（责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 信创ETF（159537）跟踪的是国证信创指数（CN5075），该指数从沪深市场中选取业务涉及半导 体、软件开发、计算机设备等信息技术领域的上市公司证券作为样本，以反映信息技术主题上市公司证 券的整体表现。该指数成分股覆盖了从基础硬件到应用软件的全产业链环节，行业配置上侧重于半导 体、软件开发、计算机设备以及IT服务等领域，呈现出明显的大盘特征。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 爱建证券指出，半导体设备领域，薄膜沉积设备在前道工艺中价值量占比较 ...

【中关村在线湖北行情】近日，华为Taishan 2280服务器在中关村在线商家"武汉服务器总代理"特价促销，优惠价为9800元，详情请咨询商家联系电 话：18971181511。华为泰山2280信创服务器以全栈自主创新架构，构建起安全可靠的算力底座。基于自主研发的处理器与指令集，深度适配国产操作 系统及各类应用软件，形成完整的信创生态闭环，从根源上保障系统的自主可控。其优化的硬件设计与内存管理技术，能高效承载数据密集型与计算密 集型任务，无论是海量数据存储归档，还是复杂业务逻辑运算，都能保持稳定高效的运行状态。弹性扩展能力支持存储容量与计算资源的灵活升级，配 合智能能耗管理系统，在提升性能的同时降低运行成本，全方位硬件监控与故障预警机制，则为设备连续运行提供坚实保障。 在关键行业场景中，华为泰山2280的核心价值得到充分释放。在政务领域，它支撑政务云平台搭建，保 障民生服务、政务数据交换等业务的安全高效开展；金融行业中，其高可靠性与数据安全性，可承载核 心交易系统、客户信息管理等关键业务，守护金融数据资产。在能源领域，它为电力调度、油气勘探等 场景的数据分析提供算力支撑；教育与医疗行业，其稳定表现与安全特性， ...

（来源：电科数字） （来源：电科数字） 近日，搭载电科数字下属公司华元创信锐华嵌入式实时操作系统的"基于信创安全云列车运行控制系统"（以下简称"云 信号系统"）顺利通过中国城市轨道交通协会技术装备专业委员会组织的上道试验验证评审。 本次上道试验在宁马城际线正线开展，配置3列列车，完成从单车到多车的全场景、全功能测试，最高时速达120公 里，并实现与线路既有信号系统的全面接口与功能验证。经专家组现场实地考察与专业评审，系统运行稳定、功能完 备，顺利通过评审。 云信号技术作为新一代列车运行控制发展方向，实现从传统"中心-车站-轨旁"三级架构向"云+边缘"两级智能体系的根 本性变革。该技术能优化成本、提升运营效率，并具备弹性扩展能力。此次通过上道试验评审的云信号系统基础平 台，采用锐华高安全嵌入式实时操作系统，成功突破国产处理器与嵌入式操作系统的软硬件适配、基于多核的混合部 署运行和高效跨域通信等关键技术，构建了从底层芯片、服务器硬件到操作系统、核心控制算法，构建起全栈自主信 创能力，安全等级达SIL4，为城市轨道交通筑牢"中国芯"安全底座。 华元创信将以此为新起点，持续深耕自主可控的嵌入式基础软件，以更安全、更可 ...

Core Insights - The "Understanding China" International Conference was held from November 30 to December 2, 2025, focusing on "New Layout, New Development, New Choices - Chinese-style Modernization and the New Global Governance Pattern" [1][10] - The conference gathered global political leaders, scholars, and industry leaders to discuss the new opportunities presented by Chinese-style modernization [3][13] Company Focus - Yuxin Technology has been dedicated to providing information and digitalization products and services for the Chinese financial industry, particularly banking, for 26 years [6][13] - The company emphasizes the integration of hard technology breakthroughs with soft technology applications to maximize value, aligning with China's advancements in mobile banking and payment systems [6][13] Industry Leadership - Yuxin Technology has played a crucial role in the domestic replacement of core banking technology, assisting major banks in transitioning to fully localized solutions across hardware, software, and applications [6][16] - The company has developed a comprehensive "4+1" ecosystem in the financial technology sector, covering data centers, IaaS, PaaS, SaaS, and compliant financial cloud services [6][16] Future Outlook - Yuxin Technology plans to continue leveraging technological innovation as a core driver for new productivity, focusing on AI, digital operations, and the migration of domestic solutions [10][19] - The company aims to expand its international presence, particularly in Southeast Asia, by sharing its successful financial technology experiences and products [10][19]

根据合作安排，双方将依托国产算力平台，围绕人工智能安全、重点行业场景创新、数据要素开发与流通等领域开展产品适配与联合研发，共同打造 覆盖基础设施、安全产品与行业应用的一体化解决方案。同时，双方还计划在安全能力输出、服务体系建设等方面探索协同模式。 在人才与生态层面，安恒信息与海光信息将通过联合实验室、联合培训等方式，推进安全人才培养和技术经验沉淀，并向上下游合作伙伴开放算力与 安全技术能力，推动形成更为完善的国产算力与安全产业生态。 从应用前景看，双方的合作有望在政务云、金融信创、能源安全生产、工业互联网等场景中落地，为用户提供更安全、高效、智能的数字基础设施， 提升关键行业在自主可控算力和安全防护方面的整体能力。随着项目推进，相关成果也将逐步通过产品化和解决方案形式推向市场。 （校对/秋贤） （文/罗叶馨梅）12月3日，安恒信息（688023.SH）发布消息称，公司与海光信息技术股份有限公司（以下简称"海光信息"）正式签署战略合作协议， 确立在技术创新、生态构建和资源共享等多领域长期稳定的合作关系。双方将立足"芯片+应用""算力+安全"的双轮驱动模式，建立长期协同机制。 安恒信息是国内网络安全和数据安全领域 ...

Core Viewpoint - The article discusses the performance and business operations of Wuhan Gangdi Technology Co., Ltd., highlighting its focus on industrial automation and recent financial metrics. Company Overview - Wuhan Gangdi Technology Co., Ltd. specializes in the research, production, and sales of products in the industrial automation field, with main products including automation drive products and intelligent control systems [2][3][8]. - The company was established on September 28, 2015, and is located in the East Lake Development Zone of Wuhan, Hubei Province [7]. Business Performance - For the period from January to September 2025, the company achieved operating revenue of 361 million yuan, a year-on-year decrease of 3.30%, and a net profit attributable to the parent company of 43.39 million yuan, down 25.24% year-on-year [8]. - The revenue composition of the company includes 63.66% from intelligent control systems, 35.26% from automation drive products, 0.57% from management system software, and 0.51% from other sources [8]. Market Position and Recognition - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China, indicating strong innovation capabilities and market share [2]. - The company's products are categorized under national strategic emerging industries, aligning with the country's technology innovation development strategy [3]. Recent Stock Performance - On December 3, the stock price of Gangdi Technology fell by 0.64%, with a trading volume of 12.29 million yuan and a market capitalization of 3.731 billion yuan [1]. - The stock has seen a net outflow of 523,700 yuan from major investors, indicating a reduction in holdings over the past two days [4][5]. Technical Analysis - The average trading cost of the stock is 74.92 yuan, with the current price approaching a support level of 65.10 yuan, suggesting potential volatility if this support is breached [6].

Core Viewpoint - Changliang Technology (300348.SZ) is a leading company in the domestic fintech sector, maintaining rapid growth in its core business market within the Xinchuang field [1] Group 1: Business Performance - The company is one of the few providers of core business system solutions for all types of banks, including state-owned large banks, national joint-stock commercial banks, large city commercial banks, rural commercial banks, foreign banks, and private banks [1] - In 2024, the company won its largest core business system project in Thailand since its establishment, which is currently in the implementation and delivery phase [1] Group 2: International Expansion - The company has made significant achievements in expanding its overseas business, acquiring new clients in Southeast Asian countries such as Thailand, Malaysia, Indonesia, Vietnam, the Philippines, and Singapore [1] - The company is in discussions with a large banking institution in Singapore for potential collaboration [1] - The company is actively exploring markets in the Middle East and other regions to further expand its client base [1]

Group 1: Tablet Market Overview - The Chinese tablet market continues to show strong momentum, with Q3 2025 shipments increasing by 9% year-on-year to 8.8 million units, characterized by a split between domestic brands leading and Apple declining [1] - Huawei leads the market with a shipment of 2.7 million units and a 31% market share, growing 21% year-on-year, while Apple's iPad shipments fell 14% to 2 million units, reducing its market share from 29% to 23% [1] - Domestic manufacturers collectively hold 77% of the market share, up 5 percentage points from the previous year, with Xiaomi and Lenovo each shipping 900,000 units and Honor at 600,000 units [1] Group 2: Challenges for Apple - Apple's iPad faces multiple challenges in the domestic market, including competition from local tablets priced between 2,000-3,000 yuan that offer superior specifications [1] - The lack of product innovation and extended iteration cycles for the iPad, despite the strong performance of the M chip, make it difficult to compete with localized innovations from Huawei and Lenovo [1] Group 3: Future Market Projections - Omdia forecasts that the tablet market will grow by 12% to 35 million units by the end of 2025, driven by aggressive product launches and pricing strategies from domestic manufacturers [2] - However, a market adjustment is expected in 2026, with a projected decline of 9% to 32 million units [2] Group 4: PC Market Overview - In Q3 2025, the Chinese PC market saw a 2% year-on-year increase in shipments, reaching 11.3 million units, with desktop shipments growing by 8% to 3.3 million units, primarily driven by strong demand in the commercial sector [2][3] - Lenovo remains the market leader with a 39% share, shipping 4.4 million units, while Huawei's shipments declined by 7% to 1 million units, reducing its market share to 9% [3] Group 5: Future Projections for PC Market - Omdia anticipates a 5% year-on-year growth in the PC market by the end of 2025, reaching 41.5 million units, supported by robust commercial procurement and steady consumer demand [5] - The trend is expected to continue into 2026, although a slight decline of 2% is projected due to weakening consumer demand [5] - The adoption of AI is accelerating in both consumer and commercial markets, with 32% of PCs in Greater China expected to have AI capabilities by 2025, increasing to 46% by 2026 [5]

Core Insights - The company Glint Deep Vision, listed in March 2022, experienced a 20% revenue growth in its first year and turned a profit, largely due to its major client, Agricultural Bank of China [1][4][5] - However, the company's revenue has significantly declined since then, with 2024 revenue projected to be only one-third of 2022 levels due to reduced procurement from its key client [1][6][21] - The company is attempting to enter the military industry through acquisitions, but early results show minimal contribution to revenue [1][8][9] Business Performance - Glint Deep Vision's primary business relies on AI solutions based on computer vision and big data, with over 80% of its revenue coming from the smart finance sector, primarily from Agricultural Bank of China [2][17] - In 2022, the company reported revenue of 354 million yuan, with 267 million yuan (75.39%) coming from Agricultural Bank of China, a significant increase from 46.97 million yuan (19.36%) in 2020 [4][19][20] - The company's revenue dropped by 26% to 262 million yuan in 2023, and is expected to further decline to 117 million yuan in 2024 [6][21] Market Challenges - The company faces challenges due to its heavy reliance on a single major client, with procurement from Agricultural Bank of China decreasing from 217 million yuan in 2023 to 52.1 million yuan in 2024 [6][21] - Other business segments, such as urban management, have not shown growth, with revenues remaining stagnant at low levels [6][21] - The company has acknowledged that its performance issues may stem from a systemic depletion of market demand rather than just delays in revenue recognition [7][22] Strategic Moves - In an effort to seek new growth, Glint Deep Vision announced a high-premium acquisition of a stake in Guokeyi Dao Technology, valued at 163 million yuan, but the acquired company has also faced losses and high client concentration [8][23][24] - The acquisition aims to enhance the company's hardware design and manufacturing capabilities in the military sector, but initial revenue contributions from this new venture have been minimal [9][24] Workforce and Management Changes - Despite claims of market expansion, the company has been reducing its workforce, with employee numbers dropping from 449 at the end of 2023 to 367 by the end of 2024, primarily affecting technical staff [10][26] - Key management and technical personnel have also left the company, raising concerns about its future direction and stability [10][28] Stock Performance and Investor Sentiment - The company's stock price peaked at 38.78 yuan per share but has since fallen significantly, closing at 16.37 yuan per share in December 2023, reflecting investor concerns [1][11][29] - Sequoia Capital has reduced its stake in the company during periods of low stock prices, indicating a cautious outlook on Glint Deep Vision's future prospects [12][14][15]

来源：新浪证券-红岸工作室 12月2日，港迪技术跌1.36%，成交额1272.42万元，换手率0.74%，总市值37.55亿元。 异动分析 新型工业化+机器人概念+专精特新+高端装备+信创 1、武汉港迪技术股份有限公司主营业务是工业自动化领域产品研发、生产与销售。主要产品是自动化 驱动产品、智能操控系统。 2、2025年10月28日互动易：公司自主研发的 SD400 系列伺服系统，凭借超快速响应、高精度位置控 制、高稳定性以及紧凑的设计等特性，已实现对机器人应用（关节驱动、喷涂路径优化、焊接工艺精准 执行）的适配，可有效帮助下游客户提升设备生产良率与作业效率，相关产品正逐步推向市场。 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 主力没有控盘，筹码分布非常分散，主力成交额483.67万，占总成交额的6.52%。 技术面：筹码平均交易成本为75.03元 4、根 ...