Core Viewpoint - The company, Han's Information (300170), is focusing on AI technology to enhance its enterprise digitalization products and solutions, aiming to improve operational efficiency and meet customer management needs [1] Group 1: AI Technology Integration - The company is leveraging AI technology across its R&D, delivery, sales, and internal operations to enhance quality and efficiency [1] - The self-developed "De·Ling" B-end AI application and product system includes the "Lingyuan" AI middle platform, which connects multiple models to help enterprises quickly access various models [1] - The "Lingce" supporting service offers AI consulting planning, private model training, and customized AI application development to create personalized digital solutions for enterprises [1] Group 2: Comprehensive AI Solutions - The enterprise-level one-stop large model training and management platform "Linglian" provides end-to-end capabilities including dataset management, computing power management, model fine-tuning, inference deployment, and evaluation to support AI model development and implementation [1] - The "Lingshou" business intelligence series and "Lingrui" vertical model series offer a range of ready-to-use AI intelligent agents and industry-specific models, gradually being commercialized [1] - These solutions assist enterprise clients in upgrading AI intelligence in manufacturing, marketing, finance, and supply chain sectors [1]

Core Viewpoint - The company Han's Information (300170) has developed an AI platform called "Lingyuan" that connects various models to provide scenario-based AI application solutions for enterprise clients [1]. Group 1 - The "Lingyuan" AI platform integrates mainstream large models available in the market [1]. - The platform utilizes multi-modal AI capabilities to enhance its service offerings [1].

Core Viewpoint - Han's Information (300170) aims to enhance production efficiency and achieve collaborative upgrades and transformations in the industrial chain through the application of intelligent technology in its digitalization business segment [1] Group 1: Business Overview - The company's digitalization business focuses on three main areas: intelligent manufacturing, digital marketing, and collaborative supply chain [1] - Han's Information provides enterprise-level PaaS platform H-ZERO, data platform H-ONE, and AI middle platform, which serve as technological foundations to help clients build industrial internet platforms [1]

Core Viewpoint - Han's Information (300170) is a strategic partner of Baidu, actively collaborating on Baidu Cloud and the Wenxin large model, and has joined the Wenxin Yiyan ecosystem [1] Group 1: Company Collaboration - The company has established multiple collaborations with Baidu, particularly in the areas of cloud services and AI models [1] - Han's "Lingyuan" AI platform connects with major large models in the market, including "Wenxin Yiyan," to facilitate the implementation of digital intelligence applications for B-end clients [1]

Group 1 - The core viewpoint of the article is that Han's Information has clarified its current focus on enterprise digitalization products and solutions, stating that it has no plans for quantum technology at this time [1] Group 2 - The company positions itself as a comprehensive service provider for enterprise digitalization, offering software products, solutions, consulting, and implementation services for operational management [1]

Core Viewpoint - The company HanDe Information has developed a comprehensive B-end AI application and product system called "De·Ling," which includes various AI solutions to support enterprises in multiple sectors such as manufacturing, marketing, finance, and supply chain [2] Group 1: AI Product Offerings - The "Ling Yuan" AI middle platform connects multiple models, enabling enterprises to quickly access various models while providing pre-configured application components and rich AI orchestration capabilities for efficient personalized application development [2] - The "Ling Ce" service offers AI consulting planning, private model training, and customized AI application development to create a personalized digital brain for enterprises [2] - The "Ling Lian" platform serves as a one-stop solution for enterprise-level large model training and management, encompassing dataset management, computing power management, model fine-tuning, inference deployment, and evaluation [2] Group 2: Business Intelligence and Vertical Models - The "Ling Shou" series of business intelligence agents and the "Ling Rui" series of vertical models provide ready-to-use AI agents for specific business scenarios and industry-specific models, which are gradually being commercialized [2] - The applications and products under "De·Ling" are designed to facilitate the implementation of AI solutions in various enterprise functions [2]

（文章来源：证券日报） 证券日报网讯 1月29日，汉得信息在互动平台回答投资者提问时表示，公司控股子公司鼎医信息是医院 运营管理数智化产品及解决方案提供商，依托于成熟的HRP技术底座，专注于医院运营管理领域，提供 涵盖医院的药品、高低值物资、设备、财务核算、成本分析、费用、预算、人事、薪酬、绩效管理、科 研经费等核心运营管理业务场景的产品及服务。其中，鼎医信息通过AI能力，构建门户助手、智能客 服、智能问数、智能指引、智能交互等多个医院智慧财务智能体，已在多家医院落地，帮助企业客户实 现医疗财务数据的智能分析、风险防控与流程自动化，助力医院降本增效与合规管理。 ...

Group 1 - The core viewpoint of the articles highlights the increasing demand for AI-driven cloud computing services, leading to a tightening supply-demand dynamic in the computing power sector, which is reflected in rising prices from major cloud providers [8][11]. - The "算力ETF" (Computing Power ETF) has seen significant inflows, with over 1.4 billion yuan accumulated in the last ten days, indicating strong investor interest in the sector [1]. - Major tech companies like Microsoft, Meta, and others have reported impressive cloud revenue, with Microsoft achieving $50 billion in cloud revenue for the second fiscal quarter, surpassing analyst expectations [4]. Group 2 - Clawdbot, an open-source AI assistant, has gained significant attention, with deployment support from Tencent Cloud and Alibaba Cloud, indicating a shift towards more personalized AI applications [3][6]. - The pricing strategies of leading cloud providers, such as Google and AWS, have been adjusted upwards, reflecting the increased costs associated with AI training and inference demands [8][9]. - The computing power supply chain is experiencing inflation, with projections indicating significant price increases for DRAM and NAND storage, as well as CPU products, driven by AI demand [9][10]. Group 3 - The rapid growth in token usage for AI models, particularly from OpenAI and Google, suggests a burgeoning market for AI applications across various sectors, with daily token calls reaching unprecedented levels [10]. - The anticipated rise in AI model applications is expected to further drive demand for computing resources, benefiting companies involved in hardware, cloud services, and AI development [11]. - The computing power ETF, 汇添富 (159273), is positioned to capture the growth opportunities in the AI-driven cloud computing market, covering a wide range of sectors including hardware, IT services, and data center operations [12].

证券日报网讯1月28日，汉得信息（300170）在互动平台回答投资者提问时表示，公司截至2025年12月 31日及截至2026年1月9日的股东，四舍五入均约为12.9万户。 ...

Investment Rating - The report rates the computer industry as "Overweight," indicating that the industry is expected to outperform the overall market [9]. Core Insights - Clawdbot signifies a transition in AI product forms from "scene-level assistants" to "system-level Agent platforms," emphasizing comprehensive execution capabilities across tools and systems [3]. - The evolution of Agents is marked by a clear path from Skills to Claude Excel and Clawdbot, shifting market focus from model parameters to the ability to execute complex tasks and integrate external tools [3]. - Clawdbot's revolutionary aspect lies in its ability to understand high-level user intentions and autonomously break them down into ordered steps, enhancing automation in complex workflows [3]. - The deployment of system-level Agents faces challenges such as high complexity in enterprise deployment, data security concerns, and the need for improved stability and traceability across systems [3]. - The acceleration of Agent deployment does not imply the replacement of traditional software but rather positions Agents as intelligent interaction and automation hubs, enhancing overall efficiency [3]. Summary by Sections AI Application Key Companies Valuation - The report includes a valuation table for key AI application companies, detailing their market capitalization and projected net profits for 2024 to 2027, with notable companies such as Kingsoft Office, Yonyou Network, and Zhongkong Technology [4].