8月1日，中新赛克大宗交易成交99.17万股，成交额2382.06万元，占当日总成交额的11.13%，成交价 24.02元，较市场收盘价27.33元折价12.11%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-01 | 002912 | 中新赛克 | 24.02 | 10.17 | 244.28 | 招商证券股份有限 | 国信证券股份有限 | | | | | | | | 公司西安北大街证 | 公司深圳泰然九路 | | | | | | | | 券营业部 | 证券营业部 | | 2025-08-01 | 002912 | 中新赛克 | 24.02 | 15.00 | 360.30 | 招商证券股份有限 | 国信证券股份有限 | | | | | | | | 公司西安北大街证 | 公司深圳泰然九路 | | | | | | | | 券营业部 | 证券营业部 ...

Group 1 - The computer equipment sector increased by 0.29% on July 29, with Xiling Information leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] - Xiling Information's stock price rose by 9.51% to 20.15, with a trading volume of 429,300 shares and a transaction value of 829 million yuan [1] Group 2 - The main funds in the computer equipment sector experienced a net outflow of 577 million yuan, while retail investors saw a net inflow of 748 million yuan [3] - The trading performance of other notable stocks included: - Xiongdi Technology up 6.54% to 30.29 with a transaction value of 1.02 billion yuan - Sanwei Xinan up 6.22% to 43.89 with a transaction value of 153 million yuan - Jinyi Technology up 5.61% to 25.79 with a transaction value of 352 million yuan [1][3]

Core Viewpoint - Shenzhen Zhongxin Saike Technology Co., Ltd. (the "Company") is experiencing a reduction in shareholding by its major shareholders, which may impact the overall ownership structure but will not affect the governance or ongoing operations of the Company [1][2]. Summary by Sections Shareholding Changes - Major shareholders, including Guangdong Hongtu Venture Capital Co., Ltd., Nanjing Hongtu Venture Capital Co., Ltd., Kunshan Hongtu High-tech Venture Capital Co., Ltd., and Zhengzhou Bai Rui Innovation Capital Venture Capital Co., Ltd., plan to reduce their holdings by a total of up to 5,122,500 shares, representing 3.0000% of the Company's total share capital [1][2]. - From June 28, 2025, to July 18, 2025, these shareholders have already reduced their holdings by 2,197,300 shares, which is 1.2868% of the total share capital [2][3]. Current Shareholding Structure - Following the recent share reduction, the combined shareholding of Shenzhen Innovation Investment Group Co., Ltd. and its concerted actors decreased from 31.9789% to 30.6921% [2][4]. - The specific shareholdings post-reduction are as follows: - Guangdong Hongtu: 4,363,000 shares (2.5552%) - Nanjing Hongtu: 1,673,100 shares (0.9798%) - Kunshan Hongtu: 1,674,800 shares (0.9808%) - Zhengzhou Bai Rui: 379,000 shares (0.2220%) [3][4]. Compliance and Future Plans - The share reduction is in line with previously disclosed plans and does not violate any legal or regulatory requirements [4]. - The Company confirms that the reduction will not lead to a change in control or affect its governance structure and ongoing operations [1][2].

深圳市中新赛克科技股份有限公司（以下简称"公司"或"本公司"）于 2025年5月8日披露了《关于股东减持股份的预披露公告》（公告编号：2025-027）， 公司股东广东红土创业投资有限公司（以下简称"广东红土"）、南京红土创业 投资有限公司（以下简称"南京红土"）、昆山红土高新创业投资有限公司（以 下简称"昆山红土"）、郑州百瑞创新资本创业投资有限公司（以下简称"郑州 百瑞"）计划通过集中竞价交易方式和大宗交易方式合计减持本公司股份数量累 计不超过5,122,500股（占本公司总股本比例3.0000%）。 近日，公司收到股东出具的告知函，获悉深圳市创新投资集团有限公司（以 下简称"深创投"）一致行动人广东红土、南京红土、昆山红土及郑州百瑞于2025 年6月28日至2025年7月18日期间，通过集中竞价交易方式和大宗交易方式累计减 持本公司股份2,197,300股，占本公司总股本比例为1.2868%。 截至本公告日，深创投及其一致行动人合计持有公司股份的比例从本次权益 变动前的31.9789%减少至30.6921%。现将具体情况公告如下： 证券代码：002912 证券简称：中新赛克 公告编号：2025-036 ...

Core Viewpoint - The company has increased its idle fund management limit from RMB 800 million to RMB 1 billion, allowing for investment in low-risk, high-liquidity financial products, which aims to enhance capital efficiency and returns for shareholders [1]. Group 1: Fund Management Increase - The company held its annual shareholders' meeting on April 18, 2025, where it approved the increase of the cash management limit for idle funds [1]. - The new limit allows for the use of idle funds in stable, low-risk financial products or time deposits, effective for 12 months from the date of approval [1]. Group 2: Recent Investments - The company and its wholly-owned subsidiary, Nanjing Zhongxin Saike Technology Co., Ltd., have subscribed to structured deposits from several banks, including Shanghai Pudong Development Bank, Nanjing Bank, and Jiangsu Bank [1]. - Specific structured deposit products include various types with expected annualized returns ranging from 1.60% to 2.60% [1][2]. Group 3: Impact on Daily Operations - The investment of idle funds in low-risk structured deposits is conducted without affecting the company's normal operations and liquidity needs [1]. - This strategy is expected to improve the company's capital utilization efficiency and enhance asset returns, ultimately benefiting shareholders [1]. Group 4: Cash Management Overview - As of the announcement date, the company and its subsidiaries have a total of RMB 500 million and USD 60 million in idle funds for cash management [3].

深圳市中新赛克科技股份有限公司 关于使用闲置自有资金进行现金管理的进展公告 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。 深圳市中新赛克科技股份有限公司（以下简称"公司"或"本公司"）于2025 年4月18日召开了2024年度股东大会，审议通过了《关于增加闲置自有资金进行 现金管理额度的议案》，同意公司及全资子公司将使用闲置自有资金进行现金管 理的额度由不超过人民币80,000万元增加至不超过人民币100,000万元，投资稳健 型、中低风险、流动性高的理财产品或定期存款、结构性存款，上述额度可循环 滚动使用，自股东大会审议通过之日起12个月之内有效。具体内容详见公司于 2025年3月28日在《证券时报》、《中国证券报》和巨潮资讯网（www.cninfo.com.cn） 披露的《关于增加闲置自有资金进行现金管理额度的公告》（公告编号： 2025-017）。 证券代码：002912 证券简称：中新赛克 公告编号：2025-035 一、本次使用部分闲置自有资金进行现金管理的进展情况 近日，公司及公司全资子公司南京中新赛克科技有限责任公司（以下简称"赛 克科技"）使 ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [7]. Core Insights - The computer sector saw a significant increase of 3.02% last week, ranking 7th among major industries, with a trading volume accounting for 10.43% of the total market [2][4]. - The report highlights the growing interest in stablecoins and related technologies, particularly in the context of recent regulatory developments in Hong Kong [6][26]. - The launch of xAI's Grok-4, which includes advanced AI capabilities, is expected to drive further innovation in the sector [19][20]. Summary by Sections Market Performance - The overall market continued its upward trend, with the Shanghai Composite Index surpassing the 3500-point mark, closing at 3510.18 points, reflecting a 1.09% increase [12]. - The computer sector's performance was notably strong, with a 3.02% rise, contributing significantly to the overall market dynamics [12]. Key Developments - The report emphasizes the importance of cryptography in the blockchain ecosystem, particularly as stablecoins gain traction [6][32]. - The implementation of the stablecoin regulations in Hong Kong is anticipated to accelerate the development of the stablecoin market, with major companies like JD.com and Ant Group actively participating [6][26]. Recommendations - The report suggests focusing on companies with strong cryptographic technology reserves and relevant qualifications, especially those linked to the financial industry [6][42]. - It also highlights the potential for investment opportunities in firms that possess the necessary licenses and technological capabilities in blockchain and cryptography [30][42].

[Shenzhen Sinovatio Technology Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=%E6%B7%B1%E5%9C%B3%E5%B8%82%E4%B8%AD%E6%96%B0%E8%B5%9B%E5%85%8B%E7%A7%91%E6%8A%80%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B82025%E5%B9%B4%E5%8D%8A%E5%B9%B4%E5%BA%A6%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A) [Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company anticipates a narrowed net loss for H1 2025, with attributable net profit expected between a loss of RMB 55 million to RMB 75 million Key Financial Performance Indicators | Item | Current Period (Estimated) | Prior Year Same Period | | :--- | :--- | :--- | | Net Profit Attributable to Shareholders of Listed Company | Loss: RMB 55 million to RMB 75 million | Loss: RMB 94.4195 million | | Net Profit After Deducting Non-Recurring Gains and Losses | Loss: RMB 60 million to RMB 80 million | Loss: RMB 95.8308 million | | Basic Earnings Per Share | Loss: RMB 0.32/share to RMB 0.44/share | Loss: RMB 0.55/share | [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) This performance forecast represents preliminary estimates by the finance department and remains unaudited by an accounting firm - This performance forecast is unaudited by an accounting firm and represents preliminary estimates from the company's finance department[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The narrowed net loss is attributed to increased revenue from overseas expansion and project completion, despite higher expenses from increased investment in talent, R&D, and market promotion - The company significantly expanded its overseas business, achieving substantial growth in overseas market orders and sales revenue compared to the prior year[5](index=5&type=chunk) - Domestic and international market projects were executed smoothly, with some projects completed and revenue recognized in the current period, driving overall revenue growth[5](index=5&type=chunk) - To support new product R&D and domestic and international business expansion, the company increased resource investment in human capital and marketing, leading to higher expenses in the current period[6](index=6&type=chunk) - Non-recurring gains and losses for the reporting period amounted to approximately **RMB 4 million**, primarily from government subsidies[6](index=6&type=chunk) [Other Relevant Information](index=2&type=section&id=%E5%9B%9B%E3%80%81%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) The company advises investors that this preliminary performance forecast will be superseded by final detailed financial data in the 2025 Semi-Annual Report, urging caution regarding investment risks - The company emphasizes that this performance forecast is a preliminary estimate, and the final accurate data will be based on the officially released '2025 Semi-Annual Report', advising investors to be aware of investment risks[7](index=7&type=chunk)

Core Concept - The article discusses the emerging concept of Real Data Assets (RDA), which transforms previously dormant data into valuable assets that can be traded or used for financing, highlighting its potential to revolutionize how companies leverage data for financial benefits [1][20]. RDA vs RWA - RDA is positioned as a more advanced version of Real World Assets (RWA), providing not just a digital representation of assets but also integrating real-time data to validate and enhance the value of those assets [3][4]. Key Companies Leveraging RDA - **Shanghai Steel Union**: Dominates the steel data market with over 70% global market share, generating 900 million yuan annually by issuing a data-backed stablecoin called "STEEL-CNY" [5][7][8]. - **COSCO Shipping Technology**: Monitors real-time data of over 5,000 global ports, transforming shipping logistics data into a payment system called "Cargo Treasure CNY," significantly reducing transaction fees [9][10]. - **Shanghai Nonferrous Metals Network**: Influences pricing in the nonferrous metals market through its established indices, allowing it to charge for pricing authority rather than just data [10]. - **Sanwei Tiandi**: Enhances data credibility through AI-driven tagging, ensuring data quality for RDA applications, and plays a role in setting RDA standards [11][12]. - **Zhongxin Saike**: Collects traffic data across 80% of highways in China, enabling infrastructure financing through packaged RDA assets [13][14]. - **Data Harbor**: Provides data center services and has begun to offer computing power as RDA assets, allowing companies to rent computing resources [14][15]. - **Huayang Lianzhong**: Utilizes advertising data from over 1 billion devices to create RDA packages that can be used for financing, enhancing the value of advertising investments [17][18]. - **Great Wisdom**: Offers financial data services and has created a closed loop for data assetization, allowing users to leverage their data for loans [18][19]. Market Trends and Implications - RDA is seen as a crucial solution for small and medium enterprises facing financing challenges, as it allows them to use real-time data as collateral for loans [20]. - The article emphasizes the importance of data monopolies and state-owned enterprises in the RDA landscape, suggesting that companies with unique data or strong government ties are better positioned to succeed [21].

证券代码：002912 证券简称：中新赛克 公告编号：2025-033 深圳市中新赛克科技股份有限公司 关于股东减持计划时间届满的公告 本公司股东南京市众诀企业管理咨询合伙企业（有限合伙）保证向本公 司提供的信息内容真实、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。 深圳市中新赛克科技股份有限公司（以下简称"公司"或"本公司"）于 2025年3月17日披露了《关于股东减持股份的预披露公告》（公告编号：2025-007）， 公司股东南京市众诀企业管理咨询合伙企业（有限合伙）（以下简称"南京众诀"） 计划通过集中竞价交易方式减持本公司股份数量累计不超过157,800股（占本公 司总股本比例0.0924%）。 近日，公司收到股东出具的告知函，获悉公司股东南京众诀于2025年4月9 日至2025年7月8日期间，通过集中竞价交易方式累计减持公司股份82,500股（占 本公司总股本比例0.0483%）。 公司董事、总经理凌东胜先生与公司股东南京众诀为一致行动人。 截至本公告日，上述减持计划的时间已届满，根据《上市公司股东减持股份 管理暂行办法》及 ...