格隆汇2月26日丨普元信息(688118.SH)公布2025年度业绩快报，2025年度，公司实现营业收入33,934.20 万元，同比下降19.17%；归属于母公司所有者的净利润746.74万元，同比增长14.07%；归属于母公司所 有者的扣除非经常性损益的净利润较上年减少亏损429.55万元。 报告期内，公司持续优化业务结构及人力资源配置，在前期良好的经营成效基础上，综合毛利率进一步 提升，并通过费用管控等措施加强精细化运营管理，稳步提升整体盈利能力。 报告期内，公司持续聚焦以产品为主要驱动力的高质量核心业务，主动收缩不符合未来发展方向的、低 毛利传统开发及服务类项目，营收规模相应下降。伴随人工智能技术的加速普及，下游客户的投资重点 正从基础信息化建设向高质量数据、AI应用落地及智能化基座构建等方向转移。为顺应这一趋势，公 司更加聚焦于将AI能力深度融入核心产品体系，重点推进"一开"（智能化开发）、"易数"（智能化数据 资产管理）等智能数字基座的AI原生升级，以及企业级AI智能体平台的研发与推广，相应减少了对传 统开发及服务类项目的资源投入，以构建面向AI时代的持久竞争力。 ...

Core Viewpoint - The company reported a decline in revenue for 2025, while net profit showed an increase, indicating a shift in focus towards AI applications and high-quality data [1] Financial Performance - The company achieved an operating revenue of 339.34 million yuan in 2025, a year-on-year decrease of 19.17% [1] - The net profit attributable to the parent company was 7.47 million yuan, reflecting a year-on-year increase of 14.07% [1] - The net profit attributable to the parent company, excluding non-recurring gains and losses, decreased by 4.30 million yuan compared to the previous year [1] Industry Trends - The acceleration of artificial intelligence technology adoption is shifting downstream customer investment focus from basic information construction to high-quality data, AI application implementation, and the establishment of intelligent infrastructure [1]

证券代码：688118 证券简称：普元信息 公告编号：2026-002 普元信息技术股份有限公司 2025 年度业绩快报公告 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。 | 项目 | 本报告期 | 上年同期 | 增减变动幅度（％） | | --- | --- | --- | --- | | 营业总收入 | 33,934.20 | 41,983.35 | -19.17 | | 营业利润 | 338.50 | 105.45 | 221.01 | | 利润总额 | 294.97 | 82.62 | 257.02 | | 归属于母公司所有者的净利润 | 746.74 | 654.66 | 14.07 | | 归属于母公司所有者的扣除非 经常性损益的净利润 | -391.68 | -821.23 | 不适用 | | 基本每股收益（元） | 0.081 | 0.071 | 14.08 | | 加权平均净资产收益率 | 0.87% | 0.76% | 增加 0.11 个百分点 | | | 本报告期末 | 本报告期初 | 增减变动幅度 ...

报告期内，公司持续优化业务结构及人力资源配置，在前期良好的经营成效基础上，综合毛利率进一步 提升，并通过费用管控等措施加强精细化运营管理，稳步提升整体盈利能力。 格隆汇2月26日丨普元信息(688118.SH)公布2025年度业绩快报，2025年度，公司实现营业收入33,934.20 万元，同比下降19.17%；归属于母公司所有者的净利润746.74万元，同比增长14.07%；归属于母公司所 有者的扣除非经常性损益的净利润较上年减少亏损429.55万元。 报告期内，公司持续聚焦以产品为主要驱动力的高质量核心业务，主动收缩不符合未来发展方向的、低 毛利传统开发及服务类项目，营收规模相应下降。伴随人工智能技术的加速普及，下游客户的投资重点 正从基础信息化建设向高质量数据、AI应用落地及智能化基座构建等方向转移。为顺应这一趋势，公 司更加聚焦于将AI能力深度融入核心产品体系，重点推进"一开"（智能化开发）、"易数"（智能化数据 资产管理）等智能数字基座的AI原生升级，以及企业级AI智能体平台的研发与推广，相应减少了对传 统开发及服务类项目的资源投入，以构建面向AI时代的持久竞争力。 ...

Group 1 - The A-share market saw a collective rise in DeepSeek concept stocks, with notable increases in shares such as Youkede-W up nearly 14% and Shoudu Online up over 11% [1] - DeepSeek updated its model, with user feedback indicating enhancements in both web and app versions, now supporting a maximum context length of 1 million tokens, an increase from the previous version's 128K tokens released in August last year [1] Group 2 - Specific stock performance includes Youkede-W with a market cap of 19.5 billion and a year-to-date increase of 52.26%, Shoudu Online with a market cap of 15.8 billion and a year-to-date increase of 37.19%, and Dongfang Guoxin with a market cap of 17 billion and a year-to-date increase of 46.28% [2] - Other notable stocks include China Jushi with a market cap of 108.8 billion and a year-to-date increase of 59.01%, and Puyuan Information with a market cap of 3.126 billion and a year-to-date increase of 31.27% [2]

Core Viewpoint - The DeepSeek concept stocks in the A-share market experienced a collective rise, driven by updates to the DeepSeek model, which now supports a context length of up to 1 million tokens, significantly enhancing its capabilities compared to the previous version released in August last year, which supported 128K tokens [1]. Group 1: Stock Performance - Youke De-W (优刻得-W) saw a rise of 13.93%, with a total market capitalization of 19.5 billion and a year-to-date increase of 52.26% [2]. - Capital Online (首都在线) increased by 11.34%, with a market cap of 15.8 billion and a year-to-date rise of 37.19% [2]. - Dongfang Guoxin (东方国信) rose by 7.55%, with a market cap of 17 billion and a year-to-date increase of 46.28% [2]. - China Jushi (中国巨石) experienced a 6% increase, with a market cap of 108.8 billion and a year-to-date rise of 59.01% [2]. - Puyuan Information (普元信息) increased by 5.55%, with a market cap of 3.126 billion and a year-to-date rise of 31.27% [2]. - Chipengwei (芯朋微) rose by 5.07%, with a market cap of 9.151 billion and a year-to-date increase of 14.43% [2]. - Guangliwei (广立微) increased by 4.74%, with a market cap of 17.7 billion and a year-to-date rise of 23.54% [2]. - Huohuan New Network (光环新网) rose by 4.27%, with a market cap of 32.9 billion and a year-to-date increase of 46.52% [2].

公司在2026年1月13日的异常波动公告中指出，其AI软件基础平台产品尚处于初步商业化阶段，尚未形 成稳定收入来源，未来进展需密切关注。 经济观察网普元信息近期多项动态可能影响其市场预期与基本面，包括2026年第一季度财报的发布、 AI软件基础平台产品的商业化进展、行业政策环境变化以及资金面与融资动态。 业绩经营情况 公司后市走势需结合业绩兑现情况，若一季度财报能验证成长性，可能对股价产生影响。当前公司2025 年前三季度营收同比减少23.14%，归母净利润为负，因此财报数据尤为关键。 业务进展情况 行业政策与环境 资金面情况 截至2026年2月2日，公司融资余额处于较高水平，融券余额位于历史高位，资金动向可能反映市场情绪 变化。后续需观察主力资金流向是否持续谨慎。 以上内容基于公开资料整理，不构成投资建议。 软件开发行业长期受数字经济政策支撑，"十五五"规划开局年可能强化信息化投入，公司作为企业级软 件服务商或受益于国产替代趋势。外部因素如科技板块轮动也可能带来波动。 ...

华宝中证金融科技主题ETF（159851）基金经理为陈建华、曹旭辰。 截至发稿，陈建华累计任职时间13年55天，现任基金资产总规模256.06亿元，任职期间最佳基金回报 182.59%， 任职期间最差基金回报-49.65%。 曹旭辰累计任职时间266天，现任基金资产总规模320.21亿元，任职期间最佳基金回报143.71%， 任职 期间最差基金回报-8.51%。 2月11日，普元信息涨5.12%，截至发稿，报32.43元/股，成交1.87亿元，换手率6.35%，总市值30.26亿 元。 资料显示，普元信息技术股份有限公司位于中国(上海)自由贸易试验区学林路36弄研创园17号楼，成立 日期2003年3月26日，上市日期2019年12月4日，公司主营业务涉及面向金融、政务、能源、电信、制造 业等行业大中型用户,提供自主可控、安全可靠的软件基础平台及应用软件开发服务。主营业务收入构 成为：软件基础平台业务84.68%，基于软件基础平台的应用开发业务15.32%。 从普元信息十大流通股东角度 数据显示，华宝基金旗下1只基金位居普元信息十大流通股东。华宝中证金融科技主题ETF（159851） 三季度新进十大流通股东，持 ...

Core Insights - Puyuan Information Technology Co., Ltd. has been awarded the title of "Outstanding Member Unit" by the Cloud Computing Standards and Open Source Promotion Committee, recognizing its significant contributions in standard formulation, technical ecology, and digital intelligence practices [1][3][9] - Several experts from Puyuan, including Gu Wei, Hao Yanfeng, and Ni Jian, received the "Outstanding Contribution Expert" honor, reflecting the company's commitment to industry empowerment and technical practice [1][3][9] Group 1: Recognition and Contributions - Puyuan's recognition as an "Outstanding Member Unit" is a testament to its role as a contributor to standard system construction and its expertise in the foundational platform field for large and medium-sized enterprises [3][10] - The company has been actively involved in the development of standards in areas such as cloud-native, low-code, intelligent integration, and digital intelligence foundation, addressing common pain points and solutions in key industries like advanced manufacturing, government, and finance [3][10] Group 2: Expert Involvement and Industry Impact - The honors received by Puyuan's experts highlight the company's comprehensive investment in technology research and industry empowerment, showcasing their capabilities and the company's service capacity [3][10] - Experts from Puyuan have participated in compiling the "Central State-Owned Enterprises Digital Intelligence Transformation Development Report," providing actionable transformation recommendations for enterprises [4][14] - Puyuan continues to focus on "standard-led, practical empowerment," leveraging its platform product systems to enhance selection accuracy and accelerate application delivery efficiency for clients [6][13]

2月2日，普元信息跌3.09%，成交额1.39亿元。两融数据显示，当日普元信息获融资买入额1168.12万 元，融资偿还1232.87万元，融资净买入-64.75万元。截至2月2日，普元信息融资融券余额合计1.53亿 元。 资料显示，普元信息技术股份有限公司位于中国(上海)自由贸易试验区学林路36弄研创园17号楼，成立 日期2003年3月26日，上市日期2019年12月4日，公司主营业务涉及面向金融、政务、能源、电信、制造 业等行业大中型用户,提供自主可控、安全可靠的软件基础平台及应用软件开发服务。主营业务收入构 成为：软件基础平台业务84.68%，基于软件基础平台的应用开发业务15.32%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 截至9月30日，普元信息股东户数8558.00，较上期增加20.94%；人均流通股10904股，较上期减少 15.97%。2025年1月-9月，普元信息实现营业收入1.58亿元，同比减少23.14 ...