Fortune Trend(688318)

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A股短期行情见顶了吗?机构研判来了!资金关注金融科技配置机遇,百亿ETF(159851)净申购超1亿份
Xin Lang Ji Jin· 2025-09-03 05:41
Market Overview - The market experienced a wide fluctuation after a strong opening, with the ChiNext index showing resilience but later retracting gains, raising questions about whether the A-share market has peaked in the short term [1] - Zhejiang Securities maintains that the current "systematic slow bull" trend remains healthy in the medium term, despite short-term uncertainties and increased volatility [1] - CITIC Securities indicates that A-share earnings have reached a confirmation turning point, entering a mild recovery phase, but structural differentiation is more pronounced than overall trends [1] Sector Insights - The focus remains on a balanced allocation between "large finance and broad technology," with increased attention on previously lagging sectors such as real estate and state-owned enterprises [1] - The financial technology sector is highlighted as a key area of interest, benefiting from a vibrant capital market and regulatory support for both consumer-facing and business-facing financial technology companies [3] - The computer sector's investment opportunities are primarily concentrated in financial technology, with expectations of improved performance in the second half of the year due to macroeconomic conditions easing demand-side pressures [3] Fund Performance - The financial technology ETF (159851) has seen significant interest, with a recent scale exceeding 10 billion yuan and an average daily trading volume of over 1.3 billion yuan in the past month, indicating strong liquidity [3] - The ETF is positioned to benefit from the prosperity of the capital market, with growth potential in areas such as stablecoins and domestic innovation driven by policy support [3]
深圳市财富趋势科技股份有限公司关于召开2025年第二次临时股东大会的通知
Shang Hai Zheng Quan Bao· 2025-09-02 19:41
Group 1 - The company will hold its second extraordinary general meeting of shareholders in 2025 on September 18, 2025, at 14:00 [2][5] - The meeting will take place at the conference room on the 9th floor of Building C3, Guanggu Software Park, Hongshan District, Wuhan, Hubei Province [2][5] - Shareholders can vote through the Shanghai Stock Exchange's online voting system, with voting times specified for both trading and internet platforms [3][6] Group 2 - The company has disclosed that the meeting agenda includes special resolutions and separate voting for minority investors on specific proposals [6][5] - The company will provide meeting materials on the Shanghai Stock Exchange website prior to the meeting [6] - Shareholders must register to attend the meeting, with specific documentation required for different types of shareholders [12][13] Group 3 - The company will participate in the 2025 semi-annual performance briefing for the software industry on September 11, 2025, from 15:00 to 17:00 [25][26] - The briefing will be conducted online via the Shanghai Stock Exchange's roadshow center, allowing for interactive communication with investors [25][26] - Investors can submit questions in advance and will receive responses during the briefing [25][26]
财富趋势: 关于参加2025年半年度科创板软件行业集体业绩说明会的公告
Zheng Quan Zhi Xing· 2025-09-02 16:14
证券代码:688318 证券简称:财富趋势 公告编号:2025-032 深圳市财富趋势科技股份有限公司 关于参加 2025 年半年度科创板软件行业 本次投资者说明会以线上文字互动形式召开,公司将针对 2025 年上半年度 的经营成果及财务指标的具体情况与投资者进行互动交流和沟通,在信息披露允 许的范围内就投资者普遍关注的问题进行回答。 集体业绩说明会的公告 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、准确性和完整性承担个别及连带责任。 重要内容提示: ??会议召开时间:2025 年 9 月 11 日(星期四)下午 15:00-17:00 ? 线上文字互动平台:上海证券交易所上证路演中心(网址: https://roadshow.sseinfo.com/) ? 会议召开方式:线上文字互动 ??投资者可于 2025 年 9 月 10 日(星期三)16:00 前通过电话、邮件将需要了 解和关注的问题提前提供给公司。公司将在文字互动环节对投资者普遍关注的问 题进行回答。 深圳市财富趋势科技股份有限公司(以下简称"公司")已于 2025 年 8 月 上半年度经营 ...
财富趋势: 关于召开2025年第二次临时股东大会的通知
Zheng Quan Zhi Xing· 2025-09-02 16:14
一、 召开会议的基本情况 (一) 股东大会类型和届次 (二) 股东大会召集人:董事会 证券代码:688318 证券简称:财富趋势 公告编号:2025-031 深圳市财富趋势科技股份有限公司 本公司董事会及全体董事保证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: ? 股东大会召开日期:2025年9月18日 ? 本次股东大会采用的网络投票系统:上海证券交易所股东大会网络投票 系统 (三) 投票方式:本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 (四) 现场会议召开的日期、时间和地点 召开日期时间:2025 年 9 月 18 日 14:00:00 召开地点:湖北省武汉市洪山区光谷软件园 C3 栋 9 楼会议室 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统:上海证券交易所股东大会网络投票系统 网络投票起止时间:自2025 年 9 月 18 日 至2025 年 9 月 18 日 采用上海证券交易所网络投票系统,通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段,即 9:15-9:25,9:30-11 ...
财富趋势(688318) - 关于参加2025年半年度科创板软件行业集体业绩说明会的公告
2025-09-02 11:30
深圳市财富趋势科技股份有限公司 关于参加 2025 年半年度科创板软件行业 证券代码:688318 证券简称:财富趋势 公告编号:2025-032 会议召开方式:线上文字互动 投资者可于 2025 年 9 月 10 日(星期三)16:00 前通过电话、邮件将需要了 解和关注的问题提前提供给公司。公司将在文字互动环节对投资者普遍关注的问 题进行回答。 深圳市财富趋势科技股份有限公司(以下简称"公司")已于 2025 年 8 月 30 日发布了 2025 年半年度报告,为便于广大投资者更全面深入地了解 2025 年 上半年度经营成果、财务状况,公司计划于 2025 年 9 月 11 日下午 15:00-17:00 参加上海证券交易所举办的 2025 年半年度科创板软件行业集体业绩说明会,就 投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以线上文字互动形式召开,公司将针对 2025 年上半年度 的经营成果及财务指标的具体情况与投资者进行互动交流和沟通,在信息披露允 许的范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 集体业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任 ...
财富趋势(688318) - 关于召开2025年第二次临时股东大会的通知
2025-09-02 11:30
证券代码:688318 证券简称:财富趋势 公告编号:2025-031 深圳市财富趋势科技股份有限公司 关于召开2025年第二次临时股东大会的通知 本公司董事会及全体董事保证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: 一、 召开会议的基本情况 (一) 股东大会类型和届次 2025年第二次临时股东大会 网络投票系统:上海证券交易所股东大会网络投票系统 网络投票起止时间:自2025 年 9 月 18 日 至2025 年 9 月 18 日 股东大会召开日期:2025年9月18日 本次股东大会采用的网络投票系统:上海证券交易所股东大会网络投票 系统 (二) 股东大会召集人:董事会 (三) 投票方式:本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 (四) 现场会议召开的日期、时间和地点 召开日期时间:2025 年 9 月 18 日 14:00:00 召开地点:湖北省武汉市洪山区光谷软件园 C3 栋 9 楼会议室 (五) 网络投票的系统、起止日期和投票时间。 采用上海证券交易所网络投票系统,通过交易系统投票平台的投票时间为股 ...
财富趋势(688318):2025中报点评:C端收入随市改善,成本持续优化
Changjiang Securities· 2025-09-02 10:42
Investment Rating - The investment rating for the company is "Buy" and is maintained [8]. Core Views - In the first half of 2025, the company's overall operations are stable, with C-end revenue improving as the market recovers; cost control is effective, with significant reductions in management and sales expenses; the product matrix continues to improve, and there is a deepening of AI research and innovative applications [2][11]. - The company achieved operating revenue of 133 million yuan, a year-on-year decrease of 10.0%, and a net profit attributable to shareholders of 107 million yuan, a year-on-year increase of 6.6% [6][11]. - The company is expected to benefit from the recovery of downstream demand in the context of a significant increase in market activity in Q3, while actively embracing AI technology for innovation in the financial sector, enriching the product matrix, and achieving continuous market share growth [2][11]. Summary by Sections Financial Performance - In the first half of 2025, the company achieved revenue (including investment income) and net profit attributable to shareholders of 180 million yuan and 107 million yuan, respectively, representing year-on-year increases of 3.2% and 6.6%. The net profit after deducting non-recurring items was 67 million yuan, a year-on-year decrease of 13.8% [11]. - The average daily transaction volume in the market increased by 61.1% year-on-year to 1.4 trillion yuan, leading to a recovery in C-end revenue [11]. Cost Control - The company effectively controlled costs, with sales, management, and R&D expenses amounting to 3 million, 5 million, and 40 million yuan, respectively, showing year-on-year decreases of 6.2%, 7.4%, and 3.2%. The corresponding expense ratios were 1.6%, 2.5%, and 22.3%, reflecting reductions in personnel and compensation [11]. Product Development and AI Integration - The company has completed the development and promotion of its bond terminal, supporting more derivative product data. In the field of trusted computing, the transformation of various product modules has been successfully completed [11]. - The company is continuously expanding AI product functionalities, building a platform ecosystem, and upgrading core technologies, significantly enhancing data generation quality, efficiency, and user interaction experience [11]. Future Outlook - The company is expected to achieve net profits attributable to shareholders of 320 million and 440 million yuan in 2025 and 2026, respectively, with corresponding price-to-earnings ratios of 97.2 and 69.7 times [11].
财富趋势股价涨5.51%,华宝基金旗下1只基金位居十大流通股东,持有63.93万股浮盈赚取589.48万元
Xin Lang Cai Jing· 2025-09-02 03:56
Group 1 - The core viewpoint of the news is the performance and financial details of Shenzhen Wealth Trend Technology Co., Ltd., which saw a stock price increase of 5.51% to 176.50 CNY per share, with a total market capitalization of 45.205 billion CNY [1] - The company, established on January 25, 2007, and listed on April 27, 2020, specializes in providing software solutions and information services for the securities trading industry, primarily targeting financial institutions [1] - The revenue composition of the company includes software service income at 44.78%, securities information service income at 28.94%, software sales income at 26.22%, and other income at 0.07% [1] Group 2 - From the perspective of the top circulating shareholders, the Huabao CSI Financial Technology Theme ETF (159851) increased its holdings by 20.94 thousand shares in the second quarter, now holding 63.93 thousand shares, representing 0.25% of the circulating shares [2] - The Huabao CSI Financial Technology Theme ETF has a current scale of 5.731 billion CNY and has achieved a year-to-date return of 41.19%, ranking 687 out of 4222 in its category [2] - The fund has a one-year return of 169.57%, ranking 2 out of 3781 in its category, and a since inception return of 102.1% [2] Group 3 - The fund managers of the Huabao CSI Financial Technology Theme ETF are Chen Jianhua and Cao Xucheng, with Chen having a tenure of 12 years and 258 days and a total fund size of 15.533 billion CNY [3] - During Chen's tenure, the best fund return was 155%, while the worst was -49.65% [3] - Cao has a tenure of 104 days with a fund size of 21.71 billion CNY, achieving a best return of 97.7% and a worst return of 15.95% during his tenure [3]
财富趋势(688318.SH)上半年净利润1.07亿元,同比增长6.61%
Ge Long Hui A P P· 2025-08-30 16:50
格隆汇8月29日丨财富趋势(688318.SH)发布中报,2025上半年实现营业总收入1.33亿元,同比下降 9.96%;归属母公司股东净利润1.07亿元,同比增长6.61%;基本每股收益为0.42元。 ...
深圳市财富趋势科技股份有限公司2025年半年度报告摘要
Shang Hai Zheng Quan Bao· 2025-08-30 02:46
Group 1 - The company has approved the cancellation of the supervisory board and the change of registered capital, along with amendments to the articles of association and related governance systems [27][30][32] - The company will no longer have a supervisory board, with its functions transferred to the audit committee of the board of directors [27][28] - The registered capital will increase from 182,942,480 yuan to 256,119,472 yuan following a profit distribution plan and share increase [29][30] Group 2 - The company plans to use part of the raised funds to permanently supplement working capital, amounting to 280 million yuan, which is 29.92% of the total raised funds of approximately 935.93 million yuan [9][10] - The company has proposed a new board of directors, with candidates nominated for both non-independent and independent director positions [15][16][17] - The independent director candidates have relevant qualifications and have not faced any regulatory penalties or restrictions [22][24][25]