南财智讯12月31日电，凌志软件公告，公司股东周颖先生拟通过集中竞价方式减持不超过328.10万股的 公司股份，减持股份占公司总股本的比例不超过0.82%；股东梁启华先生拟通过集中竞价方式减持不超 过244.92万股的公司股份，减持股份占公司总股本的比例不超过0.61%。本次减持系股东自身资金需 求，减持价格将按市场价格确定。上述减持主体均为5%以下股东，所持股份来源为首次公开发行前取 得，且已解除限售上市流通。减持期间为2026年1月26日至2026年4月25日，若公司发生停牌情形，实际 减持时间将相应顺延。本次减持计划不会对公司治理结构及持续经营产生重大影响，具体实施存在不确 定性。 ...

证券日报网讯 12月30日，凌志软件在互动平台回答投资者提问时表示，国内市场开拓方面，公司将在 投行、机构、财富管理等方向上继续发力，加强人工智能、大数据等新兴技术应用，不断为客户提供高 价值的产品和服务，拓展证券行业及其他金融行业的客户。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the news is that Lingzhi Software has shown a slight increase in stock price, reaching 14.30 CNY per share, with a total market capitalization of 5.72 billion CNY [1] - Lingzhi Software, established on January 3, 2003, specializes in providing customized software development services and application software solutions for the financial industry, with 95.72% of its revenue coming from software development services [1] - The company is located in Suzhou Industrial Park, Jiangsu Province, and was listed on May 11, 2020 [1] Group 2 - Huabao Fund's Huabao CSI Financial Technology Theme ETF (159851) has entered the top ten circulating shareholders of Lingzhi Software, holding 3.2832 million shares, which is 0.82% of the circulating shares [2] - The ETF has a total scale of 12.319 billion CNY and has achieved a year-to-date return of 17.4% [2] - The fund manager, Chen Jianhua, has a tenure of 13 years and 12 days, with the best fund return during his tenure being 177.41% [3]

Group 1 - The semiconductor chip market is experiencing significant activity, with Kema Technology hitting the daily limit up, and the semiconductor equipment ETF (561980) rising over 4% this week, with a trading volume of 276 million yuan [1][11] - Major stocks in the semiconductor equipment sector, including Kema Technology, Shanghai Xinyang, and Aisen Co., have shown strong performance, with Kema Technology reaching the daily limit and others like Shanghai Xinyang and Aisen Co. increasing by over 17% and 16% respectively [1][14] - The semiconductor equipment ETF (561980) tracks the CSI semiconductor index, with nearly 60% of its components being equipment-related, and it has achieved a year-to-date increase of 54.82%, ranking first among major semiconductor indices [1][11][14] Group 2 - The rapid development of Chinese chip technology is expected to disrupt companies like Nvidia by 2026 or 2027, as highlighted by Bloomberg and supported by analysts from major financial institutions [3] - The ongoing AI infrastructure boom is driving demand for advanced chips, with a focus on 3nm and below processes, indicating a robust long-term bull market for semiconductor equipment [3][11] - Domestic chip companies are accelerating their globalization and capitalization processes, with significant IPOs such as Moore Threads and Muxi Technology marking a notable trend in the industry [4][5] Group 3 - The storage chip sector is also seeing a surge in IPO activities, with companies like Changxin Technology and Yangtze Memory Technologies planning to go public, which is expected to enhance capacity construction [5][6] - According to CFM's market outlook, there is a projected supply shortage for server eSSD and DDR5 RDIMM, with prices expected to rise significantly, indicating strong demand driven by AI [6][8] - The global semiconductor sales forecast for 2026 has been revised upwards to $975.4 billion, reflecting a recovery driven by sustained AI demand [8][11]

证券代码：688588 证券简称：凌志软件 公告编号：2025-063 套资金暨关联交易预案〉及其摘要的议案》等与本次交易相关的议案，具体内容 详见公司于 2025 年 11 月 11 日在上海证券交易所网站（www.sse.com.cn）上披 露的《苏州工业园区凌志软件股份有限公司发行股份及支付现金购买资产并募集 配套资金暨关联交易预案》及相关公告。 经公司申请，公司股票（证券简称：凌志软件，证券代码：688588）于 2025 年 11 月 11 日（星期二）开市起复牌，具体内容详见公司于 2025 年 11 月 11 日 在上海证券交易所网站（www.sse.com.cn）上披露的《苏州工业园区凌志软件股 份有限公司关于披露发行股份及支付现金购买资产并募集配套资金暨关联交易 预案的一般风险提示暨公司股票复牌的公告》（公告编号：2025-061）。 截至本公告披露日，公司正与交易各方积极沟通交易方案，有序推进本次交 易相关工作。本次交易涉及资产的相关审计、评估等工作正在有序推进中，公司 后续将根据本次交易的进展情况，严格按照《重组管理办法》《上海证券交易所 上市公司自律监管指引第 6 号——重大资产重组》 ...

凌志软件公告称，拟通过发行股份及支付现金购买凯美瑞德100%股权并募集配套资金，预计构成重大 资产重组及关联交易，不构成重组上市，也不会导致控制权变更。公司股票于2025年10月28日开市起停 牌，不超10个交易日。11月10日，公司董事会审议通过相关预案，股票于11月11日开市起复牌。目前， 交易相关审计、评估等工作正有序推进，交易尚需多项审批，存在不确定性。 ...

Group 1 - Lingzhi Software's stock increased by 5.34%, reaching 15.19 CNY per share, with a trading volume of 31.42 million CNY and a turnover rate of 0.53%, resulting in a total market capitalization of 6.076 billion CNY [1] - The company, established on January 3, 2003, and listed on May 11, 2020, primarily provides customized software development services and application software solutions for the financial industry, with 95.72% of its revenue coming from software development services [1] Group 2 - Huabao Fund's Huabao CSI Financial Technology Theme ETF (159851) entered the top ten circulating shareholders of Lingzhi Software in the third quarter, holding 3.2832 million shares, which is 0.82% of the circulating shares, with an estimated floating profit of approximately 2.528 million CNY [2] - The Huabao CSI Financial Technology Theme ETF was established on March 4, 2021, with a latest scale of 12.319 billion CNY, achieving a year-to-date return of 13.83% and a one-year return of 10.78% [2]

Group 1 - Overseas institutions conducted research on 84 listed companies in the past 10 days, with Optoelectronics being the most focused, receiving attention from 58 overseas institutions [1] - A total of 437 companies were researched by institutions, with securities companies leading at 395, followed by fund companies at 301 [1] - The average stock price of companies researched by overseas institutions increased by 1.33% over the past 10 days, with the best performer being Huasheng Lithium with a cumulative increase of 121.01% [1] Group 2 - The second most researched company was BeiGene, which had 43 overseas institutions participating in its research [1] - Among the stocks that experienced price declines, Lingzhi Software had the largest drop at 14.58% [3] - The research highlighted various sectors, including power equipment, electronics, and machinery, with notable stock performances across these industries [1][2][3]

Group 1 - On November 17, a total of 12 companies were investigated by institutions, with 6 companies being focused on by funds, including Fuxiang Pharmaceutical, Lingzhi Software, and Fengyuan Co., Ltd. [1] - Fuxiang Pharmaceutical received the most attention, with 12 funds participating in its investigation, while Lingzhi Software and Fengyuan Co., Ltd. had 11 and 5 funds involved, respectively [1][2] - Among the companies investigated, there were 3 from the Shenzhen Main Board, 2 from the ChiNext Board, and 1 from the Sci-Tech Innovation Board [1] Group 2 - In terms of total market capitalization, 2 companies had a market value of less than 10 billion yuan, namely Lingzhi Software and Fengyuan Co., Ltd. [2] - Over the past 5 days, 4 of the investigated stocks increased in value, with Fuxiang Pharmaceutical and Fengyuan Co., Ltd. showing significant gains of 56.90% and 33.24%, respectively [2] - The stocks that experienced declines included Lingzhi Software and Huali Chuantong, with declines of 14.86% and 3.13%, respectively [2][3] Group 3 - The latest closing prices and 5-day price changes for the investigated companies are as follows: Fuxiang Pharmaceutical at 21.15 yuan (+56.90%), Lingzhi Software at 15.13 yuan (-14.86%), Fengyuan Co., Ltd. at 23.85 yuan (+33.24%), and Shiji Information at 10.03 yuan (+7.16%) [3] - The highest net inflow of funds over the past 5 days was seen in Fengyuan Co., Ltd. with 450 million yuan, followed by Guangdong Hongda and Shiji Information with net inflows of 186 million yuan and 94.91 million yuan, respectively [2]

Summary of the Conference Call on Camerit Software Company Overview - **Camerit Software** is a leading financial IT provider in China's capital markets, offering integrated management systems for banks and large brokerages, managing assets exceeding 70 trillion RMB and processing daily fund flows over 1.4 trillion RMB [2][7][30] - The company focuses on two main market directions: **self-controllable** systems and **digital transformation** [2][12] Key Points and Arguments - **Market Position**: Camerit is recognized as the top provider in the capital market trading system solutions, having been ranked first by both CCID and IDC for two consecutive years [2][14] - **Product Features**: The products support various financial assets including bond repos, foreign exchange, precious metals, and derivatives, covering the entire process from trading strategies to risk control and accounting [2][8] - **Strategic Acquisition**: The acquisition of Camerit by Linzhi Software is aimed at enhancing its financial software development capabilities and expanding its market presence in the domestic financial sector [3][30] - **Industry Demand**: There is a significant demand for replacing foreign systems in over 100 large financial institutions in China, creating a market opportunity worth hundreds of billions [4][15] - **Team Expertise**: Camerit’s team has extensive industry experience, with core members coming from top global financial institutions, enhancing its credibility and client trust [2][13] Additional Important Insights - **Global Trends**: The global market for comprehensive asset management systems has been dominated by European and American companies, with recent mergers indicating high value in such software solutions [9] - **Future Market Opportunities**: The company anticipates strong growth in three key areas: self-controllable systems, digital transformation, and the internationalization of the RMB, particularly in countries along the Belt and Road Initiative [20][21] - **Integration Plans**: Post-acquisition, the focus will be on integrating Camerit’s products into Linzhi’s existing client base and leveraging shared resources for enhanced market penetration [24][25] - **Technical Advantages**: Camerit’s products are fully self-developed with a 100% self-research ratio, utilizing a pure Java architecture, which differentiates it from competitors using C++ [17][26] Conclusion The conference call highlighted Camerit Software's strong market position, extensive product capabilities, and strategic growth opportunities through the acquisition by Linzhi Software. The focus on self-controllable systems and digital transformation aligns with national strategies, positioning the company for significant future growth in both domestic and international markets.