证券日报网讯1月7日，光庭信息（301221）在互动平台回答投资者提问时表示，超级软件工场(SDW)是 新一代基于AI的软件开发新范式，它是汽车电子软件开发和管理的数字工程师，同人类工程师协作， 协助团队解决行业核心痛点的数字专家，主要专注于汽车软件开发全流程，如需求、设计编码、测试和 项目管理等。通过SDW，公司为客户提供汽车软件开发新流程，帮助客户快速迁移到智能化新模式； 利用自己二十多年丰富的汽车行业数据，让AI变得更加聪明；通过采用LLM大模型技术，快速构建AI 智能体，让汽车软件开发者轻松拥有自己的Agent。 ...

光庭信息公告称，公司拟将"基于域控制器的汽车电子基础软件平台建设"和"智能网联汽车测试和模拟 平台建设"项目结项，并将这两个项目及已结项的"智能网联汽车软件研发中心建设项目"的合计 10,751.68万元节余募集资金永久补充流动资金，用于日常经营和研发活动。该事项已获董事会审议通 过，尚需提请股东会审议。节余资金源于公司合理控制成本及现金管理收益等。此举利于提高资金使用 效率，满足营运资金需求。 ...

汽车纵横全媒体 "软筑新生态•AI启未来"。在"十四五"收官与"十五五"谋篇的关键节点上，2025中国汽车软件大会于12月15—16日在上海嘉定召开，汇聚政产学研用精英， 共迎变革与挑战，共探协同破局之路。 本次盛会由中国汽车工业协会和上海国际汽车城（集团）有限公司联合主办。在12月16日上午举办的主论坛上，上海市经济和信息化委员会总工程师裘薇， 上海市嘉定区人民政府副区长季倩倩，中国汽车工业协会常务副会长兼秘书长付炳锋，中国第一汽车集团股份有限公司研发总院高端汽车集成与控制全国重 点实验室基础软件课题组组长李岩，中国汽车工业协会软件分会理事长、中汽创智科技有限公司党委书记兼首席执行官CEO谈民强，华为终端有限公司智慧 出行解决方案产品总监熊燕，东软睿驰汽车技术（沈阳）有限公司总裁兼CTO杜强和智元创新（上海）科技股份有限公司技术生态布道师吴福刚等发言嘉宾 与现场行业精英齐聚一堂，展开深度交流探讨。主论坛由中国汽车工业协会副总工程师、软件分会秘书长王耀主持。 中国汽车工业协会副总工程师、软件分会秘书长王耀（主持人） 产业变革驶入深水区：从软件定义到AI驱动的价值重构 百年未有之大变局下，软件定义汽车、数据驱动 ...

Core Viewpoint - The article highlights the recent institutional research activities among listed companies, emphasizing the significant gains achieved by several companies following institutional interest, particularly in the context of mergers and acquisitions and technological advancements in various sectors [2][5][6]. Group 1: Institutional Research Activities - A total of 117 listed companies received institutional research from December 22 to December 26, with over 70% of these companies achieving positive returns [2]. - Notable stock performances included Chaojie Co., which rose by 41.6%, Guanglian Aviation by 32.44%, and Demingli by 24.97% [2]. Group 2: Key Companies and Developments - Lingyi Zhizao attracted significant attention due to its acquisition of a 35% stake in Dongguan Liminda Electronics Technology Co., valued at 875 million yuan, representing a premium of over 34 times the assessed value [5][6]. - The acquisition aims to enhance Lingyi Zhizao's product matrix in the AI hardware server sector, leveraging Liminda's expertise in thermal management solutions for enterprise-level servers [6]. Group 3: Company Innovations and Market Position - Pulit has made breakthroughs in modified materials and humanoid robots, with its products being used in key components of humanoid robots and expected to positively impact the company's performance as demand grows [9][10]. - Guangting Information is positioning itself as a "Digital Architect" in the automotive software industry, focusing on AI-driven software development processes to enhance productivity and support international expansion [12].

Group 1 - Over 117 listed companies received institutional research this week, with more than 70% achieving positive returns, including notable gains from companies like Chaojie Co. (41.6%) and Guanglian Aviation (32.44%) [2] - Leading research targets included Lingyi Zhi Zao, which received over 100 institutional inquiries, while companies like Pulit, Guangdian Measurement, and Nord Co. received over 50 inquiries each [3] Group 2 - Lingyi Zhi Zao announced a significant acquisition of a 35% stake in Dongguan Liminda Electronic Technology Co., gaining control over 52.78% of voting rights for 875 million yuan, despite Liminda's audited equity being only 71.27 million yuan [4] - The acquisition's valuation reflects a staggering premium of over 34 times, with a total equity value of 2.51 billion yuan, indicating a 3421.81% increase [4] - Liminda specializes in critical thermal management hardware for servers and is recognized as a liquid cooling supplier for major clients like NVIDIA [4][5] Group 3 - Institutions are particularly interested in whether Liminda's clients include major overseas companies such as NVIDIA, Meta, and Google, as well as the strategic purpose behind the acquisition [5] - Lingyi Zhi Zao aims to enhance its server product matrix and profitability in the AI hardware server sector through this acquisition, leveraging Liminda's extensive technical expertise and established client relationships [5] Group 4 - Pulit has made breakthroughs in modified materials and is collaborating with leading clients in the humanoid robot industry, focusing on the development of advanced materials for robotic components [8] - The company’s LCP products have been certified by top overseas robot manufacturers and are expected to see increased usage as these products enter the market [8] Group 5 - Guangting Information, which received 66 institutional inquiries, positions itself as a "Digital Architect" in the automotive software industry, aiming to enhance productivity through its AI-driven software development model [9][11] - The company is implementing a Super Software Workshop (SDW) model to improve efficiency and revenue stability, while also pursuing international expansion to alleviate domestic market pressures [11]

Group 1: Market Performance and Institutional Research - A total of 117 listed companies received institutional research from December 22 to December 26, with over 70% of these companies achieving positive returns [1] - Notable performers included Chaojie Co., which rose by 41.6%, Guanglian Aviation with a 32.44% increase, and Demingli with a 24.97% gain [1] - Leading the research interest was Lingyi Zhi Zao, which received over 100 institutional inquiries, while companies like Pulite, Guangdian Measurement, and Nord Co. were also popular among over 50 institutions [1] Group 2: Lingyi Zhi Zao Acquisition - Lingyi Zhi Zao announced a significant acquisition, purchasing a 35% stake in Dongguan Liminda Electronics Technology Co., gaining control over 52.78% of voting rights for 875 million yuan [2] - The acquisition is notable for its high premium, with a valuation of 2.51 billion yuan against Liminda's audited equity of 71.27 million yuan, resulting in a premium rate exceeding 34 times [2] - Liminda specializes in thermal management products, including liquid cooling connectors and manifolds, and is recognized as a certified supplier for NVIDIA [2][3] Group 3: Pulite's Breakthroughs - Pulite engaged with 76 institutions, highlighting advancements in modified materials, LCP (liquid crystal polymer), sodium-ion batteries, and humanoid robots [4] - The company's modified materials are applicable in humanoid robot components, and they are currently collaborating with leading clients in the industry [4] - Pulite's LCP fibers have entered the supply chain for low-orbit satellites, with significant potential for growth as demand for flexible solar wings increases [4] Group 4: Guangting Information's Strategic Focus - Guangting Information received inquiries from 66 institutions, positioning itself as a "Digital Architect" in the automotive software industry [6] - The company aims to implement a Super Software Workshop (SDW) model to enhance productivity and revenue stability [6] - Guangting's strategy includes international expansion by supporting domestic manufacturers in going abroad and providing services to foreign manufacturers, which may alleviate domestic margin pressures [6]

证券代码：301221 证券简称：光庭信息 武汉光庭信息技术股份有限公司 | 投资者关 | 特定对象调研 媒体采访 | 分析师会议 业绩说明会 | | | --- | --- | --- | --- | | 系活动类 | | | | | | 新闻发布会 | 路演活动 | | | 别 | 现场参观 | | | | | 其他 | 投资者开放日活动 | | | | 序号 | 姓名 | 公司/个人 | | | 1 | 许建 | 锦桥投资 | | | 2 | 关浩浩 | 襄阳创投 | | | 3 | 王继斌 | 致道资本 | | | 4 | 孙仁昊 | 东吴证券 | | | 5 | 袁子翔 | 华源证券 | | | 6 | 肖芳 | 文辉基金 | | | 7 | 王裕 | 天利恒赢 | | | 8 | 张方文 | 个人投资者 | | | 9 | 辛侠平 | 中信建投 | | | 10 | 王嘉昊 | 中信建投 | | | 11 | 王壹民 | 个人投资者 | | | 12 | 程光辉 | 个人投资者 | | 参与单位 | 13 | 周志浩 | 华创证券 | | 名称及人 | 14 | 钟明翰 | 国泰海 ...

12月15日-16日，以"软筑新生态•AI启未来"为主题的2025中国汽车软件大会在上海嘉定召开。汽车软件作为智能化、网联化的核心驱动力之 一，正日益成为推动汽车产业价值重构与生态重塑的关键载体。此次大会聚焦汽车软件领域前沿趋势与核心议题，凝聚全产业链力量，共谋产业 升级新路径，驱动汽车行业智能化高质量发展。 搭建协同平台 助力中国智能汽车产业高质量发展 当前，具身智能作为新一代人工智能的重要方向，已成为抢占科技高峰的关键赛道。上海国际汽车城立足嘉定深厚的汽车产业价值积淀，携手理想汽 车、智元机器人、地平线、舍弗勒工程、面壁智能、深信科创、云幕智造、RIVR、绳肌妙算机器人等具身智能头部企业，共同发起"元生态"具身智能核 心能力开放平台，该平台将立足上海国际汽车城产业链上下游资源，以AI为核心驱动，为具身智能产业提供全方位支撑，打造汽车+具身智能第一站。同 时，汽车城着力建设具身智能高质量孵化创新中心--"具身智能π对场"，为企业提供普惠算力支持，开放多元化实地训练场景，联合共性技术实验室资 源，攻克"感知-决策-行动"闭环关键技术，大幅降低企业研发成本，为具身智能企业提供从技术验证、项目孵化到应用落地的全链 ...

11月经济数据将公布 Wind数据统计显示，下周（12月15日-12月19日）共有25家公司限售股陆续解禁，按12月12日收盘价计算， 解禁总市值为130.32亿元。解禁市值居前三位的是：燕东微（55.66亿元）、林泰新材（21.13亿元）、盛新 锂能（13.98亿元）。 12月15日，国家统计局将公布中国11月社会消费品零售总额、规模以上工业增加值等经济数据。同时，国 新办就11月份国民经济运行情况举行新闻发布会。 海南自贸港全岛封关12月18日启动 12月18日，海南自由贸易港全岛封关运作将正式启动。海南自贸港的封关运作，指的是"一线"放开，"二 线"管住，岛内自由。"一线口岸"指的是从境外进入海南省的口岸，"二线口岸"指的是从海南省进入内地其 他省份的口岸。封关后，海南岛全岛将建成一个海关监管特殊区域，在这个区域，享受自贸港特殊优惠政 策的企业主体，从国外进口到海南的一部分货物，将实现"零关税"。 下周多个会议将召开 由中国汽车工业协会和上海国际汽车城（集团）有限公司联合主办的"2025中国汽车软件大会"，将于2025年 12月15日—16日在上海嘉定召开。大会以"软筑新生态·AI启未来"为主题，设置" ...

交 通 指 引 会议信息 会议名称：2025中国汽车软件大会 举办时间：2025年12月15日-16日 主办单位：中国汽车工业协会 上海国际汽车城（集团）有限公司 会议主题： 软筑新生态·AI启未来 会议酒店 酒店名称：上海国际汽车城瑞立酒店 1.出租车：约25分钟，约25公里 2.公交：地铁2/10号线转11号线，上海汽车城站下，约1小时35分钟 三、上海浦东国际机场 1.出租车：约1小时，约90公里 2.公交：磁悬浮转地铁2号线转11号线，上海汽车城站下，约2小时 四、上海火车站 1.出租车：约42分钟，约34公里 2.公交：地铁4号线外圈/3号线转11号线，上海汽车城站下，约1小时15分钟 五、自驾车 酒店地址：上海市嘉定区安亭镇博园路6966号 $$\exists_{i=1}^{n}\exists_{i=1}^{n}\geq1$$ 一、上海虹桥国际机场 1.出租车：约30分钟，约29公里 2.公交：地铁2/10号线转11号线，上海汽车城站下，约1小时35分钟 二、上海虹桥火车站 来源： 中汽协会技术部 中汽协会数据 网址:www.auto-stats.org.cn 地址:北京市丰台区汽车博物馆东路 诺 ...