今日涨跌幅居前的概念板块 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002261 | 拓维信息 | -2.05 | 6.51 | -32143.74 | | 300229 | 拓尔思 | -4.62 | 10.07 | -27833.99 | | 000158 | 常山北明 | -3.15 | 7.14 | -22584.31 | | 301236 | 软通动力 | -1.76 | 3.07 | -12492.08 | | 300663 | 科蓝软件 | -2.54 | 7.85 | -9558.00 | | 300925 | 法本信息 | -2.22 | 5.47 | -7020.97 | | 603108 | 润达医疗 | -2.69 | 3.89 | -6168.89 | | 300840 | 酷特智能 | -2.60 | 11.50 | -5883.89 | | 301171 | 易点天下 | -1.50 | 5.39 | -5425.86 | | 300687 | 赛意信息 | - ...

资金面上看，今日AI PC概念板块获主力资金净流出19.58亿元，其中，30股获主力资金净流出，5股主 力资金净流出超亿元，净流出资金居首的是胜宏科技，今日主力资金净流出6.04亿元，净流出资金居前 的还有领益智造、软通动力、长盈精密等，主力资金分别净流出1.91亿元、1.25亿元、1.25亿元。今日 主力资金净流入居前的概念股有通富微电、豪鹏科技、思泉新材等，主力资金分别净流入4367.42万 元、4042.52万元、3673.26万元。（数据宝） AI PC概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300476 | 胜宏科技 | -3.02 | 6.20 | -60389.72 | | 002600 | 领益智造 | -1.20 | 1.37 | -19072.35 | | 301236 | 软通动力 | -1.76 | 3.07 | -12492.08 | | 300115 | 长盈精密 | -1.88 | 3.82 | -12459.40 | | 001309 | 德 ...

第二届董事会第十九次会议决议公告 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。 软通动力信息技术（集团）股份有限公司（以下简称"公司"）于 2025 年 7 月 15 日发出通知，2025 年 7 月 18 日以现场及通讯表决方式召开了第二届董事会第 十九次会议，会议应到董事 9 名，实到董事 9 名。会议的召集和召开程序符合有 关法律、行政法规、部门规章、规范性文件和公司章程的有关规定。本次会议由 董事长刘天文先生主持，公司监事和高级管理人员列席了本次会议，经过认真审 议，形成如下决议： 一、会议审议通过如下议案 1、审议通过《关于公司向中国进出口银行北京分行申请授信额度的议案》 具体内容详见同日刊登在巨潮资讯网上的《关于申请授信额度暨提供担保的 公告》。 证券代码：301236 证券简称：软通动力 公告编号：2025-059 软通动力信息技术（集团）股份有限公司 具体内容详见同日刊登在巨潮资讯网上的《关于申请授信额度暨提供担保的 公告》。 表决结果：9 票同意、0 票反对、0 票弃权。 4、审议通过《关于公司全资子公司软通动力信息系统服务有限公司与远东 ...

关于申请授信额度暨开展融资租赁并提供担保的公告 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。 软通动力信息技术（集团）股份有限公司（以下简称"公司"）于2025年7月 18日召开第二届董事会第十九次会议，审议通过了公司拟申请授信额度，全资子 公司拟开展融资租赁并由公司提供担保的相关议案。现将有关情况公告如下： 一、申请授信，开展融资租赁并由公司提供担保概述 根据经营发展的需要及融资需求，公司拟申请授信额度，全资子公司拟开展 融资租赁并由公司提供担保，其中： 证券代码：301236 证券简称：软通动力 公告编号：2025-060 软通动力信息技术（集团）股份有限公司 （一）公司申请授信额度事宜 1、《关于公司向中国进出口银行北京分行申请授信额度的议案》 公司拟向中国进出口银行北京分行申请使用不超过人民币 50,000 万元的授 信额度，其中：流动资金类贷款额度 30,000 万元，贸易金融业务额度 20,000 万 元。 公司申请使用上述授信额度期限为自董事会审议通过起 12 个月。流动资金 类贷款业务期限为 12 个月，贸易金融业务期限以具体业务审批为准。申 ...

Market Overview - The net inflow of large orders in the two markets reached 16.628 billion yuan, with 44 stocks seeing net inflows exceeding 200 million yuan, led by Changshan Beiming with a net inflow of 2.333 billion yuan [1] - The Shanghai Composite Index closed up 0.37%, with a total of 2,101 stocks experiencing net inflows and 2,633 stocks seeing net outflows [1] Industry Analysis - Among the 19 industries with net inflows, the computer sector had the highest net inflow of 5.790 billion yuan, with an index increase of 1.33%. The electronics sector followed with a net inflow of 4.318 billion yuan and a rise of 2.18% [1] - The public utilities sector experienced the largest net outflow of 809 million yuan, followed by the banking sector with a net outflow of 741 million yuan [1] Individual Stock Performance - 44 stocks had net inflows exceeding 200 million yuan, with Changshan Beiming leading at 2.333 billion yuan, followed by Jianghuai Automobile at 1.193 billion yuan [2] - Stocks with significant net inflows saw an average increase of 7.58%, outperforming the Shanghai Composite Index, with 43 stocks closing higher, including Man Kun Technology and Jin Modern, which hit the daily limit [2] - The top sectors for net inflows among individual stocks were computer, electronics, and communication, with 10, 9, and 4 stocks respectively [2] Top Net Inflow Stocks - The top stocks by net inflow include: - Changshan Beiming: 2.333 billion yuan, 10.02% increase [2] - Jianghuai Automobile: 1.193 billion yuan, 10.01% increase [2] - Runhe Software: 903 million yuan, 9.68% increase [2] - Construction Industry: 771 million yuan, 10.01% increase [2] - AVIC Shenyang Aircraft: 745 million yuan, 10.00% increase [2] Top Net Outflow Stocks - The stocks with the largest net outflows include: - ST Huatuo: 398 million yuan, -4.77% decrease [4] - Sunshine Power: 329 million yuan, -0.55% decrease [4] - Zhongdian Port: 307 million yuan, -1.21% decrease [4] - Zijin Mining: 267 million yuan, -0.37% decrease [4] - C Huaxin: 240 million yuan, -9.19% decrease [4]

Investment Rating - The report maintains a positive outlook on the computer industry for Q2 2025, indicating an expected improvement in performance [2][4]. Core Insights - The report predicts a gradual recovery in industry profits starting from Q2 2025, with revenue growth rates of 5% and 21% for Q4 2024 and Q1 2025 respectively, and net profit growth rates of -68% and 82% [4][5]. - A total of 55 tracked A-share and Hong Kong-listed computer companies are analyzed, with 13 companies expected to achieve over 50% net profit growth, representing 23.6% of the sample [4][5]. - The report identifies key investment targets across various segments, including AIGC, digital economy leaders, and data innovation [4][5]. Summary by Category Company Performance Predictions - Companies with over 50% net profit growth include: - Jinzheng Co. (4493%) - Zhongke Chuangda (333%) - Zhina Zhen (313%) - Kalait (265%) - Hengsheng Electronics (233%) [4][5][6]. - Companies with 30%-50% net profit growth include: - Dameng Data (48%) - Fanwei Network (39%) - New Point Software (38%) [4][5][6]. - Companies with 0%-30% net profit growth include: - Dongfang Caifu (27%) - Haiguang Information (27%) - Desai Xiwai (27%) [4][5][6]. - Companies with -30% to 0% net profit growth include: - Weining Health (-4%) - Nova Star Cloud (-11%) [4][5][6]. - Companies with less than -30% net profit growth include: - Qiming Star (-30%) - Top Point Software (-36%) [4][5][6]. Key Investment Targets - AIGC Segment: Jinshan Office, Wanxing Technology, Daotong Technology, Hongsoft Technology, and others [4]. - Digital Economy Leaders: Hikvision, Jinshan Office, Hengsheng Electronics, and others [4]. - Data Innovation: Haiguang Information, Ruantong Power, Suocheng Technology, and others [4]. - AIGC Computing Power: Langchao Information, Haiguang Information, and others [4].

| | 代码 7 | 简称 | 收盘价(原始币种) | 权重 | | --- | --- | --- | --- | --- | | 1 | 300308.SZ | 中际旭创 | 149.82 | 12.4085% | | 2 | 300502.SZ | 新易盛 | 130.90 | 11.6006% | | 3 | 300394.SZ | 天孚通信 | 84.99 | 4.1995% | | ব | 301236.SZ | 软通动力 | 53.15 | 3.9140% | | 5 | 300442.SZ | 润泽科技 | 48.38 | 2.9276% | | 6 | 300458.SZ | 全志科技 | 38.27 | 2.8722% | | 7 | 300474.SZ | 景嘉微 | 71.51 | 2.8116% | | 8 | 300454.SZ | 深信服 | 89.83 | 2.7406% | | ə | 300223.SZ | 北京君正 | 66.93 | 2.7002% | | 10 | 300017.SZ | 网宿科技 | 10.31 | 2.6805% | 从投资逻辑来看，中国软科技实力 ...

Market Overview - The Shanghai Composite Index closed at 3546.50 points, above the annual line, with a gain of 1.05% [1] - The total trading volume of A-shares reached 10310.63 billion yuan [1] Stocks Breaking Annual Line - A total of 55 A-shares have broken above the annual line today, with notable stocks including XWANDA, Fuxing Co., and Guolian Minsheng, showing divergence rates of 5.64%, 3.70%, and 3.15% respectively [1] - Stocks with smaller divergence rates that just crossed the annual line include Wangfujing, Tonghe Pharmaceutical, and Sanxia Water Conservancy [1] Top Stocks by Divergence Rate - The top three stocks with the highest divergence rates are: - XWANDA (9.13% increase, 5.12% turnover rate, latest price 21.16 yuan, divergence rate 5.64%) [1] - Fuxing Co. (4.31% increase, 5.52% turnover rate, latest price 2.42 yuan, divergence rate 3.70%) [1] - Guolian Minsheng (6.66% increase, 3.68% turnover rate, latest price 11.21 yuan, divergence rate 3.15%) [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Tuoer Si (3.05% increase, 3.72% turnover rate, latest price 18.56 yuan, divergence rate 2.82%) [1] - ST Huaming (4.83% increase, 10.28% turnover rate, latest price 10.21 yuan, divergence rate 2.73%) [1] - Green Beauty (3.01% increase, 2.26% turnover rate, latest price 6.50 yuan, divergence rate 2.32%) [1]

Core Insights - The AI training and inference integrated machine market in China is projected to reach 16.8 billion yuan in 2024, with expectations to exceed 20 billion yuan by 2025 due to the surge in demand for AI large models, accelerated domestic substitution, and policy support [1][3] - The industry is characterized by a focus on local deployment, particularly in sectors such as government, finance, and healthcare, which is driving the growth of the market [3][16] Industry Definition and Classification - The AI training and inference integrated machine is a specialized computing device or system that integrates AI model training and inference deployment functions, aiming for efficient collaboration from data training to model implementation [1] - It can be classified based on deployment location into cloud-based, edge-based, and hybrid machines, and by vertical specialization into general-purpose and industry-specific types [1] Current Industry Development - Following the release of ChatGPT and the GPT series by OpenAI, there has been a global surge in AI large model development, with a focus on commercializing these models [3] - The market for AI training and inference integrated machines is expected to grow significantly, driven by increased penetration in various sectors [3][16] Industry Value Chain - The upstream of the industry involves components such as CPUs, GPUs, storage devices, and foundational software like operating systems and databases [5] - The midstream focuses on the research, production, and system integration of training and inference integrated machines, while the downstream applications span government, finance, healthcare, manufacturing, energy, and education [5] Competitive Landscape - The industry is currently in its early stages, characterized by a "domestic-led, concentrated head, and accelerated vertical segmentation" competitive landscape [10] - Major players include Alibaba, Inspur, Sugon, iFlytek, Huawei, ZTE, and others, with a focus on enhancing hardware products related to computing power [10][11] Key Companies - **Inspur**: A leading cloud computing and big data service provider in China, with a projected revenue of 114.77 billion yuan in 2024, marking a 74.24% increase from 2023 [12] - **Sugon**: A core information infrastructure leader in China, with a revenue of 13.15 billion yuan in 2024, showing a 4.10% increase in net profit [14] - **iFlytek**: Known for its intelligent voice and AI solutions, it has launched new integrated machines supporting rapid deployment and data security [11] Industry Development Trends - The AI training and inference integrated machine is a key infrastructure for AI industrialization, with increasing demand for localized deployment in sectors like finance, healthcare, and government [16] - The industry is undergoing transformations such as technological integration, localized substitution, and green computing, with future developments expected in high-performance domestic solutions and multi-modal integration [16]

Group 1: Software ETF Performance - The Software ETF has a turnover rate of 1.57% with a transaction volume of 49.91 million yuan, and its average daily transaction volume over the past year is 161 million yuan, ranking first among comparable funds [1] - Over the past two weeks, the Software ETF has seen a scale increase of 1.77 million yuan, achieving significant growth and ranking first in new scale among comparable funds [1] - In the last ten trading days, the Software ETF experienced net inflows on six days, totaling 240 million yuan [1] - The latest margin buying amount for the Software ETF reached 8.39 million yuan, with a margin balance of 112 million yuan [1] - As of July 9, the Software ETF's net value has increased by 55.55% over the past year, ranking 141 out of 2907 in the index equity fund category, placing it in the top 4.85% [1] - The highest monthly return since inception for the Software ETF is 39.35%, with the longest consecutive monthly increase being three months and the longest increase percentage being 69.40% [1] Group 2: Industry Outlook and Key Stocks - Citic Securities suggests focusing on "AI mainline" opportunities, particularly in AI Agents and computing power sectors, including management/office software, medical IT, computing power, servers, and cloud vendors, while also considering structural opportunities in stablecoins, trusted computing, low-altitude economy, and robotics [2] - As of June 30, 2025, the top ten weighted stocks in the CSI Software Service Index include iFlytek, Kingsoft Office, Tonghuashun, Hang Seng Electronics, Runhe Software, 360, Softcom Power, Tuowei Information, Guiding Compass, and China Software, collectively accounting for 60.56% of the index [2] Group 3: Stock Performance - The stock performance of key companies shows slight declines for iFlytek (-0.15%), Kingsoft Office (-0.67%), and Hang Seng Electronics (-0.59%), while Tonghuashun saw a slight increase of 1.07% [4]