证券日报网讯1月15日，新媒股份（300770）在互动平台回答投资者提问时表示，公司坚持以技术创新 引领业务发展，对产业新兴技术与应用保持高度重视，携手众多伙伴对人工智能、VR视频、大数据、 超高清、数字版权体系等技术展开深入研究与产业合作。 ...

1月15日，中远海科盘中下跌2.06%，截至14:16，报17.09元/股，成交1.55亿元，换手率2.41%，总市值 63.52亿元。 机构持仓方面，截止2025年9月30日，中远海科十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股201.13万股，为新进股东。诺安积极回报混合A（001706）位居第六大流通股东，持股 171.08万股，为新进股东。嘉实信息产业股票发起式A（017488）退出十大流通股东之列。 资金流向方面，主力资金净流出694.48万元，特大单买入480.49万元，占比3.10%，卖出678.37万元，占 比4.38%；大单买入2103.91万元，占比13.58%，卖出2600.51万元，占比16.79%。 中远海科今年以来股价涨7.28%，近5个交易日涨4.21%，近20日涨11.34%，近60日跌0.52%。 中远海科所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：数字经济、智慧城市、华 为鲲鹏、大数据、人工智能等。 截至12月31日，中远海科股东户数4.39万，较上期减少1.54%；人均流通股8457股，较上期增加1.57%。 2025年1月-9月， ...

太极股份所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：大数据、网络安全、信创 概念、华为鲲鹏、DeepSeek概念等。 截至1月9日，太极股份股东户数5.55万，较上期减少1.28%；人均流通股11179股，较上期增加1.30%。 2025年1月-9月，太极股份实现营业收入48.65亿元，同比增长12.15%；归母净利润404.65万元，同比增 长114.31%。 分红方面，太极股份A股上市后累计派现11.91亿元。近三年，累计派现2.84亿元。 机构持仓方面，截止2025年9月30日，太极股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股882.38万股，相比上期减少141.59万股。南方中证1000ETF（512100）位居第九大流通股 东，持股399.19万股，相比上期减少3.35万股。 责任编辑：小浪快报 1月15日，太极股份盘中下跌2.02%，截至14:13，报26.70元/股，成交4.57亿元，换手率2.72%，总市值 166.40亿元。 资金流向方面，主力资金净流入1021.64万元，特大单买入4358.15万元，占比9.54%，卖出2663.18万 元，占比 ...

Core Viewpoint - On January 14, the A-share market experienced a significant drop, with a net outflow of over 7.3 billion yuan from stock ETFs, indicating a cooling market and a trend of investors cashing out [2][6]. Group 1: Market Performance - The total scale of stock ETFs in the market reached 5.07 trillion yuan, marking the first time it surpassed the 5 trillion yuan threshold [4]. - The total trading volume of stock ETFs on that day was 387.15 billion yuan, an increase of over 76 billion yuan compared to the previous trading day [4]. - The software, big data, and cloud computing sectors led the gains among stock ETFs, while sectors like electric grid and innovative pharmaceuticals saw significant declines [4][7]. Group 2: Fund Flows - On January 14, stock ETFs saw a net outflow of 7.33 billion yuan, with 49 ETFs experiencing inflows of over 100 million yuan [7]. - The top sectors for net inflows included computer (34.6 billion yuan), non-ferrous metals (33.8 billion yuan), and satellite industry (16.6 billion yuan) [7]. - The largest net outflows were observed in broad-based ETFs, particularly the CSI 300 and ChiNext ETFs, which saw outflows of 48.8 billion yuan and 35.6 billion yuan, respectively [9]. Group 3: ETF Performance Rankings - The top-performing ETFs by trading volume included the Software ETF (1.23 billion yuan, +6.34%), Big Data ETF (0.35 billion yuan, +6.27%), and Financial Technology ETF (2.24 billion yuan, +5.88%) [5]. - Conversely, the ETFs with the largest declines included the Electric Grid ETF and the Innovative Pharmaceuticals ETF, with many products dropping over 1.5% [4][7]. Group 4: Fund Management Insights - Leading fund companies like E Fund and Huaxia Fund reported significant inflows in their ETFs, with E Fund's Software ETF seeing a net inflow of 3.76 billion yuan and Huaxia's Non-ferrous Metals ETF attracting 9.46 billion yuan [11]. - Fund managers suggest focusing on technology sectors that have seen significant pullbacks but may have potential catalysts in the first quarter, such as humanoid robots and semiconductor sectors [11].

Core Insights - The forum highlighted the recognition of Samoyed Cloud Technology Group, the parent company of Shengbei, for its advanced intelligent risk control capabilities and technological strength, being selected as an "Outstanding Practice of Financial New Quality Productivity 2025" [1][3] Group 1: Technological Advancements - The selection reflects Samoyed Cloud's deep technical strength and practical implementation capabilities in the intelligent upgrade of financial risk management and the realization of the "new quality productivity" concept [3] - The company initiated the "Orion System" upgrade project in 2023, focusing on enhancing the ability to identify associated risks and overall system stability, utilizing "AI + Graph Intelligence" as the core approach [3][4] - The system integrates a distributed graph database, NebulaGraph, to consolidate data from customers, devices, accounts, behaviors, and regions into a unified relational network, enabling early detection of collective and chain fraud characteristics [4] Group 2: Operational Efficiency - The system has significantly enhanced graph query capabilities, optimized decision-making processes, and improved rule execution efficiency by 55%, with risk control processing time reduced by half and manual review efficiency increased by nearly 30% [4] - The unified technical architecture and optimized model system have led to a reduction in operational costs by approximately 25% [4] Group 3: Recognition and Future Plans - Samoyed Cloud has been recognized by various authoritative institutions, being listed as a "specialized, refined, distinctive, and innovative" enterprise and receiving multiple awards for its contributions to digital transformation and financial technology [5] - The company plans to continue increasing technological investments, focusing on enhancing AI technology applications in risk identification, approval assistance, and risk warning, while ensuring data security and algorithm transparency [5]

网宿科技所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：元宇宙概念、DeepSeek概 念、网络安全、人工智能、大数据等。 1月15日，网宿科技盘中下跌2.07%，截至11:25，报11.83元/股，成交9.05亿元，换手率3.27%，总市值 290.95亿元。 资金流向方面，主力资金净流出4525.65万元，特大单买入5107.67万元，占比5.65%，卖出6992.86万 元，占比7.73%；大单买入2.18亿元，占比24.10%，卖出2.44亿元，占比27.02%。 网宿科技今年以来股价涨15.41%，近5个交易日涨9.54%，近20日涨21.21%，近60日涨6.58%。 资料显示，网宿科技股份有限公司位于上海市徐汇区斜土路2899号光启文化广场A幢5楼，成立日期 2000年1月26日，上市日期2009年10月30日，公司主营业务涉及为客户在全球范围内提供内容分发加速 服务(CDN)、互联网数据中心(IDC)服务及云计算服务。主营业务收入构成为：CDN及边缘计算 64.34%，安全及增值服务27.51%，IDC及液冷5.36%，商品销售及其他2.79%。 截至12月10日，网宿科技股 ...

Core Viewpoint - Changxin Technology's stock price has shown fluctuations with a recent decline, while the company continues to operate in the electronic and display panel sectors, with a focus on various technology-driven markets [1][2]. Group 1: Stock Performance - On January 15, Changxin Technology's stock fell by 2.03%, trading at 6.28 yuan per share, with a total transaction volume of 238 million yuan and a market capitalization of 15.686 billion yuan [1]. - Year-to-date, the stock price has increased by 3.63%, with a 1.78% rise over the last five trading days, a 7.17% increase over the last 20 days, and a slight 0.16% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Changxin Technology reported a revenue of 8.958 billion yuan, reflecting a year-on-year growth of 3.72%, while the net profit attributable to shareholders was 285 million yuan, a decrease of 2.54% year-on-year [2]. Group 3: Shareholder Information - As of December 19, 2025, the number of shareholders for Changxin Technology was 120,600, a decrease of 0.91% from the previous period, with an average of 20,614 circulating shares per shareholder, an increase of 0.92% [2]. - The company has distributed a total of 2.107 billion yuan in dividends since its A-share listing, with 563 million yuan distributed over the last three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 66.6237 million shares, an increase of 46.5347 million shares from the previous period [3]. - Other notable institutional shareholders include Southern CSI 1000 ETF, which decreased its holdings by 212,000 shares, and Huaxia CSI 1000 ETF, which reduced its holdings by 25,200 shares [3].

Core Viewpoint - The sharing economy is a significant innovation that enhances resource utilization efficiency, promotes economic development, and creates job opportunities, particularly in transportation and lifestyle services [2][4]. Group 1: Industry Overview - The sharing economy utilizes modern information technology to share usage rights, integrating vast and decentralized resources to meet diverse demands [4]. - It represents a new economic form that emphasizes sustainable development and optimal resource allocation in the information society [4]. Group 2: Market Growth and Projections - The transaction scale of China's sharing economy is projected to reach 4.46 trillion yuan in 2024, reflecting a year-on-year growth of 9.05% [2]. - By 2025, the market transaction scale is expected to grow to 4.8 trillion yuan [2]. Group 3: Development Environment - China's large population and extensive internet user base provide a robust market for the sharing economy, with the number of internet users increasing from 688 million in 2015 to 1.108 billion in 2024 [8]. - The internet penetration rate rose significantly from 50.3% to 78.6% during the same period, facilitating the growth of sharing economy models [8]. Group 4: Industry Evolution - The sharing economy began to gain traction post-2008 financial crisis, driven by advancements in technologies such as big data, cloud computing, and mobile internet [11]. - The period from 2013 to 2015 marked a golden age for the sharing economy in China, with increasing consumer acceptance and capital market interest [11]. Group 5: Industry Structure - The sharing economy's industry chain consists of three main components: supply side, platform side, and client side, with the supply side being crucial for converting idle resources into shareable assets [13]. - Platforms play a vital role in providing technical support and facilitating the optimization of resource allocation [13]. Group 6: Key Players - Major players in the transportation sector include Didi Chuxing and Hello Chuxing, while the housing sector features platforms like Tujia and Xiaozhu [15]. - Other sectors include financial services, second-hand goods, and lifestyle services, with various companies participating in the sharing economy ecosystem [15].

与恒生科技旗舰指数相比，国证港股通科技指数相对增配互联网、电子、通信设备，以及生物科技等板 块（如信达生物、药明生物等），前十大成分股包括腾讯、小米、阿里巴巴、美团、中芯国际、快手、 比亚迪股份、百济神州、理想汽车、信达生物，合计权重达77.23%，为同类标的最高（同类指国证港 股通科技指数、中证港股通科技指数、恒生港股通科技主题指数、恒生港股通中国科技指数和恒生科技 指数5条主流的港股科技指数）。 恒生科技港股通科技ETF基金（159101.SZ）跟踪国证港股通科技指数，成分股不含携程。与恒生科技 指数相比，国证港股通科技指数选股范围更着眼"科技创新"能力，指数编制规则筛选近两年营业收入复 合增长率大于10%，或近一年研发费用占比大于5%的香港上市公司，覆盖了互联网、电子、通信设 备、生物科技、医疗器械、大数据、云服务、智能汽车、人工智能等细分科技方向高增长标的。 近日，携程因遭遇反垄断调查，美股、港股股价齐齐大跌。1月15日，携程港股股价一度跌-20%，拖累 恒生科技指数跌超-1%。资料显示，目前恒生科技指数内，携程权重占比约3%。 ...

Core Viewpoint - The stock of Shenzhen Sanda A has experienced a decline of 4.60% on January 15, with a current price of 22.19 CNY per share and a total market capitalization of 25.251 billion CNY. The company has seen a year-to-date increase of 14.68% in stock price, but recent financial results indicate a significant drop in revenue and net profit [1][2]. Financial Performance - For the period from January to September 2025, Shenzhen Sanda A reported a revenue of 33.019 billion CNY, representing a year-on-year decrease of 31.81%. The net profit attributable to shareholders was -299 million CNY, a decline of 136.01% compared to the previous year [2]. - The company has distributed a total of 911 million CNY in dividends since its listing, with 353 million CNY distributed over the last three years [3]. Stock and Market Activity - As of January 15, the stock has seen a trading volume of 183 million CNY, with a turnover rate of 0.72%. The net outflow of main funds was 23.2916 million CNY, with significant buying and selling activity from large orders [1]. - The number of shareholders has increased to 69,800, with an average of 15,608 shares held per shareholder, reflecting a decrease of 4.34% [2]. Business Overview - Shenzhen Sanda A, established on December 4, 1993, operates in logistics, warehousing, electronic manufacturing, and real estate. The main revenue sources include high-tech industrial engineering services (92.43%), digital heating and new energy services (4.70%), and digital and information services (2.26%) [1]. - The company is categorized under the construction decoration industry, specifically in specialized engineering, and is involved in sectors such as big data, online office, artificial intelligence, and smart transportation [2]. Shareholder Composition - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which is a new shareholder holding 8.2962 million shares [3].