300687 赛意信息
已收盘 09-30 15:00:00
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赛意信息（300687）9月29日主力资金净买入3537.62万元
证券之星 · 09-30
赛意信息（300687）9月29日主力资金净买入3537.62万元
赛意信息（300687）披露股东部分股份质押及解除质押公告，9月23日股价下跌1.76%
证券之星 · 09-23
赛意信息（300687）披露股东部分股份质押及解除质押公告，9月23日股价下跌1.76%
赛意信息：公司华东研发总部正按照既定计划有序推进建设
证券之星 · 09-23
赛意信息：公司华东研发总部正按照既定计划有序推进建设
赛意信息（300687）股东欧阳湘英质押295万股，占总股本0.72%
证券之星 · 09-23
赛意信息（300687）股东欧阳湘英质押295万股，占总股本0.72%
赛意信息：本次算力服务合同已完成签署并进入落地执行阶段
证券之星 · 09-23
赛意信息：本次算力服务合同已完成签署并进入落地执行阶段
赛意信息：公司牵头承担的国家科技重大专项项目目前尚处在实施周期内
证券之星 · 09-23
赛意信息：公司牵头承担的国家科技重大专项项目目前尚处在实施周期内
赛意信息涨7.11%，太平洋一周前给出“买入”评级
证券之星 · 09-18
赛意信息涨7.11%，太平洋一周前给出“买入”评级
赛意信息：天风证券、华安基金等多家机构于9月10日调研我司
证券之星 · 09-11
赛意信息：天风证券、华安基金等多家机构于9月10日调研我司
赛意信息新注册《赛意数字化制造运营管理系统V2.0》项目的软件著作权
证券之星 · 09-10
赛意信息新注册《赛意数字化制造运营管理系统V2.0》项目的软件著作权
赛意信息新注册《赛意物流运输管理系统V3.2》项目的软件著作权
证券之星 · 09-08
赛意信息新注册《赛意物流运输管理系统V3.2》项目的软件著作权
赛意信息（300687）披露股东部分股份质押及解除质押公告，9月2日股价下跌1.33%
证券之星 · 09-02
赛意信息（300687）披露股东部分股份质押及解除质押公告，9月2日股价下跌1.33%
赛意信息（300687）披露回购公司股份进展公告，9月1日股价下跌0.13%
证券之星 · 09-01
赛意信息（300687）披露回购公司股份进展公告，9月1日股价下跌0.13%
股市必读：赛意信息新发布《关于参与投资产业基金的公告》
证券之星 · 08-31
股市必读：赛意信息新发布《关于参与投资产业基金的公告》
赛意信息涨5.92%，太平洋二个月前给出“买入”评级
证券之星 · 08-27
赛意信息涨5.92%，太平洋二个月前给出“买入”评级
赛意信息：上半年净利润增两倍 业绩改善同时AI转型提速
中金财经 · 08-27
赛意信息：上半年净利润增两倍 业绩改善同时AI转型提速
图解赛意信息中报：第二季度单季净利润同比增长487.31%
证券之星 · 08-25
图解赛意信息中报：第二季度单季净利润同比增长487.31%
赛意信息最新公告：2026年半年度净利润同比增长207.7%
证券之星 · 08-24
赛意信息最新公告：2026年半年度净利润同比增长207.7%
赛意信息（300687）披露签订高性能算力服务销售合同公告，8月20日股价下跌0.46%
证券之星 · 08-20
赛意信息（300687）披露签订高性能算力服务销售合同公告，8月20日股价下跌0.46%
赛意信息新注册《赛意订单管理系统V3.0》项目的软件著作权
证券之星 · 08-20
赛意信息新注册《赛意订单管理系统V3.0》项目的软件著作权
赛意信息(300687.SZ)签订64.5亿元高性能算力服务销售合同
智通财经 · 08-19
赛意信息(300687.SZ)签订64.5亿元高性能算力服务销售合同
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公司概况
公司名称：
广州赛意信息科技股份有限公司
所属行业：
软件和信息技术服务业
上市日期：
2017-08-03
主营业务：
广州赛意信息科技股份有限公司的主营业务是为制造、零售、现代服务等行业的集团及大中型企业客户提供全面的数字化及智能制造产品与服务。公司的主要产品是泛ERP、智能制造、工业互联网、软件维护服务、代理分销。
发行价格：
22.14
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09:04","pubTimestamp":1790730264,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年9月29日收盘，赛意信息报收于29.18元，上涨5.84%，换手率3.61%，成交量12.12万手，成交额3.45亿元。9月29日的资金流向数据方面，主力资金净流入3537.62万元，占总成交额10.25%，游资资金净流入787.4万元，占总成交额2.28%，散户资金净流出4325.03万元，占总成交额12.53%。近5日资金流向一览见下表：赛意信息融资融券信息显示，融资方面，当日融资买入3880.39万元，融资偿还3182.63万元，融资净买入697.76万元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026093000007484.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300687","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669164481","title":"赛意信息（300687）披露股东部分股份质押及解除质押公告，9月23日股价下跌1.76%","url":"https://stock-news.laohu8.com/highlight/detail?id=2669164481","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669164481?lang=zh_cn&edition=full","pubTime":"2026-09-23 22:04","pubTimestamp":1790172262,"startTime":"0","endTime":"0","summary":"公告显示，公司股东欧阳湘英将其持有的公司部分股份进行质押及解除质押。本次质押2,950,000股，占其所持股份比例17.88%，占公司总股本比例0.72%，质押用途为偿还债务，质权人为中信证券华南股份有限公司。同时，欧阳湘英解除质押合计2,993,760股，占其所持股份比例18.15%。公司控股股东、实际控制人及其一致行动人合计持有公司28.03%股份，累计质押股份占公司总股本的6.78%。欧阳湘英资信状况良好，本次质押不会导致公司控制权变更。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092300040210.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","300687"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669448639","title":"赛意信息：公司华东研发总部正按照既定计划有序推进建设","url":"https://stock-news.laohu8.com/highlight/detail?id=2669448639","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669448639?lang=zh_cn&edition=full","pubTime":"2026-09-23 20:48","pubTimestamp":1790167714,"startTime":"0","endTime":"0","summary":"证券之星消息，赛意信息(300687)09月23日在投资者关系平台上答复投资者关心的问题。投资者提问：请问公司在上海的华东总部建设的如何？公司开展了算力等新业务，是不是该总部的功能布局会有所调整。赛意信息回复：您好！公司华东研发总部正按照既定计划有序推进建设。关于华东研发总部的功能定位，公司将结合整体发展战略统筹规划、动态优化相关布局。感谢您对公司的关注！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092300038318.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","300687"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669107456","title":"赛意信息（300687）股东欧阳湘英质押295万股，占总股本0.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2669107456","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669107456?lang=zh_cn&edition=full","pubTime":"2026-09-23 18:30","pubTimestamp":1790159455,"startTime":"0","endTime":"0","summary":"证券之星消息，赛意信息9月23日公开信息显示，股东欧阳湘英向中信证券华南股份有限公司合计质押295.0万股，占总股本0.72%。质押详情见下表：截止本公告日，股东张成康已累计质押股份1483.0万股，占其持股总数的35.4%，股东刘伟超已累计质押股份350.0万股，占其持股总数的14.71%，股东欧阳湘英已累计质押股份500.0万股，占其持股总数的30.31%，股东刘国华已累计质押股份435.0万股，占其持股总数的30.85%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092300034204.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300687","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669174102","title":"赛意信息：本次算力服务合同已完成签署并进入落地执行阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2669174102","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669174102?lang=zh_cn&edition=full","pubTime":"2026-09-23 11:36","pubTimestamp":1790134577,"startTime":"0","endTime":"0","summary":"证券之星消息，赛意信息(300687)09月23日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘您好，市场有很多声音说本次签订的64.5亿元的算力服务合同是假合同？结合公司目前的财务状况和资金实力，预计未来实现的可能性极低，大概率后续会出终止合同？请问公司有无澄清计划？谢谢！赛意信息回复：您好！本次算力服务合同已完成签署并进入落地执行阶段。公司将持续关注舆情动态，若后续出现合同重大变化、终止等情形，公司将按照相关规则及时履行信息披露义务。感谢您对公司的关注！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：陈思雨","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092300017210.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300687","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669741701","title":"赛意信息：公司牵头承担的国家科技重大专项项目目前尚处在实施周期内","url":"https://stock-news.laohu8.com/highlight/detail?id=2669741701","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669741701?lang=zh_cn&edition=full","pubTime":"2026-09-23 11:36","pubTimestamp":1790134572,"startTime":"0","endTime":"0","summary":"证券之星消息，赛意信息(300687)09月23日在投资者关系平台上答复投资者关心的问题。投资者提问：请问公司承担的国家重大专项智能排程攻关项目，定位于制造业生产调度，请问现在取得哪些成就？获得了多少国家补助？有没有通过国家发改委验收？赛意信息回复：您好！公司牵头承担的国家科技重大专项项目目前尚处在实施周期内，各项研发工作正有序推进。感谢您对公司的关注！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：陈思雨","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092300017207.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","300687"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668085949","title":"赛意信息涨7.11%，太平洋一周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2668085949","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668085949?lang=zh_cn&edition=full","pubTime":"2026-09-18 16:47","pubTimestamp":1789721223,"startTime":"0","endTime":"0","summary":"今日赛意信息（300687）涨7.11%，收盘报29.07元。2026年9月8日，太平洋研究员曹佩发布了对赛意信息的研报《业绩符合预期，算力领域拓展显著》，该研报对赛意信息给出“买入”评级。研报中预计公司2026-2028年的EPS分别为0.31/0.45/0.69元。维持“买入”评级。证券之星数据中心根据近三年发布的研报数据计算，该研报作者对此股的盈利预测准确度为23.37%。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为中金公司的韩蕊。赛意信息（300687）个股概况：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026091800025976.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601099","300687"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666518928","title":"赛意信息：天风证券、华安基金等多家机构于9月10日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2666518928","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666518928?lang=zh_cn&edition=full","pubTime":"2026-09-11 03:04","pubTimestamp":1789067064,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年9月10日赛意信息发布公告称天风证券、华安基金、国泰海通证券、广发自营、宇赢基金于2026年9月10日调研我司。上述I业务的落地时点与收入利润贡献，以公司正式披露为准。该股最近90天内共有5家机构给出评级，买入评级4家，增持评级1家；过去90天内机构目标均价为27.13。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026091100003047.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","300687","601162","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666327925","title":"赛意信息新注册《赛意数字化制造运营管理系统V2.0》项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2666327925","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666327925?lang=zh_cn&edition=full","pubTime":"2026-09-10 02:30","pubTimestamp":1788978635,"startTime":"0","endTime":"0","summary":"证券之星消息，近日赛意信息（300687）新注册了《赛意数字化制造运营管理系统V2.0》项目的软件著作权。今年以来赛意信息新注册软件著作权9个，较去年同期减少了43.75%。结合公司2026年中报财务数据，今年上半年公司在研发方面投入了1.42亿元，同比增8.02%。通过天眼查大数据分析，广州赛意信息科技股份有限公司共对外投资了38家企业，参与招投标项目861次；财产线索方面有商标信息80条，专利信息94条，著作权信息243条；此外企业还拥有行政许可27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，不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026091000002165.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300687","BK0231","159180"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665931096","title":"赛意信息新注册《赛意物流运输管理系统V3.2》项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2665931096","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665931096?lang=zh_cn&edition=full","pubTime":"2026-09-08 02:15","pubTimestamp":1788804915,"startTime":"0","endTime":"0","summary":"证券之星消息，近日赛意信息（300687）新注册了《赛意物流运输管理系统V3.2》项目的软件著作权。今年以来赛意信息新注册软件著作权8个，较去年同期减少了50%。结合公司2026年中报财务数据，今年上半年公司在研发方面投入了1.42亿元，同比增8.02%。通过天眼查大数据分析，广州赛意信息科技股份有限公司共对外投资了38家企业，参与招投标项目861次；财产线索方面有商标信息80条，专利信息94条，著作权信息243条；此外企业还拥有行政许可27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，不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026090800000676.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","300687","159180"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664174898","title":"赛意信息（300687）披露股东部分股份质押及解除质押公告，9月2日股价下跌1.33%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664174898","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664174898?lang=zh_cn&edition=full","pubTime":"2026-09-02 22:18","pubTimestamp":1788358699,"startTime":"0","endTime":"0","summary":"近日，广州赛意信息科技股份有限公司发布关于公司股东部分股份质押及解除质押的公告。公告显示，股东刘国华先生于2026年9月1日将其持有的公司股份合计4,350,000股质押给中国银河证券股份有限公司，用于偿还债务，质押期限至2027年8月31日；同日，刘国华先生解除质押股份合计6,880,000股。本次变动后，刘国华先生累计质押股份4,350,000股，占其所持股份比例30.85%，占公司总股本比例1.07%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026090200042848.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","300687"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664852185","title":"赛意信息（300687）披露回购公司股份进展公告，9月1日股价下跌0.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664852185","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664852185?lang=zh_cn&edition=full","pubTime":"2026-09-01 22:09","pubTimestamp":1788271770,"startTime":"0","endTime":"0","summary":"截至2026年9月1日收盘，赛意信息报收于30.02元，较前一交易日下跌0.13%，最新总市值为122.61亿元。该股当日开盘30.1元，最高31.06元，最低29.94元，成交额达8.22亿元，换手率为8.05%。近日，广州赛意信息科技股份有限公司披露《关于回购公司股份的进展公告》。回购股份将用于股权激励或员工持股计划。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026090100042443.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300687","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663042008","title":"股市必读：赛意信息新发布《关于参与投资产业基金的公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2663042008","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663042008?lang=zh_cn&edition=full","pubTime":"2026-08-31 03:58","pubTimestamp":1788119890,"startTime":"0","endTime":"0","summary":"公司公告汇总：赛意信息拟以自有或自筹资金3000万元认缴出资参与上海育量哲智创业投资合伙企业，占基金认缴出资总额的9.9635%。该基金主要经营场所位于上海市徐汇区，执行事务合伙人及基金管理人为宁波嘉铭浩春投资管理有限责任公司，基金规模在本次投资完成后为30,110万元。公司委派张成康作为基金投资决策委员会成员，但不享有特殊决策权，对基金无重大影响。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026083100001090.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","300687"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662740777","title":"赛意信息涨5.92%，太平洋二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2662740777","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662740777?lang=zh_cn&edition=full","pubTime":"2026-08-27 16:53","pubTimestamp":1787820811,"startTime":"0","endTime":"0","summary":"今日赛意信息（300687）涨5.92%，收盘报26.82元。2026年5月28日，太平洋研究员曹佩发布了对赛意信息的研报《26Q1业绩显著回暖，布局算力租赁业务》，该研报对赛意信息给出“买入”评级。研报中预计公司2026-2028年EPS分别为0.28/0.45/0.57元，维持“买入”评级。证券之星数据中心根据近三年发布的研报数据计算，该研报作者对此股的盈利预测准确度为23.37%。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为中金公司的韩蕊。赛意信息（300687）个股概况：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082700039390.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601099","300687"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662220897","title":"赛意信息：上半年净利润增两倍 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报告期内，赛意信息营收同比增长达到两位数，利润增速远超收入增速，显示出公司盈利能力的显著修复。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/shichangjuejin/20260827/32349429.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["AIPO","CHAT","ARTY","QTOC","300687","AGIX","VTHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662058652","title":"图解赛意信息中报：第二季度单季净利润同比增长487.31%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662058652","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662058652?lang=zh_cn&edition=full","pubTime":"2026-08-25 03:09","pubTimestamp":1787598545,"startTime":"0","endTime":"0","summary":"证券之星消息，赛意信息2026年中报显示，上半年度公司主营收入10.33亿元，同比上升14.43%；归母净利润5602.19万元，同比上升207.7%；扣非净利润5138.16万元，同比上升274.42%；其中2026年第二季度，公司单季度主营收入5.49亿元，同比上升33.12%；单季度归母净利润2445.36万元，同比上升487.31%；单季度扣非净利润2031.61万元，同比上升314.01%；负债率49.29%，投资收益803.73万元，财务费用890.02万元，毛利率32.31%。财报数据概要请见下图:本文数据来源于赛意信息2026年中报，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082500005752.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300687"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661279525","title":"赛意信息最新公告：2026年半年度净利润同比增长207.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2661279525","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661279525?lang=zh_cn&edition=full","pubTime":"2026-08-24 20:39","pubTimestamp":1787575191,"startTime":"0","endTime":"0","summary":"赛意信息(300687.SZ)公告称，公司发布2026年半年度报告，实现营业收入10.33亿元，同比增长14.43%；归属于上市公司股东的净利润5602.19万元，同比增长207.7%。注：公司Q2净利润0.24亿，Q1净利润0.32亿，据此计算，Q2净利润环比下降22%。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082400033870.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300687"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660400225","title":"赛意信息（300687）披露签订高性能算力服务销售合同公告，8月20日股价下跌0.46%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660400225","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660400225?lang=zh_cn&edition=full","pubTime":"2026-08-20 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02:46","pubTimestamp":1787165174,"startTime":"0","endTime":"0","summary":"证券之星消息，近日赛意信息（300687）新注册了《赛意订单管理系统V3.0》项目的软件著作权。今年以来赛意信息新注册软件著作权7个，较去年同期减少了56.25%。结合公司2025年年报财务数据，2025年公司在研发方面投入了2.72亿元，同比增3.43%。通过天眼查大数据分析，广州赛意信息科技股份有限公司共对外投资了36家企业，参与招投标项目849次；财产线索方面有商标信息80条，专利信息89条，著作权信息242条；此外企业还拥有行政许可25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，不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082000002495.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["159180","BK0231","300687"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660613426","title":"赛意信息(300687.SZ)签订64.5亿元高性能算力服务销售合同","url":"https://stock-news.laohu8.com/highlight/detail?id=2660613426","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660613426?lang=zh_cn&edition=full","pubTime":"2026-08-19 21:47","pubTimestamp":1787147239,"startTime":"0","endTime":"0","summary":"智通财经APP讯，赛意信息(300687.SZ)发布公告，近日，公司(“乙方”)与 W 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