日前，神州控股召开2025年中期业绩说明会。该公司管理层在会上透露，今年上半年，公司新签约 金额达94.76亿元，同比增长98%；已签未销订单达104.41亿元，同比增长27%。"充足的在手订单不仅 覆盖当前业务需求，更为未来1至2年的持续增长奠定了基础，成为业绩增长的'定心丸'。"上述管理层 称，接下来公司将持续加大在人工智能（AI）领域的投入，深化场景化应用探索。 今年上半年，神州控股实现营业收入78.65亿元，同比增长12%；毛利为10.33亿元，同比增长8%； 归母净利润1521万元，同比增长41%。分业务板块来看，大数据产品及方案业务收入14.3亿元，同比增 长11.98%；软件及运营服务业务收入24.48亿元，同比增长13%；信创及传统服务业务收入39.87亿元， 同比增长11%。 在政企数字化场景中，神州控股称，公司采取"轻切入、高复用"的落地策略。随着政企客户数字化 基础设施初步建成，其核心需求正转向"效率再提升"。神州控股依托AI全栈能力与现有数字化体系相结 合，推出AI政务助手，办事精确度超过95%，该模式具备较强的可复制性，有望快速推广至更多省市， 成为政企业务增长的新引擎。 此外，公司 ...

Core Viewpoint - The latest statistics from the Ministry of Natural Resources indicate that China's marine GDP reached 2.5 trillion yuan in the first quarter of this year, reflecting a year-on-year growth of 5.7%, highlighting the accelerated construction of a modern marine industry system [1] Group 1: Marine Economic Development - China's marine economy has shown significant high-quality development, with the added value of emerging marine industries expected to grow by 7.2% in 2024, surpassing the overall marine GDP growth by 1.3 percentage points [2] - The number of automated container and bulk cargo terminals has reached the highest in the world, with operational efficiency at automated terminals maintaining a global lead [2] - The usage rate of clean energy in international hub ports has exceeded 60%, and the market share for new green ship orders has reached 78.5% [2] Group 2: Policy and Innovation - A joint guideline issued by the Ministry of Natural Resources and five other departments aims to promote the large-scale utilization of marine energy, focusing on resource potential assessment, technological innovation, open cooperation, and policy measures [2] - Guangdong Province has established the Greater Bay Area Marine Energy Innovation Alliance, exploring innovative models for marine energy development [2] Group 3: Technological Innovation - The development plan for marine technology emphasizes addressing real demands, focusing on key areas such as polar energy, bioresource development, clean energy for ports, high-end marine equipment, and marine biomedicine [3] - A mechanism for integrated development of production, education, research, and application is being established to enhance the proportion of marine technology R&D projects in fiscal spending [3] Group 4: Industry Structure - Traditional industries are being upgraded through the integration of digital technologies such as IoT, big data, AI, and virtual simulation, particularly in marine oil and gas, shipbuilding, transportation, and fisheries [3] - The development of strategic and leading emerging industries is being promoted, including offshore wind power, deep-sea engineering equipment manufacturing, marine pharmaceuticals, and new marine materials [3] Group 5: Talent Development - Strengthening the talent cultivation and recruitment mechanism in marine sectors, implementing interdisciplinary training plans, and collaborating with national laboratories and leading tech enterprises to develop marine technology experts [4] - International cooperation is being enhanced through the establishment of overseas educational institutions and joint research efforts, with a focus on attracting marine technology innovation talents and seafarers [4]