相关日期 证券代码：688111 证券简称：金山办公 公告编号：2025-038 北京金山办公软件股份有限公司 2024年年度权益分派实施公告 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： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/7/10 | 2025/7/11 | 2025/7/11 | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经北京金山办公软件股份有限公司（以下简称"公司"） 2025 年 6 月 4 日的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度：2024年年度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 公司回购专用证券账户除外。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易 所上市公司自律监管指引第 7 号——回购股份》等相关法律、行政法规、部门规 是 ...

Group 1 - The A-share market's three major indices closed mixed, with the Shanghai Stock Exchange Sci-Tech Innovation Board Composite Price Index down 0.33% at 1175.06 points, with a trading volume of 102.415 billion [1] - The Sci-Tech Innovation Board Composite Price Index has increased by 3.76% in the past month, 2.20% in the past three months, and 8.60% year-to-date [1] - The index consists of securities from eligible companies listed on the Sci-Tech Innovation Board, reflecting the overall performance of these companies, with a base date of December 31, 2019, and a base point of 1000.0 [1] Group 2 - The top ten weighted stocks in the Sci-Tech Innovation Board Composite Price Index include Haiguang Information (4.65%), Cambrian (3.38%), SMIC (2.53%), Kingsoft Office (1.86%), and others [1] - The index's holdings are entirely composed of stocks from the Shanghai Stock Exchange, with a 100% share [1] - The industry composition of the index shows that Information Technology accounts for 49.35%, Industry for 24.48%, and Healthcare for 17.77%, among others [2]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 50 Index (Sci-Tech 50) opened higher and fluctuated, rising by 0.24% to 984.95 points with a trading volume of 19.704 billion yuan [1] - Over the past month, the Sci-Tech 50 Index has increased by 0.57%, but it has decreased by 3.92% over the past three months and by 0.64% year-to-date [2] - The Sci-Tech 50 Index consists of 50 securities with high market capitalization and liquidity from the Sci-Tech Innovation Board, reflecting the overall performance of representative Sci-Tech enterprises [2] Group 2 - The top ten weighted stocks in the Sci-Tech 50 Index are: SMIC (10.35%), Haiguang Information (8.5%), Cambricon (7.68%), Lattice Semiconductor (6.2%), Zhongwei Company (5.28%), Kingsoft Office (4.24%), United Imaging (4.21%), Transsion Holdings (2.35%), Chipone Technology (2.27%), and Ninebot (2.27%) [2] - The index is fully composed of stocks listed on the Shanghai Stock Exchange, with the information technology sector accounting for 68.86%, healthcare for 11.91%, industrials for 11.41%, consumer discretionary for 4.45%, materials for 2.72%, and consumer staples for 0.66% [2] Group 3 - The sample of the Sci-Tech 50 Index is adjusted quarterly, with adjustments occurring on the next trading day after the second Friday of March, June, September, and December [3] - The adjustment process allows for a maximum of 10% change in the number of samples, with a buffer rule prioritizing the top 40 candidates for inclusion and the top 60 existing samples for retention [3] - In cases of sample delisting, mergers, or other changes, the index will follow specific guidelines for replacement and adjustment [3]

Group 1: ETF Performance and Liquidity - The software ETF had an intraday turnover of 1.18%, with a transaction volume of 37.91 million yuan [1] - As of July 2, the software ETF's average daily trading volume over the past week was 206 million yuan, ranking first among comparable funds [1] - The software ETF's scale increased by 17.07 million yuan in the past week, also ranking first among comparable funds [1] - The latest share count for the software ETF reached 4.063 billion shares, a one-year high, placing it first among comparable funds [1] - Over the past three days, the software ETF experienced continuous net inflows, with a maximum single-day net inflow of 48.96 million yuan, totaling 113 million yuan [1] - The financing net purchase amount for the software ETF on the previous trading day was 11.37 million yuan, with the latest financing balance at 126 million yuan [1] Group 2: Performance Metrics - As of July 2, the software ETF's net value increased by 45.17% over the past year, ranking 219 out of 2897 index equity funds, placing it in the top 7.56% [1] - The highest monthly return since inception for the software ETF was 39.35%, with the longest consecutive monthly gains being three months and the longest cumulative gain being 69.40% [1] - The average return during the rising months was 9.98% [1] Group 3: AI and Software Industry Insights - Generative AI is transforming the business model of the computer and software development industry from a traditional "licensed software model" to a "results-based service model," with AI applications becoming labor substitutes [1] - The overseas software giants have a first-mover advantage in AI application development, directly collaborating with leading large model manufacturers, while China's general large models are still in a catch-up phase [2] - The manufacturing sector is a stronghold for China, providing quality scenarios for AI technology implementation, with significant potential for AI applications in manufacturing [2] - The rapid development of C-end AIGC applications in China is led by major tech companies with large model capabilities, resulting in superior user experiences [2] - 82% of enterprises plan to integrate AI Agents into their workflows over the next three years, indicating a strong demand for enterprise service software [2] Group 4: Top Weighted Stocks - As of June 30, 2025, the top ten weighted stocks in the CSI Software Service Index include iFLYTEK, Kingsoft Office, Tonghuashun, Hang Seng Electronics, Runhe Software, 360, Softcom Power, Tuo Wei Information, Compass, and China Software, collectively accounting for 60.56% of the index [2]

Core Viewpoint - The artificial intelligence (AI) sector is showing strong performance, with the China Securities Artificial Intelligence Industry Index (931071) and related ETFs reflecting positive trends in the market [1][4]. Group 1: Market Performance - As of July 3, 2025, the China Securities Artificial Intelligence Industry Index (931071) increased by 0.70%, with notable gains from stocks such as Xinyisheng (300502) up 2.95% and Shitou Technology (688169) up 2.52% [1]. - The AI ETF (515980) also saw an increase of 0.59%, indicating a positive sentiment in the AI investment space [1]. Group 2: Liquidity and Scale - The AI ETF recorded a turnover of 1.24% during the trading session, with a transaction volume of 43.44 million yuan, and an average daily transaction volume of 172 million yuan over the past week [3]. - The latest scale of the AI ETF reached 3.491 billion yuan, with leveraged funds continuing to invest, as evidenced by a net financing purchase of 16.65 million yuan on the previous trading day [3]. Group 3: Index Composition and Weighting - The China Securities Artificial Intelligence Industry Index is constructed from 50 representative listed companies based on their AI business proportion, growth level, and market capitalization, with the top ten weighted stocks accounting for 52.07% of the index [3]. - The top ten stocks in the index include companies like Zhongke Shuguang (603019) and Keda Xunfei (002230), with varying weightings that reflect their market significance [6]. Group 4: Investment Outlook - Fund manager Gao Zhe suggests that the current A-share market is in a volatile phase, but the AI sector remains a key area of growth, especially as the second quarter earnings reports approach [4]. - The AI industry is viewed as a high-certainty growth area, making it a focal point for investors seeking opportunities amidst market fluctuations [4].

Group 1 - The software service index of China has decreased by 1.06% as of July 1, 2025, with mixed performance among constituent stocks [1] - Donghua Software led the gains with an increase of 0.42%, while Guiding Compass and other stocks like Hengsheng Electronics and Yonyou Network experienced declines [1] - The software ETF (159852) has undergone adjustments, showing a cumulative increase of 7.85% over the past week, ranking first among comparable funds [1] Group 2 - The software ETF recorded a turnover rate of 3.39% and a transaction volume of 108 million yuan, with an average daily transaction of 250 million yuan over the past week, leading among comparable funds [4] - The latest scale of the software ETF reached 3.195 billion yuan, marking a three-month high and ranking first among comparable funds [4] - The software ETF saw a significant increase in shares, with a growth of 15.8 million shares over the past week, also ranking first among comparable funds [4] Group 3 - The software ETF experienced a net inflow of 17.7697 million yuan, accumulating a total of 82.5867 million yuan over the last five trading days [4] - Leveraged funds are actively participating, with the latest margin buying amounting to 10.0713 million yuan and a margin balance of 107 million yuan [4] - Over the past year, the software ETF's net value has increased by 47.88%, ranking 195th out of 2889 index stock funds, placing it in the top 6.75% [4] Group 4 - According to research from交银国际, AI technology innovation is a key focus for building a strong technological nation, with policy benefits expected to boost technological iteration and local government/enterprise demand [5] - DeepSeek is breaking the limitations of OpenAI's closed-source and high costs through computational innovation, promoting the acceleration of AI application implementation and enhancing market confidence in AI technology development [5] - As regional political influences ease, domestic substitution and AI application support are expected to accelerate revenue and profit growth, potentially leading to further valuation recovery in the software industry [5] Group 5 - As of June 30, 2025, the top ten weighted stocks in the software service index include iFlytek, Kingsoft Office, and others, collectively accounting for 60.56% of the index [5] - The performance of the top ten stocks shows mixed results, with iFlytek slightly down by 0.06% and Hengsheng Electronics down by 4.03% [7] - Investors can also access AI software investment opportunities through the software ETF linked fund (012620) [7]

Investment Rating - The report maintains a positive outlook on the AI industry and recommends an "Outperform" rating for key stocks in the computer sector, including Huada Jiutian, Dameng Data, Kingsoft Office, Newland, Tongxingbao, Saiyi Information, and Hehe Information [4][8]. Core Insights - The development of AI foundation models is progressing positively, with decreasing costs, which is expected to accelerate the adoption of AI applications across various industries [3][8]. - OpenAI's o3-pro model has been launched, showcasing superior performance and an 80% price reduction compared to its predecessor, which is anticipated to further promote AI adoption [9]. - The Doubao 1.6 model has introduced an innovative pricing structure based on input length, significantly reducing costs and enhancing its market competitiveness [10]. - Ant International plans to apply for a stablecoin license in Hong Kong, indicating a positive outlook for the stablecoin market, which may experience rapid growth with the support of major players [11]. Summary by Sections AI Model Developments - OpenAI's o3-pro model outperformed Google's Gemini 2.5 Pro and Anthropic's Claude 4 Opus in key benchmarks, with a significant price reduction that enhances its accessibility [9]. - Doubao's daily token usage surged to over 16.4 trillion, a 137-fold increase, with the new model's pricing structure reducing costs by 63% compared to previous models [10]. Market Outlook - The report emphasizes the ongoing positive cycle in AI model development, with both performance improvements and cost reductions driving the industry's growth [3][8]. - The anticipated regulatory changes in Hong Kong regarding stablecoins are expected to foster a more robust market environment, supported by major financial entities [11].

计算机周报 20250629 计算机行业 2025Q2 业绩前瞻 2025 年 06 月 29 日 ⚫ 市场回顾 本周（6.23-6.27）沪深 300 指数上涨 1.95%，中小板指数上涨 2.55%，创业板 指数上涨 5.69%，计算机（中信）板块上涨 8.09%。板块个股涨幅前五名分别 为：京天利、京北方、指南针、优博讯、卫宁健康；跌幅前五名分别为：易联 众、柏楚电子、天地数码、川大智胜、任子行。 ⚫ 行业要闻 ⚫ 公司动态 ⚫ 本周观点 AI 应用与金融科技的新时代已经到来，AI agent 引领的软件大革命正处于从 0 到 1 的拐点，AI 应用无疑是贯穿未来的最核心主线，与此同时新一轮金融科技 创新机遇打开帷幕，国产算力与卫星互联网均进入规模落地元年。 考虑各个细分领域以及公司的具体情况，建议关注：1）国内 AI 算力：寒武 纪、海光信息等；2）国内 AI 应用：海康威视、金山办公、科大讯飞、萤石网 络、中科创达、金桥信息、卓易信息、佳发教育等。3）稳定币产业链：中科金 财、金证股份、朗新科技、众安在线、连连数字、中国光大控股、宇信科技、 天阳科技、京北方等；4）跨境支付产业链：新大陆、新国都、拉 ...

Core Viewpoint - The software service index has shown strong performance, with significant increases in individual stocks and the software ETF, indicating a positive trend in the software sector [1][4]. Group 1: Market Performance - As of June 24, 2025, the software service index rose by 2.19%, with notable increases in stocks such as Guide Compass (up 12.82%) and Wealth Trend (up 6.27%) [1]. - The software ETF (159852) increased by 2.13%, and over the past year, it has accumulated a rise of 31.01% [1]. - The software ETF recorded a turnover rate of 4.32% and a transaction volume of 127 million yuan, with an average daily transaction volume of 155 million yuan over the past year, ranking first among comparable funds [4]. Group 2: Fund Growth and Performance - The software ETF experienced a significant growth of 45.33 million yuan in scale over the past two weeks, leading among comparable funds [4]. - In the last five trading days, the software ETF saw net inflows on four occasions, totaling 73.89 million yuan [4]. - The net value of the software ETF increased by 31.38% over the past year, ranking 396th out of 2869 index stock funds, placing it in the top 13.80% [4]. Group 3: Industry Insights - According to Guojin Securities, the computer and software development industry is currently in a relatively chaotic fundamental period, with products awaiting breakthroughs in large models [4]. - Investment perspectives are driven more by risk appetite, with potential for transformation into a prosperous investment as new technologies and policies emerge [4]. - Zhongyuan Securities anticipates a steady upward trend in the market, emphasizing the need to monitor policy, capital, and external market changes closely [5]. Group 4: Key Stocks - The top ten weighted stocks in the software service index account for 59.85%, with notable companies including iFlytek (11.19%), Kingsoft Office (8.92%), and Tonghuashun (7.79%) [5][7]. - The table of key stocks shows various performance metrics, indicating a diverse range of growth among leading companies in the sector [7].

6月20日，金山办公教育事业部副总经理张广磊在AI办公中国行走进杭州上透露，WPS AI作为标杆产品已经写入高校人工智能通识课教材。 WPS AI是金山办公发布的基于大语言模型的人工智能办公应用，锚定AIGC（内容创作）、Copilot（智慧助理）、Insight（知识洞察）三个战略方向发展， 为用户提供内容生成、速读文章、数据分析、PPT美化、校对排版等智能服务，并应用于各类企业和机构，提升组织办公效率。 近些年，人工智能加速融入教育领域，培养师生的人工智能素养成为教育界关注的焦点。凭借产品易上手、强实用性的特点，WPS AI的实操技能被选入国 产软件通识课系列教材、教育部产学合作协同育人项目成果《大学计算机——面向新一代信息技术》,高等院校人工智能通识课系列"新形态"规划教材《人 工智能导论（通识版）》等课本。 WPS长期参与教育行业的发展。在教材出版方面，企业联合高等院校累计开发专业教材及配套讲义100余部，其中14部优质教材成功入选首批"十四五"职业 教育国家规划教材名录，另有42部精品教材通过2024年度第二批国家级规划教材申报评审。在中职教育领域，企业与高等教育出版社、电子工业出版社等五 家权威出 ...