NANTIAN(000948)

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业绩+题材共振,金融科技ETF(159851)盘中涨超1%!恒银科技扭亏为盈,开盘不到5分钟火速封板
Xin Lang Ji Jin· 2025-07-17 02:18
7月17日早盘,业绩+题材共振,金融科技重启涨势,中证金融科技主题指数涨逾1%。成份股大面积飘 红,其中恒银科技开盘不到5分钟火速封板,拓尔思、润和软件、电科数字涨超5%,东信和平、南天信 息、恒宝股份、翠微股份、四方精创等多股涨超3%。 热门ETF方面,规模、流动性同类断层第一的金融科技ETF(159851)场内价格涨逾1%,实时放量成 交超2亿元。资金近10日累计有9日加码金融科技赛道,159851累计吸金超14亿元,吸金力度位居同类产 品首位! 业绩端,恒银科技发布业绩预告,公司预计2025年上半年实现归属于上市公司股东的净利润为1350万元 到1620万元,将实现扭亏为盈。报告期内,一是总体成本费用较上年同期进一步下降;二是公司保持总 体营收的稳定增长;三是海外业务销售额较上年同期大幅度增长。 责任编辑:杨赐 题材端,中信证券研报表示,香港稳定币合法化推动稳定币产业链持续扩张,细分环节不断延伸,我们 看好RWA(现实世界资产)发行方、咨询/技术支持服务提供商、跨境支付企业三者率先受益,建议关 注RWA发行、金融IT、跨境支付行业投资机遇。 绩并不代表其未来表现,基金管理人管理的其他基金的业绩并不构成基 ...
计算机行业“一周解码”:稳定币/RDA共振,看好金融IT与跨境支付企业发展机遇
Bank of China Securities· 2025-07-15 06:33
Investment Rating - The industry investment rating is "Outperform the Market," indicating that the industry index is expected to perform better than the benchmark index over the next 6-12 months [37]. Core Viewpoints - The report highlights the positive outlook for financial IT and cross-border payment companies due to the recent policy developments in stablecoins, RDA, and CIPS, which are expected to enhance efficiency, reduce costs, and improve transparency in cross-border payments and settlements [1][4][21]. - The stablecoin market is diversifying, with various participants including fintech companies and traditional banks, which is likely to enhance the credibility and application scenarios of stablecoins [13][14]. Summary by Sections Industry Investment Rating - The industry is rated as "Outperform the Market," with expectations of better performance compared to the benchmark index [37]. Company Dynamics - Jiuyuan Yinhai expects to achieve revenue of 414-454 million yuan in the first half of 2025, a year-on-year increase of 5%-15%, with net profit expected to grow significantly by 130%-180% [3]. - Inspur Information plans to repurchase its A-shares with a total fund of no less than 200 million yuan and no more than 300 million yuan, with an expected repurchase price not exceeding 75.59 yuan per share [3]. Investment Recommendations - The report suggests focusing on companies such as Runhe Software, Nantian Information, Borui Data, Huichen Shares, Digital Government, and Jiuyuan Yinhai, which are expected to benefit from the developments in stablecoins and related technologies [4][21]. Policy Developments - Recent policies in regions like Hong Kong and Shanghai are aimed at promoting the development of stablecoins and their applications, including the issuance of tokenized government bonds and enhancing the management mechanisms for cross-border payment systems [15][18][21]. - The introduction of the RDA paradigm by the Shanghai Data Exchange emphasizes the importance of data in verifying the authenticity and enhancing the value of real-world assets [20][21]. Market Trends - The stablecoin market is expanding into real-world applications, particularly in cross-border payments, B2B payments, and asset tokenization, which are expected to grow rapidly [14][21]. - The report notes that the development of stablecoins will increase the demand for system upgrades and related services from financial IT companies [21].
南天信息(000948) - 2025 Q2 - 季度业绩预告
2025-07-14 09:50
本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没 有虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 (一)业绩预告期间:2025 年 1 月 1 日至 2025 年 6 月 30 日 证券代码:000948 证券简称:南天信息 公告编号:2025-031 云南南天电子信息产业股份有限公司 2025 年半年度业绩预告 公司半年度亏损的主要原因为报告期内,公司集成解决方案业务的收 入和毛利较上年同期有所下降,同时投资收益较上年同期减少,计提减值 准备较上年同期增加。2025 年下半年,公司将持续加强和巩固金融科技业 务,积极拓展其他行业数字化业务,公司将进一步加强精益化管理,控制 成本费用,提质增效,积极提升公司经营业绩。 四、其他相关说明 本次业绩预告是根据公司财务部门对 2025 年半年度经营情况的初步 测算做出,具体数据将在公司 2025 年半年度报告中详细披露,敬请广大投 资者注意投资风险。 云南南天电子信息产业股份有限公司 (二)预计的经营业绩:预计净利润为负值 | 项 目 | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | | 归 ...
电子身份证概念下跌1.63%,5股主力资金净流出超亿元
Zheng Quan Shi Bao Wang· 2025-07-10 08:59
Market Performance - The electronic ID concept sector declined by 1.63%, ranking among the top declines in concept sectors, with major declines seen in companies like Jingbeifang, Dongxinheping, and Chutianlong [1] - In contrast, the silicon energy sector led gains with an increase of 3.39%, followed by housing inspection at 2.89% and organic silicon at 2.51% [1] Fund Flow Analysis - The electronic ID concept sector experienced a net outflow of 1.642 billion yuan, with 33 stocks seeing net outflows, and 5 stocks exceeding 100 million yuan in outflows [1] - Jingbeifang had the highest net outflow at 344 million yuan, followed by Xinguodu and Chutianlong with net outflows of 262 million yuan and 169 million yuan, respectively [1] Stock Performance - Among the electronic ID stocks, Jingbeifang saw a significant decline of 7.11%, while Xinguodu and Chutianlong also faced declines of 5.08% and 6.78% respectively [2] - Conversely, stocks like Zhongke Jiangnan and Sitqi experienced gains of 2.85% and 1.25%, respectively, indicating a mixed performance within the sector [2]
信托概念涨1.22%,主力资金净流入7股
Zheng Quan Shi Bao Wang· 2025-07-09 08:39
截至7月9日收盘,信托概念上涨1.22%,位居概念板块涨幅第3,板块内,12股上涨,华光环能涨停, 泰达股份、中粮资本、中油资本等涨幅居前,分别上涨3.82%、3.81%、3.47%。跌幅居前的有爱建集 团、江苏国信、南天信息等,分别下跌1.47%、1.42%、1.30%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量(万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | (%) | (%) | 元) | (%) | | 002423 | 中粮资 本 | 3.81 | 6.40 | 7875.26 | 4.08 | | 600120 | 浙江东 方 | 2.48 | 6.51 | 6580.39 | 4.78 | | 000652 | 泰达股 份 | 3.82 | 3.87 | 746.42 | 3.02 | | 600061 | 国投资 本 | 1.05 | 0.91 | 535.17 | 1.19 | | 600638 | 新黄浦 | 2.01 | 4.00 | 382.76 | 2.35 | | 600517 | ...
股市必读:南天信息(000948)7月4日董秘有最新回复
Sou Hu Cai Jing· 2025-07-06 18:45
Core Viewpoint - Nantian Information (000948) has shown a positive stock performance with a closing price of 20.66 yuan, up 2.99% as of July 4, 2025, indicating investor confidence in the company's future prospects [1] Group 1: Company Performance - As of July 4, 2025, Nantian Information's stock price increased by 2.99%, with a trading volume of 387,000 shares and a total transaction value of 799 million yuan [1] - On the same day, the net inflow of main funds was 35.22 million yuan, while retail investors experienced a net outflow of 32.17 million yuan [7][8] Group 2: Company Communication - The company has been actively responding to investor inquiries regarding its involvement in digital currency and blockchain technology, emphasizing its primary business focus on providing software and IT services to financial clients [2][3][4][5] - Nantian Information has confirmed that its consolidated financial statements for 2024 include results from Nantian Zhili, addressing concerns about the absence of annual reports for previous years [3][6]
南天信息(000948) - 2024年度分红派息实施公告
2025-06-26 10:00
证券代码:000948 证券简称:南天信息 公告编号:2025-030 云南南天电子信息产业股份有限公司 2024 年度分红派息实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整, 没有虚假记载、误导性陈述或重大遗漏。 一、股东大会审议通过利润分配方案情况 1、云南南天电子信息产业股份有限公司(以下简称"公司"或"南 天信息")2024 年度利润分配方案已获 2025 年 5 月 19 日召开的 2024 年度股东大会审议通过,方案的具体内容为:公司以 2025 年 4 月 10 日的总股本 393,617,825 股为基数,向全体股东每 10 股派发现金红利 0.90 元(含税),合计派发现金红利 35,425,604.25 元(含税)。在 分配方案实施前,若公司股本发生变化的,将按照"现金分红总金额 不变"的原则对实施方案进行相应调整。 上述股东大会决议公告已于 2025 年 5 月 20 日刊登在《证券时报》 《中国证券报》《上海证券报》《证券日报》及巨潮资讯网 (http://www.cninfo.com.cn)上。 2、自公司利润分配方案披露至实施期间公司股本总额未发生变 化。 3、 ...
A股数字货币概念震荡上升,南天信息、新北洋封板涨停,赢时胜、古鳌科技、银之杰等跟涨。
news flash· 2025-06-11 02:03
Group 1 - The A-share digital currency concept is experiencing a volatile rise, with notable stocks such as Nantian Information and New Beiyang hitting the daily limit up [1] - Other companies like Yingshi Sheng, Guao Technology, and Yinzhijie are also seeing increases in their stock prices [1]
互联网金融板块异动走高 兆日科技涨停
news flash· 2025-06-11 02:03
Group 1 - The internet finance sector is experiencing significant upward movement, with Zhaori Technology (300333) hitting the daily limit up [1] - Nantian Information (000948) and Yue Media (002181) previously reached the limit up, while Zhisheng Information increased by over 10% [1] - Other companies such as Sifang Jingchuang (300468), Changliang Technology (300348), Tianyang Technology (300872), Tianji Technology (300245), and Huaxin Yongdao are also seeing gains [1]
南天信息: 第九届董事会第十九次会议决议公告
Zheng Quan Zhi Xing· 2025-05-29 09:45
Group 1 - The company plans to establish a new subsidiary, Beijing Nantian System Integration Co., Ltd., with an investment of RMB 100 million, representing 3.70% of the company's latest audited net assets [1][2] - The establishment of the subsidiary aligns with the company's strategic development and aims to enhance core competitiveness without adversely affecting financial and operational conditions [2][3] - The board approved the establishment of a branch in Fuzhou to optimize strategic layout and provide localized services, which also will not negatively impact the company's financial situation [3][4] Group 2 - The company will increase capital in its wholly-owned subsidiaries, Shenzhen Nantian Donghua Technology Co., Ltd. and Wuhan Nantian Computer System Co., Ltd., with a total investment of RMB 38.0605 million, which is 1.41% of the company's latest audited net assets [4][5] - The capital increase will enhance the subsidiaries' market competitiveness and support their operational funding needs without affecting the company's consolidated financial statements [4][5] - The board also approved the "Nantian Information System Management Measures (2025)" to improve the company's institutional framework and compliance management [5][6]