9月17日，新致软件大宗交易成交20万股，成交额457万元，占当日总成交额的2.05%，成交价22.85元，较市场收盘价23.2元折价1.51%。 | 2025-09-17 | 新致软件 | 688590 | 22.85 457 | 20 | 中泰证券股份有限 | 广发证券股份有限 caller. It and them bed off alledin 11, 14 an | | | --- | --- | --- | --- | --- | --- | --- | --- | | 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 | | 公司东北分公司 | 公司上海浦东新区 | 卖出营业部 | ...

新致软件所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：数据确权、AIAgent （智能体）、华为鲲鹏、跨境支付、RPA概念等。 截至7月20日，新致软件股东户数1.26万，较上期减少3.34%；人均流通股20899股，较上期增加3.45%。 2025年1月-6月，新致软件实现营业收入8.97亿元，同比减少3.40%；归母净利润3035.31万元，同比增长 42.84%。 分红方面，新致软件A股上市后累计派现9888.16万元。近三年，累计派现2971.31万元。 机构持仓方面，截止2025年6月30日，新致软件十大流通股东中，易方达供给改革混合（002910）位居 第十大流通股东，持股282.19万股，相比上期减少59.51万股。 9月17日，新致软件盘中下跌2.02%，截至10:12，报22.85元/股，成交5713.84万元，换手率0.94%，总市 值60.07亿元。 资金流向方面，主力资金净流出178.77万元，特大单买入114.50万元，占比2.00%，卖出405.00万元，占 比7.09%；大单买入1141.17万元，占比19.97%，卖出1029.44万元，占比18.02%。 ...

人民财讯9月17日电，企查查APP显示，近日，青海新致量能科技有限公司成立，注册资本1000万元， 经营范围包含人工智能公共数据平台；人工智能基础软件开发；云计算装备技术服务；人工智能基础资 源与技术平台等。企查查股权穿透显示，该公司由新致软件(688590)全资持股。 ...

9月16日，新致软件大宗交易成交50万股，成交额1148.5万元，占当日总成交额的4.1%，成交价22.97 元，较市场收盘价23.32元折价1.5%。 | 交易日期 | 证券商除 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 类出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | | 025-09-16 | 新致软件 | 688590 | 22.97 1148.5 | 西部证券股份有限 | 广发证券股份有限 | 10 | | | | | | 公司西安东大街道 NUMBER JUL AND THE | 公司上海浦东新区 - W- - DO I'V MI RR .J. AB | | ...

证券之星消息，9月16日软件开发板块较上一交易日上涨1.69%，银之杰领涨。当日上证指数报收于 3861.87，上涨0.04%。深证成指报收于13063.97，上涨0.45%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300085 | 银之杰 | 58.16 | 7.05% | 92.35万 | 52.47 Z | | 688507 | 索辰科技 | 104.54 | 6.85% | 4.78万 | 4.85 Z | | 300209 | 有棵树 | 6.54 | 6.69% | 128.24万 | 8.24亿 | | 300559 | 佳发教育 | 15.10 | 6.64% | 26.82万 | 3.99亿 | | 002362 | 汉王科技 | 25.00 | 6.47% | 19.17万 | 4.71亿 | | 300803 | 指南针 | 157.71 | 6.22% | 53.73万 | 81.68亿 | | 000004 | *ST国华 | 11 ...

资料显示，上海新致软件股份有限公司位于上海市浦东新区康杉路308号，成立日期1994年6月4日，上 市日期2020年12月7日，公司主营业务涉及公司向保险公司、银行等金融机构和其他行业终端客户提供 IT解决方案、IT运维服务,以及向一级软件承包商提供软件项目分包服务。主营业务收入构成为：IT解 决方案84.23%，创新业务6.73%，IT产品销售及增值服务5.37%，软件开发分包3.57%，其他(补 充)0.10%。 新致软件所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：数据确权、AIAgent （智能体）、跨境支付、华为鲲鹏、RPA概念等。 截至7月20日，新致软件股东户数1.26万，较上期减少3.34%；人均流通股20899股，较上期增加3.45%。 2025年1月-6月，新致软件实现营业收入8.97亿元，同比减少3.40%；归母净利润3035.31万元，同比增长 42.84%。 分红方面，新致软件A股上市后累计派现9888.16万元。近三年，累计派现2971.31万元。 机构持仓方面，截止2025年6月30日，新致软件十大流通股东中，易方达供给改革混合（002910）位居 第十大流通 ...

Market Overview - The domestic market indices showed mixed performance, with the Shanghai Composite Index closing at 3,875.31, up by 1.65%, while the Shenzhen Component Index rose by 3.36% to 12,979.89 [2][4]. Company Analysis: 阳光电源 (Sungrow Power Supply) - In the first half of 2025, the company achieved revenue of 43.53 billion yuan, a year-on-year increase of 40.3%, and a net profit of 7.73 billion yuan, up by 56.0% [9]. - The company's photovoltaic inverter revenue reached 13.4 billion yuan, growing by 11% year-on-year, with a gross margin of 35.74% [9]. - The energy storage system revenue doubled to 17.8 billion yuan, with a gross margin of 39.92% [9]. - R&D investment increased by 37% to 2.037 billion yuan, with a focus on AIDC (Artificial Intelligence Data Center) [9]. Company Analysis: 永辉超市 (Yonghui Superstores) - The company is undergoing a transformation towards quality retail, with a focus on product innovation and supply chain reform [10]. - In 2024, the top 100 supermarkets in China are expected to have a sales scale of approximately 900 billion yuan, with a year-on-year growth of 0.3% [10]. - The company plans to expand its remodeled stores from 160 to 200 by the end of September 2025, aiming for 300 by the Lunar New Year [10][11]. Company Analysis: 新致软件 (New Wisdom Software) - In the first half of 2025, the company reported revenue of 897 million yuan, a decrease of 3.4% year-on-year, while net profit increased by 42.84% [12][13]. - The company is focusing on AI applications, with significant growth in intelligent income, which rose by 89.4% [23]. Company Analysis: 盐津铺子 (Yanjinpuzi) - The company achieved total revenue of 2.941 billion yuan in the first half of 2025, a year-on-year increase of 19.58% [16]. - The revenue from konjac products surged by 155.10%, driven by strong sales of its flagship product [18]. Company Analysis: 中国电信 (China Telecom) - In the first half of 2025, the company reported revenue of 269.4 billion yuan, a year-on-year increase of 1.3%, with a net profit of 23 billion yuan, up by 5.5% [23]. - The company is expanding its AI and cloud services, with intelligent income growing significantly [24][25]. Company Analysis: 永太科技 (Energizer Technology) - The establishment of a joint venture for lithium battery technology commercialization is expected to enhance the company's market position [27]. - The company aims for significant revenue growth in the coming years, driven by new product developments in lithium battery materials [30].

Investment Rating - The report maintains a "Buy-A" rating for the company [1][7]. Core Views - The company experienced revenue pressure in the first half of 2025, with a year-on-year decrease of 3.40% to 897 million yuan, while net profit increased by 42.84% to 30 million yuan, driven by cost reduction and efficiency improvement strategies [5][6]. - AI is expected to be a major growth driver for the company, with ongoing efforts to commercialize AI applications across various industries, including finance, automotive, and judicial sectors [6][7]. Financial Performance Summary - For the first half of 2025, the company reported a revenue of 897 million yuan, a decrease of 3.40% year-on-year, while the net profit attributable to shareholders was 30 million yuan, an increase of 42.84% [5]. - The gross margin for the first half of 2025 reached 28.68%, up by 0.72 percentage points compared to the same period last year [5]. - The company’s earnings per share (EPS) for 2025-2027 are projected to be 0.54, 0.78, and 1.04 yuan, respectively, with corresponding price-to-earnings (P/E) ratios of 39.6, 27.4, and 20.6 [6][7]. Market Data Summary - As of September 10, 2025, the closing price of the company's stock was 21.46 yuan, with a year-to-date high of 27.68 yuan and a low of 9.52 yuan [3]. - The total market capitalization is 5.642 billion yuan, with 263 million circulating A shares [3]. Revenue and Profit Forecast - The company’s projected revenue for 2025 is 2.448 billion yuan, with a year-on-year growth of 22.7%, and net profit is expected to reach 142 million yuan, reflecting a significant increase of 1659.8% [9]. - The gross margin is anticipated to improve to 29.3% in 2025, with a net profit margin of 5.8% [9]. Strategic Initiatives - The company is actively integrating AIGC technology into its product lines, aiming for rapid commercialization of AI products, which is expected to significantly contribute to future performance [6]. - The company has established a diverse AI product matrix and solution system in the financial sector, with applications already deployed in several major financial institutions [6].

数字货币概念股震荡走高，中油资本触及涨停，星网锐捷涨超7%，法本信息、小商品城、新致软件跟 涨。 ...

人民财讯9月9日电，9月4日，上海新致软件股份有限公司与中国移动（600941）通信集团江苏有限公司 淮安分公司签订战略合作协议，根据协议，双方将围绕云计算、物联网、5G、智能化应用、司法机器 人、新知平台、新致一体机及新致应用机器人展开合作。2025年—2027年，双方计划陆续实施智能化、 智慧园区等项目，并组建专项工作组，明确责任人与时间表，确保需求快速响应、问题限时解决。 ...