经济观察网网达软件（603189）于2026年1月30日晚间披露2025年度业绩预告，预计2025年归母净利润 为1050万元至1550万元，同比增长0.22%至47.94%；营业收入预计为2.5亿元至3.3亿元，同比变动幅度 为下降1.33%至增长25.25%。业绩变动主要源于公司经营保持稳定，第四季度与国产信创相关业务收入 约6100万元，但收入会计处理待审计论证，不影响利润总额。最新数据显示，公司2025年前三季度营收 同比减少28.58%，净利润同比减少44.11%，业绩预告预示四季度改善潜力。 近期事件 2026年2月9日，网达软件发布对2024年报告信息披露监管问询函的回复公告，针对研发费用、存货跌价 损失及无形资产减值等问题进行说明。回复指出，2024年研发费用同比下降46.92%，主要因优化投入 聚焦AI视频大数据等核心业务；AI视频大数据解决方案收入大幅增长，毛利率由负转正，受益于船载 智能终端等产品落地。该事件反映公司业务转型进展，但监管关注点可能影响市场信心。 股票近期走势 近7天网达软件股价呈现震荡上行态势，2月12日收盘报21.19元，单日涨幅0.14%，成交额1.34亿元；截 至2 ...

Group 1 - The core viewpoint of the news is that Wangda Software has shown significant stock price performance, with a year-to-date increase of 52.05% and a recent trading volume indicating active market interest [2][3] - As of October 21, Wangda Software's stock price reached 22.26 yuan per share, with a total market capitalization of 6 billion yuan [1] - The company has experienced a net inflow of main funds amounting to 12,700 yuan, indicating positive investor sentiment [1] Group 2 - Wangda Software's main business revenue composition includes AI video big data solutions (50.78%), high-definition video solutions (46.10%), and other services [2] - The company has been listed on the Longhu list three times this year, with the most recent net buy of -38.37 million yuan on September 23 [2] - As of June 30, the number of shareholders decreased by 16.80% to 36,400, while the average circulating shares per person increased by 20.19% to 7,408 shares [3] Group 3 - For the first half of 2025, Wangda Software reported a revenue of 127 million yuan, a year-on-year decrease of 28.30%, and a net profit of 4.82 million yuan, down 19.68% [3] - Since its A-share listing, the company has distributed a total of 174 million yuan in dividends, with 93.71 million yuan distributed in the last three years [4]

Group 1 - The core viewpoint of the news is that Wangda Software's stock has experienced fluctuations, with a year-to-date increase of 48.77% but a recent decline in the last five trading days [1] - As of October 20, Wangda Software's stock price was 21.78 CNY per share, with a total market capitalization of 5.871 billion CNY [1] - The company has seen a net outflow of main funds amounting to 10.83 million CNY, with significant selling pressure observed [1] Group 2 - Wangda Software, established on December 9, 2009, and listed on September 14, 2016, is located in the China (Shanghai) Free Trade Zone and specializes in mobile internet multimedia software and business intelligence applications [2] - The company's revenue composition includes AI video big data solutions (50.78%), high-definition video solutions (46.10%), and other services [2] - As of June 30, the number of shareholders decreased by 16.80% to 36,400, while the average circulating shares per person increased by 20.19% to 7,408 shares [2] Group 3 - Wangda Software has distributed a total of 174 million CNY in dividends since its A-share listing, with 93.713 million CNY distributed over the past three years [3]

Summary of Key Points Core Viewpoint - The company held a performance briefing for the fiscal year 2024 and the first quarter of 2025, highlighting significant growth in revenue and net profit, driven by advancements in artificial intelligence and innovative solutions in various sectors [1][2]. Financial Performance - For the fiscal year 2024, the company reported a revenue of 334,431,235.63 yuan, an increase of 13.18% year-on-year - The net profit attributable to shareholders was 10,476,947.66 yuan, up 112.57% from the previous year - The net profit after deducting non-recurring gains and losses was 2,206,158.43 yuan, reflecting a growth of 102.34% [2]. Future Growth Drivers - Future profitability is expected to be driven by self-developed industry models targeting smart security, smart communities, and smart healthcare, providing specialized and lightweight solutions - The company aims to standardize its technology modules to reduce customization costs and enhance operational efficiency [3]. Industry Solutions Development - The company plans to integrate AI large models with ultra-high-definition video and XR technology to offer high-value solutions in niche markets [5]. Dividend Distribution - The company proposed a cash dividend of 1.50 yuan per 10 shares, totaling approximately 40,051,312.35 yuan (including tax), reflecting a significant increase in profit distribution compared to previous years [5]. Collaboration with Huawei - The company is a service provider for Huawei's HarmonyOS and has over 100 certified engineers, actively participating in the development of applications for the HarmonyOS ecosystem [6]. Product Applications in AI Models - The company is developing AI models for various sectors, including safety management in ports and comprehensive media content production systems, enhancing operational efficiency and media capabilities [7][8]. First Quarter Performance - In the first quarter of 2025, the company achieved a revenue of 74,470,050.49 yuan, an increase of 11.11% year-on-year, with a net profit of 1,210,720.75 yuan, up 35.34% [11]. 2025 Development Plans - The company plans to strengthen its video technology capabilities, activate AI model potential, and expand XR technology applications, focusing on digital transformation in various industries [12].