博思软件(300525)在接受机构调研时表示，公司面对中大型集团企业，推出乐享智税企业智能税务管理 平台，提供一站式税务管理解决方案。目前，基于乐享智税产品丰富的业务模型库，公司已打造了一套 标准化且低成本的税务信息化项目交付体系，收费采用SaaS或建设费的方式，SaaS单价约数十万/年， 建设费约百万元。在"以数治税"新征管模式下，乐享智税产品推广取得一定成效，已有部分意向集团企 业客户。今年下半年，公司乐享智税将继续研发推出系列智能税务产品应用矩阵，包括智能报表、智能 仪表盘、AI知识库、AI智税问答、AI应享尽享等，进一步增强产品核心竞争力。 ...

近日，由未可知人工智能研究院 高级授课专家吴小楠 主讲的 "青科之夜"2025年第三期AI主题夜校课程 在杭州市科技交流馆落下帷幕。本次夜校课 程以 《AI职场应用·知识库赋能》 为主题，历时一个月，每周五晚准时开启，邀请杭城四十余名青年科技工作者，共同破解知识孤岛难题、构建职 业护城河， 助力高效知识运用与创新科技发展 。 四周课程层层递进，环环相扣 ， 为青年科技工作者逐步解锁AI知识库的职场应用密码 ：第一周"AI知识库通识与基础操作"，带领学员快速建立基础认 知，掌握核心操作技巧；第二周"AI知识库助力科技前沿追踪与市场洞察"，传授运用工具紧跟科技动态，精准捕捉市场趋势的方法；第三周"知识库助力技 术测评与产品选型"，提供AI工具筛选的实用指南；最后一周"AI知识库助力研究报告、论文撰写与核心价值挖掘"，精准破解了学术与工作成果输出中的痛 点。 夜校课程现场，青年科技工作者们积极实践、互动热烈。"以前用传统方法筛选行业报告，三天才能梳理出核心数据，现在靠AI知识库的语义分析，两小时 就能搞定！"生物制药领域的青年研究员小潘难掩兴奋，"最后一课的'论文核心价值挖掘'工具，直接帮我从实验数据里提炼出三个创 ...

与此同时，公司通过聚焦北京、江浙等优质区域市场，优化运营机制、压缩非必要开支，实现成本费用 同比大幅降低，盈利空间显著提升，为扭亏为盈奠定坚实基础。 锚定政策机遇，业务升级打开增长新空间 面对传统生态环境行业瓶颈，正和生态紧扣国家战略方向，在两大业务领域实现突破。第一，生态型水 利设施，抢占政策红利窗口。全球气候变化加剧洪涝灾害风险，国家持续加大水利基础设施投入，尤其 2025年7月北京密云特大暴雨后，首都水网建设加速推进。公司立足生态环境业务优势，聚焦北京等资 金状况良好的区域，重点布局生态型水利设施业务，在保障水利安全的同时，提升设施防灾减灾、生态 服务及水资源可持续利用能力，抢占"生态+水利"融合的新市场。当前这一业务升级战略成效初步显 现：2025年上半年，公司新增订单呈现出"北京重点区域市场项目占比较大"以及"生态型水利基础设施 项目数量多"的显著特点，印证了公司业务升级方向与市场需求的高度契合。 2025年8月28日晚间，正和生态（605069）发布2025年半年报，核心业绩显著改善：报告期内营收1.71 亿元，实现稳步增长；归属于上市公司股东的净利润2413.90万元，同比成功扭亏为盈，为公司长 ...

Core Insights - Lianwei Group has established the Lianwei AI Lab as part of its "AI FIRST" strategy, marking its largest strategic investment in five years [2] - The lab aims to enhance Lianwei's core competitiveness in the AI era by focusing on AI technology research and application [2] - Lianwei AI Lab will serve as an innovation engine to drive revenue growth and cost optimization for the company [3] Group 1 - The lab will integrate top technical talents and resources to innovate AI products and solutions [2] - Lianwei AI Lab will focus on areas such as data engines, model optimization, and enterprise-level AI application platforms [2] - The lab aims to help clients unlock data value and accelerate AI application implementation, creating greater commercial value [2] Group 2 - Prior to the establishment of the lab, Lianwei Group successfully implemented projects for leading clients across various industries, including fast-moving consumer goods, beauty, fashion, biomedicine, high-end manufacturing, and finance [3] - Typical application scenarios include AI knowledge bases, smart marketing, intelligent e-commerce operations, and AI data security [3] - Lianwei Group is actively seeking talented individuals to join the Lianwei AI Lab team, with current open positions including AI product managers, AI architects, and AI engineers [3]

Core Viewpoint - Goldman Sachs reaffirms a buy rating for Kingdee International (00268) following the launch of the Cangqiong Intelligent Agent 2.0 platform, which integrates functions such as finance, business travel, and recruitment, driven by multiple AI foundational models [1] Group 1: AI Intelligent Agents - Kingdee has launched five AI intelligent agents powered by foundational models (Deep Search, Wenxin Yiyan, Doubao, Kimi, etc.), continuously developing new agents [2] - Users can simultaneously invoke multiple AI intelligent agents, which will customize tasks based on individual preferences and historical behaviors [2] - The financial intelligent agent can aggregate key financial data and generate analytical reports for company management and individual investors, indicating an expansion towards ToC applications [2] Group 2: Business Travel and Client Diversification - The enterprise business travel intelligent agent assists employees in planning itineraries and booking flights and hotels based on user preferences, saving reimbursement time [2] - Kingdee provides different AI products for various types of clients, establishing partnerships with several lighthouse clients such as CRRC, Jianfa, Jinmailang, Beidahuang, and Wens Foodstuffs [2] - By the end of 2024, Kingdee aims to have 44,000 clients in the mid-sized enterprise segment, offering specialized products like Boss Assistant for AI decision-making [2] - For small and micro-enterprise clients, Kingdee is expected to offer more cost-effective standardized solutions [2] Group 3: Revenue and Growth Projections - The company aims for AI to contribute approximately 20% of total revenue by 2030, leveraging its customer base accumulated through Cangqiong and Xinghan Cloud [1] - The increase in employee efficiency and profitability is expected to drive incremental generative AI revenue for Kingdee as a leader in domestic enterprise services [1]

Core Insights - The battlefield of AI knowledge bases is becoming clearer, representing the essence of enterprise intelligent transformation. The key to success lies in reshaping organizational data culture and management paradigms through knowledge bases, enabling companies to gain valuable "cognitive dividends" in the AI era [2][21] Knowledge Base Evolution - The traditional view of knowledge bases as static information "warehouses" is shifting. AI is transforming them into "engines" for enterprise intelligent services, as evidenced by Morgan Stanley's consultant usage rate increasing from 20% to 80%, significantly reducing search times and allowing more focus on client interactions [4][10] - The emergence of new tools like DeepSeek is enhancing the maturity and usability of large model technologies, making knowledge management capabilities essential for building intelligent enterprises [5][6] Market Demand and Supply - There has been a significant surge in demand for knowledge bases, with growth rates reaching two to three times this year. Major model vendors are providing foundational large language models and retrieval-augmented generation (RAG) technologies to enhance knowledge base capabilities [8][9] - SaaS knowledge base providers are focusing on enterprise knowledge management and online Q&A services, facilitating the rapid establishment of centralized knowledge bases integrated with AI chatbots [9] Operational Efficiency - The integration of AI with knowledge bases has led to substantial improvements in operational efficiency. For instance, a health consulting platform reduced human customer service inquiries by 65%, saving over $50,000 annually [5] - AI technology has streamlined the construction and maintenance of knowledge bases, allowing for automatic generation of Q&A content and reducing reliance on manual input, thus shortening the cold start period [11] Challenges and Limitations - Current AI knowledge bases are primarily suited for standardized processes and fixed content scenarios, facing limitations in highly creative or unstructured tasks. Issues such as data integration, scene adaptation, and organizational inertia pose significant challenges [13][18] - The complexity of managing large-scale knowledge bases, ensuring information accuracy and timeliness, and maintaining security and permissions are critical pain points for enterprises [14][15] Future Directions - The future of AI knowledge bases will depend on building sustainable operational and governance mechanisms within enterprises to transition from pilot projects to large-scale implementations [17][20] - Companies must navigate the balance between standardized tools and customized needs, with a focus on industry-specific knowledge bases becoming a competitive focal point [19][20]

投资者关系活动记录表 证券代码：300674 证券简称：宇信科技 北京宇信科技集团股份有限公司 投资者关系活动记录表 1 投资者关系活动记录表 帮助业务人员做智能营销方案设计，提升整体方案比对设计的效率；在 企微营销中，通过大模型建立接管、辅助和提示三种服务模式。 3）AI数据：通过大模型把自然语言转换为数据语言，持续完善 ChatBI功能，在取数、分析、溯源和数据沉淀方面，帮助客户提升数据 分析能力。 4）AI监管：通过大模型开发并搭建原始数据与最终指标的桥梁，实 现数据溯源、监管规定分析和监管报送的系统平台。 5）AI知识库：结合细分工作场景、业务场景中大量的上下文信息， 帮助客户具象化工作流程，搭建对应业务场景知识库。公司搭建的知识 库，不是简单的信息查询，而是回答客户具体的业务问题。 此外，公司在智能体方面已经有细分Agent应用，并在服务场景中， 开发融入记忆能力、思考能力等，公司将不断根据业务发展，持续丰富 AI产品线。 2、公司在实际应用中能否将大模型幻觉降到客户可接受范围？ 编号：2025-012 | 投资者关系活动 | 特定对象调研 分析师会议 媒体采访 | | | | --- | - ...