| 基金简称 PK | | | 最新净值 1 = 3 = 9 | | | --- | --- | --- | --- | --- | | 1 | 德邦稳盈增 ... A | 1.0056 | 6.85% ⭐ | | | | 004260 | 2025-11-24 | | | | 2 | 德邦稳盈增 ... C | 0.9933 | 6.85% | 7 | | | 018463 | 2025-11-24 | | | | 3 | 长盛航天海 ... A 000535 | 1.7138 2025-11-24 | 5.67% | 7 | | 4 | 长盛航天海 ... C | 1.6938 | 5.66% | 8 | | | 018075 | 2025-11-24 | | | | 5 | 申万菱信乐 ... 合 1.1202 012051 | 2025-11-24 | 5.63% | 8 | | 6 | 申万菱信数 ... A 018048 | 1.2031 2025-11-24 | 5.40% | 8 | | 7 | 申万菱信数 ... C 018049 | 1.1908 2025-11-24 | 5.39% | ...

赛意信息今年以来股价涨26.75%，近5个交易日跌2.87%，近20日跌9.21%，近60日跌25.39%。 截至9月30日，赛意信息股东户数3.90万，较上期增加6.40%；人均流通股8448股，较上期减少6.52%。 2025年1月-9月，赛意信息实现营业收入15.01亿元，同比减少11.96%；归母净利润2761.47万元，同比减 少70.83%。 分红方面，赛意信息A股上市后累计派现2.62亿元。近三年，累计派现1.24亿元。 机构持仓方面，截止2025年9月30日，赛意信息十大流通股东中，华安中小盘成长混合（040007）位居 第十大流通股东，持股431.12万股，相比上期增加98.24万股。 今年以来赛意信息已经3次登上龙虎榜，最近一次登上龙虎榜为3月31日，当日龙虎榜净买入1.28亿元； 买入总计3.01亿元 ，占总成交额比14.87%；卖出总计1.74亿元 ，占总成交额比8.57%。 资料显示，广州赛意信息科技股份有限公司位于广东省广州市天河区珠江西路17号4501室，成立日期 2005年1月10日，上市日期2017年8月3日，公司主营业务涉及提供企业信息化解决方案及服务。主营业 务收入构成为 ...

责任编辑：小浪快报 资料显示，中控技术股份有限公司位于浙江省杭州市滨江区六和路309号，成立日期1999年12月7日，上 市日期2020年11月24日，公司主营业务涉及面向流程工业为主的工业企业提供以自动化控制系统为核 心,涵盖工业软件、自动化仪表及运维服务的智能制造产品及解决方案,赋能用户提升自动化、数字化、 智能化水平,实现工业生产自动化控制和智能化管理。主营业务收入构成为：工业自动化及智能制造解 决方案58.43%，仪器仪表17.66%，S2B业务10.80%，工业软件7.62%，运维服务4.43%，其他(补 充)1.06%。 中控技术所属申万行业为：机械设备-自动化设备-工控设备。所属概念板块包括：工业软件、AI模型、 新型工业化、DeepSeek概念、人形机器人等。 截至9月30日，中控技术股东户数4.38万，较上期增加9.67%；人均流通股17893股，较上期减少8.75%。 2025年1月-9月，中控技术实现营业收入56.54亿元，同比减少10.78%；归母净利润4.32亿元，同比减少 39.78%。 分红方面，中控技术A股上市后累计派现18.22亿元。近三年，累计派现15.16亿元。 机构持仓 ...

Core Viewpoint - Zhongkong Technology's stock price has experienced a decline, with a current trading price of 49.17 yuan per share and a market capitalization of 38.903 billion yuan, reflecting a net outflow of funds and a decrease in stock performance over various time frames [1][2]. Company Overview - Zhongkong Technology Co., Ltd. is based in Hangzhou, Zhejiang Province, and was established on December 7, 1999. The company went public on November 24, 2020. Its main business involves providing automation control systems and intelligent manufacturing solutions primarily for process industries [1]. - The revenue composition of Zhongkong Technology includes: Industrial Automation and Intelligent Manufacturing Solutions (58.43%), Instruments and Meters (17.66%), S2B Business (10.80%), Industrial Software (7.62%), Operation and Maintenance Services (4.43%), and Others (1.06%) [1]. Financial Performance - For the period from January to September 2025, Zhongkong Technology reported a revenue of 5.654 billion yuan, a year-on-year decrease of 10.78%. The net profit attributable to shareholders was 432 million yuan, down 39.78% compared to the previous year [2]. - Since its A-share listing, Zhongkong Technology has distributed a total of 1.822 billion yuan in dividends, with 1.516 billion yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders of Zhongkong Technology increased to 43,800, representing a 9.67% rise. The average circulating shares per person decreased by 8.75% to 17,893 shares [2]. - The top ten circulating shareholders include various ETFs, with notable changes in holdings, such as E Fund's holdings decreasing by 3.3223 million shares and Huaxia's holdings decreasing by 1.2681 million shares [3].

11月19日，国睿科技盘中上涨2.10%，截至10:42，报27.29元/股，成交1.29亿元，换手率0.39%，总市值 338.90亿元。 资金流向方面，主力资金净流入164.00万元，特大单买入238.35万元，占比1.85%，卖出492.55万元，占 比3.82%；大单买入2141.09万元，占比16.60%，卖出1722.89万元，占比13.36%。 国睿科技今年以来股价涨38.02%，近5个交易日涨2.75%，近20日跌4.58%，近60日跌3.40%。 资料显示，国睿科技股份有限公司位于江苏省南京市建邺区江东中路359号国睿大厦1号楼，成立日期 1994年6月28日，上市日期2003年1月28日，公司主营业务涉及空管雷达、气象雷达及应用系统、轨道交 通信号系统、微波器件、特种电源等产品的研发、生产、调试、销售以及相关服务。主营业务收入构成 为：雷达装备及相关系统90.07%，智慧轨交5.11%，工业软件及智能制造4.82%。 分红方面，国睿科技A股上市后累计派现11.73亿元。近三年，累计派现5.40亿元。 机构持仓方面，截止2025年9月30日，国睿科技十大流通股东中，华夏军工安全混合A（002 ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of HKD 12.00 [3][5]. Core Insights - The company is focusing on research and development of large models, AI-native software, and AI intelligence as its core development direction. The management expects cloud services to maintain a revenue growth of 20% annually, while overall core business revenue is projected to grow by 15% annually [3]. - The company has introduced a new software product, "浪潮海岳 inSuite by DELMIAWorks," aimed at the discrete manufacturing industry, which integrates various core business functions for digital transformation [2]. - The company plans to expand its overseas enterprise service market, starting with SaaS services for Southeast Asian companies next year, which is expected to become a second growth curve for the company [3]. Financial Summary - For FY25E, the net profit is projected to be RMB 522 million, representing a year-on-year increase of 35.6%, and for FY26E, it is expected to reach RMB 624 million, a 19.5% increase. The compound annual growth rate (CAGR) for net profit from FY25E to FY27E is estimated at 19.1% [3][4]. - The company’s revenue for FY23 was RMB 8,294 million, with a growth rate of 19.1%. For FY24, revenue is expected to decrease slightly to RMB 8,201 million, followed by a recovery to RMB 8,758 million in FY25 [4][8]. - The diluted earnings per share (EPS) for FY25E is projected at RMB 0.457, increasing to RMB 0.546 in FY26E and RMB 0.648 in FY27E [4][8].

假设于本公布日期至配售事项完成期间本公司已发行股本并无变动，则配售事项下的配售股份最高数目 占本公布日期本公司现有已发行股本约5.87%；及经配发及发行配售股份扩大后本公司已发行股本约 5.54%。每股配售股份7.30港元的配售价较最后交易日联交所所报每股股份7.83港元的收市价折让约 6.77%。 智通财经APP获悉，浪潮数字科技(00596)早盘涨超5%，截至发稿，涨2.94%，报8.06港元，成交额 1786.12万港元。 消息面上，11月16日，浪潮数字企业发布公告，于2025年11月14日(联交所交易时段后)，配售代理与本 公司订立配售协议，作为本公司代理，在配售协议所载条款及条件规限下，配售代理同意尽力促使不少 于六名承配人(其本身及其最终实益拥有人均须为独立第三方)按每股配售股份7.30港元的配售价认购最 多6763.4万股配售股份。 配售事项的所得款项净额将用于：约70%(相当于约342.70百万港元)用于补充本集团在人工智能、云及 工业软件等领域研发投入、业务扩张及增长计划所需的长期资金；及约30%(相当于约146.87百万港元) 用于补充本公司的一般营运资金。 ...

Group 1 - The company, Inspur Digital Enterprise (00596), announced a plan to place up to 67.63 million new shares at a price of HKD 7.3 per share [1] - The maximum number of shares to be placed represents approximately 5.87% of the company's existing issued share capital [1] - The total expected proceeds from the placement are approximately HKD 494 million, with net proceeds estimated at around HKD 490 million [1] Group 2 - The placement price reflects a discount of about 6.77% compared to the last closing price of HKD 7.83 and a discount of approximately 9.85% compared to the average closing price of HKD 8.1 over the last five trading days [1] - The proceeds from the placement will be used to enhance research and development investments in areas such as artificial intelligence, cloud computing, and industrial software, as well as for general working capital [1]

Core Viewpoint - Inspur Digital Enterprise (00596.HK) announced a placement agreement to issue up to 67.634 million shares at a price of HKD 7.30 per share, representing a discount of approximately 6.77% from the last closing price of HKD 7.83 [1] Group 1: Placement Details - The placement agent, Xingzheng International, has agreed to facilitate the placement to at least six independent third-party subscribers [1] - The maximum number of shares to be placed represents about 5.87% of the company's existing issued share capital as of the announcement date [1] - The expected total gross proceeds from the placement are approximately HKD 494 million, with net proceeds estimated at around HKD 490 million [1] Group 2: Use of Proceeds - Approximately 70% of the net proceeds will be allocated to support long-term funding for research and development in artificial intelligence, cloud, and industrial software sectors, as well as business expansion and growth plans [1] - The remaining 30% of the net proceeds will be used to supplement the company's general working capital [1]

Group 1 - The core viewpoint of the news is that Dongtu Technology's stock has experienced fluctuations, with a year-to-date increase of 84.67% but a recent decline in the last five trading days by 3.64% [1] - As of November 14, Dongtu Technology's stock price is 21.20 yuan per share, with a market capitalization of 13.036 billion yuan [1] - The company has seen a net outflow of main funds amounting to 16.6873 million yuan, with significant selling pressure observed [1] Group 2 - Dongtu Technology, established on March 27, 2000, specializes in the research, production, and sales of hardware devices in the industrial control network field [2] - The company's main business revenue composition includes 68.97% from industrial network communication, 20.05% from intelligent controllers and solutions, and 10.98% from industrial operating systems and related software services [2] - As of September 30, the number of shareholders is 58,700, a decrease of 9.62% from the previous period, while the average circulating shares per person increased by 10.88% [2] Group 3 - Dongtu Technology has distributed a total of 107 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]