公司报告 | 首次覆盖报告 慧博云通（301316） 证券研究报告 拟收购宝德计算，打造国产数智化王牌标杆，紧抓 AI 浪潮 全球布局拓展国际巨头客户，营收持续快速增长 慧博云通成立于 2009 年，主要业务包括软件技术外包服务、专业技术服务、 产品及解决方案，在 20 多个国内城市以及多个境外地区设立了分支机构 或服务团队，服务覆盖 200+城市，并已与字节跳动、小米、恒生电子等国 际巨头建立合作关系。公司近五年营收持续保持快速增长，除 2023 年 （yoy+14.76%）外均保持在 20%+的营收同比增速。2025 年第一季度，公 司营业收入继续延续了快速增长趋势，实现营业收入 5.06 亿元，同比增长 37.46%。公司有望持续保持业务稳健发展，规模效应有望逐步显现，提升 整体盈利能力。 拟收购宝德计算，打造国产数智化核心标的 慧博云通拟通过发行股份及支付现金的方式收购宝德计算 67.91%股份，并 募集配套资金。慧博云通自身软件能力优秀；宝德计算机是中国领先的计 算产品方案提供商，持续斩获 AI 服务器相关采购，是信创服务器行业的一 流企业。本次交易完成后，慧博云通将形成"软硬一体"的解决方案，打 ...

Core Insights - GPTBots.ai successfully hosted the "WaytoAGI Global AI Conference - Tokyo 2025" hackathon, attracting over 300 developers from Japan and around the world, showcasing innovative solutions based on the GPTBots enterprise-level AI framework [1][2] Group 1: Hackathon Highlights - The hackathon featured four main competition areas: enterprise process automation, customer interaction, data analysis insights, and open innovation [2] - Notable projects included a marketing management platform for Web3 that analyzes social media sentiment, a nail design AI that reduces design time from hours to minutes, and a modular video production AI that cuts content production costs by 40% [2][4] Group 2: AI Framework Capabilities - The core capabilities of the GPTBots AI framework include large model integration, workflow orchestration, and RAG knowledge retrieval technology [5] - The framework supports practical case studies from customer service to data analysis, demonstrating scalable and secure enterprise AI deployment best practices [5] Group 3: Regional Innovation and Trends - The hackathon highlighted regional innovation differences, with Japanese teams focusing on retail services and Chinese developers excelling in Web3 and decentralized finance [7] - The event revealed three major trends in enterprise AI applications: automation of contract compliance, customized design, and market analysis and marketing optimization [8] Group 4: Accelerating AI Adoption - GPTBots facilitates rapid prototype development, secure deployment, and system integration, helping enterprises unlock AI value [8] - The event underscored the importance of scalable and adaptable enterprise AI solutions as a core competitive advantage for global companies aiming to enhance operational efficiency and drive innovation growth [8]

Core Viewpoint - The article highlights the significant potential of the enterprise AI market, emphasizing that it is just beginning and represents a new opportunity for growth, particularly in the context of NVIDIA's advancements in AI technology and its strategic focus on the Chinese market [1][2]. Group 1: NVIDIA's AI Developments - NVIDIA's CEO Jensen Huang announced a new enterprise-level AI service in collaboration with ServiceNow, showcasing the company's commitment to developing a software stack that enables businesses to create intelligent AI applications [1]. - Huang introduced the Apriel Nemotron model, which features smaller parameters, faster response times, and lower inference costs while maintaining enterprise-level intelligence [1]. Group 2: Market Potential and Future Projections - ServiceNow anticipates that by 2026, it will secure $1 billion in enterprise AI business orders, quadrupling its current business scale, indicating a substantial growth trajectory in the sector [2]. - Huang stated that the emergence of Agentic AI will disrupt how enterprises build AI, with the potential for a trillion-dollar market behind this transformation [2]. - Huang projected that the Chinese AI market could reach $50 billion in the next two to three years, underscoring its importance for American companies like NVIDIA [2].