| 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 股份數目 | | | (請參閱上述*註 | 有役票權股 期(日/月/ 權益 | | | | | | | | | 份自分比 年) | | | | | | | | | 9/2 | | CS20250807E00249 | BlackRock, Inc. | 1201(L) | | 2,791,000(L | HKD 18.4159 | 211,575,223(L) | 5.96(L)04/08/2025 | | | | | | | | 6,127,000(S) | 0.17(S) | 金蝶国际(0268.HK)现跌4.17%报17.93港元，暂成交6.55亿港元，最新市值636.42亿港元。联交所最新权益披露资料显示，金蝶国际于8月4日遭BlackRock, Inc.以每股均价18.4159港元减持好仓279.1万股，涉资约 ...

Market Performance - As of August 8, 2025, the CSI Hong Kong Internet Index (931637) decreased by 1.33% with mixed performance among constituent stocks [3] - Leading gainers included Dongfang Zhenxuan (01797) up 7.38%, and Lion Group Holdings (02562) up 3.19%, while leading decliners were Qutoutiao (00917) down 6.40% and Kingsoft Cloud (03896) down 5.10% [3] - The Hong Kong Internet ETF (159568) fell by 1.10%, currently priced at 1.8 yuan, but has seen a 0.55% increase over the past week [3] Liquidity and Trading Activity - The Hong Kong Internet ETF had a turnover rate of 19.46% with a trading volume of 62.965 million yuan, indicating active market participation [3] - Over the past year, the average daily trading volume of the Hong Kong Internet ETF was 187 million yuan [3] User Engagement and Ecosystem - Bilibili's user ecosystem is thriving, with 368 million monthly active users and 107 million daily active users as of Q1 2025 [3] - The platform has 32 million monthly paying users and an average daily usage time of 108 minutes, with a 70% penetration rate among Gen Z users [3] ETF Performance Metrics - As of August 7, 2025, the Hong Kong Internet ETF has seen a net value increase of 72.24% over the past year, ranking 138 out of 2949 in the index fund category [5] - The ETF's highest monthly return since inception was 30.31%, with a longest consecutive monthly gain of 3 months and an average monthly return of 8.62% [5] Risk and Fee Structure - The management fee for the Hong Kong Internet ETF is 0.50% and the custody fee is 0.10%, which are among the lowest in comparable funds [7] - The ETF's tracking error over the past three months was 0.050%, indicating high tracking precision compared to similar funds [7] Valuation Insights - The latest price-to-earnings ratio (PE-TTM) for the index tracked by the Hong Kong Internet ETF is 23.8, which is below the 80.03% historical average over the past five years, suggesting a low valuation [7] - The CSI Hong Kong Internet Index consists of 30 publicly listed companies related to internet businesses, reflecting the overall performance of internet-themed stocks within the Hong Kong Stock Connect [7][8]

金蝶国际软件集团有限公司是全球知名的企业管理云SaaS公司，主要提供企业资源管理(ERP)的云服 务，以及AI管理平台等产品和服务。根据IDC研究数据，金蝶在中国企业资源管理云服务市场排名第 一，并持续19年稳居中国成长型企业应用软件市场占有率第一，服务对象覆盖全球超过740万家企业和 政府组织。 截至2024年年报，金蝶国际营业总收入62.56亿元、净利润-1.42亿元。 8月11日，金蝶国际将披露2025财年中报。 本文源自：金融界 8月8日，金蝶国际(00268)盘中下跌5.02%，截至10:12，报17.77元/股，成交2.35亿元。 作者：行情君 ...

Group 1 - BlackRock, Inc. reduced its stake in Kingdee International Software Group Company Limited (stock code: 00268.HK) by selling 2.791 million shares at an average price of HKD 18.4159 per share, amounting to approximately HKD 51.3988 million [1][2] - Following the sale, BlackRock's total holdings in Kingdee International decreased to 211,575,223 shares, resulting in a reduction of its ownership percentage from 6.04% to 5.96% [1][2]

金蝶集团董事会主席兼CEO徐少春表示，AI技术将对企业产生深远影响，并提出三点核心观点：一是"AI改变命运，人类改变世界"，AI的海量数据处理能 力将极大推动企业创新，人类要善用AI改变世界；二是企业应善用流程、数据、信息和知识，通过AI实现从数据到知识的转化，助力企业创新和服务升 级；三是既要拥抱AI，也要警惕AI带来的风险，既要拥抱AI，也要放下AI，保持平常心，发挥人类的创造力和直觉。 深圳商报•读创客户端记者 陈姝 日前，由金蝶主办、深商会协办的"AI+管理，成就不凡——"金蝶云·星空"领先制造城市峰会"首发站在深圳举行。本次峰会汇聚超800位制造领域的领先企 业代表、行业专家以及生态合作伙伴，共同论道AI时代下制造业如何破除内卷、重塑生长，为制造业数智化转型注入新技术、新理念、新实践。 深圳市人大常委、深商会联合党委书记、常务会长林慧说，深圳制造业的领先，源于深圳企业敢于拥抱变化的魄力，而金蝶正是其中的杰出代表。金蝶的四 次转型，为传统企业向云服务巨头转变提供了宝贵范本。 "金蝶云·星空"是一款面向成长型企业的研产供销一体化产品，目前已为超过4.4万家企业提供数智化转型服务，并连续21年在中国成长型 ...

天眼查资料显示，金蝶软件（中国）有限公司，成立于1993年，位于深圳市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本140000万人民币。通过天眼查大数据分析，金蝶软件（中国）有 限公司共对外投资了65家企业，参与招投标项目3341次，财产线索方面有商标信息801条，专利信息 1858条，此外企业还拥有行政许可97个。 金融界2025年8月7日消息，国家知识产权局信息显示，金蝶软件（中国）有限公司申请一项名为"数据 展示方法、计算机设备和存储介质"的专利，公开号CN120429354A，申请日期为2025年04月。 专利摘要显示，本申请涉及一种数据展示方法、计算机设备和存储介质。所述方法包括：后端服务器响 应于目标表格的展示请求，获取关联的基础资料字段，以及多个弹性域维度字段；获取预先配置的维度 字段显示配置信息，基于维度字段显示配置信息从多个弹性域维度字段中获取待显示的目标弹性域维度 字段；获取基础资料字段以及目标弹性域维度字段对应的待展示数据，并将基础资料字段、目标弹性域 维度字段，以及待展示数据发送至前端显示设备；前端显示设备用于获取目标表格的弹性域维度展示模 式，并根据弹性域维度展示模式 ...

本文源自：金融界 作者：情报员 金融界2025年8月5日消息，国家知识产权局信息显示，金蝶软件（中国）有限公司取得一项名为"基于 行数据类型标签的数据处理方法、装置、设备和介质"的专利，授权公告号CN115510827B，申请日期为 2022年08月。 天眼查资料显示，金蝶软件（中国）有限公司，成立于1993年，位于深圳市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本140000万人民币。通过天眼查大数据分析，金蝶软件（中国）有 限公司共对外投资了65家企业，参与招投标项目3335次，财产线索方面有商标信息801条，专利信息 1858条，此外企业还拥有行政许可97个。 ...

天眼查显示，公司由董事长黄学全持股53.5%，总经理王鹏持股35.7%，中信证券、金蝶国际参与投资。 中教畅享对外投资有14家公司，包括北京鸿科经纬科技、南京中教畅享互联网科技、江西中教畅享网络有限公司等。 相关公司：金蝶国际hk00268,金蝶 瑞财经 严明会近日，中教畅享科技股份有限公司（以下简称：中教畅享）披露IPO辅导工作进展情况报告(第六期)，辅导机 构中信证券。 中教畅享成立于2007年，注册资本5905万元，是一家专注数字化人才发展的科技服务商，为院校提供教学产品和解决方案 等。 ...

Summary of Conference Call Records Industry or Company Involved - A-shares market and various sectors including semiconductor, AI, OLED materials, biopharmaceuticals, and consumer goods Key Points and Arguments A-shares Market Outlook - The current downward risk in the A-shares market is considered low, supported by favorable statements from the political bureau meeting [1] - Historical price-performance ratio indicates a good position for investment despite recent gains in equity [1] Semiconductor Industry - Domestic chip manufacturing capabilities are improving, with significant advancements in AI-related chips [2] - The demand for domestic supply chains is increasing, leading to high processing rates for local manufacturers [2][3] OLED Materials - The penetration rate of OLED materials is increasing due to performance advantages over LCDs and new technologies addressing previous lifespan issues [9] - Domestic manufacturers are gaining market share as global OLED production capacity shifts to China [10] - Future growth is expected from domestic panel manufacturers expanding production and the introduction of new consumer electronics [11][12] Biopharmaceuticals - China National Pharmaceutical has made strategic acquisitions to enhance its pipeline, including a significant collaboration with a major pharmaceutical company [16][17] - Expected revenue growth from 2025 to 2027 is projected at 32.4 billion to 43.8 billion RMB, with substantial profit increases [18] Consumer Goods - The company "粉笔" (Fenbi) is positioned well in the online education sector, with plans to introduce AI-driven products to boost revenue [31][32] - "若与诚" (Ruoyucheng) is expanding its product lines in health and wellness, with expected revenue growth driven by new brand launches [33][34] Investment Recommendations - Various companies have been highlighted as "gold stocks" for August, including 中芯国际 (SMIC), 莱特光电 (Lite-On), and others, based on their growth potential and market positioning [3][8][12][29] Other Important but Possibly Overlooked Content - The overall economic environment is showing signs of recovery, which may positively impact various sectors [1] - The potential for new product launches in consumer electronics and the healthcare sector is significant, with expected high demand in the coming years [11][27] - The impact of geopolitical factors, such as tariffs, on market dynamics is acknowledged, particularly in the context of the U.S.-China trade relationship [25] This summary encapsulates the key insights from the conference call records, highlighting the optimistic outlook across various sectors and the strategic positioning of recommended companies.

金蝶國際(00268)近期表現強勢，週一大漲4.67%至18.82元，成交額8.11億元，顯示資金持續流入。根據今日（5日）數據顯示，盤中盤見19元，截止9點50 分，股價暫報18.57元。 回顧週一（4日）專欄【港股Podcast】中，有投資者問金蝶國際 (00268.HK)：波動這麼大，上升概率還有多少？短期能沖上20嗎？Simon:收市價18.82元，升 穿保力加通道頂部（18.6元）。買賣信號為"買入"方向繼續看好。19.7元是第一個阻力位，突破則上試21.4元。 技術指標顯示，RSI已達70超買區域，MACD維持買入信號，但隨機震盪指標出現賣出信號，這種技術指標的矛盾往往預示著短期可能出現調整。股價目前 遠高於MA10(17.25元)和MA30(16.01元)，短期上升趨勢明顯，但超買狀態值得警惕。 金蝶股價在超買區域徘徊，您認為會先測試19.7元阻力還是回落至16.9元支撐？若操作衍生品，會如何控制超買狀態下的風險？歡迎分享您的交易策略！更 多個股份析，請關注"港股窩輪Jenny"。 本文章不構成任何投資建議 從關鍵位觀察，16.9元構成重要支撐，更強支撐位於16.2元；上方19.7元為短期阻力， ...