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赛意信息(300687) - 2025年9月19日投资者关系活动记录表
2025-09-19 11:14
Group 1: Company Orders and Financial Performance - The company has reported an increase in orders, with specific details available on the official website and WeChat account [2] - AI-related business revenue for the first half of the year reached 103 million CNY, with a positive outlook for the entire year [3] - Approximately 60% of AI revenue comes from the general ERP sector, while 40% is from intelligent manufacturing [3] Group 2: Product Development and Business Model - The company is set to launch a self-developed CAM software for the PCB industry next year [3] - The increase in contract assets is attributed to normal business operations and is not directly related to subscription or buyout models [3] Group 3: Investor Relations Activity - The investor relations activity was conducted online on September 19, 2025, with participation from the Chairman, General Manager, and Financial Director [2] - The event did not involve any undisclosed significant information [3]