证券日报网讯8月4日晚间，浪潮软件（600756）发布公告称，截至2025年7月31日，公司通过上海证券 交易所以集中竞价交易方式累计回购股份数量为338，600股，占公司总股本的比例为0.10%。 ...

Group 1 - The company, Inspur Software, announced a share buyback of approximately 340,000 shares, accounting for 0.1% of its total share capital, with a total expenditure of about 4.98 million RMB [1] - The highest purchase price during the buyback was 15.38 RMB per share, while the lowest was 14.25 RMB per share [1] - As of the report, Inspur Software's market capitalization stands at 5 billion RMB [1] Group 2 - For the fiscal year 2024, the revenue composition of Inspur Software is as follows: 76.59% from e-government, 16.9% from e-commerce, 5.52% from other industries, and 1.0% from other businesses [1]

浪潮软件股份有限公司（以下简称"公司"）于 2025 年 4 月 14 日召开第十 届董事会第十四次会议，审议通过了《关于以集中竞价交易方式回购公司股份方 案的议案》，同意公司以自有资金或自筹资金通过上海证券交易所以集中竞价交 易方式回购公司股份，回购股份金额不低于人民币 2,000 万元（含），不超过人 民币 4,000 万元（含），回购股份价格不超过人民币 24.99 元/股（含本数），本次 回购股份将用于股权激励，回购期限自公司董事会审议通过回购股份方案之日起 12 个月内。本次回购公司股份方案的具体内容详见公司 2025 年 4 月 15 日发布 于上海证券交易所网站（www.sse.com.cn）的《浪潮软件股份有限公司关于以集 中竞价交易方式回购公司股份方案的公告》（公告编号：临 2025-016）。 二、回购股份的进展情况 证券代码：600756 证券简称：浪潮软件 公告编号：临 2025-028 浪潮软件股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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 ...

格隆汇8月4日丨浪潮软件(600756.SH)公布，截止2025年7月31日，公司通过上海证券交易所以集中竞价 交易方式累计回购股份数量为338,600股，占公司总股本的比例为0.10%，购买的最高价为人民币15.38 元/股，最低价为人民币14.25元/股，已支付的总金额为人民币4,982,002.00元（不含交易费用）。本次 回购股份符合法律法规的规定及公司回购股份方案。 ...

天眼查商业履历信息显示，浪潮软件股份有限公司，成立于1994年，位于泰安市，是一家以从事软件和 信息技术服务业为主的企业。企业注册资本32409.8753万人民币，实缴资本32409.8753万人民币。公司 法定代表人为赵绍祥。 金融界消息 截至2025年7月30日收盘，浪潮软件（600756）报收于14.93元，下跌1.65%，换手率 3.18%，成交量10.30万手，成交金额1.55亿元。 资金流向方面，今日主力资金净流出2332.81万元，占比成交额15.09%。其中，超大单净流出2243.49万 元、占成交额14.52%，大单净流出89.33万元、占成交额0.58%，中单净流出流入1078.29万元、占成交 额6.98%，小单净流入1254.52万元、占成交额8.12%。 浪潮软件最新一期业绩显示，截至2025一季报，公司营业总收入1.07亿元、同比减少59.79%，归属净利 润8848.15万元，同比减少209.49%，扣非净利润8900.88万元，同比减少200.99%，流动比率1.161、速动 比率0.959、资产负债率46.21%。 通过天眼查大数据分析，浪潮软件股份有限公司共对外投资了25家 ...

Core Insights - The emergence of AI large models like DeepSeek has sparked interest in their potential applications across various industries, although a universal application has yet to be identified [1] - Experts suggest that focusing on B2B applications of large models may be a more viable approach in the short term [1] - The 2025 World Artificial Intelligence Conference showcased various AI technologies, including humanoid robots and digital humans, highlighting the advancements in AI [1] Group 1: AI Large Models and Digital Transformation - AI large models serve as a new digital foundation and intelligent application engine, enhancing operational efficiency and decision-making capabilities in enterprises [3] - Traditional digitalization focuses on speeding up processes, while AI large models enable clearer problem identification and more accurate decision-making [3] - The integration of AI large models into business processes is essential for achieving intelligent operations, moving beyond mere data analysis [3] Group 2: Enterprise Applications of AI - Inspur's Haiyue large model emphasizes deep integration with business scenarios, offering enterprise-level applications rather than standalone AI tools [3][5] - The Haiyue framework combines models, scenarios, processes, knowledge, and permissions to create a comprehensive enterprise agent system [5] - The focus is on embedding AI capabilities into business workflows, enhancing efficiency, risk control, and value creation [5] Group 3: Future of AI in Business - Companies need a hybrid AI capability that combines discriminative and generative AI, with high-quality data being crucial for maximizing AI application potential [6] - The shift from a competition of model capabilities to a focus on deepening scene value will determine the long-term success of AI in industry [6] - The essence of this transformation is to align technology with business needs, fostering a digital ecosystem that supports intelligent operations [6]

Core Viewpoint - The digital transformation of enterprises is crucial for enhancing business resilience, profitability, and sustainability in the context of global supply chain restructuring and deep integration of digital technologies [1] Group 1: Digital Transformation - The digital transformation of enterprises is tailored to different business scenarios, needs, and models, indicating that each enterprise's digital capabilities will vary based on their unique challenges [3] - The model proposed by the company, "large enterprises build platforms, small and medium enterprises use platforms," opens new pathways for collaborative development within the supply chain [3] Group 2: Benefits for Enterprises - Large enterprises can customize platforms to meet complex business and management needs, enhancing operational efficiency and management levels through deep integration of internal resources [3] - Small and medium enterprises can leverage existing platforms to reduce information technology costs and quickly adopt management practices from larger enterprises, thereby improving competitiveness and promoting overall supply chain upgrades [3] Group 3: Data Management and AI Integration - Companies face challenges with data compatibility and system integration, necessitating comprehensive data evaluation and the development of detailed migration and conversion plans [5] - The integration of AI technology can significantly enhance enterprise efficiency, with applications in demand forecasting, supplier evaluation, product development acceleration, and inventory optimization [5] Group 4: Industry Collaboration - The China International Supply Chain Promotion Expo serves as a significant platform for industry collaboration, allowing companies to explore innovative cooperation models and promote the digital transformation of the supply chain [6]

Group 1 - The core viewpoint of the news is that Inspur Software Technology Co., Ltd. has applied for a patent related to a method and device for optimizing multi-table parallel queries, indicating its focus on software development technology [1] - The patent application was filed on March 2025, with the publication number CN120316131A, showcasing the company's ongoing innovation efforts in the software sector [1] - The patent involves a multi-threading approach using Java technology, which includes several components such as DataCallable for multi-threading, OffsetPageDomain for pagination conditions, and MultipleTableQueryService for overall process control [1] Group 2 - Inspur Software Technology Co., Ltd. was established in 2020 and is located in Jinan, primarily engaged in software and information technology services [2] - The company has a registered capital of 3.8 billion RMB and has made investments in 75 enterprises, indicating its active role in the market [2] - Inspur has participated in 4,023 bidding projects and holds 828 patent records, reflecting its significant engagement in innovation and competitive activities [2]

[Current Period Performance Forecast](index=1&type=section&id=Item%20I.%20Current%20Period%20Performance%20Forecast) The company expects to report a net loss for the first half of 2025, with preliminary figures indicating significant negative profitability 2025 Semi-Annual Performance Forecast | Forecast Indicator (Jan 1 - Jun 30, 2025) | Estimated Amount (CNY) | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | Approximately -150,000,000 | | Net Profit Attributable to Parent Company Shareholders (Excluding Non-Recurring Items) | Approximately -149,000,000 | - This performance forecast has not been audited by a certified public accountant[4](index=4&type=chunk) [Prior Period Operating Performance and Financial Status](index=1&type=section&id=Item%20II.%20Prior%20Period%20Operating%20Performance%20and%20Financial%20Status) The company also reported a loss in the corresponding period of 2024, with negative net profit and earnings per share Prior Period (H1 2024) Performance Data | Indicator | Value (CNY) | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | -88,598,400 | | Net Profit Attributable to Parent Company Shareholders (Excluding Non-Recurring Items) | -89,642,600 | | Basic Earnings Per Share | -0.27 | [Primary Reasons for Current Period Forecasted Loss](index=1&type=section&id=Item%20III.%20Primary%20Reasons%20for%20Current%20Period%20Forecasted%20Loss) The expanded loss for the current period is primarily due to the company's seasonal business nature and external factors impacting revenue recognition and project delivery - The company's business exhibits significant seasonality, with project delivery and revenue recognition predominantly occurring in the second half, particularly the fourth quarter, structurally contributing to first-half losses[7](index=7&type=chunk) - During the reporting period, the company experienced a decline in operating revenue due to client funding constraints, delayed project bidding, and postponed delivery and acceptance, leading to a year-over-year decrease in first-half profit[7](index=7&type=chunk) [Risk Warning](index=2&type=section&id=Item%20IV.%20Risk%20Warning) The company emphasizes that this performance forecast is a preliminary, unaudited financial assessment, with no significant uncertainties identified that could impact its accuracy - The performance forecast data represents preliminary calculations by the company's finance department based on professional judgment and has not been audited by a certified public accountant[8](index=8&type=chunk) [Other Explanatory Notes](index=2&type=section&id=Item%20V.%20Other%20Explanatory%20Notes) The company reiterates that the announced figures are preliminary, advising investors to refer to the official 2025 semi-annual report for final financial data and to be mindful of investment risks - The final accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report, and investors are advised to exercise caution regarding investment risks[9](index=9&type=chunk)

浪潮软件（600756）公告，预计2025年半年度实现归属于母公司所有者的净利润为-1.5亿元左右，预计 2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润为-1.49亿元左右。 ...