证券代码：300339 证券简称：润和软件 公告编号：2025-061 江苏润和软件股份有限公司 关于控股股东及实际控制人部分股份 解除质押及再质押的公告 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。 一、股东股份解除质押及再质押的基本情况 江苏润和软件股份有限公司（以下简称"本公司"、"公司"、"上市公司"） 于近日接到本公司控股股东江苏润和科技投资集团有限公司（以下简称"润和投 资"）及实际控制人周红卫先生的通知，获悉润和投资将其持有的本公司部分股 份办理了解除质押业务，周红卫先生将其持有的本公司部分股份办理了质押业务， 具体事项如下： 1、股东股份解除质押基本情况 | 股东 | 是否为控股股东 | 本次解除质 | 占其所持 | 占公司总 | 质押 | | 解除 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 或第一大股东及 | 押股份数量 | 股份比例 | 股本比例 | 起始日 | | 质押日 | | 质权人 | | | 其一致行动人 | （股） | ...

证券日报网讯 12月8日晚间，润和软件发布公告称，实际控制人周红卫先生将其持有的本公司2，630， 000股股份办理了质押业务，占其所持股份比例10.53%，占公司总股本比例0.33%，质权人为中国农业 银行股份有限公司南京城北支行，质押用途为融资担保。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月8日，润和软件在互动平台回答投资者提问时表示，星闪技术在卫星组网等场景的适 配，目前尚在技术论证阶段。 ...

Group 1 - The core point of the article is that Runhe Software has announced a share pledge by its actual controller, Zhou Hongwei, involving 2.63 million shares, with a total of 28.35 million shares pledged, representing 80.2% of his holdings [1] - As of the announcement date, Zhou Hongwei has pledged a total of 17.29 million shares, which accounts for 69.26% of his total holdings [1] - The revenue composition of Runhe Software for the first half of 2025 indicates that software business contributes 98.99% while other businesses account for 1.01% [1] Group 2 - The market capitalization of Runhe Software is reported to be 40.4 billion yuan [2]

关于实际控制人部分股份质押的公告 证券代码：300339 证券简称：润和软件 公告编号：2025-060 江苏润和软件股份有限公司 注：上表中"已质押股份限售和冻结、标记数量"中限售部分为高管锁定股，无冻结股 份，无标记股份；"未质押股份限售和冻结数量"中限售部分为高管锁定股，无冻结股份。 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。 江苏润和软件股份有限公司（以下简称"本公司"、"公司"、"上市公司"） 于近日接到本公司实际控制人周红卫先生的通知，获悉周红卫先生将其持有的本 公司部分股份办理了质押业务，具体事项如下： | | 是否为控股 | | 占其所 | 占公司 | 是否 | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 股东或第一 | 本次质押 | 持股份 | 总股本 | 为限 | 为补 | 质押起 | 质押到 | 质权人 | 质押 | | | 大股东及其 | 数量（股） | | | | 充质 | 始日 | 期日 | | ...

Core Viewpoint - The A-share market experienced a rebound on December 8, with the financial technology ETF Huatai (159103) opening higher and achieving a three-day consecutive increase, closing up by 1.03% after rising over 2% at one point [1]. Group 1: Financial Technology ETF Performance - The financial technology ETF Huatai (159103) showed strong performance, with significant gains in its component stocks, including Sifang Jingchuang and Yinzhijie, which rose over 3%, and Hengsheng Electronics, which increased over 2% [6]. - The index of the financial technology ETF covers various sectors, including internet brokerage, financial IT, AI applications, and cross-border payments, highlighting its high elasticity and growth potential in a favorable liquidity environment [7]. Group 2: Regulatory Changes Impacting Insurance Companies - Recent adjustments to the risk factors for insurance companies' stock investments aim to enhance their solvency and encourage long-term capital investment in the equity market. The risk factor for stocks held over three years has been reduced from 0.3 to 0.27, and for stocks held over two years, it has been lowered from 0.4 to 0.36 [4]. - The adjustments are expected to release a minimum of 326 billion yuan in capital, with potential market inflows of 1,086 billion yuan if the insurance funds increase their allocation to the CSI 300 index stocks [5].

Group 1 - The company is continuously focusing on research and application of emerging technologies and fields [1] - The Star Flash technology is currently in the technical verification stage for adaptation in satellite networking scenarios [1] - Investors are advised to invest rationally and be aware of investment risks [1] Group 2 - An investor inquired about the company's existing Star Flash industry solutions and their adaptability to satellite networking and space-related scenarios [3] - The investor asked if the HH-M series Star Flash modules' low latency and high concurrency characteristics meet the requirements for real-time data transmission and control of satellite equipment clusters [3] - The company has implemented the Star Flash solution in complex environments and is exploring its extension to satellite networking scenarios [3]

Group 1 - The core viewpoint is that the financial technology sector is experiencing strong growth, with the China Securities Finance Technology Theme Index rising by 2.48% and several constituent stocks showing significant gains [1] - The China Securities Regulatory Commission (CSRC) announced on December 6 that it will enhance classified regulation, optimize evaluation indicators for quality institutions, and moderately expand capital space and leverage limits to improve capital utilization efficiency [1] - Non-bank financials are currently undervalued, providing a safety margin, with the insurance sector benefiting from economic recovery and rising interest rates, particularly in health and pension insurance [1] Group 2 - The Financial Technology ETF closely tracks the China Securities Finance Technology Theme Index, which reflects the overall performance of listed companies in the financial technology sector [2] - As of November 28, 2025, the top ten weighted stocks in the index account for 53.31% of the total, including companies like Tonghuashun and Dongfang Caifu [2]

Group 1 - The MLOps concept has declined by 3.32%, ranking among the top declines in concept sectors, with companies like Transsion Holdings, New Juwang Network, and Oriental Guoxin experiencing significant drops [1][2] - The MLOps sector saw a net outflow of 839 million yuan in main funds today, with 17 stocks experiencing net outflows, and 5 stocks seeing outflows exceeding 30 million yuan [2] - Transsion Holdings led the outflow with a net outflow of 331 million yuan, followed by Runhe Software, Zhongke Chuangda, and Tuolisi with net outflows of 147 million yuan, 143 million yuan, and 47.83 million yuan respectively [2][3] Group 2 - The top gainers in concept sectors included Cultivated Diamonds with a gain of 2.72%, while the Kuaishou concept saw a decline of 3.56% [2] - Other sectors with notable declines included DRG/DIP at -3.21% and Web3.0 at -3.15% [2] - The trading volume for Transsion Holdings was 3.20%, while other companies like Runhe Software and Zhongke Chuangda had turnover rates of 2.81% and 4.70% respectively [2][3]

Group 1 - The core viewpoint of the articles highlights the resilience of the AI sector, particularly in the context of the recent performance of the ChiNext AI ETF and the growth prospects for companies involved in AI and related technologies [1][4] - New Yi Sheng, a leading optical module CPO, has seen a significant increase in stock price, indicating strong market interest and performance in the optical module sector [1] - Morgan Stanley's report indicates a substantial upward revision in Google's TPU production forecasts, suggesting a robust demand for AI-related hardware, which could benefit optical module suppliers [3] Group 2 - The AI industry is experiencing a clear upward trend, with short-term adjustments providing good opportunities for investment, particularly in the computing power and AI application sectors [4] - The optical module industry is expected to see a capacity release in Q1 2026, driven by the high demand in the computing power supply chain, which is likely to enhance the performance of leading optical module manufacturers [3] - The first ChiNext AI ETF is highlighted as a key investment vehicle, with a significant portion of its holdings focused on optical module leaders, reflecting the growing importance of this sector in the AI landscape [4]