格隆汇7月31日丨 杰创智能(301248.SZ)于投资者互动平台表示，政务是公司重点拓展的业务领域之一， 公司的人工智能行业应用及产品积极参与政务AI建设，服务于海关部门，多个省、市公安机关、司法 监狱，政务服务和数据管理部门等政府单位。其中，常青云AI超融合一体机支持DeepSeek的开箱即用 和本地化部署，在多地官方政务内网中部署上线DeepSeek-R1模型，保证了政务数据不出域，为政务AI 应用提供坚实的技术支撑。 ...

Investment Rating - The report gives a "Buy" rating for the company, marking its first coverage [1]. Core Insights - The company, Jiechuang Intelligent, focuses on smart security and smart city applications, leveraging IoT, cloud computing, big data, and AI technologies to create high-performance computing and intelligent solutions [4][5]. - In Q1 2025, the company reported a total revenue of 172 million yuan, a year-on-year increase of 5.45%, and a net profit attributable to the parent company of 14 million yuan, reflecting a significant growth of 911.82% [4]. - The company has faced challenges in 2024, transitioning from profit to loss due to reduced investments in digital upgrades by government and large enterprises, leading to a cautious approach in project undertakings [4]. Company Overview - Latest closing price: 18.24 yuan - Total shares: 1.54 billion, circulating shares: 1.02 billion - Total market capitalization: 2.8 billion yuan, circulating market capitalization: 1.9 billion yuan - 52-week high/low: 23.57/11.03 yuan - Debt-to-asset ratio: 31.2% - Price-to-earnings ratio: 456.00 - Largest shareholder: Sun Chao [3]. Financial Projections - Expected EPS for 2025-2027: 0.85, 1.36, 1.77 yuan, with corresponding P/E ratios of 24.21, 15.13, and 11.58 [10]. - Projected revenue growth rates for 2025-2027 are 65.44%, 36.13%, and 29.57% respectively, with a forecasted net profit of 130.45 million yuan in 2025 [12][15].

一、停复牌 1、新莱福：拟购买广州金南磁性材料100%股权，股票停牌。 2、概伦电子：拟购买锐成芯微100%股权及纳能微45.64%股权，股票复牌。锐成芯微是高端半导体IP授 权及芯片定制服务领域的创新型企业。 二、并购重组 1、华峰化学：拟60亿元收购华峰合成树脂及华峰热塑。此次交易属于同一控制下的聚氨酯行业并购， 华峰化学与华峰合成树脂、华峰热塑同属于聚氨酯产业链，产品应用于聚氨酯制品的不同细分领域。 2、宝塔实业：终止发行股份购买资产，拟对原重大资产重组方案进行重大调整。 四、投资合作、经营状况 1、宏和科技：拟定增募资不超过9.95亿元，用于高性能玻纤纱产线建设项目、高性能特种玻璃纤维研 发中心建设项目、补充流动资金及偿还借款。 2、赣锋锂业：公司与LAR签署了合作开发盐湖意向书，双方约定将共同开发位于阿根廷的Pozuelos- Pastos Grandes盐湖盆地。 3、卧龙地产：拟出售上海矿业90%股权，预计构成重大资产重组。 4、美锦能源：终止重大资产重组事项，原计划购买临县锦源煤矿有限公司51%股权、山西汾西正旺煤 业有限责任公司49%股权和山西汾西正城煤业有限责任公司49%股权。 5、国信证 ...