8月25日，三大股指早盘持续拉升，其中数字经济板块持续上行。截止上午10:05，数字经济ETF(560800)涨2.51%。相关成分股中，海光信息涨 13.91%、中科曙光（603019）涨10.00%、寒武纪涨8.85%，汇川技术（300124）、海康威视（002415）、豪威集团（603501）等小幅跟涨。(所列 示个股信息仅为展示指数成分股构成情况，取自市场公开信息，不构成任何的投资建议，也不代表本公司对任何股票做出的判断或倾向) 近期，东吴证券发布研报称，人工智能产业在过去近20年渡过探索期和成长期，目前正处于快速发展阶段。截至目前在全球范围内，ChatGPT月 活用户已突破20亿，成为日常办公、学习的高效工具。国内AI应用同样快速渗透，如"豆包"凭借多模态交互和本土化服务，日活用户超5000 万;"元宝"则聚焦职场场景，文档处理、会议纪要功能使用量环比增长200%。C端AI工具正从"尝鲜"转向"刚需"，预计未来两年渗透率将进一步提 升，推动生活与工作方式的智能化变革。 展望未来，中研普华产业研究院预计，到2030年中国软件行业市场规模将突破3.5万亿元，年复合增长率保持在8%左右。这一增长主要得益于 ...

Core Viewpoint - China Software's stock price has experienced fluctuations, with a recent decline of 2.00% on August 25, 2023, and a total market capitalization of 50.33 billion yuan [1] Financial Performance - For the first quarter of 2025, China Software reported revenue of 640 million yuan, a year-on-year decrease of 8.85%, while the net profit attributable to shareholders was -80.63 million yuan, reflecting a year-on-year increase of 27.20% [2] - The company has cumulatively distributed 415 million yuan in dividends since its A-share listing, with 13.89 million yuan distributed over the past three years [3] Stock Market Activity - As of August 25, 2023, China Software's stock price was 53.90 yuan per share, with a trading volume of 1.23 billion yuan and a turnover rate of 2.65% [1] - The stock has seen a year-to-date increase of 15.44%, with a 5-day increase of 8.56%, a 20-day increase of 14.19%, and a 60-day increase of 22.47% [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on April 8 [1] Shareholder Structure - As of March 31, 2025, the number of shareholders for China Software was 173,400, a decrease of 2.64% from the previous period, with an average of 4,865 circulating shares per person, an increase of 2.72% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 12.02 million shares, and several mutual funds with varying changes in their holdings [3]

中国软件：控股的操作系统厂商麒麟软件，是当前国产操作系统市场的领军企业。 麒麟信安：以操作系统为根技术创新发展信息安全、云计算等产品，为国防、电力、政务等关键行业， 提供安全高效的产品和服务。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 据证券时报报道，"麒麟遨天共承长"2025中国操作系统产业大会将于8月26日在北京举行，据悉，大会 期间将展示中国操作系统在能源、水利、金融、医疗、教育等行业的最新应用案例。新一代中国操作系 统银河麒麟V11也将发布。 证券时报指出，操作系统是信息化安全体系的基石，构建独立自主的操作系统生态是我国科技发展的必 由之路，操作系统的国产替代已纳入顶层设计规划，成为国家信息、网络安全保障的一部分。国产替代 趋势下，国产操作系统市场空间巨大，随着行业信创的推进，信创PC及服务器市场出货量保持高增。 有机构测算2025年中国操作系统市场规模高达450亿元，其中信创操作系统市场有望达到97.5亿元，进 而带动国产操作系统厂商营收快速增长。根据中研普华产业研究院，预计到2030年，中国软件行业市场 规模将突破3.5万亿元，年复合增长率保持在8%左右。在 ...

Group 1 - The core viewpoint of the article highlights the performance and growth of China Software International, which saw a stock price increase of 3.06% to 6.4 HKD per share, with a trading volume of 304 million HKD [1] - The company specializes in global software and IT services, including cloud applications, AIoT, digital twins, ERP consulting, and digital transformation services, serving various industries such as government, finance, energy, manufacturing, telecommunications, internet, transportation, water conservancy, and public utilities [1] - Since its listing in 2003, the company has achieved a compound annual revenue growth rate of 28.7%, currently employing approximately 70,000 staff and operating in 47 countries and regions, ranking 73rd in Gartner's global IT services market share [1] Group 2 - As of the latest financial report, China Software International reported total revenue of 16.951 billion CNY and a net profit of 513 million CNY [2] - The company is set to disclose its mid-year report for the fiscal year 2025 on August 25 [3]

人民财讯8月21日电，8月21日，中国电子与中国进出口银行签署战略合作协议。中国电子党组书记、董 事长李立功，进出口银行党委书记、董事长陈怀宇见证协议签署。李立功表示，期望双方在既有基础上 继续深化务实合作，发挥各自资源优势，用足用好政策性金融工具，聚焦集成电路、先进计算、金融科 技等领域，打造金融业与电子信息产业深度融合发展的战略合作标杆。陈怀宇表示，进出口银行将充分 发挥政策性金融职能作用，精准对接中国电子产业发展、科技创新、重大项目等方面的金融需求，推动 双方务实合作迈上新台阶，实现共赢发展。 ...

电子身份证概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002987 | 京北方 | 9.98 | 17.16 | 92286.36 | 25.56 | | 600536 | 中国软 件 | 2.82 | 9.33 | 22849.76 | 5.44 | | 002117 | 东港股 份 | 6.92 | 17.34 | 18903.22 | 15.43 | | 002212 | 天融信 | 10.01 | 2.55 | 17026.06 | 62.03 | | 300130 | 新国都 | 1.55 | 16.34 | 16383.63 | 6.71 | | 300730 | 科创信 息 | 13.17 | 47.05 | 16331.38 | 8.27 | | 300229 | 拓尔思 | 1.14 | 9.59 | 15720.25 | 7.07 | | 002017 | 东信和 平 | 0.00 ...

Core Viewpoint - The fiscal and tax digitalization concept has seen a rise of 1.40%, ranking 9th among concept sectors, with significant movements in various stocks within the sector [1]. Market Performance - The fiscal and tax digitalization sector had 41 stocks rising, with notable performers including Beixin Source (20% limit up), Tianrongxin (limit up), and others like Kexin Information (13.17%), New Morning Technology (12.59%), and Donggang Co. (6.92%) [1]. - Conversely, stocks such as Sichuan Changhong (-5.00%), Huibo Yuntong (-3.06%), and Guangting Information (-2.76%) experienced the largest declines [1]. Capital Flow - The fiscal and tax digitalization sector attracted a net inflow of 1.22 billion yuan, with 34 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflows [1]. - Beixin Source led the net inflow with 825 million yuan, followed by New Morning Technology (270 million yuan), China Software (228 million yuan), and Donggang Co. (189 million yuan) [1]. Capital Inflow Ratios - Tianrongxin, Beixin Source, and New Morning Technology had the highest net inflow ratios at 62.03%, 27.40%, and 17.14% respectively [2].

| 代码 | 名称 | 现价 | 涨跌 涨跌幅 ▼ | | | --- | --- | --- | --- | --- | | 159899 | 软件龙头ETF | 0.981 | 0.020 | 2.08% | | 515230 | 软件ETF | 0.983 | 0.018 | 1.87% | | 159590 | 软件50ETF | 1.254 | 0.020 1.62% | | 软件概念股早盘走高，中国软件涨超5%，恒生电子、指南针涨超4%，科大讯飞、金山办公、用友网络涨超2%。 受盘面影响，跟踪中证全指软件指数的ETF涨约2%。 中证全指软件指数从中证全指指数中选取业务涉及软件开发领域的上市公司证券作为指数样本，以反映该主题上市公司证券的 整体表现。 （文章来源：每日经济新闻） 有机构表示，在当前全球科技竞争日益激烈的背景下，基础软件的自主可控不仅是国家安全的需求，也是产业可持续发展的必 然选择。未来基础软件企业将面临更高的技术要求和更强的竞争压力，但也意味着更多的市场机遇。随着国产化替代的持续推 进和产业链金融服务的不断深化，基础软件企业将有望实现从"跟跑"到"并跑"再到"领跑"的转变，为我国新型 ...

Group 1: ETF Performance - The software ETF has a turnover rate of 5.37% and a transaction volume of 285 million yuan [3] - Over the past week, the software ETF has seen an average daily transaction volume of 569 million yuan, ranking first among comparable funds [3] - The software ETF's scale increased by 23.98 million yuan in the past week, also ranking first among comparable funds [3] - The software ETF's share increased by 641 million shares in the past month, achieving significant growth and ranking first among comparable funds [3] - The latest net inflow of funds into the software ETF is 105 million yuan, with 13 out of the last 23 trading days showing net inflows totaling 581 million yuan [3] - As of August 20, the software ETF's net value has increased by 19.02% over the past three years [3] - The highest monthly return since the inception of the software ETF is 39.35%, with the longest consecutive monthly increase being three months and a maximum increase of 69.40% [3] - The average return in the months of increase is 9.75% [3] Group 2: AI Market Insights - According to Markets and Markets, the AI Agent market is projected to reach 5.1 billion USD in 2024 and 47.1 billion USD by 2030, with a compound annual growth rate (CAGR) of 44.8% [3] - For the Chinese market, the AI Agent market is expected to reach 147.3 billion yuan in 2024, with a penetration rate of less than 5%, and is projected to exceed 3.3 trillion yuan by 2028 [3] - Dongwu Securities indicates that AI is significantly transforming the computer and software development industry, moving from technology validation to large-scale application [4] - The Chinese software market is expected to exceed 3.5 trillion yuan by 2030, with a CAGR of 8%, driven by the acceleration of the digital economy and the demand for enterprise digital transformation [4] - AI is enhancing software development efficiency by 20%-30% through automated code generation, vulnerability detection, and performance optimization [4] - Natural language processing technology is promoting the widespread use of applications such as intelligent customer service and voice assistants [4] - AI technology is transitioning from a marginal tool to a core decision-making system, driving the industry towards efficiency and inclusivity [4] Group 3: Key Stocks and Investment Opportunities - As of July 31, 2025, the top ten weighted stocks in the CSI Software Service Index include iFLYTEK, Kingsoft Office, Tonghuashun, Hang Seng Electronics, Runhe Software, 360, Tuo Wei Information, Yonyou Network, Guiding Compass, and Softcom Power, collectively accounting for 61.39% of the index [4] - Investors can also consider the software ETF linked fund (012620) to capitalize on AI software investment opportunities [4]

里昂发布研报称，考虑到中国软件国际(00354)现价估值并不便宜，将其评级从"高度确信跑赢大市"下 调至"跑赢大市"，但将目标价从6.5港元上调至7.1港元，预期政府和国企对华为新PC的大规模采购订单 要到今年底至明年才会出现，因此将2025年收入增长预测从10%下调至同比增长7.6%，反映其虚拟机产 品的收入贡献延迟。 该行表示，中软国际长期发展趋势未变，预期华为鸿蒙个人电脑的推出，将推动虚拟机业务成为今年发 展重心，但新增长动力需时体现，预期虚拟机业务需时更久才能贡献收入。受惠于高利润业务增速较 快，里昂预期中软今年毛利率可轻微改善，目前预测上半年收入及净利润分别同比增长10.5%及 10.1%。 ...