（编辑 袁冠琳） 证券日报网讯 宇信科技10月27日在互动平台回答投资者提问时表示，随着金融行业数智化转型的深 入，客户的需求已不再局限于单一的IT产品或业务解决方案。特别是在人工智能和Web3技术快速发展 的背景下，金融客户不仅需要融入技术生态，更需要对接丰富的场景生态与用户生态，接入全面、协同 的生态系统。宇信基于创新运营业务的积累，在过去几年已构建起一套较为完善的生态系统，能够为金 融机构提供提升业务价值的综合解决方案。在Web3领域，公司也将持续积极拓展合作生态圈，与产业 链上下游伙伴共同探索更多合作机会。 ...

Core Viewpoint - Yuxin Technology (300674) has established a comprehensive and multi-layered financial trust service system in the data center field, providing a range of IT infrastructure services to financial clients [1] Group 1: Service Offerings - The company offers IT infrastructure consulting and planning, data center integration design, third-party hardware and software product selection, detailed configuration, supply and installation debugging, IT system transformation and upgrades, technical consulting, and after-sales services [1] - The main hardware and software components include servers, storage, data center equipment, network devices, middleware, and database software [1] Group 2: Cloud Services - As an early pioneer in the industry cloud sector in China, the company has developed strong cloud service capabilities over the years, covering IaaS, PaaS, and SaaS service segments in the trust field [1] - The company has established a professional consulting team skilled in cloud migration consulting, private cloud, and full-stack trust cloud construction and implementation services [1] Group 3: Market Position - Yuxin Technology has positioned itself among the leading domestic financial cloud service providers [1]

Core Viewpoint - The company has established a comprehensive and multi-layered financial innovation service system in the data center sector, providing a range of IT infrastructure services to financial clients [1] Group 1: Data Center Products and Services - The company offers IT infrastructure consulting and planning, data center integrated design, third-party hardware and software product selection, detailed configuration, supply and installation debugging, IT system transformation and upgrades, technical consulting, and after-sales services [1] - The main hardware and software products include servers, storage, data center equipment, network devices, middleware, and database software [1] Group 2: Cloud Services - The company is recognized as an early pioneer in the industry cloud sector in China and has developed strong cloud service capabilities over the years [1] - The company covers the three major service segments of the financial innovation field: IaaS, PaaS, and SaaS [1] - A professional consulting team has been established, skilled in cloud migration consulting and the construction and implementation of private cloud and full-stack financial innovation cloud services [1] Group 3: Market Position - The company has positioned itself among the leading domestic financial cloud service providers [1]

Group 1 - The core point of the article is that Yuxin Technology (300674) reported a total of 76,763 shareholders with credit accounts as of October 10, 2025 [1]

Core Viewpoint - The U.S. government, led by President Trump, announced a 100% tariff on all Chinese goods starting November 1, along with export controls on key software, which will accelerate the domestic software replacement process in China [2][3]. Group 1: U.S. Trade Measures - The U.S. will impose a 100% additional tariff on all Chinese imports and export controls on key software starting November 1 [2]. - The U.S. measures are seen as a strategic move to pressure China ahead of the APEC summit, with potential implications for negotiations [2][3]. Group 2: China's Response and Industry Impact - China's Ministry of Commerce has implemented export controls on various technologies, including chip production equipment and lithium batteries, which are crucial for modern industries [2][3]. - China is expected to dominate the rare earth industry by 2025, holding 49% of global reserves and 69% of production, making it a critical resource for the U.S. [2][3]. Group 3: Domestic Software Development - The export controls on key software will accelerate the domestic replacement process in China, particularly in the fields of EDA, CAD, CAE, MES, and PLM [3][4]. - The shift towards domestic software is seen as essential due to China's heavy reliance on imported industrial software [3][4]. Group 4: Industrial Digital Transformation - The announcement of using WPS format in government documents marks a significant milestone for domestic software, indicating a breakthrough in the software replacement strategy [4]. - "Lighthouse factories," which utilize advanced technologies for efficiency, are expected to be prioritized in national strategic development plans, driving demand for industrial software [4]. Group 5: Investment Opportunities - Companies in the EDA, industrial software, operating systems, databases, network security, and industry IT sectors are highlighted as potential investment opportunities due to the ongoing shift towards domestic solutions [4]. - Specific companies to watch include: - EDA: Huada Jiutian, Guangliwei, Gai Lun Electronics [4] - Industrial Software: Dingjie Zhizhi, Nengke Technology, Suochen Technology, Zhongwang Software, Zhongkong Technology [4] - Operating Systems: China Software, Ruantong Power, Runhe Software, Chengmai Technology [4] - Databases: Dameng Data, Taiji Co. [4] - Network Security: Deepin Technology, Qilin Security, Sanwei Security, Guotou Intelligent, Qimingxing Chen [4] - Industry IT: Keda Xunfei, Hehe Information, Hengsheng Electronics, Kingsoft Office, Foxit Software, Tuolisi, Tax Friend Shares, Caixun Shares, Dingdian Software, Jiuyuan Yinhai, Jiahe Meikang, Guanglian Da, Kingdee International, Yonyou Network, Fanwei Network, Yuxin Technology, Newland [4].

Core Viewpoint - Yuxin Technology's stock price has shown a year-to-date increase of 30.07%, but has experienced a slight decline in recent trading days, indicating potential volatility in the market [2]. Group 1: Stock Performance - As of October 14, Yuxin Technology's stock price rose by 2.08% to 25.06 CNY per share, with a trading volume of 1.41 billion CNY and a turnover rate of 0.81%, resulting in a total market capitalization of 17.644 billion CNY [1]. - Year-to-date, Yuxin Technology's stock has increased by 30.07%, but it has decreased by 0.40% over the last five trading days, 2.91% over the last twenty days, and 17.13% over the last sixty days [2]. Group 2: Financial Performance - For the first half of 2025, Yuxin Technology reported a revenue of 1.415 billion CNY, a year-on-year decrease of 5.01%, while the net profit attributable to shareholders was 220 million CNY, reflecting a year-on-year increase of 35.26% [2]. - Since its A-share listing, Yuxin Technology has distributed a total of 809 million CNY in dividends, with 415 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, the number of shareholders in Yuxin Technology was 77,600, a decrease of 2.24% from the previous period, with an average of 9,060 circulating shares per shareholder, an increase of 2.29% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 6.5521 million shares, a decrease of 2.1813 million shares from the previous period, and Southern CSI 1000 ETF, which is a new entrant holding 5.2084 million shares [3].

北京宇信科技集团股份有限公司 2025年第三次临时股东会决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何 虚假记载、误导性陈述或者重大遗漏。 特别提示： 1、本次股东会未涉及变更以往股东会已通过的决议。 2、本次股东会未出现否决提案的情况。 一、会议召开情况 证券代码：300674 证券简称：宇信科技 公告编号：2025-072 1、召开时间： （1）现场会议召开时间：2025 年 10 月 13 日（星期一）14:00。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为 2025 年 10 月 13 日 9:15—9:25，9:30—11:30 和 13:00—15:00；通过深圳证 券交易所互联网投票系统进行网络投票的具体时间为 2025 年 10 月 13 日 9:15— 15:00 期间的任意时间。 2、现场会议地点：北京市朝阳区建国门外大街 1 号国贸大厦 A 座 2601 室 VIP 会议室。 3、会议召集人：公司董事会。 4、会议召开方式：本次股东会采用现场表决与网络投票相结合的方式。 5、会议主持人：公司董事长洪卫东先生。 6、本次股东会的召集、 ...

北京市朝阳区建国路 77 号华贸中心 3 号写字楼 34 层 邮政编码 100025 电话：(86-10) 5809-1000 传真：(86-10) 5809-1100 关于北京宇信科技集团股份有限公司 2025 年第三次临时股东会的法律意见书 致：北京宇信科技集团股份有限公司 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》以及中国证券监督管理委员会颁布的《上市公司股东会规则》（以 下简称"《股东会规则》"）等相关规定，北京市竞天公诚律师事务所（以下简 称"本所"）指派律师出席了北京宇信科技集团股份有限公司（以下简称"公 司"）2025年第三次临时股东会（以下简称"本次股东会"）。本所就本次股东 会的有关事宜出具本法律意见书。 在本法律意见书中，本所仅根据本法律意见书出具日以前已经发生或存在的 事实和中国现行有效的法律、法规和规范性文件，以及《北京宇信科技集团股份 有限公司章程》（以下简称"《公司章程》"），就本次股东会的有关事项发表 法律意见。 本所在此同意，公司可以将本法律意见书作为本次股东会公告的法定文件， 随其他公告文件一并提交深圳证券交易所予以审核公告。 本所律师 ...

Investment Rating - The report maintains a positive outlook for the computer industry, expecting a continued "scissor difference" in Q3 2025, indicating structural growth despite varying performance among companies [3][4][11]. Core Insights - The report predicts that 22% of the tracked companies will see net profit growth exceeding 50%, with notable performers including 深信服 (1528%), 卡莱特 (998%), and 新国都 (235%) [4][5]. - The report highlights a trend of cost reduction through layoffs and non-essential cost cuts, leading to improved efficiency and profitability across the industry [3][4]. - The report identifies key investment targets in various segments, including AIGC, digital economy leaders, and data innovation [3][4]. Summary by Sections Q3 2025 Performance Forecast - Among 54 tracked companies, 11 are expected to exceed 50% profit growth, while 9 will see growth between 30%-50% [4][5]. - 36% of companies are projected to have growth between 0%-30%, and 22% are expected to experience a decline [5][6]. Key Company Performances - 深信服 is projected to achieve a staggering 1528% profit growth, while 卡莱特 is expected to see 998% growth [4][5]. - Companies like 海康威视 and 金山办公 are expected to maintain stable growth rates of around 9% and 15%, respectively [8][10]. - 联想集团 is forecasted to face a significant decline of 99% in profit, indicating challenges in its operational strategy [6][10]. Investment Targets - The report categorizes investment targets into four segments: AIGC, digital economy leaders, data innovation, and AIGC computing power [3][4]. - Notable companies in the AIGC segment include 金山办公 and 道通科技, while 海光信息 and 软通动力 are highlighted in the data innovation category [3][4].

Core Insights - Yuxin Technology's stock price decreased by 2.01% on October 10, closing at 24.87 CNY per share, with a total market capitalization of 17.51 billion CNY [1] - The company has seen a year-to-date stock price increase of 29.09%, but has experienced a decline of 1.11% over the last five trading days and 13.31% over the last 60 days [1] Financial Performance - For the first half of 2025, Yuxin Technology reported a revenue of 1.415 billion CNY, a year-on-year decrease of 5.01%, while the net profit attributable to shareholders increased by 35.26% to 220 million CNY [2] - Cumulative cash dividends since the company's A-share listing amount to 809 million CNY, with 415 million CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders decreased to 77,600, with an average of 9,060 circulating shares per person, an increase of 2.29% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with notable changes in holdings [3]