Core Viewpoint - The company has shown signs of recovery with a positive revenue growth in Q3 2025, indicating a transition from a phase of adjustment to a growth trajectory [2] Financial Performance - In Q3 2025, the company achieved a revenue of 216 million yuan, reflecting a year-on-year increase [1] - The total revenue for the first three quarters was 554 million yuan, showing a slight decline compared to the previous year, but the rate of decline has been narrowing for three consecutive quarters [1] - Contract liabilities increased by 49.41% year-on-year, amounting to an additional 73.54 million yuan, indicating stronger customer signing intentions and a more solid foundation for future revenue recognition [1] - Accounts receivable decreased by 24.81%, down by 119 million yuan, while cash received from sales and services grew by 13.06%, demonstrating improved cash flow health [1] Product Development - The company has significantly improved delivery efficiency and quality management for its new A9 product, with contract amounts for delivered projects increasing by 263% year-on-year [1] - The integration of artificial intelligence with collaborative scenarios has led to AI-related contract amounts exceeding 100 million yuan, with new customer signings accounting for 37.1%, becoming a key driver for market expansion [1]

截至发稿，致远互联市值为28亿元。 （记者 曾健辉） 每经AI快讯，致远互联（SH 688369，收盘价：23.95元）10月28日晚间发布三季度业绩公告称，2025年 前三季度营收约5.54亿元，同比减少10.14%；归属于上市公司股东的净利润亏损约2.19亿元；基本每股 收益亏损1.9元。 每经头条（nbdtoutiao）——A股突破4000点！十年沉寂终迎爆发，科技主线重塑市场，"慢牛"新格局开 启！ ...

证券代码：688369 证券简称：致远互联 公告编号：2025-050 北京致远互联软件股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 北京致远互联软件股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 日披露公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 14 日（星期五） 13:00-14:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 1、会议时间：2025 年 11 月 14 日（星期五）13:00-14:00 1 会议召开时间：2025 年 11 月 14 日（星期五） 13: ...

北京致远互联软件股份有限公司 2025 年员工持股计划第二次持有人会议决议公告 本公司董事会及全体董事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、准确性和完整性依法承担法律责任。 北京致远互联软件股份有限公司（以下简称"公司"）2025 年员工持 股计划第二次持有人会议于 2025 年 10 月 28 日以现场结合通讯方式召开。 本次会议由管理委员会召集并由管委会主任委员宋建成先生主持，出席本 次会议的持有人 48 人，代表公司 2025 年员工持股计划份额 1,384.9624 万 份，占公司 2025 年员工持股计划总份额的 100%。会议的召集、召开和表决 程序符合公司 2025 年员工持股计划的有关规定。会议审议通过了以下议案： 一、审议通过了《关于变更公司 2025 年员工持股计划管理委员会委员 的议案》 证券代码：688369 证券简称：致远互联 公告编号：2025-049 经审议表决，选举汪凌云女士为公司 2025 年员工持股计划管理委员会委员， 与原委员宋建成先生、薛瑶女士共同组成公司 2025 年员工持股计划管理委员会， 任期与本员工持股计划的存续期一致。 ...

北京致远互联软件股份有限公司2025 年第三季度报告 证券代码：688369 证券简称：致远互联 北京致远互联软件股份有限公司 2025 年第三季度报告 本公司董事会及全体董事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、准确性和完整性依法承担法律责任。 重要内容提示： 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 | | | | 单位：元 | 币种：人民币 | | --- | --- | --- | --- | --- | | | | 本报告期 | | 年初至报告期 | | 项目 | 本报告期 | 比上年同 | 年初至报告期末 | 末比上年同期 | | | | 期增减变 | | 增减变动幅度 | | | | 动幅度(%) | | (%) | | 营业收入 | 216,447,6 ...

Group 1 - Dahua Intelligent has achieved a four-day consecutive increase in stock price [1] - Rongji Software has reached the daily limit on its stock price [1] - Tax Friend Co., Kingsoft Office, Geer Software, Hehe Information, and Zhiyuan Interconnection have all seen stock price increases [1]

Core Viewpoint - The Hongmeng concept stocks experienced a significant surge in early trading, indicating strong market interest and potential investment opportunities in this sector [1] Company Performance - Dahua Intelligent achieved a four-day consecutive increase in stock price [1] - Rongji Software reached its daily limit up [1] - Tax Friend Co., Kingsoft Office, Geer Software, Hehe Information, and Zhiyuan Interconnect also saw their stock prices rise in response to the trend [1]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous recommendation of domestic investment opportunities due to increasing external technology controls and the ongoing promotion of domestic innovation policies, indicating a clear trend towards self-sufficiency in key technologies [6][13] - The performance of leading domestic computing companies is showing significant revenue growth, validating the trend of domestic industrial development [7][14] Summary by Sections Weekly Perspective - The report highlights the sustained recommendation of domestic investment opportunities, noting a decline in the CSI 300 index by 2.22% and a 5.61% drop in the computer index during the week of October 13-17, 2025 [5][12] Company Dynamics - Haiguang Information reported a revenue of 40.26 billion yuan for Q3 2025, marking a year-on-year growth of 69.60% and a net profit of 759.99 million yuan, up 13.04% [16] - Cambricon Technologies achieved a revenue of 1.727 billion yuan in Q3 2025, with a staggering year-on-year increase of 1332.52%, and a net profit of 567 million yuan, indicating a strong turnaround [14] Investment Recommendations - Key domestic software companies recommended include Kingsoft Office, Dameng Data, and others, while leading domestic computing companies such as Haiguang Information and Sugon are also highlighted for their growth potential [8][15]

Group 1 - The stock of Zhiyuan Interconnect (688369.SH) closed at 24.00 yuan, with a decline of 4.50%, currently in a broken state [1] - Zhiyuan Interconnect was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on October 31, 2019, with an issuance of 19,250,000 shares at a price of 49.39 yuan per share [1] - The total amount raised from the initial public offering was 950.7575 million yuan, with a net amount of 840.6460 million yuan, exceeding the originally planned fundraising by 49.12729 million yuan [1] Group 2 - The company announced a cash dividend of 3 yuan (including tax) for every 10 shares and a capital reserve conversion of 4.9 shares for every 10 shares, with the record date on June 15, 2023 [2] - Zhiyuan Interconnect plans to issue convertible bonds to unspecified objects, raising up to 703.8650 million yuan, with net proceeds intended for various projects including AICOP R&D and working capital [2] - The company received authorization from the shareholders' meeting to issue stock to specific objects, with a total financing amount not exceeding 300 million yuan, representing no more than 20% of the net assets at the end of the most recent year [2][3]

Group 1 - The core point of the news is that Zhiyuan Huilian's stock price dropped by 5.13% to 23.84 CNY per share, with a trading volume of 153 million CNY and a turnover rate of 5.45%, resulting in a total market capitalization of 2.747 billion CNY [1] - Zhiyuan Huilian, established on April 2, 2002, and listed on October 31, 2019, is based in Beijing and specializes in providing collaborative management software products, solutions, platforms, and cloud services [1] - The company's main revenue sources are collaborative management software products (84.68%), technical services (15.15%), and market sponsorship services (0.17%) [1] Group 2 - According to data from the top ten holdings of funds, one fund under Jiao Yin Schroder has a significant position in Zhiyuan Huilian, specifically the Jiao Yin Qi Heng Mixed A fund, which held 222,000 shares in the second quarter, unchanged from the previous period, accounting for 3.26% of the fund's net value [2] - The Jiao Yin Qi Heng Mixed A fund was established on November 30, 2022, with a latest scale of 103 million CNY, achieving a year-to-date return of 25.21% and a one-year return of 27.25% [2] - The fund manager, Rui Chen, has been in the position for 10 years and 155 days, with the fund's total asset size at 2.691 billion CNY, achieving a best return of 178.68% and a worst return of -19.9% during the tenure [3]