Group 1 - In early 2026, technology stocks are becoming a focus for institutional investors driven by sectors such as commercial aerospace, AI applications, and semiconductors [1] - Over the past month, 148 brokerages have conducted research on more than 560 listed companies, marking a 26% increase compared to the same period last year [2] - Major companies attracting attention include Daikin Heavy Industries, JinkoSolar, and Nari Technology, with Daikin leading with 49 institutional inquiries [2] Group 2 - Institutional investors are conducting in-depth inquiries focusing on industry prosperity and overseas expansion, providing key signals for future growth [3] - Daikin Heavy Industries is focusing on overseas markets for offshore wind power, particularly in Germany, Japan, the Netherlands, and Poland, which are expected to have good development prospects [4] - The emphasis on technology transfer and the challenges faced in the industry chain are becoming focal points in institutional research [5] Group 3 - JinkoSolar highlighted the advantages of perovskite solar cells in space applications, noting that solar energy density in space is 7 to 10 times higher than on Earth [6] - The research activities reflect market focus and trend expectations, although they do not directly equate to investment opportunities [6]

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]

数据显示，2025年，我国软件业利润总额18848亿元，同比增长7.3%。 新华社北京1月30日电（记者周圆）工业和信息化部1月30日发布数据显示，2025年，我国软件和信 息技术服务业运行态势良好。其中，软件业务收入154831亿元，同比增长13.2%。 分领域看，信息技术服务收入106366亿元，同比增长14.7%。其中，云计算、大数据服务共实现收 入16230亿元，同比增长13.6%；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%。 此外，信息安全产品和服务收入2235亿元，同比增长6.7%；嵌入式系统软件收入13869亿元，同比 增长9.3%；工业软件产品收入3330亿元，同比增长9.7%。 【纠错】 【责任编辑:王雪】 ...

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 ...

（编辑 楚丽君） 证券日报网讯 1月28日，能科科技在互动平台回答投资者提问时表示，公司聚焦航空航天领域客户需 求，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AI agent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和 智能化。公司对标学习国内外相关先进技术企业，并结合公司发展路径、业务情况、客户需求实现自主 创新，持续保持和提升核心竞争力。 ...

证券日报网讯 1月28日，能科科技在互动平台回答投资者提问时表示，公司主要为航空航天客户提供覆 盖产品研发、制造、运维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、运维的全流程数字化和智能化。公司通过航 空航天发动机设计项目积累了相关领域的实践经验，未来将持续迭代升级，助力航空航天领域高质量发 展。 （文章来源：证券日报） ...

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]