{"id":80778,"topic":"ai","source":"stcn.com","title":"AI时代软件公司将迎来价值体系重估 高增长潜力股浮出水面 - stcn.com","url":"https://www.stcn.com/article/detail/4182862.html","url_hash":"ec5ed299fb2f4c691139c1cd053003fd4fde52a5","author":"","summary":"<a href=\"https://news.google.com/rss/articles/CBMiXEFVX3lxTE5ZY3N4VV9GNWdSR3N5a0hzeEFMRTV3UUVJYXZyQ05HbGZhbDFTYnF0V3E2aWNCZzZjdDFIblN1SEJvNk1vdlJDYzZlY3RXUG5CdjNxUWU1cVBnU2lN?oc=5\" target=\"_blank\">AI时代软件公司将迎来价值体系重估 高增长潜力股浮出水面</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">stcn.com</font>","content":"人民财讯9月12日电，近日，工业和信息化部印发《“人工智能+软件”专项行动实施方案》。《行动方案》提出，到2030年，人工智能与软件和信息技术服务业融合发展实现新跃升，关键软件全面实现智能化升级，智能编程、智能体软件及智能服务等新业态成为产业新增长极，建成若干具有国际影响力的开源社区和产业集群，推动我国软件和信息技术服务业抢占全球价值链制高点。\n今年以来，随着AI深度渗透软件开发全流程，AI（人工智能）正在重构软件行业生产流程与竞争规则，软件行业正经历一场深刻变革。东吴证券认为，AI时代软件公司的价值判断将从“用户是否频繁打开应用”，转向“该系统是否处在企业任务执行链条中的关键位置”。具备核心数据、流程权限、治理审计和系统连接能力的平台型软件，有望从传统应用软件向企业AI基础设施重估。\n据证券时报·数据宝统计，截至9月11日，今年以来合计有32只软件股获得5次以上机构调研。其中南网数字、海天瑞声、中科信息、达梦数据、国能日新均获10次以上机构调研。\n从未来增长潜力来看，数据宝统计，根据5家以上机构一致预测，上述32只软件股中，今明两年净利润增速均有望超20%的有9只。以9月11日收盘价与年内高点相比，合合信息、福昕软件、石基信息回撤幅度超50%。","image_url":null,"lang":"zh","published_at":"2026-09-11T23:46:00+00:00","fetched_at":"2026-09-12T13:15:06+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"人民财讯9月12日电，近日，工业和信息化部印发《“人工智能+软件”专项行动实施方案》。《行动方案》提出，到2030年，人工智能与软件和信息技术服务业融合发展实现新跃升，关键软件全面实现智能化升级，智能编程、智能体软件及智能服务等新业态成为产业新增长极，建成若干具有国际影响力的开源社区和产业集群，推动我国软件和信息技术服务业抢占全球价值链制高点。\n今年以来，随着AI深度渗透软件开发全流程，AI（人工智能）正在重构软件行业生产流程与竞争规则…","cluster_id":null,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://www.stcn.com/article/detail/4182862.html","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 531 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":531,"summary_length":221,"usable_text_length":531,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":531,"summary_length":221}},"news_item":{"id":80778,"canonical_url":"https://www.stcn.com/article/detail/4182862.html","source_url":"https://www.stcn.com/article/detail/4182862.html","title":"AI时代软件公司将迎来价值体系重估 高增长潜力股浮出水面 - stcn.com","source_name":"stcn.com","author":null,"published_at":"2026-09-11T23:46:00+00:00","locale":"zh","topic":"ai","tags":[],"rss_summary":"<a href=\"https://news.google.com/rss/articles/CBMiXEFVX3lxTE5ZY3N4VV9GNWdSR3N5a0hzeEFMRTV3UUVJYXZyQ05HbGZhbDFTYnF0V3E2aWNCZzZjdDFIblN1SEJvNk1vdlJDYzZlY3RXUG5CdjNxUWU1cVBnU2lN?oc=5\" target=\"_blank\">AI时代软件公司将迎来价值体系重估 高增长潜力股浮出水面</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">stcn.com</font>","full_text":"人民财讯9月12日电，近日，工业和信息化部印发《“人工智能+软件”专项行动实施方案》。《行动方案》提出，到2030年，人工智能与软件和信息技术服务业融合发展实现新跃升，关键软件全面实现智能化升级，智能编程、智能体软件及智能服务等新业态成为产业新增长极，建成若干具有国际影响力的开源社区和产业集群，推动我国软件和信息技术服务业抢占全球价值链制高点。\n今年以来，随着AI深度渗透软件开发全流程，AI（人工智能）正在重构软件行业生产流程与竞争规则，软件行业正经历一场深刻变革。东吴证券认为，AI时代软件公司的价值判断将从“用户是否频繁打开应用”，转向“该系统是否处在企业任务执行链条中的关键位置”。具备核心数据、流程权限、治理审计和系统连接能力的平台型软件，有望从传统应用软件向企业AI基础设施重估。\n据证券时报·数据宝统计，截至9月11日，今年以来合计有32只软件股获得5次以上机构调研。其中南网数字、海天瑞声、中科信息、达梦数据、国能日新均获10次以上机构调研。\n从未来增长潜力来看，数据宝统计，根据5家以上机构一致预测，上述32只软件股中，今明两年净利润增速均有望超20%的有9只。以9月11日收盘价与年内高点相比，合合信息、福昕软件、石基信息回撤幅度超50%。","excerpt":"人民财讯9月12日电，近日，工业和信息化部印发《“人工智能+软件”专项行动实施方案》。《行动方案》提出，到2030年，人工智能与软件和信息技术服务业融合发展实现新跃升，关键软件全面实现智能化升级，智能编程、智能体软件及智能服务等新业态成为产业新增长极，建成若干具有国际影响力的开源社区和产业集群，推动我国软件和信息技术服务业抢占全球价值链制高点。\n今年以来，随着AI深度渗透软件开发全流程，AI（人工智能）正在重构软件行业生产流程与竞争规则…","extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 531 characters.","diagnostics_url":"/api/diagnose?url=https%3A//www.stcn.com/article/detail/4182862.html","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 531 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":531,"summary_length":221,"usable_text_length":531,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":531,"summary_length":221}}},"display_formats":["compact","card","full","digest_section","json"]},"daily_stack_record":{"title":"AI时代软件公司将迎来价值体系重估 高增长潜力股浮出水面 - stcn.com","url":"https://www.stcn.com/article/detail/4182862.html","summary":"人民财讯9月12日电，近日，工业和信息化部印发《“人工智能+软件”专项行动实施方案》。《行动方案》提出，到2030年，人工智能与软件和信息技术服务业融合发展实现新跃升，关键软件全面实现智能化升级，智能编程、智能体软件及智能服务等新业态成为产业新增长极，建成若干具有国际影响力的开源社区和产业集群，推动我国软件和信息技术服务业抢占全球价值链制高点。\n今年以来，随着AI深度渗透软件开发全流程，AI（人工智能）正在重构软件行业生产流程与竞争规则…","source":"stcn.com","date":"2026-09-11T23:46:00+00:00","content":"人民财讯9月12日电，近日，工业和信息化部印发《“人工智能+软件”专项行动实施方案》。《行动方案》提出，到2030年，人工智能与软件和信息技术服务业融合发展实现新跃升，关键软件全面实现智能化升级，智能编程、智能体软件及智能服务等新业态成为产业新增长极，建成若干具有国际影响力的开源社区和产业集群，推动我国软件和信息技术服务业抢占全球价值链制高点。\n今年以来，随着AI深度渗透软件开发全流程，AI（人工智能）正在重构软件行业生产流程与竞争规则，软件行业正经历一场深刻变革。东吴证券认为，AI时代软件公司的价值判断将从“用户是否频繁打开应用”，转向“该系统是否处在企业任务执行链条中的关键位置”。具备核心数据、流程权限、治理审计和系统连接能力的平台型软件，有望从传统应用软件向企业AI基础设施重估。\n据证券时报·数据宝统计，截至9月11日，今年以来合计有32只软件股获得5次以上机构调研。其中南网数字、海天瑞声、中科信息、达梦数据、国能日新均获10次以上机构调研。\n从未来增长潜力来看，数据宝统计，根据5家以上机构一致预测，上述32只软件股中，今明两年净利润增速均有望超20%的有9只。以9月11日收盘价与年内高点相比，合合信息、福昕软件、石基信息回撤幅度超50%。","confidence":0.9,"diagnostics_url":"/api/diagnose?url=https%3A//www.stcn.com/article/detail/4182862.html","quality_bucket":"high","failure_kind":"none","retryable":false,"quality_reason":"High confidence: full text extraction produced 531 characters.","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 531 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":531,"summary_length":221,"usable_text_length":531,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":531,"summary_length":221}},"tags":[]},"fallback_formats":["markdown","json","html"],"actions":{"read":"/item/80778","export_markdown":"/api/items/80778/export?format=markdown","export_json":"/api/items/80778/export?format=json","diagnose":"/api/diagnose?url=https%3A//www.stcn.com/article/detail/4182862.html"},"formats":{"full":{"id":80778,"title":"AI时代软件公司将迎来价值体系重估 高增长潜力股浮出水面 - stcn.com","url":"https://www.stcn.com/article/detail/4182862.html","source":"stcn.com","author":null,"published_at":"2026-09-11T23:46:00+00:00","locale":"zh","topic":"ai","tags":[],"excerpt":"人民财讯9月12日电，近日，工业和信息化部印发《“人工智能+软件”专项行动实施方案》。《行动方案》提出，到2030年，人工智能与软件和信息技术服务业融合发展实现新跃升，关键软件全面实现智能化升级，智能编程、智能体软件及智能服务等新业态成为产业新增长极，建成若干具有国际影响力的开源社区和产业集群，推动我国软件和信息技术服务业抢占全球价值链制高点。\n今年以来，随着AI深度渗透软件开发全流程，AI（人工智能）正在重构软件行业生产流程与竞争规则…","full_text":"人民财讯9月12日电，近日，工业和信息化部印发《“人工智能+软件”专项行动实施方案》。《行动方案》提出，到2030年，人工智能与软件和信息技术服务业融合发展实现新跃升，关键软件全面实现智能化升级，智能编程、智能体软件及智能服务等新业态成为产业新增长极，建成若干具有国际影响力的开源社区和产业集群，推动我国软件和信息技术服务业抢占全球价值链制高点。\n今年以来，随着AI深度渗透软件开发全流程，AI（人工智能）正在重构软件行业生产流程与竞争规则，软件行业正经历一场深刻变革。东吴证券认为，AI时代软件公司的价值判断将从“用户是否频繁打开应用”，转向“该系统是否处在企业任务执行链条中的关键位置”。具备核心数据、流程权限、治理审计和系统连接能力的平台型软件，有望从传统应用软件向企业AI基础设施重估。\n据证券时报·数据宝统计，截至9月11日，今年以来合计有32只软件股获得5次以上机构调研。其中南网数字、海天瑞声、中科信息、达梦数据、国能日新均获10次以上机构调研。\n从未来增长潜力来看，数据宝统计，根据5家以上机构一致预测，上述32只软件股中，今明两年净利润增速均有望超20%的有9只。以9月11日收盘价与年内高点相比，合合信息、福昕软件、石基信息回撤幅度超50%。","reading_time_min":1,"extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 531 characters.","diagnostics_url":"/api/diagnose?url=https%3A//www.stcn.com/article/detail/4182862.html","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 531 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":531,"summary_length":221,"usable_text_length":531,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":531,"summary_length":221}}},"quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 531 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":531,"summary_length":221,"usable_text_length":531,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":531,"summary_length":221}},"actions":{"read":"/item/80778","export_markdown":"/api/items/80778/export?format=markdown","export_json":"/api/items/80778/export?format=json","diagnose":"/api/diagnose?url=https%3A//www.stcn.com/article/detail/4182862.html"}},"digest":{"id":80778,"title":"AI时代软件公司将迎来价值体系重估 高增长潜力股浮出水面 - stcn.com","url":"https://www.stcn.com/article/detail/4182862.html","source":"stcn.com","topic":"ai","published_at":"2026-09-11T23:46:00+00:00","excerpt":"人民财讯9月12日电，近日，工业和信息化部印发《“人工智能+软件”专项行动实施方案》。《行动方案》提出，到2030年，人工智能与软件和信息技术服务业融合发展实现新跃升，关键软件全面实现智能化升级，智能编程、智能体软件及智能服务等新业态成为产业新增长极，建成若干具有国际影响力的开源社区和产业集群，推动我国软件和信息技术服务业抢占全球价值链制高点。 今年以来，随着AI深度渗透软件开发全流程，AI（人工智能）正在重构软件行业生产流程与竞争规则…","quality_bucket":"high","quality_reason":"High confidence: full text extraction produced 531 characters.","reading_time_min":1,"cluster_id":null},"card":{"display_title":"AI时代软件公司将迎来价值体系重估 高增长潜力股浮出水面 - stcn.com","subtitle":"stcn.com · 2026-09-11","summary":"人民财讯9月12日电，近日，工业和信息化部印发《“人工智能+软件”专项行动实施方案》。《行动方案》提出，到2030年，人工智能与软件和信息技术服务业融合发展实现新跃升，关键软件全面实现智能化升级，智能编程、智能体软件及智能服务等新业态成为产业新增长极，建成若干具有国际影响力的开源社区和产业集群，推动我国软件和信息技术服务业抢占全球价值链制高点。…","badges":["quality:high"],"links":{"read":"/item/80778","original":"https://www.stcn.com/article/detail/4182862.html","diagnose":"/api/diagnose?url=https%3A//www.stcn.com/article/detail/4182862.html"},"quality_warning":null},"export":{"title":"AI时代软件公司将迎来价值体系重估 高增长潜力股浮出水面 - stcn.com","url":"https://www.stcn.com/article/detail/4182862.html","summary":"人民财讯9月12日电，近日，工业和信息化部印发《“人工智能+软件”专项行动实施方案》。《行动方案》提出，到2030年，人工智能与软件和信息技术服务业融合发展实现新跃升，关键软件全面实现智能化升级，智能编程、智能体软件及智能服务等新业态成为产业新增长极，建成若干具有国际影响力的开源社区和产业集群，推动我国软件和信息技术服务业抢占全球价值链制高点。\n今年以来，随着AI深度渗透软件开发全流程，AI（人工智能）正在重构软件行业生产流程与竞争规则…","source":"stcn.com","date":"2026-09-11T23:46:00+00:00","content":"人民财讯9月12日电，近日，工业和信息化部印发《“人工智能+软件”专项行动实施方案》。《行动方案》提出，到2030年，人工智能与软件和信息技术服务业融合发展实现新跃升，关键软件全面实现智能化升级，智能编程、智能体软件及智能服务等新业态成为产业新增长极，建成若干具有国际影响力的开源社区和产业集群，推动我国软件和信息技术服务业抢占全球价值链制高点。\n今年以来，随着AI深度渗透软件开发全流程，AI（人工智能）正在重构软件行业生产流程与竞争规则，软件行业正经历一场深刻变革。东吴证券认为，AI时代软件公司的价值判断将从“用户是否频繁打开应用”，转向“该系统是否处在企业任务执行链条中的关键位置”。具备核心数据、流程权限、治理审计和系统连接能力的平台型软件，有望从传统应用软件向企业AI基础设施重估。\n据证券时报·数据宝统计，截至9月11日，今年以来合计有32只软件股获得5次以上机构调研。其中南网数字、海天瑞声、中科信息、达梦数据、国能日新均获10次以上机构调研。\n从未来增长潜力来看，数据宝统计，根据5家以上机构一致预测，上述32只软件股中，今明两年净利润增速均有望超20%的有9只。以9月11日收盘价与年内高点相比，合合信息、福昕软件、石基信息回撤幅度超50%。","confidence":0.9,"diagnostics_url":"/api/diagnose?url=https%3A//www.stcn.com/article/detail/4182862.html","quality_bucket":"high","failure_kind":"none","retryable":false,"quality_reason":"High confidence: full text extraction produced 531 characters.","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 531 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":531,"summary_length":221,"usable_text_length":531,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":531,"summary_length":221}},"tags":[],"format_contract_version":"news_item_formats.v1"}}}