分红方面，航天软件A股上市后累计派现1800.00万元。 责任编辑：小浪快报 融券方面，航天软件9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200.00股，融券余额3456.00元，超过近一年80%分位水平，处于高位。 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%。 截至6月30日，航天软件股东户数1.27万，较上期增加10.81%；人均流通股13652股，较上期减少 7.62%。2025年1月-6月，航天软件实现营业收入3.23亿元，同比减少24.20%；归母净利润-6180.23万 ...

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]

Core Viewpoint - The company reported a significant decline in revenue and a net loss for the first half of 2025, while continuing to focus on technological advancements and product development. Financial Performance - In the first half of 2025, the company achieved operating revenue of 323 million yuan, a year-on-year decrease of 24.20% - The net profit attributable to shareholders was a loss of 61.80 million yuan [1] Business Development - The company adheres to a technology-driven approach, enhancing product R&D to strengthen its core competitiveness - The AVIDM product series is being upgraded, with the release of version V6.2 and ongoing development of AVPLM2025 [1] - The ASP+ foundational platform has been iterated to improve operational support capabilities across multiple business areas [1] Market Expansion - The company is accelerating the iterative upgrade of database products, focusing on the ShenTong database and ShenTong MPP distributed database, with new versions expected to be released within the year - It has successfully penetrated new markets such as public security and weapons industries while maintaining traditional sectors like government, military, finance, and auditing [2] Cloud Services and AI Integration - The company is enhancing its commercial secret network cloud service capabilities, utilizing a "one cloud, multiple cores + multi-domain management" approach to create a secure cloud computing foundation - It is also innovating operational service capabilities and expanding into external user service areas [2] - The company is actively planning AI initiatives to empower existing software and business development, exploring AI-based scenarios for software upgrades and market expansion [2]

Group 1: Industry Overview - The Chinese aerospace industry is experiencing explosive growth, driven by policy and technological advancements, with a predicted market size of 2.8 trillion yuan by 2025 [1] - The government emphasizes the development of emerging industries and modern industrial systems, including commercial aerospace and low-altitude economy [1] Group 2: Company Strategies - Aerospace Power plans to focus on liquid power technology innovation and product upgrades while enhancing management capabilities to ensure sustainable development [2] - Aerospace Software aims to improve operational management and market positioning by focusing on key sectors like aerospace and military, while enhancing core product competitiveness [3] Group 3: Product Development and Progress - Aerospace Electronics is engaged in the development and production of aerospace electronic information and unmanned systems, with a focus on defense applications [4] - The development of the Feihong-97A unmanned system is ongoing, with preliminary design and testing phases completed [5] - Aerospace Power is advancing its hydrogen energy project, with production capabilities for hydrogen storage and transportation equipment established [5] Group 4: Satellite Operations - China Satcom operates 18 commercial communication satellites, with plans for future satellite construction and launches, including the successful launch of the Zhongxing 10R satellite in February 2025 [6]

Core Viewpoint - The company has announced its "Quality Improvement and Efficiency Enhancement Return Action Plan" for 2025, aiming to enhance governance, promote high-quality development, and improve market image while addressing recent operational challenges and losses [1][2]. Group 1: Operational Performance - The company reported a net profit loss of 82.1342 million yuan, attributed to a downturn in the macroeconomic environment, reduced client budgets for IT investments, and intensified market competition [1]. - The company is focusing on its core business, adjusting its business structure, and actively exploring new markets, which has impacted cost control [1][2]. Group 2: Innovation and R&D - The company plans to enhance its innovation capabilities by implementing a long-term product strategy and annual R&D plans, with a focus on digital transformation and core technology development [3][4]. - Key product innovations include upgrades to the ASP+ platform and the development of collaborative software and simulation platforms [5]. Group 3: Governance and Compliance - The company is committed to improving its governance structure by optimizing the board composition and enhancing internal control systems to ensure compliance with relevant laws and regulations [6][9]. - A focus on performance management for executives and employees is intended to boost organizational vitality and governance capabilities [3][9]. Group 4: Shareholder Returns - The company has established a three-year dividend plan post-listing, emphasizing the sharing of development results with shareholders while ensuring sustainable growth [6]. - A cash dividend of 18 million yuan was distributed to shareholders for the fiscal year 2023, reflecting the company's commitment to investor returns [6]. Group 5: Investor Communication - The company aims to enhance investor communication by organizing at least three performance briefings annually and utilizing various channels for effective engagement [7][8]. - Efforts will be made to improve the quality of information disclosure, ensuring that key information is easily accessible to investors [8].

shanszmmzmm 期限 0 本次发行股票拟在科创板上市，科创板公司具有研发投入大、经营风险高、业绩不 稳定、退市风险高等特点，投资者面临较大的市场风险。投资者应充分了解科创板的投 资风险及本公司所披露的风险因素，审慎作出投资决定。。 北京神舟航天软件技术股份有限公司 Beijing Shenzhou Aerospace Software Technology Co.,LTD. （北京市海淀区永丰路 28 号） 首次公开发行股票并在科创板上市 招股说明书 保荐人（主承销商） 1-1-1 （深圳市罗湖区红岭中路 1012 号国信证券大厦十六层至二十六层） 北京神舟航天软件技术股份有限公司 招股说明书 发行人声明 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发行 人自行负责；投资者自主判断发行人的投资价值，自主作出投资决策，自行承担 股票依法发行后因发行人经营与收益变化或者股票价格变动引致的投资风险。 1-1-1 北京神舟航天软件技术股份有限公司 招股说明书 | 本次发行概况 | | --- | | 发行股票类型 | 人民币普通股（A 股） | | | | | --- | --- | --- ...

zmmzmm 期限 0 本次股票发行后拟在科创板市场上市，该市场具有较高的投资风险。科创板公司具 有研发投入大、经营风险高、业绩不稳定、退市风险高等特点，投资者面临较大的市场 风险。投资者应充分了解科创板市场的投资风险及本公司所披露的风险因素，审慎作出 投资决定。 北京神舟航天软件技术股份有限公司 Beijing Shenzhou Aerospace Software Technology Co.,LTD. （北京市海淀区永丰路 28 号） 首次公开发行股票并在科创板上市 招股意向书 1-1-1 保荐人（主承销商） （深圳市罗湖区红岭中路 1012 号国信证券大厦十六层至二十六层） 北京神舟航天软件技术股份有限公司 招股意向书 发行人声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任 何与之相反的声明均属虚假不实陈述。 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发行 人自行负责；投资者自主判断发行人的投资价值，自主作出投资决策 ...