证券代码：300188 证券简称：国投智能 公告编号：2026-07 国投智能信息科技股份有限公司 关于更换签字注册会计师的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 国投智能信息科技股份有限公司(以下简称国投智能或公司)于 2025年3月27日召开第六届董事会第七次会议和第六届监事会第六次会 议，审议通过了《关于续聘公司2025年度审计机构的议案》，同意聘请 容诚会计师事务所（特殊普通合伙）（以下简称容诚）作为公司2025年 度审计机构，具体内容详见公司披露于巨潮资讯网的《关于续聘公司 2025年度审计机构的公告》（公告编号：2025-22），上述事项已经公 司2025年4月26日召开的2024年年度股东会审议通过。 一、本次变更签字注册会计师的基本情况 近日，公司收到容诚送达的《关于变更签字注册会计师的函》。容 诚作为公司2025年度财务报表审计及2025年末财务报告内部控制审计 机构，原委派曾晓玲女士作为公司2025年度财务报表审计报告和2025年 末财务报告内部控制审计报告的签字注册会计师。因曾晓玲女士工作调 整，容诚现委派邓会敏先生接替曾晓 ...

AI安全主要涵盖数据源与内容监管两大环节：前者关乎语料真实性与价值导向；后者聚焦内容审核与风险识别，旨在防范虚假信息传播。（中邮证 券） 1）央视2月12日报道，网信部门将对无AI标识的虚假不实信息保持高压严管态势，发现即处置，严厉打击违规行为。同时，也呼吁广大网络内容创作 者按照相关规定主动添加AI标识，避免误导公众，共同营造风清气正的网络环境。 2）2月12日，上海市委网信办会同市公安局网安总队，即日起集中开展"整治AI涉企虚假不实信息"专项行动。本次专项行动重点聚焦利用AI技术生成 传播涉企虚假不实信息，误导公众认知、影响企业形象声誉、抹黑攻击竞争对手等问题。 3）2月9日，即梦创作者社群中，平台运营人员发布通知称，Seedance2.0在内测期间获得了"远超预期的关注"。为保障创作环境的健康与可持续，平台 正基于反馈进行紧急优化，目前暂不支持输入真人图片或视频作为主体参考。 三、机构解读 1）随着AI技术加速渗透，安全与可信正成为产业核心命题之一。2025年7月，世界人工智能大会发布《人工智能全球治理行动计划》，进一步凸显安 全环节在全球AI产业链中的重要地位。 一、行情 2月13日，AI安全概念股迎 ...

格隆汇2月12日丨国投智能(300188.SZ)在投资者互动平台表示，公司"美亚鉴真"平台已接入15个省级、 超100个地市级政务及反诈平台，主要用于AI生成内容核验与反诈治理，具体情况敬请以公司发布的定 期公告及相关公告为准。 ...

Group 1 - The core viewpoint of the news is that Guotou Intelligent has seen a significant increase in its stock price, rising 5.31% to 16.27 CNY per share, with a total market capitalization of 13.984 billion CNY and a cumulative increase of 11.96% over three days [1] - Guotou Intelligent, established on September 22, 1999, and listed on March 16, 2011, is based in Xiamen, Fujian Province, and specializes in electronic data forensics and network information security products, along with related services [1] - The company's revenue composition includes electronic data forensics (37.02%), public safety big data (35.83%), digital government and enterprise digitization (22.66%), and new network space security (4.49%) [1] Group 2 - From the perspective of the top ten circulating shareholders, Southern Fund's Southern CSI 1000 ETF (512100) reduced its holdings by 47,000 shares in the third quarter, now holding 4.7149 million shares, which is 0.55% of the circulating shares [2] - The Southern CSI 1000 ETF has achieved a year-to-date return of 8.48% and a one-year return of 34.89%, ranking 1533 out of 5569 and 1868 out of 4295 respectively [2] - The fund manager, Cui Lei, has been in charge for 7 years and 99 days, with the fund's total asset size at 137.02 billion CNY and a best return of 251.88% during the tenure [2]

Summary of Conference Call on AI Security by Guotou Intelligent Company and Industry Overview - **Company**: Guotou Intelligent - **Industry**: AI Security and Content Generation Key Points and Arguments AI Technology Advancements - The recent advancements in AI, particularly with models like GPT-4 and Dream 5.0, have significantly improved video and image generation capabilities, leading to a new phase in content creation by 2026 [1][3] - The introduction of C Dance has raised the bar for multimodal capabilities in China, making it a global leader in content generation [1] Security Risks and Challenges - The rapid evolution of AI-generated content poses substantial security risks, including copyright infringement and the potential for fraud [4][5] - The ability to create hyper-realistic videos and images undermines the traditional trust in visual content, leading to societal trust issues [5][6] - There is a pressing need for tools to detect and identify AI-generated content to maintain trust and security in digital media [6][7] Guotou Intelligent's Position and Strategy - Guotou Intelligent has been actively developing technologies to address the security challenges posed by AI advancements since 2019, focusing on deepfake detection and content verification [7][8] - The company has established a comprehensive detection system to support law enforcement and financial institutions, with over 30,000 users and 50 million service calls in the past year [8][9] Business Model and Commercialization - Guotou Intelligent offers various service models, including SaaS for private deployment, token-based billing for internet services, and integration into mobile devices for enhanced security [21][22] - The company aims to empower small businesses and individual users to combat fraud, particularly in e-commerce, where AI-generated images can be misused [10][22] Market Outlook and Competition - The AI security market is expected to grow significantly, with a projected compound annual growth rate (CAGR) of over 20% from 2026 to 2030, driven by increasing compliance demands in sectors like government and finance [25] - Guotou Intelligent positions itself as a third-party neutral entity, differentiating itself from internet giants that primarily focus on in-house solutions [13][15] Financial Performance and Future Projections - AI-related revenue constitutes approximately 30% of Guotou Intelligent's total income, indicating strong market demand and customer retention [36] - The company has maintained positive operating cash flow over the past three years, with a cash reserve of 1.442 billion, supporting future growth initiatives [40][41] Strategic Focus Areas - Guotou Intelligent plans to stabilize its core businesses while expanding into new areas such as intelligent hardware and international markets, particularly in regions with strong demand for digital evidence collection [38][44] - The company is also exploring partnerships with major tech firms to enhance its capabilities and market reach [18][19] Additional Important Insights - The company has been involved in the formulation of national standards for AI-generated content, enhancing its credibility and authority in the field [14][15] - Guotou Intelligent's technology is designed to adapt quickly to new AI models, ensuring it remains competitive in a rapidly evolving landscape [28][30] This summary encapsulates the critical insights from the conference call, highlighting Guotou Intelligent's strategic positioning in the AI security landscape and its proactive approach to addressing emerging challenges.

Core Viewpoint - As of February 10, 2026, the total number of shareholders for Guotou Intelligent is reported to be 48,429 [2] Company Summary - Guotou Intelligent has engaged with investors through an interactive platform, providing transparency regarding its shareholder count [2]

Core Viewpoint - Guotou Intelligent's "Jianzhen" business is commercialized through a dual-driven model of "G-end + B-end," focusing on both government and business sectors [1] Group 1: G-end Development - The G-end has integrated with anti-fraud platforms in 15 provinces and over 100 municipal-level governments across the country [1] - The cumulative user base has exceeded 320,000, with nearly 60 million service calls made [1] - This segment serves as the core technical support for government anti-fraud and judicial content verification [1] Group 2: B-end Expansion - The B-end collaborates with telecom operators, mobile manufacturers, financial institutions, and e-commerce companies [1] - There are plans to expand into media, film, and other industry clients to achieve multi-track commercialization coverage [1]

Core Viewpoint - The company, Guotou Intelligent, is leveraging four core strategies to achieve synchronous iteration and proactive leadership in genuine and counterfeit technology [1] Group 1: Core Strategies - The first strategy is research and development that keeps pace with advancements, utilizing the 'Guotou Group AI Wanlian Laboratory' to track cutting-edge technology and quickly adapt to new counterfeit methods, currently capable of identifying over 500 types of counterfeit generation methods [1] - The second strategy focuses on data-driven approaches, where the company accumulates vast sample data through its genuine detection platform for both government (G-end) and business (B-end) sectors to train algorithm models, continuously improving detection accuracy and efficiency [1] - The third strategy emphasizes collaboration between industry, academia, and research institutions to explore the application of new technologies like multimodal AI in the field of genuine detection, positioning the company ahead in core technology [1] - The fourth strategy involves proactive standardization, where the company collaborates with governments and enterprises to establish AI safety standards, anticipating regulatory technology requirements and industry development trends to align technology research and regulatory frameworks [1]

Group 1: Company Overview and Technology - Seedance 2.0 features advanced AI video generation capabilities, including 4K video generation and multi-camera coherent storytelling, validated by authoritative institutions [2] - The technology poses security risks such as misuse, copyright infringement, regulatory lag, and challenges in content governance due to its high realism and low entry barriers [2] Group 2: Industry Trends and Opportunities - Regulatory policies for AI-generated content are driving demand for content verification and copyright protection services [3] - The global content security market is expected to grow at a compound annual growth rate (CAGR) of over 20% from 2026 to 2030, with the AI application capital expenditure projected to exceed $500 billion in 2026 [4] Group 3: Business Strategy and Market Position - The company is involved in drafting national standards for AI-generated content and has launched the "JianZhen" service platform, covering various sectors including government, finance, and judiciary [3] - The "G-end + B-end" dual-driven commercialization strategy has connected with over 100 local government anti-fraud platforms, serving over 320,000 users and processing nearly 60 million service calls [4] Group 4: Competitive Advantages - The company has five core competitive advantages: deep understanding of public safety needs, neutrality as a non-content platform, strong data sovereignty compliance, accumulation of deep counterfeit sample data, and collaborative ecosystem with major tech firms [3] - The market competition is characterized by a mix of large tech companies and specialized firms, with the company holding significant advantages in public sector applications [4] Group 5: Technology Development and Adaptation - The company employs four core strategies to keep its verification technology ahead of evolving counterfeit techniques, including real-time adaptation to new methods, data-driven model training, collaboration with academic institutions, and proactive standard-setting [4] - The "Data Intelligence Suite" serves as a foundational technology for the verification business, enhancing algorithm accuracy and operational efficiency [5]

Summary of Key Points Core Viewpoint - The company Guotou Intelligent (300188.SZ) announced that two executives, Li Guolin and Guo Yongfang, plan to reduce their shareholdings within a specified period through centralized bidding or block trading methods [1]. Group 1: Shareholding Reduction Plans - Li Guolin plans to reduce his shareholding by up to 5 million shares within three months from March 12, 2026, to June 11, 2026, excluding any periods where reduction is prohibited by laws and regulations [1]. - Guo Yongfang intends to reduce her shareholding by up to 8.5947 million shares during the same three-month period, also excluding any legally restricted periods [1].