Core Insights - The Ministry of Industry and Information Technology reported that from January to August 2025, the software industry generated an information technology service revenue of 65,916 billion yuan, representing a year-on-year growth of 13.7% and accounting for 68.4% of the total industry revenue [1] Group 1: Revenue Breakdown - Cloud computing and big data services achieved a revenue of 9,995 billion yuan, with a year-on-year growth of 13.3%, making up 15.2% of the information technology service revenue [1] - Integrated circuit design revenue reached 2,893 billion yuan, reflecting a year-on-year increase of 17.7% [1] - E-commerce platform technology service revenue was 8,845 billion yuan, showing a year-on-year growth of 10.8% [1] Group 2: Previous Period Comparison - In the first seven months of 2025, information technology service revenue was 57,246 billion yuan, with a year-on-year growth of 13.4%, accounting for 68.8% of the total industry revenue [1] - Cloud computing and big data services generated 8,663 billion yuan in revenue, with a year-on-year growth of 12.6%, representing 15.1% of the information technology service revenue [1] - Integrated circuit design revenue for the first seven months was 2,511 billion yuan, with a year-on-year increase of 18.5% [1] - E-commerce platform technology service revenue for the same period was 7,156 billion yuan, reflecting a year-on-year growth of 9.8% [1]

Core Insights - The software industry in China has shown a positive operational trend in the first eight months of 2025, with steady growth in software business revenue, double-digit profit growth, and positive export growth [1] Overall Performance - Software business revenue reached 96,409 billion yuan, representing a year-on-year increase of 12.6% [1] - Total profit for the software industry was 13,186 billion yuan, with a year-on-year growth of 13.0% [1] - Software business exports amounted to 404.4 billion USD, reflecting a year-on-year increase of 6.4% [1] Sector Performance - Software product revenue was 21,113 billion yuan, growing by 11.3% year-on-year, accounting for 21.9% of total industry revenue [2] - Basic software product revenue was 1,220 billion yuan, with a growth of 13.6% [2] - Industrial software product revenue reached 2,021 billion yuan, increasing by 8.7% [2] - Information technology service revenue was 65,916 billion yuan, with a year-on-year growth of 13.7%, making up 68.4% of total industry revenue [2] - Cloud computing and big data services generated 9,995 billion yuan, growing by 13.3% [2] - Integrated circuit design revenue was 2,893 billion yuan, with a growth of 17.7% [2] - E-commerce platform technology service revenue reached 8,845 billion yuan, increasing by 10.8% [2] - Information security product and service revenue was 1,381 billion yuan, growing by 6.9% [2] - Embedded system software revenue was 7,998 billion yuan, with an increase of 8.7% [2] Regional Performance - Software business revenue growth in the eastern, central, western, and northeastern regions was 12.9%, 12.3%, 10.7%, and 8.9% respectively [3] - The eastern region accounted for 84.1% of the total software business revenue [3] - The Beijing-Tianjin-Hebei region saw a revenue growth of 13.9%, while the Yangtze River Delta region experienced a growth of 14.8% [3] - The top five provinces in software business revenue were Beijing, Guangdong, Jiangsu, Shandong, and Shanghai, with year-on-year growth rates of 14.2%, 9.0%, 14.4%, 12.7%, and 20.7% respectively [3]

截至发稿，张洪磊累计任职时间4年24天，现任基金资产总规模1.57亿元，任职期间最佳基金回报 43.26%， 任职期间最差基金回报-13.4%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，国新国证基金旗下1只基金重仓开普云。国新国证新利A（001797）二季度持有股数3000 股，占基金净值比例为0.94%，位居第十大重仓股。根据测算，今日浮盈赚取约2.68万元。 国新国证新利A（001797）成立日期2015年9月2日，最新规模1902.33万。今年以来收益9.54%，同类排 名5868/8244；近一年收益12.14%，同类排名6241/8080；成立以来亏损15%。 国新国证新利A（001797）基金经理为张洪磊。 9月29日，开普云涨5.11%，截至发稿，报184.00元/股，成交2.44亿元，换手率1.99%，总市值124.23亿 元。 资料显示，开普云信息科技股份有限公司位于广东省东莞市南城区东莞大道428号寰宇汇金中心凯旋 ...

在数字化浪潮席卷全球的当下，数据已然成为企业和社会发展的核心资产。中科泓润（广州）数据信息 技术有限公司，作为数据信息领域的新兴力量，凭借其多元且专业的服务，在市场中崭露头角，为众多 客户提供着全方位的数据信息解决方案。 专业多元服务，构筑数据信息坚实堡垒 在大数据服务方面，公司具备强大的数据采集、存储、分析和可视化能力。通过先进的技术手段，能够 从海量的数据中挖掘出有价值的信息，为企业的决策提供有力支持。例如，在为某大型零售企业提供服 务时，公司通过对消费者的购买行为、偏好等数据进行深入分析，帮助企业精准定位目标客户群体，优 化商品布局和营销策略，从而显著提高了企业的销售额和市场竞争力。 数据处理服务是公司的另一大核心业务。面对复杂多样的数据类型和格式，公司拥有专业的数据清洗、 转换和整合技术，能够将杂乱无章的数据转化为有序、可用的信息。无论是结构化数据还是非结构化数 据，公司都能高效处理，确保数据的准确性和完整性。在为一家金融机构处理客户交易数据时，公司通 过数据处理服务，及时发现了潜在的风险交易，并为金融机构提供了相应的风险预警和应对措施，有效 保障了金融机构的资金安全。 互联网安全服务是中科泓润（广州 ...

人民财讯9月24日电，企查查APP显示，近日，蚂蚁逸智(广州)信息技术有限公司成立，法定代表人为柴 东凯，注册资本1000万元，经营范围包括信息技术咨询服务、大数据服务、信息系统运行维护服务等。 企查查股权穿透显示，该公司由蚂蚁科技集团股份有限公司间接全资持股。 ...

Group 1 - Shanghai Tuxian Shushang Technology Co., Ltd. has been established recently, with Lu Changhao as the legal representative [1] - The company's business scope includes internet data services, big data services, artificial intelligence basic software development, artificial intelligence application software development, and artificial intelligence public data platform [1] - The company is wholly owned by SuperMap Software through indirect shareholding [1]

本报讯(记者袁传玺)天眼查工商信息显示，近日，青岛尚合领航数字科技有限公司成立，法定代表人为 朱海洋，注册资本2000万元，经营范围包括大数据服务、信息技术咨询服务、工业互联网数据服务等。 股东信息显示，该公司由海尔集团旗下卡奥斯数字科技(青岛)有限公司、青岛产投国盛数字科技发展有 限公司共同持股。 ...

企查查APP显示，近日，合肥国先智航低空科技有限公司成立，法定代表人为许刚，注册资本为3000万 元，经营范围包含：物联网技术研发；互联网安全服务；大数据服务；卫星技术综合应用系统集成；人 工智能应用软件开发等。企查查股权穿透显示，该公司由合肥市产业投资控股（集团）有限公司间接全 资持股。 （原标题：合肥产投集团成立低空科技公司，含卫星相关业务） ...

人民财讯9月17日电，企查查APP显示，近日，合肥国先智航低空科技有限公司成立，法定代表人为许 刚，注册资本3000万元，经营范围包含物联网技术研发；互联网安全服务；大数据服务；卫星技术综合 应用系统集成；人工智能应用软件开发等。企查查股权穿透显示，该公司由合肥市产业投资控股(集团) 有限公司间接全资持股。 ...

Group 1 - Hangzhou Shangcheng Artificial Intelligence Industry Development Co., Ltd. has been established with a registered capital of 100 million RMB [1][2] - The legal representative of the company is Ye Xiang, and it is wholly owned by Hangzhou Jiuxin Investment Co., Ltd. [1][2] - The company's business scope includes integrated circuit chip manufacturing, big data services, and IoT technology research and development [1][2] Group 2 - The company is classified under the computer, communication, and other electronic equipment manufacturing industry [2] - The registration date of the company is September 9, 2025, and it is currently in a state of existence [2] - The registered address is located in Room 311, Building 15, Tongxie Jinzhu, Shangcheng District, Hangzhou, Zhejiang Province [2]