软件和信息技术服务业

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“数据资源”入表再提速:上半年119家上市公司入账28亿
Sou Hu Cai Jing· 2025-09-02 06:27
随着2025年8月31 日上市公司半年报披露工作圆满收官,数据资源入表这一数字经济领域的关键变革,正以超乎预期的速度实现提速扩围。 企业预警通最新统计数据显示,在这半年报季,多达119 家上市公司已将数据资源纳入财务报表体系,入表总规模一举突破28亿元大关。 从会计科目分布来看,数据资源的分布呈现出鲜明特点。无形资产科目以 17.9 亿元的入表规模独占鳌头,占比约达 64%,成为企业数据资源最为核心的承 载主体;开发支出科目位列第二,合计规模约 9.2 亿元,占比约 33%;相较之下,存货科目入表规模仅约 0.93 亿元,占比仅3%。 行业格局方面,数据资源入表的覆盖范围正不断拓展,已延伸至多达 35 个行业类别,充分展现出数据要素的广泛渗透性与强大赋能效应。其中,电信运营 商凭借深厚的数据积累与领先的数据处理能力,在数据资源入表进程中一马当先。中国移动、中国电信、中国联通三大行业巨头,数据资产总规模雄踞前三 甲,分别为 7.74 亿元、4.33 亿元和 3.96 亿元,三家合计达 16 亿元,入表规模占比超全行业半壁江山,且较 2024 年年报披露数据增长17%。与此同时,软 件和信息技术服务业、互联网信息 ...
工信部:前7个月我国软件业务收入83246亿元 同比增长12.3%
Zhong Guo Xin Wen Wang· 2025-09-02 06:15
Core Insights - The software and information technology service industry in China has shown a positive operational trend in the first seven months of 2025, with significant growth in revenue, profit, and exports [1][2]. Overall Performance - Software business revenue reached 83,246 billion yuan, marking a year-on-year increase of 12.3% [2]. - Total profit for the software industry was 10,890 billion yuan, reflecting a year-on-year growth of 12.4% [2]. - Software business exports amounted to 33.98 billion USD, with a year-on-year increase of 5.2% [2]. Sector Performance - Software product revenue grew steadily, reaching 18,011 billion yuan, a year-on-year increase of 10.6%, accounting for 21.6% of total industry revenue [3]. - Revenue from information technology services maintained double-digit growth, totaling 57,246 billion yuan, with a year-on-year increase of 13.4%, representing 68.8% of total industry revenue [3]. - Cloud computing and big data services generated 8,663 billion yuan, growing by 12.6% year-on-year, making up 15.1% of information technology service revenue [3]. - Integrated circuit design revenue increased by 18.5% year-on-year to 2,511 billion yuan [3]. - E-commerce platform technology service revenue reached 7,156 billion yuan, with a year-on-year growth of 9.8% [3]. - Information security product and service revenue was 1,181 billion yuan, reflecting a year-on-year increase of 6.2% [3]. - Embedded system software revenue grew by 8.5% year-on-year to 6,809 billion yuan [3]. Regional Performance - Software business revenue in the eastern, central, western, and northeastern regions grew by 12.6%, 12.3%, 10.4%, and 9.3% year-on-year, respectively [4]. - The eastern region accounted for 84.3% of the total software business revenue in the country [4]. - The Beijing-Tianjin-Hebei region saw a year-on-year revenue growth of 13.2%, while the Yangtze River Delta region experienced a growth of 14.7% [4]. - The top five provinces in software business revenue were Beijing, Guangdong, Jiangsu, Shandong, and Shanghai, with year-on-year growth rates of 13.4%, 9.1%, 14.4%, 11.8%, and 20.1%, respectively [4].
工信部:前7个月我国软件业利润总额10890亿元 同比增长12.4%
Zheng Quan Shi Bao Wang· 2025-09-02 05:45
人民财讯9月2日电,工信部发布2025年1—7月份软件业运行情况。2025年前7个月,我国软件和信息技 术服务业(简称"软件业")运行态势良好,软件业务收入、利润总额稳健增长,软件业务出口保持正增 长。前7个月,我国软件业务收入83246亿元,同比增长12.3%。软件业利润总额10890亿元,同比增长 12.4%。软件业务出口339.8亿美元,同比增长5.2%。 ...
2025年数商云跨境电商系统报价全解密:功能模块与隐性成本深度透视
Sou Hu Cai Jing· 2025-09-02 05:10
在RCEP政策红利与全球供应链重构的双重驱动下,中国跨境电商出口规模预计突破2.15万亿元,但行业平均利润率却从2023年的18%降至 12%。这一矛盾背后,是传统跨境模式在合规成本、技术门槛、用户体验等环节的深层痛点。作为深耕跨境电商领域的技术服务商,数商云凭 借"全链路数字化+智能协同"的技术架构,为全球企业提供从建站、运营到金融、物流的一站式解决方案。本文将深度拆解2025年数商云跨境 电商系统的报价体系,揭示功能模块价值与隐性成本真相,助力企业构建高效、可持续的全球化数字基座。 一、数商云报价体系核心逻辑:从功能模块到价值交付 数商云跨境电商系统的价格区间为15万元至500万元,这一跨度源于企业需求的多样性:从中小企业的基础建站需求,到大型企业的全球化供 应链协同平台,不同功能模块的组合与定制化深度直接影响最终成本。其报价体系遵循三大核心原则: (一)基础功能模块:出海"刚需"的标准化解决方案 基础版系统(15万-50万元)覆盖跨境电商核心流程,适合中小企业快速搭建独立站: 案例验证:长三角某机械制造企业采用基础版系统后,线上交易额占比从10%提升至40%,客户覆盖东南亚、中东、南美等新兴市场,利润率 ...
合肥工大高科信息科技股份有限公司关于召开2025年半年度业绩说明会的公告
Shang Hai Zheng Quan Bao· 2025-09-01 19:48
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688367 证券简称:工大高科 公告编号:2025-025 合肥工大高科信息科技股份有限公司 关于召开2025年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 一、说明会类型 本次投资者说明会以网络文字互动形式召开,公司将针对2025年半年度的经营成果及财务指标的具体情 况与投资者进行互动交流和沟通,在信息披露允许的范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点和方式 ● 会议召开时间:2025年9月10日(星期三)15:00-16:00 ● 会议召开地点:价值在线(www.ir-online.cn) ● 会议召开方式:网络文字互动方式 ● 会议问题征集:投资者可于2025年9月10日前访问网址https://eseb.cn/1qWNaQj0Hf2或使用微信扫描下 方小程序码进行会前提问,公司将通过本次业绩说明会,在信息披露允许范围内就投资者普遍关注的问 题进行回答。 ■ 合肥工大高科信息科技股份有限公司(以下简称"公司" ...
寒武纪股价开盘大跌,暂别A股“股王”宝座,茅台股价微涨
Sou Hu Cai Jing· 2025-09-01 19:42
进一步的数据显示,截至8月28日收盘,寒武纪的股价已高达每股1587.91元,而其滚动市盈率和市净率更是分别高达5117.75倍 和113.98倍,远远超过了同行业软件和信息技术服务业的平均水平。这一对比,无疑加剧了市场对其股价泡沫的担忧。 针对市场上流传的关于公司新产品的种种猜测,寒武纪在公告中明确否认了任何新产品的发布计划,并指出网络上流传的相关 信息均为不实传闻,旨在误导市场。公司呼吁投资者保持理性,切勿轻信谣言,以免遭受不必要的投资损失。 回溯上周,寒武纪股价犹如脱缰野马,一路飙升,成功超越了长期占据A股"股王"宝座的贵州茅台。面对这一突如其来的狂 热,寒武纪迅速发布了股票交易风险提示公告,字里行间透露出对市场狂热情绪的担忧。公告指出,自7月28日至8月28日,短 短一个月内,公司股价暴涨133.86%,远远甩开了同行业公司和各大市场指数的表现。如此剧烈的价格波动,已明显偏离了公 司的基本面,警示投资者需谨慎对待,避免盲目跟风。 在公告中,寒武纪还透露了对未来业绩的初步预测,预计2025年全年营业收入将在50亿至70亿元人民币之间。这一数据虽然彰 显了公司的增长潜力,但似乎并未能平复市场的狂热。 A股 ...
慧辰股份: 2025年第三次临时股东会会议资料
Zheng Quan Zhi Xing· 2025-09-01 16:10
Core Viewpoint - The company is holding its third extraordinary general meeting of shareholders in 2025 to discuss various proposals, including the reappointment of an auditing firm and adjustments to fundraising projects, ensuring compliance with legal and regulatory requirements [1][12]. Meeting Procedures - All attendees must arrive 15 minutes before the meeting to complete registration and present identification documents [2]. - Only authorized personnel, including shareholders and their representatives, company directors, and invited guests, are allowed to enter the meeting venue [2]. - Attendees must maintain order during the meeting, with restrictions on movement and recording [2][4]. - Shareholders have the right to speak, inquire, and vote, but must register in advance and adhere to time limits for their contributions [3][4]. Voting and Proposals - The meeting will utilize a combination of on-site and online voting, with results published in a resolution announcement [7]. - Shareholders must express their opinions on submitted proposals as either in favor, against, or abstaining [3][6]. - The first proposal involves the reappointment of Da Hua Accounting Firm for the 2025 financial report and internal control audit, with a proposed fee of 1.55 million yuan [6][9]. Fundraising Project Adjustments - The company plans to change the name and implementation details of the "AIOT Industry Application Solution Cloud Platform" project, reducing the total investment from 381.79 million yuan to 160.74 million yuan, a decrease of 57.90% [12][18]. - The project will now focus on upgrading data intelligence applications across various industries, expanding beyond the original IoT application scenarios [15][16]. - The timeline for the project to reach operational status has been extended from December 2025 to December 2026 due to the need for phased development across different industry demands [19][20].
杰华特: 中信证券股份有限公司关于杰华特微电子股份有限公司联合投资人共同收购新港海岸(北京)科技有限公司部分股份暨关联交易的核查意见
Zheng Quan Zhi Xing· 2025-09-01 13:08
Transaction Overview - The company plans to jointly acquire 66.2484% of the shares of New Port Coast (Beijing) Technology Co., Ltd. with two investment partners, Xiamen Jianda Xinjie Investment Partnership (Limited Partnership) and Xiamen Huijie Jiaying Enterprise Management Partnership (Limited Partnership) for a total price of 417.9656 million yuan [1][6] - The company will directly and indirectly hold a total of 35.3677% of New Port Coast's shares after the transaction, and will appoint one director to the target company [2][6] Investment Partners - Jianda Partnership was established with a total capital contribution of 25.5 million yuan, with the company contributing 7.59 million yuan, accounting for 29.7647% of the partnership [3][4] - Huijie Partnership has a total capital contribution of 5.002 million yuan, with the company contributing 5 million yuan through Huijie Private Equity Fund [5][6] Board Approval and Regulatory Compliance - The company's board of directors approved the transaction on August 29, 2025, with non-related directors voting in favor [6] - The transaction requires approval from the shareholders' meeting, and related parties will abstain from voting [6] Financial Implications - The transaction constitutes a related party transaction but does not qualify as a major asset restructuring under relevant regulations [6] - The total amount of related party transactions in the past 12 months has exceeded 30 million yuan, which is more than 1% of the company's latest audited total assets or market value [6]
博睿数据: 关于集中竞价减持已回购股份进展公告
Zheng Quan Zhi Xing· 2025-09-01 11:17
证券代码:688229 证券简称:博睿数据 公告编号:2025-034 北京博睿宏远数据科技股份有限公司 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律 责任。 重要内容提示: ? 回购股份的基本情况 公司于 2025 年 7 月 7 日在上海证券交易所网站(http://www.sse.com.cn) 上披露了《关于集中竞价减持已回购股份计划公告》(公告编号:2025-025), 拟自减持已回购股份计划公告披露之日起 15 个交易日后至 2025 年 10 月 27 日, 通过集中竞价交易方式,按市场价格减持不超过 444,000 股的已回购股份,占公 司总股本的 1%。若此期间公司有送股、资本公积金转增股本等导致公司股本数 量变动的情形,公司将对减持数量进行相应调整。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》的相关 规定,公司在采用集中竞价交易方式出售已回购股份期间,应当在每个月的前 3 个交易日内披露截至上月末的出售进展情况。现将有关情况公告如下: 截至 2025 年 8 月 31 日,公 ...
凌志软件:累计回购375万股
Mei Ri Jing Ji Xin Wen· 2025-09-01 09:29
每经AI快讯,凌志软件(SH 688588,收盘价:20.03元)9月1日晚间发布公告称,截至2025年8月31 日,公司通过上海证券交易所交易系统以集中竞价交易方式累计回购公司股份375万股,占公司总股本 约4亿股的比例为0.9375%,回购成交的最高价格为14.75元/股,最低价格为11.66元/股,支付的资金总 额为人民币约4970万元。 2024年1至12月份,凌志软件的营业收入构成为:软件和信息技术服务业占比99.74%,其他业务占比 0.26%。 (记者 张喜威) 截至发稿,凌志软件市值为80亿元。 每经头条(nbdtoutiao)——个人消费贷贴息明日开闸!贷30万元最多可享贴息3000元,一文读懂→ ...