证券代码：002474 证券简称：榕基软件 公告编号：2025-027 福建榕基软件股份有限公司 关于全资子公司签订《河南榕基软件园建设工程总承包合同》的进展公告 一、合同签署概况及前期披露情况 根据福建榕基软件股份有限公司（以下简称"公司"）经营发展及推进公司软件研发需要， 公司全资子公司河南榕基信息技术有限公司（以下简称"河南榕基"）与中国建筑第五工程局 有限公司（以下简称"中建五局"）于2025年10月15日签订了《河南榕基软件园建设工程总 承包合同》，合同总金额为人民币壹亿贰仟伍佰陆拾玖万玖仟柒佰零叁元贰角柒分 （125,699,703.27元）。 公司第六届董事会第二十次会议审议通过《关于全资子公司拟签订<建筑工程施工总承包 合同>的议案》，具体详见公司于2025年8月26日在巨潮资讯网（www.cninfo.com.cn）发布的 《关于全资子公司拟签订建筑工程施工总承包合同的公告》（公告编号：2025-025）。本次事 项无需提交股东大会审议，公司董事会授权河南榕基管理层全权代表公司签署该合同及相关 法律文件，由此产生的法律、经济责任均由公司承担。 本次交易不构成《上市公司重大资产重组管理办法》规 ...

Core Insights - The IT services sector experienced a rise of 1.29% on October 15, with ST Diwei Xun leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] IT Services Sector Performance - ST Diwei Xun saw a significant increase of 20.00%, closing at 6.18, with a trading volume of 192,100 shares and a transaction value of 110 million [1] - Rongmu Software increased by 9.95%, closing at 8.07, with a trading volume of 810,200 shares and a transaction value of 629 million [1] - Other notable performers included Shiji Ruier (+5.80%), Wantong Technology (+5.25%), and Guozi Software (+5.14%) [1] Market Capital Flow - The IT services sector saw a net outflow of 6.2785 million from institutional investors, while retail investors contributed a net inflow of 603 million [2][3] - The overall market showed a mixed trend with some stocks experiencing significant outflows from both institutional and speculative funds [2][3] Individual Stock Fund Flow - Rongmu Software had a net inflow of 191 million from institutional investors, while it faced a net outflow of 83.5 million from speculative funds [3] - Donghua Software and Capital Online also saw positive net inflows from institutional investors, indicating strong interest in these stocks [3] - Conversely, stocks like Road and Bridge Information and Jingsong Intelligent faced notable declines in both institutional and speculative fund flows [2][3]

Core Viewpoint - The company has confirmed that its stock price has deviated significantly, with a cumulative increase of over 20% over three consecutive trading days, and there are no undisclosed significant matters affecting the stock price [1] Summary by Relevant Sections - **Stock Price Movement** - The company's stock price has experienced a cumulative increase of over 20% during the trading days of October 13, 14, and 15, 2025 [1] - **Verification of Information** - The company has verified and confirmed that there are no corrections or supplements needed for previously disclosed information [1] - No recent media reports have been found that could have significantly impacted the company's stock price [1] - **Operational Status** - The company's recent operational situation is normal, and there have been no significant changes in the internal or external operating environment [1] - **Shareholder Activity** - The company's controlling shareholders and actual controllers have not engaged in any stock trading during the period of abnormal stock price fluctuations [1]

Core Viewpoint - The article highlights the significant growth potential in the domestic software sector, driven by policy support, technological breakthroughs, and market penetration opportunities, particularly in the context of the "信创" (Xinchuang) industry [4][10][11] Group 1: Market Performance - A-shares in the domestic software sector experienced a strong rally, with companies like 久其软件 (Jiuqi Software), 榕基软件 (Rongji Software), and 格尔软件 (Geer Software) hitting the daily limit up [4][5] - As of 10:30 AM, 品茗科技 (Pinming Technology) surged over 16%, with other companies like 浩辰软件 (Haocen Software) and 麒麟信安 (Qilin Xinan) also showing significant gains [5] Group 2: Product Launches - 新凯来 (Xinkailai) subsidiary 启云方 (Qiyunfang) launched two EDA (Electronic Design Automation) software products with complete independent intellectual property rights at the 2025 Bay Area Semiconductor Industry Expo, achieving a 30% improvement in performance compared to industry benchmarks [7][9] - The software reduces hardware development cycles by 40% and increases the success rate of intelligent assisted design by 30%, enhancing overall efficiency and quality [7] Group 3: Industry Trends - The domestic software sector is in a golden period of growth, with substantial potential for domestic replacement across various fields, particularly in industrial software, which is crucial for enhancing the self-controllability and global competitiveness of China's manufacturing industry [9][10] - The 信创 (Xinchuang) sector is positioned as a core strategic area for China's technological self-reliance, with significant policy backing, including a proposed issuance of long-term special bonds to support this industry [10][11] Group 4: Policy Support - The 2025 Central Economic Work Conference emphasized the issuance of special bonds to support the 信创 and artificial intelligence sectors, indicating strong governmental backing for domestic software development [10] - New government procurement requirements mandate that terminal devices' CPUs and operating systems must meet security assessments, accelerating the implementation of domestic software solutions in government and industry [10]

Market Overview - On October 15, the A-share market opened slightly higher, initially dipped into the red, and then quickly rebounded, with all three major indices turning positive by the time of reporting [1] - The Hong Kong stock market also opened collectively higher, with all three indices rising over 1% [2] Industry Performance - The retail, beauty care, building materials, and non-ferrous metals sectors saw collective gains, while e-commerce, cement manufacturing, and cybersecurity stocks were active [2] - The defense and military sector underperformed, with stocks related to photolithography and photovoltaic inverters declining [2][8] Notable Stocks - In the building materials sector, stocks like Yao Pi Glass and Jianlang Hardware experienced significant gains, with Yao Pi Glass rising by 9.98% [5] - The non-ferrous metals sector remained active, with stocks such as Shenghe Resources and Zhao Jin Gold seeing notable increases, including Shenghe Resources hitting the daily limit with a 10% rise [4][3] Software Sector Activity - The domestic software sector was active, with stocks like Jiuqi Software and Geer Software reaching their daily limits, both increasing by around 10% [6][7] Defense and Photolithography Sector Decline - The defense and military sector saw significant declines, with North China Long Dragon dropping over 10% and several other stocks experiencing substantial losses [8][9] - Photolithography-related stocks collectively fell, with companies like Xinlai Materials and Aopu Optoelectronics seeing declines of over 10% [10] Company Investigation - Ruiyi Group's stock hit the daily limit down, falling by 9.98% to 5.23 yuan per share after the company announced it received a notice from the China Securities Regulatory Commission regarding an investigation for suspected information disclosure violations [12]

Market Overview - On October 15, A-shares opened slightly higher, initially dipped into the red, and then quickly rebounded, with all three major indices turning positive by the time of reporting [2][3]. - The Shanghai Composite Index rose by 0.24%, the Shenzhen Component Index increased by 0.17%, and the ChiNext Index gained 0.09% [3]. Sector Performance - The retail, beauty care, building materials, and non-ferrous metals sectors saw collective gains, while e-commerce, cement manufacturing, and cybersecurity stocks were active [3][4]. - The defense sector underperformed, with stocks related to photolithography machines and photovoltaic inverters declining [3][5]. Notable Stocks - In the e-commerce sector, stocks like Pinduoduo and JD Health saw increases of 1.93% and 3.39%, respectively [4][6]. - The building materials sector experienced a surge, with Yao Pi Glass and Jianlang Hardware rising by 9.98% and 6.94%, respectively [10]. - In the non-ferrous metals sector, Shenghe Resources hit the daily limit with a 10% increase, while other gold-related stocks also performed well [8][9]. Software Sector Activity - The domestic software sector was active, with stocks like Jiuqi Software and Geer Software reaching their daily limits, increasing by 10.03% and 10% respectively [11][12]. - New Kai Lai's subsidiary launched two EDA design software products at the Bay Area Semiconductor Industry Expo, achieving a 30% performance improvement over industry benchmarks [12]. Defense and Photolithography Sector Decline - The defense and military sector saw significant declines, with North China Long Dragon dropping over 10% and several other stocks experiencing substantial losses [14][15]. - Photolithography-related stocks collectively fell, with companies like Xinlai Materials and Guolin Technology seeing declines of over 10% [16]. Company-Specific News - Ruiyi Group's stock hit the daily limit down, falling by 9.98% to 5.23 CNY per share after the company received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [19][20].

Core Insights - The A-share market has seen a strong performance in domestic software stocks, with several companies experiencing significant price increases [1] Group 1: Stock Performance - Pinming Technology (品茗科技) rose by 15.52%, with a total market capitalization of 9.108 billion and a year-to-date increase of 380.60% [2] - Jiuxi Software (久其软件) increased by 10.03%, with a market cap of 6.337 billion and a year-to-date rise of 17.22% [2] - Geer Software (格尔软件) saw a 10.00% increase, with a market cap of 3.838 billion and a year-to-date increase of 27.67% [2] - Rongji Software (榕基软件) rose by 9.95%, with a market cap of 5.021 billion and a year-to-date increase of 34.72% [2] - Haocen Software (浩辰软件) increased by 9.87%, with a market cap of 3.960 billion and a year-to-date rise of 54.88% [2] - Guodun Quantum (国盾量子) rose by 8.36%, with a market cap of 44.3 billion and a year-to-date increase of 44.19% [2] - Other notable performers include Zhongchuang Co. (中创股份) up 6.48%, Fangzhi Technology (方直科技) up 5.95%, and Guozi Software (国子软件) up 5.93% [2] Group 2: Market Trends - The MACD golden cross signal has formed, indicating a positive trend for these stocks [1]

Core Viewpoint - The domestic software sector is experiencing a significant rally, with companies like Jiuxi Software and Rongji Software hitting the daily limit up, indicating strong market interest and investment potential in this area [1] Group 1: Market Performance - Jiuxi Software and Rongji Software both reached the daily limit up, showcasing robust investor confidence in domestic software stocks [1] - Other companies such as Pinming Technology and Haocen Software saw increases of over 10%, indicating a broader positive trend in the sector [1] - Companies like Huada Jiutian, Qilin Xinan, Guozi Software, and Zhongwang Software also experienced upward movement, reflecting a collective rise in the domestic software market [1] Group 2: Industry Developments - New Kai's subsidiary, Qiyunfang, launched two EDA (Electronic Design Automation) software products with complete independent intellectual property rights at the 2025 Bay Area Semiconductor Industry Ecosystem Expo [1] - The introduction of these products highlights advancements in domestic technology and the potential for growth in the semiconductor and software industries [1]

Core Viewpoint - Rongji Software's stock price has shown significant growth this year, with a 25.21% increase, indicating positive market sentiment despite recent net outflows of funds [1][2]. Financial Performance - As of June 30, 2025, Rongji Software reported a revenue of 226 million yuan, a year-on-year decrease of 4.59%, and a net profit attributable to shareholders of -26.39 million yuan, down 8.10% year-on-year [2]. - The company has cumulatively distributed 184 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - On October 14, Rongji Software's stock rose by 2.18%, reaching 7.50 yuan per share, with a trading volume of 354 million yuan and a turnover rate of 9.25%, resulting in a total market capitalization of 4.666 billion yuan [1]. - The stock has seen a net outflow of 92.18 million yuan from major funds, with significant selling pressure observed [1]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased to 87,400, a reduction of 8.12%, while the average number of circulating shares per person increased by 8.89% to 6,072 shares [2]. - Among the top ten circulating shareholders, the Dazheng Zhongzheng 360 Internet + Index A fund is a new entrant, holding 2.0647 million shares [3]. Business Overview - Rongji Software, established on October 22, 1993, and listed on September 15, 2010, is primarily engaged in industry application software development, system integration, and operation maintenance services [1]. - The revenue composition includes 65.78% from system integration, 25.93% from software products and services, and 8.29% from comprehensive park operation and development [1].

Group 1 - The domestic software sector is experiencing significant activity, with industrial software and Xinchuang direction leading the gains, as stocks like Rongji Software, China Software, and Yingjianke hit the daily limit, while others like Chengmai Technology and Kingsoft Office also saw substantial increases [1] - The Ministry of Industry and Information Technology and six other departments recently issued a plan to promote service-oriented manufacturing innovation from 2025 to 2028, highlighting key productive service industries including technology services, industrial design, software and information services, and more [1] - The potential for domestic software to replace foreign products is vast across various fields, with industrial software being crucial for enhancing China's manufacturing autonomy and global competitiveness [1] Group 2 - Domestic software concept stocks have seen an average price increase of 31.15% this year, with Huasheng Tiancai and Dongtu Technology leading with gains of 170.85% and 135.19% respectively [2] - Zhongke Chuangda, a global leader in intelligent platform technology, has a research and development team spread across 16 countries, enabling quick responses to market trends and customer needs [2] - Runhe Software focuses on innovation in domestic and intelligent sectors, with significant efforts in open-source Hongmeng and Euler, impacting industries like finance, energy, healthcare, and education [2] Group 3 - As of October 10, over 70% of concept stocks have seen an increase in financing, with companies like Kingsoft Office and Zhongke Chuangda receiving net financing inflows exceeding 100 million yuan [3] - Kingsoft Office has the highest net financing inflow, accumulating 643 million yuan since October, with its WPS Office suite being a key product [3]