（文章来源：证券日报） 证券日报网讯 1月30日，艾融软件发布公告称，公司董事会、各专门委员会及高级管理人员任期将于 2026年2月2日届满，为确保工作连续性，换届将适当延期，现任人员继续履职直至完成选举。 ...

Core Insights - The core viewpoint of the articles emphasizes the growth and strategic focus of the company, Airong Software, in the financial technology sector, highlighting its commitment to innovation, customer-centricity, and the use of AI to overcome industry challenges [1][6]. Group 1: Company Growth and Positioning - Airong Software has evolved from a small startup to a significant player in the financial IT market, achieving a revenue increase from millions to billions [1]. - The company has maintained a pure and focused business model without foreign investment, which has shaped its corporate culture and development philosophy [2]. - Airong Software has consistently focused on software development in the financial technology field for 16 years, avoiding diversification temptations [2]. Group 2: Innovation and Technology - The company has made significant advancements in cutting-edge technologies, achieving notable milestones in areas like cash management software and wireless communication [2]. - Airong Software's commitment to innovation is driven by a deep understanding of customer needs and a focus on dynamic responses to market changes [2][3]. Group 3: Customer Engagement and Market Reach - The company has established a strong client base, covering all 20 systemically important banks in China and engaging with 31 trillion-level commercial banks [3]. - Airong Software emphasizes customized solutions and deep integration into client business scenarios to meet high standards set by major banks [3]. Group 4: Ecosystem and Collaboration - The company promotes a "coexistence" development model, focusing on creating value for clients rather than monopolizing technology [4]. - Airong Software practices an open and collaborative approach, sharing intellectual property and technical resources with core clients to tackle industry challenges [4]. Group 5: Financial Performance - The company's net profit for the first three quarters of 2025 increased by 21.39% to 0.52 billion, indicating strong financial health [5]. - The client base continues to grow, with significant additions from major banks, providing a solid foundation for future business expansion [5]. Group 6: Industry Challenges and Solutions - The company acknowledges the shortage of high-quality software talent as a significant challenge in the industry, requiring innovative solutions to address this gap [6]. - Airong Software aims to initiate a "capacity revolution" through technological innovation, particularly by leveraging AI to enhance software delivery capabilities [6][7]. Group 7: Future Strategies - The company plans to develop "software coding robots" using AI and virtual reality to fundamentally address capacity issues in software development [7]. - The goal is to increase software delivery capabilities by over 100 times, with a focus on achieving breakthroughs in the next three years [7].

Group 1 - The software development sector experienced a decline of 1.4% on December 9, with AiRong Software leading the drop [1] - The Shanghai Composite Index closed at 3909.52, down 0.37%, while the Shenzhen Component Index closed at 13277.36, down 0.39% [1] - Detailed stock performance within the software development sector is provided in a table [1] Group 2 - The main capital flow in the software development sector showed a net outflow of 3.831 billion yuan, while retail investors contributed a net inflow of 3.363 billion yuan [2] - The table includes specific capital flow data for individual stocks within the software development sector [2]

Core Viewpoint - A shareholder holding more than 5% of the shares, Meng Qingyou, plans to reduce his holdings by up to 4,195,600 shares, which represents 2% of the total share capital, due to personal funding needs [1] Summary by Category - **Shareholder Action** - Meng Qingyou intends to reduce his stake through centralized bidding or block trading within three months after the announcement date [1] - The reduction will not exceed 4,195,600 shares, accounting for 2% of the total share capital [1] - **Reason for Reduction** - The shares to be sold are sourced from those acquired before the listing, including those from rights distribution and capital increase [1] - The primary reason for this reduction is personal funding needs [1]

Core Insights - The article highlights the rapid growth and strategic focus of the company, Airong Software, in the financial technology sector, emphasizing its commitment to optimizing core financial functions through technology [1][2]. Company Positioning - A strong emphasis is placed on the company's identity as a pure private enterprise, maintaining a non-foreign investment structure, which is seen as a foundation for its corporate culture and development philosophy [1][2]. - The company has consistently focused on software development in the financial technology field for 16 years, resisting diversifications that could dilute its core business [2]. Innovation and Technology - The company has achieved significant milestones in cutting-edge technologies such as HarmonyOS and wireless communication, with notable achievements including dual certification for its cash management software from Huawei [2]. - Innovation is driven by a deep understanding of customer needs, allowing the company to adapt dynamically to market changes [2][3]. Client Engagement - The company has established a comprehensive service network, covering 20 systemically important banks and engaging with 31 trillion-level commercial banks, reflecting its strong market trust [3]. - Customization and deep integration into client business scenarios are key strategies for meeting the high standards of systemically important banks [3]. Ecosystem Development - The company promotes a "coexistence" philosophy, focusing on creating value for clients rather than monopolizing technology, which fosters a collaborative industry environment [4]. - By sharing intellectual property and technical resources with core clients, the company aims to tackle industry challenges collectively [4]. Financial Performance - The company reported a 21.39% year-on-year increase in net profit to 0.52 billion yuan for the first three quarters of 2025, alongside a growing client base [4][5]. - New clients added in 2023 and 2024 include major banks and financial institutions, indicating a robust growth trajectory [5]. Industry Challenges and Solutions - The company acknowledges a significant shortage of high-quality software talent in the financial technology sector, estimating a need for 200,000 skilled professionals to meet industry demands [5]. - To address this talent gap, the company is pursuing a "capacity revolution" through technological innovation, including the development of software coding robots powered by AI [5].

Group 1: Dividend Announcements - Aierong Software announced a cash dividend of 0.0497863 per share (tax included), with the record date on December 3, 2025, and the ex-dividend date on December 4, 2025 [1] - Weida Optoelectronics declared a cash dividend of 0.0999934 per share (tax included), with the record date on December 5, 2025, and the ex-dividend date on December 8, 2025 [1] - Tianfulong reported a cash dividend of 0.50 yuan per share (tax included), with the record date on December 3, 2025, and the ex-dividend date on December 4, 2025 [1] Group 2: Additional Dividend Announcements - Huaxin Building Materials announced a cash dividend of 0.34 yuan per share (tax included), with the record date on December 3, 2025, and the ex-dividend date on December 4, 2025 [2] - Shengtun Mining declared a cash dividend of 0.05 yuan per share (tax included), with the record date on December 3, 2025, and the ex-dividend date on December 4, 2025 [2] - Yanjinpuzi reported a cash dividend of 0.3999984 yuan per share (tax included), with the record date on December 4, 2025, and the ex-dividend date on December 5, 2025 [2] Group 3: Dividend Indices - The Dividend Low Volatility Index (H30269.CSI) includes 50 securities with good liquidity, continuous dividends, moderate payout ratios, positive growth in dividends per share, and low volatility, with a one-year dividend yield of 4.10% as of November 27 [3] - The Dividend Quality Index (931468.CSI) consists of 50 securities with continuous cash dividends, high payout ratios, and strong profitability, with a one-year dividend yield of 3.45% as of November 27 [3] - The Dividend Low Volatility ETF (159547) tracks the Dividend Low Volatility Index with the lowest comprehensive fee rate [3]

Core Insights - The company achieved a robust improvement in profitability despite market challenges, with a net profit of 52.11 million yuan for the year-to-date, representing a 21.39% increase compared to the same period last year [1] - Basic earnings per share reached 0.25 yuan, up 19.05% year-on-year, providing stable returns to shareholders [1] - Significant improvement in cash flow, with net cash flow from operating activities increasing by 78.63% year-on-year [1] Financial Performance - The company reported a net profit of 52.11 million yuan for the year-to-date, a 21.39% increase from the previous year [1] - Basic earnings per share rose to 0.25 yuan, reflecting a 19.05% year-on-year growth [1] - Cash flow from operating activities showed a positive inflow of 94.92 million yuan in the third quarter, a 6.58% increase year-on-year [1] Government Support and Cost Management - The company benefited from government subsidies, including "special funds for high-quality enterprise development," contributing to increased other income [1] - Financial expenses were effectively controlled, decreasing by 79.12% compared to the previous year [1] Asset and Equity Growth - Total assets grew to 1.21 billion yuan, a 5.42% increase from the end of the previous year [1] - Net assets attributable to shareholders reached 414 million yuan, up 2.56% [1] Operational Efficiency - The company maintained its investment in technology research and development while optimizing operational efficiency and cost control [1] - Demonstrated strong operational resilience and development potential in a complex economic environment [1]

Core Insights - The company showcased its competitive advantages and growth potential in the financial technology service sector during the 2025 Shanghai-listed companies collective reception day and mid-year performance briefing [1][2] Client Expansion - The company recently acquired large banking clients such as Minsheng Bank and Hangzhou Bank, which have over one trillion in assets, indicating a significant positive impact on future business [1] - Winning the framework contracts with these banks allows the company to undertake all internal development projects, laying a solid foundation for future business growth [1] Cash Flow Status - The company reported positive operating cash flow for the past three years, with figures of 35.95 million, 79.99 million, and 92.07 million yuan, respectively [1] - The net cash outflow of 105 million yuan in the first half of the year was primarily due to seasonal fluctuations in business receivables [1] - The company's main clients are financial institutions with good credit quality, minimizing the risk of bad debts [1] Innovation and Technology - The company's capabilities in the Xinchuang (信创) sector, particularly with Ascend and Kunpeng technologies, are crucial for its development [2] - The latest version of the company's cash management software, V5.0, received technical certification from Ascend in June 2025, demonstrating its recognized technical strength in the Xinchuang field [2] Financial Stability - The company's current debt-to-asset ratio stands at 63.13%, primarily due to interest-bearing liabilities, but it maintains sufficient working capital and controllable financing costs [2] - This financial stability supports the company's business expansion and technology research and development [2] Market Competitiveness - The exchange highlighted the company's professional strength and market competitiveness in the financial technology service sector, with promising prospects for future development as it expands its large banking client base and makes breakthroughs in the Xinchuang field [2]

Market Overview - The Shanghai Composite Index closed at 3877.55 points, above the six-month moving average, with an increase of 0.41% [1] - The total trading volume of A-shares reached 1561.918 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 64 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Ying Shisheng (300377) with a deviation rate of 3.74% and a daily increase of 5.83% [1] - United Optoelectronics (300691) with a deviation rate of 3.18% and a daily increase of 4.88% [1] - *ST Nanzhi (002305) with a deviation rate of 3.16% and a daily increase of 4.46% [1] Detailed Stock Performance - The following stocks have notable performance metrics: - Ying Shisheng (300377): Latest price 25.05 yuan, half-year line 24.15 yuan, turnover rate 7.63% [1] - United Optoelectronics (300691): Latest price 19.54 yuan, half-year line 18.94 yuan, turnover rate 7.03% [1] - *ST Nanzhi (002305): Latest price 2.34 yuan, half-year line 2.27 yuan, turnover rate 6.70% [1] - Other stocks with smaller deviation rates include: - ST Jinglan (000056) with a deviation rate of 2.97% and a daily increase of 5.98% [1] - Quanxin Co. (603766) with a deviation rate of 2.38% and a daily increase of 5.83% [1]

Core Insights - As of August 27, the total margin financing and securities lending balance on the Beijing Stock Exchange reached 7.473 billion yuan, an increase of 93.49 million yuan from the previous trading day, marking three consecutive days of increase [1] - The top three stocks by margin financing balance are Jinbo Biological, Shuguang Digital Innovation, and Airun Software, with balances of 332 million yuan, 229 million yuan, and 179 million yuan respectively [1] - A total of 152 stocks had net margin purchases on August 27, with 14 stocks having net purchases exceeding 5 million yuan, led by Shuguang Digital Innovation with a net purchase of 16.27 million yuan [1][2] Margin Financing Overview - The margin financing balance increased by 93.37 million yuan to 7.472 billion yuan, while the securities lending balance rose by 125,400 yuan to 59,390 yuan [1] - The average margin financing balance as a percentage of market capitalization for the stocks with the highest balances is 1.33%, with Minshida, Wanyuantong, and Dezhong Automobile leading at 4.57%, 4.02%, and 3.79% respectively [1][2] Industry Performance - The industries with the highest concentration of stocks with net margin purchases over 5 million yuan include power equipment, automotive, and computer sectors, with 4, 3, and 3 stocks respectively [2] - On average, stocks with net margin purchases over 5 million yuan saw a decline of 2.69%, with the top gainers being Wantong Hydraulic, Shuguang Digital Innovation, and Suzhou Axle, which increased by 4.42%, 0.87%, and 0.36% respectively [2] Stock Activity - The weighted average turnover rate for stocks with net margin purchases over 5 million yuan was 4.27%, with the highest turnover rates recorded for Nengzhiguang, Hengtou Kaiyuan, and Wantong Hydraulic at 35.12%, 12.94%, and 12.65% respectively [2] - The average daily turnover rate for stocks on the Beijing Stock Exchange was 5.45% on August 27 [2] Notable Stocks - Stocks with the largest increases in margin financing on August 27 include Shuguang Digital Innovation (increase of 16.27 million yuan), Juxing Technology (increase of 8.28 million yuan), and Hengtou Kaiyuan (increase of 7.93 million yuan) [3][4] - Stocks with significant net margin sales included Dingzhi Technology, Wuxin Tunnel Equipment, and Kaitex, with net sales of 11.33 million yuan, 8.29 million yuan, and 5.35 million yuan respectively [1]