证券代码：600536 证券简称：中国软件 公告编号：2025-028 中国软件与技术服务股份有限公司 关于向特定对象发行 A 股股票申请 获得中国证监会同意注册批复的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 公司近日收到中国证券监督管理委员会出具的《关于同意中国软件与技术服 务股份有限公司向特定对象发行股票注册的批复》（证监许可〔2025〕1229 号）， 主要内容如下： "一、同意你公司向特定对象发行股票的注册申请。 二、你公司本次发行应严格按照报送上海证券交易所的申报文件和发行方案 实施。 三、本批复自同意注册之日起 12 个月内有效。 四、自同意注册之日起至本次发行结束前，你公司如发生重大事项，应及时 报告上海证券交易所并按有关规定处理。" 公司董事会将根据上述批复文件和相关法律法规的要求及公司股东会的授 权，在规定期限内办理本次向特定对象发行 A 股股票的相关事宜，并及时履行信 息披露义务。敬请广大投资者注意投资风险。 特此公告。 中国软件与技术服务股份有限公司董事会 2025 年 6 月 17 日 ...

Core Insights - The "2025 Zijin Software Index" was officially released at the 2025 Nanjing Software Conference, highlighting the importance of software in driving new productivity and industrialization in China [1] - Nanjing ranks fourth nationally in the comprehensive index, showcasing its strong software industry and ecosystem [2] Group 1: Software Industry Overview - Software is identified as the core of new information technology, playing a crucial role in economic development and industrial transformation [1] - The index continues to include 26 sample cities, with Beijing, Shenzhen, and Shanghai leading in innovation [1] Group 2: City-Specific Developments - Nanjing, recognized as China's first "Software City," has over 3,600 key software-related enterprises, with a software and IT service industry scale reaching 8,600 billion yuan in 2024, ranking first in Jiangsu province [2] - Nanjing's software business revenue grew by 11.8% year-on-year in Q1 of this year [2] - Other cities like Hangzhou, Guangzhou, Chengdu, and Suzhou show strong development in software, with Hangzhou having a high concentration of software companies and Guangzhou providing robust policy support [2] Group 3: Emerging Trends and Potential - Cities such as Wuxi, Hefei, Ningbo, and Wenzhou have unique strengths in IoT and big data, while cities like Yangzhou, Taizhou, Shaoxing, and Suqian exhibit significant growth potential [2] - Taizhou's software business profit growth rate exceeded 250% in 2024, with its comprehensive index ranking improving by 8 positions compared to the previous year [2]

Group 1 - Company Xi Zhong Technology proposed to repurchase shares worth between 75 million and 150 million yuan using excess funds and self-owned funds [1] - Company Yongxi Electronics expects a revenue growth of 16.6% to 28.88% in the first half of the year, with projected revenue between 1.9 billion and 2.1 billion yuan [2] - Company Jingyi Equipment anticipates a revenue increase of 36.54% to 42.48%, with expected revenue between 690 million and 720 million yuan [2][3] Group 2 - Company Haipuri received approval from the European Medicines Agency (EMA) for a new production line for Enoxaparin Sodium injection, with an annual capacity of 330 million doses [4] - Company Inner Mongolia Xinhua plans to merge its wholly-owned subsidiaries to optimize resource allocation and improve operational efficiency [5] - Company Cloud Chemical intends to sign daily related transaction framework agreements with its controlling shareholder to reduce operational costs [7] Group 3 - Company China Software received approval from the China Securities Regulatory Commission for a specific stock issuance [8] - Company Wankong Intelligent's subsidiary won a bid for a project with the State Grid worth approximately 12.17 million yuan [9] - Company Lianlong obtained a patent for an anti-aging agent, which is expected to enhance its product offerings in polymer materials [11] Group 4 - Company Yunlu plans to increase its shares by 4 million to 12 million yuan through stock purchases by its executives [12] - Company Enhua Pharmaceutical's chairman increased his stake by 237,900 shares [14] - Company Daqin Railway announced the resignation of its general manager due to retirement [15] Group 5 - Company Hefei Urban Construction signed a land use rights transfer contract for an industrial site with an area of 78,561.78 square meters, with a payment of 103 million yuan due by July 13, 2025 [16] - Company Taiji Group received a government subsidy of 20 million yuan, representing 75.04% of its projected net profit for 2024 [17] - Company Guodian Nanrui elected a new chairman, Zheng Zongqiang, while he resigned from his previous roles [19] Group 6 - Company Xinhua Medical received a medical device registration certificate for a thromboelastography testing kit [20] - Company Baotailong's subsidiary obtained a mining license for a graphite mine with a production capacity of 2 million tons per year [21] - Company Zejing Pharmaceutical received approval for clinical trials of its innovative cancer treatment drugs [22] Group 7 - Company Aojing Medical's artificial bone repair material received registration approval in Vietnam [23] - Company Chengjian Development received a cash dividend of 90.2169 million yuan from Guoxin Securities [24] - Company Rili Technology proposed a share repurchase plan worth between 10 million and 20 million yuan [25] Group 8 - Company Deshi General Institute received approval to issue up to 1 billion yuan in technology innovation bonds [44] - Company Tongding Interconnect plans to bid for two procurement projects worth approximately 717 million yuan [46] - Company Bangji Technology plans to acquire multiple agricultural companies [46]

股票简称：中国软件 股票代码：600536 中国软件与技术服务股份有限公司 募集说明书 （注册稿） 保荐人（主承销商） 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 二〇二五年五月 中国软件与技术服务股份有限公司 2024 年度向特定对象发行 A 股股票募集说明书 声 明 本公司全体董事、监事、高级管理人员承诺本募集说明书不存在任何虚假记 载、误导性陈述或重大遗漏，并保证所披露信息的真实、准确、完整。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证 本募集说明书中财务会计报告真实、完整。 证券监督管理机构及其他政府部门对本次发行所作的任何决定，均不表明其 对发行人所发行证券的价值或投资者的收益作出实质性判断或者保证。任何与之 相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发 行人自行负责，由此变化引致的投资风险，由投资者自行负责。 中国软件与技术服务股份有限公司 2024 年度向特定对象发行 A 股股票募集说明书 重大事项提示 本公司特别提醒投资者注意下列重大事项或风险因素，并认真阅读本募集说 明书相关章节。本部分所述词语或简称 ...

宣布融资30亿。 作者 I 吴琼 报道 I 投资界PEdaily 天津诞生一笔罕见的超级融资。 投资界获悉，近日中国软件发布公告称，公司控股子公司麒麟软件有限公司（简称麒麟软 件）拟增资扩股募集资金不超过30亿元，身后1 0家投资方浮出水面——中国软件、工融 顺禧、中湾海河、天津济湾、中湾合盈、中网投、中移资本、中石化资本、中电工融、建 信投资。 阵容豪华，颇为惊人。 2 0 2 0年初，中国软件旗下两大国产操作系统龙头企业中标软件和天津麒麟整合，麒麟软 件应运而生， 迄今 已服务国内用户超7万家——无论是嫦娥探月、天问探火、神舟系列 等重大工程，还是在电力、交通等基础设施领域，业务遍及关乎国计民生的各行各业。 公告透露，麒麟软件估值超8 0亿元，成为天津今年首个独角兽企业。 国资云集 它一举融资30亿 资料显示，麒麟软件是专业从事国产操作系统研发和产业化的高新技术企业，旗下拥有银 河麒麟、中标麒麟、星光麒麟三大国产操作系统品牌，已服务国内用户超过7万家。 这一次融资始于半年前。 彼时中国软件公告称，公司控股子公司麒麟软件拟增资扩股募集资金不超过3 0亿元，其 中公司以非公开协议方式参与本次增资，认购金额不超 ...

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies Core Insights - The report highlights the ongoing monetization of AI applications, with software vendors beginning to charge for AI software while balancing commercialization and user expansion [2][6] - The monthly active users (MAU) of single ToC AI applications have surpassed 10 million, with a paying ratio ranging from 3% to 13% [6][13] - AI pricing strategies vary, with ToC AI tools priced between US$20 and US$200 per user annually, while ToB applications range from US$80 to US$1,000 per user per year [7][28] - The emergence of multiple AI models in China has reduced training and inferencing costs, making AI more accessible to users [2][17] Summary by Sections Monetization Progress - AI software vendors are starting to charge for their products, with the revenue contribution from AI software still low, ranging from single digits to high teens [6][19] - The number of enterprise clients for single AI software is targeted to exceed 1,000 units this year [16] Pricing Strategy - ToC AI tools are generally priced between US$20 and US$200 per user annually, while ToB applications charge between US$3,000 and US$20,000 per enterprise per year [7][28] - Vendors often provide trial periods of 7 to 30 days to attract users [7] User Cases - The report categorizes AI applications into four segments: AI creation, AI productivity, AI industry tools, and AI enterprise services [10][34] - Key user cases include AI search, video creativity, productivity tools for consumers, and enterprise applications in finance, HR, and procurement [2][10] Competitive Landscape - Companies like Kingsoft Office, Meitu, Wondershare, and iFlytek are identified as early beneficiaries of AI monetization [3][6] - The competition is intensifying as platform vendors offer general AI assistants with multiple features, challenging specialized AI application vendors [19] Future Outlook - The report suggests that software vendors view AI as a key growth driver in the coming years, with expectations for further reductions in API token fees and increased user adoption [6][19] - The focus for ToB vendors is on generating higher ROI through AI tools that can perform complex tasks independently [18]

Core Viewpoint - The competition in China's software industry is shifting from price-performance to functionality, reliability, and platform compatibility, driven by the increasing demand for data in the AI era [1] Group 1: Industry Trends - Domestic enterprises are prioritizing the use of domestic servers and databases due to concerns over self-control and information security, marking a new trend in the market [1] - The data protection software market in China is experiencing a significant shift towards domestic products, with a high market share of foreign products previously [1][2] - The disaster recovery market in China is projected to grow from 5.69 billion yuan in 2023 to 9.27 billion yuan by 2028, indicating a robust growth trajectory [2] Group 2: Company Developments - Yingfang Software has launched a new backup system, i2Backup V9, designed for complex IT environments, which integrates unified management, intelligent scheduling, full platform compatibility, high scalability, and security [1] - i2Backup V9 has been successfully deployed at the Industrial and Commercial Bank of China, replacing a foreign backup system and ensuring stable protection of petabyte-level core financial data [2] - The product is fully compatible with mainstream domestic hardware platforms such as Feiteng, Kunpeng, and Longxin, as well as major domestic databases and operating systems [2] Group 3: Market Insights - The average compound annual growth rate of China's disaster recovery industry from 2015 to 2020 was 21.86%, with the market size expected to reach 51.84 billion yuan by 2025 [2] - The recognition of data as a critical asset has increased among enterprises, with data now seen as integral to business logic and decision-making processes [3] - Current legal regulations have established clear guidelines for data protection, emphasizing the importance of safeguarding specific types of data [3]

内容概况：全球DevOps软件工具行业正处于技术融合与市场扩张的关键阶段。2024年，全球DevOps软 件工具行业市场规模为243.73亿美元，同比增长16.01%。随着企业对敏捷开发和快速交付的需求不断增 加，DevOps工具成为实现这些目标的关键手段。通过持续集成（CI）、持续部署（CD）和自动化测试 等功能，DevOps工具能够显著缩短软件开发周期，提升软件质量和交付速度，从而满足企业快速响应 市场变化的需求。同时，云平台的灵活性和可扩展性使得企业能够更高效地部署和管理DevOps工具， 降低了运维成本，提高了资源利用率。此外，微服务架构和容器化技术的广泛应用也增加了企业对 DevOps工具的需求。容器化技术（如Docker和Kubernetes）使得软件的开发、测试和部署更加高效和灵 活，而DevOps工具则为这些技术提供了管理和自动化支持，进一步提升了企业的开发效率和运维能 力。 相关企业：极狐信息技术（湖北）有限公司、优维科技（深圳）有限公司、北京凌云雀科技有限公司、 斯伦贝谢技术（北京）有限公司、联想集团有限公司、浪潮电子信息产业股份有限公司、百度在线网络 技术（北京）有限公司、美的集团股份有 ...

事项： 事件：5 月21 日，中国香港特区立法会三读通过《稳定币条例草案》，以在香港设立法定货币稳定币发 行人的发牌制度，完善对虚拟资产活动在香港的监管框架，以保持金融稳定；5 月30 日，中国香港特区 政府在宪报上刊登《稳定币条例》，正式成立法例。 国信计算机观点：1）中国香港《稳定币条例》正式成为法例，稳定币市场规模快速增长，2028 年市场 规模有望达到2 万亿美金；2）中软国际深耕数字化金融领域，面向运营机构、接入机构提供基于自主 研发微服务技术平台Toplink 的数字人民币系统假设及全生态链解决方案，有望受益于稳定币规模增 长；3）投资建议：预计2025-2027 年归母净利润为6.93/9.14/10.45 亿元，对应当前PE 为19/14/12 倍，维 持"优于大市"评级。4）风险提示：基石业务复苏不及预期、稳定币发行规模不及预期、宏观经济波动 等。 评论： 机构：国信证券 研究员：熊莉/艾宪 中软国际深度参与中国香港基建，全面布局海外市场。中软国际深度参与香港启德体育园建设项目，承 建智慧场馆核心业务系统和集成服务，交付了3 个智慧场馆运营管理软件和1 个体育场馆场地预定生产 软件，且包含了 ...

中国软件（600536.SH）公司事件点评 引进重要产业投资者，麒麟软件龙头地位进一步强化 2025 年 06 月 08 日 | 推荐 | 维持评级 | | --- | --- | | 当前价格： | 44.97 元 | ➢ 事件概述：2025 年 6 月 4 日，公司发布《中国软件与技术服务股份有限公 司关联交易进展公告》，麒麟软件增资扩股募集资金不超过 30 亿元，其中公司 拟以非公开协议方式参与认购，经进场交易遴选的合格投资人认购不超过 10 亿 元。 ➢ 有望引进中移资本等重要投资者，产业协同效应可期。1）2024 年 12 月， 中国软件控股子公司麒麟软件拟增资扩股募集资金不超过 30 亿元。以 2023 年 12 月 31 日为基准日，麒麟软件股东全部权益评估值为 83.55 亿元。2）麒麟软 件收到《上海联合产权交易所有限公司增资结果通知》后，于 2025 年 6 月 3 日 与北京工融顺禧股权投资基金（有限合伙）等多家投资机构共同签署《麒麟软件 有限公司增资协议》。其中，具有多名产业背景的投资机构，包括中移资本、中 石化资本等。根据公司公告，股权变更后，麒麟软件股权结构中，中国软件持股 比例预 ...