杰创智能：拟不超过40亿元采购IT设备及零配件总金额 用于云计算业务 派瑞股份：签订IGBT芯片批量采购框架协议 2028、2029及2030年度预测供货总量金额约为1314亿元 保利联合：中标15.28亿元剥离工程二标段项目 【投资&经营】 爱美客：独家经销的注射用A型肉毒毒素产品获得药品注册证书 康泰生物：吸附无细胞百白破（组分）联合疫苗临床试验申请获受理 润建股份：与京东科技签订战略合作框架协议 将围绕AI应用、智算云拓展等多领域开展合作 中无人机：签订金额超1亿元的无人机系统合同 预计对合同履行年度经营业绩产生积极影响 全信股份：拟发行可转债募资不超过3.12亿元 用于商用航空传输与互联通信集成化产品生产项目等 粤电力A：惠来电厂5、6号机组扩建工程（2×1000MW）项目5号机组投产 该项目总投资80.5亿元 工业富联：2025年半年度合计派发现金红利65.5亿元(含税) 股权登记日为2026年1月15日 【资本运作】 北方长龙：拟购买顺义科技51%股份 预计构成重大资产重组 昌红科技：控股子公司12英寸FOUP、HWS及配套辅材等半导体耗材产品获得某国内主流晶圆厂客户 2026年超半数的采购份额 ...

1月8日晚间，杰创智能（301248）发布关于购买设备的公告称，为推进人工智能战略发展和业务转型， 杰创智能拟向多家供应商采购IT设备及零配件总金额不超过40亿元。 数据显示，1月8日，杰创智能收报37.45元/股，盘中股价创历史新高，最新市值约为58亿元。 加码投入云计算业务 杰创智能公告显示，随着公司人工智能战略稳步推进，在人工智能业务方向的投入力度持续加大。本次 公司购买IT设备及零配件主要用于公司云计算业务，以及相关技术产品研发，有利于扩大云计算业务规 模、深度融入云计算产业生态链。 相关IT设备及零配件预计交付时间为2026年6月。 公告还特别提到，出于商业秘密及战略发展的考虑，按照规则披露将导致违约或可能引致不当竞争，因 此根据相关规定对本次交易对方的相关信息进行了豁免披露，故不予披露交易对手方的具体情况。 这对杰创智能而言是一笔不小的投资。截至2025年第三季度，杰创智能总资产为29.54亿元。以公司1月 8日收盘价37.45元/股计算，杰创智能最新市值约58亿元。 大力发展智算云业务 杰创智能网站信息显示，公司专注于人工智能产品的研发与制造，构建了覆盖AI基础设施与"AI+"行业 应用的全栈技 ...

今日聚焦 1、润建股份：与京东科技签订战略合作框架协议 将围绕AI应用、智算云拓展等多领域开展合作 润建股份公告称，公司与京东科技信息技术有限公司(简称"京东科技")于1月8日签署了《战略合作框架 协议》，拟围绕AI应用、智算云拓展、智算AIDC合作等多领域开展合作，促进AI技术商业化应用。其 中：在AI应用上，双方将整合资源优势，推动AI技术在智慧农业、智能园区、数字文旅、智慧零售等 领域的商业化应用;在智算云上，双方将在五象云谷智算中心部署京东云专属高性能智算节点，公司将 持续增加五象云谷算力投入，推动五象云谷多期建设;在云计算领域，双方将携手强化"润建云"，同时 借助京东广泛的市场渠道进行业务拓展;在AIDC上，双方将探索共建涵盖集群、维保、调度平台等的算 力服务体系。 2、万科A：郁亮因到龄退休辞任公司董事、执行副总裁职务 万科A公告称，郁亮因到龄退休，于2026年1月8日向公司董事会提交书面辞职报告，申请辞去公司董 事、执行副总裁职务。辞去上述职务后，郁亮将不再担任公司任何职务。郁亮的辞职不会导致公司董事 会成员低于法定人数，不会影响公司董事会的正常运作和公司的日常经营。公司将尽快完成董事的补选 工 ...

一、停牌 1、荃银高科：中国种子集团要约收购2.98亿股，股票复牌。 2、惠博普：水业集团筹划转让25%-30%公司股份，股票停牌。 3、天晟新材：第一大股东吴海宙正在筹划重大事项并可能导致控制权发生变动，股票停牌。 二、定增、并购 1、日久光电：拟定增募资不超过8亿元用于年产600万平方米功能性膜项目、补充流动资金。 2、粤电力Ａ：惠来电厂5、6号机组扩建工程（2×1000MW）项目5号机组投产 该项目总投资80.5亿元。 3、中无人机：签订金额超1亿元的无人机系统合同，预计对合同履行年度经营业绩产生积极影响。 4、天能股份：拟使用不超过120亿元自有资金进行委托理财。 5、昌红科技：控股子公司12英寸FOUP、HWS及配套辅材等半导体耗材产品获得某国内主流晶圆厂客 户2026年超半数的采购份额。 2、全信股份：拟发行可转债募资不超过12亿元用于商用航空传输与互联通信集成化产品生产项目等。 3、北方长龙：拟购买顺义科技51%股份，预计构成重大资产重组。 三、回购 1、星宸科技：拟以6000万元-1.2亿元回购股份，本次回购股份的价格为不超过88.90元/股。 2、新开源：拟以4000万元-5000万元回购股 ...

人民财讯1月8日电，润建股份（002929）1月8日公告，公司与京东科技信息技术有限公司(简称"京东科 技")于1月8日签署了《战略合作框架协议》，拟围绕AI应用、智算云拓展、智算AIDC合作等多领域开 展合作，促进AI技术商业化应用。其中：在AI应用上，双方将整合资源优势，推动AI技术在智慧农 业、智能园区、数字文旅、智慧零售等领域的商业化应用；在智算云上，双方将在五象云谷智算中心部 署京东云专属高性能智算节点，公司将持续增加五象云谷算力投入，推动五象云谷多期建设；在云计算 领域，双方将携手强化"润建云"，同时借助京东广泛的市场渠道进行业务拓展；在AIDC上，双方将探 索共建涵盖集群、维保、调度平台等的算力服务体系。 ...

与高质量发展。作为该奖项的获得者，天融信凭借深耕网络安全行业三十余年的深厚积淀与持续创新能 力，显示出强劲的品牌竞争力。 天融信（002212）创始于1995年，是上市公司中成立最早的网络安全企业，中国第一台商用防火墙的缔 造者，至今已连续25年位居国内防火墙市场占有率第一。多年来，天融信紧跟新技术、新应用、新场景 发展，前瞻布局 AI+安全、数据安全、智算云、信创安全、工业互联网安全、车联网安全等新业务方 向，成为国内自主研发产品品类最全且极少数拥有硬件芯片研发能力的综合型网络安全企业。迈入第四 个"十年"战略发展期，天融信将坚持安全与智算并进，致力于成为中国领先的网络安全与智算云解决方 案提供商，赋能各行业客户数字化、智能化转型升级。 网络安全作为国家安全的重要基石，是保障产业升级发展的核心基础设施。天融信持续加码AI、智算 云等前沿技术在安全领域的应用，以"十五五"规划蓝图为指引，在国产化、行业化、服务化、智能化方 向持续深耕，以技术创新守护数字中国建设，以安全能力赋能新质生产力发展。此次斩获"杰出品牌 奖"，既是行业对天融信过往成就的认可，更是对其未来引领行业安全发展的期许。在第四个"十年"发 展期， ...

Core Viewpoint - The company is actively investing in new technologies and directions such as AI+security, intelligent computing cloud, trusted computing security, data security, cloud security, industrial internet security, vehicle networking security, and internet of things security, establishing a comprehensive security product system and integrated solutions for intelligent computing cloud [1] Group 1 - The company has formed a full-stack security product system covering "cloud, management, edge, and terminal" [1] - The company has achieved large-scale applications across multiple industries [1]

Core Insights - Kingsoft Cloud (NASDAQ: KC, HKEX: 3896) reported a Q3 revenue of 2.48 billion yuan, representing a 31% year-over-year growth, with public cloud revenue at 1.75 billion yuan and industry cloud revenue at 730 million yuan, both showing sequential growth [1][2] Group 1 - The company is implementing its AI strategy steadily, with core business showing resilient growth [1] - Kingsoft Cloud is enhancing its model API business to create new growth engines in reasoning scenarios [1] - The company is focusing on "to B" enterprise services, selecting advantageous vertical industries and geographic areas to build future core competitiveness [1] Group 2 - Kingsoft Cloud continues to invest in infrastructure and refine its intelligent cloud products and solutions [2] - The company aims to attract AI talent through its dual R&D centers in Beijing and Wuhan, promoting product innovation [2] - The workforce in Wuhan has increased 1.8 times since the strategic announcement in 2022 [1]

Core Viewpoint - The company is actively focusing on the "Aerospace Computing Power" sector, with existing technological reserves in satellite internet security and various network security solutions implemented domestically and in countries along the "Belt and Road" initiative [1] Group 1: Satellite Internet Security - The company has developed a satellite application service platform and satellite remote sensing system as part of its network security solutions [1] - These solutions have been successfully implemented in multiple countries along the "Belt and Road" [1] Group 2: Intelligent Computing Cloud - The company is investing in and establishing a presence in the intelligent computing cloud sector [1] - It has launched a series of products including the intelligent computing cloud platform and integrated computing machine [1] - These offerings provide customers with high-performance and secure integrated infrastructure solutions for intelligent computing [1]

Core Viewpoint - The company reported a significant decline in revenue and an increase in net loss for the first three quarters of 2025, indicating challenges in financial performance amidst ongoing market developments [4]. Financial Performance - For the first three quarters of 2025, the company achieved revenue of 1.202 billion, a year-on-year decrease of 24.01%, and a net loss attributable to shareholders of 235 million, widening from a loss of 169 million in the same period last year [4]. - In Q3 2025, the company recorded revenue of 376 million, a year-on-year decrease of 46.96%, and a net profit of -171 million, indicating a shift to losses compared to the previous year [4]. Business Segment Performance - The company's intelligent computing cloud business generated revenue of 129 million in the first three quarters of 2025, a year-on-year increase of 7.59%, accounting for 10.73% of total revenue [5]. - The cybersecurity business reported revenue of 1.064 billion, a year-on-year decrease of 26.83%. Q3 revenue was significantly impacted by project delays, although signed and pending orders showed growth [5]. - Revenue growth was observed in the telecommunications and transportation sectors, with increases of 13.14% and 18.73% respectively, while the financial and energy sectors remained stable [5]. Profitability and Cost Control - The company's gross margin has shown a steady increase, with figures of 59.72%, 60.19%, 61.04%, and 63.62% for the years 2022, 2023, 2024, and the first three quarters of 2025 respectively, indicating significant improvement [6]. - Total expenses for marketing, R&D, and management decreased by 11.13% year-on-year in the first three quarters of 2025, with R&D, management, and sales expenses declining by 15.05%, 17.23%, and 6.48% respectively [6]. Strategic Focus Areas - The company is making substantial investments in new fields such as AI + security, intelligent computing cloud, commercial encryption, cloud security, and trusted innovation security, and is transitioning into a harvest phase [7]. - In the AI + security domain, the company is upgrading its Tianwen large model and has launched new products that integrate advanced security features across its core offerings [7][8]. - The intelligent computing cloud product matrix includes hyper-converged, desktop cloud, enterprise cloud, and intelligent computing cloud solutions, while the commercial encryption segment covers 18 mainstream encryption products [8].