Digiwin Software Co Ltd

In early trading on August 28, the AI application sector strengthened. DigiwinSoft opened quickly with a 20cm limit up, trading at 37.45 yuan per share as of press time. Jingyeda, Topsec, 360 Security Technology, Join-Cheer Software, and Tianyu Digital Technology hit the 10% limit up, while Lifang Holdings and Qi An Xin led gains. On the evening of August 27, DigiwinSoft disclosed its semi-annual report for 2026. In the first half of this year, the company achieved operating revenue of 1.101 billion yuan, up 5.37% year on year, and net profit attributable to shareholders of the listed company of 188 million yuan, up 318.5% year on year. In overnight US trading, software giant Salesforce reported second-quarter results for fiscal 2027, with revenue of 11.35 billion US dollars, up 11% year on year, and net profit of 3.53 billion US dollars, up 87% year on year, with core performance indicators exceeding market expectations. The strong results broke the market's previous 'SaaS doomsday theory' and drove the overall AI application software sector higher, with Salesforce rising more than 22%.

Digiwin Software reported first-half 2026 revenue of 1.101 billion yuan, up 5.37% year on year, with net profit attributable to the parent of 188 million yuan, up 318.5%. Meanwhile, Guangdong Wannianqing's controlling subsidiary Wanhong Zhisuan signed a GPU cloud computing service procurement agreement with Company A, with a total contract value of 1.244 billion yuan. Yakang's subsidiary signed a general computing power technical service agreement with a contract value of 925 million yuan including tax. In addition, Jingce Electronic reported first-half revenue of 1.812 billion yuan, up 31.19% year on year, with net profit attributable to the parent of 75.0349 million yuan, up 171.21%, and an order backlog of about 5.589 billion yuan. Yinbang Clad Material, Injoinic Technology, Range Intelligent Computing Technology and other companies also disclosed first-half earnings growth.

On August 28, the three major A-share indices fluctuated higher. As of press time, the Shanghai Composite Index rose 0.15%, the Shenzhen Component Index rose 0.45%, the ChiNext Index rose 0.91%, and the STAR Composite Index rose 1.16%. AI application stocks moved higher, with Digiwin Software hitting the 20% daily limit, and 360 Security Technology, China Security, Jiuqi Software, and Topsec all hitting their daily limits. On the news front, overnight US enterprise software giant Salesforce surged more than 21%, with annual recurring revenue from its core AI products Agentforce and Data 360 totaling close to 3.9 billion US dollars, up more than 210% year on year. In addition, Salesforce announced an expanded strategic partnership with US AI giant Anthropic, launching Claudeforce to deeply integrate Claude's reasoning capabilities with Salesforce's enterprise data, workflows, and governance systems, easing market concerns that AI will destroy software companies.