证券之星消息，1月8日软件开发板块较上一交易日上涨0.41%，*ST汇科领涨。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002279 久其软件 | | 3.02 Z | 31.70% | -8055.78万 | -8.46% | -2.21 Z- | -23.24% | | 300766 每日互动 | | 2.17 Z | 9.30% | 186.88万 | 0.08% | -2.19 Z | -9.38% | | 688031 星环科技 | | 1.84亿 | 9.85% | -1.08 Z | -5.76% | -7671.33万 | -4.10% | | 300253 卫宁健康 | | 1.56亿 | 10.88% | -4902.06万 | -3.42% | -1.07 Z ...

同时，《意见》明确推动智能装备迭代和智能终端升级，将加快人工智能与工业母机、工业机器人、智 能网联汽车等融合，培育人形机器人等新业态；打造软件和智能体新业态，推动人工智能与工业软件深 度融合，构建智能体分类分级管理体系。同时，培育企业梯队，打造创新载体。 消息面上，1月7日，工信部等八部门联合印发《"人工智能+制造"专项行动实施意见》（以下简称《意 见》）。其中提出，要强化人工智能算力供给。推动智能芯片软硬协同发展，支持突破高端训练芯片、 端侧推理芯片、人工智能服务器、高速互联、智算云操作系统等关键核心技术。支持开发高水平行业模 型，培育重点行业大模型，打造面向工业细分场景小模型，鼓励大小模型协同创新。同时，《意见》强 调要开展"模数共振"行动，探索建立"数据协同、模型训练、应用开发、安全保障"一体化机制。 工业软件概念8日盘中大幅走高，截至发稿，汉得信息20%涨停，东土科技、赛意信息涨超10%，宝信 软件亦涨停，鼎捷数智等涨超9%。 东莞证券近日指出，近年来，我国持续强化对工业软件行业发展的重视程度，各部门针对工业软件领域 密集出台相关支持政策。2024年9月，工业和信息化部办公厅印发《工业重点行业领域设备 ...

Core Viewpoint - Dingjie Smart experienced a stock price decline of 2.02% on January 7, 2023, with a current price of 47.46 yuan per share and a total market capitalization of 12.888 billion yuan [1] Group 1: Stock Performance - The stock price of Dingjie Smart has increased by 4.86% year-to-date, with a 10.17% rise over the last five trading days and a 9.41% increase over the last 20 days, while it has decreased by 12.61% over the last 60 days [1] - As of December 19, 2022, the number of shareholders for Dingjie Smart was 52,000, a decrease of 3.70% from the previous period, with an average of 5,183 circulating shares per person, an increase of 3.85% [2] Group 2: Financial Performance - For the period from January to September 2025, Dingjie Smart achieved a revenue of 1.614 billion yuan, representing a year-on-year growth of 2.63%, and a net profit attributable to shareholders of 51.088 million yuan, which is a 2.40% increase year-on-year [2] - Since its A-share listing, Dingjie Smart has distributed a total of 311 million yuan in dividends, with 65.588 million yuan distributed over the past three years [3] Group 3: Shareholder Structure - As of September 30, 2025, the fifth largest circulating shareholder of Dingjie Smart is Huazhang Small and Medium-sized Growth Mixed Fund, holding 2.6265 million shares, an increase of 50,700 shares from the previous period [3] - Hong Kong Central Clearing Limited is the sixth largest circulating shareholder, holding 2.4726 million shares as a new shareholder [3] - The eighth largest circulating shareholder is the China Europe Internet Mixed A Fund, holding 1.9115 million shares, which is a decrease of 1.2324 million shares from the previous period [3]

Group 1 - The report maintains an optimistic outlook for the convertible bond market in January 2026, driven by policy expectations and seasonal capital inflows, which are expected to create a "good start" for the market [6][17] - The central economic work conference has identified "technological innovation" and "expanding domestic demand" as key policy focuses, with related industry policy benefits expected to continue, directly boosting market risk appetite [6][17] - The convertible bond market is experiencing a tight supply-demand balance, with the total size of publicly traded convertible bonds at approximately 527.1 billion yuan as of December 31, 2025, down 183.6 billion yuan from the beginning of 2025 [19] Group 2 - The report suggests focusing on growth styles in investment strategies, particularly in technology sectors such as aerospace, AI computing, semiconductor equipment, and innovative pharmaceuticals, which are expected to benefit from industry policy support [6][20] - The top ten convertible bond portfolio for January 2026 emphasizes aggressive and elastic sectors, with a focus on technology growth, cyclical recovery, and financial sectors [6][20] - Specific recommendations include increasing holdings in convertible bonds from companies like Yinbang, Zhenhua, and Yingliu in the technology sector, and focusing on cyclical sectors such as precious metals and chemicals [20][22]

Core Viewpoint - The Shenzhen Stock Exchange announced a temporary suspension and subsequent resumption of trading for "Dingjie Convertible Bonds" (123263) after its trading price increased by 30% or more from the issuance price for the first time [1] Group 1 - The trading price of Dingjie Convertible Bonds reached a significant milestone, marking a 30% increase from the issuance price [1] - The temporary suspension of trading began at 09:30 and was lifted at 14:57 on the same day [1]

Group 1 - The core point of the article is that Dingjie Convertible Bonds and Tianzhun Convertible Bonds were listed on December 31 [1] Group 2 - The listing of these convertible bonds indicates a potential opportunity for investors in the bond market [1] - The event reflects ongoing activities in the financial market, particularly in the area of convertible securities [1]

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [2][5][17] Core Insights - The report highlights the acceleration of the domestic AI innovation cycle, driven by recent IPO activities of AI companies and strong policy support for AI integration with manufacturing [4][15][17] - The integration of AI with manufacturing is seen as a key driver for enhancing global competitiveness, with significant growth expected in the IT market for manufacturing in China [14] - The report emphasizes the importance of focusing on leading companies with AI technology capabilities and practical applications in industrial vision, smart equipment, and industrial internet platforms [14][17] Summary by Sections Recent Developments - The National Industrial and Information Technology Conference emphasized the importance of AI in manufacturing and set key tasks for 2026, including the promotion of AI+manufacturing initiatives [4][12][13] - IDC predicts that by 2027, the overall IT market investment in China's manufacturing sector will reach 1,718.99 billion RMB, with AI+industrial software market share expected to grow from 9% in 2024 to 22% by 2028 [14] Company Highlights - AI unicorns such as Zhipu and MiniMax are advancing their IPO processes, with Zhipu being the first among the "Big Six" AI models to submit its prospectus [15] - Zhipu reported a revenue of 190 million RMB in the first half of 2025, with a doubling of revenue for three consecutive years [15] - MiniMax has over 2.12 billion personal users and 130,000 enterprise clients globally, with a revenue growth of over 170% year-on-year for the first nine months of 2025 [15] Investment Recommendations - The report suggests focusing on companies in the following categories: 1. Large models: iFlytek (002230.SZ), Tuorisi (300229.SZ), Wanxing Technology (300624.SZ) 2. AI+Manufacturing: Dingjie Zhizhi (300378.SZ), Hand Information (300170.SZ), Saiyi Information (300687.SZ), Nengke Technology (603859.SH) [5][17]

Group 1 - The company announced the issuance of convertible bonds named "Dingjie Convertible Bonds" with the bond code 123263 [1] - The total issuance amount is 827.6642 million yuan, with a total of 8,276,642 bonds issued [1] - The bonds will be listed on the Shenzhen Stock Exchange, with the listing date set for December 31, 2025 [1]

证券代码：300378 证券简称：鼎捷数智 公告编码：2025-12163 鼎捷数智股份有限公司 （DIGIWIN CO.,LTD.） （上海市静安区江场路 1377 弄 7 号 20 层） 向不特定对象发行可转换公司债券 上市公告书 保荐人（主承销商） （福州市湖东路268号） 公告日期：二〇二五年十二月 鼎捷数智股份有限公司 上市公告书 第一节 重要声明与提示 鼎捷数智股份有限公司（以下简称"鼎捷数智"、"发行人"、"公司"或"本 公司"）全体董事、高级管理人员保证上市公告书的真实性、准确性、完整性， 承诺上市公告书不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的 法律责任。 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国 证券法》（以下简称"《证券法》"）等有关法律、法规的规定，本公司董事、高级 管理人员已依法履行诚信和勤勉尽责的义务和责任。 中国证券监督管理委员会（以下简称"中国证监会"）、深圳证券交易所（以 下简称"深交所"）、其他政府机关对本公司可转换公司债券上市及有关事项的意 见，均不表明对本公司的任何保证。 本公司提醒广大投资者注意，凡本上市公告书未涉及的有关 ...

兴业证券股份有限公司 关于 鼎捷数智股份有限公司 向不特定对象发行可转换公司债券 之 上市保荐书 保荐机构（主承销商） （福州市湖东路 268 号） 2025 年 12 月 鼎捷数智股份有限公司 上市保荐书 保荐机构及保荐代表人声明 兴业证券股份有限公司（以下简称"兴业证券"、"保荐人"或"保荐机 构"）及其保荐代表人已根据《中华人民共和国公司法》（以下简称《公司法》）、 《中华人民共和国证券法》（以下简称《证券法》）等法律法规和中国证券监督管 理委员会（以下简称"中国证监会"）及深圳证券交易所的有关规定，诚实守信， 勤勉尽责，严格按照依法制定的业务规则和行业自律规范出具上市保荐书，并保 证所出具文件真实、准确、完整。 3-3-1 | | | 鼎捷数智股份有限公司 上市保荐书 释 义 | 除非文意另有所指，下列简称在本发行保荐书中具有如下特定含义： | | --- | | 发行人、公司、鼎捷数智、 | 指 | 鼎捷数智股份有限公司 | | --- | --- | --- | | 上市公司 | | | | 募集说明书 | 指 | 《鼎捷数智股份有限公司向不特定对象发行可转换公司 债券募集说明书》 | | 本次发 ...