智通财经7月2日电，工信部数据显示，2025年前5个月，我国软件业务收入55788亿元，同比增长 11.2%。利润总额增速保持两位数增长。前5个月，软件业利润总额6721亿元，同比增长12.8%。软件业 务出口保持正增长。前5个月，软件业务出口227.1亿美元，同比增长3.3%。前5个月，信息技术服务收 入38096亿元，同比增长12.0%，占全行业收入的68.3%。其中，云计算、大数据服务共实现收入5855亿 元，同比增长11.2%，占信息技术服务收入的15.4%；集成电路设计收入1516亿元，同比增长15.2%；电 子商务平台技术服务收入4355亿元，同比增长7.8%。 工信部：前5个月我国软件业务收入55788亿元 同比增长11.2% ...

5月30日，工信部公布2025年1—4月份软件业运行情况。2025年前4个月，我国软件和信息技术服务业 （以下简称"软件业"）运行态势良好，软件业务收入稳健增长，利润总额保持两位数增长，软件业务出 口稳定增长。 嵌入式系统软件收入增势回落。前4个月，嵌入式系统软件收入3634亿元，同比增长8.9%。 三、分地区运行情况 前4个月，东部地区、中部地区、西部地区和东北地区分别同比增长10.7%、11.3%、10.9%和10.9%。东 部地区占全国软件业务总收入的84.0%。京津冀地区软件业务收入同比增长11.9%，长三角地区软件业 务收入同比增长10.8%。北京、广东、江苏、山东、上海软件业务收入居全国前5，同比分别增长 12.0%、8.6%、11.1%、11.9%和14.0%。 二、分领域运行情况 软件产品收入稳定增长。前4个月，软件产品收入9933亿元，同比增长9.6%，占全行业收入的比重为 23.3%。其中，基础软件收入536亿元，同比增长8.6%；工业软件产品收入913亿元，同比增长6.3%。 信息技术服务收入保持两位数增长。前4个月，信息技术服务收入28415亿元，同比增长11.5%，占全行 业收入的6 ...

Financial Data and Key Metrics Changes - Fortive reported adjusted earnings per share of $0.85, which is in line with expectations, reflecting a 2% year-over-year growth [5][14] - Core revenue declined by 2% year-over-year, slightly below expectations, with total revenue down 3% due to foreign exchange headwinds [13][14] - Adjusted operating profit was $373 million, with adjusted operating margin expansion of 20 basis points [14] - Adjusted free cash flow was better than expected at $222 million, with a 7% increase in six-month growth [14][27] Business Line Data and Key Metrics Changes - Intelligent Operating Solutions (IOS) segment grew core revenues by 2%, while Advanced Healthcare Solutions (AHS) grew by 2.5% [16][18] - Precision Technologies (PT) segment experienced an 8.4% core revenue decline, driven by lower orders in Test and Measurement and shipment delays in Sensors and Safety Systems [13][20] - IOS segment adjusted operating margins expanded by 150 basis points, while AHS saw a 70 basis point contraction in adjusted operating margins [17][19] Market Data and Key Metrics Changes - North America showed stable industrial demand, while Europe and China faced a more challenging macro environment [16] - The company expects China to be down high single digits for the year, reflecting increased challenges [126] - Overall, North America is anticipated to remain the strongest market for Fortive [125] Company Strategy and Development Direction - Fortive is focusing on enhancing supply chain resilience, having reduced exposure to imports from China by 70% since 2018 [7][23] - The company is targeting the completion of its separation by the end of the second quarter, which is expected to unlock shareholder value [30][32] - Fortive aims to increase its recurring revenue mix from approximately 40% to roughly 50% post-separation [30] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a more dynamic macro environment and moderating demand in PT, with expectations for a modest improvement in the segment [7][28] - The company is implementing countermeasures to mitigate tariff impacts, estimating a gross tariff impact of $190 million to $220 million [24][27] - Management remains confident in the ability to navigate current challenges and deliver best-in-class net working capital performance [27][30] Other Important Information - The company announced the appointment of a new CFO, Mark Okerstrom, who is expected to drive additional shareholder value [8][10] - Fortive's strategic approach includes pricing adjustments and optimizing sourcing and logistics to mitigate tariff impacts [25][26] Q&A Session Summary Question: Clarification on localizing production - Management indicated that localizing production involves accelerating existing plans rather than building new capacity in the U.S. [41][42] Question: Insights on Test and Measurement decline - The decline was attributed to customers delaying orders due to increased policy and macro uncertainty, with expectations for recovery pushed to 2026 [44][46] Question: Volatility in Test and Measurement industry - The volatility is linked to the sector's exposure to R&D investments, which customers can delay amid economic uncertainty [53][55] Question: Clarification on tariff impacts - Management clarified that the estimated tariff impact for 2025 is around $200 million, with plans to offset about 80% of it [82][90] Question: Expectations for North America and Western Europe - North America is expected to perform well, while China is anticipated to face challenges, with a projected decline in revenue [125][126]