8月7日，久其软件盘中上涨8.44%，截至13:44，报7.97元/股，成交6.45亿元，换手率10.9%，总市值 68.72亿元。 截至3月31日，久其软件股东户数10.81万，人均流通股7304股。 2025年1月-3月，久其软件实现营业收入3.12亿元，同比减少56.75%；归属净利润-1.16亿元，同比增长 2.53%。 资料显示，北京久其软件股份有限公司位于北京市海淀区文慧园甲12号楼1层，公司是一家专注于政企 信息化建设、数字化转型与智能化升级的管理软件供应商，提供电子政务、集团管控、数字传播等领域 的解决方案与产品。公司自主研发的女娲平台打造了政府统计报表、资产管理、财务一体化、企业绩效 管理、行业大数据等产品线，服务网络覆盖全国，参与了众多政府及企事业单位重大工程与重点项目的 建设，为千万级用户提供了专业服务。 ...

Group 1 - The company has indicated that its AI programming is primarily based on open-source plugins and localized large models for internal use, and it has not yet offered such products externally [2] - An investor inquired about the company's reserves in AI programming on an investor interaction platform [2] Group 2 - The company is identified as 久其软件 (Jiuxi Software) with the stock code 002279.SZ [2] - The inquiry regarding AI programming was made on August 5 [2]

金融界消息 截至2025年7月29日收盘，久其软件（002279）报收于7.15元，下跌0.56%，换手率4.55%， 成交量35.91万手，成交金额2.55亿元。 通过天眼查大数据分析，北京久其软件股份有限公司共对外投资了21家企业，参与招投标项目5000次， 知识产权方面有商标信息102条，专利信息26条，此外企业还拥有行政许可5个。 来源：金融界 久其软件最新一期业绩显示，截至2025一季报，公司营业总收入3.12亿元、同比减少56.75%，归属净利 润11593.44万元，同比增长2.53%，扣非净利润11596.92万元，同比增长5.08%，流动比率1.882、速动比 率1.816、资产负债率35.89%。 天眼查商业履历信息显示，北京久其软件股份有限公司，成立于1999年，位于北京市，是一家以从事软 件和信息技术服务业为主的企业。企业注册资本86220.6871万人民币，实缴资本71043.6578万人民币。 公司法定代表人为赵福君。 资金流向方面，今日主力资金净流出2898.51万元，占比成交额11.36%。其中，超大单净流出1211.20万 元、占成交额4.75%，大单净流出1687.31万元 ...

Core Viewpoint - Beijing Jiuxi Software Co., Ltd. has approved the repurchase and cancellation of all unvested restricted stock from the 2022 incentive plan, along with amendments to the company's articles of association and changes to its registered capital and business scope [1] Group 1: Corporate Actions - The company held its 19th meeting of the 8th Board of Directors on April 23, 2025, and the 2024 Annual General Meeting on May 20, 2025, to review and approve key proposals [1] - The company completed the industrial and commercial change registration procedures on July 22, 2025, and received a new business license from the Haidian District Market Supervision Administration [1] Group 2: Company Information - The registered capital of the company is 862.206871 million yuan, and it was established on August 16, 1999 [1] - The company is classified as a listed other joint-stock company, with its legal representative being Zhao Fujun [1] Group 3: Business Scope - The company's business scope includes software development, artificial intelligence application software development, software sales, information system integration services, and data processing services [1] - The company is also involved in technology services, technical consulting, computer hardware and software retail, and internet data services, among other activities [1]

名称：北京久其软件股份有限公司 类型：其他股份有限公司（上市） 证券代码：002279 证券简称：久其软件 公告编号：2025-030 北京久其软件股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 北京久其软件股份有限公司（以下简称"公司"）于2025年4月23日召开第 八届董事会第十九次会议、2025年5月20日召开2024年度股东大会审议通过了《关 于回购注销2022年度限制性股票激励计划已授予但尚未解锁的全部限制性股票 的议案》《关于修订<公司章程>的议案》，同时结合公司业务发展布局，同意 对公司注册资本和经营范围进行变更调整，具体详见公司于2025年4月25日、2025 年5月21日在《中国证券报》《证券时报》和巨潮资讯网（www.cninfo.com.cn） 披露的《第八届董事会第十九次会议决议公告》（公告编号：2025-010）、《2024 年度股东大会决议公告》（公告编号：2025-024）。 公司于2025年7月22日完成了上述事项的工商变更及备案登记手续，并领取 了由北京市海淀区市场监督管 ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [7]. Core Insights - The computer sector saw a significant increase of 3.02% last week, ranking 7th among major industries, with a trading volume accounting for 10.43% of the total market [2][4]. - The report highlights the growing interest in stablecoins and related technologies, particularly in the context of recent regulatory developments in Hong Kong [6][26]. - The launch of xAI's Grok-4, which includes advanced AI capabilities, is expected to drive further innovation in the sector [19][20]. Summary by Sections Market Performance - The overall market continued its upward trend, with the Shanghai Composite Index surpassing the 3500-point mark, closing at 3510.18 points, reflecting a 1.09% increase [12]. - The computer sector's performance was notably strong, with a 3.02% rise, contributing significantly to the overall market dynamics [12]. Key Developments - The report emphasizes the importance of cryptography in the blockchain ecosystem, particularly as stablecoins gain traction [6][32]. - The implementation of the stablecoin regulations in Hong Kong is anticipated to accelerate the development of the stablecoin market, with major companies like JD.com and Ant Group actively participating [6][26]. Recommendations - The report suggests focusing on companies with strong cryptographic technology reserves and relevant qualifications, especially those linked to the financial industry [6][42]. - It also highlights the potential for investment opportunities in firms that possess the necessary licenses and technological capabilities in blockchain and cryptography [30][42].

Group 1 - The company, Jiuqi Software (002279), announced an expected net loss attributable to shareholders ranging from 65 million to 85 million yuan for the period from January 1, 2025, to June 30, 2025, compared to a loss of 150 million yuan in the same period last year [1] - The net profit loss after deducting non-recurring gains and losses is expected to be between 70 million and 90 million yuan, compared to a loss of 154 million yuan in the same period last year [1] - The basic earnings per share are projected to be a loss of 0.0752 yuan to 0.0984 yuan, compared to a loss of 0.1732 yuan per share in the same period last year [1]

[Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company anticipates a significant reduction in net loss for the first half of 2025, with attributable net profit projected between a loss of RMB 65 million and RMB 85 million - The performance forecast period spans **January 1, 2025, to June 30, 2025**[3](index=3&type=chunk) Key Financial Performance Indicators | Item | Current Period (2025H1) | Prior Year Period (2024H1) | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: RMB 65 million – RMB 85 million | Loss: RMB 149.8053 million | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss: RMB 70 million – RMB 90 million | Loss: RMB 154.4823 million | | **Basic Earnings Per Share** | Loss: RMB 0.0752/share – RMB 0.0984/share | Loss: RMB 0.1732/share | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) This performance forecast is a preliminary estimate by the finance department and has not undergone pre-audit by an accounting firm - This performance forecast has not been pre-audited by an accounting firm, and its data are **preliminary estimates**[5](index=5&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The significant reduction in net loss for the first half of 2025 is attributed to revenue growth in management software and improved subsidiary performance through cost control, despite ongoing seasonal losses - The primary reason for the continued loss in the first half is the **strong seasonality** of the management software business[6](index=6&type=chunk) - The significant narrowing of net profit loss is attributed to two factors: - **Revenue Growth**: Management software business achieved good revenue growth through market strategy implementation and project management enhancement[6](index=6&type=chunk) - **Cost Control**: Improved internal management and strengthened cost control led to better operating performance for major controlled subsidiaries[6](index=6&type=chunk) [Risk Warning and Other Disclosures](index=1&type=section&id=IV.%20Risk%20Warning%20and%20Other%20Disclosures) Investors are advised that this unaudited performance forecast is preliminary, with final financial data subject to the 2025 semi-annual report, requiring cautious investment decisions - This performance forecast data is a **preliminary estimate** by the company's finance department, unaudited, with final data subject to the **2025 semi-annual report**[7](index=7&type=chunk) - The company advises investors to exercise **caution in decision-making** and be aware of **investment risks**[8](index=8&type=chunk)

Group 1 - The company disclosed a plan for board member Shi Ruifeng to reduce his shareholding by up to 885,733 shares within three months after the announcement date [1][3] - The share reduction was completed by July 1, 2025, with the transaction price ranging from 6.57 yuan to 6.72 yuan per share [1][2] - The total share capital of the company as of July 1, 2025, was 862,206,871 shares [2] Group 2 - The share reduction complied with relevant laws and regulations, including the Securities Law of the People's Republic of China and the Shenzhen Stock Exchange listing rules [3][4] - The reduction plan was pre-disclosed and aligned with the initial intentions and commitments made by Shi Ruifeng [3][4] - Shi Ruifeng is not the controlling shareholder or actual controller of the company, and the share reduction will not lead to a change in control or significantly impact the company's governance structure or future operations [4]

一、股东减持情况 证券代码：002279 证券简称：久其软件 公告编号：2025-028 北京久其软件股份有限公司 关于董事减持股份计划实施完成的公告 公司董事施瑞丰先生保证向公司提供的信息内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 北京久其软件股份有限公司（以下简称"公司"）于 2025 年 3 月 25 日披露 了《关于董事减持股份计划的预披露公告》（公告编号：2025-008），公司董事 施瑞丰先生计划自前述公告披露之日起 15 个交易日后的 3 个月内以集中竞价方 式或大宗交易方式减持公司股份不超过 885,733 股。 公司于 2025 年 7 月 2 日收到董事施瑞丰先生的通知，知悉截至 2025 年 7 月 1 日，施瑞丰先生已实施完成其减持计划。根据《上市公司董事和高级管理人 员所持本公司股份及其变动管理规则》《深圳证券交易所上市公司自律监管指引 第 18 号——股东及董事、高级管理人员减持股份（2025 年修订）》等相关规定， 现将有关情况公告如下： （一）股东减持股份情况 | | | | 减持均价 | 减持 ...