16日早盘，金融科技盘中逆市翻红，翠微股份涨停，赢时胜、新晨科技大涨超10%，创识科技、赢时 胜、恒宝股份、税友股份等多股涨超4%。热门ETF方面，同类规模最大的金融科技ETF（159851）场 内逆市翻红，盘中频现溢价，量能环比放大，表明买盘活跃。 | | 分制 多日 1分 5分 15分 30分 · | | | | | F9 盘前盘后 婴加 九转 阅技 工具 (2) 2 | 1 > | 金融科技ETF | | 159851 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 159851[企融科技ETF] 11:21 价 0.797 浴歌 0.001(0.13%) 均价 0.793 成交量 1826 | | | | | | | | 0.807 | | | | | | | | 0.797 | | +0.001 +0.13% | | | | | | | | | | SZSE CNY 11:21:09 交易中 | | 通販/ 0 + | | 0.803 | | | | | | | 0.92% | 净值支费 ...

本报讯 （记者冯思婕）近日，浙江证监局指导浙江上市公司协会举办2025年度浙江上市公司财务总监例会，学习贯彻党的 二十届四中全会精神，分析浙江辖区资本市场形势，部署浙江辖区上市公司监管工作。会议邀请了杭州、温州、嘉兴、金华、 衢州等省内各地市金融工作部门相关负责人参会，并邀请了浙江省委党校相关专家围绕党的二十届四中全会精神做了深入宣讲 和系统阐释。辖区450余家上市公司财务总监参加会议。 浙江证监局相关负责人通报了今年以来辖区上市公司监管重点工作开展情况，分析了当前辖区资本市场发展形势、存在不 足和问题，指出，面对复杂严峻的国内外经济形势，年初以来，浙江证监局认真贯彻落实中国证监会要求，立足"强监管"，聚 焦"防风险"，着眼"促发展"，坚守监管主责主业，不断提升监管效能，从严打击各类违法违规行为，净化资本市场生态，积极 拓宽融资渠道、支持并购重组、优化治理结构，助力上市公司高质量发展。今年前三季度，辖区上市公司经营业绩持续回升向 好，现金分红金额及家数创下新高，回购增持持续发力，为全省经济社会发展大局提供了有力支撑。 会议要求，财务总监要自觉践行提升财务信息质量的主体责任，严守合规底线，确保财务会计信息真实、 ...

税友股份 20251212 摘要 税友股份计划从 2026 年起开放下游代账机构加盟，输出标准化模式， 并扩大自营"连营云"客户至 6-8 万户，旨在通过平台化转型和统一服 务标准，解决代账行业服务质量参差不齐的问题。 公司 AI 化业务稳步增长，预计 2025 年合规客户增至 15 万户，营收同 比增长约 50%。AI 数字会计和 AI 开票员产品已商业化，用户续费意愿 强烈，Token 消耗持续增加，显示出良好的市场接受度。 税友股份预计 2025 年企业端业务增长约 14%，高于去年的不到 10%。新业务投入增加，销售人员和服务人员扩充，但自营市场开拓导 致整体毛利率下降至 50%，预计 2026 年可回升至 60%以上。 公司管理层对 AI 业务充满信心，认为其面向中小企业，与金蝶、用友等 ERP 系统竞争重叠度不高。凭借知识库资源、政策规则和 1,000 万活跃 用户数据，在垂直领域具有显著竞争优势。 税友股份付费用户数量持续增长，预计 2025 年达到 850 万户，AI 业务 收入从去年的 2 亿多元增至近 5 亿元。传统记账及 B 端财税服务仍是重 点，预计未来两三年将保持稳定发展。 Q&A ...

Core Insights - The report emphasizes that the computer industry is driven by model iteration, application breakthroughs, and domestic computing power leadership, with a buy rating for the sector [2][4][17]. Industry Overview - The AI infrastructure sector is transitioning from "testing and trial" to "large-scale rollout in 2026" for domestic AI chip replacements, with a narrowing gap between domestic and international leading models [8][17][26]. - The AI application sector is categorized into three types of companies: those with recognized benchmark clients but in early stages, those with long-term trends but uncertain timelines, and those leveraging AI with reachable inflection points [8][17][19]. - The EDA and R&D software sector is seeing rapid improvement in domestic product capabilities, with mergers and acquisitions expected to accelerate due to policy support [8][17][21]. - In the intelligent driving and robotics sector, the report suggests focusing on competitive chip tracks, overseas expansion, and new autonomous driving opportunities, recommending global AMR leader Geek+ [8][18][21]. - The report notes that traditional trust and innovation directions are facing funding delays, while the release of HarmonyOS PC in 2025 is seen as a catalyst for business growth and technological upgrades [8][18][21]. - The energy information sector is expected to benefit from stable capital expenditures and market reforms, although policy implementation timelines need to be monitored [8][18][21]. Key Companies - In the AI infrastructure sector, recommended companies include Cambricon, Inspur, and Unisoc, with attention to Sugon [8][19]. - For AI applications, notable companies are Jingtaikong, Rainbowsoft, and Kingdee International, with additional focus on Hancloud and Guangyun Technology [8][19][21]. - In the intelligent driving and robotics sector, key players include Geek+, Black Sesame Intelligence, and Rui Ming Technology, with recommendations to monitor Desay SV and SOTER [8][19][21]. - In the EDA and R&D software sector, companies like GigaDevice, Gexin Electronics, and BGI are highlighted, with attention to Zhongkong Technology and Haocen Software [8][19][21]. - For trust and innovation, recommended companies include Kingsoft and Softcom, with additional focus on Taiji Co. and China Software International [8][19][21]. - In the energy information sector, notable companies are Guoneng Rixin and Longxin Group, with attention to State Grid Information and South Grid Digital [8][19][22].

今年前三季度，浙江辖区上市公司经营业绩持续回升向好，现金分红金额及家数创下新高，回购增持持续发力，为全省经济社会发展大局提供了有力支撑。 浙江证监局表示，下一步，浙江证监局将深入学习贯彻落实党的二十届四中全会精神，认真按照中国证监会的要求，提高资本市场制度的包容性适应性，补 齐辖区资本市场的短板。 具体来看，一是大力支持上市公司用好并购重组、回购增持再贷款等资本市场"1+N"政策工具，持续助力上市公司提高发展质量；二是持续引导上市公司开 展中期分红、一年多次分红，提高投资者回报力度，增强投资者获得感；三是持续推动上市公司优化治理结构，增强独立董事独立性，推进监事会改革，建 立健全薪酬管理制度；四是着力提升财务信息质量，夯实财务会计基础，严厉打击财务造假、资金占用等违法行为；五是强化募集资金监管，加大对募集资 金管理、使用违法违规行为的打击力度。 近日，浙江证监局指导浙江上市公司协会举办2025年度浙江上市公司财务总监例会，学习贯彻党的二十届四中全会精神，分析浙江辖区资本市场形势，部署 浙江辖区上市公司监管工作。浙江证监局，杭州、温州、嘉兴、金华、衢州等省内各地市金融工作部门，浙江上市公司协会等相关负责人，以及 ...

证券日报网讯 12月3日晚间，税友股份发布公告称，公司已完成取消监事会、变更注册资本的工商变更 登记及备案手续，并取得浙江省市场监督管理局换发的《营业执照》，注册资本变更为肆亿零陆佰叁拾 肆万伍仟元。 （编辑 丛可心） ...

证券代码：603171 证券简称：税友股份 公告编号：2025-047 税友软件集团股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 2、统一社会信用代码：91330100719597557Y 3、注册资本：肆亿零陆佰叁拾肆万伍仟元 4、类型：其他股份有限公司（上市） 5、成立日期：1999 年 12 月 22 日 6、法定代表人：张镇潮 7、住所：浙江省杭州市滨江区浦沿街道西浦路 1015 号 8、经营范围：增值电信业务（凭证经营）；服务：计算机软件研究、开发、 技术服务，计算机系统集成，成年人的非证书劳动职业技能培训（涉及前置审批 的项目除外），经济信息咨询（除商品中介），财务信息咨询，企业管理咨询， 代理纳税申报，代理记账；批发、零售：计算机软硬件、办公用品；劳务派遣； 其他无需报经审核的一切合法项目。（依法须经批准的项目，经相关部门批准后 税友软件集团股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日召开 2025 年第二次临时股东大会，审议通过了 ...

Investment Rating - The report provides a recommendation for the technology sector, specifically highlighting key stocks for December 2025 [4][8]. Core Insights - The report identifies several companies within the technology sector that are expected to perform well, including Zhaoyi Innovation, Dongshan Precision, Fourth Paradigm, Tax Friend, Zhongji Xuchuang, Huafeng Technology, Kaiying Network, and Perfect World [12][14][15][16][19]. Summary by Category Electronics - **Zhaoyi Innovation**: The company is in a price increase cycle for storage products, with NOR Flash expanding its market share and SLC NAND Flash improving its process technology. The revenue is expected to continue growing as it captures high-end markets [14]. - **Dongshan Precision**: The company is entering a growth phase driven by AI technology, with increased demand for data servers. It has made strategic acquisitions to enhance its position in optical communication and PCB sectors [14]. Computer - **Fourth Paradigm**: The company is positioned to benefit from the increasing penetration of AI across various industries. Its core product, the AI platform, is experiencing rapid revenue growth, and it holds a leading market share in machine learning platforms in China [15]. - **Tax Friend**: As a leader in financial and tax information technology, the company is leveraging AI to enhance its service offerings, which is expected to drive significant growth in high-value business segments [16]. Communication - **Zhongji Xuchuang**: The company is a leader in optical modules, with strong R&D capabilities and a robust overseas production capacity. It is expected to see significant profit growth from 2025 to 2027 [16]. - **Huafeng Technology**: The company is well-positioned to benefit from the high demand for AI computing power, with expectations of profit growth in the coming years [17]. Media - **Kaiying Network**: The company has a rich product pipeline and is expected to see growth from new game launches and collaborations. Its investments in AI gaming applications are also anticipated to drive future revenue [19]. - **Perfect World**: The company is focusing on developing new games and hosting major esports events, which are expected to contribute to its growth trajectory [19].

中信建投证券研报指出，税友股份2025年前三季度实现归母净利润1.10亿元，同比下降4.74%；受益于 AI产品驱动业务收入增长以及经营效率提升，Q3单季度业绩超预期，实现归母净利润0.39亿元，同比 增长42.33%；充分验证公司AIBM战略的商业化价值以及未来潜在成长力。电商进入严监管阶段，财税 合规与筹划需求释放有望打开公司全新增长空间，公司有望核心受益。给予"买入"评级。 ...

Group 1 - Taxfriend Software Group Co., Ltd. experienced a stock price increase of 5.53%, reaching 50.19 CNY per share, with a trading volume of 214 million CNY and a turnover rate of 1.08%, resulting in a total market capitalization of 20.394 billion CNY [1] - The company, established on December 22, 1999, and listed on June 30, 2021, specializes in the research, sales, and technical services of financial and tax information technology products [1] - The main business revenue composition includes 71.45% from intelligent financial and tax services and 36.76% from digital government services [1] Group 2 - Yongying Fund has a significant holding in Taxfriend shares, with its fund "Yongying Information Industry Smart Selection Mixed Initiation A" (023753) holding 1.178 million shares, accounting for 7% of the fund's net value, making it the sixth-largest holding [2] - The fund has generated an estimated floating profit of approximately 3.0981 million CNY today [2] - The fund was established on March 26, 2025, with a current scale of 26.3197 million CNY and has experienced a loss of 12.3% since inception [2] Group 3 - The fund manager of Yongying Information Industry Smart Selection Mixed Initiation A is Wang Wenlong, who has been in the position for 2 years and 224 days [3] - The total asset scale of the fund is 5.087 billion CNY, with the best fund return during his tenure being 66.19% and the worst being -13.87% [3]