Group 1 - The stock of Aerospace Software fell by 5.08% on January 20, closing at 22.97 yuan per share, with a trading volume of 170 million yuan and a turnover rate of 4.19%, resulting in a total market capitalization of 9.188 billion yuan [1] - Beijing Shenzhou Aerospace Software Technology Co., Ltd. was established on December 12, 2000, and went public on May 24, 2023. The company focuses on three main business areas: autonomous software products (basic software, industrial software), information technology services (financial information technology services, commercial secret cloud services, information operation and maintenance services), and information system integration, primarily targeting the aerospace and government sectors [1] - The revenue composition of the company's main business includes: information system integration at 58.91%, autonomous software products at 27.56%, information technology services at 13.53%, and other (supplementary) at 0.00% [1] Group 2 - From the perspective of major holdings, one fund under China Merchants Fund has a significant position in Aerospace Software. The China Merchants National Index 2000 Enhanced A (018786) increased its holdings by 8,000 shares in the third quarter, totaling 55,100 shares, which represents 0.9% of the fund's net value, ranking as the tenth largest holding [2] - The China Merchants National Index 2000 Enhanced A (018786) was established on August 1, 2023, with a latest scale of 37.5255 million. Year-to-date returns are 8.07%, ranking 1798 out of 5542 in its category; the one-year return is 53.65%, ranking 1104 out of 4235; and since inception, the return is 63.34% [2] Group 3 - The fund manager of China Merchants National Index 2000 Enhanced A (018786) is Deng Tong, who has been in the position for 4 years and 60 days. The total asset size of the fund is 8.712 billion yuan, with the best fund return during his tenure being 122.59% and the worst being 1.78% [3]

Core Viewpoint - Aerospace Software's stock price has shown a significant increase of 29.04% year-to-date, despite a recent decline of 2.19% over the last five trading days, indicating volatility in the market [1]. Group 1: Stock Performance - As of December 24, Aerospace Software's stock price rose by 2.09% to 20.53 CNY per share, with a trading volume of 137 million CNY and a turnover rate of 3.91%, resulting in a total market capitalization of 8.212 billion CNY [1]. - The stock has experienced a 7.37% increase over the past 20 days and an 18.81% increase over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Aerospace Software reported a revenue of 414 million CNY, reflecting a year-on-year decrease of 19.07%, while the net profit attributable to shareholders was -103 million CNY, a decline of 26.11% year-on-year [2]. - The company's main business revenue composition includes 58.91% from information system integration, 27.56% from proprietary software products, and 13.53% from information technology services [1]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Aerospace Software was 12,900, an increase of 1.59% from the previous period, with an average of 13,439 circulating shares per person, a decrease of 1.56% [2]. - The company has distributed a total of 18 million CNY in dividends since its A-share listing [3].

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]