长春吉大正元信息技术股份有限公司 2025 年半年度报告全文 长春吉大正元信息技术股份有限公司 2025 年半年度报告 （2025-045） 【2025 年 8 月】 1 长春吉大正元信息技术股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、 完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法 律责任。 公司负责人于逢良、主管会计工作负责人胡旸及会计机构负责人(会计主 管人员)张建栋声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 2 | 第一节 重要提示、目录和释义 | 2 | | --- | --- | | 第二节 公司简介和主要财务指标 | 7 | | 第三节 管理层讨论与分析 | 10 | | 第四节 公司治理、环境和社会 | 27 | | 第五节 重要事项 | 31 | | 第六节 股份变动及股东情况 | 37 | | 第七节 债券相关情况 | 42 | | 第八节 财务报告 | 43 | | 第九节 其他报送数据 | 185 | 长春吉大正元信息技 ...

Group 1 - Quantum technology is transitioning from laboratory research to broader market applications, with significant breakthroughs in China, particularly in drug development and security systems [1][2] - Benyuan Quantum Computing Technology Co., in collaboration with the University of Science and Technology of China, has successfully implemented the world's first drug molecular property prediction application based on quantum edge encoding technology [1] - The first quantum security protection system in the tobacco industry has been launched, developed by the Anhui Tobacco Company and GuoDun Quantum Technology Co., which utilizes quantum communication technology for data encryption [1] Group 2 - Companies in the quantum technology industry are actively positioning themselves to capitalize on future technological trends, with Shenzhou Information Group participating in the construction of national quantum communication networks [2] - Changchun Jida Zhengyuan Information Technology Co. plans to develop quantum random number and anti-quantum password capabilities in its products, aiming to enhance digital security [2] - The quantum technology market is projected to grow significantly, with an estimated market size of approximately $1.989 billion in 2024, increasing to $9.758 billion by 2029, reflecting a compound annual growth rate of 37.45% [3]

证券日报网讯吉大正元（003029）8月18日在互动平台回答投资者提问时表示，截至2025年7月31日，公 司合并普通账户和融资融券信用账户股东总户数为36712户。 ...

Group 1 - The A-share market has seen a strong performance in digital currency concept stocks, with notable increases in share prices for several companies [1] - Beixin Source (300352) rose by 11.80%, with a total market capitalization of 9.612 billion and a year-to-date increase of 25.57% [2] - Yinzhijie (300085) increased by 10.02%, with a market cap of 33.1 billion and a year-to-date rise of 22.59% [2] - Hengbao Co., Ltd. (002104) experienced a near 10% increase, with a market cap of 21.1 billion and an impressive year-to-date rise of 342.28% [2] - Tianyu Dike (300047) saw an 8.45% increase, with a market cap of 11.9 billion and a year-to-date increase of 58.43% [2] Group 2 - Other companies such as Ying Shisheng (300377) and Jing Beifang (002987) also reported significant gains of 7.80% and 7.32% respectively, with market caps of 19.6 billion and 21.2 billion [2] - A total of 12 companies in the digital currency sector showed positive growth, with varying degrees of increase, indicating a robust interest in this market segment [1][2] - The overall trend suggests a growing investor confidence in digital currency-related stocks within the A-share market [1]

证券代码：003029 证券简称：吉大正元 公告编号： 2025-042 长春吉大正元信息技术股份有限公司 股东国投高科技投资有限公司保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 国投高科 集中竞价 27.24-36.03 30.74 1,076,000 0.57 注：截至本公告披露日，公司回购专用账户中股份数量为 5,219,800 股，公司总股本为 193,620,227 股，上表计算股份占比时所用总股本基数为剔除公司回购专用账户中股份后的数据即 188,400,427 股，下 同。 （二）股东本次减持前后持股情况 长春吉大正元信息技术股份有限公司（以下简称"公司"）于 2025 年 6 月 东国投高科技投资有限公司（以下简称"国投高科"）计划在自该公告披露之日 起 15 个交易日后的三个月内，以集中竞价交易方式减持公司股份数量合计不超 过 1,076,000 股，不超过剔除回购股份后总股本的 0.57%。 公司于今日收到股东国投高科出具的《股份减持计划实施完成的告知函》， 截至本公告披露日，国投高 ...

复盘天天论 收！ 周四，大A股三大指数全天冲高回落集体收跌，创业板指领跌，沪指3700点得而复失，终结8连阳。两 市全天成交2.28万亿，较上个交易日放量1283亿，内资净卖出900亿，两市个股涨跌中位数为-2.06%。 三大指数今天是加速失败，早盘先来一个新高，之后一波急跌，下午翘尾后又回落。看着上蹿下跳十分 热闹，但指数也没跌多少，技术形态也没砸坏！慢涨急跌——典型的牛市特征。技术层面上，指数是在 做箱体震荡，所以这位置开始回调也是正常，上面的3731点重要关口，不可能一口气两下连城。明天市 场确定走回调，那还是要做避险动作的。因为这波回调技术上估计是会破20线的，这回撤幅度还是挺大 的。 盘面上，市场热点较为杂乱，个股跌多涨少，全市场超4600只个股下跌。从板块来看，脑机接口概念股 震荡走强，创新医疗8天5板。数字货币概念股一度冲高，吉大正元涨停。机器人概念股局部活跃，卧龙 电驱涨停创历史新高。下跌方面，军工股集体调整，天秦装备跌超10%。 最热板块 ...

证券代码：003029 证券简称：吉大正元 公告编号：2025-042 长春吉大正元信息技术股份有限公司 关于股东减持计划实施完成的公告 股东国投高科技投资有限公司保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 长春吉大正元信息技术股份有限公司（以下简称"公司"）于 2025 年 6 月 5 日披露了《关于股东减持股份预披露公告》（公告编号：2025-033），公司股 东国投高科技投资有限公司（以下简称"国投高科"）计划在自该公告披露之日 起 15 个交易日后的三个月内，以集中竞价交易方式减持公司股份数量合计不超 过 1,076,000 股，不超过剔除回购股份后总股本的 0.57%。 公司于今日收到股东国投高科出具的《股份减持计划实施完成的告知函》， 截至本公告披露日，国投高科本次减持计划已实施完成，现将有关实施情况公告 如下： 一、股东减持股份情况 （一）股东减持股份情况 | 股东名称 | 减持方式 | 减持期间 | 减持股份 | 减持价格区 | 减持均价 | 减持股数 | 占剔除回购股份后总 | | ...

Market Overview - The market experienced fluctuations throughout the day, with the ChiNext Index leading the decline, and the Shanghai Composite Index losing the 3700-point mark, ending an 8-day winning streak [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.28 trillion yuan, an increase of 128.3 billion yuan compared to the previous trading day [1] - A total of over 4600 stocks declined, indicating a broad market downturn [1] Sector Performance - The brain-computer interface concept stocks showed strong fluctuations, with Innovative Medical achieving five consecutive daily limits [1] - Digital currency concept stocks surged at one point, with Jida Zhengyuan hitting the daily limit [1] - Robotics concept stocks were partially active, with Wolong Electric Drive reaching a historical high [1] - On the downside, military stocks collectively adjusted, with Tianqin Equipment dropping over 10% [1] - The insurance, brain-computer interface, digital currency, and electric motor sectors saw the largest gains, while military, CPO, copper foil, and lithium mine sectors experienced the largest declines [1] Institutional Activity - Institutional participation increased compared to the previous day, with 29 stocks having a net buy/sell amount exceeding 10 million yuan [2] - There were 12 net purchases and 17 net sales among these stocks, with notable net purchases including Fang Technology at 76.32 million yuan, Innovative Medical at 72.35 million yuan, and Nanmo Biology at 56.59 million yuan [2] - Significant net sales included Cambrian at 251 million yuan, Hongtian Shares at 149 million yuan, and Quzhou Development at 148 million yuan [2]

Market Overview - A-shares experienced a pullback after briefly surpassing 3700 points, with the Shanghai Composite Index closing lower and the ChiNext Index failing to maintain 2500 points [1] - Over 4700 stocks declined, with trading volume reaching 2.31 trillion yuan, marking a new high for the year [1] Sector Performance - Sectors such as sports, insurance, electronic ID, and motor manufacturing saw significant gains, while defense, components, energy metals, and disperse dyes faced notable declines [1] - The computer sector attracted over 7.7 billion yuan in net inflows, while non-bank financials received over 5.4 billion yuan [1] Investment Insights - CICC suggests that the current market sentiment indicates that the rally is not over, likening it to an "enhanced version of 2013" [1] - Recommended sectors for investment include AI/computing power, innovative pharmaceuticals, military industry, and non-ferrous metals, as well as brokerage and insurance sectors benefiting from increased retail investment [1] Electric Motor Manufacturing - The electric motor sector saw a significant rebound, with the index rising over 2% after initially dropping, achieving a five-month high [2] - Companies like Wolong Electric Drive and Kangping Technology experienced notable stock price increases [2] Electronic ID Market - The electronic ID sector index surged over 3%, reaching a historical high, with companies like Hengbao Co. and Guotou Intelligent achieving consecutive trading limits [5][7] - The market for electric motors is projected to exceed 1.5 trillion USD globally by 2025, with China expected to surpass 50 trillion yuan, capturing over 40% of the global market share [5] Future Projections for Electronic ID - Starting July 2025, electronic IDs will be fully promoted nationwide, with over 370 million users expected to activate their IDs by the end of 2024, potentially reaching 800 million by the end of 2025 [7] - The Ministry of Industry and Information Technology predicts that electronic IDs will contribute over 200 billion yuan to the digital economy and create approximately 150,000 new jobs by 2026 [7] - Long-term integration of electronic IDs with digital currency and smart city initiatives is anticipated, enhancing the digital infrastructure [7]

Group 1 - The stock price of Jida Zhengyuan reached 28.95 yuan, an increase of 2.63 yuan, representing a growth of 9.99% compared to the previous trading day [1] - The opening price was 26.32 yuan, with a highest price of 28.95 yuan, and a trading volume of 244,100 hands, resulting in a transaction amount of 685 million yuan [1] - Jida Zhengyuan operates in the software development industry, focusing on information security, including areas such as cryptography, data security, and identity authentication [1] Group 2 - The digital currency sector showed active performance, with Bitcoin prices surpassing 124,000 dollars, setting a new historical high [1] - Reports predict that by 2030, the market size of digital currency in China is expected to exceed 3 trillion yuan [1] - On the same day, Jida Zhengyuan experienced a net inflow of main funds amounting to 186 million yuan, with a cumulative net inflow of 139 million yuan over the past five days [1]