东 兴 晨 报 东兴晨报 P1 经济要闻 1.国家能源局：发布 6 月份全社会用电量等数据。6 月份，全社会用电量 8670 亿千瓦时，同比增长 5.4%。从分产业用电看，第一产业用电量 133 亿千瓦时，同比增长 4.9%；第二产业用电量 5488 亿千瓦时，同比增长 3.2%； 第三产业用电量 1758 亿千瓦时，同比增长 9.0%；城乡居民生活用电量 1291 亿千瓦时，同比增长 10.8%。（资料来源：同花顺） 2.中国央行：7 月贷款市场报价利率（LPR）报价出炉，5 年期以上 LPR 为 3.5%，上月为 3.5%。1 年期 LPR 为 3%，上月为 3%。（资料来源：同花顺） 3.美国政府：马斯克与总统关系破裂后，美国政府已开始审查马斯克的太 空探索技术公司（SpaceX）与多个联邦政府机构之间的合同，试图找出价 值数十亿美元的交易中存在的"潜在浪费"，其中包括与国防部和 NASA 相 关的交易。初步评估显示，由于 SpaceX 在火箭发射和低轨卫星服务方面 处于主导地位，大多数政府合同难以取消。（资料来源：同花顺、央视新 闻） 4.交通运输部：7 月 21 日，交通运输部部长刘伟在国新办举行的 ...

证券代码：688088 证券简称：虹软科技 公告编号：临 2025-030 虹软科技股份有限公司关于 收到实际控制人、董事长、总经理提议公司实施 2025 年度中期分红暨落实"提质增效重回报"行动方案的 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、准确性和完整性依法承担法律责任。 重要内容提示： ? 为持续践行"以投资者为本"的发展理念，让广大投资者切实分享并感 受到公司的发展成果，基于对公司稳定经营及未来发展的坚定信心，公司实际控 制人、董事长、总经理 Hui Deng（邓晖）先生提议：在符合利润分配条件的前 提下，制定并实施 2025 年度中期现金分红方案，建议现金分红金额不低于 2025 年上半年归属于上市公司股东的净利润的 60%，且不超过相应期间归属于上市公 司股东的净利润的 100%。 ? 公司将持续评估 2025 年度"提质增效重回报"行动方案的具体举措和实 施进展，及时履行信息披露义务，同时继续专注主业，通过良好的业绩表现、规 范的公司治理、稳健的投资者回报，切实履行上市公司的责任和义务，回馈投资 者的信任，为共建共享共担的资本市 ...

证券代码：688088 证券简称：虹软科技 公告编号：临 2025-030 虹软科技股份有限公司关于 收到实际控制人、董事长、总经理提议公司实施 2025 年度中期分红暨落实"提质增效重回报"行动方案的 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、准确性和完整性依法承担法律责任。 重要内容提示： 为持续践行"以投资者为本"的发展理念，让广大投资者切实分享并感 受到公司的发展成果，基于对公司稳定经营及未来发展的坚定信心，公司实际控 制人、董事长、总经理 Hui Deng（邓晖）先生提议：在符合利润分配条件的前 提下，制定并实施 2025 年度中期现金分红方案，建议现金分红金额不低于 2025 年上半年归属于上市公司股东的净利润的 60%，且不超过相应期间归属于上市公 司股东的净利润的 100%。 第 1 页 / 共 2 页 董事长、总经理 Hui Deng（邓晖）先生提议：在符合利润分配条件的前提下， 制定并实施 2025 年度中期现金分红方案，建议现金分红金额不低于 2025 年上半 年归属于上市公司股东的净利润的 60%，且不超过相应期间归属于 ...

虹软科技(688088.SH)公告称，公司实际控制人、董事长、总经理HuiDeng（邓晖）提议在符合利润分配 条件的前提下，制定并实施2025年度中期现金 分红方案，建议现金分红金额不低于2025年上半年归属 于上市公司股东的 净利润的60%，且不超过相应期间归属于上市公司股东的净利润的100%。 ...

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].

Investment Rating - The report suggests a focus on leading domestic generative large model companies such as iFLYTEK, and highlights potential in AI hardware applications with recommendations for companies like Yingshi Network, Hongsoft Technology, and Hesai [2] Core Insights - The report emphasizes that the AI industry is currently in a relatively chaotic fundamental period, with some high-frequency data showing resilience, while investor expectations remain low. The willingness to use AI products is increasing, but payment capabilities are still limited, necessitating further breakthroughs in large models [11][12] - It identifies high-growth sectors for 2025, including AI computing power and lidar, while noting that AI applications are accelerating upward. Stable growth is expected in software outsourcing, financial IT, quantum computing, data elements, EDA, and overseas expansion [11][12] Summary by Sections Industry Perspective - The report discusses the launch of Tencent's 3D generative model Hunyuan3D-PolyGen, which can generate complex geometric models with thousands of faces, and highlights the advancements of Musk's Grok 4 model, which has shown significant improvements in training efficiency [11] - It notes that the computer industry is expected to perform better in the second half of the year due to base effects, new technology/product launches, and policy implementations [11] Subsector Insights - The report categorizes the computer industry into various subsectors with their respective growth outlooks: - High growth maintained: AI computing power, lidar - Accelerating growth: AI applications - Stable growth: Software outsourcing, financial IT, quantum computing, data elements, EDA, overseas expansion, and domestic innovation [10][12] - Turning points: Education IT, cybersecurity, enterprise services - Stabilizing: Smart transportation, government IT, security, construction real estate IT - Slightly pressured: Industrial software, medical IT [10][12] Market Performance Review - From July 7 to July 11, 2025, the computer industry index (Shenwan) rose by 3.22%, outperforming the CSI 300 index by 2.40 percentage points, ranking 6th among 31 Shenwan first-level industry indices [13] Upcoming Key Events - The report highlights upcoming events such as the second AI glasses industry innovation application summit and the 2025 World Artificial Intelligence Conference, suggesting that investors pay attention to related industry chain opportunities [25][26]

Group 1 - The major shareholder, Nanjing Ruilian New Industry Investment Fund Partnership (Limited Partnership), held 46,070,332 shares, accounting for 11.48% of the total share capital before the reduction plan [1][2] - The reduction plan was disclosed on March 17, 2025, allowing for a maximum reduction of 3% of the total shares within a specified period [1][2] - The actual reduction amounted to 12,035,112 shares, completed between April 9, 2025, and July 3, 2025, with a total amount of approximately 502.88 million yuan [2][3] Group 2 - The reduction was executed through both block trading and centralized bidding, with 4,011,704 shares sold via centralized bidding and 8,023,408 shares through block trading [2] - The share price during the reduction ranged from 40.00 to 48.12 yuan per share [2] - After the reduction, the current holding of the major shareholder is 34,035,220 shares, representing 8.48% of the total share capital [2][3]

Summary of Key Points Core Viewpoint - The announcement from Hongsoft Technology Co., Ltd. indicates a reduction in the shareholding percentage of a major shareholder, Nanjing Ruilian New Industry Investment Fund Partnership, from 10.00% to 8.98% through block trading, which does not trigger mandatory tender offer obligations [1][2]. Group 1: Shareholding Changes - The major shareholder, Nanjing Ruilian New Industry Investment Fund, reduced its shareholding by 4,100,000 shares, resulting in a decrease from 10.00% to 8.98% of the total share capital [1]. - The reduction in shareholding does not violate any prior commitments made by the shareholder [1]. Group 2: Compliance and Disclosure - The company assures that the information provided by the shareholder is true, accurate, and complete, with no misleading statements or significant omissions [1]. - The board of directors of Hongsoft Technology confirms that the announcement content is consistent with the information provided by the shareholder [1].

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、准确性和完整性依法承担法律 责任。 重要内容提示： 大股东持股的基本情况 证券代码：688088 证券简称：虹软科技 公告编号：临 2025-029 虹软科技股份有限公司 股东减持股份结果公告 第 1 页 / 共 3 页 一、减持主体减持前基本情况 本次股份减持计划实施前，南京瑞联新兴产业投资基金合伙企业（有限合伙） （以下简称瑞联新产业）持有虹软科技股份有限公司（以下简称公司）46,070,332 股，占公司总股本的 11.48%。上述股份来源均为公司 IPO 前取得的股份，且已 于 2020 年 7 月 22 日起解除限售并上市流通。 减持计划的实施结果情况 公司于 2025 年 3 月 17 日披露了《股东减持股份计划公告》（公告编号：临 2025-006），瑞联新产业因资金安排需要，拟自减持计划公告之日起十五个交易 日后的三个月内，通过大宗交易、集中竞价方式减持公司股份数量合计不超过 12,035,112 股，即合计不超过公司总股本的 3%。其中，采取集中竞价交易方式 减持的，在任意连续 9 ...

证券代码：688088 证券简称：虹软科技 公告编号：临 2025-028 虹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 | | □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 | | 投资者及其一致行动人的身份 | □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 / | 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。 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 2.信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | | □ | 控股股东/实控人 | | | 南京瑞联新兴产业投资基 | | | √ 91110000MA006XHD4U | | 金合伙企业（有限合伙） | □ | 控股股东/实控人的一致行动人 | □ 不适用 | | | √ | 其他直接持股股东 | | 3.一致行动人信息 上述信息披露义务人无一致行动人。 二、权 ...