Core Insights - Fujian Bosi Software Co., Ltd. conducted an online meeting with over 60 institutions, discussing AI applications in smart healthcare, smart finance, electronic voucher business progress, AI application advantages, and corporate tax management exploration [1] Group 1: AI Applications in Smart Healthcare and Finance - The company has developed a "Smart Financial Digital Management Platform" for healthcare, leveraging its self-developed Kun Yuan Wan Xiang model, which empowers various stakeholders including medical staff, finance departments, hospital decision-makers, and patients [2] - In the smart finance sector, the company launched the Bozhi Xing series products based on the Kun Yuan Wan Xiang model, enhancing multi-dimensional deep analysis and accuracy through a core knowledge and rules database, with applications already in several provinces [2] Group 2: Electronic Voucher Business Development - In the first half of this year, the company actively expanded its electronic voucher business, creating a platform for intelligent service of electronic vouchers in public expenditure, achieving full-process digital flow [3] - The company has provided comprehensive electronic voucher solutions to nearly 200 hospitals, promoting benchmark scenarios in over 20 regions [3] Group 3: Advantages Supporting AI Application Development - The company possesses three key advantages for AI application development: a data ecosystem that builds core model capabilities, professional knowledge in finance and taxation, and a complete growth system that accelerates productization [4] Group 4: Corporate Tax Management Business Exploration - The company introduced the Le Xiang Zhi Shui intelligent tax management platform for medium to large enterprises, which integrates advanced technology and offers a standardized delivery system, gaining recognition from corporate clients [5] - The company plans to launch a series of intelligent tax products in the second half of the year to enhance its core competitiveness [5]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Zhongke Jiangnan, a leading provider of smart finance and digital government solutions in China [1][2] - As of August 15, Zhongke Jiangnan's stock closed at 26.0 yuan, with a rolling PE ratio of 126.87, marking a new low in 15 days, and a total market capitalization of 9.174 billion yuan [1] - The company ranks 150th in the software development industry, which has an average PE ratio of 133.30 and a median of 90.55 [1][2] Group 2 - For the first quarter of 2025, Zhongke Jiangnan reported an operating income of 86.5372 million yuan, a year-on-year decrease of 34.20%, and a net loss of approximately 45.735 million yuan, reflecting a year-on-year decline of 235.94% [2] - The company's gross profit margin stands at 47.22% [2] - Zhongke Jiangnan holds four invention patents and 23 software copyright registrations, maintaining a technological edge with various certifications in data management and software service delivery [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Zhongke Jiangnan, a leading provider of smart finance and digital government solutions in China [1][2] - As of August 7, the company's stock price closed at 25.47 yuan, with a rolling PE ratio of 124.28 times and a total market capitalization of 8.987 billion yuan [1] - The software development industry has an average PE ratio of 126.43 times, with Zhongke Jiangnan ranking 150th in the industry [1] - The company reported a significant decline in revenue for Q1 2025, achieving 86.5372 million yuan, a year-on-year decrease of 34.20%, and a net loss of approximately 45.735 million yuan, a year-on-year decline of 235.94% [2] - The company's gross profit margin stands at 47.22% [2] Group 2 - Zhongke Jiangnan holds several certifications, including a Level 3 DCMM data management capability maturity certificate and a Level 1 software service provider delivery capability certificate, indicating its technological leadership [1] - The company has participated in national competitions, winning awards for its blockchain and privacy computing applications in healthcare data security [1]

Core Insights - Ulanhot City in Inner Mongolia reported a non-tax revenue of 113 million yuan in the first half of 2025, an increase of 10 million yuan year-on-year [1] Group 1: Digital Empowerment and Payment Channels - The local government has implemented electronic reform for financial receipts, promoting full online management of electronic receipts through the Inner Mongolia Autonomous Region's financial electronic receipt management system, enhancing transparency and management efficiency of non-tax revenue [1] - A total of 47 units have joined the "Unified Public Payment Platform of Inner Mongolia Autonomous Region," allowing citizens to pay various fees, such as fines and property registration fees, via WeChat and Alipay, facilitating a more convenient payment process [1] Group 2: Communication and Coordination - Ulanhot City has strengthened communication with higher authorities and collection units to address issues related to policy execution and revenue collection management, creating an efficient working atmosphere to improve non-tax revenue collection efficiency [1] - The city plans to further develop smart financial management and expand the application of "Internet + non-tax services" to enhance management efficiency and service quality, supporting high-quality economic and social development [1]

Group 1 - The company's stock closed at 26.71 yuan, up 2.85%, with a rolling PE ratio of 130.33, marking a new low in 12 days, and a total market value of 9.425 billion yuan [1] - The average PE ratio for the software development industry is 117.72, with a median of 85.00, placing the company at 153rd in the industry ranking [1] - As of June 30, 2025, the company had 24,754 shareholders, an increase of 2,044 from the previous count, with an average holding value of 352,800 yuan and an average holding of 27,600 shares per shareholder [1] Group 2 - In the first quarter of 2025, the company reported revenue of 86.5372 million yuan, a year-on-year decrease of 34.20%, and a net loss of approximately 45.735 million yuan, a year-on-year decline of 235.94%, with a gross profit margin of 47.22% [2] - The company holds 4 invention patents and 23 software copyright registrations, and has obtained various certifications, maintaining a technological lead in the industry [1] - The company participated in the 2024 National Smart Medical Insurance Competition, winning third place for its application based on blockchain and privacy computing for medical insurance data security, and received an excellence award for its blockchain application case for national medical insurance electronic invoices [1]

Group 1 - The company Zhongke Jiangnan closed at 25.32 yuan on July 4, with a 1.24% increase, resulting in a rolling PE ratio of 123.55 times and a total market value of 8.934 billion yuan [1] - In the software development industry, the average PE ratio is 117.77 times, with a median of 85.67 times, placing Zhongke Jiangnan at the 152nd position [1] - As of the first quarter of 2025, nine institutions hold shares in Zhongke Jiangnan, with a total of 90.8626 million shares valued at 2.4 billion yuan [1] Group 2 - For the first quarter of 2025, the company reported operating revenue of 86.5372 million yuan, a year-on-year decrease of 34.20%, and a net loss of approximately 45.735 million yuan, a year-on-year decline of 235.94% [2] - The company's gross profit margin stands at 47.22% [2] - Zhongke Jiangnan has achieved several certifications, including a level 3 DCMM data management capability maturity certificate and a level 1 software service provider delivery capability certificate, maintaining its technological leadership [1]

截至2025年一季报，共有9家机构持仓中科江南，其中其他4家、基金3家、保险2家，合计持股数 9086.26万股，持股市值24.00亿元。 北京中科江南信息技术股份有限公司是国内领先的智慧财政和数字政务综合解决方案服务商。公司的主 要产品是支付电子化、智慧财政、政企数智化。公司获得发明专利4件、计算机软件著作权登记23项， 取得DCMM数据管理能力成熟度等级证书（三级）、数据安全能力成熟度等级证书（二级）、软件服 务商交付能力证书（一级）、信息系统建设和服务能力等级证书（CS3）等资质，保持技术领先。报告 期内，公司参加国家医保局组织的2024全国智慧医保大赛，《基于区块链及隐私计算的医保数据安全应 用》获三等奖，《全国医保电子票据区块链应用案例》获优秀奖。 最新一期业绩显示，2025年一季报，公司实现营业收入8653.72万元，同比-34.20%；净利 润-45735489.38元，同比-235.94%，销售毛利率47.22%。 6月16日，中科江南今日收盘25.8元，上涨5.35%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到125.89倍，创48天以来新低，总市值91.04亿元。 从行业 ...

股东方面，截至2025年4月10日，中科江南股东户数22943户，较上次减少321户，户均持股市值35.28万 元，户均持股数量2.76万股。 4月24日，中科江南今日收盘24.04元，下跌5.06%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到80.55倍，总市值84.12亿元。 从行业市盈率排名来看，公司所处的软件开发行业市盈率平均117.48倍，行业中值77.77倍，中科江南排 名第139位。 最新一期业绩显示，2024年年报，公司实现营业收入8.25亿元，同比-31.71%；净利润1.04亿元，同 比-65.14%，销售毛利率59.74%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)139中科江南80.5580.554.8084.12亿行业平均 117.48122.897.53110.08亿行业中值77.7779.073.6951.55亿1国新健康-4675.47-128.527.38102.55亿2拓维信 息-2076.44772.7013.39347.43亿3观想科技-1760.98-1643.694.2934.27亿4安硕信息-927.75- 140.8217.476 ...