证券之星消息，8月26日医疗耗材供应链SPD板块较上一交易日上涨0.05%，康德莱领涨。当日上证指数 报收于3868.38，下跌0.39%。深证成指报收于12473.17，上涨0.26%。医疗耗材供应链SPD板块个股涨跌 见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603987 | 康德来 | 9.64 | 10.05% | 44.33万 | 4.25 乙 | | 603716 | 塞力医疗 | 36.40 | 4.99% | 70.75万 | 25.92亿 | | 605186 | 健磨信息 | 22.74 | 1.93% | 4.01万 | 9109.49万 | | 002421 | 达实智能 | 3.71 | 1.09% | 104.28万 | 3.84亿 | | 300288 | 朗玛信息 | 16.93 | 1.01% | 23.46万 | 3.95亿 | | 000503 | 国新健康 | 11.27 | 0.81% | 24.53万 | 2.76亿 | | 00041 ...

证券代码：002421 证券简称：达实智能 公告编号：2025-080 深圳达实智能股份有限公司 关于举办 2025 年半年度业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 深圳达实智能股份有限公司（以下简称"达实智能"或"公司"）将于 2025 年 9 月 3 日（星期三）15:00-16:30 举办 2025 年半年度业绩说明会。现将有关 事项公告如下： 一、 活动时间及方式 四、 问题征集 为充分保障中小投资者利益，公司依规将在业绩说明会举办前向投资者征集 相关问题，广大投资者可在 2025 年 9 月 2 日（周二）17:00 前发送至公司邮箱： das@chn-das.com。 1. 活动时间：2025 年 9 月 3 日（星期三）15:00-16:30。 2. 活动方式：本次业绩说明会采用云会议及网络视频直播相结合的方式。 3. 活动地点："达实智能"微信视频号等线上路演平台。 二、 出席人员 公司董事长、董事会秘书、财务总监、独立董事（如有特殊情况，参会人员 可能进行调整）。 三、 会议议程 15:00-15:10 开场及参会嘉 ...

大湾区和长三角跨圈联动加速，人才成为关键"变量"。8月21日，由中共滁州市委宣传部、中共滁州市 委网信办主办的"网链湾区·'滁'新引力"主题招商推介活动在深圳前海落地，粤港澳大湾区一批企业家和 专家学者成为"座上宾"。 面向高层次人才及团队，给予最高100万元购房、租房和生活补贴等综合补贴，对创业人才，再给予最 高100万元创领办企业补贴。 对于高级管理人才，给予购房总额30%，最高30万元补贴。企业与高校科研院所开展合作的，按产学研 合作项目金额的20%，最高200万元给予企业补贴。对于高校毕业生同样颇具吸引力，对其购房、租 房、生活等给予全方位补贴，其中最高20万元购房补贴。 当地投资促进局公布的"区位图" 记者也注意到，上述部分高端产业跟深圳有融合交集。去年3月，深圳"20+8"产业集群上线2.0版本，继 续向新兴产业拓增量，打造形成4个万亿级、4个五千亿级、一批千亿级产业集群。其中，深圳新增低空 经济与空天产业集群，人工智能升格单列为1个产业集群，工业母机、激光与增材制造、精密仪器设备3 个产业集群合并为高端装备与仪器产业集群，瞄准高端高质高新。 实际上，两地企业已有深度联动，一批深圳知名企业已经落户 ...

证券日报网讯达实智能（002421）8月21日在互动平台回答投资者提问时表示，公司会在定期报告中披 露对应报告期末的股东总数据。 ...

Market Overview - The IT services sector increased by 1.35% on August 19, with DaShi Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] Top Performers - DaShi Intelligent (002421) closed at 3.80, up 10.14% with a trading volume of 2.6374 million shares [1] - Zhongke JinCai (002657) closed at 42.74, up 10.01% with a trading volume of 719,300 shares [1] - HuaSheng TianCheng (600410) closed at 22.75, up 10.01% with a trading volume of 4.0896 million shares [1] - Runhe Software (300339) closed at 64.77, up 8.02% with a trading volume of 1.8544 million shares [1] - ZhuoYi Information (688258) closed at 78.90, up 7.42% with a trading volume of 92,500 shares [1] Underperformers - Guoyuan Technology (835184) closed at 27.96, down 6.02% with a trading volume of 179,700 shares [2] - Liandi Information (839790) closed at 52.82, down 4.66% with a trading volume of 60,300 shares [2] - Zheda Woxin (600797) closed at 11.09, down 2.97% with a trading volume of 1.2898 million shares [2] Capital Flow - The IT services sector experienced a net outflow of 292 million yuan from institutional investors and a net outflow of 697 million yuan from speculative funds, while retail investors saw a net inflow of 989 million yuan [2] - The capital flow for individual stocks in the IT services sector shows varying trends, with some stocks experiencing significant net inflows from retail investors [3] Notable Capital Movements - Runhe Software (300339) had a net inflow of 301 million yuan from institutional investors, while it faced a net outflow of 259 million yuan from speculative funds [3] - DaShi Intelligent (002421) saw a net inflow of 243 million yuan from institutional investors, with significant outflows from both speculative and retail investors [3] - Other companies like Yuncong Technology (688327) and China Software (600536) also reported notable net inflows from institutional investors [3]

Market Overview - The Shanghai Composite Index closed at 3727.29 points, slightly above the six-month moving average, with a change of -0.02% [1] - The total trading volume of A-shares reached 26,406.80 billion yuan [1] Stocks Performance - A total of 91 A-shares have surpassed the six-month moving average today, with notable stocks showing significant deviation rates [1] - Stocks with the highest deviation rates include: - Fengli Intelligent (13.11%) - Zhongnan Culture (9.63%) - Dashijian (9.25%) [1] Detailed Stock Data - The following stocks have notable performance metrics: - Fengli Intelligent: Today's change of 13.30%, turnover rate of 33.99%, six-month line at 67.54 yuan, latest price at 76.39 yuan [1] - Zhongnan Culture: Today's change of 10.00%, turnover rate of 14.51%, six-month line at 2.41 yuan, latest price at 2.64 yuan [1] - Dashijian: Today's change of 10.14%, turnover rate of 13.14%, six-month line at 3.48 yuan, latest price at 3.80 yuan [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the six-month line include: - Fuling Co., Ltd. - Guanhao High-tech - Lege Co., Ltd. [1]

Core Viewpoint - The A-share market saw a significant rally in Hongmeng concept stocks, with multiple companies experiencing substantial price increases, indicating strong investor interest in this sector [1][2]. Group 1: Stock Performance - Chengmai Technology (300598) reached a 20% increase, with a total market capitalization of 12 billion and a year-to-date increase of 14.44% [2]. - Huiwei Intelligent (832876) rose by 14.27%, with a market cap of 2.508 billion and a remarkable year-to-date increase of 139.61% [2]. - Runhe Software (300339) increased by 11.92%, with a market cap of 53.4 billion and a year-to-date increase of 34.14% [2]. - Dashi Intelligent (002421) saw a 10.14% rise, with a market cap of 8.058 billion and a year-to-date increase of 10.79% [2]. - Zhongke Jincai (002657) increased by 10.01%, with a market cap of 14.5 billion and a year-to-date increase of 133.30% [2]. - Saily Medical (603716) also rose by 10.01%, with a market cap of 6.277 billion and an impressive year-to-date increase of 355.12% [2]. - Tax Friend Shares (603171) increased by 8.68%, with a market cap of 22.5 billion and a year-to-date increase of 82.42% [2]. - Guozi Software (872953) rose by 7.82%, with a market cap of 5.759 billion and a year-to-date increase of 114.64% [2]. - Other notable increases include Dazhihui (601519) at 7.49%, Huali Shares (603038) at 7.20%, and Changshan Beiming (000158) at 7.19% [2]. Group 2: Market Trends - The overall trend indicates a strong performance in the Hongmeng concept sector, reflecting growing confidence among investors in the potential of these companies [1][2]. - The significant year-to-date increases for many of these stocks suggest a bullish sentiment in the market, particularly for technology and software-related firms [2].

Core Viewpoint - The A-share market saw a significant rally in Hongmeng concept stocks, with multiple companies experiencing substantial price increases, indicating strong investor interest in this sector [1]. Group 1: Stock Performance - Chengmai Technology (300598) reached a 20% limit up, with a total market value of 12 billion and a year-to-date increase of 14.44% [2]. - Huiwei Intelligent (832876) surged by 14.27%, with a market capitalization of 2.508 billion and a remarkable year-to-date increase of 139.61% [2]. - Runhe Software (300339) rose by 11.92%, with a market value of 53.4 billion and a year-to-date increase of 34.14% [2]. - Dashijian (002421) increased by 10.14%, with a market capitalization of 8.058 billion and a year-to-date increase of 10.79% [2]. - Zhongke Jincai (002657) also saw a 10.01% rise, with a market value of 14.5 billion and a year-to-date increase of 133.30% [2]. - Saili Medical (603716) experienced a 10.01% increase, with a market capitalization of 6.277 billion and an impressive year-to-date increase of 355.12% [2]. - Taxfriend (603716) rose by 8.68%, with a market value of 22.5 billion and a year-to-date increase of 82.42% [2]. - Guozi Software (872953) increased by 7.82%, with a market capitalization of 5.759 billion and a year-to-date increase of 114.64% [2]. - Dazhihui (601519) saw a 7.49% increase, with a market value of 36.8 billion and a year-to-date increase of 100.11% [2]. - Huali Co. (603038) rose by 7.20%, with a market capitalization of 4.162 billion, but a year-to-date decrease of 4.92% [2]. - Changshan Beiming (000158) increased by 7.19%, with a market value of 43.2 billion and a year-to-date increase of 34.06% [2]. - Ruantong Power (301236) rose by 6.59%, with a market capitalization of 58.7 billion and a year-to-date increase of 5.17% [2]. - Chicheng Co. (834407) increased by 6.30%, with a market value of 1.744 billion and a year-to-date increase of 52.27% [2]. - Yanshan Technology (002195) rose by 5.74%, with a market capitalization of 36.6 billion and a year-to-date increase of 62.47% [2].

Group 1 - The article highlights the top 20 stocks with significant capital inflow as of August 19, with Sichuan Changhong leading at 872 million yuan [1] - Other notable stocks include Runhe Software with 546 million yuan, Haili Shares with 432 million yuan, and Yuyin Shares with 426 million yuan [1] - The total capital inflow for these top stocks indicates strong market interest and potential investment opportunities in these companies [1]

Core Insights - The company reported a significant growth in its AIoT smart IoT control platform, which is becoming the core engine of its strategic transformation despite facing revenue and profit pressures due to fluctuations in downstream demand [1][2] Group 1: Financial Performance - In the first half of 2025, the company achieved a signed contract amount of 25.04 million yuan for its AIoT platform, representing a year-on-year increase of 214.35% [1] - Revenue from the AIoT platform grew by 24.77% year-on-year [1] - The company's overseas business revenue surpassed 1 million yuan for the first time, reaching 2.1448 million yuan [2] Group 2: Technological Advancements - The company launched the AIoT smart IoT control platform V7, which integrates AI models and real-time data access to large language models, enhancing various AI applications [1] - New AI applications include features for optimizing cooling demand forecasting, central air conditioning adjustments, and energy consumption anomaly detection [1] Group 3: Strategic Partnerships and Market Expansion - The company established collaborations with leading clients in various industries, including well-known commercial banks and top electric vehicle manufacturers, to facilitate smart upgrades in their headquarters and parks [1] - The company is setting up a wholly-owned subsidiary in Saudi Arabia to expand its presence in the Middle East market [2] Group 4: ESG Initiatives - The company led the formulation of the "Shenzhen Efficient Refrigeration Room Carbon Inclusive Methodology (Trial)" and implemented carbon inclusive certification trading in its efficient refrigeration room project, becoming a national pioneer in this area [2] - The company's ESG rating was upgraded to "A" level [2] Group 5: Future Outlook - The company aims to continue its strategic positioning based on self-developed AIoT platforms, focusing on AI technology innovation, optimizing business structure, and enhancing risk management to achieve high-quality growth [2]