截至2025年8月21日收盘，东软集团股价报10.43元，较前一交易日下跌0.57%。当日成交量为331590 手，成交金额达3.47亿元。 东软集团是一家专注于信息技术解决方案的企业，业务涵盖医疗信息化、智慧城市、企业数字化转型等 领域。公司近期在AI应用和数据价值化业务方面取得显著进展。 消息面上，东软集团与贵州省大数据发展管理局签署战略合作协议。根据协议，双方将在数据产业生态 培育、医疗康养数字化转型、智慧医疗技术攻关与成果转化等领域展开合作。东软集团将基于城市医疗 服务平台，推动贵州省医疗数据价值化，构建医疗大数据体系。 资金流向方面，8月21日主力资金净流出2098.11万元，近五日主力资金净流入1144.47万元。 风险提示：股市有风险，投资需谨慎。 来源：金融界 ...

Core Viewpoint - The Jiangsu Provincial Data Exchange has launched a comprehensive plan to cultivate a data trading ecosystem, aiming to enhance the marketization of data resources in the province [1] Group 1: Data Market Development - The "Hundred Million" plan has been initiated to build a high-quality data trading zone across various sectors including healthcare, meteorology, industry, modern agriculture, and finance [1] - The Jiangsu Data Exchange, established in early 2023, is positioned as the core hub for data circulation in Jiangsu Province [1] Group 2: Platform Performance - As of now, the platform has listed a total of 3,837 data products, with a trading volume of 99.1 million yuan [1] - The platform aims to serve as a major channel for the market-oriented allocation of data resources in the province [1]

Core Viewpoint - The establishment of a comprehensive data trading ecosystem in Jiangsu Province is underway, with the launch of the "Hundred Million" plan aimed at enhancing data circulation and utilization across various industries [1] Group 1: Data Trading Development - The Jiangsu Data Exchange, located in Nanjing, has launched 3,837 data products and achieved a trading volume of 99.1 million yuan, positioning itself as a key player in the province's data market [1] - The data exchange focuses on three main categories: data sets, data services, and data applications, facilitating the market-oriented allocation of data resources [1] Group 2: Industry Applications - The "Hundred Million" plan aims to create high-quality data trading zones in sectors such as healthcare, meteorology, industry, modern agriculture, and finance, providing essential data for artificial intelligence companies [1] - The initiative is expected to enhance the overall data ecosystem by addressing barriers to data flow and fostering a collaborative environment among over a thousand upstream and downstream enterprises [1]

Group 1 - The competition, themed "Data Empowerment Multiplier," focuses on the innovative application of data elements across 13 industries, including industrial manufacturing, modern agriculture, and commercial circulation [1] - The competition is organized by the National Data Bureau in collaboration with multiple ministries and aims to promote the market-oriented allocation of data elements [1][4] - The national finals are scheduled for October 2025, with local competitions already underway in various regions [1] Group 2 - The transportation sector has identified seven key topics to enhance digital transformation, cost reduction, and safety through data utilization [2] - The healthcare sector aims to leverage data for improving service convenience and innovation through a series of competition topics [2] - An open innovation track has been established to encourage technological advancements beyond specific industries, focusing on data set construction and public data utilization [2] Group 3 - In the Guizhou regional competition, the leading categories include industrial manufacturing, vertical industry models, and urban governance [3] - Local governments are actively supporting winning teams with funding and resources, exemplified by Tianjin's commitment to provide financial backing and subsidies [3] - The competition emphasizes cross-field data integration and aims to create replicable and demonstrative scenarios [3] Group 4 - This year's competition places greater emphasis on the market-oriented value of data elements, aiming for breakthroughs in scale, quality, and effectiveness [4] - The evaluation criteria focus on data governance, practical effectiveness, and open innovation to enhance data circulation and innovation [4]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report emphasizes the significance of RDA (Real Data Assets) in promoting the marketization and value realization of data elements, enhancing the efficiency of connecting physical assets and capital, and fostering the deep integration of the real economy and digital economy [4][5] - RDA encapsulates data assets and their associated physical assets, forming a new asset type that leverages the multiplier effect of releasing the value of physical assets [6] Summary by Sections Industry Overview - The report highlights a projected industry performance that is expected to surpass the overall market [1][11] RDA Characteristics - RDA features include real-number integration, transparency, reliable returns, value reconstruction, and ecological collaboration, which collectively aim to break through the financing bottlenecks of physical assets [5] Investment Recommendations - Recommended companies benefiting from RDA include Zhuoyi Information, Hehe Information, Lais Information, and others, with a focus on those that can leverage the new asset forms created by RDA [6]

Core Viewpoint - Neusoft Corporation has decided to terminate the proposed share issuance for asset acquisition and related fundraising due to a lack of consensus among parties involved and changes in market conditions since the initial planning of the transaction [1][3] Group 1: Transaction Details - The company initially planned to acquire a total of 57% equity in Simi Technology through cash payments and an additional 43% through share issuance to Neusoft Holdings [1] - The acquisition aimed to enhance Neusoft's digital service capabilities and create a digital economy service ecosystem [2] - The termination of the transaction was officially communicated during an investor briefing held on July 3 [1][3] Group 2: Business Performance and Strategy - Neusoft reported that its business operations remain stable, with healthy development across various sectors [4] - The company has initiated a significant strategic transformation aimed at improving operational performance and has launched an intelligent solution strategy focusing on AI and big data [4] - In 2024, Neusoft signed new contracts worth 678 million yuan in vertical AI applications and 233 million yuan in data value-related businesses, marking a year-on-year growth of 207% [5] Group 3: Market Environment and Future Outlook - The market environment and the actual situation of the target company have positively changed since the initial planning of the transaction [3] - Simi Technology has been expanding its client base, including notable companies like ByteDance and JD Group, and has seen continuous growth in contracts [3] - Neusoft aims to leverage the opportunities presented by the new wave of AI and data value realization to enhance its product offerings and order acquisition [4][5]

Core Insights - The report emphasizes the increasing importance of data as a strategic resource in the digital economy, highlighting its role in enhancing the competitiveness of listed companies and the national economy [12][20][41] - Data valuation encompasses both internal and external value, with internal value arising from systematic processing of raw data and external value depending on market efficiency in data allocation [12][41] - The report outlines a progressive path for data valuation: resourceization, productization, assetization, and capitalization, where each stage creates independent value while supporting one another [12][41] Group 1: Importance of Data Valuation - Data valuation is crucial for listed companies as it can provide new growth opportunities and support economic structural optimization [12][20] - The report constructs a comprehensive evaluation index system covering operational efficiency, management systems, application value, and value-added potential [2][12] - Listed companies are identified as key players in the data valuation process, possessing substantial data resources and a strong governance structure [20][22] Group 2: Policy Framework and Institutional Design - The "Data Twenty Articles" policy framework has been established to facilitate data valuation, addressing issues of data ownership and market circulation [31][34] - The National Data Bureau is actively promoting industry consensus and standardizing terminology to enhance the understanding and implementation of data valuation [32][33] - The Ministry of Finance has clarified the asset attributes of data, allowing companies to recognize data as intangible assets or inventory in financial statements [34][35] Group 3: Practical Pathways and Case Studies - The report highlights successful case studies from companies like Tuolisi, Aerospace Hongtu, and Wanda Information, showcasing effective data resource management and valuation practices [2][10] - The data valuation process is seen as a critical pathway for companies to transition from traditional value creation methods to data-driven strategies [23][24] - The report suggests that companies should develop data valuation strategies, enhance operational capabilities, and improve data asset management systems to fully realize data value [2][12] Group 4: Future Outlook and Recommendations - Data valuation is expected to become a key strategic focus for companies, with an acceleration in the process of data asset recognition [2][12] - The report encourages companies to adopt proactive data governance and disclosure practices to enhance market transparency [12][14] - It anticipates that the integration of data assets into corporate valuations will increasingly influence investment decisions and market performance [2][12]

Core Insights - The "Smart Agriculture Data Industry Innovation Center" was officially inaugurated at the Shanghai Data Exchange, with four data products from Shanghai Langxia Jintudi Green Agriculture Co., Ltd. successfully listed for trading, indicating Shanghai's efforts to build a comprehensive value chain for smart agriculture data [1] - The center aims to create a credible and value-enhancing agricultural data ecosystem, establishing compliant trading rules and standards to develop a new networked trading system for smart agriculture [1][3] - The data products include a weather and warning database for facilities greenhouses, a multi-source data fusion yield prediction analysis, an indoor environment management query, and an environment management action analysis, which have been successfully traded with Pacific Anxin Agricultural Insurance Co., Ltd. [1][2] Company Insights - Jiqing Technology (Shanghai) Co., Ltd. plays a pivotal role in the value realization of smart agriculture data, focusing on the entire value chain of agricultural data and creating a complete ecological loop covering data collection, governance, circulation, and application [2] - The company has developed a high-precision yield prediction model that integrates multi-source data, with a prediction error controlled within 5%, providing critical data support for agricultural product trading [2] - The company is positioned as a "data element service provider," leveraging its capabilities in data processing and analysis to address the lack of applicable yield measurement equipment and technology in agricultural facilities [2] Future Developments - The "Smart Agriculture Data Industry Innovation Center" plans to leverage the advantages of the Shanghai Data Exchange and the capabilities of Jiqing Technology to gradually build a data trading ecosystem for the smart agriculture industry, focusing on green agriculture, quality improvement, and traceability [3]

Core Viewpoint - Neusoft Corporation is actively implementing strategic transformations focusing on AI and data value, leading to significant improvements in operational performance and market position across various sectors, particularly in healthcare and smart automotive solutions [2][3][11]. Group 1: Strategic Transformation and Performance - The company has made substantial progress in its strategic transformation, emphasizing the intelligentization of solutions and data value realization, resulting in a notable increase in net profit and cash flow [3][4]. - In 2024, the company signed new contracts worth 678 million yuan in vertical AI applications and 233 million yuan in data value-related businesses, marking a year-on-year growth of 207% [3][4]. - The company achieved a net profit of 36.13 million yuan, an increase of 111.14 million yuan year-on-year, with a main business net profit growth of 22.01% [3][4]. Group 2: Healthcare Sector Developments - Neusoft maintains the leading market share in healthcare IT solutions, focusing on high-quality reforms in public hospitals and the value realization of healthcare data [4][11]. - The company signed over 30 major healthcare project orders in 2024, enhancing its service capabilities in the healthcare sector [4][11]. - Neusoft's AI-driven healthcare solutions have been implemented in over 90 hospitals, showcasing its commitment to integrating AI with healthcare services [6][11]. Group 3: Smart Automotive Solutions - The company has developed the 8295 smart cockpit platform, achieving significant technological innovations and partnerships with major automotive manufacturers [5][22]. - In 2024, the overall shipment volume of automotive products increased by over 30%, with export-related business growing by 65% [5][24]. - Neusoft's automotive solutions have been recognized with multiple awards, including the "Best Overseas Practice Award" and "Top 10 AI Technology Partners for Chinese Automotive Enterprises" [5][24]. Group 4: Data Value and AI Integration - Neusoft is actively collaborating with various cities to build data value ecosystems, focusing on healthcare, smart cities, and government big data [8][15]. - The company has launched innovative applications in data governance and AI-driven solutions, enhancing its capabilities in the healthcare and social security sectors [15][16]. - Neusoft's cloud-native data platform has strengthened its compatibility with domestic innovations, facilitating the development of data-driven products across multiple industries [8][15]. Group 5: Recognition and Awards - The company has received numerous accolades for its contributions to the software industry and its innovative solutions in AI and healthcare [8][10]. - Neusoft was recognized as a leading enterprise in the new generation of information technology and awarded for its digital government solutions [10][28]. - The company continues to enhance its brand reputation and influence within the digital economy, receiving awards for its smart elderly care services and digital government products [9][10].

Core Viewpoint - Dongsoft Group is focusing on the intelligentization strategy for solutions in 2024, emphasizing AI and big data to enhance business innovation and achieve significant growth in new contracts [1][2]. Group 1: Business Performance - In 2024, Dongsoft signed new AI application contracts worth 678 million yuan and data value-related contracts worth 233 million yuan, representing a year-on-year growth of 207% [1]. - In Q1 2025, the company signed new AI application contracts worth 189 million yuan and data value-related contracts worth 78 million yuan, with a year-on-year growth of 54% [2]. - The AI+medical business saw a contract amount of 139 million yuan in Q1 2025, marking a year-on-year increase of 211% [2]. Group 2: Product Development - Dongsoft has launched innovative products in the fields of "AI+imaging and auxiliary diagnosis," "AI+medical assistant," and "AI+medical insurance," which are being applied in major medical institutions [3]. - The company released the "AI+medical" full series solution "Tianyi," covering eight medical industry empowerment bodies and implemented in dozens of hospitals [2][3]. - The "Flying Standard Medical Imaging Annotation Platform 5.0" has annotated 55 million images by the end of 2024, recognized as the only recommended commercial tool for AI-assisted marking by clinical experts [3]. Group 3: Strategic Acquisitions - Dongsoft's acquisition of 57% of Sire Technology has been approved by the shareholders' meeting and has passed the review by the State Administration for Market Regulation [4]. - The company is currently advancing the delivery and business change procedures related to this cash acquisition and is negotiating the purchase of the remaining 43% stake [4].