Core Viewpoint - Haocen Software emphasizes a long-term commitment to developing industrial software, particularly CAD tools, which has led to a strong competitive edge and natural growth opportunities as brand recognition increases [2][10]. Group 1: Product Development and Innovation - Haocen Software recently held a product launch event in Shanghai, introducing new products such as Haocen CAD 2026 and Haocen BIM 2025, showcasing its commitment to creating a self-controlled industrial software ecosystem [2]. - The company has a history of over 30 years in the industrial software sector, starting from its first CAD software launch in 2003 and expanding into cloud services by 2011 [4]. - The development of the first 2D CAD software took nearly six years and involved around 100 experienced engineers, highlighting the company's dedication to quality and performance optimization [5]. Group 2: Market Position and User Engagement - Haocen Software has established a strong global presence with over 750 partners and services in more than 175 countries, attracting millions of users [6]. - The company focuses on achieving 100% compatibility with existing CAD software to ensure a seamless transition for users, which is crucial for building trust and user loyalty [6]. - Daily usage statistics show nearly 9 million drawings opened, indicating significant user engagement and data accumulation for AI training [8]. Group 3: AI Integration and Future Strategy - Haocen Software is exploring AI applications in CAD, introducing features like AI rendering and AI customer service, which enhance user experience and efficiency [9]. - The company completed its first acquisition post-IPO by acquiring CadLine, a Hungarian BIM software firm, marking a significant step in its global strategy [10]. - Future plans include expanding product lines in 2D CAD, 3D CAD, and BIM, while also enhancing cloud services and embracing AI technologies to drive growth [10].

Core Insights - The report emphasizes that the computer industry is driven by model iteration, application breakthroughs, and domestic computing power leadership, with a buy rating for the sector [2][4][17]. Industry Overview - The AI infrastructure sector is transitioning from "testing and trial" to "large-scale rollout in 2026" for domestic AI chip replacements, with a narrowing gap between domestic and international leading models [8][17][26]. - The AI application sector is categorized into three types of companies: those with recognized benchmark clients but in early stages, those with long-term trends but uncertain timelines, and those leveraging AI with reachable inflection points [8][17][19]. - The EDA and R&D software sector is seeing rapid improvement in domestic product capabilities, with mergers and acquisitions expected to accelerate due to policy support [8][17][21]. - In the intelligent driving and robotics sector, the report suggests focusing on competitive chip tracks, overseas expansion, and new autonomous driving opportunities, recommending global AMR leader Geek+ [8][18][21]. - The report notes that traditional trust and innovation directions are facing funding delays, while the release of HarmonyOS PC in 2025 is seen as a catalyst for business growth and technological upgrades [8][18][21]. - The energy information sector is expected to benefit from stable capital expenditures and market reforms, although policy implementation timelines need to be monitored [8][18][21]. Key Companies - In the AI infrastructure sector, recommended companies include Cambricon, Inspur, and Unisoc, with attention to Sugon [8][19]. - For AI applications, notable companies are Jingtaikong, Rainbowsoft, and Kingdee International, with additional focus on Hancloud and Guangyun Technology [8][19][21]. - In the intelligent driving and robotics sector, key players include Geek+, Black Sesame Intelligence, and Rui Ming Technology, with recommendations to monitor Desay SV and SOTER [8][19][21]. - In the EDA and R&D software sector, companies like GigaDevice, Gexin Electronics, and BGI are highlighted, with attention to Zhongkong Technology and Haocen Software [8][19][21]. - For trust and innovation, recommended companies include Kingsoft and Softcom, with additional focus on Taiji Co. and China Software International [8][19][21]. - In the energy information sector, notable companies are Guoneng Rixin and Longxin Group, with attention to State Grid Information and South Grid Digital [8][19][22].

Group 1 - The core viewpoint of the article highlights that Haocen Software is focusing on its main business and actively pursuing growth strategies, leading to positive financial results [1] - For the first three quarters of 2025, the company achieved operating revenue of 230 million yuan, representing a year-on-year increase of 16.34% [1] - The net profit for the same period was 42.22 million yuan, showing a year-on-year growth of 21.60%, with a net profit margin of 18.35% [1]

Core Viewpoint - Haocen Software is focusing on its core business and accelerating strategic implementation while enhancing market recognition and long-term investment value through various measures such as cash dividends and strengthened market communication [2] Group 1: Business Strategy - The company has successfully acquired Hungarian BIM software company CadLine and established a subsidiary, Haoke Digital Intelligence [2] - Haocen Software is strategically cooperating to layout 3D CAD products, forming a complete product matrix that includes 2D CAD, cloud-based CAD, and 3D CAD [2] Group 2: Market Positioning - The brand value of Haocen Software has significantly increased, further promoting the company's global business layout and sustainable development [2]

Group 1 - The company, Suzhou Haochen Software Co., Ltd., has been approved for an initial public offering (IPO) of 11,218,200 shares at a price of RMB 103.40 per share, raising a total of RMB 1,159,961,880, with a net amount of RMB 1,050,310,428.83 after deducting issuance costs [1][2] - The company has established a special account for the raised funds and signed a tripartite supervision agreement with its sponsor, CITIC Securities Co., Ltd., and the bank where the funds are stored [3][4] - The special account is designated solely for the "3D BIM Platform Software R&D Project," and the balance as of December 2, 2025, was reported as zero [4][6] Group 2 - The company has authorized its management to handle matters related to the new fundraising project and the allocation of funds to its subsidiary, Shanghai Haoke Digital Software Technology Co., Ltd. [2][3] - The tripartite agreement outlines the responsibilities of each party, including the supervision of fund usage by the sponsor and the requirement for monthly account statements from the bank [5][6] - Any withdrawal exceeding 20% of the net raised funds must be reported to the sponsor, ensuring transparency and compliance with regulations [6][7]

证券代码：688657 证券简称：浩辰软件 公告编号：2025-049 苏州浩辰软件股份有限公司 关于子公司开立募集资金专户并签订 募集资金专户存储三方监管协议的公告 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。 一、募集资金基本情况 根据中国证券监督管理委员会于 2023 年 7 月 25 日作出的《关于同意苏州浩 辰软件股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕1628 号）， 苏州浩辰软件股份有限公司（以下简称"公司"或"浩辰软件"）获准首次公开 发行人民币普通股（A 股）1,121.8200 万股，每股发行价格为人民币 103.40 元/ 股 ， 募 集 资 金 总 额 为 人 民 币 1,159,961,880.00 元 ， 扣 除 发 行 费 用 人 民 币 109,651,451.17 元（不含增值税），实际募集资金净额为人民币 1,050,310,428.83 元。立信会计师事务所（特殊普通合伙）已于 2023 年 9 月 27 日对资金到位情况 进行审验，并出具《验资报告》（信会师报 ...

Core Viewpoint - Haocen Software (688657.SH) has experienced a significant decline in stock price, closing at 53.36 yuan, down 6.75%, indicating a state of underperformance since its IPO [1] Group 1: IPO Details - Haocen Software was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on October 10, 2023, with an issuance of 11,218,200 shares at a price of 103.40 yuan per share [1] - The total funds raised from the IPO amounted to 1,159.96 million yuan, with a net amount of 1,050.31 million yuan after deducting issuance costs, exceeding the original plan by 303.25 million yuan [1] - The company planned to use the raised funds for various projects, including CAD cloud platform development, 2D CAD software upgrades, 3D BIM software development, and global marketing and service network construction [1] Group 2: Financials and Future Plans - The total issuance costs for the IPO were 109.65 million yuan, with underwriting and sponsorship fees accounting for 79.81 million yuan [1] - A dividend plan was announced for May 16, 2024, proposing a distribution of 10 yuan (pre-tax) for every 10 shares, along with a bonus issue of 4.6 shares, with the ex-dividend date set for May 23, 2024 [1]

Group 1 - The core point of the news is that Haocen Software experienced a decline of 5.94% in its stock price, reaching 57.00 yuan per share, with a trading volume of 113 million yuan and a turnover rate of 4.65%, resulting in a total market capitalization of 3.734 billion yuan [1] - Haocen Software, established on November 27, 2001, is located in Suzhou Industrial Park, Jiangsu Province, and was listed on October 10, 2023. The company's main business involves the research, development, and sales of CAD-related software [1] - The revenue composition of Haocen Software includes CAD software business at 60.30%, CAD cloud services at 20.77%, internet advertising promotion at 14.30%, and other services at 4.62% [1] Group 2 - Among the top ten circulating shareholders of Haocen Software, Huaxia Fund has a fund that entered the list in the third quarter, holding 569,100 shares, which accounts for 1.41% of the circulating shares [2] - Huaxia Stable Growth Mixed Fund (519029) was established on August 9, 2006, with a latest scale of 1.2 billion yuan. The fund has achieved a return of 38.83% this year, ranking 1630 out of 8138 in its category [2] - The fund manager, Peng Haiwei, has a cumulative tenure of 11 years and 310 days, with a total fund asset scale of 1.314 billion yuan. The best return during his tenure is 95.45%, while the worst return is -4.6% [2]

Group 1 - The core transaction on November 18 involved a block trade of 310,000 shares of Haocen Software, amounting to 18.22 million yuan, with a transaction price of 58.78 yuan, reflecting a 3.00% discount compared to the closing price of the day [2][3] - Over the past three months, Haocen Software has recorded a total of two block trades, with a cumulative transaction value of 23.87 million yuan [2] - The closing price of Haocen Software on the day of the transaction was 60.60 yuan, showing an increase of 3.06%, with a turnover rate of 6.23% and a total trading volume of 154 million yuan [2] Group 2 - The latest margin financing balance for Haocen Software is 160 million yuan, which has increased by 20.33 million yuan over the past five days, representing a growth of 14.60% [3] - Haocen Software was established on November 27, 2001, with a registered capital of 65.514288 million yuan [3]

| 以示量工 日记 | 证券简称 | 证券代码 | 成交价(元) 成交金额[万元) 成交量(*) 买入营业部 | | 卖出营业部 是否为专场 | 交易日期 | | --- | --- | --- | --- | --- | --- | --- | | 025-11-18 | 浩辰软件 | 688657 | 58.78 1822.18 31 | 去筒更落劈毀為限 | 程度的影響發 190 | | 11月18日，浩辰软件大宗交易成交31万股，成交额1822.18万元，占当日总成交额的10.6%，成交价 58.78元，较市场收盘价60.6元折价3%。 ...