10月9日，美利云盘中上涨2.12%，截至13:05，报12.52元/股，成交1.29亿元，换手率1.50%，总市值 87.05亿元。 资金流向方面，主力资金净流入154.48万元，特大单买入351.82万元，占比2.73%，卖出931.68万元，占 比7.22%；大单买入3302.46万元，占比25.61%，卖出2568.12万元，占比19.91%。 美利云今年以来股价涨9.34%，近5个交易日跌0.87%，近20日跌6.01%，近60日跌1.80%。 资料显示，中冶美利云产业投资股份有限公司位于宁夏回族自治区中卫市工业园区凤云路以北美利云誉 成云创中卫数据中心，成立日期1998年5月28日，上市日期1998年6月9日，公司主营业务涉及数据中心 业务,光伏业务,造纸业务。主营业务收入构成为：云业务92.68%，光伏发电5.92%，彩色纸1.23%，其他 (补充)0.17%。 责任编辑：小浪快报 美利云所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：国资云、小盘、大数据、云 计算、融资融券等。 截至6月30日，美利云股东户数9.29万，较上期减少1.02%；人均流通股7487股，较上期增加1 ...

今年以来铜牛信息已经2次登上龙虎榜，最近一次登上龙虎榜为3月13日。 10月9日，铜牛信息盘中上涨2.09%，截至13:03，报47.31元/股，成交1.17亿元，换手率1.82%，总市值 66.61亿元。 资金流向方面，主力资金净流入482.54万元，特大单买入479.92万元，占比4.10%，卖出185.92万元，占 比1.59%；大单买入2444.69万元，占比20.88%，卖出2256.15万元，占比19.27%。 铜牛信息今年以来股价涨33.98%，近5个交易日跌1.56%，近20日跌1.83%，近60日涨5.82%。 截至6月30日，铜牛信息股东户数3.12万，较上期减少16.58%；人均流通股4423股，较上期增加 19.88%。2025年1月-6月，铜牛信息实现营业收入1.05亿元，同比减少10.80%；归母净利润-3581.65万 元，同比增长10.64%。 分红方面，铜牛信息A股上市后累计派现1357.58万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，铜牛信息十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股33.50万股，为新进股东。永赢科技驱动 ...

9月29日，杭钢股份盘中上涨2.03%，截至11:06，报10.06元/股，成交6.50亿元，换手率1.96%，总市值 339.75亿元。 资金流向方面，主力资金净流出4640.56万元，特大单买入3277.58万元，占比5.04%，卖出6413.44万 元，占比9.87%；大单买入1.18亿元，占比18.21%，卖出1.33亿元，占比20.53%。 杭钢股份今年以来股价涨110.46%，近5个交易日涨5.12%，近20日跌4.10%，近60日涨15.50%。 今年以来杭钢股份已经12次登上龙虎榜，最近一次登上龙虎榜为4月16日，当日龙虎榜净买入-5680.64 万元；买入总计1.80亿元 ，占总成交额比5.33%；卖出总计2.37亿元 ，占总成交额比7.02%。 资料显示，杭州钢铁股份有限公司位于浙江省杭州市拱墅区半山路178号，成立日期1998年2月25日，上 市日期1998年3月11日，公司主营业务涉及钢铁及其压延产品的生产和销售、部分原燃材料和钢材的贸 易、环保业务。主营业务收入构成为：废旧物资45.09%，热轧钢材23.34%，原燃料13.77%，OEM钢材 8.15%，金属贸易7.05%，其他1. ...

9月26日，太极股份盘中下跌2.09%，截至09:53，报27.13元/股，成交7639.98万元，换手率0.45%，总市 值169.08亿元。 资金流向方面，主力资金净流出839.20万元，特大单买入285.26万元，占比3.73%，卖出486.77万元，占 比6.37%；大单买入940.19万元，占比12.31%，卖出1577.88万元，占比20.65%。 太极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：数字货币、数据要素、国 资云、应急管理、DRG概念等。 截至8月29日，太极股份股东户数5.70万，较上期增加2.40%；人均流通股10893股，较上期减少2.35%。 2025年1月-6月，太极股份实现营业收入37.82亿元，同比增长44.69%；归母净利润964.67万元，同比增 长106.07%。 分红方面，太极股份A股上市后累计派现11.91亿元。近三年，累计派现2.84亿元。 机构持仓方面，截止2025年6月30日，太极股份十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1023.97万股，相比上期增加232.56万股。南方中证1000ETF（512100 ...

分红方面，太极股份A股上市后累计派现11.91亿元。近三年，累计派现2.84亿元。 9月25日，太极股份盘中上涨2.01%，截至10:29，报27.96元/股，成交1.70亿元，换手率0.99%，总市值 174.26亿元。 资金流向方面，主力资金净流入929.97万元，特大单买入875.89万元，占比5.15%，卖出1184.84万元， 占比6.97%；大单买入4192.63万元，占比24.67%，卖出2953.70万元，占比17.38%。 太极股份今年以来股价涨18.53%，近5个交易日涨4.45%，近20日跌5.57%，近60日涨23.18%。 资料显示，太极计算机股份有限公司位于北京市朝阳区容达路7号院中国电科太极信息产业园，成立日 期1987年10月10日，上市日期2010年3月12日，公司主营业务涉及提供行业解决方案与服务、IT咨询服 务、IT产品增值服务等。主营业务收入构成为：行业解决方案56.99%，数字基础设施14.66%，自主软 件产品14.14%，云与数据服务13.01%，其他1.20%。 太极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：数字货币、数据要素、国 资 ...

Company Overview - Meili Cloud's stock price increased by 2.04% on September 24, reaching 12.48 CNY per share, with a trading volume of 197 million CNY and a turnover rate of 2.29%, resulting in a total market capitalization of 8.677 billion CNY [1] - The company has seen a year-to-date stock price increase of 9.00%, but has experienced a decline of 2.35% over the last five trading days, 14.64% over the last twenty days, and 4.00% over the last sixty days [1] - Meili Cloud has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on June 6, where it recorded a net buy of 69.1213 million CNY [1] Financial Performance - For the first half of 2025, Meili Cloud reported operating revenue of 174 million CNY, a year-on-year decrease of 64.73%, while the net profit attributable to shareholders was 19.8849 million CNY, a significant increase of 660.77% [2] - Cumulative cash dividends since the company's A-share listing amount to 59.484 million CNY, with no dividends distributed in the past three years [3] Shareholder Information - As of June 30, 2025, Meili Cloud had 92,900 shareholders, a decrease of 1.02% from the previous period, with an average of 7,487 circulating shares per shareholder, an increase of 1.03% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 1.8738 million shares, a decrease of 5.767 million shares compared to the previous period [3] Industry Classification - Meili Cloud is classified under the Shenwan industry as part of the Computer-IT Services II-IT Services III sector, with concepts including state-owned cloud, small-cap, big data, margin financing, and IDC (data center) [2]

Core Insights - The film "731" has sparked significant interest in the Chinese film market, contributing to a recovery in the industry and an increase in stock prices of related companies [1][2][11] Film Performance - "731" was released on September 18 and broke three historical records for Chinese cinema, including the highest number of screenings on opening day [5] - As of September 22, the film's box office exceeded 12.7 billion yuan [2][6] Company Impact - The film's production involved companies like Changying Group and Poly Film, with Changying Group not being publicly listed but having a related entity, Jishi Media, that has seen a stock price increase of approximately 136% over two months [3][4][7] - Jishi Media's market capitalization rose by about 8.7 billion yuan during this period [4][7] - Other companies like China Film and Tonghong Technology, which have ties to Changying Group, also experienced stock price increases of 39% and 53% respectively, with market capitalizations rising by 8.7 billion yuan and 1.5 billion yuan [11] Industry Trends - The overall Chinese film industry is showing signs of recovery, with a reported 22.9% year-on-year increase in total box office revenue for the first half of 2025 [12]

来源：新浪证券-红岸工作室 9月22日，中国联通涨0.92%，成交额14.45亿元，换手率0.86%，总市值1710.16亿元。 异动分析 国资云+区块链+数据要素+5G+智能家居 1、2022年11月11日公告：公司在新时代下的新价值加快显现。聚焦重点区域，提升算力服务质量和利 用效率，持续丰富云产品品类，联通云加速发展，实现收入人民币 268.7亿元，同比提升 142%；IDC 实现收入人民币 186.1 亿元，同比提升 12.9%。发挥数据治理和数据安全长板优势，建设产品体系，深 耕数字政府、数字金融等重点领域，大数据实现收入人民币27.7 亿元。 2、据Bitcoins Channel报道，中国电商巨头阿里巴巴集团、跨国电信公司中兴、中国联通以及中国工业 和信息化部即将联合起来共同打造一个物联网区块链框架。公司认为，区块链与物联网的结合可以提升 信任、安全加密、成本降低，以及提升操作速度。 3、2023年年报，数据服务方面，公司抢抓"数字中国"建设、"数据要素X"三年行动计划等政策机遇，着 力强化数据产品和能力供给，赋能经济社会全方位数字化转型。依托一点集中和技术领先的大数据能 力，数据服务连续5年行 ...

Core Viewpoint - Hangzhou Steel Co., Ltd. has experienced significant stock price fluctuations and changes in financial performance, indicating potential investment opportunities and risks in the steel industry [1][2]. Financial Performance - As of June 30, 2025, Hangzhou Steel reported a revenue of 29.68 billion yuan, a year-on-year decrease of 11.54%, and a net profit attributable to shareholders of -114 million yuan, a year-on-year decrease of 213.44% [2]. - The company's stock price has increased by 99.79% year-to-date, but it has seen a decline of 4.02% in the last five trading days and 6.56% in the last twenty days [1]. Stock Market Activity - On September 22, 2023, Hangzhou Steel's stock rose by 2.03%, reaching 9.55 yuan per share, with a trading volume of 353 million yuan and a turnover rate of 1.11% [1]. - The company has appeared on the "Dragon and Tiger List" 12 times this year, with the most recent appearance on April 16, 2023, showing a net buy of -56.81 million yuan on that day [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Hangzhou Steel was 229,800, a decrease of 7.34% from the previous period, with an average of 14,697 circulating shares per shareholder, an increase of 7.92% [2]. - The top ten circulating shareholders include Southern CSI 500 ETF and Hong Kong Central Clearing Limited, with varying changes in their holdings [3]. Business Overview - Hangzhou Steel, established on February 25, 1998, primarily engages in the production and sale of steel and its rolled products, with a revenue composition of 45.09% from scrap materials, 23.34% from hot-rolled steel, and other segments [2]. - The company operates within the steel industry, specifically in the sub-sector of general steel and sheet products, and is associated with various concepts such as state-owned assets and digital economy [2]. Dividend Distribution - Since its A-share listing, Hangzhou Steel has distributed a total of 4.29 billion yuan in dividends, with 338 million yuan distributed over the past three years [3].

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]