Core Viewpoint - Newpoint Software, a leading player in the procurement industry, has faced challenges in revenue and profit due to macroeconomic conditions affecting downstream customer demand, particularly in smart government services, despite having a strong product lineup and industry position [2][5][6]. Group 1: Company Overview - Newpoint Software was established on October 6, 1998, and went public on November 17, 2021, on the Shanghai Stock Exchange, with its registered and office address in Jiangsu Province [1]. - The company specializes in software and information technology services, covering areas such as smart procurement and smart government [1]. Group 2: Financial Performance - For Q3 2025, Newpoint Software reported revenue of 1.053 billion yuan, ranking 26th among 102 companies in the industry, while the industry leader, Shanghai Steel Union, achieved revenue of 57.318 billion yuan [2]. - The net profit for the same period was -108 million yuan, placing the company 90th in the industry, with the top performer, Desay SV, reporting a net profit of 1.805 billion yuan [2]. - The company's asset-liability ratio was 16.39%, lower than the industry average of 31.94%, and its gross margin was 61.28%, exceeding the industry average of 41.71% [3]. Group 3: Management Compensation - Chairman Cao Libin's compensation for 2024 is 1.4501 million yuan, a decrease of 71,500 yuan from 2023 [4]. - President Huang Sulong's compensation for 2024 is 1.3959 million yuan, down by 50,900 yuan from the previous year [4]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 16.37% to 10,100, while the average number of circulating A-shares held per shareholder decreased by 14.07% to 32,700 [5]. - The top ten circulating shareholders saw reductions in their holdings, with notable decreases in shares held by Zhonggeng Value Pioneer and Zhonggeng Small Cap Value stocks [5]. Group 5: Market Outlook - Despite short-term performance pressures, analysts highlight potential growth driven by strong policy support for AI and government integration, with expectations for net profits of 188 million yuan, 261 million yuan, and 314 million yuan from 2025 to 2027 [6].

Core Viewpoint - Newpoint Software's stock has shown fluctuations with a recent increase of 2.02%, but the company has experienced a year-to-date decline of 4.57% in stock price, indicating potential challenges in its financial performance and market perception [1][2]. Financial Performance - As of September 30, Newpoint Software reported a revenue of 1.053 billion yuan, a year-on-year decrease of 16.32%, and a net profit attributable to shareholders of -107 million yuan, reflecting a significant decline of 667.73% [2]. - Cumulative cash dividends since the company's A-share listing amount to 597 million yuan, with 432 million yuan distributed over the past three years [3]. Shareholder Information - The number of shareholders increased by 16.37% to 10,100 as of September 30, while the average circulating shares per person decreased by 14.07% to 32,673 shares [2]. - The top ten circulating shareholders include notable funds, with a decrease in holdings for both Zhonggeng Value Pioneer Stock and Zhonggeng Small Cap Value Stock [3]. Market Activity - The stock price reached 27.33 yuan per share with a trading volume of 39.83 million yuan and a turnover rate of 0.45%, indicating moderate trading activity [1]. - The main capital flow showed a net inflow of 126,100 yuan, with large orders accounting for 14.50% of purchases and 14.19% of sales [1]. Business Segments - Newpoint Software's main business revenue breakdown includes Smart Procurement (51.04%), Smart Government (29.39%), Digital Construction (18.81%), and Rental Income (0.76%) [1]. - The company operates within the software development sector, focusing on vertical application software, and is associated with concepts such as AI Agents, data elements, smart governance, blockchain, and domestic software [1].

上市公司名称：国泰新点软件股份有限公司 上市地点：上海证券交易所 股票简称：新点软件 股票代码：688232 信息披露义务人：张家港市产业发展集团有限公司 住所/通讯地址：张家港市杨舍镇国泰时代广场 2 幢 1101 室 股份变动性质：间接持股增加（国有股权无偿划转） 签署日期：2025 年 10 月 证券代码：688232 证券简称：新点软件 国泰新点软件股份有限公司 详式权益变动报告书 声 明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》《上市公司收 购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变 动报告书》《公开发行证券的公司信息披露内容与格式准则第 16 号——上市公司 收购报告书》等相关法律法规编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反 信息披露义务人章程或内部规则的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本报 告书已全面披露信息披露义务人在国泰新点软件股份有限公司拥有权益的股份。截 至本报告书签署之日，除本报告书披露的信息外，信息披露义务人没有通过任何其 他方式在国泰新点软 ...

证券代码：688232 证券简称：新点软件 公告编号：2025-058 国泰新点软件股份有限公司 关于股东权益变动的提示性公告 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： 本次权益变动不属于增持、减持，为公司第一大股东股权关系发生变化， 不触及要约收购。 一、本次权益变动基本情况 （一）本次权益变动的主要内容 公司于近日收到公司第一大股东国际贸易出具的《关于江苏国泰国际贸易有 限公司之国有股权无偿划转协议》（以下简称"《无偿划转协议》"），经张家 港市人民政府的《市政府关于同意张家港市产业发展集团有限公司相关股权划转 的批复》及张家港市国有资产管理中心（张家港市人民政府直属单位）《关于张 家港市产业发展集团有限公司相关股权划转的通知》同意，张家港市人民政府将 持有的国际贸易 100%国有股权无偿划转至产发集团，后续由产发集团对国际贸 易行使出资人权力，依法经营、管理和监督。 本次权益变动前，张家港市人民政府通过国际贸易，间接持有公司 62,083,643 股股份，占总股本的 18.81%。 本次权益变动 ...

Group 1 - On October 29, Huahai Chengke executed a block trade of 127,000 shares, with a transaction amount of 12.6162 million yuan, accounting for 2.5% of the total transaction volume for the day [1] - The transaction price was 99.34 yuan, which represents a discount of 10.94% compared to the market closing price of 111.54 yuan [1]

Group 1 - The company reported a revenue of 1.053 billion yuan for the first three quarters of 2025, representing a year-on-year decline of 16.32% [1] - The net profit attributable to the parent company was a loss of 107 million yuan [1] - The non-recurring net profit was a loss of 155 million yuan, with a basic earnings per share of -0.33 yuan [1]

Core Viewpoint - The company announced a provision for asset impairment totaling 28.1852 million yuan for the first three quarters of 2025, following a thorough impairment test on its assets as of September 30, 2025, in accordance with accounting standards and policies [1] Group 1 - The company conducted an asset impairment test to objectively and fairly reflect its financial status and operating results [1] - The impairment provision was made based on the principle of prudence [1] - The total amount of asset impairment provision for the first three quarters of 2025 is 28.1852 million yuan [1]

Company Performance - New Point Software (SH 688232) reported a revenue of approximately 1.053 billion yuan for the first three quarters of 2025, representing a year-on-year decrease of 16.32% [1] - The net profit attributable to shareholders of the listed company was a loss of approximately 107 million yuan [1] - The basic earnings per share showed a loss of 0.33 yuan [1] Market Context - As of the report date, New Point Software has a market capitalization of 9 billion yuan [2] - The Chinese innovative drug sector has seen significant overseas licensing sales, totaling 80 billion US dollars this year [2] - There is a contrast in the biopharmaceutical secondary market being active while the primary market is experiencing a fundraising slowdown [2]

国泰海通证券股份有限公司 关于国泰新点软件股份有限公司 使用部分暂时闲置募集资金进行现金管理的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 国泰新点软件股份有限公司（以下简称"新点软件"、"公司"或"发行人"） 首次公开发行股票并在科创板上市的保荐机构，根据《证券发行上市保荐业务管 理办法》《上市公司募集资金监管规则》《上海证券交易所科创板股票上市规则》 《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等有关法 律法规和规范性文件的要求，就新点软件使用部分暂时闲置募集资金进行现金管 理的事项进行了审慎核查，并发表如下核查意见： 一、投资情况概述 （一）投资目的 公司及子公司为提高资金的使用效率和收益，在不影响募集资金项目投资计 划正常实施和公司正常经营业务的情况下，对部分暂时闲置的募集资金进行现金 管理，增加资金收益，更好地实现资金的保值增值，保障公司股东的利益。 （二）投资金额 本次拟使用不超过人民币 8 亿元（含超募资金）的部分暂时闲置募集资金进 行现金管理，在前述额度范围内，资金可以滚动使用。其中，拟使用不超过人民 币 3 亿元（含超募资金）向江苏张家港 ...

证券代码：688232 证券简称：新点软件 公告编号：2025-054 国泰新点软件股份有限公司 关于使用部分暂时闲置资金进行现金管理 暨关联交易的公告 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： 交易概述：国泰新点软件股份有限公司（以下简称"公司"）拟使用不超 过人民币 15 亿元向江苏张家港农村商业银行股份有限公司（以下简称"张家港 农商行"）购买投资产品，其中 12 亿元来自部分暂时闲置自有资金，用于购买 安全性高、流动性好的投资产品（包括但不限于存款、定期存款、通知存款、大 额存单、协定存款、结构性存款、银行理财产品、证券公司理财、投资公司理财、 信托、逆回购、基金等）；其中 3 亿元（含超募资金）来自部分暂时闲置募集资 金，用于购买安全性高、流动性好、产品期限不超 12 个月的保本型理财产品、 定期存款、通知存款、协定存款、结构性存款、大额存单等理财产品。决议有效 期自公司 2025 年第四次临时股东会审议通过之日起 12 个月内有效。在决议有效 期内，资金可以在上述额度内滚动使用。公司董事会 ...