德生科技公告，控股股东、实际控制人虢晓彬持股1.4亿股，占剔除回购专用账户股份后总股本 32.64%，拟自公告披露之日起15个交易日后的3个月内，通过集中竞价方式减持不超428.29万股，占剔 除回购专用账户股份后总股本1.00%。减持期为2026年2月12日至2026年5月11日，价格将根据市场价格 确定。 ...

证券代码：002908 证券简称：德生科技 公告编号：2026-001 关于控股股东、实际控制人股份减持计划的预披露公告 虢晓彬先生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。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 近日，公司收到控股股东、实际控制人虢晓彬先生出具的《股份减持计划告 知函》，现将具体情况公告如下： | 股东名称 | 股东身份 | 持股数量（股） | 占剔除公司回购专用账户股 | | | --- | --- | --- | --- | --- | | | | | 份后总股本比例（%） | | | | 控股股东、实际控制人、 | | | | | 虢晓彬 | | 139,804,914 | | 32.64 | | | 董事长兼总经理 | | | | 广东德生科技股份有限公司 特别提示： 持有广东德生科技股份有限公司（以下简称"公司"或"德生科技"）股份 139,804,914股（占剔除公司回购专用账户股份后总股本的32.64%）的虢晓彬先 生计划在本公告披露之日起15个交易日后的3个月内（根据相关法律、法规规定 禁止减持的期间除外），以集中 ...

Core Viewpoint - The company is strategically transforming into an AI application service provider while maintaining its core business [1] Group 1: Strategic Transformation - The company is focusing on AI application services in key areas such as government, employment, and healthcare [1] - The transformation is supported by an AI platform that enables integrated online and offline operational service systems [1] - The goal is to establish a sustainable revenue model through this strategic shift [1]

Core Viewpoint - The company, Desheng Technology, is aligning its services with the national healthcare payment policies aimed at improving convenience in medical payments through various digital payment methods [1] Group 1: Company Initiatives - Desheng Technology has developed a "no-feel payment" service that allows for instant reimbursement through medical insurance, enabling patients to "see the doctor first, pay later, and avoid queues" [1] - The service has been successfully implemented in all tertiary hospitals in Guangzhou, demonstrating the company's commitment to enhancing patient experience [1] Group 2: Industry Context - The national healthcare authority has issued a notice to accelerate the adoption of face recognition, one-code, mobile, and credit payments in medical settings, aiming to establish a convenient payment system within approximately three years [1] - The company's initiatives are in direct response to the challenges faced by patients, such as long waiting times and multiple queues for payments [1] Group 3: Technological Advancements - Desheng Technology is leveraging AI algorithms to improve service efficiency in medical institutions and is working to create an AI healthcare ecosystem by connecting B-end resources [1]

Group 1 - The National Healthcare Security Administration (NHSA) has issued a notice to promote convenient payment methods in healthcare, aiming to establish a comprehensive medical insurance payment system within three years [1] - The notice outlines a three-year timeline for the implementation of convenient payment systems, with initial effectiveness in select regions and medical institutions by 2026, basic coverage by 2027, and full promotion by 2028 [1] - Desheng Technology (002908) is positioned as a key player in the digital transformation of medical insurance, leveraging its "seamless medical payment" service that aligns with the new policy [1] Group 2 - Desheng Technology's "seamless medical payment" project won first prize at the 2025 National Smart Medical Insurance Competition, highlighting its innovative capabilities in the digital healthcare sector [2] - The company plans to enhance service efficiency in healthcare institutions through AI algorithms and develop new application scenarios, linking more B-end resources to create an AI healthcare ecosystem [2] - The nationwide promotion of convenient payment policies presents significant business expansion opportunities for Desheng Technology, which aims to accelerate the implementation of its services across more regions [2]

Group 1 - The National Healthcare Security Administration has announced a plan to promote convenient payment methods such as facial recognition, QR code payments, mobile payments, and credit payments in medical settings, aiming to establish a convenient payment system for medical insurance within three years [1] - By 2026, the first pilot regions and designated medical institutions are expected to implement these payment methods, with full provincial coverage anticipated by 2027 and comprehensive promotion in eligible medical institutions by 2028 [1] - Desheng Technology Co., Ltd. claims that its "no-feeling payment" service aligns well with this policy, as the company accelerates the construction of an AI medical application ecosystem to support the digital and intelligent transformation of medical services [1] Group 2 - Desheng Technology's "no-feeling payment" project, developed in collaboration with Guangzhou Medical Insurance, won first prize in the 2025 National Smart Medical Insurance Competition [1]

Core Viewpoint - Desheng Technology's stock has shown a slight increase of 2.14% on January 8, 2023, with a current price of 10.50 CNY per share and a total market capitalization of 4.53 billion CNY [1]. Group 1: Stock Performance - The stock price of Desheng Technology has decreased by 0.28% since the beginning of the year, but it has increased by 9.72% over the last five trading days, 8.81% over the last 20 days, and 5.53% over the last 60 days [1]. - As of January 8, 2023, the trading volume was 1.61 billion CNY, with a turnover rate of 4.84% [1]. Group 2: Financial Data - For the period from January to September 2025, Desheng Technology reported a revenue of 358 million CNY, representing a year-on-year decrease of 13.48%. The net profit attributable to shareholders was 4.42 million CNY, down 50.67% year-on-year [2]. - The company has distributed a total of 199 million CNY in dividends since its A-share listing, with 73.35 million CNY distributed over the past three years [2]. Group 3: Company Overview - Desheng Technology, established on August 13, 1999, and listed on October 20, 2017, is based in Guangzhou, Guangdong Province. The company specializes in providing information system construction and related operational services across various sectors, including social security, employment, finance, healthcare, and big data [1]. - The main business revenue composition includes 71.32% from "One Card" applications and 28.68% from social security operations and big data services [1]. Group 4: Shareholder Information - As of September 30, 2022, Desheng Technology had 50,300 shareholders, an increase of 11.56% from the previous period. The average number of tradable shares per shareholder was 6,402, a decrease of 10.36% [2]. Group 5: Industry Classification - Desheng Technology belongs to the Shenwan industry classification of Computer - IT Services II - IT Services III, and is associated with concepts such as AI Agent, vocational education, data rights confirmation, smart governance, and Huawei Harmony [2].

Core Viewpoint - Desheng Technology (002908) is leveraging its AI Agent to enhance public services in key areas such as governance, employment, and healthcare, providing comprehensive intelligent services across various scenarios [1] Group 1: AI Governance Services - The company has established an AI governance service network in provinces such as Guangdong, Henan, and Sichuan, enabling services like social security consultation, policy interpretation, and business processing [1] Group 2: Employment Services - The employment AI Agent utilizes AI technology to support employment services, particularly for key groups like college graduates and veterans, contributing to the creation of "15-minute employment service circles" in regions including Guangdong, Hubei, and Henan [1]

Core Viewpoint - The article emphasizes the importance of selecting the right sectors in the A-share market, particularly focusing on emerging industries supported by government policies, such as integrated circuits, new energy, and biomedicine, which are expected to yield significant returns in the coming year [1]. Group 1: Selection Logic - The ten selected stocks are based on three hard standards: policy support, performance certainty, and reasonable valuation [3]. - Policy support is derived from the Ministry of Industry and Information Technology's focus on emerging pillar industries, which will benefit from research subsidies and industrial support [3]. - Performance is guaranteed with expected revenue/net profit growth of at least 20% and a return on equity (ROE) of at least 15% by 2025, with data sourced from company annual reports [3]. - Valuation is considered reasonable if the price-to-earnings (PE) and price-to-book (PB) ratios are below industry averages or at historical lows, providing a safety margin [3]. Group 2: Potential Stocks Analysis - The ten companies span key sectors such as semiconductors, new energy, and biomedicine, each with solid growth logic supported by authoritative data [5]. - Notable companies include: - Northern Huachuang (002371): A leader in semiconductor equipment with a leading domestic market share and a PEG of 1.2 [5]. - China Great Wall (000066): A core player in the Xinchuang hardware sector with a historical low PE of approximately 28 times and strong asset integration expectations [5]. - Desheng Technology (002908): A small-cap stock benefiting from social security services and data rights, with high elasticity expected as policies accelerate in 2026 [5]. Group 3: Core Sector Opportunities - Three key sectors are highlighted for their concentrated policy benefits and strong growth certainty: - Semiconductors and domestic substitution: The Ministry of Industry and Information Technology is promoting industrial foundation reconstruction, benefiting companies like SMIC and Northern Huachuang [6]. - New energy (photovoltaics and energy storage): The national energy work conference aims for an additional 200 million kilowatts of wind and solar installations by 2026, with companies like Longi Green Energy and CATL positioned to benefit [6]. - Biomedicine and innovative drugs: As an emerging pillar industry, stable policies and accelerated overseas expansion are expected to benefit companies like Heng Rui Medicine and Huahai Pharmaceutical [6]. Group 4: Practical Guide for Investors - Investors are advised to utilize three practical methods to seize opportunities without falling into pitfalls: - Verify authoritative information by checking company annual reports on the Shanghai and Shenzhen Stock Exchanges to confirm performance and order status [8]. - Diversify investments by selecting 1-2 stocks from each of the semiconductor, new energy, and biomedicine sectors to mitigate risks [8].

Group 1 - The AI corpus concept rose by 2.00%, ranking 7th among concept sectors, with 39 stocks increasing in value, including DeSheng Technology and Zhangyue Technology hitting the daily limit up [1] - Notable gainers in the AI corpus sector included FuShi Holdings, ZhiDeMai, and Century Tianhong, which increased by 10.68%, 6.98%, and 5.54% respectively [1] - The sector saw a net inflow of 1.927 billion yuan from main funds, with 33 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow [2] Group 2 - The top net inflow stock was Kunlun Wanwei, with a net inflow of 394 million yuan, followed by Zhangyue Technology, Keda Xunfei, and DeSheng Technology with net inflows of 295 million yuan, 265 million yuan, and 150 million yuan respectively [2] - The net inflow ratios for DeSheng Technology, Zhangyue Technology, and Hanwang Technology were 35.28%, 25.56%, and 16.69% respectively, indicating strong investor interest [3] - The AI corpus sector's performance was contrasted with other sectors, such as the silicon energy sector, which saw a decline of 1.03% [2]