金融界消息 截至2025年7月31日收盘，深桑达Ａ（000032）报收于22.52元，上涨1.26%，换手率 2.96%，成交量32.55万手，成交金额7.39亿元。 资金流向方面，今日主力资金净流入3091.75万元，占比成交额4.19%。其中，超大单净流入2909.49万 元、占成交额3.94%，大单净流入182.26万元、占成交额0.25%，中单净流出流入425.77万元、占成交额 0.58%，小单净流出3517.52万元、占成交额4.76%。 来源：金融界 深桑达A最新一期业绩显示，截至2025一季报，公司营业总收入125.45亿元、同比减少18.41%，归属净 利润3405.61万元，同比减少299.68%，扣非净利润5096.60万元，同比减少1062.93%，流动比率1.246、 速动比率1.221、资产负债率81.77%。 天眼查商业履历信息显示，深圳市桑达实业股份有限公司，成立于1993年，位于深圳市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本113795.9234万人民币，实缴资本 20765.84万人民币。公司法定代表人为陈士刚。 通过天眼查大数据分析，深圳市 ...

证券之星消息，7月31日专业工程板块较上一交易日下跌1.54%，时空科技领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。专业工程板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000032 | 深桑达A | 3091.75万 | 4.19% | 425.77万 | 0.58% | -3517.52万 | -4.76% | | 300986 | 志特新材 | 1570.44万 | 5.02% | -552.26万 | -1.76% | -1018.19万 | -3.25% | | 601133 | 柏诚股份 | 769.22万 | 7.91% | -247.97万 | -2.55% | -521.25万 | -5.36% | | 603637 | 镇海股份 | 574.78万 | 5.78% | -53.72万 | -0.54% | -5 ...

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年度A股董秘数据报告》显示，2024年A股上市公司董 秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，A股共有164家建筑装饰上市公司公开披露了董事会秘书信息。受上游房地产行业疲软影响，2024年建筑装饰上市公司整体实现营收87347.82亿 元，同比下降3.9%；归母净利润录得1714.72亿元，较2023年下滑16.0%，不到三成公司营收、净利双增。 据不完全统计，2024年建筑装饰上市公司共有18位董秘出现违规情况。郑中设计的董秘王小颖年薪高达115.11万元，2024年2月因虚报独立董事信息而收到 深圳证监局警示函。苏交科的董秘潘岭松和百利科技（维权）的董秘李良友任职期限均超过10年，潘岭松因虚报独立董事信息而被出具警示函，并计入证券 期货市场诚信档案；李良友则由于重大诉讼、仲裁事项未及时披露而被监管警示。 | 公司名称 | 董秘 | 处罚类型 | | --- | --- | --- | | 文科股份 | 莫静 ...

Group 1 - The "Regulations on Government Data Sharing" will be implemented on August 1, 2025, aiming to enhance the security, order, and efficiency of government data sharing, thereby improving digital governance and public service effectiveness [1] - The regulations fill a legislative gap in China's government data sharing sector and establish a clear management system, addressing the "data island" issue [1] - The regulations are expected to significantly benefit the government data market by optimizing sharing processes and improving data supply efficiency [1] Group 2 - Companies involved in public data authorized operations include China Mobile, China Telecom, China Unicom, Deep Sanda A, Yihualu, Taiji Co., and Guangdian Yuntong [2] - In the financial services sector, companies such as Hengsheng Electronics and Zhongke Ruankai are noted [2] - In the trade and circulation sector, Shanghai Steel Union is mentioned, while in healthcare, companies like Zhongke Jiangnan, Chuangye Huikang, Jiuyuan Yinhai, and Wanda Information are highlighted [2] - In transportation, Shenzhou Holdings and COSCO Shipping Technology are identified [2]

深桑达A最新一期业绩显示，截至2025一季报，公司营业总收入125.45亿元、同比减少18.41%，归属净 利润3405.61万元，同比减少299.68%，扣非净利润5096.60万元，同比减少1062.93%，流动比率1.246、 速动比率1.221、资产负债率81.77%。 金融界消息 截至2025年7月30日收盘，深桑达Ａ（000032）报收于22.24元，下跌3.01%，换手率2.7%， 成交量29.71万手，成交金额6.71亿元。 资金流向方面，今日主力资金净流出5347.38万元，占比成交额7.97%。其中，超大单净流出553.31万 元、占成交额0.83%，大单净流出4794.07万元、占成交额7.15%，中单净流出流入3675.83万元、占成交 额5.48%，小单净流入1671.54万元、占成交额2.49%。 天眼查商业履历信息显示，深圳市桑达实业股份有限公司，成立于1993年，位于深圳市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本113795.9234万人民币，实缴资本 20765.84万人民币。公司法定代表人为陈士刚。 来源：金融界 通过天眼查大数据分析，深圳市 ...

证券之星消息，7月29日专业工程板块较上一交易日上涨0.58%，深桑达Ａ领涨。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。专业工程板块个股涨跌见下表： 从资金流向上来看，当日专业工程板块主力资金净流出1.64亿元，游资资金净流入6211.68万元，散户资 金净流入1.02亿元。专业工程板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603163 | 圣晖集成 | 29.48 | -1.67% | 1.05万 | 3106.14万 | | 6038509 | 百利科技 | 5.22 | -1.14% | 15.11万 | 7873.09万 | | 605289 | 爱曼股份 | 36.11 | -1.04% | 4.05万 | 1.51亿 | | 002541 | 鸿路钢构 | 18.80 | ...

Core Insights - The Central State-Owned Enterprises Innovation-Driven Index (000861) has shown a 0.31% increase as of July 29, 2025, with notable stock performances from companies like Changfei Fiber (9.58% increase) and China Railway Construction Heavy Industry (5.43% increase) [3] - The Central State-Owned Enterprises Innovation-Driven ETF (515900) has risen by 0.32%, with a recent price of 1.55 yuan, and has accumulated a 3.77% increase over the past two weeks [3] - Market consensus remains focused on "low valuation cycle recovery" and "technology growth industry trends," with sector rotation intensifying [3] Performance Metrics - The Central State-Owned Enterprises Innovation-Driven ETF has seen a significant scale increase of 1.16 billion yuan over the past two weeks, ranking in the top quarter among comparable funds [4] - The ETF's net value has increased by 11.25% over the past year, with a maximum monthly return of 15.05% since inception [4] - The ETF has a year-to-date relative drawdown of 0.08%, with the fastest recovery time among comparable funds at 105 days [5] Fee and Tracking Precision - The management fee for the Central State-Owned Enterprises Innovation-Driven ETF is 0.15%, and the custody fee is 0.05%, both of which are the lowest among comparable funds [5] - The ETF has a tracking error of 0.038% over the past five years, indicating the highest tracking precision among comparable funds [5] Index Composition - The Central State-Owned Enterprises Innovation-Driven Index comprises 100 representative listed companies evaluated for innovation and profitability, with the top ten weighted stocks accounting for 34.87% of the index [5]

Market Overview - The Shanghai Composite Index closed at 3595.19 points, slightly down by 0.08%, and remains above the six-month moving average [1] - The total trading volume of A-shares reached 1,145.862 billion yuan [1] Stocks Performance - A total of 44 A-shares have surpassed the six-month moving average today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Hexin Instrument (17.10%) - Dekeli (16.12%) - Lais Information (7.54%) [1] - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Junda Co., Ltd. - Taihe Intelligent - Aikodi [1] Notable Stocks - Hexin Instrument (688622) saw a price increase of 20.00% with a turnover rate of 3.28% [1] - Dekeli (688205) increased by 17.49% with a turnover rate of 23.70% [1] - Lais Information (688631) rose by 7.96% with a turnover rate of 7.58% [1] - Other notable stocks include: - Xinganjiang (873167) up by 13.11% - Anpeilong (301413) up by 10.81% [1] Additional Stocks with Positive Movement - Other stocks with positive movement include: - Haiziwang (301078) up by 4.48% - Naxinwei (688052) up by 7.92% - Tianzhun Technology (688003) up by 4.52% [1]

截至7月22日收盘，智谱AI概念下跌1.60%，位居概念板块跌幅榜前列，板块内，优刻得、中科金财、 光云科技等跌幅居前，股价上涨的有7只，涨幅居前的有海天瑞声、中集集团、深桑达A等，分别上涨 2.79%、1.60%、1.04%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 雅下水电概念 | 11.77 | MLOps概念 | -1.80 | | 民爆概念 | 6.04 | 智谱AI | -1.60 | | 水泥概念 | 4.58 | 华为盘古 | -1.56 | | 抽水蓄能 | 3.89 | 快手概念 | -1.31 | | 煤炭概念 | 3.83 | AI PC | -1.27 | | 特钢概念 | 3.26 | 数字水印 | -1.25 | | 水利 | 2.94 | 华为昇腾 | -1.20 | | 房屋检测 | 2.90 | 语音技术 | -1.19 | | 猪肉 | 2.86 | ERP概念 | -1.17 | | 高压氧舱 | 2.63 | 财税数字化 | -1.17 | 资金面上看，今日智 ...

Investment Rating - The investment rating for the company is "Buy-A" with a target price of 23.30 CNY for the next six months, indicating a potential upside from the current price of 21.34 CNY [5]. Core Insights - The report highlights the strategic partnership between China Electronics Cloud and Muxi Integrated Circuit (Shanghai) Co., Ltd., aimed at enhancing AI capabilities and supporting the development of China's AI industry ecosystem [1][3]. - Despite an increase in net profit loss compared to the previous year, the digital and information services segment, represented by China Electronics Cloud, has shown growth in new contract signings, particularly for self-developed products, leading to a reduction in operational losses [1][2]. - The company is positioned as a key player in the digital infrastructure and data resource system, focusing on critical industries such as defense, energy, finance, and public services [2]. Financial Performance Summary - The projected revenues for the company from 2025 to 2027 are 691.80 billion CNY, 724.27 billion CNY, and 760.05 billion CNY, respectively, with net profits expected to be 4.42 billion CNY, 5.73 billion CNY, and 6.98 billion CNY [10]. - The company’s revenue growth rates are forecasted at 10.2% for 2023, 19.7% for 2024, and a more modest 2.7% for 2025, indicating a potential slowdown in growth [13]. - The net profit margin is projected to improve from 0.6% in 2023 to 0.9% by 2027, reflecting an upward trend in profitability [13]. Market Position - China Electronics Cloud ranks among the top five providers in the intelligent computing service market and is recognized as a leader in the government cloud market in China [2]. - The company is actively promoting AI technology applications across various sectors, including government, public security, healthcare, and transportation, with specific models developed for these industries [4][9].