证券之星消息，9月2日IT服务板块较上一交易日下跌4.76%，宏景科技领跌。当日上证指数报收于 3858.13，下跌0.45%。深证成指报收于12553.84，下跌2.14%。IT服务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) | | --- | --- | --- | --- | --- | --- | | 835184 | 国源科技 | 27.89 | 4.46% | 11.33万 | 3.12亿 | | 835305 | *ST云创 | 16.59 | 3.95% | 8.43万 | 1.38亿 | | 600410 | 华胜天成 | 23.87 | 3.42% | 386.83万 | 90.53亿 | | 837092 | 汉鑫科技 | 43.04 | 1.99% | 1.75万 | 7362.33万 | | 688066 | 航天宏图 | 37.30 | 1.91% | 32.04万 | 11.57亿 | | 430564 | 天润科技 | 26.70 | 1.64% | 3.28万 | 8653.89万 | | 832171 | 志晟信息 ...

Market Overview - The probability of the Federal Reserve maintaining interest rates in September is 10.4%, while the probability of a 25 basis point rate cut is 89.6% [2] - A-share financing balance reached a historical high of 2.28 trillion, with a financing buy amount of 323 billion, accounting for 11.63% of A-share transaction volume [2] - The financial sector saw significant movements, with stocks like Pacific Securities hitting the daily limit [2] Solid-State Battery Sector - The solid-state battery concept has shown strong performance, with companies like Dexin Technology achieving three consecutive daily limits [3] - Recent capital operations in the solid-state battery sector include Huayu Automotive's acquisition of a 49% stake in Shanghai SAIC Qingtao Energy Technology for 206 million [3] Market Dynamics - The central bank conducted a net withdrawal of 150.1 billion through reverse repos, with the market opening at 3,877 points and fluctuating between 3,828 and 3,885 points [4] - The market has seen a significant increase in trading volume, with a half-day turnover of 1.91 trillion, up 80.5 billion from the previous trading day [4] Support Levels - The 3,830-point level is identified as a strong support, attracting buying interest [5] - If the market can maintain levels between 3,830 and 3,850 points, stability is expected for the following day [5] Technical Indicators - The 20-day moving average is at 3,753 points, indicating a narrowing distance to the index [7] - A sustained test of the 3,830-point support over three days could lead to a gradual upward trend in the market [7]

Group 1 - The three major indices collectively declined, with significant drops in digital currency concept stocks, particularly the financial technology ETF Huaxia (516100) which fell by 3.75% [1] - Among the holdings, Zhongke Jincai hit the daily limit down, while Dongxin Pinghe and Sifang Jichuang both dropped over 9% [1] - The brokerage ETF (515010) saw a recovery in the afternoon, narrowing its decline to 0.4%, with mixed performance among its holdings [1] Group 2 - Stablecoins are rapidly evolving from niche payment tools to essential infrastructure in global finance, anchored to stable assets like the US dollar and gold [1] - They play an irreplaceable role in pricing and settlement in RWA transactions, enhancing efficiency and reducing costs for cross-border capital flows [1] - The deep integration of stablecoins with RWAs is expected to continuously reshape the global financial ecosystem, creating more diverse and complex business opportunities and challenges [1] Group 3 - The financial technology ETF Huaxia (516100) closely tracks the CSI Financial Technology Theme Index, covering software development, internet finance, and the digital currency industry chain [1] - It is recognized as a "new bull market flag bearer" and is expected to benefit from a market recovery and the dual catalysts of AI [1]

Group 1 - Several companies, including Zhongyou Capital and Zhongke Jincai, hit the limit down, indicating significant declines in their stock prices [1] - Dongxin Peace fell over 9%, while companies such as Sifang Jingchuang and Jingbeifang dropped more than 8% [1] - New Guodu, Tianrongxin, Hailian Jinhui, and Hengbao shares experienced declines exceeding 7% [1]

2日早盘，金融科技大幅下挫，金融科技ETF领跌全市场，数字货币等热门概念股悉数回调！其中，中 科金财跌停，东信和平、四方精创、京北方、新国读、恒宝股份、拉卡拉等多股跌超6%。上涨方面， 仅4股逆市飘红，荣联科技领涨5%，银之杰、财富趋势等涨超2%。 热门ETF方面，百亿金融科技ETF（159851）盘中重挫超4%跌穿10日线，场内持续溢价交易，行情回 调之际，资金净申购超2亿份，实时成交额超8亿元，环比放量明显。 责任编辑：杨赐 多角度把握金融科技机会，建议重点关注金融科技ETF（159851）及其联接基金（A类013477、C类 013478），标的指数全面覆盖了互联网券商、金融IT、跨境支付、AI应用、华为鸿蒙等热门主题。截 至9月1日，金融科技ETF（159851）最新规模超100亿元，年内日均成交额超6亿元，规模、流动性在跟 踪同一标的指数的3只ETF中断层第一！ 数据来源：沪深交易所等。 风险提示：金融科技ETF被动跟踪中证金融科技主题指数，该指数基日为2014.6.30，发布日期为 2017.6.22，该指数2020-2024年年度涨跌幅分别为：10.46%、7.16%、-21.40%、10.03 ...

Group 1 - Digital currency concept stocks continue to decline, with Zhongyou Capital and Zhongke Jincai hitting the daily limit down [1] - Dongxin Peace falls over 9%, while Sifang Jingchuang and Jingbeifang drop more than 8% [1]

Group 1 - The A-share market experienced a pullback in digital currency stocks, with notable declines in several companies [1] - Zhongke Jincai approached the limit down, while Dongxin Peace, Sifang Chuangxin, and Zhongyou Capital fell over 7% [1] - Other companies such as Jingbeifang, Tianrongxin, Xinguodu, Hengbao, Lakala, Hailian Jinhui, Xiongdi Technology, Tianyang Technology, Chutianlong, Changliang Technology, and Cuiwei shares dropped over 5% [1] Group 2 - Zhongke Jincai saw a decline of 9.70%, with a total market value of 14 billion and a year-to-date increase of 125% [2] - Dongxin Peace decreased by 7.61%, with a market capitalization of 16.1 billion and a year-to-date increase of 171.82% [2] - Sifang Chuangxin fell by 7.44%, with a market value of 23.5 billion and a year-to-date increase of 172.59% [2] - Zhongyou Capital dropped by 7.42%, with a market capitalization of 153 billion and a year-to-date increase of 78.65% [2] - Jingbeifang decreased by 6.71%, with a market value of 20.5 billion and a year-to-date increase of 135.63% [2] - Tianrongxin fell by 5.82%, with a market capitalization of 12.4 billion and a year-to-date increase of 63.54% [2] - Other companies also reported declines, with varying market values and year-to-date performance [2]

Group 1 - The digital currency sector experienced a decline at the beginning of trading on September 2, with companies such as Zhongke Jincai, Runhe Software, Xiaogoods City, and Zhongyou Capital all dropping over 4% [1] - Companies Jingbeifang and Sifang Jingchuang saw declines of more than 3% [1]

Core Insights - Zhongke Jincai's stock price increased by 153.38% year-to-date, with a recent price of 46.42 CNY per share as of September 1 [1] - The company has faced a net outflow of 77.44 million CNY in principal funds, with significant trading activity noted in the last few weeks [1][2] - The company reported a revenue of 345 million CNY for the first half of 2025, reflecting a year-on-year growth of 14.36%, but also recorded a net loss of 84.95 million CNY, a decrease of 71.51% compared to the previous year [2] Company Overview - Zhongke Jincai Technology Co., Ltd. was established on December 10, 2003, and went public on February 28, 2012 [1] - The company is primarily engaged in application software development, technical services, and related computer information system integration services [1] - The revenue composition includes: 50.81% from data center comprehensive services, 31.66% from financial technology comprehensive services, 14.01% from artificial intelligence comprehensive services, and 3.52% from other services [1] Shareholder and Market Activity - As of June 30, 2025, the number of shareholders increased to 95,800, with an average of 3,510 circulating shares per person [2] - The company has appeared on the trading leaderboard nine times this year, with the most recent instance on August 19, where it recorded a net buy of -102 million CNY [1] - Major shareholders include Hong Kong Central Clearing Limited and Huabao Zhongzheng Financial Technology Theme ETF, with notable increases in their holdings [3]

Core Viewpoint - The recent issuance of the "Artificial Intelligence+" action plan by the State Council serves as a strong policy catalyst for the AI application sector in A-shares, yet the stock prices of AI application companies experienced a decline after an initial rise, while AI hardware companies saw their stock prices increase significantly [1] Group 1: AI Application Sector Performance - AI education leader Jafa Education (300559.SZ) reported a revenue of 273 million yuan for the first half of 2025, a year-on-year increase of 5.03%, but its net profit decreased by 4.60% to 40.78 million yuan, indicating that AI business has not yet formed a significant revenue contribution [2][3] - Kunlun Wanwei (300418.SZ) achieved a revenue of 3.733 billion yuan, a 49.23% year-on-year increase, but reported a net loss of 859 million yuan, with operating costs rising by 106.21% to approximately 1.125 billion yuan, leading to a situation of increasing revenue but decreasing profit [3][4] - Zhongke Jincai (002657.SZ) reported a revenue of 345 million yuan, a 14.36% increase, but a net loss of 84.95 million yuan, with cumulative losses over the past four years amounting to approximately 510 million yuan [8][10] - Chinese Online (300364.SZ) achieved a revenue of 556 million yuan, a 20.40% increase, but reported a net loss of 226 million yuan, with sales expenses rising significantly, indicating a struggle to convert revenue growth into profit [9][10] Group 2: AI Agent Sector Performance - Guotou Intelligent (300188.SZ) reported AI-related product revenue of approximately 167 million yuan, accounting for 30% of total revenue, indicating that AI has become a significant income source for the company [11] - Nengke Technology (603859.SH) achieved AI-related revenue of approximately 211 million yuan, a year-on-year increase of 145.60%, with this segment contributing significantly to overall growth [11] - Tax Friend Co., Ltd. (603171.SH) reported AI-driven revenue of approximately 165 million yuan, representing 26.59% of its smart tax business sales, demonstrating that AI applications are translating into actual revenue [12]