Investment Rating - The report upgrades the investment rating of the company to "Strong Buy" [2][12]. Core Viewpoints - The company is positioned as a leader in the domestic CAD software market, focusing on an All-in-One CAx strategy to enhance its product offerings and market share [7][17]. - The CAD market in China is experiencing rapid growth, driven by the digital transformation of the manufacturing industry and strong policy support for domestic alternatives [8][13]. - The company has a robust competitive advantage due to its proprietary technology and comprehensive product matrix, which includes 2D CAD, 3D CAD, CAE, and CAM solutions [11][12]. Financial Summary - Projected total revenue for 2024A is 888 million, with a year-on-year growth rate of 7.3% [3]. - Expected net profit attributable to shareholders for 2024A is 64 million, reflecting a growth rate of 4.2% [3]. - The company anticipates revenue growth of 15.6%, 16.7%, and 17.3% for the years 2025E, 2026E, and 2027E, respectively [12]. Business Overview - The company has a complete product line in CAD/CAE/CAM and has successfully penetrated international markets, selling products in over 90 countries [17]. - The 2D CAD segment accounted for 47% of revenue in 2024, while 3D CAD contributed 24% [7][12]. - The company is actively investing in educational products to cultivate user habits and expand its market reach [23][24]. Market Dynamics - The CAD market in China grew from 1.3 billion in 2016 to 5.48 billion in 2023, with a CAGR of 22.82% [13]. - The market is still dominated by three major international players, but domestic companies are gaining ground due to national policies promoting self-sufficiency [13][49]. - The company holds a market share of 9.6% in the overall CAD market and 4.4% in the 3D CAD segment, ranking fourth among competitors [7][13]. Strategic Initiatives - The company is focusing on enhancing its product capabilities and expanding its global distribution network to drive future growth [12][29]. - The All-in-One CAx strategy aims to integrate design, simulation, and manufacturing processes, creating a cohesive platform that increases customer loyalty [11][12]. - The company plans to continue its overseas localization strategy to optimize its global marketing efforts [12][29].

1 证券代码：688083 证券简称：中望软件 广州中望龙腾软件股份有限公司 2025年第一次临时股东大会 会议资料 二零二五年七月 | 2025 | 年第一次临时股东大会会议资料目录 | 2 | | --- | --- | --- | | 2025 | 年第一次临时股东大会会议须知 | 3 | | 2025 | 年第一次临时股东大会会议议程 | 5 | | 2025 | 年第一次临时股东大会会议议案 | 7 | | | 议案二 关于制定、修订及废止公司部分治理制度的议案 8 | | 广州中望龙腾软件股份有限公司 2025 年第一次临时股东大会会议须知 为保障广州中望龙腾软件股份有限公司（下称"公司"）全体股东的合法权益， 维护股东大会的正常秩序，保证股东大会的议事效率，确保本次股东大会如期、顺 利召开，根据《中华人民共和国公司法》（以下简称《公司法》）《中华人民共和 国证券法》（以下简称《证券法》）以及《广州中望龙腾软件股份有限公司章程》 （以下简称《公司章程》）《广州中望龙腾软件股份有限公司股东大会议事规则》 等相关规定，特制定2025年第一次临时股东大会须知。 一、股东大会设会务组，由公司董事会秘书负责 ...

公司公告汇总 截至2025年7月17日收盘，中望软件(688083)报收于64.36元，上涨4.06%，换手率1.72%，成交量2.92万 手，成交额1.86亿元。 当日关注点 交易信息汇总 7月17日，中望软件的资金流向如下：主力资金净流入257.75万元，占总成交额1.39%；游资资金净流出 1261.58万元，占总成交额6.79%；散户资金净流入1003.83万元，占总成交额5.41%。 广州中望龙腾软件股份有限公司发布了关于获得政府补助的公告，主要内容包括：一、获得补助的基本 情况公司于近日收到政府补助款项共计人民币2,800.00万元，为与收益相关的政府补助。二、补助的类 型及其对上市公司的影响根据《企业会计准则第16号——政府补助》的有关规定，公司确认上述事项并 划分政府补助类型。实际获得的政府补助未经审计，最终的会计处理以及对公司损益的影响情况仍须以 审计机构年度审计确认后的结果为准。公司董事会及全体董事保证公告内容不存在虚假记载、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。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备31010434571030 ...

天德钰：上半年净利润12.08亿元 同比增长43.35% 7月16日晚，天德钰（688252）发布2025年半年度业绩快报，公司上半年实现营业收入12.08亿元，同比 增长43.35%；实现归属于上市公司股东的净利润1.52亿元，同比增长50.89%。 资料显示，天德钰成立于2010年11月，主营业务是移动智能终端领域的整合型单芯片研发、设计、销 售。 所属行业：电子–半导体–数字芯片设计 福莱新材：股东拟减持不超过1.33%公司股份 7月16日晚，福莱新材（605488）发布公告称，股东嘉兴市进取企业管理合伙企业（有限合伙）计划通 过集中竞价及大宗交易方式减持不超过376.25万股公司股份，占公司总股本的1.33%。减持期间为2025 年8月7日至2025年11月6日。减持原因系股东个人资金需求。 资料显示，福莱新材成立于2009年6月，主营业务是功能性涂布复合材料的研发、生产、销售。 所属行业：基础化工–塑料–膜材料 金帝股份：签订不低于15亿元工业项目投资合同 7月16日晚，金帝股份（603270）发布公告称，公司拟使用自有或自筹资金向海南金海慧投资有限公司 增资，增资完成后，由金海慧在重庆设立子公司博 ...

证券代码：688083 证券简称：中望软件 公告编号：2025-037 广州中望龙腾软件股份有限公司 关于获得政府补助的公告 本公司董事会及全体董事保证本公告内容不存在虚假记载、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、获得补助的基本情况 广州中望龙腾软件股份有限公司（以下简称"公司"）于近日收到政府补助 款项共计人民币 2,800.00 万元，为与收益相关的政府补助。 二、补助的类型及其对上市公司的影响 公司根据《企业会计准则第 16 号——政府补助》的有关规定，确认上述事 项并划分政府补助类型。上述实际获得的政府补助未经审计，最终的会计处理以 及对公司损益的影响情况仍须以审计机构年度审计确认后的结果为准。敬请广大 投资者注意投资风险。 特此公告。 广州中望龙腾软件股份有限公司董事会 2025 年 7 月 17 日 ...

Core Viewpoint - The company has announced a share repurchase plan with a total expected amount between 30 million and 50 million RMB, aimed at employee stock ownership plans or equity incentives, with a maximum repurchase price set at 60.45 RMB per share [1][2]. Summary by Sections Share Repurchase Plan - The company approved a share repurchase plan on July 15, 2024, allowing for a total repurchase amount between 30 million and 50 million RMB, with a maximum price of 85 RMB per share [1]. - The repurchase period is from July 16, 2024, to July 15, 2025 [1]. Implementation Status - The company completed its share repurchase plan by July 15, 2025, having repurchased a total of 379,805 shares, which is 0.224% of the total share capital of 169,584,547 shares [3]. - The highest repurchase price was 84.90 RMB per share, while the lowest was 61.48 RMB per share, with an average price of 80.81 RMB per share, totaling 30,691,374.68 RMB spent [3]. Compliance and Impact - The execution of the repurchase plan aligns with the originally disclosed plan, and it will not significantly impact the company's daily operations, financial status, or future development [3]. - The repurchased shares will be used for employee stock ownership plans or equity incentives, and if not utilized within three years, the company will proceed with capital reduction procedures [4]. Shareholder Transactions - During the repurchase period, there were no stock transactions by the company's directors, supervisors, major shareholders, or actual controllers [4]. Share Structure Changes - The total number of shares before and after the repurchase remains unchanged at 169,584,547 shares, with the repurchased shares held in a special account without voting rights or profit distribution rights [4].

证券代码：688083 证券简称：中望软件 公告编号：2025-036 广州中望龙腾软件股份有限公司 （四）本次股份回购不会对公司的日常经营、财务状况和未来发展产生重大 影响。本次股份回购完成后，不会导致公司控制权发生变化，回购后公司股权分 布情况符合上市条件，不会影响公司的上市地位。 关于股份回购实施结果暨股份变动的公告 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： | 回购方案首次披露日 | 2024/7/16，由公司实际控制人、董事长杜玉林先 | | | | | | --- | --- | --- | --- | --- | --- | | | 生提议 | | | | | | 回购方案实施期限 | 年 月 年 月 2024 7 | 7 | 16 | 日~2025 | 日 15 | | 预计回购金额 | 3,000万元~5,000万元 | | | | | | 回购价格上限 | 60.45元/股 | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | ...

Investment Rating - The report maintains a positive outlook on the computer industry for Q2 2025, indicating an expected improvement in performance [2][4]. Core Insights - The report predicts a gradual recovery in industry profits starting from Q2 2025, with revenue growth rates of 5% and 21% for Q4 2024 and Q1 2025 respectively, and net profit growth rates of -68% and 82% [4][5]. - A total of 55 tracked A-share and Hong Kong-listed computer companies are analyzed, with 13 companies expected to achieve over 50% net profit growth, representing 23.6% of the sample [4][5]. - The report identifies key investment targets across various segments, including AIGC, digital economy leaders, and data innovation [4][5]. Summary by Category Company Performance Predictions - Companies with over 50% net profit growth include: - Jinzheng Co. (4493%) - Zhongke Chuangda (333%) - Zhina Zhen (313%) - Kalait (265%) - Hengsheng Electronics (233%) [4][5][6]. - Companies with 30%-50% net profit growth include: - Dameng Data (48%) - Fanwei Network (39%) - New Point Software (38%) [4][5][6]. - Companies with 0%-30% net profit growth include: - Dongfang Caifu (27%) - Haiguang Information (27%) - Desai Xiwai (27%) [4][5][6]. - Companies with -30% to 0% net profit growth include: - Weining Health (-4%) - Nova Star Cloud (-11%) [4][5][6]. - Companies with less than -30% net profit growth include: - Qiming Star (-30%) - Top Point Software (-36%) [4][5][6]. Key Investment Targets - AIGC Segment: Jinshan Office, Wanxing Technology, Daotong Technology, Hongsoft Technology, and others [4]. - Digital Economy Leaders: Hikvision, Jinshan Office, Hengsheng Electronics, and others [4]. - Data Innovation: Haiguang Information, Ruantong Power, Suocheng Technology, and others [4]. - AIGC Computing Power: Langchao Information, Haiguang Information, and others [4].

Group 1 - The company held its 12th meeting of the 6th Supervisory Board on July 11, 2025, with all three supervisors present, complying with relevant laws and regulations [1][2] - The meeting discussed a proposal to cancel the Supervisory Board, change the registered capital and address, and amend the Articles of Association, resulting in an increase in registered capital from "121,303,799.00 yuan" to "169,584,547.00 yuan" due to the capital reserve conversion into share capital [1][2] - The company plans to cancel the Supervisory Board and transfer its responsibilities to the Audit Committee of the Board of Directors, with the proposal requiring approval from the shareholders' meeting [2]

广州中望龙腾软件股份有限公司（以下简称"公司"）拟于 2025 年 7 月 28 日 14:30 召开 2025 年第一次临时股东大会，本次会议采用现场投票和网络投票相结合的表决方 式，详见公司于 2025 年 7 月 12 日在上海证券交易所网站（www.sse.com.cn）披露的公 司《关于召开 2025 年第一次临时股东大会的通知》（公告编号：2025-034）。 为更好地服务广大中小投资者，确保有投票意愿的中小投资者能够及时参会、及 时投票，公司拟使用上证所信息网络有限公司（以下简称"上证信息"）提供的股东 大会提醒服务，委托上证信息通过智能短信等形式，根据股权登记日的股东名册主动 提醒股东参会投票，向每一位投资者主动推送股东大会参会邀请、议案情况等信息。 投资者在收到智能短信后，可根据《上市公司股东会网络投票一键通服务用户使用手 册》（下载链接：https://vote.sseinfo.com/i/yjt_help.pdf）的提示步骤直接投票，如遇拥 堵等情况，仍可通过原有的交易系统投票平台和互联网投票平台进行投票。 证券代码：688083 证券简称：中望软件 公告编号：2025-035 广州中望 ...