四川久远银海软件股份有限公司 2025 年半年度报告全文 四川久远银海软件股份有限公司 2025 年半年度报告 2025-029 二〇二五年八月 1 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 目录 | | --- | 四川久远银海软件股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人连春华、主管会计工作负责人杨成文及会计机构负责人(会计 主管人员)张昕声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中所涉及未来的经营计划和经营目标，并不代表公司的盈利预测， 也不构成公司对投资者的实质承诺，能否实现取决于市场状况变化等多种因 素，存在不确定性，请投资者注意投资风险。 公司在本报告第三节"管理层讨论与分析"中"公司面临的风险和应对 措施"部分，描述了公司未来经营中可能面临的风险，敬请广大投资者注意 查阅。 | 第一节 重要提示、目录和释义 2 | ...

金融界消息 截至2025年8月19日收盘，久远银海（002777）报收于20.4元，下跌0.39%，换手率3.83%， 成交量15.51万手，成交金额3.17亿元。 天眼查商业履历信息显示，四川久远银海软件股份有限公司，成立于2008年，位于成都市，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40823.1038万人民币，实缴资本17775.67万人民 币。公司法定代表人为连春华。 通过天眼查大数据分析，四川久远银海软件股份有限公司共对外投资了20家企业，参与招投标项目5000 次，知识产权方面有商标信息62条，专利信息38条，此外企业还拥有行政许可6个。 来源：金融界 资金流向方面，今日主力资金净流出1863.99万元，占比成交额5.89%。其中，超大单净流出735.56万 元、占成交额2.32%，大单净流出1128.43万元、占成交额3.56%，中单净流出流出218.48万元、占成交 额0.69%，小单净流入2082.47万元、占成交额6.58%。 久远银海最新一期业绩显示，截至2025一季报，公司营业总收入2.08亿元、同比增长6.25%，归属净利 润1490.22万元，同比增长17.18 ...

Group 1 - The core point of the article is that Sichuan Jiuyuan Yinhai Software Co., Ltd. has won a competitive bidding project for the construction of a medical insurance mobile payment system, with a contract amount of 195,000 [1][2] - The project was awarded by the Sichuan Provincial Revolutionary Disabled Soldiers Rest Home, indicating a significant opportunity for the company in the healthcare technology sector [1][2] - Sichuan Jiuyuan Yinhai Software has a strong track record, having participated in 6,885 bidding projects and invested in 20 companies, showcasing its active engagement in the market [1] Group 2 - The company holds 92 trademark registrations, 38 patents, and 1,299 copyright registrations, reflecting its robust intellectual property portfolio [1] - Additionally, the company possesses 6 administrative licenses, which may enhance its operational capabilities and credibility in the industry [1]

Group 1 - The core point of the article is that Sichuan Jiuyuan Yinhai Software Co., Ltd. has won the bid for the Medical Insurance Two-Determination Operation and Maintenance Project for the People's Hospital of Luojiang District, Deyang City [1][2] - The project was publicly announced on August 13, 2025, indicating the company's active participation in government contracts [2] - Sichuan Jiuyuan Yinhai Software Co., Ltd. has made investments in 20 enterprises and participated in 6,885 bidding projects, showcasing its extensive involvement in the industry [1] Group 2 - The company holds 92 trademark registrations, 38 patents, and 1,299 copyright registrations, reflecting its strong intellectual property portfolio [1] - Additionally, the company possesses 6 administrative licenses, which may enhance its operational capabilities [1]

Core Viewpoint - The company, Jiuyuan Yinhai, is focusing on strategic directions in healthcare insurance, digital governance, and smart cities, leveraging advanced technologies to enhance public services and support national governance modernization efforts [2]. Group 1: Company Performance - As of August 15, Jiuyuan Yinhai's stock closed at 20.16 yuan, reflecting a 2.02% increase, with a rolling PE ratio of 109.08 times and a total market capitalization of 8.23 billion yuan [1]. - The latest quarterly report for Q1 2025 shows the company achieved a revenue of 208 million yuan, representing a year-on-year growth of 6.25%, and a net profit of 14.90 million yuan, with a year-on-year increase of 17.18% and a gross margin of 45.26% [3]. Group 2: Industry Comparison - The average PE ratio for the internet services industry is 75.98 times, with a median of 86.69 times, positioning Jiuyuan Yinhai at 109th place within the industry [1][3]. - The company’s PE ratio is significantly higher than the industry average, indicating a premium valuation compared to its peers [3]. Group 3: Company Recognition and Achievements - Jiuyuan Yinhai has been recognized as a national high-tech enterprise and has received multiple awards, including being listed among China's top 100 growing companies and various provincial and national accolades for innovation and competitiveness [2]. - The company’s products have also received several honors, including awards from the China Light Industry Federation and recognition as a national specialized and innovative small giant enterprise [2].

格隆汇8月15日丨久远银海(002777.SZ)在互动平台表示，公司定位于智慧民生服务商，主要业务聚焦医 疗医保、数字政务、智慧城市三大战略方向，同时，公司也为军工院所提供基于自主可控环境的信息化 建设与运维服务。 ...

Group 1 - China Everbright Bank Jinan Branch announced the procurement results for the development and operation service provider of the provident fund business system [1] - The procurement was awarded to Sichuan Jiuyuan Yinhai Software Co., Ltd. and Zibo Sichuang Information Technology Co., Ltd. with winning amounts of 449,500 and 49,800 respectively [2] - The announcement was published on August 12, 2025, and is part of a broader investment strategy where China Everbright Bank has invested in 64 companies and participated in 9,575 bidding projects [1] Group 2 - The bank holds significant intellectual property assets, including 339 trademark registrations, 331 patents, and 2,094 copyrights, along with 67 administrative licenses [1]

Group 1 - The core business of the company focuses on three strategic directions: medical insurance, digital governance, and smart cities, utilizing technologies such as big data, cloud computing, blockchain, artificial intelligence, and mobile internet to empower people's livelihoods and support national governance modernization [2] - The company has been recognized as a national high-tech enterprise and has received multiple awards, including being listed among China's top 100 growing listed companies and various provincial and national rankings for innovation and competitiveness [2] - In the latest financial report for Q1 2025, the company achieved an operating income of 208 million yuan, a year-on-year increase of 6.25%, and a net profit of 14.90 million yuan, a year-on-year increase of 17.18%, with a gross profit margin of 45.26% [3] Group 2 - The company's current rolling price-to-earnings (PE) ratio is 106.92, significantly higher than the industry average of 74.70 and the industry median of 86.03, ranking it 109th in the internet services sector [1][3] - The total market capitalization of the company is 8.067 billion yuan, with a net outflow of main funds amounting to 27.64 million yuan on August 14, indicating a trend of capital outflow over the past five days totaling 58.11 million yuan [1]

Group 1 - The core index of the China Securities Internet Medical Theme Index (CS Mutual Medical, 930720) rose by 0.25% to 2762.05 points, with a trading volume of 8.387 billion yuan [1] - The CS Mutual Medical Index has increased by 3.77% over the past month, 4.28% over the past three months, and 16.80% year-to-date [1] - The index reflects the overall performance of representative companies providing hardware, software, or services for medical information and intelligence [1] Group 2 - The top ten holdings of the CS Mutual Medical Index include Lepu Medical (6.7%), Jiahe Meikang (5.83%), Haier Biomedical (5.52%), Jiuyuan Yinhai (5.46%), Yaoyigou (5.1%), Weining Health (5.06%), Aier Eye Hospital (5.04%), Sichuang Medical (5.0%), Donghua Software (4.95%), and Daclin (4.92%) [1] - The market share of the CS Mutual Medical Index holdings is 55.77% from the Shenzhen Stock Exchange and 44.23% from the Shanghai Stock Exchange [1] - The industry composition of the index holdings shows that 64.12% is in pharmaceuticals and healthcare, 30.88% in information technology, and 5.00% in communication services [1] Group 3 - The index samples are adjusted quarterly, with adjustments implemented on the next trading day following the second Friday of March, June, September, and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made under special circumstances [2] Group 4 - Public funds tracking the CS Mutual Medical Index include Huatai-PineBridge China Securities Internet Medical A and Huatai-PineBridge China Securities Internet Medical C [3]

Core Viewpoint - The company Jiuyuan Yinhai (002777) is actively investing in AI technology, focusing on applications in various sectors such as healthcare, digital governance, and smart cities, leveraging its proprietary "Wen Yu" industry model and intelligent application development platform [1] Group 1: Company Performance - As of August 12, 2025, Jiuyuan Yinhai's stock closed at 19.99 yuan, down 2.87%, with a turnover rate of 5.38%, a trading volume of 217,500 shares, and a transaction value of 438 million yuan [1] - On the same day, the company experienced a net outflow of 57.08 million yuan from institutional investors and a net outflow of 9.72 million yuan from speculative investors, while retail investors showed a net inflow of 66.80 million yuan [1] Group 2: AI Technology and Applications - The company has been focusing on AI technology innovation and practice for many years, increasing investment in large models across various industries [1] - In the governance sector, Jiuyuan Yinhai is developing intelligent applications such as smart customer service, smart processing, and smart supervision to enhance service innovation and decision-making [1] - In healthcare, the company is integrating its "Medical AI Knowledge Base" to manage the entire process of diagnosis, enhancing smart medical services and management [1] - In the smart city domain, Jiuyuan Yinhai is creating products like urban intelligent hubs to improve urban governance systems and capabilities [1]