上海宝信软件股份有限公司2025 年半年度报告 公司代码：600845 900926 公司简称：宝信软件 宝信 B 上海宝信软件股份有限公司 2025 年半年度报告 1 / 180 上海宝信软件股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人田国兵、总经理王剑虎、财务负责人刘慈玲及会计机构负责人（会计主管人员） 康晓春声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺，敬请 投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确 ...

格隆汇8月18日丨宝信软件(600845.SH)公布2025年半年度报告，报告期实现营业收入47.15亿元，同比下 降30.08%；归属于上市公司股东的净利润7.13亿元，同比下降46.46%；归属于上市公司股东的扣除非经 常性损益的净利润6.7亿元，同比下降48.56%；基本每股收益0.250元。 ...

Group 1 - Shanghai Baoxin Software Co., Ltd. has applied for a patent for a "LED unilateral oblique light source for defect detection," with publication number CN120490110A and application date of April 2025 [1] - The patent describes a light source that includes a base profile, a light-emitting module, and a housing, designed to effectively illuminate defects such as scratches and bubbles on surfaces [1] - The innovative design allows for a significant expansion of the installation distance of the light source, addressing environmental risks associated with close-range installations [1] Group 2 - Shanghai Baoxin Software Co., Ltd. was established in 1994 and is primarily engaged in software and information technology services [2] - The company has a registered capital of 288,380.3858 million RMB and has invested in 46 enterprises [2] - The company has participated in 5,000 bidding projects and holds 1,213 patents along with 338 trademark registrations [2]

Group 1 - The Shanghai Intelligent Transportation Index (H50035) rose by 0.44% to 1892.42 points, with a trading volume of 17.419 billion yuan [1] - The index has increased by 8.14% over the past month, 10.83% over the past three months, and 12.35% year-to-date [1] - The index series reflects the performance of listed companies influenced by changes in economic and consumption structures during the urbanization process, focusing on themes such as intensive, intelligent, and green low-carbon development [1] Group 2 - The top ten weighted companies in the Shanghai Intelligent Transportation Index include SAIC Motor (10.39%), Hongfa Technology (9.56%), Aerospace Electronics (9.15%), and others [1] - The index is composed entirely of companies listed on the Shanghai Stock Exchange, with a 100% representation [1] - The industry composition of the index sample shows that industrial companies account for 31.00%, consumer discretionary for 29.43%, information technology for 28.24%, and communication services for 11.33% [2] Group 3 - The index sample is adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [2]

Core Insights - Baoxin Software (Anhui) Co., Ltd. has obtained a patent for a "federated learning-based differential privacy image classification method and device," with the authorization announcement number CN115527061B and an application date of September 2022 [1] Company Overview - Baoxin Software (Anhui) Co., Ltd. was established in 2002 and is located in Ma'anshan City, primarily engaged in research and experimental development [1] - The company has a registered capital of 3,610.9372 million RMB [1] - Baoxin Software has invested in 5 companies and participated in 3,103 bidding projects [1] - The company holds 13 trademark registrations and 152 patent registrations, along with 20 administrative licenses [1]

Market Performance - The ERP concept index declined by 3.00%, ranking among the top declines in the concept sector as of the market close on August 8 [1] - Within the ERP sector, major decliners included Dingjie Zhizhi, Saiyi Information, and Yonyou Network, while only five stocks saw price increases, with Jingda Co., Changrong Co., and Jian Design leading the gains at 0.78%, 0.50%, and 0.48% respectively [1] Capital Flow - The ERP concept sector experienced a net outflow of 2.465 billion yuan, with 25 stocks facing net outflows, and six stocks seeing outflows exceeding 100 million yuan [2] - The stock with the highest net outflow was Hand Information, with a net outflow of 479 million yuan, followed by Dingjie Zhizhi, Yonyou Network, and Runhe Software with net outflows of 471 million yuan, 343 million yuan, and 338 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflows included Jingda Co., Yingtang Zhikong, and Aerospace Information, with net inflows of 38.63 million yuan, 16.47 million yuan, and 5.59 million yuan respectively [2][3]

Core Viewpoint - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of August 4, 2025, highlighting significant players in the industry and their respective valuations in billions of USD [1]. Group 1: Top Companies by Market Capitalization - TSMC leads the ranking with a market capitalization of $121.99 billion [3]. - Tencent Holdings follows in second place with a valuation of $63.46 billion [3]. - Alibaba ranks third with a market cap of $27.92 billion [3]. - Xiaomi Group is fourth with a market capitalization of $18.07 billion [3]. - Pinduoduo holds the fifth position with a valuation of $15.62 billion [3]. Group 2: Additional Notable Companies - Meituan ranks sixth with a market cap of $9.45 billion [4]. - NetEase is seventh with a valuation of $8.06 billion [4]. - SMIC (Semiconductor Manufacturing International Corporation) is eighth with a market cap of $5.24 billion [4]. - Dongfang Fortune ranks ninth with a valuation of $5.11 billion [4]. - JD.com is in tenth place with a market capitalization of $4.46 billion [4]. Group 3: Rankings and Changes - Kuaishou is ranked eleventh with a market cap of $4.16 billion [5]. - Tencent Music holds the twelfth position with a valuation of $3.18 billion [5]. - Baidu is thirteenth with a market cap of $2.96 billion [5]. - Li Auto ranks fourteenth with a valuation of $2.70 billion [5]. - Beike is fifteenth with a market capitalization of $2.17 billion, showing an increase in ranking by 11 spots [5].

Core Insights - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of August 1, 2025, highlighting significant shifts in rankings and valuations [1]. Group 1: Market Capitalization Rankings - TSMC leads the list with a market capitalization of $125.32 billion [3]. - Tencent Holdings ranks second with a market capitalization of $64.22 billion [3]. - Alibaba has moved up to the third position with a market capitalization of $28.77 billion, showing a notable increase from its previous rank of 12 [3]. Group 2: Notable Companies and Changes - Xiaomi Group is ranked fourth with a market capitalization of $17.57 billion [3]. - Pinduoduo follows closely in fifth place with a market capitalization of $16.11 billion [3]. - Meituan and NetEase are ranked sixth and seventh, with market capitalizations of $9.46 billion and $8.25 billion, respectively [3][4]. Group 3: Additional Rankings - Semiconductor Manufacturing International Corporation (SMIC) is in eighth place with a market capitalization of $5.23 billion [4]. - JD.com is ranked tenth with a market capitalization of $4.54 billion [4]. - Kuaishou and Tencent Music are ranked 11th and 12th, with market capitalizations of $4.17 billion and $3.25 billion, respectively [4]. Group 4: Lower Rankings - Companies ranked from 25 to 50 include Kingdee International at $0.83 billion and Yuyuan at $0.40 billion, indicating a diverse range of valuations among the lower-ranked firms [5][6].

Group 1 - The legal representative of Shanghai Baoxin Software Co., Ltd. has changed from Xia Xuesong to Tian Guobing [1] - Shanghai Baoxin Software was established in 1994 and is located in Shanghai, primarily engaged in software and information technology services [1] - The company has a registered capital of 288,380.3858 thousand RMB and a paid-in capital of 288,380.3858 thousand RMB [1] Group 2 - Shanghai Baoxin Software has invested in 46 enterprises and participated in 5,000 bidding projects [1] - The company holds 338 trademark registrations and 1,204 patent registrations [1] - Additionally, Shanghai Baoxin Software possesses 66 administrative licenses [1]

| 36 | | 阿里巴巴 | 2799.92 | | | --- | --- | --- | --- | --- | | 4 | | 小米集团-W | 1763.96 | | | 5 | | 拼多多 | 1603.06 | | | | 網易 | 网易 | 825.18 | 11 | | 7 | | 东方财富 | 520.85 | II | | 8 | | 中芯国际 | 516.85 | | | --- | --- | --- | --- | --- | | 9 | | 京东 | 457.68 | | | 10 | | 快手-W | 409.34 | | | II | | 腾讯音乐 | 326.82 | | | 12 | Bal Car | 目度 | 295.44 | | | 13 | | 理想汽车 | 283.13 | | | 14 | | 贝壳 | 221.36 | | | 15 | | 同花顺 | 218.78 | | | 16 | | 小鹏汽车 | 171.87 | | | 17 | | 中通快递 | 159.79 | | | 18 | | 科大讯飞 | 157.13 | | | 19 | | 蔚来 ...