港股晨报 港股回顾 点，跌幅随即扩大至 247 点，低见 23730 点，其后跌幅 一度收窄至仅 20 点，午后大盘走势偏软，尾盘沽压再 度扩大。截至收盘，恒指收报 23831 点，下跌 145 点或 0.61%；国指收报 9656 点，下跌 47 点或 0.49%，大市 成交进一步减至 827.99 亿。港股通录得净流入资金 4.84 亿，其中港股通(沪)净流入 2.83 亿，港股通(深)净 流入 2.01 亿。板块方面，本地地产、软件、5G 概念板 块跌幅靠前；黄金股逆市走强。 周四港股股指宽幅震荡，收盘恒生指数跌 0.29% 报 26752.59 点，恒生科技指数跌 0.66%，恒生中 国企业指数涨 0.07%。大市成交 3868.18 亿港 元。南向资金净买入 30.43 亿港元。医药股大幅 回调，诺诚健华、晶泰控股跌超 10%；半导体产 业链午后显著回落，华虹半导体、中芯国际双双 跌超 6%；有色行业加速冲高，中国黄金国际涨近 10%。 美股市场 1. 美国政府续处於停摆状态，美股周四高开低走。 道指最多挫 330 点，全日收跌 243 点或 0.5%，报 46,358 点。标普 500 指数低收 ...

基础软件筑牢信息安全底座 基础软件是信息系统的"地基"，而中间件作为连接操作系统与应用程序的"信息枢纽"。上世纪90年代， 国内中间件市场几乎被国际巨头垄断，一部分企业早早嗅到了自主研发的必要性，中创软件就是其中之 一。 "1998年，中创软件就看好未来基础软件市场趋势，与国内一流高校院所进行合作，开启基础软件中间 件研发。"中创软件商用中间件股份有限公司总经理高隆林说。如今，中创软件已成长为国内领先的基 础软件服务商，2024年成功登陆科创板。截至目前，公司已授权国家发明专利168项，积极参与Jakarta EE国际规范制定工作，牵头或作为主要单位制定国家标准19项。 在行业应用中，中创软件的成果屡见不鲜：能源领域，某大型电网企业规模化部署中创系列中间件产 品，打造全栈自主可控云平台，可稳定支撑千万级用户的流量洪峰；金融领域，某大型商业银行在半年 内完成几千套中间件的迁移部署与上线，实现金融业务系统的平滑迁移。其研发的"全域互联协同平 台"更成为党政数字化关键基础设施，实现跨层级、跨地域、跨系统、跨部门、跨业务的"五跨协同"， 实现每周三万多件的交换量，改变人工传递模式，大幅提升效率、降低成本，荣获"山东省 ...

Core Insights - The article highlights the emergence of the software and gaming industry in Guangzhou's Keyun Road area, which has become a hub for over 20 well-known gaming companies and is referred to as the "Huangpu Military Academy" of China's gaming industry [1][2] - The establishment of the "Keyun Bay" software talent home aims to support the software industry and enhance talent services in the region, contributing to the high-quality development of Tianhe District [2][3] Group 1: Industry Development - Keyun Road has produced a significant number of gaming industry leaders, with over 75% of gaming company founders or executives originating from this area [1] - The software industry in Tianhe District is projected to generate over 235 billion yuan in revenue by 2024, ranking fifth among urban districts in China [2] - The digital cultural and creative industry in the region has surpassed 111.6 billion yuan, forming a comprehensive industry chain from research and development to international expansion [2] Group 2: Talent and Policy Initiatives - The "Keyun Bay" software talent home is part of a broader initiative to create a supportive environment for software talent, enhancing the integration of talent and industry [2][3] - Tianhe District has introduced the "12126" modern industrial system, which includes software and internet industries as strategic emerging sectors [3] - The district plans to invest 500 million yuan over three years to support talent and industry development through targeted policies [3] Group 3: Community and Service Enhancements - The "Keyun Bay" initiative aims to create a "harbor-style" service matrix that addresses the comprehensive needs of talent in areas such as living, working, and personal development [3][4] - Activities like the "Keyun Road Spirit Citywalk" are designed to promote local culture and community engagement, enhancing the area's appeal [4]

Group 1 - The core point of the article is that Suochen Technology (688507.SH) plans to acquire 60% equity of Likong Technology from 10 shareholders, marking a significant asset restructuring with a transaction price of 192 million yuan [1] - The acquisition will allow Suochen Technology to enhance its capabilities in providing comprehensive lifecycle solutions from research and design to production manufacturing [1] - Likong Technology has over 20 years of experience in the SCADA software field, contributing to the digital and intelligent transformation of key manufacturing sectors [1] Group 2 - The acquisition is expected to drive innovation breakthroughs in physical AI and contribute to the high-quality development of China's industrial software sector [1] - The transaction will result in Likong Technology becoming a secondary holding subsidiary of Suochen Technology [1] - The deal emphasizes the importance of stable processes, efficient operations, precise control, and safety assurance in intelligent production management systems for manufacturing clients [1]

Core Viewpoint - 华大九天's stock price has shown fluctuations, with a slight increase year-to-date but a notable decline over the past 20 days, indicating potential volatility in investor sentiment and market performance [1][2]. Financial Performance - For the first half of 2025, 华大九天 reported revenue of 5.02 billion yuan, reflecting a year-on-year growth of 13.01%. However, the net profit attributable to shareholders was only 306.79 million yuan, a significant decrease of 91.90% compared to the previous period [2]. - Cumulative cash dividends since the A-share listing amount to 2.44 billion yuan, indicating a commitment to returning value to shareholders [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased by 8.11% to 37,700, while the average number of circulating shares per person increased by 8.82% to 6,948 shares [2]. - The stock experienced a net outflow of 28.04 million yuan in principal funds, with significant selling pressure observed [1]. Company Overview - 华大九天, established on May 26, 2009, and listed on July 29, 2022, specializes in the development and sales of EDA tools for integrated circuit design and manufacturing, with 82.57% of its revenue coming from EDA software sales [1]. - The company operates within the computer software development sector, focusing on vertical application software, and is associated with several concepts including EDA,信创, and advanced packaging [1].

Core Viewpoint - Zhongkong Technology's stock has shown a positive trend with a year-to-date increase of 8.96%, reflecting strong market interest and performance in the automation and smart manufacturing sector [1][2]. Company Overview - Zhongkong Technology Co., Ltd. is based in Hangzhou, Zhejiang Province, and was established on December 7, 1999. It was listed on November 24, 2020. The company specializes in providing automation control systems and solutions for process industries, focusing on enhancing automation, digitalization, and intelligent management in industrial production [1]. Financial Performance - For the first half of 2025, Zhongkong Technology reported a revenue of 3.83 billion yuan, a year-on-year decrease of 9.92%. The net profit attributable to shareholders was 354 million yuan, down 31.46% compared to the previous year [2]. - The company has distributed a total of 1.82 billion yuan in dividends since its A-share listing, with 1.52 billion yuan distributed over the last three years [3]. Stock Market Activity - As of September 29, Zhongkong Technology's stock price was 53.35 yuan per share, with a market capitalization of 42.21 billion yuan. The stock experienced a net inflow of 32.40 million yuan from major funds [1]. - The stock has seen a 5.37% increase over the last five trading days and a 20.54% increase over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 39,900, with an average of 19,609 shares held per shareholder, a decrease of 1.21% from the previous period. Major shareholders include Hong Kong Central Clearing Limited and various ETFs [2][3].

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Core Viewpoint - The article discusses the IPO of an industrial software company in Shanghai, backed by Huawei and BYD, with a former Microsoft employee appointed as chairman [1] Group 1: Company Overview - The industrial software company is positioned to leverage the growing demand for digital transformation in various industries [1] - The involvement of major players like Huawei and BYD indicates strong market confidence and potential for growth [1] Group 2: Leadership and Management - The new chairman, a former Microsoft employee, brings significant experience and expertise in technology and management [1] - This leadership change is expected to enhance the company's strategic direction and operational efficiency [1] Group 3: Market Context - The article highlights the increasing trend of industrial software solutions in China, driven by advancements in technology and the need for automation [1] - The IPO is seen as a reflection of the robust investment climate in the tech sector, particularly in software development [1]

Core Insights - The article highlights the rapid evolution of robotics and AI, emphasizing the transformative role of companies like Jialichuang in the PCB industry, which has become a crucial enabler for innovation and supply chain efficiency [1][3][4]. Company Overview - Jialichuang achieved nearly 8 billion yuan in revenue and 998 million yuan in net profit in 2024, reflecting year-on-year growth of 18.55% and 35.19% respectively, showcasing its significant growth in the PCB sector [2]. - The company specializes in PCB prototyping and small-batch manufacturing, distinguishing itself from larger competitors by focusing on high flexibility and rapid response to customer needs [4][6]. Market Dynamics - The global small-batch PCB market is estimated to be between 7.357 billion and 11.035 billion USD in 2024, with the prototyping market around 3.678 billion USD, indicating a niche yet critical market segment [6]. - Jialichuang's business model addresses the high demands for flexibility and rapid turnaround in prototyping, which is essential for emerging tech companies [7][8]. Technological Advancements - The company has developed proprietary industrial software and intelligent production systems, reducing prototyping costs from thousands to tens of yuan and shortening delivery times from weeks to as little as 12 hours [1][11]. - Jialichuang's digital transformation includes a self-developed ERP system that allows users to place orders via mobile or computer, enhancing efficiency and reducing design and production risks through AI algorithms [8][20]. Industry Impact - Jialichuang serves over 7.1 million engineers globally, processing more than 17.8 million PCB prototyping orders in 2024, which reflects its pivotal role in supporting innovation across various sectors, including robotics and AI [11][24]. - The company has established a closed-loop system that seamlessly connects prototyping and mass production, facilitating the transition of new products from the lab to the market [12][18]. Future Prospects - Jialichuang is expanding its capabilities in high-layer PCBs and has recently launched a 64-layer PCB production line, catering to complex industrial needs [15][18]. - The company is also investing in mechanical services, including 3D printing and CNC processing, to broaden its service offerings and enhance its competitive edge in the market [17][19].

Core Viewpoint - Baosight Software's stock price has experienced a decline of 19.33% year-to-date, with a recent increase of 2.03% on September 24, 2023, indicating potential volatility in the market [1]. Financial Performance - For the first half of 2025, Baosight Software reported a revenue of 4.715 billion yuan, a year-on-year decrease of 30.08%, and a net profit attributable to shareholders of 713 million yuan, down 46.46% compared to the previous year [2]. - Cumulative cash dividends since the A-share listing amount to 10.067 billion yuan, with 5.736 billion yuan distributed over the last three years [3]. Shareholder Information - As of July 31, 2025, the number of Baosight Software shareholders increased to 129,300, a rise of 9.61%, while the average circulating shares per person decreased by 10.50% to 20,430 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 67.0865 million shares, a decrease of 14.7907 million shares from the previous period [3]. Market Activity - On September 24, 2023, Baosight Software's stock traded at 23.12 yuan per share, with a total market capitalization of 66.372 billion yuan and a trading volume of 270 million yuan [1]. - The stock has seen a net inflow of 17.9084 million yuan from major funds, with significant buying and selling activity noted [1].