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Tianfeng Securities: In the past 5 years, some TOB software companies have continued to create 'value' and have the characteristics of growing dividend assets.
Looking ahead, Tianfeng Securities believes that big models, especially AIAgent, will further reshape the world, helping software to move towards more scenarios, as well as more industries shifting their cost structure from OpEX to CapEX.
IDC: The total market size of China's PLM software market reached 2.88 billion yuan in 2023, with an annual growth rate of 16%.
IDC continues to track the Chinese industrial software market and recently released the report "Analysis of China's PLM Market and Vendor Share, 2023: Moving Innovation to the Left".
The Ministry of Industry and Information Technology plans to implement large-scale digital transformation and upgrading of equipment, which will catalyze the industrial software sector.
The Ministry of Industry and Information Technology is soliciting public opinions on the 'Implementation Plan for the Digital Transformation of Light Industry (Draft for Solicitation of Comments)'. It proposes to promote the application of programmable logic controllers (PLC), distributed control systems (DCS), and other industrial control systems, industrial robots, intelligent testing equipment, manufacturing execution systems (MES), and intelligent equipment automation.
Dingjie Software (300378.SZ): Proposed changes to the company name, stock abbreviation, business scope, and amendments to the “Articles of Association”
Digiwin Software (300378.SZ) announced on August 20 that the company plans to apply to change its company name from Digiwin Software Co., Ltd. to Digiwin Smartech Co., Ltd. and change its stock abbreviation from "Digiwin Software" to "Digiwin Smartech". The company will also make corresponding adjustments to its operations.
Digiwin Software (300378.SZ): As of August 9th, the number of shareholders in the company is about 30,000.
On August 14th, Gelunhui reported that Digiwin Software (300378.SZ) stated on the investor interaction platform that as of August 9th, the number of shareholders in the company is about 30,000.
Digiwin Software: Summary of Half-Year Report in 2024.
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