Market Performance - The ERP concept index declined by 3.00%, ranking among the top declines in the concept sector as of the market close on August 8 [1] - Within the ERP sector, major decliners included Dingjie Zhizhi, Saiyi Information, and Yonyou Network, while only five stocks saw price increases, with Jingda Co., Changrong Co., and Jian Design leading the gains at 0.78%, 0.50%, and 0.48% respectively [1] Capital Flow - The ERP concept sector experienced a net outflow of 2.465 billion yuan, with 25 stocks facing net outflows, and six stocks seeing outflows exceeding 100 million yuan [2] - The stock with the highest net outflow was Hand Information, with a net outflow of 479 million yuan, followed by Dingjie Zhizhi, Yonyou Network, and Runhe Software with net outflows of 471 million yuan, 343 million yuan, and 338 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflows included Jingda Co., Yingtang Zhikong, and Aerospace Information, with net inflows of 38.63 million yuan, 16.47 million yuan, and 5.59 million yuan respectively [2][3]

天眼查商业履历信息显示，普联软件股份有限公司，成立于2001年，位于济南市，是一家以从事软件和 信息技术服务业为主的企业。企业注册资本28277.6048万人民币，实缴资本6892.6028万人民币。公司法 定代表人为蔺国强。 通过天眼查大数据分析，普联软件股份有限公司共对外投资了12家企业，参与招投标项目775次，知识 产权方面有商标信息10条，专利信息25条，此外企业还拥有行政许可19个。 来源：金融界 金融界消息 截至2025年7月31日收盘，普联软件（300996）报收于18.96元，上涨0.16%，换手率 9.91%，成交量23.47万手，成交金额4.50亿元。 资金流向方面，今日主力资金净流出6142.04万元，占比成交额13.64%。其中，超大单净流出873.75万 元、占成交额1.94%，大单净流出5268.29万元、占成交额11.7%，中单净流出流出1890.83万元、占成交 额4.2%，小单净流入8032.87万元、占成交额17.84%。 普联软件最新一期业绩显示，截至2025一季报，公司营业总收入5876.37万元、同比减少24.20%，归属 净利润1395.03万元，同比减少526.5 ...

Group 1 - The core viewpoint of the article highlights the recent performance and financial metrics of Puling Software, indicating a significant decline in revenue and profit for the first quarter of 2025 [1] - As of July 29, 2025, Puling Software's stock closed at 20.25 yuan, reflecting a 4.22% increase with a trading volume of 365,400 shares and a transaction amount of 731 million yuan [1] - The net inflow of main funds today was 77.48 million yuan, accounting for 10.59% of the transaction amount, with large orders contributing significantly to this inflow [1] Group 2 - For the first quarter of 2025, Puling Software reported total operating revenue of 58.76 million yuan, a year-on-year decrease of 24.20%, and a net profit attributable to shareholders of 13.95 million yuan, down 526.51% [1] - The company's liquidity ratios are strong, with a current ratio of 7.271 and a quick ratio of 6.284, while the debt-to-asset ratio stands at 11.62% [1] - Puling Software has made investments in 12 companies and has participated in 770 bidding projects, showcasing its active engagement in the market [2]

Core Viewpoint - The company is in the process of responding to the second round of inquiries from the Shenzhen Stock Exchange regarding its application to issue convertible bonds to unspecified investors, with updates provided on the progress of this application [1][2]. Group 1: Company Actions - The company received an inquiry letter from the Shenzhen Stock Exchange on July 7, 2025, regarding its application to issue convertible bonds [1]. - The company, along with relevant intermediaries, has addressed the inquiries and provided detailed responses, which were disclosed on July 9, 2025 [1]. - The company has supplemented and improved its responses based on the latest project developments and regulatory requirements, with further details disclosed on July 28, 2025 [2]. Group 2: Regulatory Process - The issuance of convertible bonds is subject to approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission (CSRC) [2]. - There is uncertainty regarding whether the application will pass the review by the Shenzhen Stock Exchange and receive approval from the CSRC, as well as the timeline for these approvals [2]. - The company commits to timely information disclosure in accordance with relevant laws and regulations as the situation progresses [2].

关于普联软件股份有限公司 申请向不特定对象发行可转换公司债券 的第二轮审核问询函的回复（修订稿） 保荐机构（主承销商） （济南市市中区经七路 86 号） 股票简称：普联软件 证券代码：300996 二〇二五年七月 深圳证券交易所： 根据贵所于 2025 年 7 月 7 日下发的《关于普联软件股份有限公司申请向不 特定对象发行可转换公司债券的第二轮审核问询函（审核函〔2025〕020028 号）》 （以下简称"问询函"）的要求，普联软件股份有限公司（以下简称"普联软件" "公司""上市公司"或"发行人"）会同保荐机构中泰证券股份有限公司（以下 简称"中泰证券""保荐机构"或"保荐人"）、发行人会计师致同会计师事务所 （特殊普通合伙）（以下简称"会计师"）等相关方对审核问询函所列问题进行了 逐项核查，现答复如下，请予以审核。 本回复文件中的报告期、报告期内、报告期各期指 2022 年度、2023 年度、 2024 年度和 2025 年 1-3 月；报告期各期末指 2022 年 12 月 31 日、2023 年 12 月 31 日、2024 年 12 月 31 日和 2025 年 3 月 31 日。除此之外如无特别 ...

致同会计师事务所（特殊普通合伙） 中国北京朝阳区建国门外大街 22 号 赛特广场 5 层邮编 100004 电话 +86 10 8566 5588 传真 +86 10 8566 5120 www.grantthornton.cn 关于普联软件股份有限公司 关于普联软件股份有限公司 向不特定对象发行可转换公司债券 申请文件的第二轮审核问询函中 有关财务会计问题的专项说明 （修订稿） 致同会计师事务所（特殊普通合伙） 向不特定对象发行可转换公司债券申请文件的 第二轮审核问询函中有关财务会计问题的专项说明 （修订稿） 致同专字（2025）第 371A033660 号 深圳证券交易所： 贵所于 2025 年 7 月 7 日出具的《关于普联软件股份有限公司申请向不特定对 象发行可转换公司债券的第二轮审核问询函》（审核函〔2025〕020028 号）（以 下简称"审核问询函"）收悉。对审核问询函所提财务会计问题，致同会计师 事务所（特殊普通合伙）（以下简称"会计师"或"我们"）对普联软件股份 有限公司（以下简称"普联软件""公司""上市公司"或"发行人"）相关 资料进行了核查，现做专项说明如下： 如无特别说明，本专项说明 ...

关于公司向不特定对象发行可转换公司债券的第二轮审核问询 函回复等申请文件更新的提示性公告 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、误导性陈述或者重大遗漏。 证券代码：300996 证券简称：普联软件 公告编号：2025-065 普联软件股份有限公司 近日，公司根据项目最新进展与审核要求，会同相关中介机构对第二轮审核 问询函的部分回复内容进行了补充和完善，具体内容详见公司于 2025 年 7 月 28 日在巨潮资讯网（http://www.cninfo.com.cn）披露的相关公告。 公司本次向不特定对象发行可转换公司债券事项尚需通过深交所审核，并获 得中国证券监督管理委员会（以下简称中国证监会）作出同意注册的批复后方可 实施。该事项最终能否通过深交所审核，并获得中国证监会作出同意注册的批复 及其时间尚存在不确定性。公司将根据该事项的进展情况，按照相关法律法规和 要求及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 普联软件股份有限公司董事会 2025 年 7 月 28 日 普联软件股份有限公司（以下简称公司）于 2025 年 7 月 7 日收到深圳证券 交易所（ ...

Core Viewpoint - The AI Fund, China Europe Responsible Investment Mixed A (009872), reported a profit of 122 million yuan in Q2 2025, with a net value growth rate of 3.73% and a total fund size of 3.341 billion yuan as of the end of Q2 2025 [3][16]. Fund Performance - As of July 18, the fund's unit net value was 0.893 yuan [3]. - The fund's performance over various time frames includes: - 3-month net value growth rate: 15.05%, ranking 34 out of 132 comparable funds [4]. - 6-month net value growth rate: 21.02%, ranking 16 out of 132 comparable funds [4]. - 1-year net value growth rate: 31.32%, ranking 24 out of 132 comparable funds [4]. - 3-year net value growth rate: -0.37%, ranking 42 out of 127 comparable funds [4]. Risk and Return Metrics - The fund's Sharpe ratio over the past three years is 0.2062, ranking 44 out of 129 comparable funds [9]. - The maximum drawdown over the past three years is 40.03%, ranking 52 out of 129 comparable funds, with the largest single-quarter drawdown occurring in Q1 2022 at 23.31% [11]. Investment Strategy - The fund maintained an average stock position of 91.92% over the past three years, compared to a peer average of 86.11% [14]. - The fund reached its highest stock position of 93.71% at the end of Q1 2025, with the lowest being 84.08% at the end of 2020 [14]. Top Holdings - As of the end of Q2 2025, the fund's top ten holdings include: - Xiaomi Group-W - Zijin Mining - Tencent Holdings - CATL - Midea Group - Jiangsu Bank - Dongyue Group - Jinbo Bio - CITIC Securities - China Merchants Bank [19].

Core Points - The latest financing balance of the ChiNext market is 367.464 billion yuan, with a week-on-week increase of 3.028 billion yuan, indicating a positive trend in financing activities [1] - A total of 25 stocks saw their financing balances increase by over 10%, while 12 stocks experienced a decline of more than 10% [1] Financing Balance Overview - The total margin balance for ChiNext stocks reached 368.568 billion yuan, marking a continuous increase for six consecutive trading days [1] - The financing balance specifically increased to 367.464 billion yuan, with a week-on-week rise of 3.028 billion yuan [1] - The margin trading balance for short selling decreased to 1.103 billion yuan, reflecting a reduction of 7.6652 million yuan [1] Stocks with Significant Financing Balance Increase - Among the 535 stocks with increased financing balances, the stock with the highest increase is Sanwei Tiandi, which saw a financing balance of 70.6392 million yuan, up 66.35% from the previous day [3] - Other notable stocks with significant increases include Focase Technology and Shanghai Steel Union, with increases of 43.23% and 34.52%, respectively [3] Market Performance of Stocks with Increased Financing - Stocks with financing balance increases averaged a rise of 2.86% on the trading day, with top performers including Sanchuan Wisdom, Yirui Biology, and Focase Technology, which rose by 15.27%, 12.15%, and 11.54% respectively [2] - Conversely, stocks with the largest declines included Pulian Software, Houpu Co., and Hopu Co., with declines of 6.92%, 5.85%, and 3.61% respectively [2] Stocks with Significant Financing Balance Decrease - A total of 400 stocks experienced a decrease in financing balance, with 12 stocks seeing declines of over 10% [4] - The stock with the largest decrease is Tuanluozhe, with a financing balance of 18.9151 million yuan, down 94.06% [4] - Other stocks with significant declines include Laimei Pharmaceutical and Jialian Technology, with decreases of 22.96% and 21.70% respectively [4]

New Stock Issuance - Shanda Electric (Stock Code: 301609) issued at a price of 14.66[1] - Jiyuan Group (Stock Code: 732262) issued at a price of 10.88[1] Market Alerts - Jichuan Pharmaceutical (Stock Code: 600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - The last trading day for Tuisan Jinguang (Stock Code: 600190) is July 14, 2025, with 4 trading days remaining[1] - The last trading day for Tuisan Jinjing (Stock Code: 900952) is also July 14, 2025, with 4 trading days remaining[1] Abnormal Fluctuations - *ST Zitian (Stock Code: 300280) reported severe abnormal fluctuations on July 10, 2025[1] - *ST Yushun (Stock Code: 002289) reported abnormal fluctuations on July 11, 2025[1] Other Notable Announcements - Longyuan Green Energy (Stock Code: 603185) announced on July 11, 2025[1] - Kedi Pharmaceutical (Stock Code: 000590) announced on July 14, 2025[1]