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调研速递|江苏润和软件接受嘉实基金等34家机构调研 聚焦AI与业务布局要点
Xin Lang Zheng Quan· 2025-09-23 11:15
Group 1 - The event on September 22 involved Jiangsu Runhe Software Co., Ltd. and was attended by 34 participants from institutions such as Shenzhen Stock Exchange, Harvest Fund, Ping An Securities, and Galaxy Securities [1][2] - The company emphasized the importance of embracing AI technology and finding the right positioning within the industry, focusing on financial services to enhance operational efficiency [3] - Runhe Software's traditional strengths lie in financial technology, electric power, and smart terminals, with recent expansions into energy and transportation sectors, indicating a shift towards foundational software solutions [3] Group 2 - The company's AI business has evolved in two phases, starting from machine vision applications in 2021 to generative AI expansion in 2023, presenting opportunities in the current reasoning market [3] - The company maintains that its innovative business does not compete with traditional technical services, suggesting that AI development can enhance traditional operations [3] - The reception process adhered strictly to regulations, ensuring no information leakage occurred, and the company signed a commitment letter as required by the Shenzhen Stock Exchange [3]
润和软件(300339) - 润和软件投资者关系活动记录表
2025-09-23 10:48
Group 1: AI Impact on Industry - AI presents both opportunities and challenges for the industry, with the importance of embracing new technologies and identifying unique advantages being emphasized [3] - The company focuses on B-end enterprises, leveraging its long-term partnerships with leading domestic firms to address industry pain points and enhance efficiency through AI solutions [3] - AI applications in the financial sector include an intelligent credit solution that automates document recognition and report generation, significantly improving operational efficiency [3] Group 2: Business Focus and Development - The company's traditional strong sectors are financial technology, electric power, and smart terminals, with recent expansions into energy, transportation, education, and healthcare [4] - The shift from application solutions to foundational software solutions indicates a broader market engagement beyond traditional sectors [4] - The company aims to support digital and intelligent transformations across various industries, responding to the increasing demand for domestic innovation [4] Group 3: AI Business Evolution - The company's AI development has two phases: the first phase focused on machine vision applications starting in 2021, while the second phase, beginning in 2023, expands into generative AI across various fields [5] - The recent government initiatives signal a shift towards application-oriented AI development, presenting opportunities for the company as a leading provider of enterprise-level AI solutions [5] - Traditional technical services have remained stable, and the innovative AI business complements rather than competes with existing services, enhancing overall business performance [5]