【导读】 A 股多个指数迎来重要调整 中国基金报记者 李智 A 股多个指数迎来重要调整。 11 月 28 日，上交所、深交所发布关于调整上证 50 、科创 50 、深证成指、创业板指等指 数样本股的公告。此外，中证指数有限公司公布沪深 300 、中证 500 、中证 1000 、中证 A50 、中证 A100 、中证 A500 等指数定期调整结果。 多个重要指数调整 11 月 28 日，上交所发布关于上证 50 、上证 180 、上证 380 等指数定期调整结果的公 告。经指数专家委员会审议，上交所与中证指数有限公司决定调整上证 50 、上证 180 、上 证 380 、科创 50 等指数样本，于 2025 年 12 月 12 日收市后生效。 其中上证 50 指数更换 4 只样本，调入上汽集团、北方稀土、华电新能、中科曙光，保利发 展、中国移动、中国铝业、中国中车被调出。 | 调出名单 | | 调入名单 | | | --- | --- | --- | --- | | 证券代码 | 证券名称 | 证券代码 | 证券名称 | | 600048 | 保利发展 | 600104 | 上汽集团 | | 600941 | ...

每经AI快讯，拓维信息（SZ 002261，收盘价：31.67元）11月28日晚间发布公告称，截至本公告披露 日，本次减持计划实施期限已届满。公司股东宋鹰、封模春、严宝强、邢霓虹、杨征共减持公司股份约 1016万股，减持股份占公司总股份为0.8068%。 2025年1至6月份，拓维信息的营业收入构成为：信息技术服务及软件占比78.26%，计算机和通信和其 他电子设备制造业占比21.74%。 截至发稿，拓维信息市值为399亿元。 每经头条（nbdtoutiao）——已有75人遇难，1名死者为消防员，还有10名消防员受伤！记者现场直击香 港大埔火灾：燃烧的宏福苑，五级大火的五个谜团 （记者 曾健辉） ...

每经AI快讯，11月28日，拓维信息（002261）(002261.SZ)公告称，公司于2025年8月9日披露了持股5% 以上股东宋鹰、董事封模春及高管严宝强、邢霓虹、杨征的减持计划。截至本公告披露日，上述减持计 划实施期限已届满。9月1日-11月28日，宋鹰减持1002.3万股，封模春减持32,813股，严宝强减持39,375 股，邢霓虹减持36,750股，杨征减持32,813股。 ...

Core Viewpoint - The announcement from Tuowei Information indicates that major shareholders and executives have completed their share reduction plan without affecting the company's control or governance significantly [1] Shareholder Reduction Summary - Major shareholder Song Ying reduced holdings by selling 10.023 million shares at an average price of 36.59 yuan per share, representing a reduction of 0.7956% [1] - Executive Feng Mochun sold 32,813 shares at an average price of 38.37 yuan per share, accounting for a reduction of 0.0026% [1] - Executives Yan Baoqiang, Xing Nihuang, and Yang Zheng reduced their holdings by 39,375 shares, 36,750 shares, and 32,813 shares respectively, with reductions of 0.0031%, 0.0029%, and 0.0026% [1] - The reduction period was from September 1, 2025, to November 28, 2025 [1]

拓维信息系统股份有限公司 证券代码：002261 证券简称：拓维信息 公告编号：2025-070 拓维信息系统股份有限公司 关于持股 5%以上股东及部分董事、高级管理 人员股份减持计划届满暨实施情况的公告 一、股东减持情况 1、股东减持股份情况 | 股东名称 | 减持方式 | 减持期间 | 减持均价 （元/股） | 减持股数 （股） | 减持比例 | | --- | --- | --- | --- | --- | --- | | 宋鹰 | 集中竞价交易 | 2025.09.01-2025.11.28 | 36.59 | 10,023,000 | 0.7956% | | 封模春 | 集中竞价交易 | 2025.09.01-2025.11.28 | 38.37 | 32,813 | 0.0026% | 拓维信息系统股份有限公司 | 严宝强 | 集中竞价交易 | 2025.09.01-2025.11.28 | 36.14 | 39,375 | 0.0031% | | --- | --- | --- | --- | --- | --- | | 邢霓虹 | 集中竞价交易 | 2025.09.01-2025.11.28 ...

智通财经APP获悉，根据指数编制规则，深圳证券交易所和深圳证券信息有限公司决定于2025年12月15 日对深证成指、创业板指、深证100、创业板50等指数实施样本股定期调整。其中深证成指更换17只样 本、创业板指更换8只样本、深证100更换7只样本、创业板50更换5只样本。 创业板指数样本股调整名单 调入名单 调出名单 证券代码 证券简称 证券代码 证券简称 碧水源 300100 双林股份 300070 留学录 常山药业 3002522 300212 天华新能 富临精工 300432 300390 欧普康视 长芯博创 300548 300295 立华股份 长盛轴承 300718 300761 300972 万辰集团 300776 帝尔激光 怡合达 301200 大族数控 301029 华厦眼科 珂玛科技 301611 301267 深证100指数样本股调整名单 调入名单 调出名单 证券代码 证券简称 证券代码 证券简称 000408 藏格矿业 000877 天山股份 国货航 山西焦煤 001391 000983 东山精密 晶澳科技 002384 002428 光启技术 晶盛机电 002625 300316 泰 ...

Group 1 - The Zhongzheng Cloud Computing and Big Data Theme Index (930851) has shown strong growth, with notable increases in constituent stocks such as Zhongji Xuchuang (300308) up 14.48%, Xinyi Sheng (300502) up 10.61%, and Shiji Information (002153) up 10.00% [1] - The Big Data ETF (159739) has risen by 3.96%, with the latest price reported at 1.55 yuan [1] - The AI industry chain is experiencing a broad rally, particularly in computing hardware stocks, with active performance in AI applications [2] Group 2 - Meta is negotiating with Google to use TPU chips worth billions of dollars in its data centers by 2027, which could generate significant revenue for Google [2] - Alphabet recently achieved a quarterly revenue exceeding $100 billion for the first time in Q3 2025, marking a 16% year-on-year growth [2] - The total potential market size for Optical Circuit Switching (OCS) is expected to exceed $1.6 billion by 2029, driven by advancements in Google's AI processes [2] Group 3 - The Zhongzheng Cloud Computing and Big Data Theme Index includes 50 listed companies involved in cloud computing services, big data services, and related hardware, reflecting the overall performance of these sectors [3] - As of October 31, 2025, the top ten weighted stocks in the index account for 61.58% of the total, including Zhongji Xuchuang (300308), Xinyi Sheng (300502), and Keda Xunfei (002230) [3]

Market Overview - The Shanghai Composite Index rose by 0.87% on November 25, with 29 out of the 31 sectors experiencing gains, led by the communication and media sectors, which increased by 3.54% and 2.85% respectively [2] - The computer sector also saw an increase of 1.10% [2] Capital Flow - The net inflow of capital in the two markets was 13.215 billion yuan, with 19 sectors receiving net inflows [2] - The electronics sector had the highest net inflow of 5 billion yuan, followed closely by the communication sector with a net inflow of 4.881 billion yuan [2] Computer Sector Performance - In the computer sector, 336 stocks were tracked, with 273 stocks rising and 53 stocks declining [3] - The top three stocks with the highest net inflow were Rongji Software (4.25 billion yuan), South Network Digital (4.06 billion yuan), and Dahua Intelligent (1.90 billion yuan) [3] - The sector experienced a net outflow of 3.072 billion yuan, with the largest outflows from Zhongke Shuguang (7.75 billion yuan), Sanliu Ling (4.34 billion yuan), and Nanwei Software (2.04 billion yuan) [3][5] Top Gainers in Computer Sector - The top gainers in the computer sector included: - Rongji Software: +10.03%, turnover rate 47.81%, net inflow 425.13 million yuan - South Network Digital: +19.99%, turnover rate 55.02%, net inflow 406.37 million yuan - Dahua Intelligent: +10.02%, turnover rate 12.05%, net inflow 190.23 million yuan [4] Top Losers in Computer Sector - The top losers in the computer sector included: - Zhongke Shuguang: -0.44%, turnover rate 2.69%, net outflow -775.37 million yuan - Sanliu Ling: +1.15%, turnover rate 7.60%, net outflow -433.98 million yuan - Nanwei Software: -2.29%, turnover rate 22.81%, net outflow -204.03 million yuan [5]

Core Viewpoint - The stock of Tuowei Information has experienced fluctuations, with a notable decline of 2.03% on November 21, 2023, despite an overall increase of 81.98% year-to-date [1] Financial Performance - For the period from January to September 2025, Tuowei Information reported a revenue of 2.078 billion yuan, representing a year-on-year decrease of 29.43%. However, the net profit attributable to shareholders increased significantly by 852.03% to 105 million yuan [2] - The company has cumulatively distributed 138 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders for Tuowei Information reached 459,100, an increase of 1.17% from the previous period. The average number of circulating shares per shareholder decreased by 1.19% to 2,495 shares [2] - The top ten circulating shareholders include significant institutional investors, with notable changes in holdings among various ETFs [3]

Core Insights - Huawei Euler concept stock rose by 0.74%, ranking fifth among concept sectors, with 22 stocks increasing in value [1] - The leading gainers included *ST Dongtong with a 20% limit up, Aerospace Development also hitting the limit up, and Qingyun Technology, Chengmai Technology, and Dongfang Guoxin with increases of 10.76%, 3.78%, and 3.68% respectively [1] - The sector experienced a net outflow of 356 million yuan, with 18 stocks seeing net inflows, and 10 stocks receiving over 30 million yuan in net inflows [2] Sector Performance - The top-performing concept sectors included Hainan Free Trade Zone with a 2.20% increase and Salt Lake Lithium Extraction with a 1.43% increase, while Silicon Energy and Pre-made Dishes saw declines of 2.66% and 2.37% respectively [2] - Huawei Euler concept was among the top gainers, while the dairy industry faced a decline of 2.27% [2] Fund Flow Analysis - Key stocks with significant net inflows included Donghua Software with a net inflow of 158.23 million yuan, followed by Dongfang Guoxin and Tuo Wei Information with inflows of 133.80 million yuan and 130.78 million yuan respectively [3] - The net inflow ratios for stocks like Kela Software, Qingyun Technology, and Yingfang Software were 12.71%, 11.49%, and 11.27% respectively, indicating strong interest from major funds [3] Stock Specifics - Notable stocks in the Huawei Euler concept included Donghua Software with a 3.68% increase and a turnover rate of 4.70%, and Qingyun Technology with a significant 10.76% increase and a turnover rate of 13.12% [4] - Conversely, stocks like Dahong Technology and China Software experienced declines of 3.16% and 2.86% respectively, with significant net outflows [5]