长江商报消息 ●长江商报记者 徐佳 根据重组草案，索辰科技拟通过全资子公司数字科技收购马国华、田晓亮等交易对手方持有的力控科技 60%股权，交易价格为1.92亿元。交易完成后，力控科技将成为上市公司二级控股子公司，纳入上市公 司合并报表范围。 据了解，力控科技成立于2011年，是一家国内领先的工业软件产品及工业自动化解决方案提供商，主营 业务聚焦于SCADA软件、工业智能管控产品及工业数智化解决方案的研发、销售和服务。在SCADA软 件领域，力控科技与亚控科技长期占据国内厂商前二的位置。 索辰科技则是国内CAE领域的龙头企业，二者在工业软件细分领域均具有领先地位，在产业生态中承担 着关键且互补的角色。 国产CAE龙头索辰科技（688507.SH）将借重组进一步提升核心竞争力。 日前，索辰科技发布重组草案，拟通过全资子公司数字科技以1.92亿元现金收购北京力控元通科技有限 公司（以下简称"力控科技"）60%股权，交易完成之后，力控科技将纳入索辰科技合并报表范围。 长江商报记者注意到，作为国内CAE领域的龙头企业，索辰科技此次并购SCADA领域的力控科技，意 在快速补充产品技术能力，并拓展客户群体，进而提升盈利能 ...

Core Viewpoint - Shanghai Suochen Information Technology Co., Ltd. (Suochen Technology) is acquiring a 60% stake in Beijing Likong Yuantong Technology Co., Ltd. for 192 million yuan, marking its second acquisition in a year, aimed at expanding its industry applications and accelerating its physical AI strategy [1][2]. Group 1: Acquisition Details - The acquisition of Likong Technology will make it an indirect subsidiary of Suochen Technology, following a previous acquisition of a 55% stake in Ningbo Maisijie Technology Co., Ltd. for 88 million yuan [1]. - Likong Technology's SCADA system is designed for adaptive compression storage of multi-modal physical quantities, which aligns with Suochen Technology's physical AI platform [3]. Group 2: Strategic Focus on Physical AI - Physical AI is defined as the integration of AI with the physical world, differing from traditional data and computation-driven digital AI, and is seen as a new core paradigm for AI development [2]. - The chairman of Suochen Technology, Chen Hao, believes that CAE may be redefined due to the transformative impact of physical AI [2]. Group 3: Financial Position and Future Plans - As of June 30, 2025, Suochen Technology has a cash balance of 1.683 billion yuan, providing a solid foundation for future acquisitions [3]. - The company plans to evaluate future acquisitions based on technological synergy, channels, and ecosystem considerations [3].

Core Viewpoint - The recent "Artificial Intelligence +" action plan by the State Council provides a clear direction for the development of industrial software in China, marking a significant shift towards high-quality growth and innovation in the sector [1] Group 1: Industrial Software Development - Industrial software is identified as the core engine for the transformation of manufacturing towards high-end, intelligent, and green processes, serving as a key pillar for modern industrial systems [1] - The strategic value of industrial software lies in its ability to drive new productive forces, activate the potential of the digital economy, and enhance the resilience of the industrial system [1] Group 2: Transition to Software-Defined Industry - Modern industry is transitioning from an equipment-centric model to a software-defined model, which stimulates innovation across various stages including R&D, simulation, production, and management [2] - The concept of industrial large models represents a new paradigm for industrial software, focusing on knowledge accumulation and quality enhancement rather than replacing existing software [2] Group 3: Innovation and Ecosystem - Recent advancements in engineering innovation in China showcase new paradigms and rules, emphasizing the importance of both original and engineering innovation [2] - There is a call for the establishment of a new innovation ecosystem and governance system to support comprehensive innovation efforts [2]

Group 1 - The core viewpoint of the news is that Guorui Technology has seen a stock price increase of 5.02%, reaching 32.86 CNY per share, with a trading volume of 5.22 billion CNY and a market capitalization of 408.07 billion CNY as of September 30 [1] - Guorui Technology, established on June 28, 1994, and listed on January 28, 2003, is based in Nanjing, Jiangsu Province, and specializes in the research, development, production, debugging, sales, and related services of air traffic control radar, meteorological radar and application systems, rail transit signal systems, microwave devices, and special power supplies [1] - The revenue composition of Guorui Technology is as follows: radar equipment and related systems account for 78.61%, industrial software and intelligent manufacturing 11.74%, smart rail transit 8.32%, and others 1.33% [1] Group 2 - According to data from the top ten holdings of funds, Qianhai Kaiyuan Fund has a significant position in Guorui Technology, with its Qianhai Kaiyuan Belt and Road Mixed A Fund (001209) holding 277,600 shares, representing 7.88% of the fund's net value, making it the largest holding [2] - The Qianhai Kaiyuan Belt and Road Mixed A Fund was established on April 29, 2015, with a latest scale of 47.4766 million CNY, and has achieved a year-to-date return of 13.83%, ranking 5429 out of 8167 in its category [2] - The fund has a one-year return of 0.78%, ranking 7874 out of 8010, and has experienced a cumulative loss of 35.8% since its inception [2] Group 3 - The fund manager of Qianhai Kaiyuan Belt and Road Mixed A Fund is Wu Guoqing, who has been in the position for 10 years and 9 days, managing total assets of 5.333 billion CNY [3] - During his tenure, the best fund return achieved was 369.94%, while the worst return was -30.77% [3]

Group 1 - The core point of the article is that Suochen Technology (688507.SH) plans to acquire 60% equity of Likong Technology from 10 shareholders for 192 million yuan, constituting a major asset restructuring [1] - The target company, Likong Technology, has over 20 years of experience in the SCADA software field, developing a comprehensive industrial automation software product system centered around SCADA products [1] - This acquisition will enable Suochen Technology to provide a full lifecycle solution from research and design to production manufacturing, potentially driving innovation in physical AI and contributing to the high-quality development of China's industrial software sector [1]

Core Insights - The collaboration between Inspur Digital and Dassault Systèmes has led to the launch of Inspur Haiyue inSuite by DELMIAWorks, aimed at addressing the transformation challenges faced by growth-oriented discrete manufacturing enterprises [1] - The product offers an end-to-end integrated industrial software solution that covers R&D design, production manufacturing, and operational management, facilitating the construction of a digital intelligent system for discrete manufacturing [1] Group 1 - The product is designed to tackle the complexities of product structures, diverse production modes, and management difficulties in the discrete manufacturing sector, which is undergoing a shift from traditional manufacturing to intelligent manufacturing [1] - It features a unified data foundation that optimizes the entire process across five core business areas: R&D design, production manufacturing, operational management, maintenance services, and supply chain management [1] - The solution includes 28 standardized manufacturing scenarios tailored for ten key industries, such as equipment manufacturing, automotive parts manufacturing, medical instruments, and general specialized equipment manufacturing [1] Group 2 - Inspur Haiyue inSuite by DELMIAWorks integrates advanced technologies like artificial intelligence to create a comprehensive intelligent empowerment system across the entire business chain [2] - The product employs a "vertical domain model + AI Agent + toolchain" approach, embedding AI deeply into specific business scenarios [2] - For instance, the production material management agent utilizes a dual-core MRP system to link demand, inventory, procurement, and orders in real-time, significantly reducing the planning optimization process from several days to just a few hours, thereby enhancing efficiency and minimizing human errors [2]

Core Insights - The city is actively promoting major industrial projects to achieve its annual development goals, with a focus on integrated industrial space and hub development [1] Group 1: Major Project Progress - A new industrial software base project with a total investment of approximately 3.14 billion is under construction, highlighting the city's commitment to industrial software as a key driver for manufacturing transformation [2] - The city has achieved a 100% opening rate for 20 provincial major projects as of July, with 54 provincial projects completing 75.3% of their annual investment target by August, exceeding the planned progress by 8.6 percentage points [2] - For city-level projects, 142 out of 147 major projects have commenced by August, achieving a 96.6% opening rate, with an expected 100% completion by the end of September [2] Group 2: Industrial Investment Growth - Industrial investment in the city is projected to reach 91.8 billion, reflecting a year-on-year growth of approximately 12%, maintaining a leading position within the province [3] Group 3: Investment Attraction - The Yangtze River Digital Audio-Visual Industrial Park has attracted 56 companies and produced nearly 300 micro-dramas with a total output value exceeding 350 million within a year, showcasing the city's growing investment appeal [4] - The city has launched a "Quality Improvement Year" for investment attraction, with 807 projects initiated or operational by August, of which 258 projects have commenced, achieving 86% of the annual target [5] Group 4: Project Execution and Future Plans - Various districts are committed to accelerating project construction and enhancing investment attraction, with specific targets set for project numbers and investment amounts for the upcoming year [7][8]

Core Viewpoint - The article discusses the upcoming IPO of Saimite Information Group Co., Ltd., which is positioned to leverage its full-stack intelligent manufacturing software solutions to tap into a trillion-yuan market as the industry transitions towards smart, networked, and digital manufacturing driven by AI and big data [1][2]. Company Overview - Saimite has developed the first and only full-stack intelligent manufacturing and management software solution in the industry, making it the largest Chinese provider in the advanced industrial intelligent manufacturing software market by revenue in 2024 [2]. - The company has successfully expanded its business from the semiconductor sector to other industries such as power, electronics, automotive, and biomedicine, increasing its customer base to 758 by June 30, 2025 [2][3]. Financial Performance - Saimite's revenue has shown robust growth, with figures of 181 million RMB, 287 million RMB, and 499.7 million RMB from 2022 to 2024, resulting in a compound annual growth rate (CAGR) of 66.13% [3]. - The company has turned profitable, reporting profits of 24.56 million RMB and 73.83 million RMB in 2023 and 2024, respectively, with a profit of 33.62 million RMB in the first half of 2025 [3]. Business Segments - The primary revenue source is the intelligent manufacturing software solutions, which have seen a CAGR of 43.9% from 2022 to 2024, although its revenue share has decreased from 99.5% in 2022 to 74.6% in 2024 [4]. - The management software solutions segment has experienced significant growth, with revenue increasing from 0.5% of total revenue in 2022 to 28.9% in the first half of 2025, and a CAGR of 959.9% from 2022 to 2024 [5]. Industry Outlook - The Chinese industrial software market is projected to grow from 197.4 billion RMB in 2020 to 294 billion RMB in 2024, with a CAGR of 10.5%, and is expected to reach 467 billion RMB by 2029 [7]. - The advanced industrial intelligent manufacturing software market is anticipated to grow from 17.1 billion RMB in 2020 to 31 billion RMB in 2024, with a CAGR of 16.1% [7]. - The market is currently dominated by foreign giants, but domestic companies like Saimite are rapidly gaining ground due to increasing demand for localized and controllable software solutions [8]. Competitive Position - Saimite holds a market share of only 1.5% in the advanced industrial intelligent manufacturing software sector, indicating significant room for growth in a fragmented market where the top ten players account for 32.4% of the market [8]. - The company is well-positioned to capitalize on the trends of domestic innovation and the shift towards smart manufacturing, supported by favorable policies and market conditions [8].

Core Viewpoint - The article highlights the significance of industrial software in the context of Industry 4.0, emphasizing its role as a crucial tool for digital transformation and a driving force for global smart manufacturing development. The recent IPO application of Samit Information Group Limited in Hong Kong is a key development in this sector [1]. Company Overview - Samit has developed the industry's first and only full-stack smart manufacturing and management software solution, positioning itself as the largest provider in China's advanced industrial software market by revenue in 2024 [2]. - The company has successfully expanded its business from the semiconductor sector to various industries, including power, electronics, automotive, and biomedicine, resulting in a growing customer base of 758 clients by June 30, 2025 [2]. Financial Performance - Samit's revenue has shown robust growth, with figures of 181 million RMB in 2022, 287 million RMB in 2023, and 499.7 million RMB in 2024, reflecting a compound annual growth rate (CAGR) of 66.13% over three years [3]. - The company has turned profitable, with profits of 24.5 million RMB in 2023 and 73.8 million RMB in 2024, following losses of 80.9 million RMB in 2022 [3]. Business Segmentation - The primary revenue source for Samit is its smart manufacturing software solutions, which generated revenues of 1.8 billion RMB in 2022, 2.54 billion RMB in 2023, and 3.73 billion RMB in 2024, with a CAGR of 43.9% [4]. - The management software solutions segment has seen explosive growth, with revenues increasing from 0.9 million RMB in 2022 to 101.1 million RMB in 2024, achieving a CAGR of 959.9% [6]. Industry Outlook - The industrial software market in China is projected to grow from 197.4 billion RMB in 2020 to 294 billion RMB in 2024, with a CAGR of 10.5%, and is expected to reach 467 billion RMB by 2029 [8]. - The advanced industrial software market, which includes sectors like semiconductors and high-end equipment manufacturing, is anticipated to grow from 17.1 billion RMB in 2020 to 31 billion RMB in 2024, with a CAGR of 16.1% [8]. Competitive Landscape - The advanced industrial software market in China is currently dominated by foreign giants, but domestic companies like Samit are rapidly emerging due to increasing demand for localized and controllable software solutions [11]. - Despite being the largest domestic player, Samit holds only a 1.5% market share in the advanced industrial software sector, indicating significant room for growth [11].

Group 1: Industrial Sector Performance - In the first eight months of the year, profits of large-scale industrial enterprises in China increased by 0.9% year-on-year, reversing a decline of 1.7% in the first seven months [1] - In August alone, profits surged by 20.4% compared to the previous month, marking a significant improvement in industrial profitability [1] - Revenue for large-scale industrial enterprises grew by 2.3% year-on-year from January to August, with August's revenue growth accelerating to 1.9% [1] Group 2: Government Initiatives - The State Council's Safety Committee issued a notice to conduct nationwide inspections and rectifications of abandoned mines, aiming to combat illegal mining activities [1] - The Ministry of Water Resources organized flood prevention measures in response to Typhoon "Bolaoi," emphasizing the need for safety in reservoirs and ongoing construction projects [1] Group 3: Automotive Industry Developments - The Ministry of Industry and Information Technology announced support for breakthroughs in automotive technology, including high-performance chips and electric vehicle systems [1] - By 2030, it is expected that the penetration rate of new energy vehicles in China will rise to 70%, with a market structure forming around hybrid, pure electric, and fuel vehicles [1] - GAC Group reported a 43% increase in overseas terminal sales from January to August 2025, expanding its international presence to over 80 countries [1] Group 4: Agricultural Sector Insights - The Ministry of Agriculture and Rural Affairs indicated a good production outlook for major crop seeds, with expected increases in seed quality and yield due to favorable climate conditions [1] Group 5: International Relations and Trade - Iraq resumed oil exports from the Kurdistan region to Turkey after a two-and-a-half-year hiatus, signaling a potential stabilization in regional oil supply [3] - The German chemical and pharmaceutical sectors expressed concerns over the U.S. government's imposition of 100% tariffs on imported drugs, which could negatively impact trade relations between the U.S. and Europe [3]