Company Overview - Taiji Computer Co., Ltd. is located in Beijing and was established on October 10, 1987, with its listing date on March 12, 2010. The company specializes in providing industry solutions and services, IT consulting services, and value-added IT product services [1] - The main business revenue composition includes: Industry Solutions 56.99%, Digital Infrastructure 14.66%, Proprietary Software Products 14.14%, Cloud and Data Services 13.01%, and Others 1.20% [1] Financial Performance - As of August 29, the number of shareholders for Taiji increased to 57,000, a rise of 2.40% from the previous period, with an average of 10,893 circulating shares per person, down by 2.35% [2] - For the first half of 2025, Taiji achieved operating revenue of 3.782 billion yuan, a year-on-year increase of 44.69%, and a net profit attributable to shareholders of 9.6467 million yuan, up 106.07% year-on-year [2] Stock Performance - On September 22, Taiji's stock price rose by 2.00%, reaching 27.54 yuan per share, with a trading volume of 134 million yuan and a turnover rate of 0.79%, resulting in a total market capitalization of 17.164 billion yuan [1] - Year-to-date, Taiji's stock price has increased by 16.75%, with a 1.66% rise over the last five trading days, a 7.61% decline over the last 20 days, and an 18.06% increase over the last 60 days [1] Shareholder Information - Since its A-share listing, Taiji has distributed a total of 1.191 billion yuan in dividends, with 284 million yuan distributed in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 10.2397 million shares, an increase of 2.3256 million shares from the previous period. The Southern CSI 1000 ETF is the ninth-largest shareholder, holding 4.0254 million shares as a new shareholder [3]

Company Overview - Shenzhen Sanda Industrial Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on December 4, 1993. The company was listed on October 28, 1993. Its main business includes logistics transportation, warehousing, electronic manufacturing (mainly railway GSM-R terminals, commercial and tax control cash registers, power supplies, and LED lighting), trade services, and real estate [2]. Business Performance - For the first half of 2025, Shenzhen Sanda achieved operating revenue of 23.434 billion yuan, a year-on-year decrease of 29.52%. The net profit attributable to the parent company was -97.4891 million yuan, a year-on-year decrease of 157.29% [2]. - The company's main business revenue composition is as follows: high-tech industry engineering services 92.43%, digital heating and new energy services 4.70%, digital and information services 2.26%, and other industrial services 0.61% [2]. Stock Performance - As of September 22, the stock price of Shenzhen Sanda A increased by 2.36%, reaching 23.02 yuan per share, with a trading volume of 1.27 billion yuan and a turnover rate of 0.52%. The total market capitalization is 26.196 billion yuan [1]. - Year-to-date, the stock price has risen by 31.39%, with a slight decline of 0.60% over the last five trading days and a decrease of 7.85% over the last 20 days. However, it has increased by 13.79% over the last 60 days [1]. - The stock has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on August 1, where it recorded a net purchase of 193 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders of Shenzhen Sanda A was 66,800, a decrease of 11.78% from the previous period. The average circulating shares per person increased by 91.51% to 16,316 shares [2]. - The company has distributed a total of 911 million yuan in dividends since its listing, with 353 million yuan distributed in the last three years [3]. Institutional Holdings - As of June 30, 2025, notable changes in the top ten circulating shareholders include the exit of Hong Kong Central Clearing Limited, Nuoan Active Return Mixed A (001706), and Southern CSI 500 ETF (510500) from the list [3].

Company Overview - Daily Interactive Co., Ltd. is located in Hangzhou, Zhejiang Province, established on December 7, 2010, and listed on March 25, 2019. The company specializes in big data-based mobile internet comprehensive services, providing technical services for mobile application developers, mobile internet marketing services for advertisers, and data services for other vertical clients [2]. Business Performance - As of June 30, 2025, Daily Interactive reported a revenue of 218 million yuan, a year-on-year increase of 0.67%. However, the net profit attributable to shareholders was -31.89 million yuan, a decrease of 869.01% compared to the previous year [2]. - The company's main business revenue composition is as follows: data services account for 86.32%, developer services 11.06%, and others 2.62% [2]. Stock Performance - On September 22, Daily Interactive's stock price increased by 2.18%, reaching 41.79 yuan per share, with a trading volume of 287 million yuan and a turnover rate of 1.93%, resulting in a total market capitalization of 16.497 billion yuan [1]. - Year-to-date, the stock price has risen by 186.04%, but it has seen a decline of 1.44% over the last five trading days and a 12.24% drop over the last 20 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Daily Interactive was 103,100, a decrease of 17.18% from the previous period. The average circulating shares per person increased by 20.74% to 3,449 shares [2]. - The company has distributed a total of 78.81 million yuan in dividends since its A-share listing, with 19.61 million yuan distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 3.51 million shares, a decrease of 1.5496 million shares from the previous period [3].

Company Overview - Runhe Software, established on June 29, 2006, and listed on July 18, 2012, is located in Nanjing, Jiangsu Province. The company provides software and information technology services, including sales of intelligent terminal products and outsourced hardware and software products [1] - The main business revenue composition includes: Financial Technology 52.01%, Intelligent IoT 35.43%, Smart Energy Informatization 11.67%, and Others 0.89% [1] Stock Performance - As of September 19, Runhe Software's stock price decreased by 2.01%, trading at 59.60 CNY per share, with a total market capitalization of 47.466 billion CNY [1] - Year-to-date, the stock price has increased by 19.13%, with a recent decline of 0.53% over the last five trading days and an 8.08% drop over the last 20 days [1] Financial Performance - For the first half of 2025, Runhe Software reported a revenue of 1.747 billion CNY, representing a year-on-year growth of 10.55%. However, the net profit attributable to shareholders decreased by 29.43% to 59.818 million CNY [2] - Cumulative cash dividends since the A-share listing amount to 322 million CNY, with no dividends paid in the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 6.27% to 230,200, while the average number of circulating shares per person increased by 6.69% to 3,378 shares [2] - The top shareholders include E Fund's ChiNext ETF, holding 19.026 million shares (a decrease of 486,100 shares), and Southern CSI 500 ETF, holding 11.802 million shares (an increase of 160,100 shares) [3]

Company Overview - Jinqiao Information Co., Ltd. is located in Xuhui District, Shanghai, and was established on August 17, 1994. The company was listed on May 28, 2015. Its main business includes smart scene solutions, smart building solutions, and big data and cloud platform services [1]. - The revenue composition of Jinqiao Information is as follows: smart scene solutions account for 51.82%, smart building solutions for 26.73%, and big data and cloud platform services for 21.45% [1]. Financial Performance - For the first half of 2025, Jinqiao Information achieved operating revenue of 273 million yuan, representing a year-on-year growth of 50.65%. However, the net profit attributable to shareholders was -40.71 million yuan, an increase of 24.18% year-on-year [2]. - Since its A-share listing, Jinqiao Information has distributed a total of 178 million yuan in dividends, with 21.92 million yuan distributed over the past three years [3]. Stock Performance - As of September 19, Jinqiao Information's stock price was 18.02 yuan per share, with a market capitalization of 6.585 billion yuan. The stock has increased by 41.67% year-to-date, but has seen a decline of 1.74% over the last five trading days, 8.76% over the last 20 days, and 10.66% over the last 60 days [1]. - The stock has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on May 15, where it recorded a net buy of -82.28 million yuan [1]. Shareholder Structure - As of June 30, 2025, Jinqiao Information had 68,600 shareholders, a decrease of 10.58% from the previous period. The average number of circulating shares per person increased by 11.49% to 5,324 shares [2]. - Notable institutional shareholders include: - FuGuo New Emerging Industries Stock A/B (001048) as the third-largest shareholder with 7.8524 million shares, a new entry - HuaAn Media Internet Mixed A (001071) as the fifth-largest shareholder with 5.7334 million shares, also a new entry - Financial Capital Asset Management Digital Economy Mixed Initiation A (017483) as the sixth-largest shareholder with 5.4919 million shares, a new entry [3].

Group 1 - The core viewpoint of the news is that Shenzhen Sanda Industrial Co., Ltd. (深桑达A) has experienced fluctuations in its stock price and significant changes in its financial performance, with a notable decline in revenue and profit in the first half of 2025 [1][2][3] - As of September 19, the stock price of 深桑达A decreased by 2.01% to 22.48 CNY per share, with a total market capitalization of 25.581 billion CNY [1] - The company has seen a year-to-date stock price increase of 28.31%, but it has declined by 3.89% in the last five trading days and 8.51% in the last 20 days [1] Group 2 - The main business segments of 深桑达A include logistics transportation, warehousing, electronic manufacturing, and real estate, with high-tech industry engineering services accounting for 92.43% of revenue [2] - As of June 30, 2025, the company reported a revenue of 23.434 billion CNY, a year-on-year decrease of 29.52%, and a net profit attributable to shareholders of -97.4891 million CNY, a decrease of 157.29% [2] - The company has distributed a total of 9.11 billion CNY in dividends since its listing, with 3.53 billion CNY distributed in the last three years [3]

Core Viewpoint - Taiji Co., Ltd. has shown a mixed performance in stock price and financial metrics, with a notable increase in revenue and profit year-on-year, indicating potential growth opportunities in the IT services sector [1][2]. Financial Performance - As of August 29, 2023, Taiji Co., Ltd. reported a revenue of 3.782 billion yuan for the first half of 2025, representing a year-on-year growth of 44.69% [2]. - The net profit attributable to shareholders for the same period was 9.6467 million yuan, reflecting a significant increase of 106.07% year-on-year [2]. - The company has distributed a total of 1.191 billion yuan in dividends since its A-share listing, with 284 million yuan distributed over the last three years [3]. Stock Market Activity - On September 19, 2023, Taiji Co., Ltd.'s stock price increased by 2.02%, reaching 27.31 yuan per share, with a trading volume of 173 million yuan and a turnover rate of 1.03% [1]. - The company’s market capitalization stood at 17.02 billion yuan [1]. - Year-to-date, the stock price has risen by 15.78%, but it has seen a decline of 0.51% over the last five trading days and a 9.09% drop over the last 20 days [1]. Shareholder Information - As of August 29, 2023, the number of shareholders for Taiji Co., Ltd. was 57,000, an increase of 2.40% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 2.35% to 10,893 shares [2]. - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 10.2397 million shares, an increase of 2.3256 million shares from the previous period [3].

Core Viewpoint - Tongdahai's stock price has shown volatility, with a year-to-date increase of 7.26% but a recent decline in the last 5 and 20 trading days, indicating potential market concerns or shifts in investor sentiment [2]. Financial Performance - For the first half of 2025, Tongdahai reported revenue of 153 million yuan, a year-on-year decrease of 14.93%, and a net profit attributable to shareholders of -44.03 million yuan, down 20.23% year-on-year [2]. - Cumulative cash distribution since the A-share listing amounts to 80.5 million yuan [3]. Stock Market Activity - As of September 18, Tongdahai's stock price was 30.72 yuan per share, with a market capitalization of 2.968 billion yuan [1]. - The stock has experienced significant trading activity, with a net outflow of 4.38 million yuan in principal funds on September 18, and a notable presence on the "龙虎榜" (Dragon and Tiger List) three times this year, with the latest on September 1, where net buying was -137 million yuan [2]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 3.28% to 11,900, while the average circulating shares per person decreased by 3.17% to 3,873 shares [2]. - The top ten circulating shareholders saw a change, with the "交银科技创新灵活配置混合A" fund exiting the list [3]. Business Overview - Tongdahai, established on March 23, 1995, specializes in providing information technology solutions for electronic government services, with its main revenue sources being application software services (55.95%), judicial auxiliary services (28.55%), application software development (13.46%), and system integration (2.04%) [2]. - The company operates within the "Computer - Software Development - Vertical Application Software" sector and is associated with concepts such as Huawei Kunpeng, data elements, smart governance, Huawei Ascend, and domestic software [2].

Company Overview - Jinqiao Information Co., Ltd. is located in Xuhui District, Shanghai, established on August 17, 1994, and listed on May 28, 2015. The company specializes in smart scene solutions, smart building solutions, and big data and cloud platform services [1][2]. Financial Performance - For the first half of 2025, Jinqiao Information achieved operating revenue of 273 million yuan, representing a year-on-year growth of 50.65%. However, the net profit attributable to shareholders was -40.71 million yuan, an increase of 24.18% year-on-year [2]. - Since its A-share listing, Jinqiao Information has distributed a total of 178 million yuan in dividends, with 21.92 million yuan distributed over the past three years [3]. Stock Performance - As of September 18, Jinqiao Information's stock price increased by 2.04%, reaching 18.97 yuan per share, with a total market capitalization of 6.932 billion yuan. The stock has risen 49.14% year-to-date [1]. - The stock has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on May 15, where it recorded a net buy of -82.28 million yuan [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 10.58% to 68,600, while the average circulating shares per person increased by 11.49% to 5,324 shares [2]. - Notable new institutional shareholders include FuGuo New Industry Stock A/B and HuaAn Media Internet Mixed A, among others [3]. Industry Classification - Jinqiao Information is classified under the Shenwan industry as part of the Computer-IT Services II-IT Services III sector, with involvement in concepts such as data rights confirmation, smart governance, online education, blockchain, and financial technology [2].

9月18日，彩讯股份盘中上涨2.13%，截至11:29，报27.36元/股，成交3.34亿元，换手率2.86%，总市值 123.45亿元。 资金流向方面，主力资金净流出1594.88万元，特大单买入1311.22万元，占比3.93%，卖出1753.33万 元，占比5.25%；大单买入7769.90万元，占比23.28%，卖出8922.67万元，占比26.74%。 彩讯股份今年以来股价涨26.22%，近5个交易日涨3.28%，近20日跌6.43%，近60日涨4.15%。 今年以来彩讯股份已经1次登上龙虎榜，最近一次登上龙虎榜为1月27日。 彩讯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：知识产权、AIAgent（智 能体）、华为鲲鹏、数据要素、智慧政务等。 截至8月29日，彩讯股份股东户数4.59万，较上期增加0.88%；人均流通股9466股，较上期减少0.87%。 2025年1月-6月，彩讯股份实现营业收入9.20亿元，同比增长17.72%；归母净利润1.35亿元，同比增长 14.74%。 分红方面，彩讯股份A股上市后累计派现3.20亿元。近三年，累计派现2.11亿元。 机构持仓方面 ...