Group 1 - The National Development and Reform Commission and eight other departments issued an implementation opinion to promote the application of artificial intelligence (AI) in the entire bidding process, aiming for full coverage in key areas by the end of 2026 and nationwide promotion by the end of 2027 [1] - Several A-share listed companies have disclosed their AI business layouts and project progress in the bidding field, indicating a resonance between policy and market [1] - Fujian Province Bidding Co., Ltd. is advancing AI applications through its fundraising projects, including the construction of a smart bidding supervision platform that utilizes AI and big data [1] Group 2 - Fujian Bosi Software Co., Ltd.'s subsidiary, Bosi Data Technology, won awards for its AI-assisted expert evaluation projects in government procurement, showcasing its technical accumulation and application capabilities in the field [2] - AI has become a crucial support for enhancing the efficiency of bidding supervision, with significant findings such as the correction of 19,000 discriminatory clauses and the identification of over 3,000 hidden collusion clues in 21,000 projects [2] - The evaluation process is shifting from human evaluation to AI-driven evaluation, improving efficiency and reducing human interference [2] Group 3 - The policy is pushing AI from electronic support to a necessity in the entire bidding process, leading to increased demand for system upgrades and algorithm services [3] - Companies with government scenario experience and compliance qualifications are expected to take priority in local upgrade orders, with business models evolving towards high-margin SaaS subscription and operational services [3] - 2026 is identified as a critical year for AI pilot implementation in bidding, with regions having better digital foundations likely to advance first, followed by nationwide replication in 2027 [3]

Investment Rating - The report maintains a "Recommended" rating for the computer industry, indicating an expected relative increase in stock prices of over 15% compared to the benchmark index within the next 12 months [4][10]. Core Insights - The report highlights the integration of AI in the bidding and procurement sector, driven by new policies from the National Development and Reform Commission and other departments, aiming to enhance efficiency and transparency in the bidding process [6][7]. - It identifies 20 key application scenarios for AI in the bidding process, including document detection, intelligent evaluation assistance, and identification of collusion, which are expected to be implemented by the end of 2026 and 2027 [6][7]. - Companies deeply engaged in AI applications within the bidding sector, such as EazyDevelop, Newpoint Software, and Bosi Software, are anticipated to benefit significantly from these policy changes [7]. Summary by Sections Policy and Development Goals - The report outlines specific goals for AI integration in the bidding process, with a focus on enhancing the efficiency of transactions, competition, and regulatory oversight [6]. - It emphasizes the importance of using intelligent technologies to ensure transparent and fair bidding practices, thereby reducing risks associated with low-cost bidding and enhancing regulatory effectiveness [6][7]. Company Opportunities - EazyDevelop is set to launch an AI bidding system that streamlines the entire bidding process, improving compliance and efficiency [7]. - Newpoint Software's AI applications cover all transaction scenarios, aiming to reduce costs and enhance regulatory efficiency [7]. - Bosi Software's "Sunshine Public Procurement Model" has achieved a 100% accuracy rate in AI-assisted evaluations, significantly reducing the time required for expert evaluations [7]. Investment Recommendations - The report suggests focusing on companies such as EazyDevelop, Newpoint Software, Bosi Software, and others that are well-positioned to leverage AI advancements in the bidding and procurement sector [7].

Rocket Launch - Huabao New Energy's outdoor power supply products have been widely applied in various high-difficulty off-grid power scenarios, including domestic rocket launches [1] - Taisheng Wind Power's rocket storage tank project is expected to officially start production by mid-2026 [1] Battery - Toxin Pharmaceutical currently does not have products or business related to brain-computer interface fields [1] Photovoltaics - Zerun New Energy has not yet conducted research and development on solar wing junction boxes [1] Media - Bona Film Group is involved in the production of "Fast and Furious 3," which is scheduled for nationwide release during the 2026 Spring Festival [1] Other - Taihe Technology's renovation of its original lithium iron phosphate production facility is expected to achieve an annual production capacity of 10,000 tons of sodium iron phosphate [1] - Li'ang Technology will continue to increase R&D investment in computing power, cloud computing, and cloud services [1] - Xinwei Communication currently holds a 15% stake in Xinwei Electric Science [1] - Boss Software is still held by Linzhi Tencent [1] - Xinke Mobile's satellite internet business is still in the investment phase [1] - Beijing Junzheng's new process products are expected to begin large-scale sales starting in the first quarter [1] - Xinbao Co.'s self-branded coffee machine Barsetto has a small domestic sales proportion [1]

Group 1 - The core point of the article is that Bosi Software (300525.SZ) confirmed that Linzhi Tencent still holds shares in the company [1]

Group 1 - The company, Bosi Software, announced the completion of its registered capital change, increasing from 751,263,149 yuan to 758,453,478 yuan [2] - The company has also completed the filing of its Articles of Association and the reissuance of its business license, which was issued by the Fuzhou Market Supervision Administration [2]

证券代码:300525 证券简称:博思软件 公告编号:2026-006 福建博思软件股份有限公司 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。 一、基本情况 福建博思软件股份有限公司（以下简称"公司"）分别于 2025 年 10 月 29 日、2025 年 11 月 14 日召开第五届董事会第十一次会议、2025 年第一次临时股 东会，审议通过了《关于变更注册资本并修订<公司章程>的议案》。因公司 2021 年股票期权激励计划期权行权、回购股份注销、2020 年限制性股票激励计划归 属，公司总股本由 751,263,149 股变更为 758,453,478 股，注册资本相应由 751,263,149 元变更为 758,453,478 元。 公司根据前述注册资本变动情况及《公司法》《上市公司章程指引》等相关 法律、法规及规范性文件的规定，为进一步完善公司治理制度，结合公司实际情 况，对《公司章程》进行修订。 上述事项具体内容见公司于 2025 年 10 月 30 日刊登于中国证监会指定创业 板信息披露网站上的《关于变更注册资本并修订<公司章程>及修订、制定、废 ...

Group 1 - The core point of the article is that Fujian Bosi Software Co., Ltd. has won a bid for providing technical services related to the integration of a medical electronic invoice system for Nanfeng County Hospital [1][2] - The bid amount for the project is 15 million [2] - Fujian Bosi Software has made investments in 54 companies and participated in 19,984 bidding projects [1] Group 2 - The company holds 157 trademark registrations, 114 patents, and 190 copyrights [1] - Additionally, Fujian Bosi Software has obtained 11 administrative licenses [1]

Core Viewpoint - The company is focusing on targeted industry and regional promotion of its intelligent tax products, which is part of its strategic arrangement for market implementation, rather than indicating a lack of personnel or expertise [2]. Group 1: Company Performance - As of February 3, 2026, the stock price of Boss Software (300525) closed at 13.42 yuan, an increase of 1.59%, with a turnover rate of 2.64%, a trading volume of 164,200 shares, and a transaction amount of 219 million yuan [1]. Group 2: Business Strategy - The company is currently promoting its intelligent tax product in key industries and regions to build benchmark clients and demonstration projects, which will enhance product quality and market recognition, laying a foundation for large-scale promotion [2]. - The company is actively responding to the Ministry of Finance's deployment regarding the implementation of cross-province reimbursement services for electronic invoices by the end of 2026, ensuring cooperation with various stakeholders [3]. Group 3: Product Development - The company's Kun Yuan Wan Xiang model platform supports the development of Agentic AI products, with some intelligent products already exhibiting core features such as autonomous decision-making and multi-task collaboration [5]. - The company is involved in the construction of the Leqi platform, which provides digital electronic invoice services through direct connection with the tax system, highlighting its role in tax digitalization [4]. Group 4: Market Activity - On February 3, the main funds saw a net inflow of 8.2969 million yuan, indicating an active buying trend [6]. - The overall fund flow showed that retail investors experienced a net outflow of 4.869 million yuan, while speculative funds had a net outflow of 3.4279 million yuan [7].

Core Viewpoint - The company BoSi Software (300525) has developed the KunYuan WanXiang model platform, which supports the research and development of its self-developed intelligent agents, specifically the Agentic intelligent agent products [1] Group 1 - The KunYuan WanXiang model platform is currently utilized for the development of Agentic intelligent agent products [1] - The company has launched several intelligent agent products that exhibit core features such as autonomous decision-making and multi-task collaboration [1] - Future iterations of the products will be optimized based on business needs [1]

证券日报网讯2月3日，博思软件（300525）在互动平台回答投资者提问时表示，公司密切关注财政部关 于全面推行财政电子票据跨省报销工作的相关部署，积极响应"于2026年底前正式上线财政电子票据跨 省报销应用功能"等实施步骤与要求，全力配合跨省报销业务涉及到的全国各省级财政部门、医疗机 构、报销单位、报销人等各方需求，持续提供便捷、高效的财政电子票据跨省报销服务。 ...