Group 1 - The core viewpoint of the news is that Zhongke Soft (603927) has experienced a decline in stock price and financial performance, indicating potential challenges ahead for the company [1][3] - As of August 19, 2025, Zhongke Soft's stock closed at 20.59 yuan, down 0.48%, with a turnover rate of 2.03% and a trading volume of 168,500 hands, amounting to a transaction value of 348 million yuan [1] - The company reported a total operating revenue of 1.235 billion yuan for Q1 2025, 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, showcasing its active engagement in the market [2] - The company holds 8 trademark registrations and 39 patents, indicating a focus on intellectual property development [2] - Zhongke Soft has 8 administrative licenses, reflecting its compliance and operational capabilities within the industry [2]

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index at 3677.06 points, down by 0.17%, while the total trading volume reached 1,893.89 billion yuan, indicating a mixed performance among stocks breaking through the annual line [1] Group 1: Market Performance - As of 13:59 today, the Shanghai Composite Index is at 3677.06 points, with a decrease of 0.17% [1] - The total trading volume of A-shares today is 1,893.89 billion yuan [1] Group 2: Stocks Breaking Through Annual Line - A total of 16 A-shares have surpassed the annual line today, with notable stocks including *ST Xin Yuan, *ST Hua Rong, and Meihao Medical, showing significant deviation rates of 5.64%, 4.40%, and 2.63% respectively [1] - Stocks with smaller deviation rates that have just crossed the annual line include Zhongke Ruankai, Tianwei Food, and Yongzhen Co., with minimal deviation percentages [1] Group 3: Deviation Rate Rankings - The top three stocks with the highest deviation rates are: - *ST Xin Yuan: 12.87% increase, 14.89% turnover rate, annual line at 6.06 yuan, latest price at 6.40 yuan, deviation rate of 5.64% [1] - *ST Hua Rong: 4.94% increase, 0.45% turnover rate, annual line at 7.12 yuan, latest price at 7.43 yuan, deviation rate of 4.40% [1] - Meihao Medical: 2.76% increase, 12.60% turnover rate, annual line at 20.34 yuan, latest price at 20.88 yuan, deviation rate of 2.63% [1]

证券时报·数据宝统计，截至今日上午收盘，上证综指3686.34点，收于年线之上，涨跌幅为0.56%，A股 总成交额为13282.77亿元。到目前为止，今日有29只A股价格突破了年线，其中乖离率较大的个股有华 峰铝业、沪硅产业、浙江鼎力等，乖离率分别为3.18%、2.23%、2.21%；中青旅、佛燃能源、中科软等 个股乖离率较小，刚刚站上年线。 | 001323 | 慕思股 | 0.37 | 0.50 | 32.07 | 32.17 | 0.30 | | --- | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | | 002456 | 欧菲光 | 0.77 | 1.83 | 11.80 | 11.83 | 0.29 | | 603960 | 克来机 电 | 0.30 | 1.35 | 19.76 | 19.81 | 0.26 | | 002423 | 中粮资 本 | 0.80 | 0.82 | 12.52 | 12.55 | 0.20 | | 601098 | 中南传 媒 | 0.39 | 0.20 | 12.98 | 13.00 | 0.17 | | ...

Investment Rating - The industry investment rating is optimistic [1] Core Insights - The financial IT sector shows significant elasticity during the initial stages of a bull market, with notable price increases and valuation expansions [3] - The combination of technology and finance attributes leads to a "Davis Double Play" effect during bull markets, particularly highlighted in 2015 [4] - Current advancements in AI and new business developments are expected to drive further growth in the financial IT sector [5] Summary by Sections 2014-2015: Liquidity Explosion, Financial Technology Leads - The bull market from 2014 to 2015 was driven by ample liquidity and the rise of mobile internet, leading to significant gains in financial technology stocks [15][19] - Financial technology stocks experienced substantial price increases, with some stocks seeing gains close to 450% compared to mid-2014 levels [4] - The financial IT sector benefited from increased investor participation and software usage during the bull market [33] 2016-2018: Structural Bull Market, Varied Performance in Financial Technology - The period from 2016 to 2018 was characterized by a structural bull market influenced by supply-side reforms and foreign capital inflows [43] - Financial technology stocks underperformed compared to the broader market during this period, primarily due to high valuations and changing market preferences [46][52] - The financial IT sector faced challenges as the market shifted focus towards blue-chip and consumer stocks, leading to a decline in growth stocks [56] 2019-2021: Core Assets Drive Structural Bull Market - The financial technology sector saw a resurgence from 2019 to 2021, driven by global liquidity and domestic industrial upgrades [70] - The introduction of the Sci-Tech Innovation Board in 2019 significantly boosted the financial technology sector, with strong performance noted in various market phases [76][81] - Financial technology stocks outperformed the market during key periods, reflecting the sector's recovery and growth potential [82]

Core Viewpoint - Zhongke Soft's stock price has increased by 1.30% to 20.32 yuan, indicating positive market sentiment and trading activity [1] Company Overview - Zhongke Soft is a leading provider of industry application software and solutions in China, primarily serving sectors such as insurance, government, healthcare, and transportation [1] - The company has a strong foundation in software development, with business operations spanning financial technology and healthcare information technology [1] Recent Developments - The company disclosed on its investor interaction platform that it possesses relevant technical reserves for China's Cross-Border Interbank Payment System (CIPS) and has previously provided technical services for payment systems to regulatory authorities [1] - In the healthcare sector, Zhongke Soft has successfully implemented AI technology in various applications, including intelligent identification of tuberculosis and smart customer service for vaccine administration [1] Market Activity - As of August 6, data shows that the main capital outflow from Zhongke Soft amounted to 52.77 thousand yuan, with a cumulative net outflow of 3,507.72 thousand yuan over the past five days [1]

中科软（603927.SH）8月5日在投资者互动平台表示，公司拥有中国跨境支付系统（CIPS）的相关技术 储备，曾为某监管机构提供支付系统CCPC及CIPS相关的技术服务。截至目前，相关业务占公司营业收 入比重很小。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：你好，公司在跨境支付领域目前有没有具体落地的应 用场景？ ...

通过天眼查大数据分析，中科软科技股份有限公司共对外投资了17家企业，参与招投标项目5000次，知 识产权方面有商标信息8条，专利信息37条，此外企业还拥有行政许可8个。 来源：金融界 金融界消息 截至2025年8月5日收盘，中科软（603927）报收于20.06元，上涨0.15%，换手率1.02%，成 交量8.47万手，成交金额1.69亿元。 天眼查商业履历信息显示，中科软科技股份有限公司，成立于1996年，位于北京市，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83104万人民币，实缴资本83104万人民币。公司法定代表 人为左春。 资金流向方面，今日主力资金净流出1323.58万元，占比成交额7.81%。其中，超大单净流出54.40万 元、占成交额0.32%，大单净流出1269.18万元、占成交额7.49%，中单净流出流入641.94万元、占成交 额3.79%，小单净流入681.64万元、占成交额4.02%。 中科软最新一期业绩显示，截至2025一季报，公司营业总收入12.35亿元、同比减少4.08%，归属净利润 1623.67万元，同比减少162.74%，扣非净利润1693.41万元，同比 ...

格隆汇8月5日丨中科软(603927.SH)在投资者互动平台表示，公司在医疗卫生领域的部分场景具有AI的 应用落地，例如基于多模态AI的肺结核智能识别与风险预测、疫苗接种场景的智能客服、针对基层预 防接种工作人员的智能培训学习等多项场景。 ...

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index at 3590.38 points, down 0.70%, while the total trading volume reached 1,525.045 billion yuan, indicating a mixed performance among stocks breaking through the annual line [1] Summary by Category Market Performance - The Shanghai Composite Index is currently at 3590.38 points, with a decline of 0.70% [1] - Total trading volume in the A-share market is 1,525.045 billion yuan [1] Stocks Breaking Through Annual Line - A total of 14 A-shares have surpassed the annual line today, with notable stocks including: - Jingjiawei (300474) with a deviation rate of 3.17%, closing at 80.46 yuan after a rise of 4.14% [1] - Zhuhai Zhongfu (000659) with a deviation rate of 3.15%, closing at 2.85 yuan after a rise of 3.64% [1] - Zhenjiang Co. (603507) with a deviation rate of 2.51%, closing at 24.54 yuan after a rise of 4.38% [1] Deviation Rates of Selected Stocks - Stocks with higher deviation rates include: - Jingjiawei (3.17%), Zhuhai Zhongfu (3.15%), and Zhenjiang Co. (2.51%) [1] - Stocks with lower deviation rates include: - Datang Telecom (600198) with a deviation rate of 0.07% and closing price of 8.52 yuan [1] - Zhongke Software (603927) with a deviation rate of 0.17% and closing price of 20.07 yuan [1]

Core Points - The Shanghai Composite Index closed at 3591.26 points, above the annual line, with a decline of 0.68% [1] - The total trading volume of A-shares reached 1,157.801 billion yuan [1] - A total of 22 A-shares have surpassed the annual line today, with notable stocks including Zhuhai Zhongfu, Zhenjiang Co., and Kunlun Wanwei, showing significant deviation rates [1] Summary by Category Stock Performance - Zhuhai Zhongfu (000659) increased by 4.36% with a deviation rate of 3.87% [1] - Zhenjiang Co. (603507) rose by 5.10% with a deviation rate of 3.22% [1] - Kunlun Wanwei (300418) gained 4.99% with a deviation rate of 2.74% [1] Trading Metrics - The trading turnover rate for Zhenjiang Co. was 11.22%, while Zhuhai Zhongfu had a turnover rate of 5.01% [1] - The latest price for Zhuhai Zhongfu was 2.87 yuan, while Zhenjiang Co. was at 24.71 yuan [1] Additional Stocks - Other stocks that recently crossed the annual line include Bosi Software (300525) with a deviation rate of 2.40% and Unisplendour (000938) with a deviation rate of 1.66% [1] - Stocks with smaller deviation rates include Zhongke Software (603927) at 0.12% and Baiyunshan (600332) at 0.17% [2]