来源：新浪证券-红岸工作室 11月24日，英方软件涨3.91%，成交额3.64亿元，换手率13.68%，总市值48.20亿元。 异动分析 2、公司软件产品通常部署于客户的数据服务器，最为经典的应用场景为容灾备份，用于保障用户数据 的安全性、信息系统运行的连续性。公司是国内数据复制与保护的纯软件市场前三大供应商之一。 3、根据公司网站：英方软件是一家专注于数据复制的基础软件企业，致力于动态文件字节级复制、数 据库语义级复制、卷层块级复制及其他信息化技术的研发与推广。基于三大核心技术，公司自主研发出 近30款标准化产品，构建了"容灾、备份、大数据、云灾备"四大产品线，应用于容灾、备份、数据安 全、混合云灾备、数据库同步、数据迁移等经典应用场景，同时也推广到了智能灾备管理、数据副本管 理、数据流管理、大数据收集与分发、数据跟随、数据脱敏等更多应用领域，能够帮助各类用户打破数 据孤岛，实现数据互联互通，为数字经济的发展保驾护航。作为第三方数据服务商，英方软件凭借在数 据要素产业方面取得的显著成就，获上海数据交易所颁发的"数据交付服务商"证书。 4、2023年2月13日公司互动：公司的数据复制软件产品以其优异的产品性能 ...

Core Viewpoint - The company, Yingfang Software, specializes in data replication and has made significant strides in the domestic software market, particularly in data security and disaster recovery solutions. Company Overview - Yingfang Software, established on August 12, 2011, is located in Shanghai and was listed on January 19, 2023. The company focuses on providing data replication software, integrated hardware-software solutions, and related services. Its revenue composition includes 60.37% from software products, 20.57% from software-related services, 15.97% from integrated hardware-software products, and 3.09% from other sources [9]. Product and Technology - The company has developed nearly 30 standardized products based on three core technologies: dynamic file byte-level replication, database semantic-level replication, and volume block-level replication. These products are categorized into four main product lines: disaster recovery, backup, big data, and cloud disaster recovery [3]. - Yingfang Software's products are widely used in various sectors, including financial institutions, government agencies, healthcare, and telecommunications, ensuring data security and business continuity while facilitating digital transformation [4]. Market Position and Performance - As one of the top three suppliers in the domestic data replication and protection software market, Yingfang Software has received recognition from the Shanghai Data Exchange as a "Data Delivery Service Provider" [3]. - For the period from January to September 2025, the company achieved a revenue of 132 million yuan, reflecting a year-on-year growth of 11.26%. However, the net profit attributable to the parent company was a loss of 14.71 million yuan, although this represented a 53.56% improvement compared to the previous year [9]. Recent Developments - On November 14, 2024, the company announced its support for the Huawei Euler operating system and its active participation in the openEuler community, indicating a commitment to promoting domestic software innovation and self-sufficiency [2]. - The company's data replication software has been successfully implemented in numerous core business systems of domestic securities firms, banks, insurance companies, and asset management companies, showcasing its strong performance in the financial sector [4].

5、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部专精特新 小巨人企业名单。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 11月17日，英方软件跌7.99%，成交额4.39亿元，换手率17.60%，总市值44.02亿元。 异动分析 华为欧拉+数据安全+华为鲲鹏+数字经济+专精特新 1、2024年11月14日互动易：公司一体机支持华为欧拉操作系统，公司已加入openEuler社区，未来公司 将持续积极参与国产生态建设，与合作伙伴共同推动国产软件产业的创新与自主可控。 2、公司软件产品通常部署于客户的数据服务器，最为经典的应用场景为容灾备份，用于保障用户数据 的安全性、信息系统运行的连续性。公司是国内数据复制与保护的纯软件市场前三大供应商之一。 3、据2023年3月31日互动易回复：公司自主研发的动态文件字节级、数据库语义级、卷层块级等等数据 复制技术，可与国内 ...

11月14日，英方软件跌3.05%，成交额3.80亿元。两融数据显示，当日英方软件获融资买入额4681.91万 元，融资偿还3871.60万元，融资净买入810.31万元。截至11月14日，英方软件融资融券余额合计2.34亿 元。 来源：新浪证券-红岸工作室 截至9月30日，英方软件股东户数6509.00，较上期增加0.91%；人均流通股7248股，较上期增加1.32%。 2025年1月-9月，英方软件实现营业收入1.32亿元，同比增长11.26%；归母净利润-1470.58万元，同比增 长53.56%。 融券方面，英方软件11月14日融券偿还0.00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0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，上海英方软件股份有限公司位于上海市闵行区浦锦路2049弄15号楼，成立日期2011年8月12 日，上市日期2023年1月19日，公司主营业务涉及为客户提供数据复制相关的软件、软硬件一体机及软 件相关服务。主营业务收入构成为：软件产品60.37%，软件相关服务20.57%，软硬件一体机产品 15.97%，其他3.0 ...

Core Viewpoint - Dameng Data (688692.SH) plans to establish an equity investment partnership focused on the database industry chain, with a total investment of 2.02 billion yuan, aiming for strategic investments to strengthen and expand its market position [2][3][4]. Group 1: Investment Partnership - Dameng Data will collaborate with the Guangdong-Hong Kong-Macao Greater Bay Area Technology Innovation Industry Investment Fund and Zhongwan Private Fund Management Co., Ltd. to set up the partnership [3]. - The Greater Bay Area Fund will contribute 1 billion yuan, while Zhongwan Private Fund will invest 2 million yuan, and Dameng Data will also invest 1 billion yuan, holding a 49.505% stake [3][4]. - The partnership aims to invest in innovative enterprises within the database industry chain, focusing on strengthening, supplementing, and expanding the industry [4]. Group 2: Financial Performance - Dameng Data reported a stable growth in performance since its listing, with a total revenue of 8.30 billion yuan for the first three quarters, representing a year-on-year increase of 31.90% [2][4]. - The net profit attributable to shareholders reached 3.30 billion yuan, showing a significant year-on-year growth of 89.11% [4]. - For the first half of 2025, the company achieved a revenue of 5.23 billion yuan, up 48.65% year-on-year, and a net profit of 2.05 billion yuan, reflecting a 98.36% increase [4]. Group 3: Business Strategy - The company is committed to continuous technological innovation and product iteration, providing comprehensive and efficient data management solutions across various industries [5]. - Dameng Data aims to leverage opportunities in the cloud computing and big data sectors, enhancing product competitiveness and market coverage [5]. - The company offers a range of tools and platforms for data lifecycle management, including data synchronization, extraction, cleaning, and analysis solutions [5].

Core Viewpoint - The company, Yingfang Software, has shown a significant increase in trading activity and financial performance, indicating potential growth opportunities in the software industry [1][2]. Group 1: Trading Activity - On November 4, Yingfang Software's stock rose by 1.90%, with a trading volume of 544 million yuan [1]. - The financing buy-in amount for the day was 65.58 million yuan, while the financing repayment was 57.41 million yuan, resulting in a net financing buy-in of 8.18 million yuan [1]. - As of November 4, the total financing and securities lending balance for Yingfang Software was 142 million yuan, accounting for 6.52% of its market capitalization, which is above the 90th percentile of the past year [1]. Group 2: Company Overview - Yingfang Software, established on August 12, 2011, and listed on January 19, 2023, is located in Shanghai and specializes in providing data replication software, integrated hardware and software solutions, and related services [1]. - The revenue composition of the company includes software products (60.37%), software-related services (20.57%), integrated hardware and software products (15.97%), and others (3.09%) [1]. Group 3: Financial Performance - As of September 30, the number of shareholders for Yingfang Software was 6,509, an increase of 0.91% from the previous period [2]. - The average number of circulating shares per person was 7,248, reflecting a 1.32% increase [2]. - For the period from January to September 2025, the company achieved a revenue of 132 million yuan, representing a year-on-year growth of 11.26%, while the net profit attributable to the parent company was -14.71 million yuan, showing a year-on-year increase of 53.56% [2].

Core Viewpoint - The stock of Shanghai Yingfang Software Co., Ltd. increased by 5.03% on October 31, reaching a price of 36.95 CNY per share, with a total market capitalization of 3.085 billion CNY [1] Company Overview - Shanghai Yingfang Software Co., Ltd. was established on August 12, 2011, and went public on January 19, 2023. The company is located at 2049 Lane 15, Pujin Road, Minhang District, Shanghai [1] - The main business involves providing data replication-related software, integrated hardware and software solutions, and software-related services. The revenue composition is as follows: software products 60.37%, software-related services 20.57%, integrated hardware and software products 15.97%, and others 3.09% [1] Fund Holdings - One fund under Dongfang Fund has a significant holding in Yingfang Software. The Dongfang Quantitative Growth Flexible Allocation Mixed A Fund (005616) held 20,800 shares in the third quarter, accounting for 0.59% of the fund's net value, ranking as the eighth largest holding [2] - The fund has achieved a return of 35.97% year-to-date, ranking 2442 out of 8154 in its category, and a return of 37.96% over the past year, ranking 1964 out of 8046 [2] Fund Manager Information - The fund manager of Dongfang Quantitative Growth Flexible Allocation Mixed A Fund is Wang Huaixun, who has been in the position for 3 years and 169 days. The total asset size of the fund is 799 million CNY, with the best return during his tenure being 57.41% and the worst being 5.85% [3]

Group 1 - The core viewpoint of the news is that Yingfang Software experienced a decline in stock price and trading volume, with significant changes in financing and margin trading activities on October 22 [1] - On October 22, Yingfang Software's stock price fell by 0.77%, with a trading volume of 20.63 million yuan. The financing buy amount was 948,200 yuan, while the financing repayment was 1,555,200 yuan, resulting in a net financing buy of -607,000 yuan [1] - As of October 22, the total balance of margin trading for Yingfang Software was 86.31 million yuan, which accounts for 5.47% of its circulating market value, indicating a low financing balance compared to the past year [1] Group 2 - As of June 30, Yingfang Software had 6,450 shareholders, an increase of 1.90% from the previous period, while the average circulating shares per person decreased by 1.86% to 7,154 shares [2] - For the first half of 2025, Yingfang Software reported operating revenue of 84.35 million yuan, a year-on-year increase of 0.93%, while the net profit attributable to shareholders was -9.53 million yuan, reflecting a year-on-year growth of 55.35% [2]

Group 1 - The core viewpoint of the news is that Yingfang Software experienced a decline in stock price and trading volume, with significant details on its financing and stock performance [1] - On October 17, Yingfang Software's stock fell by 3.74%, with a trading volume of 39.69 million yuan [1] - The financing data indicates that on the same day, the company had a financing buy-in of 5.37 million yuan and a net financing buy of 0.87 million yuan, with a total financing balance of 88.68 million yuan, representing 5.79% of its market capitalization [1][2] Group 2 - As of June 30, the number of shareholders for Yingfang Software increased by 1.90% to 6,450, while the average circulating shares per person decreased by 1.86% to 7,154 shares [2] - For the first half of 2025, Yingfang Software reported a revenue of 84.35 million yuan, reflecting a year-on-year growth of 0.93%, while the net profit attributable to the parent company was -9.53 million yuan, showing a year-on-year increase of 55.35% [2]

Core Viewpoint - The company, Yingfang Software, is actively participating in the domestic software ecosystem, focusing on data replication technologies and solutions for various industries, including finance and government [2][3]. Company Overview - Yingfang Software, established on August 12, 2011, is located in Shanghai and specializes in data replication software, integrated hardware-software solutions, and related services [7]. - The company's revenue composition includes 60.37% from software products, 20.57% from software-related services, 15.97% from integrated hardware-software products, and 3.09% from other sources [7]. Product and Technology - The company has developed core data replication technologies, including dynamic file byte-level replication, database semantic-level replication, and volume block-level replication, which are essential for disaster recovery and data protection [2][3]. - Yingfang Software's products are compatible with various domestic and international software brands, and they have achieved compatibility certification with Huawei's Kunpeng chips and other platforms [2][3]. Market Position - Yingfang Software is recognized as one of the top three suppliers in the domestic data replication and protection software market [3]. - The company's software products are widely used in core business systems of financial institutions, including securities firms, banks, insurance companies, and asset management companies, as well as in government, healthcare, and telecommunications sectors [3]. Financial Performance - For the first half of 2025, Yingfang Software reported a revenue of 84.35 million yuan, reflecting a year-on-year growth of 0.93%, while the net profit attributable to the parent company was -9.53 million yuan, showing a significant year-on-year improvement of 55.35% [8].