Group 1 - The housing inspection sector experienced a decline of 1.47%, ranking among the top losers in the concept sector as of the market close on July 11 [1][2] - Within the housing inspection sector, companies such as Tefa Service, Shenzhen Ruijie, and Jian Kexuan saw significant declines, while 13 stocks in the sector recorded gains, with New Point Software, Chongqing Construction, and Zhonggang Tianyuan leading the increases at 2.74%, 2.36%, and 2.20% respectively [1][2] Group 2 - The housing inspection sector faced a net outflow of 425 million yuan from major funds today, with 34 stocks experiencing net outflows, and 19 stocks seeing outflows exceeding 10 million yuan [2][3] - Tefa Service had the highest net outflow of 119.38 million yuan, followed by Chongqing Construction, Sujiao Science, and Nanwei Software with net outflows of 68.09 million yuan, 26.98 million yuan, and 24.56 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflows included Zhonggang Tianyuan, Dongfang Yuhong, and Hualan Group, with net inflows of 44.86 million yuan, 7.91 million yuan, and 3.66 million yuan respectively [2][3]

Core Viewpoint - The electronic ID concept sector has shown a positive performance with a 0.90% increase, ranking fifth among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Stock Performance - Within the electronic ID concept sector, 21 stocks experienced gains, with DeSheng Technology and Jingbei Fang hitting the daily limit up, while Zhengyuan Wisdom, Shangji Technology, and Nanwei Software also saw notable increases of 8.57%, 5.92%, and 5.91% respectively [1]. - The stocks with the largest declines included *ST Jinglun, Guoxin Technology, and Dongxin HePing, which fell by 3.92%, 2.26%, and 2.23% respectively [1]. Group 2: Capital Flow - The electronic ID concept sector attracted a net inflow of 784 million yuan from main funds, with 25 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2]. - Jingbei Fang led the net inflow with 247 million yuan, followed by DeSheng Technology, Nanwei Software, and XinGuoDu with net inflows of 221 million yuan, 172 million yuan, and 120 million yuan respectively [2]. Group 3: Capital Inflow Ratios - DeSheng Technology, Nanwei Software, and Zhongke Jiangnan had the highest net inflow ratios at 31.21%, 17.66%, and 9.07% respectively [3]. - The electronic ID concept capital inflow rankings showed that Jingbei Fang had a daily turnover rate of 15.16% and a price increase of 10.01%, while DeSheng Technology had a turnover rate of 20.73% and a price increase of 10.02% [3][4].

Group 1 - Ant Group concept stocks rose by 1.26%, ranking fourth among concept sectors, with 48 stocks increasing in value [1][2] - The top gainers within the Ant Group concept include Hopu Co., which hit the daily limit with a 20% increase, and other notable performers such as Gongda Keya, Zhengyuan Wisdom, and Xiexin Energy Technology, which rose by 8.66%, 8.57%, and 7.23% respectively [1][2] - The sector experienced a net inflow of 1.965 billion yuan from major funds, with 47 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow [2][3] Group 2 - The leading stocks in terms of net inflow ratio include Nanwei Software, Xiexin Energy Technology, and Hopu Co., with net inflow ratios of 17.66%, 16.21%, and 15.95% respectively [3][4] - The top stock by net inflow was Xiexin Energy Technology, which saw a net inflow of 563 million yuan, followed by Hengsheng Electronics, Nanwei Software, and Jinqiao Information with net inflows of 303 million yuan, 172 million yuan, and 167 million yuan respectively [2][3] - The overall market saw various concept sectors with differing performances, with Alzheimer's concept leading at 1.80% and the shipbuilding sector declining by 2.92% [2]

Group 1: Digital Rights Confirmation Sector Performance - The digital rights confirmation sector showed active performance on July 4, with stocks like Tianyi Ma (301178) and Nanwei Software (603636) rising over 5% [1] - The demand for data trading is increasing as the digital economy grows, making data rights confirmation essential for establishing trust in data transactions [1] Group 2: Importance of Data Rights Confirmation - Data rights confirmation clarifies the ownership and usage rules of data, preventing fraud in stablecoin transactions and protecting investors' rights [2] - The process enhances transparency in the issuance, circulation, and trading of stablecoins, allowing investors to make informed decisions [2] Group 3: Industry Outlook and Company Insights - According to Chuan Cai Securities, the rapid development of digital technology has significantly improved production and service efficiency for data-intensive enterprises, leading to higher valuations [2] - Data rights confirmation is fundamental to data assetization, and despite being in an exploratory phase, the industry has broad development prospects as property rights protection improves [2] Group 4: Key Companies in Data Rights Confirmation - Zhongke Jincai (002657) is integrating privacy computing with alliance chain technology to create a comprehensive solution for data rights confirmation, storage, interaction, and circulation [2] - Desheng Technology (002908) has developed a self-researched product "Desheng Zhengshu Tong," establishing standard technical specifications in the field of government big data [2] - Tianyi Ma has developed a data middle platform based on big data technology, enabling applications like data lakes and data warehouses [3] - Nanwei Software is a leader in blockchain "digital government," with its blockchain electronic certificate included in the National Cyberspace Administration's product directory [3] - Digital Certification (300579) combines cryptography with identity to provide data encryption, secure storage, and transmission, creating a comprehensive data security protection system [3] - Kelong Software (300663) has a subsidiary, Dalu Cloud Shield, focusing on judicial preservation and evidence confirmation within the realm of digital rights confirmation [3] - Deep Sanda A has established a joint research institute with Tsinghua University to address challenges in data rights confirmation, pricing, measurement, and security [3] - Annie Co., Ltd. (002235) developed a copyright information search engine, "Copyright Encyclopedia," to meet client needs for one-stop copyright information searches [3]

Group 1 - The implementation of the "National Network Identity Authentication Public Service Management Measures" will begin on July 15, 2025, as announced by six departments including the Ministry of Public Security and the National Internet Information Office [1][3] - The management measures consist of 16 articles that define the concepts of national network identity authentication services, including the network number and network certificate, as well as their application scenarios and responsibilities for data security and personal information protection [1][2] - The introduction of network numbers and certificates is expected to create significant demand for identity verification equipment, including chips, modules, and complete machines, particularly in offline scenarios [1][2] Group 2 - Longjiang Securities highlights that the establishment of a trusted digital identity system is crucial for the development of the digital economy, with China's network number and certificate potentially forming its own trusted digital identity system [2] - The official release of the management measures may accelerate the integration of certain online applications with the relevant certification systems, driving demand for certification system construction and related equipment [2][6] Group 3 - Companies to watch include those involved in the construction of network identity authentication platforms, those with expertise in CTID and eID technologies, and hardware manufacturers related to network identity authentication [6] - Specific companies mentioned include: - Shengbang Security, which collaborates deeply with the Ministry of Public Security on cybersecurity products [7] - Newland, a core supplier of network certificate QR code devices and solutions [8] - Xinguodu, which focuses on biometric recognition and identity authentication products [8] - Jida Zhengyuan, a supplier of password security products for the national "Internet +" trusted identity authentication platform [8] - Digital Certification, a leading provider of information security solutions in collaboration with the Ministry of Public Security [8] - Nanwei Software, a provider of smart policing solutions, with electronic ID services as a key business [8] - Jinglun Electronics, which supports various modes of secure identity verification [8]

Group 1 - The core focus of Nanjing Software is on the health management sector, specifically through its initiative "Chashou Health," which aims to leverage institutional innovation and core capabilities in government information technology to gain a competitive edge in the health industry [1] - Chashou Health is positioned as a closed-loop health management service, offering free AI platform health knowledge services and aiming to build an industrial ecosystem with future revenue from personalized value-added services [1] - The company plans to collaborate closely with regional health commissions and local government systems to integrate health management services, targeting a high-quality startup phase [1] Group 2 - The three-year goal for Chashou Health is to validate the effectiveness of AI in health management and to establish itself as the first choice for users in health management services [1] - The health model integrates knowledge from experts at Peking University Medical School and top-tier hospitals, with plans to expand collaborations with experts across various fields [1] - Currently, the service is not subject to medical device regulations, but the company intends to keep pace with policy changes and actively apply for Class III certifications in the future [1] Group 3 - Nanjing Software has a strong partnership with Huawei, which will continue to develop in the health sector [1] - Chashou Health operates as an independent entity, receiving resource support while using AI to restructure traditional business models [1]

Group 1 - The core focus of Nanwei Software is on the health management sector, specifically through its initiative "Chashou Health," which aims to leverage institutional innovation and integrate core capabilities from government information technology into the health industry [1] - Chashou Health is designed as a closed-loop health management system that offers free health knowledge services via an AI platform, aiming to build an industrial ecosystem and generate revenue through personalized value-added services [1] - The company plans to collaborate closely with regional health commissions and local government systems to implement health management services, targeting a high-quality launch over the next three years [1] Group 2 - The goal for the next three years is to validate the effectiveness of AI in health management and establish a health service ecosystem, positioning itself as the top choice for user health management [1] - Chashou Health's model integrates knowledge from Peking University Medical School and top-tier hospitals, with a commitment to expanding collaborations with experts across various fields [1] - Currently, the service is not regulated under medical device laws, but the company intends to stay aligned with policy changes and actively apply for Class III certifications in the future [1] Group 3 - The company has a strong collaborative foundation with Huawei and plans to continue partnerships in the health sector [1] - Chashou Health operates as an independent entity, receiving resource support while utilizing AI to restructure traditional business models [1]

Core Points - The company has obtained 5 invention patents from the National Intellectual Property Administration, enhancing its intellectual property portfolio and competitive edge in technology [1] - The patents cover various innovative methods and systems, including resource scheduling, intelligent video warning, and data encryption [1] - The total number of patents held by the company and its subsidiaries has reached 131 invention patents and 26 utility model patents, solidifying its knowledge protection system [1] Patent Details - Patent 1: Resource scheduling method based on immune algorithm, application date: June 4, 2024, authorized on April 25, 2025, 20-year term [1] - Patent 2: Scheduling method for resource and task adaptation, application date: June 4, 2024, authorized on May 30, 2025, 20-year term [1] - Patent 3: Urban-level high-position video intelligent warning method, application date: December 14, 2022, authorized on June 17, 2025, 20-year term [1] - Patent 4: Configuration data encryption and desensitization method based on microservices, application date: March 27, 2023, authorized on June 17, 2025, 20-year term [1] - Patent 5: Configuration method for patch packages, application date: May 31, 2022, authorized on April 29, 2025, 20-year term [1]

证券代码：603636 证券简称：南威软件 公告编号：2025-040 南威软件股份有限公司 关于 2025 年第二季度发明专利取得情况的公告 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。 1、证书号：第 7894296 号 发明名称：一种基于免疫算法的资源调度方法、装置、设备及介质 专利号：ZL 2024 1 0714615.4 专利类型：发明专利 专利申请日：2024 年 06 月 04 日 专利权人：南威软件股份有限公司 授权公告日：2025 年 04 月 25 日 专利权期限：20 年（自申请日起算） 2、证书号：第 7970643 号 发明名称：一种资源与任务适配的调度方法、装置、设备及介质 专利号：ZL 2024 1 0714617.3 专利类型：发明专利 专利申请日：2024 年 06 月 04 日 专利权人：南威软件股份有限公司 授权公告日：2025 年 05 月 30 日 专利权期限：20 年（自申请日起算） 3、证书号：第 8007235 号 特此公告。 南威软件股份有限公司 董事会 2025 年 ...

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