Market Overview - The main board saw significant gains with notable stocks such as Hubei Broadcasting (+10.04%), Tongding Internet (+10.02%), and Shanghai Film (+10.01%) leading the charge [1] - The ChiNext board also performed well, highlighted by Everbright Tongchuang (+20.01%) and Creative Information (+19.93%) [1] - The Sci-Tech Innovation board was led by Dekeli (+15.41%) and Lingzhi Software (+14.46%) [1] - Active sub-industries included SW Communication Application Value-Added Services (+3.09%) and SW Horizontal General Software (+3.01%) [1] Domestic News - Tianyue Advanced is expanding its production capacity for silicon carbide single crystal with a project to produce 500 tons annually, aiming for equipment installation by May 2025 and trial production by June [1] - Saizhuo Electronics has officially launched a vehicle-grade semiconductor packaging project with a total investment of 500 million, enhancing its strategic positioning in the vehicle-grade integrated circuit sector [1] - TSMC has commenced construction of its third semiconductor factory in Phoenix, Arizona, with completion expected between 2028 and 2030, utilizing advanced 2nm and 1.6nm process technologies [1] - Jinghe Integrated reported an increase in revenue from 55nm products, driven by higher shipments of DDIC/CIS products, with automotive chip development progressing smoothly [1] Company Announcements - Shen Si Electronics announced receipt of government subsidies amounting to 1.821 million yuan, representing 11.17% of its latest audited net profit attributable to shareholders [3] - Jiangbolong disclosed a plan for a major shareholder to reduce holdings by up to 4.16 million shares, accounting for 1.00% of total share capital, between May and August 2025 [3] - Tongguan Copper Foil reported a share buyback of 3,800 shares, representing 0.00046% of total share capital, with a total transaction amount of 37,976 yuan [3] - Huada Jiutian is progressing with a major asset restructuring, with ongoing audits and due diligence [3] Overseas News - Current global tariff rates, if unchanged, are expected to increase Apple's costs by $900 million for the quarter ending June [4] - Samsung Electronics is in discussions with Nvidia, Broadcom, and Google to develop custom 6th generation high bandwidth memory (HBM4), with deliveries anticipated as early as next year [4] - Samsung has confirmed plans to introduce vertical channel transistor (VCT) technology after the 7th generation 10nm DRAM process, with products expected in 2 to 3 years [4] - In Q1 2025, the global AMOLED smartphone panel market in South Korea accounted for 49.2%, while domestic manufacturers held a 50.8% share, showing resilience despite a year-on-year decline [4]

今天上午A股市场整体窄幅震荡，表现相对平淡，其中计算机板块大涨，多股涨幅超过10%，盘中触及涨停。 港股市场今天上午窄幅波动，恒生指数多数时间小幅下跌。 因私有化消息，迪生创建今天上午复牌股价大涨，盘中涨幅一度超过43%。 A股市场窄幅震荡 计算机板块大涨 今天上午A股市场整体窄幅震荡，上证指数延续低位震荡格局。 主要行业板块和赛道方面，若按照申万一级行业划分，计算机板块领涨，板块盘中涨幅超过2%，创意信息盘中"20cm"涨停，凌志软件、新致软件等盘中涨幅超过 15%，常山北明盘中触及涨停，另有多股盘中大幅上涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 300366 | 创意信息 | 7.16 | 1.19 | 19.93% | | 688588 | 凌志软件 | 14.23 | 1.78 | 14.30% | | 688590 | 新致软件 | 22.53 | 2.67 | 13.44% | | 000158 | 常山北明 | 22.56 | 2.05 | 10.00% | | 688787 | 海大琼泉 | 98.00 | ...

Group 1: Financial Technology ETF Performance - The China Securities Financial Technology Theme Index (930986) rose by 1.73% as of April 30, 2025, with constituent stocks such as Lingzhi Software (688588) increasing by 12.45% and New Zhiyuan Software (688590) by 10.12% [3] - The Financial Technology ETF (516860) increased by 1.65%, with a latest price of 1.17 yuan, and has accumulated a 45.26% increase over the past year, ranking in the top third among comparable funds [3] - The Financial Technology ETF saw a significant increase in scale, growing by 2,329.87 million yuan over the past week, placing it in the top third among comparable funds [4] Group 2: Fund Inflows and Share Growth - The Financial Technology ETF experienced continuous net inflows over the past four days, with a maximum single-day net inflow of 3,516.82 million yuan, totaling 5,831.57 million yuan, averaging 1,457.89 million yuan in daily net inflow [6] - The ETF's share count increased by 600.00 million shares over the past two weeks, also ranking in the top third among comparable funds [5] Group 3: Historical Performance and Metrics - As of April 29, 2025, the Financial Technology ETF's net value increased by 44.97% over the past year, ranking first among comparable funds, with a historical maximum monthly return of 55.92% and an average monthly return of 10.57% [6] - The ETF's Sharpe ratio for the past year is 1.40, indicating strong risk-adjusted returns [7] - The ETF's management fee is 0.50% and the custody fee is 0.10%, which are the lowest among comparable funds [8] Group 4: Index Composition - As of March 31, 2025, the top ten weighted stocks in the China Securities Financial Technology Theme Index accounted for 54.32% of the index, with stocks like Tonghuashun (300033) and Dongfang Caifu (300059) being the top contributors [8][10]

Core Viewpoint - The company, Suzhou Industrial Park Lingzhi Software Co., Ltd., has released its quarterly report, ensuring the accuracy and completeness of the financial information presented, and has outlined its stock incentive plans for 2025 [2][3][6]. Financial Data - The quarterly financial report for the first quarter of 2025 is not audited [3][8]. - The company has confirmed that there were no significant changes in the financial indicators and accounting data compared to the previous period [4][9]. Shareholder Information - As of March 31, 2025, the company holds 10,080,000 shares in its repurchase account, representing 2.52% of total shares [4]. - The report includes details on major shareholders and their participation in stock lending activities [5]. Stock Incentive Plans - On March 19, 2025, the company approved the 2025 Restricted Stock Incentive Plan and its management measures during board and supervisory meetings [6][7]. - The first extraordinary shareholders' meeting of 2025, held on April 11, approved the same incentive plan and authorized the board to handle related matters [7]. - On April 17, 2025, the company approved the initial grant of restricted stock to the incentive plan participants [7].

苏州工业园区凌志软件股份有限公司 2024 年年度股东大会会议资料 证券代码：688588 证券简称：凌志软件 苏州工业园区凌志软件股份有限公司 2024 年年度股东大会会议资料 二〇二五年五月 1 / 29 苏州工业园区凌志软件股份有限公司 2024 年年度股东大会会议资料 苏州工业园区凌志软件股份有限公司 2024 年年度股东大会会议资料目录 | | 苏州工业园区凌志软件股份有限公司 | | 2024 年年度股东大会会议须知 ------------------ | 3 | | --- | --- | --- | --- | --- | | | 苏州工业园区凌志软件股份有限公司 | | 2024 年年度股东大会会议议程 ------------------ | 5 | | 议案一 | 关于公司《2024 | 年年度报告》及摘要的议案 | --------------------------------7 | | | 议案二 | 关于公司《董事会 | 2024 | 年度工作报告》的议案 ----------------------------- | 8 | | 议案三 | 关于公司《监事会 | 2024 | ...

Investment Rating - The report maintains a "Buy" rating for the company, expecting a significant price increase in the next 6-12 months [4]. Core Insights - The company reported a revenue of 2.52 billion yuan for Q1 2025, a year-on-year decrease of 5.88%, but achieved a net profit of 0.66 billion yuan, turning from loss to profit mainly due to increased exchange gains from the rising Japanese yen [2]. - For the full year 2024, the company achieved a revenue of 11.14 billion yuan, a year-on-year growth of 59.99%, primarily due to the acquisition of Zhiming Software in November 2023, which expanded the consolidation scope [2]. - The net profit for 2024 was 1.24 billion yuan, a year-on-year increase of 43.65%, largely attributed to the transfer of equity in Beijing Reyun, which confirmed an investment income of 0.26 billion yuan [2]. - The company plans to distribute a cash dividend of 2 yuan per 10 shares, totaling approximately 0.78 billion yuan, which accounts for 62.74% of the 2024 net profit [2]. Revenue and Profit Analysis - In 2024, the company's revenue from software development services in Japan reached 10.21 billion yuan, a year-on-year increase of 71.31%, with a gross margin of 31.59%, down 4.01 percentage points from the previous year [3]. - The Japanese subsidiary Zhiming generated revenue of 4.37 billion yuan, handling nearly 50% of the external outsourcing volume for the Nomura Research Institute's THE STAR system and about 80% for the I-STAR system [3]. - The domestic industry application software solutions segment saw a revenue decline of 8.58% to 0.91 billion yuan, influenced by the market conditions and IT investment pace of domestic brokerages [3]. Future Projections - Revenue projections for 2025 to 2027 are estimated at 12.18 billion yuan, 13.56 billion yuan, and 15.22 billion yuan, reflecting year-on-year growth rates of 9.28%, 11.35%, and 12.27% respectively [4]. - The expected net profits for the same period are 1.62 billion yuan, 2.00 billion yuan, and 2.46 billion yuan, corresponding to price-to-earnings ratios of 30.25, 24.44, and 19.87 [4].

Financial Performance - The company's operating revenue for Q1 2025 was ¥252,251,585.41, representing a decrease of 5.88% compared to ¥268,014,443.88 in the same period last year[4] - Net profit attributable to shareholders was ¥65,528,927.40, a significant improvement from a loss of ¥9,828,319.91 in the previous year[4] - Basic and diluted earnings per share were both ¥0.1680, recovering from a loss of ¥0.0246 in the same period last year[4] - The company reported a net profit margin improvement due to reduced operating costs, although specific profit figures were not disclosed in the provided content[21] - The net profit for Q1 2025 reached ¥65,231,528.14, a significant recovery from a net loss of ¥9,977,857.79 in Q1 2024, marking a turnaround of over 700%[22] - Operating profit for the period was ¥74,390,850.62, compared to an operating loss of ¥6,359,055.75 in the same quarter last year[22] - Total revenue from operating activities increased to ¥296,561,592.10 in Q1 2025, up from ¥280,428,910.22 in Q1 2024, reflecting a growth of approximately 5.4%[26] - The total comprehensive income for Q1 2025 was ¥65,469,852.54, compared to ¥37,987.10 in Q1 2024, indicating a strong improvement in overall financial performance[23] Cash Flow and Assets - The net cash flow from operating activities was -¥32,696,451.07, worsening from -¥20,414,452.60 year-on-year[4] - Cash and cash equivalents as of March 31, 2025, amounted to CNY 909,971,443.78, an increase of 13.4% from CNY 802,275,964.57 on December 31, 2024[16] - Cash and cash equivalents at the end of Q1 2025 totaled ¥909,968,985.84, an increase from ¥751,737,654.93 at the end of Q1 2024[27] - The company generated ¥179,415,701.02 in cash inflow from investing activities in Q1 2025, compared to ¥68,355,494.82 in Q1 2024, showing a substantial increase of over 162%[26] - Financing activities resulted in a net cash outflow of -¥5,952,500.00 in Q1 2025, a significant decrease from a net inflow of ¥61,898,499.76 in Q1 2024[27] - Total assets at the end of the reporting period were ¥1,803,071,957.31, a slight increase of 0.71% from ¥1,790,370,611.73 at the end of the previous year[5] - The company's non-current assets totaled CNY 625,386,483.54 as of March 31, 2025, an increase from CNY 601,148,792.13 at the end of 2024[19] Shareholder Information - The total number of common shareholders at the end of the reporting period is 16,014[9] - Zhang Baoquan and Wu Yanfang are the controlling shareholders, holding 19.86% and 16.67% of shares respectively[10] - The top 10 shareholders hold a total of 4,000,000 shares, with the largest shareholder holding 79,425,226 shares[9] - The company has a total of 10,080,000 shares held in a repurchase account, representing 2.52% of total shares[10] - The top shareholder, Zhang Baoquan, also holds interests in multiple partnership entities related to the company[10] - The shareholder structure indicates a significant concentration of ownership among the top shareholders[9] Research and Development - Research and development expenses totaled ¥20,636,421.38, an increase of 17.84% from ¥17,511,604.68, representing 8.18% of operating revenue, up from 6.53%[5] - Research and development expenses rose to ¥20,636,421.38 in Q1 2025, compared to ¥17,511,604.68 in Q1 2024, indicating an increase of about 17.5%[22] Corporate Actions - The company plans to implement a restricted stock incentive plan in 2025, approved by the board on March 19, 2025[13] - The company approved a restricted stock incentive plan for 2025 during the first extraordinary general meeting on April 11, 2025[14] - The board approved the first grant of restricted stock to incentive objects under the 2025 plan on April 17, 2025[14] Other Information - Non-recurring gains and losses amounted to ¥5,772,090.38, with significant contributions from government subsidies and other non-operating income[6] - The company attributed the increase in net profit to favorable exchange rate movements of the Japanese yen during the reporting period[7] - The company has not reported any changes in the number of shares lent or returned compared to the previous period[12] - The company has not disclosed any other significant operational changes during the reporting period[13]

| 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.1680 | -0.0246 | 782.93 | 0.0996 | | 每股净资产（元） | 3.29 | 3.02 | 8.94 | 3.42 | | 每股公积金(元) | 0.88 | 0.88 | 0 | 0.88 | | 每股未分配利润(元) | 1.41 | 1.13 | 24.78 | 1.25 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 2.52 | 2.68 | -5.97 | 1.67 | | 净利润(亿元) | 0.66 | -0.1 | 760 | 0.4 | | 净资产收益率(%) | 5.10 | -0.82 | 721.95 | 2.92 | 数据四舍五入，查看更多财务数据>> 一、主要会计数据和财务指标 二、前10名无限售条件股东持股情况 三、分红送配方案情况 本次公司不分配不转赠。 | 名称 | 持有数量(万股) | 占总股 ...

Group 1 - The core point of the announcement is that Lingzhi Software reported a revenue of 252 million yuan for the first quarter of 2025, which represents a year-on-year decline of 5.88% [1] - The net profit for the same period was 65.53 million yuan, a significant improvement compared to a net loss of 9.83 million yuan in the same quarter last year [1]

证券代码：688588 证券简称：凌志软件 公告编号：2025-032 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 4 月 25 日（星期五）至 5 月 6 日（星期二）16:00 前登 录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 （info@linkstec.com）进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 苏州工业园区凌志软件股份有限公司（以下简称"公司"）已于 2025 年 4 月 18 日发布公司 2024 年年度报告、并拟于 2025 年 4 月 30 日发布公司 2025 年 第一季度报告，为便于广大投资者更全面深入地了解公司 2024 年度及 2025 年第 一季度的经营成果、财务状况，公司计划于 2025 年 5 月 7 日（星期三）下午 16:00-17:00 举行 2024 年度暨 2025 年第一季度业绩说明会，就投资者关心的问 题进行交流。 一、 说明会类型 苏州工业园区凌志软件股份有限公司 关于召开 2024 年度暨 2 ...