证券代码：300634 证券简称：彩讯股份 彩讯科技股份有限公司投资者关系活动记录表 编号：2025-IR003 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 其他：（请文字说明其他活动内容） | | | 中信证券股份有限公司、工银瑞信基金管理有限公司、中银基金管理有限公司、 | | | 平安基金管理有限公司、鹏华基金管理有限公司、太平资产管理有限公司、中 | | | 国对外经济贸易信托有限公司、中航信托股份有限公司、陆家嘴国际信托有限 | | | 公司、平安证券股份有限公司、长城证券资产管理有限公司、长江证券（上海） | | | 资产管理有限公司、上海东方证券资产管理有限公司、天风证券股份有限公司 | | | 上海证券自营分公司、天风证券研究所、平安证券研究所、东兴基金管理有限 | | | 公司、华商基金、创金合信基金管理有限公司、永赢基金管理有限公司、新华 | | | 基金、富安达基金管理有限公司、同泰基金管理有限公司、英大保险资产管理 | | | 有限公司、民生 ...

Core Insights - Recent policies in the AI agent sector have clarified industry development directions and regulations, creating a favorable environment for the company's related business [1] - The company has proactively entered the AI agent field since 2023, leveraging its self-developed Rich AIBox platform, which integrates multimodal interaction and industry knowledge graphs for enterprise-level AI applications [1] - The platform supports low-code rapid development and incorporates key capabilities such as knowledge storage and retrieval, AI governance, and multi-agent collaboration, resulting in four core product lines: enterprise knowledge base, intelligent customer service, intelligent marketing, and AI BI [1] - The company has successfully launched multiple AI applications, including customer service agents, voice agents, enterprise brains, digital employees, and intelligent emails, achieving business implementation with leading clients across telecommunications, energy, finance, transportation, and government sectors [1] - These advancements establish a solid foundation for the company to seize policy opportunities and expand its market presence [1] - The company plans to align with policy directions, deepen the integration of AI agent technology with various industry scenarios, and continuously enrich its application ecosystem to assist more enterprises in achieving intelligent transformation and upgrades [1]

Core Insights - The 2025 China International Big Data Industry Expo opened in Guiyang, focusing on themes such as digital economy innovation, data resource utilization, and data security [1] Group 1: AI Development and Applications - The current development of AI aligns with previous expectations, with large models significantly reducing burdens for B2B users [1] - There has been a notable increase in the application of large models in various B2B scenarios over the past six months, with many enterprises exploring these applications and achieving significant progress [1] - The company has developed a comprehensive AI service system, including AI application development platforms and industry solutions, integrating AI technology into daily operations for enterprises and individuals [1] Group 2: Recommendations for AI Digital Transformation - Companies should understand the capabilities and limitations of the AI models they use to avoid application deviations [2] - A top-level planning for AI transformation is essential, which should clarify application scenarios and governance work [2] - Continuous operation and optimization of AI applications are necessary, as they are not a one-time setup but require ongoing improvement through data iteration [2] - Companies must ensure that the costs associated with AI models align with the expected outcomes to prevent resource wastage [2]

彩讯股份 20250826 摘要 彩讯股份营收稳健增长，2021 年来营收翻倍，2024 年上半年营收同比 增长 17%，达 9.2 亿元，净利润位居行业前 10%，负债率低，现金流 充裕，为未来并购和 AI 业务提供支撑。 公司全面推进 AI 战略，并购团队后在算力业务取得进展，自研 AI 开发 平台和产品，升级三大产品线，包括数字员工协同办公、智慧渠道和智 算服务与数据智能。 协同办公产品线以数字员工为核心，推出中国首款 AI 邮箱并适配鸿蒙系 统，与多家大型企业启动 AI 升级计划，上半年收入 2.5 亿元，同比增长 2%。 智慧渠道产品线服务中国移动等客户，覆盖超 10 亿用户，推出语音智 能体等 AI 应用，并与运营商合作研发四足机器人家庭场景应用，上半年 收入 3.5 亿元，同比增长 14.8%。 智算服务与数据智能产品线收入同比增长 50%至 2.8 亿元，得益于引入 顶尖智算团队，推出 Rich AI Cloud 解决方案，已执行多个智驾智算中 心和 AI 算力项目，AI 及智算相关收入占总营收近 20%。 2025 年上半年，彩讯股份实现营收 9.2 亿元，同比增长 17.7%；归母净利润 ...