香港联交所最新资料显示，9月23日，执行董事陈宇红增持中国软件国际(00354)150万股，每股均价 6.0412港元，总金额为906.18万港元。增持后最新持股数目约为3.19亿股，最新持股比例为11.68%。 ...

智通财经APP获悉，香港联交所最新资料显示，9月23日，执行董事陈宇红增持中国软件国际(00354)150 万股，每股均价6.0412港元，总金额为906.18万港元。增持后最新持股数目约为3.19亿股，最新持股比 例为11.68%。 ...

Investment Rating - The report maintains a "Buy" rating for the company [4] Core Views - The company is a leading player in the domestic IT services sector and a deep partner of Huawei, with over 40% of its revenue coming from Huawei [4][6] - The cloud intelligence business is experiencing significant growth, and the initial completion of the HarmonyOS ecosystem is expected to benefit the company as its collaboration with Huawei Cloud deepens [4][5] - The report has adjusted the profit forecast for 2025 and introduced forecasts for 2026-2027, estimating net profits of 564 million, 628 million, and 708 million yuan for 2025-2027, respectively [4][7] Summary by Sections Company Overview - Established in 2000, the company has been a strategic partner of Huawei since 2009 and has evolved into a leading comprehensive software and IT service provider in China [15][16] Financial Performance - The company reported a revenue of 17.17 billion yuan in 2024, with a slight decline of 0.3% year-on-year, while net profit was 513 million yuan, down 28.1% [7][20] - The gross margin has been under pressure, dropping from 29.20% in 2020 to 22.07% in 2024, but there are efforts to improve margins through high-value projects and AI product deployment [22][27] Business Segments - The core ICT services business has seen a decline in revenue from 133.87 billion yuan in 2022 to 96.36 billion yuan in 2024, while the cloud intelligence business has grown from 2 billion yuan in 2019 to 73.15 billion yuan in 2024 [27][28] - The company aims to transition from a traditional outsourcing model to an AI technology service provider, leveraging its partnership with Huawei [31][54] Strategic Partnerships - The company is a key partner in Huawei's cloud strategy, benefiting from the growth of the HarmonyOS ecosystem and the increasing demand for AI-driven solutions [6][60] - The collaboration with Huawei has allowed the company to expand its customer base and enhance its service offerings, particularly in sectors like energy, finance, and government [41][42] Market Outlook - The IT services market in China is projected to grow steadily, with a total market size expected to reach 525.6 billion USD in 2024, driven by digital transformation across various sectors [32][36] - The cloud computing market in China is anticipated to exceed 2 trillion yuan by 2027, with significant contributions from AI and big data applications [61][69]

Core Viewpoint - China Soft International (中软国际) has shown positive stock performance following significant share purchases by its major shareholder, indicating potential recovery in its core IT outsourcing business after a prolonged decline [1] Group 1: Shareholder Activity - Major shareholder Dr. Chen Yuhong has increased his stake in China Soft International by purchasing an additional 1.5 million shares for approximately 9.06 million HKD, bringing his total holdings to 319 million shares, which represents about 11.68% of the company's issued shares [1] Group 2: Business Recovery - Nomura has indicated that the worst period for China Soft International may be over, as the company's core IT outsourcing business has shown signs of recovery with a year-on-year growth of 7% expected in the first half of 2025, following nearly three years of decline [1] - The recovery is attributed to Huawei's business restructuring, which is anticipated to increase demand for China Soft International's IT services due to Huawei's active AI plans and expansion in cloud, software, and automotive applications [1]

Group 1 - The core point of the article is that China Soft International (中软国际) has seen a significant increase in its stock price, attributed to recent share purchases by its major shareholder, Dr. Chen Yuhong, and positive outlook from Nomura regarding the company's recovery in its core IT outsourcing business [1] Group 2 - China Soft International's stock rose over 4% and was trading at HKD 6.27 with a transaction volume of HKD 194 million [1] - Dr. Chen Yuhong purchased an additional 1.5 million shares on September 23, following a previous acquisition of 2 million shares on July 18, bringing his total holdings to 319 million shares, which is approximately 11.68% of the company's issued shares [1] - Nomura indicated that the worst period for China Soft International may be over, as the company's core IT outsourcing business showed signs of recovery with a year-on-year growth of 7% expected in the first half of 2025, largely due to Huawei's business restructuring [1] - The positive developments in Huawei's AI initiatives and its expansion in cloud, software, and automotive applications are anticipated to increase demand for China Soft International's IT services [1]

Core Viewpoint - China Software International (00354.HK) announced that its major shareholder, Chairman and Executive Director Chen Yuhong, has increased his shareholding in the company, reflecting confidence in the company's value and future growth potential [1] Shareholding Increase - On September 23, 2025, Chen Yuhong acquired a total of 1.5 million shares at an average price of approximately HKD 6.0412 per share, amounting to a total investment of about HKD 9.0618 million [1] - Following this acquisition, Chen Yuhong holds a total of 318,988,861 shares, representing approximately 11.68% of the total issued shares of the company as of the announcement date [1] - The total number of shares acquired by Chen Yuhong corresponds to about 0.05% of the total issued shares of the company as of the announcement date [1]

公司董事会认为股权增加反映陈博士对公司价值的认可和对公司未来整体业务发展及增长潜力的信心。 中国软件国际(00354)发布公告，于2025年9月23日，公司获接其主要股东、主席兼执行董事陈宇红博士 通知，紧接陈博士于2025年7月18日收购200万股公司普通股后，陈博士已于2025年9月23日再次收购合 共150万股份,有关平均价格约为每股股份6.0412港元，有关总金额约为906.18万港元。根据股权增加所 收购之股份总数相当于公司于本公布日期已发行股份总数约0.05%。于紧随股权增加后，陈博士持有 3.19亿股股份，相当于公司于本公布日期之已发行股份总数约11.68%。 ...

公司董事会认为股权增加反映陈博士对公司价值的认可和对公司未来整体业务发展及增长潜力的信心。 智通财经APP讯，中国软件国际(00354)发布公告，于2025年9月23日，公司获接其主要股东、主席兼执 行董事陈宇红博士通知，紧接陈博士于2025年7月18日收购200万股公司普通股后，陈博士已于2025年9 月23日再次收购合共150万股份, 有关平均价格约为每股股份6.0412港元，有关总金额约为906.18万港 元。根据股权增加所收购之股份总数相当于公司于本公布日期已发行股份总数约0.05%。于紧随股权增 加后，陈博士持有3.19亿股股份，相当于公司于本公布日期之已发行股份总数约11.68%。 ...

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。 本公司董事會認為股權增加反映陳博士對本公司價值的認可和對本公司未來整體業務 發展及增長潛力的信心。 自願性公佈 主要股東股權增加 本公佈乃由中軟國際有限公司（「本公司」）作為自願性公佈發出，以讓公眾人士瞭 解本公司之最新資料。 於二零二五年九月二十三日，本公司獲接其主要股東、主席兼執行董事陳宇紅博士（「陳 博士」）通知，緊接陳博士於二零二五年七月十八日收購 2,000,000 股本公司普通股 （「股份」）後，陳博士已於二零二五年九月二十三日再次收購合共 1,500,000 股份, 有關平均價格約為每股股份 6.0412 港元，有關總金額約為 906.18 萬港元（「股權增 加」）。根據股權增加所收購之股份總數相當於本公司於本公佈日期已發行股份總數 約 0.05%。於緊隨股權增加後，陳博士持有 318,988,861 股股份，相當於本公司於本公 佈日期之已發行股份總數約 11.68%。 本公司 ...

来源：环球网 中软国际和华为一起迎来了企业节的"四年之约"，并同步参与"中国国际大数据产业博览会"，一起跟紧 国家数字产业最新趋势，助力数字经济发展。 ...