（文章来源：第一财经） 数据显示，机构本周首次关注87只个股，14股被给予目标价。 -纳芯微获国元证券给予"增持"评级，目标价207元，该股最新收盘价为172.06元； -腾景科技获国金证券给予"买入"评级，被给予目标价146.9元； -金山办公、德赛西威、大族数控、北方稀土等个股在列。 | 证券简称 | 机构名称 | 研究日期 | 最新评级 | 目标价位 | 最新收营价 | | --- | --- | --- | --- | --- | --- | | 科创新源 | 国等证券 | 10/29 | 买入 | 66.86 | 42.73 | | 威高血净 | 国会证券 | 10/28 | 买入 | 44.91 | 38.45 | | 无锡振华 | 国信证券 | 10/30 | 优于大市 | 27.71至31.69 | 22.47 | | 纳芯微 | 国元证券 | 10/29 | 增持 | 207.00 | 172.06 | | 盾安环境 | 光大证券 | 10/29 | 买人 | 20.39 | 13.79 | | 美畅股份 | 东北证券 | 10/29 | 壇持 | 20.00 | 16.66 | | 兔宝宝 ...

证券研究报告·公司深度报告 2025 年 10 月 31 日 江海证券研究发展部 消费行业研究组 分析师：张婧 执业证书编号：S1410525010001 联系人：吴雁宇 执业证书编号：S1410124010015 | 投资评级： | 买入（首次） | | --- | --- | | 当前价格: | 64.70元 | | 目标价格: | 101.82元 | | 目标期限: | 12 个月 | | 市场数据 | | | --- | --- | | 总股本(百万股) | 121.14 | | A 股股本(百万股) | 121.14 | | B/H 股股本(百万股) | -/- | | A 股流通比例(%) | 100.00 | | 12 个月最高/最低(元) | 83.80/28.04 | | 第一大股东 | 谢乾 | | 第一大股东持股比例(%) | 39.35 | | 上证综指/沪深 300 | 3986.90/4709.91 | % 1 个月 3 个月 12 个月 相对收益 -11.06 -9.25 99.91 绝对收益 -9.12 4.20 121.01 数据来源：聚源 注：相对收益与沪深 300 相比 ...

证券研究报告·公司深度报告 2025 年 10 月 31 日 江海证券研究发展部 消费行业研究组 分析师：张婧 执业证书编号：S1410525010001 联系人：吴雁宇 执业证书编号：S1410124010015 投资评级： 买入（首次） 当前价格: 64.70元 截至 2025 年三季报，公司实控人为谢乾、王烨夫妻，二者合计控制公司股权比 例为 40.74%。公司核心子公司有 2 家，分别为南京百敖软件有限公司、艾普阳 科技（深圳）有限公司。公司核心管理层整体教育背景良好，多在公司任职多 年，稳定性较好。2025 年 5 月，公司公告《卓易信息 2025 年限制性股票激励 计划（草案）》，业绩考核目标为 2025 年-2027 年 IDE 业务营业收入分别不 低于 1.45 亿元、2.80 亿元、5.00 亿元或 IDE 业务考核利润分别不低于 0.65、 1.40、3.00 亿元，且截至各考核年末 IDE 业务付费用户数累计数分别不低于 2.5 万人、15 万人、25 万人。 目标期限: 12 个月 IDE 行业正和 AI 技术深度融合。IDE 是为程序开发提供统一支持的软件应用， 通常集成代码编辑器、 ...

今日（10月31日），超76亿主力资金涌入软件开发行业，板块吸金额高居所有申万二级行业第二位，热 门ETF方面，重仓软件开发行业的信创ETF基金（562030）场内价格现涨2.14%，场内宽幅溢价，实时 溢价率达0.37%，显示买盘资金更为强势！ 成份股方面，三六零、福昕软件双双涨停，深信服涨逾11%，奇安信、星环科技、卓易信息涨超7%， 致远互联、泛微网络、亚信安全等个股跟涨。 东莞证券指出，信创产业按照"2+8+N"节奏稳步推进，正从政策驱动转向政策+市场双驱动。随着2027 年全面替代节点临近，党政信创向县乡级下沉，行业信创在金融、能源等领域加速渗透，预计2025- 2026年市场规模增速分别达17.84%和26.82%，2026年将突破2.6万亿元。超长期特别国债扩容及化债方 案落地，为信创采购提供资金保障，政府采购需求标准的细化进一步夯实替换节奏。 【扎根自主可控，护航国家安全】 聚焦信息技术自主可控领域的信创ETF基金（562030）及其联接基金（A类：024050；C类：024051） 被动跟踪的中证信创指数，覆盖基础硬件、基础软件、应用软件、信息安全、外部设备等信创产业链核 心环节，指数具备高 ...

Core Insights - The stock price of ZTE Information increased by 2.00% on October 30, reaching 66.20 CNY per share, with a market capitalization of 8.02 billion CNY [1] - The company has seen a year-to-date stock price increase of 91.87%, with a recent 5-day increase of 5.08% and a 20-day decrease of 9.32% [1] Financial Performance - For the period from January to September 2025, ZTE Information reported a revenue of 263 million CNY, representing a year-on-year growth of 8.03%, and a net profit attributable to shareholders of 44.60 million CNY, which is a significant increase of 122.02% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 74.25 million CNY, with 35.75 million CNY distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 8.61% to 8,970, while the average circulating shares per person decreased by 7.93% to 13,505 shares [2] - Notable institutional shareholders include FuGuo New Emerging Industries Stock A/B as the second-largest shareholder with 2.05 million shares, and DeBang Stable Growth Flexible Allocation Mixed A as a new shareholder with 902,200 shares [3] Business Overview - ZTE Information, established on May 12, 2008, and listed on December 9, 2019, focuses on cloud computing equipment core firmware and cloud platform technology [1] - The company's revenue composition includes 35.09% from core firmware business, 33.64% from cloud services, and 27.98% from PB business, with IoT cloud services accounting for 22.80% [1] Industry Context - ZTE Information operates within the IT services sector, specifically under the subcategory of IT services III, and is associated with concepts such as Huawei Harmony, MCP concept, and AI Agent [2]

Group 1 - The core transaction on October 29 involved a block trade of 828,700 shares of ZTE Information, with a transaction value of 48.943 million yuan, at a price of 59.06 yuan, representing a 9.00% discount to the closing price of the day [2][4] - In the last three months, ZTE Information has recorded a total of 17 block trades, with a cumulative transaction value of 114 million yuan [3] - The closing price of ZTE Information on the day of the transaction was 64.90 yuan, reflecting a decline of 3.13%, with a daily turnover rate of 4.39% and a total trading volume of 352 million yuan [3] Group 2 - The latest margin financing balance for ZTE Information is 27.9 million yuan, which has increased by 8.81 million yuan over the past five days, marking a growth of 3.26% [4] - The net outflow of main funds for ZTE Information on the day of the transaction was 33.099 million yuan, with a total net outflow of 12.807 million yuan over the past five days, despite a cumulative increase of 3.81% in the stock price during that period [3]

Core Insights - A total of 6 stocks on the STAR Market experienced block trading today, with a cumulative transaction amount of 102 million yuan [1][2] Group 1: Trading Overview - On October 29, there were 18 block trades involving 6 STAR Market stocks, with a total trading volume of 3.2987 million shares and a total transaction value of 102 million yuan [1] - The stock with the highest transaction amount was Zhuoyi Information, with a trading volume of 828,700 shares and a transaction value of 48.943 million yuan [1] - Other notable stocks in terms of transaction value included Artis and Huahai Chengke, with transaction amounts of 25.68 million yuan and 12.6162 million yuan, respectively [1] Group 2: Price and Performance Analysis - All stocks involved in block trading today were sold at a discount, with the highest discount rates observed for Dekeli, Artis, and Zhiyang Innovation, at 15.01%, 13.48%, and 10.97%, respectively [1] - The STAR 50 Index rose by 1.18% today, with 296 stocks (50.17%) in the STAR Market experiencing price increases [1] - The average increase for stocks involved in block trading was 2.80%, with Artis, Dekeli, and Huahai Chengke leading the gains at 19.97%, 2.09%, and 1.05%, respectively [1] Group 3: Institutional Participation - Among the block trades, there were 6 transactions involving institutional buyers or sellers, with the highest buying amounts for Zhuoyi Information, Huahai Chengke, and Dekeli, at 48.943 million yuan, 9.934 million yuan, and 495,000 yuan, respectively [2] - In terms of capital flow, three stocks saw net inflows from major funds, with Artis, Huahai Chengke, and Dekeli receiving net inflows of 418 million yuan, 33.355 million yuan, and 53,040 yuan, respectively [2] - Conversely, stocks like Xindong Link, Zhuoyi Information, and Zhiyang Innovation experienced net outflows, with amounts of 103 million yuan, 33.099 million yuan, and 205,770 yuan, respectively [2]

江苏卓易信息科技股份有限公司 关于控股股东、实际控制人权益变动 触及 5%刻度的提示性公告 证券代码：688258 证券简称：卓易信息 公告编号：2025-043 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | 谢乾 |  | 控股股东/实控人 | □ _____________ | 重要内容提示： 权益变动方向 比例增加□ 比例减少 权益变动前合计比例 40.7345% 权益变动后合计比例 40.0001% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否 是否触发强制要约收购义务 是□ 否 | 一致行动人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | | □ | 控股股东/实控人 | | | 宜兴中恒企业管理有 |  | 控股股东/实控人的一致 |  91320282575443603K | | 限公司 | 行动人 | | □ 不适用 | | | □ | 其他直接持股股东 | | 二、 权益变动触及 5%刻度的基本情况 江苏卓易信息科技股份有限公司（以下简称" ...

证券代码：688258 证券简称：卓易信息 江苏卓易信息科技股份有限公司 简式权益变动报告书 上市公司名称：江苏卓易信息科技股份有限公司 上市地点：上海证券交易所 股票简称：卓易信息 股票代码：688258 信息披露义务人 1：谢乾 通讯地址：江苏省宜兴市兴业路 298 号 信息披露义务人 2：宜兴中恒企业管理有限公司 住所或通讯地址：宜兴环科园兴业路 298 号 股权变动性质：股份减少 签署日期：2025 年 10 月 29 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的 公司信息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"《准 则 15 号》"）及相关法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之冲突。 三、依据《证券法》、《收购办法》、《准则 15 号》的规定，本报告书已 全面披露信息披露义务人在江苏卓易信息科技股份有限公司（以下简称"卓易信 息"、"上市公司"、"公 ...

10月29日，卓易信息大宗交易成交82.87万股，成交额4894.3万元，占当日总成交额的12.22%，成交价 59.06元，较市场收盘价64.9元折价9%。 | 胶景奉变情窗 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | 奥出营业部 | 是否为专场 | | 2025-10-29 | 卓易信息 | 688258 | 59.06 4894.3 82.87 | 机构专用 | 發酵素美醫學 | | ਨੂੰ | ...