| | | | | Al智能体板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 300840 | 酷特智能 | 演 | 16.63 | 45.62亿 | -4.58 | | 2 | 002757 | 南兴股份 | | 10.01 | 52.30亿 | 16.06 | | 3 603123 | | 翠微股份 1 | | 9.98 | 141亿 | 119.01 | | ব | 301330 | 滴基科技 * | | 7.76 | 75.15亿 | 44.83 | | 5 | 603171 | 税友股份 | | 5.50 | 218亿 | 77.11 | | 6 | 002657 | 中科金财 | 海 | 5.15 | 101亿 | 62.77 | | 7 | 300058 | 蓝色光标 | 中 | 4.68 | 337亿 | 41.76 | | 8 | 300170 | 汉得信息 1 | | 3.57 | 181亿 | 43.14 | | 9 | 3006 ...

Group 1 - The People's Bank of China will implement a new action plan for the management and service system of digital RMB, with a new framework and ecosystem set to launch on January 1, 2026, marking an upgrade from digital cash to digital deposit currency [1] - As of November 2025, digital RMB has processed 3.48 billion transactions with a total transaction amount of 16.7 trillion yuan, and 230 million personal wallets have been opened through the digital RMB app [1] - The digital RMB concept stocks saw a collective rise on December 29, with notable increases in stocks such as Hengbao Co., Ltd. and Lakala, which rose by 8.31% and 12.57% respectively [1] Group 2 - Seven concept stocks received over 1 billion yuan in net inflows on December 29, with Lakala leading at 371 million yuan [2] - The application scenarios for digital RMB are expanding rapidly from personal consumption to industrial finance, cross-border trade, and public services [2] - The digital RMB is being integrated into various innovative applications, including debt settlement in Hunan and financial products in the poultry industry by Postal Savings Bank [2] Group 3 - Guotai Junan Securities believes that digital RMB will accelerate penetration across the supply chain, with significant growth potential in banking IT and fintech sectors [3] - A total of 64 A-share companies are involved in digital RMB-related businesses, with the computer industry having the highest representation at 43 companies [3] - Eight concept stocks have been heavily favored by institutional investors, with a total market value of 2.939 billion yuan held by social security funds and pension funds [3] Group 4 - Unisoc's third-quarter report indicates that social security funds have newly entered as major shareholders, with a combined holding value of 1.89 billion yuan [4] - The company has made technological advancements in hardware related to digital currency and stablecoins, achieving market results in the digital RMB wallet sector [4] - Eight stocks received significant foreign investment, with a total holding value of 536 million yuan, indicating strong interest from QFII [4]

Group 1 - Zhongke Jincai's stock price increased by 2.02% to 28.28 CNY per share, with a trading volume of 298 million CNY and a market capitalization of 9.617 billion CNY [1] - The company has seen a year-to-date stock price increase of 54.37%, with a recent 5-day increase of 4.82% and a 20-day increase of 3.74%, but a 60-day decline of 13.30% [1] - Zhongke Jincai has appeared on the "龙虎榜" (a stock trading list) 9 times this year, with the most recent appearance on August 19, where it recorded a net buy of -102 million CNY [1] Group 2 - Zhongke Jincai, established on December 10, 2003, and listed on February 28, 2012, specializes in application software development, technical services, and related computer information system integration services [2] - The company's 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 [2] - As of September 30, 2025, Zhongke Jincai reported a revenue of 544 million CNY, a year-on-year increase of 1.99%, but a net profit attributable to shareholders of -112 million CNY, a decrease of 42.83% year-on-year [2] Group 3 - Since its A-share listing, Zhongke Jincai has distributed a total of 60.4578 million CNY in dividends, with no dividends paid in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include Huabao Zhongzheng Financial Technology Theme ETF as the second-largest shareholder, increasing its holdings by 2.7005 million shares [3] - New shareholders include Guangfa Industry Select Three-Year Holding Mixed A and Bosera Financial Technology ETF, among others, indicating a shift in institutional holdings [3]

翠微股份直线触板，赢时胜涨近10%，中科金财、东信和平、四方精创、恒宝股份等纷纷冲高。 (本文来自第一财经) 翠微股份直线触板，赢时胜涨近10%，中科金财、东信和平、四方精创、恒宝股份等纷纷冲高。 (本文来自第一财经) ...

Group 1 - The core viewpoint is that the financial technology sector is experiencing strong growth, with the China Securities Finance Technology Theme Index rising by 2.48% and several constituent stocks showing significant gains [1] - The China Securities Regulatory Commission (CSRC) announced on December 6 that it will enhance classified regulation, optimize evaluation indicators for quality institutions, and moderately expand capital space and leverage limits to improve capital utilization efficiency [1] - Non-bank financials are currently undervalued, providing a safety margin, with the insurance sector benefiting from economic recovery and rising interest rates, particularly in health and pension insurance [1] Group 2 - The Financial Technology ETF closely tracks the China Securities Finance Technology Theme Index, which reflects the overall performance of listed companies in the financial technology sector [2] - As of November 28, 2025, the top ten weighted stocks in the index account for 53.31% of the total, including companies like Tonghuashun and Dongfang Caifu [2]

从中长期投资逻辑来看，金融科技板块弹性十足，对流动性改善反映迅速，目前A股有望迎更多增量资 金进场，金融科技板块有望持续受益：互联网券商基本面预期有望持续改善，金融IT等作为顺周期高 弹性品种，也持续受益于交易量提振，C端炒股软件景气度向上，B端金融IT需求逐步释放。 展望板块2026年投资策略，东吴证券观点认为，金融科技机会主要围绕两条主线展开：短期看市场活跃 的持续性，2025年资本市场活跃度仍在持续，互联网券商在2025年及2026年上半年仍会有一定的业绩释 放；中期关注金融IT业绩弹性，随着政策发力推动金融行业基本面改善，同时券商信创稳步推进，也 将使金融IT公司收益逐步增长。 12月8日早盘，受利好消息刺激，金融科技高开高走，赢时胜大涨超15%，中科金财、创识科技、银之 杰、四方精创等多股涨超5%，指南针、东方财富、同花顺、大智慧等互联网券商涨超2%。 热门ETF方面，同类规模最大的金融科技ETF（159851）场内继续反弹超2%，成交额快速放量超2亿 元，资金实时净申购8700万份，此前一周已有超4亿元加码！ | 分时 多日 1分 5分 · | F9 盘前盘后 露加 九射 面线 工具 @ (2 > ...

Group 1 - The core viewpoint of the articles highlights the resurgence of the fintech sector driven by AI applications, with the China Securities Financial Technology Theme Index rebounding and constituent stocks generally closing in the green, with 51 stocks rising over 1% [1][3] - The AI assistant Qianwen App from Alibaba has surpassed 10 million downloads within a week of its public testing, making it the fastest-growing AI application, outpacing competitors like ChatGPT and Sora [3] - Financial institutions are increasingly adopting AI technologies in core business areas and back-office scenarios, indicating a significant shift towards digital transformation in the financial sector [3] Group 2 - The largest fintech ETF (159851) experienced a price increase of 2% after a period of adjustment, with a trading volume of 367 million yuan on the day [1][4] - The financial technology ETF has a current scale exceeding 9 billion yuan, with an average daily trading volume of 800 million yuan over the past six months, indicating strong liquidity and market interest [4] - East Wu Securities suggests focusing on fintech opportunities through the fintech ETF and its associated funds, emphasizing coverage of internet brokerages, financial IT, cross-border payments, and AI applications [3][4]

证券代码：002657 证券简称：中科金财 公告编号：2025-059 北京中科金财科技股份有限公司 关于对全资子公司担保的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 北京中科金财科技股份有限公司（以下简称"公司"） 2024 年年度股东大 会审议通过了《关于审议年度担保额度的议案》，同意公司及各级全资下属公司 之间相互提供担保，担保的额度不超过人民币 50,000 万元，有效期自公司 2024 年年度股东大会审议通过之日起至 2025 年年度股东大会召开之日止。详见公司 于 2025 年 4 月 23 日披露的《关于年度担保额度的公告》。 一、担保情况概述 | 项目 | 2024 年 12 月 31 日（元） | 2025 年 9 月 30 日（元） | | --- | --- | --- | | 资产总额 | 41,144,616.20 | 42,671,350.22 | | 负债总额 | 82,678,207.05 | 179,719,679.83 | | 净资产 | -41,533,590.85 | -137,048,329.61 | | 项 ...

Group 1 - The company, Zhongke Jincai, announced the completion of the registration for the reserved portion of the 2025 restricted stock incentive plan [2] - The number of shares granted in the reserved registration is 172,975 shares [2] - The grant price for the shares is set at 14.60 yuan per share [2] Group 2 - A total of 19 individuals are involved in the reserved grant registration [2] - The source of the shares is from the company's repurchased A-shares held in a dedicated securities account [2] - The completion date for the grant is November 19, 2025 [2]

证券代码：002657 证券简称：中科金财 公告编号：2025-058 北京中科金财科技股份有限公司 关于 2025 年限制性股票激励计划预留部分授予登记完成的 公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： 预留授予登记数量：172,975 股 授予价格：14.60 元/股 预留授予登记人数：19 人 股票来源：公司回购股份专用证券账户已回购的中科金财 A 股普通股股票 授予完成日期：2025 年 11 月 19 日 根据《上市公司股权激励管理办法》（以下简称"《管理办法》 "）、深圳 证券交易所、中国证券登记结算有限责任公司深圳分公司有关规则的规定，北 京中科金财科技股份有限公司（以下简称"公司"）完成了 2025 年限制性股票 激励计划（以下简称"本激励计划"）预留部分授予登记工作，现将有关事项 公告如下： 一、本激励计划已履行的决策程序和信息披露情况 1．2025 年 8 月 7 日，公司召开第七届董事会第三次会议，审议通过了《关 于<北京中科金财科技股份有限公司 2025 年限制性股票激励计划（草案）>及 其摘要的议案》、《关于 ...