格隆汇8月29日丨中望软件(688083.SH)发布中报，2025上半年实现营业总收入3.34亿元，同比增长 8.24%；归属母公司股东净利润-5240.59万元，上年同期净利润为597.62万元；基本每股收益为-0.31元。 ...

Core Insights - The company reported a revenue of 760 million yuan for the first half of 2025, marking a year-on-year growth of 7.77%, but experienced a net loss of 52.81 million yuan, indicating a shift from profit to loss compared to the previous year [1][3][6] Revenue Performance - The company achieved a revenue of 760 million yuan in H1 2025, with a growth rate of 7.77% compared to the previous year, and the second quarter revenue was 380 million yuan, remaining stable from Q1 and growing by 9.53% year-on-year [2] - Video creative revenue reached 512 million yuan, up 11.15% year-on-year, while practical tools revenue grew by 20.83% to 145 million yuan [2] - Mobile product revenue more than doubled year-on-year, accounting for over 20% of total revenue, and AI-native application revenue exceeded 60 million yuan, with both paid user numbers and revenue doubling year-on-year [2] Profitability and Expenses - The company reported a net loss of 52.81 million yuan and a non-GAAP net loss of 64.53 million yuan in H1 2025, both reflecting a transition from profit to loss [3] - The total expense ratio increased by 9.99 percentage points to 100.87%, primarily due to a rise in sales expense ratio by 9.09 percentage points to 60.80% amid intensified market competition and increased costs [3] - R&D expense ratio decreased by 1.96 percentage points to 27.66%, with R&D investment reaching 233 million yuan, up 11.66% year-on-year [3] Product Development and Market Position - The company's core product, Filmora, underwent significant updates, achieving over 40% penetration of AI features on desktop, and mobile revenue grew over 100% [4] - The company is actively participating in the HarmonyOS ecosystem, with several products pre-installed on HarmonyOS computers, enhancing integration with AI capabilities [4] - The launch of the Wankin Tianmu 2.0 multimedia model improved performance by approximately 90% compared to its predecessor, offering a comprehensive solution for audio and video creation [5] Future Outlook - The company maintains its profit forecast, expecting net profits of 68 million yuan, 94 million yuan, and 137 million yuan for 2025-2027, with corresponding EPS of 0.35 yuan, 0.49 yuan, and 0.71 yuan [6] - The rapid growth in mobile product revenue and AI application revenue indicates a strong potential for future business expansion [6]

Core Viewpoint - The company reported significant revenue and profit growth in the first half of 2025, driven by strong downstream demand and improved market positioning [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 523 million yuan, a year-on-year increase of 48.65% [1]. - The net profit attributable to shareholders reached 205 million yuan, reflecting a year-on-year growth of 98.36% [1]. - The non-deductible net profit was 189 million yuan, with a year-on-year increase of 98.14% [1]. - In Q2 2025, revenue was 265 million yuan, up 42.44% year-on-year [1]. - The net profit attributable to shareholders in Q2 was 107 million yuan, a year-on-year increase of 124.08% [1]. Market Dynamics - Strong downstream demand and optimized market layout contributed to significant improvements in net profit margins [2]. - The company experienced revenue growth across various sectors, including government, energy, finance, transportation, IT, telecommunications, and manufacturing [2]. - The gross profit margin for the first half of 2025 was 96.22%, a decrease of 0.93 percentage points compared to the previous year, primarily due to a higher proportion of lower-margin services [2]. - The net profit margin reached 38.69%, an increase of 10.08 percentage points year-on-year, attributed to improved sales and management efficiency [2]. Product Development - The company has been continuously iterating its database products, focusing on multi-modal integration and application scenarios [3]. - Significant upgrades were made to the SQLark database, with the release of versions 3.5 and 3.6, enhancing features such as data filtering and index migration strategies [3]. - The company successfully won a major procurement bid from the State Grid, achieving over 98% of the bid for digital project software [3]. - The deployment of the distributed database in key financial business scenarios marks a significant advancement for domestic database solutions [3]. Investment Outlook - As a leading domestic database provider, the company is expected to benefit from ongoing government and industry initiatives [4]. - Earnings per share (EPS) forecasts for 2025-2027 are projected at 4.27, 5.59, and 7.23 respectively, with corresponding price-to-earnings (PE) ratios of 60.71, 46.37, and 35.85 [4].

Company Overview - Jiuqi Software (SZ 002279) announced its 2025 semi-annual report during the 21st meeting of the 8th Board of Directors held on August 28, 2025 [1] - The company's revenue composition for the first half of 2025 is as follows: Mobile Internet accounts for 61.55%, E-Government accounts for 21.3%, Group Management accounts for 16.68%, and Other Businesses account for 0.47% [1] Industry Insights - The domestic A-class car exhibition, featuring nearly 120 brands and 1600 vehicles, is set to reshape the market landscape for new energy vehicles in the southwest region [1]

Group 1 - The company Dahua Intelligent announced a credit impairment provision of 1.517 million and an asset impairment provision of 1.3458 million, which will reduce the net profit attributable to the parent company by 2.682 million for the first half of 2025 [1] - For the first half of 2025, Dahua Intelligent's revenue composition is as follows: 81.1% from electronic component manufacturing, 15.45% from software, and 3.45% from other sources [1]

Group 1 - Dahua Intelligent announced a guarantee of up to 30 million yuan for its wholly-owned subsidiary Shenzhen Jinrui Xian Dongguan Branch to support its production operations and working capital needs [1] - After this guarantee, the total guarantee amount for the company and its subsidiaries reaches 1.78 billion yuan, which is 430.27% of the audited net assets attributable to the parent company (approximately 414 million yuan) as of December 31, 2024 [1] - As of August 28, 2025, the total external guarantee balance of the company and its subsidiaries is approximately 510 million yuan, accounting for 123.23% of the audited net assets attributable to the parent company [1] Group 2 - In the first half of 2025, Dahua Intelligent's revenue composition is as follows: 81.1% from electronic component manufacturing, 15.45% from software, and 3.45% from other sources [1]

Core Viewpoint - Autodesk (ADSK.US) shares rose over 7%, reaching a new high for the year at $309.50 following the release of its Q2 FY2026 financial results, which exceeded analyst expectations [1] Financial Performance - The company reported a 17% year-over-year revenue increase to $1.763 billion [1] - Adjusted earnings per share (EPS) were $2.62, surpassing analyst forecasts [1] Future Guidance - Autodesk raised its revenue forecast for FY2026 to between $7.025 billion and $7.075 billion [1] - The adjusted EPS expectation was also increased to a range of $9.80 to $9.98 [1]

Core Viewpoint - Autodesk (ADSK.US) shares rose over 7%, reaching a new high for the year at $309.50 following the release of its Q2 fiscal 2026 earnings report, which exceeded analyst expectations [1] Financial Performance - The company reported a 17% year-over-year revenue increase to $1.763 billion [1] - Adjusted earnings per share (EPS) were $2.62, surpassing analyst forecasts [1] Future Guidance - Autodesk raised its fiscal 2026 revenue forecast to between $7.025 billion and $7.075 billion [1] - The adjusted EPS guidance was also increased to a range of $9.80 to $9.98 [1]

北京商报讯（记者魏蔚）8月29日，中望软件发布的2025年上半年财报显示，营收3.34亿元，同比增长 8.24%，净亏损5240.59万元，同比扭亏。中望软件是一家主要从事 CAD/CAM/CAE 等研发设计类工业 软件的研发、推广与销售业务的企业，按业务分，标准通用软件类业务给中望软件贡献了3.18亿元营 收，外购软硬件业务营收219.51万元；定制软件和技术服务营收分别是439.88万元和818.02万元。 （文章来源：北京商报） ...

? 报备文件 （一）经与会董事和记录人签字确认并加盖董事会印章的股东会决议； （二）经见证的律师事务所主任签字并加盖公章的法律意见书； （三）本所要求的其他文件。 特此公告。 广州中望龙腾软件股份有限公司董事会 | 证券代码：688083 证券简称：中望软件 公告编号：2025-055 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 广州中望龙腾软件股份有限公司 | | | | | | | | 本公司董事会及全体董事保证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： | | | | | | | | 本次会议是否有被否决议案：无 | ? | | | | | | | 会议召开和出席情况 | 一、 | | | | | | | 股东会召开的时间：2025 29 日 | （一） | 年 8 月 | | | | | | 股东会召开的地点：广州中望龙腾软件股份有限公司会议室（广州市天 | （二） | | | | | ...