Core Viewpoint - The company, Yingjianke (300935.SZ), has noted increased market attention on domestic software concepts and has disclosed its operational status and future development prospects in its regular reports [1] Group 1: Company Operations - The company has reported no significant changes in its operational status or external business environment recently [1] Group 2: Market Context - There is a heightened focus on domestic software concepts in the market, which may influence investor sentiment and decision-making [1]

Core Viewpoint - Yingjianke (300935.SZ) has disclosed its production and operational status in the domestic software sector in its periodic report, highlighting the increased market attention on domestic software concepts [1] Group 1: Company Operations - The company has reported no significant changes in its operational status and internal and external business environment recently [1] Group 2: Market Context - There is a heightened market focus on domestic software concepts, prompting the company to provide insights into its future development prospects and associated risks [1]

Core Viewpoint - The company Yingjianke (300935.SZ) has experienced a significant stock price fluctuation, with a cumulative increase of over 30% in closing prices over three consecutive trading days, indicating abnormal trading activity [1] Group 1: Stock Performance - The company's stock has shown a cumulative increase of over 30% in closing prices over three consecutive trading days, which is classified as abnormal stock trading behavior [1] Group 2: Market Context - The company has noted a heightened market interest in domestic software concepts, which may be influencing the stock price movements [1] Group 3: Company Disclosure - The company has disclosed its operational status in relevant fields in its periodic reports, including future development prospects and associated risks [1]

Core Viewpoint - The stock of Yingjianke (300935.SZ) has experienced an abnormal trading fluctuation, with a cumulative closing price increase of over 30% in the last three trading days, prompting the company to issue a notice regarding this situation [1] Group 1 - The company has noted a heightened market interest in domestic software concepts recently [1] - The company disclosed its operational status in relevant fields in its periodic reports, including future development prospects and associated risks [1]

Core Viewpoint - Yingjianke (300935) announced on October 14 that its stock price has experienced an abnormal fluctuation, with a cumulative increase of over 30% in closing price deviation over three consecutive trading days [1] Company Summary - The company noted a heightened market interest in domestic software concepts, which may have contributed to the stock price movement [1] - In its periodic report, the company disclosed its operational status in relevant fields, including future development prospects and associated risks [1] - The company emphasized the importance of value investment and urged investors to have a correct understanding of its business development and the risks associated with secondary market trading [1]

证券代码：300935 证券简称：盈建科 公告编号：2025-022 针对公司股票交易异常波动的情形，公司董事会通过自查及电话、现场问询 等方式，对公司、实际控制人就相关事项进行了核实，现将有关情况说明如下： 北京盈建科软件股份有限公司 股票交易异常波动公告 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、股票交易异常波动的具体情况 北京盈建科软件股份有限公司（以下简称公司）股票交易连续 3 个交易日（2025 年 10 月 10 日、2025 年 10 月 13 日、2025 年 10 月 14 日）收盘价格涨幅偏离值累 计超过 30%，根据深圳证券交易所的有关规定，属于股票交易异常波动的情形。 二、公司关注并核实的情况说明 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3、近期公司经营情况及内外部经营环境未发生重大变化。 四、风险提示 1、经自查，公司不存在违反信息公平披露的情形。 2、公司将于 2025 年 10 月 28 日披露《2025 年第三季度报 ...

Group 1 - The domestic software sector is experiencing significant activity, with industrial software and Xinchuang direction leading the gains, as stocks like Rongji Software, China Software, and Yingjianke hit the daily limit, while others like Chengmai Technology and Kingsoft Office also saw substantial increases [1] - The Ministry of Industry and Information Technology and six other departments recently issued a plan to promote service-oriented manufacturing innovation from 2025 to 2028, highlighting key productive service industries including technology services, industrial design, software and information services, and more [1] - The potential for domestic software to replace foreign products is vast across various fields, with industrial software being crucial for enhancing China's manufacturing autonomy and global competitiveness [1] Group 2 - Domestic software concept stocks have seen an average price increase of 31.15% this year, with Huasheng Tiancai and Dongtu Technology leading with gains of 170.85% and 135.19% respectively [2] - Zhongke Chuangda, a global leader in intelligent platform technology, has a research and development team spread across 16 countries, enabling quick responses to market trends and customer needs [2] - Runhe Software focuses on innovation in domestic and intelligent sectors, with significant efforts in open-source Hongmeng and Euler, impacting industries like finance, energy, healthcare, and education [2] Group 3 - As of October 10, over 70% of concept stocks have seen an increase in financing, with companies like Kingsoft Office and Zhongke Chuangda receiving net financing inflows exceeding 100 million yuan [3] - Kingsoft Office has the highest net financing inflow, accumulating 643 million yuan since October, with its WPS Office suite being a key product [3]

Market Overview - On October 13, the software development sector rose by 0.85%, led by Yingjianke, while the Shanghai Composite Index closed at 3889.5, down 0.19%, and the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Yingjianke (300935) saw a closing price of 33.76 with a significant increase of 20.01% and a trading volume of 51,500 shares, amounting to a transaction value of 165 million yuan [1] - Other notable performers included: - ST Dongtong (300379) with a closing price of 2.31, up 12.14% - Huada Jiutian (301269) at 136.16, up 11.78% - Chengmai Technology (300598) at 55.02, up 9.54% - Kingsoft Office (688111) at 321.70, up 8.32% [1] Capital Flow Analysis - The software development sector experienced a net outflow of 1.729 billion yuan from institutional investors, while retail investors saw a net inflow of 1.246 billion yuan [2] - Key stocks in terms of capital flow included: - Huada Jiutian (301269) with a net inflow of 182 million yuan from institutional investors - Yonyou Network (600588) with a net outflow of 940.76 million yuan from retail investors [2] - Yingjianke (300935) had a net inflow of 45.39 million yuan from institutional investors, but a net outflow of 25.11 million yuan from retail investors [2]

Core Viewpoint - The surge in domestic software concept stocks is closely linked to recent U.S. export control threats on key software, which may accelerate the localization of industrial and foundational software in China [1][6][7] Group 1: Market Performance - On October 13, amidst a general market adjustment, several domestic software stocks saw significant gains, with Rongji Software hitting the daily limit, Yingjian Technology rising by 20%, and China Software also reaching the daily limit [3] - Kingsoft Office experienced an increase of over 18%, while Chengmai Technology rose by over 13%, with other companies like Anlu Technology and Youfu Network also following suit [3] Group 2: Key Events and Reactions - The recent announcement by the Ministry of Commerce, which included a shift to WPS format for official documents, gained traction on social media, contributing to the interest in Kingsoft Office's WPS product [3][4] - The announcement also included new export control measures on certain rare earth-related items, which are set to take effect soon, further emphasizing the urgency for domestic software alternatives [3][6] Group 3: Industry Insights - Analysts from Dongfang Securities noted that U.S. export controls on foundational software could significantly accelerate the localization process for industrial software, highlighting the potential for growth in this sector [6][8] - Western Securities emphasized that while there may be short-term technical adaptation challenges, the situation creates a golden opportunity for domestic software development and ecosystem building [7] - The EDA (Electronic Design Automation) market, crucial for semiconductor manufacturing, currently has a localization rate of less than 20%, dominated by foreign companies, but is expected to see increased domestic development due to geopolitical tensions [7][8]

Group 1 - The industrial software sector experienced significant gains on October 13, with notable stocks such as Yingjianke hitting a 20% limit up, Huada Jiutian rising over 16%, and Haocen Software increasing by approximately 8% [1] - U.S. President Trump announced on October 10 that starting November 1, an additional 100% tariff will be imposed on Chinese products, along with export controls on all critical software [1] Group 2 - CITIC Securities indicated that the average tariff level imposed by the U.S. on China is currently around 57%, which could rise to over 150% following the implementation of the additional tariffs and software export restrictions [2] - The specific types of critical software subject to export controls have not yet been clarified by the U.S., but potential categories include database software, operating systems, middleware, office software, security software, and various industrial software [2] - The software mentioned plays a crucial role in enterprise management, daily operations, and manufacturing processes, highlighting the urgent need for domestic alternatives in certain sectors where China faces "bottleneck" challenges [2] - The issuance of state-led ultra-long special bonds began in the second quarter, with funding for domestic innovation and replacement projects gradually being allocated since the third quarter, accelerating the progress of related bidding and project acceptance [2] - Key industries such as finance, telecommunications, and energy are deepening their replacement processes, gradually penetrating core business systems [2] - The Ministry of Industry and Information Technology has set a target to replace 2 million sets of industrial software and 800,000 sets of operating systems by 2027, as outlined in the "Guidelines for Equipment Update and Technological Transformation in Key Industrial Sectors" released in October 2024 [2] - The increasing uncertainty in the international landscape may further accelerate the replacement process [2]