300687 赛意信息
午间休市 08-21 11:30:00
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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 17:31
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 02:46
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
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 21:47
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 18:43
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 18:42
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 17:42
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》
赛意信息涨9.07%，太平洋二个月前给出“买入”评级
证券之星 · 08-05
赛意信息涨9.07%，太平洋二个月前给出“买入”评级
股市必读：赛意信息新发布《关于控股股东、实际控制人续签一致行动协议的公告》
证券之星 · 08-05
股市必读：赛意信息新发布《关于控股股东、实际控制人续签一致行动协议的公告》
赛意信息（300687）披露回购公司股份进展公告，8月4日股价上涨4.88%
证券之星 · 08-04
赛意信息（300687）披露回购公司股份进展公告，8月4日股价上涨4.88%
赛意信息涨5.46%，太平洋二个月前给出“买入”评级
证券之星 · 08-03
赛意信息涨5.46%，太平洋二个月前给出“买入”评级
赛意信息（300687）披露2026年第三次临时股东会决议公告，7月30日股价下跌0.88%
证券之星 · 07-30
赛意信息（300687）披露2026年第三次临时股东会决议公告，7月30日股价下跌0.88%
赛意信息（300687）披露回购公司股份方案公告，7月29日股价下跌1.35%
证券之星 · 07-29
赛意信息（300687）披露回购公司股份方案公告，7月29日股价下跌1.35%
赛意信息(300687.SZ)拟3000万元至6000万元回购公司股份
智通财经 · 07-29
赛意信息(300687.SZ)拟3000万元至6000万元回购公司股份
赛意信息新提交“未公开”商标注册申请
证券之星 · 07-24
赛意信息新提交“未公开”商标注册申请
赛意信息：8.33亿算力集群全面商用，开启常态化运营
中国财富通 · 07-22
赛意信息：8.33亿算力集群全面商用，开启常态化运营
【机构调研记录】华银基金调研赛意信息
证券之星 · 07-22
【机构调研记录】华银基金调研赛意信息
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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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17:31","pubTimestamp":1787218315,"startTime":"0","endTime":"0","summary":"公司于近日披露《关于签订高性能算力服务销售合同的公告》。公告显示，广州赛意信息科技股份有限公司与W公司签订两份《算力服务合同》，合同服务期限为60个月，乙方向甲方提供高性能算力服务，合同含税总金额为645,000万元，占公司2025年度经审计营业收入的311.11%。本次合同按月结算，预计三个月内完成部署、调试、上线交付，按月形成持续稳定的营业收入。","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/RB2026082000031201.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":"2660111420","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2660111420","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660111420?lang=zh_cn&edition=full","pubTime":"2026-08-20 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":"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/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":["BK0231","300687","159180"],"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 公司(以下简称“甲方”)签订了两份《算力服务合同》，两份合同的标的、金额不同，但合同签署双方、签署时间、付款条件及其余主要条款一致，故本次公告对两份合同予以合并披露。合同服务期限为60个月，在服务期限内，乙方向甲方提供高性能算力服务。合同含税总金额为64.5亿元，占公司2025年度经审计营业收入的311.11%。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1482255.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"赛意信息(300687.SZ)签订64.5亿元高性能算力服务销售合同","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["300687","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660442994","title":"赛意信息：签订高性能算力服务销售合同 总金额64.5亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2660442994","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660442994?lang=zh_cn&edition=full","pubTime":"2026-08-19 18:43","pubTimestamp":1787136188,"startTime":"0","endTime":"0","summary":null,"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://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["BK0231","300687"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159446200","title":"赛意信息签署两项算力服务合同，含税总金额达64.5亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1159446200","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1159446200?lang=zh_cn&edition=full","pubTime":"2026-08-19 18:42","pubTimestamp":1787136132,"startTime":"0","endTime":"0","summary":"赛意信息宣布，已成功签署两项算力服务合同，含税总价值高达64.5亿元人民币。这一举措标志着该公司在算力服务领域的布局迈出了坚实的一步，为其未来发展注入了强劲动力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["BK0231","300687"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660466844","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2660466844","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660466844?lang=zh_cn&edition=full","pubTime":"2026-08-18 17:42","pubTimestamp":1787046132,"startTime":"0","endTime":"0","summary":"证券之星消息，赛意信息(300687)08月18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8.33亿元采购算力卡采购设备是否已经到位？这部分算力以自用还是对外出租为主？赛意信息回复：您好！公司年内首个8.33亿算力集群项目已落地完毕并开始运营。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":"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/RB2026081800031499.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":"2660431615","title":"股市必读：赛意信息（300687）8月17日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2660431615","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660431615?lang=zh_cn&edition=full","pubTime":"2026-08-18 01:38","pubTimestamp":1786988289,"startTime":"0","endTime":"0","summary":"截至2026年8月17日收盘，赛意信息报收于29.69元，上涨0.3%，换手率5.49%，成交量18.43万手，成交额5.37亿元。公司相关采购事项按照监管要求履行信息披露义务，具体情况请以公司公开披露的信息为准。投资者： 根据公司 6 月 10 日投资者关系活动记录表，公司提及针对现有智能体领域普遍灵活性不足的问题，正在研发新一代 AI 数字员工产品体系，计划于 2026 年 8 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":["300687","BK0231"],"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 17:42","pubTimestamp":1786959728,"startTime":"0","endTime":"0","summary":"证券之星消息，赛意信息(300687)08月17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：请问我们公司和逗号科技合作的物理AI项目进展如何？是否为公司带来了正向收益？赛意信息回复：您好！公司与逗号科技开展的业务合作项目目前正有序推进。请以公司于巨潮资讯网披露的定期报告内容为准。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/RB2026081700023506.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":"2658528912","title":"股市必读：赛意信息新发布《关于首次回购公司股份的公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2658528912","media":"证券之星","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658528912?lang=zh_cn&edition=full","pubTime":"2026-08-12 00:58","pubTimestamp":1786467490,"startTime":"0","endTime":"0","summary":"截至2026年8月11日收盘，赛意信息报收于27.31元，上涨0.22%，换手率3.82%，成交量12.82万手，成交额3.51亿元。公司公告汇总：赛意信息于8月11日首次回购股份549,100股，成交金额15,005,669元。公司公告汇总关于首次回购公司股份的公告广州赛意信息科技股份有限公司于2026年8月11日首次通过股份回购专用证券账户以集中竞价交易方式回购公司股份549,100股，占公司总股本的0.1344%，最高成交价为27.40元/股，最低成交价为27.23元/股，成交总金额为15,005,669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/RB2026081200001319.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","300687"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657365955","title":"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》","url":"https://stock-news.laohu8.com/highlight/detail?id=2657365955","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657365955?lang=zh_cn&edition=full","pubTime":"2026-08-07 01:13","pubTimestamp":1786036411,"startTime":"0","endTime":"0","summary":"公司公告汇总：股东张成康质押1483万股、解除质押1650万股，质押用途为偿还债务；变动后其累计质押股份数量不变，仍为1483万股，占其所持股份35.40%。公司公告汇总关于公司股东部分股份质押及解除质押的公告广州赛意信息科技股份有限公司股东张成康先生将其持有的公司部分股份进行质押及解除质押。公司控股股东及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7.48%。","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/RB2026080700001518.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":"2657051403","title":"赛意信息涨9.07%，太平洋二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2657051403","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657051403?lang=zh_cn&edition=full","pubTime":"2026-08-05 16:51","pubTimestamp":1785919908,"startTime":"0","endTime":"0","summary":"今日赛意信息（300687）涨9.07%，收盘报27.19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/RB2026080500030586.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":"2657632035","title":"股市必读：赛意信息新发布《关于控股股东、实际控制人续签一致行动协议的公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2657632035","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657632035?lang=zh_cn&edition=full","pubTime":"2026-08-05 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22:30","pubTimestamp":1785853839,"startTime":"0","endTime":"0","summary":"截至2026年8月4日收盘，赛意信息报收于24.93元，较前一交易日上涨4.88%，最新总市值为101.82亿元。该股当日开盘24.19元，最高25.33元，最低24.16元，成交额达4.68亿元，换手率为5.63%。近日，赛意信息披露《关于回购公司股份的进展公告》。截至2026年7月31日，公司尚未实施回购。公司将根据相关规定及市场情况推进回购，并及时履行信息披露义务。","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/RB2026080400041594.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","300687"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656324268","title":"赛意信息涨5.46%，太平洋二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2656324268","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656324268?lang=zh_cn&edition=full","pubTime":"2026-08-03 16:47","pubTimestamp":1785746851,"startTime":"0","endTime":"0","summary":"今日赛意信息（300687）涨5.46%，收盘报23.77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/RB2026080300021760.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":"2655454805","title":"赛意信息（300687）披露2026年第三次临时股东会决议公告，7月30日股价下跌0.88%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655454805","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655454805?lang=zh_cn&edition=full","pubTime":"2026-07-30 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