Group 1 - The core point of the article is that Chengmai Technology has undergone a business change, including a name change and an increase in registered capital by approximately 30% from about 167 million RMB to about 217 million RMB [1] - The company has expanded its business scope to include sales, installation, and maintenance of industrial robots, as well as human resources services [1] - Chengmai Technology was established in September 2006 and is co-owned by Nanjing Chengmai Technology Development Group Co., Ltd., Nanjing Taize Investment Management Center (Limited Partnership), and Hong Kong Central Clearing Limited [1]

Core Viewpoint - The 2025 World Manufacturing Conference recently opened in Hefei, showcasing Keda Guokuan Software Co., Ltd.'s advancements in "Artificial Intelligence +" full-stack solutions and cutting-edge technologies such as trusted data space and quantum technology [1] Group 1: Company Developments - Keda Guokuan displayed its latest products including intelligent cloud BMS, BEMS, and liquid cooling energy storage systems at the conference [1] - The company was highlighted as a leader in trusted data space, having successfully completed the national interconnectivity verification as one of the first data infrastructure nodes [1] Group 2: Industry Initiatives - The conference featured a key event, the Innovation Achievement Conference for the Comprehensive Experimental Zone of Data Elements, where Keda Guokuan promoted its project as part of the national-level demonstration project in the Yangtze River Delta [1] - The event also included the award ceremony for the 2025 "Data Element ×" competition in Anhui, where Keda Guokuan received a gold award for its project on "AI Agent Security Vulnerability Automatic Mining Platform Based on Formal Verification," showcasing its leading capabilities in the data element and AI application fields [1]

（文章来源：证券日报） 证券日报网讯银信科技9月22日在互动平台回答投资者提问时表示，公司的未来规划及业绩等详情请关 注公司披露的定期报告。 ...

证券代码：300520 证券简称：科大国创 二、公司在数据要素和可信数据空间方面有什么进展？ 答：公司作为唯一民营上市公司参与国家数据基础设施数据要 素场应用示范项目，并成为首批完成全国互联互通验证的数据基础 设施节点承建方，标志着公司正式进入国家数据要素基础设施核心 建设梯队；同时公司"基于形式化验证的 AI 智能体安全漏洞自动 挖掘平台"荣获 2025 年"数据要素×"大赛安徽分赛人工智能赛道 金奖，充分彰显了公司在数据要素×人工智能创新应用领域的领先 实力。后续公司将发挥数据智能核心技术优势及标杆项目示范效应， 围绕国家基础设施、可信数据空间、数据应用等方面加大市场拓展， 打造新的业务增长点。 三、公司在量子领域的布局情况如何？ 答：公司积极关注并看好量子科技的发展前景。当前，量子科 技已进入技术研发、工程应用和产业培育一体化推进的关键期，安 徽也正在大力推进科技成果转化和场景应用，拓展量子科技在政务、 能源、金融、能源等领域场景示范应用。公司抢抓发展机遇，通过 参股投资方式前瞻布局了量子科技产业优质企业，并积极推动量子 软件方向的协同与合作。同时，依托"科大系"企业在产学研上的优 势积累，公司积极与合 ...

赛美特信息集团股份有限公司(简称：赛美特)已向港交所主板提交上市申请书，海通国际、中信证券及 中信建投国际为联席保荐人。 据招股书披露，赛美特是国内首家且唯一一家全自动CIM解决方案供应商，已通过多家12英寸晶圆厂验 证并投入量产。截至2025年6月30日，其客户数量为758家，覆盖全国前八大晶圆厂中的六家、前三大半 导体硅片厂以及前三大封测厂。 上半年营收2.83亿 净利润降约4% 在营收方面， 2022年、2023年、2024年和2025年前六个月，赛美特的营业收入分别为人民币1.81亿、 2.87亿、5.00亿，相应的净利润分别为人民币-8,091.0万、2456.5万、7383.2万元。 为顺应国产创新趋势和中美地缘关系的变化，赛美特还计划自研ERP企业资源计划软件，实现国产ERP 企业资源计划替代，以进一步扩大市场份额。 赛美特2025年上半年营收为2.83亿元，较上年同期的2.57亿元增长10%；净利润3362.5万，较上年同期 下降约4%。 赛美特主要为客户提供智能制造软件解决方案及经营管理软件解决方案。服务行业包括半导体、电力、 电子、汽车、面板、光伏、化工、新能源电池、高端装备、金属制品及生 ...

Core Viewpoint - The new H-1B visa regulations introduced by the Trump administration may reshape India's successful outsourcing industry, valued at $280 billion, which has provided core technology support to top global tech companies [1] Group 1: Impact on Indian IT Companies - The new policy requires a $100,000 fee for H-1B visa applications, forcing Indian outsourcing firms like Tata Consultancy Services and Infosys to adjust their strategies, as they have deployed thousands of engineers to U.S. clients through this visa program [1] - The stock prices of Tata Consultancy Services and Infosys fell over 3% following the announcement of the new visa regulations [1] - The Indian IT sector, already facing pressure from geopolitical tensions and economic uncertainties, is further impacted by this sudden policy change [1] Group 2: Geopolitical Context - The visa policy change exacerbates tensions in U.S.-India relations, coinciding with an Indian delegation's upcoming visit to Washington for trade negotiations [2] - The global rise of anti-immigration sentiment is also affecting India, a country with a population of 1.4 billion, and the new visa policy adds to the existing challenges [2] Group 3: H-1B Visa Statistics - In the fiscal year ending September 2023, Indian workers accounted for 72.3% of all H-1B visa holders, highlighting the significance of this visa for Indian IT firms [5] - In FY 2024, Infosys was approved for 2,504 new H-1B visas, which under the new policy would incur an additional cost of at least $250 million [5] Group 4: Industry Reactions and Future Outlook - Industry leaders, such as Chander Prakash Gurnani, suggest that while there will be short-term impacts, companies like Tata Consultancy Services have anticipated a shift away from reliance on the U.S. market in the long term [2] - The new policy may inadvertently increase costs for U.S. companies and accelerate their expansion of Global Capability Centers (GCC) in India [6] - Analysts indicate that the new fee structure could disrupt the offshore IT service model, forcing companies to reconsider their pricing strategies [9] Group 5: Legal and Regulatory Challenges - The new H-1B visa policy has already faced criticism for potentially violating U.S. federal immigration laws and is likely to be challenged in court [10] - Major tech companies, including Microsoft and Amazon, have advised employees to postpone international travel due to the uncertainty surrounding the new regulations [6]

Core Viewpoint - The 25th China International Industry Fair will open on September 23, 2023, in Shanghai, focusing on building an open and collaborative intelligent industrial ecosystem to provide solutions for global industrial transformation and upgrading [1]. Group 1: Exhibition Overview - The exhibition area of this year's fair reaches 300,000 square meters, showcasing thousands of new products and technologies, achieving the largest scale in history [1]. - The fair introduces the "Five Extremes" concept, categorizing 392 exhibits into extreme large, extreme small, extreme light, extreme precise, and extreme intelligent dimensions to highlight innovative applications and benchmark products [1][2]. Group 2: Featured Exhibits - In the extreme large category, the "Guohe No. 1" nuclear power plant from Shanghai Nuclear Engineering Research and Design Institute is showcased, capable of generating 11.4 billion kilowatt-hours annually, meeting the electricity needs of over 11 million residents, while reducing carbon dioxide emissions by 9 million tons per unit per year [1]. - The extreme small category features expandable microspheres from KSR Technology (Shanghai), which are micron-level "smart balloons" that make materials lighter and more environmentally friendly, reducing costs by 40% and breaking technological monopolies [2]. - The extreme light category includes a digital chip verification solution from Shanghai Hejian Industrial Software Group, which is the first domestic hardware simulator that can be expanded to 46 billion logic gates [2]. - The extreme precise category showcases a high-end photoelectric detector from Shanghai Institute of Technology, which is the first and only commercial electronic detector in China, outperforming similar products from Japan and matching the leading German detectors [2]. - In the extreme intelligent category, the GWB-6030H industrial control machine from Sugon Network is highlighted as China's first self-service check-in system, already implemented at Beijing Daxing International Airport [2].

数智驱动、生态共进 持续探索"AI+"新场景 参加云商店专题论坛 快消云脑构建企业洞察智库 会上，玄武云助理总裁卢超出席大会华为云云商店专题论坛，发表主题演讲《玄瞳AI构建企业洞察智库：快消云脑》，玄武云代表参加生态伙伴交流会。 卢超认为，随着市场竞争的加剧，快消企业亟需通过数智化技术与方法论重塑"人、货、场"，其中，精细化洞察消费者需求，持续降低运营成本，提升人 效、营销转化率是重塑的重要路径。 快消云脑是基于玄瞳AI大模型技术打造的"数据驱动+智能决策"、专为快消行业提供从终端洞察到经营决策的全链路数智化解决方案，该应用整合云计算、 大数据、AI、IoT等多项技术，覆盖人员行为规范、渠道执行管控和营销费用优化三大核心场景，帮助企业在销售、营销、人员管理等环节实现数字化升 级。 依托自研AI图像识别、价签识别大模型、SKU超级模型等核心技术，快消云脑提供终端陈列检测、费用真实核销、SKU精准识别等关键功能，有效杜绝数 据造假，优化资源分配，推动营销转化率提升。目前，快消云脑在饮料、白酒、食品等多个细分领域具备丰富落地经验，显著提升企业运营效率与决策能 力。 9月18日，以"跃升行业智能化"为主题的第十届华为 ...

尽管传统IT外包(最基础的业务)仍面临定价压力，但野村预计该业务2025-2027财年将实现中到高单位数 的同比增长，公司同期收入同比增长将达到10-15%(low teens)。同时，由于利润率较高的AI云业务贡献 的增加，野村预期公司利润率将在未来2-3年内扩张。 野村表示，中软国际最糟糕的时期可能已经过去，因为其核心IT外包业务在经历近三年的下滑后，2025 年上半年出现了复苏迹象(同比增长7%)，这主要受惠于华为的业务重组。野村相信，华为积极的AI计 划，以及其在云端、软件和汽车应用领域的业务扩张，可能会释放对中软国际IT服务的更多需求。 野村发布研报称，上调中国软件国际(00354)目标价33.9%，从5.6港元升至7.5港元，维持"买入"评级。 ...

尽管传统IT外包(最基础的业务)仍面临定价压力，但野村预计该业务2025-2027财年将实现中到高单位数 的同比增长，公司同期收入同比增长将达到10-15%(low teens)。同时，由于利润率较高的AI云业务贡献 的增加，野村预期公司利润率将在未来2-3年内扩张。 野村表示，中软国际最糟糕的时期可能已经过去，因为其核心IT外包业务在经历近三年的下滑后，2025 年上半年出现了复苏迹象(同比增长7%)，这主要受惠于华为的业务重组。野村相信，华为积极的AI计 划，以及其在云端、软件和汽车应用领域的业务扩张，可能会释放对中软国际IT服务的更多需求。 智通财经APP获悉，野村发布研报称，上调中国软件国际(00354)目标价33.9%，从5.6港元升至7.5港 元，维持"买入"评级。 ...