Core Viewpoint - Hangzhou Douku Software Technology Co., Ltd. has undergone a significant change in its shareholding structure, with Zhejiang Shanzi Super Shadow Technology Co., Ltd. acquiring a 95.5% stake, while OPPO Guangdong Mobile Communication Co., Ltd.'s stake has been reduced from 100% to 4.5% [1] Company Information - Hangzhou Douku Software Technology Co., Ltd. was established in 2019 with a registered capital of approximately 1.869 billion yuan [1] - The company's business scope includes technology development, consulting, and services related to computer hardware and software, internet and mobile internet software products, and electronic products [1][2] - The company is located in Yuhang District, Hangzhou, Zhejiang Province, and has fewer than 50 employees [2] Shareholding Structure - Zhejiang Shanzi Super Shadow Technology Co., Ltd. is the major shareholder with a 95.5% ownership, contributing approximately 1.784 billion yuan [2] - OPPO Guangdong Mobile Communication Co., Ltd. now holds a 4.5% stake, which is valued at around 840.98 million yuan [2][3] Project Information - Hangzhou Douku Software Technology Co., Ltd. is responsible for the OPPO Global Mobile Terminal R&D Headquarters project located in the core area of Future Technology City in Yuhang District [1] - The construction of the OPPO project has been temporarily suspended due to adjustments in the project plan, confirmed to be on hold since November 2024 [1]

证券之星消息，9月25日软件开发板块较上一交易日上涨1.2%，品茗科技领涨。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 6018889 | 品茗科技 | 58.90 | 20.01% | 5.41万 | | 3.13亿 | | 002298 | 中电鑫龙 | 13.79 | 9.97% | 244.59万 | | 32.46亿 | | 300209 | 有棵树 | 6.44 | 9.90% | 77.80万 | | 4.94亿 | | 688615 | 合合信息 | 171.85 | 8.63% | 5.07万 | | 8.59亿 | | 300559 | 佳发教育 | 16.93 | 8.11% | 36.42万 | | 6.14亿 | | 301162 | 国能日新 | 63.85 | 6.63% | 3.73万 | | 2.34亿 | | 600 ...

企查查APP显示，近日，负责OPPO项目的杭州逗酷软件科技有限公司发生工商变更，新增山子高科旗下浙江山子超影科技有限公司为股东，持股95.5%，同 时OPPO广东移动通信有限公司对该公司持股比例由100%降至4.5%。企查查信息显示，该公司成立于2019年，注册资本约18.69亿元，经营范围包含：计算 机软硬件、互联网和移动互联网软件产品、电子产品和移动通信终端设备软、硬件的技术开发、技术咨询与技术服务等。 | 十分号 3 | .com 全国企业信用查询 | 杭州逗酷软件科技有限公司 | × 查一下 | | --- | --- | --- | --- | | 基本信息 41 | | 法律诉讼 1 | 经营风险 经营信息 14 | | 变更记录9 1 ● | | | | | 序号 | 变更日期 | 变更项目 | 变更前 | | 1 | 2025-08-13 | 章程备案 | | | 2 | 2025-08-13 | 投资人变更(包括出资额 | OPPO广东移动通信有限公司 | | | | 、出资方式、出资日期、 | 持股比例:***% | | | | 投资人名称等） | 认缴出资额:*****万 | | 3 | ...

Core Viewpoint - The company plans to orderly allocate overall resources based on the progress of relocating its production and R&D functions from Beijing to Changsha [2] Group 1 - The company responded to investor inquiries on September 25 regarding its relocation plans [2]

2025年9月23日至24日，"新格局新路径——凤凰湾区财经论坛2025"在广州成功举办。论坛汇聚政府官员、各国驻广州总领事、商界领袖和财经领域专家学 者等，共同洞察变局脉络、探寻发展新机遇。活动由凤凰卫视、凤凰网主办，并由中国上市公司协会提供指导支持，广州医药集团有限公司为战略合作伙 伴，华润雪花啤酒超高端品牌"醴"为尊享合作伙伴。 嘉宾大合照 本届论坛包括9月23日的"2025凤凰之星上市公司评选"颁奖典礼以及于9月24日举行的开幕仪式和6场围绕全球经贸、企业全球化、数字经济、人工智能等主 题开展的演讲、对话。 凤凰卫视董事局主席兼行政总裁徐威致开幕词时表示，广州素有"千年商都"的美誉，始终是中国连接世界的重要枢纽。"在当前危机并存、变局交织的时代 背景下，在此举办论坛，正是为了开拓新格局、探索新路径，在多种可能中锚定方向，于多元声音中凝聚共识。"他强调，凤凰卫视以传播中华文化、促进 国际交流为使命，"我们不仅是现场的记录者、故事的讲述者，更是文化的桥梁、合作的信使、前行的同路人。我们愿意与各位合作，以论坛为起点，让沟 通持续发生、让共识照亮前路。" 凤凰卫视董事局主席兼行政总裁徐威致辞 当前，全球经贸格 ...

资金流向方面，主力资金净流入821.61万元，大单买入2255.90万元，占比20.87%，卖出1434.29万元， 占比13.27%。 麦迪科技今年以来股价涨45.62%，近5个交易日涨1.15%，近20日涨0.34%，近60日跌6.96%。 今年以来麦迪科技已经8次登上龙虎榜，最近一次登上龙虎榜为3月10日，当日龙虎榜净买入3115.92万 元；买入总计1.15亿元 ，占总成交额比8.31%；卖出总计8361.32万元 ，占总成交额比6.06%。 9月25日，麦迪科技盘中上涨2.18%，截至13:41，报14.97元/股，成交1.08亿元，换手率2.38%，总市值 45.85亿元。 资料显示，苏州麦迪斯顿医疗科技股份有限公司位于江苏省苏州工业园区归家巷222号，成立日期2009 年8月14日，上市日期2016年12月8日，公司主营业务涉及提供临床医疗管理信息系统(CIS)系列应用软 件和临床信息化的整体解决方案。主营业务收入构成为：自制软件40.39%，运维服务31.55%，医疗服 务21.12%，整体解决方案4.60%，外购软硬件1.95%，其他0.40%。 责任编辑：小浪快报 截至6月30日，麦迪科技 ...

今年以来大智慧已经9次登上龙虎榜，最近一次登上龙虎榜为9月18日，当日龙虎榜净买入-3.29亿元； 买入总计1.22亿元 ，占总成交额比4.71%；卖出总计4.51亿元 ，占总成交额比17.39%。 资料显示，上海大智慧股份有限公司位于上海市浦东新区杨高南路428号1号楼，成立日期2000年12月14 日，上市日期2011年1月28日，公司主营业务涉及互联网金融信息服务。主要业务聚焦在证券信息服 务、大数据及数据工程服务、境外业务三大板块。主营业务收入构成为：金融资讯及数据PC终端服务 系统50.75%，港股服务系统15.50%，广告及互联网业务推广服务13.73%，证券公司综合服务系统 11.56%，其他3.54%，金融资讯及数据移动终端服务系统3.32%，其他(补充)0.59%，互联网直播社交平 台系统0.57%，保险经纪业务0.44%。 大智慧所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：互联金融、网络直播、 彩票、金融科技、国产软件等。 截至6月30日，大智慧股东户数13.37万，较上期减少13.50%；人均流通股14883股，较上期增加 14.76%。2025年1月-6月，大智慧 ...

Group 1 - The core viewpoint of the news highlights the continued upward trend in the server and semiconductor wafer sectors, with significant increases in various indices related to the Science and Technology Innovation Board (科创板) [1] - The Shanghai Stock Exchange Science and Technology Innovation Board 50 Index rose by 1.8%, while the Science and Technology Innovation Board Growth Index and the Science and Technology Innovation Comprehensive Index increased by 1.2% and 0.4%, respectively [1] - The trading volume of the Science and Technology Innovation Board 50 ETF (588080) exceeded 1 billion yuan during the morning session, with its latest scale reaching 74.4 billion yuan, making it the largest ETF related to the Science and Technology Innovation Board [1] Group 2 - The Science and Technology Innovation Board 50 ETF tracks the top 50 stocks on the board, characterized by high market capitalization and liquidity, with over 60% of its composition in the semiconductor sector [3] - The rolling price-to-earnings ratio of the Science and Technology Innovation Board 50 Index is reported at 188.4 times, with a valuation percentile of 99.9% since its inception [3] - The Science and Technology Innovation Board 100 Index, which focuses on medium-sized stocks, saw a 0.4% increase, with a significant representation from the electronics and biopharmaceutical sectors [3] Group 3 - The Science and Technology Innovation Comprehensive Index, which covers all market securities on the board, increased by 1.2%, with a rolling price-to-earnings ratio of 272.9 times [3] - The Science and Technology Innovation Growth 50 ETF, which tracks high-growth stocks, also reported a 1.2% increase, with a rolling price-to-earnings ratio of 228.7 times [3]

Market Overview - The total margin balance in the two markets is 24,167.9 billion, showing a slight decrease of 0.03% compared to the previous period [1] - The financing purchase amount is 2,778.2 billion, which represents an increase of 8.34% [1] Industry Insights - The top 20 industries by margin balance are as follows: - Semiconductor: 1,620.1 billion - Securities: 1,428.9 billion - Communication Equipment: 862.8 billion - Banking: 766.6 billion - Software Development: 746.9 billion - Battery: 745.8 billion - Automotive Parts: 630.4 billion - IT Services: 593.9 billion - Consumer Electronics: 569.8 billion - Automotive Complete Vehicles: 542.8 billion - Military Equipment: 529.3 billion - Components: 525.3 billion - Chemical Pharmaceuticals: 510.9 billion - Electric Power: 502.0 billion - Photovoltaic Equipment: 491.5 billion - General Equipment: 435.0 billion - Optical Electronics: 425.5 billion - Computer Equipment: 420.0 billion - Industrial Metals: 400.3 billion - Building Decoration: 367.4 billion [2] Individual Stock Insights - The top five stocks by financing purchase amount are: - Luxshare Precision: 46.6 billion, with a financing purchase ratio of 12.81% and a price increase of 7.79% - Zhongji Xuchuang (300308): 44.0 billion, with a financing purchase ratio of 18.89% and a price increase of 3.90% - Shenghong Technology (300476): 39.2 billion, with a financing purchase ratio of 19.03% and a price decrease of 0.43% - SMIC: 36.9 billion, with a financing purchase ratio of 20.34% and a price decrease of 0.32% - Xinyi Technology (300502): 32.7 billion, with a financing purchase ratio of 16.65% and a price increase of 2.92% [3]

Group 1 - The technology sector continues to lead the market, with the ChiNext Index rising by 0.31%, reaching a new three-year high, and the Information Technology ETF (512330) increasing by 1.23% since September 5, with a cumulative gain of 21.36% [1] - Major global storage companies, including Micron, Samsung, SanDisk, and Western Digital, have announced price increases for their products due to a surge in AI demand and a shift in production towards high-end products, resulting in supply shortages [1] - Alibaba is actively advancing its AI infrastructure construction with a planned investment of 380 billion [1] - Micron Technology reported a better-than-expected performance for Q4 of fiscal year 2025, with revenue increasing by 46% year-on-year to $11.32 billion, and provided guidance for Q1 of fiscal year 2026, expecting revenue between $12.2 billion and $12.8 billion, setting a new record [1] - Changjiang Storage's parent company, Changchun Group, has completed its share reform, and with the formal establishment of Changchun Phase III, the market anticipates accelerated technological iteration and capacity expansion [1] Group 2 - The Information Technology ETF (512330) uniquely tracks the CSI 500 Information Index, covering sectors such as semiconductors (38.5%), components (14.6%), software development (10.3%), and consumer electronics (9.4%), aligning closely with national technology strategies [2] - The top ten holdings of the ETF include leading companies in their respective sectors, such as Shenghong Technology (PCB leader), Huagong Technology (optical modules), and Chipone Technology (domestic IP) [2]