证券代码：688078 证券简称：龙软科技 公告编号：2025-029 北京龙软科技股份有限公司 关于开展应收账款保理业务的公告 公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 北京龙软科技股份有限公司（以下简称"公司"）根据实际经营需要，与 从事商业保理业务的金融机构（以下简称"保理公司"）展开合作，就日常经营 活动中产生的部分应收账款开展有追索权/无追索权保理业务，保理金额累计不 超过人民币 4,000 万元或者其他等值货币。 本次交易未构成关联交易，也未构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 本次开展应收账款保理业务的标的为公司及控股子公司在日常经营活动中 产生的部分账龄在 3 年以上的应收款项。 三、 开展应收账款保理业务的主要内容 合作机构：商业保理业务的金融机构。 保理方式：保理公司受让公司及控股子公司在日常经营活动中产生的应收账 款，为公司提供有追索权/无追索权的保理业务服务。 保理金额：累计发生金额不超过人民币 4,000 万元或其他等值货币。 保理期限：在董事会审议通过之日 ...

公司监事会及全体监事保证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、准确性和完整性依法承担法律责任。 一、 监事会的召开情况 北京龙软科技股份有限公司（以下简称"公司"）第五届监事会第十五次会议（以下 简称"本次会议"）于 2025 年 8 月 18 日以现场会议方式召开，本次会议通知及相关材料 已于 2025 年 8 月 8 日以电子邮件方式送达公司全体监事。公司监事 3 人，实际出席监事 3 人。本次会议的召集、召开和表决程序符合《中华人民共和国公司法》（以下简称"《公 司法》"）等法律、法规、规范性文件和《北京龙软科技股份有限公司章程》（以下简称"《公 司章程》"）、《北京龙软科技股份有限公司监事会议事规则》的有关规定，会议形成的决议 合法、有效。 二、 监事会会议审议情况 经与会监事投票表决，审议通过了如下议案： （一）审议并通过《关于公司〈2025 年半年度报告〉及其摘要的议案》 经核查，监事会认为，公司《2025 年半年度报告》的编制和审议程序符合法律、法 规、《公司章程》等内部规章制度的规定；公司《2025 年半年度报告》的内容和格式符合 中国证监会和上海证券交易所 ...

证券代码：688078 证券简称：龙软科技 公告编号：2025-027 一、 董事会的召开情况 北京龙软科技股份有限公司（以下简称"公司"）第五届董事会第十七次会议（以下 简称"本次会议"）于 2025 年 8 月 18 日以现场会议方式召开，本次会议通知及相关材料 已于 2025 年 8 月 8 日以电子邮件方式送达公司全体董事。公司董事 7 人，实际出席董事 7 人。本次会议的召集、召开和表决程序符合《中华人民共和国公司法》（以下简称"《公 司法》"）等法律、法规、规范性文件和《北京龙软科技股份有限公司章程》（以下简称"《公 司章程》"）、《北京龙软科技股份有限公司董事会议事规则》的有关规定，会议形成的决议 合法、有效。 二、 董事会会议审议情况 经与会董事投票表决，审议通过了如下议案： 北京龙软科技股份有限公司 第五届董事会第十七次会议决议公告 公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 具体内容详见公司同日于上海证券交易所网站（www.sse.com.cn）披露的《北京龙软 科技股份有限公司 2025 年半年度报告 ...

北京龙软科技股份有限公司2025 年半年度报告 公司代码：688078 公司简称：龙软科技 北京龙软科技股份有限公司 2025 年半年度报告 1 / 197 北京龙软科技股份有限公司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、 重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本 报告第三节"管理层讨论与分析"。 三、 公司全体董事出席董事会会议。 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺，请投 资者注意投资风险。 九、 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 是 十、 是否存在违反规定决策程序对外提供担保的情况 否 十一、 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、准确性和完整性 否 十二、 其他 □适用 √不适用 2 / 197 四、 本 ...

龙软科技公告，2025年上半年营业收入8597.53万元，同比减少38.75%。净利润481.91万元，同比减少 86.43%。 ...

Investment Rating - The report maintains a "Buy" rating for the AI industry, indicating an expected investment return exceeding 15% over the next 6-12 months compared to the market benchmark index [6]. Core Insights - GPT-5 is expected to fully unleash OpenAI's commercialization potential, emphasizing practicality and productivity rather than solely pursuing technological breakthroughs. The model's enhanced capabilities, better cost-effectiveness, and lower hallucination rates are anticipated to improve user retention and revenue generation [1][20]. - Domestic AI products have demonstrated global competitiveness, with Chinese AI products accounting for approximately 10% of the total web traffic among the top 100 AI products globally [2][21]. - The share of application projects in domestic large model bidding continues to rise, with application projects making up about 59% of the total [3][31]. Summary by Sections GPT-5 Commercialization Potential - GPT-5's competitive pricing is set at $1.25 per million input tokens and $10 per million output tokens, significantly lower than competitors [8][10]. - The hallucination rate of GPT-5 has decreased significantly, making it more reliable for generating accurate long-form content [11][20]. - Efficiency in reasoning has improved, with GPT-5 achieving better performance in various tasks while reducing output token usage by 50-80% [13][14]. C-end Market Insights - In July, the total web traffic for the top 100 AI products reached 12.689 billion, with Chinese products generating 1.334 billion visits [2][21]. - Three Chinese AI products achieved an annual recurring revenue (ARR) exceeding $10 million, including Meitu's AirBrush-AI with $37.65 million [2][30]. B-end Market Insights - In July, 574 large model-related bidding projects were disclosed, amounting to 1.335 billion yuan, with application projects accounting for 59% of the total [3][31]. - The education sector led in the number of large model projects, followed by government, telecommunications, energy, and finance [37][38]. Investment Recommendations - Focus on companies that control C-end interaction entry points, such as Kingsoft Office and iFLYTEK, and B-end companies with rich customer bases and know-how, such as Hikvision and Yonyou Network [4][40]. - Emphasize the demand for independent third-party big data platforms, recommending companies like Puyuan Information and Star Ring Technology [4][40].

Core Insights - The article highlights the trend of net inflow of main funds into specific stocks, with 43 stocks experiencing a net inflow for five consecutive days or more as of August 13 [1] Group 1: Stocks with Continuous Net Inflow - Longsoft Technology has the longest streak of net inflow, with 10 consecutive days [1] - Dingyang Technology follows with 9 consecutive days of net inflow [1] - Dongshan Precision has the highest total net inflow amounting to 1.498 billion, over five days [1] - Taicheng Light ranks second with a net inflow of 839 million over the same period [1] Group 2: Net Inflow and Performance Metrics - The stock with the highest net inflow ratio is Luyang Energy, which has seen a 7.03% increase over the past five days [1] - The cumulative price change for Dongshan Precision is 14.45%, while Taicheng Light has increased by 14.92% [1] - Huicheng Environmental Protection has a cumulative increase of 18.94% over eight days of net inflow [1] Group 3: Additional Stocks with Notable Inflows - Other notable stocks include Pengding Technology with a net inflow of 568 million over six days and a price increase of 16.84% [1] - The stock Huayang Silver has a net inflow of 286 million over five days, with a slight decrease of 0.78% [1] - The stock with the lowest net inflow in the list is Shentong Technology, with 58 million over six days and a price increase of 27.27% [2]

沪深两市全天主力资金净流入100.20亿元，其中，科创板主力资金净流出20.87亿元，主力资金净流入的 有243只股，主力资金净流出的有344只股。 证券时报·数据宝统计显示，今日科创板个股上涨的有499只，涨停的有赛诺医疗、莱尔科技等2只，下 跌的有85只。 资金流向方面，今日主力资金净流入的科创板股共有243只，其中，10只个股主力资金净流入超5000万 元，东芯股份主力资金净流入1.86亿元，净流入资金居首；寒武纪、云从科技紧随其后，全天净流入资 金分别为1.38亿元、9916.17万元。主力资金净流出的有344只，净流出资金最多的是中芯国际，该股今 日上涨0.35%，全天主力资金净流出2.60亿元，其次是海光信息、芯原股份，主力资金净流出分别为 2.30亿元、2.22亿元。 从主力资金连续性进行观察，共有36只个股主力资金连续3个交易日以上持续净流入，连续流入天数最 多的是龙软科技，该股已连续8个交易日净流入；连续净流入天数较多的还有博瑞医药、鼎阳科技等， 主力资金分别连续流入7天、7天。主力资金连续流出的个股有140只，连续流出天数最多的是亿华通， 该股已连续18个交易日净流出；连续净流出天数较多的 ...

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 37.824 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 1.264 billion yuan [2] - A total of 243 stocks saw net inflows, while 345 stocks experienced net outflows [2] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 225 stocks rose, with two stocks, Sino Medical and Dongxin Technology, hitting the daily limit [2] - 358 stocks declined in value [2] Fund Flow Analysis - Among the stocks with net inflows, six had inflows exceeding 100 million yuan, with Dongxin Technology leading at 370.38 million yuan [3] - Other notable inflows included Han's Laser and Lianqi Technology, with net inflows of 282.55 million yuan and 256.33 million yuan, respectively [3] Continuous Fund Flow - There are 48 stocks that have seen continuous net inflows for more than three trading days, with Changguang Huaxin leading at nine consecutive days [3] - Conversely, 130 stocks have experienced continuous net outflows, with Yihua Tong showing the longest streak at 16 days [3] Top Net Inflows - The top stocks by net inflow include: - Dongxin Technology: 370.38 million yuan, 20% increase [3] - Han's Laser: 281.86 million yuan, 1.25% increase [3] - Lianqi Technology: 256.33 million yuan, 2.22% increase [3] - Other significant inflows were seen in stocks like Borui Pharmaceutical and Huahong Semiconductor [4] Stocks with Significant Outflows - The stock with the highest net outflow was Shijia Photon, with a net outflow of 206 million yuan and a decline of 2.27% [2] - Other notable outflows included Anhui Technology and Shenzhou Cell, with net outflows of 130 million yuan and 112 million yuan, respectively [2]

Group 1 - The company, LongRuan Technology, focuses on integrating artificial intelligence technology into coal mining operations, aiming to enhance safety and efficiency through intelligent monitoring and decision-making systems [2] - The first batch of demonstration mines for intelligent coal mining has mostly achieved intermediate levels of acceptance, with a focus on key areas and typical application scenarios for intelligent construction [3] - The company has improved its accounts receivable collection efforts and benefited from government policies supporting private enterprises, leading to better cash flow compared to previous years [4] Group 2 - LongRuan Technology does not plan to extend its business into hardware production, as there are already established suppliers for mining equipment; the company's core strengths remain in software solutions [5] - The chairman of LongRuan Technology expressed gratitude towards Peking University for its support over the years and emphasized the company's commitment to leveraging academic partnerships for innovation in mining intelligence [6] - The company's Q1 2025 financial report shows a revenue of 36.91 million yuan, a year-on-year decrease of 20.4%, and a net profit of 8.99 million yuan, down 26.14% from the previous year, with a debt ratio of 16.43% and a gross margin of 54.1% [6]