证券之星消息，12月2日IT服务板块较上一交易日下跌1.15%，品高股份领跌。当日上证指数报收于 3897.71，下跌0.42%。深证成指报收于13056.7，下跌0.68%。IT服务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) | | --- | --- | --- | --- | --- | --- | | 688227 | 品高股份 | 73.01 | -9.62% | 11.31万 | 8.49 Z | | 301638 | 南网数字 | 22.63 | -4.64% | 60.99万 | 13.95 Z | | 300170 | 汉得信息 | 66'81 | -4.09% | 118.13万 | 22.71亿 | | 688258 | 卓易信息 | 69.09 | -3.88% | - 3.04万 | 2.11亿 | | 688343 | 云天励飞 | 72.92 | -3.84% | 9.87万 | 7.31亿 | | 300290 | 荣科科技 | 25.19 | -3.60% | 17.04万 | 4.29亿 | | 688316 | 青 ...

近日，谷歌发布了新一代Gemini大模型，其各方面性能表现优异，引发市场对TPU产业链的关注，也验 证了AI算力投入的有效性，AI板块顺势反弹，其中，科创创业AI指数凭借85.07%的年内涨幅成为市场 关注的焦点。而对于这只备受关注的指数，各大机构也在加紧布局，近日，景顺长城中证科创创业人工 智能ETF（以下简称科创创业人工智能ETF景顺；代码159142）在内的首批跟踪科创创业AI指数的ETF 近日，谷歌发布了新一代Gemini大模型，其各方面性能表现优异，引发市场对TPU产业链的关注，也验 证了AI算力投入的有效性，AI板块顺势反弹，其中，科创创业AI指数凭借85.07%的年内涨幅成为市场 关注的焦点。而对于这只备受关注的指数，各大机构也在加紧布局，近日，景顺长城中证科创创业人工 智能ETF（以下简称科创创业人工智能ETF景顺；代码159142）在内的首批跟踪科创创业AI指数的ETF 正式发行，有望成为投资者全面捕捉人工智能产业链发展机遇的重要工具。（数据来源：Wind，截至 2025/11/27） 横跨科创板和创业板、并聚焦AI全产业链龙头是该指数的独特优势。由于定位不同，科创板和创业板 各有所长，科创 ...

Core Viewpoint - Capital Online's stock has experienced a decline of 2.04% on December 2, with a current price of 20.60 CNY per share, while the company has seen a year-to-date increase of 48.09% [1] Financial Performance - For the period from January to September 2025, Capital Online reported a revenue of 926 million CNY, representing a year-on-year decrease of 12.05%. The net profit attributable to shareholders was -99.41 million CNY, showing a year-on-year increase of 32.11% [2] - The company has cumulatively distributed dividends of 20.57 million CNY since its A-share listing, with no dividends paid in the last three years [3] Stock Market Activity - As of December 2, the trading volume was 226 million CNY, with a turnover rate of 2.76% and a total market capitalization of 10.36 billion CNY [1] - The stock has appeared on the "Dragon and Tiger List" 16 times this year, with the most recent appearance on March 25, where it recorded a net buy of -174 million CNY [1] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 25.68% to 65,700, while the average circulating shares per person increased by 34.76% to 5,961 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 8.25 million shares, an increase of 4.72 million shares from the previous period [3] Business Overview - Capital Online, established on July 13, 2005, and listed on July 1, 2020, specializes in high-performance IDC services and cloud services. The revenue composition includes 49.89% from cloud hosting and related services, 45.83% from IDC services, and 4.28% from other income [1]

12月2日，润和软件盘中下跌2.01%，截至10:41，报50.83元/股，成交5.69亿元，换手率1.43%，总市值 404.82亿元。 资金流向方面，主力资金净流出1.04亿元，特大单买入919.87万元，占比1.62%，卖出5359.40万元，占 比9.43%；大单买入1.09亿元，占比19.10%，卖出1.68亿元，占比29.55%。 润和软件今年以来股价涨1.60%，近5个交易日跌4.63%，近20日跌19.39%，近60日跌23.45%。 资料显示，江苏润和软件股份有限公司位于江苏省南京市雨花台区软件大道168号，成立日期2006年6月 29日，上市日期2012年7月18日，公司主营业务涉及向国际国内客户提供软件、智能终端产品销售、外 购软硬件产品销售等信息技术服务。主营业务收入构成为：金融科技业务51.99%，智能物联业务 34.71%，智慧能源信息化10.37%，智能供应链信息化2.05%，房屋租赁收入及其他0.89%。 润和软件所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：华为欧拉、阿里云、华为 昇思、华为昇腾、华为鲲鹏等。 机构持仓方面，截止2025年9月30日，润和软 ...

证券之星消息，12月1日IT服务板块较上一交易日上涨0.86%，星图测控领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。IT服务板块个股涨跌见下表： 从资金流向上来看，当日IT服务板块主力资金净流出5.91亿元，游资资金净流出8346.74万元，散户资金 净流入6.74亿元。IT服务板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300170 汉得信息 | | 4.57 Z | 13.36% | -1.30 Z | -3.80% | -3.27 Z | -9.55% | | 300496 中科创达 | | 1.73亿 | 8.68% | 286.59万 | 0.14% | -1.76 Z | -8.82% | | 000034 神州数码 | | 1.39 Z | 9.97% | -5722.78万 | -4.12% | -8131. ...

中原证券指出，半导体材料行业在AI算力、智能驾驶、数据中心等终端需求的推动下，全球半导体行 业市场规模继续增长。2025年9月全球半导体销售额达694.7亿美元，同比增长25.1%，环比增长7%，连 续第23个月同比增长；中国半导体销售额为186.9亿美元，同比增长15%。受益于算力需求增加，晶圆 产能建设加速，特别是先进制程扩张趋势明显。同时半导体产业链卡脖子核心环节自主可控需求迫切， 国产替代有望持续推进。超硬材料方面，10月工业金刚石出口量同比上涨314.81%，出口额同比上涨 106%，但传统超硬材料和制品需求承压，出口呈现量增价减。随着技术演进，功能性金刚石在半导 体、军工等领域的应用逐步显现。 （文章来源：每日经济新闻） 信创ETF（159537）跟踪的是国证信创指数（CN5075），该指数从沪深北交易所中选取业务涉及半导 体、软件开发等信息技术领域的上市公司证券作为指数样本，以反映信息技术创新主题相关上市公司证 券的整体表现。成分股偏向大盘风格，主要覆盖半导体、软件开发、计算机设备及IT服务等行业，市值 规模较大且流动性较好。 12月1日，信创ETF（159537）涨超1.4%。 ...

12月1日，紫光股份盘中上涨2.01%，截至10:36，报25.42元/股，成交5.63亿元，换手率0.78%，总市值 727.03亿元。 今年以来紫光股份已经1次登上龙虎榜，最近一次登上龙虎榜为2月21日，当日龙虎榜净买入1.31亿元； 买入总计9.42亿元 ，占总成交额比12.43%；卖出总计8.11亿元 ，占总成交额比10.70%。 机构持仓方面，截止2025年9月30日，紫光股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股6395.67万股，相比上期减少219.84万股。华泰柏瑞沪深300ETF（510300）位居第五大流 通股东，持股3424.56万股，相比上期减少150.49万股。易方达沪深300ETF（510310）位居第七大流通 股东，持股2463.82万股，相比上期减少84.51万股。华夏沪深300ETF（510330）位居第八大流通股东， 持股1838.69万股，相比上期减少24.98万股。易方达中证人工智能主题ETF（159819）位居第九大流通 股东，持股1634.65万股，为新进股东。嘉实沪深300ETF（159919）位居第十大流通股东，持股1585.53 万股， ...

Core Viewpoint - CaiXun Co., Ltd. has shown a steady performance in the stock market with a year-to-date price increase of 27.21% and a recent market capitalization of 12.422 billion yuan [1][2]. Financial Performance - For the period from January to September 2025, CaiXun achieved a revenue of 1.341 billion yuan, reflecting a year-on-year growth of 10.81%, while the net profit attributable to shareholders was 196 million yuan, with a slight increase of 0.61% [2]. Stock Market Activity - As of December 1, CaiXun's stock price was 27.53 yuan per share, with a trading volume of 261 million yuan and a turnover rate of 2.22% [1]. - The stock has experienced a net inflow of main funds amounting to 1.2951 million yuan, with significant buying and selling activities recorded [1]. Shareholder Information - As of November 20, the number of shareholders for CaiXun was 44,700, a decrease of 0.68% from the previous period, with an average of 9,722 circulating shares per shareholder, which increased by 0.68% [2][3]. - The company has distributed a total of 320 million yuan in dividends since its A-share listing, with 211 million yuan distributed over the past three years [3]. Company Overview - CaiXun Co., Ltd. is based in Shenzhen, Guangdong Province, and specializes in industrial internet technology and services, focusing on enterprise information technology [1]. - The company's revenue composition includes 61.25% from technical services, 17.77% from software product development and sales, 16.86% from system integration, and 3.56% from other supplementary services [1].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300300 | 海峡创新 | 16.05 | 16.47% | 225.40万 | | 33.53 Z | | 920748 | 路桥信息 | 54.99 | 16.26% | 5.26万 | | 2.74亿 | | 920564 | 天润科技 | 24.18 | 13.90% | 9.55万 | | 2.30亿 | | 603636 | 南威软件 | 14.43 | 9.98% | 48.47万 | | 206.9 | | 600589 | 大位科技 | 7.87 | 6.78% | 219.63万 | | 17.24亿 | | 688568 | 中科星图 | 43.39 | 6.66% | 22.86万 | | 9.73亿 | | 688066 | 航天宏图 | 27.38 | 4.98% | 36.15万 | | 9.94亿 | | 300264 | 佳创视讯 | 7.07 | 4.28% | 49.36万 | | 3.41 ...

Core Insights - The article highlights the recognition of Yidian Cloud at COP30 for its contributions to carbon neutrality and circular economy practices, showcasing China's innovative efforts in these fields [1][6] Group 1: Company Achievements - Yidian Cloud was awarded the "Typical Case Enterprise Certification" for its achievements in carbon peak and carbon neutrality at COP30 [1] - The company has successfully reduced carbon emissions by over 250,000 tons, equivalent to planting approximately 14 million trees, and has decreased electronic waste by over 800 tons annually [9] Group 2: Business Model and Innovation - Yidian Cloud's innovative "subscription service + full lifecycle management" model allows businesses to pay monthly for IT services, significantly lowering the cost of using IT equipment [5] - The company has developed a "ladder usage" model for devices, extending their lifecycle and optimizing carbon costs by distributing emissions over a longer period [9] Group 3: Technological Capabilities - Yidian Cloud operates the world's only PC remanufacturing center, with capabilities to remanufacture over 1 million devices annually and extend the lifespan of PCs from 3-5 years to 10 years [7] - The company integrates advanced remanufacturing technology with innovative business models to create a complete "device recycling ecosystem" [7] Group 4: Future Plans - Yidian Cloud aims to expand its remanufacturing capacity and optimize its service network while promoting green IT standards internationally [12] - The company plans to continue participating in activities organized by the China Circular Economy Association to promote its circular economy model globally [12]