Group 1 - The industrial software sector experienced significant gains on January 8, with companies like Hand Information reaching a 20% limit up, and others such as Dongtu Technology and Saiyi Information rising over 10% [1] - The Ministry of Industry and Information Technology, along with eight other departments, issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'" on January 7, which emphasizes the need to strengthen the supply of artificial intelligence computing power [1] - The Opinions propose to promote the development of intelligent chips and support breakthroughs in key technologies such as high-end training chips and AI servers, while encouraging innovation in both large and small models tailored for specific industrial applications [1] Group 2 - Dongguan Securities noted that the Chinese government has been increasingly focused on the development of the industrial software industry, with multiple supportive policies being introduced [2] - The Ministry of Industry and Information Technology issued guidelines in September 2024 for updating industrial software and operating systems, setting clear targets for upgrades [2] - The National Development and Reform Commission included industrial software updates in the "Two New" policy support framework in April 2025, indicating government encouragement for increased investment in the sector [2]

影视传媒、AI智能体等AI应用方向持续走强，汉得信息20cm涨停，久其软件此前涨停，易点天下、每 日互动、海天瑞声等多股拉升。 ...

Group 1 - The core viewpoint of the news is that Han's Information has experienced fluctuations in stock price and trading volume, with a recent decline of 2.04% to 20.18 CNY per share, while the company has shown a year-to-date increase of 6.66% in stock price [1] - As of December 31, the number of shareholders for Han's Information increased to 129,000, reflecting a growth of 4.88%, while the average circulating shares per person decreased by 4.65% to 7,574 shares [2] - For the period from January to September 2025, Han's Information reported a revenue of 2.439 billion CNY, marking a year-on-year growth of 3.67%, and a net profit attributable to shareholders of 145 million CNY, which is a 6.96% increase compared to the previous year [2] Group 2 - Han's Information has distributed a total of 415 million CNY in dividends since its A-share listing, with 125 million CNY distributed over the past three years [3] - As of September 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 16.5261 million shares, an increase of 11.1169 million shares from the previous period [3] - The company operates in the IT services sector, focusing on ERP software implementation, customer support, and software outsourcing, with its main revenue sources being C2M (33.82%), ERP (31.16%), GMC (23.50%), and ITO (11.19%) [1]

Group 1 - The core viewpoint of the news is that Han's Information has experienced fluctuations in stock price and trading volume, with a recent decline of 2.01% on January 6, 2023, and a total market capitalization of 20.475 billion yuan [1] - As of January 6, 2023, Han's Information's stock price has increased by 5.87% year-to-date, with notable gains of 16.25% over the last five trading days and 12.46% over the last twenty days [1] - The company reported a revenue of 2.439 billion yuan for the period from January to September 2025, reflecting a year-on-year growth of 3.67%, and a net profit attributable to shareholders of 145 million yuan, up 6.96% year-on-year [2] Group 2 - Han's Information has distributed a total of 415 million yuan in dividends since its A-share listing, with 125 million yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 11.1169 million shares to 16.5261 million shares [3] - The company operates in the IT services sector, focusing on ERP software implementation, customer support, and software outsourcing, with revenue contributions from various segments including C2M, ERP, financial digitalization, and IT outsourcing [1]

数据宝统计，截至14:09，汉得信息成交额36.24亿元，创2025年3月14日以来新高。最新股价上涨 7.93%，换手率18.62%。（数据宝） （文章来源：证券时报网） ...

Group 1 - The core viewpoint of the article highlights the strong performance of AI application stocks, with notable gains in companies like BlueFocus, which rose over 15% to reach a 10-year high [1] - The article mentions that several companies, including ZTE Information, Nansheng Co., and Liou Co., experienced significant stock price increases, with some hitting the daily limit [1] - Meta's acquisition of AI company Manus is aimed at accelerating innovation in artificial intelligence, with plans for independent operation while integrating with Meta's core consumer products [1]

[Table_Page] 公司深度研究|计算机 证券研究报告 [Table_Title] 汉得信息（300170.SZ） AI Agent 核心玩家，商业化进展显著 [Table_Summary] 核心观点： | Table_Invest] [公司评级 | 买入 | | --- | --- | | 当前价格 | 18.92 元 | | 合理价值 | 23.78 元 | | 报告日期 | 2026-01-04 | 基本数据 [Table_BaseInfo] | 总股本/流通股本（百万股） | 1022/0.00 | | --- | --- | | 总市值/流通市值（百万元） | 19341/0.00 | | 一年内最高/最低（元） | 25.22/11.15 | | 30 日日均成交量/成交额（百万） | 69/1233 | | 近 3 个月/6 个月涨跌幅（%） | -2.17/15.51 | [Table_PicQuote] 相对市场表现 盈利预测： | [Table_ 单位 Finance] :人民币百万元 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | ...

国 截至12月31日收盘，智谱AI概念上涨2.20%，位居概念板块涨幅第6，板块内，54股上涨，蓝色光标20% 涨停，德生科技、凯文教育等涨停，易点天下、汉得信息、值得买等涨幅居前，分别上涨10.23%、 7.26%、6.98%。跌幅居前的有拓斯达、梦网科技、凌云光等，分别下跌2.46%、2.01%、1.88%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 小红书概念 | 2.88 | 硅能源 | -1.03 | | 快手概念 | 2.49 | 有机硅概念 | -0.99 | | 中船系 | 2.30 | 液冷服务器 | -0.98 | | 中韩自贸区 | 2.25 | 钠离子电池 | -0.86 | | 军工信息化 | 2.22 | 福建自贸区 | -0.84 | | 智谱AI | 2.20 | 环氧丙烷 | -0.77 | | AI语料 | 2.00 | 高压快充 | -0.77 | | 国产航母 | 1.99 | 宁德时代概念 | -0.75 | | Sora概念(文生视频) | 1.97 | PE ...

Market Overview - The Shanghai Composite Index closed at 3968.84 points, above the annual line, with a slight increase of 0.09% [1] - The total trading volume of A-shares reached 24,617.43 billion yuan [1] Stocks Breaking Annual Line - A total of 92 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Wajingke (8.82%) - Zhangyue Technology (8.44%) - Suoling Co., Ltd. (7.81%) [1] Detailed Stock Performance - The following stocks have notable performance metrics: - Wajingke: 20.00% increase, turnover rate of 14.94%, latest price at 37.80 yuan [1] - Zhangyue Technology: 10.00% increase, turnover rate of 12.20%, latest price at 22.12 yuan [1] - Suoling Co., Ltd.: 10.00% increase, turnover rate of 10.69%, latest price at 6.05 yuan [1] - Other stocks with significant increases include: - Desheng Technology: 10.03% increase - Nanxing Co., Ltd.: 10.00% increase [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the annual line include: - Guifaxiang - Guangkang Biochemical - Shunwang Technology [1]

Core Viewpoint - The A-share AI application sector is experiencing a significant surge, driven by favorable policies and industry chain developments, leading to increased investment interest in AI applications [3][4]. Group 1: Market Performance - On December 31, A-share AI application stocks saw a strong performance, with companies like BlueFocus and Wanshili hitting a 20% limit up, while others like Nanjing Xingsheng and Zhangyue Technology also recorded significant gains [4]. - The overall market sentiment is positive, with multiple stocks in the AI sector showing robust growth, indicating a strong investor appetite for AI applications [4]. Group 2: Policy Support - The Chongqing Municipal Government has launched the "Starry Sky" action plan to enhance the software and information service industry, focusing on AI applications and intelligent agents to modernize urban governance [6]. - The Ministry of Education plans to advance AI in education, aiming to develop a future-oriented educational system that incorporates AI across various educational stages [7]. Group 3: Industry Developments - Meta has announced a multi-billion dollar acquisition of the parent company of AI application Manus, marking its third-largest acquisition to date, which underscores the growing importance of AI applications in the tech industry [8]. - Multiple brokerage firms are optimistic about the AI application sector's performance in 2026, highlighting the convergence of policy, technology, and demand as key growth drivers [9]. Group 4: Investment Opportunities - Analysts suggest that investment opportunities in the AI industry will expand from hardware to application sectors, with a focus on domestic large models making breakthroughs in various applications [3][9]. - There is a strong recommendation to invest in AI applications across various fields such as content creation, social media, search, proofreading, advertising, education, e-commerce, and finance, as commercialization is expected to accelerate [9]. Group 5: Future Projections - A survey by TechCrunch indicates that most venture capital firms expect an increase in corporate AI budgets by 2026, with a trend towards concentrated investments in fewer partnerships rather than widespread funding [10].