Group 1 - The core point of the news is that Shenxinfu's stock price has increased by 5.13% on January 9, reaching 128.63 yuan per share, with a total market capitalization of 54.105 billion yuan and a cumulative increase of 8.13% over six consecutive days [1] - Shenxinfu Technology Co., Ltd. is based in Shenzhen, Guangdong, and was established on December 25, 2000, with its IPO on May 16, 2018. The company's main business involves information security, with revenue composition as follows: 47.68% from network security, 46.36% from cloud computing and IT infrastructure, and 5.96% from basic networking and IoT [1] Group 2 - From the perspective of major fund holdings, Guojin Fund has a significant position in Shenxinfu, with the Guojin Xinyue Economic New Momentum A fund increasing its holdings by 7,000 shares in the third quarter, totaling 29,700 shares, which represents 6.52% of the fund's net value [2] - The Guojin Xinyue Economic New Momentum A fund has generated a floating profit of approximately 186,500 yuan today and a total of 273,200 yuan during the six-day increase [2] - The fund was established on November 18, 2020, with a latest scale of 34.2203 million yuan, and has achieved a year-to-date return of 8.7%, ranking 416 out of 8,827 in its category [2]

Group 1 - The core point of the news is that 深信服 (Sangfor Technologies) has seen a significant increase in its stock price, rising 5.13% to 128.63 CNY per share, with a total market capitalization of 541.05 billion CNY and a cumulative increase of 8.13% over the past six days [1] - The company, founded on December 25, 2000, and listed on May 16, 2018, specializes in information security, with its revenue composition being 47.68% from network security, 46.36% from cloud computing and IT infrastructure, and 5.96% from basic networking and IoT [1] Group 2 - From the perspective of major fund holdings, 德邦基金 (Debon Fund) has one fund heavily invested in 深信服, specifically the Debon Stable Growth Flexible Allocation Mixed A Fund (004260), which holds 299,700 shares, accounting for 5.2% of the fund's net value [2] - The fund has generated a floating profit of approximately 1.88 million CNY today and 2.76 million CNY during the six-day increase [2] - The Debon Stable Growth Flexible Allocation Mixed A Fund was established on March 10, 2017, with a current scale of 44.4476 million CNY and has achieved a year-to-date return of 9.37% [2]

（文章来源：证券日报） 证券日报网讯 1月8日，深信服发布公告称，公司已完成注册资本及市场主体类型的工商变更登记，注 册资本由人民币419970744元变更为人民币420627992元，市场主体类型由"股份有限公司（台港澳与境 内合资，上市）"变更为"其他股份有限公司（上市）"。 ...

| 证券代码：300454 | 证券简称：深信服 | 公告编号：2026-003 | | --- | --- | --- | | 债券代码：123210 | 债券简称：信服转债 | | 深信服科技股份有限公司 关于完成工商变更登记的公告 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。 一、本次变更的基本情况 深信服科技股份有限公司（以下简称"公司"）于 2025 年 9 月 24 日、2025 年 11 月 4 日分别召开公司第三届董事会第三十一次会议、2025 年第一次临时股 东会，审议通过了《关于变更注册资本并修订〈公司章程〉及其附件》的议案； 并于 2025 年 12 月 9 日、2025 年 12 月 26 日分别召开公司第三届董事会第三十 四次会议、2025 年第二次临时股东会，审议通过了《关于变更注册资本、公司 类型并修订〈公司章程〉及其附件的议案》。具体内容详见公司在巨潮资讯网 (www.cninfo.com.cn)上披露的《关于变更注册资本并修订〈公司章程〉及其附件 的公告》（公告编号：2025-062）、《关于变更注册资本、公司类型并修订〈公 ...

Group 1 - The stock of Deepin Technology (深信服) closed at 120.30 yuan, with a slight increase of 0.18% on January 6 [1] - A significant block trade occurred, totaling 165,000 shares and an amount of 19.8495 million yuan, with a premium rate of 0.00% [1] - The buyer was Huatai Securities Co., Ltd., and the seller was Industrial Securities Co., Ltd. [1] Group 2 - Over the past three months, Deepin Technology has recorded a total of 8 block trades, amounting to 120 million yuan [1] - In the last five trading days, the stock has increased by 6.08%, with a net inflow of 21.1733 million yuan from major funds [1]

一、回购股份的进展情况 | 证券代码：300454 | 证券简称：深信服 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：123210 | 债券简称：信服转债 | | 深信服科技股份有限公司 关于回购股份进展情况的公告 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。 深信服科技股份有限公司（以下简称"公司"）于 2025 年 1 月 15 日召开第 三届董事会第二十六次会议，审议通过了《关于回购公司股份方案的议案》，同 意公司使用自有资金以集中竞价交易方式回购公司部分社会公众股份（以下简称 "本次回购"），用于实施员工持股计划或股权激励计划。本次回购的资金总额 不低于人民币 1 亿元且不超过人民币 2 亿元（均含本数），回购价格不超过人民 币 80 元/股（含本数），具体回购股份的数量及占公司总股本的比例以回购期届 满或回购完毕时公司实际回购的股份数量和占公司届时总股本的比例为准。本次 回购实施期限为自公司董事会审议通过本次回购股份方案之日起不超过 12 个月。 具体内容详见公司在指定信息披露媒体巨潮资讯网（www.c ...

| 证券代码：300454 | 证券简称：深信服 | 公告编号：2026-002 | | --- | --- | --- | | 债券代码：123210 | 债券简称：信服转债 | | 深信服科技股份有限公司 关于 2025 年第四季度可转换公司债券 转股情况的公告 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。 重要提示： 1、"信服转债"（债券代码：123210）的转股期限为 2024 年 2 月 2 日至 2029 年 7 月 26 日；"信服转债"最新的转股价格为 110.93 元/股。 2、2025 年第四季度，共有 276 张"信服转债"完成转股（票面金额共计 27,600 元），合计转成 248 股"深信服"股票（股票代码：300454）。 3、截至 2025 年 12 月 31 日，"信服转债"的债券余额为 12,143,612 张，剩 余票面总金额为 1,214,361,200 元。 根据《深圳证券交易所创业板股票上市规则》的有关规定，深信服科技股份 有限公司（以下简称"公司"）现将 2025 年第四季度可转换公司债券转股及公 司总股本变化情 ...

Group 1 - The core point of the news is that Shenxinfu conducted a block trade on January 5, with a transaction volume of 30,000 shares and a transaction amount of 2.7639 million yuan, representing 0.3% of the total transaction amount for the day [1] - The transaction price was 92.13 yuan, which is a discount of 23.28% compared to the market closing price of 120.08 yuan [1] - The buyer and seller of the transaction were both from CITIC JianTou Securities Co., Ltd., specifically from the Shenzhen Baoan and Chuangye Er Road securities branches [2]

Investment Rating - The industry investment rating is maintained as "Recommended" [2] Core Insights - The report highlights a divergence in technology market performance between US and Hong Kong stocks during the holiday period, with AI and commercial aerospace sectors showing frequent information catalysts, suggesting continued focus on core industry players [1][6] - The report emphasizes the importance of AI applications and the acceleration of large model iterations, recommending continued attention to companies like Alibaba, Kingsoft, and others in the AI infrastructure space [6] Summary by Sections Holiday Technology Dynamics - During the New Year holiday, US and Hong Kong stock markets exhibited divergent trends, with technology stocks being the main market drivers. Notably, AI and storage chips led the gains, with Micron Technology rising over 10% to reach a historical high, and significant increases in other tech stocks [9] - The Hong Kong market saw a "New Year rally," with the Hang Seng Index rising 2.76% and the Hang Seng Technology Index increasing by 4% [9] Market Performance Review - In the last week of 2025, the computer sector rose by 1.16%, with the top-performing stocks being Yuyin Co., Digital Certification, and others, while the report also lists the top gainers and losers in the market [24]

Group 1 - The core transaction involved 380,000 shares of Shenxinfu, with a total transaction value of 34.4736 million yuan, accounting for 5.02% of the total trading volume on that day [1] - The transaction price was 90.72 yuan per share, which represents a discount of 21.22% compared to the market closing price of 115.16 yuan [1] - The buyer and seller of the transaction were both from CITIC Construction Investment Securities Co., Ltd., specifically from the Shenzhen Baoan and Chuangye Second Road branches [2]