| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603019 中科曙光 | | 1.53 Z | 2.78% | -1.33 Z | -2.42% | -2019.77万 | -0.37% | | 000066 | 中国长城 | 7016.87万 | 4.17% | -2664.85万 | -1.58% | -4352.02万 | -2.59% | | 000977 | 浪潮信息 | 6223.66万 | 1.44% | -1022.91万 | -0.24% | -5200.75万 | -1.21% | | 301330 熵基科技 | | 4256.12万 | 9.23% | -2182.79万 | -4.73% | -2073.33万 | -4.50% | | 002152 广电运通 | | 3756.43万 | 7.01% | -2192.99万 | -4.09% | -1563.45万 | -2.92% | ...

（文章来源：证券日报） 证券日报网讯广电运通9月5日在互动平台回答投资者提问时表示，股票价格受政策、市场环境等多种因 素综合影响，公司控股股东广州数科集团本次发行可交债是基于自身业务发展资金需求，控股股东一直 秉承着资源共享、深度赋能的原则，为旗下各子公司提供全面的支持，共同推动各公司的发展和进步。 ...

（文章来源：证券时报网） 广电运通9月2日披露，截至8月31日公司股东户数为105625户，较上期（8月20日）减少11259户，环比 降幅为9.63%。 证券时报·数据宝统计，截至发稿，广电运通收盘价为14.22元，下跌5.01%，本期筹码集中以来股价累 计上涨0.57%。具体到各交易日，5次上涨，4次下跌。 融资融券数据显示，该股最新（9月1日）两融余额为15.51亿元，其中，融资余额为15.47亿元，本期筹 码集中以来融资余额合计减少1.10亿元，降幅为6.65%。 公司发布的半年报数据显示，上半年公司共实现营业收入52.75亿元，同比增长12.07%，实现净利润 4.66亿元，同比下降6.49%，基本每股收益为0.1900元，加权平均净资产收益率3.69%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

12.07%。公司 AI 技术正持续渗透核心业务领域。在 AI 金融领域，公司在数字渠 道、数字运营、数字营销、数字财管、数字风控等领域，赋能银行数字化转型， 助力银行降本增效提升核心竞争力。上半年，数字财管软件产品斩获广州农商行 等多家区域性银行订单；征信大数据业务在新增项目、覆盖区域方面实现多维度 突破。在 AI 政务领域，公司打造了智慧城市大脑、公共数据运营平台、城市可信 数据空间等系列产品，为城市数字化治理打造核心基础设施，已在广州从化、广 州花都、清远、汕尾、茂名、湛江、平顶山、龙岩等地多点开花。在 AI 交通领域， 公司 AI 大模型驱动收费场景革新，签署河南中天一体化收费项目、河南中天行业 大模型应用开发服务器采购项目合同，并加速刷掌全生态产品研发与业务布局， 智慧出行设备在国际航空枢纽试点落地。 2、公司在行业大模型和 AI Agent 方面有哪些积累和行业落地案例？ 广电运通集团股份有限公司 投资者关系活动记录表 编号：2025014 | 投资者关系活 | □特定对象调研 □分析师会议 □媒体采访 | | | | | | --- | --- | --- | --- | --- | --- | ...

Group 1 - The core viewpoint of the news is the recognition of outstanding corporate secretaries in the financial market, highlighting the importance of their roles in corporate governance and investor relations [1][2] - The 11th Golden Unicorn Award for Outstanding Corporate Secretary was awarded to Xie Hua, the corporate secretary of Guangdian Yuntong, for his exceptional professional capabilities and performance [1][2] - The Golden Unicorn Award has been held for eleven sessions, recognizing over 900 outstanding corporate secretaries, and is considered a highly authoritative award in the industry [1] Group 2 - Corporate secretaries play multiple roles, acting as gatekeepers for corporate governance, advisors for capital strategy, spokespersons for information disclosure, and architects of investor relations [1][2] - The award reflects not only the individual capabilities of Xie Hua in capital communication and compliance governance but also the market's recognition of Guangdian Yuntong's governance level and value growth [2]

Core Viewpoint - Guangdian Yuntong's stock price has shown a significant increase of 27.75% year-to-date, despite a recent decline of 1.48% over the past five trading days [1] Financial Performance - For the first half of 2025, Guangdian Yuntong achieved a revenue of 5.275 billion yuan, representing a year-on-year growth of 12.07%, while the net profit attributable to shareholders decreased by 6.49% to 466 million yuan [2] - The company has distributed a total of 4.886 billion yuan in dividends since its A-share listing, with 1.49 billion yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 30.426 million shares, a decrease of 19.297 million shares from the previous period [3] - The Southern CSI 500 ETF increased its holdings by 2.5562 million shares, bringing its total to 18.5247 million shares [3] Market Activity - On September 1, Guangdian Yuntong's stock rose by 2.16%, reaching 14.64 yuan per share, with a trading volume of 565 million yuan and a turnover rate of 1.57% [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 190 million yuan on February 26 [1]

Core Viewpoint - Guangdian Yuntong (002152) reported mixed financial results for the first half of 2025, with revenue growth but a decline in net profit, indicating potential challenges in profitability despite increased sales [1]. Financial Performance - Total revenue for the first half of 2025 reached 5.275 billion yuan, a year-on-year increase of 12.07% compared to 4.707 billion yuan in 2024 [1]. - Net profit attributable to shareholders was 466 million yuan, down 6.49% from 498 million yuan in the previous year [1]. - In Q2 2025, total revenue was 3.125 billion yuan, up 15.72% year-on-year, while net profit for the quarter was 225 million yuan, a decrease of 10.28% [1]. - The gross margin was 28.44%, down 11.9% year-on-year, and the net margin was 9.74%, down 23.65% [1]. - Total expenses (selling, administrative, and financial) amounted to 582 million yuan, representing 11.03% of revenue, an increase of 4.07% year-on-year [1]. Balance Sheet and Cash Flow - The company reported a significant accounts receivable balance, with accounts receivable amounting to 3.053 billion yuan, which is 331.9% of the net profit [1][3]. - Cash and cash equivalents decreased to 9.467 billion yuan, down 9.02% from the previous year [1]. - The company’s operating cash flow per share was -0.32 yuan, showing a 20.98% improvement year-on-year [1]. Investment Returns - The company's return on invested capital (ROIC) was 6.42%, indicating average capital returns, with a historical median ROIC of 7.7% over the past decade [3]. - The net profit margin for the previous year was 10.65%, suggesting average value addition from products or services [3]. Business Model and Market Position - The company relies heavily on research and marketing for its performance, with ongoing developments in robotics for various applications, including financial services and security [4]. - The company is actively pursuing market opportunities in intelligent robotics, with several pilot projects underway in collaboration with state-owned banks and other sectors [4].

业务评价：公司去年的ROIC为6.42%，资本回报率一般。去年的净利率为10.65%，算上全部成本后， 公司产品或服务的附加值一般。从历史年报数据统计来看，公司近10年来中位数ROIC为7.7%，中位投 资回报较弱，其中最惨年份2024年的ROIC为6.42%，投资回报一般。公司历史上的财报相对良好。 偿债能力：公司现金资产非常健康。 商业模式：公司业绩主要依靠研发及营销驱动。需要仔细研究这类驱动力背后的实际情况。 据证券之星公开数据整理，近期广电运通（002152）发布2025年中报。截至本报告期末，公司营业总收 入52.75亿元，同比上升12.07%，归母净利润4.66亿元，同比下降6.49%。按单季度数据看，第二季度营 业总收入31.25亿元，同比上升15.72%，第二季度归母净利润2.25亿元，同比下降10.28%。本报告期广 电运通公司应收账款体量较大，当期应收账款占最新年报归母净利润比达331.9%。 本次财报公布的各项数据指标表现一般。其中，毛利率28.44%，同比减11.9%，净利率9.74%，同比减 23.65%，销售费用、管理费用、财务费用总计5.82亿元，三费占营收比11.03%，同比增 ...

Core Insights - Guangzhou Digital Technology Group has achieved a total market capitalization of 101.16 billion, marking a historical high with its five listed companies [3] Group Structure and Development - The group was established based on the strong foundation of Guangzhou Radio Group and has been focusing on building a digital economy ecosystem [5] - The group aims to strengthen its position as a "digital technology provider" through innovation [6] Research and Development - The group invested 1.291 billion in R&D in the first half of 2025, a year-on-year increase of 5.96%, with an R&D intensity of 12.43% [9] - The group has accumulated 4,182 authorized patents and 2,862 software copyrights, ranking among the top state-owned enterprises in the city [9] Technological Innovations - The group has developed its own AI big data platform, aiCore System, and launched the "Wangdao" large model in collaboration with Huawei [11] - It has established the first atomic clock chip production line in the country and developed various high-precision intelligent vehicle terminals and chips [11] Talent Acquisition - The group has recruited 145 high-end technology talents in 2023, including 60 PhDs, and has a research team of over 11,000 technical personnel [13] Digital Economy Strategy - The group is constructing a "digital city operator" development path, focusing on artificial intelligence, data elements, and low-altitude economy [15][16] - It has established a wholly-owned subsidiary, Guangzhou Data Group, to manage public computing power centers and data operations [18] Investment and Mergers - The group actively engages in investment and mergers, acquiring several companies to enhance its data element industry and domestic innovation layout [20] Industrial Space Development - The group is accelerating the construction of industrial parks, with 32 self-owned parks covering over 1 million square meters nationwide [21] Ecosystem and Collaboration - The group is fostering an "ecological integration" model and has formed strategic partnerships with top universities and research institutions [23] Application and Governance - The group is building digital governance platforms and has launched various digital applications across multiple sectors, including finance and healthcare [25]

Group 1 - The company reported a revenue of 5.275 billion yuan, representing a year-on-year growth of 12.07%, and a net profit attributable to shareholders of 466 million yuan for the first half of 2025 [1] - The company focuses on "fully building core hard technology and promoting the implementation of the 'AI in all' strategy," emphasizing independent technological innovation and the integration of AI and automation technologies to create a differentiated competitive advantage [1] - The company invested over 500 million yuan in R&D during the first half of the year, enhancing the common foundational capabilities of the Wangdao large model and developing a self-built intelligent application development platform [1] Group 2 - The company's AI technology is continuously penetrating core areas, empowering banks in digital transformation across various domains such as digital channels, operations, marketing, financial management, and risk control [2] - In the AI government sector, the company has developed a series of products including smart city brains and public data operation platforms, becoming a core infrastructure for urban digital governance [2] - The company is advancing the development and application of vertical scene robots, including mobile super柜 robots and inspection robots, in collaboration with several state-owned banks [2] Group 3 - In the cross-border payment sector, the company is leveraging its cross-border RMB payment qualifications to provide settlement services for domestic and foreign trading parties [3] - The company is actively exploring opportunities in the global international payment market and has made significant progress in B2B, supply chain, and cross-border payment areas [3] - In the intelligent computing product sector, the company has upgraded its liquid cooling workstation product line and launched the first domestic pump-driven two-phase liquid cooling server, enhancing its technological leadership and product competitiveness [3]