截至2026年2月5日10点07分，中证半导体材料设备主题指数下跌3.04%。成分股方面，华峰测控领跌 7.83%，康强电子（002119）下跌7.61%，拓荆科技下跌6.45%，立昂微（605358）下跌5.16%，华海诚 科下跌5.12%。半导体设备ETF华夏(562590)下跌2.91%，最新报价1.84元。 资金流入方面，科创半导体ETF最新资金净流出5938.88万元。拉长时间看，近5个交易日内有3日资金 净流入，合计"吸金"2.02亿元，日均净流入达4039.18万元；半导体设备ETF华夏最新资金净流出2074.60 万元。拉长时间看，近23个交易日内有18日资金净流入，合计"吸金"18.58亿元，日均净流入达8077.43 万元；信创ETF近3天获得连续资金净流入，最高单日获得3000.09万元净流入，合计"吸金"3757.90万 元，日均净流入达1252.63万元。 开源证券认为，AWS和谷歌打响云涨价第一枪，国产云厂商有望跟进。我们认为云涨价的背后逻辑在 于近期由于CPU及存储涨价，同时Agent的复杂任务执行带来算力需求的激增。 消息面上，谷歌母公司ALPHABET第四财季营收1138.3 ...

共40只个股出现了机构的身影。 盘后数据显示，2月4日龙虎榜中，共40只个股出现了机构的身影，有17只股票呈现机构净买入，23只股 票呈现机构净卖出。 当天机构净买入前三的股票分别是晶盛机电、中集集团、晶科能源，净买入金额分别是2.2亿元、1.1亿 元、1.04亿元。 当天机构净卖出前三的股票分别是利欧股份、神农种业、泛微网络，净流出金额分别是2.62亿元、2.26 亿元、1.23亿元。 | 17 房 | 2.04 | | | --- | --- | --- | | | 机构资金参与个股一 | | | 证券简称 | 日涨跌幅 | 机构净买入(万元) | | 晶盛机电 | 12.97% | 21963.08 | | 中集集团 | 10.03% | 10962.37 | | 晶科能源 | 20.00% | 10438.94 | | 宏和科技 | 3.44% | 9576.65 | | 红宝丽 | 3.07% | 8258.33 | | 中超控股 | -4.01% | 6907.86 | | 海兰信 | 3.10% | 6842.24 | | 凯旺科技 | 7.08% | 5626.07 | | 中来股份 | 20 ...

证券之星消息，2月4日软件开发板块较上一交易日下跌1.63%，泛微网络领跌。当日上证指数报收于 4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。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 | 2.32 | 20.21% | 158.97万 | | 3.33亿 | | 603232 | 格尔软件 | 23.97 | 5.73% | 35.51万 | | 8.67亿 | | 301159 | 三维天地 | 54.17 | 3.60% | 10.27万 | | 5.32亿 | | 300377 | 赢时胜 | 22.84 | 3.21% | - 83.94万 | | 18.86亿 | | 300468 | 四方精创 | 33.40 | 2.93% | 38.41万 | | 12.85 Z | | 300561 | *ST汇科 | 18.15 | 2.72% | 9.21万 | | 1.68亿 ...

2月2日，泛微网络跌5.02%，截至发稿，报63.14元/股，成交2.20亿元，换手率1.30%，总市值164.54亿 元。 资料显示，泛微网络科技股份有限公司位于上海市闵行区三鲁公路3419号泛微软件园，成立日期2001年 3月14日，上市日期2017年1月13日，公司主营业务涉及协同管理软件产品的研发、销售及相关技术服 务。主营业务收入构成为：技术服务63.11%，软件收入-e.cology31.55%，第三方产品3.66%，软件收入- e.office1.54%，其他(补充)0.14%。 从基金十大重仓股角度 数据显示，华商基金旗下1只基金重仓泛微网络。华商计算机行业量化股票发起式A（007853）四季度 减持3400股，持有股数14.79万股，占基金净值比例为3.26%，位居第五大重仓股。根据测算，今日浮亏 损失约49.4万元。 华商计算机行业量化股票发起式A（007853）成立日期2019年10月30日，最新规模1.8亿。今年以来收益 11.11%，同类排名955/5579；近一年收益29.38%，同类排名2580/4285；成立以来收益45.67%。 华商计算机行业量化股票发起式A（007853） ...

内容概况：在席卷全球的数字化转型浪潮中，中国协同管理软件的角色已发生根本性转变，其价值定位 从早期侧重于提升内部行政管理效率的辅助工具，全面升级为支撑并驱动现代组织进行智能化转型与业 务创新的核心运营平台。2024年，中国协同管理软件行业市场规模约为102.33亿元，同比增长17.58%。 中国协同管理软件行业发展经历了从个人办公电子化到组织内部沟通协作、再到业务流程优化和知识管 理的逐步演变。每一代协同管理软件都在前一代的基础上进行了扩展和优化，使得协同管理软件更加符 相关上市企业：泛微网络（603039）、致远互联（688369）、航天软件（688562）、腾讯控股 （00700）、阿里巴巴（09988） 相关企业：海光信息技术股份有限公司、中兴通讯股份有限公司、兆易创新科技集团股份有限公司、北 京人大金仓信息技术股份有限公司、深圳市腾讯计算机系统有限公司、百度在线网络技术（北京）有限 公司、新东方教育科技集团有限公司、深圳迈瑞生物医疗电子股份有限公司、蚂蚁科技集团股份有限公 司 关键词：协同管理软件、协同管理软件市场规模、协同管理软件行业现状、协同管理软件发展趋势 一、行业概述 协同管理软件（Colla ...

证券代码：603039 证券简称：泛微网络（维权） 公告编号：2026-002 泛微网络科技股份有限公司 关于以集中竞价交易方式出售已回购股份结果暨股份变动的公告 本公司董事会、全体董事及相关股东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： ● 回购股份的基本情况 为维护公司价值及股东权益，泛微网络科技股份有限公司（以下简称"公司"）于2024年2月7日至2024年 5月6日期间累计回购公司股份2,544,250股，占公司当前总股本的0.98%，具体内容详见公司于2024年5 月8日披露的《泛微网络关于股份回购进展及实施结果暨股份变动公告》（公告编号：2024-030）。上 述回购的股份将于回购实施结果暨股份变动公告披露十二个月后采用集中竞价交易方式出售，并在回购 实施结果暨股份变动公告披露三年内完成出售，若公司未能在上述期限内完成出售，未实施出售部分股 份将履行相关程序予以注销。 ● 出售计划的实施结果情况 公司于2025年12月5日披露了《泛微网络关于以集中竞价交易方式出售已回购股份计划的公告》（公告 编号：2025-031） ...

泛微网络科技股份有限公司 关于以集中竞价交易方式出售已回购股份结果暨股 份变动的公告 本公司董事会、全体董事及相关股东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： 证券代码：603039 证券简称：泛微网络 公告编号：2026-002 | 股东名称 | 上海泛微网络科技股份有限公司回购专用证券账户 | | --- | --- | | 出售计划首次披露日期 | 2025 年 12 月 5 日 | | 出售数量 | 2,544,250 股 | | 出售期间 | 2026 年 1 月 6 日～2026 年 1 月 30 日 | | 出售方式及对应出售数 量 | 集中竞价出售，2,544,250 股 | | 出售价格区间 | 55.00～71.81 元/股 | | 出售总金额 | 161,764,220.50 元 | | 出售完成情况 | 已完成 | | 出售比例 | 0.98% | | 原计划出售比例 | 不超过：0.98% | | 当前持股数量 | 0 股 | | 当前持股比例 | 0% | 二、出售计划的实施结果 (一)出售主体因以 ...

Group 1: Large Model + Code Intelligence Core - iFlyCode by iFLYTEK is the first domestic intelligent programming tool with voice interaction features, supporting code generation, explanation, bug correction, unit test generation, and intelligent Q&A across major programming languages [1][18] - StarRing Technology focuses on AI code generation for big data development, achieving over 90% accuracy in code generation and serving over 200 paying enterprise clients by 2025 [1][19] - Tuya Technology integrates NLP capabilities with AI programming solutions for government and financial sectors, enhancing system development efficiency and reducing maintenance costs [2][20] Group 2: IDE + AI Programming Tools Core - ZTE Information has developed SnapDevelop, an AI-assisted programming tool that increases software development efficiency by 2-3 times and supports multiple programming languages [3][22] - Wanjing Technology targets lightweight development scenarios with AI programming tools, significantly lowering the development barrier for small and medium enterprises [4][23] - CaiXun Co. provides AI programming solutions tailored for the financial sector, enhancing software development efficiency and compliance risk management [5][24] Group 3: Low-Code + AI Programming Integration - Puyuan Information integrates AI programming capabilities into its low-code development platform, improving enterprise application development efficiency by over 40% [7][24] - Jinxianda focuses on the electric power industry, utilizing a proprietary model to enhance development efficiency and customer advantages in AI programming and low-code applications [8][26] - Zhiyuan Interconnect's low-code platform has served over 10,000 enterprise clients, reducing development cycles by over 50% through AI programming capabilities [9][27] Group 4: Industry Solutions + AI Programming - Hengsheng Electronics has developed a low-code platform that integrates AI programming for the financial sector, improving development efficiency by over 60% [11][28] - Saiyi Information focuses on the manufacturing sector, providing AI programming tools that enhance software development efficiency by over 50% [12][29] - Keda Guochuang integrates AI programming into its software development for the electric power and government sectors, reducing development costs by approximately 30% [13][30] Group 5: Enterprise-Level AI Programming Solutions - New Jue Network combines AI programming with intelligent operation and maintenance services, achieving a customer repurchase rate of 83% in 2024 [15][31] - Yonyou Network integrates AI programming into its ERP systems, enhancing development efficiency by over 50% for various enterprise scenarios [16][32]

Group 1 - The core viewpoint of the news highlights the strong performance of certain Tencent Cloud concept stocks in the A-share market, driven by Tencent's announcement of a cash activity related to AI applications during its annual meeting [1] Group 2 - Stock performance details indicate that Ruijie Network saw a rise of 12.41%, with a total market value of 68.4 billion, and a year-to-date decline of 3.18% [2] - Century Hengtong increased by 6.97%, with a market capitalization of 3.892 billion, and a year-to-date increase of 17.62% [2] - Hongjing Technology rose by 5.82%, with a market value of 12.8 billion, and a year-to-date increase of 25.64% [2] - Keda Data and Deepin Technology both experienced increases of 3.30% and 3.10%, with market values of 33.1 billion and 72.5 billion respectively, and year-to-date increases of 15.63% and 49.73% [2] - Other stocks such as Donghua Software, Yunsai Zhili, Zhe Shu Culture, and Fanwei Network also showed positive performance, with varying increases and market capitalizations [2]

Market Performance - The software development sector increased by 1.04% on January 22, with Shenxinfu leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Top Gainers in Software Development Sector - Shenxinfu (300454) closed at 167.05, up 20.00% with a trading volume of 246,200 shares and a transaction value of 3.828 billion [1] - ST Lifang (300344) closed at 1.15, up 19.79% with a trading volume of 852,500 shares [1] - Jiuqi Software (002279) closed at 10.48, up 9.97% with a trading volume of 2,554,200 shares and a transaction value of 2.524 billion [1] - Other notable gainers include Lei Jianke (300935) up 7.60% and Qi Anxin (688561) up 4.58% [1] Market Capital Flow - The software development sector experienced a net outflow of 230 million from institutional investors, while retail investors saw a net inflow of 264 million [2] - Retail investors had a net outflow of 34.18 million [2] Individual Stock Capital Flow - Jiuqi Software (002279) had a net inflow of 301 million from institutional investors, while it faced a net outflow of 126 million from retail investors [3] - Shenxinfu (300454) saw a net inflow of 184 million from institutional investors but a net outflow of 45.1 million from retail investors [3] - Other stocks like Keda Guochuang (300520) and Wanxing Technology (300624) also showed significant net inflows from institutional investors [3]