每经AI快讯，科蓝软件1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损2.5亿 元~3.3亿元。上年同期归属于上市公司股东的净利润约-5.35亿元。业绩变动主要原因是，报告期内，公 司处于AI 战略转型阶段，公司持续增加在AI 智能及信创等领域的研发投入，因此研发项目的开发支出 较上年同期增加。报告期内，公司主动压缩了IT 人员外包类项目的规模，大幅减少科技属性弱的人力 资源项目，致使IT 人员外包类业务收入减少。基于谨慎性原则，公司计提了被投资企业的商誉减值准 备。 每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 （记者 张明双） ...

科蓝软件公告，预计2025年度净利润亏损2.5亿元–3.3亿元。报告期内，公司处于AI战略转型阶段，公 司持续增加在AI智能及信创等领域的研发投入，因此研发项目的开发支出较上年同期增加。 ...

| 证券代码：300663 | 证券简称：科蓝软件 | 公告编号：2026-003 | | --- | --- | --- | | 债券代码：123157 | 债券简称：科蓝转债 | | 北京科蓝软件系统股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 1、报告期内，公司处于 AI 战略转型阶段，公司持续增加在 AI 智能及信创 等领域的研发投入，因此研发项目的开发支出较上年同期增加。 2、报告期内，公司主动压缩了 IT 人员外包类项目的规模，大幅减少科技属 性弱的人力资源项目，致使 IT 人员外包类业务收入减少。 3、基于谨慎性原则，公司计提了被投资企业的商誉减值准备。 4、报告期内,预计非经常性损益对净利润的影响金额约为 339 万元。 四、其他相关说明 2、业绩预告情况：预计净利润为负值 | 项 | 目 | | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | -- ...

| 证券代码：300663 | 证券简称：科蓝软件 | 公告编号：2026-002 | | --- | --- | --- | | 债券代码：123157 | 债券简称：科蓝转债 | | 公司控股股东王安京先生及一致行动人泰安科蓝盛合投资服务合伙企业（有 限合伙）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真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 北京科蓝软件系统股份有限公司（以下简称"公司"）接到控股股东一致行 动人泰安科蓝盛合投资服务合伙企业（有限合伙）（曾用名"宁波科蓝盛合投资 管理合伙企业（有限合伙）"）（以下简称"科蓝盛合"）的通知，获悉科蓝盛 合所持有本公司的部分股份办理了质押及部分股份被解押，具体事项如下： 一、股东股份质押及解押的基本情况 公司接到股东函告，获悉其所持有本公司的部分股份被质押及解押，具体事 项如下： | | 是否为 | | 占其 | 占公 | | 是否 为补 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | ...

Core Insights - The brain-computer interface (BCI) industry is entering a critical phase of large-scale implementation by 2026, driven by rigid medical rehabilitation needs and the explosive potential of consumer applications [1] - Tsinghua Kelaan Advanced Intelligent Database Research Institute has announced a strategic focus on integrating the "BCI data foundation" into Kelaan Software's SUNDBLITE database, employing a "three-layer integrated" engineering approach to overcome data bottlenecks in the BCI industry [1] Group 1 - The core value of brain-computer interfaces lies in breaking the bandwidth limitations of human-machine interaction, which involves the collection of massive neural signals at millisecond intervals, generating gigabytes of data daily from 64-channel systems [1] - Traditional databases struggle to handle the "data storm" created by the high-frequency data collection and the closed-loop management needs of medical scenarios, as well as the real-time interaction requirements of consumer scenarios [1] - Kelaan Software aims to address industry pain points such as neural signal writing delays and inefficient cross-population scenario alignment, thereby laying a solid data foundation for the application of BCI technology [1][2] Group 2 - The SUNDBLITE database's "three-layer integrated" engineering approach establishes a full-link data governance loop, efficiently managing the entire process from data collection to feature extraction and annotation, even under high concurrency and frequency data flows [2] - Innovations in vectorized retrieval and unified management of structured metadata aim to enhance data alignment efficiency, facilitating the transition from personalized adaptation to generalized applications in medical and consumer scenarios [2] - The stability, compatibility, and efficiency of the data foundation directly influence the breadth and depth of BCI technology implementation in both medical and consumer markets [3] Group 3 - The SUNDBLITE database meets the strict data security and integrity requirements of medical scenarios while also adapting to the lightweight and low-power needs of consumer products [3] - The "three-layer integrated" architecture seamlessly connects various technical routes, providing standardized and scalable data solutions for upstream and downstream enterprises in the industry chain [3] - By 2030, the global market for the BCI industry is expected to experience exponential growth, with Kelaan Software's SUNDBLITE database playing a crucial role in accelerating the application of BCI technology across multiple fields [3]

Group 1 - The core viewpoint of the news is that 科蓝软件 (Kelan Software) has shown a positive stock performance recently, with a 7.37% increase in stock price since the beginning of the year and a 9.48% increase over the last five trading days [1] - As of January 8, the stock price reached 18.94 yuan per share, with a total market capitalization of 90.62 billion yuan [1] - The company primarily provides software application development and technical services to financial institutions, with its main revenue sources being electronic channels and internet banking [1] Group 2 - As of September 30, the number of shareholders for 科蓝软件 decreased by 17.29% to 71,000, while the average number of circulating shares per person increased by 22.90% to 6,407 shares [2] - For the first nine months of 2025, the company reported a revenue of 419 million yuan, a year-on-year decrease of 42.40%, and a net profit attributable to shareholders of -10.55 million yuan, down 55.01% year-on-year [2] - The company has distributed a total of 35.21 million yuan in dividends since its A-share listing, with 4.62 million yuan distributed over the last three years [3]

Market Overview - On the second trading day of the new year, the market showed strong performance with significant volume increase, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 1.5%, 1.4%, and 0.75% respectively, and over 4,100 stocks gaining while more than 1,200 stocks declined [4] - The total trading volume exceeded 2.8 trillion yuan, indicating heightened market activity [4] Autonomous Driving Sector - The autonomous driving sector experienced a strong rally, with stocks like Suoling Co., Zhejiang Shibao, and others hitting the daily limit, leading to an overall increase of 2.38% in the sector [7] - The surge was catalyzed by NVIDIA's announcement at CES regarding the release of the open-source AI model and tools, which are aimed at accelerating the development of next-generation safe autonomous driving technologies [7][8] - The new model, Alpamayo-R1, is noted for its high interpretability, addressing the "black box" issue of traditional algorithms, which is crucial for the implementation of Level 4 autonomous driving [8] Financial Sector - The financial sector showed robust performance with significant gains across various stocks, including Huayin Securities and Huasheng Securities, which hit the daily limit [11] - The sector saw increases of 3.73% for brokerage firms, 3.82% for insurance, and 2.02% for financial technology companies, driven by a notable increase in trading volume and a bullish market sentiment [11] - The Shanghai Composite Index managed to stay above the 4,000-point mark, marking a significant milestone with a record 13 consecutive days of gains [11] HeSai Technology - HeSai Technology was selected by NVIDIA as a laser radar partner for the "NVIDIA DRIVE AGX Hyperion 10 platform," leading to a stock price increase of 5.9% [12] - The stock's performance was somewhat muted due to its exclusion from the Hong Kong Stock Connect, limiting A-share investor participation [12] KeLan Software - KeLan Software opened 4% higher but experienced a decline before a significant rally in the afternoon, closing up 5.38% [14] - The stock's initial rise was attributed to its association with commercial aerospace, while the afternoon surge was linked to its connection with brain-computer interface concepts, highlighting its position in the financial technology sector [14]

| 证券代码：300663 | 证券简称：科蓝软件 公告编号：2026-001 | | --- | --- | | 债券代码：123157 | 债券简称：科蓝转债 | 北京科蓝软件系统股份有限公司 关于 2025 年第四季度科蓝转债转股情况的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 特别提示： 1、股票代码：300663 股票简称：科蓝软件 2、债券代码：123157 债券简称：科蓝转债 3、转股价格：16.01 元/股 4、转股期限：2023 年 3 月 6 日至 2028 年 8 月 29 日（如遇法定节假日或休 息日延至其后的第一个交易日；顺延期间付息款项不另计息） 5、转股股份来源：新增股份转股 根据《深交所创业板股票上市规则》、《深交所可转换公司债券业务实施细 则》等有关规定，北京科蓝软件系统股份有限公司现将 2025 年第四季度可转换 公司债券科蓝转债转股及公司股份变动情况公告如下： 根据《深圳证券交易所创业板股票上市规则》等相关规定和公司募集说明书 的有关约定，本次发行的科蓝转债的初始转股价为 16.02 元/股。 一、可转换公司债 ...

Group 1: Company Performance - On December 30, Kela Software's stock rose by 0.17%, with a trading volume of 209 million yuan. The financing buy-in amount for the day was 19.72 million yuan, while the financing repayment was 17.43 million yuan, resulting in a net financing buy of 2.30 million yuan. As of December 30, the total financing and securities lending balance was 704 million yuan [1] - For the period from January to September 2025, Kela Software reported operating revenue of 419 million yuan, a year-on-year decrease of 42.40%. The net profit attributable to the parent company was -10.55 million yuan, a year-on-year decrease of 55.01% [2] Group 2: Shareholder and Institutional Holdings - As of September 30, 2025, Kela Software had 71,000 shareholders, a decrease of 17.29% from the previous period. The average number of circulating shares per person increased by 22.90% to 6,407 shares [2] - The cumulative cash distribution by Kela Software since its A-share listing amounts to 35.21 million yuan, with 4.62 million yuan distributed over the past three years [3] - Among the top ten circulating shareholders as of September 30, 2025, Huabao Zhongzheng Financial Technology Theme ETF ranked as the second-largest shareholder with 7.93 million shares, an increase of 3.84 million shares from the previous period [3]

Group 1 - China Software (600536) is a leading enterprise in electronic government and cybersecurity, aligning with the national "Digital China" strategy, focusing on the core scenarios of e-ID in government services [1][25] - The company has developed a foundational platform for electronic identity authentication, enabling seamless data communication between e-ID and various government systems such as social security and taxation [1][25] - It has participated in the formulation of national electronic government informatization standards and is adapting to upcoming national security standards for e-ID, providing technical support for standardized access [1][25] Group 2 - Newland (000997) has over 20 years of experience in identity recognition technology and is a benchmark enterprise in e-ID hardware and core technology development [2][26] - The company has developed a secure QR code system for online and offline verification of e-IDs, significantly improving efficiency in high-frequency scenarios like hotel check-ins [2][26] - Newland is integrating multi-modal recognition technologies and blockchain anti-counterfeiting technology to expand the application of e-IDs in various sectors [2][26] Group 3 - Aerospace Information (600271) is a key player in the e-ID field, having participated in the development of critical identity documents and systems [3][27] - The company is leveraging its market channels to integrate e-IDs with tax, social security, and military sectors, simplifying processes significantly [3][27] - It is incorporating AI and big data technologies into e-ID applications for dynamic risk assessment and anomaly detection [3][27] Group 4 - Qiming Star (002439) focuses on the full-process security protection of e-IDs and has developed a comprehensive security system to prevent identity theft and information breaches [4][29] - The company has adapted its security products to comply with upcoming national standards and provides customized security solutions for sensitive sectors like finance and government [4][29] - Qiming Star is expanding its solutions into industrial internet and vehicle networking, addressing identity authentication challenges in IoT devices [4][29] Group 5 - Hengbao Co., Ltd. (002104) has been deeply involved in the e-ID sector for years, focusing on data security and identity authentication solutions [5][30] - The company is integrating blockchain technology with digital identity to create a trustworthy storage and traceability system for e-IDs [5][30] - Hengbao is also exploring applications of digital currency in conjunction with e-IDs, enhancing service models that combine identity and payment [5][30] Group 6 - Nanwei Software (603636) is a leading provider of smart policing and government information solutions, with a focus on e-licenses including e-IDs [6][31] - The company has developed a system that enables interoperability between e-IDs and other government licenses, facilitating quick verification processes [6][31] - It is actively upgrading its e-ID verification terminals to support features for the elderly, enhancing accessibility [6][31] Group 7 - Digital Certification (300579) is a core support enterprise in the e-ID security certification field, providing essential cryptographic products for the CTID platform [7][33] - The company has participated in the formulation of national identity authentication standards, ensuring compliance with data protection laws [7][33] - Digital Certification is expanding its services to include cross-border digital identity authentication, aligning with international trade facilitation needs [7][33] Group 8 - Shen Si Electronics (300479) is a leader in the offline identity authentication terminal market, focusing on multi-modal biometric recognition technologies [8][34] - The company has developed a terminal that supports multiple verification modes, significantly improving service efficiency in high-frequency scenarios [8][34] - Shen Si Electronics is actively participating in the construction of a "10-minute government service circle," enhancing its market penetration [8][34]