2025 年 09 月 01 日 神州信息(000555.SZ) 聚焦金融科技，布局人工智能和出海 人工智能方面，公司积极探索并应用 AIGC 技术，2025 年上半年公 司基于 DeepSeek 对金融知识问答智能体 Financial Master 及金融代 码助手智能体 Code Master 进行了全面升级。其中，基于 Financial Master，公司与华为展开深度战略合作，正式推出了运行于昇腾 AI 软硬件平台的"金融知识问答"智能体一体机解决方案。与此同时， 公司大力推进全量解决方案的"+AI"战略。在金融行业，公司核心、 信贷、渠道、数据、风险及云解决方案等解决方案，均已实现 AIGC 场景的落地应用。 海外业务方面，公司持续推进全球化战略，2025 年加大海外业务投 入，在团队建设、产品研发、市场拓展与交付保障等方面重点发力， 与多家国际银行建立战略合作，国际业务综合竞争力与市场影响力显 著提升。产品层面，公司升级了以 Sm@rtOneBank 一体化金融解决方 案为核心的海外产品体系，提升功能、架构及交付维护能力；积极探 索 AI 在海外金融场景的落地应用，显著提升运营效率与客户价值。 ...

Core Insights - The company reported a revenue of 4.423 billion yuan for the first half of 2025, marking a year-on-year increase of 7.98%. However, it experienced a net loss attributable to shareholders of 963.796 million yuan, which is a further widening of losses compared to the same period last year [1] Group 1: Financial Performance - In the financial digitalization sector, the company achieved a revenue of 1.950 billion yuan, focusing on serving over 2,000 financial and quasi-financial clients [1] - The enterprise digitalization sector generated a revenue of 1.993 billion yuan, leveraging its expertise in tax projects to support the digitalization of finance and taxation [1] - The telecommunications digitalization sector reported a revenue of 465 million yuan, continuing to provide mobile network optimization solutions [1] Group 2: Research and Development - The company's R&D expenses reached 248 million yuan, maintaining a leading position in the industry for R&D investment [2] - The company added 9 new invention patents and 56 software copyrights, bringing the total to 2,420 effective patents and copyrights [2] - The company is actively integrating AI into its operations, upgrading its financial knowledge Q&A system and code assistant, and promoting AI solutions across various business scenarios [2]

关于为控股子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 特别风险提示： 神州数码信息服务集团股份有限公司（以下简称"公司"）及控股子公司对外提 供担保总额超过最近一期经审计净资产 100%，本次进展公告涉及对资产负债率超过 70%的下属控股子公司提供担保，本次担保金额未超过公司最近一期经审计净资产 50%，未对合并报表外单位提供担保，敬请投资者关注相关风险。 公司分别于 2024 年 12 月 20 日、2025 年 1 月 9 日召开第九届董事会 2024 年第 四次临时会议、2025 年度第一次临时股东大会审议通过了《关于预计公司及下属子 公司 2025 年度担保额度的议案》，于 2025 年 4 月 24 日、2025 年 5 月 13 日召开第 十届董事会第二次会议、2025 年度第三次临时股东大会审议通过了《关于为下属子 公司增加 2025 年度担保额度的议案》，于 2025 年 7 月 21 日、2025 年 8 月 6 日召开 第十届董事会2025年第四次临时会议、2025年度第四次临时股东大会审议通过了《关 于为下属 ...

Core Insights - The company reported a revenue of 4.423 billion yuan for the first half of 2025, representing a year-on-year growth of 7.98% [1] - The software development and technical services segment generated revenue of 2.907 billion yuan, with a year-on-year increase of 10.57% [1] Financial Performance - In the financial digitalization sector, the company achieved a revenue of 1.950 billion yuan, focusing on serving over 2,000 financial and quasi-financial clients [1] - The enterprise digitalization segment generated revenue of 1.993 billion yuan, contributing to the advancement of tax digitalization projects [1] Business Development - The financial software service business maintained stable growth, with revenue of 1.639 billion yuan, up 3.21% year-on-year [2] - The signed contracts for financial software services reached 1.846 billion yuan, reflecting a growth of 2.60% [2] - Revenue from major clients in state-owned and joint-stock banks increased by 26.28%, while signed contracts grew by 36.06% [2] Innovation and R&D - The company continues to invest heavily in R&D, focusing on the "AI for Process" concept to enhance its technological service capabilities [3] - Collaborations with industry partners aim to explore and implement "AI+" business scenarios, accelerating the digital transformation of the industry [3]

Core Insights - Shenzhou Information (000555) reported a steady growth in overall business, driven by market insights and AI-driven innovation, despite a complex market environment [1] - The company achieved a revenue of 4.423 billion RMB in the first half of 2025, representing a year-on-year increase of 7.98% [1] - The software development and technology services segment generated revenue of 2.907 billion RMB, with a year-on-year growth of 10.57% [1] Financial Performance - The financial software service business for state-owned and joint-stock banks saw a revenue increase of 26.28% year-on-year, with total signed amounts growing by 36.06% [2] - The top ten clients in the financial software service sector contributed to a revenue increase of 20.74% year-on-year, with signed amounts rising by 17.79% [2] - R&D expenses for the first half of the year were 248 million RMB, maintaining a leading position in the industry [2] Market Position - Shenzhou Information ranked first in market share among domestic listed companies in the IT solutions market for the banking industry, as per the report by CCID Consulting [1] - The company continues to deepen its strategic partnerships with major clients, optimizing client quality and structure [1] Innovation and Development - The company has made significant advancements in "AI + Finance" solutions, including financial knowledge Q&A and financial code development, leveraging domestic open-source large models [2] - Shenzhou Information has been recognized as a "leader" in financial technology standards by the central bank for four consecutive years, being the only financial technology enterprise selected [2] - The company is actively involved in the national Golden Tax Phase III/IV project and is expanding its digital service business with internet companies like Alibaba and Meituan [1] Strategic Direction - The company is focused on the "AI for Process" concept, driving digital transformation through continuous R&D innovation and collaboration with industry partners [3] - Shenzhou Information aims to accelerate the digital transformation of industries by exploring and implementing "AI+" business scenarios [3]

责任编辑：小浪快报 8月28日，神州信息盘中下跌2.11%，截至09:39，报14.88元/股，成交1.79亿元，换手率1.24%，总市值 145.20亿元。 资金流向方面，主力资金净流出200.94万元，特大单买入1438.76万元，占比8.02%，卖出1864.36万元， 占比10.39%；大单买入4257.69万元，占比23.73%，卖出4033.02万元，占比22.48%。 神州信息今年以来股价涨32.86%，近5个交易日涨6.29%，近20日涨15.80%，近60日涨15.98%。 今年以来神州信息已经5次登上龙虎榜，最近一次登上龙虎榜为3月26日。 资料显示，神州数码信息服务集团股份有限公司位于北京市海淀区西北旺东路10号院东区18号楼神州信 息大厦，成立日期1996年11月18日，上市日期1994年4月8日，公司主营业务涉及金融信创业务、基于 5iABCDs的智能金融业务、跨行业融合的场景金融业务。主营业务收入构成为：软件开发及技术服务 65.72%，系统集成34.22%，其他(补充)0.06%。 神州信息所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：信创概念、区块链、数字 ...

Group 1 - The core viewpoint of the article is that Shenzhou Information (000555) reported its financial performance for the first half of 2025, showing mixed results with revenue growth but a significant decline in net profit [1] Group 2 - In the first half of 2025, the company achieved operating revenue of 4.423 billion yuan, representing a year-on-year increase of 7.98% [1] - The net profit for the same period was -96.3796 million yuan, indicating a year-on-year decrease of 25.93% [1] - The basic earnings per share were -0.1003 yuan, and the weighted average return on equity (ROE) was -1.72% [1]

Core Insights - The company reported a revenue of 4.423 billion yuan for the first half of 2025, representing a year-on-year growth of 7.98% [1] - The net loss attributable to shareholders reached 96.38 million yuan, with the net loss excluding non-recurring items at 97.22 million yuan, both losses widening compared to the same period last year [1] - The increase in losses is primarily attributed to the prolonged overdue receivables from certain clients, leading the company to prudently provision for potential credit and asset impairment losses [1]

Group 1 - The company reported a revenue of 4.423 billion yuan for the first half of the year, representing a year-on-year growth of 7.98% [1] - The net profit attributable to shareholders was a loss of 96.38 million yuan, compared to a loss of 76.53 million yuan in the same period last year [1] - The basic earnings per share were -0.1003 yuan [1]

神州数码信息服务集团股份有限公司 2025 年半年度财务报告 神州数码信息服务集团股份有限公司 2025 年半年度财务报告 2025 年 8 月 1 神州数码信息服务集团股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 3 神州数码信息服务集团股份有限公司 2025 年半年度财务报告 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 应付账款 | 1,904,300,945.92 | 2,267,913,389.95 | | 预收款项 | | | | 合同负债 | 1,377,812,759.18 | 1,152,846,718.23 | | 卖出回购金融资产款 | | | | 吸收存款及同业存放 | | | | 代理买卖证券款 | | | | 代理承销证券款 | | | | 应付职工薪酬 | 332,501,147.82 | 468,017,897.07 | | 应交税费 | 84,426,214.13 | 106,361,986.86 | ...