计算机行业跟踪：工业软件三季报业绩总结

Investment Rating - The report maintains a positive investment rating for the industrial software sector, suggesting a focus on leading companies with clear advantages in domestic substitution [3]. Core Insights - The industrial software sector has shown resilience with an average revenue increase of 8.99% year-on-year, reaching an average of 3.066 billion yuan for the third quarter of 2024 [11][34]. - Despite revenue growth, the average net profit decreased by 3.61% year-on-year, averaging 355 million yuan, indicating potential profitability challenges [11][34]. - The report highlights significant growth in specific companies, with notable revenue increases of 59% for Suochen Technology, 31% for Bochu Electronics, and 26% for Gai Lun Electronics [11][34]. - The average gross margin for the sector is reported at 55.11%, reflecting a slight decline of 1.75 percentage points compared to the previous year [11][34]. - The report emphasizes the importance of cost control, with several companies achieving significant reductions in expense ratios [11][34]. Market Review - The Shanghai Composite Index fell by 1.68%, while the ChiNext Index dropped by 5.14% during the week of October 28 to November 3, 2024 [12][16]. - The industrial software sector experienced a decline of 4.64%, with notable performers including Nengke Technology and Guangliwei, while companies like Weihong and Haide Control faced significant losses [12][16]. Industry Developments - The Jiangsu Province is actively promoting the integration of industrial internet into parks, enhancing digital transformation for high-end textile cluster enterprises [10][24]. - The launch of LiEMS 8.0, a native industrial software on HarmonyOS, aims to support digital management and lean operations across various industrial sectors [22][23]. - The report indicates that the industrial internet infrastructure in Jiangsu is strengthening, with significant advancements in 5G and 10G PON port construction [10][24].