Core Points - The core viewpoint of the news is the announcement of the contract for the upgrade project of the medical insurance direct connection in Tai'an, which has been awarded to Shanda Diwei Software Co., Ltd. [1][2] Company Summary - Shanda Diwei Software Co., Ltd. has invested in a total of 8 enterprises and participated in 4,378 bidding projects [1]. - The company holds 228 trademark registrations, 218 patents, and 524 copyright registrations, along with 14 administrative licenses [1]. Project Details - The procurement was conducted by the Tai'an Medical Insurance Bureau, with Shanda Diwei Software Co., Ltd. being the awarded supplier [2]. - The contract amount for the project is 861,000 [2]. - The project is located in Shandong Province and was published on October 23, 2025 [2].

Core Viewpoint - The control change plan for Shanda Diwei (688579) has been finalized, with the controlling shareholder shifting from Shanda Capital to Shandong High-speed Group, and the actual controller changing from Shandong University to the State-owned Assets Supervision and Administration Commission of Shandong Province [1][5]. Control Change - Shanda Capital plans to transfer 24.59% of its shares in Shanda Diwei to Shandong High-speed Group without compensation, retaining 4.99% of the shares post-transfer [5]. - The control change process began on April 10, 2023, in response to national policies regarding the reform of enterprises affiliated with universities [5]. - Shanda Diwei's main business includes smart human resources, smart medical insurance, and intelligent electricity usage, with revenue primarily from government departments and institutions [5]. Financial Performance - In the first half of the year, Shanda Diwei achieved revenue of 209 million, a year-on-year increase of 0.46%, and a net profit attributable to shareholders of 19.77 million, a decrease of 5.18% compared to the previous year [5]. - Since the announcement of the control change plan, Shanda Diwei's stock price has increased by 26%, with a current market capitalization of 4.6 billion [5]. Industry Reform - The reform of enterprises affiliated with universities has been ongoing since 2018, with several universities, including Tsinghua University and Fudan University, actively pursuing asset divestiture [6]. - Shandong University is further advancing this reform, with another company, Ouma Software, also planning to transfer 25.82% of its shares to a state-owned investment holding company [6]. Talent and Innovation - Shanda Diwei benefits from a strong talent pool, including 8 professors and 6 doctoral supervisors, as well as several innovation platforms and collaborations with top universities [6]. - The company has established multiple research centers and platforms for technology transfer and collaboration, enhancing its business capabilities [6]. Operational Stability - The company has stated that the share transfer will not affect its normal production and operations, which are currently stable [7].

Core Viewpoint - The control change plan for Shanda Diwei (688579) has been finalized, with the controlling shareholder shifting from Shanda Capital to Shandong Expressway Group, and the actual controller changing from Shandong University to the State-owned Assets Supervision and Administration Commission of Shandong Province [2][6]. Group 1: Control Change Details - Shanda Capital plans to transfer 24.59% of its shares in Shanda Diwei to Shandong Expressway Group without compensation, retaining 4.99% of the shares post-transfer [6]. - The control change planning began on April 10, 2023, in response to national policies on the reform of enterprises affiliated with universities [6]. - The stock price of Shanda Diwei has increased by 26% since the announcement of the control change plan, with a current market capitalization of 4.6 billion [6]. Group 2: Business Performance - In the first half of the year, Shanda Diwei achieved revenue of 209 million, a year-on-year increase of 0.46%, and a net profit attributable to shareholders of 19.77 million, a decrease of 5.18% compared to the same period last year [6]. - The company primarily serves government departments, medical institutions, and social enterprises, focusing on smart human resources, smart medical insurance, and intelligent electricity usage [6]. Group 3: Industry Context - The reform of university-affiliated enterprises has been ongoing since 2018, with several universities, including Tsinghua University and Fudan University, actively divesting assets [7]. - Shanda Diwei benefits from a strong talent pool, including 8 professors and 6 doctoral supervisors, and has established multiple innovation platforms in collaboration with institutions like Nanyang Technological University [7]. - The company emphasizes the transformation and empowerment of cutting-edge technologies into its business through collaborative research projects [7]. Group 4: Operational Stability - Shanda Diwei has stated that the share transfer will not affect its normal production and operations, which are currently stable [8].

证券代码：688579 证券简称：山大地纬 公告编号：2025-022 山大地纬软件股份有限公司 关于控股股东、实际控制人拟变更暨股东权益变动的提示性 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。 重要提示： 1、山大地纬软件股份有限公司（以下简称"公司"或"山大地纬"）实际控 制人山东大学、山东省人民政府国有资产监督管理委员会（以下简称"山东省国 资委"）、划入方山东高速集团有限公司（以下简称"山东高速集团"）、划出方山 东山大资本运营有限公司（以下简称"山大资本"）于2025年10月24日签订《无 偿划转协议》，山大资本将其持有的公司24.59%股份无偿划转给山东高速集团。 2、若本次无偿划转顺利完成，公司控股股东、实际控制人将发生变化，控 股股东由山大资本变更为山东高速集团，实际控制人由山东大学变更为山东省国 资委。 4、本次无偿划转不触及要约收购。 5、本次无偿划转实施尚需取得各方有权监管机构审批、上海证券交易所对 本次股份转让的合规性确认，并需在中国证券登记结算有限责任公司办理完成股 份登记过户手续，相关 ...

Core Viewpoint - Shandong University and Shandong Provincial State-owned Assets Supervision and Administration Commission have signed a free transfer agreement, resulting in a significant change in the company's controlling shareholder and actual controller [1] Group 1 - The actual controller of the company, Shandong University, will change to Shandong Provincial State-owned Assets Supervision and Administration Commission [1] - The company’s controlling shareholder will shift from Shanda Capital to Shandong High-speed Group following the transfer of 24.59% of shares [1] - The share transfer agreement is set to be executed on October 24, 2025 [1]

Group 1 - The core point of the article is that Shanda Diwei Software Co., Ltd. has won a bid for the Qingdao Medical Insurance "Smart Office" construction project, with a bid amount of 780,000 [2] - The project was announced by the Qingdao Medical Insurance Bureau on October 21, 2025 [2] - Shanda Diwei Software has participated in 4,347 bidding projects and has invested in 8 companies [1][2] Group 2 - The company holds 228 trademark registrations, 211 patents, and 523 copyright registrations [1] - Additionally, Shanda Diwei Software has 14 administrative licenses [1]

Core Viewpoint - The AI Fund Yongying State-Owned Enterprise Opportunity Selection Mixed Fund A (023824) reported a profit of 886,700 yuan for Q3 2025, with a weighted average profit per fund share of 0.0105 yuan, indicating a net value growth rate of 1.05% during the reporting period [3]. Fund Performance - As of the end of Q3 2025, the fund's scale was 84.97 million yuan, with a unit net value of 0.975 yuan as of October 21 [3]. - The fund manager, Wang Wenlong, currently manages three funds [3]. Investment Strategy - The fund's investment strategy focuses on "valuation reconstruction + growth breakthrough," with three main areas of emphasis: 1. High-quality state-owned enterprises undergoing asset integration and upgrades, particularly those with opportunities for value reassessment through asset injection [3]. 2. Technology innovation-driven state-owned enterprises, focusing on leading stocks with attributes of industrial chain leaders in new productivity directions [3]. 3. Stable holding positions in core assets [3]. Top Holdings - As of the end of Q3 2025, the fund's top ten holdings included: 1. Dongli New Science 2. Yandong Micro 3. Northern Huachuang 4. Kaipu Cloud 5. Huahong Semiconductor 6. AVIC Shenyang Aircraft 7. Shanda Diwei 8. Guodun Quantum 9. Zhongke Shuguang 10. GF Securities [3].

Market Overview - The software development sector increased by 1.31% on the previous trading day, with Pinming Technology leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Top Performers - Pinming Technology (6018889) closed at 144.00, up 9.51% with a trading volume of 45,800 lots and a transaction value of 632 million [1] - Longsoft Technology (688078) closed at 31.16, up 5.63% with a trading volume of 24,800 lots [1] - Shanda Diwei (688579) closed at 11.48, up 3.61% with a trading volume of 93,300 lots [1] Underperformers - Qilin Xinan (688152) closed at 49.53, down 3.26% with a trading volume of 30,700 lots [2] - ST Dongtong (300379) closed at 2.28, down 2.15% with a trading volume of 595,700 lots [2] - Shengbang Security (688651) closed at 38.82, down 1.99% with a trading volume of 22,300 lots [2] Capital Flow - The software development sector experienced a net outflow of 135 million from institutional investors and 523 million from speculative funds, while retail investors saw a net inflow of 658 million [2] - Notable net inflows from retail investors were observed in stocks like Zhinanzhen (300803) with 202 million [3] Individual Stock Capital Flow - Zhinanzhen (300803) had a net inflow of 202 million from institutional investors, while it faced a net outflow of 75.58 million from speculative funds [3] - Tonghuashun (300033) saw a net inflow of 125 million from institutional investors, with a net outflow of 23.33 million from speculative funds [3] - Dahan Technology (600288) had a net inflow of 38.63 million from institutional investors, but a net outflow of 46.73 million from retail investors [3]

山大地纬软件股份有限公司 2025 年第一次临时股东大会 山大地纬软件股份有限公司 2025 年第一次临时股东大会会议资料 股票简称：山大地纬 股票代码：688579 2025 年 10 月 30 日 山大地纬软件股份有限公司 2025 年第一次临时股东大会 目 录 | 2025 | 年第一次临时股东大会会议须知 2 | | --- | --- | | 2025 | 年第一次临时股东大会会议议程 4 | | 2025 | 年第一次临时股东大会会议议案 5 | | | 议案一：关于取消监事会并修订《公司章程》的议案 5 | | | 议案二：关于修订、制定公司部分治理制度的议案 6 | 1 山大地纬软件股份有限公司 2025 年第一次临时股东大会 山大地纬软件股份有限公司 2025 年第一次临时股东大会会议须知 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证 大会的顺利进行，根据《中华人民共和国公司法》（以下简称《公司法》）、《中 华人民共和国证券法》（以下简称《证券法》）、《上市公司股东大会规则》以 及《山大地纬软件股份有限公司章程》（以下简称《公司章程》）、《山大地纬 软件股份有限公司股东 ...

Group 1 - The report highlights that national top-level policies are guiding the rapid development of six key areas in "AI+ applications" as outlined in the State Council's opinion released on August 26, 2025 [2][8] - The six key areas include "AI+" in scientific technology, industrial development, consumer quality enhancement, public welfare, governance capabilities, and global cooperation [2][8] - By 2027, it is expected that AI will be widely integrated into these six areas, with the application penetration rate of new intelligent terminals exceeding 70% [9] Group 2 - The report identifies 50 representative stocks across A-shares, Hong Kong stocks, and US-listed Chinese companies that are actively engaged in "AI+ applications" within the six key areas [3] - Key recommended stocks include: - Shuanghuan Transmission (002472.SZ) for AI+ industrialization and intelligent robotics - Orbbec (688322.SH) for AI+ hardware - Shengye (6069.HK) for AI+ supply chain finance [3] - Stocks to watch include: - Xindong Company (2400.HK) for AI+ gaming - Huazhu Gaoke (688433.SH) for AI+ intelligent manufacturing - Guodun Quantum (688027.SH) for AI+ quantum technology [3] Group 3 - The report elaborates on the "AI+" scientific technology direction, which includes accelerating scientific discovery processes, driving innovation in technology research and development models, and innovating social science research methods [12][17][24] - Specific companies mentioned in the "AI+" scientific technology sector include: - iFlytek (002230.SZ) focusing on AI core technology and applications in various fields [13] - Zhongke Shuguang (603019.SH) emphasizing AI-driven digital infrastructure [13] - BGI Genomics (688114.SH) integrating AI into life sciences [13] Group 4 - The "AI+" industrial development direction aims to cultivate new intelligent native models and promote the intelligent transformation of traditional industries [28] - Companies highlighted in this sector include: - Daotong Technology (688208.SH) for AI+ automotive diagnostics [30] - Dingjie Smart (300378.SZ) for AI+ manufacturing digitalization [30] - Huichan Co., Ltd. (688500.SH) for AI+ data intelligence [30] Group 5 - The "AI+" consumer quality enhancement direction focuses on expanding service consumption scenarios and improving the quality of life services [49] - Companies in this area include: - Xindong Company (2400.HK) for AI+ gaming [51] - Giant Network (002558.SZ) integrating AI into core gaming products [51] - Perfect World (002624.SZ) utilizing AI tools in game development [51]