从中证互联网医疗主题指数持仓样本的行业来看，医药卫生占比64.12%、信息技术占比30.88%、通信 服务占比5.00%。 资料显示，指数样本每季度调整一次，样本调整实施时间分别为每年3月、6月、9月和12月的第二个星 期五的下一交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在 下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将 其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 从指数持仓来看，中证互联网医疗主题指数十大权重分别为：乐普医疗（6.7%）、嘉和美康 （5.83%）、海尔生物（5.52%）、久远银海（5.46%）、药易购（5.1%）、卫宁健康（5.06%）、爱尔 眼科（5.04%）、思创医惠（5.0%）、东华软件（4.95%）、大参林（4.92%）。 从中证互联网医疗主题指数持仓的市场板块来看，深圳证券交易所占比55.77%、上海证券交易所占比 44.23%。 金融界8月13日消息，上证指数高开高走，中证互联网医疗主题指数 (CS互医疗，930720)上涨0.25%， 报2762.05点， ...

Core Viewpoint - The company Jiuyuan Yinhai (002777) is actively investing in AI technology, focusing on applications in various sectors such as healthcare, digital governance, and smart cities, leveraging its proprietary "Wen Yu" industry model and intelligent application development platform [1] Group 1: Company Performance - As of August 12, 2025, Jiuyuan Yinhai's stock closed at 19.99 yuan, down 2.87%, with a turnover rate of 5.38%, a trading volume of 217,500 shares, and a transaction value of 438 million yuan [1] - On the same day, the company experienced a net outflow of 57.08 million yuan from institutional investors and a net outflow of 9.72 million yuan from speculative investors, while retail investors showed a net inflow of 66.80 million yuan [1] Group 2: AI Technology and Applications - The company has been focusing on AI technology innovation and practice for many years, increasing investment in large models across various industries [1] - In the governance sector, Jiuyuan Yinhai is developing intelligent applications such as smart customer service, smart processing, and smart supervision to enhance service innovation and decision-making [1] - In healthcare, the company is integrating its "Medical AI Knowledge Base" to manage the entire process of diagnosis, enhancing smart medical services and management [1] - In the smart city domain, Jiuyuan Yinhai is creating products like urban intelligent hubs to improve urban governance systems and capabilities [1]

四川久远银海软件股份有限公司的主营业务是聚焦医疗医保、数字政务、智慧城市三大战略方向，面向 政府部门以及行业生态主体，围绕医疗健康、医疗保障、人力资源和社会保障、民政、住房金融、市场 监管、智慧城市等领域，利用大数据、云计算、区块链、人工智能及移动互联等技术，实现以科技赋能 民生，助力国家治理体系和治理能力现代化建设，助力"健康中国"行动和"数字中国"建设。公司的主要 产品是医疗保障、医疗健康、人力资源和社会保障、住房金融、民政、市场监管、工会、人大政协、智 慧城市、技术体系。公司是国家高新技术企业，四川省企业技术中心，连续多年荣获"中国软件产业十 强创新软件企业""四川省软件和信息技术服务业综合竞争力排行榜TOP30""四川企业技术创新发展能力 100强""成都市软件产业影响力十强企业"。报告期内，公司荣获多项国家级、省部级荣誉奖项，包括中 国上市公司成长百强、中国轻工业百强以及北京市多个百强榜单，获中国缝制机械协会40周年功勋企业 奖，子公司轻工时代被评为国家专精特新小巨人企业，子公司浙江大豪荣登浙江省"幸福共同体领头雁 企业"榜单。此外，公司产品也荣获了中国轻工业联合会科技进步二等奖，浙江首版次软件产品 ...

Core Insights - The DRG/DIP concept increased by 1.00%, ranking 10th among concept sectors, with 11 stocks rising, including Jiarun Technology which hit a 20% limit up [1] - Major gainers in the sector included Jiahe Meikang, Wanda Information, and Taiji Co., with respective increases of 3.68%, 3.08%, and 2.98% [1] - The sector experienced a net outflow of 229 million yuan, with 10 stocks seeing net inflows, and Wanda Information leading with a net inflow of 65.92 million yuan [2][3] Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnet (+3.24%), Brain-Computer Interface (+2.69%), and Hyperbaric Oxygen Chamber (+2.56%), while the weight-loss drug sector saw a decline of -1.70% [2] - The DRG/DIP concept had a net inflow ratio led by Wanda Information at 10.09%, followed by ST Yilianzhong at 5.78% and Taiji Co. at 4.82% [3][4] Stock Specifics - Key stocks in the DRG/DIP concept included: - Wanda Information: +3.08%, net inflow of 65.92 million yuan, turnover rate of 5.34% [3] - Weining Health: +1.72%, net inflow of 62.81 million yuan, turnover rate of 6.37% [3] - Taiji Co.: +2.98%, net inflow of 42.14 million yuan, turnover rate of 5.36% [3] - Notable declines were seen in stocks like Maidi Technology (-2.61%) and Seli Medical (-2.32%), with significant net outflows [4]

四川久远银海软件股份有限公司的主营业务是聚焦医疗医保、数字政务、智慧城市三大战略方向，面向 政府部门以及行业生态主体，围绕医疗健康、医疗保障、人力资源和社会保障、民政、住房金融、市场 监管、智慧城市等领域，利用大数据、云计算、区块链、人工智能及移动互联等技术，实现以科技赋能 民生，助力国家治理体系和治理能力现代化建设，助力"健康中国"行动和"数字中国"建设。公司的主要 产品是医疗保障、医疗健康、人力资源和社会保障、住房金融、民政、市场监管、工会、人大政协、智 慧城市、技术体系。公司是国家高新技术企业，四川省企业技术中心，连续多年荣获"中国软件产业十 强创新软件企业""四川省软件和信息技术服务业综合竞争力排行榜TOP30""四川企业技术创新发展能力 100强""成都市软件产业影响力十强企业"。报告期内，公司荣获多项国家级、省部级荣誉奖项，包括中 国上市公司成长百强、中国轻工业百强以及北京市多个百强榜单，获中国缝制机械协会40周年功勋企业 奖，子公司轻工时代被评为国家专精特新小巨人企业，子公司浙江大豪荣登浙江省"幸福共同体领头雁 企业"榜单。此外，公司产品也荣获了中国轻工业联合会科技进步二等奖，浙江首版次软件产品 ...

来源：金融界 金融界8月4日消息，有投资者在互动平台向久远银海提问：您好，贵公司在2025年8月份有给成都世运 会提供什么业务吗。 公司回答表示：尊敬的投资者您好！公司定位于智慧民生领域信息化服务商，聚焦医疗医保、数字政 务、智慧城市三大战略方向。公司未参与2025年成都世界运动会相关项目的建设，谢谢您的关注！ ...

Summary of Conference Call Records Company and Industry Overview - **Company**: 久远银海 (Jiuyuan Yinhai) - **Industry**: Healthcare Information Technology Key Points and Arguments 1. **Order Growth in Healthcare Sector**: In the first half of 2025, Jiuyuan Yinhai's new orders in the healthcare sector grew nearly 50% compared to the same period in 2024, indicating enhanced competitiveness and increased market investment in healthcare information technology [1][2] 2. **National Healthcare Strong Foundation Project**: The project initiated by the government involves a central financial investment of 8.8 billion yuan, expected to leverage over 20 billion yuan in local investments, focusing on information technology construction, equipment configuration, and county-level medical center development [1][5] 3. **Upgrade of Grassroots Medical Information Systems**: There is a pressing need to build a unified information system centered on county-level medical information platforms to achieve data interconnectivity, which will drive explosive growth in telemedicine, imaging diagnostics, and AI applications [1][12] 4. **Investment in R&D and Innovation**: Jiuyuan Yinhai is increasing its R&D investments, particularly in AI and data innovation applications, to enhance competitiveness and deepen its core business [3][18] 5. **Government Support for Basic Public Health Services**: The government is increasing funding for basic public health services, with a per capita increase to 99 yuan, focusing on elderly and chronic disease patients [10][12] 6. **Market Opportunities from Strong Foundation Project**: The project is reshaping the grassroots healthcare service ecosystem, creating opportunities for companies involved in resource sharing centers, information technology, and medical equipment [12][13] 7. **Long-term Investment Expectations**: While specific future investment amounts are not detailed, it is anticipated that information technology will constitute a significant portion (30%-50%) of the overall investment in the healthcare strong foundation project [13][14] 8. **Jiuyuan Yinhai's Competitive Advantage**: The company has developed a comprehensive product offering for government, medical institutions, and patients, including systems for grassroots medical information, public health, and chronic disease management [14][16] 9. **AI Applications in Healthcare**: Jiuyuan Yinhai has established an AI team and is focusing on applications in government and healthcare, with a strong demand for AI services from users [18][20] 10. **Revenue from Data Elements**: The company has begun to realize revenue from data elements, particularly through self-built platforms and innovative applications, with expectations for significant growth in this area [23] Additional Important Content - **Challenges in Grassroots Medical Facilities**: The government aims to enhance the capabilities of grassroots medical facilities, including upgrading equipment and improving service quality [6][8] - **Collaboration with Operators**: Jiuyuan Yinhai is forming strategic partnerships with operators and large internet companies to enhance its competitive position in information technology services [22] - **Future Growth Projections**: The company anticipates continued rapid growth in the healthcare sector, driven by government reforms and increased local government investments [17][19]

从行业市盈率排名来看，公司所处的互联网服务行业市盈率平均79.01倍，行业中值85.47倍，久远银海 排名第110位。 资金流向方面，8月4日，久远银海主力资金净流入6415.89万元，近5日总体呈流入状态，5日共流入 8992.21万元。 8月4日，久远银海今日收盘20.53元，上涨4.48%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到111.09倍，创100天以来新低，总市值83.81亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13久远银海111.09114.404.9783.81亿行业平均 79.0178.025.83129.48亿行业中值85.4790.054.5473.34亿1国联股份12.0911.732.11170.62亿2新华都 19.4419.392.5850.46亿3今天国际22.8620.533.2256.76亿4科远智慧23.7625.462.8064.13亿5新大陆 28.5730.344.30306.32亿6国网信通29.8731.363.14214.03亿7电科数字31.8632.043.60176.40亿8宝信软件 33.9231.755.9 ...

Core Viewpoint - The company, Jiuyuan Yinhai, focuses on leveraging technology to enhance public services in healthcare, digital governance, and smart cities, contributing to national governance modernization and health initiatives in China [2]. Group 1: Company Overview - Jiuyuan Yinhai's main business areas include healthcare insurance, digital governance, and smart city solutions, utilizing technologies such as big data, cloud computing, blockchain, artificial intelligence, and mobile internet [2]. - The company is recognized as a national high-tech enterprise and has received multiple awards for its innovation and competitiveness in the software industry [2]. Group 2: Financial Performance - For the first quarter of 2025, Jiuyuan Yinhai reported a revenue of 208 million yuan, representing a year-on-year increase of 6.25%, and a net profit of 14.90 million yuan, up 17.18% year-on-year [3]. - The company's gross profit margin stands at 45.26% [3]. Group 3: Market Position - As of August 1, Jiuyuan Yinhai's stock price closed at 19.65 yuan, with a rolling price-to-earnings (PE) ratio of 106.32, marking a new low in 14 days [1]. - The average PE ratio for the internet services industry is 77.70, with a median of 84.37, placing Jiuyuan Yinhai at the 109th position in the industry ranking [1].

DRG/DIP概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300253 | 卫宁健 康 | 3.31 | 9.45 | 9303.04 | 4.59 | | 603716 | 塞力医 疗 | 6.20 | 25.56 | 3350.39 | 2.17 | | 300290 | 荣科科 技 | 2.31 | 4.41 | 3191.83 | 6.05 | | 300078 | 思创医 惠 | 5.04 | 12.27 | 3086.57 | 5.47 | | 002777 | 久远银 海 | 3.37 | 6.61 | 2654.51 | 5.13 | | 600718 | 东软集 团 | 1.42 | 2.85 | 2119.26 | 6.31 | | 300451 | 创业慧 | 2.76 | 6.72 | 1550.1 1 | 2.57 | | --- | --- | --- | --- | -- ...