（文章来源：每日经济新闻） 用友网络（SH 600588，收盘价：16.37元）8月7日晚间发布公告称，截至2025年8月7日，北京用友科技 及其一致行动人上海用友科技咨询有限公司、北京用友企业管理研究所有限公司持有公司股份约14.21 亿股，占公司总股本的41.59%。本次解除质押后，北京用友科技及其一致行动人累计质押数量约为3.95 亿股，占持股数量的27.8%，占公司总股本的11.56%。 2024年1至12月份，用友网络的营业收入构成为：软件行业占比98.19%，其他业务占比1.81%。 ...

用友网络科技股份有限公司 股票简称：用友网络 股票代码：600588 编号：临 2025-066 关于控股股东部分股份解除质押的公告 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。 经与北京用友科技确认，北京用友科技本次解除质押的股份将根据资金需要 用于后续质押，并根据后续质押情况及时履行告知义务，公司将及时予以披露。 二、控股股东及其一致行动人累计质押股份情况 截至 2025 年 8 月 7 日，北京用友科技及其一致行动人上海用友科技咨询有 限公司、北京用友企业管理研究所有限公司共持有本公司股份 1,421,079,511 股， 占公司总股本的 41.59%，北京用友科技及其一致行动人累计质押股份情况如下： | | | | | | | | 已质押股份情况 | | | 未质押股份情况 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 持股 | 本次解除质 | 本次解除质 | 占其所持 | 占公司 | 已质押 | 已质押 ...

证券之星消息，8月7日软件开发板块较上一交易日下跌0.08%，*ST广道领跌。当日上证指数报收于 3639.67，上涨0.16%。深证成指报收于11157.94，下跌0.18%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300344 | ST立方 | 6.14 | 10.83% | 86.04万 | 5.22亿 | | 300830 | 金现代 | 15.04 | 9.78% | 120.49万 | 17.46亿 | | 300608 | 思特奇 | 15.18 | 6.45% | 70.29万 | 10.45 Z | | 688118 | 普元信息 | 33.70 | 5.02% | 13.18万 | 4.32亿 | | 600588 | 用友网络 | 16.37 | 4.94% | 138.66万 | 22.71亿 | | 688030 | 山石网科 | 20.61 | 4.57% | 7.36万 | 1.52亿 | | 688246 | 嘉和美康 | 3 ...

计算机ETF（159998）跟踪中证计算机主题指数（930651.CSI）。该指数以中证全指为样本空间，选取 涉及信息技术服务、应用软件、系统软件、电脑硬件等业务的上市公司股票作为成分股。截至8月6日， 该ETF前十大重仓股包括科大讯飞、海康威视、中科曙光、金山办公、同花顺、浪潮信息、恒生电子、 紫光股份、润和软件、三六零等龙头。计算机ETF（159998）配有场外联接基金（A类：001629/C类： 001630）。 8月7日，三大指数集体走低，截至发稿上证综指下跌0.05%，深证成指下跌0.68%，创业板指跌1%。中 证计算机主题指数(930651.CSI)跌0.73%，该指数成分股中，用友网络上涨超5%，卫宁健康上涨近3%， 三六零与虹软科技等4只个股上涨超1%。 相关ETF方面，计算机ETF（159998）截至发稿下跌0.85%。资金流向方面，该ETF上个交易日(8月6日) 净流入额为2032.42万元，截至上个交易日，已连续4个交易日"吸金"（获资金净流入），累计净流入额 为9422.46万元。截至8月6日，该ETF最新流通份额为38.65亿份，最新流通规模为36.5亿元，居全市场 计算机类ETF产 ...

一、核心逻辑是什么？ 这是一家ERP 龙头企业，基本面逐季向好，AI 进展持续提速，海外业务高速增长，未来AI 带来的成长 性有望超预期 二、市场预期：公司业绩回暖以及AI 业务进展或需要一段时间超预期点：业绩拐点已现+AI 进展提速 +海外AI 产品或有望铺开1：业绩拐点已现驱动基本面持续向好： 利润层面：公司预计2025 年上半年实现归属于母公司所有者的净亏损为87,500万元到97,500 万元，归属 于母公司所有者的扣除非经常性损益后的净亏损为92,500 万元到102,500 万元。公司第二季度单季归属 于母公司所有者的净亏损为13,921 万元到23,921 万元，同比减亏10,170 万元到20,170 万元；归属于母公 司所有者的扣除非经常性损益后的净亏损为13,068 万元到23,068 万元，同比减亏11,171 万元到21,171 万 元，第二季度单季亏损大幅收窄。 现金流层面：公司经营活动产生的现金流量净额第二季度单季实现净流入，较去年同期改善约3.2 亿 元，上半年累计同比改善约6.0 亿元。 驱动因素：公司业绩逐步回暖 催化剂：宏观环境逐步向好 2、AI 行业趋势驱动公司AI 产品 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [4][12]. Core Views - The company is experiencing a performance turning point, with a gradual improvement in its fundamentals driven by a better macro environment and advancements in AI products [3][11]. - The company has reported a significant narrowing of losses in the second quarter, indicating a positive trend in revenue growth after a period of decline [1][2]. - The company is actively embracing AI, launching multiple innovative products that enhance efficiency and reduce costs for clients across various sectors [3][4][10]. Summary by Relevant Sections Revenue and Profit Outlook - The company expects to achieve revenue between 3.56 billion to 3.64 billion yuan in the first half of 2025, representing a year-on-year decline of 6.4% to 4.3%. However, the second quarter alone is projected to show a revenue increase of 6.1% to 10.0% [1]. - The anticipated net loss for the first half of 2025 is between 875 million to 975 million yuan, with a significant reduction in losses in the second quarter compared to the previous year [1]. Cash Flow Improvement - The company reported a net inflow of cash from operating activities in the second quarter, improving by approximately 320 million yuan year-on-year, with a cumulative improvement of about 600 million yuan in the first half [2]. AI Product Development - The company has launched the YonGPT2.0 model and various AI-driven products, enhancing its service offerings in finance, human resources, and supply chain management [3][4]. - The integration of AI into the company's core product, BIP3, has improved system flexibility and reduced resource consumption by 50% and operational costs by 30% [4]. Market Expectations and Growth Projections - The company is expected to see revenue growth from 9.15 billion yuan in 2024 to 12.52 billion yuan in 2027, with year-on-year growth rates of 7.96%, 11.18%, and 13.96% respectively [15]. - The company’s P/S ratio is projected to decrease from 5.82 in 2024 to 4.26 in 2027, indicating potential for valuation expansion [12][15]. International Expansion - The company has seen over 50% growth in overseas business revenue, with a presence in over 40 countries and regions, indicating a strong international demand for its AI products [10][11].

Summary of Key Points Core Viewpoint - The company, Yonyou Network Technology Co., Ltd., has announced the progress of its share repurchase plan, which aims to enhance employee stock ownership and incentivize staff through a buyback of shares within a specified financial range. Group 1: Share Repurchase Plan - The share repurchase plan was first disclosed on September 5, 2024, with an implementation period from September 5, 2024, to September 4, 2025 [1] - The expected repurchase amount is between 50 million yuan and 100 million yuan [1] - The repurchased shares will be used for employee stock ownership plans or equity incentives [1] Group 2: Progress of Share Repurchase - As of July 31, 2025, the company has repurchased a total of 4,144,090 shares, representing 0.121% of the total share capital [1] - The total amount spent on repurchased shares is 50,062,199 yuan, with a purchase price range between 9.87 yuan and 18.44 yuan per share [1] Group 3: Compliance and Future Actions - The company will adhere to the regulations set forth in the "Listed Company Share Repurchase Rules" and will make repurchase decisions based on market conditions [1] - The company commits to timely information disclosure regarding the progress of the share repurchase [1]

Core Viewpoint - On August 4, the company announced a share repurchase plan, indicating a strategic move to enhance shareholder value through the buyback of shares [1] Summary by Relevant Sections - **Share Repurchase Details** - The company plans to repurchase a total of 807,300 shares through centralized bidding transactions by July 2025 [1]

金融界8月4日消息，上证指数低开高走，中证云计算50指数 (云计算50，931469)上涨0.63%，报2522.77 点，成交额553.38亿元。 数据统计显示，中证云计算50指数近一个月上涨15.53%，近三个月上涨27.33%，年至今上涨30.99%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 跟踪云计算50的公募基金包括：新华中证云计算50ETF。 从指数持仓来看，中证云计算50指数十大权重分别为：中际旭创（14.25%）、新易盛（14.08%）、中 科曙光（7.8%）、金山办公（5.55%）、浪潮信息（4.29%）、恒生电子（4.06%）、紫光股份 （3.78%）、润和软件（3.24%）、用友网络（2.52%）、拓维信息（2.48%）。 从中证云计算50指数持仓样本的行业来看，信息技术占比5 ...

Group 1 - The company, Yongyou Network, announced a share buyback program, with a total of approximately 4.14 million shares repurchased, accounting for 0.121% of the total share capital as of July 31, 2025 [2] - The highest purchase price for the shares was 18.44 CNY per share, while the lowest was 9.87 CNY per share, with a total expenditure of approximately 50.06 million CNY [2] - For the fiscal year 2024, the company's revenue composition indicates that the software industry accounts for 98.19% of total revenue, while other businesses contribute 1.81% [2]