Group 1 - The core viewpoint of the article highlights the successful financial performance and strategic transformation of the company towards artificial intelligence, particularly in AI+cloud computing and AI+security sectors [2][3] - In the first half of 2025, the company achieved operating revenue of 316 million yuan, representing a year-on-year growth of 3.25%, and net profit attributable to shareholders of 18.73 million yuan, marking a turnaround from losses [2] - The company plans to distribute a cash dividend of 0.2 yuan per 10 shares to all shareholders, reflecting its commitment to returning value amid growing performance [2] Group 2 - The "AI+cloud computing products and solutions" segment generated revenue of 31.08 million yuan in the first half of 2025, significantly exceeding the total revenue for the entire year of 2024 [2] - The "AI+security products and solutions" segment achieved revenue of 183 million yuan, with a year-on-year growth of 156.32% and a gross margin exceeding 50% [3] - The company is investing 789 million yuan to build a smart computing cloud service center to meet the explosive demand for AI computing power from internet and autonomous driving sectors [2][3] Group 3 - The company is actively promoting its "AI+" transformation strategy, focusing on continuous investment in cloud computing products and intelligent computing hardware development [3] - The introduction of the electromagnetic net capture device is becoming a standard for public security and has received procurement certification from the Ministry of Public Security, with over 20 million yuan in orders [3] - Future growth is anticipated in the AI+cloud computing and AI+security sectors, driven by both policy support and market demand as AI technology becomes more prevalent across industries [3]

Core Insights - The company has made significant progress in its AI strategic transformation, with rapid growth in AI+Cloud Computing and AI+Security businesses, leading to increased product sales and profitability [1][6] Financial Performance - In the first half of 2025, the company achieved operating revenue of 316 million yuan, remaining flat year-on-year, while net profit attributable to shareholders reached 18.73 million yuan, a substantial increase of 156.60% [1] - The net profit, excluding the impact of share-based payments, amounted to 26.96 million yuan [1] - The company plans to distribute a cash dividend of 0.2 yuan per 10 shares to all shareholders [1] AI+Cloud Computing Business - The AI+Cloud Computing segment generated revenue of 31.08 million yuan in the first half of 2025, significantly exceeding the total revenue for the entire year of 2024 [2] - The company launched a series of products, including AI hyper-converged integrated machines and cloud desktops, to meet the increasing demand for private cloud solutions among government and enterprise clients [2] AI+Security Business - The AI+Security segment reported revenue of 183.28 million yuan, reflecting a year-on-year increase of 156.32%, with a gross margin exceeding 50% [4] - New law enforcement equipment, such as electromagnetic net catchers and security robots, has gained traction, with over 20 million yuan in procurement orders from police departments [4][5] Strategic Initiatives - The company is investing 789 million yuan to build a cloud service center to meet the explosive demand for AI computing power from internet and autonomous driving sectors [3] - Strategic partnerships have been formed with Alibaba's joint venture and AI startups to develop innovative products for vertical industries [3] Future Outlook - The company aims to continue its "AI+" transformation strategy, focusing on product development in AI+Cloud Computing and AI+Security, while enhancing market and channel development [6] - Recent government policies promoting the integration of AI across various sectors present significant growth opportunities for the company's AI+Cloud Computing and AI+Security businesses [7]

证券日报网讯杰创智能7月31日在互动平台回答投资者提问时表示，公司持续推进人工智能战略转型升 级，一方面紧抓AI云计算和算力业务机会，行业一体机销售、智算云服务业务快速增长；另一方面结 合AI算法和机器人，围绕新型执法装备、无人执法体系的建设需求，打造电磁网捕器、安保机器人系 列新产品，在公安派出所、多个大型活动中落地推广。两大新业务增长曲线带动公司上半年实现扭亏为 盈。随着AI在各行业的深化落地，AI云计算和算力赛道、AI+安全赛道有着广阔发展空间，公司相关业 务产品持续销售落地、渗透率提升，公司有信心能够完成AI战略转型升级，实现持续业绩增长。 （文章来源：证券日报） ...

Core Insights - The company, Jiechuang Intelligent, has reported steady progress in its artificial intelligence strategy upgrade during the first half of the year, leading to revenue growth [2] Group 1: AI + Cloud Computing - The "AI + Cloud Computing" business has benefited from strong procurement demand for AI integrated machines from government and enterprise clients, resulting in rapid growth for private cloud and integrated machine products [2] - The company is exploring the implementation of intelligent computing cloud business models [2] Group 2: AI + Security - The "AI + Security" business has seen rapid growth due to the entry of communication security management products into large-scale procurement by clients [2] - New law enforcement technology products, such as electromagnetic net catchers and security robots, have also contributed to sales promotion and business growth [2] Group 3: Order Status - The company currently holds a sufficient amount of orders on hand, with detailed information to be provided in company announcements [2]

Group 1: Digital Technology Trends - The third China International Supply Chain Promotion Expo showcased innovations in digital technology and supply chain development, featuring smart robots and real-time supply chain analysis systems [1] - Artificial intelligence (AI) emerged as the core theme, with various companies demonstrating AI applications to enhance supply chain resilience and efficiency [3][4] - Companies like Lenovo and HP presented solutions that integrate AI and smart manufacturing to improve decision-making and operational transparency within supply chains [3][4] Group 2: Company Participation and Collaborations - Jiechuan Intelligent Technology Co., Ltd. highlighted its electromagnetic capture technology, emphasizing the importance of the expo for fostering industry collaborations and enhancing urban safety [2] - Apple Inc. showcased its commitment to smart and green manufacturing in China, having invested $20 billion over the past five years to upgrade local supply chains [4] - Shandong Innovation Group demonstrated its recycling technologies in collaboration with Apple, reflecting a focus on sustainable practices within the supply chain [4][5] Group 3: Global Supply Chain Integration - The expo facilitated deeper cooperation among domestic and foreign enterprises, enhancing connections within the global supply chain [4][5] - Companies expressed that the expo serves as a platform for trade promotion, investment cooperation, and innovation exchange, driving the transformation and sustainable development of global supply chains [5]

Performance Forecast - The company expects a net profit attributable to shareholders of 15 million to 20 million yuan, a significant increase of 152.62% to 167.73% compared to a loss of 33.0881 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is projected to be between 10 million and 15 million yuan, reflecting an increase of 128.17% to 142.26% compared to a loss of 35.4981 million yuan last year [1] - Basic earnings per share are anticipated to be between 0.10 yuan and 0.13 yuan, compared to a loss of 0.22 yuan per share in the previous year [1] Reasons for Performance Change - The company's performance improvement is primarily driven by strong demand for AI integrated machines from government and enterprise clients, leading to rapid growth in cloud computing and private cloud products [1][2] - The "AI + Security" business has benefited from the large-scale procurement of communication security management products and the promotion of new law enforcement technology products, resulting in significant revenue growth [1] - The overall expenses have decreased year-on-year despite the addition of share-based payment expenses, contributing to a substantial increase in gross profit [1] Non-Recurring Gains and Losses - The impact of non-recurring gains and losses on the company's profit is estimated to be around 5 million yuan, mainly from investment income during the reporting period [2]

Group 1 - The 2025 Guangzhou Science and Technology Week opened on May 24, with the theme "Determined to Innovate and Build a Strong Technological Nation," running until May 31, featuring nearly 400 science experience and popularization activities across the city [1] - The highlight of the event is the 9th Guangzhou Science Carnival, which includes a "Technology Sports" section showcasing new technologies such as digital humans, robotic dogs, and cooling coatings applied in sports venues [1][4] - The event aims to encourage young people to actively learn scientific knowledge, with the release of a comic series on respiratory health by various institutions, promoting high-quality science communication [2] Group 2 - The "Technology Sports" section is particularly noteworthy, with over 100 participating units for the first time, showcasing technologies used in the National Games and Special Olympics [4] - Guangzhou Power Supply Bureau developed an integrated inspection solution using drones, unmanned vehicles, and robotic dogs, which replaces 65% of manual inspections and increases efficiency by three times [4] - Innovative products such as AI digital humans and electromagnetic non-lethal security devices were also presented, highlighting advancements in emergency rescue and smart service experiences [4][3]

一、停复牌 1、新莱福：拟购买广州金南磁性材料100%股权，股票停牌。 2、概伦电子：拟购买锐成芯微100%股权及纳能微45.64%股权，股票复牌。锐成芯微是高端半导体IP授 权及芯片定制服务领域的创新型企业。 二、并购重组 1、华峰化学：拟60亿元收购华峰合成树脂及华峰热塑。此次交易属于同一控制下的聚氨酯行业并购， 华峰化学与华峰合成树脂、华峰热塑同属于聚氨酯产业链，产品应用于聚氨酯制品的不同细分领域。 2、宝塔实业：终止发行股份购买资产，拟对原重大资产重组方案进行重大调整。 四、投资合作、经营状况 1、宏和科技：拟定增募资不超过9.95亿元，用于高性能玻纤纱产线建设项目、高性能特种玻璃纤维研 发中心建设项目、补充流动资金及偿还借款。 2、赣锋锂业：公司与LAR签署了合作开发盐湖意向书，双方约定将共同开发位于阿根廷的Pozuelos- Pastos Grandes盐湖盆地。 3、卧龙地产：拟出售上海矿业90%股权，预计构成重大资产重组。 4、美锦能源：终止重大资产重组事项，原计划购买临县锦源煤矿有限公司51%股权、山西汾西正旺煤 业有限责任公司49%股权和山西汾西正城煤业有限责任公司49%股权。 5、国信证 ...