Core Insights - The explosion of AI model applications signals a shift from the digital age to the intelligent agent era, with data resource accumulation and value extraction being key variables affecting enterprise productivity [1] - AI and data technologies can provide comprehensive value enhancement for clients, with AI-generated code reaching up to 50% and AI customer service issue resolution rates hitting 80% [1] - The six core technological factors driving global changes over the next 10 to 20 years are AI, data, computing power, energy, materials, and biotechnology [1] Company Insights - The development of enterprise intelligent agents is categorized into four stages: "tool-based," "process-based," "scenario-based," and "ecosystem-based," reflecting both technological iteration and deep business model transformation [2][3] - The "tool-based" stage focuses on developing single-function intelligent agents for specific tasks, while the "process-based" stage aims to create linear intelligent agents that streamline complete business processes [2] - The "scenario-based" stage emphasizes comprehensive intelligence within specific functional areas, and the "ecosystem-based" stage promotes deep integration of internal resources with upstream and downstream ecosystems [3] Industry Insights - Intelligent agents are currently mature in knowledge Q&A and interactive fields, with potential rapid development in industries requiring extensive data analysis, such as biopharmaceuticals, healthcare, and financial risk control [2] - At the China International Big Data Industry Expo, the company showcased various intelligent solutions, including smart meeting integration and intelligent safety management systems, demonstrating a 60% improvement in inspection efficiency for their showcased solutions [3]

DeepSeek 问世以来， 生成式AI和大模型技术爆发式增长， 让 算法工程师 重新成了炙手可热 的岗位，岗位薪资远超很多 前后端岗位 ，在程序员中稳居前列。 AI的快速发展也给很多程序员带来 更多的机会 ， 很多公司都 投入了巨量资源， 把 人工智能 作 为下一阶段的主要发展方向， 字节，腾讯，京东等大厂增加了很多 AI部门 ，扩招大量的 大模型 和算法人才 。 在 大模型、生成式AI 这些领域，各家公司都给足了诚意，像 DeepSeek最近热招的 大模型全栈 工程师 等 AI核心岗位 更是开出 了 11W*14薪 的天价薪资 ， 年薪高达 154万 ， 还有很多岗位 薪资甚至比往年 提高 40% ， 给广大程序员带来更高的 年龄容忍度 。 而对于正在求职，转型的各位同学来说，现在也是 最适合 拿下AI算法岗的红利期 。而关键在于 如何拿到这样的高薪， 或者是需要具备什么样的技术、能力才能拿到高薪呢？ 为了解决以上问题，我们打造了一个 《AI算法工程师培养计划》 ，它是 由国内一线大厂在职的 算法leader亲自主讲 ，不仅 广度 上满足大厂的应聘要求， 深度 上也是符合大厂的用人需求，学 完之后和算法岗 ...

8月27日，品高股份跌0.51%，成交额3.20亿元。两融数据显示，当日品高股份获融资买入额4644.80万 元，融资偿还5423.23万元，融资净买入-778.42万元。截至8月27日，品高股份融资融券余额合计1.29亿 元。 融资方面，品高股份当日融资买入4644.80万元。当前融资余额1.29亿元，占流通市值的5.41%，融资余 额低于近一年50%分位水平，处于较低位。 融券方面，品高股份8月27日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年70%分位水平，处于较高位。 资料显示，广州市品高软件股份有限公司位于广东省广州市天河区思成路45号品高大厦，成立日期2003 年1月1日，上市日期2021年12月30日，公司主营业务涉及公司是国内专业的云计算及行业信息化服务提 供商,面向轨交、政府、电信、公安、汽车、金融、教育、军工等行业客户提供从IaaS基础设施层、 PaaS平台层、DaaS数据层到SaaS软件层的全栈企业级云平台和信息化服务。经过多年的研发,公司目前 拥有以云计算为核心的基础产品BingoCloudOS、Bi ...

天眼查App显示，近日，建湖览通科技有限公司成立，法定代表人为曹兆军，注册资本500万人民币， 经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；电子产品销 售；计算机软硬件及辅助设备批发；计算机软硬件及辅助设备零售；计算机软硬件及外围设备制造；通 信设备销售；货物进出口；技术进出口；集成电路销售；集成电路芯片及产品销售；半导体器件专用设 备销售；计算机及通讯设备租赁；国际货物运输代理；互联网销售（除销售需要许可的商品）；市场营 销策划；软件开发；信息系统集成服务；信息技术咨询服务；数字技术服务；计算机系统服务；信息系 统运行维护服务；云计算装备技术服务；集成电路制造；通信设备制造；电子元器件制造（除依法须经 批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Viewpoint - Donghua Software demonstrated strong business stability and resilience in a complex market environment, achieving positive progress in multiple core business areas during the first half of 2025. Financial Performance - In the first half of 2025, Donghua Software reported revenue of 5.622 billion yuan and a net profit attributable to shareholders of 244 million yuan, with a non-recurring net profit of 205 million yuan, reflecting a year-on-year growth of 0.74% [1] - Revenue contributions from various sectors included 3.438 billion yuan from the financial health industry, 1.236 billion yuan from government and public services, 203 million yuan from the internet and computer services, and 398 million yuan from the telecommunications industry [1] Healthcare Sector - Donghua Medical, a subsidiary of Donghua Software, has been deeply engaged in the healthcare sector for 25 years, covering over 1,000 institutions across more than 30 provinces, with over 30% of top hospitals as clients [1] - In the first half of 2025, Donghua Medical signed contracts with over ten top medical institutions, including Peking University First Hospital, and continued to advance smart hospital construction [1] - The company launched AI clinical solutions that improved electronic medical record generation efficiency by four times and outpatient response speed by 100% [1] - Donghua Medical's project "5G + County Medical Community Project" won the national first prize and the most promising development award at the 7th Smart Medical Innovation Competition [1] Financial Technology Sector - Donghua Software actively responded to regulatory policies in the fintech sector, successfully winning over 100 projects with banks and financial institutions [2] - In the anti-money laundering field, the company has collaborated with 40 banks on credit information management products [2] - The new generation of movable property financing registration system has been successfully launched in several banks and leasing institutions [2] - The credit compliance management platform has been developed and signed with five pilot financial institutions [2] Computing Power Sector - Donghua Software won a 539 million yuan project for the second phase of the Wuhan Supercomputing Center, utilizing Huawei Ascend chips and liquid cooling technology to achieve 50P double-precision floating-point computing power, with a power density of 50kW per cabinet, saving 40% energy compared to traditional data centers [2] Research and Development - As a national high-tech enterprise, Donghua Software adheres to an innovation-driven development philosophy, focusing on cutting-edge fields such as AI large models, digital twins, and trusted computing [2] - In the first half of 2025, the company's R&D expenses remained high, totaling 473 million yuan [2]

Core Viewpoint - Recently, Wuhu Ziguang Aixue Technology Co., Ltd. was established with a registered capital of 50 million yuan, focusing on artificial intelligence application software development and related services [1] Company Summary - Wuhu Ziguang Aixue Technology Co., Ltd. is a newly formed company with a legal representative named Zhang Shaohua [1] - The company is wholly owned by Ziguang Modo Education Technology Co., Ltd., which is a subsidiary of Ziguang Group [1] Industry Summary - The company's business scope includes artificial intelligence application software development, data processing and storage support services, information system integration services, and internet security services [1]

（原标题：焦点科技等成立智慧无忧科技公司，含健康咨询服务业务） 企查查APP显示，近日，南京智慧无忧科技有限公司成立，法定代表人为郭凌，经营范围包含：软件开 发；软件销售；信息技术咨询服务；信息系统集成服务；健康咨询服务（不含诊疗服务）；数字技术服 务等。企查查股权穿透显示，该公司由江苏健康无忧网络科技有限公司全资持股，后者由焦点科技 （002315）等共同持股。 ...

国金证券指出，计算机板块细分领域如AI产业链、智能驾驶、出海等方向景气度较好。利润端受 益于基数效应、减员增效及AI赋能下的成本节约，表现预计优于收入端。下半年经营强度有望好于上 半年，AI落地进展显著，预计环比上半年实现倍数增长。确定性较高的AI落地方向包括：软硬结合的 端侧AI硬件、C端出海软件、B端企业服务与制造业信息化、G端大模型私有化部署等。 （责任编辑：董萍萍 ） 计算机ETF（512720）跟踪的是CS计算机指数（930651），该指数从沪深市场中选取涉及软件开 发、IT服务、硬件制造等业务的上市公司证券作为指数样本，以反映计算机行业相关上市公司证券的整 体表现。CS计算机指数聚焦于计算机行业，旨在捕捉中国信息技术产业中具有成长性和技术导向性的 核心企业动态。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 每日经济新闻 没有股票账户的投资者可关注国泰中证计算机主题ETF联接C（010210 ...

Group 1 - The core viewpoint of the article highlights the significant growth in contract signing and revenue for the company, with a new contract amount of 677 million yuan, representing a year-on-year increase of 282.6% [1] - The company achieved an operating income of 142 million yuan and a net profit attributable to shareholders of 3.77 million yuan in the first half of the year [1] - Research and development investment reached 17.03 million yuan, reflecting a year-on-year increase of 15.74%, indicating an enhancement in core competitiveness [1] Group 2 - The company focuses on the application of "AI+" to empower industry digital transformation, with ongoing upgrades in strategic new business technologies and products [2] - The company is set to launch an intelligent video behavior analysis system, expanding its offerings beyond traditional machine vision [2] - The company has made significant progress in domestic innovation and localization, with successful implementations of the "Smart People's Congress" series products in multiple cities in Sichuan province [2] Group 3 - The company's technical strengths lie in AI algorithms and modeling, with advancements in deep learning algorithms for intelligent waste detection and analysis [3] - The company is developing a general-purpose detection system suitable for multiple scenarios, contributing to the advancement of smart manufacturing [3] - In the healthcare sector, the company has successfully conducted clinical trials for intelligent anesthesia and is collaborating with Sichuan University West China Hospital on rapid radiotherapy technology research [3]

Core Insights - Keda Xunfei (002230) reported a significant milestone in its 2025 interim report, with revenue surpassing 10 billion yuan for the first time, reaching 10.911 billion yuan, a year-on-year increase of 17.01% [2][4] - The company achieved a net profit attributable to shareholders of -239 million yuan, narrowing losses by 40.37% compared to the previous year [2][4] - Operating cash flow improved significantly, with a net increase of over 764 million yuan, reflecting a 49.73% year-on-year growth, indicating a positive development trend [2] Financial Performance - Revenue for the first half of 2025 was 10.911 billion yuan, compared to 9.325 billion yuan in the same period of 2024 [4] - Gross profit reached 4.389 billion yuan, up 17.12% from 3.748 billion yuan [2][4] - The net profit attributable to shareholders was -239 million yuan, improving from -401 million yuan in the previous year [2][4] - Cash flow from operating activities showed a net amount of -772 million yuan, an improvement from -1.536 billion yuan [2][4] Business Segments - The smart education segment generated 3.531 billion yuan, a 23.47% increase, accounting for 32.36% of total revenue [3][4] - Smart healthcare revenue was 276 million yuan, up 21.09% [3] - The open platform business achieved 2.724 billion yuan, a 16.18% increase [3] - The enterprise AI solutions segment saw remarkable growth, with revenue reaching 439 million yuan, a staggering 349.92% increase [3] Strategic Focus - Keda Xunfei is shifting its focus from G-end (government) to C-end (consumer) business, with C-end revenue growing by 38% year-on-year [6] - The company is investing heavily in brand building for its AI learning machines, aiming for recognition similar to that of Apple products [7] - R&D investment reached 2.392 billion yuan, accounting for 21.92% of revenue, reflecting a commitment to innovation [6] Regional Performance - Overseas revenue grew significantly, reaching 179 million yuan, a 212.08% increase, with strong sales in Japan, South Korea, and the United States [8] - The company’s developer team expanded from 400,000 to 520,000, marking a 30% year-on-year growth [8] Future Outlook - Keda Xunfei plans to leverage the commercial potential of artificial intelligence across various sectors, including education, healthcare, energy, and finance [10] - The company announced a fundraising plan to raise up to 4 billion yuan for working capital and AI model development [10]