浪潮软件：数字政府解决方案领先厂商，多领域数字化业务布局 IT 服务Ⅱ 浪潮软件（600756.SH） 证券研究报告/公司深度报告 2026 年 01 月 05 日 | 公司盈利预测及估值 | 增持（首次） | 评级： | 指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 营业收入（百万元） | 2,553 | 1,870 | 1,645 | 1,567 | 1,540 | 分析师：苏仪 | 增长率 | 23% | -27% | -12% | -5% | -2% | yoy% | | 归母净利润（百万元） | 91 | 14 | -22 | 1 | 22 | 执业证书编号：S0740520060001 | 增长率 | 43% | -85% | -262% | 104% | 2,146% | yoy% | | Email：suyi@zts.com.cn | 每股收益（元） | 0 ...

近日，在2025江门市环市商会高质量发展交流会现场，"环商汇" 小程序正式亮相并全面上线运行。作 为江门市首个商会会员企业专属内循环消费平台，该小程序由环市商会会长单位广东彩立方科技有限公 司无偿设计开发，聚焦企业合作与消费转化，为区域经济发展注入新活力。 "环商汇"小程序内增设公共服务和最新资讯板块。 值得关注的是，小程序秉持"零费用入驻、普惠式受益"的核心原则，创新推出优享卡会员制。不同等级 的优享卡对应差异化专属折扣，覆盖会员企业员工及全体市民。消费者登录后即可生成电子优享卡，线 上浏览企业优惠信息，线下到店消费享受专属折扣。平台不介入资金流，消费者直接与商家结算，既保 障了交易的安全便捷，也有效降低了企业合作门槛。 增设特色服务板块 普惠模式惠及全民 除核心商业服务外，"环商汇"小程序突破传统服务边界，创新增设公共服务和最新资讯两大特色板块。 其中，公共服务板块接入蓬江区行政服务中心、南粤家政、一门式服务等便民资源，服务范围辐射全体 市民，为群众办事提供了更多便利；最新资讯板块实时推送商会动态与街道资讯，全程跟进播报环市街 道重大活动，让政务信息传递更及时、更鲜活。 0 环商汇 请输入 搜索 1845 ...

| 进行了解读和展望。 | | --- | | 1、政策解读 | | 《行动方案》明确提出的"账户体系+币串+智能合约"的 | | 数字化方案，大幅提升了在广域政府资金使用场景中的数字人 | | 民币应用空间，为数字人民币在财政、行政、社保、医保等政 | | 府性资金管理领域的资金流转、使用和监管指明了发展方向， | | 带来了新的业务机遇。 | | 以财政资金为代表的政府性资金是充分利用数字人民币 | | 特有的监管穿透性和多级资金管理能力的最佳使用范畴之一， | | 在公用事业、医保社保、国库资金运营等闭环领域具备低成本、 | | 高效能的广阔运用前景。 | | 自 2022 年起，公司便与多家银行就基于数字人民币在不 | | 同财政资金使用的业务场景共同开展了智能合约技术预研和 | | 场景测试，率先验证了基于数字人民币智能合约的财政资金全 | | 流程闭环管理模式，逐步形成系统性解决方案，并先后在江苏、 | 山东、河北、福建、海南等多地财政场景成功试点落地。 2、业务展望 证券代码：301153 证券简称：中科江南 北京中科江南信息技术股份有限公司 投资者关系活动记录表 编号：2026-01 | | ...

Core Viewpoint - Public opinion monitoring should be integrated throughout the entire brand operation cycle, not just during crises, to ensure effective brand management and decision-making [1] Group 1: Product Development - Public opinion monitoring can provide direction for product development by identifying market gaps and user needs through the Infoseek system [3] - Monitoring user complaints about product features allows companies to optimize these aspects in new products, enhancing competitiveness [3] - User suggestions and ideas can be incorporated into product development to better align with market demands [3] Group 2: Product Launch and Promotion - Real-time monitoring of user feedback and media coverage post-launch helps assess product acceptance and promotional effectiveness [3] - Negative feedback can be addressed promptly to mitigate impacts on sales and brand image, while ineffective promotional strategies can be adjusted based on monitoring results [3] Group 3: Daily Operations - Public opinion monitoring aids in maintaining brand reputation by quickly identifying and resolving minor negative feedback and user complaints [4] - The system can capture positive feedback, allowing companies to amplify favorable public sentiment and enhance brand reputation [4] Group 4: After-Sales Maintenance - Monitoring after-sales feedback helps identify issues in service quality, such as response times and problem resolution [4] - Timely handling of user complaints fosters trust and loyalty among customers [4] - Continuous public opinion monitoring is essential for long-term brand health and informed decision-making across all operational stages [4]

Core Insights - The article highlights the common challenges faced by enterprises in participating in government procurement, including information asymmetry and compliance risks, emphasizing the importance of policy adaptability as a core competitive advantage [1][6] Group 1: Government Procurement Challenges - Enterprises often miss out on benefits due to fragmented policy information channels, leading to data silos and the need for repetitive cross-platform searches [1] - The complexity and frequent updates of policy texts create barriers for companies, particularly small and medium-sized enterprises (SMEs), in understanding and acting on relevant policies [1][3] - Traditional methods of policy retrieval are slow and can result in missed opportunities, especially when policies change rapidly [4] Group 2: Technology Solutions - Kecai Cloud provides a comprehensive database that integrates information from over 3,000 data sites, covering more than 470 cities and 500 million pieces of industrial policy data, allowing precise filtering by various dimensions [3][5] - The platform updates its policy and enterprise data in real-time (T+0), ensuring that enterprises receive the latest information immediately, which is crucial for timely decision-making [4][5] - Kecai Cloud's advanced policy parsing capabilities utilize proprietary technology to simplify complex policy texts, improving matching accuracy by at least 130% compared to traditional methods [5] Group 3: Comprehensive Support Services - Kecai Cloud offers additional services such as industry competition analysis, procurement strategy optimization, and intellectual property assessments, creating a full-service support system for enterprises engaged in government procurement [5][6] - The platform's features enable enterprises to enhance their competitive edge in government procurement by effectively utilizing available policies and resources [6][8] - As the regulatory environment for government procurement evolves, the ability to adapt to policies will increasingly become a vital component of corporate competitiveness [6]

Core Insights - The report highlights significant issues in the implementation of policies aimed at supporting small and medium-sized enterprises (SMEs) in China, including inefficiencies in information dissemination and policy matching [1] - The establishment of a digital support platform for enterprises is identified as a crucial tool to bridge the gap between policy formulation and execution, ensuring that benefits reach the intended businesses effectively [1] Group 1: Digital Support Platform - The enterprise support platform serves as a digital medium for government-business information exchange, focusing on integrating policy resources and optimizing service processes to create a comprehensive service system [1] - The platform aims to eliminate traditional barriers in policy dissemination and utilizes big data technology for precise alignment between policies and business needs, covering the entire lifecycle of enterprises [1][4] - The platform has already provided millions of policy matching services to tens of thousands of enterprises, becoming a vital support for governments to enhance service efficiency and improve the business environment [1] Group 2: Data and Technology Advantages - A quality enterprise service platform is essential for businesses to efficiently access policy benefits, with comprehensive data, timely updates, and precise analysis being key performance indicators [2] - 科策云 (Kecaiyun) has integrated over 5 million industrial policy data points, covering more than 470 cities and 30 policy dimensions, allowing for a unified query system that simplifies the search for relevant policies [4] - The platform employs a T+0 update mechanism to ensure real-time synchronization of policy information, addressing the issue of businesses missing application windows due to outdated information [4] Group 3: Enhanced User Experience - The platform's advanced secondary analysis capabilities significantly enhance user experience by breaking down complex policy texts into structured, easily understandable content [5] - By leveraging AI technology, the platform improves matching efficiency and accuracy, with reported enhancements of over 130% in algorithm accuracy and a sixfold increase in recall efficiency compared to traditional methods [5] - The platform also provides dynamic reminders for ongoing policy tracking, helping businesses avoid lapses in compliance due to missed deadlines [5] Group 4: Comprehensive Data Support - In addition to policy matching, the platform offers a wide range of data services, including access to 1.8 billion enterprise registration records, 100 million patent records, and 45.9 million trademark records, supporting various business needs [6] - The platform can assist in patent evaluations and qualification applications, providing essential data support for enterprises [6] Group 5: Future Outlook - The trend towards digitalization in policy implementation positions enterprise service platforms as critical links between government and businesses, facilitating a shift from businesses searching for policies to policies actively reaching businesses [8] - As technology continues to evolve, these platforms are expected to provide increasingly precise and efficient services, becoming essential for optimizing the business environment and supporting high-quality enterprise development [8]

格隆汇1月5日丨旋极信息(300324.SZ)在投资者互动平台表示，公司子公司北京旋极伏羲大数据技术有 限公司目前不涉及太空算力领域相关业务。旋极伏羲利用GeoSOT全球剖分网格编码等核心技术，可对 陆、海、空、天等地球空间多域数据进行高效的组织管理和应用，为测绘、导航、气象、海洋、遥感、 减灾、公安等不同行业提供完整的大数据应用一体化解决方案。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券简称：国新健康证券代码：000503 编号：2025-76 国新健康保障服务集团股份有限公司 关于完成公司注册资本变更登记 并换发营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 国新健康保障服务集团股份有限公司（以下简称"公司"）分别于2025年10月14日和2025年10月30日召开 第十二届董事会第四次会议和2025年第二次临时股东大会，审议通过了《关于修订〈公司章程〉的议 案》。公司已于2025年11月4日向中国证券登记结算有限责任公司深圳分公司办理完成限制性股票注销 事宜，公司注册资本变更为979,252,472元。具体内容详见公司在《中国证券报》《上海证券报》《证券 时报》及巨潮资讯网（http://www.cninfo.com.cn）披露的相关公告。 近日，经青岛市行政审批服务局批复，公司完成营业执照变更手续，并领取了新的营业执照，具体内容 如下： 名称：国新健康保障服务集团股份有限公司 类型：其他股份有限公司（上市） 住所：山东省青岛市黄岛区峨眉山路396号44栋401户 法定 ...

随着数智化浪潮深入推进，新一轮科技与产业变革在加速中亦呼唤理性与定力。2025年，易商数智秉持"稳中求进，行 稳致远"的工作主旋律，在以人工智能为代表的技术深度融合进程中，始终坚持以"咨询先导、端云结合"的战略方针， 持续为企业提供覆盖智能化升级全周期的综合解决方案。回顾2025年，我们衷心感谢每一位给予易商数智信任与支持的 合作伙伴。展望新程，我们期待继续携手，共创更加智能、融合、可持续的数字未来。 2025经典解决方案回顾 01.AI数据洞察 AI 为应对保险行业传统"老人带新人"模式效率低、标准化不足的挑战，我们为保司打造了AI智能陪练助手，通过多角色AI 模拟、场景化训练与实时反馈、智能考核及线上线下闭环培养，构建了可复制、可衡量的人才培养体系。 华东某寿险公司采用AI智能陪练助手后，有效缩短了新人成长周期，提升了出单率与团队产能，推动了保险团队从经验 驱动向数据驱动、标准化辅导的数字化转型。 04.AI销售助手 易商AI销售助手是一款以AI为核心驱动力，专为保险行业销售场景量身打造的24h贴身助手。可以快速定位条款、深度 分析客户、确保每句话皆有据可依。销售助手具备三种智能模式：快问快答模式、深度思 ...

Core Viewpoint - Shanghai is continuously optimizing its business environment through a series of targeted policies and measures, aiming to enhance service quality and efficiency for enterprises [2][3][7]. Group 1: Policy Implementation and Focus - The 2026 Action Plan for Accelerating the Creation of a First-Class Business Environment in Shanghai includes 26 tasks, emphasizing the granularity and specificity of policies to address prominent issues faced by enterprises [2][3]. - The previous year's version, the 8.0 edition, successfully completed 58 tasks, demonstrating effective implementation of the "Ten Key Breakthrough Tasks" [2][3]. - The annual updates of the action plan show a trend towards simplification, with the number of tasks decreasing from 208 in 2023 to 26 in 2026, indicating improved problem categorization and collaboration across departments [3][7]. Group 2: Enhancements in Service Delivery - The new policies focus on improving the quality of service and the overall experience for businesses, transitioning from merely speeding up processes to ensuring satisfactory service [4][6]. - The concept of "no-feel" processing is introduced, where businesses experience convenience through automated systems that match policies to eligible enterprises without requiring manual applications [5][6]. - As of November 30, 2025, 643 policy projects in Shanghai have implemented "no application required" services, benefiting over 611 million instances for enterprises [5]. Group 3: Systematic Collaboration and Integration - The action plan emphasizes systematic collaboration and integration across different levels of government and departments, addressing the entire lifecycle of enterprise development [7][8]. - New measures include enhancing algorithm governance for platform workers and optimizing regulations for outdoor advertising and street vending to boost local economies [7][8]. - The plan also aims to foster a culture of respect and support for businesses, encouraging participation from various stakeholders in policy discussions and process optimizations [8].