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11月4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 200,000,00 ...

Group 1 - The company has successfully signed a three-year operation project for the Wuhan Cybersecurity Base Intelligent Computing Center, advancing its intelligent computing business nationwide [1] - The project will leverage the geographical advantages of the Wuhan National Cybersecurity Talent and Innovation Base to build an intelligent computing platform that integrates computing power services, ecological aggregation, and technological innovation [1] - As the exclusive domestic operating service provider for the Cybersecurity Intelligent Computing Center, the company will manage resources such as computing power, storage, and networks, supporting the construction of a domestic AI large model training and deployment center [1] Group 2 - The company aims to provide comprehensive intelligent computing services, including "computing power + algorithms + data + scenarios," to support the development of the AI industry cluster in Wuhan [1] - The company will integrate computing resources and industry solutions to offer full lifecycle services covering model development, training, and inference deployment for governments, enterprises, and research institutions [1] - The company plans to utilize the talent and research advantages of the Cybersecurity Intelligent Computing Center to promote deep integration of computing resources, technology platforms, and talent pools, fostering a virtuous development ecosystem in Wuhan [1] Group 3 - In the context of rapid AI technology development, the company is committed to building a product, solution, and service capability that deeply integrates software and hardware, efficiently connecting various components from intelligent IoT terminals to agent applications [2] - The company will continue to focus on intelligent computing operations, following a path of "technology-driven, industry-enabled," optimizing its service system and strengthening ecological collaboration [2] - The company aims to provide high continuity and high availability of computing power to promote the large-scale implementation of AI technology in the industry and deepen digital transformation [2]

Core Insights - China Software International has signed a three-year operation project for the Wuhan Cybersecurity Base Intelligent Computing Center, enhancing its intelligent computing business nationwide [1] - The project aims to create an intelligent computing platform that integrates computing power services, ecological aggregation, and technological innovation, leveraging the advantages of the Wuhan National Cybersecurity Talent and Innovation Base [1] Group 1 - The company will operate the intelligent computing center as the exclusive domestic agent, managing resources such as computing power, storage, and network [1] - The center will support the construction of a domestic AI large model training and deployment center, providing comprehensive intelligent computing services including "computing power + algorithms + data + scenarios" for the AI industry cluster in Wuhan [1] - The company plans to integrate computing resources and industry solutions to offer lifecycle services covering model development, training, and inference deployment for government, enterprises, and research institutions [1] Group 2 - The company is committed to a "full-stack, full-scenario AI strategy," focusing on deep collaboration between software and hardware to meet diverse scene demands [2] - The company aims to deepen its intelligent computing operations along the path of "technology-driven, industry-enabled," optimizing service systems and strengthening ecological collaboration [2] - The goal is to provide high continuity and high availability of computing power, facilitating the large-scale implementation of AI technology in industries and promoting digital transformation [2]

Core Insights - China Software International has signed a three-year operation project for the Wuhan Cybersecurity Base Intelligent Computing Center, enhancing its intelligent computing business nationwide [1] - The project aims to create an intelligent computing platform that integrates computing power services, ecological aggregation, and technological innovation [1] Group 1: Project Overview - The company will serve as the exclusive domestic operating service provider for the Intelligent Computing Center, managing resources such as computing power, storage, and network [1] - The center will focus on building a domestic AI large model training and deployment center, providing comprehensive intelligent computing services including "computing power + algorithms + data + scenarios" for the AI industry cluster in Wuhan [1] Group 2: Strategic Direction - The company is guided by a "full-stack, full-scenario AI strategy," aiming to develop deep collaboration between software and hardware, covering diverse scene requirements [2] - The company plans to deepen its intelligent computing operations, optimizing service systems and strengthening ecological collaboration to provide high continuity and availability of computing power [2]

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） 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。 1 服務。此外，公司將充分利用網安智算中心的人才與科研優勢，促進算力資源、 技術平台與人才智庫的深度整合，通過打造「算力驅動、人才支撐、產業協同」的 良性發展生態，助力武漢成為華中地區人工智能產業的高地。 在AI技術蓬勃發展的當下，中軟國際以「全棧全場景AI戰略」為指引，致力於構建 軟硬深度協同的產品、解决方案與服務能力，高效打通從智能物聯終端、算力底 座、模型與數據直至Agent應用的全棧鏈路，全面覆蓋多樣化場景需求。面向未來， 公司將堅定深耕智算運營，沿「技術驅動、產業賦能」的路徑，通過持續優化服務 體系、强化生態協同，為客户提供高連續、高可用的算力保障，推動AI技術在產 業中規模化落地，持續深化數智變革。 代表董事會 中軟國際有限公司 主席兼首席執行官 陳宇紅博士 香 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous recommendation of domestic investment opportunities due to increasing external technology controls and the ongoing promotion of domestic innovation policies, indicating a clear trend towards self-sufficiency in key technologies [6][13] - The performance of leading domestic computing companies is showing significant revenue growth, validating the trend of domestic industrial development [7][14] Summary by Sections Weekly Perspective - The report highlights the sustained recommendation of domestic investment opportunities, noting a decline in the CSI 300 index by 2.22% and a 5.61% drop in the computer index during the week of October 13-17, 2025 [5][12] Company Dynamics - Haiguang Information reported a revenue of 40.26 billion yuan for Q3 2025, marking a year-on-year growth of 69.60% and a net profit of 759.99 million yuan, up 13.04% [16] - Cambricon Technologies achieved a revenue of 1.727 billion yuan in Q3 2025, with a staggering year-on-year increase of 1332.52%, and a net profit of 567 million yuan, indicating a strong turnaround [14] Investment Recommendations - Key domestic software companies recommended include Kingsoft Office, Dameng Data, and others, while leading domestic computing companies such as Haiguang Information and Sugon are also highlighted for their growth potential [8][15]

Group 1 - The chairman of the board, Chen Yuhong, increased his stake in China Soft International (00354) by purchasing 1 million shares at a price of 5.8125 HKD per share, totaling 5.8125 million HKD [1] - After the purchase, the total number of shares held by Chen Yuhong is approximately 320 million, representing a holding percentage of 11.71% [1]

Group 1 - The chairman of the board, Chen Yuhong, increased his stake in China Soft International (00354) by purchasing 1 million shares at a price of HKD 5.8125 per share, totaling HKD 5.8125 million [1] - After the purchase, the total number of shares held by Chen Yuhong is approximately 320 million, representing a holding percentage of 11.71% [1]

Group 1 - The chairman of the board, Chen Yuhong, increased his stake in China Software International (00354) by purchasing 1 million shares at a price of 5.8125 HKD per share, totaling 5.8125 million HKD [1] - Following the purchase, the total number of shares held by Chen Yuhong is approximately 320 million, representing a holding percentage of 11.71% [1]

Group 1 - The chairman of the board, Chen Yuhong, increased his stake in China Software International (00354) by purchasing 1 million shares at a price of HKD 5.8125 per share, totaling HKD 5.8125 million [1] - Following the purchase, the total number of shares held by Chen Yuhong is approximately 320 million, representing a new ownership percentage of 11.71% [1]