业绩预告 截至2026年1月30日收盘，博思软件(300525)报收于13.29元，下跌3.2%，换手率5.02%，成交量31.2万 手，成交额4.18亿元。 当日关注点 交易信息汇总 资金流向 1月30日主力资金净流出5505.77万元；游资资金净流入2981.79万元；散户资金净流入2523.98万元。 业绩披露要点 来自【交易信息汇总】：1月30日主力资金净流出5505.77万元，显示主力短期态度偏空。 来自【业绩披露要点】：博思软件预计2025年全年归属净利润盈利1.36亿元至1.81亿元，同比下滑 明显。 来自【公司公告汇总】：博思软件预计2025年营业收入同比下降4.00%至8.00%，净利润降幅达 40.00%至55.00%。 投资者： 子公司乐享智税业务扩展如此缓慢，会不会错失行业技术领先局面，错失行业发展风口？ 董秘： 投资者您好，公司将充分利用自身产品优势，布局重点行业重点区域进行市场推广，形成标杆 客户案例及最佳项目交付范式，积极在市场侧打出品牌影响力及客户口碑。目前，企业智税相关产品已 进入试点标杆客户推广阶段，并已签约佛吉亚集团、中航成飞民机等知名企业。感谢您的关注。 以上内容为证券 ...

Group 1 - The core announcement indicates that Fujian Bosi Software Co., Ltd. has won a bid for the operation and maintenance of application software and information systems for the Nanping Municipal Finance Bureau, with a bid amount of 564,800 [2][1] - Fujian Bosi Software has made investments in 54 companies and participated in 19,984 bidding projects, showcasing its active engagement in the market [1] - The company holds 157 trademark registrations, 114 patents, and 190 copyrights, indicating a strong intellectual property portfolio [1] Group 2 - The procurement was announced by the Nanping Municipal Finance Information Station, highlighting the governmental nature of the contract [2] - The announcement was published on January 29, 2026, marking the date of the contract award [2]

Core Viewpoint - The company is actively responding to the Ministry of Finance's initiative to implement cross-provincial reimbursement for electronic invoices by the end of 2026, ensuring efficient services for all stakeholders involved [1] Group 1: Company Initiatives - The company is closely monitoring the Ministry of Finance's deployment regarding the comprehensive promotion of cross-provincial reimbursement for electronic invoices [1] - The company is committed to supporting the implementation steps and requirements for the cross-provincial reimbursement application function [1] - The company aims to provide convenient and efficient services for cross-provincial reimbursement involving various stakeholders, including provincial finance departments, medical institutions, reimbursement units, and individuals [1]

Core Viewpoint - The company aims to leverage its product advantages to promote market presence in key industries and regions, establishing benchmark customer cases and best project delivery models [1] Group 1 - The company has entered the pilot promotion phase for its enterprise intelligent tax-related products [1] - The company has signed contracts with well-known enterprises such as Fokker Technologies and AVIC Chengfei [1]

Financial Performance - The company expects a net profit for 2025 to be positive but to decline by over 50% compared to the previous year [3] - Revenue for the reporting period is projected at approximately ¥197,090.55 million, representing an 8% decrease from ¥205,659.71 million in the same period last year [5] - Net profit attributable to shareholders is expected to be around ¥13,605.53 million, a decline of 55% from ¥18,140.71 million year-over-year [5] - The net profit after deducting non-recurring gains and losses is projected to be ¥11,390.44 million, down 58.38% from ¥15,925.62 million in the previous year [5] - The impact of non-recurring gains and losses on net profit is estimated to be approximately ¥22 million, compared to ¥28.65 million in the same period last year [8] Strategic Investments and Business Development - The company has increased strategic investments in the artificial intelligence sector and optimized its personnel structure by recruiting high-end talent in AI algorithm and product development [8] - The company is accelerating the cultivation of new businesses, although these new ventures are expected to contribute low revenue initially [8] Cash Flow and Client Management - Overall cash flow remains stable, but some clients have extended their payment cycles, leading to an increase in the provision for bad debts [7]

Investment Rating - The report rates the computer industry as "Overweight," indicating that the industry is expected to outperform the overall market [9]. Core Insights - Clawdbot signifies a transition in AI product forms from "scene-level assistants" to "system-level Agent platforms," emphasizing comprehensive execution capabilities across tools and systems [3]. - The evolution of Agents is marked by a clear path from Skills to Claude Excel and Clawdbot, shifting market focus from model parameters to the ability to execute complex tasks and integrate external tools [3]. - Clawdbot's revolutionary aspect lies in its ability to understand high-level user intentions and autonomously break them down into ordered steps, enhancing automation in complex workflows [3]. - The deployment of system-level Agents faces challenges such as high complexity in enterprise deployment, data security concerns, and the need for improved stability and traceability across systems [3]. - The acceleration of Agent deployment does not imply the replacement of traditional software but rather positions Agents as intelligent interaction and automation hubs, enhancing overall efficiency [3]. Summary by Sections AI Application Key Companies Valuation - The report includes a valuation table for key AI application companies, detailing their market capitalization and projected net profits for 2024 to 2027, with notable companies such as Kingsoft Office, Yonyou Network, and Zhongkong Technology [4].

Core Viewpoint - The company, BoSi Software, emphasizes that its accounts receivable are primarily from fiscal and administrative institutions, indicating a solid performance basis and manageable overall accounts receivable risk [1] Group 1 - The company is committed to enhancing the management of accounts receivable throughout the entire process [1] - The company plans to improve its monitoring mechanisms for accounts receivable by strengthening collection efforts and assessment measures [1]

Core Viewpoint - The company, Bosi Software, is integrating artificial intelligence deeply into its business operations across various sectors, including healthcare, finance, procurement, and intelligent tax management, with a focus on driving digital transformation in these industries [1] Group 1: Business Integration - Bosi Software has successfully implemented AI solutions in multiple business lines and scenarios, particularly in healthcare, where its financial platform connects hospital financial systems and intelligently analyzes non-structured documents [1] - The company has established nearly 200 application cases in leading hospitals, such as Sichuan University West China Hospital and Shanghai Ruijin Hospital, across more than 20 regions [1] Group 2: AI Solutions Development - The company is advancing its "AI + Finance" digital solutions through the development of various intelligent applications, including smart regulatory Q&A, intelligent document processing, and electronic voucher recognition [1] - Future plans include accelerating AI research and application, focusing on a strategy that combines industry-specific large models with intelligent agents to create a closed loop of data, models, and scenarios [1]

Group 1 - The core viewpoint of the article is that the company, BoSi Software, is actively engaging in the development of its electronic ticketing WeChat mini-program, which facilitates the issuance and delivery of electronic invoices to payers based on notifications from various invoicing entities [1] - The company plans to explore more business opportunities in the healthcare ecosystem and WeChat C-end applications in the future [1] - Specific business developments will be disclosed in the company's periodic reports and related announcements [1]

证券代码:300525 证券简称:博思软件 公告编号:2026-004 福建博思软件股份有限公司 关于股东持股比例降至 5%以下及触及 1%整数倍 暨披露权益变动报告书的提示性公告 股东林芝腾讯科技有限公司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。 一、本次权益变动的基本情况 福建博思软件股份有限公司（简称"公司"）分别于 2026 年 1 月 13 日、2026 年 1 月 15 日就林芝腾讯持股比例由 7.87%降低至 7.00%、6.00%事项披露了《关 于持股 5%以上股东权益变动触及 1%整数倍的公告》（公告编号：2026-002、 2026-003）。近日，公司收到股东林芝腾讯出具的《简式权益变动报告书》，获 悉其持股比例已降低至 4.999991%（占剔除回购专用证券账户股份后的总股本比 例为 5.05%），已不是持股 5%以上股东，并触及 1%的整数倍。 1 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： 1、本次权益变动为原持股 5%以上股东林芝腾讯科技有限公司（以下简称"林 芝腾讯"）在 2026 年 1 月 6 日至 ...