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]

| 42 | 0 | 三七互娱 | 51.09 | -1 + | | --- | --- | --- | --- | --- | | 43 | | 常山北明 | 50.65 | -1 0 | | 44 | | 中国民航信息网络 | 46.97 | -1 + | | 45 | | 奇富科技 | 45.25 | -1 + | | 46 | | 岩山科技 | 44.28 | | | 47 | INESA | 云赛智联 | 42.59 | -1 + | | 48 | DHC | 东华软件 | 41.41 | | | 49 | | 银之杰 | 40.59 | | | 50 | | 阅文集团 | 39.68 | 1 t | 每日根据市值计算出前50名公司,美元港元按照当日汇率中间价折算 @ JIN10.COM D. 金十数据 | 一个交易工具 | 排名 | | 公司 | 市值(亿美元) | 排名变化 | | --- | --- | --- | --- | --- | | 1 | | 台积电 | 12199.22 | | | 2 | | 腾讯控股 | 6346.48 | | | 3 | | 阿里巴巴 | 2791.93 | ...

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]

证券日报网讯 8月1日晚间，深信服发布公告称，截至2025年7月31日，公司通过股份回购专用证券账户 以集中竞价交易方式累计回购公司股份364，900股，累计回购的股份数量占公司当前总股本的0.09%。 （文章来源：证券日报） ...

格隆汇8月1日丨深信服(300454.SZ)公布，截至2025年7月31日，公司通过股份回购专用证券账户以集中 竞价交易方式累计回购公司股份36.49万股，累计回购的股份数量占公司当前总股本的0.09%，最高成交 价为55.00元/股，最低成交价为54.22元/股，成交总金额为人民币1993.8676万元(不含交易费用)。 ...