Group 1 - Tianyang Technology participated in Huawei's All-Connect Conference 2025, showcasing its latest achievements in digital payment and intelligent financial risk management to global financial institutions [1] - The company presented solutions such as CreditX for credit card issuance, Consulo for consumer loans, and supply chain finance, aiming to build a modern digital financial infrastructure for overseas clients [1] - CreditX features scenario-based credit limits, online services without cards, and real-time transaction analysis, setting a new trend in credit card issuance [1] Group 2 - Under the theme of "Revamp the digital era," Tianyang Technology showcased intelligent solutions for market, operational, and credit risks, driven by big data and AI [2] - The Algo market risk management system, developed in collaboration with SS&C, offers differentiated advantages such as multiple risk perspectives and transparent valuation based on risk factors [2] - The company also highlighted its Magic Engine interactive machine learning platform, demonstrating its innovation in AI and machine learning [2]

本报讯 （记者蒙婷婷）9月22日，天阳宏业科技股份有限公司（以下简称"天阳科技（300872）"）官方 微信公众平台发布消息，9月18日至20日，华为全联接大会2025在上海举行。公司受邀参加此次大会并 设立展台，面向全球金融机构客户展示了其在数智支付和信贷、智能化金融风险管理等领域的最新成果 与前沿探索。 大会期间，华为技术有限公司（以下简称"华为"）启动"融海计划·AI睿领行动"，从全域场景创新、全 栈能力聚合、全面资源协同三个方面加速升级，携手伙伴在营销获客、风控决策等更多场景下加速打造 AI创新方案，加速走向全球市场。作为华为ISV（独立软件供应商）认证级伙伴，天阳科技与华为的出 海合作也持续深化、稳步推进。双方携手发布的"融海计划伙伴联合方案"正围绕全球金融行业Payment Modernization（Card And Accounts：卡与账户）领域的关键场景，充分发挥天阳科技在金融科技领域的 专业优势以及华为的技术创新能力，实现技术方案的深度融合与创新。 与此同时，天阳科技亦在加速升级自身AI能力。据其日前公告，9月18日，公司与北京首都在线 （300846）科技股份有限公司（以下简称"首都在 ...

Core Viewpoint - The financial IT sector is experiencing a rise in market capitalization driven by trends in cross-border payments, stablecoins, and artificial intelligence, despite the lack of significant performance improvements in earnings among major companies [1][5]. Market Capitalization and Performance - Ten representative companies in the financial IT sector have shown varying degrees of market capitalization growth, with Runhe Software at approximately 48 billion yuan, significantly higher than its peers [2]. - Among these companies, only five reported positive net profits, and only four achieved profit growth in the first half of 2025 [1][2]. Revenue and Growth Rates - Nantian Information and Shenzhou Information led in revenue, reaching approximately 4.566 billion yuan and 4.405 billion yuan, with year-on-year growth rates of 16.76% and 7.88% respectively [2]. - Other companies reported revenues ranging from 31.1 million yuan to 1.736 billion yuan, with three companies experiencing negative growth: Yuxin Technology (-4.89%), Changliang Technology (-5.75%), and Kelong Software (-38.05%) [2]. Profitability Metrics - Yuxin Technology reported a net profit of 220 million yuan, a year-on-year increase of 35.26%, while the remaining profitable companies had net profits below 100 million yuan [3]. - The highest gross margin was reported by Yuxin Technology at 34.53%, with other companies like Changliang Technology and Kelong Software also exceeding 30% [3]. Research and Development Investment - Anshuo Information had the highest R&D expense ratio at 14.14%, with several other companies exceeding 10% [3]. Return on Equity (ROE) - Among the ten companies, five had a positive ROE, with Yuxin Technology leading at 5.11% [4]. Industry Challenges - The financial IT market is characterized by limited capacity and intense competition, with large financial institutions having self-sufficiency, which reduces demand for products and services from smaller companies [5]. - Long payment cycles and project durations are common issues affecting profitability across the industry [6]. Losses and Financial Strain - Shenzhou Information reported the largest loss at 96 million yuan, attributed to increased overdue receivables and related impairment provisions [7]. - Nantian Information's loss was due to intensified market competition and declining gross margins [7]. AI and International Expansion - Companies are increasingly leveraging AI technology to enhance efficiency and reduce costs, with several firms reporting successful AI product implementations [8]. - International markets are being targeted for growth, with companies like Kelong Software and Changliang Technology expanding their presence in Southeast Asia [9][10].

Group 1 - Huawei's 2025 Global Connectivity Conference was held in Shanghai from September 18 to 20, focusing on "Elevating Industry Intelligence" and outlining Huawei's latest initiatives in its intelligent strategy through a three-dimensional perspective of "Strategic Panorama - Industrial Technology - Ecological Development" [1] - Tianyang Technology (300872), a listed company in the A-share fintech sector, participated in the conference, showcasing its latest achievements in digital payment, credit, and intelligent financial risk management to global financial institutions [1] - Tianyang Technology's business segments include consulting, fintech, digital finance, and financial IT services, primarily focusing on key business areas, processes, and technologies within banks [1] Group 2 - Tianyang Technology, as a Huawei ISV certified partner, is deepening its collaboration with Huawei, particularly through the "Ronghai Plan Partner Joint Program," which targets key scenarios in the global financial industry's Payment Modernization (Card and Accounts) sector [2] - The partnership aims to leverage Tianyang Technology's expertise in fintech and Huawei's technological innovation to achieve deep integration and innovation in technical solutions [2] - The collaboration is expected to accelerate the digital deployment and intelligent transformation of payment clearing and credit risk control systems for local financial institutions in Southeast Asia and the Middle East [2]

Group 1 - Tianyang Technology has signed a share transfer agreement to acquire 25.2076 million shares of Capital Online at a price of 17.6 yuan per share, totaling approximately 444 million yuan, which will give Tianyang a 5.02% stake in Capital Online [1] - Tianyang Technology's business segments include consulting, financial technology, digital finance, and financial IT services, focusing on key areas within the banking sector [1] - Capital Online provides cloud services, communication network services, IDC services, and integrated solutions across various industries, aiming to build stable and efficient cloud-network integrated services for clients in sectors such as finance and education [1] Group 2 - The share transaction is based on Tianyang Technology's positive outlook on Capital Online's AI-driven intelligent computing cloud business development [2] - The collaboration aims to enhance technological and research synergies, share market and customer resources, and strengthen AI capabilities, thereby improving overall corporate strength [2] - Tianyang Technology emphasizes the strong business synergy between itself and Capital Online, leveraging each other's strengths to enhance AI technology applications in financial scenarios [3]

Core Viewpoint - Tianyang Technology (300872.SZ) has announced a strategic investment in Capital Online, acquiring a total of 25.21 million shares, representing 5.02% of Capital Online's total shares, based on a positive outlook for the AI-driven intelligent computing cloud business [1] Group 1: Transaction Details - Tianyang Technology will acquire 24.815 million shares from the controlling shareholder Qu Ning at a price of 17.60 RMB per share, totaling 437 million RMB [1] - Additionally, Tianyang Technology will purchase 390,000 shares from Nanjing Yunzhituo Venture Capital Partnership at the same price, amounting to 6.91 million RMB [1] - Prior to this transaction, Tianyang Technology did not hold any shares in Capital Online [1] Group 2: Ownership Structure - After the completion of the transaction, Tianyang Technology will hold a total of 25.21 million shares in Capital Online, increasing its ownership stake to 5.02% [1] - The transaction does not constitute a related party transaction or a major asset restructuring [1]

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经AI快讯，天阳科技9月18日晚间发布公告称，公司第三届第三十三次董事会临时会议于2025年9月 18日在公司会议室以现场结合通讯的方式召开。会议审议了《关于提请召开公司2025年第二次临时股东 大会的议案》等文件。 每经头条（nbdtoutiao）——"25基点太少，50基点太多"：美联储降息"走钢丝"，"特朗普代言人"投下唯 一反对票 （记者 曾健辉） 每日经济新闻 ...

Core Viewpoint - Tianyang Technology (300872.SZ) has disclosed a draft for its 2025 restricted stock incentive plan, aiming to grant a total of up to 4.34648 million restricted shares to 37 incentive recipients at a price of 12.08 yuan per share [1] Summary by Categories - **Incentive Plan Details** - The company plans to grant restricted stock to a total of 37 individuals [1] - The maximum number of restricted shares to be granted is 4.34648 million [1] - The grant price for the restricted shares is set at 12.08 yuan per share [1] - **Plan Duration** - The incentive plan will be effective from the date of grant until all granted restricted shares are vested or become invalid, with a maximum duration of 36 months [1]

天阳科技（300872）(300872.SZ)披露2025年限制性股票激励计划(草案)，公司拟向激励对象(共计37人) 授予限制性股票数量不超过434.648万股，授予价格为12.08元/股。本激励计划有效期为自限制性股票授 予之日起至激励对象获授的限制性股票全部归属或作废失效之日止，最长不超过36个月。 ...

Core Viewpoint - Tianyang Technology (300872.SZ) is optimistic about the development prospects of AI-driven intelligent computing cloud business of Capital Online and has signed share transfer agreements to acquire shares from major shareholders [1] Group 1: Share Acquisition Details - The company plans to acquire 24.815 million shares from the controlling shareholder Qu Ning, representing 4.94% of Capital Online's total share capital, at a price of 17.60 RMB per share, totaling 437 million RMB [1] - Additionally, the company will acquire 390,000 shares from Nanjing Yunzhi Tuo Venture Capital Partnership, representing 0.08% of Capital Online's total shares, also at a price of 17.60 RMB per share, totaling 6.91 million RMB [1] - After the transaction, the company will hold a total of 25.21 million shares in Capital Online, accounting for 5.02% of the total shares [1] Group 2: Transaction Characteristics - The transaction does not constitute a related party transaction and does not qualify as a major asset restructuring [1]