近日，江苏卓易信息科技股份有限公司（以下简称"卓易信息"）发布控股股东、实际控制人减持股份计 划公告，引发市场关注。 减持承诺与影响 谢乾此前在公司《江苏卓易信息科技股份有限公司首次公开发行股票并在科创板上市招股说明书》中作 出多项承诺，包括上市后一定期限内不转让股份、股价相关的锁定期延长承诺、减持价格承诺等。本次 拟减持事项与此前已披露的承诺一致。 本次减持股东谢乾先生为公司控股股东、实际控制人，但公司表示本次减持不会导致公司控股股东、实 际控制人发生变化，也不会对公司持续稳定经营产生重大影响。不过，由于减持计划存在减持时间、减 持数量、减持价格等不确定性，投资者仍需注意投资风险。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 减持主体情况 ...

格隆汇9月7日丨卓易信息(688258.SH)发布公告，因自身资金需求，公司控股股东、实际控制人、董事 长兼总经理谢乾拟通过集中竞价和大宗交易相结合的方式减持不超过363.43万股公司股份，占公司股份 总数比例不超过3.00%，将于本减持计划公告披露之日起15个交易日后的3个月内进行。 ...

卓易信息9月7日公告，公司控股股东、实际控制人、董事长兼总经理谢乾因自身资金需求，计划自2025 年9月30日起至2025年12月29日止，通过集中竞价和大宗交易方式减持公司股份不超过363.43万股，即 不超过公司总股本的3%。其中，通过集中竞价方式减持不超过121.14万股，通过大宗交易方式减持不 超过242.28万股。减持价格将根据减持时的市场价格确定。本次减持不会导致公司控股股东、实际控制 人发生变化。 ...

证券代码：688258 证券简称：卓易信息 公告编号：2025-033 江苏卓易信息科技股份有限公司 重要内容提示： 股东持有股份的基本情况 截至本公告披露日，江苏卓易信息科技股份有限公司（以下简称"卓易信息" 或"公司"）控股股东、实际控制人、董事长兼总经理谢乾先生直接持有公司股 份 47,667,923 股，占公司股份总数的 39.35%。上述股份来源于公司首次公开发 行前持有的股份及公司转增股份。 减持计划的主要内容 因自身资金需求，谢乾先生拟通过集中竞价和大宗交易相结合的方式减持不 超过 3,634,267 股公司股份，占公司股份总数比例不超过 3.00%，将于本减持计 划公告披露之日起 15 个交易日后的 3 个月内进行。其中：拟通过集中竞价方式 减持的，任意连续 90 日内减持总数不超过公司股份总数的 1%；拟通过大宗交易 方式减持的，任意连续 90 日内减持总数不超过公司股份总数的 2%。若在减持计 划实施期间公司发生派发红利、送红股、转增股本、增发新股或配股等股本除权、 除息事项的，将根据股本变动对减持数量进行相应调整。 公司于近日收到谢乾先生出具的《关于股东减持计划的告知函》，现将相关 减持 ...

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： （网址：http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络文字互动 投资者可于 2025 年 9 月 5 日（星期五）至 9 月 10 日（星期三） 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过 公司邮箱 wangjuan@eazytec.com 进行提问。公司将在说明会上对投 资者普遍关注的问题进行回答。 证券代码：688258 证券简称：卓易信息 公告编号：2025-032 江苏卓易信息科技股份有限公司关于参加 2025 年半 年度科创板软件行业集体业绩说明会的公告 三、参加人员 公司参加此次说明会人员包括：董事长兼总经理谢乾先生、副总 经理兼董事会秘书王娟女士、独立董事徐建忠先生、财务总监黄吉丽 女士。（如有特殊情况，参会人员将可能进行调整） 四、投资者参加方式 江苏卓易信息科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日发布公司 2025 年半年度报告，为便于广大投资 ...

Investment Rating - The report maintains a "Recommended" rating for the company [4] Core Insights - The company achieved a revenue of 174 million yuan in the first half of 2025, representing a year-on-year growth of 11.07%. The net profit attributable to shareholders was 27 million yuan, up 40.66% year-on-year, while the net profit after deducting non-recurring items reached 21 million yuan, marking a significant increase of 323.58% [1][2] - The cloud service business saw a revenue increase of 48.1% year-on-year, driven by project settlement cycles. The core firmware business for cloud computing devices generated 61 million yuan in revenue, with a gross margin improvement of 10 percentage points due to mature technology and the introduction of AI tools [2] - The company is deepening its AI programming business layout with high R&D investment, which is crucial for building core competitive advantages. R&D expenses reached 40.62 million yuan in the first half of 2025, accounting for 23.33% of revenue, an increase of 1.63 percentage points year-on-year [3] Summary by Sections Financial Performance - In the first half of 2025, the company reported a revenue of 174 million yuan, a year-on-year increase of 11.07%. The net profit attributable to shareholders was 27 million yuan, up 40.66% year-on-year, and the net profit after deducting non-recurring items was 21 million yuan, reflecting a growth of 323.58% [1] - The company expects net profits for 2025-2027 to be 95 million, 163 million, and 276 million yuan respectively, with corresponding PE ratios of 89X, 52X, and 31X [3] Business Segments - The service business generated 59 million yuan in revenue, a 48.1% increase year-on-year. The firmware business achieved 61 million yuan in revenue with a gross margin increase of 10 percentage points. The IDE (PB) business remained stable with a revenue of 49 million yuan [2] - The company is advancing its "IDE+AI" and "AI+IDE" dual-line strategy, with significant progress in new product commercialization [2] R&D and Innovation - The company invested 40.62 million yuan in R&D in the first half of 2025, a 19.41% increase year-on-year, with R&D expenses accounting for 23.33% of revenue [3] - The company applied for 4 patents and obtained 2 authorizations, along with 21 software copyrights, of which 12 were authorized [3]

Group 1: ZY Information - SnapDevelop has attracted over 20,000 registered users, and EazyDevelop has nearly 2,000 trial users, with commercial trials underway for some clients [1] - The company collaborates with Dcloud to develop a version of SnapDevelop that supports its ecosystem, with an official release expected in September-October [1] - EazyDevelop's public beta has been implemented in the healthcare sector, enhancing development efficiency [1] - The company adheres to an "I+IDE" dual-engine strategy, maintaining proprietary compilers to support domestic and Harmony ecosystem [1] - External mergers and acquisitions remain a key strategy, focusing on early to mid-stage projects [1] - The annual incentive target is expected to be achieved, with products entering the commercialization phase since August [1] Group 2: Huatong Cable - In the first half of 2025, the company achieved revenue of 3.425 billion yuan, a year-on-year increase of 12.95%, while profits declined mainly due to early-stage investments in construction projects [2] - The African segment has localized production and sales in Tanzania and Cameroon, while the Angola factory is under construction and expanding the electrolytic aluminum industry chain [2] - The company has a high proportion of overseas trade and mitigates international trade fluctuations through a "dual market" strategy [2] - Due to ongoing projects and expansion plans, there is a funding requirement, and the company will raise funds through multiple channels [2] - The company completed a share buyback of 6.48 million shares, investing 77.898 million yuan, and has implemented equity incentive plans for 2022 and 2025 [2] Group 3: Tianlong Group - In the first half of 2025, the company reported revenue of 3.483 billion yuan and a net profit of 70.3048 million yuan, reflecting a year-on-year growth of 120.56% [3] - The internet marketing segment accounts for nearly 50% of self-operated business consumption, while the ink segment saw a revenue increase of 20% and profit growth of 38% [3] - Export revenue increased by 115% year-on-year, and the forest chemical segment's net profit grew by 61% [3] - Expansion projects for dihydro-laurolactone and dihydro-laurolactone alcohol are progressing, with expected completion by the end of September [3] - The company focuses on "risk control, structural adjustment, and capability enhancement," promoting a full-chain layout and exploring industrial acquisition opportunities [3]

Core Viewpoint - The report highlights the strong profit growth of Zhuoyi Information, driven by its dual strategy of "IDE+AI" and "AI+IDE," and recommends a buy rating for the company [1]. Financial Performance - In the first half of 2025, Zhuoyi Information achieved revenue of 174 million yuan, a year-on-year increase of 11.07% - The net profit attributable to shareholders reached 27 million yuan, up 40.66% year-on-year - The non-deductible net profit surged by 323.58% to 21 million yuan - For Q2 2025, revenue was 89 million yuan, a 2.99% increase year-on-year, while net profit soared by 252.71% to 8 million yuan [2]. Business Segments - The core firmware business generated 61 million yuan in revenue, a decline of 2.67% year-on-year, mainly due to adjustments in Intel's operations in China - The PB business remained stable with revenue of 49 million yuan, while the cloud service business grew by 48.1% to 59 million yuan, influenced by project settlement cycles - The overall gross margin was 54.95%, an increase of 6.64 percentage points year-on-year, with the firmware business gross margin at 61.04%, up 10 percentage points [2]. Strategic Initiatives - The company is advancing its "IDE+AI" and "AI+IDE" dual strategy, with SnapDevelop as a key product in the "IDE+AI" path, integrating AI programming assistance and visualization tools - SnapDevelop has partnered with DCloud, which has over 9 million front-end developer users, to promote its new products - EazyDevelop focuses on AI programming and has completed its basic framework, with a public beta version released [3]. R&D and Innovation - Zhuoyi Information is increasing its R&D efforts, with total R&D expenditure in the first half of 2025 amounting to 40.62 million yuan, a 19.41% increase year-on-year - The company is making breakthroughs in the RISC-V field, particularly in high-performance computing servers, and is integrating AI to enhance programming efficiency [4]. Profit Forecast and Investment Recommendation - The company is expected to have significant growth potential with its new IDE products, and EPS forecasts for 2025, 2026, and 2027 are 0.57 yuan, 1.11 yuan, and 2.24 yuan, respectively - Corresponding P/E ratios are projected to be 122.06, 62.90, and 31.23 times [5].

Core Viewpoint - The recent financial report of Zhuoyi Information (688258) shows a positive trend in revenue and profit growth, indicating improved profitability and operational efficiency [1][2]. Financial Performance - As of the end of the reporting period, the company's total revenue reached 174 million yuan, a year-on-year increase of 11.07% - The net profit attributable to shareholders was 27.13 million yuan, up 40.66% year-on-year - In Q2, total revenue was 88.89 million yuan, reflecting a 2.99% increase year-on-year, while net profit for the quarter was 8.33 million yuan, soaring 252.71% year-on-year - Gross margin improved to 54.95%, up 13.75% year-on-year, and net margin increased to 16.07%, up 5.95% year-on-year [1]. Cost Management - Total selling, administrative, and financial expenses amounted to 31.95 million yuan, accounting for 18.35% of revenue, a decrease of 14.69% year-on-year - The company's earnings per share rose to 0.22 yuan, a 37.5% increase year-on-year, while operating cash flow per share increased by 68.5% to 0.30 yuan [1]. Debt and Cash Flow - The company has a healthy cash position, with cash assets being robust - The cash flow situation is noteworthy, with cash assets to current liabilities ratio at 94.07% and the average operating cash flow to current liabilities ratio at 17.52% over the past three years [2][3]. Business Model and R&D - The company's performance is primarily driven by research and development, necessitating a thorough examination of the underlying drivers of this growth [2]. - The IDE product EazyDevelop was launched in public beta, featuring capabilities for natural language development and multi-agent collaboration, aimed at reducing development barriers for non-professionals [6]. Market Position and Analyst Expectations - Analysts expect the company's performance in 2025 to reach 88 million yuan, with an average earnings per share forecast of 0.73 yuan - The company is held by notable fund managers, with the largest holding being the Guotai Jinlong Industry Mixed Fund [4][5].

Summary of the Conference Call for Zhuoyi Information Company Overview - **Company**: Zhuoyi Information - **Industry**: Technology, specifically focusing on software development tools and cloud services Key Financial Highlights - **Revenue Growth**: Revenue increased by 40.66% year-on-year in the first half of 2025, reaching 174 million yuan [2][3] - **Net Profit**: Net profit attributable to shareholders rose by 40.66% to 27.13 million yuan, while non-recurring net profit surged by 323.58% to 20.92 million yuan [2][3] - **Cash Flow**: Operating cash flow improved significantly by 68.5%, totaling 36.2 million yuan [2][3] - **Cloud Services**: Revenue from cloud services grew by 48.1% [2][3] Business Strategy and Developments - **M&A Strategy**: The company is actively pursuing an external merger and acquisition strategy, participating in projects like Dongfang Shuali, Zhaoxin, and Hengkong, which are expected to yield cash flow returns [2][5] - **Product Development**: Focus on refining products and ecosystem collaboration, with a commercial launch phase starting in August 2025 [9][10] - **AI and IDE Integration**: The company is implementing a dual-engine strategy combining AI and IDE to enhance development efficiency and reduce costs [8] Product Innovations - **Easydev Layer**: Launched to support Cangjie and Arkts languages, with plans to release Swan Developer by the end of the year to optimize native application development for the HarmonyOS ecosystem [2][6] - **Snap Developer**: Attracted over 20,000 registered users, with positive feedback on efficiency and memory usage compared to traditional tools [4][13] - **Denet Low-Code Platform**: Demonstrated 3-5 times efficiency in specific scenarios compared to traditional tools, with memory usage only one-third of competitors [4][14][15] Market Positioning - **Differentiation from Competitors**: Zhuoyi Information's EV ID product stands out due to its proprietary core and source code, extensive experience in the IDE field, and support for domestic CPU operating systems [8] - **Focus on Domestic Market**: The company emphasizes the importance of domestic innovation and security, aligning with national trends towards self-sufficiency [18][19] Challenges and Future Outlook - **Impact of Intel's Business Adjustment**: The reduction in orders from Intel, previously the largest client, is expected to have a limited impact due to the overall growth in the domestic semiconductor market [18] - **Long-term Strategy**: The company aims for sustainable growth without excessive spending on customer acquisition, focusing on product quality and user retention [19] Conclusion Zhuoyi Information is positioned for significant growth through strategic mergers, innovative product development, and a strong focus on the domestic market's needs. The company is confident in achieving its annual targets and delivering value to shareholders while navigating the challenges of the current market environment.