融券方面，英方软件7月30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60%分位水平，处于较高位。 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60.51%，软硬件一体机产品20.29%，软件相关服务 15.67%，其他1.86%，其他(补充)1.68%。 来源：新浪证券-红岸工作室 7月30日，英方软件跌2.74%，成交额5526.49万元。两融数据显示，当日英方软件获融资买入额719.74 万元，融资偿还1132.66万元，融资净买入-412.92万元。截至7月30日，英方软件融资融券余额合计 8222.29万元。 融资方面，英方软件当日融资买入719.74万元。当前融资余额8222.29万元，占流通市值的5.07%，融资 余额低于近一年40%分位水平，处于较低位。 截至3月31日，英方软件股东户数6330.00，较上期增加 ...

Core Viewpoint - The company, Yingfang Software, is experiencing a decline in stock price and trading volume, while also being recognized as a key player in the data replication and protection software market in China [1][4]. Group 1: Company Overview - Yingfang Software 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 60.51% from software products, 20.29% from integrated hardware and software products, 15.67% from software-related services, and 1.86% from other sources [7]. Group 2: Market Position and Recognition - The company is recognized as one of the top three suppliers in the domestic data replication and protection software market, indicating a strong market presence [3]. - Yingfang Software has been included in the Ministry of Industry and Information Technology's list of "specialized, refined, distinctive, and innovative" small giant enterprises, highlighting its focus on niche markets and strong innovation capabilities [5]. Group 3: Product and Technology Development - The company has developed data replication technologies compatible with various domestic and international software brands, and has achieved compatibility certification with Huawei's Kunpeng chips and other platforms [2]. - Its software products are widely used in critical business systems across financial institutions, government agencies, healthcare, and telecommunications, supporting digital transformation and data security [3]. Group 4: Financial Performance - As of the first quarter of 2025, Yingfang Software reported a revenue of 32.81 million yuan, a year-on-year decrease of 4.72%, and a net profit attributable to shareholders of -12.28 million yuan, a decrease of 0.84% [8].

Group 1 - The core point of the article highlights the financing activities of Yingfang Software, indicating a net buying trend in recent trading days [1] - On July 29, Yingfang Software had a financing buy amount of 0.13 billion, ranking 1159th in the market, with a financing repayment amount of 0.11 billion, resulting in a net buy of 2.3087 million [1] - Over the last three trading days from July 25 to July 29, the financing buy amounts were 0.05 billion, 0.06 billion, and 0.13 billion respectively [1] Group 2 - In terms of securities lending, on the same day, there were no shares sold or net sold, indicating no activity in this area [2]

Core Viewpoint - The CEO of Yingfang Software emphasizes the importance of compliance and neutrality in cross-border data transmission and business expansion, positioning Hong Kong as a natural springboard for Chinese companies to go global [1]. Group 1: Globalization Strategy - Yingfang Software aims to assist clients in regions such as the Middle East, Southeast Asia, and North Africa by providing compliant and stable data replication, backup, and disaster recovery capabilities [1]. - The company has established a wholly-owned subsidiary in Hong Kong to enhance its international layout and connect with global markets [1]. - The global strategy focuses on three main paths: localized compliance support, a global service network, and ecosystem collaboration with cloud vendors and system integrators [1][2]. Group 2: Product and Service Development - Yingfang Software has a history of global exploration, with significant partnerships and projects dating back to 2014, including collaborations with Huawei and Drulogic Technologies [2]. - Continuous R&D investment and product iteration have kept the company's offerings competitive in areas such as backup, disaster recovery, and cloud data management [2]. - The company aims to leverage its successful domestic practices to quickly introduce its product solutions to the global market [2].

Group 1 - The core viewpoint of the articles highlights the financial performance and market activity of Yingfang Software, indicating a decrease in revenue and net profit, alongside specific trading metrics on July 25 [1][2]. Group 2 - On July 25, Yingfang Software's stock rose by 0.34%, with a trading volume of 55.83 million yuan [1]. - The financing buy-in amount for Yingfang Software on the same day was 4.76 million yuan, while the financing repayment was 7.82 million yuan, resulting in a net financing buy of -3.07 million yuan [1]. - As of July 25, the total financing and securities lending balance for Yingfang Software was 83.18 million yuan, which accounts for 5.15% of its circulating market value, indicating a low financing balance compared to the past year [1]. - The company had no securities lending activity on July 25, with a lending balance of 0.00 shares, suggesting a high level of inactivity in this area [1]. - Yingfang Software was established on August 12, 2011, and went public on January 19, 2023, focusing on data replication software and related services [1]. - The revenue composition of Yingfang Software includes 60.51% from software products, 20.29% from integrated hardware and software products, and 15.67% from software-related services [1]. Group 3 - As of March 31, Yingfang Software had 6,330 shareholders, an increase of 26.68% from the previous period [2]. - The average number of circulating shares per shareholder was 7,290, a decrease of 21.06% compared to the previous period [2]. - For the first quarter of 2025, Yingfang Software reported a revenue of 32.81 million yuan, a year-on-year decrease of 4.72%, and a net profit attributable to shareholders of -12.28 million yuan, a decrease of 0.84% year-on-year [2].

Fundraising Overview - The company Shanghai Yingfang Software Co., Ltd. has successfully completed its initial public offering (IPO) by issuing 20,946,737 shares at a price of RMB 38.66 per share, raising a total of RMB 809,800,852.42, with a net amount of RMB 731,663,353.39 after deducting issuance costs [1][2]. Fund Management and Regulatory Compliance - The company has established a special account for the raised funds and signed a tripartite supervision agreement with the sponsor and the bank [2][3]. - To enhance fund management and protect investor rights, the company has opened special accounts for its wholly-owned subsidiary, Shanghai Yingfang Technology Co., Ltd., for specific projects [3][4]. Four-Party Supervision Agreement - A four-party supervision agreement has been signed involving the company, its subsidiary, the sponsor, and the bank, detailing the management and usage of the funds for the R&D center upgrade and marketing network upgrade projects [4][6]. - The agreement stipulates that the funds in the special account must only be used for the designated projects and outlines the responsibilities of each party in monitoring fund usage [5][8]. Reporting and Oversight - The bank is required to provide monthly account statements to the company and the sponsor, ensuring transparency and accuracy in fund management [5][9]. - The sponsor has the authority to conduct semi-annual inspections of the fund usage and can replace designated representatives as necessary [6][9].

Core Viewpoint - Fund manager Wu Hao oversees two funds, with the best-performing fund being Huaxia High-end Manufacturing Mixed A (002345), which achieved a quarterly net value increase of 1.01% by the end of Q2 2025 [1]. Fund Performance Summary - Huaxia High-end Manufacturing Mixed A has a total scale of 9.11 billion, with an annualized return of 2.04% and a quarterly increase of 1.01%. The top holding is Guoguang Electric, accounting for 8.47% of the net value [2]. - Huaxia High-end Manufacturing Mixed C has a scale of 0.21 billion, with a negative annualized return of -9.01% and a quarterly increase of 0.86%, also holding Guoguang Electric at 8.47% [2]. - Wu Hao's management of Huaxia High-end Manufacturing Mixed A has yielded a cumulative return of 35.89% and an average annualized return of 6.19%. The fund has made 89 adjustments to its heavy holdings, with a success rate of 66.29% [2]. Stock Adjustment Cases - Notable stock adjustments include: - Trina Solar (天合光能) was bought in Q2 2021 and sold in Q3 2021, yielding an estimated return of 141.89% with a company revenue growth of 51.20% during the holding period [3][5]. - Tongwei Co., Ltd. (通威股份) was held from Q2 2020 to Q4 2020, achieving a return of 120.32% with a company performance increase of 36.95% [3]. - Tanfeng Communication (天孚通信) was held from Q2 2023 to Q2 2024, resulting in a return of 96.16% with a net profit growth of 84.07% [6]. Underperforming Stock Cases - Underperforming stocks include: - Green Harmony (绿的谐波) was held from Q4 2023 to Q3 2024, resulting in a return of -48.55% despite a revenue growth of 8.77% [4][6]. - Huayi Technology (华依科技) was held from Q4 2023 to Q2 2024, with a return of -44.46% and a performance increase of 20.36% [4].

证券代码：688435 证券简称：英方软件 公告编号：2025-032 上海英方软件股份有限公司 关于全资子公司开立募集资金专项账户 并签订募集资金四方监管协议的公告 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。 3 / 3 所网站（www.sse.com.cn）披露的《关于部分募投项目增加实施主体的公告》 （公告编号：2024-030）。 为规范公司募集资金管理和使用，保护投资者权益，根据《上市公司监管 指引第 2 号——上市公司募集资金管理和使用的监管要求》《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》等相关法律法规，公司新 增募投项目主体英方科技于近日开立了募集资金专户，公司及全资子公司英方 科技与保荐机构兴业证券股份有限公司、募集资金专户存储银行招商银行股份 有限公司上海金桥支行签署了《募集资金四方监管协议》（以下简称"四方监 管协议"、"协议"或"本协议"）。具体募集资金专项账户的开立情况如下： | 开户主体 | 开户银行 | 账号 | | --- | --- | --- | | 上海英方 ...

江苏益友天元（上海）律师事务所 关于上海英方软件股份有限公司 法律意见书 本所律师按照律师行业公认的业务标准、道德规范及勤勉尽责精神，就公司本次股 东大会的召集、召开程序、出席会议人员的资格、召集人资格、表决方式、表决程序及 表决结果等事宜出具法律意见如下： 一．本次股东大会的召集、召开程序 （一）本次股东大会的召集程序 地址：上海市浦东新区时代金融中心 15 楼 1501-1503 室 邮编：200120 电话：021-50565915 传真：0512-68253379 二〇二五年六月 法 律 意 见 书 江苏益友天元（上海）律师事务所 关于上海英方软件股份有限公司 益友证英方字（2025）第02号 致：上海英方软件股份有限公司 江苏益友天元（上海）律师事务所（下称"本所"）接受上海英方软件股份有限公 司（下称"公司"）的委托，指派董劼、李敏律师（下称"本所律师"）出席了公司2025 年第一次临时股东大会（下称"本次股东大会"），对本次股东大会进行见证并发表法 律意见。 为出具本法律意见书，本所律师审查了公司本次股东大会的有关文件和材料，并得 到公司如下保证：公司向本所提供的用于出具本法律意见书所必需的原始 ...

江苏益友天元（上海）律师事务所 关于上海英方软件股份有限公司 2025 年第一次临时股东大会 法律意见书 电话：021-50565915 传真：0512-68253379 二〇二五年六月 法律意见书 江苏益友天元（上海）律师事务所 关于上海英方软件股份有限公司 2025年第一次临时股东大会的法律意见书 益友证英方字（2025）第02号 地址：上海市浦东新区时代金融中心 15 楼 1501-1503 室 邮编：200120 1．2025 年 6 月 6 日，公司第四届董事会第五次会议审议通过了《关于独立董事任 期满六年辞任暨补选公司第四届独立董事、董事会专门委员会委员的议案》，决定召开 本次股东大会。本次股东大会的召集人为董事会。 1 致：上海英方软件股份有限公司 江苏益友天元（上海）律师事务所（下称"本所"）接受上海英方软件股份有限公 司（下称"公司"）的委托，指派董劼、李敏律师（下称"本所律师"）出席了公司2025 年第一次临时股东大会（下称"本次股东大会"），对本次股东大会进行见证并发表法 律意见。 为出具本法律意见书，本所律师审查了公司本次股东大会的有关文件和材料，并得 到公司如下保证：公司向本所提供的 ...