证券代码：300634 证券简称：彩讯股份 公告编号：2025-080 彩讯科技股份有限公司 关于全资子公司变更经营范围并完成工商变更登记的公告 特此公告。 许可经营项目：食品销售（仅销售预包装食品）、食品互联网销售（仅销 售预包装食品）。（依法须经批准的项目，经相关部门批准后方可开展经营活 动，具体经营项目以相关部门批准文件或许可证件为准） 变更后：一般经营项目：研究、开发计算机软件系统、硬件及配套零部件、 网络产品、多媒体产品、办公自动化设备、仪器仪表、电器及印刷照排设备， 计算机信息系统集成和计算机应用系统的上门安装、技术转让和技术咨询，国 内贸易，经营进出口业务（以上法律、行政法规、国务院决定禁止的项目除外， 限制的项目须取得许可后方可经营）。计算机软硬件及辅助设备零售；日用杂 品销售；日用百货销售；针纺织品销售；家居用品销售；厨具卫具及日用杂品 零售；茶具销售；个人卫生用品销售；助动自行车、代步车及零配件销售；日 用化学产品销售；智能家庭消费设备销售；可穿戴智能设备销售；电池销售； 音响设备销售；皮革制品销售；箱包销售；鞋帽零售；珠宝首饰零售；玩具销 证券代码：300634 证券简称：彩讯股份 公告 ...

每经AI快讯，有投资者在投资者互动平台提问：投资量子方面什么时候可以有收益？ 彩讯股份（300634.SZ）11月14日在投资者互动平台表示，尊敬的投资者，您好！量子科技作为前沿领 域，技术研发与产业化需要较长周期，公司对中科酷原的投资是公司面向未来的前沿战略布局，中科酷 原已推出国内首台原子量子计算机"汉原1号"。公司将持续关注其技术进展与产业化落地情况，具体收 益将根据会计准则确定，相关信息请以公司公告为准。感谢您的关注。 （文章来源：每日经济新闻） ...

格隆汇11月14日丨彩讯股份(300634.SZ)在投资者互动平台表示,中科酷原已推出国内首台原子量子计算 机"汉原1号"。 ...

彩讯股份所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：知识产权、AIAgent（智 能体）、信息安全、数字经济、数据要素等。 截至10月31日，彩讯股份股东户数4.52万，较上期增加0.93%；人均流通股9622股，较上期减少0.93%。 2025年1月-9月，彩讯股份实现营业收入13.41亿元，同比增长10.81%；归母净利润1.96亿元，同比增长 0.61%。 11月12日，彩讯股份盘中下跌2.03%，截至10:31，报25.56元/股，成交1.10亿元，换手率0.98%，总市值 115.33亿元。 资金流向方面，主力资金净流出1698.52万元，特大单买入184.74万元，占比1.68%，卖出1107.33万元， 占比10.08%；大单买入1698.73万元，占比15.47%，卖出2474.65万元，占比22.54%。 彩讯股份今年以来股价涨18.11%，近5个交易日跌4.34%，近20日跌1.16%，近60日跌9.92%。 今年以来彩讯股份已经1次登上龙虎榜，最近一次登上龙虎榜为1月27日。 资料显示，彩讯科技股份有限公司位于广东省深圳市南山区高新南区科苑南路3176号彩讯科创中心 ...

证券日报网讯彩讯股份11月11日在互动平台回答投资者提问时表示，公司2025前三季度实现营业收入 13.41亿元，同比增长10.81%；归母净利润1.96亿元，同比增长0.61%。 （文章来源：证券日报） ...

Investment Rating - The industry investment rating is "Outperform the Market" [21] Core Viewpoints - The report emphasizes that the implementation of the "Implementation Opinions" by the State Council will accelerate the development of China's artificial intelligence industry [3][7] - The Kimi K2 Thinking model, released by the company "月之暗面," ranks third globally in performance, indicating that domestic large models are continuously improving and adapting well to domestic accelerated computing chips [9][17] - The report suggests a strong outlook for the AI industry in China, driven by the competitive landscape of global AI large models and the ongoing iteration of domestic models [17] Summary by Sections Industry News and Commentary - The State Council issued the "Implementation Opinions" on November 7, which includes five parts aimed at fostering the application of new technologies and products in various economic and social scenarios [3][6] - The report notes that the Kimi K2 Thinking model has achieved state-of-the-art performance in several benchmark tests, enhancing its capabilities in complex reasoning and tool usage [9][17] Key Company Announcements - "浪潮信息" announced the progress of its share repurchase, having repurchased 1,551,866 shares at a total cost of approximately 96.99 million yuan [10] - "东华软件" disclosed two investment announcements, including the establishment of an AI research institute and a technology company with a total investment of 35 million yuan [10] - "国能日新" announced a joint venture for energy storage with a registered capital of 40 million yuan [10] Weekly Market Review - The computer industry index fell by 2.54% this week, underperforming the CSI 300 index, which rose by 0.82% [11][14] - The overall P/E ratio for the computer industry is 56.0 times, with 359 A-share component stocks, of which 98 rose, 2 remained flat, and 257 fell [14] Investment Recommendations - The report recommends focusing on AI-related investment opportunities, particularly in AI computing power and algorithms, highlighting companies such as 海光信息, 龙芯中科, and 恒生电子 [17]

Market Performance - The IT services sector increased by 0.75% on November 10, with Junyi Digital leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Top Gainers in IT Services - Junyi Digital (301172) closed at 24.02, up 8.39% with a trading volume of 167,600 shares and a transaction value of 403 million yuan [1] - Qianfang Technology (002373) closed at 11.36, up 6.17% with a trading volume of 741,100 shares and a transaction value of 836 million yuan [1] - Haoyun Technology (300448) closed at 7.71, up 6.05% with a trading volume of 448,500 shares and a transaction value of 338 million yuan [1] Top Losers in IT Services - Guozi Software (920953) closed at 38.48, down 4.11% with a trading volume of 44,900 shares and a transaction value of 174 million yuan [2] - Lupu Information (920748) closed at 54.98, down 3.54% with a trading volume of 32,100 shares and a transaction value of 181 million yuan [2] - Shenzhou Information (000555) closed at 19.05, down 2.56% with a trading volume of 1,393,800 shares and a transaction value of 2.714 billion yuan [2] Capital Flow Analysis - The IT services sector experienced a net outflow of 899.7 million yuan from institutional investors, while retail investors saw a net inflow of 931 million yuan [2][3] - Major stocks like Qianfang Technology and Junyi Digital had significant net inflows from retail investors despite overall sector outflows [3]

（文章来源：证券日报） 证券日报网讯彩讯股份11月10日在互动平台回答投资者提问时表示，公司前三季度总营收是13.41亿 元，同比增长10.81%。更多内容详见公司2025年第三季度报告。 ...

Market Overview - The Shanghai Composite Index closed at 4018.60 points, above the annual line, with a change of 0.53% [1] - The total trading volume of A-shares reached 2,194.371 billion yuan [1] Stocks Breaking Annual Line - A total of 112 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Shede Liquor: 9.90% - Binhai Energy: 8.36% - Pinwo Food: 6.38% [1] Detailed Stock Performance - The following table summarizes the performance of stocks that broke the annual line: - Shede Liquor (600702): Today's change of 10.01%, turnover rate of 7.58%, latest price 65.63 yuan [1] - Binhai Energy (000695): Today's change of 9.96%, turnover rate of 5.02%, latest price 12.47 yuan [1] - Pinwo Food (300892): Today's change of 8.84%, turnover rate of 16.98%, latest price 36.70 yuan [1] - Other notable stocks include: - Haida Co. (300320): 8.77% change, 9.19% turnover, latest price 10.91 yuan [1] - Huachao City A (000069): 9.92% change, 3.74% turnover, latest price 2.66 yuan [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that just crossed the annual line include: - Wanxin Media: Minor deviation rate [1] - Chengdu Bank: Minor deviation rate [1] - China Publishing: Minor deviation rate [1]

Market Overview - As of 10:30 AM today, the Shanghai Composite Index is at 3998.79 points, with a slight increase of 0.03% and total A-share trading volume reaching 1,083.642 billion yuan [1] Stocks Breaking Through Annual Line - A total of 76 A-shares have surpassed their annual line today, with notable stocks showing significant deviation rates including Binhai Energy at 8.36%, Overseas Chinese Town A at 6.04%, and Peking University Pharmaceutical at 5.58% [1] - The stocks with the largest deviation rates are as follows: - Binhai Energy: 9.96% increase, turnover rate of 4.54%, annual line at 11.51 yuan, latest price at 12.47 yuan [1] - Overseas Chinese Town A: 9.92% increase, turnover rate of 3.53%, annual line at 2.51 yuan, latest price at 2.66 yuan [1] - Peking University Pharmaceutical: 10.02% increase, turnover rate of 6.51%, annual line at 6.14 yuan, latest price at 6.48 yuan [1] Additional Stocks with Minor Deviations - Other stocks that have just crossed the annual line with smaller deviation rates include: - Shifeng Culture: 7.28% increase, turnover rate of 9.18%, annual line at 20.09 yuan, latest price at 20.92 yuan [1] - Shede Liquor: 3.72% increase, turnover rate of 2.05%, annual line at 59.70 yuan, latest price at 61.88 yuan [1] - Times Energy: 3.05% increase, turnover rate of 1.39%, annual line at 16.45 yuan, latest price at 16.92 yuan [1]