内容概况：随着"数据要素化"与"人工智能"两大引擎的并轨，数据复制从一项基础的IT保障技术，升级 为支撑企业数字化转型和国家数据基础设施建设的核心支柱。2024年，中国数据复制软件行业市场规模 约为7.58亿元，同比增长12.30%。技术方面，实时复制、持续数据保护（CDP）、跨平台兼容等技术成 熟，支撑从本地到云端、结构化到非结构化数据的全场景覆盖。例如，英方软件"动态文件字节级复 制"实现金融核心系统PB级数据国产替代，华为OceanStor存储层块级复制满足政府云灾备需求。 相关上市企业：英方软件（688435） 相关企业：浪潮电子信息产业股份有限公司、曙光信息产业股份有限公司、紫光股份有限公司、兆易创 新科技集团股份有限公司、北京君正集成电路股份有限公司、锐捷网络股份有限公司、中兴通讯股份有 限公司、海光信息技术股份有限公司、中科寒武纪科技股份有限公司、奇安信科技集团股份有限公司 关键词：数据复制软件、数据复制软件市场规模、数据复制软件行业现状、数据复制软件发展趋势 一、行业概述 数据复制软件是一种通过监控、获取、传输、存储及校验数据，实现数据从源端向目标端精准复制的专 用工具。其主要功能是将一组数据 ...

来源：新浪证券-红岸工作室 2、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。 3、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。 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，成功应用于众多境内证券 公司及银行、保险公司、基金公司、资产管理公司等金融机构的核心业务系统。除金融领域外， ...

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3.09%。 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%。 12月31日，英方软件涨4.00%，成交额1.47亿元。两融数据显示，当日英方软件获融资买入额1108.56万 元，融资偿还1541.25万元，融资净买入-432.69万元。截至12月31日，英方软件融资融券余额合计1.80 亿元。 融资方面，英方软件当日融资买入1108.56万元。当前融资余额1.80亿元，占流通市值的8.18%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，英方软件12月31日融券偿还0.00股，融券卖出 ...

异动分析 华为欧拉+腾讯概念+数据安全+数字经济+华为鲲鹏 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、2023年10月23日互动易：公司目前拥有容灾、备份、云灾备、大数据四大产品线，近30款标准化产 品，目前有超过300家合作伙伴。英方与合作伙伴共同进行产品方案的联合推广，合作企业包括华为、 新华三、浪潮、曙光、腾讯云、百度云、京东云，以及传统的IT产品经销商，如伟仕佳杰等。在英方全 国合作商中，包括了区域业务整合能力强的国企，通过转售、定制开发等方式进行英方产品的销售。新 型工业化公司本身就是英方的客户群体，同时该类公司也可以在其体系内转售英方的产品，这需要看具 体的合作模式和对方公司本身的业务发展方向与需求。 来源：新浪证券-红岸工作室 12月25日，英方软件跌0.44%，成交额7942.80万元，换手率3.51%，总市值39.91亿元。 (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) 资金分析 今日主力净流入-697.78 ...

融券方面，英方软件12月23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3.09%。 来源：新浪证券-红岸工作室 12月23日，英方软件涨0.68%，成交额6035.74万元。两融数据显示，当日英方软件获融资买入额770.41 万元，融资偿还864.61万元，融资净买入-94.20万元。截至12月23日，英方软件融资融券余额合计1.84 亿元。 融资方面，英方软件当日融资买入770.41万元。当前融资余额1.84亿元，占流通市值的8.23%，融资余 额超过近一年80%分位水平，处于高位。 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 ...

来源：新浪证券-红岸工作室 12月17日，英方软件涨5.85%，成交额1.45亿元。两融数据显示，当日英方软件获融资买入额865.39万 元，融资偿还1384.85万元，融资净买入-519.47万元。截至12月17日，英方软件融资融券余额合计1.82 亿元。 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12月17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 ...

融资方面，英方软件当日融资买入2455.78万元。当前融资余额2.57亿元，占流通市值的10.57%，融资 余额超过近一年90%分位水平，处于高位。 融券方面，英方软件12月8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。 来源：新浪证券-红岸工作室 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3.09%。 12月8日，英方软件涨2.89%，成交额1.70亿元。两融数据显示，当日英方软件获融资买入额2455.78万 元，融资偿还2030.83万元，融资净买入424.95万元。截至12月8日，英方软件融资融券余额合计2.57亿 元。 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 ...

Core Viewpoint - The company, Yingfang Software, is actively participating in the domestic software ecosystem and has established itself as a key player in data protection and replication technology, particularly in the financial sector and other industries. Group 1: Company Overview - Yingfang Software was founded on August 12, 2011, and went public on January 19, 2023. The company is based in Shanghai and specializes in providing data replication software, integrated hardware-software solutions, and related services [7] - The revenue composition of the company 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] Group 2: Market Position and Performance - As of September 30, the company had 6,509 shareholders, an increase of 0.91% from the previous period, with an average of 7,248 circulating shares per person, up by 1.32% [8] - For the period from January to September 2025, Yingfang Software achieved a revenue of 132 million yuan, representing a year-on-year growth of 11.26%. However, the net profit attributable to the parent company was -14.71 million yuan, which is a 53.56% increase in loss compared to the previous year [8] Group 3: Industry and Technological Integration - The company has joined the openEuler community and supports the Huawei Euler operating system, indicating a commitment to promoting domestic software innovation and self-sufficiency [2] - Yingfang Software is recognized as one of the top three suppliers in the domestic data replication and protection software market, with its products widely used in financial institutions and various sectors such as government, healthcare, and telecommunications [3][5] - The company has developed advanced data replication technologies compatible with various domestic and international software brands, including certifications with Kunpeng chips and cloud platforms [2][3] Group 4: Investment and Trading Insights - On November 28, Yingfang Software's stock fell by 4.50%, with a trading volume of 347 million yuan and a turnover rate of 13.53%, resulting in a total market capitalization of 4.466 billion yuan [1] - The average trading cost of the stock is 55.56 yuan, with recent buying activity observed, although the strength of this accumulation is not strong. The stock price is currently fluctuating between resistance at 59.10 yuan and support at 49.68 yuan [6]

Core Viewpoint - The company, Yingfang Software, is focused on data replication and has shown significant growth in revenue and product offerings, positioning itself as a key player in the data security and digital economy sectors. Company Overview - Yingfang Software, established on August 12, 2011, is located in Shanghai and specializes in providing data replication software, integrated hardware-software solutions, and related services. The 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 finance, government, healthcare, and telecommunications, ensuring data security and business continuity while facilitating digital transformation [4]. Market Position and Performance - As of September 30, the company had 6,509 shareholders, with an average of 7,248 circulating shares per person, indicating a slight increase in shareholder engagement [9]. - For the period from January to September 2025, Yingfang Software 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 -14.71 million yuan, showing a significant increase in losses by 53.56% 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, aiming to promote innovation and self-sufficiency in the domestic software industry [2]. - The company's data replication software has been successfully applied in numerous core business systems of domestic financial institutions, showcasing its strong market presence [4].

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].