北京总部证券营业部 | 6.40 | 320.00 | 50.00 | -20.24 | 机构专用 | 中信证券股份有限公司 | | --- | --- | --- | --- | --- | --- | | | | | | | 北京总部证券营业部 | | 6.00 | 300.00 | 50.00 | -20.24 | 浙商证券股份有限公司金华 | 中信证券股份有限公司 | | | | | | 分公司 | 北京总部证券营业部 | | 6.00 | 300.00 | 50.00 | -20.24 | 浙商证券股份有限公司青田 | 中信证券股份有限公司 | | | | | | 涌潮街证券营业部 | 北京总部证券营业部 | | 6.00 | 300.00 | 50.00 | -20.24 | 中国银河证券股份有限公司 | 中信证券股份有限公司 | | | | | | 杭州建国北路证券营业部 | 北京总部证券营业部 | | 6.00 | 300.00 | 50.00 | -20.24 | 中国中金财富证券有限公司 | 中信证券股份有限公司 | | | | | | 深圳分公司 | 北京总部证券营业部 | | 6.00 ...

Group 1 - The A-share market is experiencing fluctuations, with a significant rise in the technology sector, particularly in AI agents, AIGC concepts, and brain-computer interface segments [2] - The software development sector is also seeing a rebound, with the ChiNext Software ETF (159256) rising over 3% during trading, and key holdings such as Kunlun Wanwei, Meiri Interactive, Weining Health, and others seeing gains exceeding 10% [2] - The AGI-Next summit initiated by Tsinghua University highlights a shift in large model competition from "Chat" to "Agent" phase, focusing on executing complex tasks in real environments [2] Group 2 - CITIC Securities reports that the development of AI large models is transitioning from "generation" to "agent" capabilities, emphasizing the importance of logical reasoning in user behavior modification and task processes [3] - The report anticipates that the commercialization process will accelerate by 2026, with AI applications in enterprises shifting from cost reduction to revenue generation [3] - Related products include ChiNext Software ETF (159256), ChiNext 200 ETF (159573), and AI ETF (515070) [3]

分红方面，鼎捷数智A股上市后累计派现3.11亿元。近三年，累计派现6558.80万元。 机构持仓方面，截止2025年9月30日，鼎捷数智十大流通股东中，华安中小盘成长混合（040007）位居 第五大流通股东，持股262.65万股，相比上期增加5.07万股。香港中央结算有限公司位居第六大流通股 东，持股247.26万股，为新进股东。中欧互联网混合A（010213）位居第八大流通股东，持股191.15万 股，相比上期减少123.24万股。招商优势企业混合A（217021）、富国新兴产业股票A（001048）、财 通资管数字经济混合发起式A（017483）退出十大流通股东之列。 责任编辑：小浪快报 融券方面，鼎捷数智1月9日融券偿还1.04万股，融券卖出2900.00股，按当日收盘价计算，卖出金额 15.57万元；融券余量5.68万股，融券余额304.90万元，超过近一年90%分位水平，处于高位。 资料显示，鼎捷数智股份有限公司位于上海市静安区江场路1377弄绿地中央广场1号楼22层，成立日期 2001年12月26日，上市日期2014年1月27日，公司主营业务涉及制造业、流通业及小微企业提供数字化 转型、智能制造与 ...

Group 1 - The core point of the article is that Industrial Fulian has reduced its stake in Dingjie Zhizhi by selling 1.7886 million shares, which represents 0.66% of the company's total share capital [1] - Following this transaction, Industrial Fulian and its concerted parties' combined shareholding percentage decreased from 22.35% to 21.69% [1]

| 证券代码：300378 | 证券简称：鼎捷数智 | 公告编码：2026-01001 | | --- | --- | --- | | 债券代码：123263 | 债券简称：鼎捷转债 | | 鼎捷数智股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍的 提示性公告 本公司持股5%以上股东富士康工业互联网股份有限公司保证向 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。 特别提示： 1、本次权益变动系鼎捷数智股份有限公司（以下简称"公司"）持股 5%以 上股东富士康工业互联网股份有限公司（以下简称"工业富联"）按照之前已披 露的股份减持计划实施减持而导致的变动。工业富联本次减持计划拟通过集中竞 价交易方式及大宗交易方式减持公司股份不超过 8,099,445 股（占剔除公司当前 回购专用账户股份后总股本比例不超过 3.00%，若减持期间公司因送股、资本公 积金转增股本、股权激励归属等事项导致剔除回购专用账户股份后的总股本发生 变化，拟减持股份数量将相应进行调整）注。截至 2026 年 1 月 8 日，工业 ...

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the computer industry [1][11]. Core Insights - The report highlights the acceleration of AI development in the manufacturing sector, driven by a recent policy issued by multiple government departments, aiming for significant advancements in AI technology and its applications by 2027 [3][5]. - The policy outlines specific goals, including the application of 3-5 general large models in manufacturing, the creation of 100 high-quality datasets, and the promotion of 500 typical application scenarios [3][5]. - The report emphasizes the transition of industrial AI from isolated applications to comprehensive integration across all manufacturing processes, with significant growth in AI adoption among industrial enterprises [6][7]. Summary by Sections Industry Performance - The computer industry has shown a strong market performance over the past year, with a focus on AI applications in manufacturing [1]. Policy Impact - The recent policy is a detailed implementation of previous guidelines, focusing on computational power, model development, data management, and application scenarios in manufacturing [5][6]. - Specific initiatives include support for advanced training chips, the development of industry-specific models, and the establishment of a chief data officer system in enterprises [5][6]. AI Adoption - The report notes a significant increase in the adoption of large models and intelligent agents in Chinese industrial enterprises, rising from 9.6% in September 2024 to 47.5% in 2025, with expectations for further rapid growth in 2026 [6][7]. Investment Recommendations - The report suggests focusing on companies involved in industrial AI applications, data annotation, and AI computing power, including firms like Zhong控 Technology, Kingdee International, and others [7].

Group 1 - The core viewpoint of the news is that Dingjie Smart has shown a positive stock performance with a 13.54% increase year-to-date and a significant trading volume, indicating investor interest and market activity [1] - As of January 9, Dingjie Smart's stock price reached 51.39 yuan per share, with a total market capitalization of 13.955 billion yuan [1] - The company has a diverse revenue structure, with digital technology services accounting for 47.89%, self-developed smart software products for 28.11%, and integrated software and hardware solutions for 23.99% [1] Group 2 - As of December 31, Dingjie Smart had 54,000 shareholders, an increase of 3.85% from the previous period, while the average circulating shares per person decreased by 3.70% to 4,991 shares [2] - For the period from January to September 2025, Dingjie Smart reported a revenue of 1.614 billion yuan, reflecting a year-on-year growth of 2.63%, and a net profit attributable to shareholders of 51.088 million yuan, also up by 2.40% [2] - The company has distributed a total of 311 million yuan in dividends since its A-share listing, with 65.588 million yuan distributed over the past three years [3]

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 ...

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]

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]