12月14日晚间，赛意信息（300687）(300687.SZ)发布公告称，公司收到国家主管部门下发的《关于智 能制造系统和机器人国家科技重大专项立项的通知》，公司牵头申报的基于模型仿真的智能排程软件科 技攻关项目已获正式批复立项，项目实施期限为2025年11月至2029年12月，这标志着赛意信息在智能制 造核心技术攻关领域获得国家级认可。 市场表现与客户基础为项目成果转化提供有力保障。截至目前，赛意信息累计服务企业客户超3000家， 连续三年项目交付合格率超98%，客户复购率达75%，合作客户包括189家中国财富500强企业、62家中 国电子信息百强企业，在光伏领域更是覆盖全球TOP10企业中的80%。 支撑这一系列成绩的，是赛意信息在AI技术与制造场景融合上的持续深耕。作为AI场景解决方案专业 服务商，公司通过"算力+模型+AI工具链+制造AI积木应用"全栈自主体系，推动AI在企业核心场景中规 模化落地。同时，依托自主研发的"善谋GPT"平台，公司也构建了完整的AI产品矩阵。未来，赛意信息 将继续依托其完整的自主产品体系与领先的AI融合能力，深化在重点行业的渗透，助力更多制造企业 实现数字化转型与智能化升 ...

Core Viewpoint - The company, Saiyi Information, reported stable growth in its 2024 annual performance, with revenue reaching 2.395 billion yuan, a year-on-year increase of 6.27%, and a significant rise in orders and customer base, indicating resilience and strategic focus in a challenging market environment [1][2]. Financial Performance - Revenue for 2024 was 2.395 billion yuan, reflecting a 6.27% year-on-year growth [1]. - Total orders increased by 16.65% year-on-year, with the total number of customers surpassing 1,120, marking a 22.87% growth [1]. - New customer contracts accounted for 32% of total orders, with self-developed software license sales exceeding 230 million yuan, up 11.3% year-on-year [1]. Market Expansion - The company achieved over 300% year-on-year growth in orders from state-owned enterprises, particularly in northern markets [2]. - Significant progress was made in the PCB and semiconductor sectors, with AI model orders in the PCB industry exceeding 13 million yuan, a 35% increase year-on-year [3]. R&D and Innovation - R&D expenditure reached 365 million yuan, constituting 15.24% of total revenue, with 2,178 R&D personnel [3]. - The company holds 679 software copyrights and 34 invention patents, underscoring its commitment to innovation [3]. - The introduction of the "善谋GPT" platform integrates generative AI with ERP systems, enhancing business process efficiency [4][6]. Product and Service Development - The company is focusing on a dual strategy of "product transformation + service deepening," leading to structural breakthroughs in its business model [2]. - In the intelligent manufacturing sector, revenue reached 990 million yuan, a 19.33% increase, accounting for 41.34% of total revenue [6]. - The "善谋GPT" platform addresses the "last mile" challenge in AI application, facilitating seamless integration with various business systems [6]. Future Outlook - The company aims to continue leveraging technological innovation to support the digital transformation of manufacturing, contributing to high-quality economic development in China [7].