股票简称：用友网络 股票代码：600588 编号：临 2025-069 用友网络科技股份有限公司 第九届董事会第二十三次会议决议公告 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。 用友网络科技股份有限公司（下称"公司"或"用友网络"）于 2025 年 8 月 26 日以通讯形式召开了第九届董事会第二十三次会议，现有董事 8 名，实到 董事 8 名，公司董事会秘书、部分高级管理人员列席了会议。本次会议的召开符 合《中华人民共和国公司法》和《用友网络科技股份有限公司章程》的规定。会 议审议通过了以下议案： 一、《公司 2025 年半年度报告及摘要》 该报告及摘要详见上海证券交易所网站（www.sse.com.cn）。已经公司董事 会审计委员会审议通过，并同意提交董事会审议。 该议案同意票数为 8 票，反对票数为 0 票，弃权票数为 0 票。 二、《公司关于 2025 年半年度募集资金存放与实际使用情况专项报告》 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 2025 年半年度募集资金存放与实 ...

Mergers and Acquisitions - Zhongqi Co., Ltd. plans to acquire 100% equity of Zhongqi Research Automotive Inspection Center (Hulunbuir) Co., Ltd. for cash consideration of 111 million yuan [1] - Biyimi intends to spend 295 million yuan to acquire 100% equity of Shanghai Xingan Semiconductor Co., Ltd. using self-owned or self-raised funds [2] - Xintian Green Energy aims to acquire 49% equity of Chongli Wind Power and Zhangbei Wind Power through public bidding, with starting prices set at 67.65 million yuan and 56.59 million yuan respectively [3] Earnings Disclosure - China Gold reported a net profit of 319 million yuan for the first half of 2025, a decrease of 46.35% year-on-year, with total revenue of 31.098 billion yuan, down 11.54% [4] - Northern Rare Earth announced a net profit of 931 million yuan for the first half of 2025, an increase of 1951.52% year-on-year, with total revenue of 18.866 billion yuan, up 45.24% [5] - Yonyou Network reported a net loss of 945 million yuan for the first half of 2025, with total revenue of 3.581 billion yuan, down 5.9% year-on-year [6] Shareholding Changes - Shenma Power's major shareholder Chen Xiaoqin plans to reduce holdings by up to 3%, equivalent to a maximum of 12.95 million shares, from September 17, 2025, to December 16, 2025 [7] - Weiming Environmental Protection's major shareholder and associated parties plan to reduce holdings by up to 1.55% within three months after a 15 trading day period [8] - Lande Co., Ltd.'s controlling shareholder's associated parties plan to reduce holdings by up to 2.37%, totaling a maximum of 5.688 million shares within the next three months [9] Risk Matters - Zhejiang Wenyi's independent director Liu Jing has been placed under detention by relevant supervisory authorities, with the matter unrelated to the company [10]

Mergers and Acquisitions - Zhongqi Co., Ltd. plans to acquire 100% equity of Zhongqi Research Automotive Inspection Center (Hulunbuir) Co., Ltd. for a cash consideration of 111 million yuan [1] - Biyi Micro intends to invest 295 million yuan to acquire 100% equity of Shanghai Xingan Semiconductor Co., Ltd. [2] - Xintian Green Energy aims to acquire 49% equity of Chongli Wind Power and Zhangbei Wind Power through public bidding, with starting prices of 67.65 million yuan and 56.59 million yuan respectively [3] Earnings Disclosure - China Gold reported a net profit of 319 million yuan for the first half of 2025, a decrease of 46.35% year-on-year, with revenue of 31.098 billion yuan, down 11.54% [4] - Northern Rare Earth announced a net profit of 931 million yuan for the first half of 2025, an increase of 1951.52% year-on-year, with revenue of 18.866 billion yuan, up 45.24% [5] - Yonyou Network reported a net loss of 945 million yuan for the first half of 2025, with revenue of 3.581 billion yuan, down 5.9% year-on-year [6] Shareholding Changes - Shenma Power's major shareholder Chen Xiaoqin plans to reduce holdings by up to 3%, equivalent to 12.95 million shares, from September 17, 2025, to December 16, 2025 [7] - Weiming Environmental Protection's major shareholder and concerted actors plan to reduce holdings by up to 1.55% within three months from the announcement date [8] - Liande Co., Ltd.'s controlling shareholder's concerted actors plan to reduce holdings by up to 2.37%, totaling 5.688 million shares, within the next three months [9] Other News - Zhejiang Wen Film Industry announced that independent director Liu Jing has been detained by relevant supervisory authorities, but the matter is unrelated to the company [11]

Investment Rating - The report maintains a positive outlook on the computer industry, expecting overall returns to exceed the CSI 300 index by more than 5% in the next six months [27]. Core Insights - The computer industry index rose by 7.93% during the week of August 18-24, 2025, ranking 4th among 31 primary industries, with a year-to-date increase of 28.86%, outperforming the CSI 300 index by 17.60 percentage points [3][22]. - The release of DeepSeek-V3.1 is expected to drive the domestic AI industry, enhancing the capabilities of programming and search agents significantly [4][8]. - DeepSeek-V3.1 features a hybrid reasoning architecture, improved efficiency, and enhanced agent capabilities, marking a significant advancement in AI technology [12][14]. Summary by Sections 1. DeepSeek-V3.1 Release - DeepSeek-V3.1 was officially released on August 21, 2025, featuring a hybrid reasoning architecture that supports both thinking and non-thinking modes with an expanded context of 128K [12]. - The new version shows improved reasoning efficiency, with a score of 88.4 in AIME 2025, compared to 87.5 for the previous model [13]. - Enhanced agent capabilities were achieved through post-training optimization, significantly improving performance in programming and multi-step tasks [14][16]. 2. Market Review - The computer industry index increased by 7.93% in the week of August 18-24, 2025, with a year-to-date increase of 28.86%, outperforming the CSI 300 index by 17.60 percentage points [22]. - The top five companies in terms of weekly gains included Yuyin Co. (+46.2%), Chengmai Technology (+34.92%), and Kexin Information (+33.94%) [24][25]. 3. Investment Recommendations - The report recommends focusing on companies that will benefit from the release of DeepSeek-V3.1, including Haiguang Information, Zhiwei Intelligent, and Lenovo Group [8]. - Application-side recommendations include Kingsoft Office, Yonyou Network, and Saiyi Information, among others [8].

Core Insights - The company reported a revenue of 3.581 billion yuan for the first half of 2025, representing a year-on-year decrease of 5.9% [1] - The net loss for the company was 949.5 million yuan, which is an increase of 19% compared to the previous year [1] - The decline in revenue was primarily attributed to a significant drop in the first quarter, although the second quarter showed a positive growth with revenue of 2.203 billion yuan, marking a year-on-year increase of 7.1% [1]

格隆汇8月26日丨用友网络(600588.SH)披露半年报，公司上半年实现营业收入35.81亿元，同比下降 5.90%；归属于上市公司股东的净利润亏损9.45亿元，上年同期亏损7.94亿元；基本每股收益-0.28元。 ...

格隆汇8月26日｜用友网络(600588.SH)公告称，2025年上半年营业收入35.81亿元，同比下降5.9%；归 属于上市公司股东的净利润亏损9.45亿元，上年同期亏损7.94亿元。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

关于 2025 年半年度"提质增效重回报"行动方案评估报告 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。 为深入贯彻党的二十大和中央金融工作会议精神，落实国务院《关于进一步 提高上市公司质量的意见》要求，用友网络科技股份有限公司（以下简称"公司"） 积极响应上海证券交易所《关于开展沪市公司"提质增效重回报"专项行动的倡 议》，推动公司高质量发展和投资价值提升，保护投资者尤其是中小投资者合法 权益，现将 2025 年上半年度"提质增效重回报"专项行动执行情况报告如下： 一、AI 技术推动产品发展 2025 年上半年，公司在"AI 至上"战略的引领下，加速迭代推出融合 AI 技术的产品与服务，AI 业务取得明显进展。公司推出的"用友 BIP 企业 AI"具 有"统一企业数智底座、融入企业核心业务、成果可靠、安全合规"的特性，实 现 AI、数据、流程的原生一体化。智能平台率先接入 DeepSeek、Qwen、豆包等 通用大模型，全面支持 MCP、A2A 等新技术协议，形成了"AI 通用能力+行业 Know-How"的优势能力 ...

股票简称：用友网络 股票代码：600588 编号：临 2025-070 用友网络科技股份有限公司 关于 2025 年半年度募集资金存放与实际使用情况专项报告 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。 根据中国证券监督管理委员会（以下简称"中国证监会"）《上市公司监管指 引第 2 号——上市公司募集资金管理和使用的监管要求（2022 年修订）》（证监会 公告[2022]15 号）等相关规定，现将用友网络科技股份有限公司（以下简称"公司" 或"用友网络"）2025 年半年度募集资金存放与实际使用情况专项报告如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 经中国证券监督管理委员会（以下简称"中国证监会"）《关于核准用友网络科 技股份有限公司非公开发行股票的批复》（证监许可〔2021〕2973号）核准，公司 获准非公开发行不超过490,579,717股新股。公司实际以非公开发行股票的方式发行 人民币普通股（A股）165,835,214股，发行价格为31.95元/股，募集资金总额人民币 5,298,435 ...

股票简称：用友网络 股票代码：600588 编号：临 2025-069 用友网络科技股份有限公司 第九届董事会第二十三次会议决议公告 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。 用友网络科技股份有限公司（下称"公司"或"用友网络"）于 2025 年 8 月 26 日以通讯形式召开了第九届董事会第二十三次会议，现有董事 8 名，实到 董事 8 名，公司董事会秘书、部分高级管理人员列席了会议。本次会议的召开符 合《中华人民共和国公司法》和《用友网络科技股份有限公司章程》的规定。会 议审议通过了以下议案： 一、《公司 2025 年半年度报告及摘要》 该报告及摘要详见上海证券交易所网站（www.sse.com.cn）。已经公司董事 会审计委员会审议通过，并同意提交董事会审议。 该议案同意票数为 8 票，反对票数为 0 票，弃权票数为 0 票。 二、《公司关于 2025 年半年度募集资金存放与实际使用情况专项报告》 该议案同意票数为 8 票，反对票数为 0 票，弃权票数为 0 票。 三、《公司关于 2025 年半年度"提质增效 ...