计算机 相关研究报告 《重视商业航天产业大趋势—行业周 报》-2025.12.7 《商业航天有望进入高速发展期—行 业周报》-2025.11.30 《商业航天三年行动计划出台，关注 行 业 投 资 机 会 — 行 业 点 评 报 告 》 -2025.11.28 商业航天，大国重器 ——行业深度报告 2025 年 12 月 11 日 投资评级：看好（维持） 行业走势图 -29% -19% -10% 0% 10% 19% 29% 2024-12 2025-04 2025-08 计算机 沪深300 数据来源：聚源 liuxiaoyao@kysec.cn 证书编号：S0790520090001 商业航天作为战略性新兴产业，国家重视程度日益提升 中国作为传统航天领域的领先国家之一，发展商业航天成为我国提升综合国力、 抢占未来科技与经济发展制高点的关键举措。2024 年，商业航天作为新质生产 力的代表首次被写入《政府工作报告》，商业航天上升为国家战略性新兴产业； 2025 年，政府工作报告再度提出"推动商业航天、低空经济、深海科技等新兴 产业安全健康发展"。近期商业航天司的设立及《推进商业航天高质量安全发展 行动计划（2 ...

永信至诚（688244.SH）12月5日在投资者互动平台表示，公司"数字风洞"产品体系和网络靶场系列产品 具备为卫星、无人机等领域提供贯穿全生命周期的"数字健康"管理能力。今年上半年，公司成功支撑聚 焦卫星、无人机应用数据安全的第五届"红明谷"杯大赛，该赛事是2025数字中国创新大赛数字安全赛道 的重要组成部分；今年11月，公司正式进入中国星网生态体系，中标中国星网易联供应链有限公司（中 国卫星网络集团有限公司子公司）攻防靶场支撑系统项目，为其构筑数字资产安全防线。公司已持续实 现在相关领域的业务布局和应用落地。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：你好，请问公司是否有开展卫星数据安全相关的业务 布局？ ...

Core Points - The company Yongxin Zhicheng (688244.SH) reported a significant decline in revenue and net profit for the first three quarters of 2025, with revenue at 142 million yuan, down 17.72% year-on-year, and a net loss attributable to shareholders of 54.85 million yuan [1] - In 2024, the company achieved a revenue of 356.33 million yuan, a decrease of 9.99% compared to the previous year, and a net profit of 8.48 million yuan, down 72.73% year-on-year [2][3] - The net cash flow from operating activities for 2024 was -46.30 million yuan, worsening from -18.55 million yuan in the previous year [2][3] Financial Performance - For the first three quarters of 2025, Yongxin Zhicheng's revenue was 142 million yuan, with a net profit of -54.85 million yuan and a net cash flow from operating activities of -48.41 million yuan [1] - In 2024, the company reported a revenue of 356.33 million yuan, a net profit of 8.48 million yuan, and a net cash flow from operating activities of -46.30 million yuan [2][3] - The net profit excluding non-recurring gains and losses for 2024 was -2.06 million yuan, compared to a profit of 11.03 million yuan in the previous year [2][3] Fundraising and Use of Proceeds - Yongxin Zhicheng raised a total of 575.91 million yuan, with a net amount of 506.05 million yuan after deducting issuance costs, which was 34.17 million yuan less than originally planned [4] - The company initially aimed to raise 847.73 million yuan for various projects, including a network security training program and a high-performance cloud technology project [4]

Group 1 - The closing price of Yongxin Zhicheng (688244) on November 28 was 24.66 yuan, reaching the daily limit with a trading volume of 10.15% and a price fluctuation of 20.35%, resulting in a transaction amount of 356 million yuan [2] - The stock was listed on the daily trading list due to a price increase of 15% at the close [2] - The top five trading departments accounted for a total transaction amount of 83.1 million yuan, with a net buying amount of 24.34 million yuan [2] Group 2 - The main capital inflow for the stock on that day was 70.16 million yuan [3] - The largest buying department was Kaiyuan Securities, with a purchase amount of 19.90 million yuan, followed by Dongfang Securities with 12.45 million yuan [3] - The largest selling department was Guotou Securities, with a selling amount of 7.88 million yuan [3]

Market Overview - The software development sector increased by 0.93% on November 28, with Yongxin Zhicheng leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Top Performers - Yongxin Zhicheng (688244) closed at 24.66, up 20.00% with a trading volume of 153,200 shares and a transaction value of 356 million [1] - Guotou Intelligent (300188) closed at 16.59, up 7.45% with a trading volume of 788,500 shares [1] - Weide Information (688171) closed at 50.98, up 6.52% with a trading volume of 19,100 shares [1] Underperformers - ST Lifan (300344) closed at 3.36, down 5.62% with a trading volume of 636,900 shares [2] - Yingfang Software (688435) closed at 53.48, down 4.50% with a trading volume of 63,800 shares [2] - Jinchengzi (688291) closed at 36.90, down 3.30% with a trading volume of 72,400 shares [2] Capital Flow - The software development sector saw a net inflow of 211 million from main funds, while retail investors experienced a net outflow of 180 million [2][3] - Guotou Intelligent had a main fund net inflow of 231 million, but retail investors saw a net outflow of 153 million [3] - Yongxin Zhicheng experienced a main fund net inflow of 76.87 million, with retail investors facing a net outflow of 39.56 million [3]

Group 1 - The stock of Yongxin Zhicheng reached the daily limit, trading at 24.66 yuan with a transaction volume of 2.92 billion yuan and a turnover rate of 8.43% as of 14:21 on November 28 [2] - Among the stocks on the Sci-Tech Innovation Board, 441 stocks were up, with 7 stocks rising more than 10%, including Yongxin Zhicheng, Wanrun New Energy, and Xidi Micro, which increased by 20.00%, 16.40%, and 13.31% respectively [2] - A total of 141 stocks were down, with significant declines in Dekeli, Jindike, and Tengjing Technology, which fell by 8.92%, 6.14%, and 5.20% respectively [2] Group 2 - On the funding side, Yongxin Zhicheng saw a net inflow of 19.52 thousand yuan in the previous trading day, but a net outflow of 665.66 thousand yuan over the past five days [3] - The latest margin trading data as of November 27 shows a total margin balance of 115 million yuan, with a financing balance of 115 million yuan, which decreased by 25.45 thousand yuan, a decline of 0.22% [3] - The company's Q3 report released on October 30 indicated that it achieved a revenue of 142 million yuan in the first three quarters, a year-on-year decrease of 17.72%, and a net profit of -54.85 million yuan, a year-on-year decline of 73.68% [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688244 证券简称：永信至诚 公告编号：2025-050 永信至诚科技集团股份有限公司 关于持股5%以上股东权益变动 触及5%刻度的提示性公告 奇安创投保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： ■ 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 ■ 2.信息披露义务人信息 ■ 3.一致行动人信息 上述信息披露义务人无一致行动人。 二、权益变动触及5%刻度的基本情况 2025年11月25日，永信至诚科技集团股份有限公司（以下简称"公司"）收到股东奇安（北京）投资管理 有限公司－北京奇安创业投资合伙企业（有限合伙）（以下简称"奇安创投"）发来的《关于权益变动触 及5%刻度的告知函》，奇安创投于2025年11月15日至2025年11月24日期间通过集中竞价和大宗交易方 式累计减持公司股份1,320,018股，占公司股份总数的0.87%，本次权益变动后，奇安创投占公司总股本 的比例由5.87%变动至5.00%，权益变动触及5% ...

每经AI快讯，永信至诚（SH 688244，收盘价：20.97元）11月25日晚间发布公告称，近日，公司收到奇 安创投出具的《减持股份结果的告知函》。在减持计划期间内，累计减持公司股票约558万股，占公司 股份总数的3.7%。本次减持计划实施完毕。 每经头条（nbdtoutiao）——688496，被证监会立案！刚上市业绩就变脸，亏损超1亿元；核心产品受重 创：第一大客户"自产自用"，减少采购 2024年1至12月份，永信至诚的营业收入构成为：网络安全行业占比100.0%。 截至发稿，永信至诚市值为32亿元。 （记者 胡玲） ...

证券日报网讯 永信至诚11月25日在互动平台回答投资者提问时表示，根据《上市公司信息披露管理办 法》等相关规则，公司会在定期报告中披露截至报告期末的股东户数，截至2025年9月30日，公司股东 户数为6011户。 ...

证券代码：688244 证券简称：永信至诚 公告编号：2025-051 永信至诚科技集团股份有限公司 关于持股5%以上股东减持股份结果公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 大股东持有的基本情况 本次减持计划实施前，奇安（北京）投资管理有限公司－北京奇安创业投资 合伙企业（有限合伙）（以下简称"奇安创投"）持有永信至诚科技集团股份有 限公司（以下简称"公司"）股份 13,129,302 股，占公司股份总数 8.70%。 | 股东名称 | 奇安创投 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他： | | | | 持股数量 | 13,129,302股 | | | | 持股比例 | 8.70% | | | 一、减持主体减持前基本情况 | 当前持股股份 | 前取得：2,383 ...