Core Viewpoint - The AI sector has experienced a significant rally, with multiple companies showing substantial stock price increases, indicating strong market interest and potential investment opportunities in this area [1] Company Performance - Dongfang Guoxin saw its stock price rise by over 13% [1] - Sanliu Ling (360) achieved a direct limit-up on its stock [1] - Fushi Holdings experienced a stock price increase of over 8.5% [1] - Other companies such as Zhi De Mai, Huina Technology, and Kunlun Wanwei also saw notable stock price increases [1]

Core Viewpoint - Huawei's HarmonyOS concept has experienced a volatile rebound, with several related companies seeing significant stock price increases [1] Group 1: Stock Performance - Companies such as Borui Data, Geer Software, Rongji Software, and 360 Technology have reached their daily price limit increase [1] - Other companies including Dongfang Guoxin, Dahua Intelligent, Zhaori Technology, Softcom Power, Wantong Technology, and Tuwei Information also experienced stock price increases [1]

Group 1 - The company Dongfang Guoxin announced that its controlling shareholders, Guan Lianping and Huo Weiping, have pledged part of their shares [2] - Guan Lianping pledged 3,538,500 shares, accounting for 2.20% of his total holdings [2] - Huo Weiping pledged 5,313,000 shares, representing 4.70% of his total holdings [2]

Company Overview - Dongfang Guoxin (SZ 300166) announced that as of the disclosure date, Guan Lianping directly holds approximately 161 million shares, accounting for 14.13% of the total share capital, with about 45.29 million shares pledged, representing 28.15% of his holdings and 3.98% of the total share capital [1] - Huo Weiping directly holds approximately 113 million shares, accounting for 9.93% of the total share capital, with about 30.76 million shares pledged, representing 27.2% of his holdings and 2.7% of the total share capital [1] Revenue Composition - For the first half of 2025, Dongfang Guoxin's revenue composition is as follows: telecommunications industry 45.15%, financial industry 26.52%, other industries 15.18%, industrial industry 8.8%, and government industry 4.35% [1] Market Capitalization - As of the report, Dongfang Guoxin's market capitalization is 11.8 billion yuan [1]

本次质押基本情况： 二、控股股东、实际控制人股份累计质押情况 证券代码：300166 证券简称：东方国信 公告编号：2025-073 北京东方国信科技股份有限公司 关于控股股东、实际控制人部分股份质押的公告 本公司及董事会全体成员保证信息披露内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 北京东方国信科技股份有限公司（以下简称"公司"或"本公司"）近日收 到控股股东、实际控制人管连平先生、霍卫平先生通知，获悉管连平先生、霍卫 平先生所持有的本公司的部分股份质押，具体事项如下： 一、控股股东、实际控制人股份质押情况 | 股东名称 | 是否为控股 股东或第一 | 本次质押 股份数量 | 占其所 持股份 | 占公司 总股本 | 是否 为限 | 是否 为补 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其 一致行动人 | （股） | 比例 | 比例 | 售股 | 充质 押 | | | | | 管连平 | 是 | 3,538,500 | 2.20% | 0.31% | 否 ...

证券代码：300166 证券简称：东方国信 公告编号：2025-072 二、控股股东、实际控制人质押股份延期购回情况 本次质押股份延期购回基本情况： | | 是否为控 股股东或 | 本次质押数 | 占其所 | 占公 司总 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 名称 | 第一大股 | | 持股份 | | 是否为 限售股 | 是否为补 充质押 | 质押 起始日 | 原质押 到期日 | 延期后质 押到期日 | 质权人 | 质押 | | | 东及其一 | 量（股） | 比例 | 股本 比例 | | | | | | | 用途 | | | 致行动人 | | | | | | | | | | | | 管连平 | 是 | 13,370,000 | 8.31% | 1.17% | 高管锁 定股 | 否 | 2025/4/9 | 2025/10/31 | 2026/10/26 | 国海证券 股份有限 | 融资 | | | | 6,450,000 | 4.01% | 0.57% | ...

Core Points - Oriental国信's stock price increased by 5.02% to 10.66 CNY per share, with a trading volume of 282 million CNY and a turnover rate of 2.98%, resulting in a total market capitalization of 12.139 billion CNY [1] - The company, established on July 28, 1997, and listed on January 25, 2011, specializes in providing enterprise-level big data and cloud computing products, industrial internet platforms, and overall industry solutions [1] - The revenue composition of Oriental国信 includes 76.59% from custom software development and services, 16.14% from system integration, 5.60% from cloud computing, and 1.68% from software products [1] Shareholder Information - Among the top ten circulating shareholders of Oriental国信, a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 89,200 shares in the third quarter, now holding 8.3283 million shares, which accounts for 0.92% of the circulating shares [2] - The estimated floating profit from this position is approximately 4.2474 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 76.63 billion CNY, yielding 27.12% this year, ranking 2130 out of 4216 in its category [2] Fund Management - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 360 days, managing total assets of 122.76 billion CNY [3] - During Cui Lei's tenure, the best fund return was 182.39%, while the worst return was -15.93% [3]

Core Viewpoint - Dongfang Guoxin is a leading enterprise in the fields of big data, cloud computing, and industrial internet in China, providing comprehensive services with significant technological advantages [1] Group 1: Business Performance - In Q3 2025, Dongfang Guoxin reported revenue of 1.431 billion yuan, ranking 35th among 131 companies in the industry, with the industry leader, Digital China, generating 102.365 billion yuan [2] - The company's main business composition includes customized software development and services at 721 million yuan (76.59%), system integration at 152 million yuan (16.14%), cloud computing at 52.675 million yuan (5.60%), and software products at 15.799 million yuan (1.68%) [2] - The net profit for the same period was -110 million yuan, ranking 116th in the industry, with the industry leader, Unisplendour, reporting a net profit of 1.723 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, the asset-liability ratio of Dongfang Guoxin was 38.11%, slightly below the industry average of 38.93% [3] - The gross profit margin for Q3 2025 was 32.50%, higher than the industry average of 29.96% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 6.66% to 80,000, while the average number of circulating A-shares held per account increased by 7.14% to 11,300 [5] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked fourth with 10.2374 million shares, a decrease of 3.3882 million shares from the previous period [5] Group 4: Strategic Developments - On August 11, 2025, Dongfang Guoxin planned to acquire a 33.35% stake in Shituo Cloud, increasing its ownership to 51%, which operates the largest C-end AI computing cloud platform in the country [6] - The company aims to capture 20% to 50% of the education and research market, with expectations for revenue growth from 2.870 billion yuan in 2025 to 4.369 billion yuan in 2027 [6]

Core Viewpoint - Oriental国信's stock price has shown fluctuations with a year-to-date increase of 10.53%, but a decline of 3.73% in revenue for the first nine months of 2025 compared to the previous year [1][2]. Group 1: Stock Performance - As of October 30, Oriental国信's stock price rose by 2.06% to 10.39 CNY per share, with a trading volume of 1.38 billion CNY and a turnover rate of 1.50%, resulting in a total market capitalization of 11.832 billion CNY [1]. - The stock has experienced a net inflow of 11.6762 million CNY from main funds, with significant buying activity from large orders [1]. - The stock has appeared on the龙虎榜 twice this year, with the most recent net purchase of 154 million CNY on August 6 [1]. Group 2: Company Overview - Beijing Oriental国信科技股份有限公司, established on July 28, 1997, and listed on January 25, 2011, specializes in enterprise-level big data and cloud computing products, industrial internet platforms, and overall industry solutions [2]. - The company's revenue composition includes 76.59% from custom software development and services, 16.14% from system integration, 5.60% from cloud computing, and 1.68% from software products [2]. - As of September 30, 2025, the number of shareholders decreased by 6.66% to 80,000, with an average of 11,328 circulating shares per person, an increase of 7.14% [2]. Group 3: Financial Performance - For the period from January to September 2025, Oriental国信 reported a revenue of 1.431 billion CNY, a year-on-year decrease of 3.73%, and a net profit attributable to shareholders of -98.4874 million CNY, a decline of 568.46% [2]. - The company has cumulatively distributed 156 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, the fourth-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.2374 million shares, a decrease of 3.3882 million shares from the previous period [3]. - The fifth-largest circulating shareholder is Southern CSI 1000 ETF, holding 8.3283 million shares, down by 89,200 shares [3]. - The eighth-largest circulating shareholder is Huaxia CSI 1000 ETF, holding 4.9508 million shares, with a decrease of 9,400 shares [3].

关于修订《公司章程》及修订、制定公司部分治理制 度的公告 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。 北京东方国信科技股份有限公司（以下简称"公司"）于 2025 年 10 月 29 日召开第六届董事会第十六次会议，审议通过《关于修订<公司章程>的议案》《关 于修订、制定公司部分治理制度的议案》。该事项部分议案尚需提交公司 2025 年第三次临时股东会审议通过。现将具体情况公告如下： 一、《公司章程》的修订情况 证券代码：300166 证券简称：东方国信 公告编号：2025-067 北京东方国信科技股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）《上市公司章程 指引》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监 管指引第 2 号——创业板上市公司规范运作》等最新的法律、法规、规范性文件 的规定，结合公司具体情况，公司拟对《北京东方国信科技股份有限公司章程》 （以下简称"《公司章程》"）进行修订和完善。 本次《公司章程》修订完成后，公司将不再设置监事会，由董事会审计委员 会行使《公司法》规定的监事会职权，《监事会议事 ...