证券代码：688118 证券简称：普元信息 公告编号：2025-032 普元信息技术股份有限公司 2024 年限制性股票激励计划第一个归属期 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 1,499,100股。 本次股票上市流通总数为1,499,100股。 本次股票上市流通日期为2025 年 9 月 18 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司相关业务规定，普元信息技术股份有限公司（以下简称"公司"） 于近日收到中国证券登记结算有限责任公司上海分公司出具的《证券变更登记证 明》，公司完成了 2024 年限制性股票激励计划（以下简称"本激励计划"）第一个 归属期的股份归属登记工作。现将有关情况公告如下： 归属结果暨股份上市公告 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： 一、本次限制性股票归属的决策程序及相关信息披露 （一）2024 年 4 月 25 日，公司召开第四届董事会第二十三次会议，审议通过 了《关于公司<2024 年限制性股票 ...

证券代码：688118 证券简称：普元信息 公告编号：2025-031 普元信息技术股份有限公司 控股股东、实际控制人之一致行动人减持股份结果公告 本公司董事会、全体董事及相关股东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： 控股股东、实际控制人之一致行动人持股的基本情况 本次减持计划实施前，普元信息技术股份有限公司（以下简称"公司"）控 股股东、实际控制人刘亚东先生的一致行动人刘剑先生直接持有公司股份 161,039 股，占公司总股本的 0.1754%。上述股份均来源于公司首次公开发行前 取得的股份，并已上市流通。 减持计划的实施结果情况 公司于 2025 年 8 月 21 日在上海证券交易所网站（www.see.com.cn）披露了 《普元信息技术股份有限公司控股股东、实际控制人及一致行动人减持股份计划 公告》，因个人资金需求，刘剑先生计划通过集中竞价交易方式减持公司股份不 超过 40,000 股，即不超过公司总股本的 0.0436%。 公司近日收到刘剑先生出具的告知函，截至 2025 年 9 月 12 日，刘剑先生通 ...

Group 1 - The core point of the article is that Puyuan Information (SH 688118) announced a share reduction by Liu Jian, who sold 40,000 shares, accounting for 0.0436% of the company's total equity, and the reduction plan has been completed [1] - As of the announcement date, Puyuan Information's market capitalization is 2.7 billion yuan [1] - The company's revenue composition for the year 2024 is entirely from the software industry, with a 100.0% share [1]

Group 1 - The controlling shareholder and actual controller Liu Yadong's associate Liu Jian planned to reduce holdings by no more than 40,000 shares, accounting for 0.0436% of the company's total share capital [1] - As of September 12, 2025, Liu Jian has completed the reduction of 40,000 shares at a price range of 29.64 to 29.75 yuan per share, totaling 1.1882 million yuan, maintaining the reduction ratio of 0.0436% [1] - Following the reduction, Liu Jian's shareholding decreased to 121,000 shares, representing 0.1318% of the total [1]

Group 1 - The company actively participates in the construction of the domestic software and hardware ecosystem [1] - The company has completed compatibility with Huawei's Kunpeng, GaussDB, and EulerOS, among other domestic software and hardware [1] - A total of over 2400 domestic ecological adaptations and mutual recognition certifications have been completed by the company [1]

Core Viewpoint - Puyuan Information has experienced a continuous decline in stock price, with a total drop of 8.1% over the last four days, leading to concerns about its market performance and investor sentiment [1]. Company Overview - Puyuan Information Technology Co., Ltd. was established on March 26, 2003, and went public on December 4, 2019. The company is located in the Shanghai Free Trade Zone and primarily provides software platforms and application development services to large and medium-sized users in various sectors, including finance, government, energy, telecommunications, and manufacturing [1]. - The revenue composition of Puyuan Information is as follows: 84.68% from software platform business and 15.32% from application development based on the software platform [1]. Shareholder Insights - Among the top ten circulating shareholders of Puyuan Information, the Taixin Fund's Taixin Small and Medium Cap Selected Mixed Fund (290011) increased its holdings by 1.81 million shares in the second quarter, now holding 4.58 million shares, which accounts for 4.99% of the circulating shares. The fund has incurred a floating loss of approximately 1.92 million yuan today and a total floating loss of 11.49 million yuan over the four-day decline [2][4]. - The Taixin Small and Medium Cap Selected Mixed Fund (290011) was established on October 26, 2011, with a current scale of 1.836 billion yuan. Year-to-date returns are 35.37%, ranking 1570 out of 8180 in its category, while the one-year return is 126.23%, ranking 136 out of 7978 [2]. Fund Management - The fund manager of Taixin Small and Medium Cap Selected Mixed Fund (290011) is Dong Jizhou, who has been in the position for 6 years and 53 days. The fund's total asset scale is 3.03 billion yuan, with the best return during his tenure being 162.46% and the worst being 13.49% [3].

Core Viewpoint - Puyuan Information has experienced a decline in stock price, with a cumulative drop of 6.75% over three consecutive days, currently trading at 28.88 CNY per share, with a market capitalization of 2.652 billion CNY [1] Company Overview - Puyuan Information Technology Co., Ltd. was established on March 26, 2003, and listed on December 4, 2019. The company is located in the Shanghai Free Trade Zone and provides software platforms and application development services to large and medium-sized users in various sectors including finance, government, energy, telecommunications, and manufacturing [1] - The company's revenue composition is as follows: 84.68% from software platform business and 15.32% from application development based on the software platform [1] Shareholder Information - The largest shareholder among Puyuan Information's top ten circulating shareholders is a fund under Taixin Fund, specifically the Taixin Small and Medium Cap Selected Mixed Fund (290011), which increased its holdings by 1.81 million shares in Q2, now holding 4.58 million shares, representing 4.99% of circulating shares [2] - The fund has incurred a floating loss of approximately 1.145 million CNY today, with a total floating loss of 9.5722 million CNY during the three-day decline [2] Fund Performance - The Taixin Small and Medium Cap Selected Mixed Fund (290011) was established on October 26, 2011, with a current size of 1.836 billion CNY. Year-to-date, it has achieved a return of 35.88%, ranking 1556 out of 8180 in its category, and a one-year return of 129.89%, ranking 114 out of 7967 [2] - The fund manager, Dong Jizhou, has been in position for 6 years and 52 days, with the best fund return during his tenure being 163.4% and the worst being 13.98% [3] Fund Holdings - Puyuan Information is among the top ten holdings of the Taixin Small and Medium Cap Selected Mixed Fund (290011), accounting for 5.57% of the fund's net value [4]

Financial Performance - The company reported total revenue of 99.18 million yuan for the first half of 2025, a decrease of 24.84% year-on-year [1] - The net profit attributable to shareholders was -29.63 million yuan, an increase of 51.05% year-on-year [1] - The gross margin improved to 49.69%, up 15.38% year-on-year, while the net margin was -29.88%, an increase of 34.87% year-on-year [1] - Total expenses (selling, administrative, and financial) amounted to 68.28 million yuan, accounting for 68.85% of revenue, an increase of 10.22% year-on-year [1] Cash Flow and Debt - The company reported a negative operating cash flow of -0.43 yuan per share, but this was an improvement of 56.32% year-on-year [1] - The company’s cash assets are considered healthy, with a significant amount of cash on hand [3] Business Model and Investment Returns - The company's historical return on invested capital (ROIC) is relatively low, with a median of 5.68% since its listing, indicating weak investment returns [3] - The business model relies heavily on research and marketing, necessitating a deeper analysis of these driving factors [3] Fund Management and Holdings - The company is held by a prominent fund manager, Dong Jizhou from Taixin Fund, who has recently increased his holdings [4] - The most significant fund holding the company is Taixin Small and Medium Cap Selected Mixed Fund, which has a scale of 1.836 billion yuan and has seen a substantial increase in value over the past year [5]

Core Insights - The company, Puyuan Information (688118.SH), reported a total revenue of 99.18 million yuan for the first half of 2025, ranking 92nd among disclosed peers, which represents a decrease of 32.78 million yuan or 24.84% year-on-year [1] - The net profit attributable to shareholders was -29.63 million yuan, ranking 62nd among peers [1] - The net cash flow from operating activities was -39.04 million yuan [1] Financial Metrics - The latest debt-to-asset ratio is 10.75% [3] - The latest gross profit margin stands at 49.69% [3] - The return on equity (ROE) is -3.63%, ranking 76th among peers [3] - The diluted earnings per share (EPS) is -0.32 yuan, ranking 93rd among peers [3] - The total asset turnover ratio is 0.10 times, a decrease of 0.03 times or 24.24% year-on-year, ranking 67th among peers [3] - The inventory turnover ratio is 1.57 times, down by 0.23 times or 12.59% year-on-year [3] Shareholder Information - The number of shareholders is 7,076, with the top ten shareholders holding a total of 33.46 million shares, accounting for 36.44% of the total share capital [3] - The largest shareholder is Liu Yadong, holding 22.8% of the shares [3]

Group 1 - The company reported a total operating revenue of 99.18 million yuan for the first half of 2025, representing a year-on-year decline of 24.84% [1] - The net profit attributable to shareholders of the parent company was -29.63 million yuan, which is an improvement of 30.90 million yuan compared to the same period last year [1] - The basic earnings per share stood at -0.323 yuan [1]