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东软集团: 东软集团2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-05-15 13:44
Core Viewpoint - Neusoft Corporation is actively implementing strategic transformations focusing on AI and data value, leading to significant improvements in operational performance and market position across various sectors, particularly in healthcare and smart automotive solutions [2][3][11]. Group 1: Strategic Transformation and Performance - The company has made substantial progress in its strategic transformation, emphasizing the intelligentization of solutions and data value realization, resulting in a notable increase in net profit and cash flow [3][4]. - In 2024, the company signed new contracts worth 678 million yuan in vertical AI applications and 233 million yuan in data value-related businesses, marking a year-on-year growth of 207% [3][4]. - The company achieved a net profit of 36.13 million yuan, an increase of 111.14 million yuan year-on-year, with a main business net profit growth of 22.01% [3][4]. Group 2: Healthcare Sector Developments - Neusoft maintains the leading market share in healthcare IT solutions, focusing on high-quality reforms in public hospitals and the value realization of healthcare data [4][11]. - The company signed over 30 major healthcare project orders in 2024, enhancing its service capabilities in the healthcare sector [4][11]. - Neusoft's AI-driven healthcare solutions have been implemented in over 90 hospitals, showcasing its commitment to integrating AI with healthcare services [6][11]. Group 3: Smart Automotive Solutions - The company has developed the 8295 smart cockpit platform, achieving significant technological innovations and partnerships with major automotive manufacturers [5][22]. - In 2024, the overall shipment volume of automotive products increased by over 30%, with export-related business growing by 65% [5][24]. - Neusoft's automotive solutions have been recognized with multiple awards, including the "Best Overseas Practice Award" and "Top 10 AI Technology Partners for Chinese Automotive Enterprises" [5][24]. Group 4: Data Value and AI Integration - Neusoft is actively collaborating with various cities to build data value ecosystems, focusing on healthcare, smart cities, and government big data [8][15]. - The company has launched innovative applications in data governance and AI-driven solutions, enhancing its capabilities in the healthcare and social security sectors [15][16]. - Neusoft's cloud-native data platform has strengthened its compatibility with domestic innovations, facilitating the development of data-driven products across multiple industries [8][15]. Group 5: Recognition and Awards - The company has received numerous accolades for its contributions to the software industry and its innovative solutions in AI and healthcare [8][10]. - Neusoft was recognized as a leading enterprise in the new generation of information technology and awarded for its digital government solutions [10][28]. - The company continues to enhance its brand reputation and influence within the digital economy, receiving awards for its smart elderly care services and digital government products [9][10].
东软集团:AI+医疗相关业务合同迎高速增长 购买思芮科技剩余43%股权正在推进中
东软集团(600718)5月15日召开2024年度暨2025年第一季度业绩说明会,公司荣誉董事长刘积仁、董 事长兼首席执行官(CEO)荣新节、联席总裁兼首席财务官张晓鸥、高级副总裁兼董事会秘书王楠等,就 2024年度以及2025年第一季度经营情况与投资者进行交流。 据东软集团介绍,2024年公司全面启动解决方案智能化战略,加大以AI、大数据为代表的业务创新力 度,打造智能化、数据价值化、服务化和生态化的解决方案。在业务创新角度,公司紧抓新一轮AI及 数据价值化机遇,不断推动新产品的推出及订单的落地,相关成果迎来了爆发式增长。2024年,公司新 签垂直领域AI应用合同6.78亿元;新签数据价值化相关业务合同2.33亿元,同比增长207%,AI+医疗相 关业务合同4.88亿元,同比增长106%。 在回复投资者提问时,东软集团表示,2024年度计提的资产减值损失主要为对长期股权投资1.9亿元及 存货计提的减值准备1.2亿元。根据企业会计准则的相关规定,当出现长期股权投资的可收回金额低于 长期股权投资账面价值的情况,应当计提减值准备。同时,公司将存货的可变现净值与存货账面余额进 行对比,按照孰低的原则,对存在减值迹象 ...