Core Points - On October 30, the Shanghai Composite Index fell by 0.73%, with institutional investors appearing on the trading lists of 29 stocks, net buying 9 and net selling 20 [1][2] - The total net selling amount by institutional special seats was 818 million yuan, while the stocks with the highest net buying included Foxit Software, Yongxing Materials, and Tianji Co., with significant price increases [1][3] Institutional Net Buying - Foxit Software had the highest net buying amount of 76.23 million yuan, closing up by 15.69% with a turnover rate of 12.83% and a total transaction volume of 1.043 billion yuan [2][5] - Yongxing Materials reached the daily limit, with a net buying of 59.89 million yuan, a closing increase of 10.01%, and a turnover rate of 10.15% [2][5] - Tianji Co. also hit the daily limit, with a net buying of 59.21 million yuan, a closing increase of 10.00%, and a turnover rate of 27.98% [3][5] Institutional Net Selling - The stock with the highest net selling was Keda Guokuan, with a net selling amount of 358.81 million yuan, and a turnover rate of 41.42% [4][6] - Daway Co. had a net selling of 140.98 million yuan, with a turnover rate of 43.07% [4][6] - Samsung Medical saw a net selling of 112.19 million yuan, with a daily decline of 10.01% [4][6] Market Performance - The average increase of stocks with net buying by institutions was 5.61%, outperforming the Shanghai Composite Index [3] - Among the stocks with net buying, 9 had reported their Q3 earnings, with JN Holdings showing the highest net profit growth of 138.02% year-on-year [3] Stock Connect Activity - On October 30, 18 stocks on the trading list had either Shanghai or Shenzhen Stock Connect participation, with net buying amounts for Guodun Quantum and Penghui Energy being 406.26 million yuan and 217.60 million yuan respectively [7][8] - Stocks like Samsung Medical and Yingxin Development had significant net selling amounts of 1.03 billion yuan and 37.14 million yuan respectively [7][9]

资金流向方面，该股今日全天主力资金净流入1.36亿元。（数据宝） 10月30日福昕软件（688095）收盘价89.50元，收盘上涨15.69%，全天换手率12.83%，振幅18.01%，成 交额10.43亿元。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3.35亿元， 其中，买入成交额为2.26亿 元，卖出成交额为1.09亿元，合计净买入1.18亿元。具体来看，今日上榜的前五大买入营业部中，有2家 机构专用席位现身，即买二、买四，买入金额分别为4773.87万元、2849.10万元，沪股通为第一大买入 营业部，买入金额为8840.71万元，营业部合计买入6172.08万元。卖出营业部中，沪股通为第一大卖出 营业部，卖出金额为4427.94万元，营业部合计卖出6440.42万元。买卖金额相抵，机构专用席位今日净 买入该股7622.96万元，沪股通今日净买入该股4412.77万元。 福昕软件10月30日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 沪股通专用 | 8840.71 | | 机构专用 | ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Insights - The company reported a significant performance exceeding expectations, with a notable turnaround in profitability due to the successful implementation of its dual transformation strategy [6] - The company achieved a revenue of 254 million yuan in Q3 2025, representing a year-on-year growth of 47.80%, and recorded a non-GAAP net profit of 484,400 yuan, marking its first profit since Q3 2022 [6] - The subscription and channel transformation strategies are gaining momentum, with subscription revenue reaching 152 million yuan in Q3 2025, up 68.10% year-on-year, and accounting for 65.10% of total revenue [6] - The company’s contract liabilities increased to 484 million yuan by the end of Q3 2025, indicating a positive trend in its subscription model [6] - Cost reduction efforts are evident, with sales, management, and R&D expense ratios decreasing significantly in Q3 2025 [6] - The company is expected to continue releasing profits in Q4 2025, aided by the integration of Tongban Information, which is projected to contribute additional revenue [6] - The forecasted net profits for 2025 to 2027 are 450 million, 1.19 billion, and 1.39 billion yuan respectively [6] Financial Data and Profit Forecast - Total revenue for 2025 is estimated at 852 million yuan, with a year-on-year growth rate of 19.8% [5] - The projected net profit for 2025 is 450 million yuan, reflecting a significant recovery from previous losses [5] - The gross margin is expected to remain high at around 94.2% for 2025 [5] - The return on equity (ROE) is projected to improve to 1.8% in 2025, with further increases in subsequent years [5]

证券之星消息，10月30日软件开发板块较上一交易日下跌1.16%，华信永道领跌。当日上证指数报收于 3986.9，下跌0.73%。深证成指报收于13532.13，下跌1.16%。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 | 福昕软件 | 89.50 | 15.69% | 11.73万 | | 10.43亿 | | 688171 | 纬德信息 | 54.88 | 15.10% | 6.00万 | | 3.27亿 | | 688201 | 信安世纪 | 16.93 | 10.29% | 42.25万 | | 6.93亿 | | 603232 | 格尔软件 | 25.69 | 10.02% | 89.51万 | | 21.19亿 | | 300520 | 科大国创 | 45.82 | 9.64% | 115.16万 | | 50.80 乙 | | 300352 | 北信源 | 6.21 | 7.07% | 159.26万 | | 9.8 ...

据天眼查APP显示，福建福昕软件开发股份有限公司成立于2001年09月29日，注册资本9143.9524万人 民币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至14:30，福昕软件成交额10.01亿元，创2023年5月5日以来新高。最新股价上涨 16.31%，换手率12.32%。上一交易日该股全天成交额为1.43亿元。 ...

证券研究报告 福昕软件 (688095 CH) 双转型战略深化，看好全年业绩放量 | 华泰研究 | | | 季报点评 | 投资评级(维持): | 买入 | | --- | --- | --- | --- | --- | --- | | 2025 年 | 10 月 | 30 日│中国内地 | 计算机应用 | 目标价(人民币): | 119.23 | 福昕软件发布三季报：Q3 实现营收 2.54 亿元（yoy+47.80%，qoq+15.08%）， 归母净利 628.48 万元（yoy+126.36%，qoq+559.17%）。2025 年 Q1-Q3 实现营收 6.76 亿元（yoy+32.81%），归母净利 141 万元（yoy-96.37%）， 扣非净利-2186 万元（同比减亏 77.16%）。25Q3 营收提速受益于核心业务 板块营收持续提升以及通办信息下半年收入确认增加，前三季度利润同比下 滑主要受非经常性投资收益减少影响。我们认为，得益于"订阅+渠道"双 转型战略持续推进，有望带动公司业绩加速放量，维持"买入"评级。 前三季度营收高增，扣非利润亏损收窄，全球化战略顺利推进 公司前三季度实现营收 6. ...

资金面上，福昕软件上一交易日主力资金净流出452.11万元，近5日净流入217.18万元。 融资融券数据显示，该股最新（10月29日）两融余额为3.33亿元，其中，融资余额为3.32亿元，较上一 个交易日减少855.57万元，降幅为2.51%；融券余额为14.70万元，较上一个交易日增加494.00元，增幅 为0.34%。近10日两融余额合计增加23.68万元，增幅为0.07%，其间融资余额增长0.07%，融券余额增长 13.17%。 （原标题：【盘中播报】福昕软件盘中涨停） 10月30日盘中科创板股福昕软件涨停，截至10:09，股价报92.83元，成交6.60亿元，换手率8.27%，振幅 18.32%。 科创板个股中，截至发稿上涨的有209只，下跌的有370只，上市5日内的C奕材-U、C禾元-U、C必贝特- U等，涨幅较高的有C奕材-U、C禾元-U、C必贝特-U，涨幅为5.64%、4.68%、1.66%，其余科创板个股 中，涨停的有纬德信息、福昕软件等，跌幅居前的有敏芯股份、南亚新材、和林微纳等，分别下跌 8.96%、7.77%、7.72%。 10月30日公司发布的三季报数据显示，前三季公司共实现营业收入6 ...

Group 1 - AI application sector experienced significant upward movement, with Foxit Software hitting a 20% limit up [1] - BlueFocus Communication Group saw an increase of over 10% [1] - Other companies such as Guozi Software, Kingsoft Office, Yidian Tianxia, Tianlong Group, and Dameng Data also experienced gains [1]

Group 1 - The software development and domestic software sectors experienced a strong rebound on October 30, with notable gains in several companies [1] - Foxit Software reached a 20% limit-up, indicating significant investor interest and confidence [1] - Weidong Information surged over 15%, reflecting positive market sentiment towards the sector [1] Group 2 - Other companies such as Xinan Century, Zhiyuan Interconnection, and Kingsoft Office also saw increases, contributing to the overall strength of the software sector [1]

周三，英伟达成为全球首家市值突破5万亿美元的上市公司，其迅猛的增长势头使其稳居全球AI革命的 核心地位。自2022年11月ChatGPT问世以来，英伟达股价已累计上涨约11倍。ChatGPT的推出，被视为 推动AI产业进入新增长阶段的核心引爆点。 中信建投证券表示，复杂国际形势下科技自立自强重要性凸显，推动AI全产业链国产化闭环，实现AI 产业自主可控发展。 政策面上，央企战略性新兴产业发展专项基金昨天在北京启动，基金首期规模达510亿元。将重点支持 人工智能等战略性新兴产业以及未来信息等未来产业重点领域。 盘面上，今日（10月30日）重点布局国产AI产业链的科创人工智能ETF（589520）随市回调，在水面附 件震荡，场内价格现跌0.32%，资金或迎来逢跌布局机遇！ 成份股方面，福昕软件20CM触板，后被市场拖拽，现涨超16%；道通科技涨逾5%，金山办公涨近 4%，合合信息涨逾3%，涨幅居前。 【国产替代之光，科创自立自强】 站在当前时点，关注科创人工智能ETF（589520）及其联接基金（联接A：024560，联接C：024561） 的三大亮点： 1、政策点火，AI腾飞：顶层政策引爆，AI或成为贯穿本轮行 ...