证券日报网讯 12月3日晚间，用友网络发布公告称，公司控股股东北京用友科技有限公司持有公司股份 921，161，630股，占公司总股本26.96%，本次股份质押12，500，000股后，北京用友科技持有上市公 司股份累计质押数量为382，720，000股，占其持股数量比例的41.55%，占公司总股本比例的11.20%。 （文章来源：证券日报） ...

股票简称：用友网络 股票代码：600588 编号：临 2025-087 用友网络科技股份有限公司 关于控股股东部分股份质押的公告 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、上市公司股份质押 1、本次股份质押基本情况 2025 年 12 月 1 日，公司控股股东北京用友科技将其持有公司 12,500,000 股 无限售流通股质押给福建百应融资担保股份有限公司（以下简称"福建百应"）， 股份质押登记手续已于 2025 年 12 月 2 日办理完毕。公司于 2025 年 12 月 2 日接 到北京用友科技通知，获悉上述股份已质押，股份质押情况具体如下： | 股东名 | 是否为 | 本次质押 | 是否为限售 | 是否 | | | | 占其所 | 占公司 | 质押融 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 控股股 | | 股（如是，注 | 补充 | 质押起始日 | 质押到期日 | 质权人 | 持股份 ...

用友网络公告称，2025年12月1 - 2日，控股股东北京用友科技将1250万股无限售流通股质押给福建百 应，用于偿还债务。截至12月3日，北京用友科技持有公司股份9.21亿股，占总股本26.96%，累计质押 3.83亿股，占其持股41.55%，占总股本11.20%；其与一致行动人共持股14.21亿股，占总股本41.59%， 累计质押4.59亿股，占持股32.31%，占总股本13.44%。本次质押风险可控，如遇平仓风险，北京用友科 技将采取相应措施。 ...

（来源：用友） 做企业商旅建设的朋友，大概率都有过这种崩溃时刻：花大价钱引入差旅系统，结果员工怨声载道、财务吐槽更累、成本没降反升，最后系统沦为 "摆 设"。 其实不是商旅建设本身难，而是很多企业从一开始就踩进了 "思维误区 + 执行雷区"。今天就聊一聊90%企业落地AI商旅都会中招的5大雷区，顺便揭秘如 何精准绕开，把商旅从"麻烦包袱"变成"效率引擎"的！ 01 只追 "功能多" 忽略 "员工愿意用" 很多企业选商旅系统时，总觉得 "功能越全越好"—— 又是多语言界面，又是复杂的审批流程，结果上线后员工根本不买账，照样私订机票酒店。 核心问题出在 "脱离实际使用场景"：系统操作比自己比价还麻烦，预订要填N个表单，改行程还要走三层审批；想订个离客户公司近的酒店，翻半天找不 到，还不如OTA平台一键下单；员工垫了钱报销，系统要求上传的发票格式比财务还苛刻，驳回重填反复折腾。 最后变成 "公司强推，员工阳奉阴违"，系统数据割裂，差旅成本照样失控，白花钱还落埋怨。 避坑思路：体验优先，让员工 "自愿用" 用友BIP商旅云最懂 "人性"，把 "简单好用" 刻进了骨子里： 操作极简：员工只需说 "下周四去上海见客户，两 ...

12月2日，用友网络盘中下跌2.04%，截至10:41，报13.93元/股，成交3.17亿元，换手率0.66%，总市值 475.99亿元。 资金流向方面，主力资金净流出6592.18万元，特大单买入524.43万元，占比1.65%，卖出2733.40万元， 占比8.62%；大单买入5400.22万元，占比17.02%，卖出9783.43万元，占比30.84%。 用友网络今年以来股价涨29.82%，近5个交易日跌6.26%，近20日跌10.59%，近60日跌14.22%。 今年以来用友网络已经4次登上龙虎榜，最近一次登上龙虎榜为8月8日，当日龙虎榜净买入-1.72亿元； 买入总计1.79亿元 ，占总成交额比7.58%；卖出总计3.52亿元 ，占总成交额比14.87%。 资料显示，用友网络科技股份有限公司位于北京市海淀区北清路68号,香港铜锣湾勿地臣街1号时代广场 2座31楼，成立日期1995年1月18日，上市日期2001年5月18日，公司主营业务涉及以用友企业云服务为 核心为客户提供企业云服务与解决方案。主营业务收入构成为：许可销售及技术服务收入95.58%，金 融服务收入1.99%，外购商品销售1.38%，其 ...

证券代码：600588 证券简称：用友网络 公告编号：临 2025-086 用友网络科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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法律责任。 重要内容提示： 投资者可于 2025 年 12 月 02 日（星期二）至 12 月 08 日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@yonyou.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 用友网络科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日 发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 12 月 09 日（星期二） 15:00-16:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经 营成果及财务指标的具体情况与投资者进行 ...

Core Insights - The 2023 Global Business Innovation Conference held by Yonyou focused on "Data-Driven Intelligent Operations," discussing various topics related to digital transformation and AI applications in enterprises [1][2][4] - Yonyou's Chairman and CEO, Wang Wenjing, emphasized that digital transformation is a core path for high-quality development in the new era [1][4] Group 1: Yonyou's Innovations and Offerings - Yonyou launched the upgraded BIP3 version, which includes three technological breakthroughs, two new application architectures, 99 new services, and 1,056 new ISV partners [2] - The company introduced the YonGPT model, a comprehensive enterprise service model that covers various business functions such as finance, human resources, procurement, marketing, and manufacturing [2][3] - Yonyou plans to promote YonGPT globally, focusing on specific application scenarios to enhance digital transformation for both domestic and international clients [3] Group 2: Steps and Pathways for Digital Transformation - Wang Wenjing outlined the "Digital Transformation 123" concept, which includes three steps: "Cloud Connection," "Data-Driven," and "Intelligent Operations" [4] - "Cloud Connection" aims for cloud deployment and real-time awareness, "Data-Driven" focuses on data governance and applications, while "Intelligent Operations" seeks to enhance business operations and human-computer interaction [4] Group 3: Organizational Changes and Industry Empowerment - Yonyou underwent a significant organizational restructuring, shifting from a region-based model to an industry-based model for large enterprise clients, while maintaining a regional approach for medium-sized enterprises [5] - The company reported a revenue of 3.37 billion yuan in the first half of the year, a decrease of 4.7% year-on-year, with cloud service revenue at 2.35 billion yuan, an increase of 2.0% [5] - Wang Wenjing noted that the restructuring was necessary to better meet the digital transformation needs of large clients, as the previous model was limiting [5][6]

Group 1 - The report maintains an overweight rating on the computer industry, emphasizing the rapid development of AI driven by advancements in models, computing power, and applications [2][3] - The domestic open-source models are narrowing the performance gap with international closed-source models, presenting both technical and cost advantages that may reshape the global AI competitive landscape [5][30] - The demand for AI computing power is expected to remain high, supported by significant capital expenditures from leading companies like OpenAI, Alibaba, and Tencent [5][35][42] Group 2 - The report highlights the importance of domestic AI computing power and trusted innovation investment opportunities, driven by external pressures and strong policy support [5][30] - Domestic technology giants are actively developing supernode technology to overcome limitations in single-chip processing, aiming to establish a self-controlled and open computing foundation [5][31] - The software sector is witnessing a shift from reliance on foreign products to domestic alternatives, with significant progress in databases and operating systems [5][31][34] Group 3 - The investment strategy for 2026 focuses on two main lines: AI and self-control, with an emphasis on companies that can leverage AI technology for performance growth [5][39] - The AI market is projected to grow significantly, with enterprise-level AI agents expected to create direct business value and enhance operational efficiency [5][48][50] - The report suggests that SaaS companies are well-positioned to benefit from the rise of enterprise-level AI agents due to their existing data resources and customer bases [5][55]

Core Viewpoint - Yonyou Network's stock price has shown a significant increase of 40.54% year-to-date, despite a recent decline over the past 60 days, indicating volatility in its market performance [1][2]. Group 1: Stock Performance - As of November 25, Yonyou Network's stock rose by 2.03%, trading at 15.08 CNY per share with a total market capitalization of 51.528 billion CNY [1]. - The stock has experienced a net inflow of 893,100 CNY from major funds, with large orders accounting for 23.42% of total purchases [1]. - The stock has been on the龙虎榜 (top trading list) four times this year, with the most recent instance on August 8, where it recorded a net buy of -172 million CNY [1]. Group 2: Company Overview - Yonyou Network, established on January 18, 1995, and listed on May 18, 2001, is headquartered in Beijing and focuses on enterprise cloud services and solutions [2]. - The company's revenue composition includes 95.58% from licensing and technical services, 1.99% from financial services, 1.38% from sales of purchased goods, and 1.05% from other sources [2]. - As of September 30, 2025, Yonyou Network had 198,300 shareholders, with an average of 17,235 shares per shareholder, reflecting a decrease of 7.15% [2]. Group 3: Financial Performance - For the period from January to September 2025, Yonyou Network reported a revenue of 5.584 billion CNY, a year-on-year decrease of 2.68%, while the net profit attributable to shareholders was -1.398 billion CNY, showing a growth of 3.93% [2]. - The company has distributed a total of 5.509 billion CNY in dividends since its A-share listing, with 204 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of September 30, 2025, the largest shareholders include Hong Kong Central Clearing Limited and China Securities Finance Corporation, with notable changes in their holdings [3]. - Hong Kong Central Clearing Limited reduced its holdings by 46.6474 million shares, while China Securities Finance Corporation maintained its share count [3].

Core Insights - The Computer ETF (159998) has seen a significant increase in trading volume and net inflows, indicating strong investor interest in the technology sector [1][2] - The Guangdong government has set ambitious targets for AI and computing power development, aiming for a core industry scale exceeding 440 billion yuan by 2027 [4] - Google DeepMind is expanding its AI research network by establishing a lab in Singapore, focusing on foundational AI research and applications [5] - Harvard University has made a breakthrough in quantum error correction, advancing the development of practical quantum computers [6] Group 1: Computer ETF Performance - The Computer ETF (159998) recorded a turnover of 3.02% with a transaction volume of 73.08 million yuan, while the underlying index rose by 2.45% [1] - Over the past week, the Computer ETF has seen a substantial increase of 55.2 million shares, reflecting strong demand [2] - The ETF has experienced continuous net inflows over the last four days, totaling 55.1 million yuan [2] Group 2: Sector Developments - The Computer ETF covers a wide range of sectors, including IT services, application software, and communication equipment, featuring leading companies in AI and hardware manufacturing [3] - The Guangdong province's plan includes building a robust data infrastructure and promoting AI and robotics initiatives to enhance its digital economy [4] - Google DeepMind's new lab in Singapore aims to leverage local talent and infrastructure to enhance its AI capabilities in the Asia-Pacific region [5] Group 3: Technological Advancements - Harvard's recent achievement in quantum error correction is a significant step towards the realization of scalable quantum computing [6] - Citic Securities has highlighted the ongoing growth in the AI industry, particularly in the PCB sector, which is expected to benefit from advancements in AI chip technology [6]