Core Viewpoint - The company, Yuanguang Software, currently has no plans or involvement in quantum technology [2] Company Summary - Yuanguang Software (002063.SZ) responded to an investor inquiry on October 27, stating that it has not yet made any investments in quantum technology and does not have any business plans related to this field [2]

Group 1 - The median return of active quantitative funds for the week of October 20-24, 2025, was 3.25%, while the Shanghai-Shenzhen 300 Index returned 3.24% and the Wind All A Index returned 3.47% [3][8] - For the year, the median return of active quantitative funds was 27.54%, compared to 18.44% for the Shanghai-Shenzhen 300 Index and 25.86% for the Wind All A Index [3][8] - The top-performing active quantitative funds this week had returns between 9% and 18%, primarily concentrated in the electronics sector, while the underperforming funds had returns between -1% and -3%, mainly focused on the food and beverage sector [3][4][8] Group 2 - The "Super Expectation Stock Selection Strategy" constructs a stock pool based on net profit exceeding expectations and analyst expectations, using the Wind All A Index as the base stock pool [5][14] - This week, the selected strategy yielded a return of 5.48%, outperforming the benchmark index (Wind All A Index) by 2.01% [5][16] - For the year, the selected strategy achieved a return of 46.03%, significantly higher than the benchmark index's return of 25.86%, resulting in an excess return of 20.17% [5][20] Group 3 - The top 30 selected stocks for October 2025 are concentrated in the electronics sector, with the highest return stock being Andar Intelligent (688125.SH) at 18.64%, categorized under mechanical equipment and automation equipment [6][21] - The report highlights that the active quantitative funds with higher returns are predominantly invested in the electronics sector [6][26] - The report emphasizes the importance of analyzing unexpected earnings and their impact on stock price movements, indicating a significant drift pattern following earnings announcements [14][15]

Group 1 - The core point of the news is that YuanGuang Software held its 20th meeting of the 8th board of directors on October 24, 2025, to review the Q3 2025 report and other documents [1] - For the first half of 2025, YuanGuang Software's revenue composition shows that the electricity industry accounted for 96.79%, while other industries made up 3.21% [1] Group 2 - As of the report, YuanGuang Software has a market capitalization of 12.3 billion yuan [2] - A notable transaction involved a well-known brand spending 170 million yuan to purchase 2,000 shares of a target company with a registered capital of only 10,000 Hong Kong dollars, raising questions about the necessity of the acquisition [2]

Core Viewpoint - YuanGuang Software (002063.SZ) reported a year-on-year increase in revenue for Q3 2025, but a decline in net profit attributed to shareholders [1] Financial Performance - The company's operating revenue reached 515 million yuan, representing a year-on-year increase of 4.13% [1] - The net profit attributable to shareholders was 48.0582 million yuan, showing a year-on-year decrease of 10.86% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 48.3696 million yuan, which also reflects a year-on-year decline of 10.15% [1]

Core Viewpoint - The company reported a slight increase in revenue and a notable rise in net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The company achieved operating revenue of 1.57 billion yuan, representing a year-on-year growth of 1.99% [1] - The net profit attributable to shareholders reached 123 million yuan, showing an increase of 11.89% year-on-year [1] - Basic earnings per share were 0.0648 yuan, reflecting a growth of 11.92% compared to the same period last year [1]

证券代码：002063 证券简称：远光软件 公告编号：2025-040 审议通过了《2025 年第三季度报告》 表决结果：同意票 11 票，反对票 0 票，弃权票 0 票。 《2025 年第三季度报告》刊登在 2025 年 10 月 25 日《证券时报》《中国证 券报》《上海证券报》和巨潮资讯网（http://www.cninfo.com.cn）上。 本议案已经公司第八届董事会审计委员会第十二次会议审议通过，审计委员 会对《2025 年第三季度报告》中的财务信息及财务报表进行审议，认为公司 2025 年第三季度报告中的财务信息以及财务报表真实、准确、完整地反映了公司 2025 年第三季度经营成果及财务状况，不存在虚假记载、误导性陈述或者重大遗漏。 董事会审计委员会同意该议案并将该议案提交公司第八届董事会第二十一次会 议审议。 远光软件股份有限公司 第八届董事会第二十一次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 远光软件股份有限公司（以下简称"公司"）董事会于 2025 年 10 月 17 日 以电子邮件方式发出了关于 ...

Financial Performance - The company's operating revenue for Q3 2025 was ¥514,757,544.25, representing a year-on-year increase of 4.13%[5] - The net profit attributable to shareholders decreased by 10.86% to ¥48,058,162.20 compared to the same period last year[5] - The basic earnings per share (EPS) was ¥0.0252, down 10.95% year-on-year[5] - Total operating revenue for the current period reached ¥1,569,649,561.02, an increase from ¥1,538,975,398.63 in the previous period, representing a growth of approximately 2.3%[17] - Total operating costs amounted to ¥1,452,641,599.63, slightly up from ¥1,449,424,343.01, indicating a marginal increase of about 0.2%[18] - The operating profit for the current period was ¥117,516,007.26, compared to ¥107,454,614.51 in the previous period, reflecting an increase of approximately 9.5%[18] - Net profit for the current period was ¥116,150,561.38, up from ¥97,973,921.86, marking a significant increase of around 18.5%[18] - Basic and diluted earnings per share improved to ¥0.0648 from ¥0.0579, indicating a growth of approximately 11.2%[19] Assets and Liabilities - Total assets at the end of the reporting period were ¥4,575,724,128.79, an increase of 3.06% from the end of the previous year[5] - The company's total assets as of September 30, 2025, amount to 4,575,724,128.79 yuan, an increase from 4,440,066,686.89 yuan at the beginning of the period[14] - The total current assets are reported at 3,510,346,082.52 yuan, compared to 3,465,458,182.09 yuan at the beginning of the period[15] - The total non-current assets are valued at 1,065,378,046.27 yuan, up from 974,608,504.80 yuan at the beginning of the period[15] - Total liabilities increased to ¥654,067,344.63 from ¥593,018,120.32, reflecting a rise of about 10.3%[16] - The total liabilities include short-term borrowings of 142,027,737.77 yuan[15] Cash Flow - The cash flow from operating activities showed a net outflow of ¥622,732,885.88, an increase of 17.53% compared to the previous year[5] - Cash generated from operating activities was ¥1,226,276,324.10, a substantial increase from ¥921,421,461.11, representing a growth of about 33.1%[21] - The net cash flow from operating activities was -$622.73 million, an improvement from -$755.08 million in the previous period, indicating a 17.5% reduction in cash outflow[22] - Total cash inflow from operating activities amounted to $1.25 billion, compared to $951.40 million previously, reflecting a 31.4% increase[22] - Cash outflow from operating activities totaled $1.87 billion, up from $1.71 billion, representing a 9.7% increase[22] - Cash flow from investing activities was -$22.71 million, an improvement from -$34.14 million, showing a 33.5% reduction in cash outflow[22] - The net cash flow from financing activities was $55.25 million, a significant decrease from $213.25 million, reflecting a 74.1% decline[22] Shareholder Information - The total number of common shareholders at the end of the reporting period is 90,295[10] - The largest shareholder, State Grid Digital Technology Co., Ltd., holds 13.22% of shares, totaling 252,454,728 shares[10] - The second-largest shareholder, Chen Lihao, owns 9.94% of shares, amounting to 189,793,194 shares, with 142,344,895 shares pledged[10] Other Financial Metrics - The company reported a significant decrease in financial expenses by 155.21% to -¥217,053.01, primarily due to reduced interest expenses[9] - The company experienced a 66.90% decrease in intangible assets to ¥35,489,069.94, mainly due to the amortization of certain intangible assets[8] - The company did not undergo an audit for the third quarter financial report[24] - The company will implement new accounting standards starting in 2025, but this does not apply to the current reporting period[24]

远光软件公告，第三季度营收为5.15亿元，同比增长4.13%；净利润为4805.82万元，下降10.86%。前三 季度营收为15.7亿元，同比增长1.99%；净利润为1.23亿元，同比增长11.89%。 ...

Group 1 - The core viewpoint of the article is that Haitong International has given a "better than market" rating to Yuanguang Software (002063.SZ) based on its strong performance in the electric energy sector and ongoing digital transformation efforts [1][1][1] Group 2 - The electric energy industry is showing accumulated advantages, with the "four driving forces" contributing to performance growth [1] - Policy support is driving the development of the trust-based EPR, and the company is continuously advancing its digital transformation [1]

Core Insights - The 27th China International Software Expo was held in Zhengzhou, Henan, where the China Electronic Information Industry Association released the "2025 Software and Information Technology Service Enterprise Competitiveness Index Report" [1] - The report evaluates the top 100 software and information technology service enterprises based on multiple dimensions including scale, efficiency, quality, technology, R&D, and social responsibility, aiming to reflect the competitiveness level of enterprises and promote high-quality development of the software industry [1] Company Highlights - Yuan Guang Software, one of the top 100 companies, has four R&D centers located in Beijing, Zhuhai, Wuhan, and Guangzhou, with an annual R&D investment ratio exceeding 20% [1] - The company's next-generation enterprise digital core system (Yuan Guang DAP) has achieved a comprehensive upgrade of core functions, effectively supporting resource collaboration and decision optimization in complex operational environments through an integrated business middle platform and data intelligence platform [1] - Yuan Guang's core products are widely used in major state-owned enterprises and local energy power companies, including the State Grid, Southern Power Grid, and State Energy Group [1]