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2025.04. 23 本文字数：3936，阅读时长大约6分钟 导读 ： GDP增速双提升、主要指标"开门红"、多数指标增速加快，重点行业领域持续回升、就业物价保持稳 定…… 作者 | 第一财经 胥会云 今年一季度，上海实现地区生产总值（GDP）12735.06亿元，按不变价格计算，同比增长5.1%。这 一增速，较上海去年全年和去年一季度的GDP增速，均高出0.1个百分点。 此外，上海一季度信息传输、软件和信息技术服务业增加值同比增长13%，信息服务业营业收入、利 润分别增长13.2%和94.6%，华为海思等高速增长带动集成电路设计行业增长40%以上。 一季度，上海第三产业增加值占上海GDP的比重达到了80.8%。马海倩说，这一基本盘的稳步增长， 是上海经济平稳开局的重要保障。 稳增长，得益于上海优势行业的持续发力。比如，信息传输、软件和信息技术服务业，以及金融业， 一季度增势强劲，对全市GDP增长的贡献率合计超6成。其中，金融业拉动上海GDP增长1.7个百分 点，信息传输、软件和信息技术服务业拉动上海GDP增长1.5个百分点。 GDP增速双提升、主要指标"开门红"、多数指标增速加快，重点行业领域持续回升、就 ...

山西思极科技有限公司，成立于2020年，位于太原市，是一家以从事互联网和相关服务为主的企业。企 业注册资本5000万人民币。通过天眼查大数据分析，山西思极科技有限公司参与招投标项目300次，专 利信息15条，此外企业还拥有行政许可5个。 来源：金融界 金融界2025年4月22日消息，国家知识产权局信息显示，福建亿榕信息技术有限公司、国网信息通信产 业集团有限公司、山西思极科技有限公司取得一项名为"基于人工智能的电力现场作业安全风险预测方 法及系统"的专利，授权公告号 CN119313505B，申请日期为 2024 年 12 月。 天眼查资料显示，福建亿榕信息技术有限公司，成立于2002年，位于福州市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本10500万人民币。通过天眼查大数据分析，福建亿榕信息技术有 限公司参与招投标项目1211次，财产线索方面有商标信息5条，专利信息445条，此外企业还拥有行政许 可7个。 国网信息通信产业集团有限公司，成立于2015年，位于北京市，是一家以从事软件和信息技术服务业为 主的企业。企业注册资本1502231.015155万人民币。通过天眼查大数据分析，国网信息 ...

农业生产形势良好 重要农产品供给稳定 4月2 2日，广东省统计局发布的数据显示，根据地区生产总值统一核算结果， 一季度，广东 实现地区生产总值3 3 5 2 5 . 5 1亿元，按不变价格计算，同比增长4 . 1% ，增速比上年全年提高 0 . 6个百分点。其中，第一产业增加值9 3 4 . 4 5亿元，增长3 . 3%；第二产业增加值1 2 0 0 2 . 5 3亿 元，增长3 . 7%；第三产业增加值2 0 5 8 8 . 5 3亿元，增长4 . 3%。全省经济延续回升向好态势，运 行稳中有进、稳中向好。 一季度，全省农林牧渔业增加值同比增长3 . 8%，增速比上年全年提高0 . 1个百分点。蔬菜及食 用菌产量增长3 . 2%，园林水果产量增长3 . 9%，茶叶产量增长6 . 0%。猪肉产量下降0 . 8%，禽 肉 产 量 下 降 6 . 5% ， 禽 蛋 产 量 增 长 3 . 2% 。 一 季 度 末 ， 生 猪 存 栏 增 长 9 . 8% ， 生 猪 出 栏 增 长 0 . 4%；家禽存栏增长2 . 6%，家禽出栏下降4 . 8%。 工业生产稳步扩张 新动能产业增势良好 一季度，全省规模以上工业增 ...

Core Insights - As of April 18, 2025, Jihong Co., Ltd. (002803) closed at 13.36 yuan, marking a 5.7% increase with a turnover rate of 11.46% and a trading volume of 331,000 lots, amounting to 440 million yuan [1] - The company reported a total revenue of 1.477 billion yuan for Q1 2025, reflecting a year-on-year growth of 11.55%, while net profit attributable to shareholders reached 59.16 million yuan, up 38.21% year-on-year [1] - The company has a current ratio of 1.858, a quick ratio of 1.456, and a debt-to-asset ratio of 35.41% [1] Financial Performance - Total revenue for Q1 2025: 1.477 billion yuan, up 11.55% year-on-year [1] - Net profit for Q1 2025: 59.16 million yuan, up 38.21% year-on-year [1] - Non-recurring net profit: 57.77 million yuan, up 51.04% year-on-year [1] Capital Flow - Main capital inflow for the day was 33.86 million yuan, accounting for 7.69% of the total trading volume [1] - Large orders contributed a net inflow of 19.05 million yuan, representing 4.33% of the total trading volume [1] - Small orders experienced a net outflow of 22.06 million yuan, which is 5.01% of the total trading volume [1] Company Background - Jihong Co., Ltd. was established in 2003 and is located in Xiamen, primarily engaged in software and information technology services [2] - The company has invested in 31 enterprises and participated in 16 bidding projects [2] - It holds 161 trademark registrations and 71 patents, along with 25 administrative licenses [2]

Core Viewpoint - The company faced significant challenges in 2024, resulting in a substantial decline in revenue and net profit, while continuing to pursue strategic investments in emerging business areas and technological integration to maintain competitive advantages [3][49]. Company Overview - The company reported a revenue of 69,920.17 million yuan, a decrease of 24.98% year-on-year, and a net profit attributable to shareholders of -6,083.50 million yuan, down 337.45% year-on-year [3][49]. - The company aims to leverage its "AV+IT+software" integration technology to enhance market expansion and innovation [1][2]. Business Development - The company is focusing on dual-track development of core and emerging businesses, accelerating the implementation of new business models while solidifying its position in key sectors such as government, law, education, enterprise, and finance [2]. - The legal financial technology sector showed rapid growth, with revenue from mediation-related services exceeding 4,500 million yuan, marking an increase of over 220% year-on-year [3][11]. Technological Integration - The company is enhancing its product advantages through the integration of "AV+IT+software" and is investing in R&D to incorporate new technologies such as big data, blockchain, artificial intelligence, and cloud computing into its industry applications [4][10]. - The company is actively participating in the digital transformation of various sectors, including smart governance, legal technology, education, and enterprise solutions [5][6][7]. Industry Context - The software and information technology service industry is experiencing rapid growth, driven by increasing demand for digital transformation across various sectors, supported by government initiatives [20][24]. - The industry is characterized by a low concentration of market players, leading to intense competition, with many companies focusing on specific sectors or client types [25]. Future Outlook - The company is committed to becoming a leader in digital technology by capitalizing on strategic opportunities in digitalization, intelligence, and autonomy [2][10]. - The government is promoting the development of the digital economy, with a focus on artificial intelligence, big data, and cloud computing, which aligns with the company's strategic direction [21][22].

公司代码：688078 公司简称：龙软科技 第一节 重要提示 1、本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到www.sse.com.cn网站仔细阅读年度报告全文。 2、重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本报告第三 节"管理层讨论与分析"。 3、本公司董事会、监事会及董事、监事、高级管理人员保证年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 4、公司全体董事出席董事会会议。 5、中审众环会计师事务所为本公司出具了标准无保留意见的审计报告。 6、公司上市时未盈利且尚未实现盈利 □是 √否 7、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 公司2024年利润分配方案为：拟以2024年12月31日公司总股本7,289.30万股为基数，向全体股东每10股 派发现金红利1.36元(含税)，预计派发现金红利总额为9,913,448元，占公司2024年度合并报表归属上市 公司股东净利润的30.01%，不送红股，不进行资本公积金转增股本，剩余未 ...

Group 1 - The company reported an operating income of 323.39 million yuan, a year-on-year increase of 0.99% [41] - The net profit attributable to the parent company was 32.84 million yuan, a decrease of 41.52% compared to the previous year, primarily due to a reduction in investment income [41] - The total assets of the company at the end of the reporting period were 1.552 billion yuan, a decrease of 5.34% from the beginning of the period [42] Group 2 - The main business of the company includes providing core firmware development and product sales for CPU and computing device manufacturers, supported by cloud service technology [5][6] - The company offers integrated development tools (IDE) and customized software solutions for government and enterprise clients, as well as small software companies [5][11] - The company’s IDE products include SnapDevelop, a low-code tool for rapid development of cloud-native applications, and PowerBuilder, a visual database development environment [8][9][32] Group 3 - The global cloud computing market reached a scale of 586.4 billion USD in 2023, with a growth rate of 19.4% [38] - The cloud computing market in China was valued at 616.5 billion yuan in 2023, growing by 35.5% compared to 2022 [38] - The company’s cloud service business primarily focuses on government and enterprise clients, providing customized software and system development solutions [11][34] Group 4 - The company is positioned as a key player in the BIOS and BMC firmware market, with a focus on the X86 architecture [28][33] - The demand for AI computing power has surged, with the AI computing power market in China expected to reach 19 billion USD in 2024, growing by 36.32% year-on-year [27] - The company has established a competitive advantage in the domestic market for firmware products, particularly in the context of national security and self-sufficiency strategies [33]

Core Viewpoint - Recently, Xindian Software Co., Ltd. released its 2024 annual report, indicating a decline in revenue but an increase in net profit and non-recurring net profit. Financial Performance - In 2024, Xindian Software reported operating revenue of 2.146 billion yuan, a year-on-year decrease of 12.08% [3] - The net profit attributable to shareholders was 204 million yuan, a year-on-year increase of 4.88% [3] - The non-recurring net profit was 114 million yuan, showing a significant year-on-year increase of 44.04% [3] - Basic earnings per share were 0.63 yuan per share [3] Quarterly Analysis - In Q4 2024, the company achieved operating revenue of 888 million yuan, a year-on-year decrease of 16.45% but a quarter-on-quarter increase of 87.50% [4] - The net profit attributable to shareholders in Q4 was 218 million yuan, down 23.10% year-on-year but up 2131.41% quarter-on-quarter [4] - Non-recurring net profit for Q4 was 199 million yuan, a year-on-year decrease of 24.48% but a quarter-on-quarter increase of 1866.90% [4] Profitability Metrics - The gross profit margin for 2024 was 61.20%, an increase of 3.38 percentage points year-on-year [4] - The net profit margin was 9.47%, up 1.50 percentage points year-on-year [4] - In Q4 2024, the gross profit margin was 61.57%, a year-on-year increase of 1.49 percentage points [4] - The net profit margin for Q4 was 24.52%, down 2.15 percentage points year-on-year but up 22.50% quarter-on-quarter [4] Expense Management - Total expenses for 2024 were 1.124 billion yuan, a decrease of 258 million yuan year-on-year [4] - The expense ratio was 52.38%, down 4.26 percentage points year-on-year [4] - Sales expenses decreased by 24.65%, management expenses decreased by 9.39%, R&D expenses decreased by 11.24%, and financial expenses decreased by 232.97% [4] Dividend Distribution - Xindian Software plans to distribute a cash dividend of 3.6 yuan (including tax) for every 10 shares, totaling 119 million yuan based on a total share capital of 330.6347 million shares [4] Company Background - Xindian Software was established on October 6, 1998, and was listed on November 17, 2021, with its main business involving software and information technology services [5]

Group 1: Company Performance and Financials - The company's total revenue for 2024 reached 8.157 billion yuan, a year-on-year increase of 23.8% [12] - The net profit attributable to the parent company for 2024 was 23.203 million yuan, a decrease of 18.1% compared to the previous year, primarily due to goodwill impairment of 41.97 million yuan [12] - The operating cash flow for 2024 was 369 million yuan, indicating an improvement in operational performance [24] Group 2: Business Strategy and Market Position - The company employs a "dual-wheel drive" business model, focusing on software development and ICT distribution, with software gross margin at approximately 23% and ICT distribution at 5.5% [3] - The company has established a strong presence in various sectors, including telecommunications, finance, and public security, with a leading market share in digital procurement for state-owned enterprises [7] - The company is committed to continuous innovation and has integrated AI applications into its services, enhancing operational efficiency [5] Group 3: Challenges and Future Outlook - The company faces significant challenges, including high labor costs and low gross margins, which are common issues in the Chinese software industry [2] - The impact of the US-China trade war has been minimal on the company's operations, but the overall market remains competitive and subject to rapid technological changes [10] - Future growth is expected to be driven by stable revenue from ICT products and ongoing efforts to reduce costs and improve efficiency [12] Group 4: Investor Relations and Market Perception - The company's stock price has seen a decline of 46%, raising concerns about management's effectiveness and market confidence [20] - There are no current plans for mergers or acquisitions, and the company emphasizes performance improvement as the best strategy for market value management [26] - The management team is focused on enhancing investor confidence through transparent communication and operational stability [25]