Core Viewpoint - China Software International (00354.HK) has successfully entered the centralized procurement project for human outsourcing services by Sinochem Information Technology Co., Ltd. for the years 2025-2027, which includes key service categories such as consulting, ERP, and implementation operations [1] Group 1: Project Details - The project aims to promote digital consulting, cloud planning, and innovative IT applications in the chemical industry, ensuring efficient application and continuous optimization of ERP systems within enterprises [1] - The successful entry into this project is a strong recognition of the company's capabilities in ERP consulting implementation and digital transformation services [1] Group 2: Strategic Implications - This milestone marks a significant step for the company in empowering the digital transformation in the energy sector, further consolidating its penetration advantage among central state-owned enterprises [1] - The company plans to continue focusing on the petrochemical industry, aligning with industry development trends and customer needs, while emphasizing the combination of technology leadership and industrial upgrading [1] Group 3: Future Directions - The company will persist in driving digital transformation, domestic substitution, and innovation in large model applications, contributing to the cultivation of innovative-driven new productive forces for central state-owned enterprises [1] - The goal is to enhance the high-quality development of the industry by providing more wisdom and strength [1]

中国软件国际(00354)公布，近日，公司成功入围中化信息技术有限公司(以下简称"中化信息")2025- 2027年人力外包服务集中采购项目，涵盖咨询服务类、ERP类、实施运维类三个关键标包。该项目旨在 推动化工领域数字化咨询、云规划、信息技术创新应用项目建设，助力ERP系统在企业内的高效应用和 持续优化，为项目实施和系统运行提供坚实保障。 此次入围，不仅是对中软国际ERP咨询实施及数字化转型服务能力的高度认可，更标志着公司在深度赋 能能源领域数智化发展方面迈出了坚实步伐，进一步巩固了公司在央国企数科公司中的覆盖渗透优势， 为战略布局的推进奠定了坚实基础。 未来，中软国际将继续深耕石油化工行业，紧密围绕行业发展趋势和客户需求，坚持科技引领与产业升 级相结合的理念，在集团数字化转型、国产化替代以及大模型应用创新等领域持续发力，助力央国企培 育更多创新驱动的新质生产力，为推动行业的高质量发展贡献更多智慧和力量。 ...

Core Viewpoint - China Software International (00354) has successfully entered the centralized procurement project for human outsourcing services by Sinochem Information Technology Co., Ltd. for the years 2025-2027, which includes key packages in consulting services, ERP, and implementation operations [1] Group 1: Project Details - The project aims to promote digital consulting, cloud planning, and innovative IT applications in the chemical industry, ensuring efficient application and continuous optimization of ERP systems within enterprises [1] - The inclusion in this project signifies a high recognition of the company's ERP consulting implementation and digital transformation service capabilities [1] Group 2: Strategic Implications - This milestone marks a solid step for the company in empowering the digital transformation in the energy sector, further consolidating its penetration advantage among central state-owned enterprises [1] - The company plans to continue focusing on the petrochemical industry, aligning with industry development trends and customer needs, while integrating technology leadership with industrial upgrading [1] Group 3: Future Directions - The company will persist in driving efforts in digital transformation, domestic substitution, and innovative applications of large models, contributing to the cultivation of innovative-driven new productive forces for central state-owned enterprises [1] - The goal is to contribute more wisdom and strength to promote high-quality development in the industry [1]

Core Viewpoint - China Software International (00354) has shown a significant increase in stock price and has reported strong financial performance, indicating robust growth in the software and IT services sector [1]. Financial Performance - As of the mid-year report for 2025, the total revenue of China Software International reached 8.507 billion RMB, with a net profit of 316 million RMB [1]. - The profit attributable to shareholders for the fiscal year 2025 increased by 10.44% year-on-year, amounting to 315.6 million RMB, with basic earnings per share of 0.1264 RMB [1]. Market Position and Growth - The company has achieved a compound annual growth rate (CAGR) of 28.7% in revenue since its listing in 2003 [1]. - China Software International employs approximately 70,000 staff and operates in 47 countries and regions, ranking 73rd in Gartner's global IT services market share [1]. Stock Performance - On August 26, the stock price of China Software International rose by 5.08%, reaching 6.83 RMB per share, with a trading volume of 243 million RMB [1].

Group 1 - The core viewpoint of the article highlights the recent stock performance of China Software International, which saw a 2.0% decline on August 25, trading at 6.37 HKD per share with a transaction volume of 338 million HKD [1] - China Software International specializes in global software and IT services, including cloud applications, AIoT, digital twins, ERP consulting, and digital transformation services, serving various industries such as government, finance, energy, manufacturing, telecommunications, internet, transportation, water conservancy, and public utilities [1] - Since its listing in 2003, the company has achieved a compound annual revenue growth rate of 28.7%, currently employing approximately 70,000 staff and operating in 47 countries and regions, ranking 73rd in Gartner's global IT services market share [1] Group 2 - As of the 2024 annual report, China Software International reported total operating revenue of 16.951 billion CNY and a net profit of 513 million CNY [2] - On August 25, the company disclosed its mid-year report for the fiscal year 2025 [3]

Group 1 - The core viewpoint of the article highlights the performance and growth of China Software International, which saw a stock price increase of 3.06% to 6.4 HKD per share, with a trading volume of 304 million HKD [1] - The company specializes in global software and IT services, including cloud applications, AIoT, digital twins, ERP consulting, and digital transformation services, serving various industries such as government, finance, energy, manufacturing, telecommunications, internet, transportation, water conservancy, and public utilities [1] - Since its listing in 2003, the company has achieved a compound annual revenue growth rate of 28.7%, currently employing approximately 70,000 staff and operating in 47 countries and regions, ranking 73rd in Gartner's global IT services market share [1] Group 2 - As of the latest financial report, China Software International reported total revenue of 16.951 billion CNY and a net profit of 513 million CNY [2] - The company is set to disclose its mid-year report for the fiscal year 2025 on August 25 [3]

Group 1 - The core viewpoint of the article highlights the strong performance of China Software International, with a stock price increase of 5.09% and a trading volume of 3.41 billion yuan [1] - The company specializes in global software and IT services, including cloud applications, AIoT, digital twin technology, ERP consulting, and digital transformation services, serving various industries such as government, finance, energy, manufacturing, telecommunications, internet, transportation, water conservancy, and public utilities [1] - Since its listing in 2003, the company has achieved a compound annual revenue growth rate of 28.7% and currently employs approximately 70,000 staff across 47 countries and regions, ranking 73rd in Gartner's global IT services market share [1] Group 2 - As of the 2024 annual report, China Software International reported total revenue of 16.951 billion yuan and a net profit of 513 million yuan [2] - The company is set to disclose its mid-year report for the fiscal year 2025 on August 25 [3]

Group 1 - The core viewpoint of the article highlights the strong performance of China Software International, with a notable stock price increase of 5.15% on August 14, reaching HKD 6.12 per share and a trading volume of HKD 3.08 billion [1] - The company specializes in global software and IT services, including cloud applications, AIoT, digital twin technology, ERP consulting, and digital transformation services, serving various industries such as government, finance, energy, manufacturing, telecommunications, internet, transportation, water conservancy, and public utilities [1] - Since its listing in 2003, the company has achieved a compound annual revenue growth rate of 28.7%, currently employing approximately 70,000 staff and operating in 47 countries and regions, ranking 73rd in Gartner's global IT services market share [1] Group 2 - As of the 2024 annual report, China Software International reported total operating revenue of RMB 16.951 billion and a net profit of RMB 513 million [2] - The company is set to disclose its mid-year report for the fiscal year 2025 on August 25 [3]

Group 1 - The core viewpoint of the article highlights the performance and growth of China Software International, which saw a 3.6% increase in stock price, reaching 5.75 HKD per share with a trading volume of 300 million HKD [1] - China Software International specializes in global software and IT services, including cloud applications, AIoT, digital twin technology, ERP consulting, and digital transformation services, serving various industries such as government, finance, energy, manufacturing, telecommunications, internet, transportation, water conservancy, and public utilities [1] - Since its listing in 2003, the company has achieved a compound annual revenue growth rate of 28.7%, currently employing approximately 70,000 staff and operating in 47 countries and regions, ranking 73rd in Gartner's global IT services market share [1] Group 2 - As of the 2024 annual report, China Software International reported total revenue of 16.951 billion CNY and a net profit of 513 million CNY [1] - The company is set to disclose its mid-year report for the fiscal year 2025 on August 25 [1]

Company Overview - China Software International is a leading global software and IT service provider, established in 2000 and listed on the Hong Kong Stock Exchange since 2003, with a compound annual revenue growth rate of 28.7% [2] - The company employs approximately 70,000 staff and serves clients in 47 countries and regions, consistently ranking in the top 100 of Gartner's global IT service market share [2] - In 2023, the company ranked 12th among China's top software and information service enterprises [2] Financial Performance - As of December 31, 2024, the company reported total revenue of 16.951 billion yuan, a year-on-year decrease of 0.97%, and a net profit attributable to shareholders of 513 million yuan, down 28.1% year-on-year [1] - The gross profit margin stood at 22.07%, with a debt-to-asset ratio of 37.94% [1] Market Position and Valuation - The company's price-to-earnings (P/E) ratio is 25.16, ranking 39th in the industry, while the average P/E ratio for the software services sector is -10.97 [1] - Other companies in the industry have significantly lower P/E ratios, such as Luyou Technology at 3.68 and Jingtou Transportation Technology at 3.75 [1] Strategic Focus - The company positions itself as a "digital transformation service expert," focusing on cloud-driven AIGC applications, AIoT, digital twin technology, ERP consulting, and digital transformation services [2] - It aims to enhance its business quality and efficiency through innovation in next-generation AI technologies, contributing to the development of China's digital society and economy [2] - The company is aligned with national technology strategies, focusing on key information infrastructure and promoting domestic innovation in various sectors, including finance, smart cities, and intelligent vehicles [2]