智通财经APP获悉，中信里昂发布研报称，中国软件国际(00354)上周参加中信里昂投资者论坛，并分享 了更为乐观的前景。其中，集团管理层预计其AI业务今年将同比增109%，并将有助于毛利率的改善。 报告指，中国软件国际认为，政府目标是建设基于鸿蒙系统的智慧城市，目前已与西安政府签署合约， 并有其他项目正在推进中。该行暂维持中国软件国际"跑赢大市"评级及目标价7.5港元。 ...

中信里昂发布研报称，中国软件国际(00354)上周参加中信里昂投资者论坛，并分享了更为乐观的前 景。其中，集团管理层预计其AI业务今年将同比增109%，并将有助于毛利率的改善。报告指，中国软 件国际认为，政府目标是建设基于鸿蒙系统的智慧城市，目前已与西安政府签署合约，并有其他项目正 在推进中。该行暂维持中国软件国际"跑赢大市"评级及目标价7.5港元。 ...

股份方面，该行强烈建议H股多于A股;行业首选为北森控股(09669)，目标价10.3港元，评级"增持"，预 期收入将加速增长;其次为金蝶国际(00268)、中国软件国际(00354)及金山软件(03888)，目标价分别为 14.2港元、6.6港元(原本5.4港元)及38港元，均予"与大市同步"评级。 资金方面，该行认为板块在低利率环境下将跟随整体市场流动性，且有更高弹性(Beta)，因主动型基金 的相关配置比重极低。主题投资如AI应用、科技本土化和稳定币等，可能对股价产生显著影响，但目 前该行尚未发现到可以真正扭转行业基本面的主题。 摩根士丹利发布研报称，就内地软件行业基本面而言，该行仍保持谨慎态度，因预期内地GDP增长将放 缓，且通缩压力依然存在，企业对IT投资的信心仍较低，相信要待通缩结束后1至2年才会恢复。在需求 出现实质转折前，任何供应端推动的新技术趋势，都只能够促使现有的预算在市场中重新分配。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | | | 致：香港交易及結算所有限公司 公司名稱: 中軟國際有限公司 呈交日期: 2025年9月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00354 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 4,000,000,000 | HKD | | 0.05 | HKD | | 200,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 4,000,000,000 | HKD | | 0.05 | HKD | | 200,000,000 | 本月底法定/註冊股本總額： HKD 200,000,000 ...

Group 1 - The company has successfully won the bid for the centralized procurement project of human resource outsourcing services from Sinochem Information Technology Co., Ltd. for the years 2025-2027, which includes consulting, ERP, and implementation operation services [2] - The project aims to promote digital consulting, cloud planning, and IT innovation applications in the chemical industry, as well as optimize ERP systems [2] - This win is a recognition of the company's capabilities in ERP consulting implementation and digital transformation, reinforcing its market advantage in the energy sector and among central state-owned enterprises [2] Group 2 - The company plans to continue focusing on the petrochemical industry, emphasizing digital transformation, domestic substitution, and innovation in large model applications to support high-quality development in the industry [2]

Core Viewpoint - China Software International (00354.HK) has successfully entered the centralized procurement project for human outsourcing services by Sinochem Information Technology Co., Ltd. for the years 2025-2027, which includes key service categories such as consulting, ERP, and implementation operations [1] Group 1: Project Details - The project aims to promote digital consulting, cloud planning, and innovative IT applications in the chemical industry, ensuring efficient application and continuous optimization of ERP systems within enterprises [1] - The successful entry into this project is a strong recognition of the company's capabilities in ERP consulting implementation and digital transformation services [1] Group 2: Strategic Implications - This milestone marks a significant step for the company in empowering the digital transformation in the energy sector, further consolidating its penetration advantage among central state-owned enterprises [1] - The company plans to continue focusing on the petrochemical industry, aligning with industry development trends and customer needs, while emphasizing the combination of technology leadership and industrial upgrading [1] Group 3: Future Directions - The company will persist in driving digital transformation, domestic substitution, and innovation in large model applications, contributing to the cultivation of innovative-driven new productive forces for central state-owned enterprises [1] - The goal is to enhance the high-quality development of the industry by providing more wisdom and strength [1]

Core Viewpoint - China Software International (00354) has successfully entered the centralized procurement project for human outsourcing services by Sinochem Information Technology Co., Ltd. for the years 2025-2027, which includes key service categories such as consulting, ERP, and implementation operations [1] Group 1 - The project aims to promote digital consulting, cloud planning, and innovative IT applications in the chemical industry, ensuring efficient application and continuous optimization of ERP systems within enterprises [1] - The inclusion in this project signifies a high recognition of the company's ERP consulting implementation and digital transformation service capabilities, marking a solid step in empowering the digital development of the energy sector [1] - This achievement further consolidates the company's penetration advantage among central state-owned enterprises, laying a strong foundation for strategic layout advancement [1] Group 2 - The company will continue to focus on the petrochemical industry, aligning closely with industry development trends and customer needs [1] - The company aims to combine technology leadership with industrial upgrading, continuously pushing forward in areas such as digital transformation, domestic substitution, and innovative applications of large models [1] - The goal is to help central state-owned enterprises cultivate more innovation-driven new productive forces, contributing to the high-quality development of the industry [1]

Core Viewpoint - China Software International (00354) has successfully entered the centralized procurement project for human outsourcing services by Sinochem Information Technology Co., Ltd. for the years 2025-2027, which includes key packages in consulting services, ERP, and implementation operations [1] Group 1: Project Details - The project aims to promote digital consulting, cloud planning, and innovative IT applications in the chemical industry, ensuring efficient application and continuous optimization of ERP systems within enterprises [1] - The inclusion in this project signifies a high recognition of the company's ERP consulting implementation and digital transformation service capabilities [1] Group 2: Strategic Implications - This milestone marks a solid step for the company in empowering the digital transformation in the energy sector, further consolidating its penetration advantage among central state-owned enterprises [1] - The company plans to continue focusing on the petrochemical industry, aligning with industry development trends and customer needs, while integrating technology leadership with industrial upgrading [1] Group 3: Future Directions - The company will persist in driving efforts in digital transformation, domestic substitution, and innovative applications of large models, contributing to the cultivation of innovative-driven new productive forces for central state-owned enterprises [1] - The goal is to contribute more wisdom and strength to promote high-quality development in the industry [1]

香港交易及結算所有限公司及香港聯合交易所有限公司（「聯交所」）對本公佈的內 容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示概不就因本公 佈全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 CHINASOFT INTERNATIONAL LIMITED 中軟國際有限公司 * （於開曼群島註冊成立之有限公司） （股份代號：354） 自願性公告 中軟國際入圍中化信息2025-2027年 咨詢、ERP、實施運維服務集中採購項目 中軟國際有限公司 主席兼首席執行官 陳宇紅博士 中軟國際有限公司（以下簡稱「中軟國際」或「公司」）發佈本公告作為自願公佈，讓 公眾人士知悉本公司最新資料。 本公司欣然宣佈，近日，公司成功入圍中化信息技術有限公司（以下簡稱「中化信 息」）2025-2027年人力外包服務集中採購項目，涵蓋咨詢服務類、ERP類、實施運 維類三個關鍵標包。該項目旨在推動化工領域數字化咨詢、雲規劃、信息技術創 新應用項目建設，助力ERP系統在企業內的高效應用和持續優化，為項目實施和 系統運行提供堅實保障。 此次入圍，不僅是對中軟國際ERP咨詢實施及數字化轉型服務能力的高度認可， 更標誌 ...

績 報告 日 期 ni 5 Chinasoft International Limited 中軟國際有限公司* 於開曼群島註冊成立之有限公司 股份代碼: 0354 * 僅供識別 内 容 1 頁碼 | 概要 | 2 | | --- | --- | | 主席報告 . | 3 | | 近期業務發展 | 10 | | 管理層討論與分析 . | 47 | | 中期業績 | | | --綜合全面收益表(未經審核). | 61 | | ー綜合財務狀況表(未經審核). . | 62 | | －綜合權益變動表(未經審核). . | 64 | | ー綜合現金流量表(未經審核). . | 65 | | －未經審核綜合財務報表附註 | 66 | | 其他資料 ... | 76 | 中軟國際有限公司 3二五年中期業績報告 概 要 2 | 截至二零二五年上半年業績 | 截至六月三十日止六個月 | | | | --- | --- | --- | --- | | | 二零二五年 | 二零二四年 | | | 損益表概要 | （未經審核） | （未經審核） | 變化 | | | 人民幣千元 | 人民幣千元 | % | | 收入 | 8,506, ...