证券日报网讯1月6日，能科科技（603859）在互动平台回答投资者提问时表示，公司主要为客户提供覆 盖产品研发、制造、运行维护等环节的工业软件产品和AIAgent产品，服务内容包括方案论证、产品定 义与分解、架构设计、详细设计到生产制造、产品测试及验证、运行维护的全流程数字化。随着商业航 天产业的发展，公司聚焦客户在研发协同、生产提效、运维优化等环节数字化需求，以市场需求为导向 持续迭代技术与产品，不断提升产品价值。能科科技专注于高端装备制造业，航空航天领域是公司战略 布局的重点细分领域之一。公司设有航空航天事业部和技术支持团队，未来将持续加大产品研发和市场 投入力度，推动产品在更多核心场景的落地与深度应用。 ...

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]

Core Insights - The software industry in China has shown robust growth in revenue and profit, with a total software business revenue of 1,251.04 billion yuan, marking a year-on-year increase of 13.2% [1] - The total profit of the software industry reached 157.21 billion yuan, reflecting a year-on-year growth of 7.7% [1] - Software exports amounted to 51.09 billion USD, with a year-on-year increase of 6.7%, maintaining positive growth for eight consecutive months [1] Revenue Breakdown - Software product revenue reached 265.04 billion yuan, growing by 11.2% year-on-year, accounting for 21.2% of the total industry revenue [1] - Basic software product revenue was 15.83 billion yuan, with a growth rate of 12.0% [1] - Industrial software product revenue stood at 26.19 billion yuan, increasing by 9.9% [1] Information Technology Services - Revenue from information technology services was 860.53 billion yuan, showing a year-on-year growth of 14.4%, representing 68.8% of the total industry revenue [1] - Cloud computing and big data services generated 130.78 billion yuan, with a growth of 13.4% [1] - Integrated circuit design revenue reached 35.91 billion yuan, growing by 17.2% [1] - E-commerce platform technology service revenue was 115.76 billion yuan, increasing by 12.1% [1] Other Revenue Streams - Revenue from information security products and services was 18.10 billion yuan [1] - Revenue from embedded system software was 107.36 billion yuan [1]

Overall Performance - In the first ten months of 2025, China's software business revenue reached 125.104 billion yuan, representing a year-on-year growth of 13.2% [2] - The total profit of the software industry was 15.721 billion yuan, with a year-on-year increase of 7.7% [2] - Software business exports amounted to 510.9 million USD, showing a year-on-year growth of 6.7%, maintaining positive growth for eight consecutive months [2] Sector Performance - Software product revenue grew steadily, reaching 26.504 billion yuan, a year-on-year increase of 11.2%, accounting for 21.2% of the total industry revenue [3] - Basic software product revenue was 1.583 billion yuan, up 12.0% year-on-year; industrial software product revenue was 2.619 billion yuan, up 9.9% year-on-year [3] - Information technology service revenue maintained double-digit growth at 86.053 billion yuan, with a year-on-year increase of 14.4%, making up 68.8% of the total industry revenue [3] - Cloud computing and big data services generated 13.078 billion yuan, growing 13.4% year-on-year, representing 15.2% of information technology service revenue [3] - Integrated circuit design revenue was 3.591 billion yuan, up 17.2% year-on-year; e-commerce platform technology service revenue was 11.576 billion yuan, up 12.1% year-on-year [3] - Information security product and service revenue was 1.810 billion yuan, growing 6.5% year-on-year; embedded system software revenue was 10.736 billion yuan, up 9.7% year-on-year [3] Regional Performance - In the first ten months, software business revenue growth rates were 13.6% in the eastern region, 12.9% in the central region, 10.8% in the western region, and 9.1% in the northeastern region [4] - The eastern region accounted for 83.5% of the national software business revenue [4] - The Beijing-Tianjin-Hebei region saw a revenue growth of 15.0%, while the Yangtze River Delta region grew by 15.1%, with respective national revenue shares of 25.7% and 28.8% [4] - The top five provinces in software business revenue were Beijing, Guangdong, Jiangsu, Shandong, and Shanghai, with year-on-year growth rates of 15.2%, 9.4%, 14.6%, 13.7%, and 20.8% respectively [4]

Group 1 - The software and information technology service industry in China showed a positive operational trend in the first ten months of 2025, with software business revenue reaching 1,251.04 billion yuan, a year-on-year increase of 13.2% [1] - The total profit of the software industry was 157.21 billion yuan, reflecting a year-on-year growth of 7.7% [1] - Software exports amounted to 51.09 billion USD, marking a year-on-year increase of 6.7%, with positive growth maintained for eight consecutive months [1] Group 2 - Software product revenue reached 265.04 billion yuan, growing by 11.2% year-on-year, accounting for 21.2% of the total industry revenue [1] - Basic software product revenue was 15.83 billion yuan, with a year-on-year increase of 12.0%, while industrial software product revenue was 26.19 billion yuan, growing by 9.9% [1] Group 3 - Information technology service revenue maintained double-digit growth, totaling 860.53 billion yuan, a year-on-year increase of 14.4%, representing 68.8% of the total industry revenue [1] - Cloud computing and big data services generated 130.78 billion yuan, with a year-on-year growth of 13.4%, accounting for 15.2% of information technology service revenue [1] - Integrated circuit design revenue was 35.91 billion yuan, growing by 17.2%, and e-commerce platform technology service revenue reached 115.76 billion yuan, increasing by 12.1% [1] Group 4 - Information security product and service revenue was 18.10 billion yuan, reflecting a year-on-year growth of 6.5% [1] - Embedded system software revenue reached 107.36 billion yuan, with a year-on-year increase of 9.7% [1] Group 5 - Software business revenue growth varied by region, with the eastern region growing by 13.6%, central region by 12.9%, western region by 10.8%, and northeastern region by 9.1% [2] - The eastern region accounted for 83.5% of the national software business revenue [2] - The Beijing-Tianjin-Hebei region saw a software business revenue growth of 15.0%, while the Yangtze River Delta region grew by 15.1%, with respective national revenue shares of 25.7% and 28.8% [2] Group 6 - The top five provinces in software business revenue were Beijing, Guangdong, Jiangsu, Shandong, and Shanghai, with year-on-year growth rates of 15.2%, 9.4%, 14.6%, 13.7%, and 20.8% respectively [2]

Core Insights - The software industry in China has shown robust growth in revenue and profit, with software business income reaching 1,251.04 billion yuan, a year-on-year increase of 13.2% [1] - The total profit of the software industry amounted to 157.21 billion yuan, reflecting a year-on-year growth of 7.7% [1] - Software business exports reached 51.09 billion USD, marking a year-on-year increase of 6.7%, with positive growth maintained for eight consecutive months [1] Software Product Revenue - Software product revenue for the first ten months was 265.04 billion yuan, representing a year-on-year growth of 11.2%, accounting for 21.2% of the total industry revenue [1] - Basic software product revenue was 15.83 billion yuan, with a year-on-year increase of 12.0% [1] - Industrial software product revenue reached 26.19 billion yuan, showing a year-on-year growth of 9.9% [1] Information Technology Services - Revenue from information technology services maintained double-digit growth, totaling 860.53 billion yuan, with a year-on-year increase of 14.4% [1] - Cloud computing and big data services generated 130.78 billion yuan, reflecting a year-on-year growth of 13.4% [1] - Integrated circuit design revenue was 35.91 billion yuan, with a year-on-year increase of 17.2% [1] - E-commerce platform technology service revenue reached 115.76 billion yuan, growing by 12.1% year-on-year [1] Information Security and Embedded Systems - Revenue from information security products and services was 181.0 billion yuan, showing a year-on-year growth of 6.5% [1] - Embedded system software revenue reached 107.36 billion yuan, with a year-on-year increase of 9.7% [1]

Overall Performance - The software and information technology services industry in China showed a positive operational trend in the first ten months of 2025, with software business revenue reaching 1,251.04 billion yuan, a year-on-year increase of 13.2% [1] - The total profit of the software industry was 157.21 billion yuan, reflecting a year-on-year growth of 7.7% [1] - Software business exports amounted to 51.09 billion USD, with a year-on-year increase of 6.7%, maintaining positive growth for eight consecutive months [1] Sector Performance - Software product revenue grew steadily, reaching 265.04 billion yuan, a year-on-year increase of 11.2%, accounting for 21.2% of the total industry revenue [1] - Basic software product revenue was 15.83 billion yuan, up 12.0% year-on-year, while industrial software product revenue was 26.19 billion yuan, increasing by 9.9% [1] - Information technology service revenue maintained double-digit growth at 860.53 billion yuan, a year-on-year increase of 14.4%, representing 68.8% of the total industry revenue [1] - Cloud computing and big data services generated 130.78 billion yuan, growing by 13.4% year-on-year, accounting for 15.2% of information technology service revenue [1] - Integrated circuit design revenue reached 35.91 billion yuan, with a year-on-year growth of 17.2%, and e-commerce platform technology service revenue was 115.76 billion yuan, increasing by 12.1% [1] Regional Performance - Software business revenue in the eastern, central, western, and northeastern regions grew by 13.6%, 12.9%, 10.8%, and 9.1% year-on-year, respectively [3] - The eastern region accounted for 83.5% of the national software business revenue [3] - The Beijing-Tianjin-Hebei region saw a year-on-year growth of 15.0%, while the Yangtze River Delta region grew by 15.1%, with respective national revenue shares of 25.7% and 28.8% [3] - The top five provinces in software business revenue were Beijing, Guangdong, Jiangsu, Shandong, and Shanghai, with year-on-year growth rates of 15.2%, 9.4%, 14.6%, 13.7%, and 20.8% [3]

Core Insights - The software and information technology services industry in China showed stable performance in the first two months of the year, achieving a business revenue of 1,179.2 billion yuan, representing a year-on-year growth of 11.6% [1] Revenue Breakdown - Software business exports steadily increased, reaching 7.75 billion USD in the first two months, with a year-on-year growth of 7.1%, which is 11.3 percentage points higher than the average growth rate in the same period of 2020 and 2021 [1] - In terms of specific sectors, software product revenue was 271.4 billion yuan, with a year-on-year growth of 9.0%, a decrease of 3.3 percentage points compared to the full year of 2021. Industrial software product revenue was 31.6 billion yuan, growing by 10.7% [1] Information Technology Services - The revenue from information technology services accounted for a steady increase, totaling 770.3 billion yuan in the first two months, with a year-on-year growth of 13.1%, which is an increase of 0.9 percentage points compared to the same period last year [1] - Cloud computing and big data services generated a revenue of 132.5 billion yuan, with a year-on-year growth of 11.3%. Integrated circuit design revenue was 32.5 billion yuan, growing by 12.5%. E-commerce platform technology service revenue reached 126.1 billion yuan, with a significant growth of 24.8%. Industrial internet platform service revenue also saw a year-on-year increase of 16.6% [1]

Overall Performance - The software and information technology services industry in China showed a positive trend in the first three quarters of 2025, with software business revenue reaching 111,126 billion yuan, a year-on-year increase of 13.0% [2] - The total profit of the software industry was 14,352 billion yuan, growing by 8.7% year-on-year [2] - Software business exports amounted to 45.94 billion USD, reflecting a year-on-year growth of 6.6% [2] Sector Performance - Software product revenue grew steadily, reaching 23,854 billion yuan, a year-on-year increase of 10.9%, accounting for 21.5% of the total industry revenue [3] - Information technology service revenue maintained double-digit growth at 76,433 billion yuan, up 14.3% year-on-year, representing 68.8% of the total industry revenue [3] - Cloud computing and big data services generated 11,587 billion yuan, growing by 13.7% year-on-year, making up 15.2% of information technology service revenue [3] - Integrated circuit design revenue was 3,234 billion yuan, with a year-on-year increase of 16.9% [3] - E-commerce platform technology service revenue reached 10,167 billion yuan, growing by 11.1% year-on-year [3] - Information security product and service revenue was 1,627 billion yuan, up 6.9% year-on-year [3] - Embedded system software revenue was 9,212 billion yuan, increasing by 8.7% year-on-year [3] Regional Performance - Software business revenue growth rates for the eastern, central, western, and northeastern regions were 13.3%, 13.0%, 10.7%, and 9.5% respectively [4] - The eastern region accounted for 83.8% of the total software business revenue in the country [4] - The Beijing-Tianjin-Hebei region saw a software business revenue growth of 14.6%, while the Yangtze River Delta region grew by 15.0% [4] - The top five provinces in software business revenue were Beijing, Guangdong, Jiangsu, Shandong, and Shanghai, with year-on-year growth rates of 14.9%, 9.2%, 14.3%, 13.4%, and 20.2% respectively [4]

Overall Performance - The software and information technology services industry in China showed a positive operating trend in the first three quarters of 2025, with software business revenue reaching 111,126 billion yuan, a year-on-year increase of 13.0% [2] - The total profit of the software industry was 14,352 billion yuan, reflecting a year-on-year growth of 8.7% [2] - Software business exports amounted to 45.94 billion USD, with a year-on-year increase of 6.6% [2] Sector Performance - Software product revenue grew steadily, reaching 23,854 billion yuan, a year-on-year increase of 10.9%, accounting for 21.5% of the total industry revenue [2] - Information technology service revenue maintained double-digit growth at 76,433 billion yuan, up 14.3% year-on-year, representing 68.8% of the total industry revenue [2] - Cloud computing and big data services generated 11,587 billion yuan in revenue, growing 13.7% year-on-year, and accounting for 15.2% of information technology service revenue [2] Regional Performance - Software business revenue in the eastern, central, western, and northeastern regions grew by 13.3%, 13.0%, 10.7%, and 9.5% respectively [4] - The eastern region accounted for 83.8% of the national software business total revenue [4] - The Beijing-Tianjin-Hebei region saw a revenue increase of 14.6%, while the Yangtze River Delta region experienced a 15.0% growth [4]