证券代码：300468 证券简称：四方精创 公告编号：2025-028 深圳四方精创资讯股份有限公司 | 国信证券（香港）资产管 | 1,660,400股 | 0.31% | | --- | --- | --- | | 理有限公司－益群集团 | | | | 专户-人民币汇入 | | | 关于控股股东减持股份预披露公告 控股股东益群集团控股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。 特别提示： 持有本公司股份118,998,403股（占本公司总股本比例22.43%）的控股股东益群 集团控股有限公司（以下简称"益群控股"）和持有本公司股份1,660,400股（占本公 司总股本比例0.31%）的"国信证券（香港）资产管理有限公司－益群集团专户-人 民币汇入"为一致行动人，计划通过集中竞价交易方式和大宗交易方式减持本公司 股份数量合计不超过11,939,500股（占本公司总股本比例2.25%）。其中以集中竞价 方式减持的，计划在本公告披露之日起15个交易日后的3个月内进行，且任意连续 90日内减持股份总 ...

从资金流向上来看，当日软件开发板块主力资金净流出3.26亿元，游资资金净流出5.02亿元，散户资金净 流入8.28亿元。软件开发板块个股资金流向见下表： 证券之星消息，8月12日软件开发板块较上一交易日上涨0.44%，*ST广道领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 839680 | *ST广道 | 9.50 | 10.21% | 15.72万 | | 1.47亿 | | 002298 | 中电鑫龙 | 8.56 | 10.03% | 96.40万 | | 8.11亿 | | 300766 | 每日互动 | 40.88 | 8.49% | 0 99.98万 | | 40.21亿 | | 002920 | 德赛西威 | 113.91 | 7.44% | 1 26.12万 | | 29.69亿 | | 300468 | 四方精创 | 40.92 ...

Group 1 - The main focus of the article is on the top 20 stocks that have seen significant inflows of capital as of August 12, with specific amounts listed for each stock [1] - The leading stock by capital inflow is Hanwha U, with an inflow of 1.914 billion yuan, followed by China Great Wall at 1.045 billion yuan [1] - Other notable stocks include Xinyi Technology with 710 million yuan, Furi Electronics with 566 million yuan, and Zhongji Xuchuang with 542 million yuan [1] Group 2 - The total capital inflow for the top 20 stocks indicates strong investor interest in these companies, suggesting potential growth opportunities in the market [1] - The data reflects a diverse range of sectors represented among the top inflows, indicating a broad interest from investors across different industries [1] - The amounts listed highlight the varying levels of investor confidence in these companies, with some stocks attracting significantly higher inflows than others [1]

Group 1 - The A-share market saw a surge in digital currency concept stocks, with Hengbao Co., Ltd. hitting the daily limit, and Xinyuan Co., Ltd. rising nearly 9% [1] - Other notable gainers included Xiongdi Technology with over 7% increase, and companies like StarNet Ruijie, Cuiwei Co., Ltd., and Sifang Chuangxin all rising over 6% [1] - The overall market performance indicates a positive trend in the digital currency sector, as evidenced by the MACD golden cross signal formation [2] Group 2 - Hengbao Co., Ltd. had a price increase of 10% with a total market capitalization of 15.8 billion [2] - Xinyuan Co., Ltd. increased by 8.91% with a market cap of 56.6 billion, while Xiongdi Technology rose by 7.26% with a market cap of 5.595 billion [2] - Other companies such as StarNet Ruijie and Sifang Chuangxin also showed significant year-to-date gains of 62.22% and 151.78% respectively [2]

Group 1: Financial Technology ETF Performance - The China Securities Financial Technology Theme Index (930986) increased by 0.58% as of August 12, 2025, with notable gains in constituent stocks such as Cuiwei Co., Ltd. (5.71%) and Dongxin Peace (5.18%) [3] - The Financial Technology ETF (516860) rose by 0.41%, with a latest price of 1.46 yuan, and has accumulated a 2.39% increase over the past week [3] - The Financial Technology ETF's trading volume reached 81.18 million yuan, with a turnover rate of 5.05% [3] Group 2: Software Industry Growth - In the first half of 2025, China's software and information technology service industry generated revenues of 705.85 billion yuan, marking an 11.9% year-on-year growth, with total profits reaching 85.81 billion yuan, up 12.0% [4] - Information technology services accounted for 68.5% of the total industry revenue, with a revenue of 483.62 billion yuan, reflecting a 12.9% increase [4] - Cloud computing and big data services generated 74.34 billion yuan, growing by 12.1% [4] Group 3: AI Development Insights - CICC highlighted the dual scale effects of AI development, suggesting that algorithm innovation is necessary to overcome computational limitations in China [5] - The report emphasized the need for a "patient capital" ecosystem to integrate AI with the real economy, leveraging government funding and optimizing regulatory environments [5] - Financial Technology ETF saw a significant growth in scale, increasing by 263 million yuan over the past two weeks, ranking in the top third among comparable funds [5] Group 4: Financial Technology ETF Historical Performance - As of August 11, 2025, the Financial Technology ETF's net value increased by 132.04% over the past year, ranking 3rd out of 2954 index equity funds [6] - The ETF has recorded a maximum monthly return of 55.92% since inception, with an average monthly return of 10.10% [6] - The ETF's Sharpe ratio was 1.70 for the past year, indicating strong risk-adjusted returns [6] Group 5: Fund Characteristics and Tracking Accuracy - The Financial Technology ETF has the lowest management fee rate of 0.50% and a custody fee of 0.10% among comparable funds [7] - The ETF's tracking error over the past two months was 0.027%, the highest tracking precision among comparable funds [8] - The top ten weighted stocks in the index account for 51.26% of the total index, with companies like Dongfang Fortune and Tonghuashun leading the list [8]

Core Viewpoint - The financial technology sector is experiencing significant growth, driven by strong performance in related stocks and supportive government initiatives aimed at fostering innovation and development in the industry [1]. Group 1: Market Performance - As of August 11, the financial technology ETF Huaxia (516100) rose by 2.71%, with key holdings such as Zhongke Jincai and Tonghuashun increasing by over 8% [1]. - Other leading stocks in the sector include Dazhihui, Hengbao, Guiding Compass, Wealth Trend, and Xinghuan Technology, all showing strong performance [1]. Group 2: Government Initiatives - The "AI Empowerment · Financial Technology Innovation Development Salon" was held in the Bund, where Huangpu District's Science and Technology Committee Director Wu Shuchun highlighted efforts to create a "Bund Financial Cluster + Central Innovation Zone" development model [1]. - The district aims to accelerate the establishment of a financial technology cluster through policy optimization, spatial expansion, and enhanced innovation activities [1]. Group 3: ETF Composition - The Huaxia financial technology ETF tracks the CSI Financial Technology Theme Index, which includes sectors such as software development, internet finance, and the digital currency industry [1]. - Major holdings in the index feature industry leaders like Tonghuashun, Dongfang Wealth, Hengsheng Electronics, and Runhe Software, along with stablecoin-related stocks, which constitute 22.59% of the ETF [1].

Group 1: Market Overview - A-shares collectively rose on August 11, with the AI agent sector showing a general rebound, particularly in software and Xinchuang sectors [1] - Software 50 ETF (159590) increased by over 2.2%, while Xinchuang 50 ETF (560850) rose nearly 2% [1] - Significant capital inflow was observed, with over 12 million yuan net inflow into Software 50 ETF and over 21 million yuan into Xinchuang 50 ETF on the previous trading day [1] Group 2: Software Sector Performance - Most constituent stocks of Software 50 ETF saw gains, with notable increases in stocks like Tonghuashun (over 8%), Dazhihui (over 6%), and Guiding Compass (nearly 5%) [3] - Other popular stocks included Dongfang Guoxin (over 5%), Sifang Jingchuang, and Hengsheng Electronics (both over 2%) [3] Group 3: Xinchuang Sector Developments - Yuntian Lifei announced its application for overseas listing (H shares) on the Hong Kong Stock Exchange, marking a step towards dual listing after its debut on the Sci-Tech Innovation Board in 2023 [5] - Yuntian Lifei is recognized as one of the top two providers of NPU-driven AI inference chips and related services in China [5] Group 4: AI Application Insights - OpenAI released GPT-5 on August 7, showcasing industry-leading performance in programming, mathematics, writing, health, and visual perception [6] - The release is expected to accelerate the iteration and upgrade of AI applications, with a recommendation to focus on investment opportunities in the AI application sector [6] - The Chinese market is seeing a growing scale of C-end AI applications, supported by a robust internet infrastructure [6] Group 5: Policy Support for AI - High-level government meetings have positively signaled support for AI policies, emphasizing the need for large-scale commercialization of AI applications [8] - The government aims to enhance the supply of computing power, algorithms, and data, which is expected to foster a thriving domestic AI ecosystem [8] Group 6: Investment Opportunities in Xinchuang - A telecom leader has announced a general server procurement demand for 2025, with a domestic production ratio exceeding 90%, indicating a significant increase from previous levels [10] - The Xinchuang sector is experiencing a recovery in demand, with a positive growth trend in the number and scale of procurement bids [10] - The first half of 2025 is expected to show high growth in database-related companies within the Xinchuang sector, supported by fiscal funding and new infrastructure demands driven by AI [10]

Group 1 - The A-share market indices collectively strengthened, with significant gains in fintech stocks, particularly the Financial Technology ETF (516860), which rose over 3% in the afternoon session and had a trading volume exceeding 1 billion yuan [1] - As of August 8, the Financial Technology ETF has seen a cumulative increase of over 15% year-to-date and over 123% in the past year, with a net inflow of 298 million yuan in the last 10 trading days [1] - Major components of the fintech index experienced substantial gains, including Tonghuashun, which surged over 8%, and Hengbao Co., which rose over 7% [1] Group 2 - According to招商证券, the market remains active, with projected average daily trading volume for the entire A-share market reaching 16,336 billion yuan in July 2025, reflecting a month-on-month increase of 22.3% and a year-on-year increase of 149.1% [1] - The bullish market sentiment is expected to enhance risk appetite, with AI and finance being a promising area for investment opportunities [1] - 中信证券 highlighted that the emergence of new productivity driven by AI will be a key theme in technology investments in the second half of 2025, with significant advancements in domestic computing power and AI applications across various financial services [1][2] Group 3 - 中信建投证券 noted the release of GPT-5, which improves long text memory, reduces hallucination rates, and optimizes reasoning efficiency, providing a better environment for AI application growth [2] - The ongoing high trading volume in the market is expected to benefit internet finance stocks, with the Financial Technology ETF tracking the CSI Financial Technology Index, which includes leading companies in internet brokerage, financial IT, and mobile payments [2]

Core Insights - The financial technology sector is experiencing significant growth, with stocks like Tonghuashun rising over 9% and other companies like Dazhihui and Guidingzheng increasing by more than 5% [1] - The Financial Technology ETF (516860) has seen a net inflow of over 298 million yuan in the last 10 trading days, indicating strong market interest [1] - A-shares' financing balance has surged to 2 trillion yuan, marking the first time since the 2015 bull market that this level has been reached [1] - In July, the number of new A-share accounts reached 1.96 million, a year-on-year increase of 71% [1] Financial Technology ETF Performance - The Financial Technology ETF (516860) tracks the CSI Financial Technology Index, which includes various sectors such as internet brokerage, financial IT, and mobile payments [1] - Key stocks in the ETF include industry leaders like Dongfang Caifu, Tonghuashun, and Hengsheng Electronics [1] - The ETF's trading volume was notable, with a turnover rate of 8.98%, leading among its peers [1] Market Outlook - According to招商证券, the market remains active, with an estimated average daily trading volume of 1.6336 trillion yuan in July 2025, reflecting a month-on-month increase of 22.3% and a year-on-year increase of 149.1% [1] - The bullish sentiment in the market is expected to continue, particularly in the AI and financial sectors, which are seen as promising areas for investment [1]

天眼查商业履历信息显示，深圳四方精创资讯股份有限公司，成立于2003年，位于深圳市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本53064.9275万人民币，实缴资本10816.155万人民 币。公司法定代表人为周志群。 通过天眼查大数据分析，深圳四方精创资讯股份有限公司共对外投资了4家企业，参与招投标项目125 次，知识产权方面有商标信息31条，专利信息13条，此外企业还拥有行政许可45个。 来源：金融界 金融界消息 截至2025年8月8日收盘，四方精创（300468）报收于38.16元，上涨1.09%，换手率 13.87%，成交量73.49万手，成交金额28.30亿元。 资金流向方面，今日主力资金净流入8328.82万元，占比成交额2.94%。其中，超大单净流入2671.74万 元、占成交额0.94%，大单净流入5657.08万元、占成交额2.0%，中单净流出流出2763.69万元、占成交 额0.98%，小单净流出5565.13万元、占成交额1.97%。 四方精创最新一期业绩显示，截至2025一季报，公司营业总收入1.32亿元、同比减少21.40%，归属净利 润1289.67万元，同比减少2 ...