Group 1 - The core viewpoint of the news is the significant surge in AI application stocks, with multiple companies experiencing substantial price increases, indicating a strong market interest in AI technologies [1][3]. - The recent strong performance of domestic large model companies MiniMax and Zhipu after their listings in Hong Kong signals the successful "capital closure" of domestic large models, marking the beginning of the "commercial value realization" in AI applications [3]. - Three new hotspots in the AI application field have emerged: AI for Science (AI4S), Generative Engine Optimization (GEO), and AI in healthcare, with notable developments such as OpenAI's launch of "ChatGPT Health" and the rapid user growth of "Ant Financial's" health feature [3]. Group 2 - Guojin Securities recommends four key directions in AI applications: super entry points, AI infrastructure, high growth sectors, and high barrier industries, emphasizing the commercial potential of AI technologies in various fields [4]. - The current geopolitical climate and the trend towards self-sufficiency in technology have increased the urgency for domestic innovation, supported by government initiatives and the need for national security [7]. - The 信创 ETF fund, which tracks the 中证信创 index, has seen significant price increases, reflecting strong market interest in the domestic innovation sector, particularly in software development [5][7].

融资融券数据显示，该股最新（1月9日）两融余额为3.01亿元，其中，融资余额为3.00亿元，较上一个 交易日减少1715.46万元，降幅为5.40%；融券余额为51.08万元，较上一个交易日增加25.90万元，增幅 为102.85%。近10日两融余额合计增加3132.72万元，增幅为11.62%，其间融资余额增长11.56%，融券余 额增长64.39%。 从机构评级来看，近一个月该股获1家机构买入评级。1月8日信达证券发布的研报给予公司买入评级。 （数据宝） （文章来源：证券时报网） 科创板个股中，截至发稿上涨的共有336只，涨幅在10%以上的共有25只，除卓易信息之外，涨停的还 有信科移动-U、通源环境等，下跌的有254只，跌幅较大的有仕佳光子、德科立、三生国健，分别下跌 7.36%、7.03%、6.07%。 资金面上，卓易信息上一交易日主力资金净流入7792.01万元，近5日净流入1.39亿元。 1月12日盘中科创板股卓易信息涨停，截至10:06，股价报131.88元，成交9.48亿元，换手率6.18%，振幅 11.72%。 ...

Group 1 - The core viewpoint of the news is that Zhuoyi Information's stock price increased by 10.1% to 121.00 CNY per share, with a total market capitalization of 14.658 billion CNY as of the report date [1] - Zhuoyi Information, established on May 12, 2008, and listed on December 9, 2019, focuses on cloud computing technology, with its main revenue sources being core firmware for cloud computing devices (35.09%), cloud services (33.64%), and PB business (27.98%) [1] - The company's IoT cloud services account for 22.80% of its revenue, with government and enterprise cloud services contributing 10.84% [1] Group 2 - The Hongyi Yuanfang Consumption Upgrade Mixed A Fund (006644) has increased its holdings in Zhuoyi Information by 7,000 shares, bringing its total to 47,000 shares, which represents 5.05% of the fund's net value [2] - The fund has achieved a year-to-date return of 12.71% and ranks 239 out of 9,012 in its category [2] - The fund manager, Zhang Jin, has a tenure of nearly 20 years, with the best fund return during this period being 15.55% [3]

数据宝统计，截至14:54，卓易信息成交额10.18亿元，创上市以来新高。最新股价上涨12.37%，换手率 8.37%。上一交易日该股全天成交额为7.22亿元。（数据宝） （文章来源：证券时报网） ...

Group 1 - The core viewpoint of the news is that Zhuoyi Information's stock has seen a significant increase, with a rise of 5.13% to 99.98 CNY per share, and a total market capitalization of 12.11 billion CNY [1] - Zhuoyi Information, established on May 12, 2008, and listed on December 9, 2019, focuses on cloud computing technology, with its main revenue sources being core firmware for cloud computing devices (35.09%), cloud services (33.64%), and PB business (27.98%) [1] - The company's cloud service segment includes IoT cloud services (22.80%) and government-enterprise cloud services (10.84%), with other supplementary services contributing 3.30% [1] Group 2 - From the perspective of major fund holdings, Dachen Fund has a significant position in Zhuoyi Information, with its Dachen Zhizhen Return Mixed A Fund holding 248,600 shares, representing 2.38% of the fund's net value [2] - The Dachen Zhizhen Return Mixed A Fund has a total size of 636 million CNY and has achieved a year-to-date return of 6.83%, ranking 797 out of 8827 in its category [2] - The fund manager, Du Cong, has been in charge for 5 years and 138 days, with the fund's total assets amounting to 4.436 billion CNY, achieving a best return of 84.85% during his tenure [3]

Investment Rating - The investment rating for the company is "Buy" [1] Core Insights - The release of SnapDevelop Professional Edition marks a significant upgrade in core functionalities, providing developers with an efficient and flexible development platform through intelligent tools and seamless integration [1][2] - SnapDevelop aims to lower the development threshold for enterprise applications, significantly reducing manual coding workload and shortening development cycles, with AI programming assistants capable of generating 50%-80% of code, achieving a 3-5 times efficiency improvement [2] - The company has initiated a dual-line strategy of "IDE+AI" and "AI+IDE," with SnapDevelop representing the "IDE+AI" path, and has already gained 20,000 trial users by mid-2025 [2] - The professional version is priced at 2,660 yuan per person per year, targeting team collaboration and unlocking advanced capabilities [2] - The company anticipates significant market potential for its upgraded SnapDevelop Professional Edition, with projected EPS of 0.57, 1.12, and 2.24 yuan for 2025-2027, corresponding to P/E ratios of 164.81, 84.73, and 42.11 times [2][3] Financial Summary - Total revenue is projected to grow from 320 million yuan in 2023 to 783 million yuan in 2027, with a CAGR of 42.4% [3] - Net profit attributable to the parent company is expected to increase from 56 million yuan in 2023 to 272 million yuan in 2027, reflecting a significant growth rate of 101.2% in 2027 [3] - The gross margin is forecasted to improve from 46.2% in 2023 to 54.8% in 2027, indicating enhanced profitability [3] - Return on equity (ROE) is projected to rise from 5.4% in 2023 to 23.2% in 2027, showcasing improved efficiency in generating profits from equity [3]

证券代码：688258 证券简称：卓易信息 公告编号：2026-001 江苏卓易信息科技股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动的具体情况 公司股票交易连续三个交易日内（2025 年 12 月 31 日、2026 年 1 月 5 日和 1 月 6 日）收盘价格涨幅偏离值累计超过 30%，根据《上海证券交易所交易规则》、 《上海证券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交 易异常波动情形。 二、上市公司关注并核实的相关情况 重要内容提示： 1、江苏卓易信息科技股份有限公司（以下简称"公司"）股票于连续三个 交易日内（2025 年 12 月 31 日、2026 年 1 月 5 日和 1 月 6 日）收盘价格涨幅偏 离值累计达到 30%，根据《上海证券交易所交易规则（2023 年修订）》、《上海证 券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波 动情形。 2、经公司自查，并发函问询控股股东、实际控制人及其一致行动人，截至 ...

Core Viewpoint - The stock of Zhuoyi Information has experienced an abnormal fluctuation, with a cumulative price increase of 30% over three consecutive trading days, prompting the company to clarify that there are no undisclosed significant information or changes in its operational status [1] Group 1: Stock Performance - The closing price of the company's stock on January 6, 2026, was 100.11 yuan per share [1] - The rolling price-to-earnings (P/E) ratio is 194.07, significantly higher than the average rolling P/E ratio of 70.76 for the software and information technology services industry over the past month [1] Group 2: Company Operations - The company has confirmed that there have been no significant changes in its daily operations, market environment, or industry policies [1] - There are no major contracts signed or negotiated, nor any new investment projects related to industrial transformation or upgrades [1] Group 3: Insider Trading and Market Sentiment - During the period of stock price fluctuation, the company's directors, senior management, and controlling shareholders did not engage in any buying or selling of the company's stock [1] - The company has not identified any media reports or market rumors that could significantly impact its stock price [1]

Core Viewpoint - The company announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of 30% over three consecutive trading days, indicating potential volatility in the market [1] Group 1: Stock Performance - The closing price of the company's stock on January 6 was 100.11 yuan per share [1] - The rolling price-to-earnings (P/E) ratio stood at 194.07, significantly higher than the industry average of 70.76 [1] Group 2: Company Operations - The company conducted a self-examination and confirmed that its daily operations remain unchanged, with no significant events, media reports, or market rumors affecting the stock price [1]

Market Performance - The IT services sector increased by 1.91% on January 6, with Hanxin Technology leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Top Gainers in IT Services - Hanxin Technology (code: 920092) closed at 48.89, with a significant increase of 29.99% and a trading volume of 80,900 shares, amounting to a transaction value of 348 million [1] - Guoyuan Technology (code: 920184) rose by 24.30% to close at 22.35, with a trading volume of 184,500 shares and a transaction value of 385 million [1] - Tianli Technology (code: 300399) saw a 20.01% increase, closing at 32.21, with a trading volume of 380,600 shares and a transaction value of 1.157 billion [1] Other Notable Performers - Zhaoyi Information (code: 688258) increased by 8.96% to close at 100.11, with a trading volume of 106,100 shares and a transaction value of 1.011 billion [1] - Qianfang Technology (code: 002373) rose by 8.33% to close at 12.88, with a trading volume of 1,127,800 shares and a transaction value of 1.414 billion [1] Market Trends - The IT services sector experienced a net outflow of 1.165 billion from institutional investors, while retail investors saw a net inflow of 1.893 billion [2] - The overall trading activity indicates a mixed sentiment, with institutional investors pulling back while retail investors are actively buying [2] Capital Flow Analysis - Among the top stocks, Yanshan Technology (code: 002195) had a net inflow of 328 million from institutional investors, representing 53.48% of its trading volume [3] - Dazhi Technology (code: 600589) also saw a significant net inflow of 322 million, accounting for 13.88% of its trading volume [3] - Tianli Technology (code: 300399) had a net inflow of 314 million, which is 27.11% of its trading volume [3]