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 ...

Group 1 - The company Bosi Software (300525) announced that its director and senior executive, Xiao Yong, who holds 2.37% of the company's shares, plans to reduce his holdings by up to 1.65 million shares, which represents 0.22% of the total share capital [1] - The reduction will take place within three months after the announcement, starting fifteen trading days from the disclosure date [1] - The reason for the reduction is stated as personal funding needs, and the selling price will be determined based on market conditions [1]

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 ...

Core Viewpoint - The announcement details the share reduction plans of two executives from Fujian Boss Software Co., Ltd., including the specific number of shares to be sold and the average selling prices, indicating a strategic move by the company's management [1][2][3]. Shareholder Reduction Situation - Executive Ye Zhangming plans to reduce his holdings by up to 800,000 shares through block trading or centralized bidding within three months after the announcement date [1]. - Executive Mao Shimin also plans to reduce his holdings by up to 800,000 shares under similar conditions [1]. - The reduction includes specific transactions: Ye Zhangming sold 79,270 shares at an average price of 15.8971 yuan per share and 40,000 shares at 17.2014 yuan per share, while Mao Shimin sold 40,000 shares at 12.0100 yuan per share [1]. Shareholding Structure Before and After Reduction - Before the reduction, Ye Zhangming held 8,282,895 shares, representing 1.10% of the total share capital, which decreased to 7,490,195 shares (1.00%) after the reduction [2]. - Mao Shimin's holdings decreased from 10,975,370 shares (1.46%) to 10,175,370 shares (1.35%) following the reduction [2]. Compliance and Impact - The share reduction complies with relevant laws and regulations, ensuring no violation of shareholder lock-up and reduction commitments [3]. - The reduction will not lead to a change in the company's control or affect its governance structure and ongoing operations [3].

证券代码:300525 证券简称:博思软件 公告编号:2025-030 福建博思软件股份有限公司 关于部分董事、监事减持股份实施情况公告 董事、高级管理人员叶章明先生、监事会主席毛时敏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 2 月 13 日披露 了《关于部分董事、监事股份减持计划预披露公告》（公告编号：2025-006）， 公司董事、副总经理叶章明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 800,000 股；公司监事会主席毛 时敏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 800,000 股。 公司近日收到叶章明先生、毛时敏先生出具的《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 ...

Investment Rating - The report indicates a cautious investment rating for major broad-based indices as of May 23, 2025, with the ChiNext Index classified as "safe" and other indices categorized as "moderate" [19][22]. Core Insights - The market experienced a contraction with major indices declining during the week of May 19-23, 2025. The report highlights a rapid rotation in themes, with precious metals and automotive sectors performing well. However, the "dividend + micro-cap" strategy showed signs of short-term adjustment after reaching a yearly high, suggesting a potential decline in trading preferences [12][13]. - The report emphasizes that liquidity easing and rising risk appetite are expected to drive a rebound in A-shares in the medium to long term, with "dividend + small-cap" combinations being the preferred allocation strategy post-adjustment [12]. Summary by Sections Market Review - Major indices saw declines: Shanghai Composite Index down 0.57%, SSE 50 down 0.18%, CSI 300 down 0.18%, CSI 500 down 1.10%, CSI 1000 down 1.29%, ChiNext Index down 0.88%, and North Star 50 down 3.68% [13][14]. Valuation Analysis - As of May 23, 2025, the ChiNext Index is in the "safe" valuation percentile, while other major indices are in the "moderate" range. In terms of sector valuation, industries such as construction materials, light industry manufacturing, power equipment and new energy, defense and military, computer, and comprehensive finance are classified as "dangerous," while non-ferrous metals, utilities, home appliances, food and beverage, agriculture, non-bank financials, and transportation are deemed "safe" [19][20]. Fund Flow Tracking - The report notes that institutional interest was highest for stocks like Huichuan Technology (352 institutions), Fuchuang Precision (109), Bozhong Precision (106), Boshi Software (102), and Shengmei Shanghai (101) during the week [51]. - Southbound capital saw a net inflow of 18.96 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 19.05 billion HKD and the Shenzhen-Hong Kong Stock Connect experiencing a net outflow of 0.97 billion HKD [3]. Sector Performance - The top five performing sectors this week were comprehensive, pharmaceuticals, automotive, non-ferrous metals, and home appliances, while the worst performers included comprehensive finance, computers, electronics, machinery, and communications [15]. Institutional Research - A total of 379 institutional research activities were recorded, with the majority focused on companies listed in Shenzhen and Shanghai. The report highlights that specific object research and other types accounted for 78.36% and 8.71% of the total, respectively [42][46].

- Model Name: Volume Timing Model; Model Construction Idea: The model uses volume indicators to maintain a cautious view under the background of shrinking volume; Model Construction Process: The volume timing signal for major broad-based indices is calculated and maintained a cautious view as of May 23, 2025[1][2][22]; Model Evaluation: The model is effective in maintaining a cautious stance during periods of shrinking volume[22] - Factor Name: Upward Number Ratio of CSI 300; Factor Construction Idea: The factor calculates the proportion of stocks with positive returns in the CSI 300 index to judge market sentiment; Factor Construction Process: - CSI 300 Index N-day Upward Number Ratio = Number of CSI 300 Index constituent stocks with positive returns in the past N days / Total number of CSI 300 Index constituent stocks - The factor captures upward opportunities quickly and exits early during overheated market phases, but has limitations in avoiding downward risks[23][24][25]; Factor Evaluation: The factor is effective in capturing upward opportunities but has limitations in avoiding downward risks[24] - Factor Name: Moving Average Sentiment Indicator; Factor Construction Idea: The factor uses the eight moving average system to judge the trend state of the target index; Factor Construction Process: - Calculate the eight moving average values of the CSI 300 closing price with parameters 8, 13, 21, 34, 55, 89, 144, 233 - Assign values to the eight moving average indicator based on the interval value: -1 for intervals 1/2/3, 0 for intervals 4/5/6, and 1 for intervals 7/8/9 - When the current price exceeds the eight moving average indicator value in more than 5 cases, it indicates a bullish view on the CSI 300 index[27][31][32]; Factor Evaluation: The factor is effective in indicating the trend state of the CSI 300 index[34] - Factor Name: Cross-sectional Volatility; Factor Construction Idea: The factor measures the cross-sectional volatility of index constituent stocks to evaluate the Alpha environment; Factor Construction Process: - Calculate the cross-sectional volatility of CSI 300, CSI 500, and CSI 1000 index constituent stocks - Recent cross-sectional volatility of CSI 300 and CSI 500 index constituent stocks has decreased, indicating a worse short-term Alpha environment; CSI 1000 index constituent stocks' cross-sectional volatility has increased, indicating a better short-term Alpha environment[35][36][38]; Factor Evaluation: The factor is effective in evaluating the Alpha environment based on cross-sectional volatility[38] - Factor Name: Time Series Volatility; Factor Construction Idea: The factor measures the time series volatility of index constituent stocks to evaluate the Alpha environment; Factor Construction Process: - Calculate the time series volatility of CSI 300, CSI 500, and CSI 1000 index constituent stocks - Recent time series volatility of CSI 300, CSI 500, and CSI 1000 index constituent stocks has decreased, indicating a worse short-term Alpha environment[39][41]; Factor Evaluation: The factor is effective in evaluating the Alpha environment based on time series volatility[41] Model Backtest Results - Volume Timing Model, cautious view for all major broad-based indices as of May 23, 2025[23] Factor Backtest Results - Upward Number Ratio of CSI 300, recent ratio around 56%[24] - Moving Average Sentiment Indicator, short-term bullish view on CSI 300 index[34] - Cross-sectional Volatility, recent values for CSI 300: 1.75%, CSI 500: 2.04%, CSI 1000: 2.41%[38] - Time Series Volatility, recent values for CSI 300: 0.56%, CSI 500: 0.44%, CSI 1000: 0.27%[41]