Core Insights - A new company, Nanjing Ruitong Digital Technology Co., Ltd., has been established, focusing on digital technology services and software development [1] Company Overview - The legal representative of the company is Huang Yong [1] - The business scope includes digital technology services, software development, planning and design management, information system integration services, big data services, and IoT technology research and development [1] - The company is jointly held by Nanjing Transportation Investment Management Co., Ltd. and Nanjing Xinghuan Intelligent Technology Co., Ltd., a subsidiary of Xinghuan Technology [1]

Market Performance - As of September 11, the AI PC concept index rose by 5.20%, ranking third among concept sectors, with 43 stocks increasing in value [1] - Notable gainers included Xinghuan Technology, Shenghong Technology, and Yingli Co., which saw increases of 17.17%, 16.28%, and 10.57% respectively [1] - The top decliners were Kosen Technology, Siquan New Materials, and Lijia Technology, with declines of 4.23%, 1.28%, and 1.23% respectively [1] Capital Inflow - The AI PC sector experienced a net capital inflow of 4.385 billion yuan, with 33 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflow [2] - Shenghong Technology led the net inflow with 1.361 billion yuan, followed by Lingyi Technology, Zhongjing Electronics, and Jingwang Electronics with net inflows of 592 million yuan, 398 million yuan, and 359 million yuan respectively [2] Capital Flow Ratios - Zhongjing Electronics, Jingwang Electronics, and Chongda Technology had the highest net inflow ratios at 25.78%, 22.74%, and 16.81% respectively [3] - The AI PC concept capital inflow leaderboard included Shenghong Technology with a daily increase of 16.28% and a turnover rate of 10.87% [3]

Market Performance - On September 11, the software development sector rose by 3.63%, with Xinghuan Technology leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Top Gainers in Software Development Sector - Xinghuan Technology (688031) closed at 59.91, up 17.17% with a trading volume of 130,000 shares [1] - Anbotong (688168) closed at 110.58, up 10.58% with a trading volume of 35,400 shares [1] - Fabien Information (300925) closed at 25.06, up 9.38% with a trading volume of 416,500 shares [1] - Other notable gainers include Zhinanzhen (300803) at 150.05 (+9.20%) and Dameng Data (688692) at 277.00 (+9.19%) [1] Market Capital Flow - The software development sector saw a net inflow of 3.109 billion yuan from institutional investors, while retail investors experienced a net outflow of 1.473 billion yuan [2] - The total net outflow from retail investors was 1.636 billion yuan [2] Individual Stock Capital Flow - Zhinanzhen (300803) had a net inflow of 765 million yuan from institutional investors, while retail investors saw a net outflow of 266 million yuan [3] - Other stocks like Yanzhijie (300085) and Dazhihui (61519) also experienced significant capital movements, with net inflows of 387 million yuan and 197 million yuan from institutional investors, respectively [3]

关于星环信息科技（上海）股份有限公司 2025 年半年度持续督导跟踪报告 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）根据《证 券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》等相关规 定对星环信息科技（上海）股份有限公司（以下简称"星环科技"、"公司"）开展 持续督导工作，并出具本持续督导半年度跟踪报告。 一、持续督导工作情况 | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | 1 | 建立健全并有效执行持续督导工作制度，并针对具体的 | 保荐机构已建立并有效执行 | | | 持续督导工作制定相应的工作计划 | 了持续督导制度，并制定了 | | | | 相应的工作计划 | | 2 | 根据中国证监会相关规定，在持续督导工作开始前，与 | 保荐机构已与公司签订《保 | | | | 荐协议》，该协议明确了双方 | | | 上市公司或相关当事人签署持续督导协议，明确双方在 | 在持续督导期间的权利和义 | | | 持续督导期间的权利义务，并报上海证券交易所备案 | 务，并报上海证券交易所备 | | | | 案 | | 3 | 持续督导期间，按 ...

Core Viewpoint - The financial technology and brokerage sectors have seen significant gains, driven by a strong performance in the technology sector, with notable increases in related ETFs and stocks [1][2]. Group 1: Financial Technology Sector Performance - The Huaxia Financial Technology ETF (516100) closed up 4.38%, marking two consecutive days of strong performance, with holdings like Xinghuan Technology-U rising over 17% and Ronglian Technology hitting the daily limit [1]. - Other leading stocks in the financial technology sector include Zhinan Zhen, Yinzhijie, which both rose over 8%, along with Wealth Trend, New Morning Technology, and Electronic Science Digital [1]. - The brokerage ETF fund (515010) also experienced a significant increase of 3.23% [1]. Group 2: Regulatory Developments - The China Securities Association has implemented a new evaluation method focusing on five key areas: technology finance, green finance, inclusive finance, pension finance, and digital finance, effective immediately [1][2]. - The quantitative evaluation indicators emphasize the contributions and capabilities of securities firms in technology finance, reflecting the regulatory focus on this sector [2]. Group 3: Industry Insights - The technology finance indicators carry a total score of 50 points, highlighting the regulatory emphasis on the technology sector [2]. - A senior executive from a brokerage firm indicated that to excel in industry rankings, firms must enhance their focus on technology finance, making it a core priority for future operations [2]. - East Wu Securities noted that with policy support and economic stabilization, the demand for digital transformation in brokerages is accelerating, suggesting a positive outlook for the financial technology market [3].

Group 1 - The core viewpoint highlights the strong performance of the domestic AI industry, with the Sci-Tech Innovation AI ETF (589520) experiencing a significant intraday increase of 4.27% and a current rise of 2.91%, indicating active trading with a real-time transaction amount exceeding 430 million yuan [1] - Key stocks within the ETF, such as Cambricon, Yuntian Lifei, and Xinghuan Technology, have shown substantial gains, with Cambricon rising over 9% and others increasing by more than 6% [1] - OpenAI has signed a $300 billion agreement with Oracle for computing power over five years, leading to a 36% surge in Oracle's stock price, which resulted in a market capitalization increase of approximately $250 billion in a single day [3] Group 2 - The domestic computing power industry is experiencing significant growth, with the number of standard racks in use reaching 10.85 million and the intelligent computing power scale reaching 788 EFLOPS as of June this year [3] - The urgency for domestic computing power replacement is increasing due to U.S. restrictions on advanced chip exports to China, emphasizing the need for independent design and production of high-end AI chips in China [3] - The recent policy document on implementing the "Artificial Intelligence +" initiative is expected to catalyze the industrialization of AI, with a focus on hardware-software collaboration and the establishment of AI infrastructure [4] Group 3 - The Sci-Tech Innovation AI ETF (589520) has undergone a share split, reducing the trading threshold from approximately 120 yuan to about 60 yuan, making it more accessible for investors [4] - The ETF is positioned to benefit from the rapid advancement of AI technology, with a focus on domestic alternatives and information security amid ongoing technological tensions [5] - The top ten holdings of the ETF account for over 71.66% of its weight, with the semiconductor sector representing more than 54.1%, indicating a concentrated and aggressive investment strategy [5]

长江商报奔腾新闻记者沈右荣 曾经押注星环科技(688031.SH)的腾讯，计划再减持。 星环科技的核心团队带有鲜明的"英特尔基因"，其创始人孙元浩1977年生于江苏常州，26岁时加入英特 尔，从技术员逐步晋升至数据中心软件部亚太区CTO，也是英特尔Hadoop发行版的创始人。2013年， 孙元浩辞去英特尔高薪职位，瞄准自主可控的大数据基础软件赛道创办星环科技。 此外，星环科技的执行董事及副总裁吕程，2008年6月至2013年6月期间担任英特尔亚太研发有限公司软 件工程师，目前主要负责星环科技研发和技术的整体管理；董事朱珺辰也曾于2011年4月至2013年12月 任职英特尔亚太研发有限公司软件工程师。董事吕程于2008年7月至2013年5月曾任英特尔工程师。 9月8日晚，星环科技发布公告，近日，公司收到股东林芝利创信息技术有限公司(以下简称"林芝利创") 出具的告知函，因股东自身安排，林芝利创拟根据市场情况减持其所持有的公司股份合计不超过363.39 万股，即不超过公司总股本的3%。 目前，林芝利创持有星环科技933.34万股股份，占公司股份总数的7.71%，为公司第二大股东。 林芝利创成立于2015年10月， ...

林芝利创成立于2015年10月，是腾讯旗下企业。截至2025年，其对外投资企业达48家，涵盖互联网、动 漫、供应链金融等领域。其投资对象包括转转集团、斗鱼、联易融等知名企业，并在多轮融资中参与投 资。 星环科技曾获得资本青睐。自2014年4月至2022年10月，公司累计完成七轮融资，投资方包括林芝利 创、产业基金、云友投资、方广资本、启明创投、恒生电子、中金祺智、深创投（CS）、TCL等。 2020年12月，星环科技完成A股上市前最后一轮融资，获中金资本等机构约3.01亿元投资。 2022年10月18日，星环科技通过闯关IPO登陆A股市场，当时，林芝利创以8.77%的持股比例位居第二大 股东。 长江商报奔腾新闻记者 沈右荣 曾经押注星环科技（688031.SH）的腾讯，计划再减持。 9月8日晚，星环科技发布公告，近日，公司收到股东林芝利创信息技术有限公司（以下简称"林芝利 创"）出具的告知函，因股东自身安排，林芝利创拟根据市场情况减持其所持有的公司股份合计不超过 363.39万股，即不超过公司总股本的3%。 目前，林芝利创持有星环科技933.34万股股份，占公司股份总数的7.71%，为公司第二大股东。 曾经重 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300033 | 同花顺 | 7.61亿 | 15.00% | -1.74亿 | -3.43% | -5.87 Z | -11.57% | | 002405 | 四维图新 | 4.71亿 | 20.50% | -1.36亿 | -5.92% | -3.35 Z | -14.58% | | 300766 每日互动 | | 1.47 Z | 5.46% | -4060.96万 | -1.51% | -1.06 Z | -3.95% | | 002153 | 石基信息 | 1.33亿 | 20.14% | -3592.46万 | -5.43% | -9724.01万 | -14.70% | | 300036 超图软件 | | 7103.77万 | 13.41% | 633.05万 | 1.19% | -7736.82万 | -14.60% | | 300468 四方精创 | ...

（编辑 任世碧） 证券日报网讯 9月8日晚间，星环科技发布公告称，截至本公告披露日，公司股东林芝利创信息技术有 限公司（简称"林芝利创"）持有公司股份9，333，356股，占公司股份总数的7.71%。因股东自身安排， 公司股东林芝利创拟根据市场情况减持其所持有的公司股份合计不超过3，633，885股（不超过公司总 股本的3.00%），其中，拟通过集中竞价方式减持不超过1，211，295股（不超过公司总股本的1%）， 拟通过大宗交易方式减持不超过2，422，590股（不超过公司总股本的2%）。减持期间为自本公告披露 之日起15个交易日后的3个月内。 ...