金融界2025年5月19日消息，国家知识产权局信息显示，云南南天电子信息产业股份有限公司;上海南天 电脑系统有限公司申请一项名为"多媒体数据审核方法、装置、计算机设备、可读存储介质和程序产 品"的专利，公开号CN119990106A，申请日期为2024年12月。 天眼查资料显示，云南南天电子信息产业股份有限公司，成立于1998年，位于昆明市，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39374.4987万人民币。通过天眼查大数据 分析，云南南天电子信息产业股份有限公司共对外投资了30家企业，参与招投标项目5000次，财产线索 方面有商标信息83条，专利信息201条，此外企业还拥有行政许可20个。 上海南天电脑系统有限公司，成立于1992年，位于上海市，是一家以从事专业技术服务业为主的企业。 企业注册资本10209.4285万人民币。通过天眼查大数据分析，上海南天电脑系统有限公司共对外投资了 3家企业，参与招投标项目609次，专利信息2条，此外企业还拥有行政许可11个。 专利摘要显示，本申请涉及一种多媒体数据审核方法、装置、计算机设备、计算机可读存储介质和计算 机程序产品。所述方法包 ...

Core Viewpoint - The financial information technology industry in China is experiencing continuous growth, with a projected market size of 72.602 billion yuan in 2024, reflecting a year-on-year increase of 13.85% [1][10]. Industry Definition and Classification - Financial information technology refers to the extensive application of information technology in the financial sector, promoting the digital, networked, and intelligent transformation of financial services, management, and operations [2]. Industry Chain Analysis - The financial information technology industry chain is a technology-driven ecosystem, with upstream focusing on infrastructure and foundational technology, midstream on system development and solutions, and downstream covering financial institutions and regulatory bodies [4]. Development History - The industry has evolved over four decades, transitioning from initial automation to deep intelligence, with key phases including the establishment of electronic systems, the rise of online banking, the integration of technology, and the current focus on self-control and interconnectedness [6]. Current Market Analysis - The financial information technology market in China has been expanding at a double-digit annual growth rate, with significant investments from financial institutions driven by business expansion, innovation, and regulatory requirements [10]. Downstream Application Areas - The banking sector dominates the market with a 48% share, followed by securities and funds at 26%, and insurance at 16%, each focusing on specific technological needs and innovations [11]. Key Enterprises Analysis - The industry features a diverse landscape with leading companies like Hengsheng Electronics and Kingdee, which dominate their respective segments, while others like Softcom and Zhongke Soft focus on niche markets [14][16]. Future Development Trends - AI technology is increasingly empowering the financial sector, enhancing risk management and customer service, while data governance is becoming crucial for maximizing data value and ensuring compliance [20][21][23].

云南南天电子信息产业股份有限公司 投资者关系活动记录表 编号：20250516 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | | --- | --- | --- | | 类别 | 媒体采访 业绩说明会 √ | □ | | | 路演活动 新闻发布会 □ | □ | | | 现场参观 | □ | | | 其他 （请文字说明其他活动内容） | □ | | 参与单位名称及 | 投资者网上提问 | | | 人员姓名 | | | | 时间 | 2025 年 5 月 16 日 (周五) 下午 16:00~17:00 | | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | | 采用网络远程的方式召开业绩说明会 | | | 上市公司接待人 | 1、董事会秘书赵起高 | | | 员姓名 | 2、财务总监郑勇勇 | | | | 3、证券事务代表沈硕 | | | | 投资者提出的问题及公司回复情况 | | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | | 1、您好，公司发展战略和未来发展方向如何，未来利润增 | | | | 长点在哪儿？ ...

特此公告。 证券代码：000948 证券简称：南天信息 公告编号：2025-026 云南南天电子信息产业股份有限公司 关于参加云南辖区上市公司2024年度投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，云南南天电子信息产业股份 有限公司（以下简称"公司"）将参加由云南证监局指导，云南省上 市公司协会与深圳市全景网络有限公司联合举办的"2024年度云南辖 区上市公司投资者网上集体接待日"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演" 网站（https://rs.p5w.net），或关注微信公众号：全景财经，或下载全 景路演APP，参与本次互动交流，活动时间为2025年5月16日（周五） 16:00-17:00。届时公司高管将在线就公司2024年度业绩、公司治理、 发展战略、经营状况和可持续发展等投资者关心的问题，与投资者进 行沟通与交流，欢迎广大投资者踊跃参与！ 云南南天电子信息产业股份有限公司 董 事 会 二〇二五年五月十三日 ...

Group 1 - The core viewpoint of the article highlights that Nantian Information's stock price has increased by 2.08% to 19.17 yuan, with a rolling PE ratio of 79.69, marking a new low in 11 days, and a total market capitalization of 7.546 billion yuan [1] - The average PE ratio for the software development industry is 115.03, with a median of 82.81, placing Nantian Information at the 135th position in the industry ranking [1] - As of March 31, 2025, Nantian Information has 65,282 shareholders, a decrease of 7,478 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Group 2 - Nantian Information is recognized as a leading provider of digital comprehensive solutions and services for the financial industry in China, with key business areas including software development and services, intelligent channel solutions, integrated solutions, IT product sales, and industrial internet innovation [1] - The latest quarterly report for Q1 2025 shows that the company achieved a revenue of 1.993 billion yuan, a year-on-year increase of 1.70%, while net profit was -30,077,909.44 yuan, reflecting a year-on-year decrease of 228.98%, with a gross profit margin of 9.67% [1]

Group 1 - The digital currency concept index rose by 4.45%, ranking 7th among concept sectors, with 80 stocks increasing in value [1] - Notable gainers included Tianyuan Dike, which hit the daily limit with a 20% increase, and Hainan Huatie, Nantian Information, and ST Zhengtong, which also reached the daily limit [1] - The top gainers in the sector included Zhongyi Technology, Runhe Software, and Youbuxun, with increases of 9.69%, 9.55%, and 8.27% respectively [1] Group 2 - The digital currency sector saw a net inflow of 2.524 billion yuan, with 56 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows [2] - Hainan Huatie led the net inflow with 624 million yuan, followed by Tianyuan Dike, Runhe Software, and Nantian Information with net inflows of 526 million yuan, 385 million yuan, and 159 million yuan respectively [2] - The net inflow ratios for Nantian Information, Tianyuan Dike, and Hainan Huatie were 33.73%, 25.85%, and 17.82% respectively [3] Group 3 - The top stocks in the digital currency sector based on daily performance included Hainan Huatie with a 10.04% increase and Tianyuan Dike with a 20% increase [3] - Other notable performers included Runhe Software and Nantian Information, which increased by 9.55% and 10.02% respectively [3] - Stocks such as Xinyuan Technology and Xiaoshangcheng experienced declines of 4.42% and 0.85% respectively [6]

Core Viewpoint - Nantian Information (000948) has shown a significant increase in stock price, closing at 18.56 yuan, up 10.02% as of May 6, 2025, indicating positive market sentiment towards the company [1]. Financial Performance - The latest quarterly report for Nantian Information shows total revenue of 1.993 billion yuan, a year-on-year increase of 1.70% [1]. - The net profit attributable to shareholders is 30.078 million yuan, a decrease of 228.98% year-on-year [1]. - The non-recurring net profit is 32.115 million yuan, down 198.09% year-on-year [1]. - The company's liquidity ratios are as follows: current ratio at 1.326, quick ratio at 0.710, and debt-to-asset ratio at 68.63% [1]. Market Activity - The trading volume for Nantian Information was 260,800 hands, with a transaction amount of 472 million yuan [1]. - The net inflow of main funds was 160 million yuan, accounting for 33.83% of the transaction amount [1]. - Large orders contributed a net inflow of 26.961 million yuan, representing 5.71% of the transaction amount [1]. Company Background - Nantian Information, officially known as Yunnan Nantian Electronic Information Industry Co., Ltd., was established in 1998 and is based in Kunming [2]. - The company primarily engages in the manufacturing of computers, communications, and other electronic devices [2]. - Nantian Information has a registered capital of 3.937 billion yuan and has made investments in 30 enterprises [2].

北京德恒（昆明）律师事务所 关于云南南天电子信息产业股份有限公司 2021 年限制性股票激励计划第三个限售期解除限售 条件未成就、调整回购价格并回购注销部分限制性 股票的法律意见 昆明市西山区"融城优郡"B5 幢 3-4 层 电话:0871-63172192 传真: 0871-63172192 邮编:650034 | 释 义 2 | | --- | | 一、本次激励计划已经履行的批准和授权 5 | | 二、本次解除限售、本次调整、本次回购注销的情况 8 | | 三、结论意见 11 | 北京德恒（昆明）律师事务所 法律意见 释 义 在本法律意见中，除非上下文另有规定，下列词汇具有以下含义： | 南天信息、公司 | 指 | 云南南天电子信息产业股份有限公司 | | --- | --- | --- | | 本次激励计划 | 指 | 云南南天电子信息产业股份有限公司 2021 年限制 | | | | 性股票激励计划 | | 《激励计划（草 | 指 | 《云南南天电子信息产业股份有限公司 2021 年限 | | 案）》 | | 制性股票激励计划（草案）》 | | 限制性股票 | 指 | 符合本次激励计划授予条件的激励对 ...

证券代码：000948 证券简称：南天信息 公告编号：2025-024 云南南天电子信息产业股份有限公司 关于 2021 年限制性股票激励计划第三个解 除限售期解除限售条件未成就暨回购注销 部分限制性股票并调整回购价格的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 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"）2021 年限制性股票激励计划（以下简称"本激励计 划"）第三个解除限售期解除限售条件未成就、激励对象岗位变动以 及激励对象个人离职，本次回购激励对象已获授但尚未解除限售的限 制性股票合计 3,729,051 股，涉及人数 285 人，占公司回购前总股本 0.95%；本次回购注销完成后，公司总股本将由 393,617,825 股变更为 389,888,774 股。 2、考虑公司的利润分配方案、激励对象岗位变动以及激励对象 个人离职情况，公司对本次回购价格进行相应调整。 2025 年 4 月 27 日，公司召开第九届董事会第十八次会议和第九 届监事会第十一次会议，审议通过了《关于 2021 年限制性股票激励 ...

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