证券日报网讯 10月22日晚间，索辰科技发布公告称，公司于2025年10月9日召开了第二届董事会第二十 次会议，审议通过了《关于全资子公司购买昆宇蓝程（北京）科技有限责任公司55%股权的议案》，同 意公司全资子公司上海索辰数字科技有限公司以人民币7，425万元收购昆宇蓝程（北京）科技有限责任 公司（简称"昆宇蓝程"）55%股权。本议案无需提交公司股东会审议。公司近日收到昆宇蓝程的通知， 其已完成工商变更登记手续并取得了北京市海淀区市场监督管理局换发的《营业执照》。 （文章来源：证券日报） ...

关于全资子公司购买昆宇蓝程（北京）科技有限责任公司 股权进展暨完成工商变更登记的公告 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、交易概述 上海索辰信息科技股份有限公司（简称"公司"）于 2025 年 10 月 9 日召开了 第二届董事会第二十次会议，审议通过了《关于全资子公司购买昆宇蓝程（北京） 科技有限责任公司 55%股权的议案》，同意公司全资子公司上海索辰数字科技有限 公司以人民币 7,425 万元收购昆宇蓝程（北京）科技有限责任公司（简称"昆宇蓝 程"）55%股权。本议案无需提交公司股东会审议。具体内容详见公司于 2025 年 10 月 10 日刊登于上海证券交易所网站（www.sse.com.cn）的《关于全资子公司购买 昆宇蓝程（北京）科技有限责任公司 55%股权的公告》（公告编号：2025-057）。 二、进展情况 证券代码：688507 证券简称：索辰科技 公告编号：2025-060 上海索辰信息科技股份有限公司 注册资本：1,000 万元 法定代表人：王晋升 成立日期：2012 年 10 月 16 ...

证券代码：688507 证券简称：索辰科技 公告编号：2025-059 投资者联系专线：021-50307121 传真：021-34293321 邮箱：info@demxs.com 特此公告。 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。 因经营发展需要，上海索辰信息科技股份有限公司（简称"公司"）总部于近 日搬迁至新办公地址。为更好地开展投资者关系管理工作，便于投资者与公司沟通 交流，现将变更后的办公地址公告如下： | 变更 | | 变更前 | | | 变更后 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 事项 | | | | | | | | | | | 办公 | 上海市浦东新区五星路 | 676 | 弄 27 | 号楼； | 上海市浦东新区五星路 | | 676 | 弄 27 | 号楼； | | 地址 | 上海市黄浦区淮海中路 | 300 | 号K11 | 上海办 | 上海市黄浦区淮海中路 | | 138 | | 号 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous recommendation of domestic investment opportunities due to increasing external technology controls and the ongoing promotion of domestic innovation policies, indicating a clear trend towards self-sufficiency in key technologies [6][13] - The performance of leading domestic computing companies is showing significant revenue growth, validating the trend of domestic industrial development [7][14] Summary by Sections Weekly Perspective - The report highlights the sustained recommendation of domestic investment opportunities, noting a decline in the CSI 300 index by 2.22% and a 5.61% drop in the computer index during the week of October 13-17, 2025 [5][12] Company Dynamics - Haiguang Information reported a revenue of 40.26 billion yuan for Q3 2025, marking a year-on-year growth of 69.60% and a net profit of 759.99 million yuan, up 13.04% [16] - Cambricon Technologies achieved a revenue of 1.727 billion yuan in Q3 2025, with a staggering year-on-year increase of 1332.52%, and a net profit of 567 million yuan, indicating a strong turnaround [14] Investment Recommendations - Key domestic software companies recommended include Kingsoft Office, Dameng Data, and others, while leading domestic computing companies such as Haiguang Information and Sugon are also highlighted for their growth potential [8][15]

Core Insights - The stock price of Suochen Technology has decreased by 2.00% on October 16, trading at 98.88 CNY per share with a market capitalization of 8.811 billion CNY [1] - The company has experienced a year-to-date stock price increase of 81.37%, but has seen a decline of 7.59% over the last five trading days [1] Financial Performance - For the first half of 2025, Suochen Technology reported a revenue of 57.35 million CNY, reflecting a year-on-year growth of 10.82%, while the net profit attributable to shareholders was -45.70 million CNY, showing a year-on-year increase of 31.21% in losses [2] - The company has distributed a total of 67.92 million CNY in dividends since its A-share listing [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Suochen Technology was 5,763, a decrease of 14.55% from the previous period, with an average of 8,543 circulating shares per shareholder, an increase of 18.64% [2] - Notable institutional shareholders include Nuoan Active Return Mixed A and Nuoan Growth Mixed A, with the former being a new entrant among the top ten circulating shareholders [3] Business Overview - Suochen Technology, established on February 24, 2006, focuses on the research, development, sales, and service of CAE software, with its main revenue sources being simulation product development and engineering simulation software [2] - The company operates within the software development sector, specifically in vertical application software, and is involved in concepts such as industrial software, digital twins, sensors, artificial intelligence, and robotics [2]

Core Viewpoint - The U.S. government, led by President Trump, announced a 100% tariff on all Chinese goods starting November 1, along with export controls on key software, which will accelerate the domestic software replacement process in China [2][3]. Group 1: U.S. Trade Measures - The U.S. will impose a 100% additional tariff on all Chinese imports and export controls on key software starting November 1 [2]. - The U.S. measures are seen as a strategic move to pressure China ahead of the APEC summit, with potential implications for negotiations [2][3]. Group 2: China's Response and Industry Impact - China's Ministry of Commerce has implemented export controls on various technologies, including chip production equipment and lithium batteries, which are crucial for modern industries [2][3]. - China is expected to dominate the rare earth industry by 2025, holding 49% of global reserves and 69% of production, making it a critical resource for the U.S. [2][3]. Group 3: Domestic Software Development - The export controls on key software will accelerate the domestic replacement process in China, particularly in the fields of EDA, CAD, CAE, MES, and PLM [3][4]. - The shift towards domestic software is seen as essential due to China's heavy reliance on imported industrial software [3][4]. Group 4: Industrial Digital Transformation - The announcement of using WPS format in government documents marks a significant milestone for domestic software, indicating a breakthrough in the software replacement strategy [4]. - "Lighthouse factories," which utilize advanced technologies for efficiency, are expected to be prioritized in national strategic development plans, driving demand for industrial software [4]. Group 5: Investment Opportunities - Companies in the EDA, industrial software, operating systems, databases, network security, and industry IT sectors are highlighted as potential investment opportunities due to the ongoing shift towards domestic solutions [4]. - Specific companies to watch include: - EDA: Huada Jiutian, Guangliwei, Gai Lun Electronics [4] - Industrial Software: Dingjie Zhizhi, Nengke Technology, Suochen Technology, Zhongwang Software, Zhongkong Technology [4] - Operating Systems: China Software, Ruantong Power, Runhe Software, Chengmai Technology [4] - Databases: Dameng Data, Taiji Co. [4] - Network Security: Deepin Technology, Qilin Security, Sanwei Security, Guotou Intelligent, Qimingxing Chen [4] - Industry IT: Keda Xunfei, Hehe Information, Hengsheng Electronics, Kingsoft Office, Foxit Software, Tuolisi, Tax Friend Shares, Caixun Shares, Dingdian Software, Jiuyuan Yinhai, Jiahe Meikang, Guanglian Da, Kingdee International, Yonyou Network, Fanwei Network, Yuxin Technology, Newland [4].

Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [16]. Core Insights - The report emphasizes the concept of "Lighthouse Factories," which are leading the intelligent upgrade of the manufacturing industry by integrating advanced technologies such as artificial intelligence, IoT, and big data analytics [6]. - A total of 201 factories have been recognized as Lighthouse Factories globally, with 85 located in China, showcasing their exceptional manufacturing capabilities and performance in areas like production efficiency and supply chain resilience [6]. - Industrial software is identified as the digital foundation for Lighthouse Factories, playing a crucial role in enhancing production intelligence and efficiency across four core areas: R&D design, manufacturing, operational management, and maintenance services [6]. - The report suggests focusing on companies that are positioned to benefit from the growth of industrial software and intelligent manufacturing, including Zhongwang Software, Huada Jiutian, and Yonyou Network, among others [6]. Industry Overview - The computer industry consists of 337 listed companies with a total market capitalization of approximately 60,881.53 billion and a circulating market value of about 55,021.98 billion [3]. - The absolute performance of the industry over the past 12 months has been 52.1%, while the relative performance against the benchmark index has improved by 33.9% [4].

Core Points - Suochen Technology (688507.SH) closed at 99.01 yuan, down 8.89%, with a total market capitalization of 8.823 billion yuan, currently in a state of breaking issue [1] - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on April 18, 2023, with an issuance of 10.3334 million shares at a price of 245.56 yuan per share [1] - The total funds raised from the initial public offering amounted to 253.74697 million yuan, with a net amount of 231.57491 million yuan, exceeding the original plan by 134.68455 million yuan [1] - The funds are intended for projects including the construction of a research and development center, industrial simulation cloud project, production of 260 underwater noise testing instruments, marketing network development, and working capital [1] Financial Summary - The total issuance costs for the initial public offering were 22.17206 million yuan (excluding tax), with underwriting fees amounting to 19.23102 million yuan [2] - The company announced a cash dividend of 0.15 yuan per share (including tax) and a capital reserve transfer of 0.48 shares for every share held, resulting in a total distribution of 6.20001 million yuan in cash and a transfer of 19.840032 million shares, increasing the total share capital to 61.173432 million shares [2] - For the 2023 annual profit distribution, the company plans to distribute a cash dividend of 3.80 yuan for every 10 shares (including tax) and a capital reserve transfer of 4.60 shares for every 10 shares, with the record date set for June 18, 2024 [2]

Core Points - The company announced a cash dividend of 0.19 yuan per share (including tax) for the first half of 2025 [2] - The record date for the dividend is set for October 20, 2025, with the ex-dividend date and payment date both on October 21, 2025 [2]

一、本次差异化分红的原因及方案 国泰海通证券股份有限公司 关于上海索辰信息科技股份有限公司 差异化权益分派特殊除权除息事项的核查意见 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 上海索辰信息科技股份有限公司（以下简称"索辰科技"或"公司"）首次公开 发行股票并在科创板上市及持续督导的保荐机构，根据《中华人民共和国公司法》 《中华人民共和国证券法》《证券发行上市保荐业务管理办法》《上海证券交易所 科创板股票上市规则》《上海证券交易所上市公司自律监管指引第 7 号——回购 股份》等相关规定，对公司 2025 年半年度利润分配所涉及的差异化权益分派特 殊除权除息事项进行了审慎核查，具体情况如下： （一）本次差异化分红原因 公司已于 2024 年 2 月 5 日召开第二届董事会第七次会议，审议通过了《关 于以集中竞价交易方式回购公司股份方案的议案》，同意公司以超募资金通过上 海证券交易所股票交易系统以集中竞价交易方式回购公司已发行的部分人民币 普通股（A 股）股票，回购资金总额不低于人民币 2,000 万元（含），不超过人 民币 4,000 万元（含），回购股份将在未来适宜时机全部用于公司员工 ...