Core Viewpoint - The recent stock price surge of Jida Zhengyuan (003029) is attributed to the active performance of the "Ant Concept" and "Quantum Technology" sectors, despite the company still facing significant losses in its financial results [3][4]. Company Performance - Jida Zhengyuan's revenue for 2024 was 40.67 million yuan, a year-on-year decrease of 0.32%, with a net profit attributable to shareholders of -13.85 million yuan, indicating continued losses but a reduction in losses by 11.86% compared to the previous year [4]. - The primary source of revenue for Jida Zhengyuan is network security products, generating 21.23 million yuan in 2024, down 5.89% year-on-year, while network security services brought in 13.72 million yuan, a decrease of 4.32% [4]. - In Q1 2025, Jida Zhengyuan's revenue plummeted by 51.89% to 6.08 million yuan, with a net profit of -3.07 million yuan, marking an 88.42% increase in losses compared to the same period last year [5]. Industry Context - The software development sector, including network security, has shown volatility, with several companies experiencing significant stock price fluctuations. Jida Zhengyuan's stock rose sharply, reaching a peak of 27.54 yuan per share, a 33.11% increase from the closing price of 20.69 yuan on June 11 [3]. - The company operates in the network security industry, providing comprehensive "security native" solutions and products across various critical sectors, including finance, public security, and military [3][4]. - Jida Zhengyuan has established a robust product system covering multiple areas such as password security and data safety, supported by research institutions and collaborations with universities [3].
“二连板”吉大正元冲高回落,软件开发板块金橙子、华信永道、兆日科技股价异动