300687 赛意信息
已收盘 09-11 15:00:00
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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 03:04
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
赛意信息：签订高性能算力服务销售合同 总金额64.5亿元
格隆汇 · 08-19
赛意信息：签订高性能算力服务销售合同 总金额64.5亿元
赛意信息签署两项算力服务合同，含税总金额达64.5亿元
美股速递 · 08-19
赛意信息签署两项算力服务合同，含税总金额达64.5亿元
赛意信息：年内首个8.33亿算力集群项目已落地完毕并开始运营
证券之星 · 08-18
赛意信息：年内首个8.33亿算力集群项目已落地完毕并开始运营
股市必读：赛意信息（300687）8月17日董秘有最新回复
证券之星 · 08-18
股市必读：赛意信息（300687）8月17日董秘有最新回复
赛意信息：公司与逗号科技开展的业务合作项目目前正有序推进
证券之星 · 08-17
赛意信息：公司与逗号科技开展的业务合作项目目前正有序推进
股市必读：赛意信息新发布《关于首次回购公司股份的公告》
证券之星 · 08-12
股市必读：赛意信息新发布《关于首次回购公司股份的公告》
股市必读：赛意信息新发布《关于公司股东部分股份质押及解除质押的公告》
证券之星 · 08-07
股市必读：赛意信息新发布《关于公司股东部分股份质押及解除质押的公告》
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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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15:00:00","open":27.44,"high":27.78,"low":26.05,"amount":360000000,"amplitude":0.0625,"askPrice":26.52,"askSize":2440,"bidPrice":26.51,"bidSize":4,"shortable":0,"etf":0,"ttmEps":-0.1699,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1789349400000},"marketStatusCode":5,"adr":0,"adjPreClose":27.7,"symbolType":"stock","openAndCloseTimeList":[[1789090200000,1789097400000],[1789102800000,1789110000000]],"highLimit":30.47,"lowLimit":24.93,"ibTradeSell":false,"ibTradeBuySell":false,"totalEquity":408411610,"isCdr":false,"pbRate":4.16,"roa":"--","roe":"2.09%","epsLYR":-0.26,"committee":-0.399404,"marketValue":10831000000,"turnoverRate":0.0403,"status":1,"floatMarketCap":8907000000},"requestUrl":"/m/hq/s/300687","defaultTab":"news","newsList":[{"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":"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/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":"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/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":["BK0231","300687","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":"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/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","159180","300687"],"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":"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/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":["300687","BK0231"],"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":"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/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":"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/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":"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/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":["300687","601099"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662220897","title":"赛意信息：上半年净利润增两倍 业绩改善同时AI转型提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2662220897","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662220897?lang=zh_cn&edition=full","pubTime":"2026-08-27 11:41","pubTimestamp":1787802066,"startTime":"0","endTime":"0","summary":"8月24日晚，赛意信息发布2026年半年报。报告期内，公司实现营业收入10.33亿元，同比增长14.43%；归母净利润0.56亿元，同比增长207.70%。 在现有主业经营修复业绩改善的同时，算力相关新兴业务逐步落地。这份财报反映了公司传统业务的回暖，更透露出赛意信息向AI全栈解决方案商转型的战略意图与积极实践。 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":["VTHR","ARTY","300687","QTOC","AGIX","AIPO","CHAT"],"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 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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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月正式发布。","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/RB2026081800001887.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":"2660486013","title":"赛意信息：公司与逗号科技开展的业务合作项目目前正有序推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2660486013","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660486013?lang=zh_cn&edition=full","pubTime":"2026-08-17 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