大成中证360互联网+指数A（002236）基金经理为夏高。 截至发稿，夏高累计任职时间10年325天，现任基金资产总规模22.6亿元，任职期间最佳基金回报 217.66%， 任职期间最差基金回报-71.74%。 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。 从中科通达十大流通股东角度 数据显示，大成基金旗下1只基金位居中科通达十大流通股东。大成中证360互联网+指数A（002236） 二季度新进十大流通股东，持有股数94.24万股，占流通股的比例为0.81%。根据测算，今日浮亏损失约 100.83万元。 大成中证360互联网+指数A（002236）成立日期2016年2月3日，最新规模6.98亿。今年以来收益 34.94%，同类排名1223/4218；近一年收益46.56%，同类排名532/3875；成立以来收益218.25%。 10月23日，中科通达跌5.1%，截至发稿，报19.89元/股，成交6944.26万元，换手率2.93%，总市值23.15 亿元。 资料显示， ...

Core Viewpoint - The A-share market has experienced a phase adjustment since October, with significant pullbacks in the technology sector, particularly in emerging fields like artificial intelligence, automotive electronics, and digital governance. However, Zhongke Tongda (688038), an early player in the AI sector, saw an 8.11% increase on October 17, attracting market attention [1]. Group 1: AI Technology Development - AI technology has entered a critical phase of application, with commercialization becoming a focal point for the market. The "Artificial Intelligence +" action plan issued in August emphasizes a more application-oriented approach to AI development in China [1]. - Zhongke Tongda's AI products have been deeply applied in public safety and urban governance, showcasing the company's ability to convert technology into practical applications [1]. Group 2: Product and Technology Innovation - Zhongke Tongda has developed the "Zhi Zhou·ALL Model" and "Zhi Tong Algorithm," integrating cutting-edge technologies such as cross-modal search and visual dialogue, forming a robust AI product system centered around the "Zhi Zhou" series [2]. - The "Zhi Zhou·ALL Visual Model" can achieve object recognition and visual dialogue, applied in 28 scenarios across various industries, including public security and traffic management [2]. - The company has demonstrated a clear development path from technology to commercialization, with products like the "AI Video Patrol Solution" and "AI City Governance System" [2]. Group 3: Financial Performance - Zhongke Tongda's software business has shown rapid growth, with a significant improvement in cash flow, indicating enhanced business quality. In the first half of 2025, software revenue reached 11.46 million yuan, a year-on-year increase of 576.08% [3]. - The number of software contracts signed doubled compared to the previous year, and the operating cash flow net amount for the first half of 2025 was 29.49 million yuan, marking a substantial turnaround [3]. - The total cash collection for the first half of 2025 was 152 million yuan, reflecting a year-on-year growth of 52.88% [3].

Group 1 - The core point of the article is that Zhongke Tongda's stock price dropped by 5.1% to 19.53 CNY per share, with a trading volume of 142 million CNY and a turnover rate of 5.96%, resulting in a total market capitalization of 2.273 billion CNY [1] - Zhongke Tongda, established on June 8, 2007, and listed on July 13, 2021, is located in Wuhan, Hubei Province, and specializes in providing information technology services for urban public safety management [1] - The company's main business revenue composition includes: 68.19% from information system development and construction, 17.21% from information system operation and maintenance, 8.87% from software development and sales, 5.67% from merchandise sales and others, and 0.06% from other supplementary services [1] Group 2 - Among the top circulating shareholders of Zhongke Tongda, a fund under Dacheng Fund ranks first, specifically the Dacheng CSI 360 Internet + Index A (002236), which newly entered the top shareholders in the second quarter with 942,400 shares, accounting for 0.81% of circulating shares [2] - The Dacheng CSI 360 Internet + Index A fund was established on February 3, 2016, with a latest scale of 698 million CNY, achieving a year-to-date return of 33.9% and a one-year return of 56.23% [2] - The fund manager of Dacheng CSI 360 Internet + Index A is Xia Gao, who has a cumulative tenure of 10 years and 318 days, with the fund's total asset scale at 2.26 billion CNY [3]

Core Viewpoint - The article highlights the significant role of financial services in supporting the high-quality development of the real economy, particularly in the context of technological innovation and the growth of small and medium-sized enterprises in Wuhan's East Lake High-tech Development Zone, known as "China's Optics Valley" [8][9]. Financial Support for Innovation - Financial institutions have provided substantial support to strategic emerging industries, with over 50 billion yuan in funding for companies like Yangtze Optical Fibre and Cable Joint Stock Limited Company (YOFC) [13]. - The article emphasizes the importance of policy-driven financial support, such as the 47 million USD credit loan provided to YOFC to enhance its innovation capabilities [12][13]. Technological Advancements - YOFC has evolved from a joint venture with Philips to the world's largest supplier of optical fiber preforms, fibers, and cables, showcasing a successful transition from technology importation to independent innovation [12][13]. - The company has significantly reduced the price of its optical fibers to one-tenth of what it was 20 years ago, making high-quality products accessible to a broader audience [13]. Comprehensive Financial Services - The financial ecosystem in the Optics Valley includes over 1,100 various financial institutions, providing a full range of services such as credit, insurance, venture capital, and leasing [10][11]. - Companies like FiberHome Technologies Group have integrated financial services into their entire R&D process, demonstrating the seamless embedding of financial support in innovation [14][15]. Support for Small and Medium Enterprises - The article discusses the nurturing of 1,741 innovative SMEs and 808 specialized enterprises in the region, highlighting the tailored financial support they receive at different growth stages [16][17]. - Financial institutions have developed specialized products to meet the unique needs of these companies, such as knowledge value credit loans and technology innovation loans [19][20]. Collaborative Financial Initiatives - The establishment of a technology insurance community and various funds aims to enhance financial support for early-stage technology companies, fostering a collaborative environment for innovation [21]. - The article notes that the financial landscape in the Optics Valley is characterized by a strong synergy between finance, technology, and industry, creating a virtuous cycle of growth [22].

Core Viewpoint - The article highlights the significant role of financial support in fostering innovation and growth within the technology and semiconductor sectors in Wuhan's "Optics Valley," emphasizing the collaboration between financial institutions and tech companies to drive advancements and maintain competitive advantages. Group 1: Financial Support for Innovation - Financial institutions have provided substantial support to companies like Changfei Optical Fiber, with over 5 billion yuan in funding to enhance their technological capabilities and market position [7][17]. - The article mentions a specific case where a 47 million USD loan was granted to Changfei without collateral, showcasing the willingness of financial institutions to back innovative companies despite uncertainties [6][7]. - The financial ecosystem in Optics Valley includes over 1,100 tech financial institutions, offering a variety of services such as credit, insurance, and venture capital to support innovation [4][17]. Group 2: Technological Advancements and Market Position - Changfei Optical Fiber has become the world's largest supplier of optical fiber preforms, fibers, and cables, demonstrating the success of its innovation strategy supported by financial backing [6][7]. - The company has achieved significant cost reductions, with fiber prices dropping to one-tenth of their levels from 20 years ago, making high-quality domestic products accessible to a broader audience [7][17]. - The article notes that one optical fiber can support simultaneous calls for 1.128 billion people, highlighting the scale and impact of the technology developed in this sector [8]. Group 3: Comprehensive Financial Services - The financial services provided to companies in Optics Valley cover the entire lifecycle of innovation, from initial funding to advanced financial products tailored to specific needs [10][14]. - Institutions like Hankou Bank have established specialized teams and products to cater to the unique requirements of tech companies, facilitating their growth and development [15][16]. - The article emphasizes the importance of transforming intellectual property into financial assets, with banks offering loans based on patent evaluations to support tech firms [12][13]. Group 4: Collaborative Ecosystem - The collaboration between various financial institutions and tech companies has led to the establishment of a comprehensive financial service system that supports the entire innovation chain [9][10]. - The article describes initiatives such as the establishment of a technology insurance community and angel funds to further enhance financial support for startups and innovative projects [16][17]. - The financial landscape in Optics Valley is characterized by a focus on understanding the technology sector's needs, allowing for more effective financial solutions and partnerships [15][16].

10月9日，中科通达跌1.01%，成交额2.21亿元。两融数据显示，当日中科通达获融资买入额1925.97万 元，融资偿还2248.43万元，融资净买入-322.46万元。截至10月9日，中科通达融资融券余额合计 6467.89万元。 融资方面，中科通达当日融资买入1925.97万元。当前融资余额6467.89万元，占流通市值的2.82%，融 资余额超过近一年80%分位水平，处于高位。 融券方面，中科通达10月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，武汉中科通达高新技术股份有限公司位于湖北省武汉东湖新技术开发区关山大道1号软件产 业三期A3栋10层，成立日期2007年6月8日，上市日期2021年7月13日，公司主营业务涉及通过新一代信 息技术手段,为城市公共安全管理提供专业的信息化服务。主营业务收入构成为：信息化系统开发建设 68.19%，信息化系统运维17.21%，软件开发及销售8.87%，商品销售及其他5.67%，其他(补充)0.06%。 分红方面，中科通达A股上市后累计派现 ...

Core Viewpoint - Wuhan Zhongke Tongda High-tech Co., Ltd. announced the termination of a major asset restructuring plan due to failure to reach agreement on key terms with the counterparty, enhancing market trust through a thorough self-examination of insider trading [2][3] Group 1: Termination of Asset Restructuring - The company originally planned to acquire 100% equity of Xinghe Power (Beihai) Technology Co., Ltd. from Shenzhen Xinghe Power Technology Co., Ltd. through a combination of share issuance and cash payment [2] - The board approved the termination of the restructuring on September 19, 2025, and signed a termination agreement with the counterparty [2] Group 2: Insider Trading Self-Examination - The self-examination period for insider trading was from March 22, 2025, to September 20, 2025, covering all relevant parties including directors, supervisors, senior management, and related intermediaries [3] - The examination confirmed that no insider trading occurred among the identified insiders during the self-examination period, thereby indicating compliance with regulations [3] - The completion of this self-examination is expected to further enhance market confidence in the company [3]

证券代码：688038 证券简称：中科通达 公告编号：2025-046 武汉中科通达高新技术股份有限公司 关于终止重大资产重组事项相关内幕信息知情人 自查期间买卖股票情况的自查报告 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、准确性和完整性依法承担法律责任。 付现金购买资产并募集配套资金暨关联交易预案》披露日至披露终止本次交易事 项之日，即 2025 年 3 月 22 日至 2025 年 9 月 20 日（以下简称"自查期间"）。 二、本次交易内幕信息知情人自查范围 根据相关法律法规的要求，本次交易的自查人员范围包括： 1、公司及其董事、监事、高级管理人员； 2、公司控股股东、实际控制人及其董事、监事、高级管理人员； 3、交易对方及有关知情人员； 4、交易标的及其控股股东、实际控制人、董事、监事、高级管理人员； 武汉中科通达高新技术股份有限公司（以下简称"公司"）原计划通过发行 股份及支付现金的方式购买深圳星和动力科技有限公司（以下简称"交易对方"） 持有的星和动力（北海）科技有限公司 100%股权，同时募集配套资金（以下简 称"本次交易"）。鉴于公司 ...

Market Performance - On September 24, the software development sector rose by 0.4%, with *ST Dongtong leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Top Gainers in Software Development Sector - *ST Dongtong (300379) closed at 2.70, up 14.89% with a trading volume of 2.19 million shares and a turnover of 582 million yuan [1] - Zhongke Tongda (688038) closed at 17.03, up 11.09% with a trading volume of 121,400 shares and a turnover of 200 million yuan [1] - Zhongdian Xinlong (002298) closed at 12.54, up 10.00% with a trading volume of 1.90 million shares and a turnover of 228.6 million yuan [1] - Suochen Technology (688507) closed at 112.92, up 9.84% with a trading volume of 61,000 shares and a turnover of 646 million yuan [1] - Lais Information (688631) closed at 97.12, up 9.20% with a trading volume of 81,300 shares and a turnover of 756 million yuan [1] Top Losers in Software Development Sector - ST Chuangyi (300366) closed at 6.03, down 4.13% with a trading volume of 1.05 million shares and a turnover of 607 million yuan [2] - Information Development (300469) closed at 84.32, down 2.89% with a trading volume of 114,500 shares and a turnover of 961 million yuan [2] - Anbotong (688168) closed at 85.39, down 2.49% with a trading volume of 28,400 shares and a turnover of 24.3 million yuan [2] Capital Flow in Software Development Sector - The software development sector saw a net inflow of 1.065 billion yuan from institutional investors, while retail investors contributed a net inflow of 870 million yuan [2][3] - Speculative funds experienced a net outflow of 1.935 billion yuan [2][3] Individual Stock Capital Flow - Keda Xunfei (002230) had a net inflow of 840 million yuan from institutional investors, while it faced a net outflow of 496 million yuan from speculative funds [3] - Zhongdian Xinlong (002298) saw a net inflow of 515 million yuan from institutional investors, with a net outflow of 268 million yuan from speculative funds [3] - Sanliu Ling (601360) had a net inflow of 414 million yuan from institutional investors, while speculative funds experienced a net outflow of 216 million yuan [3]

Market Overview - The Shanghai Composite Index closed at 3845.91 points, above the six-month moving average, with an increase of 0.63% [1] - The total trading volume of A-shares reached 1,420.282 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 219 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Yangyuan Beverage: 7.66% deviation, closing price at 23.25 yuan, with a daily increase of 9.98% [1] - Zhongke Tongda: 6.69% deviation, closing price at 16.80 yuan, with a daily increase of 9.59% [1] - Nanjing Chemical Fiber: 5.69% deviation, closing price at 16.60 yuan, with a daily increase of 7.93% [1] Additional Stocks with Smaller Deviation Rates - Stocks that have just crossed the six-month moving average with smaller deviation rates include: - Yijiahe: just above the six-month line [1] - Suchang Chai A: just above the six-month line [1] - Zhongmi Holdings: just above the six-month line [1]