- The provided content does not include any quantitative models or factors, nor their construction, evaluation, or backtesting results

丨证券研究报告丨 行业研究丨行业周报丨软件与服务 [Table_Title] 2025 年第 49 周计算机行业周报： 朱雀三号发射入轨，关注商业航天产业进展 报告要点 [Table_Summary] 上周计算机板块小幅回撤，整体下跌 1.66%，在长江一级行业中排名第 27 位，两市成交额占 比为 7.12%，商业航天相关标的活跃。上周 DeepSeek-V3.2 和 DeepSeek-V3.2-Speciale 正 式发布；豆包手机助手以技术预览版正式亮相，搭载该功能的努比亚（nubia）M153 工程样机 同步开售；"2025 脑机接口大会"在上海成功举办。本周建议关注产业链各环节的核心供应商， 重点关注卫星应用相关标的。 宗建树 陈耀文 SAC：S0490520030004 SAC：S0490525070002 SFC：BUX668 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 分析师及联系人 [Table_Author] 丨证券研究报告丨 上周关键词：DeepSeek-V3.2、豆包手机助手、脑机接口 2025-12-09 重点推荐：商业航天 朱雀三 ...

Group 1 - The core point of the article is that Inspur Electronic Information Industry Co., Ltd. has obtained a patent for a distributed storage system, data processing method, equipment, and medium, with the patent announcement number CN118484136B and an application date of April 2024 [1] - Inspur Electronic Information Industry Co., Ltd. was established in 1998 and is located in Jinan City, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The company has a registered capital of 1,472.135122 million RMB and has invested in 37 enterprises, participated in 4,225 bidding projects, and holds 478 trademark records and 5,000 patent records [1]

12月9日，沪指下跌0.37%，深成指下跌0.39%，创业板指上涨0.61%，沪深300指数下跌0.51%。可交易 A股中，上涨的有1308只，占比24.04%，下跌的4058只。 资金面上，今日主力资金全天净流出529.92亿元。其中，创业板主力资金净流出119.30亿元；科创板主 力资金净流出45.97亿元；沪深300成份股主力资金净流出172.00亿元。 分行业来看，申万所属的一级行业中，今日上涨的有5个，涨幅居前的行业为综合、通信，涨幅为 3.45%、2.23%。跌幅居前的行业为有色金属、钢铁，跌幅为3.03%、2.47%。 行业资金流向方面，今日仅有3个行业主力资金出现净流入，商贸零售行业上涨0.36%，全天净流入资 金11.43亿元；综合行业上涨3.45%，全天净流入资金4.32亿元；银行行业下跌0.06%，全天净流入资金 7057.87万元。 个股方面，全天资金净流入的个股共有1681只，净流入在1000万元以上的有518只，其中，净流入资金 超亿元的有85只，净流入资金最多的是胜宏科技，今日上涨10.81%，全天资金净流入13.06亿元，其次 是工业富联、雷科防务等，净流入资金分别为11.67 ...

行业周报 | 北交所 科技主线引领结构性修复，政策与资金共振强化配置价值 证券研究报告 2025 年 12 月 09 日 北交所市场周报——251201-251205 核心结论 北交所市场复盘：当周北交所全部 A 股日均成交额达 138.8 亿元，环比上涨 4.2%。当周北证 50 收涨 1.49%，当周日均换手率达 1.8%。当周涨幅前五 大个股分别为：豪声电子（13.9%）、优机股份（13.6%）、星图测控（13.3%）、 三协电机（13.2%）、创远信科（11.2%）；跌幅前五大个股分别为：大鹏工业 （-15.0%）、昆工科技（-13.8%）、恒拓开源（-10.6%）、迪尔化工（-9.5%）、 美登科技（-8.8%）。 重点新闻及政策：1）Palantir 携手英伟达开发软件平台，以加快 AI 数据中 心建设：Palantir、英伟达和美国公用事业公司 CenterPoint Energy 宣布， 三方正共同开发一款新的软件平台，以加速新一代人工智能（AI）数据中心 的建设；该软件系统被命名为"连锁反应"（Chain Reaction），将使用 AI 工具来协助客户；2）两部门：支持具备资质和条件的企业 ...

盘后数据出炉。 12月9日，A股市场整体涨跌互现。截至收盘，上证指数报3909.52点，下跌0.37%；深证成指报13277.36 点，下跌0.39%；创业板指报3209.6点，上涨0.61%；北证50指数下跌1.72%。A股市场合计成交19178.7 亿元，较上一交易日减少1338.75亿元。 1. A股市场主力资金净流出359.69亿元 今日A股市场主力资金开盘净流出111.87亿元，尾盘净流出14.73亿元，A股市场全天主力资金净流出 359.69亿元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | →流入金額 开盘净流入 | | 尾盘净流入 超大单净买入 | | 2025-12-9 | -359.69 | -111.87 | -14. 73 | -156. 68 | | 2025-12-8 | 7. 34 | -79.70 | -8. 67 | 59. 68 | | 2025-12-5 | 17.75 | -82. 49 | 21.94 | 81. 12 | | 2025-12-4 | -214.71 ...

盘后数据出炉。 12月9日，A股市场整体涨跌互现。截至收盘，上证指数报3909.52点，下跌0.37%；深证成指报13277.36点，下 跌0.39%；创业板指报3209.6点，上涨0.61%；北证50指数下跌1.72%。A股市场合计成交19178.7亿元，较上一 交易日减少1338.75亿元。 1. A股市场主力资金净流出359.69亿元 今日A股市场主力资金开盘净流出111.87亿元，尾盘净流出14.73亿元，A股市场全天主力资金净流出359.69亿 元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | | 尾盘净流入 超大单净买入 | | 2025-12-9 | -359.69 | -111.87 | -14. 73 | -156. 68 | | 2025-12-8 | 7. 34 | -79.70 | -8. 67 | 59. 68 | | 2025-12-5 | 17.75 | -82. 49 | 21.94 | 81. 12 | | 2025-12-4 | -214.71 ...

Company Overview - Recently, Ye's Qiyuan Management (Shenzhen) Co., Ltd. was established with a registered capital of 20 million RMB [1] - The legal representative of the company is He Shihua [1] Business Scope - The company engages in various services including enterprise headquarters management, supply chain management, enterprise management consulting, and market marketing planning [1] - It also provides information consulting services (excluding licensed information consulting), financial consulting, and technical services such as development, consulting, exchange, transfer, and promotion [1] - The manufacturing and sales of specialized chemical products (excluding hazardous chemicals) are part of its operations [1] - The company is involved in the production and sales of ecological environment materials, casting molding materials, new catalytic materials and additives, and electronic specialized materials [1] - Additionally, it deals with the retail and wholesale of computer hardware and software, as well as the manufacturing of electronic components and power electronic components [1] - The company is authorized to operate second-class monitored chemicals and produce and sell pharmaceutical excipients, subject to relevant approvals [1]

Group 1 - The core index of the Science and Technology Innovation Board (科创板) showed mixed performance, with the Science and Technology Growth Index rising by 0.2%, while the Science and Technology 50 Index and the Science and Technology Composite Index both fell by 0.3%, and the Science and Technology 100 Index decreased by 0.9% [1] - Guotai Junan Securities believes that the previous adjustments in the sector have been sufficient, and with stable annual report forecasts and continued high growth in the first quarter, if industrial catalysts emerge, the growth style is expected to return and potentially lead the overall market in the upcoming spring rally [1] Group 2 - Small and medium-sized technology companies in the electronic, pharmaceutical, power equipment, and computer industries account for over 80% of the sector, with a particularly high proportion in the electronic and pharmaceutical industries [4] - The Science and Technology Composite Index ETF by E Fund tracks the comprehensive index of the Science and Technology Innovation Board, covering all market securities and focusing on core frontier industries such as artificial intelligence, semiconductors, new energy, and innovative pharmaceuticals, while providing high growth potential and risk diversification [4] - The Science and Technology Growth 50 ETF tracks the growth index of the Science and Technology Innovation Board, consisting of 50 stocks with high growth rates in operating income and net profit, highlighting the growth style and strong performance [4]

天眼查App显示，近日，寰宇风尚商贸（深圳）有限公司成立，法定代表人为胡建成，注册资本3万人 民币，经营范围为一般经营项目是：珠宝首饰批发；珠宝首饰零售；钟表销售；工艺美术品及礼仪用品 销售（象牙及其制品除外）；工艺美术品及收藏品批发（象牙及其制品除外）；包装材料及制品销售； 计算机软硬件及辅助设备批发；计算机软硬件及辅助设备零售；工艺美术品及收藏品零售（象牙及其制 品除外）；家用电器销售；日用家电零售；电子产品销售；文具用品批发；文具用品零售；办公用品销 售；箱包销售；服装制造；服装服饰批发；服装服饰零售；日用品批发；日用品销售；互联网销售（除 销售需要许可的商品）；常用有色金属冶炼；企业形象策划；金银制品销售；广告设计、代理；文艺创 作；信息咨询服务（不含许可类信息咨询服务）；货物进出口。（除依法须经批准的项目外，凭营业执 照依法自主开展经营活动），许可经营项目是：包装装潢印刷品印刷；食品生产；食品销售；在线数据 处理与交易处理业务（经营类电子商务）。（依法须经批准的项目，经相关部门批准后方可开展经营活 动，具体经营项目以相关部门批准文件或许可证件为准）。 ...