2月5日，航天宏图跌5.1%，截至发稿，报24.20元/股，成交3.38亿元，换手率5.22%，总市值63.23亿 元。航天宏图股价已经连续6天下跌，区间累计跌幅37.77%。 广发招利混合A（015838）基金经理为段涛。 截至发稿，段涛累计任职时间5年265天，现任基金资产总规模21.73亿元，任职期间最佳基金回报 78.08%， 任职期间最差基金回报-45.66%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，航天宏图信息技术股份有限公司位于北京市海淀区翠湖北环路2号院4号楼一层101，成立日 期2008年1月24日，上市日期2019年7月22日，公司主营业务涉及为政府、企业以及其他有关部门提供基 础软件产品、系统设计开发和数据分析应用服务。主营业务收入构成为：系统设计开发62.01%，数据 分析应用服务37.77%，自有软件销售0.22%。 从基金十大重仓股角度 数据显示，广发基金旗下1只基 ...

截至9月30日，航天宏图股东户数2.04万，较上期增加16.08%；人均流通股12836股，较上期减少 13.85%。2025年1月-9月，航天宏图实现营业收入4.03亿元，同比减少70.06%；归母净利润-3.66亿元， 同比减少65.23%。 分红方面，航天宏图A股上市后累计派现6335.23万元。近三年，累计派现2413.79万元。 2月2日，航天宏图跌20.01%，成交额1.35亿元。两融数据显示，当日航天宏图获融资买入额914.86万 元，融资偿还7083.00万元，融资净买入-6168.14万元。截至2月2日，航天宏图融资融券余额合计6.78亿 元。 融资方面，航天宏图当日融资买入914.86万元。当前融资余额6.77亿元，占流通市值的9.08%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，航天宏图2月2日融券偿还1600.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量2.18万股，融券余额62.26万元，低于近一年40%分位水平，处于较低位。 资料显示，航天宏图信息技术股份有限公司位于北京市海淀区翠湖北环路2号院4号楼一层101，成立日 期2008年1 ...

Core Insights - The overall performance of China's software and information technology services industry is strong, with software business revenue exceeding 15 trillion yuan in 2025, maintaining positive growth in exports [1] Group 1: Industry Performance - In 2025, China's software business revenue reached 15,483.1 billion yuan, a year-on-year increase of 13.2%, continuing a steady growth trend [1] - The total profit of the software industry was 1,884.8 billion yuan, reflecting a year-on-year growth of 7.3% [1] - Software business exports amounted to 62.73 billion USD, with a year-on-year increase of 7.7%, marking ten consecutive months of positive growth [1] Group 2: Sector Breakdown - Software product revenue showed stable growth, totaling 3,236.1 billion yuan in 2025, a year-on-year increase of 10.4%, accounting for 20.9% of the total industry revenue [1] - Basic software product revenue was 214.6 billion yuan, growing by 11.1% year-on-year, while industrial software product revenue reached 333 billion yuan, with a year-on-year growth of 9.7% [1] Group 3: Information Technology Services - Information technology services, as the mainstay of the industry, contributed 10,636.6 billion yuan in revenue, a year-on-year increase of 14.7%, representing 68.7% of the total industry revenue [1] - Revenue from cloud computing and big data services reached 1,623 billion yuan, growing by 13.6% year-on-year, while integrated circuit design revenue was 442.1 billion yuan, with an 18.9% year-on-year increase [1] Group 4: Regional Performance - In 2025, the Beijing-Tianjin-Hebei region saw software business revenue grow by 14.9% year-on-year, while the Yangtze River Delta region experienced a 15.2% year-on-year increase [2] - The software business revenue shares of these two regions in the national total were 26.7% and 28.9%, respectively [2] - Beijing, Guangdong, Jiangsu, Shandong, and Shanghai ranked as the top five provinces in software business revenue nationwide [2]

智通财经APP获悉，1月30日，工信部发布2025年软件业运行情况。2025年，我国软件业务收入154831 亿元，同比增长13.2%。软件业利润总额18848亿元，同比增长7.3%。软件业务出口627.3亿美元，同比 增长7.7%，增速连续10个月保持正增长。2025年，我国软件和信息技术服务业运行态势良好，软件业 务收入稳健增长，利润总额增势放缓，软件业务出口保持正增长。 原文如下： 2025年软件业运行情况 二、分领域运行情况 软件产品收入稳定增长。2025年，软件产品收入32361亿元，同比增长10.4%，占全行业收入比重为 20.9%。其中，基础软件产品收入2146亿元，同比增长11.1%;工业软件产品收入3330亿元，同比增长 9.7%。 信息技术服务收入保持两位数增长。2025年，信息技术服务收入106366亿元，同比增长14.7%，占全行 业收入的68.7%。其中，云计算、大数据服务共实现收入16230亿元，同比增长13.6%，占信息技术服务 收入的15.3%;集成电路设计收入4421亿元，同比增长18.9%;电子商务平台技术服务收入14855亿元，同 比增长12.7%。 信息安全收入和嵌入式 ...

Group 1 - The core viewpoint of the news is that Aerospace Hongtu has seen a significant increase in its stock price, rising by 6.15% to reach 40.40 CNY per share, with a trading volume of 859 million CNY and a turnover rate of 8.53%, resulting in a total market capitalization of 10.556 billion CNY [1] - Aerospace Hongtu, established on January 24, 2008, and listed on July 22, 2019, is based in Haidian District, Beijing. The company primarily provides basic software products, system design and development, and data analysis application services to government, enterprises, and other relevant departments [1] - The revenue composition of Aerospace Hongtu includes 62.01% from system design and development, 37.77% from data analysis application services, and 0.22% from proprietary software sales [1] Group 2 - Longcheng Fund's Longcheng Jiujia Innovation Growth Mixed A (004666) has entered the top ten circulating shareholders of Aerospace Hongtu, holding 2.15 million shares, which accounts for 0.82% of the circulating shares. The estimated floating profit today is approximately 5.031 million CNY [2] - Longcheng Jiujia Innovation Growth Mixed A (004666) was established on July 5, 2017, with a latest scale of 1.994 billion CNY. The fund has achieved a year-to-date return of 8.89%, ranking 2316 out of 8861 in its category, and a one-year return of 98.65%, ranking 148 out of 8126 [2] - The fund manager of Longcheng Jiujia Innovation Growth Mixed A is You Guoliang, who has been in the position for 6 years and 98 days. The total asset scale of the fund is 5.058 billion CNY, with the best return during his tenure being 261.26% and the worst being -15.93% [3]

（来源：天津日报） 要撬动产业能级跃升，推动科技创新与产业创新深度融合。实验室团队驱动脑机接口科技成果应用转化 和新质生产力生成，组建场景概念验证中心，拓展脑机接口技术面向医疗健康、消费电子、军事航天等 领域的成果转化和产业示范，争建国家脑机接口技术创新中心，构建"研发中心—中试基地—产业转 化"协同创新体系，解决产业化落地难题。 转自：天津日报 要创新人才培养机制，探索教育科技人才一体化发展新路径。为带动脑机接口及相关行业尽快打通技术 链、补全人才链，天津大学及其合作单位在人才培养、科学研究等方面持续发力，于2024年开设了全国 首个脑机接口本科专业方向并正式招生，2025年新增设置"脑机接口"一级学科博士点，以推动我国脑机 接口领域自主创新与高水平人才培养体系建设。 科创兴城，向新而行。天津大学副校长、医学部主任，脑机交互与人机共融海河实验室（以下简称脑机 海河实验室）主任明东介绍，在由天津大学牵头建设的脑机海河实验室中，一条完整的"临床诊疗—技 术研发—产品注册—医保接入"闭环链路正在徐徐铺开，为科创天津增添澎湃动能。 明东表示，要厚植天津创新沃土，融入高水平科技自立自强的伟大实践。实验室团队坚持以市场 ...

Group 1 - The core viewpoint of the news is that Aerospace Hongtu has seen a stock price increase of 5.13%, reaching 39.74 CNY per share, with a trading volume of 448 million CNY and a turnover rate of 4.41%, resulting in a total market capitalization of 10.383 billion CNY [1] - Aerospace Hongtu, established on January 24, 2008, and listed on July 22, 2019, is based in Haidian District, Beijing. The company primarily provides basic software products, system design and development, and data analysis application services to government, enterprises, and other relevant departments [1] - The revenue composition of Aerospace Hongtu includes 62.01% from system design and development, 37.77% from data analysis application services, and 0.22% from proprietary software sales [1] Group 2 - Longcheng Fund's Longcheng Jiujia Innovation Growth Mixed A (004666) has entered the top ten circulating shareholders of Aerospace Hongtu, holding 2.15 million shares, which accounts for 0.82% of the circulating shares. The estimated floating profit today is approximately 4.171 million CNY [2] - Longcheng Jiujia Innovation Growth Mixed A (004666) was established on July 5, 2017, with a latest scale of 1.994 billion CNY. Year-to-date returns are 8.64%, ranking 2304 out of 8847 in its category; the one-year return is 98.89%, ranking 142 out of 8099; and since inception, the return is 226.54% [2] Group 3 - The fund manager of Longcheng Jiujia Innovation Growth Mixed A (004666) is You Guoliang, who has been in the position for 6 years and 94 days. The total asset scale of the fund is 5.058 billion CNY, with the best fund return during his tenure being 253.56% and the worst being -15.93% [3]

Group 1 - The stock of Aerospace Hongtu fell by 5.25%, trading at 39.37 yuan per share, with a total transaction volume of 556 million yuan and a turnover rate of 5.15%, resulting in a total market capitalization of 10.287 billion yuan [1] - Aerospace Hongtu, established on January 24, 2008, and listed on July 22, 2019, is based in Haidian District, Beijing. The company primarily provides basic software products, system design development, and data analysis application services to government, enterprises, and other relevant departments [1] - The revenue composition of Aerospace Hongtu includes 62.01% from system design development, 37.77% from data analysis application services, and 0.22% from self-owned software sales [1] Group 2 - According to data from the top ten holdings of funds, one fund under Everbright Prudential has a significant position in Aerospace Hongtu. The Everbright Prudential Hengxin Mixed A Fund (013980) reduced its holdings by 4,600 shares in the third quarter, now holding 4,400 shares, which represents 1.34% of the fund's net value, ranking as the seventh largest holding [2] - The Everbright Prudential Hengxin Mixed A Fund (013980) was established on November 30, 2021, with a latest scale of 6.542 million. Year-to-date returns are 3.69%, ranking 5,270 out of 8,846 in its category; the one-year return is 23.54%, ranking 4,966 out of 8,091; and the return since inception is 23.23% [2]

Overall Performance - The software industry in China generated a revenue of 139,777 billion yuan in the first 11 months of 2025, representing a year-on-year growth of 13.3% [3] - The total profit of the software industry reached 16,954 billion yuan, with a year-on-year increase of 6.6% [3] - Software business exports amounted to 56.89 billion USD, showing a year-on-year growth of 8.1%, maintaining positive growth for nine consecutive months [3] Sector Performance - Software product revenue showed stable growth, totaling 29,509 billion yuan, with a year-on-year increase of 11.4%, accounting for 21.1% of the total industry revenue [4] - Basic software product revenue was 1,801 billion yuan, growing by 12.9% year-on-year [4] - Industrial software product revenue reached 2,951 billion yuan, with a year-on-year growth of 10.2% [4] - Information technology service revenue maintained double-digit growth, totaling 96,104 billion yuan, with a year-on-year increase of 14.6%, representing 68.8% of the total industry revenue [4] - Cloud computing and big data services generated revenue of 14,658 billion yuan, growing by 12.8% year-on-year, accounting for 15.3% of information technology service revenue [4] - Integrated circuit design revenue was 4,028 billion yuan, with a year-on-year increase of 16.5% [4] - E-commerce platform technology service revenue reached 12,944 billion yuan, growing by 12.5% year-on-year [4] - Information security product and service revenue was 2,001 billion yuan, with a year-on-year growth of 6.9% [4] - Embedded system software revenue totaled 12,162 billion yuan, growing by 9.3% year-on-year [4] Regional Performance - In the first 11 months, software business revenue in the eastern, central, western, and northeastern regions grew by 13.7%, 13.2%, 10.3%, and 9.6% respectively [5] - The eastern region accounted for 83.4% of the national software business revenue [5] - The Beijing-Tianjin-Hebei region saw a year-on-year growth of 15.0% in software business revenue, while the Yangtze River Delta region grew by 14.8% [5] - The software business revenue in Beijing, Guangdong, Jiangsu, Shandong, and Shanghai ranked among the top five in the country, with year-on-year growth rates of 15.2%, 10.1%, 14.3%, 14.6%, and 20.7% respectively [5]

Group 1 - The core viewpoint of the news is that Aerospace Hongtu's stock has shown fluctuations in price and trading volume, with a notable increase of 29.80% year-to-date, despite recent declines in the short term [1][2] - As of December 24, Aerospace Hongtu's stock price was 26.48 yuan per share, with a market capitalization of 6.919 billion yuan and a trading volume of 1.28 billion yuan [1] - The company has experienced a net outflow of main funds amounting to 7.3854 million yuan, with significant buying and selling activities from large orders [1] Group 2 - Aerospace Hongtu operates in the IT services sector, specifically in satellite internet, Beidou navigation, commercial aerospace, satellite navigation, and drones [2] - For the period from January to September 2025, the company reported a revenue of 403 million yuan, a year-on-year decrease of 70.06%, and a net profit attributable to shareholders of -366 million yuan, a decrease of 65.23% [2] - The company has distributed a total of 63.3523 million yuan in dividends since its A-share listing, with 24.1379 million yuan distributed in the last three years [3]