Core Viewpoint - Quantum technology concept stocks opened high, with notable increases in share prices for several companies in the sector [1] Group 1 - Tengjing Technology surged over 10% [1] - Jida Zhengyuan rose more than 8% [1] - Other companies such as Keda Guochuang, Geer Software, and Guodun Quantum also experienced significant gains [1]

Core Viewpoint - Jida Zhengyuan (003029.SZ) announced on October 22 that it will provide the number of shareholders at the end of each month upon request, in addition to the quarterly disclosures in regular reports [2] Group 1 - The company will disclose the total number of shareholders as of September 30 in its third-quarter report for 2025 [2] - To ensure fairness in the disclosed information, investors are advised to pay attention to the third-quarter report scheduled for release on October 28, 2025 [2]

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。 根据《中华人民共和国公司法》《上市公司章程指引》《公司章程》等相关 法律法规、规范性文件的规定，为进一步提升长春吉大正元信息技术股份有限公 司（以下简称"公司"）的治理水平，促进公司规范运作，公司于 2025 年 10 月 21 日召开 2025 年第三次职工代表大会，经与会职工代表民主投票表决，选举 陈敏女士（简历详见附件）担任公司第九届职工代表董事，任期与公司第九届董 事会任期一致。 陈敏女士符合《中华人民共和国公司法》等法律法规及《公司章程》关于董 事任职的资格和条件，并将按照《中华人民共和国公司法》《公司章程》的有关 规定行使职权。 陈敏女士当选公司职工代表董事后，公司第九届董事会中兼任高级管理人员 职务以及由职工代表担任的董事人数未超过公司董事总数的二分之一，符合相关 法律法规的要求。 特此公告。 长春吉大正元信息技术股份有限公司 董事会 证券代码：003029 证券简称：吉大正元 公告编号：2025-057 长春吉大正元信息技术股份有限公司 关于选举公司职工代表董事的公告 二〇二五年十月二十二日 - ...

Market Overview - On October 20, the software development sector rose by 0.68%, with Jida Zhengyuan leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Top Gainers in Software Development Sector - Jida Zhengyuan (003029) closed at 26.57, up 10.02% with a trading volume of 152,300 shares and a transaction value of 397 million [1] - Shengbang Security (688651) closed at 39.61, up 9.48% with a trading volume of 47,900 shares and a transaction value of 187 million [1] - Lvzhi Technology (300369) closed at 7.74, up 6.76% with a trading volume of 559,000 shares and a transaction value of 441 million [1] - Anheng Information (688023) closed at 51.73, up 5.64% with a trading volume of 44,200 shares and a transaction value of 227 million [1] - Keda Guochuang (300520) closed at 27.42, up 5.46% with a trading volume of 316,900 shares and a transaction value of 860 million [1] Top Losers in Software Development Sector - Information Development (300469) closed at 72.67, down 8.20% with a trading volume of 153,200 shares [2] - Foxit Software (688095) closed at 70.39, down 2.91% with a trading volume of 20,800 shares [2] - Zhongdian Bilong (002298) closed at 11.70, down 2.90% with a trading volume of 1,250,900 shares [2] Capital Flow Analysis - The software development sector experienced a net outflow of 1.806 billion in main funds, while retail investors saw a net inflow of 1.484 billion [2][3] - Jida Zhengyuan had a main fund net inflow of 135.6 million, but retail investors had a net outflow of 68.1 million [3] - Keda Guochuang saw a main fund net inflow of 334.0 million, while retail investors had a net outflow of 385.4 million [3]

Market Overview - The Shanghai Composite Index closed at 3859.80 points, above the annual line, with a change of 0.52% [1] - The total trading volume of A-shares reached 14312.80 billion yuan [1] Stocks Breaking Annual Line - A total of 148 A-shares have surpassed the annual line today, with notable stocks including: - Tengda Technology with a deviation rate of 9.43% - Shengyang Technology at 9.02% - Jida Zhengyuan at 8.67% [1] - Stocks with smaller deviation rates that just crossed the annual line include *ST Biology, Hongte Technology, and Yunding Technology [1] Top Performers - The top three stocks with the highest deviation rates are: 1. Tengda Technology: Today's increase of 10.01%, turnover rate of 22.36%, latest price at 23.85 yuan [1] 2. Shengyang Technology: Today's increase of 10.00%, turnover rate of 6.20%, latest price at 12.10 yuan [1] 3. Jida Zhengyuan: Today's increase of 10.02%, turnover rate of 8.23%, latest price at 26.57 yuan [1] Additional Notable Stocks - Other notable stocks with significant performance include: - Shengbang Safety with an increase of 8.32% and a deviation rate of 6.63% [1] - Pingmei Co. with an increase of 6.35% and a deviation rate of 5.95% [1] - Tianao Electronics with an increase of 10.00% and a deviation rate of 5.73% [1]

Core Points - The Shanghai Composite Index closed at 3866.09 points, above the annual line, with a gain of 0.69% [1] - The total trading volume of A-shares reached 1,170.861 billion yuan [1] - A total of 157 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Tenda Technology (001379) saw a price increase of 10.01% with a deviation rate of 9.43% [2] - Shengyang Technology (603703) increased by 10.00% with a deviation rate of 9.02% [2] - Jida Zhengyuan (003029) rose by 10.02% with a deviation rate of 8.67% [2] - Other notable stocks include Shengbang Safety (688651) with a 10.23% increase and a deviation rate of 8.50% [2] Trading Metrics - The trading turnover rate for Tenda Technology was 21.53% [2] - Shengyang Technology had a turnover rate of 5.50% [2] - Jida Zhengyuan's turnover rate was 7.22% [2] Annual Line Data - The annual line price for Tenda Technology is 21.80 yuan, with the latest price at 23.85 yuan [2] - Shengyang Technology's annual line is 11.10 yuan, latest price at 12.10 yuan [2] - Jida Zhengyuan's annual line is 24.45 yuan, latest price at 26.57 yuan [2]

Group 1 - The A-share market opened strongly on October 20, with AI-related sectors such as computing hardware, AI applications, and consumer electronics showing significant activity [1] - The electronic ETF (159997) rose by 2.88% with a premium trading rate of 0.12%, and several component stocks, including Silan Microelectronics and Jingwang Electronics, reached their daily limit [1] - The chip ETF Tianhong (159310) increased by 2.78%, with a net inflow of over 150 million yuan in the previous trading week [2] Group 2 - The 2025 World VR Industry Conference was held in Nanchang, Jiangxi, focusing on the theme "VR makes the world more exciting - VR + AI opens the digital future," featuring various sessions on AI and VR integration [1] - Nvidia's CEO Jensen Huang expressed regret over the company's exit from the Chinese market, stating that U.S. export controls have reduced Nvidia's market share in China from 95% to 0% [2] - Tianfeng Securities anticipates a significant evolution in the AI terminal ecosystem by 2026, highlighting supply chain opportunities [2] Group 3 - The electronic ETF (159997) tracks the CSI Electronic Index, which includes companies involved in semiconductor production, computer storage, and consumer electronics [3] - The chip ETF Tianhong (159310) tracks the CSI Chip Industry Index, with major holdings including SMIC and North Huachuang [3] Group 4 - Silan Microelectronics announced plans to build a 12-inch high-end analog integrated circuit chip manufacturing line [4] - Jingjia Micro announced a strategic cooperation agreement with Changchun Jida Zhengyuan Information Technology Co., focusing on GPU product integration [4]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous recommendation of domestic investment opportunities due to increasing external technology controls and the ongoing promotion of domestic innovation policies, indicating a clear trend towards self-sufficiency in key technologies [6][13] - The performance of leading domestic computing companies is showing significant revenue growth, validating the trend of domestic industrial development [7][14] Summary by Sections Weekly Perspective - The report highlights the sustained recommendation of domestic investment opportunities, noting a decline in the CSI 300 index by 2.22% and a 5.61% drop in the computer index during the week of October 13-17, 2025 [5][12] Company Dynamics - Haiguang Information reported a revenue of 40.26 billion yuan for Q3 2025, marking a year-on-year growth of 69.60% and a net profit of 759.99 million yuan, up 13.04% [16] - Cambricon Technologies achieved a revenue of 1.727 billion yuan in Q3 2025, with a staggering year-on-year increase of 1332.52%, and a net profit of 567 million yuan, indicating a strong turnaround [14] Investment Recommendations - Key domestic software companies recommended include Kingsoft Office, Dameng Data, and others, while leading domestic computing companies such as Haiguang Information and Sugon are also highlighted for their growth potential [8][15]

证券代码：003029 证券简称：吉大正元 公告编号：2025-056 长春吉大正元信息技术股份有限公司 关于股东减持计划期限届满暨实施情况的公告 股东赵展岳先生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。 长春吉大正元信息技术股份有限公司于 2025 年 6 月 27 日在巨潮资讯网 （www.cninfo.com.cn）披露了《关于股东减持股份预披露公告》，持有公司股 份 8,003,100 股（占公司剔除回购专用账户中的股份数量后总股本的 4.25%）的 股东赵展岳先生计划在自该持股计划披露之日起 15 个交易日后的三个月内，以 集中竞价方式和大宗交易方式减持公司股份数量合计不超过 1,370,000 股（占公 司剔除回购专用账户中的股份数量后总股本的 0.73%）。 公司于今日收到股东赵展岳先生出具的《关于股东减持计划期限届满暨实施 情况的告知函》，截至 2025 年 10 月 17 日，赵展岳先生本次减持计划期限已届 满，将有关实施情况公告如下： 一、股东减持股份情况 | 股东名 | 减持方 ...

Core Viewpoint - On October 17, Jida Zhengyuan announced the signing of a strategic cooperation agreement with Changsha Jingjia Microelectronics Co., Ltd. on October 16, 2025 [2] Company Summary - Jida Zhengyuan has entered into a strategic partnership with Changsha Jingjia Microelectronics, indicating a potential collaboration that may enhance its market position and technological capabilities [2]