资料显示，北京华大九天科技股份有限公司位于北京市朝阳区利泽中二路2号望京科技园A座二层，成 立日期2009年5月26日，上市日期2022年7月29日，公司主营业务涉及用于集成电路设计与制造的EDA 工具软件开发、销售及相关服务业务。主营业务收入构成为：EDA软件销售82.57%，技术服务 13.41%，硬件、代理软件销售及其他4.02%。 华大九天所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：融资融券、大盘、集 成电路、大基金概念、芯片概念等。 1月7日，华大九天盘中上涨2.00%，截至11:12，报113.59元/股，成交4.35亿元，换手率0.71%，总市值 619.56亿元。 资金流向方面，主力资金净流入2404.51万元，特大单买入4670.72万元，占比10.74%，卖出1564.38万 元，占比3.60%；大单买入1.13亿元，占比26.01%，卖出1.20亿元，占比27.62%。 华大九天今年以来股价涨6.83%，近5个交易日涨5.76%，近20日涨6.72%，近60日跌16.58%。 分红方面，华大九天A股上市后累计派现2.44亿元。 机构持仓方面，截止2025年9月30日 ...

Core Viewpoint - The software services sector is entering a new phase of differentiation, driven by AI, with opportunities becoming more concentrated but of higher quality [2]. Group 1: Industry Overview - By 2025, the A-share software services industry is expected to show a moderate but certain recovery, with an overall market value growth of approximately 18%, increasing from 3.32 trillion yuan at the beginning of the year to 3.9 trillion yuan by year-end [3]. - The market perception is shifting from "growth anxiety" to "capability reassessment," indicating a more mature evaluation of companies in the sector [3]. - The growth in market value across different segments is relatively balanced but still shows tiered differences, with the highest growth seen in Information Technology Consulting and Other Services at +19.6%, reflecting a renewed demand for IT consulting and industry solutions [3][4]. Group 2: Market Segmentation - The market performance of various segments in 2025 is as follows: - Internet Services and Infrastructure: 5,156.09 billion yuan (+16.16%) - System Software: 632.39 billion yuan (+16.12%) - Information Technology Consulting and Other Services: 11,274.12 billion yuan (+19.61%) - Application Software: 21,970.58 billion yuan (+17.00%) - Total: 39,033.18 billion yuan (+17.62%) [4]. - The software services market has evolved from a broad-based growth model to one focused on industry depth, organizational replacement capabilities, and long-term cash flow [4]. Group 3: Leading Companies - As of the end of 2025, there are 319 software service companies listed in A-shares, with a focus on those excelling in R&D innovation, profitability, growth potential, and market performance [5]. - The top ten companies identified include: 1. Kingsoft Office 2. Tonghuashun 3. Runze Technology 4. Huada Jiutian 5. 360 6. Dameng Data 7. Hengniu Shenzi 8. Hongsoft Technology 9. Baoxin Software 10. Hehe Information [7][8]. Group 4: R&D and Financial Health - The R&D innovation performance in the software services sector shows significant polarization, with 57 companies scoring above 400 points (17.9%) and a majority scoring between 200 and 400 points (65.5%) [9]. - Financial health scores indicate that many companies are under pressure, with 87.5% of firms scoring between 300 and 500 points, reflecting challenges such as narrowing profit margins and increased cash flow pressures [11]. Group 5: Growth Potential and Future Trends - Growth potential scores reveal a clear differentiation in the sector, with standout companies in two categories: those benefiting from AI infrastructure and emerging platforms, and those driven by AI and data intelligence technologies [12]. - The structural growth in the software services industry validates the logic of AI technology and domestic substitution, with a focus on three main lines for 2026: 1. Deepening AI applications in system software and entertainment software [15]. 2. Increasing domestic substitution in foundational software like operating systems and databases [15]. 3. Expanding global presence in gaming and industrial software [15].

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 记者丨彭新 编辑丨骆一帆 近日，中国证监会官网披露，芯和半导体科技（上海）股份有限公司（下称"芯和半导体"）及其辅导券 商中信证券向上海证监局提交了辅导工作完成报告。 中信证券在报告结论中表示：经辅导，中信证券认为，辅导对象具备成为上市公司应有的公司治理结 构、会计基础工作、内部控制制度，充分了解多层次资本市场各板块的特点和属性；辅导对象及其董 事、高级管理人员、持有百分之五以上股份的股东和实际控制人（或其法定代表人）已全面掌握发行上 市、规范运作等方面的法律法规和规则、知悉信息披露和履行承诺等方面的责任和义务，树立了进入证 券市场的诚信意识、自律意识和法治意识。 这意味着，在经历年初芯和半导体在上海证监局办理IPO辅导备案登记，拟冲击资本市场，以及被华大 九天收购一案无果而终等一系列事件后，芯和半导体资本动作有了明确走向。 半导体老兵"啃硬骨头" 进入2025年，芯和半导体资本动作陡然加快。 2月7日，芯和半导体在上海证监局办理辅导备案登记，正式启动A股IPO进程。随后于3月17日，华 ...

Core Insights - Huada Jiutian maintains the leading market share in the EDA software sector, which is essential for various stages of integrated circuit design and manufacturing [1] - EDA tools are critical components of the integrated circuit industry chain, serving as a strategic foundation [1] - The company's EDA software products and services cover multiple areas, including analog circuit design, memory circuit design, RF circuit design, digital circuit design, flat panel display circuit design, wafer manufacturing, advanced packaging design, and 3DIC design [1] - The analog circuit design EDA tool system is globally leading [1] - As a technology-driven enterprise, the company consistently invests a high proportion of its revenue in R&D [1] - Future plans include increased investment and acquisition efforts [1] - The company is positioned as a leading player in the EDA software market, with significant advantages in market share, technological accumulation, downstream applications, and industry layout [1] - The outlook for the company is positive, with expectations of continued benefits from the rising prosperity of the integrated circuit industry chain, leading to a "buy" rating [1]

公告显示，本次委托贷款资金来源为实控人拨付的国有资本经营预算资金，借款构成关联交易。公司称，通过引入低成本、 期限相对稳定的资金，有利于缓解项目建设过程中的阶段性资金压力，提升科技项目实施效率。同时，本次交易不涉及公司 控制权变更，对日常经营不构成不利影响。 华大九天主要从事集成电路设计、制造和封装所需EDA工具软件的开发、销售及相关技术服务，产品覆盖从前端设计到后端 实现的多个环节。公司面向晶圆制造厂、设计公司及封测企业等客户群体，持续推进国产EDA工具的产品化和产业化。今年 前三季度，公司实现营业总收入8.05亿元，同比增长8.24%。 （文/罗叶馨梅）12月11日，华大九天（301269.SZ）发布公告称，公司实际控制人中国电子信息产业集团有限公司拟以委托 贷款方式向公司提供国有资本经营预算资金2.50亿元。本次借款期限为1年，年利率为1.50%，公司将利用该笔资金保障相关 科技项目的有序推进。 公司表示，此次获得实控人专项资金支持，将进一步保障重点科技项目的顺利实施，有助于在先进工艺、国产化替代等关键 方向上加大研发投入。从公司披露的表述来看，该举措也被寄望于提升集成电路产业链和供应链的安全性，培育新 ...

证券日报网讯华大九天（301269）11月21日在互动平台回答投资者提问时表示，公司主要从事用于集成 电路设计、制造和封装的EDA工具软件开发、销售及相关服务业务。 ...

Core Points - The stock price of Huada Jiutian decreased by 2.04% on November 11, trading at 113.73 CNY per share with a market capitalization of 62.033 billion CNY [1] - The company has experienced a year-to-date stock price decline of 5.97%, with a 2.17% drop over the last five trading days and a 9.89% decline over the last 20 days [1] - Huada Jiutian's main business involves the development and sales of EDA tools for integrated circuit design and manufacturing, with EDA software sales accounting for 82.57% of its revenue [1] Financial Performance - As of September 30, 2025, Huada Jiutian reported a revenue of 805 million CNY, representing a year-on-year growth of 8.24%, while the net profit attributable to shareholders was 9.0603 million CNY, a decrease of 84.52% year-on-year [2] - The company has distributed a total of 244 million CNY in dividends since its A-share listing [3] Shareholder Information - The number of shareholders increased by 29.25% to 48,800 as of September 30, 2025, with an average of 11,179 circulating shares per person, up by 60.88% [2] - Notable changes in institutional holdings include Hong Kong Central Clearing Limited increasing its stake by 574,400 shares, while several funds exited the top ten shareholders list [3]

Group 1 - The core point of the news is that Huada Jiutian's stock has experienced a continuous decline, with a total drop of 8.77% over the last six days, currently trading at 115.85 CNY per share and a market capitalization of 631.89 billion CNY [1] - Huada Jiutian, established on May 26, 2009, specializes in the development and sales of EDA tools for integrated circuit design and manufacturing, with 82.57% of its revenue coming from EDA software sales [1] - The company has a trading volume of 6.77 billion CNY and a turnover rate of 1.08% as of the latest report [1] Group 2 - Huabao Fund holds a significant position in Huada Jiutian, with its Huabao CSI Information Technology Application Innovation Industry ETF reducing its holdings by 40,000 shares, now holding 30,500 shares, which represents 4.21% of the fund's net value [2] - The ETF has experienced a floating loss of approximately 1.22 million CNY today and a total floating loss of 339,500 CNY during the six-day decline [2] - The Huabao CSI Information Technology Application Innovation Industry ETF was established on September 26, 2023, with a current size of 91.41 million CNY and has achieved a year-to-date return of 22.92% [2]

Core Viewpoint - Huada Jiutian's stock price has experienced a decline of 5.87% year-to-date, with a notable drop of 9.82% over the last five trading days, indicating potential concerns regarding its market performance and investor sentiment [1][2]. Financial Performance - For the period from January to September 2025, Huada Jiutian reported a revenue of 805 million yuan, reflecting a year-on-year growth of 8.24%. However, the net profit attributable to shareholders was 9.06 million yuan, which represents a significant decrease of 84.52% compared to the previous period [2]. - Cumulative cash dividends since the company's A-share listing amount to 244 million yuan [3]. Shareholder and Market Activity - As of September 30, 2025, the number of Huada Jiutian's shareholders increased to 48,800, marking a rise of 29.25%. The average number of circulating shares per shareholder also increased by 60.88% to 11,179 shares [2]. - The stock's trading activity on November 5 showed a net outflow of 19.86 million yuan from major funds, with significant selling pressure observed [1]. Company Overview - Huada Jiutian, established on May 26, 2009, and listed on July 29, 2022, is based in Beijing and specializes in the development and sales of EDA tools for integrated circuit design and manufacturing. The company's main revenue sources include EDA software sales (82.57%), technical services (13.41%), and hardware and other sales (4.02%) [1]. - The company operates within the computer software development sector, specifically in vertical application software, and is associated with several concepts including EDA, advanced packaging, and integrated circuits [1]. Institutional Holdings - As of September 30, 2025, notable institutional shareholders include Nuoan Growth Mixed A, holding 11.75 million shares, while Hong Kong Central Clearing Limited increased its holdings by 574,000 shares to 7.20 million shares [3].

Core Viewpoint - Huada Jiutian's stock price has shown volatility, with a recent decline of 2.00% and a total market capitalization of 66.178 billion yuan, indicating potential investor concerns and market dynamics [1] Financial Performance - For the first half of 2025, Huada Jiutian reported revenue of 502 million yuan, reflecting a year-on-year growth of 13.01%, while the net profit attributable to shareholders was 3.0679 million yuan, a significant decrease of 91.90% compared to the previous period [2] - Since its A-share listing, Huada Jiutian has distributed a total of 244 million yuan in dividends [3] Stock Market Activity - As of October 20, Huada Jiutian's stock price was 121.33 yuan per share, with a trading volume of 1.168 billion yuan and a turnover rate of 1.73% [1] - The stock has experienced a year-to-date increase of 0.31%, a decline of 10.89% over the last five trading days, a rise of 3.08% over the last 20 days, and an increase of 9.48% over the last 60 days [1] Shareholder Structure - As of June 30, 2025, the number of Huada Jiutian's shareholders decreased by 8.11% to 37,700, while the average number of circulating shares per person increased by 8.82% to 6,948 shares [2] - The top ten circulating shareholders include notable funds such as Nuoan Growth Mixed A and Galaxy Innovation Mixed A, with varying changes in their holdings [3]