证券之星消息，12月1日IT服务板块较上一交易日上涨0.86%，星图测控领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。IT服务板块个股涨跌见下表： 从资金流向上来看，当日IT服务板块主力资金净流出5.91亿元，游资资金净流出8346.74万元，散户资金 净流入6.74亿元。IT服务板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300170 汉得信息 | | 4.57 Z | 13.36% | -1.30 Z | -3.80% | -3.27 Z | -9.55% | | 300496 中科创达 | | 1.73亿 | 8.68% | 286.59万 | 0.14% | -1.76 Z | -8.82% | | 000034 神州数码 | | 1.39 Z | 9.97% | -5722.78万 | -4.12% | -8131. ...

11月24日，太极股份盘中上涨2.03%，截至13:16，报24.18元/股，成交7786.25万元，换手率0.53%，总 市值150.70亿元。 资金流向方面，主力资金净流出68.91万元，特大单买入389.40万元，占比5.00%，卖出358.70万元，占 比4.61%；大单买入1275.86万元，占比16.39%，卖出1375.47万元，占比17.67%。 责任编辑：小浪快报 截至11月10日，太极股份股东户数5.72万，较上期增加3.22%；人均流通股10843股，较上期减少 3.12%。2025年1月-9月，太极股份实现营业收入48.65亿元，同比增长12.15%；归母净利润404.65万元， 同比增长114.31%。 分红方面，太极股份A股上市后累计派现11.91亿元。近三年，累计派现2.84亿元。 机构持仓方面，截止2025年9月30日，太极股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股882.38万股，相比上期减少141.59万股。南方中证1000ETF（512100）位居第九大流通股 东，持股399.19万股，相比上期减少3.35万股。 太极股份今年以来股价涨2.51%， ...

Core Viewpoint - The importance of listed companies in stabilizing the capital market and promoting sustainable development is increasingly recognized, especially in the current environment where market sentiment is volatile. High-quality companies that focus on core operations and deliver excellent performance are essential to restore investor confidence and stabilize market expectations [1]. Group 1: Market Valuation and Investment Opportunities - A-share valuations are currently at a low level, indicating potential for recovery and highlighting long-term investment value [2][3]. - The medical industry is expected to grow significantly due to China's large population and increasing healthcare demands, driven by the "Healthy China" strategy [2]. - The market is experiencing a divergence where funds are increasingly concentrated on high-quality companies, reflecting a shift towards value investing [4][5]. Group 2: Company Actions and Strategies - Companies like Aier Eye Hospital are committed to aligning interests with investors and enhancing performance, achieving a market value of approximately 80 billion yuan, which is 12 times its initial listing value [6]. - Dabeinong is balancing short-term and long-term goals through employee stock ownership plans to ensure sustainable growth [6]. - Guolinda aims for stable revenue growth and successful cloud transformation while focusing on shareholder returns [7]. Group 3: Economic Environment and Future Outlook - Positive fiscal policies are anticipated in the second half of the year, which may improve the macroeconomic environment and boost investor confidence [3]. - The A-share market is expected to gradually return to value investing as macro policies adjust and market sentiment stabilizes [2][3]. - The inclusion of A-shares in the MSCI index is seen as a beneficial factor, indicating a potential shift in market investment styles towards high-quality growth companies [4].

Core Viewpoint - Taiji Co., Ltd. announced the convening of its first temporary board meeting for 2025 on November 18, 2025, to discuss the appointment of a board secretary and other documents [1] Company Summary - For the first half of 2025, Taiji Co., Ltd.'s revenue composition is as follows: enterprises account for 46.13%, government agencies for 40.23%, public institutions for 10.21%, and other industries for 3.43% [1] - As of the report date, Taiji Co., Ltd. has a market capitalization of 15.5 billion yuan [1]

关于选举职工代表董事的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 一、选举职工代表董事情况 鉴于太极计算机股份有限公司（以下简称"公司"）第六届董事会任期届满， 根据《公司法》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公 司规范运作》等有关法律法规的规定，公司按法定程序开展换届选举工作，公司 第七届董事会由 9 名董事组成，其中 1 名为职工代表董事。 公司于近日召开职工代表大会，以无记名投票方式选举柴永茂先生为公司第 七届董事会职工代表董事（简历详见附件）。柴永茂先生与公司 2025 年第一次 临时股东大会选举产生的其他董事共同组成公司第七届董事会，任期至第七届董 事会任期届满之日止。 本次董事会换届选举完成后，公司董事会中兼任公司高级管理人员以及由职 工代表担任的董事人数总计未超过公司董事总数的二分之一，符合相关法律法规 和规范性文件的规定。 二、备查文件 证券代码：002368 证券简称：太极股份 公告编号：2025-045 太极计算机股份有限公司 特此公告。 太极计算机股份有限公司 董事会 2025 年 11 月 18 日 1 ...

证券代码：002368 证券简称：太极股份 公告编号：2025-046 太极计算机股份有限公司 2025 年第一次临时股东大会决议公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 特别提示： 1、本次股东大会没有出现否决议案的情形，本次股东大会不涉及变更前次股东 大会决议的情形。 2、本次股东大会对中小投资者的表决单独计票。 二、会议出席情况 一、会议召开情况 1、召开时间： （1）现场会议召开时间：2025 年 11 月 18 日下午 14:00 （2）网络投票时间：2025 年 11 月 18 日 其中，通过互联网投票系统投票的具体时间为 2025 年 11 月 18 日 9:15 至 15:00 期间的任意时间；通过深圳证券交易所交易系统进行网络投票的具体时间 为 2025 年 11 月 18 日上午 9:15—9:25,9:30—11:30 和下午 13:00—15:00。 2、召开地点： 现场会议地点：北京市朝阳区容达路 7 号院中国电科太极信息产业园 C 座 会议中心。 3、召开方式：现场表决与网络投票相结合方式。 4、召集人和主持人：由公司第六 ...

北京市天元律师事务所 关于太极计算机股份有限公司 2025 年第一次临时股东大会的法律意见 京天股字（2025）第 710 号 致：太极计算机股份有限公司 太极计算机股份有限公司（以下简称"公司"）2025 年第一次临时股东大 会（以下简称"本次股东大会"）采取现场投票与网络投票相结合的方式，其中 现场会议于 2025 年 11 月 18 日 14:00 在北京市朝阳区容达路 7 号院中国电科太 极信息产业园 C 座会议中心召开。北京市天元律师事务所（以下简称"本所"） 接受公司聘任，指派本所律师参加本次股东大会现场会议，并根据《中华人民共 和国公司法》、《中华人民共和国证券法》（以下简称"《证券法》"）、《上 市公司股东会规则》（以下简称"《股东会规则》"）以及《太极计算机股份有 限公司章程》（以下简称"《公司章程》"）等有关规定，就本次股东大会的召 集、召开程序、出席现场会议人员的资格、召集人资格、会议表决程序及表决结 果等事项出具本法律意见。 为出具本法律意见，本所律师审查了《太极计算机股份有限公司第六届董事 会第二十二次会议决议公告》《太极计算机股份有限公司第六届监事会第十九次 会议决议公告》《太极计 ...

证券代码：002368 证券简称：太极股份 公告编号：2025-047 太极计算机股份有限公司 第七届董事会第一次会议决议公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 一、董事会会议召开情况 太极计算机股份有限公司（以下简称"公司"）于 2025 年 11 月 18 日召开 2025 年第一次临时股东大会，选举产生公司第七届董事会成员，为保证董事会工作的 连贯性，公司第七届董事会第一次会议通知于当日以口头的方式发出，会议于 2025 年 11 月 18 日在中国电科太极信息产业园 C 座会议中心以现场表决的方式 召开。 经董事会全体成员推举，本次会议由董事孙亭先生主持，会议应到董事 9 位，实到董事 9 位，公司部分高级管理人员列席了会议。本次会议的召开符合《公 司法》和《公司章程》的有关规定。 二、董事会会议审议情况 （一）审议通过了《关于选举第七届董事会董事长的议案》 全体董事一致选举孙亭先生为公司第七届董事会董事长，任期与公司第七届 董事会一致。 孙亭先生简历详见附件。 表决结果：9票同意、0票反对、0票弃权。 （二）审议通过了《关于选举公司董事会 ...

Core Viewpoint - On November 11, Taiji Co., Ltd. experienced a 1.57% decline in stock price with a trading volume of 189 million yuan, indicating a potential shift in investor sentiment and market dynamics [1] Financing Summary - On November 11, Taiji Co., Ltd. had a financing buy-in amount of 23.64 million yuan and a financing repayment of 20.17 million yuan, resulting in a net financing buy of 3.47 million yuan [1] - As of November 11, the total financing and securities lending balance for Taiji Co., Ltd. was 895 million yuan, with the financing balance at 893 million yuan, accounting for 5.71% of the circulating market value, which is above the 90th percentile of the past year [1] - The company had a securities lending repayment of 4,100 shares and a securities lending sell of 3,700 shares on November 11, with a lending balance of 134,140 yuan, which is below the 20th percentile of the past year [1] Business Performance - For the period from January to September 2025, Taiji Co., Ltd. reported a revenue of 4.865 billion yuan, representing a year-on-year growth of 12.15%, and a net profit attributable to shareholders of 4.0465 million yuan, showing a significant year-on-year increase of 114.31% [2] - The company has cumulatively distributed 1.191 billion yuan in dividends since its A-share listing, with 284 million yuan distributed over the past three years [3] Shareholder Information - As of October 31, the number of shareholders for Taiji Co., Ltd. was 55,400, a decrease of 0.52% from the previous period, while the average circulating shares per person increased by 0.53% to 11,193 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 8.8238 million shares, a decrease of 1.4159 million shares from the previous period [3]

Investment Rating - The report maintains a "Recommended" rating for the computer industry, indicating a potential upside of over 15% relative to the benchmark index [5]. Core Insights - The report highlights the significance of recent equity transfers between major state-owned enterprises (SOEs), which are expected to enhance resource synergy and collaboration in the digital transformation sector [1][2]. - The strategic cooperation agreement signed between Taiji Technology and Deep Sanda aims to leverage their strengths in areas such as cloud computing and digital transformation, contributing to the national digital economy [2][3]. - The report emphasizes the government's strong focus on SOE reform, with the recent equity transfers signaling an acceleration in this process and a commitment to enhancing innovation capabilities within the industry [3]. Summary by Sections Equity Transfers - Deep Sanda's major shareholder, China Electronics Group, transferred a total of 34.253 million shares, reducing its stake from 47.23% to 44.22% [1]. - Taiji Technology saw a transfer of 28.932 million shares, with China Electronics Group's stake decreasing from 38.76% to 34.11% [2]. Strategic Cooperation - The partnership between Taiji Technology and Deep Sanda is set to strengthen their collaboration in digital solutions, aiming to create a comprehensive digital strategy for the industry [2]. Policy Support - The report notes that the Chinese government is actively promoting SOE reforms, which are expected to lead to better resource allocation and innovation in the computer industry [3][4]. - The focus on enhancing core technologies and fostering a new system for national innovation is seen as a significant trend that will benefit the industry [4]. Investment Recommendations - The report suggests focusing on companies such as China Software, Putian Technology, and others that are well-positioned to benefit from the ongoing SOE reforms and digital transformation initiatives [4].