拓维信息系统股份有限公司 拓维信息系统股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日披 露了《关于高级管理人员股份减持计划的预披露公告》（公告编号 2025-068）。 公司高管赵军先生、柏丙军先生、廖秋林先生计划在减持计划公告披露之日起 15 个交易日后的 3 个月内以集中竞价或大宗交易方式减持公司部分股份。具体 内容详见上述公告。 截至本公告披露日，上述减持计划已实施完成。公司于近日收到上述股东出 具的《关于股东减持计划实施完成的告知函》，现将减持的实施情况公告如下： 公司高管赵军先生、柏丙军先生、廖秋林先生保证向本公司提供的信息内容 真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 证券代码：002261 证券简称：拓维信息 公告编号：2026-001 拓维信息系统股份有限公司 关于高级管理人员股份减持计划实施完成 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 | 减持股数 | 减持比例 | | --- | --- | --- | --- | --- ...

Core Insights - The education big data industry in China is experiencing rapid growth, with the market size projected to increase from 1.8 billion yuan in 2015 to 53.516 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 45.78% [1][10] - The industry is supported by the development of online education, particularly in the K12 sector, and the advancement of educational information technology and smart education [1][10] - The market is expected to continue expanding, with an estimated size of 66.896 billion yuan by 2025 [1][10] Industry Overview - Education big data refers to the collection of data generated during educational activities or collected based on educational needs, which has the potential to drive educational development and create significant value [3][9] - Current applications of education big data are primarily focused on adaptive learning and precise classroom teaching, with notable examples including smart learning companions and data-driven teaching tools [3][9] - The industry is characterized by a diverse range of participants, including leading data service providers, new entrepreneurial firms, large internet companies, and traditional educational information companies [10] Market Dynamics - The education big data industry is part of the broader big data sector, which has seen its market size grow from 3.6 trillion yuan in 2017 to an expected 30 trillion yuan by 2025, with a CAGR of 31.13% [7][9] - The industry is evolving from a focus on scale expansion to deep exploration and precise empowerment of existing educational processes and resources [5][10] Key Players - Notable companies in the education big data sector include iFLYTEK, Tsinghua Tongfang, Honghe Technology, and DouShen Education, among others [1][10] - The industry also includes emerging firms like Sanmeng Technology and Guangda Information Technology, which focus on deep data mining and application innovation in the education vertical [2][10] Development Trends - The future of education big data will see increased openness, moving towards systematic sharing across regions and industries while ensuring data security and privacy [14] - Innovative applications will expand beyond individual tools to become integral to the entire educational process, enhancing personalized teaching and data-driven decision-making [15][16] - The industry ecosystem is expected to mature, transitioning from a technology supplier-dominated market to a collaborative network of diverse stakeholders [17]

Important Matters - WISCO Development plans to acquire equity in WISCO Mining and Luzhong Mining, resulting in stock suspension [1] - Unisplendour intends to purchase equity or full ownership of Ruineng Semiconductor, leading to stock suspension [1] - Heng Rui Medicine's subsidiary received approval for clinical trials of HRS-6257 tablets, with no similar drugs approved in the domestic market [1] - Longpan Technology's subsidiary is reducing production on some lithium iron phosphate production lines for maintenance, a move echoed by several leading manufacturers in the industry [1] Investment Operations - Guoxin Technology has laid out plans for smart driving MCU chips and is developing a high-performance AI chip with 10,000 DMIPS [1] - Juneyao Airlines plans to purchase 25 Airbus A320 series aircraft for $4.1 billion [1] - Spring Airlines intends to buy 30 Airbus A320neo series aircraft, with a transaction amount not exceeding $4.128 billion [1] - Tsinghua Tongfang is making breakthroughs in the open-source HarmonyOS field for product and commercialization [1] - Guangzhou Port is investing 2.353 billion yuan in the intelligent transformation project of the Nansha Port International General Terminal [1] - International Composite Materials plans to invest 1.693 billion yuan to build a project with an annual production capacity of 36 million meters of high-frequency high-speed electronic fiber cloth [1] - State Power Investment Corporation's subsidiary is co-investing with CATL in the Dadu River Danba Hydropower Station project, with a total investment of 15.273 billion yuan [1] - Haisheng Pharmaceutical's invested company has completed the first subject enrollment in the Phase II clinical trial of the innovative drug NWRD06 injection, targeting a specific liver cancer marker [1] Contracts and Collaborations - Chinalco International signed overseas project contracts worth approximately 14 billion yuan [2] - Tianqi Lithium has completed a strategic cooperation with SQM and Codelco [2] - Roman Co., Ltd.'s subsidiary signed a 156 million yuan computing power service project contract [2] - China Duty Free Group's wholly-owned subsidiary signed a duty-free project contract at Beijing Capital International Airport [2] - Reascend Technology's high-silica fiber has begun commercial cooperation with a well-known international aerospace company for long-term product supply [2] - Macro Micro Technology signed a strategic cooperation agreement with a leading domestic transmission company, focusing on GaN power semiconductor devices [2] Capital Operations - Tianqi Co., Ltd. plans to raise no more than 977 million yuan through a private placement for the development of a robot embodiment intelligence system for the automotive industry [2] - SMIC's registered capital in SMIC Southern will increase to $10.077 billion; it plans to acquire 49% equity in SMIC Northern for 40.6 billion yuan [2] - Changan Automobile intends to raise no more than 6 billion yuan through a private placement [2] Share Buybacks - Kweichow Moutai's controlling shareholder, Moutai Group, has cumulatively increased its stake in the company by 3 billion yuan, completing the buyback plan [3] - AVIC Heavy Machinery has been supplying key forgings to several commercial rocket companies [3] - Huihan Co., Ltd. invested 68.25 million yuan to establish a private equity fund, specifically investing in a commercial aerospace company [3] - Sega Technology plans to increase its investment in optical module company Guangcai Xincheng by 275 million yuan to acquire a 20% stake [3]

Market Overview - The Shanghai Composite Index has achieved a nine-day winning streak, with a total market turnover of 2.16 trillion yuan, a decrease of 234 billion yuan compared to the previous trading day [1] - Carbon fiber and chemical fiber sectors have risen, while lithium mining, dairy, battery, and power sectors have declined [1] Stock Performance - A total of 72 stocks hit the daily limit up, with 18 stocks achieving consecutive limit ups, and 26 stocks failed to close at the limit, resulting in a closing rate of 73% (excluding ST and delisted stocks) [3] - Notable stocks include: - Victory Energy with 12 consecutive limit ups due to a change in control and LNG trading [4] - Jia Mei Packaging with 9 consecutive limit ups, also due to a change in control [4] - Shen Jian Co. with 8 consecutive limit ups, driven by commercial aerospace concepts [4] Top Gainers and Losers - The top three stocks with the highest net buying on the Dragon and Tiger list are: - Tuo Wei Information with a net buying of 8.57 billion yuan [6] - Lei Ke Defense with a net buying of 4.58 billion yuan [6] - Mai Wei Co. with a net buying of 4.21 billion yuan [6] - The top three stocks with the highest net selling are: - Dong Bai Group with a net selling of 4.02 billion yuan [7] - China Satellite with a net selling of 3.73 billion yuan [7] - Zai Sheng Technology with a net selling of 1.44 billion yuan [7] Sector Highlights - Tuo Wei Information is focusing on AI and robotics, showcasing new products at the Huawei Connect Conference and forming strategic partnerships for talent development [8] - Lei Ke Defense has developed a comprehensive satellite application business and possesses capabilities in radar system design and production, applicable in defense and transportation sectors [11] - Mai Wei Co. is optimistic about the domestic market for HBM (High Bandwidth Memory) technology, with significant growth in semiconductor equipment orders [14] Trading Dynamics - The trading dynamics show significant activity in stocks related to commercial aerospace and robotics, with institutions actively participating in buying and selling [19][20] - The involvement of institutional investors is notable, with specific stocks like Tian Ji Co. and Jia Yuan Technology seeing substantial net buying from institutions [19][20]

Market Overview - On December 29, the Shanghai Composite Index rose by 0.04%, while the Shenzhen Component Index fell by 0.49%, and the ChiNext Index decreased by 0.66% [1] - A total of 60 stocks appeared on the "Dragon and Tiger List" due to significant trading activity, with the highest net inflow of funds recorded for Tuowei Information (002261.SZ) at 857 million yuan [1][3] Stock Performance - Tuowei Information saw a net buying amount of 857 million yuan, accounting for 14.59% of the total trading volume, and closed with a 10% increase and a turnover rate of 15.48% [1][3] - The stock with the highest net outflow was Dongbai Group (600693.SH), which experienced a net selling of 402 million yuan, representing 9.35% of the total trading volume, and closed down by 9.51% with a turnover rate of 24.35% [1][4] Institutional Activity - On the same day, 33 stocks on the Dragon and Tiger List had institutional participation, with a total net selling of 1.015 billion yuan by institutions, net buying in 16 stocks and net selling in 17 stocks [4][5] - The stock with the highest net buying by institutions was Tianji Co., Ltd. (002759.SZ), which closed up by 0.4% with a turnover rate of 36.19% [5][6] Northbound Capital Flow - Northbound capital participated in 30 stocks on the Dragon and Tiger List, with a total net buying of 2.86 billion yuan, including a net buying of 1.034 billion yuan from the Shanghai Stock Connect and 1.826 billion yuan from the Shenzhen Stock Connect [10] - The stock with the highest net buying from northbound capital was China Satellite (600118.SH), with a net inflow of 403 million yuan, while the highest net outflow was from Chuangyuan Technology (000551.SZ), amounting to 4.3098 million yuan [10] Joint Activity of Institutions and Northbound Capital - Both institutions and northbound capital jointly net bought Tianji Co., Ltd., Maiwei Co., Ltd., and others, while showing divergence in stocks like Aerospace Development and Tongyu Communication, where institutions sold while northbound capital bought [14][16] - The total net buying amount for Tianji Co., Ltd. was 4.893 billion yuan, with a combined net buying from institutions and northbound capital [16]

Group 1 - The stock market shows significant net buying activity, with top net purchases in stocks like Tianji Co., Jiayuan Technology, and Yingfeite, amounting to 168 million, 102 million, and 85.6 million respectively [4][9] - The stocks with the highest closing prices include Maiwei at 205.32, followed by Tianji at 49.7, and Hengbo at 139.09, indicating strong investor interest in these companies [6][9] - The defense sector, represented by companies like LeiKe and HaiGe, shows notable price increases, with LeiKe rising by 9.97% and HaiGe by 10.04%, reflecting positive market sentiment [2][9] Group 2 - The net buying amount from the Shanghai-Hong Kong Stock Connect is led by China Satellite, with a net purchase of 403 million, indicating strong institutional interest [8] - The Shenzhen-Hong Kong Stock Connect shows significant net buying in Aerospace Development, with a net purchase of 387 million, highlighting investor confidence in the aerospace sector [9] - The overall trading volume and turnover rates are high, with stocks like Maiwei and Hengbo showing turnover rates of 10.34% and 11.89% respectively, suggesting active trading and liquidity in these stocks [6][9]

Group 1 - The main point of the news is that there has been a significant outflow of capital from various sectors, with a total net outflow of 482.76 billion yuan from the Shanghai and Shenzhen markets on December 29, 2023 [1] - Among the sectors, the power equipment industry experienced the highest net outflow, exceeding 77 billion yuan, while the electronic and non-ferrous metal industries also saw substantial outflows of over 54 billion yuan each [1] - In terms of individual stocks, four popular stocks had net outflows exceeding 10 billion yuan, including Zhongji Xuchuang, Sunshine Power, Duofluo, and Tianji Co., with Zhongji Xuchuang leading at a net outflow of 16 billion yuan [4][6] Group 2 - The leading stocks in terms of capital inflow included 74 stocks with net inflows exceeding 1 billion yuan, with 16 stocks seeing inflows over 3 billion yuan, notably Tuowei Information with 16.63 billion yuan [2] - The launch of the National Venture Capital Guidance Fund aims to focus on early-stage projects in sectors such as integrated circuits, artificial intelligence, aerospace, and future energy, with a total government investment of 100 billion yuan expected to leverage a trillion yuan in total funding [3] - The tail-end trading session on December 29 saw a net outflow of 77.92 billion yuan, with notable outflows from lithium battery and precious metal stocks, including Ganfeng Lithium and Tianqi Lithium [7][9]

Market Overview - The two markets experienced a significant net outflow of 31.947 billion yuan, with 36 stocks seeing a net inflow exceeding 200 million yuan, led by Tuowei Information with a net inflow of 1.962 billion yuan [1] - The Shanghai Composite Index closed up 0.04% [1] Industry Performance - Only three industries saw a net inflow of large orders: banking (0.787 billion yuan), national defense and military industry (0.636 billion yuan), and petroleum and petrochemicals (0.322 billion yuan) [1] - A total of 28 industries experienced net outflows, with the highest outflow in the power equipment sector (5.994 billion yuan), followed by non-ferrous metals (4.823 billion yuan) [1] Individual Stock Performance - Among the 36 stocks with a net inflow exceeding 200 million yuan, Tuowei Information led with a net inflow of 1.962 billion yuan, followed by Leike Defense with 1.339 billion yuan [1][3] - The stocks with the highest net outflows included Sunshine Power with a net outflow of 1.099 billion yuan, China Satellite Communications with 0.922 billion yuan, and Zhongji Xuchuang with 0.916 billion yuan [1][5] Stock Price Movements - Stocks with a net inflow exceeding 200 million yuan saw an average increase of 7.63%, outperforming the Shanghai Composite Index [2] - Notable stocks that closed at the daily limit include Maiwei Co. and Rongsheng Development [2] Detailed Stock Data - Top stocks with net inflows: - Tuowei Information: 1.962 billion yuan, 10% increase [3] - Leike Defense: 1.339 billion yuan, 9.97% increase [3] - Hanwujing-U: 1.258 billion yuan, 4.19% increase [3] - Top stocks with net outflows: - Sunshine Power: -1.099 billion yuan, -2.96% decrease [5] - China Satellite Communications: -0.922 billion yuan, 5.97% increase [5] - Zhongji Xuchuang: -0.916 billion yuan, -1.44% decrease [5]

资金流向方面，今日该股主力资金净流入17.43亿元，其中，特大单净流入19.62亿元，大单资金净流出 2.19亿元。近5日主力资金净流入17.28亿元。 融资融券数据显示，该股最新（12月26日）两融余额为17.31亿元，其中，融资余额为17.16亿元，融券 余额为1494.41万元。近5日融资余额合计减少4911.97万元，降幅为2.78%，融券余额合计增加33.05万 元，增幅2.26%。（数据宝） 拓维信息今日涨停，全天换手率15.48%，成交额58.75亿元，振幅5.99%。龙虎榜数据显示，机构净卖出 456.99万元，深股通净买入4081.24万元，营业部席位合计净买入8.21亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达10.33%上榜，机构专用席位净卖出456.99万元，深股 通净买入4081.24万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交15.55亿元，其中，买入成交额为12.06亿 元，卖出成交额为3.49亿元，合计净买入8.57亿元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即卖二、卖五，合计买入金额1.01亿 元，卖出金额1.05亿元，合计净卖 ...

Core Viewpoint - The A-share market shows a slight increase with the Shanghai Composite Index closing at 3965.28 points, above the annual line, indicating a stable market performance [1] Group 1: Market Performance - The total trading volume of A-shares reached 25,336.10 billion yuan today [1] - The Shanghai Composite Index experienced a change of 0.04% [1] Group 2: Stocks Breaking Annual Line - A total of 64 A-shares have surpassed the annual line today, with notable stocks including: - Tuo Wei Information with a deviation rate of 9.36% - Hong Qing Ting with a deviation rate of 9.00% - ST Quan Wei with a deviation rate of 6.56% [1] - Other stocks that have just crossed the annual line include Hua Yang Racing, Ai Shi De, and Lin Hai Co., with smaller deviation rates [1] Group 3: Individual Stock Performance - Top performers with significant deviation rates include: - Tuo Wei Information: 10.00% increase, latest price at 33.77 yuan - Hong Qing Ting: 9.95% increase, latest price at 6.30 yuan - ST Quan Wei: 10.64% increase, latest price at 11.02 yuan [1] - Additional stocks with notable performance include: - Xiang Xin Technology: 7.00% increase, latest price at 40.81 yuan - Dong An Power: 10.03% increase, latest price at 13.16 yuan [1]