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【私募调研记录】世诚投资调研京北方
Zheng Quan Zhi Xing· 2025-08-20 00:06
Group 1 - The core viewpoint is that Jingbeifang has made significant progress in AI technology, particularly in the banking sector, with multiple innovative cases being implemented by the first half of 2025 [1] - The company plans to deepen its AI layout, focusing on technology research and development, product innovation, and the implementation of business scenarios, leveraging its AI platform to empower financial institutions comprehensively [1] - Jingbeifang has explored a performance-based payment model with clients, who have shown a high acceptance of this service billing model centered on results [1] Group 2 - The demand for AI technology from clients is continuously increasing, leading to a sustained growth in AI-related business orders for Jingbeifang [1] - The company is advancing its collaboration with Guofu Quantum, having completed an assessment of existing system capabilities and planned future construction schemes, aiming to establish a cross-industry and cross-regional digital asset ecosystem [1]
京北方:8月15日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-17 08:00
Company Overview - Jingbeifang (SZ 002987) announced on August 17 that its 11th meeting of the 4th board of directors will be held on August 15, 2025, to discuss the proposal for authorizing the chairman to approve loan limits [1] - As of the report, Jingbeifang has a market capitalization of 20.8 billion yuan [1] Revenue Composition - For the year 2024, Jingbeifang's revenue composition is as follows: 85.61% from banking, 7.9% from non-banking financial services, and 6.48% from other sources [1]
天阳科技(300872.SZ):拟购买通联金服及相关公司的部分股权
Ge Long Hui A P P· 2025-08-06 11:49
Group 1 - The company Tianyang Technology (300872.SZ) is planning to acquire a portion of the equity of Shanghai Tonglian Financial Services Co., Ltd. (referred to as "Tonglian Jinfu") through cash payment [1] - The final transaction counterpart, transaction plan, shareholding ratio, and transaction price are yet to be determined, indicating significant uncertainty in the investment proposal [1] - Tonglian Jinfu is a high-tech enterprise providing system operation and technical outsourcing services for banks and financial institutions, with established advantages in credit card system operation and consumer finance system outsourcing [1] Group 2 - The target company has a high degree of compatibility with Tianyang Technology in terms of industry track, customer positioning, product development, technical services, and system operation [1] - Both parties are interested in collaborating on equity investment and in areas such as business, technology, and product synergy [1]
天阳科技(300872.SZ)筹划对通联金服进行股权投资并开展合作
智通财经网· 2025-08-06 11:10
智通财经APP讯,天阳科技(300872.SZ)公告,公司正在筹划以支付现金的方式购买上海通联金融服务有 限公司(简称"通联金服")及相关公司的部分股权。通联金服是为银行等金融机构提供系统运维和技术外 包服务的高新技术企业,已在信用卡系统运维和技术服务以及消费金融系统外包和技术服务等领域,形 成了自己的产品服务优势。 目前公司与标的公司双方有意向就股权投资和业务、技术、产品协同等领域开展合作。公司与通联金服 仅签署《战略合作暨投资意向框架协议》,该事项尚处于筹划阶段。 公告称,通过本次对外投资,可以在信用卡系统及消费金融系统服务领域形成紧密协同,构建差异化的 技术优势和高效的服务体系,巩固及提升公司在信用卡及消费金融系统服务领域的竞争优势。 ...