Core Insights - The company, CaiXun Co., Ltd. (300634.SZ), announced a significant capital operation plan to raise up to 1.46 billion yuan through convertible bonds, with over 70% (approximately 1.035 billion yuan) allocated for the construction of a large-scale AI computing center [1][2] Funding Allocation - The core funding projects include: - 1.035 billion yuan for the AI computing center, covering server procurement, hardware and software support, and data center construction [3][6] - 294 million yuan for the development of enterprise-level AI applications based on computing power [6] - 131 million yuan for upgrading the Rich AIBox platform to enhance the company's existing AI capabilities [6] Strategic Business Development - The construction of the AI computing center is a crucial part of the company's business strategy, aiming to create a complete AI ecosystem with three main product lines: collaborative office, smart channels, and intelligent computing services [4] - The company plans to leverage its core technologies in AI and computing to meet the growing demand for intelligent computing services in key downstream industries such as telecommunications, energy, finance, and transportation [4] Industry Context - The decision reflects a broader trend among software application companies experiencing "computing power anxiety" amid the AI boom, as they seek to secure their own computing needs while also potentially renting out excess capacity to generate new revenue streams [4][5] - The move represents a typical "soft to hard" cross-industry attempt, presenting both opportunities and challenges related to supply chain, operations, and talent acquisition [2][5]

证券日报网讯 1月15日，博彦科技在互动平台回答投资者提问时表示，公司积极与国内外主流大模型厂 商开展技术与生态合作，基于客户场景需求，为行业客户提供一站式AI应用解决方案及服务。目前， 相关AI应用解决方案已在部分金融、化工、制造等多个行业实现业务落地，帮助客户实现业务流程智 能化与效率提升。未来，公司将持续深化行业理解，推动AI技术与产业场景的结合，助力客户实现数 字化与智能化转型。在数字人民币领域，公司是中国区块链技术创新与应用联盟的常务理事单位，并不 断积累相关项目经验及技术、人才储备，已在部分银行客户中实现了数个系统开发项目及应用场景落 地。 （文章来源：证券日报） ...

同壁财经讯，企查查数据显示，根据《万源市中医院万源市医共体电子票据系统采购项目中标（成交） 结果公告》，福建博思软件股份有限公司于2026年1月15日公告中标万源市中医院采购项目，中标金额 为107.00万元。 相关上市公司：博思软件(300525.SZ) 同壁财经小贴士： 博思软件（300525.SZ）2024年营业收入为21.42亿元，营业收入增长率为4.79%，归属母公司净利润为 3.02亿元，归属母公司净利润增长率为-7.44%，净资产收益率为11.89%。 2025年上半年公司营业收入为7.06亿元，营业收入增长率为-1.58%，归属母公司净利润为-0.42亿元，归 属母公司净利润增长率为-10.42%。 目前公司属于信息技术行业，主要产品类型为软件销售、专业咨询服务，2024年报主营构成为技术服 务:78.07%;软件开发与销售:19.49%;硬件及耗材等销售:2.35%;其他业务:0.1%。 同壁财经讯，企查查数据显示，根据《万源市中医院万源市医共体电子票据系统采购项目中标（成交） 结果公告》，福建博思软件股份有限公司于2026年1月15日公告中标万源市中医院采购项目，中标金额 为107.00万 ...

证券日报网讯 1月15日，恒生电子发布公告称，公司第九届董事会第八次会议审议通过《关于选举代表 公司执行公司事务董事的议案》《关于确认董事会审计委员会成员及召集人的议案》等多项议案。 （文章来源：证券日报） ...

Core Viewpoint - The company, CaiXun Co., Ltd. (300634.SZ), maintains a deep and diverse partnership with China Mobile, focusing on various fields including collaborative office solutions, 5G messaging, AI applications, and intelligent computing [1] Group 1: Partnership and Collaboration - The collaboration with China Mobile encompasses multiple areas, indicating a strong strategic alliance [1] - The partnership is expected to leverage existing technological capabilities to explore opportunities in the industrial internet sector [1] Group 2: Technological Capabilities - The company has developed relevant technological reserves and business layouts in the industrial internet field [1] - Solutions such as intelligent channels, data platforms, and AI computing are well-aligned with the demands of "5G + industrial internet" integration [1] Group 3: Future Outlook - The company aims to actively seize opportunities in the industrial internet development by utilizing its technological strengths and the solid foundation of its cooperation with China Mobile [1]

Core Viewpoint - The company, CaiXun Co., Ltd. (300634.SZ), currently has no clients in the commercial aerospace sector but plans to explore AI applications in this field in the future [1] Group 1: Current Status - The company has stated that it does not have any commercial aerospace clients at present [1] Group 2: Future Plans - The company aims to leverage its AI full-stack solutions, intelligent computing services, and big data capabilities to explore business opportunities in commercial aerospace [1] - The company intends to combine its existing investments in the aerospace sector with new AI applications to expand its business opportunities [1]

阿里AI"引爆"资本市场。 1月15日，石基信息再度涨停，收获两连板，报16.14元/股，最新市值440.5亿元。消息面上，近期阿里 系AI应用引发市场广泛关注。1月15日，千问APP宣布全面接入阿里生态业务，率先实现点外卖、买东 西、订机票等AI购物功能，并向所有用户开放测试。此外，近期蚂蚁集团AI健康应用"蚂蚁阿福"也表现 火热，用户大幅增长。 而石基信息与阿里渊源颇深，淘宝（中国）是石基信息的第二大股东，此前阿里系公司还曾多次投资石 基信息旗下企业。同时，双方在酒店、云计算、AI等多个领域开展了战略合作。 石基信息"蹭上"阿里 阿里千问加入"一句话点外卖"。 资料显示，石基信息的主营业务是酒店、餐饮、零售、休闲娱乐等大消费行业信息管理系统软件的开发 与销售、系统集成、技术支持与服务业务。 而石基信息与阿里是"老朋友"了，双方在股权、业务等领域开展了诸多合作。 首先是股权上的"绑定"，根据石基信息2015年年报数据，淘宝(中国)用23.88亿元拿下石基信息4647.63 万股非公开发行股票，持有其13.07%股份，并一举成为石基信息的第二大股东。截至目前，淘宝(中国) 仍持有石基信息3.55亿股股份，持股 ...

华胜天成（600410）(600410.SH)发布股价异动公告称，公司关注到市场将公司列入AI相关热点概念。 公司目前涉及AI业务的相关收入占公司整体营业收入的比例较低，对公司业绩预计不构成重大影响。 除前述情况外，未发现对公司股票交易价格可能产生重大影响的媒体报道、市场传闻或热点概念。 ...

（文章来源：证券日报） 证券日报网讯 1月15日，思创医惠发布公告称，公司2026年第一次临时股东会审议通过《关于拟变更公 司名称、证券简称暨修订的议案》。 ...

Core Viewpoint - The company, Huasheng Tiancheng, has experienced significant stock price fluctuations, with a cumulative increase of over 20% in closing prices over two consecutive trading days, which is classified as abnormal trading activity according to Shanghai Stock Exchange regulations [2] Group 1: Stock Performance - The stock trading on January 14 and 15, 2026, showed a cumulative price increase exceeding 20%, indicating heightened market interest [2] - The company has been associated with AI-related concepts, which may have contributed to the stock price movement [2] Group 2: Business Impact - The revenue from AI-related business currently constitutes a low percentage of the company's overall operating income, suggesting that it is not expected to have a significant impact on the company's performance [2] - No major media reports, market rumors, or other factors have been identified that could significantly influence the company's stock price beyond the noted trading activity [2]