Group 1 - The core point of the news is the significant increase in the stock price of Beijing Huasheng Tiancheng Technology Co., Ltd., which rose by 5.25% to 19.43 CNY per share, with a total market capitalization of 21.305 billion CNY [1] - The company specializes in the development, consulting, and services related to communication software, as well as system integration and sales of related products [1] - The trading volume reached 1.92 billion CNY, with a turnover rate of 9.43% [1] Group 2 - Southern Fund's Southern CSI 2000 ETF (159531) holds a significant position in Huasheng Tiancheng, with 98,300 shares, accounting for 0.17% of the fund's net value, ranking as the tenth largest holding [2] - The fund has achieved a return of 33.15% year-to-date, ranking 1569 out of 4220 in its category, and a return of 47.38% over the past year, ranking 821 out of 3855 [2] - The fund was established on September 7, 2023, with a current size of 539 million CNY [2]

Core Insights - AI technology has entered a stage of large-scale application, but companies face challenges in implementation due to a lack of deep integration with business scenarios [1][3] - Over 70% of companies experience project delays, cost overruns, or unsatisfactory results in AI projects due to insufficient delivery systems [1] Group 1: AI Delivery Services - Huasheng Tiancai has launched a "one-stop AI delivery service" that includes comprehensive support such as computing power deployment, model tuning, knowledge base construction, workflow optimization, and talent training [1][3] - The service aims to provide enterprises with a solution that is operational, applicable, and capable of creating sustainable value [1] Group 2: Industry Experience and Ecosystem - Huasheng Tiancai's AI delivery service not only delivers AI agents but also offers construction methods and practical experience [3] - The company has accumulated rich AI implementation experience across more than ten industries, including government, finance, healthcare, and manufacturing [3] - The goal is to help enterprises achieve intelligent upgrades across the entire value chain, from research and development to service [3] Group 3: Future Directions - Huasheng Tiancai plans to deepen AI technology innovation and industry scenario integration, using the "one-stop AI delivery service" as a foundation [3] - The company aims to promote the inclusive process of AI technology and accelerate the arrival of the digital intelligence era in collaboration with ecosystem partners [3]

重要内容提示： 证券代码：600410 证券简称：华胜天成 公告编号：2025-041 北京华胜天成科技股份有限公司 关于 2025 年第二期股票期权激励计划 首次授予登记完成的公告 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、准确性和完整性承担法律责任。 北京华胜天成科技股份有限公司（以下简称"公司"）于2025年9月18日召 开的2025年第二次临时董事会会议审议通过了《关于向2025年第二期股票期权激 励计划激励对象首次授予股票期权的议案》，根据公司《2025年第二期股票期权 激励计划（草案）》（以下简称"本激励计划"）的规定，公司于2025年9月26 日完成了本激励计划首次授予登记工作，现将有关情况公告如下： 一、股票期权授予情况 （一）本激励计划已履行的决策程序和信息披露情况 1．2025年7月23日，公司召开2025年第一次临时董事会会议，审议通过了《关 于〈北京华胜天成科技股份有限公司2025年第二期股票期权激励计划（草案）〉 及其摘要的议案》《关于〈北京华胜天成科技股份有限公司2025年第二期股票期 权激励计划实施考核管理办法〉的议案》 ...

Company Overview - Huasheng Tiancheng, established on November 30, 1998, and listed on April 27, 2004, is located in Beijing and specializes in communication software technology development, consulting, services, training, and system integration [1][2] - The company operates in the IT services sector, specifically under the subcategories of IT services II and III, and is involved in concepts such as big data, Huawei Ascend, Huawei Kunpeng, smart governance, and domestic software [2] Financial Performance - For the first half of 2025, Huasheng Tiancheng reported a revenue of 2.262 billion yuan, representing a year-on-year growth of 5.11%, and a net profit attributable to shareholders of 140 million yuan, which is a significant increase of 156.60% year-on-year [2] - The company has distributed a total of 854 million yuan in dividends since its A-share listing, with 7.2369 million yuan distributed over the past three years [3] Stock Performance - As of September 25, the stock price of Huasheng Tiancheng increased by 2.01% to 20.31 yuan per share, with a total market capitalization of 22.27 billion yuan [1] - The stock has experienced a year-to-date increase of 180.80%, but has seen a decline of 14.66% over the past five trading days and 22.18% over the past 20 days [1] - The company has appeared on the trading leaderboard 37 times this year, with the most recent appearance on September 22, where it recorded a net buy of -595.92 million yuan [1] Shareholder Information - As of August 29, the number of shareholders for Huasheng Tiancheng reached 510,000, an increase of 173.49% from the previous period, while the average number of circulating shares per shareholder decreased by 63.44% to 2,149 shares [2] - The largest circulating shareholder, Hong Kong Central Clearing Limited, held 45.5063 million shares as of June 30, 2025, a decrease of 11.2412 million shares from the previous period [3]

New Stock Listings - YouSheng Co., Ltd. (Stock Code: 603418) listed at an issue price of 46.36 RMB on September 23, 2025[1] - ZhiTianTui (Stock Code: 300280) is in the delisting preparation period with 8 trading days remaining[1] - ZhongHuanHaiLu (Stock Code: 301040) and JiShiChuanMei (Stock Code: 601929) have recent announcements regarding trading activities[1] Trading Alerts - XianDaoZhiNeng (Stock Code: 300450) reported severe abnormal fluctuations in trading[1] - HangKeKeJi (Stock Code: 688006) and YuanLinCo (Stock Code: 605303) have recent trading alerts[1] - Multiple stocks including YunNanLvYou (Stock Code: 002059) and *STMuBang (Stock Code: 603398) have recent announcements related to trading activities[1] Market Trends - A total of 30 stocks have been flagged for abnormal trading activities in the past week, indicating increased market volatility[1] - The recent trading patterns suggest a potential shift in investor sentiment, particularly in the technology and media sectors[1]

Market Overview - The Shanghai Composite Index rose by 0.22% on September 22, with 11 sectors experiencing gains, led by the electronics and computer sectors, which increased by 3.71% and 1.70% respectively [1] - The main funds in the two markets saw a net outflow of 18.892 billion yuan, with only four sectors experiencing net inflows, the electronics sector leading with a net inflow of 9.357 billion yuan [1] Computer Industry Performance - The computer sector saw a 1.70% increase with a net inflow of 2.081 billion yuan, comprising 335 stocks, of which 216 rose and 112 fell [2] - Notably, 14 stocks in the computer sector had net inflows exceeding 100 million yuan, with Zhongke Shuguang leading at 2.426 billion yuan [2] Top Gainers in Computer Sector - The top gainers in the computer sector included: - Zhongke Shuguang: +10.00%, 242.62 million yuan net inflow - Zhejiang University Network: +9.96%, 52.77 million yuan net inflow - Donghua Software: +10.00%, 46.57 million yuan net inflow [2] Top Losers in Computer Sector - The top losers in the computer sector included: - Huasheng Tiancai: -4.09%, -55.91 million yuan net outflow - Ruantong Power: +0.27%, -26.88 million yuan net outflow - Chunzong Technology: -1.74%, -24.40 million yuan net outflow [3]

New Stock Issuance - New stock issuance for Aomeisen (证券代码: 920080) is priced at 8.25 RMB per share[1] - The last trading day for Zitian (证券代码: 300280) is in 9 trading days[1] - Zhonghuan Hailu (证券代码: 301040) and Jishi Media (证券代码: 601929) have recent announcements regarding their stock status[1] Market Alerts - Significant abnormal fluctuations reported for Xian Dao Intelligent (证券代码: 300450) and Hangke Technology (证券代码: 688006)[2] - ST Green Kang (证券代码: 002868) and ST Gao Hong (证券代码: 000851) are under scrutiny due to recent trading activities[1] - ST Xin Tong (证券代码: 600289) and ST Ya Zhen (证券代码: 603389) have also been flagged for unusual market behavior[1] Trading Insights - The report includes links to detailed announcements for various stocks, indicating ongoing market monitoring and regulatory compliance[1] - The document highlights the importance of tracking stock performance and regulatory updates for informed investment decisions[1]

Core Viewpoint - The stock of Huasheng Tiancai (600410) experienced a significant decline of 6.51% on the trading day, with a turnover rate of 26.56% and a trading volume of 6.631 billion yuan, indicating high volatility and investor activity [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its turnover rate reaching 26.56%, with a net sell-off of 124 million yuan from the Shanghai-Hong Kong Stock Connect [2] - The top five trading departments accounted for a total transaction volume of 1.071 billion yuan, with buying amounting to 456 million yuan and selling at 615 million yuan, resulting in a net sell-off of 159 million yuan [2] - The Shanghai-Hong Kong Stock Connect was the second-largest buying department and the largest selling department, with a buying amount of 124 million yuan and a selling amount of 248 million yuan, leading to a net sell-off of 124 million yuan [2] Fund Flow - The stock saw a net outflow of 822 million yuan in main funds, with a significant outflow of 698 million yuan from large orders and 125 million yuan from medium orders [2] - Over the past five days, the main funds experienced a net outflow of 124 million yuan [2] Margin Trading Data - As of September 18, the latest margin trading balance for the stock was 1.406 billion yuan, with a financing balance of 1.405 billion yuan and a securities lending balance of 83,060 yuan [3] - The financing balance increased by 444 million yuan over the past five days, representing a growth of 46.26%, while the securities lending balance rose by 15,360 yuan, a growth of 22.68% [3] Financial Performance - In the first half of the year, the company reported a total revenue of 2.262 billion yuan, reflecting a year-on-year growth of 5.11%, and a net profit of 140 million yuan, which is a substantial increase of 156.60% year-on-year [3]

Market Overview - The Shanghai Composite Index fell by 0.30% on September 19, with 16 industries experiencing gains, led by coal and non-ferrous metals, which rose by 1.97% and 1.19% respectively. Conversely, the automotive and pharmaceutical industries saw declines of 1.94% and 1.41% [2] - The computer industry ranked third in terms of decline today [2] Capital Flow Analysis - The main capital outflow from the two markets totaled 58.733 billion yuan, with 8 industries seeing net inflows. The non-ferrous metals industry led with a net inflow of 872 million yuan, followed by the media industry with a 0.49% increase and a net inflow of 692 million yuan [2] - A total of 23 industries experienced net capital outflows, with the computer industry leading at 10.723 billion yuan, followed by the automotive industry with an outflow of 7.929 billion yuan. Other industries with significant outflows included machinery, power equipment, and pharmaceuticals [2] Computer Industry Performance - The computer industry declined by 1.26% today, with a total net outflow of 10.723 billion yuan. Out of 335 stocks in this sector, 67 rose, including 1 hitting the daily limit, while 262 fell [3] - Among the stocks with net inflows, 76 saw capital inflows, with 10 exceeding 50 million yuan. The top inflow was for Capital Online, with 182 million yuan, followed by Neusoft Group and Xuanji Information with inflows of 180 million yuan and 152 million yuan respectively [3] - The stocks with the highest net outflows included Zhongke Shuguang, Huasheng Tiancheng, and Guiding Compass, with outflows of 939 million yuan, 822 million yuan, and 569 million yuan respectively [5] Top Gainers in Computer Industry - The top gainers in the computer industry included: - Capital Online: +3.82%, 1.8202 million yuan inflow - Neusoft Group: +10.03%, 1.7953 million yuan inflow - Xuanji Information: +3.31%, 1.5204 million yuan inflow [4] Top Losers in Computer Industry - The top losers in the computer industry included: - Zhongke Shuguang: -2.81%, -9389.736 million yuan outflow - Huasheng Tiancheng: -6.51%, -8221.509 million yuan outflow - Guiding Compass: -3.51%, -5686.831 million yuan outflow [5]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600718 | 东软集团 | 11.30 | 10.03% | 23.90万 | | 2.70亿 | | 688228 | 开普云 | 186.80 | 7.32% | 5.19万 | | · 9.67亿 | | 002232 | 启明信息 | 23.34 | 4.24% | 53.92万 | | 12.45 Z | | 300846 | 首都在线 | 23.09 | 3.82% | 70.22万 | | 16.13亿 | | 300532 | 今天国际 | 14.08 | 2.85% | 21.99万 | | 3.10亿 | | 600850 | 电科数字 | 29.61 | 2.85% | 25.79万 | | 7.67亿 | | 300250 | 初灵信息 | 18.26 | 2.47% | 20.39万 | | 3.74亿 | | 300288 | 朗玛信息 | 14.96 | 2.19% | 7.71万 | | 1.15 ...