每经AI快讯，盛视科技（SZ 002990，收盘价：29.37元）9月12日晚间发布公告称，公司第四届第二次 董事会会议于2025年9月12日在公司会议室通过现场与通讯相结合的方式召开。会议审议了《关于投资 设立全资子公司的议案》等文件。 （记者 张喜威） 截至发稿，盛视科技市值为77亿元。 每经头条（nbdtoutiao）——一次自救，"奥特曼"竟埋下百亿元损失的"时间炸弹"，现在被引爆！有人 却在疯狂赚钱⋯⋯ 2025年1至6月份，盛视科技的营业收入构成为：软件与信息技术服务占比99.86%，其他业务占比 0.14%。 ...

Group 1 - The core point of the article is that Boyan Technology (SZ 002649) held a temporary board meeting on September 12, 2025, to discuss the use of idle funds for entrusted financial management [1] - For the first half of 2025, Boyan Technology's revenue composition was as follows: Internet accounted for 38.18%, Finance for 26.29%, High Technology for 22.49%, and Other Industries for 13.05% [1] - As of the report, Boyan Technology's market capitalization was 8.4 billion yuan [1]

Group 1 - The core viewpoint of the news is that Chengmai Technology's stock has seen a significant increase of 5.03%, reaching a price of 55.54 CNY per share, with a trading volume of 527 million CNY and a turnover rate of 4.44%, resulting in a total market capitalization of 12.051 billion CNY [1] - Chengmai Technology, established on September 1, 2006, and listed on January 20, 2017, is primarily engaged in software development, sales, and technical services related to mobile intelligent terminals [1] - The revenue composition of Chengmai Technology includes 80.19% from software technical services, 16.00% from software customization services, 3.56% from the development and sales of software and hardware products, and 0.25% from other sources [1] Group 2 - Among the top circulating shareholders of Chengmai Technology, Huaxia Fund's Huaxia CSI 1000 ETF (159845) increased its holdings by 227,600 shares in the second quarter, now holding a total of 947,000 shares, which represents 0.44% of the circulating shares [2] - The Huaxia CSI 1000 ETF has a current scale of 38.227 billion CNY and has achieved a year-to-date return of 25.44%, ranking 1893 out of 4222 in its category, with a one-year return of 66.57%, ranking 1277 out of 3800 [2] - The fund manager of Huaxia CSI 1000 ETF is Zhao Zongting, who has been in the position for 8 years and 151 days, managing a total fund asset size of 389.148 billion CNY, with the best fund return during his tenure being 112.18% and the worst being -32.63% [3]

智通财经APP讯，景嘉微(300474.SZ)发布公告，近日，公司与安超云软件有限公司(以下简称"安超云") 签署了《战略合作协议》，双方将整合各自优势，通过品牌、产品、技术等全方位合作，共同打造双 赢、可持续发展的战略合作伙伴关系，为用户提供安全可靠的产品及解决方案。公司深耕GPU研发领 域，公司GPU产品与安超云研发的操作系统 ArcherOS(安超超融合)和安超桌面云软件ArcherDT兼容互 换认证，本次战略合作可有效地为信创替代战略规划提供高性能、安全可控的云桌面算力底座，重点聚 焦在党政、央国企、公检法等行业和场景，通过"生态加强、行业深入、 产品融合"三位一体合作，持 续为信创和数字经济提供安全、可靠、高性能的 "多芯全栈GPU云"。 ...

Core Viewpoint - Dingjie Smart achieved a net profit attributable to shareholders of 45.03 million yuan in the first half of the year, representing a year-on-year growth of 6.09%, indicating stable performance growth [1] Financial Performance - The overall gross profit margin of the company has steadily improved [1] - Revenue from R&D design services reached 57 million yuan, with a year-on-year increase of 11.05% [1] - Revenue from digital management services was 571 million yuan, showing a year-on-year growth of 4.32% [1] Product Development - The company launched the industry's first AI-integrated PLM product, which has been validated and iterated through multiple rounds, resulting in nearly 100 customer signings and successful deployments for dozens of clients, effectively enhancing the average transaction value [1] - The company released an enterprise intelligent agent generation suite that covers various aspects of multi-agent collaboration, reflection, and reasoning, transforming AI from a tool into a "digital employee" [1] Industry Position - The company is recognized as a leading provider of data and intelligent solutions, with significant growth potential in the future [1] - Given the growth potential of the industry and the company's ongoing business growth, a "buy" rating is maintained [1]

日前，神州数码集团（000034，SZ）发布2025年中期业绩报告，亮点颇多：核心战略业务稳健增长，AI相关业务收入突破百亿，同比实现两位数增长。 在竞争激烈的AI市场，这无疑是一份极具亮眼的答卷。究其背后，是神州数码集团精准洞察产业发展趋势，适时调整战略转型方向，将盈利能力逐步向 高价值业务集中的结果。 回溯过往，自2016年登陆A股以来，神州数码集团已进行多次战略升级，从云到信创再到全栈AI，每一次迭代都紧跟产业数字化发展，逐步从基础设施服 务布局，聚焦到以全栈AI赋能产业价值重构的核心赛道。公司所展现的，不仅是稳定的发展态势，更是一条从技术引领到生态共赢、从服务提供者到企 业数字化领先合作伙伴的清晰成长路径。 九年战略演进 聚焦高价值业务持续发展 2019年，公司又进入信创赛道，推动自主可控的算力体系与生态建设，从ARM服务器到网络安全，打造出完整的国产化解决方案。 随着鲲鹏超算中心在厦门落地、信创业务总部基地落户合肥，神州数码集团的战略版图进一步延伸：一方面通过前沿算力支撑人工智能、大数据等应用场 景；另一方面打造从硬件到软件的全栈自主创新生态，为政务、医疗、教育等行业提供安全可靠的数字底座。 202 ...

Group 1 - New Hunan Creative Printing Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The legal representative of the company is Zeng Jianping [1] - The business scope includes various printing services, retail of publications, and advertising services [1] Group 2 - The company is authorized to engage in printing of publications, documents, and packaging materials, subject to relevant approvals [1] - General business activities include retail of computer hardware and software, technical services, and information technology consulting [1] - The company also offers design services, including graphic design and digital advertising production [1]

Group 1 - The core point of the article is that the Air Force Logistics Department has suspended the procurement qualifications of Zhongxietong Communication Technology Co., Ltd. due to alleged violations of trust [1][3] - The suspension will take effect from September 11, 2025, and will apply to all procurement activities within the Air Force, including materials, engineering, and services [1][3] - Zhongxietong Communication Technology Co., Ltd. was established in 2009 with a registered capital of 72.21 million RMB and is primarily engaged in software development, system integration, information services, engineering construction, and communication product sales [1][3] Group 2 - The company is headquartered in Jinan, Shandong Province, and has established branches in various cities across Shandong [1] - The suspension is based on the military supplier management regulations and is categorized as a penalty for suspected violations of trust [3] - The processing department responsible for this decision is the Air Force Logistics Department Procurement and Asset Management Bureau [3]

每经AI快讯，有投资者在投资者互动平台提问：贵司的合作伙伴都是国内外一流公司，请问贵司与甲 骨文公司是否有合作？ （文章来源：每日经济新闻） 法本信息（300925.SZ）9月12日在投资者互动平台表示，甲骨文公司尚未成为公司客户，公司会一如既 往的做好深耕与开拓大客户工作，为其提供优质的软件技术服务。 ...

南京软件谷12345热线近日陆续接到企业关于营商环境方面的问题咨询。就营商环境等热点问题，相关 人士进行了解答。 三是优化产业生态，让企业成长更舒心。出台产业政策实施细则，构建公正透明的产业扶持体系，规范 政策兑现流程，全面支持各类大中小企业高质量发展。贺薇 一是扎紧制度笼子，让企业经营更安心。以营造安商稳商富商"亲清"氛围为突破点，研究制定《优化三 服务 安商更富商》工作方案，将廉洁园区建设贯穿于服务企业的全流程，打造风清气正的园区环境。 二是积极回应关切，让企业发展更省心。制定和发布《关于进一步完善软件谷企业服务体系的实施意见 （试行）》，建立企业分层分类牵头服务工作机制，监督涉企服务中存在的推诿扯皮、吃拿卡要等苗头 性问题。今年以来，已走访重点企业352次，解决54家企业诉求61项。 ...