第一财经每日精选最热门大公司动态，点击「听新闻」，一键收听。 【今日推荐】 "二选一"点燃美团京东战火 4月21日，京东发布《致全体外卖骑手兄弟们的公开信》，称为应对某平台的骑手"二选一"，将加大全 职骑手招聘力度，未来三个月将招聘名额由五万名提高到十万名。同时，为应对部分外卖订单延迟的问 题，京东宣布4月21日起，所有超时20分钟以上的外卖订单，京东全部免单。而在4月19日，美团通 过"小团有话说"辟谣了美团骑手去其他平台接单会被封号一事。 "二选一"一事双方各执一词，能确定 的是外卖行业火药味日渐浓重。主业务分别为电商和外卖的两家平台，因为即时零售业务逐渐针锋相 对。 2架即将交付的波音飞机被退回美国 据航班跟踪平台显示，今天上午，一架厦航涂装的737MAX飞机（美国临时注册号N242BE）从舟山起 飞，飞往美国关岛。此前美国时间19日，已有一架厦门航空涂装的波音737 Max飞机从中国飞回西雅图 的波音生产中心。（上观新闻） 董宇辉获"人民文学奖"遭嘲讽 由《人民文学》杂志社和郎酒集团联合主办的人民文学奖4月19日在四川颁出，董宇辉获传播贡献奖。 未到现场领奖的董宇辉以视频的方式发表获奖感言：这份荣誉属 ...

Summary of the Conference Call for Puliang Software Industry and Company Overview - The conference call pertains to Puliang Software, which operates primarily in the software development sector, focusing on digital transformation and intelligent upgrades for large enterprises, particularly in the petrochemical, construction, and financial industries [3][5][19]. Key Financial Performance - In 2024, Puliang Software achieved a net profit attributable to the parent company of 121 million yuan, a year-on-year increase of 95.06% [3]. - The company's operating revenue reached 836 million yuan, reflecting a year-on-year growth of 11.6% [3]. - The revenue composition includes: - Petrochemical industry: 445 million yuan, accounting for 53.18% of total revenue [3]. - Construction and real estate: 153 million yuan, with a growth of 19.67%, representing 18.26% of total revenue [3]. - Coal and electricity: Revenue increased by 29.98% [3][4]. Strategic Focus and Market Opportunities - Puliang Software is focusing on strategic clients and core business areas, particularly in the digital transformation of large group enterprises [5]. - The company is expanding its client base in the construction and coal power sectors while maintaining a strong position in the petrochemical industry [5]. - The company has successfully implemented AI applications in shared services and think tank areas, enhancing the feasibility of AI applications [11]. Research and Development (R&D) Investments - R&D expenses totaled 46.99 million yuan in 2024, with a total investment of 108 million yuan after capitalizing R&D costs, aimed at improving competitiveness and operational efficiency [6]. - The company plans to maintain R&D investment at 14% to 15% of revenue over the next three years [18]. Challenges and Responses - The company faces challenges with declining gross margins due to extended project delivery cycles and increased market competition [7][17]. - Measures to counteract these challenges include the application of new technologies, development of competitive products, and optimization of organizational structure [7]. Future Outlook - For 2025, Puliang Software anticipates a clearer demand for its innovative business (信创) and intelligent solutions, with a focus on maintaining steady growth [9][10]. - The company aims to enhance cash flow management and reduce accounts receivable, which increased from 510 million yuan in 2023 to 580 million yuan in 2024 [12]. Sector-Specific Insights - The construction and real estate sector is expected to remain stable, with no significant growth or decline anticipated in 2025 [20]. - The financial sector, impacted by regulatory policies, is expected to recover and grow in 2025, with ongoing efforts to optimize business models [21][22]. Strategic Client Development - Puliang Software has expanded its strategic client base from four to eight major clients, focusing on long-term partnerships and stability in existing relationships [23]. Conclusion - Puliang Software is positioned to leverage its strengths in digital transformation and AI applications while navigating challenges in gross margins and sector-specific dynamics. The company's strategic focus on R&D and client relationships is expected to drive future growth and stability.

未来，将会有很多依靠知识和经验提供专业服务的领域，可能会有演变成这样一种新的形态：即少数优秀专业人员调教指挥一群机器人来提供客户服务。 DeepSeek的到来不仅改变了我国对于海外AI技术的高度依赖，同时，也全面引爆了国内对于AI应用热潮，在当下的年报季，AI成了上市公司们年报中的关 键词。 中国平安2024年年报的"含科量"高出以往，中国平安董事长马明哲在年报致辞中也表示，当前以DeepSeek为代表的开源大模型，正在深度重塑全球科技革命 的方向、重构企业价值创造的底层逻辑，对金融保险业亦影响深远。"改革创新"是中国平安2025年度经营方针的重要主题，全面数字化战略是2025开年的首 要任务。 近日，中国平安首席科学家肖京在业绩发布会期间接受媒体采访时，不仅全面介绍了中国平安的科技布局，同时也回应了目前市场关注的AI领域热点话 题。 专访中国平安首席科学家肖京：核心技术才是"胜负手" 他认为，随着AI技术的应用，一些颠覆性的变革正在到来，比如，未来将会有很多依靠知识和经验提供专业服务的领域，可能会有演变成为少数优秀专业 人员调教指挥一群机器人来提供客户服务。同时，类似于这样的变革也会带来一些潜在的风险。 另 ...