海量数据公告，预计2025年度实现归属于上市公司股东的净利润为亏损6000万元至亏损4000万元，预计 2025年度实现归属于上市公司股东的扣除非经常性损益的净利润为亏损6800万元至亏损4800万元。公司 作为数据库基础软件厂商，聚焦于国产数据库产品的研发、销售和服务，核心产品海量数据库Vastbase 符合新质生产力高科技、高效能、高质量的特征，并两次入选国家级集中式数据库安全可靠测试产品名 录。报告期内，受益于数字基础软硬件国产化替代浪潮的持续深化，叠加公司数据库产品竞争力的稳步 提升，公司营业收入实现显著增长，其中核心基石业务——自主数据库业务的增长表现尤为突出。由此 带来的收益仍不足以覆盖当期高水平的研发及市场等战略型投入，导致公司净利润仍为负，但较去年同 期有所收缩。 ...

21智讯1月15日电，航天信息发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-70,000万元到-98,000万元，将发生亏损；预计2025年全年归属于上市公司股东的扣除非经常性损益 的净利润为-80,000万元到-110,000万元。2025年，公司数字财税业务持续受产业形态深化调整、行业格 局剧烈变化等因素影响，智慧产业、网信产业等业务领域的市场竞争不断加剧，整体营业规模持续下 降。面对形势任务变化，公司全面推动发展战略重塑、组织架构重塑和产品体系重塑，持续优化产业结 构、人才结构，严格控制成本费用开支。但是，市场环境、行业格局和业务模式的快速变化使得公司经 营业绩上面临极其严峻的挑战。同时，公司基于企业会计准则及公司会计政策、会计估计，并结合当前 行业状况，对部分资产计提减值准备。根据初步测算，公司2025年度业绩将出现亏损情况。 ...

微软公司的一位发言人表示："微软致力于遵守瑞士的竞争法，并将与瑞士竞争委员会合作，配合其初 步调查工作。 责任编辑：于健 SF069 瑞士竞争委员会周四表示，已对微软在该国的许可费上涨问题展开初步调查。 该反垄断机构表示，已收到私营企业以及众多政府机构和上市公司方面的投诉，称微软的产品授权价格 大幅上涨，这可能表明存在不正当的竞争限制行为。 瑞士竞争委员会周四表示，已对微软在该国的许可费上涨问题展开初步调查。 该机构（又称 COMCO）在一份声明中表示："如果这些迹象得到证实，这将足以促使启动正式调查。" 该反垄断机构表示，已收到私营企业以及众多政府机构和上市公司方面的投诉，称微软的产品授权价格 大幅上涨，这可能表明存在不正当的竞争限制行为。 该机构（又称 COMCO）在一份声明中表示："如果这些迹象得到证实，这将足以促使启动正式调查。" 微软公司的一位发言人表示："微软致力于遵守瑞士的竞争法，并将与瑞士竞争委员会合作，配合其初 步调查工作。 责任编辑：于健 SF069 ...

微软(MSFT.US)已与Indigo Carbon达成协议，将采购创纪录的285万份与美国再生农业相关的土地碳信 用额度。尽管与人工智能(AI)相关的碳排放激增，但这家科技巨头仍决心在2030年前实现"负碳排放"。 微软是全球最大的碳清除信用额度买家。该公司并未透露这项为期12年的协议的具体金额。但根据一位 了解交易的人士透露，Indigo Carbon的碳信用额度处于每吨60美元至80美元的历史区间，这意味着这笔 交易的价值将在1.71亿至2.28亿美元之间。 Indigo Carbon政策、合作与影响事务高级总监梅雷迪思赖斯菲尔德(Meredith Reisfield)在接受采访时表 示："这使土壤碳移除的重要性进入企业气候行动视野，对Indigo Carbon而言，这确实巩固了我们在高 诚信度碳信用领域的声誉和领导地位。"她补充道，农民也能获得经济收益，可从任何给定发行期或作 物年度的碳信用加权平均成本中获得75%的收益。 微软碳移除总监菲利普古德曼(Phillip Goodman)表示："微软对Indigo Carbon的再生农业方法感到振奋， 该方法通过经核验的碳信用和向种植者支付款项来提供可衡量 ...

高端酒店案例再下一城，国际化业务不断取得进展。作为兼具历史底蕴与高端定位的国际知名酒店， Stanglwirt 的选择充分印证了石基Daylight PMS 系统的核心优势，为石基进一步拓展国际高端酒店市场 打造了重要标杆。 事件：2026 年1 月12 日，根据公司官方公众号，奥地利酒店Stanglwirt 正式与石基集团达成合作，采用 石基Daylight PMS 系统替换其原有老旧遗留系统。 风险提示：国际市场业务拓展不及预期；行业竞争加剧。 积极发力酒店营销等方向，AI 时代打造自身优势。公司在酒店系统产品领域的AI布局：一类是利用AI 帮助酒店营销，按照利用AI 营销工具产生订单的GMV 的一定比例付费，已经开始产生了少量收入；另 一类是在PMS、POS 产品中进行AI的植入，可以整体进行辅助预测，知识库的预测能力有望持续提 升。在AI Agent大趋势下，Agent 的自主决策代替C 端传统搜索判断，营销、数据预测等能力对酒店发 展较为重要。公司顺应趋势进行AI 产品布局，有望长期受益于AI Agent趋势的演进。 投资建议：公司国际化进程持续推进，万豪酒店集团等重要标杆性订单持续落地，未来国际化 ...

Group 1 - The stock of Information Development fell by 5.01% to 64.88 CNY per share, with a trading volume of 544 million CNY and a turnover rate of 3.31%, resulting in a total market capitalization of 16.106 billion CNY [1] - Information Development Co., Ltd. specializes in the development and service of information systems for various sectors, including archives, food traceability, and legal affairs, providing comprehensive solutions such as system planning, software and hardware development, system integration, and maintenance [1] - The company's revenue composition includes 43.98% from technical support and services, 36.63% from system integration, 19.09% from application software development and sales, and 0.30% from other sources [1] Group 2 - Fidelity Fund holds a significant position in Information Development, with its Fidelity Low Carbon Growth Mixed A Fund (021730) owning 63,200 shares, accounting for 5.39% of the fund's net value, making it the fourth-largest holding [2] - The Fidelity Low Carbon Growth Mixed A Fund has a total size of 74.2142 million CNY and has achieved a year-to-date return of 5.4%, ranking 2984 out of 8840 in its category, while its one-year return stands at 52.03%, ranking 1816 out of 8094 [2] - The fund manager, Nie Yixiang, has been in position for 8 years and 168 days, with the fund's total assets amounting to 281 million CNY, achieving a best return of 135.58% and a worst return of -18.79% during his tenure [3]

微软(MSFT.O)最近三个⽉股价下跌约10％，触及7个多月低点，对应软件板块持续疲软。但是，摩根⼠ 坦利分析师称，当问到信息技术主管会把新增AI预算投向哪里时，他们最常提到的仍然是微软。 1月14日，该公司股价下跌2.4%，收于459.38美元，为2022年5月以来的最低水平。分析师基思·怀斯 （Keith Weiss）周三表示： "随着更多业务迁移至云端，微软与亚马逊仍然是明确受益者。" 在生成式AI产品方面，92％的CIO预计未来12个月将采用微软提供的工具。热门选项包括微软365 Copilot办公助手、用于编码的Github Copilot，以及允许企业运行模型的Azure OpenAI Services。 尽管如此，市场对微软及与ChatGPT相关的软件股仍持怀疑态度。不过，高盛近期将微软的目标价上调 至655美元，认为微软对AI初创公司Anthropic的投资以及自身内部AI模型的开发，使其在AI领域的布局 更加多元化，减少了对OpenAI的依赖。 "微软仍然最有优势拿下更多的生成式AI支出和IT预算，但这一点并没有反映在股价中。" 他指出，微软股价仅按明年GAAP盈利预期的23倍交易，无论绝对 ...

Core Viewpoint - The company has released a positive profit forecast for the fiscal year 2025, indicating significant growth in both profit and revenue driven by strategic focus on cloud services and AI integration [1][3]. Financial Performance - The company expects net profit attributable to shareholders to reach between RMB 76 million and 85 million for the year ending December 31, 2025, representing a substantial increase of 127% to 154% compared to RMB 33.46 million in the previous year [1][3]. - Total revenue is projected to grow approximately 14% year-on-year, with core cloud subscription revenue expected to increase by about 16%, maintaining a stable share of over 69% of total revenue [1][3]. User Growth - The number of paid enterprise users in the cloud service business has reached 961,000, with an addition of 186,000 new paid users during the year, reflecting a year-on-year growth of 30% [1][3]. Strategic Focus - The anticipated profit increase is attributed to two main factors: the company's unwavering commitment to a "cloud service first, subscription first" long-term strategy, and the ongoing optimization of operational efficiency through refined management of R&D, sales, and administrative expenses [1][3]. - The company has developed a next-generation enterprise-level AI-native application development platform, enabling large-scale development and deployment of AI agents, which has significantly reduced innovation barriers and cycles [1][3]. AI Integration - The company has deeply integrated AI technology into its products and services, enhancing efficiency and user experience across various sectors, including supply chain, accounting, and tax management [2][4]. - AI-driven features such as intelligent compliance review and automated tax filing have improved the efficiency and security of financial management for enterprises [2][4]. Future Outlook - The performance forecast validates the correctness and execution of the company's strategic path, establishing a positive growth loop from financial data to cloud subscription penetration and AI-driven product enhancements [2][4]. - Looking ahead, the company aims to continue focusing on digital services for small and micro enterprises, leveraging cloud subscriptions and AI innovation to strengthen its market leadership and create long-term value for shareholders [2][4].

Group 1 - The software ETF E Fund (562930) has seen an active trading session with a turnover of 15.53% and a transaction volume of 1.74 billion yuan as of January 15, 2026 [1] - As of January 14, 2026, the latest scale of the software ETF E Fund reached 11.25 billion yuan, with a total share of 10.39 billion, marking a new high in nearly one year [1] - The software ETF E Fund has experienced continuous net inflows over the past three days, with a maximum single-day net inflow of 397 million yuan, totaling 810 million yuan [1] Group 2 - Recent innovations in large language model architecture have been highlighted, with DeepSeek's Engram module significantly improving knowledge storage and retrieval efficiency [2] - Long-term forecasts suggest that AI applications are expected to achieve breakthroughs in both consumer and business sectors by 2026, with a focus on model and industry leader movements [2] - The "Artificial Intelligence + Manufacturing" initiative aims to launch 1,000 industrial intelligent bodies and create 500 typical application scenarios by 2027, promoting AI technology integration into production control and process optimization [2] Group 3 - The software ETF E Fund (562930) closely tracks the CSI Software Service Index, which selects 30 listed companies involved in software development and services to reflect the overall performance of the software service industry [3]

智通财经APP获悉，中信证券发布研报称，维持中国软件国际(00354)"买入"评级。工信部印发《推动工 业互联网平台高质量发展行动方案(2026-2028年)》，明确未来三年工业互联网平台从规模推广向高质量 迭代演进的规划。截至2026年1月，中软国际旗下深开鸿代码贡献突破650万行，夯实开源鸿蒙生态根 基。公司凭借"1+3"全场景AI战略及在开源鸿蒙生态中的核心地位，随着自主根技术基座的持续夯实， 其在千行百业的落地空间将进一步打开。 ...