受益电子凭证无纸化 博思软件获机构青睐

Market Overview - The A-share market experienced a slight pullback from May 19 to May 23, with the Shanghai Composite Index down by 0.57% to close at 3348.37 points, and the Shenzhen Component Index down by 0.46% [1] - The majority of the Shenwan first-level industries saw declines, with notable gains in sectors such as pharmaceuticals, banking, light manufacturing, and beauty care, while telecommunications, computers, and electronics performed relatively weakly [1] Institutional Research - Institutional research enthusiasm increased, with 207 listed companies disclosing investor research summaries by May 23. Despite a weak overall market, several companies showed strong stock performance, including Yibin Paper (600793) with a cumulative increase of 47% over the week [1] - BoSi Software (300525) was the only company to receive over 100 institutional research participants, with 102 institutions involved. The company focuses on software development across various sectors, including public finance management and enterprise management [2] Policy Impact on BoSi Software - The promotion of electronic voucher accounting data standards nationwide is expected to benefit BoSi Software, as institutions are particularly interested in the policy's impact on the company [2] - BoSi Software plans to adapt its systems for different unit needs, expand application ranges through self-developed platforms, and provide professional services and training to ensure policy implementation [2] BoSi Software's Current Progress - BoSi Software has already implemented electronic voucher products in the Ministry of Finance and several provinces, serving over 6,000 budget units and enterprises with a SaaS annual fee model [3] - The company aims to deepen its focus on this field, enhance product layout, and create demonstration cases to build a growth curve [3] Xiamen Tungsten Industry - Xiamen Tungsten Industry (600549) received 99 institutional research participants and discussed its 2024 and Q1 2025 performance. The company is the largest producer and exporter of tungsten and molybdenum products in China [3] - The company plans to expand its resource base upstream and extend its market reach downstream, focusing on high-end products such as hard alloys and battery materials [4] Reliable Co. Ltd. - Reliable Co. Ltd. (301009) was researched by 93 institutions, focusing on its profitability and future growth points in the adult diaper industry [5] - The company is optimizing profitability through cost reduction and efficiency improvements, including the use of smart factories and alternative raw materials [5] - With the implementation of long-term care insurance policies and brand recognition improvements, Reliable Co. Ltd. anticipates significant growth in the next three years [5]