证券日报网讯宇信科技（300674）8月14日在互动平台回答投资者提问时表示，公司希望和各类生态场 景方和领先技术方合作，在业务上合作共赢。自2020年百度成为公司股东，公司与百度深度合作、强势 联合，实现"技术+应用+生态"的综合建设，共同推广区块链+金融的行业级解决方案，包括但不限于供 应链金融、积分链、可信计算、合规Token等内容。 ...

"我们所有核心业务在第二季度均展现出积极增长态势，这一成绩主要归因于迅雷等产品推出了新功能 以及对现有功能的持续优化，让我们的产品能够始终紧跟不断变化的用户需求；同时，精准定制化的营 销策略也使我们能够更高效地触达及吸引更广泛的用户群体。此外，云计算业务在本季度取得了重要进 展，凭借其高性价比的服务应对现有挑战，并将其转化为推动业务增长的新机遇。"李金波表示。 责任编辑：刘万里 SF014 新浪科技讯 8月14日下午消息，迅雷发布截至2025年6月30日的第二季度未经审计财报。财报显示，本 季度迅雷总营收为1.04亿美元，同比增长30.6%。总营收的增长主要由于主要业务收入的增加。毛利润 5，120万美元，同比增长25.9%。毛利润的增长主要因为海外语音直播业务、会员业务和广告业务所产 生毛利的增加。 基于美国通用会计准则（GAAP），本季度迅雷净利润为7.274亿美元，而去年同期净利润为250万美 元。 基于非美国通用会计准则（Non-GAAP），本季度净利润为830万美元，而去年同期净利润为320 万美元。净利润的增长主要是迅雷对影石创新公司长期投资的公允价值的变动，该公司已于 2025 年 6 月完成I ...

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - After the release of US CPI data, Asia IG opened firmly, and the market almost fully priced in a 25bps rate cut in Sep'25 and a high chance of another 25bps cut in Oct'25 [1] - CMBI expects USD/RMB may drop again in 4Q25 when US inflation might decline and China might launch additional fiscal stimulus; USD/RMB to reach 7.10 at end - 2025 [2] - Maintain buy on INDYIJ 8.75 05/07/29, considering its sufficient liquidity, disciplined capex, and strong technicals in the Indonesia oil & gas and mining sectors [13] - The PBOC will maintain easing liquidity condition, which is positive for Chinese stocks and commodities, and might cut RRR by 50bps and LPRs by 10bps in 4Q25 [17] Summary by Relevant Catalogs Trading Desk Comments - Asia IG opened firmly after US CPI data release. Newly issued WYNMAC 6.75 moved 0.7pt higher, and some bonds like MGMCHIs, MTRC perps, etc., had price changes. Chinese properties ROADKG 28 - 30s dropped 2.3 - 3.3pts [1] - SHIKON tightened 5bps in the morning, HK banks T2s tightened 3bps, Korea space was unchanged to 2bps tighter, and some floaters and perps had price movements [2] - There is demand from China - based investors for Japanese insurance hybrids and Yankee AT1s, and bonds in SEA and LGFV also had price changes [3] Marco News Recap - On Wednesday, S&P (+0.32%), Dow (+1.04%), and Nasdaq (+0.14%) were higher, and UST yield was lower with 2/5/10/30 yield at 3.67%/3.77%/4.24%/4.83% [6] Desk Analyst Comments - INDYIJ's 1H25 profit eroded due to lower ASP and softened market demand. Revenue declined 20.0% yoy to USD957mn, with coal ASP and sales volume decreasing. Operating profit and adj. EBITDA dropped 49.4% and 28.1% respectively [7] - Indika has been diversifying into non - coal businesses, but coal operations still drive performance. It incurred negative FCF in 1H25, and total debt/LTM EBITDA and net debt/LTM EBITDA weakened [9][10][11] - Indika has proactive liability management and smooth access to funding channels. The company is considered a candidate for early redemptions, and INDYIJ 8.75 05/07/29 is recommended as a good carry play [12][13] China Economy - Social financing extended recovery due to robust government bond issuance, but private - sector Renminbi loans slowed. The PBOC will maintain easing liquidity to stimulate credit demand [17] - The central bank might cut RRR by 50bps and LPRs by 10bps in 4Q25. US$/RMB may rise in Aug - Sep and drop in 4Q25, reaching 7.10 at end - 2025 [17] - Outstanding social financing edged up to 9% in July, SF flow expanded by 50.5% but fell short of expectation. Government and corporate bond issuances were strong, while RMB loans to the real economy dropped [18] - New RMB loans remained subdued, with growth of outstanding RMB loans edging down to 6.9% in July. Credit demand in household and corporate sectors was weak, and bill financing increased [19] Offshore Asia New Issues - New issues include Chengdu Sino French Ecological (USD100mn, 3yr, 6.8%) and Henan Water Conservancy Investment (USD500mn, 3yr, 4.3%) [22] - There is no offshore Asia new issues pipeline today [23] News and Market Color - There were 94 credit bonds issued onshore yesterday with an amount of RMB70bn, and 930 credit bonds issued month - to - date with a 9.5% yoy increase [24] - Various companies had news such as Adani solar arm sued, Adani Ports accepting tendered bonds, Azure Power seeking debt, etc. [24]

Core Viewpoint - The "Yin Yu: Trusted Privacy Computing Open Source Community" has been upgraded to "Yin Yu: Data Trusted Circulation Technology Community," expanding its focus to six major technology routes, aiming to provide a comprehensive, verifiable, and interconnected data circulation technology foundation across various sectors such as healthcare, finance, urban governance, and manufacturing [1][2]. Group 1: Community Upgrade and Objectives - The upgraded community will cover six technology routes: privacy protection computing, trusted data space, data components, data internet, blockchain, and data field, facilitating a multi-technology integration [1][2]. - The community aims to address the "three barriers" in industrial applications: consensus difficulties, standardization challenges, and high application thresholds [1][2]. Group 2: Collaborative Efforts - The upgrade is a collaborative effort involving Ant Group's Ant Privacy Computing, China Electronics Data Industry Group, National Industrial Information Security Development Research Center, Zhejiang University, Huawei Technologies, and Beijing Jiaotong University [2]. - The community will open its code to promote cross-domain technology collaboration and standard co-construction [2]. Group 3: Technical Advancements - The upgraded community will provide higher computing performance, support more computing types, and address industry challenges such as data theft by operational parties [2]. - The community will continue to iterate and promote technology interoperability, offering safer and lower-cost data circulation technology solutions [2]. Group 4: Achievements and Impact - Since July 2022, Ant Group has open-sourced its core privacy computing technologies, linking over 20,000 global developers, 70 universities and research institutions, and more than 60 industry partners [2]. - The community has achieved significant results in inclusive finance and new energy vehicle insurance, supporting projects like Hangzhou's privacy computing center and Jiangxi's data circulation infrastructure [2][3]. Group 5: Research and Development - Ant Group has invested in privacy computing technology research since 2016, covering a full stack of trusted technologies and achieving breakthroughs in various fields [3]. - The company holds over 1,700 patent applications in privacy computing, ranking first globally, and has led or participated in over 80 domestic and international standards [3].

Group 1 - Hefei Lishunxing Information Technology Co., Ltd. has been established with a registered capital of 10 million yuan [1] - The company's business scope includes industrial internet data services, internet data services, and artificial intelligence basic resources and technology platforms [1] - The company is jointly held by ST Lifan's wholly-owned subsidiary, Lifan Shuke (Anhui) Information Technology Co., Ltd., among others [1]

Core Insights - The article discusses the upgrades and new features of Volcano Engine's AI tools, including PromptPilot and Data Agent, aimed at enhancing AI application efficiency and data utilization for enterprises [1][2][4]. Group 1: PromptPilot Upgrade - PromptPilot has been upgraded to support prompt optimization for any model, including public cloud models, private models, and custom-trained models [2][3]. - The tool utilizes natural language interaction to understand user needs, extract evaluation criteria, and generate improved prompts, thereby continuously optimizing based on online traffic and bad case analysis [2][3]. - The integration with Volcano Engine's knowledge base allows for precise content retrieval, enhancing the model's understanding and output in specialized fields [3]. Group 2: Data Agent and One-Customer-One-Strategy - Data Agent is a vertical intelligence tool that deeply understands and utilizes enterprise data assets, enabling proactive analysis and action [5]. - The "One-Customer-One-Strategy" feature allows for personalized marketing by analyzing multi-dimensional data related to customers, internal knowledge bases, and public data, generating tailored marketing plans [5][6]. - This feature has shown significant results, with conversion efficiency from Marketing Qualified Leads (MQL) to Sales Qualified Leads (SQL) increasing by up to 300%, and data utilization rising from 10% to 95% [6]. Group 3: AI Data Lake Service and AI Operator Square - The AI Data Lake service has been enhanced with the launch of "AI Operator Square," which facilitates the management of multi-modal data, including text, images, and audio-visual content [7]. - The AI Operator Square provides over 100 standardized operators for various data processing tasks, allowing users to create modular workflows through a visual drag-and-drop interface [8][9]. - This upgrade aims to transform scattered data into knowledge assets, promoting automated circulation and value addition of knowledge assets [9].

Core Viewpoint - Quorum Information Technologies Inc. is set to release its Q2 2025 results on August 27, 2025, with a conference call scheduled for August 28, 2025, to discuss the results and provide insights into the company's performance [1][2]. Company Overview - Quorum is a North American SaaS Software and Services company that provides essential enterprise solutions for automotive dealerships and Original Equipment Manufacturers (OEMs) [1][3]. - The company offers a range of products including: - Dealership Management System (DMS) that automates and integrates key processes across dealership departments [4]. - DealerMine CRM, which drives revenue into sales and service departments [4]. - Autovance, a retailing platform that enhances dealership efficiency and customer satisfaction [4]. - Accessible Accessories, a platform for increasing vehicle accessories revenue [4]. - VINN Automotive, a marketplace that streamlines vehicle research and purchase processes [4]. Upcoming Events - The Q2 2025 results will be presented by Maury Marks, President and CEO, and Marilyn Bown, CFO, during a conference call on August 28, 2025, at 9:00 am MT (11:00 am ET) [2]. - An updated Investor Presentation, along with a replay and transcripts of the conference call, will be available on the company's website [2].

Core Insights - FiEE, Inc. has reported its unaudited financial results for the first half of 2025, highlighting a strategic transition from legacy hardware operations to software-as-a-service (SaaS) solutions, integrating IoT, connectivity, and AI for brand management [1][3][9] Financial Performance - Net sales for the six months ended June 30, 2025, were $45,118, a significant decrease from $639,893 in the same period of 2024, primarily due to the strategic business transformation [4][5] - The company achieved net sales of $44,993 for the three months ended June 30, 2025, a notable increase from $125 for the three months ended March 31, 2025, indicating early traction in its new SaaS offerings [5][6] - Gross profit for the first half of 2025 was $438, down from $207,259 in the same period of 2024, reflecting the costs associated with the transition [6][7] - The net loss for the first half of 2025 was $1,013,590, a significant improvement compared to a net loss of $3,746,867 in the first half of 2024, showcasing effective cost management and new business development [5][8] Customer Acquisition and SaaS Development - As of June 30, 2025, FiEE onboarded 245 customers, a substantial increase from just 1 customer at the launch of its SaaS services on March 28, 2025, indicating strong initial demand [5][6] - Prepaid subscription fees received from customers for the SaaS service amounted to $1.5 million, marking a significant milestone for the company's new business model [1][3] Cost Management and Operational Efficiency - Operating expenses for the first half of 2025 were $1,008,470, a decrease of 74.6% from $3,965,424 in the same period of 2024, reflecting the company's focus on cost reduction during its transition [7][12] - The operating loss was reduced to $1,008,032, a 73.2% decrease compared to the same period in 2024, highlighting improved operational efficiency [8][12] Strategic Initiatives - The company has acquired advanced technologies to enhance its SaaS products, including product authentication and KYC solutions, aimed at providing comprehensive protection for digital content and cultivating a KOL community [3][10] - FiEE's services are structured into four key categories, with a focus on integrating AI and data analytics into content creation and brand management, which is expected to drive future growth [10][9]

Core Viewpoint - Aurora Mobile Limited, a leading provider of customer engagement and marketing technology services in China, is set to release its unaudited financial results for Q2 2025 on August 28, 2025, before U.S. market opening [1]. Group 1: Financial Results Announcement - The unaudited financial results for the second quarter ended June 30, 2025, will be announced before the U.S. markets open on August 28, 2025 [1]. - An earnings conference call will be held on the same day at 7:30 a.m. U.S. Eastern Time, which corresponds to 7:30 p.m. Beijing time [2]. - Participants must register in advance to join the conference call, and access information will be provided upon registration [2][3]. Group 2: Company Overview - Founded in 2011, Aurora Mobile has established itself as a leading provider of customer engagement and marketing technology services in China [4]. - The company focuses on providing stable and efficient messaging services to enterprises and has developed solutions such as Cloud Messaging and Cloud Marketing to enhance customer reach and interaction [4]. - Aurora Mobile leverages artificial intelligence and big data-driven marketing technology solutions to assist enterprises in their digital transformation [4].

Core Insights - The company reported a revenue of RMB 1.078 billion for the six months ending June 30, 2025, representing a year-on-year increase of 14.8% [1] - Adjusted profit from continuing operations reached RMB 77.012 million, a significant increase of 152.5% year-on-year [1] - The profit attributable to equity shareholders was RMB 67.526 million, compared to a loss of RMB 235 million in the same period last year, with earnings per share at RMB 0.08 [1] AI Technology and Innovation - The company has positioned AI technology as the core driver for product upgrades and innovation [1] - The AI retail core solution has achieved full-chain intelligence, aiding retailers in their transformation [1] - The company successfully implemented its first AI-enabled Transportation Management System (TMS) overseas during the reporting period [1] - AI has been utilized to optimize public domain operation strategies while integrating local life service platforms [1] - Continuous iteration of smart inspection and smart clearing solutions has expanded application scenarios, enhancing customer competitiveness and market service levels [1] Internal Development and Efficiency - The company has deeply integrated AI coding into its internal research and development processes [1] - The entire R&D team utilizes new generative AI coding tools like Cursor for various tasks, including code generation, bug localization, code optimization, and intelligent code completion [1] - This integration has effectively driven improvements in R&D efficiency and code quality, accelerating product iteration cycles and providing strong momentum for technological innovation and business development [1]