近日，拉卡拉发布2025年度业绩预告，预计2025年归属上市公司股东的净利润为10.6亿元—12亿元，同比大增202%—242%；扣除非经常损益后的净利 润为3亿元—4.1亿元，同比下降46%—26%。 | 项 팀 | 本报告期 | ┣ 年 | | --- | --- | --- | | 归属于上市 公司股东的 | 盈利:106,000 万元-120,000 万元 | 盈利:35. | | 净利润 | 比上年同期增长:202%-242% | | | 扣除非经常 性损益后的 | 盈利: 30,000 万元 - 41,000 万元 | 盈利:55. | | 净利润 | 比上年同期下降:46% - 26% | | 拉卡拉表示，公司 2025 年归属于上市公司股东的净利润同比增长202%—242%,主要系非经常性损益大幅增加所致，非经常性损益对净利润的影响金额 预计约为8.14亿元。 从业绩预报看，非经常性损益大幅增加所致主要来自拉卡拉持有的上市公司股票资产公允价值变动增加，以及出售部分持有的上市公司股票实现投资收 益大幅增加。而剔除非经常性损益影响后，拉卡拉净利润较去年同期下降46%—26%，主要受银行卡支付交易规 ...

Group 1 - The core point of the article highlights that on January 14, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 504.74 billion yuan, with the ChiNext board seeing a net outflow of 210.18 billion yuan and the CSI 300 index stocks a net outflow of 154.4 billion yuan [1] - Among the 17 primary industries, the computer industry had the highest increase, rising by 3.42%, while the banking and real estate sectors saw declines exceeding 1% [1] - Ten industries experienced net inflows of main funds, with the computer industry leading at a net inflow of 46.7 billion yuan, followed by non-bank financials and telecommunications with inflows exceeding 11 billion yuan each [1] Group 2 - In individual stock performance, the automotive parts company Shanzi Gaoke had the highest net inflow of main funds at 21.18 billion yuan, with a trading volume of 128.48 billion yuan and a turnover rate of 24.14% [2] - PCB concept stock Hu Dian shares saw a net inflow of 13.28 billion yuan, ranking second, while AI financial stock Lakala had a net inflow of 12.91 billion yuan [2] - The article also notes that over 250 stocks had net outflows exceeding 1 billion yuan, with 10 stocks seeing outflows over 10 billion yuan [3] Group 3 - The article mentions that leading sectors for net outflows included robotics, electricity, and wind power, with each seeing outflows exceeding 21 billion yuan [4] - Hai Ge Communication experienced a net outflow of 14.3 billion yuan, with the company announcing expected losses for the 2025 fiscal year [4] - The tail-end trading session saw a net outflow of 54.14 billion yuan, with the CSI 300 index stocks experiencing a net outflow of 49.52 billion yuan [5]

Volatility - Today, 43 stocks in the A-share market experienced a fluctuation of over 20% [1] - Stocks such as Shifeng Precision, Meideng Technology, and Landi Information had the highest volatility [1] Turnover Rate - A total of 77 stocks in the A-share market had a turnover rate exceeding 30% today [1] - Leading stocks in turnover rate included Tianlong Group, Kuntai Co., and Huaren Health [1] Main Capital Flow - Main capital today saw a net inflow into sectors such as computer, non-bank financials, and telecommunications, while experiencing a net outflow from power equipment, electronics, and defense industries [1] - Stocks with the highest net inflow of main capital included Shanzi Gaoke (2.118 billion), Hudian Co. (1.328 billion), Lakala (1.291 billion), Huasheng Tiancai (0.928 billion), and Torse (0.840 billion) [1] - Stocks with the highest net outflow of main capital included Sanhua Intelligent Control (2.607 billion), TBEA (2.509 billion), Goldwind Technology (2.165 billion), Haige Communication (1.430 billion), and Changying Precision (1.339 billion) [1]

Market Overview - On January 14, the Shanghai and Shenzhen stock indices showed mixed results, with the Shanghai Composite Index closing at 4126.09 points, down 0.31%, and the Shenzhen Component Index closing at 14248.60 points, up 0.56% [1] - The total trading volume in both markets reached a historical high of 39,414.43 billion yuan, an increase of 2,903.52 billion yuan compared to the previous trading day [1] Sector Performance - The computer, communication, media, electronics, precious metals, oil and petrochemicals, environmental protection, and retail sectors performed well, while banking, insurance, real estate, defense, food and beverage, and transportation sectors lagged [2] - Notable stocks with significant gains included *ST Asia Pacific with 8 consecutive limit-up days, and several others with 4 to 5 consecutive limit-up days [4] Capital Flow - The net outflow of main funds from the Shanghai and Shenzhen markets was 504.74 billion yuan, with the ChiNext board experiencing a net outflow of 210.18 billion yuan [5] - Among the 31 sectors, 10 sectors saw net inflows, with the computer sector leading at 46.7 billion yuan, followed by non-bank financials and communication sectors [5] Individual Stock Movements - A total of 2,218 stocks experienced net inflows, with 142 stocks receiving over 1 billion yuan in net inflows, led by Shanzi Gaoke with 21.18 billion yuan [8] - Conversely, 2,949 stocks faced net outflows, with 255 stocks seeing over 1 billion yuan in net outflows, the highest being Sanhua Intelligent Control with 26.07 billion yuan [11] Institutional Activity - Institutional investors had a net buying of approximately 17.39 billion yuan, with Guangxun Technology receiving the highest net buy of about 5.16 billion yuan [14] - The stocks with the most significant institutional net selling included Yanshan Technology, with a net outflow of approximately 2.23 billion yuan [14]

融资融券数据显示，该股最新（1月13日）两融余额为13.92亿元，其中，融资余额为13.88亿元，融券余 额为416.72万元。近5日融资余额合计减少2330.19万元，降幅为1.65%，融券余额合计减少13.57万元， 降幅3.15%。（数据宝） 拉卡拉1月14日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 27994.74 | 15802.54 | | 买二 | 国泰海通证券股份有限公司上海松江区中山东路证券营 | 21067.44 | 268.40 | | | 业部 | | | | 买三 | 开源证券股份有限公司西安西大街证券营业部 | 11213.26 | 35.75 | | 买四 | 开源证券股份有限公司西安高新成章路证券营业部 | 10679.92 | 9.62 | | 买五 | 机构专用 | 6737.53 | 3625.88 | | 卖一 | 深股通专用 | 27994.74 | 15802.54 | | 卖二 | 华泰证券股份有限公司南京 ...

| 买入金额最大的前5名 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 深股通专用 | | 783次 52.23% | 2 | 27994.74 | 4.47% | | 2 | 国泰海通证券股份有限公司上海松江区中山东路证券营业部 | | 89次 57.30% | A | 21067.44 | 3.36% | | 3 | 开源证券股份有限公司西安西大街证券营业部 | | 754次 51.33% | ▶ | 11213.26 | 1.79% | | 4 | 开源证券股份有限公司西安高新成章路证券营业部 | | 26次 38.46% | | 10679.92 | 1.70% | | 5 | 机构专用 | | 1780 44.72% | ▶ | 6737.53 | 1.08% | | | 卖出金额最大的前5名 | | | | | | | 序号 | 交易营业部名称 | | | | 买入金额(万) | 占总成交比例 | | 1 | 深股通专用 | | 78 ...

| 000783 | 长江证券 | -1.14 | 2.56 | -2532.51 | | --- | --- | --- | --- | --- | | 600816 | 建元信托 | -0.66 | 3.65 | -2522.27 | | 601878 | 浙商证券 | -0.09 | 1.73 | -2179.36 | | 601456 | 国联民生 | 0.20 | 1.26 | -1726.96 | | 600369 | 西南证券 | -0.87 | 1.24 | -1533.12 | | 600109 | 国金证券 | -0.73 | 1.94 | -1453.40 | | 600643 | 爱建集团 | -0.88 | 2.13 | -1412.77 | | 000750 | 国海证券 | -0.46 | 2.93 | -1237.51 | | 601375 | 中原证券 | -1.12 | 2.53 | -1204.40 | | 601555 | 东吴证券 | -0.86 | 1.98 | -1067.34 | | 601162 | 天风证券 | 0.46 | 4.89 | -875.08 | ...

证券之星消息，1月14日多元金融板块较上一交易日上涨1.43%，拉卡拉领涨。当日上证指数报收于 4126.09，下跌0.31%。深证成指报收于14248.6，上涨0.56%。多元金融板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002316 | 亚联发展 | 5.36 | -5.13% | 112.34万 | 6.04亿 | | 000987 | 越秀资本 | 10.22 | -3.58% | 319.84万 | 34.60亿 | | 600901 | 江苏金相 | 6.17 | -1.75% | 40.59万 | 2.52亿 | | 665009 | *ST能猫 | 8.59 | -1.49% | 5.86万 | 5024.64万 | | 000415 | 渤海相信 | 4.02 | -1.47% | 105.13万 | 4.29 乙 | | 000935 | 四川双马 | 27.49 | -1.29% | 13.79万 | 3.84亿 | | 600053 | 九鼎投 ...

近日，城市级文旅项目海心沙INNO嘉年华在广州"城市会客厅"海心沙亚运公园亮相。作为本次活动的 支付与数字化服务支持方，拉卡拉为嘉年华整体消费场景提供整体支付解决方案，并配套青橙云餐饮 SaaS系统，为现场餐饮商户提供扫码点餐、便捷支付、订单管理等服务，推动消费场景高效运转与体验 升级。 相关负责人表示，大型文旅项目往往具有"客流大、周期集中、运营压力高"的特点，对支付稳定性和商 户数字化能力提出更高要求。拉卡拉将支付能力与SaaS工具相结合，形成"即开即用、快速落地"的场景 化解决方案，帮助商户快速建立规范、高效的经营体系，"让高并发场景跑得稳，让临时生意也能算得 清、管得好"，为文旅消费释放提供基础支撑。 这也是拉卡拉将支付能力与SaaS工具、AI技术持续协同应用于促消费场景的又一次实践。近年来，拉 卡拉持续聚焦餐饮、零售、文旅等高频消费领域，通过支付连接交易入口，以SaaS提升经营效率，并推 进"AI First"经营策略，加速AI与业务融合，将智能分析与经营洞察逐步融入商户服务体系，实现更智 能的运营决策、更快的服务交付和更顺畅的商业互动。据悉，截至2025年三季度，拉卡拉餐饮SaaS已服 务超8万家 ...

Core Viewpoint - The financial technology sector in China is experiencing significant growth, driven by the integration of generative AI into core business processes, with predictions indicating that over 80% of banks will adopt this technology by 2026 [1] Group 1: Market Performance - On January 14, major stock indices showed strong performance, with the securities ETF Huaxia (515010) rising by 1.89%, and its holdings such as Hualin Securities hitting the daily limit up [1] - The financial technology ETF Huaxia (516100) surged by 7.23%, with stocks like Lakala reaching a 20% limit up, and several other stocks also experiencing significant gains [1] Group 2: Industry Trends - The domestic financial industry in China is moving beyond the pilot phase, pushing for the large-scale integration of generative AI into core business processes [1] - Regulatory policies promoting "AI+" are facilitating the transition of AI from a supportive tool to a decision-making engine that drives credit and risk control processes [1] Group 3: Investment Opportunities - The financial technology sector is expected to become a focal point for market attention, benefiting directly from increased trading activity and the ongoing digital financial reform [1] - The convergence of trends such as the implementation of GEO new concepts, the scaling of AI financial applications, and the advancement of financial innovation is likely to provide sustained upward momentum for the sector, highlighting its long-term investment value [1]