中软国际有限公司是一家提供全球化科技软件与信息技术服务的投资控股公司。该公司通过两大分部运 营：技术专业服务分部和互联网资讯科技服务分部。该公司的主营业务是生成式人工智能（AIGC）研 发，大模型软硬件销售和泛企业资源计划（ERP）模式的数字化转型服务咨询。该公司的主要产品包 括"问系列"解决方案、大模型应用一体机、灵析人工智能应用平台等。该公司主要向水利、交通、政务 平台、军工、能源、教育、金融等领域提供其服务。该公司在国内市场及海外市场开展业务。 证券之星消息，2月26日南向资金增持1150.8万股中国软件国际（00354.HK）。近5个交易日中，获南向 资金增持的有4天，累计净增持1388.4万股。近20个交易日中，获南向资金增持的有13天，累计净增持 5392.8万股。截至目前，南向资金持有中国软件国际（00354.HK）9.1亿股，占公司已发行普通股的 33.31%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

格隆汇2月26日丨中国软件国际(00354.HK)公布，董事会将于2026年3月26日星期四下午四时正假座中国 北京市海淀区科学院南路2号融科资讯中心C座12层北翼举行会议，以商讨下列事项：1.考虑及通过公司 截至2025年12月31日止年度之年报及经审核财务报表，并通过将于联交所网站公布经审核之全年业绩； 2.考虑派付末期股息(如有)；3.考虑暂停办理股份过户登记手续(倘有需要)；及4.商议任何其它业务。 ...

（於開曼群島註冊成立之有限公司） （股份代號：354） 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」）對本公告的內 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 告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 * 於本公佈刊發日期，董事會包括三名執行董事，即陳宇紅博士（主席兼首席執行 官），何 寧 博 士（副 主 席）及 唐 振 明 博 士，兩 名 非 執 行 董 事，即 張 亞 勤 博 士 及 高良玉先生，以及三名獨立非執行董事，即賴觀榮博士、巫麗蘭教授及楊德斌先生 太平紳士 。 * 僅供識別 董事會會議通告 中 軟 國 際 有 限 公 司（「本 公 司」）董 事 會（「董 事 會」）謹 此 公 佈，董事會將於 二零二六年三月二十六日星期四下午四時正假座中國北京市海淀區科學院南路 2號融科資訊中心C座12層北翼舉行會議，以商討下列事項： 承董事會命 中軟國際有限公司 主席兼首席執行官 陳宇紅博士 香港，二零二六年二月二十六日 1. 考慮及通過本公司截至二零二五 ...

Group 1 - The core viewpoint of the article highlights that southbound funds have increased their holdings in China Software International (00354.HK) by 916,000 shares on February 10, with a total net increase of 33.596 million shares over the last five trading days [1] - Over the past 20 trading days, southbound funds have increased their holdings on 14 days, resulting in a cumulative net increase of 61.662 million shares [1] - As of now, southbound funds hold 899.7 million shares of China Software International, accounting for 32.82% of the company's total issued ordinary shares [1] Group 2 - China Software International Limited is an investment holding company that provides global technology software and information technology services [1] - The company operates through two main segments: technology professional services and internet information technology services [1] - The primary business of the company includes the development of generative artificial intelligence (AIGC), sales of large model software and hardware, and digital transformation consulting services for enterprise resource planning (ERP) models [1] - Key products include the "Question Series" solutions, large model application integrated machines, and the Lingxi AI application platform [1] - The company provides services primarily to sectors such as water conservancy, transportation, government platforms, military, energy, education, and finance, operating in both domestic and overseas markets [1]

Core Viewpoint - Southbound funds reduced their holdings in China Software International (00354.HK) by 3.412 million shares on February 9, while experiencing a net increase of 36.868 million shares over the past five trading days [1] Group 1: Southbound Fund Activity - Over the last 20 trading days, Southbound funds have increased their holdings in China Software International on 14 occasions, resulting in a total net increase of 65.024 million shares [1] - Currently, Southbound funds hold 896 million shares of China Software International, accounting for 32.78% of the company's total issued ordinary shares [1] Group 2: Company Overview - China Software International is an investment holding company that provides global technology software and information technology services [1] - The company operates through two main segments: Technical Professional Services and Internet Information Technology Services [1] - The primary business focus includes the development of generative artificial intelligence (AIGC), sales of large model software and hardware, and digital transformation consulting services for enterprise resource planning (ERP) [1] - Key products include the "Question Series" solutions, large model application integrated machines, and Lingxi AI application platform [1] - Services are provided to various sectors including water conservancy, transportation, government platforms, military, energy, education, and finance, with operations in both domestic and international markets [1]

Core Viewpoint - Southbound funds have significantly increased their holdings in China Software International, indicating strong investor interest and confidence in the company's future prospects [1] Group 1: Investment Activity - On February 6, southbound funds increased their holdings by 28.48 million shares of China Software International (00354.HK) [1] - Over the past five trading days, there have been four days of net increases in holdings, totaling 39.41 million shares [1] - In the last 20 trading days, there were 15 days of net increases, amounting to 70.15 million shares [1] - Currently, southbound funds hold 899 million shares of China Software International, representing 32.9% of the company's total issued ordinary shares [1] Group 2: Company Overview - China Software International Limited is a global technology software and IT services investment holding company [1] - The company operates through two main divisions: Technology Professional Services and Internet Information Technology Services [1] - The primary business focus includes the development of generative artificial intelligence (AIGC), large model software and hardware sales, and digital transformation consulting services for enterprise resource planning (ERP) [1] - Key products include the "Question Series" solutions, large model application integrated machines, and Lingxi AI application platforms [1] - The company provides services to various sectors, including water conservancy, transportation, government platforms, military, energy, education, and finance, operating in both domestic and international markets [1]

Core Insights - The article discusses the significance of outsourcing in the IT industry, particularly focusing on the "Big Six" software outsourcing companies in China, which are often referred to as the "Six Giants of Outsourcing" [1] Company Summaries - **ChinaSoft International**: Recognized as a leader in the domestic software outsourcing industry, with approximately 80,000 employees and an annual revenue of 17 billion. The company has a strong partnership with Huawei, which enhances its presence in telecommunications and digitalization sectors. ChinaSoft is also transitioning towards AIGC and HarmonyOS ecosystems [3][4] - **Softline**: Known for its rapid expansion, Softline has around 90,000 employees and has gained significant market share in IT services. The company covers a wide range of services from consulting to IT service lifecycle, including sectors like finance, energy, and smart manufacturing [5][6] - **Fangquan Software**: A newer player in the outsourcing market, Fangquan focuses on flexible delivery and lightweight services. It operates in various core cities and is adept at meeting the needs of small to medium-sized clients, particularly in e-commerce and industrial internet [6][7] - **Zhongke Software**: Established in 1996 and recognized for its strong technical background from the Chinese Academy of Sciences, Zhongke Software specializes in IT solutions for the insurance industry. The company is also expanding into AIGC applications in various sectors [7][8] - **Neusoft Group**: Founded in 1991, Neusoft is one of the earliest publicly listed software companies in China. It has a strong focus on healthcare, smart cities, and automotive electronics, maintaining a competitive edge in these areas despite facing transformation challenges [9][10] - **Wensihaihui**: This company has a unique history involving mergers and is now part of China Electronics Corporation. It excels in financial and digital intelligence sectors, particularly in banking IT projects [12][13]

Group 1 - AI concept stocks have declined, with application software stocks leading the drop. Notable declines include Inspur Digital Enterprise (00596) down 6.33% to HKD 4.44, Kingsoft (03888) down 6.03% to HKD 27.42, and China Software International (00354) down 4.48% to HKD 4.69 [1] - The U.S. stock market experienced a downturn on Tuesday, with technology stocks selling off, significantly dragging down the S&P 500 and Nasdaq Composite indices. Investors are becoming increasingly cautious about the return prospects of investments related to artificial intelligence [1] - A new legal workflow plugin released by AI star company Anthropic can handle tasks such as contract review, compliance checks, and document generation for corporate legal departments. This release has raised concerns about the potential replacement of related software companies [1]

Group 1 - The core viewpoint of the article highlights a decline in AI concept stocks, particularly in application software, with notable drops in companies like Inspur Digital Enterprise, Kingsoft, and China Software International [1] - Inspur Digital Enterprise (00596) fell by 6.33% to HKD 4.44, Kingsoft (03888) decreased by 6.03% to HKD 27.42, and China Software International (00354) dropped by 4.48% to HKD 4.69 [1] - The decline in the US stock market, particularly in technology stocks, has negatively impacted the S&P 500 and Nasdaq Composite indices, leading to increased caution among investors regarding the returns on investments related to artificial intelligence [1] Group 2 - The release of a legal workflow plugin by AI company Anthropic, capable of handling tasks such as contract review, compliance checks, and document generation, has raised concerns about the potential replacement of related software companies [1]

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: 2026年2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 ...