Group 1 - The core point of the news is that Neusoft Corporation (sh600718) reached its daily limit with a price of 11.32 yuan, reflecting a 10.03% increase and a total market capitalization of 13.449 billion yuan [1] - Neusoft Corporation secured a significant order worth 5.6 billion yuan for smart cockpit systems from a well-known domestic automotive manufacturer, reinforcing its leading position in the industry [2] - The company's AI medical business contracts grew by 106%, and its data monetization business surged by 207%, indicating strong momentum in emerging business sectors [2] Group 2 - Neusoft Corporation has actively pursued governance optimization by revising over 30 management policies and enhancing the role of independent directors, which has improved governance transparency [2] - The market has recognized Neusoft Medical's valuation at 14.5 billion yuan, with General Capital acquiring a 45.22% stake, reflecting confidence in its medical business [2] - The smart automotive and medical technology sectors are currently popular in the market, with many related stocks experiencing upward trends, contributing to Neusoft Corporation's stock performance [2]

Core Viewpoint - Dongsoft Group has been selected as a designated supplier for a well-known domestic automotive manufacturer to supply intelligent cockpit domain controllers, with an estimated total supply value of approximately 5.6 billion yuan over a product lifecycle of about four years starting from Q4 2026 [1][2] Group 1: Company Overview - Dongsoft Group has over 30 years of experience in the automotive electronics sector, providing intelligent cockpit domain controllers and IVI in-vehicle infotainment systems to a wide range of domestic and international automotive manufacturers [1] - The company ranks first in the "competitiveness of local suppliers for high-end intelligent cockpit domain control platforms in China" due to its leading advantages in supplying the world's first mass-produced cockpit based on the Qualcomm 8295 platform [1] Group 2: Product Details - The intelligent cockpit domain controller developed based on the Qualcomm 8397 platform features local deployment of AI large models, integrating AI computing power with multimodal large model technology, enabling full-scene perception and reasoning capabilities [2] - The product can recognize user needs through voice, vision, and touch, providing precise services while ensuring response speed, privacy protection, and service richness [2] Group 3: Partnership and Market Position - The long-term cooperative relationship between Dongsoft Group and the automotive manufacturer has been further deepened with this project designation, reflecting the manufacturer's ongoing recognition of Dongsoft's core products and technological strength in automotive intelligence [2] - This partnership is expected to strengthen Dongsoft's competitive advantage and enhance its market share in the automotive electronics industry [2]

（编辑 任世碧） 证券日报网讯 9月18日晚间，东软集团发布公告称，公司近日收到国内某知名大型汽车厂商（限于保密 条款，无法披露其具体名称，简称"汽车厂商"）的定点通知，选择东软作为其指定供应商，为其供应智 能座舱域控制器。根据该汽车厂商的规划，上述产品将应用于其搭载高通8397平台的多款车型，预计自 2026年第四季度起陆续量产上市，预计生命周期约为4年；在上述车型生命周期内，预计公司将为其供 应智能座舱域控制器涉及总金额在56亿元人民币左右。 ...

Core Insights - Neusoft Group has been selected as a designated supplier for a well-known domestic automotive manufacturer to supply intelligent cockpit domain controllers, with an estimated total value of approximately 5.6 billion RMB over a product lifecycle of about four years starting from Q4 2026 [1][2] Group 1: Company Overview - Neusoft Group has over 30 years of experience in the automotive electronics sector, providing products such as intelligent cockpit domain controllers and IVI in-vehicle infotainment systems to a wide range of domestic and international automotive manufacturers [1] - The company ranks first in the "competitiveness of local suppliers for high-end intelligent cockpit domain control platforms in China" due to its leading advantages, including the global first mass production supply of the Qualcomm 8295 cockpit [1] Group 2: Project Details - The intelligent cockpit domain controller based on the Qualcomm 8397 platform will integrate AI capabilities, enabling local deployment of AI large models and multi-modal recognition of user needs through voice, vision, and touch [1] - The project signifies a deepening of the long-term cooperative relationship between Neusoft and the automotive manufacturer, reflecting the manufacturer's ongoing recognition of Neusoft's core products and technological strength [2]

Mergers and Acquisitions - Anhui Heli plans to acquire 51% stake in Jianghuai Heavy Industry [1] Share Buybacks and Equity Transfers - Gansu Guotou will receive 90% stake in Lanshi Group for free, becoming the indirect controlling shareholder [2] - Jian Sheng Group intends to repurchase shares worth between 150 million to 300 million RMB, with a maximum repurchase price of 14.69 RMB per share [3] - Goodway adjusts the maximum repurchase price from 53 RMB per share to 70 RMB per share [4] - Shareholder Lu Tichao plans to transfer 1.7 million shares, accounting for 2.0038% of the total share capital [5] - Zhengqiang shares' controlling shareholder will transfer 8.9% of shares [6] - Heyuan Gas plans to repurchase and cancel 45,000 restricted shares [7] External Investments and Daily Operations - Neusoft Group received a notification for a project involving a total amount of approximately 5.6 billion RMB for supplying intelligent cockpit domain controllers [8] - Fulian Precision's subsidiary received a 1.5 billion RMB advance payment from CATL to secure the supply of lithium iron phosphate [9] - Jian Sheng Group plans to invest 180 million RMB in a project to produce 60 million pairs of mid-to-high-end cotton socks and 30 million pieces of clothing in Vietnam [10] - Fengshan Group signed a technology development contract with Tsinghua University for the development of sodium-ion battery electrolytes and solid-state lithium-ion battery electrolytes [11] - Palm Holdings won a bid for a high-standard farmland construction project worth 433 million RMB [12] - Heng Rui Medicine's subsidiary received clinical trial approval for SHR-1139 injection [11] - Huaxiang plans to issue convertible bonds to raise no more than 1.308 billion RMB for core component capacity enhancement and industrial chain extension projects [12] - Shentong Express reported August express service revenue of 4.434 billion RMB, a year-on-year increase of 14.47%, with a business volume of 2.147 billion tickets, up 10.92% year-on-year [12] - YTO Express reported August express product revenue of 5.39 billion RMB, a year-on-year increase of 9.82%, with a business volume of 2.511 billion tickets, up 11.08% year-on-year [12]

一、定点通知概况 公司近日收到国内某知名大型汽车厂商（限于保密条款，无法披露其具体名 称，以下简称"汽车厂商"）的定点通知，选择东软作为其指定供应商，为其供 应智能座舱域控制器。根据该汽车厂商的规划，上述产品将应用于其搭载高通 8397 平台的多款车型，预计自 2026 年第四季度起陆续量产上市，预计生命周期 约为 4 年；在上述车型生命周期内，预计公司将为其供应智能座舱域控制器涉及 总金额在 56 亿元人民币左右。 证券代码：600718 证券简称：东软集团 公告编号：临 2025-061 东软集团股份有限公司 关于收到汽车厂商定点通知的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 定点通知并不反映车厂最终的实际采购数量，目前仅为预计金额，后续 实际开展情况存在不确定性。 公司实际销售金额将与汽车实际产量等因素直接相关，而汽车市场整体 情况等因素均可能对车厂的生产计划和采购需求构成影响，进而为供货 量带来不确定性影响。 2、公司实际销售金额将与汽车实际产量等因素直接相关，而汽车市场整体 情况等因素均可 ...

格隆汇9月18日丨东软集团(600718.SH)公布，公司近日收到国内某知名大型汽车厂商(限于保密条款， 无法披露其具体名称，以下简称"汽车厂商")的定点通知，选择东软作为其指定供应商，为其供应智能 座舱域控制器。根据该汽车厂商的规划，上述产品将应用于其搭载高通8397平台的多款车型，预计自 2026年第四季度起陆续量产上市，预计生命周期约为4年;在上述车型生命周期内，预计公司将为其供应 智能座舱域控制器涉及总金额在56亿元人民币左右。 ...

证券之星消息，根据天眼查APP-财产线索数据整理，根据云南大学附属医院月9日15发布的 《4530000JH202515703：云南大学附属医院智慧医保服务平台信息系统合同公告》内容显示，东软集 团股份有限公司中标，详情如下： 标题：4530000JH202515703：云南大学附属医院智慧医保服务平台信息系统合同公告 通过天眼查大数据分析，东软集团股份有限公司共对外投资了102家企业，参与招投标项目43280次；财 产线索方面有商标信息428条，专利信息2251条，著作权信息2677条；此外企业还拥有行政许可68个。 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 采购方：云南大学附属医院 供应商：东软集团股份有限公司 中标金额：1100000.0 地区：云南省 发布日期：2025-09-15 ...

东软集团股份有限公司 2025 年第二次临时股东大会文件目录 东软集团股份有限公司 2025 年第二次临时股东大会文件目录 | 2025 年第二次临时股东大会议程 1 | | --- | | 关于取消监事会并修改《公司章程》的议案 2 | | 关于修订《股东会议事规则》的议案 77 | | 关于修订《董事会议事规则》的议案 85 | | 关于修订《独立董事工作制度》的议案 91 | | 关于制定《董事、高级管理人员薪酬管理制度》的议案 98 | | 关于修订《募集资金管理制度》的议案 102 | | 关于制定《对外担保管理制度》的议案 110 | | 关于制定《防范控股股东、实际控制人及其他关联方资金占用管理制度》的议案 114 | 东软集团股份有限公司 2025 年第二次临时股东大会议程 东软集团股份有限公司 2025 年第二次临时股东大会议程 时间：2025 年 9 月 24 日 上午 10 时 地点：沈阳市浑南新区新秀街 2 号 东软软件园 会议中心 参加人员：股东及股东授权代表、董事会成员、监事会成员、高级管理人员、 见证律师等 主持人：荣新节 会议议案： 1. 关于取消监事会并修改《公司章程》的议案 ...

Group 1: Company Overview - Neusoft has over 30 years of experience in the healthcare sector, being the leading provider of digital health solutions in China with the highest market share [3] - The company has developed a comprehensive industrial ecosystem covering medical insurance, smart healthcare, big data and AI in healthcare, medical equipment manufacturing, cloud hospitals, and health education [3] - Neusoft is the manufacturer of China's first CT scanner, with over 14,000 hospitals in more than 110 countries using its medical equipment, totaling over 50,000 installations [3] Group 2: Innovations and Solutions - Neusoft launched China's first photon-counting CT in August 2025, which is also the world's first 8cm wide photon-counting CT, marking a significant breakthrough in China's high-end medical equipment industry [3] - The integration of digital technology and healthcare is becoming a core driver of industry transformation, with data value realization in areas like elderly care and employment being crucial for high-quality national development [5] - Neusoft has introduced the "Tianyi" intelligent solution in the healthcare sector, successfully implemented in multiple hospitals, focusing on data value extraction from social security, medical insurance, and healthcare data [5] Group 3: Future Challenges and Goals - The core challenge for the healthcare system in the next five years is achieving more precise and balanced allocation of medical resources [6] - Neusoft aims to leverage AI and big data to enhance hospital operations, disease diagnosis, treatment, and health management, thereby addressing resource imbalance [6] - The company seeks to collaborate with partners globally to promote the digital and intelligent development of the healthcare industry, aiming to provide high-quality and efficient medical services [6]