Group 1 - The China Industrial and Information Technology Ministry has deployed key tasks for the second half of the year, emphasizing the promotion of "AI + manufacturing" actions and strengthening foundational research and key application scenarios [2] - Several state-owned enterprises have initiated actions in line with the ministry's directives, including the establishment of the AI + New Industrialization Innovation Research Institute by China Mobile and the launch of an integrated AI service platform by China Telecom [2] - The national-level AI platform "Huanxin Community" was introduced to promote the maturity of domestic AI technologies and industry ecosystems, aggregating data sets from 13 industries and opening up 40 high-value strategic AI scenarios from 16 state-owned enterprises [2] Group 2 - The Xinchuang ETF (562570) has seen a strong increase of 1.65% as of July 31, with constituent stocks such as Yonyou Network rising by 10.03% and 360 by 6.20% [1] - The Xinchuang ETF (562570) has experienced significant growth in scale, with an increase of 229 million yuan and a rise of 15.9 million shares over the past three months [1][3] - The Xinchuang ETF (562570) tracks the CSI Information Technology Application Innovation Industry Index, focusing on leading companies in AI, data computing, industrial software, and information security [3]

Group 1 - The core viewpoint of the article highlights the strong performance of AI application stocks, driven by a surge in AI hardware stocks, with companies like 易点天下 and 值得买 both rising over 10% [1] - The stock 用友网络 reached its daily limit increase, while 鼎捷数智 and 三六零 saw increases of over 5% [1] - Other companies such as 福昕软件, 拓尔思, and 新致软件 also experienced upward movement in their stock prices [1] Group 2 - According to incomplete statistics, the total number of personal user registrations for large model applications has exceeded 3.1 billion [1] - The total number of API call users has surpassed 159 million [1]

金融界消息 截至2025年7月30日收盘，福昕软件（688095）报收于78.69元，上涨2.86%，换手率 5.14%，成交量4.70万手，成交金额3.71亿元。 资金流向方面，今日主力资金净流入2478.76万元，占比成交额6.68%。其中，超大单净流入1004.53万 元、占成交额2.71%，大单净流入1474.23万元、占成交额3.97%，中单净流出流出623.86万元、占成交 额1.68%，小单净流出1854.90万元、占成交额5.0%。 福昕软件最新一期业绩显示，截至2025一季报，公司营业总收入2.02亿元、同比增长19.78%，归属净利 润583.31万元，同比增长45.02%，扣非净利润1396.14万元，同比增长32.41%，流动比率3.890、速动比 率3.588、资产负债率22.31%。 天眼查商业履历信息显示，福建福昕软件开发股份有限公司，成立于2001年，位于福州市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本9143.9524万人民币，实缴资本2700万人民币。公 司法定代表人为熊雨前。 通过天眼查大数据分析，福建福昕软件开发股份有限公司共对外投资了13家企业，参与 ...

证券之星消息，7月30日软件开发板块较上一交易日下跌1.65%，国投智能领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688095 | 福听软件 | 78.69 | 2.86% | 4.70万 | | 3.71亿 | | 688171 | 纬德信息 | 37.97 | 2.84% | 1.87万 | 6887.43万 | | | 300253 | 卫宁健康 | 10.79 | 2.76% | 152.96万 | | 16.37亿 | | 600455 | 博通股份 | 28.55 | 1.89% | 2.72万 | 7838.46万 | | | 688168 | 安博通 | 77.38 | 1.71% | 1.88万 | | 1.46亿 | | 688615 | 合合信息 | 183.64 | 1.47% | 2.39万 | | 4.35亿 | ...

Group 1 - The core viewpoint of the news highlights the significant growth in the Chinese information technology sector, particularly in the context of the upcoming procurement project by China Unicom for general servers, which aims to support its "computing network intelligence" business [1][2] - The China Unicom procurement project involves a total of 87,020 general servers, with a domestic production ratio exceeding 90%, indicating a notable increase from previous levels [2] - The performance of the Xinchang ETF (562570) has shown a year-to-date increase of 11.23%, leading its peers, with a trading volume of 22.74 million yuan and a turnover rate of 3.48% [1][2] Group 2 - The Xinchang ETF (562570) tracks the CSI Information Technology Application Innovation Industry Index, which focuses on leading companies in autonomous and controllable sectors, including artificial intelligence, data computing, industrial software, and information security [2] - The demand for general servers in the Xinchang sector is experiencing a positive growth trend, with an increase in both the number and scale of tenders compared to previous periods [2] - Companies in the database segment of the Xinchang sector reported significant growth in H1 2025, reflecting the high prosperity of the industry, with expectations for further performance improvements in the second half of the year [2]

福昕软件最新一期业绩显示，截至2025一季报，公司营业总收入2.02亿元、同比增长19.78%，归属净利 润583.31万元，同比增长45.02%，扣非净利润1396.14万元，同比增长32.41%，流动比率3.890、速动比 率3.588、资产负债率22.31%。 天眼查商业履历信息显示，福建福昕软件开发股份有限公司，成立于2001年，位于福州市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本9143.9524万人民币，实缴资本2700万人民币。公 司法定代表人为熊雨前。 金融界消息 截至2025年7月29日收盘，福昕软件（688095）报收于76.5元，上涨1.14%，换手率4.33%， 成交量3.96万手，成交金额3.05亿元。 资金流向方面，今日主力资金净流出2905.53万元，占比成交额9.52%。其中，超大单净流出730.22万 元、占成交额2.39%，大单净流出2175.31万元、占成交额7.13%，中单净流出流出456.18万元、占成交 额1.5%，小单净流入3361.71万元、占成交额11.02%。 来源：金融界 通过天眼查大数据分析，福建福昕软件开发股份有限公司共对外投资了13 ...

Investment Rating - The report maintains a "Hold" rating for the industry [4] Core Insights - The upcoming release of GPT5 is expected to challenge the new heights of multimodal AI, with the potential to integrate various functionalities such as reasoning, multimodal capabilities, and programming, aiming for L5 level multimodal AI [1][9] - Global tech giants are aggressively investing in multimodal AI, which is seen as a pioneer in AI monetization, with companies like Tencent, Alibaba, and ByteDance making significant advancements in this area [1][18][21] Summary by Sections 1. GPT5 and Multimodal AI - GPT5 is anticipated to elevate multimodal AI to a new standard, with most current models still at L3 level, indicating a significant gap to L4 and L5 levels [1][12] - The General-Level framework has been established to evaluate multimodal models, categorizing them into five levels based on their capabilities [9][12] 2. Key Companies in Multimodal AI - **Meitu**: Launched RoboNeo, an AI agent that integrates image editing, video generation, and web design, showcasing strong aesthetic capabilities [2][29] - **Kuaishou**: The Keling 2.0 model has achieved an impressive annual recurring revenue (ARR) of $100 million by Q1 2025, indicating strong monetization potential [2][34] - **Wondershare**: The Tianmu 2.0 model, supported by Huawei Cloud, enhances audio and video creation capabilities, aiming to democratize content creation [2][37] - **Hehe Information**: Expanded its capabilities in AI authentication and introduced a cross-platform cloud resource management terminal [2][42] - **Foxit Software**: Developed an intelligent document solution that transforms unstructured documents into structured data, enhancing efficiency in legal applications [2][48] 3. Investment Recommendations - The report suggests focusing on companies related to multimodal AI, such as Meitu, Kuaishou, Wondershare, Hehe Information, and Foxit Software, as they demonstrate strong monetization capabilities [3][59]

Core Viewpoint - The adjustment of core technical personnel at Fujian Foxit Software Development Co., Ltd. is part of the company's strategic development plan, with no adverse impact on research management or operational performance [1][4]. Summary by Sections Personnel Adjustment Details - Meng Qinggong has been removed from the list of core technical personnel due to a change in work responsibilities but will continue to work at the company [1]. - Meng Qinggong, born in 1976, has a background in physics and has held various positions within the company since 2005, contributing significantly to the development of PDF editing products [1][2]. Research and Patent Involvement - The company retains ownership of intellectual property developed during Meng Qinggong's tenure, with no disputes regarding job-related inventions [2]. - Meng Qinggong holds 5,045 shares directly and has commitments related to the company's stock issuance [2]. Impact of Personnel Change - The company has a well-rounded and capable research team, with a stable structure of core technical personnel, ensuring ongoing support for core technology development [3]. - As of the end of 2022, 2023, and 2024, the number of research personnel was 415, 458, and 441, respectively, representing 50.73%, 49.57%, and 45.09% of total employees, indicating a strong talent pipeline [2][3]. Measures Taken by the Company - The company emphasizes the importance of research and development, maintaining a complete research team structure and ensuring that all projects are progressing normally [4]. - Continuous investment in research and development is planned to enhance the company's technological innovation capabilities [4].

证券代码：688095 证券简称：福昕软件 公告编号：2025-032 福建福昕软件开发股份有限公司 关于核心技术人员调整的公告 本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： ●根据福建福昕软件开发股份有限公司（以下简称"公司"或"福昕软件"） 战略发展规划，综合考虑公司研发项目的管理和执行情况，原核心技术人员孟庆 功先生因工作职责调整，不再被认定为公司核心技术人员，仍继续在公司任职。 ●本次核心技术人员的调整未对公司的研发管理、生产经营等方面产生不利 影响。 一、本次核心技术人员调整的具体情况 根据公司的战略布局以及原核心技术人员工作职责的调整，公司核心技术人 员孟庆功先生不再被认定为公司核心技术人员，仍继续在公司任职。 （一）原核心技术人员基本情况 孟庆功先生，1976 年出生，中国国籍，无境外永久居留权。1999 年毕业于 青岛海洋大学物理系，大学本科学历。1999 年至 2005 年，任潍坊北大青鸟华光 科技股份有限公司软件工程师；2005 年至今，历任福昕软件研发部门技术总监， 北京福昕互联信息技 ...

Core Viewpoint - The AI sector continues to show strong growth, with significant demand for computing power, and the market is currently observing fluctuations due to short-term price increases and tariff issues in the U.S. [4] Group 1: Market Performance - As of July 16, 2025, the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index (950180) rose by 1.58%, with notable increases in stocks such as Cambricon (688256) up 6.76%, Foxit Software (688095) up 6.27%, and Yuntian Lifeng (688343) up 5.06% [3] - The Sci-Tech AI ETF (588790) experienced a mid-day increase of over 2%, currently up 1.37%, marking a potential four-day consecutive rise [3] - The latest size of the Sci-Tech AI ETF reached 4.707 billion yuan, a record high since its inception, ranking first among comparable funds [4] Group 2: Fund Performance - The Sci-Tech AI ETF's net value increased by 10.55% over the past six months, ranking first among comparable funds [5] - The fund's highest single-month return since inception was 15.59%, with an average monthly return of 9.71% during rising months [5] - The fund's management fee is 0.50% and the custody fee is 0.10%, which are relatively low compared to comparable funds [5] Group 3: Investment Trends - The fund has seen a net inflow of 1.78 billion yuan recently, with three out of the last five trading days showing net inflows totaling 196 million yuan [4] - Leverage funds are increasingly being allocated to the Sci-Tech AI ETF, with a net purchase amount of 17.9721 million yuan this month [4] - The index tracked by the Sci-Tech AI ETF is currently valued at a historical low, with a price-to-book ratio (PB) of 7.71, below 85.29% of the time since the index's inception, indicating strong valuation attractiveness [5][6]