Group 1 - The Zhipu AI concept index rose by 3.20%, ranking 8th among concept sectors, with 63 stocks increasing in value [1][2] - Notable performers within the Zhipu AI sector included Zhongke Jincai, which hit the daily limit, and other companies like Huaxin Yongdao, Zhengyuan Zhihui, and Qingyun Technology, which saw increases of 19.72%, 11.81%, and 11.50% respectively [1][2][6] Group 2 - The Zhipu AI sector experienced a net inflow of 711 million yuan from main funds, with 37 stocks receiving net inflows, and 9 stocks exceeding 30 million yuan in net inflow [2][3] - Zhongke Jincai led the net inflow with 260 million yuan, followed by Kela Software, Doushen Education, and Yuxin Technology with net inflows of 120 million yuan, 107 million yuan, and 86.6 million yuan respectively [2][3] Group 3 - In terms of net inflow ratios, Zhongke Jincai, Doushen Education, and Desheng Technology had the highest ratios at 12.82%, 12.28%, and 9.97% respectively [3][4] - The trading volume and turnover rates for leading stocks in the Zhipu AI sector were significant, with Zhongke Jincai showing a turnover rate of 24.56% and a price increase of 10.02% [3][4]

投资者关系活动记录表 证券代码：300674 证券简称：宇信科技 北京宇信科技集团股份有限公司 投资者关系活动记录表 编号：2025-015 | 投资者关系活动 | 特定对象调研 分析师会议 媒体采访 | | --- | --- | | 类别 | 业绩说明会新闻发布会 路演活动 | | | 现场参观  其他（券商策略会、电话会议） | | 参与机构名称 | 农银人寿、申万宏源、浩鸿明凯、天榕基金、富瑞金融、中信证券等 | | 时间 | 年 月 日 2025 6 12 日-13 | | 地点及形式 | 线下、线上会议 | | 上市公司接待人 | 董事会秘书 周帆女士 | | | 助理总裁 徐海波先生 | | 员姓名 | 投资者关系经理钟雷先生 | | | 1、从金融科技厂商的角度如何看待稳定币发展空间？ | | | 答：稳定币业务中会存在发行方、运营方和金融服务提供方等角色。 | | | 宇信科技首先定位为金融机构提供接入能力和共同研发创新金融场景解 | | | 决方案，基于自有技术和业务优势支撑业态发展。对于发行方，公司能 | | | 够提供整套技术咨询服务和方案。公司认为官方公布法规和条例后 ...

证券代码：300674 证券简称：宇信科技 公告编号：2025-055 截至本公告披露日，上述股东及其一致行动人所持股份质押情况如下： 1 股东 名称 持股数量 持股 比例 累计质押 股份数量 占其所 持股份 比例 占公司 总股本 比例 已质押股份情况 未质押股份情况 已质押股 份限售和 冻结数量 占已质 押股份 比例 未质押股 份限售和 冻结数量 占未质 押股份 比例 宇琴 鸿泰 173,696,041 24.67% 21,190,000 12.20% 3.01% 0 0.00% 0 0.00% 合计 173,696,041 24.67% 21,190,000 12.20% 3.01% 0 0.00% 0 0.00% 三、其他说明 北京宇信科技集团股份有限公司 关于控股股东部分股份解除质押的公告 本公司及董事会全体成员保证提供的信息真实、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。 北京宇信科技集团股份有限公司（以下简称"公司"）于近日收到控股股东珠海 宇琴鸿泰创业投资集团有限公司（以下简称"宇琴鸿泰"）的通知，获悉其将持有的 部分公司股份办理了解除质押，具体情况如下： | 股东 | 是否为第 ...

证券代码：300674 证券简称：宇信科技 公告编号：2025-054 北京宇信科技集团股份有限公司 关于2023年限制性股票激励计划第二个归属期第一批次 归属结果暨股份上市的公告 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。 重要内容提示： ? 本次归属股票数量：2,880,300 股，占归属前公司总股本 704,057,060 股的 ? 本次归属股票人数：299 人（本激励计划第二个归属期可归属激励对象共 303 人，自愿放弃归属 2 人，暂缓归属 2 人，第一批次实际申请归属为 299 人） 北京宇信科技集团股份有限公司（以下简称"公司"）于 2025 年 4 月 27 日召开了第四届董事会第五次会议和第四届监事会第五次会议，分别审议通过 《关于 2023 年限制性股票激励计划第二个归属期归属条件成就的议案》，近日 公司办理完成了 2023 年限制性股票激励计划第二个归属期第一批次的归属登记 工作，具体情况公告如下： 一、限制性股票激励计划实施情况概要 （一）股权激励计划简述 励对象授予的限制性股票数量不超过 741.3212 万股，约占本激励计划草 ...

北京宇信科技集团股份有限公司 关于2023年限制性股票激励计划第二个归属期第一批次 归属结果暨股份上市的公告 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。 重要内容提示： 北京宇信科技集团股份有限公司（以下简称"公司"）于 2025 年 4 月 27 日召开了第四届董事会第五次会议和第四届监事会第五次会议，分别审议通过 《关于 2023 年限制性股票激励计划第二个归属期归属条件成就的议案》，近日 公司办理完成了 2023 年限制性股票激励计划第二个归属期第一批次的归属登记 工作，具体情况公告如下： 证券代码：300674 证券简称：宇信科技 公告编号：2025-054 一、限制性股票激励计划实施情况概要 （一）股权激励计划简述 1.股权激励方式：第二类限制性股票。 2.授予数量：2023 年限制性股票激励计划（以下简称"本激励计划"）向激 励对象授予的限制性股票数量不超过 741.3212 万股，约占本激励计划草案公告 时公司股本总额 71,067.7844 万股的 1.04%。本激励计划不设置预留。 3.授予价格（调整后）：9.71 元/股。 1 本次归 ...

Group 1 - Ant Group concept declined by 1.27%, ranking among the top declines in the concept sector, with notable declines in companies such as Xiongdi Technology, Cuiwei Co., and Hailian Jinhui [1][2] - Among the 45 stocks in the Ant Group concept, 19 stocks saw price increases, with ST Yilianzhong, Jida Zhengyuan, and Fengzhushou leading the gains at 2.40%, 1.56%, and 1.46% respectively [1][2] Group 2 - The Ant Group concept experienced a net outflow of 1.745 billion yuan in main funds today, with 45 stocks seeing net outflows, and 5 stocks exceeding 100 million yuan in outflows [2] - The stock with the highest net outflow was Tuowei Information, with a net outflow of 272.45 million yuan, followed by Yuxin Technology, Cuiwei Co., and Xiongdi Technology with net outflows of 194.39 million yuan, 167.17 million yuan, and 119.29 million yuan respectively [2][3] Group 3 - The top inflow stocks in the Ant Group concept included China Life, Jida Zhengyuan, and Aerospace Information, with net inflows of 24.45 million yuan, 16.76 million yuan, and 13.35 million yuan respectively [2][4]

Core Viewpoint - The A-share market is experiencing a slight decline, with major indices showing minor drops, indicating a period of adjustment and potential consolidation in the market [1][2]. Market Performance - As of the close, the Shanghai Composite Index stood at 3382.11 points, down 0.06%, the Shenzhen Component Index at 10185.34 points, down 0.18%, and the ChiNext Index at 2038.87 points, down 0.48% [1][2]. - Overall, more than 2900 stocks in the market declined, reflecting a bearish sentiment [2]. Sector Analysis - Key sectors such as new consumption, innovative pharmaceuticals, financial technology, robotics, and Tesla-related stocks experienced pullbacks [4]. - Conversely, local stocks in Hainan saw a midday surge, while sectors related to computing power, AI applications, and servers showed strength [4]. Capital Flow - Main capital inflows were observed in basic chemicals, telecommunications, and non-ferrous metals, while outflows were noted in the automotive, non-bank financials, and textile sectors [6]. - Specific stocks like Baili Electric, Huamai Technology, and Jinlongyu saw net inflows of 9.08 billion, 5.44 billion, and 5.4 billion respectively [7]. - In contrast, stocks such as Sifang Precision, Sanhua Intelligent Control, and Yuxin Technology faced net outflows of 4.41 billion, 4.23 billion, and 2.93 billion respectively [8]. Institutional Insights - Analysts from Shenzhen Dexun Securities believe that the A-share index has been consolidating for nearly nine months, and a breakout is only a matter of time, supported by policy measures [10]. - Guojin Securities suggests that with external news easing and an active tech sector, there is still room for rebound, although individual stock performance may vary [10].

Core Viewpoint - The technology sector is experiencing significant growth, with various ETFs related to AI, financial technology, big data, and electronics leading the market gains, while the A-share market shows strong trading volume and upward trends [1][3]. Group 1: ETF Performance - The first AI ETF on the ChiNext, Huabao (159363), saw a price increase of 3.32%, continuing its upward trend [1][2]. - The financial technology ETF (159851) surged by 2.72%, with a trading volume of 6.54 billion, marking a significant increase of over 50% compared to the previous day [1][2]. - The newly popular information technology application innovation ETF (562030) achieved a record trading volume of 2.38 billion, with a turnover rate exceeding 100% [1][3][5]. Group 2: Market Trends - The A-share market is witnessing a "transformation bull" pattern, with brokers optimistic about the second half of 2025 [2][3]. - The computing power industry chain is experiencing a resurgence, with several stocks reaching new highs, indicating strong market sentiment [1][10]. - The domestic AI computing power scale is projected to reach 1,037.3 EFLOPS by 2025, reflecting a year-on-year growth of 43% [12]. Group 3: Investment Focus - The information technology application innovation sector is gaining traction due to government policies promoting self-sufficiency in technology, particularly in software and hardware [8][9]. - The convergence of stablecoin concepts and financial technology is driving significant interest in related stocks, with Yuxin Technology rising by over 14% [1][3]. - The defense and military industry is also highlighted as a key area for investment, with expectations of recovery and growth in the coming months [15][16].

Market Overview - The Shanghai Composite Index rose by 0.23% on June 5, with 12 out of 28 sectors experiencing gains, led by the communication and electronics sectors, which increased by 2.62% and 2.31% respectively [1] - The computer industry ranked third in terms of daily gains, with a rise of 2.12% [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 337 million yuan, while 11 sectors saw net inflows [1] - The electronics sector had the largest net inflow, totaling 4.841 billion yuan, followed by the computer sector with a net inflow of 3.214 billion yuan [1] - The pharmaceutical and food & beverage sectors faced the highest net outflows, with 4.879 billion yuan and 1.285 billion yuan respectively [1] Computer Industry Performance - The computer industry saw a total of 336 stocks, with 298 stocks rising and 35 stocks declining [2] - The top three stocks with the highest net inflow were: - Dawi Technology: 544.4 million yuan - Tuo Wei Information: 309.4 million yuan - Yuxin Technology: 293 million yuan [2] - The stocks with the highest net outflow included: - Zhongke Jincai: 306.3 million yuan - Tianyang Technology: 131.4 million yuan - Ziguang Co., Ltd.: 73.4 million yuan [3] Top Gainers and Losers in Computer Industry - Top gainers in the computer industry included: - Dawi Technology: +10.01% - Tuo Wei Information: +8.06% - Yuxin Technology: +14.73% [2] - Top losers included: - Zhongke Jincai: +3.79% - Tianyang Technology: -0.33% - Ziguang Co., Ltd.: +2.36% [3]

宇信科技：为境外的金融机构提供稳定币相关服务 智通财经6月4日电，宇信科技(300674.SZ)发布投资者关系活动记录表，金融科技企业参与稳定币的方 式有两种，一是配合金融机构做稳定币的对接、配套服务和应用场景服务；二是积极参与到稳定币的发 行和场景创新中。宇信这两个方式都会采用，融入在宇信的海外业务拓展中，而且布局和行动均早于条 例发布。第一种方式中，宇信科技作为中国金融科技服务领军企业之一，为境外的金融机构提供相关服 务；第二种方式思路是与境外的高校、金融机构等充分合作，优势互补，共同创新。目前已申请并得到 澳门科技基金的支持，开展基于Web3的零售支付系统研究。稳定币的发展离不开应用场景，需要渗透 到经济生活当中，这也是Web3技术一直努力的方向。公司希望基于既有业务与金融机构充分合作，以 合作分润的方式实现植根场景的金融创新。 ...