Group 1 - The job market for computer-related positions is experiencing a significant increase in demand, with many companies struggling to find qualified candidates [2][3] - Salaries for research and development positions are notably high, with master's degree holders typically earning between 250,000 to 400,000 yuan annually [2] - There is a structural divide in the job market, where well-known companies attract many applicants, while lesser-known firms face challenges in attracting talent [3][4] Group 2 - Some companies are adapting their hiring strategies by considering candidates from related fields, such as materials science, to fill technical roles [5][6] - Employers emphasize the importance of academic performance for technical positions, indicating that a strong academic record is a key criterion for evaluation [7] - Continuous learning and practical experience are highlighted as essential attributes for graduates to remain competitive in the evolving job market [7]

Core Insights - The company, Bosi Software, is collaborating closely with Tencent Cloud as an industrial ecosystem partner to explore deeper cooperation in various sectors [1] Group 1: Collaboration and Technology - Bosi Software and Tencent Cloud will leverage vertical models and technological capabilities in computing and cloud-native solutions [1] - The focus areas for exploration include the healthcare ecosystem, government services, and financial technology within the industrial internet sector [1]

证券日报网讯博思软件（300525）10月16日在互动平台回答投资者提问时表示，公司一直保持开放的心 态，积极探索和寻求与国内优秀企业的合作。公司具体业务合作严格遵守信息披露要求进行披露，请以 公司公告为准。 ...

Group 1 - The company is actively providing comprehensive GPU adaptation solutions for clients in the context of trustworthiness and innovation [1]

Core Viewpoint - The stock price of Boshi Software has experienced a decline of 12.04% year-to-date, with significant drops in recent trading periods, indicating potential challenges for the company in the market [2]. Group 1: Stock Performance - As of October 16, Boshi Software's stock price fell by 2.02% to 13.60 CNY per share, with a trading volume of 88.48 million CNY and a turnover rate of 1.04%, resulting in a total market capitalization of 10.31 billion CNY [1]. - The stock has decreased by 3.61% over the last five trading days, 3.48% over the last twenty days, and 11.69% over the last sixty days [2]. Group 2: Financial Performance - For the first half of 2025, Boshi Software reported a revenue of 706 million CNY, a year-on-year decrease of 1.58%, and a net profit attributable to shareholders of -41.65 million CNY, down 10.42% year-on-year [2]. - The company has distributed a total of 443 million CNY in dividends since its A-share listing, with 291 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Boshi Software increased by 2.39% to 29,800, with an average of 20,896 circulating shares per shareholder, a decrease of 2.34% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 7.62 million shares, a reduction of 1.65 million shares from the previous period, while a new shareholder, Fortune Optimized Enhanced Bond C, holds 5.40 million shares [3].

Core Viewpoint - The company, Bosi Software, positions itself as a leading provider of financial digital services in China, focusing on areas such as digital vouchers, smart finance, and digital procurement [1] Group 1: Business Focus - The company's main business areas include digital vouchers, smart finance, and digital procurement [1] - Bosi Software is actively developing a vertical scenario strategy that incorporates "industry vertical large models + intelligent agents" as key product forms [1] Group 2: Strategic Development - The company aims to leverage its data advantages, professional strengths, and capability to reconstruct industry solutions to build a leading matrix system of industry large models and intelligent agents in the financial and tax sector [1] - Bosi Software expresses strong confidence in the future development of its products and business [1]

Core Viewpoint - The company, Bosi Software, is developing a proprietary large model specifically for the finance and taxation vertical, integrating it with an intelligent platform to meet various fiscal management needs [1] Group 1: Company Developments - Bosi Software has announced the development of a large model tailored for the finance and taxation sector [1] - The integration of the large model with an intelligent platform aims to create agents that cater to diverse scenarios such as budget management, intelligent invoice supervision, financial management for organizations, and corporate tax planning [1] - The initiative is designed to fulfill the fiscal management requirements of both government and enterprise sectors [1]

Core Viewpoint - The company, Bozhi Software, is actively seeking collaborations with outstanding domestic enterprises while adhering to information disclosure requirements [1] Group 1 - The company maintains an open mindset towards exploring and seeking partnerships [1] - The company emphasizes that any specific business collaborations will be disclosed in accordance with information disclosure regulations [1]

Core Points - The stock price of Bosi Software dropped by 2.01% on October 14, reaching 13.64 CNY per share, with a total market capitalization of 10.342 billion CNY [1] - The company has experienced a year-to-date stock price decline of 11.78%, with a 5-day drop of 1.30%, a 20-day drop of 5.80%, and a 60-day drop of 5.01% [1] - Bosi Software's main business revenue composition includes 93.08% from technical services, 6.79% from software development and sales, and 0.12% from other sources [1] Financial Performance - As of June 30, Bosi Software reported a revenue of 706 million CNY for the first half of 2025, a year-on-year decrease of 1.58%, and a net profit attributable to shareholders of -41.65 million CNY, down 10.42% year-on-year [2] - The company has distributed a total of 443 million CNY in dividends since its A-share listing, with 291 million CNY distributed over the past three years [3] Shareholder Information - As of June 30, the number of shareholders for Bosi Software increased to 29,800, a rise of 2.39%, while the average circulating shares per person decreased by 2.34% to 20,896 shares [2] - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 7.6221 million shares, a decrease of 1.655 million shares from the previous period [3]

Investment Rating - The report maintains a positive outlook for the computer industry, expecting a continued "scissor difference" in Q3 2025, indicating structural growth despite varying performance among companies [3][4][11]. Core Insights - The report predicts that 22% of the tracked companies will see net profit growth exceeding 50%, with notable performers including 深信服 (1528%), 卡莱特 (998%), and 新国都 (235%) [4][5]. - The report highlights a trend of cost reduction through layoffs and non-essential cost cuts, leading to improved efficiency and profitability across the industry [3][4]. - The report identifies key investment targets in various segments, including AIGC, digital economy leaders, and data innovation [3][4]. Summary by Sections Q3 2025 Performance Forecast - Among 54 tracked companies, 11 are expected to exceed 50% profit growth, while 9 will see growth between 30%-50% [4][5]. - 36% of companies are projected to have growth between 0%-30%, and 22% are expected to experience a decline [5][6]. Key Company Performances - 深信服 is projected to achieve a staggering 1528% profit growth, while 卡莱特 is expected to see 998% growth [4][5]. - Companies like 海康威视 and 金山办公 are expected to maintain stable growth rates of around 9% and 15%, respectively [8][10]. - 联想集团 is forecasted to face a significant decline of 99% in profit, indicating challenges in its operational strategy [6][10]. Investment Targets - The report categorizes investment targets into four segments: AIGC, digital economy leaders, data innovation, and AIGC computing power [3][4]. - Notable companies in the AIGC segment include 金山办公 and 道通科技, while 海光信息 and 软通动力 are highlighted in the data innovation category [3][4].