股东减持股份结果公告 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： 上述减持主体无一致行动人。 1 证券代码：603927 证券简称：中科软 公告编号：2025-025 中科软科技股份有限公司 √是 □否 □未达到 √已达到 （5）是否提前终止减持计划 □是 √否 特此公告。 中科软科技股份有限公司 董事会 一、减持主体减持前基本情况 股东名称 北京科软创源软件技术有限公司 股东身份 控股股东、实控人及一致行动人 √是 □否 直接持股 5%以上股东 √是 □否 董事、监事和高级管理人员 □是 √否 其他：不适用 持股数量 194,847,206股 持股比例 23.45% 当前持股股份来源 IPO 前取得：99,411,840股 其他方式（上市后资本公积金转增）取得：95,435,366股 大股东持股的基本情况：截至本公告披露日，中科软科技股份有 限公司（以下简称"公司"）股东北京科软创源软件技术有限公司 （以下简称"科软创源"）持有公司无限售条件流通股178,226,406 股，约占公司股份总数的 ...

Group 1 - The core point of the article is that Zhongke Soft (603927.SH) announced the completion of a share reduction plan by its shareholder, Kesoft Chuangyuan, as of July 30, 2025 [1] - Kesoft Chuangyuan reduced a total of 16.6208 million shares, accounting for 2% of the company's total shares [1] - The reduction included 8.3104 million shares sold through centralized bidding, representing 1% of the total shares, and another 8.3104 million shares sold through block trading, also representing 1% of the total shares [1]

Core Viewpoint - The company Beijing Kesoft Chuangyuan Software Technology Co., Ltd. has completed a share reduction plan, selling a total of 16.62 million shares, which represents 2% of the company's total shares [1] Summary by Relevant Sections - **Share Reduction Details** - The company reduced its holdings by 8.31 million shares through centralized bidding and another 8.31 million shares through block trading, totaling 16.62 million shares [1] - The reduction price ranged from 17.51 to 21.15 yuan per share, with a total transaction amount of 315 million yuan [1] - **Post-Reduction Holdings** - After the share reduction, the company holds 178 million shares, which corresponds to a 21.45% ownership stake in the company [1]

Group 1 - The core viewpoint of the articles indicates that Zhongke Soft (603927) has experienced a decline in stock price and financial performance, with a notable net outflow of funds on the trading day [1][3] - As of July 29, 2025, Zhongke Soft's stock closed at 20.09 yuan, down 0.1%, with a trading volume of 127,500 hands and a transaction amount of 254 million yuan [1] - The company's latest quarterly report shows total revenue of 1.235 billion yuan, a year-on-year decrease of 4.08%, and a net profit attributable to shareholders of 16.2367 million yuan, down 162.74% year-on-year [1] Group 2 - Zhongke Soft has made investments in 17 companies and participated in 5,000 bidding projects, indicating active engagement in business development [2] - The company holds 8 trademark registrations and 36 patents, reflecting its focus on intellectual property [2] - Zhongke Soft has 8 administrative licenses, which may enhance its operational capabilities [2]

重要内容提示： | 权益变动方向 | 比例增加□ | 比例减少☑ | | --- | --- | --- | | 权益变动前合计比例 | 22.69% | | | 权益变动后合计比例 | 21.87% | | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ | 否☑ | | 是否触发强制要约收购义务 | 是□ | 否☑ | 一、 信息披露义务人及其一致行动人的基本信息 1、身份类别 证券代码：603927 证券简称：中科软 公告编号：2025-024 中科软科技股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性公告 北京科软创源软件技术有限公司保证向本公司提供的信息真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一 致。 2、本次权益变动不触及要约收购，不会导致公司控股股东 和实际控制人发生变化，不涉及信息披露义务人披露权益变动报 告书。 3、公司将持续关注信息披露义务人减持计划的进展情况， 根据相关规定及时履行信息披露义务。 特此公告。 投资者及其一致行动人的 身份 ☑控股股东/实际控制人及其一致行动人 □其他 5 ...

Summary of Key Points Core Viewpoint - The A-share market experienced significant block trading activity on July 21, with a total transaction volume of 1.717 billion yuan across 75 stocks, indicating notable investor interest in specific companies [1]. Group 1: Trading Activity - A total of 75 stocks had block trades, with a total transaction value of 1.717 billion yuan [1]. - The top three stocks by transaction value were SAIC Motor Group (1.57 billion yuan), Tianwei Food (1.55 billion yuan), and Sifang Co., Ltd. (1.07 billion yuan) [1]. Group 2: Pricing Trends - Among the stocks traded, 10 stocks were sold at par value, 5 at a premium, and 60 at a discount [1]. - The stocks with the highest premium rates were Jiangsu Shentong (2.64%), Jindi Group (1.83%), and Minsheng Bank (1.11%) [1]. - The stocks with the highest discount rates were Langke Intelligent (27.09%), Energy Iron Han (25.78%), and Betta Pharmaceuticals (22.86%) [1]. Group 3: Institutional Trading - The top stocks by institutional buying were SAIC Motor Group (1.57 billion yuan), XCMG Machinery (1.04 billion yuan), and Milky Way (77.6 million yuan) [2]. - The top stocks by institutional selling included North Copper Industry (30.9 million yuan), Jindi Group (15.9 million yuan), and New Strong Link (3.5 million yuan) [2].

Core Viewpoint - The cross-border payment (CIPS) concept has shown a significant increase of 2.36%, ranking fifth among concept sectors, with notable stocks experiencing substantial gains [1][2]. Group 1: Market Performance - As of July 7, the CIPS concept saw 51 stocks rise, with Zhongyi Technology hitting a 20% limit up, followed by Xunxing Co., Shiji Information, and Jingbeifang also reaching their limit up [1]. - The top gainers in the CIPS sector included Huafeng Superfiber, New Guodu, and Lakala, which increased by 10.66%, 7.43%, and 4.33% respectively [1]. - Conversely, the biggest losers were *ST Tianyu, *ST Rindong, and Zhongke Software, which fell by 3.39%, 2.63%, and 1.70% respectively [1]. Group 2: Capital Inflow - The CIPS concept attracted a net inflow of 2.052 billion yuan, with 33 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflow [2]. - Qingdao Jinwang led the net inflow with 680 million yuan, followed by China Merchants Bank, Zhongyi Technology, and Ping An Bank with net inflows of 303 million yuan, 265 million yuan, and 246 million yuan respectively [2]. - The top stocks by net inflow ratio included Qingdao Jinwang at 44.37%, Zhongyi Technology at 20.32%, and Shiji Information at 19.96% [3].

Group 1 - The core point of the announcement is the change in equity ownership of Beijing Kesoft Chuangyuan Software Technology Co., Ltd., which has decreased its stake in Zhongke Soft Technology Co., Ltd. from 23.45% to 22.69% [1] - The equity change was executed through centralized bidding and block trading on July 2 and July 3, 2025, respectively [1] - The change in equity does not violate any previously made commitments or plans, and it does not trigger mandatory tender offer obligations [1] Group 2 - The announcement confirms that the equity change is consistent with the previously disclosed reduction plan, which was announced on June 9, 2025 [1] - As of the date of the announcement, the reduction plan has not been fully executed [1] - There are no changes in the actual controller of the company, and the disclosure obligations have been fulfilled in accordance with relevant regulations [1]

证券代码：603927 证券简称：中科软 公告编号：2025-023 | 权益变动方向 | 比例增加□ | 比例减少☑ | | --- | --- | --- | | 权益变动前合计比例 | 23.45% | | | 权益变动后合计比例 | 22.69% | | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ | 否☑ | | 是否触发强制要约收购义务 | 是□ | 否☑ | 一、 信息披露义务人及其一致行动人的基本信息 中科软科技股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性公告 北京科软创源软件技术有限公司保证向本公司提供的信息真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一 致。 重要内容提示： 1、身份类别 投资者及其一致行动人的 身份 ☑控股股东/实际控制人及其一致行动人 □其他 5%以上大股东及其一致行动人 □合并口径第一大股东及其一致行动人（仅适用于无控股股东、 实际控制人） □其他______________（请注明） 2、信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一 ...

Industry Rating - The industry rating is maintained at "Outperform" [1] Core Insights - The report suggests that the years 2025-2026 are expected to mark the commercialization of AI Agents, driven by advancements in large model capabilities and the introduction of key players like OpenAI, Anthropic, Microsoft, and Google [2][3] - The total addressable market (TAM) for AI Agents is estimated at approximately 3.61 trillion yuan, with significant opportunities in vertical industries such as IT and finance [2][3] - AI Agents are projected to replace specific standardized roles in various sectors, with a focus on enhancing productivity and ROI for businesses [3][48] Summary by Sections Investment Rating - The report maintains a rating of "Outperform" for the industry [1] Market Potential - The total addressable market (TAM) for AI Agents is estimated at 3.61 trillion yuan, calculated based on total salary levels, replacement rates, and efficiency optimization [50][54] - The report highlights six core scenarios where AI Agents are expected to penetrate first, including coding, banking, human resources, legal, cybersecurity, and customer service [61][62] Key Industry Insights - AI Agents are anticipated to significantly impact the banking sector, with 54% of jobs having a high potential for automation, leading to an estimated TAM of 1774.32 billion yuan in this field [71][77] - In the coding sector, AI is expected to automate up to 99% of coding tasks by the end of 2025, with a TAM of approximately 4357.84 billion yuan [63][68] - The report emphasizes that AI Agents will first replace roles in high-salary, white-collar industries such as finance, IT, and law, where the ROI for AI implementation is more favorable [55][57] Company Recommendations - The report suggests monitoring companies involved in general office applications and enterprise SaaS, as well as those in vertical markets like banking, human resources, and cybersecurity [3][4]