远光软件股份有限公司 2025 年半年度报告全文 远光软件股份有限公司 2025 年半年度报告 【2025 年 8 月】 1 远光软件股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、 完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法 律责任。 公司负责人石瑞杰、主管会计工作负责人林武星及会计机构负责人(会计 主管人员)张宏廷声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 半年度报告涉及未来计划等前瞻性陈述，不构成公司对投资者的实质承 诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当理解计划、 预测与承诺之间的差异。 公司在本报告第三节"管理层讨论与分析"中"十、公司面临的风险和 应对措施"部分，描述了公司未来经营中可能面临的风险，敬请广大投资者 注意查阅。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | | | 远光软件股份有限公司 2025 年半年度报告全文 备查文件目录 （一）载有公司负责人、主管会计工作负责人、会计机构负责 ...

格隆汇8月20日丨远光软件(002063.SZ)在投资者互动平台表示，公司拥有自主可控的区块链技术平台及 多领域成熟产品与解决方案，截至目前公司区块链应用暂未使用树图区块链。 ...

远光软件8月20日在互动平台表示，公司拥有自主可控的区块链技术平台及多领域成熟产品与解决方 案，截至目前公司区块链应用暂未使用树图区块链。 ...

证券日报网讯远光软件（002063）8月13日在互动平台回答投资者提问时表示，截至8月10日，公司股东 总户数为88994户。 ...

Group 1: Industry Perspective on Institutional Research - The overall number of institutional research engagements in the A-share market has decreased, with a total of 118 engagements last week, lower than 163 engagements in the same week of 2024, indicating a cooling interest in research activities [3][13][21] - Among the primary industries, the highest levels of attention were observed in electronics, power equipment, pharmaceuticals, machinery, computers, and automobiles, with power equipment, non-bank financials, and public utilities showing a year-on-year increase in attention [3][12][19] - In July, the total number of institutional research engagements in the A-share market was 1,345, down from 1,505 in the same month of 2024, with machinery, electronics, pharmaceuticals, automobiles, and power equipment receiving the most attention [21][22][26] Group 2: Individual Company Perspective on Institutional Research - Companies such as Huaming Equipment, Tapai Group, BOE Technology Group, and Jereh Group received significant market attention, with high numbers of research engagements and institutional participation [4][28][32] - Huaming Equipment was frequently researched, with 9 engagements last week, focusing on its role in the power equipment sector and its connections to traditional high-energy-consuming industries [30][31] - Jereh Group has been actively expanding its international strategy, particularly in the Middle East, and was also frequently researched, with 2 engagements last week [30][31]

证券日报网讯远光软件（002063）8月8日在互动平台回答投资者提问时表示，公司在不同时期会根据实 际经营需要安排资产收购或处置，以促进公司资产保值增值。 ...

截至8月8日收盘，ERP概念下跌3.00%，位居概念板块跌幅榜前列，板块内，鼎捷数智、赛意信息、用 友网络等跌幅居前，股价上涨的有5只，涨幅居前的有精达股份、长荣股份、杰恩设计等，分别上涨 0.78%、0.50%、0.48%。 ERP概念资金流出榜 今日涨跌幅居前的概念板块 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300170 | 汉得信息 | -7.01 | 11.34 | -47882.40 | | 300378 | 鼎捷数智 | -15.99 | 18.91 | -47113.49 | | 600588 | 用友网络 | -8.74 | 4.52 | -34283.64 | | 300339 | 润和软件 | -3.08 | 4.07 | -33784.47 | | 301236 | 软通动力 | -3.52 | 3.38 | -26656.42 | | 300687 | 赛意信息 | -9.82 | 9.22 | -18320.03 | | 002530 | 金财互联 | -2.1 ...

证券日报网讯远光软件（002063）8月6日发布公告，在公司回答调研者提问时表示，在电力市场深化推 进的背景下，市场主体面临着多资源类型、多交易品种、多交易窗口、多交易区域的高频协同交易局 面，交易场景复杂多样。市场主体需要更多的数字化和信息化支撑手段。发电企业需要提升新能源功率 预测准确性和多电源协同优化能力；售电公司需要加强负荷预测精度和现货报价决策能力；独立储能运 营商需要完善成本核算、多市场收益测算和智能交易策略；虚拟电厂需要建立资源评估、多市场协同和 调度控制能力。市场主体的能力提升需求，为公司的电力交易信息化带来重大机遇，重点落地场景包 括：基于AI的功率预测、负荷预测和电价预测、多能源协同交易决策、储能成本测算、虚拟电厂调节 能力评估和多资源协同调度控制。 ...

Group 1: Business Opportunities in Smart Energy - The company identifies significant opportunities in the smart energy sector due to the complex trading scenarios in the electricity market, which require enhanced digital and informational support [2] - Key areas for improvement include AI-based power forecasting, load forecasting, and multi-energy collaborative trading decisions [3] Group 2: Employee Incentives - The company emphasizes the importance of a long-term incentive mechanism to attract and retain talent, considering various factors before launching a new equity incentive plan [4] Group 3: AI Technology Improvements - AI has been integrated into product development and operational efficiency, enhancing code generation, review, and automated testing, leading to improved work efficiency over the past year [5] Group 4: Business Layout in the AI Era - The company has developed a comprehensive AI platform, integrating various models and creating intelligent applications to facilitate digital transformation for clients in the energy sector [6][7] Group 5: Financial Performance and Future Outlook - The company has experienced a decline in performance in 2024 and Q1 2025 due to increased R&D investments, but plans to strengthen its market position and explore non-energy sectors to mitigate risks [7] Group 6: Blockchain Business Development - The company has established a robust blockchain technology platform and plans to continue investing in this area, focusing on innovation and ecosystem collaboration [8] - Although the company has not yet implemented RWA business, its blockchain technology is poised to support asset verification and traceability in this field [8]

Core Viewpoint - The company has not yet implemented RWA (Real World Assets) business but is actively following the development of the blockchain industry, policy trends, and application scenarios [1] Group 1: Company Developments - The company is focusing on the development of blockchain technology and its potential applications in the RWA sector [1] - The company has reserved relevant technologies and business models to support future developments in the blockchain space [1] Group 2: Technology Application - The company's blockchain technology can be applied in the RWA field, providing reliable technical support for asset confirmation, circulation, and traceability [1]