Group 1: Artificial Intelligence Sector Performance - The artificial intelligence sector showed strong performance in the morning, with the Zhizhu AI direction leading the gains, and the sector index rising over 2% for the sixth consecutive day [6][9] - Notable stocks included BlueFocus, which hit the daily limit of 20%, reaching a new high since November 2015, with a total market value exceeding 40 billion yuan and trading volume surpassing 10.6 billion yuan [2][6] Group 2: New Stock Performance - Hengdong Guang experienced a significant surge upon its listing on the Beijing Stock Exchange, opening with a 1007% increase and peaking at a 1128% rise, making it the second new stock this year to exceed a tenfold increase on its first trading day [3] Group 3: Industry Growth and Projections - Hengdong Guang specializes in the research, manufacturing, and sales of passive optical devices in the optical communication field, with a projected global market size exceeding 50 billion USD by 2025 and a compound annual growth rate of 17% from 2025 to 2030 in China [5] - The company is expected to see a compound annual growth rate of 66.39% in revenue from 2022 to 2024, with a revenue of 1.625 billion yuan in the first nine months of 2025, reflecting a 91.38% year-on-year increase [5] Group 4: Government Initiatives Supporting AI - The establishment of the National AI Application Pilot Base in Hefei aims to integrate domestic computing resources and reduce costs for AI innovation and application, providing comprehensive support for technology validation and product iteration [9] - The Beijing Municipal Health Commission announced policies to support AI applications in healthcare, encouraging collaboration between medical institutions and AI companies [9] - The Ministry of Education plans to advance AI in education, with policies expected next year to promote AI literacy and prepare high-quality talent for the intelligent era [9]

Group 1: Artificial Intelligence Sector - The artificial intelligence sector experienced a collective surge, with the AI marketing leader BlueFocus Technology hitting a 20% limit up, marking a new high since November 2015, with a market capitalization exceeding 40 billion yuan and trading volume surpassing 10.6 billion yuan [1][3] - The AIGC, ChatGPT, multimodal AI, and AI agents concepts also saw significant gains, with multiple stocks such as Wanshili, Fenghuo Communication, Hongying Intelligent, and Zhangyue Technology reaching their daily limit up [3] - The establishment of the National AI Application Pilot Base in Hefei aims to integrate domestic computing power, research, and ecological resources to lower the barriers for AI innovation and application, providing comprehensive support for technology validation and product iteration [3] Group 2: New Stock Performance - The newly listed stock, Hengdong Guang, surged by 1007% on its debut at the Beijing Stock Exchange, reaching a peak increase of 1128%, making it the second stock this year to exceed a tenfold increase on its first trading day [2] - Hengdong Guang specializes in the research, manufacturing, and sales of passive optical devices in the optical communication field, with a projected compound annual growth rate of 66.39% in revenue from 2022 to 2024 [2] - The company's revenue for the first nine months of 2025 was reported at 1.625 billion yuan, reflecting a year-on-year growth of 91.38%, while net profit showed a compound growth rate of 63.31% during the same period [2] Group 3: Education Sector Initiatives - The Ministry of Education plans to advance the integration of artificial intelligence in education, with policies expected to be released next year to promote AI education and applications across different educational stages [4] - The initiative aims to cultivate high-quality talent capable of thriving in an intelligent era by implementing AI literacy education tailored to various educational levels [4] Group 4: Investment Opportunities - CITIC Securities recommends focusing on opportunities in computing power infrastructure and application implementation, highlighting that companies involved in data center construction and operation will directly benefit from the growing demand for AI computing power [5] - Companies that successfully apply AI technology in practical business scenarios and achieve commercial monetization are also deemed worthy of attention [5]

东软集团今年以来股价跌4.71%，近5个交易日涨2.02%，近20日涨0.60%，近60日跌9.80%。 今年以来东软集团已经3次登上龙虎榜，最近一次登上龙虎榜为9月19日，当日龙虎榜净买入1.01亿元； 买入总计1.38亿元 ，占总成交额比51.22%；卖出总计3688.84万元 ，占总成交额比13.66%。 12月31日，东软集团盘中上涨2.12%，截至11:19，报10.12元/股，成交1.39亿元，换手率1.16%，总市值 120.66亿元。 东软集团所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：AIAgent（智能体）、互 联医疗、AIGC概念、数据要素、DRG概念等。 资金流向方面，主力资金净流入877.63万元，特大单买入1355.04万元，占比9.78%，卖出616.23万元， 占比4.45%；大单买入3364.61万元，占比24.29%，卖出3225.79万元，占比23.29%。 资料显示，东软集团股份有限公司位于辽宁省沈阳市浑南新区新秀街2号东软软件园，成立日期1991年6 月17日，上市日期1996年6月18日，公司主营业务涉及公司以软件技术为核心,提供行业解决方案、 ...

12月31日，金山办公盘中上涨2.00%，截至11:17，报311.04元/股，成交10.95亿元，换手率0.77%，总市 值1440.67亿元。 资金流向方面，主力资金净流入2918.21万元，特大单买入2.14亿元，占比19.50%，卖出2.45亿元，占比 22.36%；大单买入3.46亿元，占比31.63%，卖出2.86亿元，占比26.10%。 金山办公今年以来股价涨8.95%，近5个交易日涨2.98%，近20日涨2.49%，近60日跌1.73%。 资料显示，北京金山办公软件股份有限公司位于北京市海淀区小营西路33号金山软件大厦，成立日期 2011年12月20日，上市日期2019年11月18日，公司主营业务涉及从事WPS Office办公软件产品及服务的 设计研发及销售推广。主营业务收入构成为：WPS个人业务65.80%，WPS软件业务20.38%，WPS365业 务11.62%，其他2.19%。 金山办公所属申万行业为：计算机-软件开发-横向通用软件。所属概念板块包括：AIGC概念、国产软 件、华为鸿蒙、信创概念、操作系统等。 截至9月30日，金山办公股东户数3.48万，较上期增加14.09%；人均流 ...

异动分析 数据要素+鸿蒙概念+DeepSeek概念+期货概念+AIGC概念 1、据2022年年报：公司是国内领先的大宗商品信息服务企业，是专注于大宗商品市场数据监测、交易 价格评估及行业数据分析、行业深度研究的专业服务提供商。通过采集大宗商品交易相关数据和信息， 经过集中处理、深度挖掘和全面分析，制作出契合客户需求的信息和数据产品。 来源：新浪证券-红岸工作室 12月30日，卓创资讯跌0.72%，成交额3231.14万元，换手率1.06%，总市值32.25亿元。 主力没有控盘，筹码分布非常分散，主力成交额1230.72万，占总成交额的6.8%。 技术面：筹码平均交易成本为57.58元 2、2024年9月27日互动易回复：公司目前已经开发了鸿蒙版卓创资讯APP和卓创短讯APP，上述应用程 序预计将于近期上线应用市场。 3、2025年02月18日官微：近日，作为领先的大宗商品信息服务商，卓创资讯凭借在技术领域的前瞻性 布局和资源投入，完成DeepSeek系列大模型的本地化部署，成功实现从技术引入到落地应用。 4、2023年7月27日互动易回复：公司红桃3期货端是公司开发的大数据软件客户 端之一，主要针对大宗 商品 ...

截至12月19日，超图软件股东户数4.20万，较上期增加0.00%；人均流通股10439股，较上期增加 0.00%。2025年1月-9月，超图软件实现营业收入9.68亿元，同比增长2.02%；归母净利润4295.57万元， 同比增长63.29%。 12月30日，超图软件盘中下跌2.01%，截至14:00，报17.59元/股，成交1.92亿元，换手率2.47%，总市值 86.68亿元。 资金流向方面，主力资金净流出2548.77万元，特大单买入189.91万元，占比0.99%，卖出1222.65万元， 占比6.36%；大单买入2324.84万元，占比12.09%，卖出3840.87万元，占比19.97%。 超图软件今年以来股价涨3.59%，近5个交易日涨5.33%，近20日跌2.98%，近60日涨4.52%。 资料显示，北京超图软件股份有限公司位于北京市朝阳区酒仙桥北路甲10号院电子城IT产业园107楼6 层，成立日期1997年6月18日，上市日期2009年12月25日，公司主营业务涉及以地理信息基础平台软件 (GIS平台软件)的研发和销售为核心,并围绕地理信息基础平台软件在资源资产、智慧城市、生态环保、 水利 ...

Core Viewpoint - Fuchun Co., Ltd. has shown a significant increase in stock price and trading activity, indicating potential investor interest and market performance [1][2]. Group 1: Stock Performance - As of December 30, Fuchun's stock price increased by 2.43% to 7.16 CNY per share, with a trading volume of 95.98 million CNY and a turnover rate of 1.98%, resulting in a total market capitalization of 4.943 billion CNY [1]. - Year-to-date, Fuchun's stock price has risen by 30.90%, with a recent 5-day increase of 0.28%, a 20-day decline of 10.16%, and a 60-day increase of 9.15% [2]. Group 2: Financial Performance - For the period from January to September 2025, Fuchun achieved a revenue of 288 million CNY, reflecting a year-on-year growth of 50.52%. However, the net profit attributable to shareholders was -9.21 million CNY, which is a year-on-year increase of 78.05% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Fuchun decreased by 26.11% to 47,700, while the average circulating shares per person increased by 35.34% to 14,453 shares [2]. - Fuchun has distributed a total of 92.55 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, Fuchun's fourth-largest circulating shareholder is the Huaxia CSI Animation Game ETF, holding 15.8571 million shares, an increase of 2.6626 million shares from the previous period. The eighth-largest shareholder is the Guotai CSI Animation Game ETF, holding 4.4645 million shares, an increase of 0.4839 million shares [3].

来源：新浪证券-红岸工作室 12月29日，卓创资讯涨1.15%，成交额3759.02万元，换手率1.24%，总市值32.48亿元。 异动分析 数据要素+鸿蒙概念+DeepSeek概念+期货概念+AIGC概念 1、据2022年年报：公司是国内领先的大宗商品信息服务企业，是专注于大宗商品市场数据监测、交易 价格评估及行业数据分析、行业深度研究的专业服务提供商。通过采集大宗商品交易相关数据和信息， 经过集中处理、深度挖掘和全面分析，制作出契合客户需求的信息和数据产品。 2、2024年9月27日互动易回复：公司目前已经开发了鸿蒙版卓创资讯APP和卓创短讯APP，上述应用程 序预计将于近期上线应用市场。 3、2025年02月18日官微：近日，作为领先的大宗商品信息服务商，卓创资讯凭借在技术领域的前瞻性 布局和资源投入，完成DeepSeek系列大模型的本地化部署，成功实现从技术引入到落地应用。 4、2023年7月27日互动易回复：公司红桃3期货端是公司开发的大数据软件客户 端之一，主要针对大宗 商品期货相关产品基本面数据分析，为期货参与者提供相关资讯服务。 5、2023年年报：公司已推出卓创资讯 AI 平台及信息自动化生 ...

12月26日，富春股份盘中下跌2.08%，截至11:19，报7.06元/股，成交1.78亿元，换手率3.62%，总市值 48.74亿元。 资金流向方面，主力资金净流出2916.44万元，特大单买入791.62万元，占比4.44%，卖出2953.53万元， 占比16.57%；大单买入2725.50万元，占比15.29%，卖出3480.03万元，占比19.53%。 富春股份所属申万行业为：传媒-游戏Ⅱ-游戏Ⅲ。所属概念板块包括：AIGC概念、字节跳动概念、影 视传媒、智慧政务、IP概念（谷子经济）等。 截至9月30日，富春股份股东户数4.77万，较上期减少26.11%；人均流通股14453股，较上期增加 35.34%。2025年1月-9月，富春股份实现营业收入2.88亿元，同比增长50.52%；归母净利润-921.41万 元，同比增长78.05%。 富春股份今年以来股价涨29.07%，近5个交易日跌2.89%，近20日跌7.59%，近60日涨5.53%。 今年以来富春股份已经3次登上龙虎榜，最近一次登上龙虎榜为6月11日。 资料显示，富春科技股份有限公司位于福建省福州市鼓楼区铜盘路软件大道89号C区25号楼，成立 ...

福昕软件所属申万行业为：计算机-软件开发-横向通用软件。所属概念板块包括：国产软件、Kimi概 念、AIGC概念、华为鸿蒙、百度概念等。 截至9月30日，福昕软件股东户数8672.00，较上期增加12.80%；人均流通股10544股，较上期减少 11.35%。2025年1月-9月，福昕软件实现营业收入6.76亿元，同比增长32.81%；归母净利润140.51万元， 同比减少96.37%。 分红方面，福昕软件A股上市后累计派现1.69亿元。近三年，累计派现9403.94万元。 机构持仓方面，截止2025年9月30日，福昕软件十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股274.71万股，相比上期减少67.15万股。华夏创新前沿股票A（002980）位居第七大流通股 东，持股82.84万股，为新进股东。兴全合润混合A（163406）、兴全合宜混合A（163417）、富国新兴 产业股票A（001048）退出十大流通股东之列。 12月26日，福昕软件盘中下跌2.05%，截至11:25，报84.53元/股，成交8622.67万元，换手率1.10%，总 市值77.23亿元。 资金流向方面，主力资金净流出6 ...