结构性行情持续演绎背景下，QFII（合格境外投资者）持续押注A股核心资产。 但QFII加仓的行业又不仅限于高端制造业。受访人士向21世纪经济报道记者指出，三季度，QFII的增持方向既包括了防御性资 产，又兼顾了产业趋势和国产自主化逻辑下的战术性加仓。 根据A股上市公司最新披露的信息，21世纪经济报道记者注意到，今年三季度，A股高端制造业受到QFII青睐，个别新质生产力 方向的个股，同时获得了摩根士丹利、高盛国际、瑞士联合银行集团、阿布达比投资局等多家知名海外投资机构的加仓。 从持仓市值看，据统计，以截至10月28日已披露的数据为准，到今年三季度末，持有A股上市公司的QFII接近40家，合计持有A 股市值约1194亿元。 随着上市公司三季报的披露接近尾声，QFII的重点加仓方向得以曝光。 据统计，截至10月28日，QFII已现身超过500家A股上市公司的前十大流通股股东名单。 而被QFII抱团最明显的个股当属科森科技。三季度，该个股不仅获得瑞士联合银行集团、摩根大通证券的增持（分别增持309.74 万股、98.62万股），高盛国际、摩根士丹利、阿布达比投资局也新进成为该个股的前十大流通股东。 以上述统计范围为准 ...

10月28日，拓尔思盘中上涨2.04%，截至10:08，报20.05元/股，成交1.85亿元，换手率1.07%，总市值 175.16亿元。 资金流向方面，主力资金净流入1189.41万元，特大单买入376.29万元，占比2.03%，卖出931.82万元， 占比5.02%；大单买入4179.99万元，占比22.54%，卖出2435.04万元，占比13.13%。 拓尔思今年以来股价跌4.25%，近5个交易日涨1.62%，近20日跌7.00%，近60日跌17.49%。 拓尔思所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：数字货币、AI语料库、 征信概念、知识产权、AIAgent（智能体）等。 截至9月30日，拓尔思股东户数11.67万，较上期减少2.78%；人均流通股7483股，较上期增加2.86%。 2025年1月-9月，拓尔思实现营业收入3.37亿元，同比减少45.57%；归母净利润-1.60亿元，同比减少 460.24%。 分红方面，拓尔思A股上市后累计派现3.25亿元。近三年，累计派现5567.04万元。 机构持仓方面，截止2025年9月30日，拓尔思十大流通股东中，华宝中证金融科技主题 ...

经济观察网 2025年10月23日，拓尔思(300229)发布2025年第三季度报告，2025年第三季度实现营业收入 9218.12万元，同比下降58.47%；实现净利润-8644.63万元，同比下降462.22%。 ...

Core Viewpoint - The company reported a significant decline in revenue and a net loss for the third quarter of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The operating revenue for the third quarter was 92.18 million, representing a year-on-year decrease of 58.47% [1] - The net profit attributable to shareholders was -86.44 million [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -89.92 million [1]

Core Viewpoint - The company announced the convening of its sixth board meeting on October 23, 2025, to review the third quarter report for 2025 [2] Group 1 - The board meeting is scheduled for October 23, 2025 [2] - The meeting will focus on the review of the third quarter report for 2025 [2]

Core Viewpoint - The company reported a significant decline in revenue and incurred substantial net losses in the first three quarters of 2025 [1] Financial Performance - The company's operating revenue for the first three quarters was 337 million yuan, representing a year-on-year decrease of 45.57% [1] - The net loss attributable to shareholders of the listed company was 160 million yuan [1] - The net loss attributable to shareholders after deducting non-recurring gains and losses was 179 million yuan [1] - The basic loss per share was 0.1832 yuan [1]

Growth - Yian Technology reported a net profit of 19.03 million yuan in Q3, a year-on-year increase of 10,957% [1] - Hwa Woo Co. achieved a net profit of 24.32 million yuan in Q3, up 4,202% year-on-year [1] - Zhuoyi Information's Q3 net profit reached 17.48 million yuan, reflecting a year-on-year growth of 2,074.65% [1] - Jingrui Electric Materials reported a net profit of 58.61 million yuan in Q3, marking a 938.99% increase year-on-year [1] - Hemei Group's Q3 net profit was 61.75 million yuan, up 706.3% year-on-year [1] - Kelin Electric's Q3 net profit was 56.52 million yuan, a year-on-year increase of 705.48% [1] - Hualu Biological's Q3 net profit reached 70.03 million yuan, reflecting a 619.37% year-on-year growth [1] - Triangle Defense reported a net profit of 105 million yuan in Q3, up 466.32% year-on-year [1] - New Meixing achieved a Q3 net profit of 38.44 million yuan, a year-on-year increase of 357.83% [1] - Hailanxin's Q3 net profit was 5.67 million yuan, reflecting a 342.12% year-on-year growth [1] - Zhenlei Technology reported a net profit of 38.64 million yuan in Q3, up 337.49% year-on-year [1] - Tovey Information's Q3 net profit reached 26.04 million yuan, a year-on-year increase of 239.19% [1] - Wanma Co. reported a net profit of 161 million yuan in Q3, reflecting a 227.70% year-on-year growth [1] - Juhua Co. achieved a Q3 net profit of 1.197 billion yuan, up 186.55% year-on-year [1] - Baofeng Energy reported a net profit of 3.232 billion yuan in Q3, marking a 162.34% increase year-on-year [1] - Sanfu Co. achieved a Q3 net profit of 25.68 million yuan, reflecting a 162.25% year-on-year growth [1] - Chuling Information's Q3 net profit was 248.72 million yuan, up 123.93% year-on-year [1] - Fujilai reported a net profit of 30.32 million yuan in Q3, a year-on-year increase of 113.62% [1] - San Sheng Guojian achieved a Q3 net profit of 209 million yuan, reflecting a 101.41% year-on-year growth [1] - Tianchen Medical reported a net profit of 23.73 million yuan in Q3, up 70.74% year-on-year [1] - Oke Yi's Q3 net profit was 50.35 million yuan, reflecting a 69.31% year-on-year growth [1] - Dingtai High-tech reported a net profit of 123 million yuan in Q3, up 47.05% year-on-year [1] - Yiwei Lithium Energy achieved a Q3 net profit of 1.211 billion yuan, reflecting a 15.13% year-on-year growth [1] - Anpeilong reported a net profit of 30.99 million yuan in Q3, up 14.09% year-on-year [1] - Shengtun Mining's Q3 net profit was 649 million yuan, reflecting an 11.32% year-on-year growth [1] - COSCO Shipping Special reported a net profit of 504 million yuan in Q3, up 6.62% year-on-year [1] - Deep Technology achieved a Q3 net profit of 41.45 million yuan, reflecting a 2.8% year-on-year growth [1] Decline and Loss - Qiaqia Food reported a Q3 net profit of 79.36 million yuan, a year-on-year decrease of 72.58% [2] - Ningbo Jingda's Q3 net profit was 10.83 million yuan, down 65.14% year-on-year [2] - Nanhua Futures reported a Q3 net profit of 120 million yuan, reflecting a year-on-year decline of 6.21% [2] - Zhongwen Online reported a Q3 net loss of 294 million yuan [2] - Tuolisi reported a Q3 net loss of 86.45 million yuan [2] - Taiping Bird reported a Q3 net loss of 49.45 million yuan [2] - COFCO Technology reported a Q3 net loss of 28.06 million yuan [2]

Core Viewpoint - The company reported a significant decline in revenue and net profit for the third quarter of 2025, indicating ongoing financial challenges [1] Financial Performance - Revenue for Q3 2025 was 92.18 million yuan, a year-on-year decrease of 58.47% [1] - Net profit for Q3 2025 showed a loss of 86.45 million yuan [1] - For the first three quarters of 2025, total revenue was 337 million yuan, reflecting a year-on-year decline of 45.57% [1] - The net profit for the first three quarters of 2025 was a loss of 160 million yuan [1]

第二章 委托理财的审批及管理机构 第五条 公司进行委托理财，应按如下权限进行审批： （一）委托理财额度占公司最近一期经审计净资产 10%以上，且绝对金额超 过 1,000 万元人民币的，应当在投资之前提交公司董事会审议通过，并及时履行 信息披露义务。 拓尔思信息技术股份有限公司 委托理财管理制度 第一章 总 则 第一条 为规范拓尔思信息技术股份有限公司（以下简称"公司"）委托理 财业务的管理，有效控制风险，提高投资收益，维护公司及股东利益，根据《中 华人民共和国证券法》《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》《深圳证券交易所 上市公司自律监管指引第 7 号——交易与关联交易》等法律、行政法规、规范性 文件及《拓尔思信息技术股份有限公司公司章程》（以下简称"《公司章程》"）的 有关规定，结合公司的实际情况，特制订本制度。 第二条 本制度所指"委托理财"是指公司为充分利用闲置资金、提高资金 利用率、增加现金资产收益，委托银行、信托、证券、基金、期货、保险资产管 理机构、金融资产投资公司、私募基金管理人等专业理财机构对其财产进行投资 和管理或者 ...

证券代码：300229 证券简称：拓尔思 公告编号：2025-046 拓尔思信息技术股份有限公司 2025 年第三季度报告披露的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 拓尔思信息技术股份有限公司（以下简称"公司"）于 2025 年 10 月 23 日召 开第六届董事会第二十三次会议，审议通过了《2025 年第三季度报告》。 为使投资者全面了解公司经营成果、财务状况，公司《2025 年第三季度报 告》已于 2025 年 10 月 24 日在中国证券监督管理委员会指定的创业板信息披露 网站巨潮资讯网（www.cninfo.com.cn）披露，敬请投资者注意查阅。 特此公告。 拓尔思信息技术股份有限公司董事会 2025 年 10 月 24 日 1 ...