10月16日，汉得信息盘中下跌2.02%，截至10:33，报16.97元/股，成交2.19亿元，换手率1.31%，总市值 172.58亿元。 资金流向方面，主力资金净流出3391.17万元，特大单买入725.99万元，占比3.32%，卖出1974.36万元， 占比9.03%；大单买入3336.01万元，占比15.26%，卖出5478.81万元，占比25.06%。 汉得信息今年以来股价涨37.39%，近5个交易日跌12.25%，近20日跌2.02%，近60日跌6.76%。 今年以来汉得信息已经8次登上龙虎榜，最近一次登上龙虎榜为3月7日，当日龙虎榜净买入-5.17亿元； 买入总计11.00亿元 ，占总成交额比8.82%；卖出总计16.17亿元 ，占总成交额比12.97%。 资料显示，上海汉得信息技术股份有限公司位于上海市青浦区汇联路33号，成立日期2002年7月15日， 上市日期2011年2月1日，公司主营业务涉及ERP软件实施、客户支持和软件外包业务。主营业务收入构 成为：产业数字化-C2M33.82%，泛ERP31.16%，财务数字化-GMC23.50%，IT外包-ITO11.19%，其他 业务0.32%。 ...

泛微网络所属申万行业为：计算机-软件开发-横向通用软件。所属概念板块包括：SAAS、财税信息 化、华为盘古、AIAgent（智能体）、金融科技等。 10月14日，泛微网络（维权）盘中上涨2.03%，截至13:31，报58.85元/股，成交1.72亿元，换手率 1.15%，总市值153.36亿元。 资金流向方面，主力资金净流出1114.00万元，特大单买入109.25万元，占比0.64%，卖出103.52万元， 占比0.60%；大单买入2333.18万元，占比13.56%，卖出3452.91万元，占比20.07%。 泛微网络今年以来股价涨20.28%，近5个交易日涨5.33%，近20日涨3.23%，近60日涨8.94%。 今年以来泛微网络已经4次登上龙虎榜，最近一次登上龙虎榜为3月7日。 资料显示，泛微网络科技股份有限公司位于上海市闵行区三鲁公路3419号泛微软件园，成立日期2001年 3月14日，上市日期2017年1月13日，公司主营业务涉及协同管理软件产品的研发、销售及相关技术服 务。主营业务收入构成为：技术服务63.11%，软件收入-e.cology31.55%，第三方产品3.66%，软件收入- e.of ...

10月9日，恒华科技盘中上涨2.06%，截至13:07，报6.44元/股，成交5419.49万元，换手率1.66%，总市 值38.63亿元。 资金流向方面，主力资金净流入387.15万元，大单买入1091.19万元，占比20.13%，卖出704.04万元，占 比12.99%。 恒华科技今年以来股价涨4.89%，近5个交易日涨2.22%，近20日涨1.74%，近60日跌3.74%。 资料显示，北京恒华伟业科技股份有限公司位于北京市东城区安定门外大街138号皇城国际中心A座12 层，成立日期2000年11月23日，上市日期2014年1月23日，公司主营业务涉及面向智能电网的信息化服 务供应商,致力于运用信息技术、物联网技术,并秉承信息技术与物联网技术相结合的理念,为智能电网提 供全生命周期的一体化、专业化信息服务。主营业务收入构成为：软件服务44.86%，系统集成 44.19%，技术服务7.41%，软件销售2.75%，硬件销售0.80%。 恒华科技所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：SAAS、职业教育、 养老产业、数据要素、水利建设等。 截至6月30日，恒华科技股东户数2.99万，较 ...

资金流向方面，主力资金净流出57.36万元，特大单买入6141.15万元，占比12.50%，卖出5477.47万元， 占比11.15%；大单买入9836.81万元，占比20.02%，卖出1.06亿元，占比21.49%。 用友网络今年以来股价涨43.15%，近5个交易日涨2.95%，近20日跌5.42%，近60日涨20.00%。 今年以来用友网络已经4次登上龙虎榜，最近一次登上龙虎榜为8月8日，当日龙虎榜净买入-1.72亿元； 买入总计1.79亿元 ，占总成交额比7.58%；卖出总计3.52亿元 ，占总成交额比14.87%。 资料显示，用友网络科技股份有限公司位于北京市海淀区北清路68号,香港铜锣湾勿地臣街1号时代广场 2座31楼，成立日期1995年1月18日，上市日期2001年5月18日，公司主营业务涉及以用友企业云服务为 核心为客户提供企业云服务与解决方案。主营业务收入构成为：许可销售及技术服务收入95.58%，金 融服务收入1.99%，外购商品销售1.38%，其他1.05%。 9月29日，用友网络盘中上涨2.20%，截至10:10，报15.36元/股，成交4.91亿元，换手率0.96%，总市值 524.8 ...

Company Overview - Han's Information Technology Co., Ltd. is located in Qingpu District, Shanghai, established on July 15, 2002, and listed on February 1, 2011. The company specializes in ERP software implementation, customer support, and software outsourcing services [1][2]. Financial Performance - For the first half of 2025, Han's Information achieved operating revenue of 1.575 billion yuan, representing a year-on-year growth of 3.54%. The net profit attributable to shareholders was 85.007 million yuan, an increase of 1.90% year-on-year [2]. - The company has distributed a total of 415 million yuan in dividends since its A-share listing, with 125 million yuan distributed over the past three years [3]. Stock Performance - As of September 24, Han's Information's stock price increased by 2.28% to 17.98 yuan per share, with a trading volume of 321 million yuan and a turnover rate of 1.86%, resulting in a total market capitalization of 18.286 billion yuan [1]. - Year-to-date, the stock price has risen by 45.56%, but it has seen a decline of 2.86% over the last five trading days and 9.19% over the last 20 days [1]. Shareholder Structure - As of September 10, the number of shareholders for Han's Information was 130,000, a decrease of 1.52% from the previous period. The average number of circulating shares per person increased by 1.54% to 7,493 shares [2]. - The top ten circulating shareholders include Southern CSI 1000 ETF, which holds 9.1052 million shares, an increase of 1.7319 million shares from the previous period [3].

Company Overview - Guanghuan New Network is located in Dongzhong Street, Beijing, established on January 27, 1999, and listed on January 29, 2014. The company primarily engages in Internet Data Center (IDC) services and cloud computing, with revenue composition: cloud computing and related services 69.17%, IDC and its value-added services 28.83%, others 1.40%, and Internet broadband access services 0.59% [1]. Financial Performance - As of June 30, 2025, Guanghuan New Network reported a revenue of 3.716 billion yuan, a year-on-year decrease of 5.15%, and a net profit attributable to shareholders of 115 million yuan, down 57.01% year-on-year [2]. - The company has cumulatively distributed 601 million yuan in dividends since its A-share listing, with 288 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 6.69% to 135,700, while the average circulating shares per person increased by 7.16% to 13,213 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 47.8404 million shares (a decrease of 602,300 shares), and E Fund's ChiNext ETF as the third-largest with 34.8194 million shares (a decrease of 164,600 shares) [3]. Stock Performance - On September 19, Guanghuan New Network's stock price fell by 2.03% to 14.50 yuan per share, with a trading volume of 529 million yuan and a turnover rate of 2.00%, resulting in a total market capitalization of 26.065 billion yuan [1]. - Year-to-date, the stock price has decreased by 0.21%, with a decline of 4.61% over the last five trading days and 9.03% over the last twenty days, while it has increased by 4.17% over the last sixty days [1].

Company Overview - Panwei Network has seen its stock price increase by 18.04% year-to-date, with a recent 4.54% rise over the last five trading days, but a decline of 13.44% over the past 20 days [2] - The company specializes in the research, development, and sales of collaborative management software products, with a revenue composition of 63.11% from technical services, 31.55% from software revenue (e.cology), and smaller contributions from third-party products and other software [2] Financial Performance - For the first half of 2025, Panwei Network reported a revenue of 808 million yuan, a year-on-year decrease of 8.79%, while the net profit attributable to shareholders increased by 38.46% to 65.69 million yuan [2] - Cumulatively, the company has distributed 245 million yuan in dividends since its A-share listing, with 116 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Panwei Network was 14,700, a decrease of 0.71% from the previous period, with an average of 17,704 circulating shares per shareholder, an increase of 0.72% [2] - Among the top ten circulating shareholders, the "Zhaoshang Advantage Enterprise Mixed A" fund holds 4.1173 million shares, down by 1.6827 million shares from the previous period, while "Wanjia Autonomous Innovation Mixed A" is a new entrant holding 3 million shares [3] Market Activity - On September 16, Panwei Network's stock rose by 2.01%, reaching 57.75 yuan per share, with a trading volume of 115 million yuan and a turnover rate of 0.77%, resulting in a total market capitalization of 15.05 billion yuan [1] - The net inflow of main funds was 2.1957 million yuan, with significant buying and selling activity recorded [1]

Company Overview - Han's Information Technology Co., Ltd. is located in Qingpu District, Shanghai, established on July 15, 2002, and listed on February 1, 2011. The company specializes in ERP software implementation, customer support, and software outsourcing services [1][2] - The main business revenue composition includes: Industry Digitalization-C2M 33.82%, General ERP 31.16%, Financial Digitalization-GMC 23.50%, IT Outsourcing-ITO 11.19%, and Other Businesses 0.32% [1] Financial Performance - For the first half of 2025, Han's Information achieved operating revenue of 1.575 billion yuan, a year-on-year increase of 3.54%, and a net profit attributable to shareholders of 85.0067 million yuan, up 1.90% year-on-year [2] - Since its A-share listing, the company has distributed a total of 415 million yuan in dividends, with 125 million yuan distributed in the last three years [3] Stock Market Activity - On September 16, Han's Information's stock price increased by 2.04%, reaching 18.03 yuan per share, with a trading volume of 327 million yuan and a turnover rate of 1.88%, resulting in a total market capitalization of 18.235 billion yuan [1] - Year-to-date, the stock price has risen by 45.97%, with a 4.04% increase over the last five trading days, a 7.68% decrease over the last 20 days, and a 10.41% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" eight times this year, with the most recent appearance on March 7, where it recorded a net buy of -517 million yuan [1] Shareholder Structure - As of June 30, 2025, Han's Information had 132,000 shareholders, a decrease of 2.22% from the previous period, with an average of 7,379 circulating shares per person, an increase of 2.27% [2][3] - Notable shareholders include Southern CSI 1000 ETF, holding 9.1052 million shares (an increase of 1.7319 million shares), and Hong Kong Central Clearing Limited, holding 5.4092 million shares (a decrease of 3.5145 million shares) [3]

Group 1 - The software ETF has a turnover rate of 6.9% and a transaction volume of 340 million yuan, with an average daily transaction volume of 572 million yuan over the past month, ranking first among comparable funds [3] - The latest scale of the software ETF reached 4.897 billion yuan, also ranking first among comparable funds, with a significant increase of 1.499 billion shares over the past three months [3] - The net value of the software ETF has increased by 20.89% over the past three years, with the highest monthly return since inception being 39.35% and an average monthly return of 10.06% [3] Group 2 - Dongwu Securities suggests that in the current market environment, hot money is likely to flow towards sectors with undeniable industrial trends, recommending investments in storage, AIDC supporting facilities, and AI applications [4] - As of August 29, 2025, the top ten weighted stocks in the CSI Software Service Index include iFlytek, Tonghuashun, and Kingsoft Office, accounting for a total of 62.05% of the index [4] Group 3 - The table lists the stock codes, names, price changes, and weights of the top ten stocks in the software sector, with iFlytek having the highest weight at 13.93% [6] - Investors can also access AI software investment opportunities through the software ETF linked fund (012620) [6]

Company Overview - Hangzhou Guangyun Technology Co., Ltd. was established on August 29, 2013, and went public on April 29, 2020. The company is located at 599 Jianta Street, Puyang Street, Binjiang District, Hangzhou, Zhejiang Province [2] - The main business involves providing SaaS products for e-commerce merchants based on an e-commerce platform, along with supporting hardware, operational services, and value-added products such as CRM SMS [2] - Revenue composition includes: SaaS products 86.07%, supporting hardware 11.40%, CRM SMS 1.18%, operational services 0.81%, and others 0.54% [2] Financial Performance - For the first half of 2025, Guangyun Technology achieved operating revenue of 262 million yuan, a year-on-year increase of 11.78%. The net profit attributable to the parent company was -12.11 million yuan, a year-on-year increase of 64.85% [2] - Since its A-share listing, the company has distributed a total of 70.175 million yuan in dividends, with no dividends distributed in the last three years [3] Stock Performance - As of September 15, Guangyun Technology's stock price was 14.96 yuan per share, with a market capitalization of 6.37 billion yuan. The stock has increased by 32.27% year-to-date but has decreased by 2.98% in the last five trading days and 12.31% in the last 20 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on February 10, where the net buying was -5.4781 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 16,400, a decrease of 7.41% from the previous period. The average circulating shares per person increased by 8.01% to 25,904 shares [2] - New institutional shareholders include: Noan Flexible Allocation Mixed Fund (320006) as the seventh largest shareholder with 1.9158 million shares, Penghua Innovation Future Mixed Fund (501205) as the ninth largest with 1.6136 million shares, and Huatai-PineBridge Advantage Selected Mixed Fund (519008) as the tenth largest with 1.5 million shares [3]