Group 1 - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.39% closing at 4162 points, while the Shenzhen Component Index fell by 0.06% and the ChiNext Index dropped by 1.04% [1] - Rare metal stocks experienced a surge, with several stocks hitting the daily limit up, including Hunan Gold, Zhangyuan Tungsten, and Xianglu Tungsten, among others [1] - Tungsten prices have skyrocketed, prompting downstream hard alloy manufacturers to raise prices, with companies like Xinrui Co. and Huarui Precision announcing price adjustments [1] Group 2 - The computing power leasing sector continued its strong performance, with stocks like Yuntian Lifa and Tuowei Information hitting the daily limit up [2] - Hetzner, a major European data center operator, announced a price increase for all products and services effective April 1, marking the second price hike within the month [2] Group 3 - YN Energy Holdings saw a significant increase of 115%, ranking first in monthly gains [3] - Limin Co., a leading pesticide manufacturer, announced a long-term supply contract with Bayer, with an estimated contract value of 800 million yuan over three years [3] - The glass fiber sector faced declines, with companies like International Composites dropping nearly 10% [3] Group 4 - Hong Kong's innovative drug sector rebounded, with companies like WuXi AppTec and CanSino Biologics seeing gains of nearly 8% and over 6% respectively [4] - The recent adjustment in the innovative drug and CRO sectors is viewed as a short-term correction, not affecting the long-term growth prospects of the industry [4]

2月27日午后，算力租赁板块延续强势，截至发稿，同标的费率最低一档云计算ETF华夏（516630）涨 幅为1.33%，成分股云天励飞20cm涨停，拓维信息涨停，云赛智联、润和软件、汉得信息等股跟涨。 消息面上，据智通财经，近日欧洲最大的数据中心运营商及云服务商之一Hetzner宣布，由于IT多个领 域成本大幅上涨，公司将于4月1日起调高全线产品及服务报价，包括云服务、专用服务器、存储及负载 均衡器等。本次调价将影响其位于欧洲、美国和新加坡数据中心的新订单及现有订阅用户，德国及芬兰 地区的云服务价格根据配置等级不同，涨幅在30%到38%之间；美国地区的CCX专用vCPU云服务器价 格普遍上涨约30%。值得注意的是，这已是Hetzner本月第二次宣布提价，该公司于2月2日已调高专用服 务器的一次性设置费用。 中银证券最新研报指出，随着模型能力提升，智能体（Agent）与多模态应用进入深水区。算力涨价成 为新迹象，凸显供应瓶颈，算力产业链有望持续受益。 （文章来源：21世纪经济报道） 云计算ETF华夏（516630）聚焦国产AI软硬件算力，按中信二级行业分类，该指数计算机软件+云服务 +计算机设备合计权重高达84. ...

2月27日，汉得信息涨5.1%，截至发稿，报25.75元/股，成交16.01亿元，换手率6.53%，总市值263.22亿 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,香港湾仔皇后大道东183号合 和中心46楼，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%。 西部利得科技创新混合A（020064）基金经理为吴海健。 截至发稿，吴海健累计任职时间3年305天，现任基金资产总规模1.09亿元，任职期间最佳基金回报 79.31%， 任职期间最差基金回报0.06%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，西部利得基金旗下1只基金 ...

2月27日，国产算力链强势崛起，云计算ETF（159890）开盘拉升涨超1%、目前涨0.74%，成份股表现活跃；拓维信息强势封涨停板，云天励飞大涨13%， 网宿科技、润和软件涨超6%，拓尔思、光环新网、汉得信息、中国软件等多股跟涨。 资金面热度持续攀升。据Wind Level2实时行情结合均价预估，截至发稿，云计算ETF（159890）盘中净流入超6600万元，近5日累计获净申购约5890万元， 规模累破前高。 分析认为，此次V4以国产芯片为基准原生适配，标志着国产算力产业链从过去的"可用"正式走向"规模商用"，有望扭转国产芯片"有算力无生态"的困境，国 产算力逻辑被彻底强化。 该指数前十大重仓包括科大讯飞、金山办公、中际旭创、新易盛、浪潮信息、中科曙光、紫光股份、恒生电子、润泽科技、拓维信息等软硬件龙头，有望充 分受益于AI新基建浪潮。 | | 1.898 +0.014 +0.74% | | | 云计算ETF . | | | --- | --- | --- | --- | --- | --- | | | SZSE CNY 10:12:42 交易中 查看L2全景 | | | 10 | | | | 净值走势 | ...

Group 1 - Company iFLYTEK is a leading player in the domestic AI sector, possessing its own Spark cognitive model with capabilities in code generation, intelligent development, research Q&A, and automated testing, and maintains a long-term deep cooperation with Huawei Cloud [1] - The model can efficiently collaborate with Huawei Cloud's CodeArts to provide AI-assisted development services across various industries including finance, government, education, industry, and healthcare [1] - The demand for enterprise-level AI coding is surging, leading to accelerated deployment in low-code development platforms, intelligent programming assistants, and industry digital solutions, with a robust income structure and growth potential [1] Group 2 - China Software is the absolute leader in the domestic software and Xinchuang industry, focusing on operating systems, databases, middleware, industry solutions, and major digital engineering services, with deep ecological binding with Huawei in various fields [2] - The comprehensive promotion of CodeArts will significantly enhance the company's software development efficiency, system iteration speed, and project delivery quality, effectively reducing R&D costs [2] - The company’s business deeply covers high-barrier industries such as finance, energy, transportation, government, and national defense, benefiting from dual dividends of policy support and industry demand [2] Group 3 - Yonyou Network is a leading vendor in the domestic enterprise cloud services and ERP sector, establishing long-term strategic cooperation with Huawei Cloud in hybrid cloud deployment, industrial internet, and digital transformation [3] - The self-developed enterprise-level AI model is fully integrated into Yonyou's BIP intelligent business platform, enhancing application development efficiency and driving high-quality growth in cloud service subscription revenue [3] - The company’s client base includes large and medium-sized enterprises, specialized and innovative companies, and growing SMEs, with increasing penetration in various industries [3] Group 4 - Oriental Guxin specializes in big data platforms, cloud computing services, industrial internet, and industry digital solutions, maintaining stable cooperation with Huawei in several areas [4] - The company provides integrated services in intelligent development, system integration, and data middle platform construction, with high business barriers and strong customer stickiness [4] - The AI coding tools' widespread adoption will significantly improve efficiency in large digital project delivery and core system iteration [4] Group 5 - Runhe Software is a core ecological co-builder of Huawei's open-source Harmony and Euler operating systems, participating deeply in ecological construction and adaptation development [5] - The company collaborates closely with Huawei Cloud in AI development tools, low-code platforms, and industry solutions, significantly enhancing application development and project delivery efficiency [5] - The widespread adoption of AI coding tools will effectively shorten project cycles, reduce R&D costs, and improve product stability [5] Group 6 - Digital China is a leading cloud management service and digital solution provider, deeply involved in Huawei's cloud ecosystem, offering a range of services including application development and digital transformation [6] - The company benefits from the growing demand for cloud management services and system integration as AI coding tools become prevalent in the enterprise sector [6] - Its comprehensive competitiveness continues to strengthen in various fields including digital government, intelligent manufacturing, and financial technology [6] Group 7 - Huasheng Tiancheng is a certified excellent ISV partner of Huawei, focusing on cloud computing, big data, and AI solutions, with deep collaboration in various areas [7] - The company’s products can seamlessly integrate with Huawei Cloud's CodeArts, expanding AI development service scenarios [7] - The widespread adoption of AI coding tools will significantly enhance delivery efficiency and product quality across key industries [7] Group 8 - Changshan Beiming, through its subsidiary Beiming Software, is a key ISV partner of Huawei, focusing on smart city, industrial internet, and financial technology [8] - The company collaborates deeply with Huawei Cloud in application development and data governance, with CodeArts enhancing software development efficiency [8] - The adoption of AI development tools will effectively reduce R&D costs and enhance product competitiveness [8] Group 9 - Tuo Wei Information is a strategic partner of Huawei across multiple core ecosystems, focusing on AI infrastructure and digital solutions [9] - The company provides AI development and digital services across various sectors, significantly improving code production efficiency [9] - The demand for AI coding in the enterprise sector continues to rise, leading to sustained business growth [9] Group 10 - Hand Information is a core partner of Huawei Cloud, focusing on enterprise digital transformation and ERP implementation services [10] - The company’s AI coding tools significantly enhance application development and system optimization efficiency [10] - The widespread promotion of CodeArts will open up long-term growth opportunities in enterprise digitalization and AI development services [10] Group 11 - Softcom Power is a leading software and digital technology service provider, deeply cooperating with Huawei Cloud to create intelligent solutions [11] - The company benefits from the widespread adoption of AI development tools, enhancing project delivery efficiency and order acquisition capabilities [11] - Its client base includes high-quality projects in finance, internet, and intelligent manufacturing [11] Group 12 - Donghua Software is a comprehensive industry solution provider, maintaining long-term cooperation with Huawei in various fields [12] - The company’s collaboration with Huawei Cloud enhances software development efficiency and project delivery quality [12] - The adoption of AI coding tools will further strengthen the company’s competitive position in the digital economy [12] Group 13 - Qiming Star is a leading enterprise in the network security sector, collaborating with Huawei in various security areas [13] - The company’s products are increasingly penetrating high-security demand industries, benefiting from the AI and security development model [13] - The demand for automated security operations and compliance code development is rapidly growing [13] Group 14 - SuperMap Software is a leading GIS platform provider, collaborating with Huawei in various fields [14] - The company’s GIS platform software is fully compatible with Huawei Cloud, enhancing industry application development efficiency [14] - The adoption of AI coding tools will accelerate the integration of GIS and AI applications [14] Group 15 - Baoxin Software is a dual leader in industrial software and IDC computing services, deeply cooperating with Huawei in various areas [15] - The company’s AI coding tools significantly enhance the efficiency and stability of industrial software development [15] - The company benefits from the growing demand for industrial AI and digital transformation [15] Group 16 - Unisplendour is a leading player in the ICT infrastructure sector, maintaining a competitive ecological partnership with Huawei [16] - The company provides integrated solutions in computing hardware, cloud platforms, and industry digital solutions [16] - The demand for AI and cloud computing is expected to drive sustained growth in the company’s performance [16] Group 17 - Shiji Information is a leader in hotel information and tourism digitalization, collaborating with Huawei in various areas [17] - The company’s AI technology enhances the efficiency of industry application development and system iteration [17] - The demand for intelligent systems in the tourism sector is expected to continue growing [17] Group 18 - Weining Health is a leader in the medical information sector, collaborating with Huawei to promote digital and intelligent upgrades [18] - The company’s products are widely used in various healthcare settings, benefiting from the growing demand for medical digitalization [18] - The adoption of AI coding tools will enhance the efficiency of medical software development [18] Group 19 - Hengsheng Electronics is a leader in financial IT, deeply cooperating with Huawei in various financial technology areas [19] - The company’s collaboration with Huawei enhances the efficiency of financial core system development [19] - The adoption of AI development tools is expected to strengthen the company’s position in the financial IT sector [19]

Group 1 - Company Shanghai Hand Information Technology Co., Ltd. won a procurement project for the financial accounting department of Jianxin Life Insurance, with a bid amount of 1.35 million yuan [1][2] - In 2024, the company's operating revenue was 3.235 billion yuan, with a growth rate of 8.57%, and a net profit attributable to the parent company of 188 million yuan, reflecting a significant growth rate of 842.28% [2][3] - For the first half of 2025, the company's operating revenue reached 1.575 billion yuan, with a growth rate of 3.54%, and a net profit attributable to the parent company of 85 million yuan, showing a growth rate of 1.90% [3] Group 2 - The company operates in the information technology industry, primarily offering system integration services and industry-specific software [2][3] - The main business composition for 2024 includes: General ERP (32.98%), Industry Digitalization-C2M (31.65%), Financial Digitalization-GMC (23.18%), IT Outsourcing-ITO (11.75%), and Other Business Revenue (0.44%) [2][3]

Group 1: Core Viewpoint - Company HanDe Information (300170) has submitted a prospectus to the Hong Kong Stock Exchange, accelerating its H-share listing plan, which may enhance its global layout capabilities through an "A+H" dual capital platform [1] Group 2: Business Progress - The company has established AI collaborations with leading firms such as ByteDance, DeepSeek, Manus, Baidu, and Huawei, focusing on computing power sharing, joint R&D, and revenue-sharing models, expected to contribute AI-related revenue by 2026 [2] - As a core partner in Huawei's MetaERP implementation, the company's Xinchuang business is projected to generate revenue of 1.6 billion yuan by 2026 [2] Group 3: Financial Status - For the first nine months of 2025, the company reported revenue of 2.439 billion yuan, a year-on-year increase of 3.67%, and a net profit attributable to shareholders of 145 million yuan, up 6.96% [3] - As of June 30, 2025, trade receivables reached 1.505 billion yuan, with a significant portion of receivables over three years old, indicating potential recovery risks [3] - The accounts receivable turnover days increased from 145 days in 2024 to 167 days in the first half of 2025, reflecting a decline in collection efficiency [3] Group 4: Business Status - The company has set up subsidiaries in nine countries, with Southeast Asia's order volume increasing by 120% year-on-year in 2025, and overseas revenue expected to reach 1.3 billion yuan in 2026, a year-on-year growth of 116.7% [4] - Through self-developed AI tools, traditional digital services are projected to generate revenue of 1.84 billion yuan in 2026, a year-on-year increase of 3.4%, providing cash flow support for high-growth businesses [4] Group 5: Stock Performance - Since the beginning of 2026, the stock price has risen by 33.67%, but it has recently declined by 17.49% over the past 20 days, with high trading activity, including a net purchase of 482 million yuan on January 12, 2026 [5]

Group 1 - The core viewpoint of the news highlights the ongoing fluctuations in the software sector, particularly within the ChiNext software ETF, which saw a slight decline of 0.09% as of February 11, 2026, while individual stocks like Wangsu Science & Technology and Guangliwei experienced significant gains of 10.60% and 9.04% respectively [1] - The report from Huatai Securities indicates that 2025 is expected to be the "Year of Agents," with 2026 likely marking a period of accelerated implementation of Agent technologies, driven by rapid iterations in Agentic Coding and fierce competition among major companies for personal agent assistants [1] - The rapid iteration of Agentic Coding is anticipated to reshape the software industry, potentially leading to a paradox where the value of standalone software may decline despite a surge in personalized, AI-generated software [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the ChiNext software index include Tonghuashun, Runze Technology, and Kunlun Wanwei, collectively accounting for 48.61% of the index [2] - The performance of individual stocks within the index shows varied results, with notable declines in stocks like Kunlun Wanwei at -4.13% and Tonghuashun at -1.26%, while others like Shenshuo Technology and Zhongke Chuangda showed positive movements [3]

Core Insights - Artificial intelligence (AI) is no longer just an efficiency tool but is fundamentally reshaping business narratives and the underlying paradigm of new productivity [1] - The discussion emphasizes that companies must view AI as a new form of productivity and adapt to the emerging narrative control driven by AI technologies [6] Group 1: AI as a New Paradigm - AI is transforming from a mere technological change to a core component of production, acting as both a production tool and a digital workforce [6] - Companies that adopt Generative Search Optimization (GEO) as a central strategy will have a competitive edge in the AI era, as GEO is expected to replace traditional Search Engine Optimization (SEO) [6] - GEO focuses on ensuring that businesses are prioritized in user queries, marking a shift from mere traffic acquisition to competition at the decision-making entry point [6] Group 2: Trust and Content Quality - The essence of AI content optimization lies in building user trust and recognition, which can lead to long-term competitive advantages [7] - Companies must prioritize content quality and authenticity to enhance user trust, especially during the current period of technological benefits where ROI is hard to measure [7] - The long-term value of AI technologies is often underestimated, and companies should focus on improving user experience through technological advancements [7] Group 3: Challenges in AI Implementation - Companies face multiple challenges in AI implementation, including technical integration issues, ROI measurement, and maintaining user experience [8] - A balance between technical efficiency and human connection is crucial to avoid losing brand emotional ties due to over-reliance on AI [8] - A three-step strategy is recommended for companies: clearly define AI's problem-solving capabilities, prioritize high ROI scenarios, and invest in data governance and organizational transformation [8] Group 4: Efficiency and Collaboration - Large models enhance efficiency by breaking down complex human actions into standardized steps, particularly in service industries with clear rules and processes [9] - The redefinition of narrative control through algorithms necessitates content optimization and trust-building to secure AI recommendation entry points [9] - Future competition will hinge on speed and adaptability, with successful companies being those that can swiftly respond to AI advancements and convert them into sustainable business value [9]

Market Performance - The IT services sector increased by 3.33% on February 3, with *ST Yunchuang leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Top Gainers in IT Services - *ST Yunchuang saw a closing price of 8.06, with a significant increase of 30.00% and a trading volume of 116,100 shares, totaling a transaction value of 88.596 million yuan [1] - Wangsu Science and Technology closed at 19.31, up 14.40%, with a trading volume of 5.4564 million shares and a transaction value of 9.851 billion yuan [1] - Capital Online closed at 27.46, up 11.63%, with a trading volume of 842,800 shares and a transaction value of 2.214 billion yuan [1] Market Capital Flow - The IT services sector experienced a net inflow of 3.064 billion yuan from institutional investors, while retail investors saw a net outflow of 466 million yuan [2] - The main funds showed a mixed trend, with some companies like Huasheng Tiancheng receiving significant net inflows, while others like Xiangyou Technology faced outflows [3] Notable Stocks with Net Inflows - Huasheng Tiancheng had a net inflow of 1.698 billion yuan, accounting for 38.55% of its trading volume [3] - Yanshan Technology recorded a net inflow of 863 million yuan, representing 11.85% of its trading volume [3] - Wangsu Science and Technology had a net inflow of 530 million yuan, making up 5.38% of its trading volume [3]