资金面上看，两市主力资金全天净流出925.47亿元，主力资金净流入的行业仅有3个，银行行业净流入 资金29.25亿元；商贸零售行业净流入资金18.65亿元；美容护理行业净流入资金8332.65万元。 沪指9月4日下跌1.25%，申万所属行业中，今日上涨的有11个，涨幅居前的行业为商贸零售、美容护 理，涨幅分别为1.63%、1.19%。跌幅居前的行业为通信、电子，跌幅分别为8.48%、5.08%。计算机行 业今日下跌3.17%。 计算机行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002195 | 岩山科技 | -9.98 | 24.25 | -300620.18 | | 603019 | 中科曙光 | -8.68 | 7.75 | -77924.20 | | 688343 | 云天励飞-U | -8.13 | 11.67 | -55131.18 | | 000977 | 浪潮信息 | -5.84 | 7.46 | -49682.36 | | 300803 | 指南针 | -2.3 ...

内容概要：近年来，我国城镇化率持续提升，2024年末中国城镇化率达到67%，较1949年的11%提升56 个百分点，形成全球规模最大、增速最快的城镇化进程。随着城市化进程的加速，城市管理复杂度增 加，亟需数字化手段提升效率。在此背景下，数字城管作为一种新型的城市管理方式，正逐渐展现出其 独特的魅力和巨大的潜力。它通过运用信息技术手段，实现了城市管理的数字化、智能化和精细化，为 城市的发展和居民的生活带来了诸多便利。与此同时，我国政府积极推动数字化城市管理，如2025年5 月发布的《关于深化智慧城市发展 推进城市全域数字化转型的指导意见》中，到2027年，全国城市全 域数字化转型取得明显成效，形成一批横向打通、纵向贯通、各具特色的宜居、韧性、智慧城市，有力 支撑数字中国建设。这为数字化城市管理行业创造良好的发展环境，行业市场规模不断增长。数据显 示，2024年中国数字城管行业市场规模达到9.69万亿元，同比上涨13.73%。 相关上市企业：数字政通（300075）、中科通达（688038）、佳都科技（600728）、延华智能 （002178）、太极股份（002368）、浙大网新（600797）、东土科技（300 ...

天眼查商业履历信息显示，上海延华智能科技(集团)股份有限公司，成立于2001年，位于上海市，是一 家以从事软件和信息技术服务业为主的企业。企业注册资本71215.3001万人民币，实缴资本6738.9137万 人民币。公司法定代表人为黄慧玲。 通过天眼查大数据分析，上海延华智能科技(集团)股份有限公司共对外投资了27家企业，参与招投标项 目1100次，知识产权方面有商标信息26条，专利信息16条，此外企业还拥有行政许可13个。 来源：金融界 金融界消息 截至2025年8月25日收盘，延华智能（002178）报收于7.55元，下跌0.53%，换手率 10.64%，成交量75.72万手，成交金额5.72亿元。 资金流向方面，今日主力资金净流出6069.55万元，占比成交额10.6%。其中，超大单净流出3701.61万 元、占成交额6.47%，大单净流出2367.95万元、占成交额4.14%，中单净流出流入714.80万元、占成交 额1.25%，小单净流入5354.75万元、占成交额9.35%。 延华智能最新一期业绩显示，截至2025中报，公司营业总收入2.17亿元、同比减少25.89%，归属净利润 538.40万 ...

Core Viewpoint - The financial performance of 延华智能 (002178) shows a significant decline in revenue while net profit has increased, indicating potential operational challenges despite improved profitability metrics [1]. Financial Performance Summary - Total revenue for the reporting period is 217 million, a year-on-year decrease of 25.89% [1]. - Net profit attributable to shareholders is 5.384 million, a year-on-year increase of 143.39% [1]. - In Q2, total revenue is 98.1 million, down 31.37% year-on-year, while net profit is 10.45 million, up 240.94% year-on-year [1]. - Accounts receivable represent 52.25% of total revenue, indicating a large receivables balance [1]. - Gross margin is 19.08%, down 9.96% year-on-year, while net margin is 1.78%, up 153.22% year-on-year [1]. - Total selling, administrative, and financial expenses amount to 43.33 million, accounting for 19.98% of revenue, an increase of 11.92% year-on-year [1]. - Earnings per share is 0.01, up 143.68% year-on-year, while net asset value per share is 0.61, down 0.8% year-on-year [1]. Significant Changes in Financial Items - Long-term equity investments increased by 98.57% due to dilution from a capital increase in a subsidiary [2]. - Construction in progress increased by 45.85% due to additional investments [2]. - Short-term borrowings increased by 31.53% due to new bank loans [2]. - Long-term borrowings increased by 82.11% due to increased borrowings by subsidiaries [2]. - Cash and cash equivalents increased by 92.27% due to improved cash flows from operating, investing, and financing activities [4]. Cash Flow Analysis - Net cash flow from operating activities increased by 70.19% due to reduced cash outflows for purchasing goods and services [3]. - Net cash flow from financing activities increased by 310.28% due to higher bank borrowings and lower debt repayments [3]. - The cash flow situation is concerning, with cash and cash equivalents to current liabilities at 76.58% and the average operating cash flow over three years to current liabilities at only 4.14% [5].

Core Insights - The latest stock price of YanHua Intelligent is 7.59 yuan, reflecting a 5.12% increase from the previous trading day [1] - The company focuses on smart city and smart healthcare construction, operation, and services, with key areas including software development and robotics [1] Financial Performance - In the first half of 2025, the company reported revenue of 217 million yuan, a year-on-year decrease of 25.89% [1] - The net profit attributable to shareholders was 5.38 million yuan, a significant turnaround from a loss of 12.41 million yuan in the same period last year [1] - The second quarter net profit attributable to shareholders was 10.45 million yuan, improving from a loss of 7.42 million yuan year-on-year [1] - The net cash flow from operating activities was -31.74 million yuan, showing a 70.2% improvement year-on-year [1] Market Activity - On August 22, the net inflow of main funds into YanHua Intelligent was 74.09 million yuan, accounting for 1.37% of the circulating market value [1] - Over the past five days, the cumulative net inflow of main funds was 10.53 million yuan, representing 0.2% of the circulating market value [1]

今天谁能跑赢科创板？ 8月22日早盘，科创50涨幅扩大超5%，芯片产业链全线井喷，海光信息一度涨超19%，寒武纪一度涨超14%，芯原股份一 度涨超11%，中芯国际、龙芯中科等走高。主板算力中科曙光也涨停，AI算力指数盘中涨幅达3.01%。不过，早盘虽然很 热闹，但市场一度呈现涨少跌多格局。 盘面上，三大涉及人工智能的利好集中来袭，可能是造成上述格局的主要原因。 一是，据DeepSeek官方公众号消息，DeepSeek-V3.1正式发布。DeepSeek-V3.1使用了UE8M0 FP8 Scale的参数精度。 DeepSeek官微在置顶留言里表示，UE8M0 FP8是针对即将发布的下一代国产芯片设计。 二是，据21世纪经济报道，规模高达5000亿元的新型政策性金融工具将出，重点投向数字经济、人工智能等新兴产 业领域。与此同时，欧盟计划采购400亿美元美国人工智能芯片，进一步凸显全球对AI产业的重视。 三是，有报道指出，英伟达H20生产存疑，这使得国产替代再度成为市场焦点。 涨疯了 而从以往的行情来看，这种格局短期内仍会带来一定波动风险。但由于重磅事件的预期仍在催化当中，这种风险在近9— 10个交易日中爆发的概 ...

Group 1 - The core viewpoint of the article highlights the significant stock price increase of YanHua Intelligent, which rose by 7.2% to 7.74 CNY per share, with a trading volume of 5.27 billion CNY and a turnover rate of 9.91%, resulting in a total market capitalization of 55.12 billion CNY [1] - YanHua Intelligent is a leading smart city service and operation provider in China, focusing on eight major business areas including smart city top-level design, smart buildings, smart parks, smart communities, smart scenic areas, smart healthcare, data centers, and smart energy-saving solutions [1] - The company has made significant investments in R&D in big data, IoT, and cloud computing, launching the "YanHua Intelligent Cloud Platform" series of software information products and actively promoting the comprehensive digital transformation of cities [1] Group 2 - As of March 31, YanHua Intelligent had 116,300 shareholders, with an average of 6,120 circulating shares per person [1] - For the first quarter of 2025, YanHua Intelligent reported a revenue of 119 million CNY, a year-on-year decrease of 20.65%, and a net profit attributable to shareholders of -5.07 million CNY, a year-on-year decrease of 1.47% [1]

Group 1 - The core viewpoint of the news is that 延华智能 (Yanhua Intelligent) has successfully turned a profit in the first half of 2025, achieving a net profit of 5.384 million yuan, compared to a loss in the same period last year [1] - The company reported a total operating revenue of 217 million yuan, indicating a significant recovery in financial performance [1] - The net cash flow from operating activities improved by 70.19%, narrowing from a negative 32 million yuan in the previous year to the current report period [1] Group 2 - 延华智能 has implemented effective management measures that contributed to its profitability, including cost control and enhanced project management processes [1] - The company successfully attracted investors through capital increase in its former subsidiary, 成都医星科技有限公司 (Chengdu Yixing Technology Co., Ltd.), which provided investment returns to the listed company [1] - In the green dual-carbon and digital energy sectors, the company achieved an operating revenue of 30.8495 million yuan, reflecting a year-on-year growth of 40.46% [1] Group 3 - The strategic positioning of 延华智能 focuses on being a comprehensive provider for "smart cities, smart healthcare construction, operation, and services" [2] - The company concentrates on three main business segments: smart cities and cloud platforms, smart healthcare and wellness, and green dual-carbon and digital energy [2] - The services provided by the company encompass a full lifecycle of construction, operation, and management, emphasizing safety, intelligence, greenness, and health [2]

Company Overview - Shanghai Yanhua Intelligent Technology (Group) Co., Ltd. was established on December 4, 2001, with a registered capital of 712,153,001.00 RMB and a total of 712,153,001 shares [1][2] - The company focuses on smart city solutions, including e-government, smart healthcare, energy efficiency, environmental protection, intelligent buildings, smart transportation, and elderly care [1][2] Financial Reporting - The financial statements were approved by the board of directors on August 20, 2025, and include the consolidated and parent company balance sheets as of June 30, 2025, and the income statements and cash flow statements for the first half of 2025 [1][2] - The financial statements are prepared based on the going concern principle and comply with the relevant accounting standards [1][2] Accounting Policies - The company uses the Chinese Accounting Standards and has established significant accounting policies and estimates to ensure the financial statements reflect its financial position accurately [1][2] - The company recognizes revenue based on the completion of service delivery and has specific criteria for determining the significance of financial statement items [3][4] Financial Instruments - Financial assets are classified into three categories: measured at amortized cost, measured at fair value with changes recognized in other comprehensive income, and measured at fair value with changes recognized in profit or loss [9][10] - The company assesses expected credit losses for financial assets based on credit risk characteristics and historical loss experience [12][13] Inventory and Assets - Inventory is measured at the lower of cost and net realizable value, with a perpetual inventory system in place [18] - Long-term assets, including fixed assets and intangible assets, are subject to impairment testing if there are indications of impairment [26][27] Investment and Equity - The company accounts for long-term equity investments using the cost method for controlled entities and the equity method for joint ventures and associates [19][20] - Investment properties are measured at cost and depreciated using the straight-line method [21] Research and Development - R&D expenditures are categorized into research and development phases, with costs incurred during the research phase expensed and those in the development phase capitalized if they meet certain criteria [26]

上海延华智能科技(集团)股份有限公司 2025 年半年度报告摘要 证券代码：002178 证券简称：延华智能 公告编号：2025-046 上海延华智能科技(集团)股份有限公司 上海延华智能科技(集团)股份有限公司 2025 年半年度报告 摘要 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监 会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 ?不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 ?不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 ?不适用 二、公司基本情况 股票简称 延华智能 股票代码 002178 股票上市交易所 深圳证券交易所 联系人和联系方式 董事会秘书 证券事务 代表 姓名 王垒宏 办公地址 上海市普陀区西康路 1255 号普陀科技大厦 7 楼 电话 021-61818686*309 电子信箱 yanhua_sh@126.com 公司是否需追溯调整或重述以前年度会计数据 □是 ...