长江商报奔腾新闻记者 沈右荣 国内领先的数字化转型服务提供商赛意信息（300687.SZ）决心加码研发。 6月9日晚间，赛意信息发布公告，公司拟投资约3.3亿元建设赛意信息全球研发中心，预计建设周期为 30个月。公司董事会授权公司经营管理层办理本次投资项目相关手续。 顺应市场形势积极进行产业及服务转型升级，是赛意信息的特征。公司称，历经近20年发展，公司已从 最初的ERP实施服务公司逐步转型为工业软件践行者和企业数智化赋能者，形成了覆盖企业数字化全生 命周期的完整产品和服务体系。 公告显示，赛意信息全球研发中心项目选址佛山市顺德区，资金来源为自筹资金。2024年7月，公司已 经以2579万元的对价取得项目用地。 对于投资建设全球研发中心项目，赛意信息称，全球研发中心承载赛意工业数字化研究院、工业互联网 平台的研发业务、基于IPD体系的产品研发业务，致力组建博士后科研工作站、工业互联网创新中心。 公司本次投资建设符合公司主营业务发展战略，项目建成后将进一步扩大公司的研发团队规模，增强公 司研发实力和研发效率，切实提高公司综合竞争力和抗风险能力。 赛意信息成立于2005年，是一家专业的企业信息化管理软件解决方案及 ...

高伟达（300465）公告，公司以自有资金增资蓝芯算力科技有限公司1000万元，其中11.15万计入注册 资本，剩余部分计入资本公积。增资完成后，高伟达将持有蓝芯算力0.6729%的股权。蓝芯算力主营 RISC-V架构芯片及相关软硬件解决方案的设计和销售。此次投资不构成关联交易或重大资产重组，已 通过公司内部审议批准。高伟达计划借助蓝芯算力的技术优势，结合自身在金融科技领域的积累，推动 国产信创领域的发展和应用。公司将根据投资进展及时履行信息披露义务。 ...

近日，邦彦云PC系统多网隔离安全办公方案荣获公安部计算信息系统安全产品质量监督检验中心的检 验认证。这标志着邦彦云PC系统在安全性方面获得了公安权威部门的高度认可，证明了其可靠的技术 实力和安全保障能力。邦彦云PC系统能够有效满足公安部门对于数据安全、网络隔离和业务连续性的 严格要求，为公安信息化建设提供了一个经过专业检验的、值得信赖的解决方案。将推动公安机关构建 更高效、更安全的数字化办公体系，全面提升警务工作的智能化水平和应急响应能力。 公安行业作为国家安全与社会稳定的基石，正面临数字化转型的关键窗口期。当前，犯罪行为的流动 性、复杂性显著提升，传统警务模式在应对新型犯罪、跨区域协作及海量数据处理等方面已显疲态。公 安部《科技兴警三年行动计划(2023-2025年)》明确提出，需以信息化技术为核心驱动力，构建"专业 +机制+大数据"的新型警务运行模式。然而，当前公安信息化建设仍处于深化阶段，基础设施、数据共 享及安全防护等方面亟待完善。终端分散、数据安全风险高、多网隔离复杂、移动办公需求激增等问 题，已成为制约公安工作效能提升的关键瓶颈。 01公安信息化现状 信息技术的快速发展与更新迭代，对现有的公安系统 ...

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].

答:您好！公司积极响应政策要求，持续加大在工业互联网平台建 设方面的投入力度。公司谷神工业互联网平台致力于构建以智能制造 为核心的数字化运营能力，解决企业及产业面临的不确定性问题。平台 覆盖了 21 个行业和 9 大领域，包括家电、电子、机械、石化、建筑、 汽车等多个行业，以及安全生产、节能减排、质量管理等多个领域。感 谢您对公司的关注！ 证券代码：300687 证券简称：赛意信息 广州赛意信息科技股份有限公司 投资者关系活动记录表 编号：（投关）2025-003 号 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 线上参与公司 2024 年度网上业绩说明会的投资者 时间 2025 年 05 月 08 日 15:00-17:00 地点 价值在线（https://www.ir-online.cn/）网络互动 上市公司接待人 员姓名 董事长、总经理 张成康 财务总监 欧阳湘英 独立董事 江奇 董事会秘书、副总经理 柳子恒 投资者关系活动 主要内容介绍 1.在2024年国家推动的中小企业数字化转型城市试点中赛意 ...

Core Insights - The company reported a revenue of 2.395 billion yuan for the year, representing a year-on-year growth of 6.27%, while the net profit attributable to shareholders decreased by 45.21% to 139 million yuan due to aggressive pricing strategies in response to market fluctuations and competition [1] - The gross margin for the year was 30.46%, showing a slight decline compared to the previous year [1] - The company achieved an operating cash flow of 1 million yuan for the year [1] Business Segment Performance - The ERP segment generated a revenue of 1.15 billion yuan, down 5.67% year-on-year, primarily affected by changes in the digital transformation cycle of key clients [1] - The smart manufacturing and industrial IoT segment achieved a revenue of 990 million yuan, up 19.33% year-on-year, with new contracts signed increasing by 27.5% due to enhanced market expansion efforts and support from domestic policies [1] Quarterly Performance - In Q4, the company recorded a revenue of 690 million yuan, a year-on-year increase of 20.70%, while the net profit attributable to shareholders fell by 64.49% to 45 million yuan [2] - The gross margin for Q4 was 25.85%, and the net cash flow for the quarter was 111 million yuan [2] AI Strategy - The company has a clear AI strategy focusing on "Generative AI + Intelligent Agents + ERP" and "Generative, Deterministic, Decision-making AI + Intelligent Agents + Smart Manufacturing" to drive AI business development [3] - The integration of generative AI with ERP systems has led to the creation of various AI-driven business scenarios, including intelligent after-sales, recruitment, bidding, form filling, auditing, and operations [3] - In the smart manufacturing sector, the company offers a comprehensive range of products and services that span the entire value chain of manufacturing, helping enterprises achieve intelligent operations and management [3] Profit Forecast and Valuation - The company is expected to achieve revenues of 2.817 billion yuan, 3.323 billion yuan, and 3.943 billion yuan for 2025-2027, with year-on-year growth rates of 17.62%, 17.96%, and 18.65% respectively [4] - Corresponding net profits are projected to be 187 million yuan, 243 million yuan, and 285 million yuan, with growth rates of 33.91%, 30.33%, and 17.25% respectively [4] - The estimated EPS for the same period is 0.46 yuan, 0.59 yuan, and 0.70 yuan, with a PE ratio of 62.03 for 2025 [4]