Group 1 - Company iFLYTEK is a leading player in the domestic AI sector, possessing its own Spark cognitive model with capabilities in code generation, intelligent development, research Q&A, and automated testing, and maintains a long-term deep cooperation with Huawei Cloud [1] - The model can efficiently collaborate with Huawei Cloud's CodeArts to provide AI-assisted development services across various industries including finance, government, education, industry, and healthcare [1] - The demand for enterprise-level AI coding is surging, leading to accelerated deployment in low-code development platforms, intelligent programming assistants, and industry digital solutions, with a robust income structure and growth potential [1] Group 2 - China Software is the absolute leader in the domestic software and Xinchuang industry, focusing on operating systems, databases, middleware, industry solutions, and major digital engineering services, with deep ecological binding with Huawei in various fields [2] - The comprehensive promotion of CodeArts will significantly enhance the company's software development efficiency, system iteration speed, and project delivery quality, effectively reducing R&D costs [2] - The company’s business deeply covers high-barrier industries such as finance, energy, transportation, government, and national defense, benefiting from dual dividends of policy support and industry demand [2] Group 3 - Yonyou Network is a leading vendor in the domestic enterprise cloud services and ERP sector, establishing long-term strategic cooperation with Huawei Cloud in hybrid cloud deployment, industrial internet, and digital transformation [3] - The self-developed enterprise-level AI model is fully integrated into Yonyou's BIP intelligent business platform, enhancing application development efficiency and driving high-quality growth in cloud service subscription revenue [3] - The company’s client base includes large and medium-sized enterprises, specialized and innovative companies, and growing SMEs, with increasing penetration in various industries [3] Group 4 - Oriental Guxin specializes in big data platforms, cloud computing services, industrial internet, and industry digital solutions, maintaining stable cooperation with Huawei in several areas [4] - The company provides integrated services in intelligent development, system integration, and data middle platform construction, with high business barriers and strong customer stickiness [4] - The AI coding tools' widespread adoption will significantly improve efficiency in large digital project delivery and core system iteration [4] Group 5 - Runhe Software is a core ecological co-builder of Huawei's open-source Harmony and Euler operating systems, participating deeply in ecological construction and adaptation development [5] - The company collaborates closely with Huawei Cloud in AI development tools, low-code platforms, and industry solutions, significantly enhancing application development and project delivery efficiency [5] - The widespread adoption of AI coding tools will effectively shorten project cycles, reduce R&D costs, and improve product stability [5] Group 6 - Digital China is a leading cloud management service and digital solution provider, deeply involved in Huawei's cloud ecosystem, offering a range of services including application development and digital transformation [6] - The company benefits from the growing demand for cloud management services and system integration as AI coding tools become prevalent in the enterprise sector [6] - Its comprehensive competitiveness continues to strengthen in various fields including digital government, intelligent manufacturing, and financial technology [6] Group 7 - Huasheng Tiancheng is a certified excellent ISV partner of Huawei, focusing on cloud computing, big data, and AI solutions, with deep collaboration in various areas [7] - The company’s products can seamlessly integrate with Huawei Cloud's CodeArts, expanding AI development service scenarios [7] - The widespread adoption of AI coding tools will significantly enhance delivery efficiency and product quality across key industries [7] Group 8 - Changshan Beiming, through its subsidiary Beiming Software, is a key ISV partner of Huawei, focusing on smart city, industrial internet, and financial technology [8] - The company collaborates deeply with Huawei Cloud in application development and data governance, with CodeArts enhancing software development efficiency [8] - The adoption of AI development tools will effectively reduce R&D costs and enhance product competitiveness [8] Group 9 - Tuo Wei Information is a strategic partner of Huawei across multiple core ecosystems, focusing on AI infrastructure and digital solutions [9] - The company provides AI development and digital services across various sectors, significantly improving code production efficiency [9] - The demand for AI coding in the enterprise sector continues to rise, leading to sustained business growth [9] Group 10 - Hand Information is a core partner of Huawei Cloud, focusing on enterprise digital transformation and ERP implementation services [10] - The company’s AI coding tools significantly enhance application development and system optimization efficiency [10] - The widespread promotion of CodeArts will open up long-term growth opportunities in enterprise digitalization and AI development services [10] Group 11 - Softcom Power is a leading software and digital technology service provider, deeply cooperating with Huawei Cloud to create intelligent solutions [11] - The company benefits from the widespread adoption of AI development tools, enhancing project delivery efficiency and order acquisition capabilities [11] - Its client base includes high-quality projects in finance, internet, and intelligent manufacturing [11] Group 12 - Donghua Software is a comprehensive industry solution provider, maintaining long-term cooperation with Huawei in various fields [12] - The company’s collaboration with Huawei Cloud enhances software development efficiency and project delivery quality [12] - The adoption of AI coding tools will further strengthen the company’s competitive position in the digital economy [12] Group 13 - Qiming Star is a leading enterprise in the network security sector, collaborating with Huawei in various security areas [13] - The company’s products are increasingly penetrating high-security demand industries, benefiting from the AI and security development model [13] - The demand for automated security operations and compliance code development is rapidly growing [13] Group 14 - SuperMap Software is a leading GIS platform provider, collaborating with Huawei in various fields [14] - The company’s GIS platform software is fully compatible with Huawei Cloud, enhancing industry application development efficiency [14] - The adoption of AI coding tools will accelerate the integration of GIS and AI applications [14] Group 15 - Baoxin Software is a dual leader in industrial software and IDC computing services, deeply cooperating with Huawei in various areas [15] - The company’s AI coding tools significantly enhance the efficiency and stability of industrial software development [15] - The company benefits from the growing demand for industrial AI and digital transformation [15] Group 16 - Unisplendour is a leading player in the ICT infrastructure sector, maintaining a competitive ecological partnership with Huawei [16] - The company provides integrated solutions in computing hardware, cloud platforms, and industry digital solutions [16] - The demand for AI and cloud computing is expected to drive sustained growth in the company’s performance [16] Group 17 - Shiji Information is a leader in hotel information and tourism digitalization, collaborating with Huawei in various areas [17] - The company’s AI technology enhances the efficiency of industry application development and system iteration [17] - The demand for intelligent systems in the tourism sector is expected to continue growing [17] Group 18 - Weining Health is a leader in the medical information sector, collaborating with Huawei to promote digital and intelligent upgrades [18] - The company’s products are widely used in various healthcare settings, benefiting from the growing demand for medical digitalization [18] - The adoption of AI coding tools will enhance the efficiency of medical software development [18] Group 19 - Hengsheng Electronics is a leader in financial IT, deeply cooperating with Huawei in various financial technology areas [19] - The company’s collaboration with Huawei enhances the efficiency of financial core system development [19] - The adoption of AI development tools is expected to strengthen the company’s position in the financial IT sector [19]

Summary of Key Points Core Viewpoint - On February 5, a total of 8 companies had their restricted shares unlocked, with a total unlock volume of 449 million shares, amounting to a market value of 14.019 billion yuan based on the latest closing prices [1] Group 1: Unlock Volume and Market Value - The companies with the highest unlock volumes were Zhongwei Semiconductor, Youkeshu, and Chongqing Bank, with unlock shares of 231 million, 207 million, and 3.4634 million respectively [1] - In terms of unlock market value, Zhongwei Semiconductor, Youkeshu, and SIRUI had the highest values, amounting to 11.877 billion yuan, 1.429 billion yuan, and 563 million yuan respectively [1] Group 2: Unlock Ratio - The companies with the highest unlock ratios relative to their total share capital were Zhongwei Semiconductor, Youkeshu, and SIRUI, with ratios of 57.77%, 22.33%, and 2.21% respectively [1]

证券日报网讯2月3日，华宇软件（300271）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东总户数(未合并融资融券信用账户)为41836户。 ...

证券日报网讯2月3日，华宇软件（300271）在互动平台回答投资者提问时表示，公司在AI、SaaS领域 持续布局，围绕法律科技、教育信息化、政企数字化三大主营业务领域已发布一系列具备行业应用价值 的智能化产品。比如在面向泛法律人的法律知识服务方面，公司推出互联网法律知识服务平台"元典问 达"，该产品提供深度研究、要素式起诉状AI生成等实用功能，服务覆盖司法行政机构、执业律师、企 业法务和高校法学院系等多类用户，产品周活持续增长，用户留存表现良好。2025年下半年，公司进一 步推出法律智能体"Amicus"，该产品在幻觉控制和权威知识库表现突出，实现深度研究分析报告直接生 成、重复性工作自动化、合同智能审查、个性化配置和自主学习，实现端到端业务流程的智能化升级。 ...

Core Viewpoint - Huayu Software has upgraded its "Huayu Wanshang Model" to version 4.0, enhancing its technical capabilities and expanding its application in core business areas, particularly in data analysis and legal supervision [1] Group 1: Product Development - The "Huayu Wanshang Model" has reached version 4.0, showcasing a full-stack technical advantage [1] - The model supports increasingly rich and user-friendly applications in various business scenarios, such as "Wanshang Wenshu," which enables conversational data analysis and chart presentation [1] Group 2: Operational Efficiency - AI technology is recognized for its significant value in improving organizational operational efficiency, which the company is prioritizing [1] - Current application efforts are still in the advancement stage, indicating potential for further development and expansion in the future [1] Group 3: Communication with Market - The company commits to timely updates and communication with the market regarding any progress in its AI applications [1]

1月30日，华宇软件跌3.60%，成交额2.04亿元。两融数据显示，当日华宇软件获融资买入额1438.14万 元，融资偿还1304.30万元，融资净买入133.84万元。截至1月30日，华宇软件融资融券余额合计3.33亿 元。 机构持仓方面，截止2025年9月30日，华宇软件十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股707.81万股，为新进股东。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，北京华宇软件股份有限公司位于北京市海淀区中关村东路1号院清华科技园科技大厦C座25 层，成立日期2001年6月18日，上市日期2011年10月26日，公司主营业务涉及电子政务系统、教育信息 化系统的产品开发与服务;信息化领域的软件服务。主营业务收入构成为：应用软件39.87%，运维服务 38.47%，系统建设服务21.66%。 截至12月31日，华宇软件股东户数4.39万，较上期减少4.83%； ...

经济观察网2026年1月28日，华宇软件（300271）发布2025年度业绩预告，预计2025年净利润亏损1.8亿 元至2.25亿元。扣除非经常性损益后的净利润亏损2亿元至2.45亿元。 ...

Core Viewpoint - Huayu Software (300271.SZ) has disclosed its performance forecast for the year 2025, expecting a net loss attributable to shareholders of between 180 million to 225 million yuan, and a net loss of 200 million to 245 million yuan after deducting non-recurring gains and losses [1] Financial Summary - The company anticipates a net loss of 180 million to 225 million yuan for 2025 [1] - The expected net loss after excluding non-recurring items is projected to be between 200 million to 245 million yuan [1]

Core Viewpoint - Huayu Software (300271.SZ) expects a loss of 180 million to 225 million yuan in 2025, with a non-recurring loss of 200 million to 245 million yuan [1] Financial Performance - The company anticipates revenue between 1.55 billion to 1.75 billion yuan for the reporting period [1] - The comprehensive gross margin continues to improve due to business structure optimization and efficiency enhancement [1] - Management, sales, and R&D expenses collectively decreased by approximately 220 million yuan year-on-year, representing a reduction of about 24% [1] Business Development - The company is accelerating business development and steadily solidifying order reserves [1] - Some project acceptance schedules have been delayed during the year [1] Asset Management - Based on financial prudence, the company plans to provision for asset and credit impairment losses totaling approximately 14.6 million yuan in 2025 [1] - The expected net loss after excluding non-recurring gains and losses is projected to be between 200 million to 245 million yuan, narrowing the loss by 52% to 61% compared to the same period last year [1]

（一）业绩预告期间 北京华宇软件股份有限公司 BEIJING THUNISOFTCORPORATIONLIMITED 证券代码：300271 证券简称：华宇软件 公告编号：2026-001 北京华宇软件股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 预计净利润为负值。 | 项 | 目 | 本报告期 | 上年同期 | | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | | 亏损：18,000万元-22,500万元 | 亏损：51,464.43万元 | | 扣除非经常性损益 后的净利润 | | 亏损：20,000万元-24,500万元 | 亏损：50,885.37万元 | | 营业收入 | | 155,000万元-175,000万元 | 162,896.43万元 | 二、与会计师事务所沟通情况 本次业绩预告未经注册会计师审计。公司已就本次业绩预告有关事项与会计 师事务所进行了预沟通， ...