| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688227 | 品高股份 | 63.86 | -5.81% | 5.02万 | 3.30 Z | | 920116 | 星图测控 | 85.70 | -2.92% | 6.34万 | 5.59亿 | | 688500 | 慧辰股份 | 63.30 | -2.50% | ● 1.67万 | 1.07亿 | | 300170 | 汉得信息 | 17.11 | -2.40% | 1 51.20万 | 8.87亿 | | 603859 | 能科技 | 39.26 | -1.92% | 5.68万 | 2.25 Z | | 688228 | 开首云 | 220.06 | -1.85% | 2.25万 | 4.98亿 | | 301316 | 慧博云通 | 45.31 | -1.67% | 5.90万 | 2.70亿 | | 300096 | ST易联众 | 7.67 | -1.67% | 8.90万 | 6943.51万 | | 300168 | 万达信息 ...

12月18日，汉得信息盘中下跌2.01%，截至13:51，报17.59元/股，成交8.06亿元，换手率4.64%，总市值 179.81亿元。 资料显示，上海汉得信息技术股份有限公司位于上海市青浦区汇联路33号，成立日期2002年7月15日， 上市日期2011年2月1日，公司主营业务涉及ERP软件实施、客户支持和软件外包业务。主营业务收入构 成为：产业数字化-C2M33.82%，泛ERP31.16%，财务数字化-GMC23.50%，IT外包-ITO11.19%，其他 业务0.32%。 汉得信息所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：MCP概念、C2M概念、 SAAS、AIGC概念、云计算等。 截至12月10日，汉得信息股东户数12.30万，较上期减少3.91%；人均流通股7943股，较上期增加 4.28%。2025年1月-9月，汉得信息实现营业收入24.39亿元，同比增长3.67%；归母净利润1.45亿元，同 比增长6.96%。 分红方面，汉得信息A股上市后累计派现4.15亿元。近三年，累计派现1.25亿元。 机构持仓方面，截止2025年9月30日，汉得信息十大流通股东中，香港中央结算 ...

周三（12月17日），光模块CPO强势爆发，AI产业链做多情绪高涨，重仓光模块龙头的创业板人工智能 上涨5%，领涨全市场AI主题指数！其中，联特科技20CM涨停，新易盛涨超9%创收盘新高，天孚通信 涨超9%修复明显，太辰光、锐捷网络、光库科技、中际旭创、长芯博创等多股大涨7%。 | 序号 | (ન્દિકને | 名称 | 现价 | 派跌幅 | | | --- | --- | --- | --- | --- | --- | | 1 | 301205 | 联特科技 | 174.00 | 20.00% | 32.74Z | | 2 | 300502 | 新易盛 | 446.10 | 9.55% | 212.98亿 | | 3 | 300394 | 天孚通信 | 217.78 | 9.27% | 109.06亿 | | 4 | 300570 | 太辰光 | 120.80 | 8.65% | 31.53 Z | | ਦੇ | 301165 | 锐捷网络 | 83.52 | 7.84% | 10.48亿 | | 6 | 300620 | 光库科技 | 166.92 | 7.13% | 36.14Z | | 7 | 30 ...

Investment Rating - The report maintains an "Outperform" rating for the company, with a target price of RMB 23.80 based on an 80x PE for 2026 [5][10]. Core Insights - The company is transitioning to an enterprise-level AI digital product and solution provider, with accelerated implementations and strengthened partnerships with major internet companies, indicating strong potential in the B-end AI market [5][10]. - In the first three quarters of 2025, the company reported revenue of RMB 2.439 billion, a year-on-year increase of 3.67%, and a net profit attributable to shareholders of RMB 136 million, up 19.22% year-on-year [11]. - The AI application business generated approximately RMB 100 million in revenue in Q3 2025, contributing to a cumulative revenue of about RMB 210 million for the first three quarters [12]. - The company has a diverse client base for its enterprise-level AI digital products, including notable companies such as Zhejiang Shuanghuan Driveline and Shanghai Lujiazui Finance & Trade Zone Development [12][13]. Financial Summary - Total revenue projections for 2023A to 2027E are as follows: RMB 2,980 million, RMB 3,235 million, RMB 3,402 million, RMB 3,783 million, and RMB 4,307 million, respectively, with growth rates of -0.9%, 8.6%, 5.2%, 11.2%, and 13.9% [4]. - Net profit attributable to shareholders is projected to improve significantly from a loss of RMB 25 million in 2023A to a profit of RMB 373 million by 2027E, reflecting a growth rate of 842.3% in 2024A [4]. - The company's gross profit margin (GPM) increased by 2.13 percentage points year-on-year, indicating improved operational efficiency [11].

Core Insights - The report emphasizes that the computer industry is driven by model iteration, application breakthroughs, and domestic computing power leadership, with a buy rating for the sector [2][4][17]. Industry Overview - The AI infrastructure sector is transitioning from "testing and trial" to "large-scale rollout in 2026" for domestic AI chip replacements, with a narrowing gap between domestic and international leading models [8][17][26]. - The AI application sector is categorized into three types of companies: those with recognized benchmark clients but in early stages, those with long-term trends but uncertain timelines, and those leveraging AI with reachable inflection points [8][17][19]. - The EDA and R&D software sector is seeing rapid improvement in domestic product capabilities, with mergers and acquisitions expected to accelerate due to policy support [8][17][21]. - In the intelligent driving and robotics sector, the report suggests focusing on competitive chip tracks, overseas expansion, and new autonomous driving opportunities, recommending global AMR leader Geek+ [8][18][21]. - The report notes that traditional trust and innovation directions are facing funding delays, while the release of HarmonyOS PC in 2025 is seen as a catalyst for business growth and technological upgrades [8][18][21]. - The energy information sector is expected to benefit from stable capital expenditures and market reforms, although policy implementation timelines need to be monitored [8][18][21]. Key Companies - In the AI infrastructure sector, recommended companies include Cambricon, Inspur, and Unisoc, with attention to Sugon [8][19]. - For AI applications, notable companies are Jingtaikong, Rainbowsoft, and Kingdee International, with additional focus on Hancloud and Guangyun Technology [8][19][21]. - In the intelligent driving and robotics sector, key players include Geek+, Black Sesame Intelligence, and Rui Ming Technology, with recommendations to monitor Desay SV and SOTER [8][19][21]. - In the EDA and R&D software sector, companies like GigaDevice, Gexin Electronics, and BGI are highlighted, with attention to Zhongkong Technology and Haocen Software [8][19][21]. - For trust and innovation, recommended companies include Kingsoft and Softcom, with additional focus on Taiji Co. and China Software International [8][19][21]. - In the energy information sector, notable companies are Guoneng Rixin and Longxin Group, with attention to State Grid Information and South Grid Digital [8][19][22].

格隆汇12月12日丨汉得信息(300170.SZ)公布，公司2023年员工持股计划（简称"本次员工持股计 划"或"本次持股计划"）所持有的公司股票已全部处置完毕。截至本公告披露日，本次员工持股计划过 户至持有人股份累计4,850,000股，通过二级市场集中竞价方式累计减持股票7,150,000股，合计 12,000,000股，占公司目前总股本比例1.17%。本次员工持股计划所持公司股票已全部处置完毕。 ...

格隆汇12月12日丨汉得信息(300170.SZ)公布，公司2023年员工持股计划（简称"本次员工持股计 划"或"本次持股计划"）所持有的公司股票已全部处置完毕。截至本公告披露日，本次员工持股计划过 户至持有人股份累计4,850,000股，通过二级市场集中竞价方式累计减持股票7,150,000股，合计 12,000,000股，占公司目前总股本比例1.17%。本次员工持股计划所持公司股票已全部处置完毕。 ...

证券代码：300170 证券简称：汉得信息 公告编号：2025-068 上海汉得信息技术股份有限公司 关于2023年员工持股计划处置完毕暨提前终止的公告 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。 上海汉得信息技术股份有限公司（以下简称"公司"）2023年员工持股计 划（以下简称"本次员工持股计划"或"本次持股计划"） 所持有的公司股票 已全部处置完毕。根据《关于上市公司实施员工持股计划试点的指导意见》《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》等规定， 现将具体情况公告如下： 一、本次员工持股计划的基本情况 1、公司于2023年10月9日召开第五届董事会第十二次（临时）会议、第五届 监事会第十二次（临时）会议，并于2023年10月30日召开2023年第二次临时股东 大会，审议并通过了《关于〈公司2023年员工持股计划（草案）〉及其摘要的 议案》《关于〈公司2023年员工持股计划管理办法〉的议案》等相关议案。 4、2024年6月14日，公司披露了《关于2023年员工持股计划部分股票非交 易过户完成的公告》，本次为员工持股计划第二 ...

证券日报网讯 12月12日，汉得信息在互动平台回答投资者提问时表示，公司提供覆盖数据全生命周期 的管理服务及赋能体系，基于自研的H-ONE融合数据平台构建一站式解决方案，聚焦主数据、数据治 理、数据运营及智能技术融合四大核心领域，助力客户构建数据应用。 （编辑 姚尧） ...

证券日报网讯12月12日，汉得信息（300170）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东约12.3万户。 ...