Core Points - The company announced a decision to repurchase and cancel part of the equity of its subsidiary, 博思数科, during the fifth board meeting on July 29, 2025 [2] - 博思数科 will repurchase 7.5% of its equity corresponding to unpaid equity transfer payments for a total of 30 million yuan [2] - Following the repurchase, 博思数科's registered capital will decrease from 60 million yuan to 37.6398 million yuan [2] Financial Details - The repurchase price for the registered capital is set at 1.3417 yuan per registered capital unit [2] - The total registered capital being repurchased amounts to 22.3602 million yuan [2] - The company has completed the necessary business registration changes and received a new business license from the local market supervision authority [2]

Core Viewpoint - The company, Bozhi Software, is actively engaging in the implementation of a new digital account for electronic invoices designed by the Ministry of Finance to enhance the convenience and efficiency of electronic invoice applications in society [1] Group 1 - The digital account for electronic invoices is aimed at both reimbursers and reimbursement units, facilitating a one-click collection of invoices nationwide for individuals [1] - Reimbursement units can utilize an interface to batch verify and check invoices, while also receiving automatic feedback on reimbursement status to prevent duplicate claims [1] - The company expresses its commitment to actively respond to policy requirements and participate in related initiatives [1]

Core Viewpoint - The company emphasizes the importance of market value management and commits to timely information disclosure in accordance with relevant laws and regulations [1] Group 1 - The company actively promotes its value within the regulatory framework [1] - The company responds to investor inquiries regarding its market value management efforts [1]

Core Viewpoint - The company, BoSi Software, is actively participating in the reform of electronic invoice cross-province reimbursement, which is a significant step in the social circulation of electronic invoices following the successful completion of the invoicing business reform [1] Group 1 - The company has been involved in the pilot promotion of cross-province reimbursement for electronic invoices since the beginning of this year [1] - The company is collaborating with various levels of finance departments, invoicing units, reimbursement units, and individuals to streamline the entire business process [1] - The efforts are aimed at providing solid technical support for the nationwide rollout of the reform from the pilot phase [1]

Group 1 - The core transaction on November 18 involved a block trade of 260,000 shares of Bosi Software, with a transaction value of 4.3186 million yuan and a transaction price of 16.61 yuan, representing a premium of 19.41% over the closing price of the day [2][3] - The closing price of Bosi Software on the same day was 13.91 yuan, reflecting an increase of 0.51%, with a turnover rate of 4.80% and a total trading volume of 415 million yuan, while the net outflow of main funds was 40.493 million yuan [2][3] - Over the past five days, Bosi Software's stock has risen by 3.88%, with a cumulative net outflow of funds amounting to 40.2787 million yuan [2] Group 2 - The latest margin financing balance for Bosi Software is 523 million yuan, which has decreased by 8.3006 million yuan over the past five days, representing a decline of 1.56% [3]

Group 1 - A total of 59 stocks in the A-share market experienced block trading today, with a total transaction value of 1.335 billion yuan [1] - The top three stocks by transaction value were Shanxi Fenjiu (186 million yuan), Hanrui Cobalt (109 million yuan), and Jinkong Electric (80.34 million yuan) [1] - Among the stocks, 9 were traded at par, 5 at a premium, and 45 at a discount; the stocks with the highest premium rates were Bosi Software (19.41%), Jiaxun Feihong (16.8%), and Yongtai Energy (11.11%) [1] - The stocks with the highest discount rates included Zhi De Mai (20.12%), Wens Foodstuff Group (19.6%), and Nuo Si Ge (19.44%) [1] Group 2 - The ranking of institutional buy amounts was led by Shanxi Fenjiu (167 million yuan), followed by Keli'er (37.41 million yuan) and Sanfeng Intelligent (29.27 million yuan) [1] - Other notable institutional buys included Action Education (18.20 million yuan), Chunfeng Power (12.87 million yuan), and Zhi De Mai (11.47 million yuan) [1] - The top stock sold by institutional special seats was Jinkong Electric (80.34 million yuan), followed by Maiwei Co. (3.21 million yuan) [2]

证券代码:300525 证券简称:博思软件 公告编号:2025-059 福建博思软件股份有限公司 关于控股子公司回购注销部分股权暨关联交易的进展公告 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、关联交易基本情况 二、关联交易进展情况 近日，博思数科完成了前述事项的工商变更登记程序，并取得了福州市长乐 区市场监督管理局换发的《营业执照》，变更后登记信息如下： | 企业名称 | 福建博思数字科技有限公司 | | --- | --- | | 企业性质 | 有限责任公司 | | 注册地 | 福建省福州市长乐区数字福建产业园东湖路 号 号研发楼 层 33 2 4 | | 法定代表人 | 叶章明 | | 注册资本 | 3,763.975155 万元 | | 社会统一信 用代码 | 91350182MA3342JA55 | 1 证券代码:300525 证券简称:博思软件 公告编号:2025-059 | | 一般项目：软件开发；大数据服务；互联网数据服务；信息系统运行维护服 务；计算机系统服务；数据处理服务；云计算装备技术服务；数字内容制作 | | --- | --- ...

Group 1 - On November 18, 2025, Bosi Software executed a block trade of 260,000 shares, with a transaction value of 4.3186 million yuan, accounting for 1.03% of the total trading volume for the day [1][2] - The transaction price was 16.61 yuan per share, representing a premium of 19.41% compared to the market closing price of 13.91 yuan [1][2] - The buyer was Huatai Securities Co., Ltd. Nanjing Branch, while the seller was Guosen Securities Co., Ltd. Shenzhen Dadi Road Branch [2]

Core Insights - The A-share software development sector is experiencing a strong rebound, with companies like Geer Software, 360, and Zhizhen Technology hitting the daily limit up, while the ChiNext Software ETF (Hua Xia, 159256) surged over 2% during trading [1] - Alibaba has officially launched its personal AI assistant "Qianwen APP," entering the AI to C market, which is based on the globally leading open-source model Qwen3 [1] - The launch signifies Alibaba's 380 billion yuan investment in AI infrastructure entering the application harvest phase, aiming to create a future AI life portal covering various scenarios such as office work, maps, health, and shopping [1] - The Qianwen APP adopts a free model and leverages the open-source ecosystem advantage of over 600 million downloads of the Qwen series models, positioning itself to compete directly with international products like ChatGPT [1] - In the AI industry chain, the software sector plays a crucial role in both the midstream technology layer and the downstream application layer, providing essential technical support and facilitating the implementation of AI applications [1] Industry Analysis - Guotai Junan Securities analysis indicates that Alibaba's launch of the Qianwen APP aims to accelerate technological iteration through massive C-end user data, fostering a virtuous cycle of "computing power investment - model upgrade - application profitability" [2] - This strategic move is expected to drive sustained growth in the domestic computing power industry chain demand [2]

Core Viewpoint - The stock of Boshi Software has shown fluctuations with a current price of 13.53 CNY per share, reflecting a year-to-date decline of 12.49% and a recent increase of 1.50% over the past 20 days [1] Company Overview - Boshi Software, established on September 5, 2001, and listed on July 26, 2016, is located in Fuzhou, Fujian Province. The company specializes in the development, sales, and services of software products [1] - The main revenue composition of Boshi Software includes 93.08% from technical services, 6.79% from software development and sales, and 0.12% from other sources [1] Financial Performance - For the period from January to September 2025, Boshi Software reported an operating income of 1.148 billion CNY, representing a year-on-year decrease of 7.67%. The net profit attributable to shareholders was 7.3932 million CNY, down 78.81% compared to the previous year [2] - Since its A-share listing, Boshi Software has distributed a total of 443 million CNY in dividends, with 291 million CNY distributed over the last three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders for Boshi Software reached 32,100, an increase of 7.95% from the previous period. The average number of circulating shares per shareholder decreased by 7.33% to 19,365 shares [2] - Among the top ten circulating shareholders, Dongfanghong New Power Mixed A (000480) is the sixth largest with 6.0837 million shares, while Hong Kong Central Clearing Limited is the seventh largest with 5.8908 million shares, having decreased its holdings by 1.7312 million shares [3]