南财智讯10月24日电，虹软科技公告，2025年前三季度公司实现营业收入6.28亿元，同比增长9.39%； 归属于上市公司股东的净利润1.42亿元，同比增长60.51%。基本每股收益0.35元，同比增长59.09%。 ...

证券代码：688088 证券简称：虹软科技 公告编号：临 2025-038 虹软科技股份有限公司 关于放弃优先认缴权暨关联交易的公告 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： 交易概述：公司参股公司浙江舜为因自身经营发展需要拟进行增资扩股。 本次增资金额为 10,000.00 万元，其中拟新增注册资本 5,000.00 万元以及增加 资本公积 5,000.00 万元。公司出于整体发展战略考虑，拟放弃浙江舜为此次增 资的优先认缴权。本次交易完成后，公司持有浙江舜为股权由 10.00%降低至 8.00%。 本次交易构成关联交易，但不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 本次交易实施不存在重大法律障碍。 本次交易经公司第三届董事会第六次会议、第三届监事会第六次会议审 议通过，无需提交公司股东大会审议。 相关风险提示：截至目前，相关方增资协议尚未签署，且存在增资方未 及时缴纳增资款或其他原因导致交易方案无法实施的风险，本次交易实施尚存在 不确定性。 一、关联交易概述 浙江舜为科技有限公司 ...

证券代码：688088 证券简称：虹软科技 公告编号：临 2025-042 虹软科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： 会议召开时间：2025 年 11 月 4 日（星期二）16:00-17:00 会议召开方式：上证路演中心网络文字互动 网 络 文 字 互 动 平 台 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （https://roadshow.sseinfo.com/） 投资者可于 2025 年 10 月 28 日（星期二）至 11 月 3 日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 invest@arcsoft.com 进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 二、说明会召开的时间、方式 （一）会议召开时间：2025 年 11 月 4 日（星期二）16:00-17:00 （二）会议召开方式：上证路演中心网络文字互动 第 1 页 / 共 2 页 （ 三 ） ...

虹软科技公告，第三季度营收为2.17亿元，同比增长12.68%；净利润为5318.23万元，同比增长 98.21%。前三季度营收为6.28亿元，同比增长9.39%；净利润为1.42亿元，同比增长60.51%。 ...

华夏中证智选1000成长创新策略ETF（562520）基金经理为张金志。 截至发稿，张金志累计任职时间144天，现任基金资产总规模25.03亿元，任职期间最佳基金回报 45.67%， 任职期间最差基金回报-2.13%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 10月24日，虹软科技涨5.01%，截至发稿，报52.20元/股，成交3.39亿元，换手率1.64%，总市值209.41 亿元。 资料显示，虹软科技股份有限公司位于浙江省杭州市滨江区长河街道滨兴路392号(虹软大厦)，成立日 期2003年2月25日，上市日期2019年7月22日，公司主营业务涉及视觉人工智能技术的研发和应用,为智 能手机、智能汽车、物联网(IoT)等智能设备提供一站式视觉人工智能解决方案。主营业务收入构成 为：移动智能终端视觉解决方案82.69%，智能汽车及其他AIoT智能设备视觉解决方案15.76%，其他 1.55%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓虹软科技。华夏中 ...

Core Insights - The technology sector, particularly the domestic AI industry chain, is experiencing significant growth, with the Sci-Tech Innovation Artificial Intelligence ETF (589520) seeing a jump of over 2.8% in intraday trading, currently up by 2.66% [1] - Key stocks driving this growth include Lanke Technology, which rose over 5%, and other companies like Hengxuan Technology and Hongsoft Technology, which increased by more than 4% [1] Policy and Market Trends - A recent major conference has highlighted the importance of high-quality development and the acceleration of self-reliance in technology, which is expected to be a central theme in upcoming policies [2] - The urgency for domestic computing power replacement is increasing due to U.S. restrictions on advanced chip exports to China, with expectations for continued breakthroughs in domestic computing capabilities [3] Investment Highlights - The Sci-Tech Innovation Artificial Intelligence ETF (589520) and its linked funds are positioned to benefit from several key factors: 1. Policy support is igniting AI growth, with the sector expected to lead the current market rally [4] 2. The focus on domestic alternatives and self-control in technology is becoming increasingly important amid rising tech tensions [4] 3. The ETF offers high elasticity with a 20% price fluctuation limit, allowing for efficient investment during market surges [4] Top Holdings - As of September 30, 2025, the top ten holdings of the Sci-Tech Innovation Artificial Intelligence Index account for over 71.90% of the total weight, with the semiconductor sector being the largest, comprising 52.6% [5]

Group 1: Software ETF Performance - The Software ETF has a turnover of 3% during trading, with a transaction volume of 1.69 billion yuan [3] - Over the past month, the Software ETF has an average daily transaction volume of 604 million yuan, ranking first among comparable funds [3] - In the last two weeks, the Software ETF's scale increased by 410 million yuan, achieving significant growth and ranking first in new scale among comparable funds [3] - In the last 10 trading days, there were net inflows of funds for 7 days, totaling 1.017 billion yuan [3] - As of October 22, 2025, the net value of the Software ETF has increased by 12.43% over the past three years [3] - The highest monthly return since inception was 39.35%, with the longest consecutive monthly gains being 3 months and a maximum increase of 69.40% [3] - The average return during the months of increase is 10.06% [3] Group 2: Key Holdings and Market Insights - As of September 30, 2025, the top ten weighted stocks in the CSI Software Service Index include iFlytek, Tonghuashun, Kingsoft Office, and others, accounting for a total of 62.41% [3] - Huatai Securities indicates that the AI application ecosystem is becoming increasingly complete, with rapid penetration of large model technology in finance, healthcare, and education [3] - The commercialization process of AI is exceeding market expectations, supported by increased policy backing and accelerated domestic computing power construction [3] - Key enterprises in the AI industry chain are expected to continue benefiting, with investment opportunities in computing infrastructure and AI application software [3] Group 3: Manufacturing Sector Insights - CITIC Construction Investment believes that China's manufacturing sector has largely achieved its 2025 phase goals and will continue to develop towards a medium-level position in the global manufacturing power by 2035 [4] - The industrial sector has become a core driver of GDP growth, with high prosperity in equipment manufacturing, high-tech manufacturing, and digital products [4] - As manufacturing PMI continues to improve and industrial AI accelerates, the importance of technological self-reliance is highlighted against the backdrop of increased US tariffs and software export restrictions [4] - Key areas such as CAD, CAE, and industrial operating systems are expected to see continuous breakthroughs [4] - Investors can also consider the Software ETF linked fund (012620) to capitalize on AI software investment opportunities [4]

资料显示，虹软科技股份有限公司位于浙江省杭州市滨江区长河街道滨兴路392号(虹软大厦)，成立日 期2003年2月25日，上市日期2019年7月22日，公司主营业务涉及视觉人工智能技术的研发和应用,为智 能手机、智能汽车、物联网(IoT)等智能设备提供一站式视觉人工智能解决方案。主营业务收入构成 为：移动智能终端视觉解决方案82.69%，智能汽车及其他AIoT智能设备视觉解决方案15.76%，其他 1.55%。 虹软科技所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：3D建模、虚拟数字人、 AIGC概念、元宇宙概念、AEB概念等。 10月22日，虹软科技盘中上涨2.03%，截至11:13，报50.75元/股，成交1.16亿元，换手率0.58%，总市值 203.59亿元。 资金流向方面，主力资金净流入686.83万元，特大单买入111.65万元，占比0.96%，卖出240.17万元，占 比2.06%；大单买入2904.54万元，占比24.95%，卖出2089.18万元，占比17.94%。 虹软科技今年以来股价涨33.23%，近5个交易日跌2.59%，近20日跌14.07%，近60日涨12.15% ...

Investment Rating - The report maintains an "Outperform" rating for the computer sector, suggesting a positive outlook for the industry [1][12]. Core Insights - The metropolitan "millisecond computing" initiative emphasizes low latency and high computing power requirements, with specific goals set for 2027 [12]. - Shanghai's smart terminal action plan aims to strengthen intelligent computing terminals and create computing clusters, promoting the application of core components like GPUs and interconnect modules [12]. - The emergence of domestic EDA and high-end testing equipment indicates a clear pace of domestic substitution in the industry [12]. Summary by Sections Metropolitan "Millisecond Computing" Initiative - The initiative sets three clear goals: computing center interconnection under 1 millisecond, resource access under 1 millisecond, and terminal network delay under 10 milliseconds by 2027 [12]. - Emphasis on the application of 400Gbps optical transmission and new network protocols is expected to benefit optical transmission, networks, edge nodes, and scheduling software [12]. Shanghai Smart Terminal Action Plan - The plan aims to enhance the capabilities of intelligent computing terminals and create a billion-level scale for local enterprises [12]. - It promotes the mass production of AI computers and smartphones, as well as the development of plug-and-play edge solutions [12]. Domestic EDA and Testing Equipment - New domestic EDA software and high-end testing equipment have been introduced, showcasing advancements in high-end measurement and industrial software [12]. - Taiwan Semiconductor Manufacturing's Q3 results exceeded expectations, indicating strong demand driven by AI and high-performance computing [12].

10月20日，虹软科技盘中上涨2.05%，截至09:35，报49.81元/股，成交2717.18万元，换手率0.14%，总 市值199.82亿元。 虹软科技所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：3D建模、虚拟数字人、 AIGC概念、元宇宙概念、空间计算等。 截至6月30日，虹软科技股东户数2.01万，较上期减少8.42%；人均流通股19938股，较上期增加9.20%。 2025年1月-6月，虹软科技实现营业收入4.10亿元，同比增长7.73%；归母净利润8853.61万元，同比增长 44.06%。 分红方面，虹软科技A股上市后累计派现6.13亿元。近三年，累计派现3.87亿元。 机构持仓方面，截止2025年6月30日，虹软科技十大流通股东中，泰信中小盘精选混合（290011）位居 第七大流通股东，持股383.00万股，相比上期增加17.00万股。金鹰科技创新股票A（001167）位居第十 大流通股东，持股277.02万股，为新进股东。香港中央结算有限公司退出十大流通股东之列。 责任编辑：小浪快报 资金流向方面，主力资金净流出241.01万元，特大单买入0.00元，占比0.00%，卖 ...