分红方面，云赛智联A股上市后累计派现11.32亿元。近三年，累计派现1.75亿元。 今年以来云赛智联已经7次登上龙虎榜，最近一次登上龙虎榜为3月7日。 资料显示，云赛智联股份有限公司位于上海市徐汇区宜州路180号B6栋9-10楼，成立日期1993年5月28 日，上市日期1990年12月19日，公司主营业务涉及提供智慧城市核心软硬件产品和综合解决方案。主营 业务收入构成为：云计算大数据53.32%，行业解决方案42.35%，智能产品7.33%，其他产品0.12%，其 他(补充)0.01%。 云赛智联所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：国资云、数据要素、 智慧政务、数字经济、国产软件等。 截至9月30日，云赛智联股东户数17.77万，较上期减少7.77%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，云赛智联实现营业收入45.99亿元，同比增长14.64%；归母净利润1.45亿元，同比减少 8.05%。 12月29日，云赛智联盘中上涨2.06%，截至11:04，报18.35元/股，成交1.45亿元，换手率0.75%，总市值 250.97亿元。 资金流向方面，主力资金净 ...

Core Viewpoint - Inspur Software's stock price has shown volatility, with a year-to-date increase of 25.61% but a recent decline of 25.93% over the past 20 days, indicating mixed performance in the market [1][2]. Group 1: Stock Performance - On December 26, Inspur Software's stock rose by 2.16%, reaching 18.00 CNY per share, with a trading volume of 334 million CNY and a turnover rate of 5.79% [1]. - The stock has experienced a net inflow of 24.79 million CNY from major funds, with significant buying and selling activity from large orders [1]. - The stock has appeared on the "龙虎榜" (a trading leaderboard) nine times this year, with the most recent appearance on December 3, showing a net buy of -93.44 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Inspur Software reported a revenue of 727 million CNY, a year-on-year decrease of 29.61%, and a net profit attributable to shareholders of -211 million CNY, down 122.78% [2]. - The company has distributed a total of 234 million CNY in dividends since its A-share listing, with 21.07 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Inspur Software had 66,500 shareholders, a decrease of 6.32% from the previous period, with an average of 4,871 circulating shares per person, an increase of 6.74% [2]. - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 2.35 million shares as a new shareholder, while 财通资管数字经济混合发起式A remains the fourth-largest with 2.16 million shares unchanged [3]. Group 4: Business Overview - Inspur Software, established on November 7, 1994, and listed on September 23, 1996, is primarily engaged in software development and system integration for digital government, tobacco, and other industries [1]. - The company's main business revenue composition is 99% from software and system integration, with 1% from other sources [1].

Group 1 - The core viewpoint of the news is that Guotou Intelligent has shown fluctuations in stock performance, with a current price of 14.53 yuan per share and a market capitalization of 12.488 billion yuan [1] - As of December 10, 2025, Guotou Intelligent reported a revenue of 795 million yuan, a year-on-year decrease of 11.39%, and a net profit attributable to shareholders of -366 million yuan, a year-on-year decrease of 51.16% [2] - The company has a diverse revenue structure, with electronic data forensics contributing 37.02%, public safety big data 35.83%, digital government and enterprise digitalization 22.66%, and new network security 4.49% [1] Group 2 - Guotou Intelligent is classified under the software development industry, specifically in vertical application software, and is associated with concepts such as operating systems, metaverse, state-owned cloud, vocational education, and AI-generated video [2] - The company has distributed a total of 554 million yuan in dividends since its A-share listing, with 38.6765 million yuan distributed in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include Southern CSI 1000 ETF and Harvest Information Industry Stock A, with changes in their holdings noted [3]

截至9月30日，中国电信股东户数27.37万，较上期增加22.83%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，中国电信实现营业收入3942.70亿元，同比增长0.59%；归母净利润307.73亿元，同比增 长5.03%。 中国电信今年以来股价跌4.41%，近5个交易日涨0.30%，近20日跌3.07%，近60日跌2.06%。 资料显示，中国电信股份有限公司位于北京市西城区金融大街31号，成立日期2002年9月10日，上市日 期2021年8月20日，公司主营业务涉及中国电信股份有限公司是一家主要从事电信及相关业务的投资控 股公司。该公司提供综合资讯服务,包括固网与移动电信服务、互联网接入服务、资讯服务和其他增值 服务。该公司主要在中国国内市场开展业务。主营业务收入构成为：移动通信服务收入39.56%，产业 数字化服务收入27.78%，固网及智慧家庭服务收入23.80%，出售商品及其他收入7.54%，其他服务收入 1.32%。 中国电信所属申万行业为：通信-通信服务-电信运营商。所属概念板块包括：国资云、数字经济、AI模 型、智慧城市、字节跳动概念等。 12月22日，中国电信盘中下跌2.06 ...

Core Viewpoint - The A-share market showed a mixed performance on December 10, with the Shanghai Composite Index declining by 0.23% while the Shenzhen Component Index increased by 0.29, indicating a divergence in market sentiment [1] Market Performance - The total trading volume in the Shanghai and Shenzhen markets was 1.78 trillion yuan, a decrease of approximately 125.4 billion yuan compared to the previous trading day [1] - A total of 2,341 stocks rose while 2,658 stocks fell, with declining stocks slightly outnumbering rising ones [1] Popular Stocks - The top ten popular stocks included Yonghui Supermarket, Vanke A, Haima Automobile, Longzhou Co., Aerospace Development, Tiantong Co., Zhongke Shuguang, Hainan Development, Dongbai Group, and Tefa Information [1][2] Stock Analysis - Yonghui Supermarket is undergoing transformation by adopting the "Pang Donglai" model amid ongoing operational pressures, supported by innovative retail policies and significant buying from well-known funds [3] - Vanke A benefits from low-interest loans from its major shareholder, enhancing its debt structure and business development, with active market participation reflected in a net purchase of 1.47 billion yuan [3] - Haima Automobile is positively impacted by the implementation of policies related to the Hainan Free Trade Port, with significant advancements in its new energy vehicle segment [3] - Longzhou Co. is driven by multiple catalysts, including hydrogen energy policies and government compensation for land acquisition, contributing to its profitability [3] - Aerospace Development is involved in low-orbit satellite projects, benefiting from dual policy and industry catalysts [4] - Tiantong Co. is positioned in several hot market areas, including PCB and lithium batteries, with successful production of lithium niobate chips [4] - Zhongke Shuguang is gaining attention due to its major asset restructuring and alignment with AI and liquid cooling server trends [4] - Hainan Development and Dongbai Group are influenced by favorable policies related to the Hainan Free Trade Port, while Tefa Information benefits from trends in AI computing and digital infrastructure [5]

盘面上，AI应用股集体下挫，Sora概念、Kimi概念及AI语料等方向领跌，福石控股跌逾12%；快手概念 走低，新华都跌逾9%；国资云概念下挫，浪潮软件跌停；虚拟数字人、互联网服务及文化传媒等板块 跌幅居前。另外，培育钻石板块走高，黄河旋风涨停；强寒潮来袭华北等地气温"断崖式"下跌，煤炭板 块走强，大有能源、安泰集团等多股涨停；风电设备板块拉升，大金重工涨停；中药、流感、航空机场 及供销社概念等涨幅居前。(格隆汇) | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3878.00 | 12955.25 | 1392.49 | | -19.71 -0.51% -101.45 -0.78% -5.65 -0.40% | | | | 科创50 | 创业板指 | 万得全A | | 1308.37 | 3036.79 6179.29 | | | -11.79 -0.89% -34.36 -1.12% -45.08 -0.72% | | | | 沪深300 | 中证500 中证A500 | | | 4531.05 6996.36 5440.62 | | | | -23.29 -0. ...

Core Viewpoint - The stock of Inspur Information has experienced fluctuations, with a recent decline of 2.00%, and the company has shown a year-to-date stock price increase of 18.35% [1] Financial Performance - For the period from January to September 2025, Inspur Information achieved a revenue of 120.67 billion yuan, representing a year-on-year growth of 45.16%. The net profit attributable to shareholders was 1.48 billion yuan, reflecting a growth of 14.51% [2] Stock Market Activity - As of December 2, the stock price was 61.21 yuan per share, with a total market capitalization of 901.09 billion yuan. The trading volume was 9.93 billion yuan, with a turnover rate of 1.09% [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on September 25, where it recorded a net purchase of 686 million yuan [1] Shareholder Information - As of November 20, the number of shareholders for Inspur Information was 370,000, with an average of 3,974 circulating shares per person [2] - The top ten circulating shareholders include significant institutional investors, with notable reductions in holdings for several ETFs [3]

Market Overview - On December 1, A-shares opened high and rose significantly, with the Shanghai Composite Index up 0.65% to 3914.01 points, the Shenzhen Component Index up 1.25% to 13146.72 points, and the ChiNext Index up 1.31% to 3092.5 points. The total trading volume in the Shanghai and Shenzhen markets reached 1.87 trillion yuan, with nearly 3400 stocks rising [1] Hot Sectors Consumer Electronics - The consumer electronics sector saw a collective surge, particularly in AI mobile phone concepts, with stocks like ZTE Corporation, Tianyin Holdings, and Daoming Optics hitting the daily limit. The release of a mobile assistant technology preview by Doubao, which is collaborating with multiple phone manufacturers, contributed to this momentum [2] Film and Television - The film and television sector strengthened, with China Film hitting the daily limit for the second consecutive day. The success of "Zootopia 2," which broke the single-day box office record for imported films in China, is seen as a positive indicator for the industry, suggesting a year of improvement in animation films [3] Metals - Precious metals, particularly silver, experienced a significant rise, with silver prices reaching historical highs. The dovish signals from multiple Federal Reserve officials and expectations of a rate cut have bolstered the demand for precious metals [4] Commercial Aerospace - The commercial aerospace sector remained active, with stocks like Qianzhao Optoelectronics reaching new highs. The establishment of a dedicated regulatory body for commercial aerospace by the National Space Administration marks a new phase for the industry, indicating a dual focus on demand and supply [5] Institutional Insights - CITIC Securities noted that the market is exhibiting characteristics of a slow bull market, with reduced volatility and improved Sharpe ratios. However, significant changes in domestic demand are necessary to unlock market potential. The focus should be on resource and traditional manufacturing sectors [6] - CITIC Jiantou suggested that any short-term declines could present better investment opportunities, with a focus on the upcoming Federal Reserve meeting and the Central Economic Work Conference for potential market movements. The anticipated cross-year market rally is attributed to several factors, including liquidity improvements from potential rate cuts [7] - Huazheng Securities expects continued high-level fluctuations in December, with a lack of significant events to drive risk appetite. The focus should be on sectors with clear trends, such as AI, while maintaining patience for future investment opportunities [7]

Core Viewpoint - The stock of Fenghuo Communication has shown a significant increase in price and trading activity, indicating positive market sentiment despite a decline in revenue for the year [1][2]. Company Performance - As of December 1, Fenghuo Communication's stock price rose by 2.01% to 23.32 CNY per share, with a total market capitalization of 30.05 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 20.95%, with a recent 5-day increase of 5.57%, but a decline of 3.95% over the last 20 days and 14.98% over the last 60 days [1]. - For the period from January to September 2025, Fenghuo Communication reported a revenue of 17.072 billion CNY, a year-on-year decrease of 19.30%, while the net profit attributable to shareholders increased by 30.28% to 513 million CNY [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Fenghuo Communication was 119,300, a decrease of 6.90% from the previous period, with an average of 9,928 circulating shares per shareholder, an increase of 9.08% [2]. - The company has distributed a total of 3.791 billion CNY in dividends since its A-share listing, with 494 million CNY distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 21.3305 million shares, an increase of 5.5716 million shares from the previous period [3]. - The Southern CSI 500 ETF ranked as the fourth-largest circulating shareholder with 11.1020 million shares, an increase of 0.5396 million shares [3].

Core Viewpoint - Ruijie Networks has shown significant stock performance with a year-to-date increase of 47.25%, despite recent fluctuations in the market [2] Group 1: Stock Performance - As of November 26, Ruijie Networks' stock price increased by 2.12% to 75.30 CNY per share, with a trading volume of 5.58 billion CNY and a market capitalization of 598.98 billion CNY [1] - The stock has experienced a 10.36% increase over the last five trading days, but a decline of 4.49% over the last 20 days and 15.33% over the last 60 days [2] Group 2: Financial Performance - For the period from January to September 2025, Ruijie Networks reported a revenue of 10.68 billion CNY, reflecting a year-on-year growth of 27.50%, and a net profit attributable to shareholders of 680 million CNY, which is a 65.26% increase year-on-year [2] - The company has distributed a total of 1.117 billion CNY in dividends since its A-share listing [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Ruijie Networks increased by 34.36% to 34,200, while the average number of tradable shares per shareholder decreased by 25.57% to 2,788 shares [2] - The top circulating shareholder is Dongfang Alpha Advantage Industry Mixed A, holding 3.2388 million shares, with no change from the previous period [3]