关于公司股东质押本公司股份的公告 证券代码：300687 证券简称：赛意信息 公告编号：2026-004 广州赛意信息科技股份有限公司 关于公司股东质押本公司股份的公告 截至公告披露日，上述股东及其一致行动人所持股份质押情况如下： | | | | | | | | 已质押股份情况 | | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 持股数量 | 占公司 | 本次质押前 | 本次质押后 | 占其所 | 占公 司总 | 已质押 股份限 | 占已 | 未质押股 | | 占未 | | 股东名称 | （股） | 总股本 | 质押股份数 | 质押股份数 | 持股份 | 股本 | | 质押 | 份限售和 | | 质押 | | | | 比例 | 量（股） | 量（股） | 比例 | 比例 | 售和冻 | 股份 | 冻结数量 | | 股份 | | | | | | | | | 结数量 （股） | 比例 | （股） | | 比例 | | 张成康 | 41,889,739 | 10.26% | 1 ...

股东质押股份 经济观察网广州赛意信息（300687）科技股份有限公司股东张成康部分股份质押展期，涉及500万股； 同时，控股股东刘伟超所持150万股股份被司法冻结。此外，公司业务发展可能受《"人工智能+制造"专 项行动实施意见》等政策环境影响。 股东质押股份 根据公告，公司股东张成康先生部分股份质押展期，涉及500万股，占公司总股本1.22%，质押到期日 延长至2027年1月26日。 以上内容基于公开资料整理，不构成投资建议。 根据公告，控股股东刘伟超先生所持150万股股份被司法冻结，占公司总股本0.37%，冻结到期日为 2027年1月28日。 行业政策现状 公司近期受政策环境影响，如《"人工智能+制造"专项行动实施意见》的发布，可能对业务发展形成长 期影响。 ...

Group 1 - The core point of the article is that Saiyi Information announced the pledge of shares by its controlling shareholder Zhang Chengkang, which will be extended until January 26, 2027 [1] - Zhang Chengkang pledged 4,500,000 shares, representing 10.74% of his total holdings and 1.10% of the company's total share capital [1] - The pledge is secured by Guotai Junan Securities Co., Ltd. as the pledgee [1]

关于公司股东部分股份质押展期的公告 证券代码：300687 证券简称：赛意信息 公告编号：2026-003 广州赛意信息科技股份有限公司 关于公司股东部分股份质押展期的公告 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。 广州赛意信息科技股份有限公司（以下简称"公司"或"本公司"）近日接 到股东张成康先生函告，获悉其部分股份质押展期，具体事项如下： | | 本次质押展 期的股份数 | 占其所 持股份 | 占公司 总股本 | 是否为 | 是否为 补充质 | 质押起始 | 原质押 | 展期后 质押到 | 质权人 | 质押 | 是否为控股股东或 第一大股东及其一 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | | | | 限售股 | | 日 | 到期日 | | | 用途 | | | | 量（股） | 比例 | 比例 | | 押 | | | 期日 | | | 致行动人 公司股东张成康、刘 | | 张成康 | 4,500,000 | 10.74% | ...

关于公司股东部分股份被冻结的公告 证券代码：300687 证券简称：赛意信息 公告编号：2026-002 广州赛意信息科技股份有限公司 关于公司股东部分股份被冻结的公告 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。 截至公告披露日，上述股东及其一致行动人所持股份累计被冻结的情况如 | 下： | | --- | | 股东名称 | 持股数量（股） | 占公司总 | 累计被冻结股 | 累计被标记股 | 合计占其所 | 合计占公司 | | --- | --- | --- | --- | --- | --- | --- | | | | 股本比例 | 份数量（股） | 份数量（股） | 持股份比例 | 总股本比例 | | 张成康 | 41,889,739 | 10.26% | 0 | 0 | 0.00% | 0.00% | | 刘伟超 | 23,794,140 | 5.83% | 1,500,000 | 0 | 6.30% | 0.37% | | 刘国华 | 14,102,560 | 3.45% | 0 | 0 | 0.00% | 0.00% | | 欧阳湘英 | 16 ...

Core Viewpoint - Companies are facing a transition from traditional growth models to new capability systems, with data becoming a key production factor in this evolution [1][3]. Group 1: Industry Context - The current economic environment is characterized by a shift from incremental expansion to stock competition, with rising costs and compressed profit margins posing challenges for enterprises [3]. - Companies are experiencing a "generational evolution" as they seek to adapt to external pressures and rapid industry adjustments [1][3]. - The demand for refined management is increasing as traditional growth models become unsustainable, pushing companies to find new survival paths [3]. Group 2: Company Insights - Saiyi Information, established in 2005 and listed in 2017, focuses on industrial internet, smart manufacturing, and digital transformation, boasting over 1,000 clients across more than 20 industries [2]. - The company emphasizes the importance of data in driving enterprise evolution and highlights the need for agile collaboration and precise management capabilities [1][4]. Group 3: Data as a Core Asset - Data is recognized as a critical asset that must be managed throughout its lifecycle, ensuring accuracy, completeness, and compliance [7]. - High-quality data is essential for effective cost control, supply chain collaboration, and intelligent upgrades [5][7]. - The activation of data value should be a top priority for companies, transforming it into a strategic advantage in the competitive landscape [5]. Group 4: Strategies for Data Activation - A four-step strategy is proposed for systematically activating data productivity: planning, application, quality, and platform [6]. - Companies should begin with clear planning to align data strategies with business objectives, focusing on high-value scenarios that drive business growth [6][7]. - Ensuring data quality is fundamental, as it serves as a reliable asset for decision-making and operational efficiency [7]. - Establishing a robust data platform is crucial for creating a digital loop that transforms data into actionable insights [7].

Core Insights - The Advanced Planning and Scheduling (APS) industry in China is experiencing robust growth, integrating AI, industrial internet, and digital twin technologies to drive intelligent scheduling and real-time optimization, becoming a key driver for the smart upgrade of manufacturing [1][6] - The market size of the APS industry in China is projected to reach approximately 2.511 billion yuan in 2024, representing a year-on-year growth of 23.45% [1][6] Industry Overview - APS is a software system driven by algorithms, focusing on "limited resources + multiple constraints," integrating demand forecasting, material availability, capacity, personnel, tooling, shift calendars, and order priorities into a unified model [2] - Unlike traditional MRP/ERP systems, APS outputs executable process-level Gantt charts, achieving overall optimization across multiple objectives such as delivery time, changeover, inventory, and cost [2] Market Size - The APS industry in China is projected to grow significantly, with a market size of approximately 2.511 billion yuan in 2024, reflecting a 23.45% increase compared to the previous year [1][6] Key Companies - Major players in the APS industry include Dingjie Zhizhi, Saiyi Information, Baoxin Software, and Hand Information, each leveraging unique strategies and technologies to cater to the evolving market demands [2][7][8][10] - Dingjie Zhizhi reported a revenue of 1.614 billion yuan for the first three quarters of 2025, with a year-on-year growth of 2.63% [8] - Saiyi Information's revenue for the same period was 1.501 billion yuan, showing a decline of 11.96% year-on-year [10] Industry Development Trends 1. The deep integration of AI and industrial large models will become the core driving force for technological innovation in the industry, transforming AI from an auxiliary function to the decision-making center of APS [11] 2. The market is rapidly evolving from "production scheduling" to "integrated supply chain planning," with a focus on providing comprehensive solutions that cover demand forecasting and multi-factory network optimization [12] 3. Cloud-based and ecological deployment will become mainstream, promoting the adoption of APS among small and medium-sized enterprises and reshaping business models towards subscription services and ecosystem collaboration [13]

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].

Group 1: Large Model + Code Intelligence Core - iFlyCode by iFLYTEK is the first domestic intelligent programming tool with voice interaction features, supporting code generation, explanation, bug correction, unit test generation, and intelligent Q&A across major programming languages [1][18] - StarRing Technology focuses on AI code generation for big data development, achieving over 90% accuracy in code generation and serving over 200 paying enterprise clients by 2025 [1][19] - Tuya Technology integrates NLP capabilities with AI programming solutions for government and financial sectors, enhancing system development efficiency and reducing maintenance costs [2][20] Group 2: IDE + AI Programming Tools Core - ZTE Information has developed SnapDevelop, an AI-assisted programming tool that increases software development efficiency by 2-3 times and supports multiple programming languages [3][22] - Wanjing Technology targets lightweight development scenarios with AI programming tools, significantly lowering the development barrier for small and medium enterprises [4][23] - CaiXun Co. provides AI programming solutions tailored for the financial sector, enhancing software development efficiency and compliance risk management [5][24] Group 3: Low-Code + AI Programming Integration - Puyuan Information integrates AI programming capabilities into its low-code development platform, improving enterprise application development efficiency by over 40% [7][24] - Jinxianda focuses on the electric power industry, utilizing a proprietary model to enhance development efficiency and customer advantages in AI programming and low-code applications [8][26] - Zhiyuan Interconnect's low-code platform has served over 10,000 enterprise clients, reducing development cycles by over 50% through AI programming capabilities [9][27] Group 4: Industry Solutions + AI Programming - Hengsheng Electronics has developed a low-code platform that integrates AI programming for the financial sector, improving development efficiency by over 60% [11][28] - Saiyi Information focuses on the manufacturing sector, providing AI programming tools that enhance software development efficiency by over 50% [12][29] - Keda Guochuang integrates AI programming into its software development for the electric power and government sectors, reducing development costs by approximately 30% [13][30] Group 5: Enterprise-Level AI Programming Solutions - New Jue Network combines AI programming with intelligent operation and maintenance services, achieving a customer repurchase rate of 83% in 2024 [15][31] - Yonyou Network integrates AI programming into its ERP systems, enhancing development efficiency by over 50% for various enterprise scenarios [16][32]

Group 1 - The core viewpoint of the article is that Saiyi Information (300687) has announced a projected net loss for the year 2025, estimating losses between 75 million yuan and 110 million yuan [1] - The company expects a net loss of 96.52 million yuan to 132 million yuan after excluding non-recurring gains and losses [1]