Core Insights - The role of collaborative management software in China has fundamentally transformed from an auxiliary tool for enhancing internal administrative efficiency to a core operational platform that supports and drives intelligent transformation and business innovation in modern organizations [1][11][24] - The market size of China's collaborative management software industry is projected to reach approximately 10.233 billion yuan in 2024, representing a year-on-year growth of 17.58% [11][24] Industry Overview - Collaborative management software (CMS) is centered around people and utilizes information technology to integrate previously isolated resources within organizations, such as personnel, finances, materials, processes, documents, and customers, to achieve information sharing, event collaboration, plan execution, and decision support [2][16] - The software aims to enhance organizational collaboration efficiency, standardize organizational behavior, and help achieve overall strategic goals [2][16] Software Classification - Collaborative management software is categorized into three main types: - Collaborative tool software focuses on basic communication and collaboration, exemplified by products like DingTalk, WeChat Work, and Feishu, suitable for team communication and remote work [3][17] - Collaborative platform software serves as the underlying architecture for application development and integration, such as Zhiyuan V5 and Fanwei e-weaver, supporting low-code development and cross-system integration [3][17] - Collaborative application software targets specific business scenarios, including Zhiyuan A8-m and Yonyou YonSuite, optimizing business processes and enhancing operational efficiency [3][17] Industry Development History - The development of China's collaborative management software industry has evolved from personal office automation to internal organizational communication and collaboration, and further to business process optimization and knowledge management [5][17] - Each generation of collaborative management software has expanded and optimized based on the previous one, aligning more closely with actual enterprise needs [5][17] Industry Value Chain - The upstream of the collaborative management software industry chain includes servers, chips, network devices, storage devices, operating systems, databases, development frameworks, AI/large models, and low-code platforms [7][20] - The midstream involves the research and development and service segments of collaborative management software [7][20] - The downstream applications are primarily in government agencies, education, healthcare, finance, and manufacturing sectors [7][20] Market Trends - With the investment in industrial internet platforms, digital twins, and AI software solutions, the value chain of intelligent manufacturing is extending from production to upstream research and design and downstream supply chain collaboration and intelligent services [9][22] - Collaborative management software is evolving from a traditional office auxiliary tool to a core enabler and value multiplier for driving intelligent manufacturing [9][22]

证券日报网讯1月26日，航天软件在互动平台回答投资者提问时表示，公司将依托软件与信息化服务的 核心能力，密切跟踪"十五五"规划发展方向，后续若有相关信息，将严格按照规定履行信息披露义务。 ...

证券日报网讯1月26日，航天软件在互动平台回答投资者提问时表示，公司聚焦软件与信息化服务领 域，已形成完整的服务能力，目前对于太空算力等领域暂没有涉及。 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) | | 成交金额(万元) 成交量(*) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-23 | 航天软件 | 688562 | 20.88 | 699.48 | 33.5 | 华泰证券股份有限 公司总部 | 国信说券股公有限 | | 2026-01-23 | 航天软件 | 688562 | 20.88 | 313.2 | T2 | 中信证券股份有限 公司上海浦东新区 东方路证券营业部 | 国信证券股公有限 | | 2026-01-23 | 航天软件 | 688562 | 20.88 | 313.2 | ાર | 中信证券股份有限 | 国信证券股份有限 公司北京分公司 | | 2026-01-23 | 航天软件 | 688562 | 20.88 | 313.2 | T2 | 公司江苏发公司 | 国信证券股份有限公司北京分公司 | | 2026-01-23 | 航天软件 | 688562 | 20.88 | 313.2 | ાર | 公司佛山湖景 ...

一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 1.经财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利润将出现亏损，归属于母公司 所有者的净利润-1,400万元到-900万元，与上年同期（法定披露数据）相比，净利润亏损将减少6,813.42 万元到7,313.42万元，同比减亏82.95%到89.04%。 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。 （二）每股收益：-0.21元。 三、本期业绩变化的主要原因 报告期内，公司在市场端发力，调整市场布局，增强销售力量，提高项目交付质量，收入规模较去年有 所增长；调整业务结构，提高毛利率相对较高的软件和信息技术服务业务收入比重；加大改革调整力 度，控制成本，优化流程，严控费用支出。但由于行业市场竞争依然激烈，且工业软件投入大，周期 长，公司为争取提升核心竞争力，加大核心产品研发投入力度，同时拓展AI，软件工厂等新技术领 域，在研发和销售等方面持续加大投入，研发和销售费用同比增加。综合以上因素，公司20 ...

Group 1 - The company focuses on software and information services, having developed a complete service capability [2] - The company does not engage in the production and sales of related components [2]

证券日报网讯1月22日，航天软件在互动平台回答投资者提问时表示，公司工业软件支持卫星与火箭的 研制过程，主要贯穿研发设计与生产制造环节，有效提升我国航天军工类复杂装备型号的协同效率和研 制效率，并有效保障了研制数据的安全。 ...

Core Insights - The company has established three main business segments: autonomous software products, information technology services, and information system integration, primarily targeting aerospace and government sectors [1] Group 1: Business Segments - The company’s autonomous software products include basic software and industrial software [1] - Information technology services offered by the company encompass audit information services, commercial secret network cloud services, and information operation and maintenance services [1] - The information system integration services are mainly focused on the aerospace and government sectors [1] Group 2: Current Focus - The company currently does not have involvement in the fields of space computing and quantum computing [1]

Core Viewpoint - The company is enhancing its product capabilities by integrating large model standards and utilizing new generation protocols to create an intelligent digital backbone throughout the product lifecycle [1] Group 1: Product Development and Integration - The company's products support the integration of large model standards, enabling seamless integration of multi-source heterogeneous systems at the semantic level [1] - By leveraging protocols such as MCP and A2A, the company aims to reconstruct the PLM intelligent core [1] Group 2: Business Intelligence and Efficiency - The deployment of intelligent agents in scenarios such as planning generation, design platforms, and process writing transforms data connectivity into direct business intelligence [1] - This approach empowers the entire product development and production process to reduce costs and increase efficiency [1]

格隆汇1月22日｜有投资者在互动平台向航天软件提问：请问贵司是否布局了"火箭回收"等领域的软 件？航天软件回复称，公司的工业软件产品主要针对我国航天军工类复杂装备型号实现在研制过程所需 的多单位及部门协同、研制流程一致性管理及研制数据安全保障等功能需求，有效提升我国航天军工类 复杂装备型号的协同和研制效率，并有效保障了研制数据的安全。 ...