神州信息（000555.SZ） 2025年半年度业绩说明会 行业领先 权威奖项 标准引领 • 核心业务NO.1 • 渠道管理NO.1 • 开放银行NO.1 • 2025人工智能科技 企业TOP50 卓越服务商Top50 • 发布各类标准76项 • 在研各类标准109项 • 中国金融科技行业 • 连续四年入选央行 "领跑者"计划 同比增长 36.06 同比增长 26.28% 同比增长 17.79% 国有大行和股份制银行 签约总额 国有大行和股份制银行 收入 前十大客户签约总额 大行客户农信客户海外客户 金融科技软服签约 2.6 18亿+ 金融科技软服收入 3.2 16亿+ 金融软服持续深耕大行战略 金融软服 不断稳步发展 业务类 渠道类 核心业务 信贷 支付 中间业务 数据治理 资产负债 监管报送 风险管理 管理类 架构类 数字银行 电子渠道 财资与现金管理 开放银行 企业微服务平台 企业服务总线 管理架构平台 …… 业务类解决方案丨核心产品线 2025年半年度推进情况 重要案例 安全 保障业务连续性 海量 化"集中"为"分散" 积木式的银行金融服务创新能力 用分布式技术支撑银行业务 高速增长下的安全与稳定 分 ...

Group 1 - The securities IT sector experienced a sudden downturn, with major companies like Dazhihui hitting the limit down, indicating a significant market reaction [1][3] - Dazhihui reported a non-recurring net loss of over 30 million in Q1 and a total loss of 200 million for the previous year, highlighting severe cash flow issues and dependency on traditional systems [3] - The restructuring with Xiangcai Securities is stalled at the regulatory approval stage, raising concerns about the company's future [3] Group 2 - The overall sector adjustment is influenced by recent policy changes, including the CSRC's push for domestic alternatives by 2027, which negatively impacts companies reliant on traditional systems [3] - Major brokerage firms have reduced IT investments for two consecutive years, affecting order volumes for securities IT companies [3] - Leading companies like Hengsheng Electronics and Jinzhen Co. have begun to invest in innovative technologies such as AI and domestic alternatives, positioning themselves for future growth [4] Group 3 - Companies with strong fundamentals, such as Tonghuashun, reported a 17% revenue increase and a 30% profit rise, showcasing better cash flow and risk resilience [4] - The financial technology sector continues to receive policy support, particularly in blockchain standards for regional equity markets, creating new opportunities [4] - The securities IT industry is characterized by volatility, but the ongoing digital transformation trend suggests that opportunities lie within companies that effectively monetize technology [4]