Core Viewpoint - CaiXun Co., Ltd. plans to issue convertible bonds to raise up to 1.46 billion yuan for projects related to AI computing centers, Rich AIBox platform upgrades, and enterprise-level AI applications [1][3]. Financial Performance - From 2021 to 2024, CaiXun's operating revenue is projected to grow from 887 million yuan to 1.652 billion yuan, while the net profit attributable to the parent company is expected to increase from 130 million yuan to 218 million yuan [1][3]. - In the first half of 2025, the company anticipates continued double-digit growth in revenue and profit, with AI and computing business revenue around 177 million yuan, accounting for nearly 20% of total annual revenue [1][3]. Fund Utilization - The raised funds will focus on three main areas: - Building an AI computing center with a large-scale cluster to meet the growing demand for intelligent computing services in large model training and inference [2][4]. - Upgrading the Rich AIBox platform to enhance the capacity of AI middle platform and ecosystem [2][4]. - Developing enterprise-level AI applications, including knowledge bases, intelligent Q&A, smart customer service, smart marketing, office AI, and AI voice agents [2][4]. Strategic Positioning - CaiXun has established a comprehensive AI ecosystem with a full-stack layout, focusing on enterprise-level AI solutions that integrate knowledge storage and retrieval, AI governance, and multi-agent collaboration [2][4]. - The company's AI applications, such as voice agents, knowledge bases, digital human customer service, AI marketing assistants, and AI email, have been widely implemented in industries like telecommunications, energy, and transportation [2][4].

此外，公开报道显示，彩讯股份已构建RichAI全栈布局，形成"算力底座+开发平台+行业应用"的完整 AI生态，聚焦企业级AI智能体解决方案，打通知识存储与检索、AI治理、多智能体协同等关键环节， 为客户提供全生命周期的企业级AI服务。公司的AI语音智能体、企业知识库、数字人智能客服、AI营 销助手、AI邮箱等AI应用已在电信、能源、交通等行业客户广泛落地。 1月14日，彩讯股份（300634）发布可转换公司债券发行预案，拟通过向不特定对象发行可转换公司债 券的方式募集资金。本次发行的募集资金将用于智算中心建设项目、Rich AIBox平台研发升级项目和企 业级AI智能体应用开发项目。这一融资安排在资本市场引发关注。 企业级AI智能体应用开发项目将开发企业知识库、智能问数、智能客服、智慧营销、办公智能体、AI 语音智能体等应用。其中在AI语音智能体方向，彩讯股份将有重点布局和投入。实现智能体在电信、 金融、能源等领域客户的应用从"工具辅助"到"自主决策"的升级转变。 从募集资金投向分析，符合国家对于人工智能产业发展的政策导向，积极响应了国家关于深入实施"人 工智能+"的政策导向和"'十五五'规划建议"中明确提出 ...