资金流向方面，主力资金净流出132.13万元，大单买入242.79万元，占比6.95%，卖出374.93万元，占比 10.73%。 神州信息今年以来股价涨21.43%，近5个交易日跌4.16%，近20日涨3.11%，近60日涨1.57%。 今年以来神州信息已经5次登上龙虎榜，最近一次登上龙虎榜为3月26日。 资料显示，神州数码信息服务集团股份有限公司位于北京市海淀区西北旺东路10号院东区18号楼神州信 息大厦，成立日期1996年11月18日，上市日期1994年4月8日，公司主营业务涉及金融信创业务、基于 5iABCDs的智能金融业务、跨行业融合的场景金融业务。主营业务收入构成为：软件开发及技术服务 65.72%，系统集成34.22%，其他(补充)0.06%。 神州信息所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：信创概念、DeepSeek概 念、区块链、国产软件、网络安全等。 9月9日，神州信息盘中下跌2.02%，截至09:39，报13.60元/股，成交3493.63万元，换手率0.26%，总市 值132.71亿元。 截至6月30日，神州信息股东户数8.83万，较上期增加8.15%；人均流 ...

Group 1: Overseas Strategy Research - The current AH premium level still has some room to decline, with the narrowing mainly contributed by traditional industries. Traditional industries like real estate and banking still have room for further narrowing, while emerging industries such as semiconductors and hardware are expected to see a gradual narrowing in the future. A-share first-listed companies have a greater downward space for AH premium [3]. Group 2: Strategy Special Report - The structural recovery continues, with AI + overseas expansion being the core prosperity clues in the second-quarter reports. The performance growth of all A non-financial oil and petrochemical (All A two non) slowed down in 25Q2, but the prosperity clues within the technology growth sector accelerated their spread. The global AI industry resonance and overseas expansion are the core prosperity clues. Mid-cap growth stocks have outstanding performance growth, and the prosperity of hard technology and non-banking sectors is dominant [5][6]. Group 3: Industry Strategy - Comprehensive - Interferon α1b, suitable for the Chinese population, has the advantages of low antigenicity and few adverse reactions. It can be used for common viral diseases and malignant tumors, especially in children. The market is mainly in China and India, with a good competitive landscape. Some injections have been included in the medical insurance, and future demand is expected to increase [10]. Group 4: Industry Tracking Report - Military - The military parade demonstrated the high prosperity of the military industry. New and advanced military equipment was showcased, reflecting China's military technological innovation and strategic deterrence capabilities. The industry demand is highly certain, and with the acceleration of reform and innovation, it is expected to maintain high prosperity. Recommended stocks include AVIC Shenyang Aircraft, AVIC Optoelectronics, etc. [13][14][15]. Group 5: Industry Special Research - Household Appliances - The domestic subsidy effect continues, but the marginal effect is decreasing, and the tariff impact on exports is expected to ease. The overseas revenue proportion of the household appliance sector is increasing, and many companies are expanding into new fields. The performance of some companies in Q2 exceeded expectations, mainly in small household appliances and cleaning appliances. Four investment lines are recommended [18][19][20]. Group 6: Industry Strategy - Textile and Apparel - In 2025, the cumulative export of textiles and clothing in China and Vietnam increased year-on-year. In Q2, the revenue growth of many companies slowed down or declined, and the profit margin was under greater pressure. The short-term tariff impact will end at the end of the year, and future order prosperity is the core variable. Recommended stocks include Bailong Eastern, Jiuxing Holdings, etc. [25][26][27]. Group 7: Industry Tracking Report - Social Services - The investment view recommends AI applications, new retail and renovation, and emotional and experiential consumption stocks. The performance of the retail and consumer service sectors last week was ranked 9th and 14th respectively. Key industry information and company announcements were updated [29][30][31]. Group 8: Industry Semi-annual Report - Textile and Apparel - In 25H1, the Hong Kong stock sports sector led the industry in revenue and net profit growth, while the A-share brand performance was divided. The market expectations for brands after the semi-annual reports were mostly revised downwards, but the sports sector showed more resilience. Four investment lines are recommended [34][35][37]. Group 9: Industry Weekly Report - Petroleum - This week, crude oil trading returned to fundamental factors. The probability of interest rate cuts in the US has increased in the medium and long term, and the demand for crude oil has weakened. Recommended stocks include Xin凤鸣, Tongkun Co., Ltd., etc. [39]. Group 10: Company Semi-annual Report Comment - Quicktron Intelligent - The company achieved steady growth in 25H1, with high growth in contract liabilities laying a foundation for future growth. Benefiting from the high prosperity of the downstream AI industry, the demand for its main business continues to grow. The TCB prototype is expected to be launched within this year, expanding the semiconductor packaging map [40][41][42]. Group 11: Company Semi-annual Report Comment - Runhe Software - In 2025H1, the company's non-recurring profit increased significantly, and the intelligent IoT business maintained high prosperity. The company is making efforts in open-source Hongmeng, open-source Euler, and enterprise-level AI to create new driving forces, and is building an AI full-stack technology system [44][45][46]. Group 12: Overseas Report - China Everbright Holdings - The company is a leader in the private equity industry, with both the asset and liability sides showing improvement inflection points. It focuses on technological innovation and is gradually entering the harvest period. A "buy" rating is given for the first coverage, with a target price of HK$14.18 [49][50][51]. Group 13: Company First Coverage - Hanbell Precise Machinery - The company is a leader in the compressor industry, with healthy operating indicators and strong cash flow generation ability. The demand for data centers is surging, and the demand for magnetic levitation compressors is expanding. The company is expected to benefit from the industry's development, and a "buy" rating is given for the first coverage [54][55][56]. Group 14: Company Semi-annual Report Comment - Ruijie Networks - The company's data center business accounts for more than 50% of its revenue, showing strong income elasticity. The net profit margin shows an inflection point trend, and the expense ratio has decreased. A "buy" rating is maintained, with an upward adjustment of the performance forecast [59][60][61]. Group 15: Company Semi-annual Report Comment - Zhonggong International - The company's semi-annual report shows a decline in net profit but an improvement in gross profit margin and cash flow. Newly signed contracts increased by 33%. It has technical and brand advantages in细分 fields, and its investment and operation business in engineering has achieved multi-point breakthroughs. A "buy" rating is maintained [62][63][64]. Group 16: Company Semi-annual Report Comment - Jiuli Special Material - The company's overseas revenue exceeded domestic revenue in the first half of 2025, indicating significant international development achievements. The composite pipe orders were released, and the welding pipe gross profit margin decreased. The power equipment industry is booming, and the alloy company continues to grow. A "buy" rating is maintained [68][69][70]. Group 17: Company Semi-annual Report Comment - MEI Airtech - The company's operation is stable, and its performance is growing steadily. It actively responds to the overseas expansion of new energy and accelerates global layout to expand downstream markets. Solid-state batteries require higher cleanliness, and the company's clean equipment is expected to benefit first. A "buy" rating is maintained [72][73][74]. Group 18: Company Semi-annual Report Comment - Haimuxing - The company's performance was under pressure in 25H1, but it is expected to improve in the future. Its globalization strategy has achieved remarkable results, and its non-lithium battery business is advancing steadily. With sufficient orders, it has strong performance elasticity. A "buy" rating is given [77][78][79]. Group 19: Company First Coverage - FAW Jiefang - The company is a leading enterprise in China's commercial vehicle industry. Its 2025 semi-annual report was under pressure, but with the recovery of the domestic and overseas markets, its profitability is expected to improve. It is accelerating overseas layout to enhance its profitability. A "buy" rating is given for the first coverage [80][81][83]. Group 20: Company Semi-annual Report Comment - Shenzhou Information - The company's revenue increased steadily in the first half of 2025, and its profit in Q2 significantly reduced losses. Its financial software and service business grew steadily against the trend, and its large customer strategy achieved remarkable results. It has deeply explored the "AI + finance" application, and two strategic products have been implemented in scenarios. A "buy" rating is maintained [84][85][86]. Group 21: Company Semi-annual Report Comment - SAIC Motor - The company's reform results are emerging, and its performance is stabilizing and rebounding. The Huawei project is progressing smoothly, and the first model of the SAIC Shangjie brand is worth looking forward to. A "buy" rating is maintained [89][90]. Group 22: Company Semi-annual Report Comment - China World Trade Center - The company's revenue and profit decreased year-on-year in 2025H1, and the rent and occupancy rate of each business format fluctuated. The China World Trade Center supports its core revenue. A "buy" rating is maintained [92][93][94].

神州信息（000555.SZ） 2025年半年度业绩说明会 行业领先 权威奖项 标准引领 • 核心业务NO.1 • 渠道管理NO.1 • 开放银行NO.1 • 2025人工智能科技 企业TOP50 卓越服务商Top50 • 发布各类标准76项 • 在研各类标准109项 • 中国金融科技行业 • 连续四年入选央行 "领跑者"计划 同比增长 36.06 同比增长 26.28% 同比增长 17.79% 国有大行和股份制银行 签约总额 国有大行和股份制银行 收入 前十大客户签约总额 大行客户农信客户海外客户 金融科技软服签约 2.6 18亿+ 金融科技软服收入 3.2 16亿+ 金融软服持续深耕大行战略 金融软服 不断稳步发展 业务类 渠道类 核心业务 信贷 支付 中间业务 数据治理 资产负债 监管报送 风险管理 管理类 架构类 数字银行 电子渠道 财资与现金管理 开放银行 企业微服务平台 企业服务总线 管理架构平台 …… 业务类解决方案丨核心产品线 2025年半年度推进情况 重要案例 安全 保障业务连续性 海量 化"集中"为"分散" 积木式的银行金融服务创新能力 用分布式技术支撑银行业务 高速增长下的安全与稳定 分 ...

证券代码：000555 证券简称：神州信息 神州数码信息服务集团股份有限公司投资者关系活动记录表 编号：20250902 投资 者关 系活 动类 别 □特定对象调研 □分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑其他（电话会议） 参与 单位 名称 及人 员姓 名 国泰海通证券 杨 林 国泰海通证券 张盛海 中信建投证券 张 敏 中金公司 王倩蕾 国投证券 夏瀛韬 国信证券 云梦泽 金鹰基金 陈 颖 施罗德交银 付海宁 新华养老 肖 遥 光大资产 张丹彧 华夏久盈 桑永亮 杭银理财 刘艾珠 前海再保险 孟留锋 博润银泰投资 尚方建 绿色发展基金 周 松 前海旭鑫资产 李凌飞 陆家嘴国际信托 江 坤 睿扬投资 屈 霞 尚诚资产 黄向前 Marco Polo Pure China Fund Chris Tang Ten Asset Management Limited Martin Chien 时间 2025 年 09 月 02 日 15:30-16:30 地点 北京市海淀区西北旺东路 10 号院中关村软件园二期东区 18 号神州信息大厦 （网络直播+电话会议） 上市 公司 接待 人 ...

Core Viewpoint - The stock of Shenzhou Information has shown a mixed performance in recent trading sessions, with a year-to-date increase of 22.68% but a recent decline of 9.90% over the last five trading days [1][2]. Group 1: Stock Performance - As of September 5, Shenzhou Information's stock price was 13.74 CNY per share, with a market capitalization of 13.407 billion CNY [1]. - The stock has experienced a trading volume of 2.30 billion CNY and a turnover rate of 1.74% [1]. - Year-to-date, the stock has risen by 22.68%, while it has decreased by 9.90% in the last five trading days [1]. Group 2: Financial Performance - For the first half of 2025, Shenzhou Information reported a revenue of 4.423 billion CNY, reflecting a year-on-year growth of 7.98% [2]. - The company recorded a net profit attributable to shareholders of -963.796 million CNY, a decrease of 25.93% compared to the previous year [2]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Shenzhou Information was 88,300, an increase of 8.15% from the previous period [2]. - The average number of circulating shares per shareholder was 11,008, which decreased by 7.56% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with notable changes in their holdings [3].

Group 1: Company Overview - Hanbell Precise Machinery - Hanbell Precise Machinery is a leading company in the compressor industry, benefiting from the high growth demand in downstream AIDC construction, with its magnetic levitation compressor products expected to see significant sales growth [2][25] - The company has achieved a compound annual growth rate (CAGR) of 17.1% in revenue from 2014 to 2024, with a projected net profit margin of 23.5% and a return on equity (ROE) of 21.77% in 2024, indicating strong operational health [3][28] - The company’s operating cash flow for the first half of 2025 was 410 million, accounting for 27.4% of its revenue, showcasing its strong cash flow generation capability [3][28] Group 2: Market Demand and Trends - The demand for magnetic levitation compressors is expanding due to the surge in data center construction driven by AI applications, with liquid cooling becoming the mainstream cooling technology [4][29] - The estimated market demand for magnetic levitation centrifugal compressors for 100,000 GB300 cabinets is approximately 14.3 billion, highlighting the significant market potential [4][29] - Hanbell is positioned as a leader in the magnetic levitation compressor market, accelerating the import substitution process in the data center cooling market, with production capacity established in multiple regions including Shanghai, Taiwan, Vietnam, the US, and Europe [4][29] Group 3: Industry Insights - Wholesale and Retail - The wholesale and retail industry is expected to benefit from rising gold prices, with the gold and jewelry sector showing low valuations and strong domestic demand support [6][7] - The anticipated increase in gold prices is expected to enhance the sales elasticity of gold jewelry brands, particularly those with a high proportion of sales from investment gold [7][8] - The industry is projected to see a steady net increase in channel expansion despite market challenges, with brands that focus on investment gold and high-value products likely to outperform [7][8] Group 4: Industry Insights - Military Industry - The military industry is experiencing high prosperity, as demonstrated by the recent military parade showcasing new equipment, reflecting China's military technology innovation and strategic deterrence capabilities [11][12] - The focus on modernizing military equipment is expected to drive long-term growth in the military sector, with increased defense spending anticipated due to rising geopolitical tensions [13][21] - Key military companies are expected to benefit from this trend, with recommendations for investment in companies such as AVIC and North Navigation [13][21] Group 5: Overseas Strategy Insights - The current AH premium level has potential downward space, primarily driven by traditional industries, with real estate and banking sectors still having room for premium contraction [10][18] - Emerging industries like semiconductors and hardware are also expected to see a gradual narrowing of AH premiums, indicating a shift in market dynamics [10][18]

Investment Rating - The investment rating for the company is "Accumulate" with a target price of 18.05 CNY [7]. Core Insights - The company reported stable revenue growth in the first half of the year, with a significant reduction in losses in Q2. The core financial software business achieved counter-cyclical growth, and two major AI application strategic products have been successfully implemented in real-world scenarios [2][13]. Financial Summary - Total revenue for 2023 is projected at 12,056 million CNY, with a slight increase of 0.5% year-on-year. However, a significant decline of 17.0% is expected in 2024, followed by a recovery with a 10.1% increase in 2025 [4]. - The net profit attributable to the parent company is forecasted to be 207 million CNY in 2023, with a drastic loss of 524 million CNY in 2024, and a return to profit with 79 million CNY in 2025 [4]. - Earnings per share (EPS) is expected to be 0.21 CNY in 2023, dropping to -0.54 CNY in 2024, and recovering to 0.08 CNY in 2025 [4]. Business Performance - In the first half of 2025, the company achieved revenue of 44.23 billion CNY, a year-on-year increase of 7.98%. However, the net profit attributable to the parent company was -0.96 billion CNY, reflecting a year-on-year increase in losses of 25.93% [13]. - The financial software business generated revenue of 16.39 billion CNY in the first half of 2025, marking a 3.21% increase year-on-year, with a signed contract amount of 18.46 billion CNY, up 2.60% year-on-year [13]. AI Application Development - The company has made significant advancements in AI applications, with two strategic products, FinancialMaster and CodeMaster, being fully upgraded and deployed in various banking projects, enhancing coding efficiency and quality [13].

9月3日，神州信息盘中下跌2.04%，截至13:49，报13.90元/股，成交3.32亿元，换手率2.42%，总市值 135.63亿元。 资金流向方面，主力资金净流出2770.46万元，特大单买入1488.91万元，占比4.48%，卖出1949.85万 元，占比5.87%；大单买入6466.13万元，占比19.47%，卖出8775.65万元，占比26.42%。 截至6月30日，神州信息股东户数8.83万，较上期增加8.15%；人均流通股11008股，较上期减少7.56%。 2025年1月-6月，神州信息实现营业收入44.23亿元，同比增长7.98%；归母净利润-9637.96万元，同比减 少25.93%。 分红方面，神州信息A股上市后累计派现3.43亿元。近三年，累计派现6173.85万元。 机构持仓方面，截止2025年6月30日，神州信息十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股630.29万股，相比上期减少231.13万股。南方中证1000ETF（512100）位居第八大流通股 东，持股541.06万股，为新进股东。华宝中证金融科技主题ETF（159851）位居第九大流通股东，持股 4 ...

神州信息 20250902 摘要 2025 年上半年，神州信息营收增长，但归母净利润亏损 9,600 万元， 主要因回款周期变长、应收账款逾期及资产减值，但二季度业绩已现改 善迹象，预计三季度业绩将反转。 神州信息在中国银行业 IT 解决方案市场中份额领先，尤其在核心、渠道 及开放银行等领域持续排名第一，大客户战略成效显著，国有大行和股 份制行收入同比增长 26%，签约增长 36%。 尽管金融机构 IT 投入缩减，神州信息的金融软服规模仍超 18 亿元，同 比增长 2.6%，金融科技软件收入超 16 亿元，同比增长 3.2%，连续四 年入选央行领跑者计划。 神州信息大行战略成果显著，在国有大行和股份制银行签约额同比增长 36%，收入增长 26.28%，成功落地华夏银行核心项目、江苏银行新一 代客户新系统等标杆项目。 神州信息产品线全面覆盖业务、渠道、管理及架构类需求，形成端到端 解决方案，并引入市场风险、安全风险及资产负债总账等内管类系统， 市场表现亮眼。 Q&A 神州信息 2025 年上半年的业绩表现如何？ 2025 年上半年，神州信息实现营业收入 44.23 亿元，同比增长 7.9%。其中， 软件和技术服 ...

2025 年 09 月 01 日 神州信息(000555.SZ) 聚焦金融科技，布局人工智能和出海 人工智能方面，公司积极探索并应用 AIGC 技术，2025 年上半年公 司基于 DeepSeek 对金融知识问答智能体 Financial Master 及金融代 码助手智能体 Code Master 进行了全面升级。其中，基于 Financial Master，公司与华为展开深度战略合作，正式推出了运行于昇腾 AI 软硬件平台的"金融知识问答"智能体一体机解决方案。与此同时， 公司大力推进全量解决方案的"+AI"战略。在金融行业，公司核心、 信贷、渠道、数据、风险及云解决方案等解决方案，均已实现 AIGC 场景的落地应用。 海外业务方面，公司持续推进全球化战略，2025 年加大海外业务投 入，在团队建设、产品研发、市场拓展与交付保障等方面重点发力， 与多家国际银行建立战略合作，国际业务综合竞争力与市场影响力显 著提升。产品层面，公司升级了以 Sm@rtOneBank 一体化金融解决方 案为核心的海外产品体系，提升功能、架构及交付维护能力；积极探 索 AI 在海外金融场景的落地应用，显著提升运营效率与客户价值。 ...