中国经济网北京8月21日讯税友股份（603171）(603171.SH)昨日晚间披露《关于股东权益变动触及5% 整数倍的提示性公告》。 具体来看，宁波思驰于2025年3月14日至2025年4月21日通过集中竞价、大宗交易减持8,135,232股，占公 司总股本的2.0000%；于2025年7月28日至2025年8月1日通过集中竞价减持2,145,400股，占公司总股本 的0.5274%；于2025年8月20日通过集中竞价减持356,300股，占公司总股本的0.0877%。合计减持 10,636,932股，根据减持期间股价均价计算，套现总金额约486,125,802.2元。 本次权益变动前，宁波思驰持有公司股份223,095,730股，占公司总股本的54.9646%；张镇潮持有公司 股份92,300,000股，占公司总股本的22.7402%。本次权益变动后，宁波思驰持有公司股份212,458,798 股，占公司总股本的52.2853%；张镇潮持有公司股份92,300,000股，占公司总股本的22.7147%。 2025年半年度报告显示，张镇潮直接持有公司22.69%股权，通过宁波思驰间接持有公司31.17%股权 ...

Core Viewpoint - TaxFriend Co., Ltd. is positioned as a leading provider of financial and tax information services in China, expected to benefit significantly from the deepening reforms in the financial and tax system, achieving growth through both government (G-end) and business (B-end) sectors, while the integration of AI with financial and tax services is anticipated to open up long-term growth opportunities [1] Financial Performance - In the first half of 2025, the company's intelligent financial and tax business generated revenue of 621 million yuan, reflecting a year-on-year growth of 11.95% [1] - The platform had 11.8 million active enterprise users, an increase of 10.28% from the beginning of the year, with 7.78 million paying enterprise users, up by 10.04% [1] AI Integration and Product Development - The company has achieved commercialization validation and sales across multiple scenarios through its AI-driven products and services, with the revenue from these offerings (including intelligent accounting and compliance consulting) accounting for 26.59% of the total sales revenue in the intelligent financial and tax business, an increase from approximately 20% reported in 2024 [1] - The "Xiyou" financial and tax domain model is being utilized to enhance the three-tier value system of financial and tax services, focusing on practical tax services, compliance tax advantages, and operational empowerment [1] Market Expansion - TaxFriend has entered the non-tax client market by being selected for the Ministry of Human Resources and Social Security's data governance service project, achieving breakthroughs in the digital government market related to comprehensive tax management and refined oil analysis and monitoring [1] - The company has established project collaborations in various regions, including Yunnan, Xinjiang, Guangxi, Zhejiang, and Shanghai [1]

Core Viewpoint - Taxfriend Co., Ltd. (603171) reported mixed financial results for the first half of 2025, with revenue growth but a significant decline in net profit, indicating potential challenges in profitability and cash flow management [1][2]. Financial Performance - Total revenue for the first half of 2025 reached 922 million yuan, a year-on-year increase of 13.25% compared to 814 million yuan in the same period of 2024 [1]. - Net profit attributable to shareholders was 71.01 million yuan, down 19.52% from 88.24 million yuan in the previous year [1]. - The gross margin decreased to 59.06%, a decline of 3.36% year-on-year, while the net margin fell to 7.71%, down 28.86% [1]. - Total operating expenses (selling, administrative, and financial) amounted to 254 million yuan, accounting for 27.5% of revenue, an increase of 12.21% year-on-year [1]. Cash Flow and Receivables - The company reported a significant increase in accounts receivable, which reached 267 million yuan, representing 237.34% of the net profit, indicating potential liquidity issues [1][6]. - The net cash flow from financing activities increased by 480.47%, attributed to the need for additional short-term working capital [2]. Investment Returns - The company's return on invested capital (ROIC) was reported at 3%, which is below the historical median of 14.71% since its listing [2][4]. - The average operating cash flow over the past three years was only 15.12% of current liabilities, raising concerns about cash flow sustainability [6]. Market Position and Fund Holdings - The company has attracted interest from several funds, with notable holdings from Huazhong Fund, which recently increased its stake [5]. - The most significant fund holding is the Huazhong Small and Medium Growth Mixed Fund, with a scale of 1.85 billion yuan and a recent net value decline of 0.6% [5].

税友股份8月20日股价报53.40元，较前一交易日下跌1.48%。当日成交量为61105手，成交金额达3.22亿 元。 8月20日，税友股份主力资金净流入1640.40万元，占流通市值的0.08%。近五日主力资金累计净流入 2340.34万元，占流通市值的0.11%。 风险提示：股市有风险，投资需谨慎。 税友股份属于互联网服务板块，主营业务为财税数字化服务。公司致力于为税务机关、纳税企业及财税 中介机构提供财税信息化服务。 8月19日晚间，税友股份发布2025年半年度报告。报告显示，公司上半年实现营业收入9.22亿元，同比 增长13.25%；归属于上市公司股东的净利润7101万元，同比下降19.52%；基本每股收益0.17元，同比减 少22.73%。 ...

Core Viewpoint - Taxfriend Co., Ltd. is positioned as a leading player in the financial and tax informationization sector, with a focus on AI product integration and rapid growth in data value services, leading to a "buy" rating from analysts [1][2]. Financial Performance - In the first half of 2025, the company achieved an operating revenue of 922 million yuan, representing a year-on-year growth of 13.25%. However, the net profit attributable to shareholders decreased by 19.52% to 71.01 million yuan [3]. - The updated profit forecasts for 2025-2027 are 212 million, 332 million, and 498 million yuan respectively, with corresponding EPS of 0.52, 0.82, and 1.22 yuan per share [2]. Business Segments - The B-end smart tax business generated 621 million yuan in revenue, up 11.95% year-on-year, with active enterprise users reaching 11.8 million, a growth of 10.28% from the beginning of the year. Paid enterprise users increased by 10.04% to 7.78 million [4]. - The G-end digital government business reported revenue of 300 million yuan, a 16.60% increase, with data value services contributing 91.02 million yuan, up 17% [5]. AI Integration and Future Prospects - AI-driven products and services accounted for 26.59% of the sales revenue in the smart tax business, an increase from approximately 20% in the 2024 annual report, indicating a growing trend in AI integration [4]. - The company is leveraging its "Xiyou" financial and tax domain model to enhance service capabilities across three value tiers: practical tax services, compliance tax optimization, and operational empowerment, suggesting promising future growth [4].

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Views - The company is a leading provider of financial and tax information services in China, expected to benefit from the deepening reforms in the financial and tax system, achieving growth through both G-end and B-end dual drivers. The integration of AI in financial and tax services is anticipated to open up long-term growth opportunities [5] Financial Performance Summary - In the first half of 2025, the company achieved operating revenue of 922 million yuan, a year-on-year increase of 13.25%, and a net profit attributable to shareholders of 71.01 million yuan, a year-on-year decrease of 19.52% [6] - The company's smart financial and tax business generated operating revenue of 621 million yuan in the first half of 2025, reflecting a year-on-year growth of 11.95%. The number of active enterprise users on the platform reached 11.8 million, a growth of 10.28% from the beginning of the year [7] - The G-end business showed signs of recovery, with digital government services generating operating revenue of 300 million yuan, a year-on-year increase of 16.60% [8] Earnings Forecast - The revised profit forecasts for 2025-2027 are 212 million, 332 million, and 498 million yuan respectively, with corresponding EPS of 0.52, 0.82, and 1.22 yuan per share. The current stock price corresponds to P/E ratios of 104.0, 66.4, and 44.3 times for the respective years [5][9] Revenue Breakdown - The revenue from data value services and products reached 91.02 million yuan, a year-on-year increase of 17%. The company has established five main product lines in the tax customer market, achieving rapid promotion [8]

证券代码：603171 证券简称：税友股份 公告编号：2025-037 税友软件集团股份有限公司 关于股东权益变动触及 5%整数倍的提示性公告 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： 本次权益变动为税友软件集团股份有限公司（以下简称"公司"）总股本 变动导致股东持股权益被动变化以及履行此前披露的减持股份计划所致，不触及 要约收购，不会使公司控股股东及实际控制人发生变化。 2、张镇潮 | 姓名 | 张镇潮 | | --- | --- | | 性别 | 男 | | 国籍 | 中国 | | 住所及通讯地址 | 浙江省杭州市滨江区西浦路 1015 号税友亿企赢大厦 | | 是否取得其他国家 或者地区的居留权 | 否 | （二）信息披露义务人权益变动情况 本次权益变动后，公司控股股东宁波思驰创业投资合伙企业（有限合伙） （以下简称"宁波思驰"）及其一致行动人张镇潮先生持有公司股份数量从 315,395,730 股减少至 304,758,798 股，持股比例由 77.7047%减少至 75.0000%， 适用变动触 ...

税友软件集团股份有限公司 简式权益变动报告书 上市公司名称：税友软件集团股份有限公司 股票上市地点：上海证券交易所 股票简称：税友股份 股票代码：603171 信息披露义务人信息 信息披露义务人一：宁波思驰创业投资合伙企业（有限合伙） 住所：浙江省宁波市北仑区大榭街道滨海南路 111 号西楼 A1028-1 室 （住所申报承诺试点区） 通讯地址：浙江省杭州市滨江区西浦路 1015 号税友亿企赢大厦 信息披露义务人二：张镇潮 住所：浙江省杭州市滨江区西浦路 1015 号税友亿企赢大厦 通讯地址：浙江省杭州市滨江区西浦路 1015 号税友亿企赢大厦 股份变动性质：股份减少（因上市公司总股本变动及主动减持综合导致持股 比例减少，合计拥有权益的股份触及 5%整数倍） 签署日期：2025 年 8 月 20 日 | | | 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称为"《证券 法》"）、《上市公司收购管理办法》（以下简称"《收购管理办法》"）、《证 券期货法律适用意见第 19 号——第十三条、第十四条的适用意见》（以下简称 "《适用意见》"）《公开发行证券的公司信息披露内容与格式准则第 ...

（文章来源：证券日报） 证券日报网讯 8月19日晚间，税友股份发布公告称，2025年半年度公司实现营业收入922，413，997.80 元，同比增长13.25%；归属于上市公司股东的净利润为71，013，581.35元，同比下降19.52%。 ...

税友股份（SH 603171，收盘价：54.2元）8月19日晚间发布半年度业绩报告称，2025年上半年营业收入 约9.22亿元，同比增加13.25%；归属于上市公司股东的净利润约7101万元，同比减少19.52%；基本每股 收益0.17元，同比减少22.73%。 （文章来源：每日经济新闻） ...