Group 1 - The "2025 Hurun China 500" list ranks non-state-owned enterprises in China based on their value, with a threshold for inclusion rising to 34 billion yuan, an increase of 7.5 billion yuan or 28% from the previous year [1] - The average value of the top 500 companies has grown by 41.5 billion yuan, reaching 153 billion yuan [1] Group 2 - Jiangsu Runhe Software Co., Ltd. was established in 2006 and listed on the Shenzhen Stock Exchange in 2012, recognized as one of the first key software enterprises in the national planning layout [3] - The company has a global presence with approximately 17,000 employees and R&D centers or subsidiaries in 22 major cities in China, as well as branches in Japan, Singapore, and the United States [3] - Runhe Software aims to be a leader in China's digital intelligence technology and service innovation, focusing on digital transformation and intelligent upgrades across various industries [3]

Group 1 - Hefei Runhe Software Technology Co., Ltd. has been established, focusing on various areas including artificial intelligence general application systems and software development [1] - The company is wholly owned by Runhe Software (300339), indicating a strong backing from an established entity in the software industry [1] - The business scope also includes research and development of intelligent robots and sales of service consumer robots, highlighting a commitment to innovation in robotics [1] Group 2 - The company is involved in online energy measurement technology research and development, which aligns with current trends in energy efficiency and smart technology [1] - The establishment of this company reflects the growing importance of artificial intelligence and robotics in various sectors, indicating potential growth opportunities in these fields [1]

Group 1 - The core viewpoint of the news highlights the ongoing fluctuations in the software sector, particularly within the ChiNext software ETF, which saw a slight decline of 0.09% as of February 11, 2026, while individual stocks like Wangsu Science & Technology and Guangliwei experienced significant gains of 10.60% and 9.04% respectively [1] - The report from Huatai Securities indicates that 2025 is expected to be the "Year of Agents," with 2026 likely marking a period of accelerated implementation of Agent technologies, driven by rapid iterations in Agentic Coding and fierce competition among major companies for personal agent assistants [1] - The rapid iteration of Agentic Coding is anticipated to reshape the software industry, potentially leading to a paradox where the value of standalone software may decline despite a surge in personalized, AI-generated software [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the ChiNext software index include Tonghuashun, Runze Technology, and Kunlun Wanwei, collectively accounting for 48.61% of the index [2] - The performance of individual stocks within the index shows varied results, with notable declines in stocks like Kunlun Wanwei at -4.13% and Tonghuashun at -1.26%, while others like Shenshuo Technology and Zhongke Chuangda showed positive movements [3]

江苏润和软件股份有限公司 关于独立董事辞职的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 证券代码:300339 证券简称:润和软件 公告编号:2026-001 江苏润和软件股份有限公司 董 事 会 2026年2月9日 2 江苏润和软件股份有限公司（以下简称"公司"、"本公司"、"润和软件"） 于 2026 年 2 月 9 日收到公司独立董事葛素云女士提交的书面辞职报告。葛素云 女士自 2020 年 2 月 10 日起担任公司独立董事，连续担任公司独立董事届满六年。 根据《上市公司独立董事管理办法》及《公司章程》等相关规定，葛素云女士现 向公司申请辞去公司第七届董事会独立董事职务，同时辞去董事会审计委员会主 任委员、董事会薪酬与考核委员会委员的相关职务。葛素云女士原定任期为 2023 年 3 月 10 日至 2026 年 3 月 9 日。辞职报告生效后，葛素云女士将不在公司担任 其他职务。 葛素云女士的辞职将导致公司独立董事人数少于董事会成员的三分之一。根 据《公司法》《上市公司独立董事管理办法》《深圳证券交易所上市公司自律监 管指引第 2 号——创业 ...

Group 1 - The software concept is experiencing a surge, with the ChiNext Software ETF (159256) rising by 3.86% as of February 9, 2026, and notable stocks like Dongfang Guoxin and Wanxing Technology increasing by 16.73% and 11.63% respectively [1] - In the past 21 trading days, the ChiNext Software ETF has attracted a total of 539 million yuan [1] - ByteDance has launched its latest video model, Seedance 2.0, which is now available on the Jiemeng platform, allowing users to generate videos from text/images and use video/audio as reference materials [1] Group 2 - The ChiNext Software ETF closely tracks the ChiNext Software Index, which as of January 30, 2026, has its top ten weighted stocks including Tonghuashun, Runze Technology, and Kunlun Wanwei, accounting for a total of 48.61% of the index [2] - The top ten stocks in the ChiNext Software Index are as follows: Tonghuashun (3.64% increase, 8.68% weight), Guiding Compass (1.10% increase, 6.38% weight), and Runhe Software (2.31% increase, 4.93% weight) among others [3]

Group 1 - The core viewpoint of the article is that Runhe Software (300339) is committed to the development of smart energy information technology as a key part of its main business [1] - The company has already established a presence in the relevant field and plans to continue deepening its engagement in the power industry [1] - Runhe Software aims to empower industry clients' digital transformation through domestic and intelligent technologies [1]

Core Viewpoint - Runhe Software (300339) is heavily investing in research and development in the field of artificial intelligence, aiming to empower various industries such as finance, electricity, industrial, and healthcare [1] Group 1 - The company is actively constructing products and solutions in the AI sector [1] - Future disclosures regarding specific R&D investment details will be available in upcoming periodic reports [1] - The company combines technological advantages with industry strengths and service capabilities to continuously enhance its core competitiveness [1]

Core Viewpoint - Runhe Software's stock performance shows a mixed trend with a slight increase in share price but a decline in net profit, indicating potential challenges in profitability despite revenue growth [2][3]. Group 1: Stock Performance - On February 3, Runhe Software's stock rose by 1.87%, with a trading volume of 934 million yuan [1]. - The financing data for February 3 indicates a net financing outflow of 801.95 million yuan, with a total financing and margin balance of 3.422 billion yuan [1]. - The current financing balance of 3.412 billion yuan accounts for 8.55% of the circulating market value, which is above the 50th percentile level over the past year [1]. Group 2: Financial Performance - For the period from January to September 2025, Runhe Software reported a revenue of 2.719 billion yuan, reflecting a year-on-year growth of 12.86% [2]. - The net profit attributable to shareholders for the same period was 78.5726 million yuan, showing a year-on-year decrease of 29.01% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Runhe Software increased to 233,500, up by 1.43% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 1.41% to 3,331 shares [2]. - The top ten circulating shareholders include significant institutional investors, with notable changes in holdings among various ETFs [3].

Group 1: Industry Growth and Development - Nanjing's software business revenue is projected to reach approximately 1,020 billion yuan by 2025, representing a year-on-year growth of 16.7%, marking a breakthrough into a trillion-level industry cluster [1] - The comprehensive index of Nanjing's software industry ranks fourth nationwide, showcasing its significant growth from 200 companies and 1.8 billion yuan in annual sales in 2000 to a trillion-level industry cluster by 2025 [1] - The city has cultivated 15 certified open-source Harmony OS distributions and 122 software and hardware products, ranking second among cities in China for both metrics [3] Group 2: Technological Innovation and Competitiveness - Nanjing's industrial software sector is supported by the SylixOS operating system, which has been adopted by nearly 2,000 users in aerospace and rail transit, emphasizing domestic innovation and breaking foreign monopolies [2] - The city is focusing on enhancing product competitiveness through leading enterprises and has initiated several breakthroughs in key software areas, maintaining a strong position in communication and energy sectors [2] - The establishment of the Industrial Artificial Intelligence Research Institute in Nanjing aims to address major application scenarios in manufacturing, focusing on industrial intelligence and smart robotics [4] Group 3: Policy and Ecosystem Support - Nanjing is implementing a comprehensive policy system to support industry development, including a 1 billion yuan special fund for industrial software and various supportive policies for innovation and startups [6] - The city has released over 1,100 application scenarios, facilitating the practical use of software products in areas such as smart low-altitude economy and medical imaging AI, enhancing urban life [6] - The "City-Industry Symbiosis" strategy is being promoted through policy guidance, service foundations, and scenario mediation, aiming for optimal integration of urban and industrial development [5]

Core Insights - Nanjing's GDP is projected to reach 19,428.78 billion yuan by 2025, with software business revenue expected to be around 10,200 billion yuan, marking a 16.7% year-on-year growth and achieving the first trillion-level industry cluster breakthrough [2] Company Summaries - **Runhe Software**: A leading software company specializing in high-end software outsourcing services, headquartered in Nanjing. It has established a global presence with subsidiaries in Japan, Singapore, and the USA, serving notable clients like Huawei and Oracle. The company plans to deepen its focus on domestic innovation and AI solutions in various sectors by 2026 [3][5] - **Vito Technology**: Recognized as a top industrial software CAX integration platform, it has received multiple national accolades and is focused on AI and digital transformation in manufacturing. The company aims to replace imports with domestic innovations in industrial software, leveraging strong local support and talent availability in Nanjing [5][6][7] - **Yihui Information Technology**: Founded in 2016, this company specializes in embedded real-time operating systems and has participated in significant national projects. It has grown from 9 to over 400 employees, benefiting from local government support and a favorable business environment [9][10] - **Manyun Software Technology**: A local tech company utilizing AI and big data to enhance logistics efficiency, it operates a platform covering over 330 cities and has achieved significant carbon reduction. The company has a workforce of over 7,000, with a strong emphasis on high educational qualifications among its staff [12][13]