| 证券代码：300454 | 证券简称：深信服 | 公告编号：2025-052 | | --- | --- | --- | | 债券代码：123210 | 债券简称：信服转债 | | 深信服科技股份有限公司 第三届董事会第三十次会议决议公告 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、董事会会议召开情况 深信服科技股份有限公司（以下简称"公司"）于 2025 年 8 月 8 日以电子邮 件等方式发出会议通知，于 2025 年 8 月 20 日在公司会议室以现场方式召开第三 届董事会第三十次会议。本次会议应出席董事 6 名，实际出席董事 6 名。本次董 事会会议由董事长何朝曦先生主持。本次会议的召集和召开符合《公司法》等法 律、法规以及《公司章程》的规定。 二、董事会会议审议情况 经与会董事审议，以投票表决方式通过了以下决议： (一)审议通过《关于公司<2025 年半年度报告>及其摘要的议案》 全体董事审议认为，公司 2025 年半年度报告及其摘要真实、准确、完整地 反映了公司 2025 年上半年的财务状况和经营成果，不存在任何虚假记载、误导 性陈述和 ...

深信服公告，2025年上半年营业收入30.09亿元，同比增长11.16%。归属于上市公司股东的净亏损2.28 亿元，同比收窄61.54%。基本每股收益-0.54元／股，同比增加61.70%。 ...

深信服科技股份有限公司 2025 年半年度报告全文 深信服科技股份有限公司 2025 年半年度报告 2025 年 8 月 1 深信服科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人何朝曦、主管会计工作负责人蒋文光及会计机构负责人(会计 主管人员)刘锋声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中有关未来计划、业绩预测等方面的内容，均不构成本公司对任 何投资者及相关人士的实质承诺，投资者及相关人士均应当对此保持足够的 风险认识，并且应当理解计划、预测与承诺之间的差异。 公司在本报告"第三节管理层讨论与分析"中"十、公司面临的风险和应对 措施"部分，详细描述了公司经营中可能存在的风险及应对措施，敬请投资者 关注相关内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第一节 | 重要提示、目录和释义 2 | | | --- | --- | - ...

Group 1 - The core viewpoint of the articles highlights the significant rise in the stock prices of AI-related companies on the ChiNext board, with Zhongji Xuchuang increasing by over 7% and other companies like Xinyi Sheng, Tianfu Communication, Softcom Power, and Deepin Technology rising by over 4% [1] - The ChiNext AI-related ETFs also experienced a notable increase, with the Southern AI ETF rising by 4.08%, Dazheng AI ETF by 3.86%, and Huaxia AI ETF by 3.92% [2] - Analysts predict that the investment focus in the technology sector will continue to revolve around AI, especially as large models progress and Chinese tech companies explore ecological and scenario applications, indicating a shift from isolated technological advancements to broader productivity implementations [2] Group 2 - AI is transforming product forms and industry patterns, creating new value across various sectors such as advertising, gaming, management software, and smart vehicles [2] - Investors are encouraged to pay attention to the expansion of the AI ecosystem and the investment opportunities arising from its application in specific industries [2]

Group 1 - The core point of the news is that Deepin Technology Co., Ltd. has applied for a patent for a data synchronization method, device, medium, and product, which aims to enhance user experience by reducing data synchronization latency and avoiding resource waste [1] Group 2 - Deepin Technology Co., Ltd. was established in 2000 and is located in Shenzhen, primarily engaged in software and information technology services [2] - The company has a registered capital of 4,199.70744 million RMB and has invested in 13 enterprises [2] - Deepin Technology has participated in 5,000 bidding projects and holds 136 trademark registrations and 2,655 patent registrations [2]

天眼查商业履历信息显示，深信服科技股份有限公司，成立于2000年，位于深圳市，是一家以从事软件 和信息技术服务业为主的企业。企业注册资本41997.0744万人民币，实缴资本19094.4万人民币。公司法 定代表人为何朝曦。 通过天眼查大数据分析，深信服科技股份有限公司共对外投资了13家企业，参与招投标项目5000次，知 识产权方面有商标信息136条，专利信息2651条，此外企业还拥有行政许可115个。 来源：金融界 金融界消息 截至2025年8月13日收盘，深信服（300454）报收于105.18元，上涨1.92%，换手率2.13%， 成交量5.93万手，成交金额6.23亿元。 资金流向方面，今日主力资金净流入6558.73万元，占比成交额10.53%。其中，超大单净流入3033.62万 元、占成交额4.87%，大单净流入3525.11万元、占成交额5.66%，中单净流出流入1620.39万元、占成交 额2.6%，小单净流出8179.12万元、占成交额13.13%。 深信服最新一期业绩显示，截至2025一季报，公司营业总收入12.62亿元、同比增长21.91%，归属净利 润24962.48万元，同比增长48 ...

Group 1 - A-shares experienced fluctuations and climbed after opening, with the gaming sector showing significant movement, particularly the software ETF Huaxia (159256), whose holding stock Shen Zhou Tai Yue rose over 8% [1] - The State Council's executive meeting approved the "Artificial Intelligence +" action plan, emphasizing the promotion of AI's large-scale and commercial application across various sectors, aiming to integrate AI with manufacturing, education, healthcare, and transportation [1] - Zhonghang Securities' report highlighted that the policy establishes a clear development line for "AI+", combined with breakthroughs in general large model technology, indicating that the AI industry is entering a value release window, with 2025 expected to be the "year of AI application landing" [1] Group 2 - The Huaxia software ETF (159256) tracks the entrepreneurial software index (399264), focusing on 50 quality AI software stocks in the entrepreneurial board, with a high concentration in software development and IT services, accounting for 70% of the industry [2] - Key weighted stocks in the index include well-known software companies such as Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Technology [2]

Core Viewpoint - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of August 4, 2025, highlighting significant players in the industry and their respective valuations in billions of USD [1]. Group 1: Top Companies by Market Capitalization - TSMC leads the ranking with a market capitalization of $121.99 billion [3]. - Tencent Holdings follows in second place with a valuation of $63.46 billion [3]. - Alibaba ranks third with a market cap of $27.92 billion [3]. - Xiaomi Group is fourth with a market capitalization of $18.07 billion [3]. - Pinduoduo holds the fifth position with a valuation of $15.62 billion [3]. Group 2: Additional Notable Companies - Meituan ranks sixth with a market cap of $9.45 billion [4]. - NetEase is seventh with a valuation of $8.06 billion [4]. - SMIC (Semiconductor Manufacturing International Corporation) is eighth with a market cap of $5.24 billion [4]. - Dongfang Fortune ranks ninth with a valuation of $5.11 billion [4]. - JD.com is in tenth place with a market capitalization of $4.46 billion [4]. Group 3: Rankings and Changes - Kuaishou is ranked eleventh with a market cap of $4.16 billion [5]. - Tencent Music holds the twelfth position with a valuation of $3.18 billion [5]. - Baidu is thirteenth with a market cap of $2.96 billion [5]. - Li Auto ranks fourteenth with a valuation of $2.70 billion [5]. - Beike is fifteenth with a market capitalization of $2.17 billion, showing an increase in ranking by 11 spots [5].

Core Insights - The article highlights that Shenxinfu Technology Co., Ltd. has applied for a patent for a method related to path management, which aims to enhance the reliability and performance of storage systems [1] Company Overview - Shenxinfu Technology Co., Ltd. was established in 2000 and is located in Shenzhen, primarily engaged in software and information technology services [1] - The company has a registered capital of 4,199.70744 million RMB [1] - Shenxinfu has invested in 13 companies and participated in 5,000 bidding projects [1] - The company holds 136 trademark registrations and 2,649 patent registrations, along with 115 administrative licenses [1] Patent Details - The patent, titled "A Path Management Method, Device, Medium, and Program Product," was published under the number CN120416103A and was applied for on June 2025 [1] - The method involves identifying abnormal paths based on delay data and thresholds, and applying isolation strategies to mitigate the impact on storage system performance [1]

Group 1 - The core viewpoint of the news is that 深信服 (Shenxinfu) has shown significant financial growth in its latest quarterly report, with a notable increase in revenue and net profit [1] - As of August 1, 2025, the stock price of 深信服 closed at 111.43 yuan, reflecting a 3.18% increase with a trading volume of 136,400 lots and a transaction amount of 1.508 billion yuan [1] - The company experienced a net inflow of main funds amounting to 75.48 million yuan, which constitutes 5.0% of the total transaction amount, indicating strong investor interest [1] Group 2 - For the first quarter of 2025, 深信服 reported total operating revenue of 1.262 billion yuan, representing a year-on-year growth of 21.91% [1] - The net profit attributable to shareholders was 249.62 million yuan, showing a year-on-year increase of 48.93%, while the non-recurring net profit was 261.44 million yuan, up 48.75% year-on-year [1] - The company's liquidity ratios are strong, with a current ratio of 2.077 and a quick ratio of 1.988, alongside a debt-to-asset ratio of 34.24% [1] Group 3 - 深信服 was established in 2000 and is primarily engaged in software and information technology services, with a registered capital of 4.1997 billion yuan [2] - The company has made investments in 13 enterprises and has participated in 5,000 bidding projects, showcasing its active role in the industry [2] - 深信服 holds 136 trademarks and 2,649 patents, along with 115 administrative licenses, indicating a strong intellectual property portfolio [2]