Company Overview - Panwei Network Technology Co., Ltd. is located at 3419 Sanlu Highway, Minhang District, Shanghai, established on March 14, 2001, and listed on January 13, 2017 [1] - The company specializes in the research, sales, and related technical services of collaborative management software products [1] Financial Performance - As of February 2, Panwei Network's stock price decreased by 5.02%, trading at 63.14 CNY per share, with a total transaction volume of 220 million CNY and a turnover rate of 1.30%, resulting in a total market capitalization of 16.454 billion CNY [1] - The revenue composition of the company includes: technical services 63.11%, software revenue from e.cology 31.55%, third-party products 3.66%, software revenue from e.office 1.54%, and other (supplementary) 0.14% [1] Fund Holdings - Huashang Fund has one fund heavily invested in Panwei Network, specifically the Huashang Computer Industry Quantitative Stock Initiation A (007853), which reduced its holdings by 3,400 shares in the fourth quarter, now holding 147,900 shares, accounting for 3.26% of the fund's net value, ranking as the fifth largest holding [2] - The fund has a current scale of 180 million CNY, with a year-to-date return of 11.11%, ranking 955 out of 5,579 in its category; over the past year, it achieved a return of 29.38%, ranking 2,580 out of 4,285; and since inception, it has returned 45.67% [2] Fund Manager Information - The fund manager of Huashang Computer Industry Quantitative Stock Initiation A is Ai Dingfei, who has been in the position for 7 years and 71 days, managing total assets of 1.159 billion CNY [3] - During his tenure, the best fund return was 153.22%, while the worst return was -15.35% [3]

Core Insights - The role of collaborative management software in China has fundamentally transformed from an auxiliary tool for enhancing internal administrative efficiency to a core operational platform that supports and drives intelligent transformation and business innovation for modern organizations [1][6]. Industry Overview - Collaborative management software (CMS) is centered around people, utilizing information technology to integrate previously isolated resources within organizations, such as personnel, finances, materials, processes, documents, and customers, to achieve information sharing, event collaboration, plan execution, and decision support [2][4]. - The market size of China's collaborative management software industry is projected to reach approximately 10.233 billion yuan in 2024, representing a year-on-year growth of 17.58% [6]. Industry Development History - The development of the collaborative management software industry in China has evolved from personal office digitization to internal communication and collaboration, and further to business process optimization and knowledge management [4][5]. Industry Value Chain - The upstream of the collaborative management software industry chain includes servers, chips, network devices, storage devices, operating systems, databases, development frameworks, AI/large models, and low-code platforms [5]. - The midstream focuses on the research and development and service segments of collaborative management software, while the downstream applications span government, education, healthcare, finance, and manufacturing sectors [5]. Market Size - The market size of China's collaborative management software industry is expected to be around 10.233 billion yuan in 2024, with a year-on-year increase of 17.58% [6]. Key Companies' Performance - The industry exhibits a "dual-track competition + ecological integration" pattern, with specialized vendors like Zhiyuan Interconnect and Fanwei Network focusing on creating collaborative software as a "digital foundation" for organizations [7]. - Companies like DingTalk, WeChat Work, and Feishu represent the "traffic and ecology faction," providing standardized services to a broad base of small and medium-sized enterprises [7]. Industry Development Trends 1. The primary trend in industry development is the shift from "process-driven" to "intelligent-driven," with AI becoming the core driving force for reshaping organizational collaboration [12]. 2. Collaborative management software boundaries will expand from internal enterprise collaboration to external ecosystem interconnectivity, creating a value co-creation platform [13]. 3. The realization of intelligent and ecological trends relies on the dual evolution of underlying technology architecture and top-level management philosophy [15].

证券代码：603039 证券简称：泛微网络（维权） 公告编号：2026-002 泛微网络科技股份有限公司 关于以集中竞价交易方式出售已回购股份结果暨股份变动的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 回购股份的基本情况 为维护公司价值及股东权益，泛微网络科技股份有限公司（以下简称"公司"）于2024年2月7日至2024年 5月6日期间累计回购公司股份2,544,250股，占公司当前总股本的0.98%，具体内容详见公司于2024年5 月8日披露的《泛微网络关于股份回购进展及实施结果暨股份变动公告》（公告编号：2024-030）。上 述回购的股份将于回购实施结果暨股份变动公告披露十二个月后采用集中竞价交易方式出售，并在回购 实施结果暨股份变动公告披露三年内完成出售，若公司未能在上述期限内完成出售，未实施出售部分股 份将履行相关程序予以注销。 ● 出售计划的实施结果情况 公司于2025年12月5日披露了《泛微网络关于以集中竞价交易方式出售已回购股份计划的公告》（公告 编号：2025-031） ...

泛微网络科技股份有限公司 关于以集中竞价交易方式出售已回购股份结果暨股 份变动的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 证券代码：603039 证券简称：泛微网络 公告编号：2026-002 | 股东名称 | 上海泛微网络科技股份有限公司回购专用证券账户 | | --- | --- | | 出售计划首次披露日期 | 2025 年 12 月 5 日 | | 出售数量 | 2,544,250 股 | | 出售期间 | 2026 年 1 月 6 日～2026 年 1 月 30 日 | | 出售方式及对应出售数 量 | 集中竞价出售，2,544,250 股 | | 出售价格区间 | 55.00～71.81 元/股 | | 出售总金额 | 161,764,220.50 元 | | 出售完成情况 | 已完成 | | 出售比例 | 0.98% | | 原计划出售比例 | 不超过：0.98% | | 当前持股数量 | 0 股 | | 当前持股比例 | 0% | 二、出售计划的实施结果 (一)出售主体因以 ...

Group 1: Large Model + Code Intelligence Core - iFlyCode by iFLYTEK is the first domestic intelligent programming tool with voice interaction features, supporting code generation, explanation, bug correction, unit test generation, and intelligent Q&A across major programming languages [1][18] - StarRing Technology focuses on AI code generation for big data development, achieving over 90% accuracy in code generation and serving over 200 paying enterprise clients by 2025 [1][19] - Tuya Technology integrates NLP capabilities with AI programming solutions for government and financial sectors, enhancing system development efficiency and reducing maintenance costs [2][20] Group 2: IDE + AI Programming Tools Core - ZTE Information has developed SnapDevelop, an AI-assisted programming tool that increases software development efficiency by 2-3 times and supports multiple programming languages [3][22] - Wanjing Technology targets lightweight development scenarios with AI programming tools, significantly lowering the development barrier for small and medium enterprises [4][23] - CaiXun Co. provides AI programming solutions tailored for the financial sector, enhancing software development efficiency and compliance risk management [5][24] Group 3: Low-Code + AI Programming Integration - Puyuan Information integrates AI programming capabilities into its low-code development platform, improving enterprise application development efficiency by over 40% [7][24] - Jinxianda focuses on the electric power industry, utilizing a proprietary model to enhance development efficiency and customer advantages in AI programming and low-code applications [8][26] - Zhiyuan Interconnect's low-code platform has served over 10,000 enterprise clients, reducing development cycles by over 50% through AI programming capabilities [9][27] Group 4: Industry Solutions + AI Programming - Hengsheng Electronics has developed a low-code platform that integrates AI programming for the financial sector, improving development efficiency by over 60% [11][28] - Saiyi Information focuses on the manufacturing sector, providing AI programming tools that enhance software development efficiency by over 50% [12][29] - Keda Guochuang integrates AI programming into its software development for the electric power and government sectors, reducing development costs by approximately 30% [13][30] Group 5: Enterprise-Level AI Programming Solutions - New Jue Network combines AI programming with intelligent operation and maintenance services, achieving a customer repurchase rate of 83% in 2024 [15][31] - Yonyou Network integrates AI programming into its ERP systems, enhancing development efficiency by over 50% for various enterprise scenarios [16][32]

Group 1 - The core viewpoint of the news highlights the strong performance of certain Tencent Cloud concept stocks in the A-share market, driven by Tencent's announcement of a cash activity related to AI applications during its annual meeting [1] Group 2 - Stock performance details indicate that Ruijie Network saw a rise of 12.41%, with a total market value of 68.4 billion, and a year-to-date decline of 3.18% [2] - Century Hengtong increased by 6.97%, with a market capitalization of 3.892 billion, and a year-to-date increase of 17.62% [2] - Hongjing Technology rose by 5.82%, with a market value of 12.8 billion, and a year-to-date increase of 25.64% [2] - Keda Data and Deepin Technology both experienced increases of 3.30% and 3.10%, with market values of 33.1 billion and 72.5 billion respectively, and year-to-date increases of 15.63% and 49.73% [2] - Other stocks such as Donghua Software, Yunsai Zhili, Zhe Shu Culture, and Fanwei Network also showed positive performance, with varying increases and market capitalizations [2]

Market Performance - The software development sector increased by 1.04% on January 22, with Shenxinfu leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Top Gainers in Software Development Sector - Shenxinfu (300454) closed at 167.05, up 20.00% with a trading volume of 246,200 shares and a transaction value of 3.828 billion [1] - ST Lifang (300344) closed at 1.15, up 19.79% with a trading volume of 852,500 shares [1] - Jiuqi Software (002279) closed at 10.48, up 9.97% with a trading volume of 2,554,200 shares and a transaction value of 2.524 billion [1] - Other notable gainers include Lei Jianke (300935) up 7.60% and Qi Anxin (688561) up 4.58% [1] Market Capital Flow - The software development sector experienced a net outflow of 230 million from institutional investors, while retail investors saw a net inflow of 264 million [2] - Retail investors had a net outflow of 34.18 million [2] Individual Stock Capital Flow - Jiuqi Software (002279) had a net inflow of 301 million from institutional investors, while it faced a net outflow of 126 million from retail investors [3] - Shenxinfu (300454) saw a net inflow of 184 million from institutional investors but a net outflow of 45.1 million from retail investors [3] - Other stocks like Keda Guochuang (300520) and Wanxing Technology (300624) also showed significant net inflows from institutional investors [3]

Group 1 - Company "Fanwei Network Technology Co., Ltd." won a procurement project from China General Nuclear Power Corporation with a bid amount of 1.74 million yuan [1][2][3] - In 2024, the company's operating revenue was 2.362 billion yuan, with a revenue growth rate of -1.31% and a net profit attributable to the parent company of 203 million yuan, reflecting a net profit growth rate of 13.58% [2][3] - For the first half of 2025, the company's operating revenue was 808 million yuan, showing a revenue growth rate of -8.79%, while the net profit attributable to the parent company was 66 million yuan, with a net profit growth rate of 38.46% [2][3] Group 2 - The company operates in the information technology industry, primarily offering industry-specific software and professional consulting services [2][3] - The main business composition for 2024 includes technical services at 60.88%, software products at 34.23%, third-party products at 4.84%, and other businesses at 0.05% [2][3]

Group 1 - The core viewpoint of the news is that 泛微网络 (Fanwei Network) is experiencing significant trading activity, with a notable increase in financing and stockholder numbers, despite a slight decline in revenue [1][2]. Group 2 - As of January 16, 泛微网络's stock price decreased by 1.15%, with a trading volume of 814 million yuan. The financing buy-in amount for the day was 75.07 million yuan, while the financing repayment was 42.48 million yuan, resulting in a net financing buy of 32.59 million yuan [1]. - The total financing and securities balance for 泛微网络 reached 545 million yuan, with the financing balance accounting for 2.99% of the circulating market value, indicating a high level compared to the past year [1]. - On the short-selling side, 泛微网络 repaid 5,900 shares and sold 6,300 shares on January 16, with a selling amount of 438,400 yuan, and the short-selling balance was 2.40 million yuan, also indicating a high level compared to the past year [1]. Group 3 - As of September 30, 泛微网络 had 20,000 shareholders, an increase of 35.83% from the previous period, while the average circulating shares per person decreased by 26.38% to 13,034 shares [2]. - For the period from January to September 2025, 泛微网络 reported a revenue of 1.299 billion yuan, a year-on-year decrease of 6.26%, while the net profit attributable to shareholders increased by 15.99% to 100 million yuan [2]. Group 4 - Since its A-share listing, 泛微网络 has distributed a total of 265 million yuan in dividends, with 135 million yuan distributed over the past three years [3]. - As of September 30, 2025, among the top ten circulating shareholders, 万家自主创新混合A (Wanjia Autonomous Innovation Mixed A) held 3 million shares, remaining unchanged from the previous period, while 招商优势企业混合A (China Merchants Advantage Enterprise Mixed A) exited the top ten list [3].

1月6日，泛微网络（维权）跌1.71%，成交额1.91亿元。两融数据显示，当日泛微网络获融资买入额 2410.98万元，融资偿还1768.31万元，融资净买入642.67万元。截至1月6日，泛微网络融资融券余额合 计5.94亿元。 资料显示，泛微网络科技股份有限公司位于上海市闵行区三鲁公路3419号泛微软件园，成立日期2001年 3月14日，上市日期2017年1月13日，公司主营业务涉及协同管理软件产品的研发、销售及相关技术服 务。主营业务收入构成为：技术服务63.11%，软件收入-e.cology31.55%，第三方产品3.66%，软件收入- e.office1.54%，其他(补充)0.14%。 截至9月30日，泛微网络股东户数2.00万，较上期增加35.83%；人均流通股13034股，较上期减少 26.38%。2025年1月-9月，泛微网络实现营业收入12.99亿元，同比减少6.26%；归母净利润1.00亿元，同 比增长15.99%。 分红方面，泛微网络A股上市后累计派现2.65亿元。近三年，累计派现1.35亿元。 机构持仓方面，截止2025年9月30日，泛微网络十大流通股东中，万家自主创新混合A（008 ...