Market Overview - On September 12, the software development sector declined by 0.49%, with Anbotong leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Top Gainers in Software Development Sector - Cais Information (688631) closed at 88.65, up 7.01% with a trading volume of 46,500 shares and a turnover of 405 million [1] - Weide Information (688171) closed at 56.75, up 6.57% with a trading volume of 26,700 shares and a turnover of 150 million [1] - ST Lifang (300344) closed at 5.55, up 6.12% with a trading volume of 352,900 shares and a turnover of 195 million [1] - Zhongdian Xinlong (002298) closed at 10.37, up 5.60% with a trading volume of 1,008,800 shares and a turnover of 1.024 billion [1] - Deepin Technology (300454) closed at 123.24, up 4.18% with a trading volume of 127,300 shares and a turnover of 1.567 billion [1] Top Decliners in Software Development Sector - Anbotong (688168) closed at 100.67, down 8.96% with a trading volume of 34,600 shares and a turnover of 35.4 million [2] - ST Guangdao (839680) closed at 10.15, down 8.89% with a trading volume of 87,800 shares and a turnover of 91.995 million [2] - Jingwei Hengrun (688326) closed at 114.45, down 3.50% with a trading volume of 14,100 shares and a turnover of 162 million [2] Capital Flow Analysis - The software development sector experienced a net outflow of 3.111 billion from institutional investors, while retail investors saw a net inflow of 2.08 billion [2][3] - Major stocks like Deepin Technology (300454) had a net inflow of 1.79 billion from institutional investors, but a net outflow of 2.23 billion from retail investors [3] - Anbotong (688168) had a net inflow of 590.45 million from institutional investors, but also saw significant outflows from retail investors [3]

Core Points - Anbotong's stock price increased by 5% to 105.00 CNY per share, with a trading volume of 161 million CNY and a turnover rate of 2.05%, resulting in a total market capitalization of 8.07 billion CNY [1] - Anbotong specializes in the research, development, sales, and related technical services of core software products in the cybersecurity sector, with revenue composition as follows: Security Gateway 39.47%, Security AI 35.21%, Security Management 18.05%, Security Services 7.15%, and Others 0.12% [1] Fund Holdings - According to data, one fund under GF Fund has a significant holding in Anbotong, specifically the GF Reform Mixed Fund (001468), which held 68,900 shares in the second quarter, unchanged from the previous period, accounting for 2.48% of the fund's net value, ranking as the fourth-largest holding [2] - The GF Reform Mixed Fund was established on July 27, 2015, with a current size of 197 million CNY, yielding a return of 22.97% year-to-date, ranking 3278 out of 8175 in its category; over the past year, it achieved a return of 38.2%, ranking 4011 out of 7982 [2] - The fund manager, Chen Shaoping, has a tenure of 18 years and 290 days, with the fund's best return during his tenure being 67.03% and the worst being -27.18% [2]

Group 1 - The core viewpoint of the news is that Anbotong's stock price has declined by 5%, reaching 101.74 CNY per share, with a trading volume of 178 million CNY and a turnover rate of 2.23%, resulting in a total market capitalization of 7.819 billion CNY [1] - Anbotong Technology Co., Ltd. is based in Beijing and specializes in the research, development, sales, and related technical services of core software products for network security [1] - The company's main business revenue composition includes: Security Gateway 39.47%, Security Artificial Intelligence 35.21%, Security Management 18.05%, Security Services 7.15%, and Others 0.12% [1] Group 2 - From the perspective of fund holdings, one fund under GF Fund has a significant position in Anbotong, specifically the GF Reform Mixed Fund, which held 68,900 shares in the second quarter, unchanged from the previous period, accounting for 2.48% of the fund's net value [2] - The GF Reform Mixed Fund has a current scale of 197 million CNY and has achieved a return of 22.85% this year, ranking 3239 out of 8177 in its category [2] - The fund manager, Chen Shaoping, has a tenure of 18 years and 289 days, with the best fund return during his tenure being 68.61% and the worst being -27.18% [2]

Core Viewpoint - The company is focusing on the integration of AI technology with security measures to enhance its operational capabilities and efficiency in the second half of the year [1] Group 1: AI Business Strategy - The company will continue to advance its security AI business project reserves, collaborating with its main business for mutual development [1] - The establishment of the Luban AI Research Institute was officially announced in the first half of 2025, indicating a commitment to AI research and development [1] Group 2: AI and Security Integration - The company aims to deeply integrate AI technology with security, enhancing its offensive and defensive capabilities [1] - The newly released "Yicai" AI interaction architecture has already been implemented in the medical device CRO sector, showcasing practical applications of AI [1] Group 3: Efficiency Goals - The initial target for the AI implementation in the medical device sector is to achieve a labor cost reduction of approximately 30%, with future goals aiming for a reduction of around 50% [1]

Group 1 - The company, Anbotong, announced its participation in the 2025 semi-annual performance briefing for the artificial intelligence industry on the Sci-Tech Innovation Board [2] - The meeting is scheduled to take place on September 9, 2025 [2]

Group 1 - The company will participate in the 2025 semi-annual performance briefing for the artificial intelligence industry on September 9, 2025, from 15:00 to 17:00 [1][2] - The meeting will be held online via text interaction, allowing investors to engage with the company [2] - Investors can submit questions by September 8, 2025, at 16:00, which the company will address during the briefing [1][2] Group 2 - The briefing will focus on the company's operating results and financial indicators for the first half of 2025 [2] - Key personnel attending include the Chairman and General Manager, Mr. Zhong Zhu, and the Chief Financial Officer, Mr. Xia Zhenfu [2] - After the meeting, investors can view the session and its main content on the Shanghai Stock Exchange's roadshow center [2]

北京安博通科技股份有限公司 关于参加 2025 年半年度科创板人工智能行业集体业 绩说明会的公告 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 ● 会议召开时间：2025 年 9 月 9 日（星期二）下午 15:00-17:00 证券代码：688168 证券简称：安博通 公告编号：2025-030 （ 三 ） 视 频 和 线 上 文 字 互 动 平 台 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （http://roadshow.sseinfo.com/） ● 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 (http://roadshow.sseinfo.com) ● 会议召开方式：线上文字互动 ● 投资者可于 2025 年 9 月 8 日（星期一）16:00 前通过公司投资者邮箱、 电话等方式将需要了解和关注的问题提前提供给公司。公司将在业绩说明会上对 投资者普遍关注的、有代表性的问题逐条进行回答。 北京安博通科技股份有限公司（以下简称"公司"）已于 2025 ...

Group 1 - Anbangtong executed a block trade on September 1, with a transaction volume of 100,000 shares and a transaction amount of 9.788 million yuan, at a price of 97.88 yuan, which represents a 10% discount compared to the closing price of the day [2] - The buyer of the block trade was CITIC Securities Co., Ltd. Yixing New Town Road Securities Business Department, while the seller was Zhongshan Securities Co., Ltd. Shanghai Xuhui Branch [2] - In the last three months, Anbangtong has recorded a total of 2 block trades, with a cumulative transaction amount of 20.4734 million yuan [2] Group 2 - On the same day, Anbangtong's closing price was 108.76 yuan, down 0.11%, with a daily turnover rate of 5.65% and a total transaction amount of 474 million yuan, showing a net inflow of 500,000 yuan from main funds [2] - Over the past five days, the stock has increased by 23.03%, with a total net inflow of 240 million yuan [2] - The latest margin financing balance for Anbangtong is 540 million yuan, which has increased by 200 million yuan over the past five days, representing a growth rate of 58.82% [2]

Group 1 - The stock of Anbotong closed at 108.76 yuan on September 1, with a slight decline of 0.11% [1] - A block trade occurred involving 100,000 shares, totaling a transaction amount of 9.788 million yuan, with a discount rate of -10% [1] - The buyer was CITIC Securities Co., Ltd., and the seller was Zhongshan Securities Co., Ltd. [1] Group 2 - In the last three months, Anbotong has recorded two block trades with a total transaction amount of 20.4734 million yuan [1] - Over the past five trading days, the stock has increased by 23.03%, with a net inflow of 235 million yuan from main funds [1]

Group 1 - On September 1, Ambo Communication executed a block trade of 100,000 shares, with a transaction amount of 9.788 million yuan, accounting for 2.02% of the total transaction volume for the day [1] - The transaction price was 97.88 yuan, which represents a 10% discount compared to the market closing price of 108.76 yuan [1]