截至2025年5月30日收盘，用友网络（600588）报收于13.05元，较上周的12.92元上涨1.01%。本周，用友网络5月29日盘中最高价报13.48元。5月 26日盘中最低价报12.72元。用友网络当前最新总市值445.92亿元，在软件开发板块市值排名8/133，在两市A股市值排名294/5146。 本周关注点 公司公告汇总：用友网络控股子公司畅捷通境内未上市股份全流通获得中国证监会备案 公司公告汇总 用友网络科技股份有限公司控股子公司畅捷通信息技术股份有限公司收到中国证监会出具的《关于畅捷通信息技术股份有限公司境内未上市股 份"全流通"备案通知书》。畅捷通10名股东拟将所持合计53,401,211股境内未上市股份转为境外上市股份，并在香港联合交易所上市流通。其中包 括用友网络直接持有的28,135,271股，以及其全资子公司用友优普信息技术有限公司和控股子公司北京用友幸福投资管理有限公司分别持有的全部 13,972,978股和1,006,176股。畅捷通应在12个月内完成股份转换，否则需向中国证监会提交更新备案材料。上述股份转换及上市事项还需在中国证 券登记结算有限责任公司办理股份转登记手续，并履行 ...

2、畅捷通自《备案通知书》出具之日起 12 个月内未完成股份转换，拟继续推 进的，应当向中国证监会提交更新备案材料。 上述股份转换及上市事项尚需在中国证券登记结算有限责任公司办理完毕股份 转登记手续，并履行香港联合交易所有限公司及其他相关境内外监管部门规定的相关 程序。敬请广大投资者注意投资风险。 股票简称：用友网络 股票代码：600588 编号：临 2025-047 用友网络科技股份有限公司 关于控股子公司境内未上市股份申请全流通 完成中国证券监督管理委员会备案的公告 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。 近日，用友网络科技股份有限公司 (以下简称"公司"或"本公司")控股子公 司畅捷通信息技术股份有限公司（以下简称"畅捷通"）收到中国证券监督管理委员 会（以下简称"中国证监会"）出具的《关于畅捷通信息技术股份有限公司境内未上 市股份"全流通"备案通知书》（国合函【2025】894 号）（以下简称"《备案通知 书》"），现将《备案通知书》主要内容公告如下： 1、畅捷通 10 名股东拟将所持合计 53,401, ...

Core Viewpoint - The cloud gaming industry continues to lead the market, with significant gains in the information security and big data sectors, as evidenced by the performance of related ETFs [1] Group 1: ETF Performance - Several ETFs related to big data have shown a half-day increase of over 1%, with specific ETFs like the Information Security ETF (159613) and the Big Data Industry ETF (516700) rising by 1.59% and 1.51% respectively [2][3] - The Information Security ETFs (159613 and 562920) have small scales, with half-day trading volumes below 10 million yuan, tracking the CSI Information Security Theme Index [3] Group 2: Index Composition - The CSI Information Security Theme Index includes listed companies involved in information security technology, products, and services, reflecting the overall performance of securities in the information security sector [4] - Major stocks in the CSI Information Security Theme Index include Inspur Information (5.78%), Unisoc (5.39%), and Hikvision (5.02%) [5] Group 3: Big Data Sector - The Big Data Industry ETF (516700), Big Data ETF (515400), and Data ETF (516000) also experienced gains exceeding 1%, with the Big Data ETF (515400) having a large scale of 2.3 billion shares and a half-day trading volume of 96.73 million yuan [6] - The CSI Big Data Industry Index selects companies involved in big data storage, analysis, operations, and applications, reflecting the overall performance of securities in the big data sector [6][7] - Key stocks in the CSI Big Data Industry Index include iFlytek (9.23%), Inspur Information (8.72%), and Unisoc (6.22%) [7]

Market Space and Transformation Demand - The demand for digital transformation in enterprises has significantly increased post-pandemic, with the core ERP market space exceeding 50 billion yuan and the broader ERP market space exceeding 100 billion yuan [1][10] - Large enterprises continue to release information technology needs in areas such as group finance, marketing, and supply chain, while medium-sized enterprises are upgrading from basic information technology to intelligent management [1][10] - There are nearly 400,000 industrial enterprises above a designated size in China, providing a substantial customer base for ERP software, with significant differences in customer unit prices across different enterprise sizes [1][10] Breakthroughs and Competitive Landscape of Domestic Vendors - The dual-channel drive of digital transformation and the "Xinchuang" policy has created significant opportunities for domestic vendors, particularly in state-owned enterprises [2][10] - Leading vendors such as Kingdee, Yonyou, and Inspur have established dominant market positions through cloud transformation and product line enhancements, with Kingdee's cloud business revenue accounting for 76% of total revenue, and Yonyou's cloud business revenue nearing 70% [2][10] - Market share is dominated by Yonyou and Kingdee, which together account for approximately 26%, while foreign vendors like SAP hold an 18% share [2][10] Technological Evolution and Application Scenario Innovation - AI technology is reshaping the application model of enterprise management software, with international vendors like Microsoft and Salesforce implementing low-code platforms combined with AI capabilities [3][10] - Domestic vendors are also leveraging AI, with Kingdee's cloud services implementing chatbots and visual recognition, while Yonyou's intelligent platform automates processes in finance, human resources, and procurement [3][10] - The combination of cloud computing and AI is lowering the barriers to software usage, with Kingdee's public cloud renewal rate reaching 90% [3][10] Xinchuang and Domestic Process - The Xinchuang policy is driving the localization of software from office applications to core business systems, with significant progress in the financial and telecommunications sectors [4][10] - State-owned enterprises have set clear digital transformation goals during the 14th Five-Year Plan, with notable increases in Xinchuang investment proportions [4][10] - Domestic vendors like Kingdee and Yonyou are gradually replacing foreign systems like SAP and Oracle in core systems of large enterprises [4][10] Future Trends - The enterprise management software market is expected to exhibit a threefold trend of "cloudification, localization, and intelligence," with cloud business revenue continuing to rise [5][10] - Driven by Xinchuang, domestic vendors are likely to increase their market share in large enterprises from the current 50% [5][10] - AI technology is anticipated to evolve from being an auxiliary tool to becoming a core productivity driver, ultimately achieving full-scenario coverage as "personal AI assistants" [5][10]

| 阿里巴巴 | 2986.04 | | --- | --- | | 11 小米焦团_W | 1805 85 | | | No. 1.0 | | | | --- | --- | --- | --- | | 5 | | 拼多多 | 1666.38 | | 6 | 美材 | 美团-W | 1069.68 | | 7 | 網易 | 网易 | 766.11 | 金十图示：2025年05月21日（周三）中国科技互联网公司市值排名TOP 50一览 | 8 | | 京东 | 489.39 | | | --- | --- | --- | --- | --- | | 9 | | 东方财富 | 470.85 | | | 10 | | 中芯国际 | 440.55 | | | II | Bal Char | 百度 | 307.12 | | | 12 | P | 理想汽车 | 302.4 | | | 13 | 85 | 快手-W O | 276.74 | | | 14 | | 腾讯音乐 | 263.47 | -1 + | | 15 | | 贝壳 | 223.45 | -1 3 | | 16 | 80 | 同花顺 | 191.78 | ...

Core Viewpoint - The company, Yongyou Network, is focusing on digital intelligence as a key driver for innovation and development in the new era, particularly through its 2024 action plan aimed at enhancing quality and efficiency [2]. Group 1: Company Performance - As of May 20, 2025, Yongyou Network's stock closed at 13.34 yuan, with a slight increase of 0.3%, a turnover rate of 0.59%, a trading volume of 202,800 hands, and a transaction amount of 270 million yuan [1]. Group 2: Strategic Focus - The company is committed to developing "digital intelligence" as part of its strategy to enhance productivity across various industries, aligning with its 2024 action plan [2]. - Yongyou Network has no current plans or investments in the medical beauty sector [3]. - The company has no involvement in the large consumer sector [4]. - There is no strategic layout in the new consumption sector [5]. Group 3: Market Activity - On May 20, 2025, the net inflow of main funds into Yongyou Network was 3.776 million yuan, while speculative funds saw a net outflow of 7.0464 million yuan, and retail investors had a net inflow of 3.2705 million yuan [6][7].

截至2025年5月16日 14:04，中证大数据产业指数(930902)下跌0.33%。成分股方面涨跌互现，天下秀(600556)领涨2.77%，博思软件(300525)上涨1.73%，盛视 科技(002990)上涨1.33%；税友股份(603171)领跌2.37%，新点软件(688232)下跌1.94%，光环新网(300383)下跌1.83%。数据ETF(516000)下跌0.33%，最新报 价0.91元。拉长时间看，截至2025年5月15日，数据ETF今年以来累计上涨1.44%，涨幅排名可比基金1/3。 流动性方面，数据ETF盘中换手2.32%，成交967.66万元。拉长时间看，截至5月15日，数据ETF近1年日均成交1684.95万元。 份额方面，数据ETF最新份额达4.57亿份，创近1月新高。 数据显示，截至2025年4月30日，中证大数据产业指数(930902)前十大权重股分别为科大讯飞(002230)、中科曙光(603019)、紫光股份(000938)、浪潮信息 (000977)、恒生电子(600570)、拓维信息(002261)、润泽科技(300442)、用友网络(600588)、网宿科技(30 ...

股票简称：用友网络 股票代码：600588 编号：临 2025-046 用友网络科技股份有限公司 关于全资子公司为公司提供担保的进展暨 新增全资子公司为控股子公司提供担保的公告 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。 重要内容提示： 一、本次担保情况概述 2025 年 2 月，公司向北京中关村银行股份有限公司（以下简称"中关村银 行"）申请集团综合授信额度 30,000 万元并签订了《综合授信合同》，公司全 资子公司用友数能与中关村银行签订了《最高额保证合同》，用友数能为上述授 信额度项下公司的借款提供连带责任保证，担保的最高债权额不超过人民币 36,000 万元，具体内容详见上海证券交易所网站（www.sse.com.cn）《用友网 络关于全资子公司为公司提供担保的公告》（编号：临 2025-014）。 担保人名称：北京用友数能科技有限公司（以下简称"用友数能"） 系用友网络科技股份有限公司（以下简称"用友网络"或"公司"） 全资子公司 被担保人名称：用友网络科技股份有限公司及北京用友政务软件股份 有限公司，北 ...

Group 1 - The "2025 China Listed Companies Brand Value List" was released, showcasing the brand value of listed companies in China, with a total brand value of 20.46 trillion yuan, an increase of 2.65 trillion yuan or 14.9% year-on-year [4][5] - Tencent and Alibaba ranked first and second in brand value, with values of 26,824 billion yuan and 18,335 billion yuan respectively, followed by China Mobile, Pinduoduo, and Kweichow Moutai in the top five [4] - The event also introduced the "Yangtze River Delta Listed Companies Brand Value List TOP100," highlighting the brand value and market influence of companies in that region [1][2] Group 2 - The event featured discussions on the integration of brand and cutting-edge digital technology, emphasizing the trend of brand IP (intellectual property) development [5] - A total of 30 companies were recognized as classic brand cases, including Agricultural Bank of China, Yili Group, and GAC Group, while 10 executives were awarded as Chief Brand Officers [5] - The "Daily Economic News" announced its AI strategy, aiming to create a new type of intelligent media group and enhance brand communication through innovative products [6][7]

Group 1 - The Shanghai Composite Index decreased by 0.30%, while the CSI All Share Software Index fell by 1.87%, closing at 13830.77 points with a trading volume of 32.184 billion yuan [1] - The CSI All Share Software Index has increased by 11.58% over the past month, decreased by 7.05% over the past three months, and has risen by 5.89% year-to-date [2] - The CSI All Share Software Index is composed of listed companies involved in software development, reflecting the overall performance of these companies [2] Group 2 - The top ten weighted companies in the CSI All Share Software Index include: iFlytek (10.55%), Kingsoft Office (8.34%), Tonghuashun (6.72%), Runhe Software (5.51%), Hengsheng Electronics (4.75%), 360 (4.4%), Tuwei Information (4.03%), Yonyou Network (3.44%), China Software (3.32%), and Deepin Technology (2.89%) [2] - The market share of the CSI All Share Software Index is 58.87% from the Shenzhen Stock Exchange and 41.13% from the Shanghai Stock Exchange [2] Group 3 - The CSI All Share Software Index is entirely composed of the Information Technology sector [3] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3] - Public funds tracking the software index include various ETFs and fund links from Guotai, Zhaoshang, and Huatai [3]