特别风险提示： 截至本公告披露日，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"）控股股东、实际控制人合计持有本公司股份 60,316,585 股， 占本公司总股本的 7.57%。本次股份质押后，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合计处于质押状态的 本公司股份共计 49,810,000 股，占合计持有本公司股份总数的 82.58%，占本公 司总股本的 6.25%。敬请投资者注意投资风险。 一、股东股份质押的基本情况 公司于近日接到本公司控股股东润和投资及实际控制人周红卫先生的通知， 获悉润和投资和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 | 股东名称 | 股东或第一 大股东及其 | 本次质押 数量 | 占其所 持股份 | 占公司 总股本 | 是否 为限 | 是否 为补 | 质押起 | | 质押到 | 质权人 | 质押 用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 充质 ...

Group 1: Financial Technology ETF Performance - The China Securities Financial Technology Theme Index (930986) increased by 0.58% as of August 12, 2025, with notable gains in constituent stocks such as Cuiwei Co., Ltd. (5.71%) and Dongxin Peace (5.18%) [3] - The Financial Technology ETF (516860) rose by 0.41%, with a latest price of 1.46 yuan, and has accumulated a 2.39% increase over the past week [3] - The Financial Technology ETF's trading volume reached 81.18 million yuan, with a turnover rate of 5.05% [3] Group 2: Software Industry Growth - In the first half of 2025, China's software and information technology service industry generated revenues of 705.85 billion yuan, marking an 11.9% year-on-year growth, with total profits reaching 85.81 billion yuan, up 12.0% [4] - Information technology services accounted for 68.5% of the total industry revenue, with a revenue of 483.62 billion yuan, reflecting a 12.9% increase [4] - Cloud computing and big data services generated 74.34 billion yuan, growing by 12.1% [4] Group 3: AI Development Insights - CICC highlighted the dual scale effects of AI development, suggesting that algorithm innovation is necessary to overcome computational limitations in China [5] - The report emphasized the need for a "patient capital" ecosystem to integrate AI with the real economy, leveraging government funding and optimizing regulatory environments [5] - Financial Technology ETF saw a significant growth in scale, increasing by 263 million yuan over the past two weeks, ranking in the top third among comparable funds [5] Group 4: Financial Technology ETF Historical Performance - As of August 11, 2025, the Financial Technology ETF's net value increased by 132.04% over the past year, ranking 3rd out of 2954 index equity funds [6] - The ETF has recorded a maximum monthly return of 55.92% since inception, with an average monthly return of 10.10% [6] - The ETF's Sharpe ratio was 1.70 for the past year, indicating strong risk-adjusted returns [6] Group 5: Fund Characteristics and Tracking Accuracy - The Financial Technology ETF has the lowest management fee rate of 0.50% and a custody fee of 0.10% among comparable funds [7] - The ETF's tracking error over the past two months was 0.027%, the highest tracking precision among comparable funds [8] - The top ten weighted stocks in the index account for 51.26% of the total index, with companies like Dongfang Fortune and Tonghuashun leading the list [8]

Core Viewpoint - The financial technology sector is experiencing significant growth, driven by strong performance in related stocks and supportive government initiatives aimed at fostering innovation and development in the industry [1]. Group 1: Market Performance - As of August 11, the financial technology ETF Huaxia (516100) rose by 2.71%, with key holdings such as Zhongke Jincai and Tonghuashun increasing by over 8% [1]. - Other leading stocks in the sector include Dazhihui, Hengbao, Guiding Compass, Wealth Trend, and Xinghuan Technology, all showing strong performance [1]. Group 2: Government Initiatives - The "AI Empowerment · Financial Technology Innovation Development Salon" was held in the Bund, where Huangpu District's Science and Technology Committee Director Wu Shuchun highlighted efforts to create a "Bund Financial Cluster + Central Innovation Zone" development model [1]. - The district aims to accelerate the establishment of a financial technology cluster through policy optimization, spatial expansion, and enhanced innovation activities [1]. Group 3: ETF Composition - The Huaxia financial technology ETF tracks the CSI Financial Technology Theme Index, which includes sectors such as software development, internet finance, and the digital currency industry [1]. - Major holdings in the index feature industry leaders like Tonghuashun, Dongfang Wealth, Hengsheng Electronics, and Runhe Software, along with stablecoin-related stocks, which constitute 22.59% of the ETF [1].

Group 1 - The A-share market indices collectively strengthened, with significant gains in fintech stocks, particularly the Financial Technology ETF (516860), which rose over 3% in the afternoon session and had a trading volume exceeding 1 billion yuan [1] - As of August 8, the Financial Technology ETF has seen a cumulative increase of over 15% year-to-date and over 123% in the past year, with a net inflow of 298 million yuan in the last 10 trading days [1] - Major components of the fintech index experienced substantial gains, including Tonghuashun, which surged over 8%, and Hengbao Co., which rose over 7% [1] Group 2 - According to招商证券, the market remains active, with projected average daily trading volume for the entire A-share market reaching 16,336 billion yuan in July 2025, reflecting a month-on-month increase of 22.3% and a year-on-year increase of 149.1% [1] - The bullish market sentiment is expected to enhance risk appetite, with AI and finance being a promising area for investment opportunities [1] - 中信证券 highlighted that the emergence of new productivity driven by AI will be a key theme in technology investments in the second half of 2025, with significant advancements in domestic computing power and AI applications across various financial services [1][2] Group 3 - 中信建投证券 noted the release of GPT-5, which improves long text memory, reduces hallucination rates, and optimizes reasoning efficiency, providing a better environment for AI application growth [2] - The ongoing high trading volume in the market is expected to benefit internet finance stocks, with the Financial Technology ETF tracking the CSI Financial Technology Index, which includes leading companies in internet brokerage, financial IT, and mobile payments [2]

Market Performance - The ERP concept index declined by 3.00%, ranking among the top declines in the concept sector as of the market close on August 8 [1] - Within the ERP sector, major decliners included Dingjie Zhizhi, Saiyi Information, and Yonyou Network, while only five stocks saw price increases, with Jingda Co., Changrong Co., and Jian Design leading the gains at 0.78%, 0.50%, and 0.48% respectively [1] Capital Flow - The ERP concept sector experienced a net outflow of 2.465 billion yuan, with 25 stocks facing net outflows, and six stocks seeing outflows exceeding 100 million yuan [2] - The stock with the highest net outflow was Hand Information, with a net outflow of 479 million yuan, followed by Dingjie Zhizhi, Yonyou Network, and Runhe Software with net outflows of 471 million yuan, 343 million yuan, and 338 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflows included Jingda Co., Yingtang Zhikong, and Aerospace Information, with net inflows of 38.63 million yuan, 16.47 million yuan, and 5.59 million yuan respectively [2][3]

Market Performance - Huawei Euler concept declined by 3.08%, ranking among the top decliners in the concept sector [1] - Among the concept stocks, the top gainers included Tianyuan Dike, Zhongke Tongda, and Zhengyuan Zhihui, with increases of 1.49%, 0.56%, and 0.53% respectively [1] Concept Sector Overview - The top performing concept sectors included Xinjiang Revitalization with a gain of 2.98%, while Huawei Euler concept was the worst performer with a decline of 3.08% [2] - Other declining concepts included Zhipu AI and ERP concept, both down by 3.00% [2] Capital Flow Analysis - The Huawei Euler concept experienced a net outflow of 3.381 billion yuan, with 36 stocks seeing net outflows and 13 stocks exceeding 100 million yuan in outflows [2] - The stock with the highest net outflow was Tuowei Information, with a net outflow of 498 million yuan, followed by Runhe Software and Dongfang Guoxin with outflows of 338 million yuan and 299 million yuan respectively [2] Individual Stock Performance - The stocks with significant net outflows included Tuowei Information (-2.40%), Runhe Software (-3.08%), and Dongfang Guoxin (-5.22%) [3] - Notable gainers in the Huawei Euler concept included Tianyuan Dike with a net inflow of 52.89 million yuan and Changliang Technology with an inflow of 51.17 million yuan [3]

软件概念股走低，金山办公跌超5%，三六零跌超3%，润和软件、软通动力、中国软件跌超2%。 受盘面影响，跟踪中证软件服务指数的ETF跌约2%。 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▲ | | --- | --- | --- | --- | --- | | 159852 | 软件ETF | 0.841 | -0.018 | -2.10% | | 560360 | 软件指数ETF | 1.469 | -0.030 | -2.00% | | 562930 | 软件ETF易方达 | 0.858 | -0.016 | -1.83% | 中证软件服务指数选取30只业务涉及软件开发、软件服务等领域的上市公司证券作为指数样本，以反映软件服务产业 上市公司证券的整体表现。 有券商表示，AI技术创新是国家建设科技强国的重点发力方向，更多政策红利释放将促进技术迭代以及地方政府/企业 信创需求增长，而DeepSeek打破OpenAI闭源+高昂使用成本限制，通过算力创新实现AI普惠，促进AI应用落地加速， 提振市场对AI技术发展前景的投资信心。随着地缘政治影响缓和，同时国产替代及AI应用落地支撑收入及利润加速增 长，软件 ...

计算机ETF（159998）跟踪中证计算机主题指数（930651.CSI）。该指数以中证全指为样本空间，选取 涉及信息技术服务、应用软件、系统软件、电脑硬件等业务的上市公司股票作为成分股。截至8月6日， 该ETF前十大重仓股包括科大讯飞、海康威视、中科曙光、金山办公、同花顺、浪潮信息、恒生电子、 紫光股份、润和软件、三六零等龙头。计算机ETF（159998）配有场外联接基金（A类：001629/C类： 001630）。 8月7日，三大指数集体走低，截至发稿上证综指下跌0.05%，深证成指下跌0.68%，创业板指跌1%。中 证计算机主题指数(930651.CSI)跌0.73%，该指数成分股中，用友网络上涨超5%，卫宁健康上涨近3%， 三六零与虹软科技等4只个股上涨超1%。 相关ETF方面，计算机ETF（159998）截至发稿下跌0.85%。资金流向方面，该ETF上个交易日(8月6日) 净流入额为2032.42万元，截至上个交易日，已连续4个交易日"吸金"（获资金净流入），累计净流入额 为9422.46万元。截至8月6日，该ETF最新流通份额为38.65亿份，最新流通规模为36.5亿元，居全市场 计算机类ETF产 ...

资金流入方面，金融科技ETF最新资金净流入2563.84万元。拉长时间看，近5个交易日内有4日资金净流入，合计"吸金"3.25亿元，日均净流入达6492.52万 元。 截至2025年8月6日 14:21，中证金融科技主题指数(930986)上涨0.88%，成分股东信和平(002017)上涨9.09%，楚天龙(003040)上涨5.41%，恒宝股份(002104)上 涨4.49%，星环科技(688031)上涨3.83%，拓尔思(300229)上涨3.52%。金融科技ETF(516860)上涨0.84%，最新价报1.44元。拉长时间看，截至2025年8月5日， 金融科技ETF近1月累计上涨2.58%。 流动性方面，金融科技ETF盘中换手5.45%，成交8798.69万元。拉长时间看，截至8月5日，金融科技ETF近1周日均成交2.02亿元。 消息面上，中国人民银行等七部门联合印发《关于金融支持新型工业化的指导意见》，《意见》要求，支持金融机构打造多元化接力式的科技金融服务模 式，扩大科技贷款投放，加大对科技创新债券投资承销力度。推广中小企业专精特新发展评价结果运用，强化融资增信服务。全面推行"创新积分制"，规范 发 ...

证券之星消息，8月5日IT服务板块较上一交易日上涨0.1%，运达科技领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。IT服务板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日IT服务板块主力资金净流出14.21亿元，游资资金净流入3.57亿元，散户资金净 流入10.64亿元。IT服务板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600536 中国软件 | | 2.01亿 | 15.03% | -7227.95万 | -5.41% | -1.29 Z | -9.62% | | 300687 | 赛意信息 | 1.26亿 | 8.32% | -4775.49万 | -3.15% | -7836.44万 | -5.17% | ...