证券日报网讯 2月11日，吉大正元在互动平台回答投资者提问时表示，除每季度末的公司股东人数在定 期报告中披露外，为了更好地与投资者互动，公司可根据需要提供每月底的股东人数。根据中国证券登 记结算有限责任公司定期下发的股东名册，截至2026年1月30日，公司合并普通账户和融资融券信用账 户股东总户数为32844户。 （文章来源：证券日报） ...

掌阅科技：字节参股，短剧等衍生业务成为公司第一大业务板块 天音控股：与字节共同参股塔读文学 掌阅科技：字节参股，短剧等衍生业务成为公司第一大业务板块 天音控股：与字节共同参股塔读文学 上海电影：与即梦AI战略合作，聚焦经典IP焕新 博纳影业：和即梦AI联合出品并制作了AI生成式科幻短剧《三星堆：未来启示录》 捷成股份：即梦视频数据板块供货商 吉大正元：抖音旗下生态公司成立合资公司，主营微短剧的版权与内容审核 上海电影：与即梦AI战略合作，聚焦经典IP焕新 博纳影业：和即梦AI联合出品并制作了AI生成式科幻短剧《三星堆：未来启示录》 捷成股份：即梦视频数据板块供货商 ...

格隆汇1月29日丨吉大正元(003029.SZ)公布，预计2025年营业收入39,000万元–43,000万元，亏损9,000万 元–11,500万元，扣非亏损9,800万元–12,500万元。公司主要客户所在行业整体市场增长乏力，竞争态势 进一步加剧，新场景有待市场培育。同时，受市场环境变化影响，部分客户预算规模收紧、采购周期延 长，导致公司部分项目签约、实施及交付验收进度未达预期。 ...

Group 1 - The company Jida Zhengyuan expects a net profit loss attributable to shareholders of 90 million to 115 million yuan for 2025, with basic earnings per share loss ranging from 0.46 to 0.59 yuan [1] - In the same period last year, the company reported a net profit loss of approximately 139 million yuan, with basic earnings per share loss of 0.71 yuan [1] - The main reasons for the performance change include intensified industry competition and changes in the market environment, leading to tightened budgets and extended procurement cycles from some clients [1] Group 2 - The company is undergoing a strategic transformation from a traditional password product supplier to a comprehensive security solution provider and digital technology service provider [1] - The company emphasizes ecological collaboration and actively expands core channels, cooperating with upstream and downstream enterprises in the industry chain to provide integrated solutions for security, services, and applications [1] - Measures such as strengthening internal controls, optimizing cost structures, and adjusting certain business structures have been initiated to mitigate the impact on business operations and achieve cost reduction and efficiency improvement [1]

Core Viewpoint - The company anticipates a revenue of 390 to 430 million yuan for the year 2025, with a net loss attributable to shareholders ranging from 90 to 115 million yuan, indicating a narrowing of losses compared to the previous year [1] Financial Performance - Expected revenue for 2025 is between 390 million and 430 million yuan, compared to 406.67 million yuan in the same period last year [1] - The net loss attributable to shareholders is projected to be between 90 million and 115 million yuan, an improvement from a loss of 138.52 million yuan in the previous year [1] - The net profit after deducting non-recurring items is expected to be a loss of 98 million to 125 million yuan, compared to a loss of 143.44 million yuan last year [1] Factors Influencing Performance - The performance fluctuation is primarily due to intensified industry competition and extended procurement cycles from some clients, leading to project progress not meeting expectations [1] - The company has achieved certain results in strategic transformation and cost reduction, contributing to a year-on-year narrowing of losses [1]

长春吉大正元信息技术股份有限公司 2025 年度业绩预告 证券代码：003029 证券简称：吉大正元 公告编号：2026-005 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。 一、本期业绩预计情况 （一） 业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 （二） 业绩预告情况：预计净利润为负值 | 项 目 | | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 营业收入 | 39,000 | 万元–43,000 | 万元 | 40,667 | 万元 | | 归属于上市公司股东的净利润 | 亏损：9,000 | 万元–11,500 | 万元 | 亏损：13,852 | 万元 | | 扣除非经常性损益后的净利润 | 亏损：9,800 | 万元–12,500 | 万元 | 亏损：14,344 | 万元 | | 基本每股收益 | 亏损：0.46 | 元/股–0.59 | 元/股 | 亏损：0.71 | 元/股 | 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财 ...

Group 1 - The core point of the article is that Jida Zhengyuan announced a share reduction plan by its major shareholder, Shanghai Yunxin Venture Capital Co., Ltd. [1] - The reduction plan period has ended, during which the shareholder reduced its holdings by 1,884,000 shares, accounting for 0.9730% of the total share capital [1] - After the reduction, the shareholder's holdings decreased to 18,416,000 shares, representing 9.5114% of the total share capital [1]

吉大正元公告称，持股5%以上股东上海云鑫创业投资有限公司减持计划期限于2026年1月20日届满。其 原计划2025年10月21日至2026年1月20日，以集中竞价和大宗交易方式减持不超565.20万股，即不超总 股本3%。实际于2025年10月30日至2026年1月19日，通过集中竞价减持188.40万股，减持比例 0.9730%，减持均价26.88元/股。减持后，上海云鑫持股1841.60万股，占总股本9.5114%。此次减持未致 公司控制权变更，对经营无重大影响。 ...

证券代码：003029 证券简称：吉大正元 公告编号：2026-004 长春吉大正元信息技术股份有限公司 关于持股 5%以上股东减持计划期限届满暨实施情况的公告 公司持股 5%以上股东上海云鑫创业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 9 月 19 日在巨潮资讯网披露了《关于持股 5%以上股东减持股份预披露公告》（公告 编号：2025-052），持股 5%以上股东上海云鑫创业投资有限公司（以下简称"上 海云鑫"）计划自该公告披露之日起 15 个交易日后的三个月内（即 2025 年 10 月 21 日至 2026 年 1 月 20 日），以集中竞价方式和大宗交易方式减持公司股份 数量合计不超过 5,652,012 股，即不超过公司总股本的 3%。 - 1 - | 上海云鑫 | 集中竞价 | 2025.10.30-2026.1.19 | 首次公开发 行前股份 | 25.72-29.99 | 26.88 | 1,884,0 ...

Core Insights - Quantum technology is prioritized in China's "14th Five-Year Plan," with significant emphasis on its development across various regions, including Shanghai and Anhui [1] - The A-share market has seen a resurgence in the quantum technology sector, with companies like Guandun Quantum and Keda Guokai gaining investor interest due to their strategic positioning in quantum technology [1] - Quantum computing is identified as the most promising area within quantum technology, transitioning from laboratory research to industrial application [1] Investment Trends - Capital is shifting from speculative investments to focused investments in the quantum technology supply chain, recognizing the importance of system capabilities in the competitive landscape [4] - The market potential for quantum computing is a primary driver for investment, with BCG predicting a profit of $850 billion by 2040 across key industries [4] - Investment in quantum technology is rapidly increasing, with a projected growth from $1.3 billion in 2023 to $2 billion in 2024, marking a 50% increase [4] Key Components of Quantum Computing - The "Three Hard and Three Soft" framework outlines six core components essential for the development of quantum computing: quantum chip systems, measurement and control systems, environmental support systems, quantum operating systems, quantum computing cloud platforms, and quantum application software [6][7][8] - Quantum chips are considered the "brain" of quantum computers, with significant investment potential in core materials and manufacturing processes [6] - Measurement and control systems are crucial for the stability of quantum computing, presenting extensive investment opportunities in core components and system integration [7] Ecosystem Development - The environmental support system is vital for the operation of quantum computers, with a focus on scaling production and operational capabilities of key equipment [8] - Quantum operating systems and software are essential for creating a robust ecosystem, with domestic systems like "Benyuan Sinan" being developed to integrate seamlessly with classical computing systems [8] - Investment in quantum cloud platforms is directed towards enhancing hybrid computing capabilities and integrating industry-specific applications [8] Long-term Strategic Value - The competition in quantum computing is fundamentally about the capabilities of the entire supply chain, with a focus on achieving self-sufficiency [9] - The next five years are critical for transitioning quantum computing technology from prototypes to market applications, with entities achieving full supply chain control likely to lead in global competition [9] - Recognizing the long-term value of quantum computing investments aligns with national strategic technology goals, as highlighted by industry leaders [10]