证券日报网1月16日讯，广联达（002410）在接受调研者提问时表示，公司不会因AI投入大幅增加研发 费用。从组织架构来看，公司设立两大专业部门推进AI业务发展：一是AI工程部，要与产品深度融 合，快速实现产品AI化成果；二是AI研究院，重点推动行业AI核心技术，打造核心竞争力，驱动代际 差AI产品出现。在AI产品的落地以及后续规模化推广上，这两大部门主要发挥"打样"、引领示范的作 用，核心还是要充分复用现有的研发人力资源，无需新增大规模研发投入。 ...

证券日报网1月16日讯，广联达（002410）在接受调研者提问时表示，目前公司进行AI场景落地的方向 主要有三个，分别是设计一体化、成本精细化、施工精细化。在具体应用上：在设计一体化方面重点是 AI与BIM深度融合，实现高质量设计与高价值交付。具体应用包括重构方案设计工作流的AI原生产品 Concetto以及数维设计产品中的AI智能辅助等，进一步提升设计师操作软件的效率和体验感。在成本精 细化方面是要通过AI+数据，驱动项目全过程成本精细化管理。在应用层面如AI工业安装算量能实现多 图一键出量；AI公路算量突破桥梁隧道AI算量业务，一键抄图大幅提效；AI组价已经上线试点，土 建、安装主要清单AI定额套取精度明显提升。在施工精细化方面，核心是帮助企业和项目省钱省心。 分为两个层面，一是以PMLead为载体的企业级AI服务，聚焦企业制度、数据治理等，提供知识问答服 务，以私有化部署为主，定制化交付；二是以PMSmart为核心的项目级AI管控，如针对物资浪费、人员 效率等痛点，通过多维度数据判断优化物资管控与施工计划，降低项目浪费与延期风险。 ...

证券日报网讯1月16日，朗新集团（300682）在互动平台回答投资者提问时表示，新电途作为第三方聚 合充电服务平台，以接入合作充电运营商充电桩为主，截至三季度末，公司新电途聚合充电平台注册用 户数突破2500万，接入充电设备数量超过220万，累计充电量近50亿度。新电途目前经营状况良好，充 电量保持快速增长，业绩持续改善，不存在运营困难等情形。 ...

Group 1 - The company, Youfu Network, announced on January 16 that it plans to transfer its unfulfilled subscription of 35 million shares in the Gaocheng Fund to Ningbo Yunfanxiang Enterprise Management Partnership for a nominal value of RMB 0, resulting in a remaining holding of 65 million yuan in fund shares [1] - The transfer agreement was signed on January 16, 2026, indicating a strategic move by the company to adjust its investment portfolio [1]

Group 1: Industry Overview - The computer industry saw an 18.24% increase in the Shenwan index in 2025, outperforming the CSI 300 but underperforming the ChiNext and Sci-Tech 50 indices, ranking 14th among Shenwan industries [1][11] - AI technology is rapidly evolving, with DeepSeek achieving advanced performance at significantly lower costs than overseas competitors, leading to increased application across various sectors and a substantial rise in token consumption [1][11] - Domestic GPU manufacturers like Moer Thread and Muxi successfully went public, while leading domestic large model companies such as Zhipu and MiniMax are set to list in Hong Kong, indicating a robust push for domestic AI stack replacement [1][11] Group 2: AI Technology Development - Since early 2025, generative AI technology has accelerated, with significant improvements in model capabilities, reducing hallucinations and enhancing reliability, thus becoming a stable expert assistant [2][28] - Major US tech companies have significantly increased capital expenditures, with Amazon, Google, Meta, Microsoft, and Oracle showing rapid quarterly growth in spending on AI [2][62] - Domestic companies like Zhipu, DeepSeek, MiniMax, and Alibaba are also increasing investments and making breakthroughs in technology, with commercial progress accelerating and long-term growth potential being substantial [2][28] Group 3: Quantum Technology Prospects - Quantum computing is expected to become a core component of future computing systems, with significant investments from companies like Microsoft, Google, IBM, and NVIDIA, indicating promising commercial prospects [3][31] - The Chinese government has included quantum technology in its long-term industrial strategy, further supporting the industry's development [3][31] - Domestic companies such as Guoyi Quantum and Benyuan Quantum are making strides in technology and collaborating closely with downstream clients, gradually opening up commercialization opportunities [3][37] Group 4: Financial Performance - In the first three quarters of 2025, the computer sector achieved a total revenue of 938.614 billion yuan, a year-on-year increase of 9.19%, and a net profit of 24.414 billion yuan, up 30.37% [16][19] - The gross profit margin for the computer sector was approximately 23.26%, a decrease of 2.23 percentage points from the previous year, while the net profit margin increased by 1.03 percentage points to 2.60% [19][19] Group 5: Valuation Overview - As of December 31, 2025, the PE TTM for the computer sector was 54.70, ranking it among the highest in various industries, indicating a reasonable valuation level with good long-term investment potential [22][26] - The valuation levels for the computer sector have receded from their peak, but the growth attributes of the industry justify a higher valuation premium [26][27]

进一步统计，近3个月内该股累计发生10笔大宗交易，合计成交金额为1.72亿元。该股近5个交易日累计 上涨13.97%，主力资金合计净流出8.72亿元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月16日，深信服收跌4.12%，收盘价为152.03元，发生1笔大宗交易，合计成交量12万股，成交金额 1824.36万元。 第1笔成交价格为152.03元，成交12.00万股，成交金额1,824.36万元，溢价率为0.00%，买方营业部为中 信建投证券股份有限公司深圳宝安创业二路证券营业部，卖方营业部为兴业证券股份有限公司上海金陵 东路证券营业部。 责任编辑：小浪快报 ...

Core Viewpoint - Wanda Information emphasizes its role in the construction of county-level medical communities as part of the national healthcare reform plan, highlighting 2026 as a critical year for this initiative [1] Group 1: Company Positioning - The company’s subsidiary, Jintang Software, has established itself as a core service provider for the information technology construction of county-level medical communities, leveraging its top-level design capabilities and mature product system [1] - Wanda Information is actively responding to national policies aimed at building tightly-knit medical communities, supporting the healthcare reform goals of strengthening grassroots healthcare, promoting collaboration, and improving efficiency [1] Group 2: Industry Context - The construction of county-level medical communities is identified as a key component of the national healthcare reform strategy, with various official documents and local implementation plans indicating that 2026 will be a pivotal year for advancing this initiative [1] - The company provides a replicable, scalable, and sustainable digital transformation path for local healthcare systems, aligning with the national objectives of healthcare reform [1]

受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我 近日，投资者诉任子行网络技术股份有限公司 （简称：ST任子行（维权）、任子行 代码：300311 ）证 券虚假陈述责任纠纷案传来捷报，公开消息显示，深圳中院一审判决部分投资者胜诉。（厉健律师专 栏） 曾代理投资者告赢130余家上市公司并获赔的浙江裕丰律师事务所厉健律师表示，任子行索赔时效尚未 届满，后续股民可依法索赔。 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我 近日，投资者诉任子行网络技术股份有限公司 （简称：ST任子行（维权）、任子行 代码：300311 ）证 券虚假陈述责任纠纷案传来捷报，公开消息显示，深圳中院一审判决部分投资者胜诉。（厉健律师专 栏） 曾代理投资者告赢130余家上市公司并获赔的浙江裕丰律师事务所厉健律师表示，任子 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司在人脑工程方向有哪些布局？ 浙大网新（600797.SH）1月16日在投资者互动平台表示，公司目前未涉及人脑工程业务。 （文章来源：每日经济新闻） ...

人民财讯1月16日电，宝兰德(688058)1月16日公告，预计2025年度归属于母公司所有者的净利润亏损 7500万元左右，上年同期亏损5872.24万元。2025年度，公司部分下游客户采购需求有所减少或延缓， 以及公司结合市场需求、产品竞争力等因素收敛部分业务条线，导致公司营业收入有所下滑。 ...