格隆汇1月27日丨京北方(002987.SZ)在投资者互动平台表示，公司目前暂无边缘计算相关业务布局。 ...

Core Viewpoint - The company, Jingbeifang (002987), is focusing on developing a series of intelligent products based on its large model intelligent agent platform, which supports model integration and customized service construction [1] Group 1: Product Development - The large model intelligent agent platform provides capabilities such as information extraction, knowledge Q&A, data analysis, and text generation [1] - The product offerings include intelligent anti-fraud, intelligent compliance, operational intelligence, intelligent report generation, and intelligent inquiry, covering various scenarios such as risk control, compliance, operations, and data applications [1] Group 2: Market Application - The company's products have been implemented in financial institutions, particularly in the banking sector, as well as in non-financial clients [1]

Group 1 - The core point of the news is that Jingbeifang Information Technology Co., Ltd. has seen a stock price increase of 5.06%, reaching 22.42 CNY per share, with a trading volume of 370 million CNY and a turnover rate of 2.00%, resulting in a total market capitalization of 19.448 billion CNY [1] - Jingbeifang was established on December 16, 2009, and listed on May 7, 2020, primarily providing information technology services and business process outsourcing to financial institutions, mainly banks [1] - The company's revenue composition includes: software development and services (33.73%), financial technology solutions (30.03%), smart customer service and precise marketing in consumer finance (19.58%), digital operation and services (13.95%), and AI and big data innovative products (2.71%) [1] Group 2 - Huabao Fund's Huabao CSI Financial Technology Theme ETF (159851) is among the top ten circulating shareholders of Jingbeifang, having increased its holdings by 2.6807 million shares to a total of 5.6812 million shares, representing 0.67% of the circulating shares [2] - The Huabao CSI Financial Technology Theme ETF was established on March 4, 2021, with a current scale of 12.319 billion CNY, achieving a year-to-date return of 9.61% and a one-year return of 44.5% [2] - The fund manager, Chen Jianhua, has a tenure of 13 years and 27 days, with the fund's total asset scale at 27.702 billion CNY, achieving a best return of 184.66% during his tenure [3]

Group 1 - The core point of the article is that as of January 9, 2026, the number of shareholders in Jingbeifang is reported to be 84,298 accounts, including combined credit accounts [2]

Group 1 - The number of shareholders for Jingbeifang as of January 10, 2026, is 84,298, a decrease of 5,178 from the previous period, representing a decline of 5.79% [2] - The closing price of Jingbeifang is 21.77 yuan, an increase of 4.31%, with a cumulative increase of 1.11% since the concentration of shares began [2] - The latest margin trading data shows a total margin balance of 438 million yuan, with a financing balance of 437 million yuan, reflecting an increase of 2.76 million yuan, or 0.64%, since the concentration of shares [2] Group 2 - For the first three quarters, Jingbeifang achieved an operating income of 3.613 billion yuan, a year-on-year increase of 5.14%, and a net profit of 243 million yuan, a year-on-year increase of 7.94% [2] - The basic earnings per share is 0.2800 yuan, and the weighted average return on equity is 8.49% [2]

Core Viewpoint - The company, Jingbeifang, has shown fluctuations in stock performance and financial metrics, indicating a mixed outlook for investors in the financial technology sector [1][2]. Group 1: Stock Performance - On January 9, Jingbeifang's stock rose by 2.07%, reaching 20.67 CNY per share, with a trading volume of 1.17 billion CNY and a turnover rate of 0.67%, resulting in a total market capitalization of 17.93 billion CNY [1]. - Year-to-date, Jingbeifang's stock price has decreased by 3.99%, with a similar decline over the past five trading days, while it has increased by 8.05% over the last 20 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Jingbeifang reported a revenue of 3.613 billion CNY, reflecting a year-on-year growth of 5.14%, and a net profit attributable to shareholders of 243 million CNY, which is a 7.94% increase compared to the previous year [2]. Group 3: Shareholder Information - As of December 31, the number of shareholders for Jingbeifang reached 89,500, an increase of 5.05% from the previous period, with an average of 9,427 circulating shares per person, down by 4.80% [2]. - The company has distributed a total of 318 million CNY in dividends since its A-share listing, with 261 million CNY distributed over the last three years [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 5.8378 million shares, an increase of 1.6881 million shares from the previous period [3].

Group 1 - A total of 15 companies were investigated by well-known institutions in the past week (December 29 to January 4) [1] - The machinery equipment sector received significant attention from institutions, along with power equipment and computer industries [1] - The company with the highest number of institutional investigations was Jingbeifang, with 71 institutions participating [1] Group 2 - Following Jingbeifang, Liugong received 65 institutional investigations, and Oulutong had 53 [1] - Other notable companies included Midea Group with 20 investigations, Jiuli Special Materials with 11, and Yuxin Technology with 48 [1][2] - The data indicates a strong interest in the machinery and computer sectors, reflecting potential investment opportunities [1]

Group 1 - The core point of the article is that Jingbeifang has reported a total of 89,476 shareholders as of December 31, 2025, including combined accounts from margin trading [2]

Market Performance - On January 5, the three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 1.38% to 4023.42 points, the Shenzhen Component Index rising by 2.24% to 13828.63 points, and the ChiNext Index up by 2.85% to 3294.55 points [1] - The sectors that performed well included brain engineering, storage chips, and cloud gaming, while shale gas, natural gas, and insurance-related sectors saw declines [1] Fund Manager Changes - From January 1 to January 5, a total of 9 fund managers experienced changes in their positions, which can significantly impact the future performance of the funds they manage [2] - In the same period, 4 fund products announced fund manager departures, with reasons including job changes and personal reasons [3] - A total of 29 fund products announced new fund manager appointments, involving 7 new fund managers [3] Fund Performance - Wang Bo from Ping An Fund managed a total fund asset of 696 million yuan, with the highest return of 99.12% from the fund "Anxin Xinfang Youxuan Mixed A" during his tenure [3] - Li Jialiang from Southern Fund managed a total fund asset of 9.657 billion yuan, with the highest return of 163.15% from the "Southern Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF" during his tenure [3] Fund Research Activity - In the past month (December 6 to January 5), Huaxia Fund conducted the most company research, engaging with 43 listed companies, followed by Bosera Fund, Southern Fund, and E Fund, which researched 39, 32, and 29 companies respectively [5] - The chemical products industry was the most researched sector, with 161 instances, followed by the computer equipment industry with 112 instances [5] Recent Company Focus - In the last month, the most researched company by public funds was Zhongke Shuguang, which is in the specialized computer equipment industry, with 117 fund management companies participating in the research [5] - Other companies receiving significant attention included Haiguang Information and Changan Automobile, with 117 and 86 fund management companies involved in their research respectively [5] Recent Weekly Research Activity - In the week from December 29 to January 5, the company with the highest number of fund research engagements was Oulutong, with 30 fund institutions participating [6] - Other companies with notable research activity included Jingji Zhinu and Zhongwei Shares, with 29 and 26 fund institutions respectively [6]

Group 1 - On January 4, a total of 7 companies were investigated by institutions, with 6 companies being surveyed by funds, highlighting a significant interest in certain firms [1] - Among the companies surveyed, Jingji Zhino (京基智农) attracted the most attention, with 23 funds participating in the investigation, followed by Tianyang Technology (天阳科技) with 21 funds and Yuxin Technology (宇信科技) with 14 funds [1] - The surveyed companies included 3 from the Shenzhen main board and 3 from the ChiNext board, indicating a diverse representation across different market segments [2] Group 2 - The total market capitalization of the surveyed A-share companies included 2 firms with a market value of less than 10 billion yuan, specifically Shanjiji Technology (熵基科技) and Jingji Zhino (京基智农) [3] - In terms of market performance, 5 out of the surveyed stocks increased in value over the past 5 days, with Jingji Zhino leading at a rise of 23.94%, followed by Shanjiji Technology at 13.77% and Jingbeifang (京北方) at 11.09% [3] - Notably, Jingbeifang experienced a net inflow of 216 million yuan in funds over the past 5 days, indicating strong investor interest, while Yuxin Technology and Jingji Zhino also saw significant net inflows of 103 million yuan and 67.98 million yuan, respectively [3]