石化盈科：AI聚力，加速推动能源化工行业数智化转型 升级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2025年3月21日，"数实相融，集智聚力——数智化转型赋能企业高质量发展"石化盈科华东区域用户大会在南京成 功举办，来自能源化工行业的专家、企业用户及生态伙伴齐聚一堂，共同探讨和分享人工智能技术赋能企业数智 化转型发展新思路、新路径、新成果。 随着新一轮科技革命和产业变革深入发展，人工智能技术已成为推动企业数智化转型、打造新质生产力的重要引 擎。2025年《政府工作报告》指出，要"持续推进'人工智能+'行动，将数字技术与制造优势、市场优势更好结合 起来，支持大模型广泛应用"。数字技术与人工智能的发展，正在重构新型工业化的底层逻辑，为新型工业化深入 发展注入新动能。 2025年初，DeepSeek凭借创新的开源大语言模型火爆全球，石化盈科紧跟时代步伐，快速接入DeepSeek，打造了 覆盖经营管理、生产运营、安全环保、应急指挥等能源化工行业各层面的一系列人工智能解决方案，有力支撑企 业"安、稳、长、满、优"生产，推动生产效率和产品质量的全面跃升，加速企业数字化、智能化发展和绿色低 ...

Group 1 - A new company, Qinghai Chengmai Electronic Technology Co., Ltd., has been established with a registered capital of 10 million yuan [1] - The legal representative of the company is Xie Lianghui, and its business scope includes software development, electronic product sales, information system integration services, equipment supervision services, information security equipment manufacturing, internet security services, integrated circuit design, and integrated circuit sales [1] - Chengmai Technology holds the company as a wholly-owned subsidiary through indirect ownership [1]

Group 1 - Ganfeng Lithium (Guizhou) Co., Ltd. has been established with a registered capital of 20 million yuan [1] - The legal representative of the new company is Bai Youxian [1] - The business scope includes wind power generation technology services, software sales, big data services, and contract energy management [1] Group 2 - The company is jointly held by Ganfeng Lithium's wholly-owned subsidiary, Jiangxi Ganfeng Recycling Technology Co., Ltd. [1]

目录 CONTENTS | 01 | 总经理致辞 | | --- | --- | | 03 | 关于本报告 | | 05 | 走近中科星图 | | 05 | 2024年度社会责任绩效 | | 07 | 公司简介 | | 09 | 业务布局 | | 15 | 企业文化 | | 16 | 行业协会 | | 19 | 发展里程碑 | | 21 | 2024年大事记 | | 25 | ESG治理 | | 25 | ESG治理 | | 27 | ESG战略 | | --- | --- | | 28 | ESG风险与机遇管理 | | 28 | ESG指标与目标 | | 31 | 利益相关方沟通 | | 32 | 实质性议题分析 | | 33 | 精益管理 固本强基 | | --- | --- | | 35 | 坚持党建强企 | | 39 | 优化公司治理 | | 41 | 加强风险内控 | | 43 | 深耕投关管理 | | 45 | 践行商业道德 | | 47 | 科技为翼 绿色发展 | | --- | --- | | 49 | 应对气候变化 | | 54 | 倡导绿色运营 | | 60 | 资源高效利用 | | 63 ...

Investment Rating - The report maintains a "Buy" rating for Salesforce, with a target price adjusted to $388.00 from a previous $410.00, based on a 21x FY26E EV/EBITDA multiple [1][14]. Core Insights - Salesforce reported a total revenue of $10 billion for 4QFY25, reflecting a 9% year-over-year growth in constant currency, aligning with Bloomberg consensus expectations. Non-GAAP net income increased by 20% year-over-year to $2.7 billion, exceeding consensus by 6% due to improved operational efficiency [1][2]. - For FY26E, management forecasts total revenue between $40.5 billion and $40.9 billion, indicating a 7-8% year-over-year growth in constant currency, slightly below the consensus estimate of $41.5 billion. This has raised investor concerns as strong momentum in Data Cloud and Agentforce is expected to be offset by weakness in Marketing and Commerce Cloud [1][2][3]. Financial Performance - In 4QFY25, cRPO grew by 9% year-over-year (11% in constant currency), consistent with management's guidance. Revenue growth across segments included Sales/Service/Platform and others at 8%, Marketing and Commerce at 7%, and Integration and Cloud Analytics at 12% [2]. - Data Cloud and AI solutions showed robust performance, with annual recurring revenue (ARR) for Data Cloud and AI reaching $900 million, a 120% year-over-year increase. Agentforce has gained over 3,000 paying customers since its launch in October 2024 [3][4]. Operational Efficiency - Salesforce utilized Agentforce to enhance efficiency, achieving an 84% resolution rate across over 380,000 interactions. Non-GAAP operating margin rose by 1.6 percentage points year-over-year to 33.1% in 4QFY25, with expectations for a further increase to 34.0% in FY26E due to operational improvements [4][5]. Revenue and Profitability Forecast - Revenue projections for FY26E are set at $40.9 billion, with a growth rate of 8.0% year-over-year. Adjusted net income is expected to reach $10.99 billion, reflecting a 10.7% growth rate [5][12]. - The report indicates a decline in the projected revenue and operating income for FY27E and FY28E by 0.2% and 0.5%, respectively, compared to previous estimates [12][13]. Valuation Metrics - The target price of $388.00 reflects a valuation discount relative to the industry average EV/EBITDA of 23x, as Salesforce's growth enters a more mature phase [14][16].

上述计算机软件著作权相关应用： 证券代码：300211 证券简称：亿通科技 公告编号：2025-010 江苏亿通高科技股份有限公司 关于公司取得计算机软件著作权登记证书的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 江苏亿通高科技股份有限公司（以下简称"公司"或"亿通科技"）于近日取得国家版权 局颁发的一项计算机软件著作权登记证书，获得方式为公司原始取得，具体情况如下： | 一、取得一项计算机软件著作权登记证书为： | | --- | | 序 | 软件著作权名称 | 证书号 | 登记号 | 授权日 | 取得 | 著作 | | --- | --- | --- | --- | --- | --- | --- | | 号 | | | | | 方式 | 权人 | | 1 | 亿通数据管理分析系统软件[简 | 软著登字第 | 2025SR0262595 | 2025.02.14 | 原始 | 亿通科技 | | | 称：数据管理分析系统]V1.0 | 14918793号 | | | 取得 | | 1、亿通数据管理分析系统软件[简称：数据管理分析系统]V1.0 该软 ...

通过空间智能技术构建了一套物理正确的世界模拟器，被称为"机器人的训练道场"。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，Manycore Tech Inc.（杭州群核信息技术有限公司的控股公司，以下简称"群核 科技"）于2025年2月14日正式向港交所递交招股说明书，拟主板挂牌上市，摩根大通和建银国际担 任联席保荐人。 成立于2011年的群核科技作为一家以人工智能(AI)技术和专用图形处理单元(GPU)集群为底座的空 间智能企业，构建了一套物理正确的世界模拟器。在过去数年里，群核科技一直专注于空间认知相关 技术，2024年正式发布了基于三维空间的多模态CAD大模型，并通过逼真的虚拟模拟帮助训练复杂 模型。这些技术沉淀如今被广泛运用在室内空间场景下的实时渲染、工业生产制造，以及虚拟物理世 界训练等场景中。 这意味着，群核科技或将成为"全球空间智能第一股" 。 值得一提的是， 群核 科技 与DeepSeek 、 宇树科技、游戏科学等杭州新技术前沿领域企业共同被外界称之为"杭州六小龙" 。 群核科技的业务重点始于空间设计和可视化， 根据弗若斯特沙利文 ...