototypes have been validated in various scenarios [2] Group 2: Product Launch and Market Impact - The new generation of security products equipped with the ASIC chip is in the supply preparation stage, with plans for large-scale sales and delivery to commence in the first quarter of 2026 [2] - The company indicated that the new products are not expected to significantly impact its 2025 performance, and uncertainties exist regarding market demand and competition for 2026 and beyond [3]
山石网科通信技术股份有限公司关于自愿披露公司ASIC安全专用芯片研发进展的公告
Core Viewpoint - The company has successfully completed the testing and verification of its self-developed ASIC security chip, which is expected to positively impact its future development and market presence [2][7]. Group 1: ASIC Chip Development Progress - The company initiated the development of the ASIC security chip in 2021 to enhance the performance, stability, and cost-effectiveness of its domestic security products [4]. - The ASIC chip has recently received mass production samples and has undergone comprehensive testing, including stability, performance, and system adaptation tests [2][5]. - All functionalities and performance indicators of the chip have met design requirements, aligning with the company's security product application needs [2][5]. Group 2: Future Plans and Market Readiness - The new generation of security products equipped with the ASIC chip is in the supply preparation stage, with expectations for large-scale sales and product delivery to begin in the first quarter of 2026 [6][7]. - The successful testing of the mass-produced chip indicates that the company is ready for large-scale market application, which is anticipated to have a positive impact on its future growth [7]. Group 3: Intellectual Property and Market Impact - The company holds complete independent intellectual property rights for the ASIC chip technology, and the successful field verification of prototypes has met expectations [7]. - The introduction of the new generation of security products is expected to enhance the company's market competitiveness and overall performance in the future [7].
里昂:降金山软件目标价至35.5港元 料游戏业务持续承压
Zhi Tong Cai Jing· 2025-11-20 03:58
里昂发布研报称,金山软件(03888)第三季收入逊预期,受游戏业务拖累。游戏收入同比下降47%,较该 行预期低8%,因主要游戏作品在去年异常高基数下承压。办公室软件收入增长加速,同比升26%,受 政府信息技术应用创新进展与WPS365推动。个人付费用户增长稳固,每用户平均收入(ARPU)趋于稳 定。该行认为游戏业务在未来几季将持续面临压力,但办公室软件业务或维持强劲势头;将2025及26年 收入预测分别下调3%及4%,净利润预测下调15%及18%,目标价由37.8港元降至35.5港元,维持跑赢大 市评级。 ...
里昂:降金山软件(03888)目标价至35.5港元 料游戏业务持续承压
智通财经网· 2025-11-20 03:54
智通财经APP获悉,里昂发布研报称,金山软件(03888)第三季收入逊预期,受游戏业务拖累。游戏收入 同比下降47%,较该行预期低8%,因主要游戏作品在去年异常高基数下承压。办公室软件收入增长加 速,同比升26%,受政府信息技术应用创新进展与WPS365推动。个人付费用户增长稳固,每用户平均 收入(ARPU)趋于稳定。该行认为游戏业务在未来几季将持续面临压力,但办公室软件业务或维持强劲 势头;将2025及26年收入预测分别下调3%及4%,净利润预测下调15%及18%,目标价由37.8港元降至 35.5港元,维持跑赢大市评级。 ...
大行评级丨里昂:下调金山软件目标价至35.5港元 预计游戏业务将持续承压
Ge Long Hui· 2025-11-20 02:39
该行认为游戏业务在未来几季将持续面临压力,但办公室软件业务或维持强劲势头;将2025及26年收入 预测分别下调3%及4%,净利润预测下调15%及18%,目标价由37.8港元降至35.5港元,维持"跑赢大 市"评级。 里昂发表研究报告指,金山软件第三季收入逊预期,游戏收入按年下降47%,较该行预期低8%,因主 要游戏作品在去年异常高基数下承压;办公室软件收入增长加速,按年升26%,受政府信息技术应用创 新进展与WPS365推动。个人付费用户增长稳固,每用户平均收入(ARPU)趋于稳定。 ...
教育信创大赛在杭举行
Hang Zhou Ri Bao· 2025-11-20 02:37
Core Viewpoint - The information technology application innovation industry (referred to as "Xinchuang industry") is experiencing robust growth as China focuses on building a self-controlled IT ecosystem, highlighted by the recent 2025 Second Education Information Technology Application Innovation Competition held in Hangzhou, which saw participation from 295 universities and 320 teams, totaling 888 teachers and students [1] Group 1 - The competition covered multiple directions of information technology application innovation, including practical events such as application software adaptation and operating system skill challenges, as well as specialized tracks in artificial intelligence, such as education application development based on large models and autonomous driving algorithm challenges [1] - Participants demonstrated solid technical skills and innovative capabilities by completing high-difficulty challenges in system deployment, application development, and network security [1] - The Xinchuang industry is undergoing a critical transformation from "usable" to "user-friendly" and from pilot projects to large-scale implementation [1] Group 2 - The Vice President of the China Educational Technology Association, who is also the Deputy Director of the Education Management Information Center of the Ministry of Education and Director of the Education Xinchuang Laboratory, believes that the competition's event settings accurately align with the actual needs of educational scenarios [1] - The competition effectively promotes the deep integration of industry and education through a "learning through competition" approach, providing a practical model for the construction of Xinchuang talent cultivation systems [1]
凌志软件发布收购凯美瑞德股权预案 11月11日复牌
Zhong Zheng Wang· 2025-11-10 13:00
Group 1 - The core point of the article is that Lingzhi Software plans to acquire 100% equity of Kaimiride (Suzhou) Information Technology Co., Ltd. to enhance its capabilities in the financial technology sector [1][2] - The acquisition will be executed through a combination of issuing shares and cash payments to 20 transaction parties, with the company's stock resuming trading on November 11 [1] - Kaimiride is a financial IT supplier that provides solutions for capital trading, risk management, liquidity management, and digital transformation to over 100 domestic and international financial institutions [1][2] Group 2 - Kaimiride's "VIVA-TCM Capital Trading and Risk Management System" has been recognized by the Ministry of Industry and Information Technology as a key recommended solution for 2024 [1] - The company maintains a leading position in the niche market of capital trading systems and solutions, as indicated by data from CCID Consulting and IDC [2] - The acquisition is expected to enrich Lingzhi Software's financial technology product offerings and enhance its overall competitiveness and sustainability [2]
华大九天股价连续6天下跌累计跌幅8.77%,华宝基金旗下1只基金持3.05万股,浮亏损失33.95万元
Xin Lang Cai Jing· 2025-11-05 07:34
Group 1 - The core point of the news is that Huada Jiutian's stock has experienced a continuous decline, with a total drop of 8.77% over the last six days, currently trading at 115.85 CNY per share and a market capitalization of 631.89 billion CNY [1] - Huada Jiutian, established on May 26, 2009, specializes in the development and sales of EDA tools for integrated circuit design and manufacturing, with 82.57% of its revenue coming from EDA software sales [1] - The company has a trading volume of 6.77 billion CNY and a turnover rate of 1.08% as of the latest report [1] Group 2 - Huabao Fund holds a significant position in Huada Jiutian, with its Huabao CSI Information Technology Application Innovation Industry ETF reducing its holdings by 40,000 shares, now holding 30,500 shares, which represents 4.21% of the fund's net value [2] - The ETF has experienced a floating loss of approximately 1.22 million CNY today and a total floating loss of 339,500 CNY during the six-day decline [2] - The Huabao CSI Information Technology Application Innovation Industry ETF was established on September 26, 2023, with a current size of 91.41 million CNY and has achieved a year-to-date return of 22.92% [2]