资料显示，上海英方软件股份有限公司位于上海市闵行区浦锦路2049弄15号楼，成立日期2011年8月12 日，上市日期2023年1月19日，公司主营业务涉及为客户提供数据复制相关的软件、软硬件一体机及软 件相关服务。主营业务收入构成为：软件产品60.37%，软件相关服务20.57%，软硬件一体机产品 15.97%，其他3.09%。 来源：新浪证券-红岸工作室 2月24日，英方软件跌7.77%，成交额2.87亿元。两融数据显示，当日英方软件获融资买入额2965.19万 元，融资偿还2108.61万元，融资净买入856.58万元。截至2月24日，英方软件融资融券余额合计2.52亿 元。 融资方面，英方软件当日融资买入2965.19万元。当前融资余额2.52亿元，占流通市值的8.05%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，英方软件2月24日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 截至9月30日，英方软件股东户数6509.00，较上期增加0.91%；人均流通股7248股，较上期增加 ...

来源：新浪证券-红岸工作室 2月24日，英方软件跌7.77%，成交额2.87亿元，换手率9.10%，总市值46.58亿元。 异动分析 华为欧拉+云计算+数据安全+数字经济+华为鲲鹏 5、据2023年3月31日互动易回复：公司自主研发的动态文件字节级、数据库语义级、卷层块级等等数据 复制技术，可与国内外各种品牌的基础软件进行兼容性适配，目前与鲲鹏芯片、服务器、云平台、虚拟 平台等有兼容性认证，同时与GaussDB、openGauss、openEuler等产品进行兼容性认证，在项目中已稳 步推进。 大模型是一种人工智能应用模型，核心是数据。公司产品可用于应用的容灾、数据的保护、 数据迁移等等。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-1234.87万，占比0.04%，行业排名82/137，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-53.41亿，连续2日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-1234.87万1464.53万-244.97万4598.13万8750.58万 主力持仓 主力没有控盘，筹码 ...

同壁财经讯，企查查数据显示，根据《四川农商联合银行2025年技改项目-异构数据库实时数据同步工 具建设项目中标结果公告》，上海英方软件股份有限公司于2026年2月14日公告中标四川农村商业联合 银行股份有限公司采购项目，中标金额为102.00万元。 相关上市公司：英方软件(688435.SH) 同壁财经小贴士： 英方软件（688435.SH）2024年营业收入为1.90亿元，营业收入增长率为-21.65%，归属母公司净利润 为-0.29亿元，归属母公司净利润增长率为-164.29%，净资产收益率为-2.51%。 2025年上半年公司营业收入为0.84亿元，营业收入增长率为0.93%，归属母公司净利润为-0.10亿元，归 属母公司净利润增长率为55.35%。 目前公司属于信息技术行业，主要产品类型为行业专用软件，2024年报主营构成为软件产品:60.51%;一 体机产品:20.29%;软件销售收入:17.24%;其他:1.97%。 同壁财经讯，企查查数据显示，根据《四川农商联合银行2025年技改项目-异构数据库实时数据同步工 具建设项目中标结果公告》，上海英方软件股份有限公司于2026年2月14日公告中标四川农 ...

证券日报网讯 2月11日，英方软件在互动平台回答投资者提问时表示，i2CDP依托文件级字节级复制技 术，可在任意时间点恢复，恢复颗粒度达到微秒级，可实时保护业务数据，有效应对数据丢失或勒索软 件加密等风险，实现数据恢复。产品支持云端、本地化一体机及混合云等多种部署方式，以满足不同客 户的架构需求。公司将持续通过技术优化与方案创新，适配不同客户需求与成本考量，积极推进业务推 广。 （编辑 楚丽君） ...

Group 1 - The core viewpoint of the news is that Yingfang Software experienced a decline in stock price and significant changes in financing activities on February 10, with a trading volume of 460 million yuan and a net financing outflow of 506.92 million yuan [1] - As of February 10, the total margin trading balance for Yingfang Software was 225 million yuan, which represents 6.42% of its circulating market value, indicating a high level of financing activity compared to the past year [1] - The company, established on August 12, 2011, and listed on January 19, 2023, specializes in providing data replication software, integrated hardware and software solutions, and related services, with software products accounting for 60.37% of its revenue [1] Group 2 - As of September 30, the number of shareholders for Yingfang Software increased to 6,509, reflecting a 0.91% rise, while the average number of circulating shares per person rose by 1.32% to 7,248 shares [2] - For the period from January to September 2025, Yingfang Software reported a revenue of 132 million yuan, marking an 11.26% year-on-year growth, while the net profit attributable to the parent company was -14.71 million yuan, showing a 53.56% increase compared to the previous year [2]

Group 1 - The core point of the article is that Yingfang Software (sh688435) reached its daily limit with a price of 64.86 yuan, marking a 20% increase and a total market capitalization of 5.416 billion yuan, with a circulating market value of 3.635 billion yuan and a total transaction amount of 568 million yuan as of the report date [1][2]. Group 2 - The reasons for the stock surge include a significant reduction in net losses by 47.5%-58% compared to the previous year, indicating operational improvements through cost control and strategic investments [2]. - The company effectively utilized its raised funds, with 47 million yuan allocated to supplement working capital and 370 million yuan for financial management, yielding an annualized return of approximately 0.6% [2]. - The data replication industry, in which the company operates, has a promising development outlook, as it provides software and hardware solutions for data replication, disaster recovery, backup, and big data, benefiting from the increasing demand for data security and management due to accelerated digitalization [2]. - Continuous optimization of corporate governance has been noted, including the revision of company bylaws and the stabilization of the core team, which holds 2.04% of shares, contributing to long-term stability [2]. - The company won a lawsuit against Disijie, reducing the remaining frozen funds to only 1.29 million yuan, thereby lowering litigation risks [2]. - Technical indicators show that there was significant net buying of over 20 million yuan by major funds on February 8-9, indicating strong market interest, with the MACD indicator forming a bullish crossover on February 7 [2].

Core Viewpoint - The company, Shanghai Yingfang Software Co., Ltd., is actively participating in the domestic software ecosystem and focuses on data replication and protection software, which is crucial for various industries, including finance and healthcare [2][3][7]. Company Overview - Shanghai Yingfang Software Co., Ltd. was established on August 12, 2011, and went public on January 19, 2023. The company specializes in providing data replication software, integrated hardware and software solutions, and related services [7]. - The revenue composition of the company includes 60.37% from software products, 20.57% from software-related services, 15.97% from integrated hardware and software products, and 3.09% from other sources [7]. Product and Market Position - The company is one of the top three suppliers in the domestic data replication and protection software market, with its products widely used in financial institutions such as securities companies, banks, insurance companies, and asset management firms [2][3]. - The software products are designed for deployment on clients' data servers, with a primary application in disaster recovery to ensure data security and continuity of information systems [2]. Technological Compatibility - The company has developed various data replication technologies that are compatible with both domestic and international software brands, including certifications with Kunpeng chips, servers, cloud platforms, and virtual platforms [3]. - The products are also compatible with databases and operating systems such as GaussDB, openGauss, and openEuler, indicating a strong focus on integration within the digital economy [3]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 132 million yuan, representing a year-on-year growth of 11.26%. However, the net profit attributable to the parent company was a loss of 14.71 million yuan, although this reflects a 53.56% improvement compared to the previous year [8].

Group 1 - The core viewpoint of the news highlights the recent performance of Yingfang Software, which experienced a 4.45% decline in stock price on February 4, with a trading volume of 226 million yuan [1] - On February 4, Yingfang Software had a financing buy-in amount of 16.53 million yuan and a financing repayment of 24.77 million yuan, resulting in a net financing buy of -8.25 million yuan [1] - As of February 4, the total financing and securities lending balance for Yingfang Software was 226 million yuan, with the financing balance accounting for 7.09% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of September 30, Yingfang Software had 6,509 shareholders, an increase of 0.91% from the previous period, with an average of 7,248 circulating shares per person, up by 1.32% [2] - For the period from January to September 2025, Yingfang Software reported an operating income of 132 million yuan, reflecting a year-on-year growth of 11.26%, while the net profit attributable to the parent company was -14.71 million yuan, showing a year-on-year increase of 53.56% [2] - The company, established on August 12, 2011, specializes in providing data replication-related software, integrated hardware and software solutions, and related services, with its main revenue sources being software products (60.37%), software-related services (20.57%), integrated hardware and software products (15.97%), and others (3.09%) [1]

Group 1 - The core viewpoint of the news is that Yingfang Software experienced a significant decline in stock price, with a drop of 6.15% on February 2, resulting in a trading volume of 296 million yuan [1] - On February 2, Yingfang Software had a financing buy amount of 28.13 million yuan and a financing repayment of 34.78 million yuan, leading to a net financing buy of -6.65 million yuan [1] - As of February 2, the total balance of margin trading for Yingfang Software was 243 million yuan, which accounts for 7.47% of its circulating market value, indicating a high level compared to the past year [1] Group 2 - As of September 30, Yingfang Software had 6,509 shareholders, an increase of 0.91% from the previous period, with an average of 7,248 circulating shares per person, up by 1.32% [2] - For the period from January to September 2025, Yingfang Software achieved an operating income of 132 million yuan, representing a year-on-year growth of 11.26%, while the net profit attributable to the parent company was -14.71 million yuan, showing a year-on-year increase of 53.56% [2]

Investment Rating - The industry investment rating is "Positive" (maintained) [3] Core Insights - The semiconductor industry is leading growth, with smart devices supporting "new quality productivity" as a clear example of China's economic transition towards high-quality development. The growth in these sectors is driven by technological innovation and improvements in total factor productivity [27][30]. - The report highlights the strong demand for high-performance memory driven by AI servers and new generation PCs, indicating that the storage chip industry is entering a new upcycle [24][29]. Summary by Sections Market Overview - The Shanghai Composite Index fell by 0.44% to 4117.95 points, while the Shenzhen Component Index decreased by 1.62% to 14205.89 points during the week of January 26 to February 1, 2026. The three major indices showed slight fluctuations but remained above the 10-day moving average, indicating strong short-term support [1][7]. Industry Data Tracking - Global smartphone shipments reached 336 million units in Q4 2025, marking a year-on-year growth of 2.28%. However, China's smartphone shipments saw a significant decline of 29.4% year-on-year in December 2025 [18]. - Global semiconductor sales reached $75.3 billion in November 2025, reflecting a year-on-year growth of 29.8% [21][22]. - The storage chip industry is experiencing a strong upward trend in DRAM prices since June 2025, driven by robust demand from AI servers and data centers [24]. Investment Recommendations - The report suggests focusing on technology-intensive sectors like smart consumer devices and semiconductors, which are becoming core drivers of economic growth. It emphasizes the importance of domestic semiconductor companies that have made breakthroughs in design, manufacturing, and equipment [27][30]. - The report recommends paying attention to domestic equipment and materials companies that have entered the mainstream chip manufacturing supply chain, as they are crucial to China's self-sufficiency strategy in the semiconductor industry [30][29]. Industry News - Alibaba's Tsinghua Unigroup launched its high-end AI chip "Zhenwu 810E," which has been deployed in various applications, showcasing advancements in domestic chip technology [30][31]. - Two semiconductor companies announced price increases for their chips due to supply constraints and rising costs, indicating a tightening market [32][33]. - The semiconductor industry chain achieved significant profit growth, with integrated circuit manufacturing profits increasing by 172.6% in 2025 [34].