吉大正元（003029）公告，股东北京中软联盟科技发展有限公司计划在自本公告披露之日起15个交易日 后的三个月内，以集中竞价和大宗交易方式减持公司股份数量合计不超过1,880,000股(占公司剔除回购 专用账户中的股份数量后总股本的0.998%)。 ...

金融界消息 截至2025年7月29日收盘，吉大正元（003029）报收于27.67元，下跌0.14%，换手率6.0%， 成交量10.40万手，成交金额2.84亿元。 天眼查商业履历信息显示，长春吉大正元信息技术股份有限公司，成立于1999年，位于长春市，是一家 以从事软件和信息技术服务业为主的企业。企业注册资本19362.0227万人民币，实缴资本13530万人民 币。公司法定代表人为于逢良。 通过天眼查大数据分析，长春吉大正元信息技术股份有限公司共对外投资了16家企业，参与招投标项目 1900次，知识产权方面有商标信息87条，专利信息79条，此外企业还拥有行政许可32个。 来源：金融界 资金流向方面，今日主力资金净流出2725.23万元，占比成交额9.6%。其中，超大单净流出724.77万 元、占成交额2.55%，大单净流出2000.46万元、占成交额7.05%，中单净流出流出419.47万元、占成交 额1.48%，小单净流入3144.71万元、占成交额11.08%。 吉大正元最新一期业绩显示，截至2025一季报，公司营业总收入6081.51万元、同比减少51.89%，归属 净利润3073.90万元，同比减 ...

Core Viewpoint - The company Jida Zhengyuan (003029.SZ) is expected to report a net loss attributable to shareholders ranging from 38 million to 45 million yuan for the first half of 2025, indicating a worsening financial performance compared to the previous year's loss of 31.19 million yuan [1][2]. Financial Performance Summary - The projected net loss attributable to shareholders for the current reporting period is between 38 million and 45 million yuan, compared to a loss of 31.19 million yuan in the same period last year [1][2]. - The net loss after excluding non-recurring gains and losses is expected to be between 39 million and 47 million yuan, compared to a loss of 33.95 million yuan in the previous year [1][2]. - Basic earnings per share are projected to be a loss of 0.20 to 0.23 yuan per share, compared to a loss of 0.16 yuan per share last year [2]. Historical Financial Data - In 2022, 2023, and 2024, the net profits attributable to shareholders were -33.72 million yuan, -157 million yuan, and -139 million yuan, respectively [2]. - The net profits attributable to shareholders after excluding non-recurring gains and losses for the same years were -36.34 million yuan, -166 million yuan, and -143 million yuan, respectively [2]. - The operating revenue for 2024 was approximately 406.67 million yuan, showing a decrease of 0.32% from 407.96 million yuan in 2023, and a significant drop from 491.18 million yuan in 2022 [3]. Capital Raising Activities - The company raised a total of 508.28 million yuan through its initial public offering, with a net amount of 458.18 million yuan after deducting issuance costs [4]. - The funds raised are intended for technology research projects, the construction of a new generation application security support platform, and the establishment of a marketing network and technical service system [4]. - In a subsequent issuance, the company raised approximately 179.71 million yuan, with a net amount of about 176.63 million yuan after costs, through the issuance of 11,439,127 shares at a price of 15.71 yuan per share [4][5].

证券代码：003029 证券简称：吉大正元 公告编号：2025-040 长春吉大正元信息技术股份有限公司 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。 二、与会计师事务所沟通情况 采购及投资活动进行预算立项、设备选型测试等，下半年进行招标、采购和项目 建设、验收、结算，因此下半年业绩一般会好于上半年。 较同期上涨，表现出一定的企稳迹象。 一、本期业绩预计情况 场布局，积极在数字安全及大安全、可信智能应用、数据科技及数据服务等领域 内开展业务。 （一） 业绩预告期间：2025 年 1 月 1 日至 2025 年 6 月 30 日 基本每股收益 亏损：0.20 元/股- 0.23 元/股 亏损：0.16 元/股 （二） 业绩预告情况：预计净利润为负值 项 目 本报告期 上年同期 归属于上市公司股东的净利润 亏损：3,800 万元- 4,500 万元 亏损：3,119 万元 扣除非经常性损益后的净利润 亏损：3,900 万元- 4,700 万元 亏损：3,395 万元 本次业绩预告相关数据是公司财务部门初步测算的结果，未经公司会计师事 务所审计。 三、业绩变动原因 ...

[Expected Performance for the Current Period](index=1&type=section&id=I.%20Expected%20Performance%20for%20the%20Current%20Period) The company forecasts an H1 2025 net loss attributable to shareholders between 38 million and 45 million yuan, an increase from 31.19 million yuan in the prior year 2025 Semi-Annual Performance Forecast | Item | Current Reporting Period (Jan 1, 2025 - Jun 30, 2025) (yuan) | Prior Year Period (yuan) | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Loss: 38 million - 45 million | Loss: 31.19 million | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss: 39 million - 47 million | Loss: 33.95 million | | **Basic Earnings Per Share** | Loss: 0.20 - 0.23 yuan/share | Loss: 0.16 yuan/share | [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) H1 loss is primarily due to industry seasonality, with Q2 revenue stabilizing, alongside strategic investments in new sectors and significant expense reductions - The industry exhibits seasonal characteristics, with customers typically initiating budgets in H1 and conducting procurement and project acceptance in H2, leading to stronger H2 performance[5](index=5&type=chunk) - Despite a significant decline in Q1 revenue and profit, Q2 single-quarter operating revenue increased year-over-year, indicating stabilization[5](index=5&type=chunk) - During the reporting period, the company focused R&D investments on core areas and strengthened market presence in new sectors such as digital security, trusted intelligent applications, and data technology and services[5](index=5&type=chunk) - The company actively implemented cost reduction and efficiency improvement measures, resulting in a significant year-over-year decrease in expenses[6](index=6&type=chunk) [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) This performance forecast is a preliminary, unaudited estimate by the company's finance department, with final detailed financial data to be disclosed in the 2025 semi-annual report - The performance forecast data represents preliminary estimates by the company's finance department and has not been audited by the company's accounting firm[4](index=4&type=chunk)[7](index=7&type=chunk)

Group 1 - The digital currency concept index rose by 2.31%, ranking 10th among concept sectors, with 78 stocks increasing in value [1][2] - Notable gainers included Gu Ao Technology with a 20% limit up, and Jin Zheng Co., Ji Da Zheng Yuan, and Heng Bao Co. also hitting the limit up [1] - The sector saw a net inflow of 3.174 billion yuan, with 50 stocks receiving net inflows, and 15 stocks exceeding 100 million yuan in net inflow [2] Group 2 - The top net inflow stocks included Heng Bao Co. with 470 million yuan, followed by Jin Zheng Co. and Yu Xin Technology with 453 million yuan and 435 million yuan respectively [2][3] - Gu Ao Technology, Ji Da Zheng Yuan, and Ge Er Software had the highest net inflow ratios at 33.76%, 21.20%, and 16.52% respectively [3] - The digital currency sector's performance was supported by significant trading volumes, with Heng Bao Co. and Jin Zheng Co. showing high turnover rates of 45.74% and 16.10% respectively [3][4]

Group 1 - The A-share digital currency concept stocks experienced a short-term surge, with Guoao Technology hitting the daily limit up of 20% [1] - Greenland Holdings also reached the daily limit up, while Jida Zhengyuan increased by over 9% [1] - Other stocks such as Huafeng Superfiber, Hengbao Co., and StarNet Ruijie also saw gains [1] Group 2 - Bitcoin rose by 4.3% within the day, currently priced at $115,984 per coin [1]

Core Viewpoint - The blockchain sector is experiencing a surge, with several stocks reaching their daily limit up, indicating strong investor interest and potential growth in this area [1] Group 1: Stock Performance - Jida Zhengyuan (003029) and COSCO Shipping Technology (002401) hit the daily limit up [1] - Huafeng Superfiber (300180), Geer Software (603232), Xincheng Technology (300542), Sifang Jingchuang (300468), and Hengbao Co., Ltd. (002104) also saw significant price increases [1] Group 2: Market Trends - The Shanghai State-owned Assets Supervision and Administration Commission held a study meeting focusing on the development trends and response strategies related to cryptocurrencies and stablecoins [1] - There is a notable influx of dark pool funds into these stocks, suggesting increased speculative trading activity [1]

Core Viewpoint - The cross-border payment sector has seen a collective surge, with multiple stocks hitting the daily limit up, driven by the increasing relevance of cross-border payment solutions and digital currency initiatives in China [1][3][4][7]. Company Summaries - **Jida Zhengyuan (003029.SZ)**: Latest price at 26.16 yuan (+10.01% limit up). The company has financial-grade certification products applied in the RMB cross-border payment system (CIPS), collaborating with the central bank and six major state-owned banks [1]. - **Hailian Jinhui (002537.SZ)**: Latest price at 9.47 yuan (+9.99% limit up). It holds both cross-border RMB/foreign currency payment licenses and Hong Kong MSO licenses, serving over 200 countries. The business highlights include supporting 15 currencies across 8 major scenarios such as airline tickets and study abroad [3]. - **Youbo Xun (300531.SZ)**: Latest price at 21.14 yuan (+19.98% limit up). The company has seen a surge in overseas revenue from smart payment terminals and has participated in the design of digital RMB cross-border scenarios, with notable breakthroughs in the Russian market [4]. - **ST Rindong (002647.SZ)**: Latest price at 5.87 yuan (+5.01%). Its subsidiary, Heli Bao, holds cross-border RMB payment records, with expectations of turning losses into profits and lifting the company’s delisting risk [5]. - **Sifang Jingchuang (300468.SZ)**: Latest price at 47.39 yuan (+19.97% limit up). The company is deeply involved in the central bank's "Multilateral Digital Currency Bridge" project, with successful cross-border payment technology cases implemented in Hong Kong [7]. - **Lakara (300773.SZ)**: Latest price at 31.90 yuan (+13.04%). As a fully qualified payment institution, it has a cross-border network covering over 100 countries, with scarce qualifications registered with the foreign exchange administration [9]. - **Advanced Shuton (300541.SZ)**: Latest price at 15.79 yuan (+12.87%). The company provides CIPS interface solutions for commercial banks, focusing on transaction and clearing security control across the entire chain [11]. - **Huafeng Superfiber (300180.SZ)**: Latest price at 8.77 yuan (+9.08%). Its subsidiary, Weifutong, has delivered an overseas digital RMB cross-border system and is exploring cooperation models with CIPS [13].

Group 1 - The implementation of the "National Network Identity Authentication Public Service Management Measures" will begin on July 15, 2025, as announced by six departments including the Ministry of Public Security and the National Internet Information Office [1][3] - The management measures consist of 16 articles that define the concepts of national network identity authentication services, including the network number and network certificate, as well as their application scenarios and responsibilities for data security and personal information protection [1][2] - The introduction of network numbers and certificates is expected to create significant demand for identity verification equipment, including chips, modules, and complete machines, particularly in offline scenarios [1][2] Group 2 - Longjiang Securities highlights that the establishment of a trusted digital identity system is crucial for the development of the digital economy, with China's network number and certificate potentially forming its own trusted digital identity system [2] - The official release of the management measures may accelerate the integration of certain online applications with the relevant certification systems, driving demand for certification system construction and related equipment [2][6] Group 3 - Companies to watch include those involved in the construction of network identity authentication platforms, those with expertise in CTID and eID technologies, and hardware manufacturers related to network identity authentication [6] - Specific companies mentioned include: - Shengbang Security, which collaborates deeply with the Ministry of Public Security on cybersecurity products [7] - Newland, a core supplier of network certificate QR code devices and solutions [8] - Xinguodu, which focuses on biometric recognition and identity authentication products [8] - Jida Zhengyuan, a supplier of password security products for the national "Internet +" trusted identity authentication platform [8] - Digital Certification, a leading provider of information security solutions in collaboration with the Ministry of Public Security [8] - Nanwei Software, a provider of smart policing solutions, with electronic ID services as a key business [8] - Jinglun Electronics, which supports various modes of secure identity verification [8]