1月6日，指南针涨5.28%，截至发稿，报142.90元/股，成交17.61亿元，换手率2.11%，总市值869.14亿 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，方正富邦基金旗下1只基金重仓指南针。方正富邦中证500ETF（510550）三季度持有股数 995股，占基金净值比例为0.65%，位居第五大重仓股。根据测算，今日浮盈赚取约7134.15元。 方正富邦中证500ETF（510550）成立日期2018年11月30日，最新规模2567.88万。今年以来收益 2.45%，同类排名1957/5488；近一年收益42.09%，同类排名1539/4193；成立以来收益94.04%。 方正富邦中证500ETF（510550）基金经理为于润泽。 截至发稿，于润泽累计任职时间3年296天，现任基金资产总规模19.55亿元，任职期间最佳基金回报 33.47%， 任职期间最差基金回报-30.33%。 资料显示，北京指南针科技发展股份有限公司位 ...

Core Viewpoint - The company, Beijing Guiding Compass Technology Development Co., Ltd., has shown significant growth in revenue and net profit for the year 2025, alongside fluctuations in stock performance and shareholder dynamics [2][3]. Group 1: Stock Performance - On December 31, the stock price of Guiding Compass fell by 2.01% to 132.08 CNY per share, with a trading volume of 1.993 billion CNY and a turnover rate of 2.48%, resulting in a total market capitalization of 80.333 billion CNY [1]. - Year-to-date, the stock price has increased by 99.60%, but it has seen a decline of 0.83% over the last five trading days, a rise of 10.08% over the last 20 days, and a drop of 20.97% over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) three times this year, with the most recent appearance on August 18 [1]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 963 million CNY, representing a year-on-year growth of 61.78%, and a net profit attributable to shareholders of 116 million CNY, reflecting a substantial increase of 205.48% [2]. - Cumulatively, the company has distributed a total of 60.75 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Shareholder Dynamics - As of September 30, 2025, the number of shareholders increased to 144,700, a rise of 55.31%, while the average number of circulating shares per person decreased by 35.61% to 4,136 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the second-largest shareholder with 17.0322 million shares, an increase of 4.3873 million shares from the previous period [3]. - The third-largest shareholder, E Fund's ChiNext ETF, holds 7.7538 million shares, which is a decrease of 1.3024 million shares compared to the previous period [3].

Core Viewpoint - The digital renminbi concept stocks surged on December 29, with the fintech sector rising 1% despite market conditions, driven by the announcement of a new digital renminbi framework set to launch in 2026 [1][3][7]. Market Performance - The fintech sector saw significant gains, with Lakala leading the charge with over a 12% increase, followed by Cuvi Co. hitting the daily limit, and several other stocks rising over 3% [1][4]. - The fintech ETF (159851) experienced a 1.08% increase, with trading volume nearing 500 million yuan, indicating strong market interest [1][4]. Digital Renminbi Developments - A new digital renminbi measurement framework and management system will officially start on January 1, 2026, as part of efforts to expand the cross-border use of the renminbi [3][7]. - The West Land-Sea New Channel is expected to enhance the international logistics network and facilitate the broader use of the renminbi, presenting new opportunities for the digital currency [3][7]. Future Outlook - The fintech sector is poised for growth due to multiple positive factors, including record trading volumes in A-shares and the increasing integration of AI in financial services, which is expected to enhance product value and industry barriers [3][7]. - The current valuation of the CSI Fintech Theme Index is at a near six-month low, suggesting potential for upward movement as market activity remains high and new trends like AI finance and digital renminbi gain traction [3][7]. Investment Recommendations - Investors are encouraged to focus on the fintech ETF (159851) and its associated funds, which cover a wide range of sectors including internet brokerage, financial IT, cross-border payments, and AI applications [4][8]. - The fintech ETF has demonstrated strong liquidity, averaging 800 million yuan in daily trading over the past six months, making it a leading choice among similar ETFs [4][8].

证券代码：300803 证券简称：指南针 公告编号：2025-107 北京指南针科技发展股份有限公司 关于子公司麦高证券有限责任公司非公开发行次级债券 发行结果的公告 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。 北京指南针科技发展股份有限公司（以下简称"公司"）子公司麦高证券有 限责任公司（以下简称"麦高证券"）于近日完成了非公开发行次级债券的发行 工作，具体发行情况如下： 债券名称：麦高证券有限责任公司 2025 年面向专业投资者非公开发行次级 债券 付息方式：按年付息 募集资金用途：本次债券的募集资金将全部用于补充麦高证券流动资金。 二、麦高证券关联方认购情况说明 公司作为麦高证券控股股东，参与认购并获配本次非公开发行次级债券 6000 万元；麦高证券的董事、高级管理人员及其他关联方未参与本次认购。 债券简称：25 麦高 C1 债券代码：281108.SH 发行规模：4.8 亿元 票面利率：5.00% 债券期限：5 年 起息日：2025 年 12 月 26 日 兑付日：2030 年 12 月 26 日 兑付方式：到期一次还本 担保方式：本期债券无担保 ...

Core Viewpoint - The stock of Beijing Guiding Technology Development Co., Ltd. has shown significant growth this year, with a year-to-date increase of 107.76% and a recent uptick in trading activity, despite some fluctuations in the past 60 days [1][2]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 9.63 billion yuan, representing a year-on-year growth of 61.78% [2]. - The net profit attributable to shareholders for the same period was 1.16 billion yuan, marking a substantial increase of 205.48% compared to the previous year [2]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 144,700, up by 55.31% from the previous period [2]. - The average number of circulating shares per shareholder decreased to 4,136 shares, down by 35.61% [2]. Stock Market Activity - The stock price of Guiding Technology reached 137.48 yuan per share, with a trading volume of 7.19 billion yuan and a turnover rate of 0.89% [1]. - The company has appeared on the stock market's "龙虎榜" three times this year, with the latest occurrence on August 18 [1]. Business Overview - Guiding Technology primarily operates in the financial information services sector, which accounts for 97.98% of its revenue, while advertising and leasing contribute 1.99% and 0.02%, respectively [1]. - The company is categorized under the software development industry, specifically in vertical application software [1].

Market Performance - The software development sector increased by 0.77% on December 25, with Guangdao Tui leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Stock Highlights - Guangdao Tui (code: 920680) saw a significant rise of 29.55%, closing at 1.71, with a trading volume of 244,800 shares and a transaction value of 37.48 million yuan [1] - Shengbang Security (code: 688651) increased by 11.67%, closing at 45.82, with a transaction value of 314 million yuan [1] - Zhizhen Technology (code: 003007) rose by 10.01%, closing at 39.01, with a transaction value of 197 million yuan [1] - Sifang Jingchuang (code: 300468) increased by 6.63%, closing at 36.33, with a transaction value of 3.304 billion yuan [1] Capital Flow - The software development sector experienced a net outflow of 153 million yuan from institutional investors and 141 million yuan from retail investors, while retail investors had a net inflow of 294 million yuan [2] - Notable stocks with significant capital flow include Sifang Jingchuang, which had a net inflow of 320 million yuan from institutional investors [3] Individual Stock Performance - Zhizhen Technology had a net inflow of 99.19 million yuan from institutional investors, representing 50.35% of its total capital flow [3] - Jingbeifang experienced a net inflow of 72.57 million yuan from institutional investors, accounting for 10.82% of its total capital flow [3] - Other stocks like Tonghuashun and Zhinanzhen saw net outflows from both institutional and retail investors, indicating mixed investor sentiment [3]

Core Viewpoint - The company, Beijing Guiding Compass Technology Development Co., Ltd., has shown significant growth in stock price and financial performance, indicating strong market interest and operational success. Group 1: Stock Performance - On December 25, the stock price increased by 2.01%, reaching 135.86 CNY per share, with a trading volume of 2.757 billion CNY and a turnover rate of 3.44%, resulting in a total market capitalization of 82.632 billion CNY [1] - Year-to-date, the stock price has risen by 105.31%, with a 5-day increase of 5.07%, a 20-day increase of 12.28%, and a 60-day decrease of 14.51% [1] - The stock has appeared on the "龙虎榜" three times this year, with the most recent occurrence on August 18 [1] Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 963 million CNY, representing a year-on-year growth of 61.78%, and a net profit attributable to shareholders of 116 million CNY, reflecting a year-on-year increase of 205.48% [2] - Cumulative cash dividends since the company's A-share listing amount to 60.75 million CNY, with no dividends distributed in the past three years [3] Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 144,700, up by 55.31%, while the average number of circulating shares per person decreased by 35.61% to 4,136 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 17.0322 million shares, an increase of 4.3873 million shares from the previous period [3] - The third-largest circulating shareholder is E Fund's ChiNext ETF, holding 7.7538 million shares, which decreased by 130,240 shares compared to the previous period [3]

Group 1 - The core viewpoint of the news is the strong performance of the financial technology sector, highlighted by the rise of the China Securities Financial Technology Theme Index and its constituent stocks, driven by supportive government policies for digital currency and cross-border payment initiatives [1][2] Group 2 - As of December 25, 2025, the China Securities Financial Technology Theme Index (930986) increased by 1.04%, with notable gains from stocks such as Lakala (300773) up 5.43%, Sifang Jingchuang (300468) up 5.25%, and Nantian Information (000948) up 3.97% [1] - The People's Bank of China and eight other departments released an opinion on December 24, supporting the construction of the Western Land-Sea New Corridor and promoting the use of central bank digital currencies in cross-border payments with countries like Thailand, Hong Kong, UAE, and Saudi Arabia [1] - The digital renminbi is expected to accelerate penetration across the industrial chain, with significant growth potential in the banking IT and financial technology sectors, as well as in downstream payment ecosystems [2] - The top ten weighted stocks in the China Securities Financial Technology Theme Index account for 53.31% of the index, with companies like Tonghuashun (300033) and Dongfang Caifu (300059) among the leaders [2]

Core Viewpoint - The company has approved a capital increase of 100 million RMB to its wholly-owned subsidiary, Maigao Securities, which will raise the subsidiary's registered capital from 1.4 billion RMB to 1.5 billion RMB [1]. Group 1 - The company's board of directors approved the capital increase at the 12th meeting of the 14th board session held on December 4, 2025 [1]. - The company has completed the capital increase and the necessary business registration procedures, obtaining a new business license from the Shenyang Market Supervision Administration [1]. - The management team has been authorized to decide and handle matters related to the capital increase [1].

Group 1 - The software development sector increased by 1.23% on December 24, with Guangdao Tui leading the gains [1] - The Shanghai Composite Index closed at 3940.95, up 0.53%, while the Shenzhen Component Index closed at 13486.42, up 0.88% [1] - Guangdao Tui's stock price rose by 29.41% to 1.32, with a trading volume of 217,600 shares and a transaction value of approximately 24.94 million yuan [1] Group 2 - The software development sector saw a net inflow of 210 million yuan from institutional investors, while retail investors contributed a net inflow of 554 million yuan [2] - The top gainers included Pinming Technology, which rose by 13.10% to 144.37, and Zhizhen Technology, which increased by 9.99% to 35.46 [1][2] - The overall trading volume for the software development sector was significant, with multiple stocks experiencing notable price changes and trading activities [1][2] Group 3 - Major stocks like Yingshisheng and Duolun Technology also showed positive performance, with increases of 5.74% and 6.09% respectively [1] - The data indicates a mixed sentiment among different investor types, with institutional investors showing a preference for certain stocks while retail investors were more active in others [3] - The overall market dynamics reflect a competitive environment within the software development sector, highlighting potential investment opportunities [2][3]