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麒麟信安:公司和银河麒麟V11没有关系 和麒麟软件存在业务往来
Xin Lang Cai Jing· 2025-08-26 06:49
国产软件概念走强,消息面上,由麒麟软件有限公司开发的新一代中国操作系统银河麒麟V11正式发 布。记者以投资者身份拨打相关概念股电话,麒麟信安(688152)回应称,公司和银河麒麟V11没有关 系,两家公司同属一个行业,存在业务往来,也存在一定的竞争关系,麒麟信安也加入了"开放麒 麟"(openKylin)社区。中国长城(000066)回应称,两家公司的大股东都是中国电子,属于兄弟公 司,但没有业务合作。 (智通财经) ...
刚刚,逆转了
Zhong Guo Ji Jin Bao· 2025-08-26 05:04
【导读】A股三大指数震荡翻红,华为概念、游戏、化纤等板块领涨 截至午间收盘,上证指数涨0.11%,深证成指涨0.73%,创业板指涨0.21%。 微盘股表现活跃,中小100指数逆市涨超1%。微盘股指数涨近1%。 盘面上热点较为杂乱。华为概念、猪肉、游戏、化纤等板块涨幅居前,稀土永磁、创新药、银行、半导体、机器人板块跌幅居前。 沪深两市半日成交额达1.67万亿元,较上个交易日缩量近4000亿元。个股涨多跌少,市场共3321只个股上涨,1942只个股下跌,其中69只个股涨停。 华为概念股集体爆发 8月26日上午,华为概念股领涨市场,华为鲲鹏指数盘中涨超2%,华为鸿蒙指数同样强势拉涨,涨幅达2.54%。 成份股表现活跃,君逸数码(301172)20cm涨停,拓维信息(002261)10cm涨停,航天宏图涨超11%,*ST东通(300379)、华丰科技涨超7%,常山北 明(000158)等跟涨。 基金君和大家一起关注A股大事件! 8月26日上午,A股三大指数低开回调,临近午盘震荡翻红,半日实现逆转。 8月26日,全新一代中国操作系统——银河麒麟操作系统V11在2025中国操作系统产业大会正式发布。 上午,卫星导航、卫星 ...
多股20%涨停!这一赛道,集体大爆发!
(原标题:多股20%涨停!这一赛道,集体大爆发!) 国产软件概念股早间集体爆发,多股20%涨停。游戏股早间逆市高开高走,三七互娱开盘仅约3分钟就封死涨停。 今日早盘,A股小幅震荡,上证指数、深证成指、中证500等低开高走,盘中均再创阶段性新高,科创50、北证50则微幅飘绿。市场量能有所萎 缩,但不到1小时成交仍超过万亿元。 盘面上,养殖业、游戏、国产软件、航天装备等板块涨幅居前,医疗服务、稀有金属、电机制造、半导体等板块跌幅居前。 国产软件市场前景巨大 国产软件概念股早间大幅走强,板块指数一度快速拉升创10年新高。开普云连续第2日20%一字涨停,正元智慧、君逸数码亦20cm封板,航天宏 图、中电鑫龙、能科科技、天融信等逾10股也强势涨停或涨超10%。 今日,"2025中国操作系统产业大会"在北京中关村国际创新中心开幕。据官方介绍,大会举办期间将进一步展示中国操作系统在能源、水利、金 融、医疗、教育等行业的最新应用案例。大会特设银河麒麟操作系统 V11 新品互动体验区,集中呈现国产软硬件协同优化的突破性进展与领先成 果。 此外,飞腾、鲲鹏、海光、兆芯、龙芯、申威六大国产芯片厂商,中国长城、联想开天、华为擎云、软 ...
突然暴拉!601929 尾盘“地天板”!
Zheng Quan Shi Bao· 2025-08-21 09:21
Market Overview - The A-share market experienced strong fluctuations on August 21, with the Shanghai Composite Index nearing 3,800 points, reaching a 10-year high, and closing up 0.13% at 3,771.1 points [2] - The Shenzhen Component Index slightly decreased by 0.06% to 11,919.76 points, while the ChiNext Index fell by 0.47% to 2,595.47 points [2] - The total trading volume in the Shanghai and Shenzhen markets was 24,608 billion yuan, showing a slight increase compared to the previous day [2] Sector Performance - Over 3,000 stocks in the market were in the red, with the semiconductor sector declining significantly; Dongxin Co. fell over 12%, and other companies like Chipone Technology and Nanchip Technology dropped over 5% [2] - The AI industry chain stocks collectively fell, with companies like Feilong Co., Tenglong Co., and Jintian Co. hitting the daily limit down, while Industrial Fulian dropped over 5% [2][8] - Resource stocks, including oil, electricity, coal, and gas, saw a collective rise, with companies like Quanyou Co. and Anyuan Coal Industry hitting the daily limit up [2] Notable Stocks - Domestic software stocks surged, with Beixin Source hitting the daily limit up with a 20% increase, and ZTE Corporation also seeing a significant rise of over 6% [4][6] - Ji Shi Media experienced a dramatic "地天板" (ground-to-sky) performance, closing at the daily limit after previously hitting the limit down [11][12] AI Industry Insights - The National Development and Reform Commission reported that by the end of 2024, China's software revenue is expected to grow by 80% compared to 2020, with the electronic information manufacturing industry's added value increasing by over 70% [6] - The daily average consumption of tokens in AI applications has surged from 1 trillion to over 30 trillion in just one and a half years, indicating rapid growth in AI application scale [6] AI Sector Decline - AI-related stocks, including Huaguang New Materials and Tongfei Co., saw declines exceeding 10%, with several companies hitting the daily limit down [8][9]
腾讯李强:国产软件不是“消费降级”,2025年产业迎爆发临界点
Tai Mei Ti A P P· 2025-05-15 00:44
图片系AI生成 "软件竞争不仅是产品,更是生态的竞争。构建一个技术领先、能力共享、优势互补的优良生态,更有 利于进一步加快国产数字化的进程。"5月13日消息,在腾讯云融合创新峰会现场,腾讯集团副总裁、政 企业务总裁李强表示。 自2020年融合创新产业进入规模化推广阶段以来,国家政策持续加码。政策支持不仅体现在明确的时间 点上,例如央国企在2027年底实现信息化系统100%自主创新,同时国家也通过财政补贴、税收减免、 专项基金等方式,鼓励相关产业采购国产软硬件。 "我不认为目前融合创新还有大的困难点,从技术上已经解决了难题,财政问题也有国家政策补贴,我 国融合创新产业已经形成了从基础软硬件到核心应用系统的完备生态体系。"李强说,"2025年,将是产 业爆发的临界点。" 国产软件不是"消费降级",AI驱动新需求 "DeepSeek火了之后,越来越多的企业,特别是政务部门、央国企开始考虑接入大模型,大家的共识 是,应该基于国产化的方式来做",李强表示。 一方面,这是确保技术自主性与数据安全的必然要求;另一方面,OpenAI 等国际头部大模型并不对中 国市场开放,进一步推动了本土化解决方案的需求。同时,大模型的落地应 ...
龙虎榜 | 贝因美反包涨停,三游资激烈博弈!机构、章盟主齐抛售潍柴重机
Ge Long Hui A P P· 2025-04-16 10:04
Market Overview - On April 16, the Shanghai Composite Index rose by 0.26%, while the Shenzhen Component Index fell by 0.85%, and the ChiNext Index decreased by 1.21% [1] - The total market turnover reached 1.14 trillion yuan, an increase of 30.6 billion yuan compared to the previous day, with over 4,300 stocks declining [1] - Sectors such as precious metals, consumer goods, port shipping, and logistics showed significant gains [1] Stock Performance - Notable stocks included Guofang Group, Lianyungang, and Beingmate, which exhibited rebound trends, with Taimushi achieving a five-day limit-up streak [3] - The top gainers included: - Wo Technology: +20.02% at 28.24 yuan - Chuangke Technology: +20.00% at 24.18 yuan - Danfeng Information: +20.00% at 15.48 yuan [4] - Lianyungang's stock price increased by 9.95% to 6.52 yuan, with a turnover of 1.9 billion yuan [14] Institutional Trading - The top net buying stocks by institutions included: - Beingmate: 119 million yuan - Lianyungang: 55.8 million yuan - Hengfeng Information: 55.3 million yuan [5] - The top net selling stocks were: - Weichai Heavy Machinery: 181 million yuan - Huqin Technology: 122 million yuan - Southern Precision: 98.7 million yuan [6] Company Highlights - Beingmate focuses on infant formula, nutritional rice flour, and other infant food products, with plans to expand into adult nutrition products [13] - Lianyungang is positioned as a key transportation hub under the Jiangsu Coastal Development Plan, enhancing its role in international logistics [18][19] - Hengfeng Information specializes in smart governance and AI solutions, with a focus on enhancing public service efficiency [24] Trading Trends - The stock market saw significant volatility, with some stocks experiencing sharp declines, such as Weichai Heavy Machinery, which fell by 10.00% [9] - The trading activity indicated a mixed sentiment among investors, with some stocks like Beingmate and Lianyungang attracting substantial interest while others faced selling pressure [30][32]