截至2025年10月28日 10:30，中证金融科技主题指数上涨0.45%，成分股税友股份上涨10.00%，恒宝股份上涨5.99%，格尔软件上涨5.94%，星环科技上涨 3.97%，信安世纪上涨3.39%。金融科技ETF(516860)上涨0.59%， 冲击4连涨。最新价报1.53元。拉长时间看，截至2025年10月27日，金融科技ETF近1周累计 上涨3.68%。 流动性方面，金融科技ETF盘中换手1.99%，成交4972.05万元。拉长时间看，截至10月27日，金融科技ETF近1月日均成交1.76亿元，排名可比基金前2。 规模方面，金融科技ETF近1周规模增长9231.79万元，实现显著增长，新增规模位居可比基金2/6。 份额方面，金融科技ETF近1周份额增长2500.00万份，实现显著增长，新增份额位居可比基金1/6。 从资金净流入方面来看，金融科技ETF近3天获得连续资金净流入，最高单日获得2282.52万元净流入，合计"吸金"5399.18万元，日均净流入达1799.73万元。 金融科技ETF紧密跟踪中证金融科技主题指数，中证金融科技主题指数选取产品与服务涉及金融科技相关领域的上市公司证券作为指数样 ...

（原标题：星环科技龙虎榜数据（10月27日）） 10月27日星环科技（688031）收盘价61.39元，收盘上涨16.47%，全天换手率14.41%，振幅23.66%，成交额7.93亿元。科创板交易公开信息显示， 当日该股因日收盘价涨幅达15%等上榜。 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2.62亿元， 其中，买入成交额为2.01亿元，卖出成交额为6081.96万元，合计净买入 1.40亿元。具体来看，今日上榜的前五大买入营业部中，有1家机构专用席位现身，即买一，买入金额分别为11978.26万元，沪股通为第二 大买入 营业部，买入金额为3206.36万元，营业部合计买入4944.85万元。卖出营业部中，卖出金额居首的是国信证券股份有限公司深圳罗湖宝安北路证券 营业部，卖出金额为1808.70万元。买卖金额相抵，机构专用席位今日净买入该股1.20亿元，沪股通今日净买入该股3206.36万元。 (产品代码: 560800) ★ 跟踪：中证数字经济主题指数 近五日涨跌: 7.17% 市盈率：77.36倍 资金流向：最新份额为6.7亿份，减少了600.0万份，主力资金净 流入275.2万元。 估 ...

当天机构净卖出前三的股票分别是环旭电子、阳光乳业、云汉芯城，净流出金额分别是8679万元、7398 万元、6618万元。 | | 花博橙10.27 | | | --- | --- | --- | | 加载 : 简称 | ■ 涨跌幅 | 机构净买入(万元) | | 精智达 | 15.45% | 39829.25 | | 向日葵 | 19.97% | 18674.98 | | 星环科技 | 16.47% | 11978.26 | | 安泰科技 | 10.01% | 11670.12 | | 恒宝股份 | 9.99% | 11164.18 | | 英世平 | 10.02% | 10347.70 | | 海峡创新 | 20.06% | 4634.40 | | 山东墨龙 | -1.54% | 3141.88 | | 先锋新材 | 15.24% | 3132.44 | | 常铝股份 | -3.85% | 2520.62 | | 曼创瑞通 | -3.49% | 2187.86 | | 特一药业 | 0.18% | 1244.62 | | 新雷能 | 17.65% | 1174.74 | | 北京利尔 | -9.97% | ...

Market Overview - The software development sector increased by 0.9% on October 27, with Xinghuan Technology leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Top Gainers in Software Development Sector - Xinghuan Technology (688031) closed at 61.39, up 16.47% with a trading volume of 135,400 shares and a turnover of 793 million [1] - Weston (301315) closed at 53.37, up 8.63% with a trading volume of 99,100 shares and a turnover of 547 million [1] - Keda Guochuang (300520) closed at 36.90, up 8.08% with a trading volume of 998,000 shares and a turnover of 3.622 billion [1] - Other notable gainers include Deepin Technology (300454) up 5.08% and Kingsoft Office (688111) up 4.28% [1] Top Losers in Software Development Sector - Jiafa Education (300559) closed at 12.86, down 12.81% with a trading volume of 389,800 shares and a turnover of 522 million [2] - Guotou Intelligent (300188) closed at 14.49, down 3.66% with a trading volume of 309,100 shares and a turnover of 447 million [2] - Other notable losers include Pinming Technology (601889) down 3.06% and Jiuqi Software (002279) down 2.64% [2] Capital Flow Analysis - The software development sector experienced a net outflow of 814 million from institutional investors, while retail investors saw a net inflow of 369 million [2][3] - Notable net inflows from retail investors were observed in stocks like Deepin Technology and Keda Guochuang, while significant outflows were noted in Xinghuan Technology and Kingsoft Office [3]

10月27日，星环科技涨5.26%，截至发稿，报55.48元/股，成交1.70亿元，换手率3.42%，总市值67.21亿 元。 嘉实润泽量化定期混合（005167）基金经理为赖礼辉。 截至发稿，赖礼辉累计任职时间5年10天，现任基金资产总规模34.5亿元，任职期间最佳基金回报 28.11%， 任职期间最差基金回报0.16%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，星环信息科技(上海)股份有限公司位于上海市徐汇区虹漕路88号3楼、B栋11楼,香港铜锣湾 勿地臣街1号时代广场2座31楼，成立日期2013年6月5日，上市日期2022年10月18日，公司主营业务涉及 公司是一家企业级大数据基础软件开发商,围绕数据的集成、存储、治理、建模、分析、挖掘和流通等 数据全生命周期提供基础软件及服务。主营业务收入构成为：软件产品与技术服务72.84%，解决方案 22.37%，软硬一体产品及服务4.49%，其他业务收入0.30%。 从基金十大重仓股角度 ...

10月24日，中国证监会公示境外发行上市备案补充材料要求(2025年10月20日—2025年10月24日)，公示 中其中提到，要求星环科技(688031.SH)补充说明公司及子公司经营范围中包含的增值电信业务实际开 展情况，是否取得相应资质，是否涉及《外商投资准入特别管理措施(负面清单)(2024年版)》领域。据 港交所8月18日披露，星环科技(688031.SH)向港交所主板递交上市申请，海通国际为其独家保荐人。 招股书显示，星环科技是一家AI基础设施软件提供商，通过深度融合人工智能、大数据与云技术，助 力企业高效构建AI基础设施软件，推动各行业智能化转型与商业模式创新。按收入计，2024年公司在 中国AI基础设施软件市场排名第五，亦为最大的纯AI基础设施软件提供商。 ...

招股书显示，星环科技是一家AI基础设施软件提供商，通过深度融合人工智能、大数据与云技术，助 力企业高效构建AI基础设施软件，推动各行业智能化转型与商业模式创新。按收入计，2024年公司在 中国AI基础设施软件市场排名第五，亦为最大的纯AI基础设施软件提供商。 智通财经APP获悉，10月24日，中国证监会公示境外发行上市备案补充材料要求(2025年10月20日— 2025年10月24日)，公示中其中提到，要求星环科技(688031.SH)补充说明公司及子公司经营范围中包含 的增值电信业务实际开展情况，是否取得相应资质，是否涉及《外商投资准入特别管理措施(负面清单) (2024年版)》领域。据港交所8月18日披露，星环科技(688031.SH)向港交所主板递交上市申请，海通国 际为其独家保荐人。 ...

招股书显示，星环科技是一家AI基础设施软件提供商，通过深度融合人工智能、大数据与云技术，助 力企业高效构建AI基础设施软件，推动各行业智能化转型与商业模式创新。按收入计，2024年公司在 中国AI基础设施软件市场排名第五，亦为最大的纯AI基础设施软件提供商。 智通财经APP获悉，10月24日，中国证监会公示境外发行上市备案补充材料要求(2025年10月20日— 2025年10月24日)，公示中其中提到，要求星环科技(688031.SH)补充说明公司及子公司经营范围中包含 的增值电信业务实际开展情况，是否取得相应资质，是否涉及《外商投资准入特别管理措施(负面清单) (2024年版)》领域。据港交所8月18日披露，星环科技(688031.SH)向港交所主板递交上市申请，海通国 际为其独家保荐人。 ...

Core Insights - The rapid growth of data generated by enterprises and government institutions is driving the demand for Hadoop as an efficient big data analysis tool, with the Chinese Hadoop market projected to reach approximately 20.759 billion yuan in 2024, reflecting a year-on-year growth of 18.43% [1][5]. Industry Overview - Hadoop, developed by the Apache Foundation, is an open-source distributed computing framework designed for processing large-scale data sets, utilizing HDFS and MapReduce for high fault tolerance, scalability, and throughput [2][3]. - The industry has evolved through five stages: inception (2002-2005), exploration (2006-2010), explosion (2011-2015), cloud-native transformation (2016-2020), and intelligent phase (2021-present), with a focus on real-time computing and AI integration [3]. Industry Chain - The upstream of the Hadoop industry chain includes hardware devices (servers, storage, network equipment), operating systems, database management systems, and data resources. The midstream consists of Hadoop platforms and services, while the downstream encompasses sectors like finance, telecommunications, government, manufacturing, retail, healthcare, and energy [4]. - The financial sector is experiencing explosive data growth, with the added value of China's financial industry projected at 98.544 trillion yuan in 2024, growing by 4.92% year-on-year, highlighting the importance of Hadoop for data processing and analysis [4]. Market Size - The Hadoop market is expected to grow significantly, with a projected size of approximately 20.759 billion yuan in 2024, marking an 18.43% increase from the previous year [5]. Key Companies' Performance - StarRing Technology has developed a leading big data platform, TDH, and reported a revenue of 153 million yuan in the first half of 2025, with a year-on-year growth of 8.82% [6]. - Tencent Holdings has built a distributed architecture based on Hadoop, with a total revenue of 364.5 billion yuan in the first half of 2025, reflecting a year-on-year growth of 13.69% [6][7]. Industry Development Trends 1. The integration of cloud-native architecture and hybrid computing is accelerating the industry's transformation, with trends such as improved compatibility with object storage and the adoption of serverless models [8]. 2. The deep integration of real-time intelligence and AI is driving the shift from batch processing to real-time analysis, enhancing decision-making and automated data governance [9]. 3. The Hadoop ecosystem is undergoing deep restructuring, focusing on compliance and security, with local manufacturers gaining a competitive edge in the government and enterprise markets [10].

Group 1 - The core point of the news is that Xinghuan Technology's stock price dropped by 5.05% to 52.79 CNY per share, with a trading volume of 165 million CNY and a turnover rate of 3.23%, resulting in a total market capitalization of 6.395 billion CNY [1] - Xinghuan Technology, established on June 5, 2013, and listed on October 18, 2022, is a developer of enterprise-level big data infrastructure software, providing software and services throughout the data lifecycle, including integration, storage, governance, modeling, analysis, mining, and circulation [1] - The company's main business revenue composition includes software products and technical services at 72.84%, solutions at 22.37%, integrated hardware and software products and services at 4.49%, and other business income at 0.30% [1] Group 2 - From the perspective of major fund holdings, the Guoxin Guozheng Fund has one fund heavily invested in Xinghuan Technology, specifically the Guoxin Guozheng New Benefit A (001797), which held 6,000 shares in the second quarter, accounting for 1.47% of the fund's net value, ranking as the fourth-largest holding [2] - The Guoxin Guozheng New Benefit A fund was established on September 2, 2015, with a latest scale of 19.0233 million CNY, achieving a year-to-date return of 10.44% and a one-year return of 8.76% [2] - The fund manager, Zhang Honglei, has been in position for 4 years and 39 days, with the fund's total asset scale at 1.57 billion CNY, achieving a best return of 47.7% and a worst return of -13.4% during his tenure [3]