Group 1 - The A-share market experienced a collective decline in the three major indices, with AI mobile concept stocks remaining active while the software development sector showed relative weakness [1] - The 2025 China (Guangdong) Industrial Software High-Quality Development Conference successfully held a talent cultivation summit in Guangzhou, focusing on the integration of industrial software talent training and industry [1] - The software industry plays a crucial role in the AI industry chain, primarily positioned in the midstream technology layer and downstream application layer, providing essential technical support and facilitating the implementation of AI applications [1] Group 2 - Industrial software is essentially a digital expression of industrial knowledge and experience, representing modern industrial levels and the integration of advanced technologies across multiple disciplines [2] - The development cycle of industrial software is long, and the investment costs are high, characterized by significant technological barriers and high added value [2] - Industrial software can be categorized into research and design, production manufacturing, and information management, with opportunities for growth in research and design software and a weak recovery in production control and information management software [2]

证券代码:300525 证券简称:博思软件 公告编号:2025-061 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、高级管理人员刘少华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 8 月 8 日披露 了《关于董事、高级管理人员减持股份预披露公告》（公告编号：2025-041）， 公司董事、高级管理人员刘少华先生计划自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 1,000,000 股。 公司近日收到刘少华先生出具的《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 1 证券代码:300525 证券简称:博思软件 公告编号:2025-061 | 股东名称 | 减持方式 | | 减持期间 | | | 减持均价 | 减持股数 | 减持比例 | | --- | --- | --- | --- | --- | --- | --- | ...

证券代码:300525 证券简称:博思软件 公告编号:2025-060 福建博思软件股份有限公司 关于以公开摘牌方式受让福建省数村科技发展有限公司 38%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、关联交易概述 2025 年 10 月 29 日，福建博思软件股份有限公司（以下简称"公司"）召 开第五届董事会第十一次会议，审议通过了《关于拟受让福建省数村科技发展有 限公司 38%股权暨关联交易的议案》。福建省电子信息（集团）有限责任公司通 过公开挂牌方式转让其持有的福建省数村科技发展有限公司（以下简称"数村科 技"）38%股权，公司作为数村科技原股东，同等条件下享有对转让标的的优先 购买权。董事会同意公司行使优先购买权，以公开摘牌方式受让数村科技 38% 股权，并授权公司管理层根据实际情况按照程序办理本次交易的具体工作，包括 但不限于提交申请材料、协议谈判签署、确定最终交易价格等相关事项。 上述事项具体内容见公司于 2025 年 10 月 30 日披露的《关于拟以公开摘牌 方式受让福建省数村科技发展有限公司 38%股权暨关联交易 ...

Core Insights - The digital RMB sector experienced a decline of 0.38% on November 26, with New Zhi Software leading the drop [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Digital RMB Sector Performance - Key stocks in the digital RMB sector showed mixed performance, with notable gainers including: - Xinyuan Co., Ltd. (688521) up 5.29% to 153.00 with a trading volume of 190,300 shares and a turnover of 2.921 billion [1] - ST Zhongzhuang (002822) up 4.98% to 4.43 with a trading volume of 242,600 shares and a turnover of 10.7 million [1] - Qitian Technology (300061) up 3.77% to 11.57 with a trading volume of 282,300 shares and a turnover of 324 million [1] - Conversely, New Zhi Software (688590) led the decline, down 3.98% to 19.06 with a trading volume of 70,300 shares and a turnover of 137 million [2] Capital Flow Analysis - The digital RMB sector saw a net outflow of 1.38 billion from institutional investors, while retail investors contributed a net inflow of 1.28 billion [2] - The capital flow for key stocks indicated varying trends, with: - Xinyuan Co., Ltd. experiencing a net inflow of 24.6 million from institutional investors [3] - Qitian Technology showing a net inflow of 12.86 million from institutional investors [3] - New Zhi Software facing a net outflow of 16.1 million from institutional investors [3]

Group 1 - The core viewpoint of the news is that 博思软件 (Boshi Software) has experienced a decline in stock price and financial performance, with significant net outflows of capital and a decrease in revenue and profit [1][2][3] Group 2 - As of November 26, 博思软件's stock price fell by 2.09% to 14.49 yuan per share, with a total market capitalization of 10.99 billion yuan [1] - The company has seen a year-to-date stock price decline of 6.28%, but a recent increase of 4.70% over the last five trading days [1] - For the period from January to September 2025, 博思软件 reported a revenue of 1.148 billion yuan, a year-on-year decrease of 7.67%, and a net profit of 7.3932 million yuan, down 78.81% year-on-year [2] Group 3 - 博思软件'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] - The company has distributed a total of 443 million yuan in dividends since its A-share listing, with 291 million yuan distributed in the last three years [3] - As of September 30, 2025, the number of shareholders increased by 7.95% to 32,100, while the average circulating shares per person decreased by 7.33% to 19,365 shares [2]

Market Overview - The Shanghai Composite Index rose by 0.87% on November 25, with 29 out of the 31 sectors experiencing gains, led by the communication and media sectors, which increased by 3.54% and 2.85% respectively [2] - The computer sector also saw an increase of 1.10% [2] Capital Flow - The net inflow of capital in the two markets was 13.215 billion yuan, with 19 sectors receiving net inflows [2] - The electronics sector had the highest net inflow of 5 billion yuan, followed closely by the communication sector with a net inflow of 4.881 billion yuan [2] Computer Sector Performance - In the computer sector, 336 stocks were tracked, with 273 stocks rising and 53 stocks declining [3] - The top three stocks with the highest net inflow were Rongji Software (4.25 billion yuan), South Network Digital (4.06 billion yuan), and Dahua Intelligent (1.90 billion yuan) [3] - The sector experienced a net outflow of 3.072 billion yuan, with the largest outflows from Zhongke Shuguang (7.75 billion yuan), Sanliu Ling (4.34 billion yuan), and Nanwei Software (2.04 billion yuan) [3][5] Top Gainers in Computer Sector - The top gainers in the computer sector included: - Rongji Software: +10.03%, turnover rate 47.81%, net inflow 425.13 million yuan - South Network Digital: +19.99%, turnover rate 55.02%, net inflow 406.37 million yuan - Dahua Intelligent: +10.02%, turnover rate 12.05%, net inflow 190.23 million yuan [4] Top Losers in Computer Sector - The top losers in the computer sector included: - Zhongke Shuguang: -0.44%, turnover rate 2.69%, net outflow -775.37 million yuan - Sanliu Ling: +1.15%, turnover rate 7.60%, net outflow -433.98 million yuan - Nanwei Software: -2.29%, turnover rate 22.81%, net outflow -204.03 million yuan [5]

Core Viewpoint - The stock of Boshi Software has shown fluctuations, with a recent increase of 2.21% on November 24, 2023, despite a year-to-date decline of 7.25% [1] Financial Performance - For the period from January to September 2025, Boshi Software reported a revenue of 1.148 billion yuan, representing a year-on-year decrease of 7.67% [2] - The net profit attributable to the parent company for the same period was 7.3932 million yuan, down 78.81% year-on-year [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 32,100, a rise of 7.95% from the previous period [2] - The average number of circulating shares per shareholder decreased by 7.33% to 19,365 shares [2] Dividend Distribution - Since its A-share listing, Boshi Software has distributed a total of 443 million yuan in dividends, with 291 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, the sixth largest circulating shareholder is Dongfanghong New Power Mixed A, holding 6.0837 million shares as a new shareholder [3] - Hong Kong Central Clearing Limited is the seventh largest circulating shareholder, holding 5.8908 million shares, a decrease of 1.7312 million shares from the previous period [3]

Core Viewpoint - The company Bozhi Software has confirmed the use of K8S, a container orchestration technology for microservices, in its projects, indicating its widespread application in the company's operations [2] Group 1 - Bozhi Software responded to investor inquiries on November 21 regarding the implementation of K8S technology [2] - K8S is identified as a technology for orchestrating containers in microservices [2] - The technology has been widely adopted in the company's business deployments [2]

Core Viewpoint - The company is closely monitoring the development and application of cutting-edge technologies, specifically utilizing the Qwen foundational model in the training process of its financial and tax-related large models [1] Group 1 - The company is actively engaged in the training of large models within the financial and tax sectors [1] - The company is leveraging the Qwen foundational model as a technological support in its operations [1]

Core Viewpoint - The company has implemented K8S technology in its projects, indicating a strong focus on microservices and container orchestration in its operations [2] Group 1 - K8S is identified as a container orchestration technology for running microservices [2] - The company has deployed K8S technology in various projects, showcasing its widespread application in business operations [2]