Group 1 - The company is actively providing comprehensive GPU adaptation solutions for clients in the context of trustworthiness and innovation [1]

Core Viewpoint - The stock price of Boshi Software has experienced a decline of 12.04% year-to-date, with significant drops in recent trading periods, indicating potential challenges for the company in the market [2]. Group 1: Stock Performance - As of October 16, Boshi Software's stock price fell by 2.02% to 13.60 CNY per share, with a trading volume of 88.48 million CNY and a turnover rate of 1.04%, resulting in a total market capitalization of 10.31 billion CNY [1]. - The stock has decreased by 3.61% over the last five trading days, 3.48% over the last twenty days, and 11.69% over the last sixty days [2]. Group 2: Financial Performance - For the first half of 2025, Boshi Software reported a revenue of 706 million CNY, a year-on-year decrease of 1.58%, and a net profit attributable to shareholders of -41.65 million CNY, down 10.42% year-on-year [2]. - The company has distributed a total of 443 million CNY in dividends since its A-share listing, with 291 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Boshi Software increased by 2.39% to 29,800, with an average of 20,896 circulating shares per shareholder, a decrease of 2.34% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 7.62 million shares, a reduction of 1.65 million shares from the previous period, while a new shareholder, Fortune Optimized Enhanced Bond C, holds 5.40 million shares [3].

Core Viewpoint - The company, Bosi Software, positions itself as a leading provider of financial digital services in China, focusing on areas such as digital vouchers, smart finance, and digital procurement [1] Group 1: Business Focus - The company's main business areas include digital vouchers, smart finance, and digital procurement [1] - Bosi Software is actively developing a vertical scenario strategy that incorporates "industry vertical large models + intelligent agents" as key product forms [1] Group 2: Strategic Development - The company aims to leverage its data advantages, professional strengths, and capability to reconstruct industry solutions to build a leading matrix system of industry large models and intelligent agents in the financial and tax sector [1] - Bosi Software expresses strong confidence in the future development of its products and business [1]

Core Viewpoint - The company, Bosi Software, is developing a proprietary large model specifically for the finance and taxation vertical, integrating it with an intelligent platform to meet various fiscal management needs [1] Group 1: Company Developments - Bosi Software has announced the development of a large model tailored for the finance and taxation sector [1] - The integration of the large model with an intelligent platform aims to create agents that cater to diverse scenarios such as budget management, intelligent invoice supervision, financial management for organizations, and corporate tax planning [1] - The initiative is designed to fulfill the fiscal management requirements of both government and enterprise sectors [1]

证券日报网讯博思软件（300525）10月14日在互动平台回答投资者提问时表示，公司一直保持开放的心 态，积极探索和寻求与国内优秀企业的合作。公司具体业务合作严格遵守信息披露要求进行披露，请以 公司公告为准。 ...

Core Points - The stock price of Bosi Software dropped by 2.01% on October 14, reaching 13.64 CNY per share, with a total market capitalization of 10.342 billion CNY [1] - The company has experienced a year-to-date stock price decline of 11.78%, with a 5-day drop of 1.30%, a 20-day drop of 5.80%, and a 60-day drop of 5.01% [1] - Bosi Software'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] Financial Performance - As of June 30, Bosi Software reported a revenue of 706 million CNY for the first half of 2025, a year-on-year decrease of 1.58%, and a net profit attributable to shareholders of -41.65 million CNY, down 10.42% year-on-year [2] - The company has distributed a total of 443 million CNY in dividends since its A-share listing, with 291 million CNY distributed over the past three years [3] Shareholder Information - As of June 30, the number of shareholders for Bosi Software increased to 29,800, a rise of 2.39%, while the average circulating shares per person decreased by 2.34% to 20,896 shares [2] - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 7.6221 million shares, a decrease of 1.655 million shares from the previous period [3]

Investment Rating - The report maintains a positive outlook for the computer industry, expecting a continued "scissor difference" in Q3 2025, indicating structural growth despite varying performance among companies [3][4][11]. Core Insights - The report predicts that 22% of the tracked companies will see net profit growth exceeding 50%, with notable performers including 深信服 (1528%), 卡莱特 (998%), and 新国都 (235%) [4][5]. - The report highlights a trend of cost reduction through layoffs and non-essential cost cuts, leading to improved efficiency and profitability across the industry [3][4]. - The report identifies key investment targets in various segments, including AIGC, digital economy leaders, and data innovation [3][4]. Summary by Sections Q3 2025 Performance Forecast - Among 54 tracked companies, 11 are expected to exceed 50% profit growth, while 9 will see growth between 30%-50% [4][5]. - 36% of companies are projected to have growth between 0%-30%, and 22% are expected to experience a decline [5][6]. Key Company Performances - 深信服 is projected to achieve a staggering 1528% profit growth, while 卡莱特 is expected to see 998% growth [4][5]. - Companies like 海康威视 and 金山办公 are expected to maintain stable growth rates of around 9% and 15%, respectively [8][10]. - 联想集团 is forecasted to face a significant decline of 99% in profit, indicating challenges in its operational strategy [6][10]. Investment Targets - The report categorizes investment targets into four segments: AIGC, digital economy leaders, data innovation, and AIGC computing power [3][4]. - Notable companies in the AIGC segment include 金山办公 and 道通科技, while 海光信息 and 软通动力 are highlighted in the data innovation category [3][4].

Group 1 - The core point of the announcement is that Chen Hang has pledged approximately 47.61 million shares of Bosi Software, which accounts for 37.66% of his total holdings [1] - As of the announcement date, Bosi Software's market capitalization is 10.5 billion yuan [3] Group 2 - For the first half of 2025, Bosi Software's revenue composition is entirely from the software industry, with a 100% share [2]

Core Viewpoint - The company announced that its controlling shareholder, Mr. Chen Hang, has extended the pledge of a portion of his shares, which is primarily for repaying loans and supplementing collateral [1] Group 1 - The total number of shares pledged in the extension is 21.4846 million shares, accounting for 16.99% of Mr. Chen's holdings and 2.83% of the company's total share capital [1] - The pledge extension is set to expire on October 27, 2026 [1] - As of the announcement date, Mr. Chen has cumulatively pledged 47.6146 million shares, representing 37.66% of his holdings and 6.28% of the company's total share capital [1]

证券代码:300525 证券简称:博思软件 公告编号:2025-049 福建博思软件股份有限公司 关于控股股东、实际控制人部分股权质押展期的公告 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。 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质押展期业务， 具体事项如下： 一、股东股份质押展期的基本情况 | 股 东 | 是否为控股 股东或第一 | 本次质押 | 占其所 | 占公司 | 是否为限 | 原质押起 | 本次展期前 | 本次展期后 | | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 持股份 | 总股本 | | | | 质押到期日 | 质权人 | 用途 | | 名 | 大股东及其 | 展期数量 | 比例 | 比例 | 售股 | 始日 | 质押到期日 | | | | | 称 | 一致行动人 | | | | | | | | | | | 陈 | 是 | 10,288, ...