| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688435 | 英方软件 | 57.25 | 17.77% | 11.39万 | | 6.23 亿 | | 300344 | *ST立方 | 1.61 | 16.67% | 152.56万 | | 2.30亿 | | 300520 | 科大国创 | 47.08 | 4.41% | 48.11万 | | 22.70亿 | | 688095 | 福昕软件 | 114.00 | 4.11% | 7.66万 | | 8.74亿 | | 600602 | 云赛智联 | 23.00 | 3.74% | 183.37万 | | 41.81亿 | | 603232 | 格尔软件 | 23.42 | 3.72% | 22.33万 | | 5.14亿 | | 688201 | 信安世纪 | 16.26 | 3.17% | 25.23万 | | 4.24亿 | | 002253 | *ST智胜 | 11.90 | 3.03% | 12.17万 | | ...

Group 1: Large Model + Code Intelligence Core - iFlyCode by iFLYTEK is the first domestic intelligent programming tool with voice interaction features, supporting code generation, explanation, bug correction, unit test generation, and intelligent Q&A across major programming languages [1][18] - StarRing Technology focuses on AI code generation for big data development, achieving over 90% accuracy in code generation and serving over 200 paying enterprise clients by 2025 [1][19] - Tuya Technology integrates NLP capabilities with AI programming solutions for government and financial sectors, enhancing system development efficiency and reducing maintenance costs [2][20] Group 2: IDE + AI Programming Tools Core - ZTE Information has developed SnapDevelop, an AI-assisted programming tool that increases software development efficiency by 2-3 times and supports multiple programming languages [3][22] - Wanjing Technology targets lightweight development scenarios with AI programming tools, significantly lowering the development barrier for small and medium enterprises [4][23] - CaiXun Co. provides AI programming solutions tailored for the financial sector, enhancing software development efficiency and compliance risk management [5][24] Group 3: Low-Code + AI Programming Integration - Puyuan Information integrates AI programming capabilities into its low-code development platform, improving enterprise application development efficiency by over 40% [7][24] - Jinxianda focuses on the electric power industry, utilizing a proprietary model to enhance development efficiency and customer advantages in AI programming and low-code applications [8][26] - Zhiyuan Interconnect's low-code platform has served over 10,000 enterprise clients, reducing development cycles by over 50% through AI programming capabilities [9][27] Group 4: Industry Solutions + AI Programming - Hengsheng Electronics has developed a low-code platform that integrates AI programming for the financial sector, improving development efficiency by over 60% [11][28] - Saiyi Information focuses on the manufacturing sector, providing AI programming tools that enhance software development efficiency by over 50% [12][29] - Keda Guochuang integrates AI programming into its software development for the electric power and government sectors, reducing development costs by approximately 30% [13][30] Group 5: Enterprise-Level AI Programming Solutions - New Jue Network combines AI programming with intelligent operation and maintenance services, achieving a customer repurchase rate of 83% in 2024 [15][31] - Yonyou Network integrates AI programming into its ERP systems, enhancing development efficiency by over 50% for various enterprise scenarios [16][32]

科创人工智能ETF华夏（589010）紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高 研发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 （文章来源：每日经济新闻） 截至今日 10点23分，科创人工智能 ETF（589010）开盘短暂下探后迎来小幅回弹，最新价报 1.637 元，较开盘价小幅回落 0.365%，回落幅度较开盘阶段明显收窄。持仓层面，该 ETF 跟踪的 30 只成分 股呈现涨跌分化格局，9 只个股上涨，星环科技领涨超 6%、芯原股份涨超 3%。流动性方面，该 ETF 成交额达 5941 万元，换手率 2.28%，资金交投节奏随盘面震荡有所放缓，成交活跃度维持适中水平。 消息方面，1 月 26 日腾讯员工大会上，马化腾谈及春节 AI 大战、外卖大战等，点评了豆包手机与阿里 千问，称AI是腾讯过去重点投入的一大业务，而云业务已实现盈利，腾讯游戏业务"强得可怕"。此前腾 讯元宝宣布春节分 10 亿红包，字节火山引擎为春晚独家 AI 云合作伙伴。 国信证券表示，腾讯游戏业务凭借长青产品与新游表现稳健增长，海外业务延续良好态势，后续储备游 戏值得期待；营销服务受益 ...

截至9月30日，星环科技股东户数1.08万，较上期增加1.11%；人均流通股8705股，较上期减少1.09%。 2025年1月-9月，星环科技实现营业收入2.25亿元，同比增长7.42%；归母净利润-2.13亿元，同比增长 27.21%。 1月26日，星环科技跌1.78%，成交额10.39亿元。两融数据显示，当日星环科技获融资买入额1.49亿 元，融资偿还1.28亿元，融资净买入2117.89万元。截至1月26日，星环科技融资融券余额合计9.82亿 元。 融资方面，星环科技当日融资买入1.49亿元。当前融资余额9.80亿元，占流通市值的4.73%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，星环科技1月26日融券偿还0.00股，融券卖出400.00股，按当日收盘价计算，卖出金额8.81万 元；融券余量6918.00股，融券余额152.40万元，超过近一年90%分位水平，处于高位。 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 ...

Investment Rating - The report indicates a positive investment outlook for the industry, highlighting a "golden window period" for the short drama sector, with expectations for significant growth in the coming years [2][11]. Core Insights - The short drama industry has reached a scale of nearly 1 trillion yuan, surpassing both the film and long video sectors, with a projected compound annual growth rate (CAGR) of over 50% from 2023 to 2026 [11]. - The market for animated dramas is expected to exceed 22 billion yuan by 2026, contributing 50% of the incremental growth in the short drama industry [11]. - ByteDance is positioned as the absolute leader in the animated drama sector, leveraging its "traffic + IP + AI" integrated strategy to dominate the market [2][17]. - The application of AI technology is transforming the production paradigm of animated dramas, reducing production cycles from over 50 days to under 30 days and significantly lowering costs [3][21]. Summary by Sections Section 1: The Golden Window for Short Dramas - The short drama market has surpassed 1 trillion yuan, with user engagement increasing, and the average daily viewing time expected to exceed 100 minutes by 2025 [11]. - The market has entered a phase of rapid growth and commercialization, with significant increases in both supply and demand for animated dramas [11][12]. Section 2: AI Reshaping Production Paradigms - AI technologies are enabling a shift from manual production to industrialized generation, with production costs dropping to the thousand-yuan level [3][21]. - The integration of AI in production processes is expected to streamline workflows, reducing the number of steps from 11 to 5 and cutting costs by 60% [3][24]. Section 3: Trends in AI Applications - The report anticipates a significant uptick in AI applications by 2026, driven by the need for software to leverage substantial computational investments [4][31]. - Companies are increasingly integrating AI into their business models, with some reporting that AI-related revenues account for over 10% of total income [4][31]. Section 4: Related Investment Targets - Key investment targets include companies such as DeCai Co., Zhaochi Co., and Wanxing Technology, among others, which are positioned to benefit from the growth in the animated drama and AI sectors [5][40].

Investment Rating - The report maintains a "Recommended" rating for the industry [4] Core Insights - The demand for Tokens is driving inflation across the AI industry chain, with price increases being observed from storage to CPUs and now extending to cloud services, marking a significant shift in the pricing dynamics of the cloud computing sector [14][30] - AWS has initiated a price increase for its EC2 machine learning capacity blocks by approximately 15%, breaking a long-standing trend of declining prices in the cloud services industry, which may lead to a revaluation of cloud computing and related service providers [14] - The report highlights potential investment opportunities in cloud computing, CPUs, and databases, suggesting companies such as Alibaba, Kingsoft Cloud, and Inspur for cloud computing; Haiguang Information and Longxin for CPUs; and companies like StarRing Technology and DM Database for databases [30] Summary by Sections 1. Cloud Computing Price Trends - The report indicates that the AI industry chain is experiencing a price transmission trend, with cloud computing being the next area to see price increases following storage and CPU price hikes [14] - AWS's price adjustment reflects anticipated supply-demand dynamics, suggesting that successful price increases could lead to further adjustments in the future [14] 2. CPU Market Dynamics - The report notes a persistent supply-demand imbalance in the CPU market, particularly with Intel facing production limitations that may lead to continued shortages into 2026 [16] - The importance of CPUs is expected to rise significantly due to the increasing demand from AI applications, with the report emphasizing the need for optimization across both CPU and GPU resources [24][25] 3. Database Sector Growth - The report anticipates a rapid increase in the number of database PCU nodes driven by the demand for AI agents, which could lead to significant revenue growth for database providers [26] - The emergence of AI-native databases is highlighted as a key trend, with companies like Alibaba's PolarDB gaining traction in the market [29] 4. Investment Recommendations - The report suggests focusing on companies in the cloud computing sector such as Alibaba, Kingsoft Cloud, and UCloud, as well as CPU manufacturers like Haiguang Information and Longxin, and database firms like StarRing Technology and DM Database [30]

2、行情预期支撑： 中信建投指出，市场逐步向慢牛行情演进，而证券板块的行情亦不会缺席这一进程。该机构强调，股票 市场活跃度是证券行业估值与业绩的同频指标，其景气度决定了板块估值的下限，而互联网券商因对交 易量敏感、业绩弹性大，成为重点推荐方向。* 3、AI赋能金融IT： 周五（1月23日），A股市场放量上涨，金融科技大面积飘红，中证金融科技主题指数反弹逾1%。其 中，星环科技领涨超10%，电科数字、拉卡拉、普元信息、信安世纪、新国都、拓尔思、赢时胜等多股 涨超2%。 热门ETF方面，百亿金融科技ETF（159851）场内收涨1.36%，全天放量成交8.16亿元。值得一提的是， 资金尾盘放量净流入，净申购放大至4.26亿份，按当日场内平均价计算约3.81亿元，统计来看资金单周 净流入超9亿元！ | | | 分财 部日 1分 5分 15分 30分 · | | | F9 盘新盘后 盈加 九成 图坛 工具 @ 2 > | | | | | | 金融科技ETF | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | - ...

1月19日，星环科技涨5.12%，截至发稿，报187.00元/股，成交5.83亿元，换手率3.43%，总市值226.52 亿元。 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 数据显示，嘉实基金旗下1只基金重仓星环科技。嘉实润泽量化定期混合（005167）三季度持有股数 5000股，与上期相比持股数量不变，占基金净值比例为0.9%，位居第十大重仓股。根据测算，今日浮 盈赚取约4.55万元。 嘉实润泽量化定期混合（005167）成立日期2018年1月19日，最新规模3325.72万。今年以来收益 7.03%，同类排名2525/9009；近一年收益29.66%，同类排名4360 ...

Group 1 - Several listed companies categorized under the commercial aerospace concept have recently issued announcements or statements clarifying their low association with commercial aerospace business and indicating that their stock prices have significantly deviated from fundamentals [2] - Since December 2025, some companies in the commercial aerospace sector have seen astonishing stock price increases, with Aerospace Development's stock rising over 200% in 30 consecutive trading days, triggering severe abnormal fluctuation standards [2] - Aerospace Development announced that its subsidiary engaged in low-orbit satellite operations generated less than 1% of the company's total revenue in the first three quarters of 2025, indicating minimal impact on overall performance [2] Group 2 - Companies such as Shaoyang Hydraulic clarified that their products do not directly serve commercial aerospace clients, with related orders being sporadic and amounting to less than 500,000 yuan, accounting for less than 0.2% of annual revenue [2] - Multiple companies, including Aerospace Power, North Navigation, Aerospace Engineering, Star Ring Technology, and Aerospace Changfeng, publicly stated that their main businesses do not involve commercial aerospace [2] - In response to investor inquiries, companies like Xingxing Technology and Jindi Co. expressed that they do not have current development plans in the commercial aerospace sector, while Keli Sensor and Bomin Electronics acknowledged their awareness of the commercial aerospace trend but have not established substantial commercial cooperation [3] Group 3 - The clarifications and risk warnings highlight a significant divergence between soaring stock prices and company fundamentals, with industry leader China Satellite reporting a rolling P/E ratio exceeding 2400 and a more than 96% year-on-year decline in net profit for 2024 after excluding non-recurring gains [5] - Companies like Aerospace Electronics and China Satcom also announced that their stock prices exhibit a "hot potato effect" and have severely detached from fundamentals, indicating a potential for significant short-term declines [5] - Market analysis suggests that while the long-term growth logic of the commercial aerospace industry is clear, short-term irrational speculation has inflated valuations of many stocks lacking substantial business support [5]

1月15日星环科技-U(688031)收盘价171.60元，收盘跌停，全天换手率10.57%，振幅13.14%，成交额 17.76亿元。科创板交易公开信息显示，当日该股因日收盘价跌幅达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3.72亿元， 其中，买入成交额为1.71亿 元，卖出成交额为2.01亿元，合计净卖出2954.72万元。具体来看，今日上榜的前五大买入营业部中，有 2家机构专用席位现身，即买一、买四，买入金额分别为4490.86万元、3241.03万元，营业部合计买入 9380.96万元。卖出营业部中，有1家机构专用席位现身，即卖四，卖出金额分别为3587.47万元，沪股通 为第二大卖出营业部，卖出金额为4690.42万元，营业部合计卖出1.18亿元。买卖金额相抵，机构专用席 位今日净买入该股4144.42万元，沪股通今日净卖出该股4690.42万元。 资金流向方面，该股今日全天主力资金净流出6284.62万元。 另据统计，近半年该股累计上榜龙虎榜10次，上榜次日股价平均涨2.07%，上榜后5日平均涨10.77%。 （数据宝） 星环科技-U1月15日龙虎榜 | 买入营业部 ...