华胜天成(600410)今日跌停，全天换手率36.35%，成交额94.85亿元，振幅6.00%。龙虎榜数据显示，沪 股通净卖出2.22亿元，营业部席位合计净卖出2.56亿元。 上交所公开信息显示，当日该股因日换手率达36.35%、日跌幅偏离值达-10.37%上榜，沪股通净卖出 2.22亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交18.26亿元，其中，买入成交额为6.74亿 元，卖出成交额为11.52亿元，合计净卖出4.79亿元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为2.26亿 元，卖出金额为4.49亿元，合计净卖出2.22亿元。 融资融券数据显示，该股最新（8月28日）两融余额为15.21亿元，其中，融资余额为15.20亿元，融券余 额为114.84万元。近5日融资余额合计增加8280.67万元，增幅为5.76%。融券余额合计增加25.33万元， 增幅28.30%。 8月29日公司发布的半年报数据显示，上半年公司共实现营业收入22.62亿元，同比增长5.11%，实现净 利润1.40亿元，同比增长156.60%。（数据宝） 华胜天成8月29日交 ...

Core Viewpoint - Huasheng Tiancheng (600410.SH) reported a revenue of 2.262 billion yuan for the first half of 2025, marking a year-on-year increase of 5.11%, while achieving a net profit of 140 million yuan, reversing losses. However, the company still faced a non-recurring net loss of 83 million yuan, continuing a trend of losses in its main business for over five years [1][4]. Financial Performance - The company’s investment income reached 238 million yuan, primarily from the appreciation of its holdings in Tailin Micro, which significantly boosted its fair value gains from -151 million yuan in the previous year to 271 million yuan [2]. - Huasheng Tiancheng directly holds 17.8619 million shares of Tailin Micro, accounting for 7.42% of its total share capital, with a market value of 856 million yuan at the end of the reporting period [2]. - The company reported a gross margin of 12.13%, a decrease of 0.95 percentage points compared to the end of the previous year, indicating a declining trend in profitability [5]. Business Segments - The IT system solutions segment generated 3.307 billion yuan in revenue, up 5.96% year-on-year, but with a low gross margin of 9.62%. The cloud computing products and services segment saw a revenue decline of 7.73%, with gross margins dropping from 28.73% in 2020 to 21.01% in 2024 [6]. - The company’s main subsidiaries reported losses, with Huasheng Software losing 21.715 million yuan, Land Network losing 5.4535 million yuan, and Guoyan Tiancheng losing 89.3821 million yuan in the first half of 2025 [4]. Market Activity - The stock price of Huasheng Tiancheng surged nearly 140% within a month due to the rising interest in AI computing power, but it closed at the daily limit down today [1][6]. - The company’s chairman, Wang Weihang, plans to reduce his holdings by up to 10.929 million shares, representing 0.9967% of the total share capital, amid ongoing pressure from personal funding needs [6].

Market Overview - On August 29, major A-share indices rose collectively, with a total trading volume of 2.83 trillion yuan, a decrease of 170.7 billion yuan compared to the previous trading day [1] - Key market sectors included lithium batteries and lithium mining, which saw significant gains, while the semiconductor sector experienced a pullback [1] Stock Performance - A total of 64 stocks hit the daily limit up, with 9 stocks achieving consecutive limit ups, and 19 stocks failed to close at the limit, resulting in a limit-up rate of 77% (excluding ST and delisted stocks) [3] - Notable stocks included Tianpu Co., which achieved a limit up for the sixth consecutive day, and Dechuang Environmental, which reached a four-day limit up [4] Top Stocks on the Dragon and Tiger List - The top three net purchases on the Dragon and Tiger list were Tongfu Microelectronics, China Rare Earth, and Shengtun Mining, with net purchases of 747 million yuan, 545 million yuan, and 431 million yuan, respectively [2] - The top three net sales were Huasheng Tiancheng, Wantong Development, and Hongbaoli, with net sales of 479 million yuan, 401 million yuan, and 283 million yuan, respectively [6] Company Highlights - Tongfu Microelectronics reported a revenue of 13.038 billion yuan for the first half of the year, a year-on-year increase of 17.67%, and a net profit of 412 million yuan, up 27.72% year-on-year, exceeding expectations [9] - China Rare Earth expects a net profit of 136 million to 176 million yuan for the first half of 2025, representing a year-on-year increase of 155.75% to 172.12%, driven by rising rare earth prices and improved marketing strategies [12] - Shengtun Mining plans to repurchase shares worth 500 million to 600 million yuan at a price not exceeding 11.82 yuan per share, aimed at employee stock ownership or equity incentives [15] Institutional Activity - Institutional net purchases included Wancheng Group, Longyang Electronics, and Xianda Intelligent, with net purchases of 308 million yuan, 92.27 million yuan, and 71.57 million yuan, respectively [7] - Institutional net sales were led by Zhongcai Technology, Chuanrun Co., and Aerospace Hongtu, with net sales of 194 million yuan, 86.67 million yuan, and 72.50 million yuan, respectively [8]

8月29日，上证指数上涨0.37%，深证成指上涨0.99%，创业板指上涨2.23%。盘后龙虎榜数据显示，共 有47只个股因当日异动登上龙虎榜，资金净流入最多的是通富微电（002156.SZ），达7.47亿元。 据21投资通智能监测，30只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及20只。 7.47亿资金抢筹通富微电，4.79亿资金出逃华胜天成 47只上榜的龙虎榜个股中，25只个股被净买入，22只个股被净卖出。其中，资金净买入最多的是通富微 电，达7.47亿元，占总成交金额的12.88%。通富微电当日收盘上涨10.01%，换手率为11.73%。 | 名称 | 涨跌幅 | 戊虎榜净买 | 净买额占 | | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 通高微电 | 10.01% | 74660 | 12.88% | 11.73% | 普通席位买入,成功 | | | | | | | 率52.42% | | 中国稀土 | 10% | 54529 | 10.48% | 8.55% | 普通席位买入,成功 | | ...

Core Viewpoint - Huasheng Tiancai (600410.SH) announced that board member Wang Weihang plans to reduce his holdings by up to 10.929 million shares, representing approximately 0.9967% of the company's total share capital, within a three-month period after a 15 trading day window [1] Summary by Category - **Share Reduction Plans** - Wang Weihang intends to reduce his holdings through centralized bidding, with a maximum of 10.929 million shares [1] - Supervisor Qian Jiying also plans to reduce her holdings by up to 18,200 shares, which is about 0.0017% of the total share capital [1]

Group 1 - The company Huasheng Tiancai (600410.SH) announced that board member Wang Weihang plans to reduce his holdings by up to 10.929 million shares, representing approximately 0.9967% of the total share capital [1] - Supervisor Qian Jiying intends to reduce her holdings by up to 18,200 shares, which accounts for about 0.0017% of the total share capital [1] - The share reduction will occur through centralized bidding within a three-month period after a 15 trading day window, during which no shares can be sold [1]

证券代码：600410 证券简称：华胜天成 公告编号：2025-035 北京华胜天成科技股份有限公司 关于董事及监事减持股份计划公告 本公司董事会、全体董事及相关股东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。 上述减持主体均无一致行动人。 | 股东名称 | 钱继英 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 计划减持数量 | 不超过：18,200 股 | | | | | | | | | 计划减持比例 | 不超过：0.0017% | | | | | | | | | 减持方式及对应减持数 | 集中竞价减持，不超过：18,200 | | | | | | | 股 | | 量 | | | | | | | | | | 减持期间 | 2025 9 | 年 | 月 | 22 | 日～2025 | 年 | 12 | 月 19 日 | 2 重要内容提示： | 股东名称 | 王维航 | | | | --- | --- | --- | --- | | 股东身份 | ...

Market Overview - The digital economy sector experienced a decline of 1.57% on August 29, with Huasheng Tiancai leading the drop [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Top Performers - Tongda Hai (301378) saw a significant increase of 20.01%, closing at 38.50 with a trading volume of 221,200 shares and a transaction value of 820 million [1] - Kaipu Cloud (688228) rose by 16.52%, closing at 153.80 with a trading volume of 126,800 shares and a transaction value of 1.723 billion [1] - Jincai Hulian (002530) increased by 9.96%, closing at 11.70 with a trading volume of 1,219,800 shares and a transaction value of 1.385 billion [1] Underperformers - Huasheng Tiancai (600410) fell by 10.00%, closing at 23.49 with a trading volume of 3,986,000 shares [2] - Hongbo Shares (002229) decreased by 9.98%, closing at 21.47 with a trading volume of 1,395,300 shares [2] - Dingjie Zhizhi (300378) dropped by 9.28%, closing at 52.62 with a trading volume of 359,800 shares [2] Capital Flow - The digital economy sector saw a net outflow of 19.03 billion from institutional investors, while retail investors contributed a net inflow of 15.43 billion [2] - Speculative funds recorded a net inflow of 3.599 billion [2] Individual Stock Capital Flow - Jincai Hulian (002530) had a net inflow of 4.11 billion from institutional investors, but a net outflow of 1.93 billion from speculative funds [3] - Tongda Hai (301378) experienced a net inflow of 203 million from institutional investors, with a net outflow of 911 million from speculative funds [3] - XWanda (300207) saw a net inflow of 188 million from institutional investors, with a net outflow of 44.46 million from speculative funds [3]

证券之星消息，8月29日IT服务板块较上一交易日下跌1.38%，华胜天成领跌。当日上证指数报收于 3857.93，上涨0.37%。深证成指报收于12696.15，上涨0.99%。IT服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688066 | 航天宏图 | 38.72 | 17.94% | 61.57万 | | 22.84亿 | | 688228 | 开普云 | 153.80 | 16.52% | 12.68万 | | 17.23亿 | | 688229 | 博客数据 | 82.68 | 7.97% | 4.11万 | | 3.18亿 | | 688343 | 云天励飞 | 99.92 | 6.38% | - 39.43万 | | 38.35亿 | | 002195 | 岩山科技 | 8.55 | 6.21% | 1622.66万 | | 136.85 Z | | 301316 | 慧博云通 | 64.00 | 5.63% | 31.80万 | | ...

Group 1 - A total of 64 stocks reached the daily limit up, with 9 stocks achieving consecutive limit ups, and 19 stocks failed to close at the limit, resulting in a limit-up rate of 77% (excluding ST and delisted stocks) [1] - Tianpu Co., Ltd. achieved a limit up for 6 consecutive days, while Dechuang Environmental Protection, a focus stock in the environmental sector, reached 4 consecutive limit ups [1] - In the optical communication sector, Changfei Optical Fiber recorded 4 limit ups in 5 days, indicating strong market interest [1] Group 2 - Popular stocks in the computing power industry chain, such as Chuzhong Technology, Huasheng Tiancai, Tenglong Co., Ltd., and Chuanrun Co., Ltd., experienced limit downs [1]