百望股份走出了一条"数据+AI"创新路径，以海量、真实、实时的交易数据作为核心资产，构建起涵盖 合规、金融与智能决策的完整业务闭环。依托231亿张发票处理经验沉淀的成熟技术能力，叠加在数据 智能领域的持续深耕与突破，百望股份凭借行业领先的解决方案与服务能力，成为华恒生物数智化转型 进程中的重要合作伙伴。 为锚定合作方向、深化战略共识，双方于近期举行了专题交流会，围绕项目实施蓝图、税务AI应用场 景等关键议题展开深度研讨，进一步明确技术落地路径，为后续合作高效推进奠定坚实基础。 本次合作主要聚焦数电发票管理和电子会计档案管理的核心场景，旨在全面赋能华恒生物财务管理体系 数智升级。在票据管理维度，百望股份助力华恒生物构建一体化进项发票池，实现发票采集、识别查 验、抵扣认证等全流程自动化管控，同时，融合AI技术优势，百望支持将票据、凭证转化为结构化数 据，大幅提升管理效率与数据准确性，并借助百望股份多语言票据智能解析能力，助力华恒生物实现海 外票据的规范化、高效化管理。 面向未来，双方将以此次合作为纽带，持续深化财务数字化领域的协同创新，以技术赋能打破地域壁 垒，助力中国企业在市场竞争中实现合规运营与高效发展。 在 ...

Investment Rating - The report recommends a positive investment outlook for the technology sector, specifically highlighting key stocks for January 2026 [6]. Core Insights - The report identifies several key companies within the technology sector, including Eastcompeace, Jincheng Electronics, Xinyi Technology, Tax Friend, Haiguang Information, Giant Network, and Perfect World, as potential investment opportunities [6][8][9][10][11][12][13][14]. Summary by Category Electronics - **Eastcompeace**: The company is entering a growth phase driven by AI technology breakthroughs, leading to increased capital expenditure from cloud vendors and a surge in demand for data servers. The acquisition of Solstice Optoelectronics enhances its position in optical communication [8]. - **Jincheng Electronics**: The company reported a revenue of 889 million yuan in Q3 2025, a year-on-year increase of 25.4%. The semiconductor business is expected to grow significantly, with an order backlog of approximately 1.791 billion yuan [9]. Communication - **Xinyi Technology**: As a leading manufacturer of high-speed optical modules, the company has made significant inroads with major clients like Amazon and is expected to see substantial profit growth from 2025 to 2027, with projected net profits of 94.97 million yuan, 166.16 million yuan, and 217.76 million yuan respectively [10]. - **Huafeng Technology**: The company is positioned to benefit from the high demand for AI applications and is expected to see net profits grow from 3.53 million yuan in 2025 to 8.73 million yuan by 2027 [10]. Computer - **Tax Friend**: The company is a leader in the financial IT sector, leveraging AI and big data to provide comprehensive solutions for businesses. It aims to enhance its product offerings and customer engagement through innovative AI-driven solutions [11]. - **Haiguang Information**: The company is a key player in the domestic high-end CPU market, expected to benefit from the growing demand for AI computing power. It aims to establish a comprehensive AI computing platform [12]. Media - **Giant Network**: The company is experiencing stable commercialization with new game releases and updates expected to drive user engagement and revenue growth [13]. - **Perfect World**: The company is preparing for the launch of its new game "Yihuan," which has shown strong pre-launch interest, and is also focusing on expanding its esports business [14].