马云搭档虞锋重出江湖，3亿押注以太坊， 招揽猛将，业绩飙升142%。 以下文章来源于棱镜 ，作者温世君 棱镜 . 腾讯新闻出品栏目，《棱镜》聚焦泛财经深度记录。 云锋系与阿 里系并无 直接 的 股权隶属，但云锋金融前些年在资本市场上，也略有沉寂。 不过 最 近 又 "卷土重来" 了 。 文 ｜ 温世君 编辑 ｜ 孙春芳 来源｜ 棱镜（id:lengjing_qqfinance） 封面来源 ｜ IC photo "马云和虞锋，他们是会下金蛋的鸡。"15年前，在云锋基金成立酒会上，前中国首富、新希望集团创始人刘永好如此评价两位创始人。 8月28日，云锋金融发布2025年中期业绩，归母净利润4.86亿港元，较去年同期大幅增长142%。这也是自2015年云锋系从香港"壳王"高振顺手中收购瑞东 集团、将其更名为云锋金融在港股借壳上市，以及2017年又在上市公司体系内注入美国万通保险亚洲有限公司以来，云锋金融交出的最好一份中期业绩。 9月2日，云锋金融就曾发布自愿性公告称，自7月14日官宣布局数字货币等领域以来，已用内部现金4400万美元，购了1万枚以太坊作为战略储备资产。 作为曾经的亚洲首富，马云的庞大产业版图里，云锋 ...

（责任编辑：贺翀 ） 比特币一度涨至近四周高点117308美元，现报117175美元/枚。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Core Viewpoint - North Trust Source's stock has shown a significant increase in price and trading activity, indicating positive market sentiment despite a decline in revenue and profit for the first half of 2025 [1][2]. Company Overview - Beijing North Trust Source Software Co., Ltd. was established on May 28, 1996, and listed on September 12, 2012. The company specializes in the research, production, sales, and technical services of information security software products, serving key national industries such as government, military, finance, and energy [2]. - The revenue composition of North Trust Source includes 51.85% from software products, 22.30% from technical services, 16.47% from system integration, and 9.37% from other sources [2]. - The company is categorized under the computer software development industry, with concepts including digital currency, data elements, blockchain, smart governance, and Huawei Kunpeng [2]. Financial Performance - For the first half of 2025, North Trust Source reported an operating income of 108 million yuan, a year-on-year decrease of 53.72%, and a net profit attributable to shareholders of -97.11 million yuan, a decrease of 47.94% year-on-year [2]. - Since its A-share listing, North Trust Source has distributed a total of 117 million yuan in dividends, with no dividends paid in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders of North Trust Source increased to 100,200, up by 4.21% from the previous period, with an average of 12,744 circulating shares per person, a decrease of 4.04% [2]. - The top ten circulating shareholders include Southern CSI 1000 ETF, which holds 13.37 million shares, and Huaxia CSI 1000 ETF, holding 7.89 million shares, both showing increases in holdings compared to the previous period [3].

Core Viewpoint - Jinzheng Technology Co., Ltd. has shown a mixed performance in stock price and financial metrics, with a notable decline in revenue but an increase in net profit year-on-year [2][3]. Financial Performance - As of June 30, 2025, Jinzheng reported a revenue of 1.208 billion yuan, a year-on-year decrease of 48.55% [2]. - The company recorded a net profit attributable to shareholders of -38.83 million yuan, which represents a year-on-year increase of 51.95% [2]. Stock Market Activity - On September 17, 2023, Jinzheng's stock price increased by 2.00%, reaching 19.89 yuan per share, with a trading volume of 336 million yuan and a turnover rate of 1.82% [1]. - The stock has seen a year-to-date increase of 15.37%, with a slight increase of 0.96% over the last five trading days, but a decrease of 1.58% over the last 20 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 31.64% to 90,600, while the average circulating shares per person decreased by 24.04% to 10,446 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with varying changes in their holdings [3]. Business Overview - Jinzheng's main business includes providing comprehensive technical solutions to clients in the securities, funds, banks, futures, trusts, exchanges, and regulatory agencies sectors, as well as engaging in digital economy projects with government and internet companies [2]. - The revenue composition is as follows: customized services (45.26%), software (36.55%), hardware (15.00%), and technology park leasing (3.19%) [2]. Dividend Information - Since its A-share listing, Jinzheng has distributed a total of 518 million yuan in dividends, with 83.17 million yuan distributed over the past three years [3].

Core Viewpoint - Guangdian Yuntong's stock price has shown a positive trend with a year-to-date increase of 22.08%, despite a slight decline over the past 20 days [1][2] Financial Performance - For the first half of 2025, Guangdian Yuntong achieved a revenue of 5.275 billion yuan, representing a year-on-year growth of 12.07%, while the net profit attributable to shareholders decreased by 6.49% to 466 million yuan [2] - The company has distributed a total of 4.886 billion yuan in dividends since its A-share listing, with 1.49 billion yuan distributed over the last three years [3] Shareholder Information - As of September 10, 2025, the number of shareholders for Guangdian Yuntong was 104,100, a decrease of 1.47% from the previous period, with an average of 23,849 circulating shares per shareholder, an increase of 1.49% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 30.426 million shares, a decrease of 19.297 million shares from the previous period [3] Market Activity - On September 17, Guangdian Yuntong's stock rose by 2.04%, reaching 13.99 yuan per share, with a trading volume of 224 million yuan and a turnover rate of 0.66% [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 190 million yuan on February 26, accounting for 18.58% of total trading volume [1]

Core Viewpoint - Cuitui Co., Ltd. has shown a significant increase in stock price and trading activity, indicating strong market interest and potential growth opportunities in the retail sector [1][2]. Company Summary - Cuitui Co., Ltd. is located in Haidian District, Beijing, and was established on January 23, 2003. The company was listed on May 3, 2012, and its main business includes department store retail and third-party payment services [1]. - The revenue composition of Cuitui Co., Ltd. is as follows: 64.75% from card acquiring services, 18.68% from department store operations, 7.44% from supermarket operations, 5.40% from leasing services, 3.32% from other services, and 0.40% from property services [1]. Financial Performance - As of June 30, 2025, Cuitui Co., Ltd. reported a revenue of 1.12 billion yuan, a year-on-year decrease of 4.12%. The net profit attributable to the parent company was -203 million yuan, reflecting a year-on-year increase of 14.94% [2]. - The company has cumulatively distributed 625 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Cuitui Co., Ltd. was 112,200, an increase of 99.29% compared to the previous period. The average circulating shares per person decreased by 49.82% to 5,815 shares [2]. - Notable shareholders include Hong Kong Central Clearing Limited, which is the fourth-largest shareholder with 7.61 million shares, and Huabao Zhongzheng Financial Technology Theme ETF, which is the seventh-largest shareholder with 3.24 million shares, having increased its holdings by 152,700 shares [3].

Core Viewpoint - Zhongke Jiangnan's stock price has shown volatility, with a year-to-date decline of 13.62% and a recent increase of 4.26% over the last five trading days, indicating potential market interest despite overall downward trends [1]. Group 1: Stock Performance - As of September 16, Zhongke Jiangnan's stock price was 23.98 CNY per share, with a market capitalization of 8.461 billion CNY [1]. - The company experienced a net outflow of 113,900 CNY in principal funds, with significant buying and selling activity from large orders [1]. - The stock has seen a decline of 9.61% over the past 20 days and 9.20% over the past 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Zhongke Jiangnan reported a revenue of 240 million CNY, a year-on-year decrease of 33.98%, and a net profit attributable to shareholders of -48.448 million CNY, reflecting a significant decline of 246.75% [2]. Group 3: Shareholder Information - As of September 10, the number of shareholders for Zhongke Jiangnan was 22,400, a decrease of 0.31% from the previous period, with an average of 14,687 circulating shares per shareholder, an increase of 0.31% [2]. - The company has distributed a total of 473 million CNY in dividends since its A-share listing [3]. - Notable changes in institutional holdings include an increase in shares held by Hong Kong Central Clearing Limited and the entry of new shareholders such as Southern CSI 1000 ETF [3].

Company Overview - Shenzhen Winsun Technology Co., Ltd. is located in Futian District, Shenzhen, Guangdong Province, and was established on September 3, 2001. The company went public on January 27, 2014. It specializes in providing comprehensive IT solutions for asset management and custody services to financial institutions and their high-end clients [1]. - The company's main business revenue consists of service fees (55.06%) and custom software development and sales (44.94%) [1]. Financial Performance - As of June 30, 2025, Winsun reported a revenue of 578 million yuan, a year-on-year decrease of 7.84%. The net profit attributable to shareholders was -79.18 million yuan, down 46.22% year-on-year [2]. - Since its A-share listing, Winsun has distributed a total of 687 million yuan in dividends, with 105 million yuan distributed over the past three years [3]. Stock Market Activity - On September 16, Winsun's stock price increased by 2.02%, reaching 23.68 yuan per share, with a trading volume of 457 million yuan and a turnover rate of 2.95%. The total market capitalization is 17.784 billion yuan [1]. - Year-to-date, Winsun's stock price has decreased by 14.08%, with a 1.76% increase over the last five trading days, an 8.78% decrease over the last 20 days, and a 3.86% decrease over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Winsun is 130,100, a decrease of 6.52% from the previous period. The average number of circulating shares per person is 5,084, an increase of 5.84% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 10.6614 million shares, an increase of 5.828 million shares from the previous period. Huabao CSI Financial Technology Theme ETF ranks seventh, holding 5.0906 million shares, an increase of 284,100 shares [3]. Industry Classification - Winsun is classified under the Shenwan industry category of Computer-Software Development-Vertical Application Software. It is associated with concepts such as Huawei Kunpeng, Web3, digital currency, interconnected finance, and financial technology [1].

Core Viewpoint - Hebei Huijin Group Co., Ltd. is planning to acquire a 20% stake in Cooper New Energy, ensuring that voting rights will not fall below 51% through the transfer of at least 31% of voting rights from existing shareholders [1] Group 1: Investor Relations Activity - The investor relations activity was an earnings briefing held on September 15, 2025, via an online platform [1] - Key personnel present included General Manager Jiao Guiting, CFO Tian Liandong, and Board Secretary Liu Feihu [1] Group 2: Acquisition Plans - The company intends to proceed with the acquisition of Cooper New Energy in compliance with legal and disclosure obligations, with specific terms still under negotiation [1] - The company has not provided a clear response regarding the valuation basis for the acquisition [1] Group 3: Business Operations and Strategy - The company does not currently engage in stablecoin business and is focusing on high-end manufacturing as a core area for future growth [1] - Plans to enhance asset management, including accounts receivable and inventory, to improve cash flow stability [1] - The company aims to deepen its core business and introduce strategic investors to optimize its capital structure by 2025 [1] Group 4: Financial Health and Market Position - The company reported a net asset value of 202.0 million yuan for 2025 and is focused on maintaining a positive net asset position [1] - Management emphasizes improving competitiveness and profitability as key priorities to enhance stock performance [1]

Group 1: Acquisition and Financial Strategy - The company plans to acquire 20% of Cooper New Energy's shares through cash payment, ensuring control with at least 51% voting rights [1] - The company emphasizes compliance with information disclosure obligations regarding the acquisition process [4] - As of June 30, 2025, the company's net assets stood at 202 million yuan, with a focus on improving asset management to enhance financial performance [11] Group 2: Business Development and Market Position - The company aims to strengthen its core business and explore new fields such as renewable energy and artificial intelligence [3] - The management is committed to enhancing operational efficiency and product development to improve overall performance [11] - The company is focused on optimizing its capital structure by introducing strategic investors and upgrading its governance system [3] Group 3: Investor Relations and Market Response - The company acknowledges that stock price fluctuations are influenced by market conditions and investor sentiment [9] - There are currently no undisclosed plans for share reduction or major contract signings since July 1 [4][5] - The management encourages investors to make informed decisions and be aware of market risks [10]