8月28日，2025中国国际大数据产业博览会在贵州贵阳开幕。会议期间，参加本次盛会的嘉宾围绕本届 数博会的主题"数聚产业动能 智启发展新篇"，就数字经济创新发展、推动数据资源开发利用、助力政 企数智化转型、数据安全与保障等方面，结合各自专业领域畅所欲言，提出许多观点和建议。 彩讯股份（300634）董事、高级副总裁杨安培表示，整体来看，当前AI的发展态势符合此前的预期。 首先，大模型的发展为2B领域的用户减轻了不少负担。其次，经过这段时间的认知积累，大家对于大 模型的认识不断加深，在最近半年，大模型在各类2B场景中的应用层出不穷，众多企业和从业者围绕 这些场景展开了大量探索，并且取得了显著进步。 杨安培说，彩讯股份自2004年创立以来，一直专注于企业数字化转型。随着生成式AI的爆发，公司基 于多年积累的丰富业务应用场景，结合全面AI战略，对三大业务线进行AI升级，打造了从智算基础设 施底座、一站式AI应用开发平台到AI应用及行业解决方案的全栈AI服务体系，面向企业及个人用户推 出了数字人、数字员工、AI邮箱、企业知识库、语音智能体、图生音乐彩灵等产品，让AI技术融入企 业日常运营及个人生活之中。 对于企业基于 ...

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 ...

Financial Performance - In 2024, the company achieved operating revenue of 165,217.08 million CNY, a year-on-year increase of 10.41% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 21,827.05 million CNY, up 16.81% from the previous year [1] - The overall gross profit margin for 2024 was 39.15%, an increase of 0.48 percentage points compared to the previous year [2] Product Development - The company launched Rich AIBox 2.0, an AI application development platform that integrates multiple advanced large models, including DeepSeek-V3 and DeepSeek-R1 [2] - Rich AIBox 2.0 aims to provide a one-stop intelligent agent construction solution, facilitating efficient AI application value transformation [2] Profitability Challenges - The net profit for 2024 was 23,013.91 million CNY, a decrease of 9,449.12 million CNY compared to the previous year, primarily due to fluctuations in the stock price of an investment made in 2023 [3] Future Growth Drivers - Future growth is expected to benefit from the rapid development of AI in China, with a focus on AI, intelligent computing, and the establishment of a complete AI ecosystem [4] - The company is developing digital employees for customer service, marketing, and internal office scenarios, anticipating significant growth in this area [4] Industry Context - In 2024, China's software and information technology service industry reported a total software business revenue of 137,276 billion CNY, a year-on-year growth of 10.00% [5] - The company's performance is favorable compared to the industry, with a higher growth rate in both operating revenue and net profit [5] Industry Outlook - The AI industry is undergoing rapid transformation, with intelligent agents and intelligent computing driving core growth [5] - The demand for computing power is expected to surge, prompting the company to focus on building AI-native cloud computing solutions [6]