证券代码：688435 证券简称：英方软件 公告编号：2025-048 （一）信用减值损失 1 上海英方软件股份有限公司 关于 2025 年第三季度计提信用减值损失及资产处置 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。 一、计提减值准备的情况概述 上海英方软件股份有限公司（以下简称"公司"）根据《企业会计准则》和 相关会计政策的相关规定，结合公司的实际情况，为客观、公允地反映公司 2025 年第三季度的财务状况和经营成果，经公司及下属子公司对截至 2025 年 9 月 30 日合并范围内可能发生信用减值损失的有关资产进行了全面且充分的评估和分 析，本着谨慎性原则，公司对相关信用及资产进行了减值测试并计提了相应的减 值准备。针对公司提前终止的租赁合同进行了资产处置。2025 年第三季度公司 计提各类信用减值准备及资产处置共计 593.73 万元，具体如下： | 项目 | 2025 | 年第三季度计提 金额 | | 备注 | | --- | --- | --- | --- | --- | | 信用减值损失 | | ...

Core Viewpoint - The company, Yingfang Software, is actively participating in the domestic software ecosystem, focusing on data replication technologies and solutions for various industries, including finance and government sectors. Group 1: Company Overview - Yingfang Software was established on August 12, 2011, and went public on January 19, 2023. The company is located in Shanghai and specializes in data replication software, integrated hardware-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-software products, and 3.09% from other sources [7] Group 2: Product and Technology - The company’s products are primarily focused on data replication, including dynamic file byte-level replication, database semantic-level replication, and volume block-level replication, forming a series of products for disaster recovery, backup, cloud disaster recovery, and big data [2][3] - Yingfang Software's data replication software is widely used in core business systems of financial institutions such as securities companies, banks, insurance companies, and asset management firms, as well as in government agencies and healthcare institutions [3] Group 3: Market Position and Performance - Yingfang Software is one of the top three suppliers in the domestic data replication and protection software market [3] - As of June 30, the company had 6,450 shareholders, an increase of 1.90% from the previous period, with an average of 7,154 circulating shares per person, a decrease of 1.86% [8] - For the first half of 2025, the company achieved operating revenue of 84.35 million yuan, a year-on-year increase of 0.93%, while the net profit attributable to the parent company was -9.53 million yuan, a year-on-year increase of 55.35% [8]

Group 1 - The core viewpoint is that Hainan Free Trade Port is poised to become a new high ground for the digital economy, driven by national strategies and collaborative efforts [1][2] - Yingfang Software, a leading company in data replication and disaster recovery, is actively expanding its presence in Hainan, leveraging the region's policy advantages and opportunities in AI, data security, and digital infrastructure [2] - The company has established partnerships with various local institutions, including the Hainan Provincial Department of Agriculture and Hainan Bank, to enhance data security and intelligent operations [2] Group 2 - Yingfang Software plans to focus on three key areas in Hainan: expanding local team construction for better customer service, introducing ecosystem partners for mutual growth, and supporting the development of digital security infrastructure [2] - The company emphasizes the importance of a favorable policy environment for the development of digital infrastructure and data security ecosystems to foster innovation [3]

Group 1 - The core viewpoint of the news is that Yingfang Software experienced a decline in stock price and trading volume, with significant changes in financing and margin trading activities on October 22 [1] - On October 22, Yingfang Software's stock price fell by 0.77%, with a trading volume of 20.63 million yuan. The financing buy amount was 948,200 yuan, while the financing repayment was 1,555,200 yuan, resulting in a net financing buy of -607,000 yuan [1] - As of October 22, the total balance of margin trading for Yingfang Software was 86.31 million yuan, which accounts for 5.47% of its circulating market value, indicating a low financing balance compared to the past year [1] Group 2 - As of June 30, Yingfang Software had 6,450 shareholders, an increase of 1.90% from the previous period, while the average circulating shares per person decreased by 1.86% to 7,154 shares [2] - For the first half of 2025, Yingfang Software reported operating revenue of 84.35 million yuan, a year-on-year increase of 0.93%, while the net profit attributable to shareholders was -9.53 million yuan, reflecting a year-on-year growth of 55.35% [2]

Core Viewpoint - The company, Yingfang Software, is actively participating in the domestic software ecosystem and has developed various data replication technologies to support digital transformation across multiple industries [2][3]. Company Overview - Yingfang Software, established on August 12, 2011, is located in Shanghai and specializes in data replication software, integrated hardware-software solutions, and related services [7]. - The company's revenue composition includes 60.37% from software products, 20.57% from software-related services, 15.97% from integrated hardware-software products, and 3.09% from other sources [7]. Product and Technology - The company has developed core replication technologies, including dynamic file byte-level replication, database semantic-level replication, and volume block-level replication, which form the basis of its four major product series: disaster recovery, backup, cloud disaster recovery, and big data [2][3]. - Yingfang Software's products are primarily deployed on clients' data servers, with a classic application scenario being disaster recovery backup to ensure data security and continuity of information systems [3]. Market Position and Applications - The company is one of the top three suppliers in the domestic data replication and protection software market [3]. - Its data replication software has been successfully applied in various financial institutions, including securities companies, banks, insurance companies, and asset management firms, as well as in government agencies, healthcare institutions, and telecommunications operators [3]. Financial Performance - For the first half of 2025, Yingfang Software achieved operating revenue of 84.35 million yuan, a year-on-year increase of 0.93%, while the net profit attributable to the parent company was -9.53 million yuan, reflecting a year-on-year growth of 55.35% [8].

Core Viewpoint - The company, Yingfang Software, is actively participating in the domestic software ecosystem and has developed various data replication technologies to enhance data security and business continuity across multiple sectors, including finance and government [2][3][5]. Company Overview - Yingfang Software, established on August 12, 2011, and listed on January 19, 2023, is based in Shanghai and specializes in data replication software, integrated hardware-software solutions, and related services [7]. - The company's revenue composition includes 60.37% from software products, 20.57% from software-related services, 15.97% from integrated hardware-software products, and 3.09% from other sources [7]. Product and Technology - The company has developed core replication technologies, including dynamic file byte-level replication, database semantic-level replication, and volume block-level replication, which are essential for disaster recovery and data protection [2][3]. - Yingfang Software's products are primarily deployed on clients' data servers, with a strong focus on disaster recovery and ensuring the continuity of information systems [3]. Market Position - Yingfang Software is recognized as one of the top three suppliers in the domestic data replication and protection software market [3]. - The company's products have been successfully implemented in various financial institutions, including securities firms, banks, insurance companies, and asset management companies, as well as in government agencies and healthcare institutions [3]. Financial Performance - For the first half of 2025, Yingfang Software reported a revenue of 84.35 million yuan, reflecting a year-on-year growth of 0.93%, while the net profit attributable to the parent company was -9.53 million yuan, showing a significant year-on-year improvement of 55.35% [8]. Industry Context - Yingfang Software operates within the computer software development sector, specifically in the horizontal general software category, and is associated with concepts such as data elements, Huawei Euler, Huawei Kunpeng, and the digital economy [8].

Group 1 - The core viewpoint of the news is that Yingfang Software experienced a decline in stock price and trading volume, with significant details on its financing and stock performance [1] - On October 17, Yingfang Software's stock fell by 3.74%, with a trading volume of 39.69 million yuan [1] - The financing data indicates that on the same day, the company had a financing buy-in of 5.37 million yuan and a net financing buy of 0.87 million yuan, with a total financing balance of 88.68 million yuan, representing 5.79% of its market capitalization [1][2] Group 2 - As of June 30, the number of shareholders for Yingfang Software increased by 1.90% to 6,450, while the average circulating shares per person decreased by 1.86% to 7,154 shares [2] - For the first half of 2025, Yingfang Software reported a revenue of 84.35 million yuan, reflecting a year-on-year growth of 0.93%, while the net profit attributable to the parent company was -9.53 million yuan, showing a year-on-year increase of 55.35% [2]

Core Viewpoint - The company, Yingfang Software, is actively participating in the domestic software ecosystem, focusing on data replication technologies and partnerships with Huawei and other entities to enhance its product offerings and market presence [2][3]. Company Overview - Yingfang Software, established on August 12, 2011, and listed on January 19, 2023, specializes in data replication software, integrated hardware-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-software products, and 3.09% from other sources [7]. Product and Technology - The company’s products are primarily focused on data replication, including dynamic file byte-level replication, database semantic-level replication, and volume block-level replication [2][3]. - Yingfang Software's solutions are compatible with various domestic and international software brands, including Huawei's Kunpeng chips and GaussDB, enhancing its market adaptability [2][3]. Market Position - Yingfang Software is recognized as one of the top three suppliers in the domestic data replication and protection software market [3]. - The company has successfully implemented its data replication software in numerous financial institutions, including securities firms, banks, and insurance companies, as well as in government, healthcare, and telecommunications sectors [3]. Financial Performance - For the first half of 2025, Yingfang Software reported a revenue of 84.35 million yuan, reflecting a year-on-year growth of 0.93%, while the net profit attributable to the parent company was -9.53 million yuan, showing a significant improvement of 55.35% year-on-year [8]. Market Activity - On October 17, the stock price of Yingfang Software decreased by 3.74%, with a trading volume of 39.69 million yuan and a total market capitalization of 2.71 billion yuan [1]. - The stock has experienced a net outflow of 6.32 million yuan from major investors today, indicating a trend of reduced holdings over the past three days [4][5].

Core Viewpoint - The company, Yingfang Software, is actively participating in the domestic software ecosystem, focusing on data replication technologies and solutions for various industries, including finance and government [2][3]. Company Overview - Yingfang Software, established on August 12, 2011, is located in Shanghai and specializes in data replication software, integrated hardware-software solutions, and related services [7]. - The company's revenue composition includes 60.37% from software products, 20.57% from software-related services, 15.97% from integrated hardware-software products, and 3.09% from other sources [7]. Product and Technology - The company has developed core data replication technologies, including dynamic file byte-level replication, database semantic-level replication, and volume block-level replication, which are essential for disaster recovery and data protection [2][3]. - Yingfang Software's products are compatible with various domestic and international software brands, and they have achieved compatibility certification with Huawei's Kunpeng chips and other platforms [2][3]. Market Position - Yingfang Software is recognized as one of the top three suppliers in the domestic data replication and protection software market [3]. - The company's software products are widely used in core business systems of financial institutions, including securities firms, banks, insurance companies, and asset management companies, as well as in government, healthcare, and telecommunications sectors [3]. Financial Performance - For the first half of 2025, Yingfang Software reported a revenue of 84.35 million yuan, reflecting a year-on-year growth of 0.93%, while the net profit attributable to the parent company was -9.53 million yuan, showing a significant year-on-year improvement of 55.35% [8].

Core Viewpoint - The company emphasizes its stable operations and orderly business progress, asserting that there are no undisclosed risk matters despite short-term stock price fluctuations influenced by multiple factors [1]. Group 1: Business Operations - The company is currently operating steadily, with all business segments progressing in an orderly manner [1]. - The major shareholder is compliant with legal regulations and information disclosure requirements, and any share reduction activities are conducted within the legal framework [1]. Group 2: Research and Development - The company is committed to driving development through technological innovation, with R&D investments focused on product upgrades, new products, and new technologies [1]. - Key areas of R&D investment include dynamic file replication, database replication, continuous data protection (CDP), and AI-driven data management [1]. - The continuous increase in R&D investment is aimed at maintaining technological leadership, enhancing the product matrix, and strengthening long-term competitiveness [1].