| | | | | Al智能体板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 300840 | 酷特智能 | 演 | 16.63 | 45.62亿 | -4.58 | | 2 | 002757 | 南兴股份 | | 10.01 | 52.30亿 | 16.06 | | 3 603123 | | 翠微股份 1 | | 9.98 | 141亿 | 119.01 | | ব | 301330 | 滴基科技 * | | 7.76 | 75.15亿 | 44.83 | | 5 | 603171 | 税友股份 | | 5.50 | 218亿 | 77.11 | | 6 | 002657 | 中科金财 | 海 | 5.15 | 101亿 | 62.77 | | 7 | 300058 | 蓝色光标 | 中 | 4.68 | 337亿 | 41.76 | | 8 | 300170 | 汉得信息 1 | | 3.57 | 181亿 | 43.14 | | 9 | 3006 ...

早盘AI智能体概念活跃，酷特智能涨超10%，正和生态、立方控股、南兴股份、蓝色光标、鼎捷数智跟 涨。 ...

Group 1 - The article highlights that 835 companies reported their latest shareholder numbers as of December 20, with 180 companies experiencing a continuous decline in shareholder numbers for more than three periods, indicating a trend of increasing concentration of shares [1][2] - Notable companies with significant declines in shareholder numbers include Yihau New Materials, which has seen a 37.94% decrease over 12 periods, and Zhukebo Design, with a 27.40% decrease over 11 periods [1][2] - The companies with the largest recent declines in shareholder numbers include Hewei Electric, Guoji Precision, and Dalian Heavy Industry, with decreases of 15.15%, 13.33%, and 11.90% respectively [1][2] Group 2 - Among the companies with declining shareholder numbers, 44 have seen their stock prices rise, while 135 have experienced declines, with notable gainers including Shibu Detection, Guoji Precision, and Quanyin High-Tech, which increased by 60.21%, 57.31%, and 29.84% respectively [2] - The sectors with the highest concentration of companies experiencing declining shareholder numbers include basic chemicals, machinery equipment, and pharmaceutical biology, with 24, 20, and 18 companies respectively [2] - In terms of institutional interest, 25 companies with declining shareholder numbers were surveyed by institutions in the past month, with Shengda Resources, Guoji Precision, and Baowu Magnesium receiving the most attention [2]

Core Viewpoint - The continuous decline in the number of shareholders for many companies indicates a trend of increasing concentration of shares, with 772 companies reporting their latest shareholder numbers as of December 20, and 174 companies experiencing a decline for three consecutive periods or more [1]. Group 1: Shareholder Trends - 174 companies have seen their shareholder numbers decrease for three consecutive periods or more, with some like Yihau New Materials experiencing a decline for 12 consecutive periods, resulting in a cumulative decrease of 37.94% [1]. - Other companies with significant declines include Zhuhua Design, which has seen a 27.40% drop over 11 periods, and Kute Intelligent, Dadongnan, and Far East Transmission also showing notable decreases [1]. - The latest data shows that companies like Hewei Electric, Guoji Precision, and Dalian Heavy Industry have experienced declines of 15.15%, 13.33%, and 11.90% in their shareholder numbers, respectively [1]. Group 2: Market Performance - Among the companies with declining shareholder numbers, 47 have seen their stock prices rise, while 127 have experienced declines, with notable increases for Guoji Precision (59.28%), Shibao Detection (58.76%), and Quanyin High-Tech (30.29%) [2]. - 44 companies, representing 25.29%, have outperformed the Shanghai Composite Index during this period, with Guoji Precision, Shibao Detection, and Quanyin High-Tech achieving relative returns of 60.75%, 58.63%, and 31.76%, respectively [2]. - The industries with the highest concentration of companies experiencing declining shareholder numbers include basic chemicals, machinery equipment, and pharmaceutical biology, with 24, 18, and 16 companies, respectively [2]. Group 3: Institutional Interest - In the past month, 26 companies with declining shareholder numbers have been subject to institutional research, with Guoji Precision, Shengda Resources, and Baowu Magnesium receiving the most attention, being researched 6, 5, and 3 times, respectively [2]. - The companies with the highest number of institutional participants in research include Yahua Group, Xingfa Group, and Igor, with 61, 46, and 46 institutions involved [2].

格隆汇12月24日丨酷特智能(300840.SZ)在投资者互动平台表示，公司子公司海南酷特智能投资有限公 司目前尚未开展业务，海南封关对公司也暂无实质性影响。 ...

Core Viewpoint - The continuous decline in the number of shareholders for several companies indicates a trend of increasing concentration of shares, with 118 companies experiencing a decrease for more than three consecutive periods, and some like Yihau New Materials seeing a drop for 12 periods [1] Group 1: Shareholder Trends - A total of 513 companies reported their latest shareholder numbers as of December 20, with 118 companies showing a continuous decline in shareholder numbers for over three periods [1] - Yihau New Materials has the lowest shareholder count at 14,402, down 37.94% over 12 periods, while Kute Intelligent has 32,185 shareholders, down 20.89% over 11 periods [1] - Other companies with significant declines include Dalian Heavy Industry and Jinshi Technology, with respective decreases of 11.90% and 13.33% [1] Group 2: Market Performance - Among the companies with declining shareholder numbers, 27 saw their stock prices increase, while 91 experienced declines, with notable gainers including Shibu Testing (up 64.58%), Guoji Precision Engineering (up 45.98%), and Xianglu Tungsten (up 30.68%) [2] - 29 companies outperformed the Shanghai Composite Index, with Shibu Testing, Guoji Precision Engineering, and Xianglu Tungsten achieving relative returns of 65.46%, 48.43%, and 30.96% respectively [2] Group 3: Industry Distribution - The industries with the highest concentration of companies experiencing declining shareholder numbers include basic chemicals (17 companies), machinery and equipment (14 companies), and pharmaceutical biology (12 companies) [2] - The main board has 74 companies with declining shareholder numbers, while the ChiNext board has 44 [2] Group 4: Institutional Interest - In the past month, 17 companies with declining shareholder numbers were investigated by institutions, with Guoji Precision Engineering, Baowu Magnesium, and Shenzhen Huqiang receiving the most attention, with 6, 4, and 2 investigations respectively [2] - The companies with the highest number of institutional participants in their investigations include Yahua Group (61 institutions), Igor (46 institutions), and Sanyuan Biological (32 institutions) [2]

Core Viewpoint - The company has successfully completed the upgrade of its enterprise-level operating system from version 1.0 to 2.0, marking a significant milestone in its collaboration with Huawei in the apparel industry [1] Group 1: Product Development - The upgraded system, known as the Cool Smart 2.0, has been officially developed and released [1] - The core products of the system, including Cool Xiao Zhi, Cool Xiao Jiang, and Cool Xiao Yi, have formed a comprehensive intelligent hub and have been applied to practical scenarios in intelligent enterprises and enterprise clusters [1] Group 2: Industry Collaboration - The company has been actively promoting the upgraded system through various platforms, including the Huawei Developer Conference and discussions with renowned AI experts [1] - Future efforts will focus on continuous iteration around intelligent cluster collaboration and deepening application in industry scenarios [1]

Core Viewpoint - The company has successfully completed and released the upgrade of its enterprise-level operating system from version 1.0 to 2.0, marking a significant milestone in its collaboration with Huawei in the apparel industry [1] Group 1: Product Development - The upgraded system, known as the Cool AI 2.0, is the first AGI achievement in the apparel sector, developed in partnership with Huawei [1] - The core products of the system, including Cool Xiao Zhi, Cool Xiao Jiang, and Cool Xiao Yi, have been integrated into practical scenarios for intelligent enterprises and enterprise clusters [1] - The company plans to continue iterating on the system, focusing on collaborative intelligence and deepening industry applications [1] Group 2: Market Engagement - The company has been actively promoting the upgraded system through various platforms, including the Huawei Developer Conference and discussions with AI experts [1] - Future announcements regarding the company's H-share listing will be made, although there remains significant uncertainty regarding this process [1]

证券日报网讯12月22日，酷特智能（300840）在互动平台回答投资者提问时表示，截至2025年12月19 日，公司股东总户数为32185户。 ...

（文章来源：证券日报） 证券日报网讯 12月19日晚间，酷特智能发布公告称，中德证券作为公司首次公开发行股票并在创业板 上市的保荐机构，原指定缪兴旺先生和刘奥先生担任贵公司持续督导的保荐代表人，持续督导期已于 2023年12月31日届满。由于募集资金尚未使用完毕，保荐机构对于募集资金的使用进行持续督导。现由 于中德证券原保荐代表人缪兴旺先生离职，不能继续担任公司持续督导的保荐代表人。为保证公司持续 督导工作的顺利进行，中德证券现授权谢婷婷女士自2025年12月18日接替缪兴旺先生担任公司持续督导 的保荐代表人，继续履行对公司的持续督导责任。 ...