天眼查商业履历信息显示，深信服科技股份有限公司，成立于2000年，位于深圳市，是一家以从事软件 和信息技术服务业为主的企业。企业注册资本41997.0744万人民币，实缴资本19094.4万人民币。公司法 定代表人为何朝曦。 通过天眼查大数据分析，深信服科技股份有限公司共对外投资了13家企业，参与招投标项目5000次，知 识产权方面有商标信息136条，专利信息2651条，此外企业还拥有行政许可115个。 来源：金融界 金融界消息 截至2025年8月13日收盘，深信服（300454）报收于105.18元，上涨1.92%，换手率2.13%， 成交量5.93万手，成交金额6.23亿元。 资金流向方面，今日主力资金净流入6558.73万元，占比成交额10.53%。其中，超大单净流入3033.62万 元、占成交额4.87%，大单净流入3525.11万元、占成交额5.66%，中单净流出流入1620.39万元、占成交 额2.6%，小单净流出8179.12万元、占成交额13.13%。 深信服最新一期业绩显示，截至2025一季报，公司营业总收入12.62亿元、同比增长21.91%，归属净利 润24962.48万元，同比增长48 ...

Group 1 - A-shares experienced fluctuations and climbed after opening, with the gaming sector showing significant movement, particularly the software ETF Huaxia (159256), whose holding stock Shen Zhou Tai Yue rose over 8% [1] - The State Council's executive meeting approved the "Artificial Intelligence +" action plan, emphasizing the promotion of AI's large-scale and commercial application across various sectors, aiming to integrate AI with manufacturing, education, healthcare, and transportation [1] - Zhonghang Securities' report highlighted that the policy establishes a clear development line for "AI+", combined with breakthroughs in general large model technology, indicating that the AI industry is entering a value release window, with 2025 expected to be the "year of AI application landing" [1] Group 2 - The Huaxia software ETF (159256) tracks the entrepreneurial software index (399264), focusing on 50 quality AI software stocks in the entrepreneurial board, with a high concentration in software development and IT services, accounting for 70% of the industry [2] - Key weighted stocks in the index include well-known software companies such as Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Technology [2]

Core Viewpoint - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of August 4, 2025, highlighting significant players in the industry and their respective valuations in billions of USD [1]. Group 1: Top Companies by Market Capitalization - TSMC leads the ranking with a market capitalization of $121.99 billion [3]. - Tencent Holdings follows in second place with a valuation of $63.46 billion [3]. - Alibaba ranks third with a market cap of $27.92 billion [3]. - Xiaomi Group is fourth with a market capitalization of $18.07 billion [3]. - Pinduoduo holds the fifth position with a valuation of $15.62 billion [3]. Group 2: Additional Notable Companies - Meituan ranks sixth with a market cap of $9.45 billion [4]. - NetEase is seventh with a valuation of $8.06 billion [4]. - SMIC (Semiconductor Manufacturing International Corporation) is eighth with a market cap of $5.24 billion [4]. - Dongfang Fortune ranks ninth with a valuation of $5.11 billion [4]. - JD.com is in tenth place with a market capitalization of $4.46 billion [4]. Group 3: Rankings and Changes - Kuaishou is ranked eleventh with a market cap of $4.16 billion [5]. - Tencent Music holds the twelfth position with a valuation of $3.18 billion [5]. - Baidu is thirteenth with a market cap of $2.96 billion [5]. - Li Auto ranks fourteenth with a valuation of $2.70 billion [5]. - Beike is fifteenth with a market capitalization of $2.17 billion, showing an increase in ranking by 11 spots [5].

Core Insights - The article highlights that Shenxinfu Technology Co., Ltd. has applied for a patent for a method related to path management, which aims to enhance the reliability and performance of storage systems [1] Company Overview - Shenxinfu Technology Co., Ltd. was established in 2000 and is located in Shenzhen, primarily engaged in software and information technology services [1] - The company has a registered capital of 4,199.70744 million RMB [1] - Shenxinfu has invested in 13 companies and participated in 5,000 bidding projects [1] - The company holds 136 trademark registrations and 2,649 patent registrations, along with 115 administrative licenses [1] Patent Details - The patent, titled "A Path Management Method, Device, Medium, and Program Product," was published under the number CN120416103A and was applied for on June 2025 [1] - The method involves identifying abnormal paths based on delay data and thresholds, and applying isolation strategies to mitigate the impact on storage system performance [1]

Group 1 - The core viewpoint of the news is that 深信服 (Shenxinfu) has shown significant financial growth in its latest quarterly report, with a notable increase in revenue and net profit [1] - As of August 1, 2025, the stock price of 深信服 closed at 111.43 yuan, reflecting a 3.18% increase with a trading volume of 136,400 lots and a transaction amount of 1.508 billion yuan [1] - The company experienced a net inflow of main funds amounting to 75.48 million yuan, which constitutes 5.0% of the total transaction amount, indicating strong investor interest [1] Group 2 - For the first quarter of 2025, 深信服 reported total operating revenue of 1.262 billion yuan, representing a year-on-year growth of 21.91% [1] - The net profit attributable to shareholders was 249.62 million yuan, showing a year-on-year increase of 48.93%, while the non-recurring net profit was 261.44 million yuan, up 48.75% year-on-year [1] - The company's liquidity ratios are strong, with a current ratio of 2.077 and a quick ratio of 1.988, alongside a debt-to-asset ratio of 34.24% [1] Group 3 - 深信服 was established in 2000 and is primarily engaged in software and information technology services, with a registered capital of 4.1997 billion yuan [2] - The company has made investments in 13 enterprises and has participated in 5,000 bidding projects, showcasing its active role in the industry [2] - 深信服 holds 136 trademarks and 2,649 patents, along with 115 administrative licenses, indicating a strong intellectual property portfolio [2]

Group 1 - The company announced a share buyback program, with a total of 364,900 shares repurchased as of July 31, 2025 [2] - The repurchased shares represent 0.09% of the company's current total share capital [2]

格隆汇8月1日丨深信服(300454.SZ)公布，截至2025年7月31日，公司通过股份回购专用证券账户以集中 竞价交易方式累计回购公司股份36.49万股，累计回购的股份数量占公司当前总股本的0.09%，最高成交 价为55.00元/股，最低成交价为54.22元/股，成交总金额为人民币1993.8676万元(不含交易费用)。 ...

| 证券代码：300454 | 证券简称：深信服 | 公告编号：2025-050 | | --- | --- | --- | | 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.cninfo.com.cn ...

Core Insights - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of August 1, 2025, highlighting significant shifts in rankings and valuations [1]. Group 1: Market Capitalization Rankings - TSMC leads the list with a market capitalization of $125.32 billion [3]. - Tencent Holdings ranks second with a market capitalization of $64.22 billion [3]. - Alibaba has moved up to the third position with a market capitalization of $28.77 billion, showing a notable increase from its previous rank of 12 [3]. Group 2: Notable Companies and Changes - Xiaomi Group is ranked fourth with a market capitalization of $17.57 billion [3]. - Pinduoduo follows closely in fifth place with a market capitalization of $16.11 billion [3]. - Meituan and NetEase are ranked sixth and seventh, with market capitalizations of $9.46 billion and $8.25 billion, respectively [3][4]. Group 3: Additional Rankings - Semiconductor Manufacturing International Corporation (SMIC) is in eighth place with a market capitalization of $5.23 billion [4]. - JD.com is ranked tenth with a market capitalization of $4.54 billion [4]. - Kuaishou and Tencent Music are ranked 11th and 12th, with market capitalizations of $4.17 billion and $3.25 billion, respectively [4]. Group 4: Lower Rankings - Companies ranked from 25 to 50 include Kingdee International at $0.83 billion and Yuyuan at $0.40 billion, indicating a diverse range of valuations among the lower-ranked firms [5][6].

截至2025年8月1日 09:51，中证软件服务指数上涨0.29%，成分股深信服上涨5.32%，卫宁健康上涨3.31%，中国软件上涨1.90%，东华软件上涨1.73%，同花 顺上涨1.55%。软件ETF(159852)上涨0.35%。 流动性方面，软件ETF盘中换手2.51%，成交1.29亿元。拉长时间看，截至7月31日，软件ETF近1周日均成交4.07亿元，排名可比基金第一。 规模方面，软件ETF近1周规模增长1618.51万元，实现显著增长，新增规模位居可比基金第一。资金流入方面，拉长时间看，软件ETF近5个交易日内有4日 资金净流入，合计"吸金"1.48亿元。 截至7月31日，软件ETF近3年净值上涨8.43%。从收益能力看，截至2025年7月31日，软件ETF自成立以来，最高单月回报为39.35%，最长连涨月数为3个 月，最长连涨涨幅为69.40%，上涨月份平均收益率为9.75%。 7月31日国务院常务会议召开，会议审议通过《关于深入实施"人工智能+"行动的意见》。会议指出，要深入实施"人工智能+"行动，大力推进人工智能规模 化商业化应用，充分发挥我国产业体系完备、市场规模大、应用场景丰富等优势，推动 ...