汉得信息成立于 2002 年 7 月 15 日，于 2011 年 2 月 1 日在深圳证券交易所上市，注册地址和办公地址均 为上海市。它是企业数字化综合供应商，面向大型企业提供数字化软件等服务，累计服务超 7000 家行业 头部企业。 汉得信息主营业务包括 ERP 软件实施、客户支持和软件外包业务，所属申万行业为计算机 - IT 服务Ⅱ - IT 服务Ⅲ，所属概念板块有 AIAgent（智能体）、AIGC 概念、ERP 概念、核聚变、超导概念、核电。 经营业绩：营收行业 22/131，净利润行业 19/131 2025 年三季度，汉得信息实现营业收入 24.39 亿元，行业排名 22/131，低于行业第一名神州数码1023.65 亿元、第二名紫光股份773.22 亿元，也低于行业平均数 28.33 亿元，但高于行业中位数 4.73 亿元。当期净 利润为 1.49 亿元，行业排名 19/131，低于第一名紫光股份 17.23 亿元、第二名宝信软件11.33 亿元，高于 行业平均数 2596.07 万元和行业中位数 583.1 万元。 资产负债率低于同业平均，毛利率高于同业平均 偿债能力方面，2025 年三季度汉 ...

南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间6年360天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 182.39%， 任职期间最差基金回报-15.93%。 10月31日，汉得信息涨5%，截至发稿，报18.06元/股，成交7.97亿元，换手率4.60%，总市值184.25亿 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%。 从汉得信息十大流通股东角度 数据显示，南方基金旗下1只基金位居汉得信息十大流通股东。南方中证1000ETF（512100）三季度减 持9.56万股，持有股数900.96万股，占流通股的比例为0.93%。根据测算，今日浮盈赚取约774.83万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模766.3亿。今年以来 ...

Group 1 - The core point of the news is that Han's Information has seen a stock price increase of 1.51% to 17.45 CNY per share, with a total market capitalization of 17.747 billion CNY, and a cumulative increase of 6.08% over the last three days [1] - Han's Information's main business segments include: Industry Digitalization-C2M (33.82%), General ERP (31.16%), Financial Digitalization-GMC (23.50%), IT Outsourcing-ITO (11.19%), and Other Businesses (0.32%) [1] - The trading volume for Han's Information reached 9.56 billion CNY with a turnover rate of 5.59% [1] Group 2 - According to data, Debon Fund holds a significant position in Han's Information through its fund Debon Stable Growth Flexible Allocation Mixed A (004260), which has maintained 590,400 shares, accounting for 6.29% of the fund's net value [2] - The fund has generated a floating profit of approximately 153,500 CNY today and 590,400 CNY during the three-day increase [2] - The fund's performance this year is 0.57%, ranking 7958 out of 8155 in its category, while it has achieved a 13.43% return over the past year, ranking 5153 out of 8029 [2] Group 3 - The fund managers of Debon Stable Growth Flexible Allocation Mixed A are Lei Tao and Lu Yang, with Lei Tao having a tenure of 3 years and 306 days and Lu Yang having a tenure of 2 years and 5 days [3] - Lei Tao's fund has a total asset scale of 13.49 billion CNY, with the best return during his tenure being 275.21% and the worst being -35.36% [3] - Lu Yang's fund has a total asset scale of 10.935 billion CNY, with the same best return of 275.21% and a worst return of 8.59% during his tenure [3]

Group 1 - The core focus of the news is on the recent institutional research conducted on six companies, with a notable interest in ShenGong Co., ChuJiang New Materials, and ZhengHai Bio [1][2] - A total of 23 funds participated in the research of ShenGong Co., while ChuJiang New Materials and ZhengHai Bio attracted 17 and 12 funds respectively [1][2] - Among the companies researched, two have a total market capitalization of less than 10 billion yuan, specifically ZhengHai Bio and ShenGong Co [2] Group 2 - All researched stocks have shown an upward trend in the past five days, with ShenGong Co leading with an increase of 11.22%, followed by HanDe Information and XinYangFeng with increases of 4.37% and 3.46% respectively [2] - In terms of performance, the highest year-on-year net profit growth among the researched companies was reported by ChuJiang New Materials and ShenGong Co, with growth rates of 2089.49% and 158.93% respectively [2] - The companies involved in the research span various sectors, including electronics, non-ferrous metals, pharmaceuticals, automotive, computer, and basic chemicals [1][2]

证券日报网讯汉得信息10月27日发布公告，在公司回答调研者提问时表示，第一，国家对高科技企业支 持态度明确，这对公司是一个实实在在的利好。汉得的制造业客户一直占据较大比重，而过去5到10年 中，中国制造业本身也在发生结构性变化，公司的客户结构也随之调整，从传统制造逐渐转向高科技、 新能源等新兴领域，这些客户目前在公司收入中的占比已明显提升。因此，随着国家持续强化高端制造 与科技创新，这些方向与公司服务的客户群体高度契合，必定会为公司带来新的增长空间。第二，关 于"灯塔工厂"建设，公司也积累了深厚的经验。目前全国入选灯塔工厂名单的企业中，有超过一半与汉 得有过合作或项目参与。灯塔工厂的建设不是简单复制标准方案，而是需要企业具备深厚的业务理解和 系统集成能力，进行深度、精细化的数字化建设，这正是汉得的优势所在。灯塔工厂不仅涉及制造环 节，还要求在供应链管理、财务成本管理等多环节实现全面打通，对企业和服务商的综合能力要求很 高。汉得长期为大中型企业提供多种数字化解决方案，积累了跨业务、跨系统的综合实施经验，因此在 国家大力推进智能制造等战略背景下，公司有各方面的储备优势。总体而言，公司早期的产品和解决方 案能力的积 ...

证券代码：300170 证券简称：汉得信息 公告编号：2025-057 上海汉得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。 重要内容提示： 2025 年 9 月 24 日，上海汉得信息技术股份有限公司（以下简称"公司"或 "汉得信息"）召开第六届董事会第三次（临时）会议，审议通过《关于 2024 年限制性股票激励计划预留授予部分第一个归属期归属条件成就的议案》。现将 有关事项公告如下： 一、 2024 年限制性股票激励计划（以下简称"本次激励计划"）实施情况概要 （一）本次激励计划主要内容 本次归属股票上市流通日：2025 年 10 月 29 日 本次归属股票数量：316.5 万股 本次归属股票人数：27 人 本次归属股票上市流通安排：本次归属的限制性股票无其他限售安排，股票 上市后即可流通。 1、激励工具：限制性股票（第二类限制性股票）。 2、标的股票来源：向激励对象定向发行的本公司人民币 A 股普通股股票。 3、授予价格：3.312 元/股（调整后）。 4、激励对象及分配情况：本激励计划涉及的首次授予激励对象共计 268 人， 包 ...

Core Viewpoint - The company plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international business strategy and capital strength [2] Financial Performance - In Q3, the company achieved revenue of 864.40 million yuan, a year-on-year increase of 3.91% [3] - The net profit attributable to shareholders was 60.23 million yuan, reflecting a growth of 15% year-on-year [3] - For the first three quarters, total revenue reached 2.44 billion yuan, up 3.67% year-on-year, while net profit attributable to shareholders was 145.24 million yuan, a 6.96% increase [2][3] Business Development - The demand for enterprise-level digitalization and intelligent upgrades continues to grow, with positive market feedback on the company's strategic business segments [3] - AI application revenue for the quarter reached approximately 100 million yuan, totaling around 210 million yuan year-to-date [3] - The enterprise-level PaaS platform has gained market recognition, with leading clients rapidly building business applications based on the platform [3] Future Goals - The company aims to achieve 300 million yuan in AI-related revenue this year, with an order scale target of 400-500 million yuan [4] - If current growth rates are maintained and market demand increases, the company hopes to double its AI revenue target to 500-600 million yuan next year [4]

Group 1 - The core point of the article is that Hand Information (300170) plans to issue H-shares and list on the Hong Kong Stock Exchange to support its internationalization strategy and business development [1] - The company's board has authorized management to initiate the preparatory work for the H-share issuance and listing, with discussions planned with relevant intermediaries [1] Group 2 - Hand Information is a comprehensive service provider of digital and intelligent products and solutions, focusing on providing full-chain and full-scenario digital solutions for medium and large enterprises [3] - For the first three quarters of 2025, the company reported a revenue of 2.439 billion yuan, representing a year-on-year increase of 3.67% [3] - The net profit attributable to shareholders for the same period was 145 million yuan, showing a year-on-year growth of 6.96%, while the net profit after deducting non-recurring gains and losses was 136 million yuan, up 19.22% year-on-year [3] - The basic earnings per share for the company was 0.15 yuan [3]

Core Viewpoint - The company, Hand Information (300170), reports a gradual recovery in industry prosperity, supported by strong client relationships and stable business conditions [1] Industry Summary - The current industry sentiment is improving, with a notable increase in IT budgets, particularly in digitalization and AI applications, which are now integral to daily operations and business strategies [1] - State-owned enterprises are showing a significant upward trend in budget allocations due to business development needs and government policy encouragement [1] Company Summary - The company maintains a robust risk resistance capability and is confident in achieving its annual revenue and profit targets despite facing challenges [1] - There is a notable increase in demand for AI, with active business opportunities and order volumes, enhancing the company's confidence in its AI business segment [1] - Looking ahead to next year, advancements in domestic chips and computing power in the AI sector are expected to provide better cost and technical support, leading to improved industry conditions [1]

Core Viewpoint - Han's Information (300170) reported continuous improvement in gross margins across all business lines in 2023, with an overall gross margin of 34.92% and a significant contribution from its proprietary software and AI-related businesses [1] Business Performance - The overall gross margin increased by 2.13% year-on-year, driven by a 2.37% increase in the gross margin of proprietary products [1] - The gross margin for proprietary software reached 39.65%, indicating strong performance in this segment [1] - The gross margin for industrial digitalization remains high at 42.95%, benefiting from the gradual implementation of AI-related scenarios in the financial sector [1] AI and Technology Integration - The maturity of proprietary technologies, such as DeepSeek, has resolved previous data security issues, accelerating the demand for intelligent financial management [1] - The company has been extensively using self-developed AI tools, such as "Feima-Code Model" and "Linglian" platform, which have shown positive results in improving research and development efficiency and project profitability [1] Stability in Traditional Business - The gross margin for the general ERP and ITO businesses has remained relatively stable, with slight improvements attributed to the application of AI tools [1] - The traditional business lines are maintaining a steady growth trend, contributing to the overall stability of the company's financial performance [1]