Core Viewpoint - The trading volume of Zhongwang Software reached 1 billion CNY, marking the highest level since March 16, 2021, with the latest stock price increasing by 1.28% and a turnover rate of 6.24% [2] Company Overview - Guangzhou Zhongwang Longteng Software Co., Ltd. was established on August 24, 1998, with a registered capital of 1.69584547 billion CNY [2]

Investment Rating - The report maintains a "Buy" rating for the computer industry in China, indicating a positive outlook for the sector [6]. Core Insights - The U.S. plans to impose export controls on "critical software," which includes both foundational and industrial software, highlighting its strategic importance in the ongoing U.S.-China technological competition [9]. - The domestic market for industrial design software is expected to accelerate its localization process due to potential U.S. export restrictions, with significant growth opportunities identified in this area [3][9]. - The report emphasizes that while industrial design software has a low localization rate, the industrial control systems have a relatively higher domestic market share, particularly in DCS systems [9]. Summary by Sections Investment Recommendations and Targets - The report suggests that if the U.S. imposes export controls on foundational software, it will significantly boost the localization of industrial and foundational software. Key investment targets include: - Industrial Software: Zhongwang Software (688083, Buy), Huada Jiutian (301269, Buy), and others [3]. - Foundational Software: Dameng Data (688692, Not Rated), Dongtu Technology (300353, Not Rated), and others [3]. Industry Overview - The report discusses the strategic significance of critical software, which includes operating systems and databases, and notes that the domestic market share for PC operating systems has reached 20-25%, while server operating systems are at 40-50% [9]. - The report highlights that the localization rate for industrial operating systems is still low, at around 10-15%, but is expected to improve as domestic products gain traction [9].

Investment Rating - The report maintains a "Recommended" rating for the industry [4] Core Insights - The report highlights the significant impact of U.S. tariffs and export controls on Chinese products, particularly in the software and hardware sectors, emphasizing the need for domestic innovation and self-reliance [1] - The Chinese government is actively promoting domestic products through favorable procurement policies, including a 20% price deduction for local products in competitive bidding [1] - The report indicates that the domestic chip industry is gaining traction, particularly in the financial sector, with major projects like the Industrial and Commercial Bank of China's procurement of Huaguang chip servers valued at approximately 3 billion yuan [1] - The report notes a substantial increase in domestic server procurement by China Unicom, with 90.1% of the servers being domestically produced, reflecting a strong trend towards localization [2] - The report anticipates a turning point for the domestic innovation industry (Xinchang) driven by supportive policies and improving performance of listed companies in the sector [2][3] Summary by Sections - **Policy Support**: The government emphasizes high-level technological self-reliance as a key development focus, aiming to enhance core technology research and innovation capabilities [2] - **Market Performance**: Several listed companies in the Xinchang sector have shown improved performance compared to the previous year, indicating a positive outlook for the industry [3] - **Investment Recommendations**: The report suggests focusing on key players in the Xinchang sector, including China Software, Dameng Data, and others, as well as leaders in specific sub-sectors like industrial software and the Harmony OS ecosystem [3]

Investment Rating - The investment rating for the computer industry is "Positive" (maintained) [1] Core Insights - The report emphasizes the importance of investing in the domestic innovation sector due to increasing external pressures, including the U.S. imposing software export controls and tariffs on China [6][14] - Continuous policy support and funding are expected to accelerate the development of the industry, with significant government initiatives aimed at enhancing domestic production and technology independence [7][15] - Huawei's announcement of its chip development roadmap and the launch of the domestic operating system "Galaxy Kirin V11" indicate ongoing improvements in the domestic innovation ecosystem [8][16] Summary by Sections Market Review - During the week of October 9-10, 2025, the CSI 300 index fell by 0.51%, while the computer index decreased by 1.83% [5][13] Weekly Perspective - The report highlights the need to focus on investment opportunities in the domestic innovation sector, particularly in light of the U.S. export controls on critical software [6][14] Policy Catalysts - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued plans to support the electronic information manufacturing industry, emphasizing the promotion of domestic products and technology [7][15] Company Dynamics - The report mentions that Sucen Technology has announced the acquisition of a 55% stake in Kunyu Lancheng Technology, indicating strategic expansion efforts [18] Investment Recommendations - Recommended domestic software companies include Kingsoft Office, Dameng Data, and others, while key domestic computing power companies include Haiguang Information and Inspur Information [9][17]

中望软件作为国内 CAD 龙头企业，受益于国产替代加速和自主可控政策， 战略地位凸显，推动股价上涨。公司目标收入增速为 15-20%，利润增 速更快，未来发展前景广阔。 工业软件是产业链价值的核心驱动力，中国工业软件产值占比远低于工 业产值占比，表明巨大发展潜力。国产化替代和 AI 技术应用将推动中国 工业软件实现赶超和全球化。 中望软件产品线覆盖 2D/3D CAD、CCAM、CAE 等，其中 3D CAD 过 去五年复合增速达 16%，2024 年营收占比提升至 31.55 亿元。公司加 强 CCAM 和 CAE 布局，逐步增加收入。 公司正版用户已突破 140 万，全球销售覆盖 90 个国家。2025 上半年 海外收入增速高达 42%，积极参与全球化活动，进行全球并购和布局， 国际化战略稳步推进。 中望软件通过收购获得 Override 几何内核全部知识产权，开发出 3D 和 中央电磁结构网络仿真产品，并基于国产 Linux 平台进行适配，推出悟 空平台和 All in One CIX 战略。 Q&A 中望软件在工业软件领域的地位和发展情况如何？ 中望软件是中国工业软件领域的领军企业，尤其在 CAD（计 ...

| 买入营业部名称 | 买入金额(万元) | | --- | --- | | 沪股通专用 | 7984.42 | | 机构专用 | 5597.74 | | 申万宏源证券有限公司上海闵行区东川路证券营业部 | 4890.39 | | 国泰海通证券股份有限公司上海长宁区江苏路证券营业部 | 2811.76 | | 中信证券股份有限公司上海分公司 | 2552.18 | | 卖出营业部名称 | 卖出金额(万元) | | 长城证券股份有限公司杭州民心路证券营业部 | 6509.26 | | 沪股通专用 | 5577.52 | | 招商证券股份有限公司广州天河北路证券营业部 | 4523.48 | | 中天国富证券有限公司总部 | 1643.91 | | 山西证券股份有限公司长治英雄南路证券营业部 | 1503.83 | （文章来源：证券时报网） 10月9日中望软件（688083）收盘价91.14元，收盘涨停，全天换手率6.37%，振幅20.49%，成交额9.27 亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.36亿元， 其中，买入成交 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688083 | 中望软件 | 91.14 | 20.00% | 10.80万 | | 9.27亿 | | 60T8899 | 品客科技 | 116.57 | 15.87% | 7.69万 | | 8.16亿 | | 300378 | 鼎捷数智 | 61.40 | 10.13% | 48.60万 | | 28.61亿 | | 688058 | 宝兰德 | 31.71 | 6.91% | 4.42万 | | 1.39亿 | | 002230 | 科大讯飞 | 59.64 | 6.40% | 157.33万 | | 91.93亿 | | 002153 | 石基信息 | 11.31 | 5.80% | 55.95万 | | 6.26 Z | | 300624 | 万兴科技 | 81.48 | 5.12% | 31.44万 | | 25.78亿 | | 000004 | *ST国华 | 11.68 | 5.04% | 8187.0 | | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688083 证券简称：中望软件 公告编号：2025-062 广州中望龙腾软件股份有限公司关于作废2024年 限制性股票激励计划部分限制性股票的公告 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。 广州中望龙腾软件股份有限公司（以下简称"中望软件"或"公司"）于2025年9月30日召开第六届董事会 第十九次会议，审议通过了《关于作废2024年限制性股票激励计划部分限制性股票的议案》，现将相关 事项公告如下： 一、本次限制性股票激励计划已履行的决策程序和信息披露情况 1、2024年9月11日，公司召开第六届董事会第七次会议，会议审议通过了《关于〈广州中望龙腾软件股 份有限公司2024年限制性股票激励计划（草案）〉及其摘要的议案》《关于〈广州中望龙腾软件股份有 限公司2024年限制性股票激励计划实施考核管理办法〉的议案》以及《关于提请股东大会授权董事会办 理公司2024年股票激励计划相关事宜的议案》等议案。 2、2024年9月11日，公司召开第六届监事会第五次会议，审议通 ...

Group 1 - The core transaction on September 30 involved a block trade of 71,000 shares of Zhongwang Software, with a transaction value of 4.7598 million yuan and a transaction price of 67.04 yuan, representing an 11.73% discount to the closing price of the day [2][3] - In the last three months, Zhongwang Software has recorded a total of six block trades, amounting to a cumulative transaction value of 18.966 million yuan [2] - The closing price of Zhongwang Software on the day of the transaction was 75.95 yuan, reflecting a 1.96% increase, with a turnover rate of 1.99% and a total trading volume of 2.57 billion yuan [2] Group 2 - The latest margin financing balance for Zhongwang Software is 205 million yuan, with an increase of 16.7445 million yuan over the past five days, representing an 8.92% growth [3] - Zhongwang Software was established on August 24, 1998, with a registered capital of 1.69584547 billion yuan [3]

Core Viewpoint - Zhongwang Software's stock rose by 1.96% on September 30, closing at 75.95 yuan, with a significant block trade occurring [1] Group 1: Stock Performance - The stock experienced a block trade with a total volume of 71,000 shares and a transaction value of 4.7598 million yuan [1] - The first transaction price was 67.04 yuan for 71,000 shares, resulting in a premium rate of -11.73% [1] - Over the past five trading days, the stock has increased by 7.73%, with a total net inflow of 52.7922 million yuan from main funds [1] Group 2: Trading Activity - In the last three months, the stock has recorded a total of six block trades, amounting to 18.966 million yuan [1] - The buying party for the recent block trade was Guotai Junan Securities Co., Ltd., while the selling party was Huatai Securities Co., Ltd. [1]