Core Viewpoint - The trading volume of Nanwei Software reached 1.251 billion yuan, marking a new high since February 28, 2025, with the latest stock price increasing by 2.22% and a turnover rate of 14.75% [2] Summary by Category - **Trading Performance** - The stock's trading volume was 1.251 billion yuan, the highest since February 28, 2025 [2] - The stock price increased by 2.22% [2] - The turnover rate was recorded at 14.75% [2] - The previous trading day's total volume was 1.034 billion yuan [2]

Group 1 - The top 20 stocks with significant capital inflow as of November 24 include BlueFocus (1.143 billion yuan), DataPort (806 million yuan), and 360 (794 million yuan) [1] - Other notable stocks in the top 20 by capital inflow are Provincial Advertising Group (587 million yuan), China Shipbuilding (440 million yuan), and Zhangjiang Hi-Tech (403 million yuan) [1] - Additional companies with substantial inflows include Changxin Bochuang (357 million yuan), China Shipbuilding Defense (347 million yuan), and Leike Defense (317 million yuan) [1] Group 2 - The list also features Huajian Group (286 million yuan), Aerospace Development (269 million yuan), and ZTE Corporation (259 million yuan) [1] - Other companies in the top 20 include GAC Group (253 million yuan), Changying Precision (253 million yuan), and Great Wall Military Industry (248 million yuan) [1] - The final entries in the top 20 are Zhongfu Circuit (248 million yuan), Leo Group (243 million yuan), Kunlun Wanwei (240 million yuan), Midea Group (233 million yuan), and Nanwei Software (223 million yuan) [1]

Core Insights - The three major stock indices collectively rose on November 24, with the AI sector leading the gains, particularly driven by companies like Guangyun Technology and BlueFocus [2] Group 1: Market Performance - The AI sector saw significant gains, with Guangyun Technology hitting a 20% limit up and BlueFocus rising over 15% [2] - Other companies such as 360 and Nanwei Technology also reached their daily limit up, while Simay Media, Worth Buying, and Hand Information increased by over 5% [2] Group 2: Product Launches and Downloads - Alibaba recently launched two major AI products, Qianwen and Lingguang, with Qianwen achieving over 10 million downloads within a week, surpassing ChatGPT and other competitors as the fastest-growing AI application [2] - Lingguang, an AI assistant from Ant Group, reached over 2 million downloads in just 6 days, breaking records for download speed [2] Group 3: Industry Analysis - Huayuan Securities emphasizes the resilience of leading companies like Alibaba, Tencent, Meituan, Kuaishou, Tencent Music, NetEase Cloud Music, and Bilibili, suggesting continued focus on their strategic value amid internal organizational adjustments [2] - The report highlights the importance of R&D and investment in AI technologies and the execution of AI application products as core elements for industry development and market transactions [2]

Core Insights - The Zhipu AI concept index rose by 4.11%, ranking 6th among concept sectors, with 63 stocks increasing in value, including Guangyun Technology which hit the daily limit up of 20% [1] - Major gainers in the sector included Sanliu Ling, Nanwei Software, and BlueFocus, with respective increases of 9.99%, 9.98%, and 15.72% [1][3] - The sector experienced a net inflow of 1.673 billion yuan from main funds, with BlueFocus leading the inflow at 1.345 billion yuan [2][3] Sector Performance - The Zhipu AI concept was among the top-performing sectors, with a daily increase of 4.11% [2] - Other notable sectors included the China Shipbuilding System with a 6.63% increase and the Xiaohongshu concept with a 4.76% increase [2] Fund Flow Analysis - The main fund inflow rates for leading stocks were as follows: Nanwei Software at 27.20%, Guangyun Technology at 18.18%, and Sanliu Ling at 16.07% [3] - The top stocks by net inflow included BlueFocus (1.345 billion yuan), Sanliu Ling (1.023 billion yuan), and Nanwei Software (281 million yuan) [2][3] Stock Highlights - BlueFocus saw a significant increase of 15.72% with a turnover rate of 37.21% and a net inflow of 1.344 billion yuan [3] - Other stocks with notable performance included Sanliu Ling (9.99% increase), Nanwei Software (9.98% increase), and Guangyun Technology (20% increase) [1][3]

Core Insights - The digital watermark concept has seen a rise of 3.89%, ranking 10th among concept sectors, with 29 stocks increasing in value, including notable gainers such as Nanwei Software, Hexing Packaging, and ST Zhengtong, which hit the daily limit up [1][2]. Market Performance - The top-performing concept sectors today include: - China Shipbuilding System: +6.63% - Hainan Free Trade Zone: -2.19% - Xiaohongshu Concept: +4.76% - Salt Lake Lithium Extraction: -1.40% - Military Information Technology: +4.63% - Phosphate Chemical: -0.88% - Terahertz: +4.47% - Free Trade Port: -0.50% - Kuaishou Concept: +4.14% - Web 3.0: +3.89% - Digital Watermark: +3.89% [2]. Capital Flow - The digital watermark sector attracted a net inflow of 185 million yuan, with 17 stocks receiving net inflows, and 10 stocks exceeding 10 million yuan in net inflow. The leading stock in net inflow is Nanwei Software, with 281 million yuan, followed by Hexing Packaging and Hengxin Oriental with 156 million yuan and 37.44 million yuan, respectively [2][3]. Stock Performance - Key stocks in the digital watermark sector include: - Nanwei Software: +9.98%, turnover rate 12.90%, net inflow 281.27 million yuan, net inflow rate 27.20% - Hexing Packaging: +9.93%, turnover rate 13.78%, net inflow 155.77 million yuan, net inflow rate 22.40% - Hengxin Oriental: +8.33%, turnover rate 11.51%, net inflow 37.44 million yuan, net inflow rate 9.29% - Xinghuan Technology: +5.32%, turnover rate 9.59%, net inflow 25.65 million yuan, net inflow rate 4.19% - Haitan Ruisheng: +7.45%, turnover rate 5.57%, net inflow 24.61 million yuan, net inflow rate 6.87% [3][4].

截至11月24日收盘，Web3.0概念上涨3.89%，位居概念板块涨幅第9，板块内，63股上涨，南威软件、 ST华扬等涨停，蓝色光标、恒信东方、新致软件等涨幅居前，分别上涨15.72%、8.33%、7.73%。跌幅 居前的有初灵信息、中科曙光、格尔软件等，分别下跌3.61%、0.18%、0.12%。 Web3.0概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300058 | 蓝色光 标 | 15.72 | 37.21 | 134460.92 | 10.10 | | 603636 | 南威软 件 | 9.98 | 12.90 | 28127.21 | 27.20 | | 300418 | 昆仑万 维 | 6.78 | 7.69 | 14175.60 | 3.48 | | 300364 | 中文在 线 | 3.89 | 17.46 | 11067.45 | 3.47 | | 002354 | 天娱数 科 | ...

AI and Technology - Google has released a new image model, attracting attention in the AI sector [2] - 360, a leader in AI search, has developed the 360 Smart Brain with ten core capabilities and hundreds of detailed functions, reporting a net loss of 120 million in Q3, narrowing from mid-year losses [2] - Jiuxi Software has launched its new generation large model application management platform, Nvwa GPT, which integrates and provides capabilities for large model management and intelligent orchestration [2] Aerospace and Defense - Japan has announced the deployment of missiles in sensitive areas, impacting defense-related companies [2] - Aerospace Power, a subsidiary of the Aerospace Science and Technology Group, has seen stock performance with a recent increase [2] - China Shipbuilding Industry Group, which controls multiple defense-related companies, is the only military ship production base in South China [2] E-commerce and Retail - Alibaba's "Qianwen" app has surpassed 10 million downloads in its first week of public testing [3] - Sanjiang Shopping, the largest local supermarket chain in Zhejiang, has Alibaba as its second-largest shareholder and is involved in the sale of prepared dishes [3] - DataPort, a leading data center company, provides infrastructure solutions and serves major internet companies like Alibaba, Tencent, Baidu, and NetEase [3] Real Estate - Multiple regions have issued notifications to promote the stable and healthy development of the real estate market [5] - Everbright Jiabao, a real estate development company under Everbright Group, focuses on non-performing asset management in Zhejiang [5] Automotive - GAC Group has officially launched its all-solid-state battery pilot production line [5] - Jinlong Automobile, a major bus manufacturer, has partnered with Baidu to produce China's first commercial-grade autonomous micro-circulation vehicle [5] Renewable Energy - Guosheng Technology, a top global manufacturer of heterojunction products, is focusing on high-efficiency solar cells and has plans for a solid-state battery project [6] - Hemei Group's subsidiary is investing in a green hydrogen project with an estimated total investment of around 700 million [6] Food and Beverage - Xinhua Du, a leading e-commerce platform for liquor, has seen stock performance with a recent increase [4] - Hasi Lian, a beauty brand, is focusing on skincare products and has developed a series of medical-grade dressings [5]

证券代码：603636 证券简称：南威软件 公告编号：2025-078 南威软件股份有限公司 关于选举职工代表董事的公告 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个别及连带责任。 南威软件股份有限公司（以下简称"南威软件"）于2025年11月21日召开2025年第一次临时股东大会，审 议通过了《关于取消监事会、修订〈公司章程〉及制定、修订、废止公司部分治理制度的议案》，根据 修订后的《公司章程》，公司不再设置监事会，公司董事会设职工代表董事1名，由公司职工通过职工 代表大会、职工大会或者其他形式民主选举产生。 公司于2025年11月21日召开职工代表大会，经与会职工代表认真审议讨论，一致同意选举李靖先生（简 历详见附件）担任公司第五届董事会职工代表董事，任期至公司第五届董事会任期届满之日止。 李靖先生当选公司职工代表董事后，公司第五届董事会中兼任公司高级管理人员以及由职工代表担任的 董事人数总计未超过公司董事总数的二分之一，符合有关法律法规和规范性文件及《公司章程》的规 定。 特此公告。 南威软件股份有限公司 董事会 2025年1 ...

（文章来源：证券日报） 证券日报网讯 11月21日晚间，南威软件发布公告称，公司于2025年11月21日召开职工代表大会，经与 会职工代表认真审议讨论，一致同意选举李靖先生担任公司第五届董事会职工代表董事。 ...

（编辑 楚丽君） 证券日报网讯 南威软件11月21日在互动平台回答投资者提问时表示，未来，公司将继续以提升治理透 明度和经营质量为核心，通过深化主业竞争力、加强沟通、规范信息披露，推动内在价值与市场价值深 度契合，切实维护全体股东的合法权益。 ...