Investment Rating - The report maintains a "Recommendation" rating for the industry [5] Core Viewpoints - The emphasis on "technology domestic demand" is highlighted, with a focus on self-reliance and control as a core theme in the context of major power competition [3][10][22] - The report suggests that the domestic computing demand and self-reliance will be the main drivers for investment opportunities in the technology sector [3][22] - The report identifies key areas of focus including domestic AI computing, national software innovation (信创), military information technology, and the Harmony OS ecosystem [3][22] Summary by Sections Market Review - The Shanghai Composite Index fell by 1.37%, the SME Index by 2.93%, and the ChiNext Index by 2.95% during the week of March 31 to April 3 [30] Industry News - The report discusses the release of the national measurement list which is expected to accelerate the domestic innovation industry [14] - It notes the importance of the Harmony OS as a significant new player in the domestic operating system market, particularly in PCs [15] Company Dynamics - Highwei Technology plans to reduce its shareholding by up to 4,400,000 shares, accounting for 1% of the total share capital [27] - The report mentions that Lai Si Information has completed the registration and filing procedures for changing its legal representative [27] Investment Suggestions - The report recommends focusing on companies involved in domestic AI computing, national software innovation, military information technology, and key players in the Harmony OS ecosystem [22] - Specific companies highlighted include Haiguang Information, Cambrian, Inspur Information, China Software, and others across various segments [22][21]

Core Viewpoint - The digital earth industry in China has shown significant growth, with the market size increasing from approximately 2.88 billion yuan in 2019 to around 5.82 billion yuan in 2023, driven by advancements in technology and increasing demand for applications in resource management, environmental protection, and smart city construction [1][10]. Group 1: Industry Definition and Characteristics - Digital earth is defined as a digital model of the Earth, integrating data on spatial and temporal changes of activities and environments, aimed at providing high-quality services for sustainable development and economic construction [2][4]. Group 2: Industry Chain Analysis - The upstream of the digital earth industry includes remote sensing technology, geographic information systems (GIS), and satellite navigation systems, which provide essential data and technical support [4]. - The midstream focuses on data processing and service, utilizing advanced technologies for data preprocessing, classification, and modeling [4]. - The downstream applications include smart cities, natural resource management, traffic navigation, and weather forecasting, benefiting from innovations in remote sensing satellites, drones, and cloud computing [4][8]. Group 3: Industry Development History - The digital earth industry in China has evolved through several stages since the early 2000s, starting with theoretical exploration and pilot projects, leading to widespread application and commercialization [6]. Group 4: Current Industry Status - The digital earth industry has achieved significant technological innovations, particularly in remote sensing, GIS, and GPS, with a market size of approximately 5.82 billion yuan in 2023 [10]. - The demand for digital earth applications is expected to grow, especially in areas like natural resource management and smart city development [10]. Group 5: Downstream Application Areas - Natural resource management accounts for 32% of the digital earth applications, followed by environmental protection at 22%, and urban planning at 16% [12]. Group 6: Key Companies in the Industry - Major companies in the digital earth industry include: - Zhongke Xingtou, which excels in data integration and application across various sectors [14]. - Aerospace Hongtu, focusing on satellite remote sensing and global application [14]. - SuperMap Software, leveraging GIS technology for data processing and visualization [14]. - Four-dimensional Map New Technology, extending navigation services into the digital earth domain [14]. - Beidou Star Communication, integrating satellite navigation with digital earth applications [14]. Group 7: Future Development Trends - The digital earth industry is expected to see technological integration and innovation, driven by advancements in 5G, IoT, and AI, enhancing performance and efficiency [20][21]. - The application areas of digital earth are diversifying, impacting sectors such as disaster management, agriculture, and transportation [21]. - Global cooperation in the digital earth industry is increasing, facilitating technology sharing and market expansion [22].

财报显示，南方基金旗下南方中证1000ETF进入超图软件前十大股东，且为去年四季度新进。今年以来收益率6.29%，同类排名831(总3442)。 3月28日，超图软件连续9个交易日下跌，区间累计跌幅-9.53%。北京超图软件股份有限公司(股票代码:300036)成立于1997年,是聚焦地理信息软件 (Geographic Information Software,广义GIS)和空间智能(Geospatial Intelligence,GI)领域的基础软件与应用软件厂商,是信创、时空大数据、人工智能、虚拟现实 等领域的重要参与者。 | | | H / 1 今年以来各阶段业绩及同类排名 | | | | --- | --- | --- | --- | --- | | 阶段涨幅 | 李度涨幅 | 年度涨幅 | | | | | 近1周 | 近1月 | 近3月 | 新功能:"小天 | | 阶段涨幅 | -3.14% | -2.57% | 2.61% | 型,智能问答 | | 同类平均6 | -1.63% | -1.62% | 1.93% | 准、专业的问 | | 沪深300 | 0.01% | 0.65% | -1.65 ...

证券代码：300036 证券简称：超图软件 公告编号：2025-002 北京超图软件股份有限公司 关于第二期员工持股计划存续期即将届满的提示性公告 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。 2022 年 5 月 23 日召开了第五届董事会第十四次会议、第五届监事会第九次 会议，并于 2022 年 6 月 8 日召开了 2022 年第一次临时股东大会，审议通过了《关 于<北京超图软件股份有限公司第二期员工持股计划（草案）>及其摘要的议案》 《关于制定<北京超图软件股份有限公司第二期员工持股计划管理办法>的议案》 《关于提请股东大会授权董事会办理公司第二期员工持股计划相关事宜的议案》 等相关议案，同意公司实施第二期员工持股计划，并授权董事会办理公司第二期 员工持股计划的相关事宜。 公司于 2022 年 8 月 5 日召开第五届董事会第十五次会议、第五届监事会第 十次会议，对第二期员工持股计划相关内容作出修订，审议通过了《关于<北京 超图软件股份有限公司第二期员工持股计划（草案修订稿）>及其摘要的议案》 《关于制定<北京超图软件股份有限公司第二期员工持股计划管 ...

证券代码：300036 证券简称：超图软件 北京超图软件股份有限公司投资者关系活动记录表 | | | 编号：2025-01 | | --- | --- | --- | | 投资者关 | √特定对象调研 □分析师会议 | | | 系活动类 | □媒体采访 □业绩说明会 | | | 别 | □新闻发布会 □路演活动 | | | | □现场参观 □其他 （请文字说明其他活动内容） | | | 参与单位 | | | | | 华夏基金管理有限公司、博时基金管理有限公司、中国人保资产管理有限 公司、东吴基金管理有限公司、建信基金管理有限责任公司、拾贝投资管 | | | | 理有限公司、英大保险资产管理有限公司、益民基金管理有限公司、长城 | | | | 财富保险资产管理股份有限公司、江苏瑞华投资控股集团有限公司、路博 | | | | 迈投资管理(上海)有限公司、上海仁灏投资管理中心（有限合伙）、深圳 | | | 名称 | 瑞信致远私募证券基金管理有限公司、海南盛熙私募基金管理合伙企业 | | | | (有限合伙)、深圳正圆投资有限公司、深圳市景泰利丰投资发展有限公司、 | | | | 上海景熙资产管理有限公司、上海保银投 ...

Financial Performance - The company expects a net loss of between 10,000 and 20,000 million CNY for the fiscal year 2024, compared to a profit of 15,211.05 million CNY in the same period last year[4]. - The net profit after deducting non-recurring gains and losses is projected to be a loss of 22,000 to 32,000 million CNY, down from a profit of 11,114.13 million CNY in the previous year[4]. - Revenue is anticipated to be between 140,000 and 150,000 million CNY, a decrease from 197,868.59 million CNY in the prior year[4]. Business Challenges - The company faced delays in customer demand and a slowdown in bidding processes, leading to lower-than-expected contract signings during the reporting period[6]. - Organizational restructuring has temporarily impacted business expansion and project implementation, but the company believes this change will enhance competitiveness and operational efficiency in the long run[6][7]. Future Outlook - The company remains optimistic about future development, citing an increase in large orders towards the end of the year as a positive sign[6][7]. - The company plans to recognize goodwill impairment of 50 to 80 million CNY related to previous acquisitions, subject to final approval by auditors[7]. Financial Reporting - The financial data presented is preliminary and has not yet been audited by external accountants, with detailed figures to be disclosed in the 2024 annual report[5][8].

Regulatory Action - Longhui Investment received a warning letter from the Beijing Securities Regulatory Bureau for failing to disclose information and halt trading after its shareholding in SuperMap Software exceeded 5% [1] - Longhui Investment's shareholding in SuperMap Software reached 5.26% as of November 28, 2024, triggering the disclosure requirement [1] - The regulatory action will be recorded in the securities and futures market integrity file [1] Longhui Investment's Trading Activity - Longhui Investment significantly increased its holdings of SuperMap Software from October 18 to November 28, 2024, purchasing 23.6717 million shares, representing 4.9% of the total shares [1] - As of November 28, 2024, Longhui Investment held 25.3869 million shares of SuperMap Software, with a market value of 473 million yuan based on the December 10 closing price of 18.63 yuan per share [2] - Longhui Investment's total assets under management range from 1 to 2 billion yuan, making its investment in SuperMap Software a significant portion of its portfolio [2] SuperMap Software Overview - SuperMap Software focuses on geographic information software and spatial intelligence, developing fully domestically controllable software products [2] - The company is deeply involved in the construction of Digital China, digital government, and enterprise digitalization [2] - SuperMap Software reported net profits of -339 million yuan in 2022, 152 million yuan in 2023, and 26.31 million yuan in the first three quarters of 2024, with year-on-year changes of -217.75%, 144.92%, and -80.58% respectively [2] Longhui Investment's Portfolio Concentration - As of the third quarter of 2024, Longhui Investment's products appeared in the top ten circulating shareholders of four stocks, with a total market value of 1.114 billion yuan [3] - Longhui Investment's largest holding is in Meihua Biological, with a market value of 1.007 billion yuan as of the third quarter of 2024 [3] - Longhui Investment's other holdings include AECC Aviation Power (42.4898 million yuan), Longshine Technology (59.1317 million yuan), and Xinjiang Talimu Agriculture Development (4.9562 million yuan) [3] Historical Trading Patterns - Longhui Investment first traded SuperMap Software in November 2021, but the trading volume was relatively small at that time [1] - Longhui Investment's product "Longhui Huichen Strategic Investment" has been a top ten circulating shareholder of Meihua Biological since its establishment in October 2018, with holdings fluctuating over time [3]

你公司的上述行为违反了《创业板股票上市规则（2024 年修订）》第 1.4 条、第 2.3.1 条、第 2.3.10 条和《上市公 司自律监管指引第 2 号——创业板上市公司规范运作》第 4.1.5 条的规定。请你公司充分重视上述问题，吸取教训， 及时整改，杜绝上述问题的再次发生。 深 圳 证 券 交 易 所 关于对北京隆慧投资有限公司的监管函 创业板监管函〔2024〕第 180 号 北京隆慧投资有限公司： 根据 2024 年 12 月 10 日北京超图软件股份有限公司（以 下简称"超图软件"）披露的《关于披露简式权益变动报告 书的提示性公告》和你公司披露的《简式权益变动报告书》， 你公司在 2021 年 11 月 26 日至 2024 年 11 月 28 日期间通过 旗下基金产品持续交易超图软件股票，最终持股比例为 5.26%，成为超图软件持股 5%以上的股东。你公司在持股比 例达到 5%之后继续买入超图软件股票，未按照《上市公司收 购管理办法》第十三条的规定停止交易及履行信息披露义务。 1 我部提醒你公司：上市公司股东应当按照国家法律、法 规、本所《创业板股票上市规则》及相关规定，诚实守信， 合规交易上市 ...

证券代码：300036 证券简称：超图软件 公告编号：2024-071 一、本次权益变动的基本情况 信息披露义务人基于对公司未来发展前景以及当前投资价值的认可，通过深 圳证券交易所集中竞价交易系统买入的方式增持公司股票。 截至本报告书签署之日，信息披露义务人持有上市公司股份 25,386,900 股， 占公司总股本的 5.2581%（已剔除截至本报告书签署之日公司回购专用证券账户 中已回购的股份数量，下同）。本次权益变动前后，信息披露义务人通过旗下多 只私募基金持有上市公司拥有权益的股份情况具体如下： | | | 交易日期 | | | 交易方式 | 价格区间（元） | 成交数量 （股） | 占剔除最新披露 的回购专用账户 股份数量后公司 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | 总股本比例 | | 2021 | 年 | 11 | 月 | 日 26 | 集中竞价 | 29.99 | 3,000 | 0.0006% | | | | | | | 交易买入 | | | | | 2021 | 年 | 12 | ...

北京超图软件股份有限公司 上市公司名称：北京超图软件股份有限公司 股票上市地点：深圳证券交易所 股票简称：超图软件 股票代码：300036 信息披露义务人：北京隆慧投资有限公司 住所：北京市东城区兴化西里 12 号楼北侧平房（1-60） 通讯地址：北京市海淀区学院南路 62 号中关村资本大厦 807 室 股权变动性质：股份增加 签署日期：2024 年 12 月 10 日 1 简式权益变动报告书 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式 准则第 15 号——权益变动报告书》等相关法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定， 本报告书已全面披露了信息披露义务人在北京超图软件股份有限公司中拥有权 益的变动情况。 截至本报告书签署之日，除本报告书披露的持股信息外，信息披露义务人 没有通过任何其他方式增加或减少其在北京超图软件股份有限公司中拥有权益 的股份。 四、本次权益变动是根据本报告书所载明的资料进行的 ...