证券日报网讯 1月12日，航天软件在互动平台回答投资者提问时表示，公司核心产品神通数据库多年来 持续迭代优化并完成多次升级，产品性能与功能模块不断完善。2023年，公司启动该产品的重大升级研 发工作，历经技术攻关与全面测试，于2024年正式发布神通数据库V8.0产品。该产品已于2025年6月顺 利通过安全可靠测评。目前，神通数据库已广泛应用于国防、航天军工、电子政务、审计、交通、医 疗、电信、金融等关键领域，为各行业核心业务系统提供自主可控、安全高效的底层数据支撑。 （文章来源：证券日报） ...

格隆汇1月12日｜有投资者在互动平台向航天软件提问：请问贵司的软件应用与数据库在卫星与火箭发 射起到什么作用？是否重要？ 在生产制造阶段，软件能够统筹生产计划管理、过程质量管理、供应链外协、物流仓储调度等业务数 据，为卫星与火箭装备的高效研制与质量保障提供坚实支撑。 与此同时，公司核心产品神通数据库，作为航天科研生产与经营管理领域的底层数据底座，承担着核心 数据的安全存储、高效分析与应用等关键职能，为全周期的数据管理提供自主可控的坚实支撑。 在研发设计阶段，软件可对产品三维模型、电子设计模型、研制技术报告、工艺路线及工艺规程等核心 数据进行一体化管理，实现多专业协同设计与技术状态精准把控； 航天软件回复称，公司自主研发的工业软件主要应用在卫星与火箭全流程研制过程，贯穿研发设计与生 产制造两大核心环节。 ...

格隆汇1月12日丨航天软件(688562.SH)在互动平台表示，公司自主研发的工业软件主要应用在卫星与火 箭全流程研制过程，贯穿研发设计与生产制造两大核心环节。在研发设计阶段，软件可对产品三维模 型、电子设计模型、研制技术报告、工艺路线及工艺规程等核心数据进行一体化管理，实现多专业协同 设计与技术状态精准把控；在生产制造阶段，软件能够统筹生产计划管理、过程质量管理、供应链外 协、物流仓储调度等业务数据，为卫星与火箭装备的高效研制与质量保障提供坚实支撑。与此同时，公 司核心产品神通数据库，作为航天科研生产与经营管理领域的底层数据底座，承担着核心数据的安全存 储、高效分析与应用等关键职能，为全周期的数据管理提供自主可控的坚实支撑。 ...

格隆汇1月12日丨航天软件(688562.SH)在互动平台表示，公司对于神通数据库产品针对不同应用领域进 行了有针对性的功能和技术开发，在不同应用领域形成了具有一定功能和技术差异的神通数据库产品。 在航天军工领域，主要应用国家重大航天型号工程的测试、发射、控制等重要信息系统；军工类央企单 位的产品设计、生产、测试过程中的信息系统；相关军用信息系统和军事重大工程。在政府政务领域， 主要适用于结构化大数据的精确查询、实时分析等场景，如互联网监管等数据分析应用场景，目前已得 到广泛应用。在行政办公等政府政务领域，适用于办公OA、网站等以读为主的系统，已应用于政府党 政机关内部OA、信息管理系统、政务网站等平台。在金融、电信、能源等其他领域，适用于联机在线 事务处理过程，已在金融、电信、能源等行业的信息系统开始实践应用。相关信息请关注公司的定期报 告。 ...

航天软件今年以来股价涨29.04%，近5个交易日跌2.19%，近20日涨7.37%，近60日涨18.81%。 资料显示，北京神舟航天软件技术股份有限公司位于北京市海淀区永丰路28号，成立日期2000年12月12 日，上市日期2023年5月24日，公司主营业务涉及以神通数据库和AVIDMFoundation为基础,构建了自主 软件产品(基础软件、工业软件)、信息技术服务(金审信息化服务、商密网云服务、信息化运维服务)和 信息系统集成(主要面向航天及党政军领域)等三大主营业务,具备完整的软件和信息化服务能力。主营业 务收入构成为：信息系统集成58.91%，自主软件产品27.56%，信息技术服务13.53%，其他(补 充)0.00%。 12月24日，航天软件盘中上涨2.09%，截至10:37，报20.53元/股，成交1.37亿元，换手率3.91%，总市值 82.12亿元。 资金流向方面，主力资金净流出1484.83万元，特大单买入455.57万元，占比3.33%，卖出412.25万元， 占比3.01%；大单买入3533.89万元，占比25.84%，卖出5062.04万元，占比37.02%。 截至9月30日，航天软件 ...

数据显示，招商基金旗下1只基金重仓航天软件。招商国证2000指数增强A（018786）三季度增持8000 股，持有股数5.51万股，占基金净值比例为0.9%，位居第十大重仓股。根据测算，今日浮盈赚取约5.84 万元。 招商国证2000指数增强A（018786）成立日期2023年8月1日，最新规模3752.55万。今年以来收益 36.25%，同类排名1067/4197；近一年收益34.18%，同类排名1145/4143；成立以来收益46.3%。 招商国证2000指数增强A（018786）基金经理为邓童。 12月18日，航天软件涨5.05%，截至发稿，报22.05元/股，成交2.32亿元，换手率6.27%，总市值88.20亿 元。 截至发稿，邓童累计任职时间4年27天，现任基金资产总规模87.12亿元，任职期间最佳基金回报 74.06%， 任职期间最差基金回报0.5%。 资料显示，北京神舟航天软件技术股份有限公司位于北京市海淀区永丰路28号，成立日期2000年12月12 日，上市日期2023年5月24日，公司主营业务涉及以神通数据库和AVIDMFoundation为基础,构建了自主 软件产品(基础软件、工业软件) ...

Core Viewpoint - Aerospace Software's stock price has shown significant growth this year, with a 29.60% increase, indicating strong market performance despite recent financial challenges [1][2]. Company Overview - Aerospace Software, established on December 12, 2000, and listed on May 24, 2023, is based in Haidian District, Beijing. The company specializes in autonomous software products, IT services, and information system integration, primarily targeting the aerospace and government sectors [1]. - The company's revenue composition includes 58.91% from information system integration, 27.56% from autonomous software products, and 13.53% from IT services [1]. Financial Performance - As of September 30, 2025, Aerospace Software reported a revenue of 414 million yuan, a year-on-year decrease of 19.07%, and a net profit of -103 million yuan, reflecting a 26.11% decline [2]. - The company has distributed a total of 18 million yuan in dividends since its A-share listing [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 1.59% to 12,900, with an average of 13,439 circulating shares per person, a decrease of 1.56% [2]. - Hong Kong Central Clearing Limited is noted as a new major shareholder, holding 1.2493 million shares [3]. Market Activity - On December 2, the stock price rose by 2.08% to 20.62 yuan per share, with a trading volume of 154 million yuan and a turnover rate of 4.39%, leading to a total market capitalization of 8.248 billion yuan [1]. - The net outflow of main funds was 3.2498 million yuan, with significant buying and selling activity from large orders [1].

Core Points - Aerospace Software has experienced a decline of 5.06% on November 21, with a current stock price of 17.25 CNY per share and a total market capitalization of 6.9 billion CNY [1] - The company has seen a cumulative drop of 4.01% over the past three days [1] Company Overview - Beijing Shenzhou Aerospace Software Technology Co., Ltd. was established on December 12, 2000, and went public on May 24, 2023 [1] - The company specializes in three main business areas: autonomous software products (27.56% of revenue), information technology services (13.53% of revenue), and information system integration (58.91% of revenue) [1] Fund Holdings - One fund under China Merchants Fund has a significant holding in Aerospace Software, specifically the China Merchants National Index 2000 Enhanced A (018786), which increased its holdings by 8,000 shares in the third quarter [2] - The fund currently holds 55,100 shares, representing 0.9% of its net asset value, with an estimated floating loss of approximately 50,700 CNY today [2] Fund Performance - The China Merchants National Index 2000 Enhanced A fund has a total asset size of 375.255 million CNY and has achieved a year-to-date return of 37.57% [2] - The fund ranks 900 out of 4,208 in its category for year-to-date performance and has a cumulative return of 47.72% since its inception [2]

Group 1 - The core viewpoint of the news is that Aerospace Software experienced a decline in stock price and significant trading activity, indicating potential investor interest and market volatility [1] - On September 23, Aerospace Software's stock fell by 2.10%, with a trading volume of 104 million yuan, and a net financing purchase of 12.60 million yuan, suggesting active trading and investor engagement [1] - The company's financing balance reached 188 million yuan, accounting for 6.29% of its market capitalization, indicating a high level of leverage compared to historical data [1] Group 2 - Aerospace Software, established on December 12, 2000, and listed on May 24, 2023, operates in three main business areas: information system integration (58.91% of revenue), proprietary software products (27.56%), and IT services (13.53%) [2] - For the first half of 2025, Aerospace Software reported a revenue of 323 million yuan, a year-on-year decrease of 24.20%, and a net profit attributable to shareholders of -61.80 million yuan, reflecting a decline of 21.59% [2] - The company has distributed a total of 18 million yuan in dividends since its A-share listing, indicating a commitment to returning value to shareholders [3]

Core Viewpoint - The report outlines the ongoing supervision and compliance of Beijing Shenzhou Aerospace Software Technology Co., Ltd. (航天软件) following its initial public offering and listing on the Sci-Tech Innovation Board, emphasizing the importance of regulatory adherence and internal control measures [1][2][3] Continuous Supervision Work - The sponsor has established a comprehensive supervision system and signed a continuous supervision agreement with the company, detailing rights and obligations during the supervision period [1][2] - Regular communication, site inspections, and due diligence are conducted to monitor the company's business development and compliance with laws and regulations [2][3] - The sponsor ensures that the company adheres to governance standards and fulfills commitments made to stakeholders [2][3] Financial Performance - For the first half of 2025, the company reported a net profit attributable to shareholders of -61.80 million yuan, primarily due to reduced client budgets for information technology investments [6][8] - The company's revenue decreased by 24.20% year-on-year, amounting to 323.11 million yuan [8] - The total assets as of June 30, 2025, were 3.06 billion yuan, reflecting a 3.61% decrease from the previous year [8] Risks - The company faces core competitiveness risks due to rapid technological advancements in the software and information technology sector, which may impact its operational model and market position [6][8] - Operational risks are highlighted by the company's reliance on government funding for research projects, which could affect performance if such funding decreases [7][8] - High accounts receivable and inventory levels pose financial risks, with accounts receivable at 396 million yuan and inventory at 707 million yuan as of mid-2025 [7][8] Research and Development - The company has increased its R&D expenditure by 10.74% year-on-year, totaling 83.39 million yuan, which represents a significant investment in maintaining technological leadership [9][12] - Key technological advancements include improvements in database management systems and collaborative design technologies, enhancing the company's competitive edge in the aerospace sector [12][14] Shareholder Structure - As of June 30, 2025, the controlling shareholder is Aerospace Science and Technology Corporation, holding 47.86% of the shares, indicating strong backing from a major state-owned enterprise [18][19] - There are no reported pledges, freezes, or reductions in shareholdings by major shareholders or management, reflecting stability in ownership [18][19]