Market Overview - As of December 10, the Shanghai Composite Index closed at 3900.50 points, down by 9.03 points, a decrease of 0.23% [1] - The Shenzhen Component Index closed at 13316.42 points, up by 39.06 points, an increase of 0.29% [1] - The ChiNext Index closed at 3209.00 points, down by 0.60 points, a decrease of 0.02% [1] Trading Activity - A total of 93 A-shares had a turnover rate exceeding 20% on December 10 [1] - Notable stocks with high turnover rates included: - C Baiao (688796) with a turnover rate of 75.80% and a price increase of 146.63% [1] - De Yi Culture (300640) with a turnover rate of 57.78% and a price increase of 9.88% [1] - Longzhou Co. (002682) with a turnover rate of 55.52% and a price increase of 9.96% [1] - C Moore-U (688795) with a turnover rate of 51.93% and a price increase of 16.98% [1] - Shen Nong Agriculture (300189) with a turnover rate of 51.33% and a price increase of 20.07% [1] Individual Stock Performance - C Baiao (688796) closed at 65.80 yuan, showing a significant increase [1] - De Yi Culture (300640) closed at 9.79 yuan, reflecting a positive performance [1] - Longzhou Co. (002682) closed at 10.49 yuan, also showing a positive trend [1] - C Moore-U (688795) closed at 735.00 yuan, indicating strong market interest [1] - Shen Nong Agriculture (300189) closed at 6.88 yuan, demonstrating a solid increase [1]

Summary of Key Points Core Viewpoint - On December 9, several A-share listed companies disclosed their shareholding changes, with notable increases in shareholdings from companies like Financial Street, Songcheng Performance, and others, while 14 companies, including Shengyi Technology and Shen Zhou Information, reported reductions in shareholdings [1][2][3] Group 1: Shareholding Increases - Financial Street reported that Harmony Health Insurance increased its shareholding by 7.0384 million shares from December 4 to December 8 [2][3] - Songcheng Performance plans to repurchase shares worth between 100 million to 200 million yuan for cancellation and reduction of registered capital [2][3] - Yingpais intends to increase its shareholding by 60 million to 120 million yuan [2][3] - Huatai Medical plans to repurchase shares worth between 200 million to 250 million yuan [2][3] - American Shares plans to repurchase shares worth between 30 million to 60 million yuan [2][3] Group 2: Shareholding Reductions - Shengyi Technology's largest shareholder, Guangxin Group, reduced its holdings by 12.91 million shares from November 26 to December 9 [2][3] - Saiwei Microelectronics' shareholder, Shanghai Lingguan, plans to reduce holdings by no more than 14,500 shares [2][3] - Shen Zhou Information's controlling shareholder, Shenma Software, plans to reduce its holdings by no more than 2.95% [2][3] - Demingli's shareholder, Wei Hongzhang, reduced holdings by a total of 2.8433 million shares from November 7 to December 8 [2][3] - Ying Shisheng's controlling shareholder, Tang Qiu, reduced holdings by 1% [2][3] - Meixin Technology's shareholder, Runke Investment, plans to reduce holdings by no more than 1.6047% [2][3] - Benli Technology's deputy general manager, Sheng Mengjun, plans to reduce holdings by no more than 0.07% [2][3] - Donghua Testing's controlling shareholder and its concerted actions plan to reduce holdings by no more than 1.99% [2][3] - Kute Intelligent's controlling shareholder's concerted action, Zhang Yunlan, plans to reduce holdings by no more than 2% [2][3] - Haomei New Materials' shareholder, Chi Yao Investment, plans to reduce holdings by no more than 0.44% [2][3] - Aokang International's shareholder, Xiang Jinyu, plans to reduce holdings by no more than 3% [2][3] - Aerospace Development's fourth largest shareholder, Aerospace Science and Industry Asset Company, reduced holdings by 1.3435 million shares on December 9 [2][3] - Lide New Energy's shareholder, Shandong Electric Construction, plans to reduce holdings by no more than 1% [2][3] - Yingfang Micro's shareholding by Dongfang Securities has fallen below 5% [2][3]

关于控股股东、实际控制人及一致行动人权益变动触及 1% 证券代码：300377 证券简称：赢时胜 公告编号：2025-055 深圳市赢时胜信息技术股份有限公司 整数倍的公告 公司控股股东、实际控制人之一唐球先生保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 深圳市赢时胜信息技术股份有限公司（以下简称"公司"）于 2025 年 11 月 7 日在巨潮资讯网披露了《关于控股股东、实际控制人减持股份的预披露公告》 （公告编号：2025-049）（以下简称"预披露公告"）。公司控股股东、实际控 制人之一唐球先生计划自预披露公告披露之日起 15 个交易日后的 3 个月内通过 集中竞价或大宗交易方式合计减持公司股份不超过 14,000,000 股（占公司总股 本比例不超过 2%）。 近日，公司收到唐球先生出具的《关于减持股份触及 1%整数倍的告知函》。 自 2025 年 12 月 4 日至 2025 年 12 月 8 日，唐球先生通过集中竞价和大宗交易方 式累计减持公司股份 2,867,000 股,占公司总股本的 0 ...

Group 1 - Honghua Digital intends to acquire 49% equity of Shandong Yingkejie for 105 million yuan, resulting in full ownership of the company, which specializes in industrial inkjet technology [1] - Xue Ren Group's metal plate fuel cell stack project has passed final acceptance, delivering complete technical documentation and meeting performance requirements [2] - PIANO's controlling shareholder is planning a change in control, leading to a temporary suspension of its stock [3] Group 2 - COSCO SHIPPING Specialised Carriers plans to invest 258 million yuan in Shenshan Port Investment Company, acquiring a 20% stake [4] - Jieshun Technology has won a management project for an underground parking lot, expecting over 70 million yuan in revenue by the end of the contract in 2031 [5] - Aerospace Rainbow is collaborating with Zhongtian Rocket to establish a company focused on artificial weather modification technology with a total investment of 50 million yuan [6] Group 3 - Purun Co. intends to acquire 49% equity of Nuoya Changtian through a combination of shares, convertible bonds, and cash, making it a wholly-owned subsidiary [7] - Dongfang Yuhong plans to sell a commercial property for 10.12 million yuan, expecting a significant asset disposal loss [8] - Tianqi Lithium is applying for designated delivery warehouse qualifications for lithium hydroxide at the Guangzhou Futures Exchange [9] Group 4 - Tianfu Communication is planning to issue H-shares on the Hong Kong Stock Exchange, with details yet to be finalized [10] - ST Yishite's controlling shareholder will transfer 4.18 million shares to Hubei Jingjiang Industrial Investment Group, changing the actual controller to the Jingzhou State-owned Assets Supervision and Administration Commission [11] - Dongwei Technology's directors and key technical personnel plan to reduce their holdings by up to 1.11% of the company's shares [12] Group 5 - Guojin Securities shareholders plan to reduce their holdings by a total of 0.72% of the company's shares [23] - Hongde Co. controlling shareholder and associated parties plan to reduce their holdings by up to 3% [24] - Aopu Mai's restructuring plan to acquire 100% of Pengli Bio has been approved by the exchange [26] Group 6 - Kosen Technology intends to sell 100% of Kosen Medical for 915 million yuan due to challenges in its business environment [28] - Rongsheng Petrochemical's subsidiary plans to transfer 100% of Rongsheng Energy (Zhoushan) to Rongsheng Holdings [29] - Jingji Zhino reported a cumulative sales revenue of 3.464 billion yuan from pig sales in the first 11 months of 2025 [30]

人民财讯12月8日电，赢时胜(300377)12月8日公告，公司股票交易连续2个交易日（12月5日、12月8 日）收盘价格涨幅偏离值累计超过30%。公司控股股东、实际控制人之一唐球于12月5日、12月8日通过 集中竞价交易和大宗交易方式累计减持公司股份211.7万股，占公司总股本比例的0.28%。上述减持事项 符合预披露公告中的减持计划。截至目前，相关减持计划仍在实施中。 转自：证券时报 ...

Core Viewpoint - The company, Ying Shisheng (300377.SZ), announced a significant reduction in shareholding by its controlling shareholder, Tang Qiu, which aligns with the previously disclosed reduction plan [1] Group 1 - The controlling shareholder, Tang Qiu, reduced his stake by a total of 2.117 million shares [1] - This reduction represents 0.28% of the company's total share capital [1] - The share reduction occurred through both centralized bidding and block trading on December 5 and December 8, 2025 [1]

一、股票交易异常波动的具体情况 深圳市赢时胜信息技术股份有限公司（以下简称"公司"）股票交易连续 2 个交易日（2025 年 12 月 5 日、2025 年 12 月 8 日）收盘价格涨幅偏离值累计超 过 30%。根据深圳证券交易所的相关规定，上述情形属于股票交易异常波动的情 况。 证券代码：300377 证券简称：赢时胜 公告编号：2025-054 深圳市赢时胜信息技术股份有限公司 关于股票交易异常波动的公告 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。 5、股票异常波动期间，公司控股股东、实际控制人股份减持情况如下： 公司于 2025 年 11 月 7 日在巨潮资讯网披露了《关于控股股东、实际控制人 减持股份的预披露公告》（以下简称"预披露公告"，公告编号：2025-049）， 公司控股股东、实际控制人之一唐球先生计划自预披露公告披露之日起 15 个交 易日后的 3 个月内，以集中竞价或大宗交易方式减持公司股份合计不超过 1400 万股（占公司总股本的 1.86%）。 唐球先生于 2025 年 12 月 5 日、2025 年 12 月 8 日通过集中竞价 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 赢时胜困局：当财技"魔术"遭遇监管聚光灯丨大A避雷针 来源：全景财经 会计核算乱象遭监管整改、资产减值吞噬利润、核心业务市场份额被挤压，赢时胜正经历一场由内而外 的风险爆发。 01 四重病灶——被监管定格的财技"魔术" 2025年10月31日，赢时胜收到深圳监管局出具的《行政监管措施决定书》，要求公司就《决定书》中所 提出的问题进行整改，至此公司从核算漏洞到内控崩塌的四重病灶暴露无疑。 首先是收入核算不规范：赢时胜在客户拒付合同尾款时，未按《企业会计准则第14号——收入》要求计 提坏账损失，而是直接冲销收入，导致收入与利润同时虚减。 例如，某机构项目因预算调整拒付2000万元尾款，公司未计提坏账，而是全额冲减当期收入，造成营收 少计2000万元，同时掩盖了应收账款回收风险。整改后，公司已明确区分收入冲回与坏账计提场景，要 求对客户信用风险进行前瞻性评估，对预计无法收回的款项单独计提坏账，不得直接调整收入。 其次是长期股权投资减值依据不足：对部分长期股权投资进行减值测试时，赢时胜未充分评估盈利预测 的合理性，关键假设缺乏行业数据或合同支撑 ...

Group 1 - The core viewpoint is that the financial technology sector is experiencing strong growth, with the China Securities Finance Technology Theme Index rising by 2.48% and several constituent stocks showing significant gains [1] - The China Securities Regulatory Commission (CSRC) announced on December 6 that it will enhance classified regulation, optimize evaluation indicators for quality institutions, and moderately expand capital space and leverage limits to improve capital utilization efficiency [1] - Non-bank financials are currently undervalued, providing a safety margin, with the insurance sector benefiting from economic recovery and rising interest rates, particularly in health and pension insurance [1] Group 2 - The Financial Technology ETF closely tracks the China Securities Finance Technology Theme Index, which reflects the overall performance of listed companies in the financial technology sector [2] - As of November 28, 2025, the top ten weighted stocks in the index account for 53.31% of the total, including companies like Tonghuashun and Dongfang Caifu [2]

从中长期投资逻辑来看，金融科技板块弹性十足，对流动性改善反映迅速，目前A股有望迎更多增量资 金进场，金融科技板块有望持续受益：互联网券商基本面预期有望持续改善，金融IT等作为顺周期高 弹性品种，也持续受益于交易量提振，C端炒股软件景气度向上，B端金融IT需求逐步释放。 展望板块2026年投资策略，东吴证券观点认为，金融科技机会主要围绕两条主线展开：短期看市场活跃 的持续性，2025年资本市场活跃度仍在持续，互联网券商在2025年及2026年上半年仍会有一定的业绩释 放；中期关注金融IT业绩弹性，随着政策发力推动金融行业基本面改善，同时券商信创稳步推进，也 将使金融IT公司收益逐步增长。 12月8日早盘，受利好消息刺激，金融科技高开高走，赢时胜大涨超15%，中科金财、创识科技、银之 杰、四方精创等多股涨超5%，指南针、东方财富、同花顺、大智慧等互联网券商涨超2%。 热门ETF方面，同类规模最大的金融科技ETF（159851）场内继续反弹超2%，成交额快速放量超2亿 元，资金实时净申购8700万份，此前一周已有超4亿元加码！ | 分时 多日 1分 5分 · | F9 盘前盘后 露加 九射 面线 工具 @ (2 > ...