Group 1 - The core business of the company includes software product development, sales, and services, with technical services accounting for 78.07% of revenue and software development and sales for 19.49% [3] - The company achieved a net profit attributable to shareholders of 0.38 million yuan in 2016, which grew to 3.02 billion yuan by 2024, representing a cumulative growth of 689.38% over nine years [3] - The company has not reported a loss in any year during this period, with net profit growth occurring in 8 out of 9 years, resulting in an 88.89% growth rate [3] Group 2 - Revenue increased from 1.136 billion yuan in 2020 to 2.142 billion yuan in 2024, indicating steady expansion over the past five years [3] - The net profit attributable to shareholders rose from 162 million yuan in 2020 to 302 million yuan in 2024, although there was a slight decline in profitability in 2024 [3] - Since its listing, the company's market value has increased by 9.37 times, reaching a peak of 17.002 billion yuan on March 6, 2025, with a stock price of 22.44 yuan [5] Group 3 - As of July 25, the company's stock price was 15.68 yuan, with a market value of 11.889 billion yuan, reflecting a decrease of 5.113 billion yuan from its peak, equating to a market value drop of 30.08% [5]

关于控股股东、实际控制人部分股权质押及解除质押的公告 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。 证券代码:300525 证券简称:博思软件 公告编号:2025-034 福建博思软件股份有限公司 福建博思软件股份有限公司（以下简称"公司"）近日接到控股股东、实际 控制人陈航先生的函告，获悉其将所持有的公司部分股份办理了质押及解除质押 业务，具体事项如下： 一、股东股份质押及解除质押基本情况 2、本次股份解除质押基本情况 | 股东 | 是否为控股 股东或第一 | 本次解除 | 占其所 | 占公司 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | | 质押股份 | 持股份 | 总股本 | 起始日 | 解除日期 | 质权人 | | | 大股东及其 一致行动人 | 数量 | 比例 | 比例 | | | | | 陈航 | 是 | 7,968,000 | 6.30% | 1.05% | 2022/12/6 | 2025/7/24 | 浙商证券股份有限公司 | 3、股东股份累计质押情况 截至 ...

证券代码:300525 证券简称:博思软件 公告编号:2025-033 福建博思软件股份有限公司 关于董事、高级管理人员减持股份实施情况公告 董事、高级管理人员郑升尉先生保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 福建博思软件股份有限公司（以下简称"公司"）于 2025 年 3 月 30 日披露 了《关于董事、高级管理人员股份减持计划预披露公告》（公告编号：2025-007）， 公司董事、高级管理人员郑升尉先生计划自公告之日起十五个交易日后的三个月 内，以大宗交易或集中竞价方式减持公司股份不超过 1,000,000 股。 公司近日收到郑升尉先生出具的《关于股份减持计划实施情况告知函》，现 将其本次减持计划实施具体情况公告如下： 一、股东减持情况 | 股东名称 | 减持方式 | 减持期间 | | 减持均价 （元/股） | 减持股数 （万股） | 减持比例 | | --- | --- | --- | --- | --- | --- | --- | | 郑升尉 | 大宗交易 集中竞价交易 | 2025 年 7 ...

行 业 及 产 业 2025 年 07 月 19 日 Kimi K2 发布获多项开源 SOTA！ 行 业 研 究 / 行 业 点 评 相关研究 《稳定币加速进入主流领域！超节点实现 从单卡突破到集群重构！—— 计算机行业 周报 20250707-20250711》 2025/07/12 《3D 打印产业链高景气！AI+法律产品突 破！——计算机行业周报 20250630- 20250704》 2025/07/05 证券分析师 黄忠煌 A0230519110001 huangzh@swsresearch.com 洪依真 A0230519060003 hongyz@swsresearch.com 刘洋 A0230513050006 liuyang2@swsresearch.com 研究支持 崔航 A0230524080005 cuihang@swsresearch.com 徐平平 A0230123060004 xupp@swsresearch.com 陈晴华 A0230123090010 chenqh@swsresearch.com 曹峥 A0230525040002 caozheng@swsresearch.c ...

Investment Rating - The report maintains a positive outlook on the computer industry for Q2 2025, indicating an expected improvement in performance [2][4]. Core Insights - The report predicts a gradual recovery in industry profits starting from Q2 2025, with revenue growth rates of 5% and 21% for Q4 2024 and Q1 2025 respectively, and net profit growth rates of -68% and 82% [4][5]. - A total of 55 tracked A-share and Hong Kong-listed computer companies are analyzed, with 13 companies expected to achieve over 50% net profit growth, representing 23.6% of the sample [4][5]. - The report identifies key investment targets across various segments, including AIGC, digital economy leaders, and data innovation [4][5]. Summary by Category Company Performance Predictions - Companies with over 50% net profit growth include: - Jinzheng Co. (4493%) - Zhongke Chuangda (333%) - Zhina Zhen (313%) - Kalait (265%) - Hengsheng Electronics (233%) [4][5][6]. - Companies with 30%-50% net profit growth include: - Dameng Data (48%) - Fanwei Network (39%) - New Point Software (38%) [4][5][6]. - Companies with 0%-30% net profit growth include: - Dongfang Caifu (27%) - Haiguang Information (27%) - Desai Xiwai (27%) [4][5][6]. - Companies with -30% to 0% net profit growth include: - Weining Health (-4%) - Nova Star Cloud (-11%) [4][5][6]. - Companies with less than -30% net profit growth include: - Qiming Star (-30%) - Top Point Software (-36%) [4][5][6]. Key Investment Targets - AIGC Segment: Jinshan Office, Wanxing Technology, Daotong Technology, Hongsoft Technology, and others [4]. - Digital Economy Leaders: Hikvision, Jinshan Office, Hengsheng Electronics, and others [4]. - Data Innovation: Haiguang Information, Ruantong Power, Suocheng Technology, and others [4]. - AIGC Computing Power: Langchao Information, Haiguang Information, and others [4].

Core Viewpoint - The company is focused on enhancing its internal value and maintaining high-quality development despite recent stock performance challenges, emphasizing the alignment of employee and shareholder interests through stock incentive plans [2][3]. Group 1: Stock Performance and Market Response - As of July 9, 2025, the stock price of the company is 14.14 yuan, reflecting a decrease of 0.42% with a turnover rate of 1.98% and a trading volume of 122,800 shares, amounting to a transaction value of 174 million yuan [1]. - The company acknowledges that short-term stock price fluctuations are influenced by various factors, including policy and market environments, and reassures that there are no current risks of delisting [2]. Group 2: Business Development and Innovations - The company has independently developed the "LeXiang Smart Tax Enterprise Management Platform V2.0," which aims to enhance tax management efficiency for enterprises [3]. - The company is actively exploring B2B markets, particularly in enterprise procurement and intelligent tax management, with ongoing updates to be disclosed in official announcements [4]. - The company is engaged in blockchain technology applications across multiple sectors, including digital invoicing, and has processed billions of credible data entries, enhancing the efficiency of fiscal document management [5]. Group 3: Government Procurement and Insurance Services - The company's digital procurement services align with national policies promoting a unified market, leveraging modern technologies to enhance procurement processes for government and enterprises [6][7]. - The company has established significant partnerships in the commercial insurance sector, processing millions of transactions annually and collaborating with nearly 70 insurance companies [8]. Group 4: Market Activity - On July 9, the company experienced a net inflow of 149,500 yuan from institutional investors, while retail investors contributed a net inflow of 434,700 yuan, contrasting with a net outflow of 584,200 yuan from speculative funds [9].

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。 福建博思软件股份有限公司（以下简称"公司"）近日接到控股股东、实际 控制人陈航先生的函告，获悉其将所持有本公司的部分股份办理了解除质押及质 押展期业务，具体事项如下： 一、股东股份解除质押及质押展期基本情况 | | 是否为控股 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 股东或第一 | 本次解除质 | 占其所持 | 占公司总 | | 起始日 | | | | 解除日期 | | | 质权人 | | | 大股东及其 | 押股份数量 | 股份比例 | 股本比例 | | | | | | | | | | | | 一致行动人 | | | | | | | | | | | | | | 陈航 | 是 | 1,290,000 | 1.02% | 0.17% | 2024 | 年 7 月 | 1 | 日 | 2025 | 年 6 | 月 | 30 日 ...

Core Viewpoint - The company is currently facing challenges in stock performance and market perception, with ongoing efforts to enhance operational management and explore partnerships to drive growth. Group 1: Company Performance - As of June 27, 2025, the company's stock closed at 14.5 yuan, down 1.23%, with a turnover rate of 2.52% and a trading volume of 156,900 shares, amounting to a transaction value of 230 million yuan [1] - The company has acknowledged the impact of executive stock sales on its stock price, which has significantly decreased since the annual report [2][10] Group 2: Investor Relations - The company maintains that its operations are normal and is committed to enhancing internal value and delivering quality performance to investors [2] - The company is open to exploring partnerships with leading domestic firms, particularly in areas related to AI and data management [2][4] Group 3: Market Strategies - The company is actively pursuing the electronic voucher business, aiming to establish benchmark cases and expand its application across various regions and industries [4] - The company has not engaged in securities transaction tax-related services but focuses on providing IT systems and operational services for financial institutions [9] Group 4: Financial Management - The company is aware of its current valuation compared to peers in the software industry and is focused on improving its market position through effective management [2] - The company has a market management system in place to respond to significant stock price declines, although recent price movements do not trigger immediate actions [6][10] Group 5: Future Outlook - The company is monitoring developments in digital currency and stablecoin technologies, indicating potential future involvement in these areas [8]

证券之星消息，根据天眼查APP信息整理，6月24日公布的《深圳大学总医院 - 结果公告 (CFSUGH2025000073)》中显示福建博思软件股份有限公司中标。公告内容如下： 基本信息: 申购单号： CFSUGH20250***** 申购主题： 电子票据管理系统运维服务 采购单位： 深圳大学总医院 竞价开始时间： 2025-06-10 竞价截至时间： 2025-06-19 币种： 人民币 成交总额： *****.00 (人民币) 送 货时间： 合同签订后，【 365 】天 内完成服务。本项目为长期服务项目，合同期满可以续签，但合同 履行期限最长不得超过三十六个月。如采购人对履约情况不满意，采购人不再续约。 安装要求： 免费 上门安装（含材料费） 收货地址： ****** 付款方式： 合同签订后，中标人提供合法有效发票，采购人 支付合同金额的70%给中标人，其余尾款经项目验收合格后支付。 备注说明： 一、注意，注意，注意：本项目要求投标人上传服务过程文档。 二、1、本项目服务费采用包干制，应包括服务成本、法定税费、同传设备使用或租用费、设备运输 费、交通、食宿费用和企业的利润等。 2、投标人的投标报价不得超过 ...

证券代码:300525 证券简称:博思软件 公告编号:2025-031 福建博思软件股份有限公司 关于董事、高级管理人员减持股份预披露公告 董事、高级管理人员肖勇先生保证向本公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有公司股份 17,779,288 股（占公司总股本的 2.37%）（总股本已剔除公司 回购专用证券账户中的股份数量，下同）的董事、高级管理人员肖勇先生计划自 本公告披露之日起十五个交易日后的三个月内，以集中竞价或大宗交易方式减持 公司股份不超过 1,650,000 股（占总股本的 0.22%）。 福建博思软件股份有限公司（简称"公司"）近日收到现任董事、副总经理 肖勇先生出具的《关于股份减持计划告知函》，现将有关情况公告如下： 一、股东的基本情况 1、股东的名称：肖勇 2、截至本公告日，肖勇先生持有公司股份 17,779,288 股，占公司总股本的 2.37%。其中：限售股份（高管锁定股）为 13,334,466 股，无限售流通股为 4,444,822 股。 二、本次减持计划的主要内 ...