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2026年中国电子发票行业政策、产业链、市场规模、重要企业及发展趋势分析研判:中国是全球电子发票应用最广泛的国家之一,未来发展空间巨大[图]
Chan Ye Xin Xi Wang· 2026-02-28 01:21
电子发票行业分类 电子发票是信息时代的产物,同普通发票一样,采用税务局统一发放的形式给商家使用,发票号码采用 全国统一编码,采用统一防伪技术,分配给商家,在电子发票上附有电子税务局的签名机制。电子发票 的法律效力、基本用途、基本使用规定等与税务机关监制的纸质增值税普通发票相同。全电发票,即全 面数字化的电子发票,它依托于国家税务总局建设的全国统一的电子发票服务平台,自2021年12月开 始,全国逐步开展"全电发票"的试点推广。全电发票是与纸质发票具有同等法律效力的全新发票,不以 纸质形式存在、不用介质支撑、无须申请领用、发票验旧及申请增版增量。 内容概要:电子发票不再局限于"开票-收票"单一环节,而是向供应链协同、智能报销、税务自动化等 全流程延伸。全面数字化的电子发票(数电票)是企业财税管理的重要趋势。在全球数字化回转型浪潮 与"双碳目标的双重推动下,各国政府积极推广电子发票,作为企业财税管理的核心工具,电子发票已 经从"替代纸质"到"智能化生态化的质变。中国作为世界上电子发票应用最广泛的国家之一,2025年, 中国财税领全电发票全面取代纸质发票,成为法定票据形式,行业呈现出快速发展态势,市场规模持续 扩大 ...
拓维信息涨停!DeepSeek V4引爆国产算力行情,云计算ETF(159890)盘中净流入超6600万
Sou Hu Cai Jing· 2026-02-27 02:53
2月27日,国产算力链强势崛起,云计算ETF(159890)开盘拉升涨超1%、目前涨0.74%,成份股表现活跃;拓维信息强势封涨停板,云天励飞大涨13%, 网宿科技、润和软件涨超6%,拓尔思、光环新网、汉得信息、中国软件等多股跟涨。 资金面热度持续攀升。据Wind Level2实时行情结合均价预估,截至发稿,云计算ETF(159890)盘中净流入超6600万元,近5日累计获净申购约5890万元, 规模累破前高。 分析认为,此次V4以国产芯片为基准原生适配,标志着国产算力产业链从过去的"可用"正式走向"规模商用",有望扭转国产芯片"有算力无生态"的困境,国 产算力逻辑被彻底强化。 该指数前十大重仓包括科大讯飞、金山办公、中际旭创、新易盛、浪潮信息、中科曙光、紫光股份、恒生电子、润泽科技、拓维信息等软硬件龙头,有望充 分受益于AI新基建浪潮。 | | 1.898 +0.014 +0.74% | | | 云计算ETF . | | | --- | --- | --- | --- | --- | --- | | | SZSE CNY 10:12:42 交易中 查看L2全景 | | | 10 | | | | 净值走势 | ...
中国软件国际(00354.HK):2月26日南向资金增持1150.8万股
Sou Hu Cai Jing· 2026-02-26 19:20
中软国际有限公司是一家提供全球化科技软件与信息技术服务的投资控股公司。该公司通过两大分部运 营:技术专业服务分部和互联网资讯科技服务分部。该公司的主营业务是生成式人工智能(AIGC)研 发,大模型软硬件销售和泛企业资源计划(ERP)模式的数字化转型服务咨询。该公司的主要产品包 括"问系列"解决方案、大模型应用一体机、灵析人工智能应用平台等。该公司主要向水利、交通、政务 平台、军工、能源、教育、金融等领域提供其服务。该公司在国内市场及海外市场开展业务。 证券之星消息,2月26日南向资金增持1150.8万股中国软件国际(00354.HK)。近5个交易日中,获南向 资金增持的有4天,累计净增持1388.4万股。近20个交易日中,获南向资金增持的有13天,累计净增持 5392.8万股。截至目前,南向资金持有中国软件国际(00354.HK)9.1亿股,占公司已发行普通股的 33.31%。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 ...
中国软件国际(00354.HK)拟3月26日举行董事会会议审批全年业绩
Ge Long Hui· 2026-02-26 11:41
格隆汇2月26日丨中国软件国际(00354.HK)公布,董事会将于2026年3月26日星期四下午四时正假座中国 北京市海淀区科学院南路2号融科资讯中心C座12层北翼举行会议,以商讨下列事项:1.考虑及通过公司 截至2025年12月31日止年度之年报及经审核财务报表,并通过将于联交所网站公布经审核之全年业绩; 2.考虑派付末期股息(如有);3.考虑暂停办理股份过户登记手续(倘有需要);及4.商议任何其它业务。 ...
AI编码进入工程化时代!华为云CodeArts重磅上线,全流程智能化开发,推动企业软件效率提升与国产生态加速成熟
Xin Lang Cai Jing· 2026-02-26 10:21
Group 1 - Company iFLYTEK is a leading player in the domestic AI sector, possessing its own Spark cognitive model with capabilities in code generation, intelligent development, research Q&A, and automated testing, and maintains a long-term deep cooperation with Huawei Cloud [1] - The model can efficiently collaborate with Huawei Cloud's CodeArts to provide AI-assisted development services across various industries including finance, government, education, industry, and healthcare [1] - The demand for enterprise-level AI coding is surging, leading to accelerated deployment in low-code development platforms, intelligent programming assistants, and industry digital solutions, with a robust income structure and growth potential [1] Group 2 - China Software is the absolute leader in the domestic software and Xinchuang industry, focusing on operating systems, databases, middleware, industry solutions, and major digital engineering services, with deep ecological binding with Huawei in various fields [2] - The comprehensive promotion of CodeArts will significantly enhance the company's software development efficiency, system iteration speed, and project delivery quality, effectively reducing R&D costs [2] - The company’s business deeply covers high-barrier industries such as finance, energy, transportation, government, and national defense, benefiting from dual dividends of policy support and industry demand [2] Group 3 - Yonyou Network is a leading vendor in the domestic enterprise cloud services and ERP sector, establishing long-term strategic cooperation with Huawei Cloud in hybrid cloud deployment, industrial internet, and digital transformation [3] - The self-developed enterprise-level AI model is fully integrated into Yonyou's BIP intelligent business platform, enhancing application development efficiency and driving high-quality growth in cloud service subscription revenue [3] - The company’s client base includes large and medium-sized enterprises, specialized and innovative companies, and growing SMEs, with increasing penetration in various industries [3] Group 4 - Oriental Guxin specializes in big data platforms, cloud computing services, industrial internet, and industry digital solutions, maintaining stable cooperation with Huawei in several areas [4] - The company provides integrated services in intelligent development, system integration, and data middle platform construction, with high business barriers and strong customer stickiness [4] - The AI coding tools' widespread adoption will significantly improve efficiency in large digital project delivery and core system iteration [4] Group 5 - Runhe Software is a core ecological co-builder of Huawei's open-source Harmony and Euler operating systems, participating deeply in ecological construction and adaptation development [5] - The company collaborates closely with Huawei Cloud in AI development tools, low-code platforms, and industry solutions, significantly enhancing application development and project delivery efficiency [5] - The widespread adoption of AI coding tools will effectively shorten project cycles, reduce R&D costs, and improve product stability [5] Group 6 - Digital China is a leading cloud management service and digital solution provider, deeply involved in Huawei's cloud ecosystem, offering a range of services including application development and digital transformation [6] - The company benefits from the growing demand for cloud management services and system integration as AI coding tools become prevalent in the enterprise sector [6] - Its comprehensive competitiveness continues to strengthen in various fields including digital government, intelligent manufacturing, and financial technology [6] Group 7 - Huasheng Tiancheng is a certified excellent ISV partner of Huawei, focusing on cloud computing, big data, and AI solutions, with deep collaboration in various areas [7] - The company’s products can seamlessly integrate with Huawei Cloud's CodeArts, expanding AI development service scenarios [7] - The widespread adoption of AI coding tools will significantly enhance delivery efficiency and product quality across key industries [7] Group 8 - Changshan Beiming, through its subsidiary Beiming Software, is a key ISV partner of Huawei, focusing on smart city, industrial internet, and financial technology [8] - The company collaborates deeply with Huawei Cloud in application development and data governance, with CodeArts enhancing software development efficiency [8] - The adoption of AI development tools will effectively reduce R&D costs and enhance product competitiveness [8] Group 9 - Tuo Wei Information is a strategic partner of Huawei across multiple core ecosystems, focusing on AI infrastructure and digital solutions [9] - The company provides AI development and digital services across various sectors, significantly improving code production efficiency [9] - The demand for AI coding in the enterprise sector continues to rise, leading to sustained business growth [9] Group 10 - Hand Information is a core partner of Huawei Cloud, focusing on enterprise digital transformation and ERP implementation services [10] - The company’s AI coding tools significantly enhance application development and system optimization efficiency [10] - The widespread promotion of CodeArts will open up long-term growth opportunities in enterprise digitalization and AI development services [10] Group 11 - Softcom Power is a leading software and digital technology service provider, deeply cooperating with Huawei Cloud to create intelligent solutions [11] - The company benefits from the widespread adoption of AI development tools, enhancing project delivery efficiency and order acquisition capabilities [11] - Its client base includes high-quality projects in finance, internet, and intelligent manufacturing [11] Group 12 - Donghua Software is a comprehensive industry solution provider, maintaining long-term cooperation with Huawei in various fields [12] - The company’s collaboration with Huawei Cloud enhances software development efficiency and project delivery quality [12] - The adoption of AI coding tools will further strengthen the company’s competitive position in the digital economy [12] Group 13 - Qiming Star is a leading enterprise in the network security sector, collaborating with Huawei in various security areas [13] - The company’s products are increasingly penetrating high-security demand industries, benefiting from the AI and security development model [13] - The demand for automated security operations and compliance code development is rapidly growing [13] Group 14 - SuperMap Software is a leading GIS platform provider, collaborating with Huawei in various fields [14] - The company’s GIS platform software is fully compatible with Huawei Cloud, enhancing industry application development efficiency [14] - The adoption of AI coding tools will accelerate the integration of GIS and AI applications [14] Group 15 - Baoxin Software is a dual leader in industrial software and IDC computing services, deeply cooperating with Huawei in various areas [15] - The company’s AI coding tools significantly enhance the efficiency and stability of industrial software development [15] - The company benefits from the growing demand for industrial AI and digital transformation [15] Group 16 - Unisplendour is a leading player in the ICT infrastructure sector, maintaining a competitive ecological partnership with Huawei [16] - The company provides integrated solutions in computing hardware, cloud platforms, and industry digital solutions [16] - The demand for AI and cloud computing is expected to drive sustained growth in the company’s performance [16] Group 17 - Shiji Information is a leader in hotel information and tourism digitalization, collaborating with Huawei in various areas [17] - The company’s AI technology enhances the efficiency of industry application development and system iteration [17] - The demand for intelligent systems in the tourism sector is expected to continue growing [17] Group 18 - Weining Health is a leader in the medical information sector, collaborating with Huawei to promote digital and intelligent upgrades [18] - The company’s products are widely used in various healthcare settings, benefiting from the growing demand for medical digitalization [18] - The adoption of AI coding tools will enhance the efficiency of medical software development [18] Group 19 - Hengsheng Electronics is a leader in financial IT, deeply cooperating with Huawei in various financial technology areas [19] - The company’s collaboration with Huawei enhances the efficiency of financial core system development [19] - The adoption of AI development tools is expected to strengthen the company’s position in the financial IT sector [19]
中国软件行业-12 月收入同比增速放缓至 11.7%,环比有所增长;生成式 AI 模型加速落地以驱动应用-China Software_ Dec revenues slowed to 11.7% YoY while MoM increase; Accelerated roll-out of Gen-AI models to drive applications
2026-02-24 14:19
17 February 2026 | 9:05AM HKT Equity Research China Software: Dec revenues slowed to 11.7% YoY while MoM increase; Accelerated roll-out of Gen-AI models to drive applications China software industry growth in December was +11.7% YoY (vs. Nov/ Oct 2025 at +14.6%/ 14.9% YoY), with both YoY and MoM growth, leading to aggregate 2025 revenues +13.2% YoY (vs. 2024 at 10.0% YoY). Due to weak seasonality and CNY, we expect to see QoQ decline in 1Q26 and sequential growth ahead. However, we see an accelerated roll-o ...
智通A股限售解禁一览|2月23日





智通财经网· 2026-02-23 01:02
Core Viewpoint - On February 23, a total of 34 listed companies had their restricted shares unlocked, with a total market value of approximately 19.007 billion yuan [1] Group 1: Restricted Share Unlocking Details - Luzhou Laojiao (000568) had 2.0425 million shares unlocked under equity incentive restrictions - AVIC Xi'an Aircraft Industry (000768) had 4.3606 million shares unlocked under equity incentive restrictions - Hubei Energy (000883) had 19.2779 million shares unlocked under equity incentive restrictions - Jining Pharmaceutical (000919) had 1.92 million shares unlocked under equity incentive restrictions - Guangji Pharmaceutical (000952) had 2.5209 million shares unlocked under equity incentive restrictions - China Software (600536) had 57,200 shares unlocked under equity incentive restrictions - Xinhua Medical (600587) had 1.7845 million shares unlocked under equity incentive restrictions - Baoxin Software (600845) had 10.2578 million shares unlocked under equity incentive restrictions - China Railway (601390) had 55.9338 million shares unlocked under equity incentive restrictions - China Communications Construction (601800) had 5.593 million shares unlocked under equity incentive restrictions - StarNet Ruijie (002396) had 2.8342 million shares unlocked under equity incentive restrictions - Lopuskin (002333) had 22.3212 million shares unlocked under A-share issuance to legal persons - Wanbangda (300055) had 33.6538 million shares unlocked under A-share issuance to legal persons - Hangyang Co., Ltd. (002430) had 5.2049 million shares unlocked under equity incentive restrictions - Taijia Co., Ltd. (002843) had 949,600 shares unlocked under equity incentive restrictions - Nanda Optoelectronics (300346) had 130,000 shares unlocked under equity incentive restrictions - Anhui Natural Gas (603689) had 2.5064 million shares unlocked under equity incentive restrictions - Zhongyan Dadi (003001) had 97,200 shares unlocked under equity incentive restrictions - Yuanxiang New Materials (301300) had 30.2983 million shares unlocked with extended lock-up period - Yidao Information (001314) had 88.6187 million shares unlocked under pre-issuance restrictions - Tongda Electric (603390) had 579,500 shares unlocked under equity incentive restrictions - Yangzhou Jinqiao (603307) had 50 million shares unlocked under pre-issuance restrictions - Aili Home (603221) had 2.29 million shares unlocked under equity incentive restrictions - Zhili Fang (301312) had 333,900 shares unlocked under equity incentive restrictions - Kuntai Co., Ltd. (001260) had 83.25 million shares unlocked under pre-issuance restrictions - Entropy Technology (301330) had 92.5223 million shares unlocked with extended lock-up period - Yatong Precision (603190) had 596,100 shares unlocked under pre-issuance restrictions - Sanwang Communication (688618) had 87,400 shares unlocked - Longxun Co., Ltd. (688486) had 30.6312 million shares unlocked - Dize Pharmaceutical (688192) had 991,100 shares unlocked - Haohan Depth (688292) had 57.5177 million shares unlocked - Haizheng Biomaterials (688203) had 78.5601 million shares unlocked - Diaomicro (688381) had 55.9536 million shares unlocked - Zhongrun Optics (688307) had 29.8507 million shares unlocked [1]
中国软件跌0.38%,成交额5.22亿元,今日主力净流入-374.72万
Xin Lang Cai Jing· 2026-02-13 07:13
Core Viewpoint - The company, China Software, is focusing on digital tax solutions and expanding its business in various sectors, including cloud computing and domestic operating systems, while maintaining a strong market position in the software industry [2][4]. Group 1: Business Operations - The company has successfully ensured the stable operation of key business systems such as core tax management and electronic tax services during the reporting period [2]. - It is expanding its access control business and has developed a foundational version based on the domestic innovation system, establishing core technical barriers [3]. - The company possesses a complete business chain from operating systems to application systems, covering critical sectors like finance, energy, and transportation [3]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 3.198 billion yuan, representing a year-on-year growth of 9.50%, while the net profit attributable to shareholders was -104 million yuan, showing a significant increase of 69.18% [9]. - The company's main business revenue composition includes industry solutions (42.43%), proprietary software products (33.08%), and service-oriented business (23.86%) [8]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 160,200, with an average of 5,265 circulating shares per person, a decrease of 2.52% from the previous period [9]. - The top ten circulating shareholders include significant entities such as Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [10].
中国软件(600536) - 中国软件2026年第一次临时股东会会议资料
2026-02-12 08:15
中国软件与技术服务股份有限公司 2026 年第一次临时股东会会议资料 二〇二六年三月二日 | | | | 三、关于 | 2026 | | | | --- | --- | --- | --- | | | | 年日常关联交易预计的议案 | | | | | | 4 | 中国软件与技术服务股份有限公司 2026 年第一次临时股东会会议资料 一、会议议程 会议时间: 现场会议召开日期和时间:2026年3月2日 14:30开始 网络投票日期和时间:采用上海证券交易所网络投票系统,通过交易系统投 票平台的投票时间为3月2日9:15-9:25,9:30-11:30,13:00-15:00;通过互联网 投票平台的投票时间为3月2日9:15-15:00 现场会议地点: 北京市海淀区学院南路 55 号中软大厦 C 座 1 层第一会议室 2 (一)主持人宣布会议开始,并说明本次股东会的出席情况; (二)宣读会议议案: 1. 关于 2026 年日常关联交易预计的议案 (三)股东发言、提问; (四)董事、高级管理人员回答问题; (五)投票表决; (六)统计各项议案的现场表决结果; (七)将现场投票数据上传至网络投票系统; (八)下载网络 ...
中国软件国际(00354.HK):2月10日南向资金增持91.6万股
Sou Hu Cai Jing· 2026-02-10 19:27
Group 1 - The core viewpoint of the article highlights that southbound funds have increased their holdings in China Software International (00354.HK) by 916,000 shares on February 10, with a total net increase of 33.596 million shares over the last five trading days [1] - Over the past 20 trading days, southbound funds have increased their holdings on 14 days, resulting in a cumulative net increase of 61.662 million shares [1] - As of now, southbound funds hold 899.7 million shares of China Software International, accounting for 32.82% of the company's total issued ordinary shares [1] Group 2 - China Software International Limited is an investment holding company that provides global technology software and information technology services [1] - The company operates through two main segments: technology professional services and internet information technology services [1] - The primary business of the company includes the development of generative artificial intelligence (AIGC), sales of large model software and hardware, and digital transformation consulting services for enterprise resource planning (ERP) models [1] - Key products include the "Question Series" solutions, large model application integrated machines, and the Lingxi AI application platform [1] - The company provides services primarily to sectors such as water conservancy, transportation, government platforms, military, energy, education, and finance, operating in both domestic and overseas markets [1]