12月18日，华胜天成盘中下跌2.01%，截至14:24，报16.60元/股，成交6.38亿元，换手率3.48%，总市值 182.02亿元。 资金流向方面，主力资金净流出4689.83万元，特大单买入1756.14万元，占比2.75%，卖出3344.39万 元，占比5.24%；大单买入1.00亿元，占比15.67%，卖出1.31亿元，占比20.53%。 今年以来华胜天成已经43次登上龙虎榜，最近一次登上龙虎榜为11月24日，当日龙虎榜净买入1.78亿 元；买入总计5.16亿元 ，占总成交额比10.51%；卖出总计3.38亿元 ，占总成交额比6.88%。 华胜天成今年以来股价涨129.50%，近5个交易日跌5.79%，近20日跌25.63%，近60日跌25.49%。 资料显示，北京华胜天成科技股份有限公司位于北京市海淀区西北旺东路10号院东区23号楼北京华胜天 成科研大楼，成立日期1998年11月30日，上市日期2004年4月27日，公司主营业务涉及通讯软件的技术 开发、技术咨询、技术服务、技术培训;承接通讯软件应用系统集成;销售开发后产品、计算机软硬件及 外围设备、通信设备;电子商务服务。 责任编辑：小浪快报 ...

3、2025年8月27日互动易：公司深入研究机密计算，参与了全球计算联盟发起的《机密计算白皮书》编 写，提供了技术和解决方案。近年来，公司与华为多方面合作，目前已完成基于鲲鹏CPU的可信执行环 境（TEE）的密码产品的研制，并获得商用密码产品认证二级密码证书。公司基于鲲鹏TEE可信执行环 境的机密计算解决方案，深度融合鲲鹏硬件级安全能力，实现密钥在可信环境中的全生命周期管理、核 心密码运算及传统密码应用场景，破解了数据流通与数据保护的矛盾，构建自主创新的密码安全基座。 该方案目前已经服务于部分金融客户。 公司和华为昇腾方面的合作主要是人工智能方向的探索和实 践，进行大模型的训练及应用部署验证。 4、信安世纪是科技创新型的信息安全产品和解决方案提供商，以密码技术为基础支撑，致力于解决网 络环境中的身份安全、通信安全和数据安全等信息安全问题。在信息技术互联网化、移动化和云化的发 展趋势下，公司形成了身份安全、通信安全、数据安全、移动安全、云安全和平台安全六大产品系列。 5、2025年9月8日互动易：信安世纪在数字人民币相关领域涉及技术主要包括身份认证、数据加密、通 信加密、PKI/CA、密钥管理以及区块链、隐私计 ...

Core Viewpoint - The stock of Lihexing has experienced significant fluctuations, with a year-to-date increase of 154.70% but a recent decline of 12.89% over the past five trading days [2]. Group 1: Stock Performance - As of December 2, Lihexing's stock price was 29.80 CNY per share, with a market capitalization of 6.966 billion CNY [1]. - The stock has seen a trading volume of 318 million CNY and a turnover rate of 5.58% [1]. - Year-to-date, the stock has been on the leaderboard 13 times, with the most recent appearance on October 14, where it recorded a net buy of -12.1162 million CNY [2]. Group 2: Financial Performance - For the period from January to September 2025, Lihexing reported a revenue of 327 million CNY, a year-on-year decrease of 8.85%, and a net profit attributable to shareholders of -65.883 million CNY, a decrease of 529.94% [2]. - Cumulative cash dividends since the A-share listing amount to 27.27 million CNY, with 11.6872 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 46,000, up by 168.43%, while the average circulating shares per person decreased by 62.75% to 4,112 shares [2]. - The top ten circulating shareholders saw a change, with Penghua Carbon Neutral Theme Mixed A exiting the list [3]. Group 4: Business Overview - Lihexing, established on January 9, 2006, and listed on June 29, 2021, is based in Longhua District, Shenzhen, and specializes in the research, production, and sales of automation and intelligent equipment [2]. - The company's revenue composition includes 43.58% from intelligent manufacturing equipment, 31.43% from electronic components, and 23.82% from specialized accessories [2].

12月2日，润和软件盘中下跌2.01%，截至10:41，报50.83元/股，成交5.69亿元，换手率1.43%，总市值 404.82亿元。 资金流向方面，主力资金净流出1.04亿元，特大单买入919.87万元，占比1.62%，卖出5359.40万元，占 比9.43%；大单买入1.09亿元，占比19.10%，卖出1.68亿元，占比29.55%。 润和软件今年以来股价涨1.60%，近5个交易日跌4.63%，近20日跌19.39%，近60日跌23.45%。 资料显示，江苏润和软件股份有限公司位于江苏省南京市雨花台区软件大道168号，成立日期2006年6月 29日，上市日期2012年7月18日，公司主营业务涉及向国际国内客户提供软件、智能终端产品销售、外 购软硬件产品销售等信息技术服务。主营业务收入构成为：金融科技业务51.99%，智能物联业务 34.71%，智慧能源信息化10.37%，智能供应链信息化2.05%，房屋租赁收入及其他0.89%。 润和软件所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：华为欧拉、阿里云、华为 昇思、华为昇腾、华为鲲鹏等。 机构持仓方面，截止2025年9月30日，润和软 ...

Core Viewpoint - The stock of Gaoxin Technology Group Co., Ltd. has experienced fluctuations, with a recent decline of 2.06% and a total market capitalization of 9.905 billion yuan. The company has shown a year-to-date stock price increase of 4.01% but a decline of 6.86% over the past 60 days [1]. Company Overview - Gaoxin Technology Group Co., Ltd. was established on November 14, 1997, and went public on July 28, 2010. The company specializes in the research, production, sales, and service of communication base station and machine room operation and maintenance management systems [2]. - The company's main products include communication base station operation and maintenance information systems and energy-saving systems, with applications in vehicle networking, security, finance, and satellite communication [2]. - The revenue composition of the company includes 57.90% from vehicle-mounted terminals, with specific contributions from automotive products (36.05%), smart legal and video cloud (27.08%), and other segments [2]. Financial Performance - For the period from January to September 2025, Gaoxin achieved operating revenue of 1.318 billion yuan, representing a year-on-year growth of 39.02%. The net profit attributable to shareholders was 63.5543 million yuan, reflecting a significant increase of 238.18% [2]. - The company has distributed a total of 181 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Gaoxin was 89,000, a decrease of 7.67% from the previous period. The average circulating shares per person increased by 8.31% to 17,313 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 32.5522 million shares, an increase of 13.8752 million shares from the previous period. Additionally, the fund "Guangfa Quantitative Multi-Factor Mixed A" is a new shareholder, holding 4.9736 million shares [3].

Core Viewpoint - ZTE Information's stock price has increased by 94.25% year-to-date, with a recent decline of 2.06% on November 28, 2023, indicating volatility in the market [1] Company Overview - Jiangsu ZTE Information Technology Co., Ltd. was established on May 12, 2008, and went public on December 9, 2019. The company focuses on cloud computing equipment core firmware and cloud platform technology [1] - The main revenue sources are: core firmware business (35.09%), cloud services (33.64%), and PB business (27.98%), with IoT cloud services contributing 22.80% and enterprise cloud services 10.84% [1] Financial Performance - For the period from January to September 2025, ZTE Information reported revenue of 263 million yuan, a year-on-year increase of 8.03%, and a net profit attributable to shareholders of 44.6 million yuan, reflecting a significant growth of 122.02% [2] - Cumulative cash dividends since the A-share listing amount to 74.25 million yuan, with 35.75 million yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 8.61% to 8,970, while the average circulating shares per person decreased by 7.93% to 13,505 shares [2] - Notable institutional shareholders include: - Second largest: Fortune New Emerging Industries Stock A (001048) with 2.0493 million shares - Fifth largest: Nuoan Active Return Mixed A (001706) with 1.2645 million shares, down by 196,300 shares from the previous period - Seventh largest: Debon Stable Growth Flexible Allocation Mixed A (004260) as a new shareholder with 902,200 shares [3]

Core Viewpoint - Zhuoyi Information's stock price has experienced fluctuations, with a year-to-date increase of 78.95% but a recent decline in the last 20 and 60 days [1][2]. Financial Performance - For the period from January to September 2025, Zhuoyi Information achieved a revenue of 263 million yuan, representing a year-on-year growth of 8.03% [2]. - The net profit attributable to the parent company for the same period was 44.6 million yuan, showing a significant year-on-year increase of 122.02% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 8.61% to 8,970, while the average circulating shares per person decreased by 7.93% to 13,505 shares [2]. - The company has distributed a total of 74.25 million yuan in dividends since its A-share listing, with 35.75 million yuan distributed over the past three years [3]. Stock Performance and Market Activity - On November 20, Zhuoyi Information's stock fell by 2.08%, trading at 61.74 yuan per share, with a market capitalization of 7.479 billion yuan [1]. - The stock has seen a net outflow of 1.85 million yuan in principal funds, with large orders accounting for 14.98% of purchases and 19.28% of sales [1]. Business Overview - Zhuoyi Information, established on May 12, 2008, and listed on December 9, 2019, focuses on cloud computing equipment core firmware and cloud platform technology [1]. - The revenue composition includes 35.09% from core firmware business, 33.64% from cloud services, and 27.98% from PB business, with IoT cloud services contributing 22.80% [1].

Core Viewpoint - The company, JiuLian Technology, is actively engaged in the development of computing power infrastructure and is a partner of Huawei Ascend in the APN program [1] Group 1 - The company is focusing on various aspects of computing power infrastructure, including computing power servers, edge computing intelligent terminals, and computing power networks and scheduling [1]

Core Viewpoint - The company, Jiulian Technology (688609.SH), is actively engaged in the development of computing power infrastructure and is a partner of Huawei Ascend in the APN program [1] Group 1 - The company is focusing on various aspects of computing power infrastructure, including but not limited to computing power servers, edge computing intelligent terminals, and computing power networks and scheduling [1]

Core Insights - The stock price of ZTE Information has decreased by 2.04% to 62.30 CNY per share, with a total market capitalization of 7.547 billion CNY [1] - The company has seen a year-to-date stock price increase of 80.57%, but a decline of 21.04% over the past 60 days [1] - ZTE Information's main business segments include core firmware for cloud computing devices (35.09%), cloud services (33.64%), and PB business (27.98%) [1] Financial Performance - For the period from January to September 2025, ZTE Information reported a revenue of 263 million CNY, representing a year-on-year growth of 8.03% [2] - The net profit attributable to the parent company was 44.6007 million CNY, showing a significant increase of 122.02% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 74.2472 million CNY, with 35.7468 million CNY distributed in the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 8.61% to 8,970, while the average circulating shares per person decreased by 7.93% to 13,505 shares [2] - Notable institutional shareholders include FuGuo New Emerging Industries Stock A/B and DeBang Stable Growth Flexible Allocation Mixed A, with changes in their holdings [3]