汉得信息 20250828 摘要 汉德信息坚持以健康度为核心的经营原则，销售费用因用户大会和 AI、PaaS 平台布局投入增加 10%，管理费用受股权激励影响，但还原 后表观利润将提升，研发投入保持稳定。 公司在数字化领域深耕多年，已进入业务数字化深水区；AI 领域取得进 展，如 deep learning、FP8 及国产芯片技术突破，为 AI 业务发展奠定 基础。 汉德信息将继续推进平台加应用产品并举的发展模式，加强在 AI 和 PaaS 平台上的投入与布局，通过提升管理举措确保营收、利润及现金 流稳步增长。 公司管理层调整旨在优化分工，提高运营效率，前董秘黄耿回归 COO 岗位，刘福东接任董事会秘书，推动战略实施，确保各项业务顺利进行。 汉德信息发布了一系列 B 端 AI 产品，包括智能体产品、平台、工具以及 私有模型训练，在制造、营销、财务、供应链等领域持续落地，AI 业务 收入首次突破亿元大关，达 1.1 亿元。 企业级 PaaS 平台 hZero 获得超过 400 家头部客户认可，是汉德战略的 重要组成部分，基于 hZero 已共建庞大的数字化、智能化升级生态系统。 公司自主产品业务占比提升至 57 ...

Group 1 - The 2025 Industrial Internet Conference will be held in Suzhou from May 21 to 23, focusing on the release of multiple industrial internet policies and significant industry achievements [1] - The conference will feature two main forums discussing the empowerment of new industrialization and the rapid promotion of "AI + manufacturing" [1] - Several parallel forums will be organized around high-quality development in industrial internet networks, applications, and industry collaboration [1] Group 2 - The industrial internet is a new type of infrastructure resulting from the deep integration of new generation information communication technology and industrial economy, serving as a cornerstone of the Fourth Industrial Revolution [2] - The market size of the industrial internet is expected to reach 5.31 trillion yuan by 2025, driven by technological innovation and policy support [2] Group 3 - The 2023 Industrial Internet Conference highlighted the importance of industrial internet as a strategic infrastructure for new industrialization and the digital economy [3] - Following the conference, companies like Hongxun Technology and Dingjie Software experienced significant stock price increases, indicating market optimism [3] Group 4 - The industrial internet industry features a tiered company structure, with leading companies including Huawei, State Grid, and China Telecom in the first tier [6] - Other notable companies in the second tier include Sany Heavy Industry and Shanghai Baoxin Software, while the third tier includes companies like UFIDA and iFlytek [6]