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2025年1-6月全国嵌入式系统软件收入统计分析:累计值为5729.7亿元,累计增长8.5%
Chan Ye Xin Xi Wang· 2025-09-18 03:33
数据来源:国家统计局 近一年全国嵌入式系统软件收入当期值及累计增长统计图 数据来源:国家统计局 相关报告:智研咨询发布的《2025-2031年中国嵌入式系统行业市场专项调研及竞争战略分析报告》 2025年1-6月,全国嵌入式系统软件收入累计值为5729.7亿元,累计增长8.5%;2025年6月,全国嵌入式 系统软件收入当期值为1302亿元,同比下降0%,环比增长64.1%。 2020-2025年上半年全国嵌入式系统软件收入统计图 ...
2025年1-6月全国软件产品收入统计分析:累计值为15440.6亿元,累计增长10.6%
Chan Ye Xin Xi Wang· 2025-09-18 03:27
数据来源:国家统计局 2020-2025年上半年全国软件产品收入统计图 数据来源:国家统计局 近一年全国软件产品收入当期值及累计增长统计图 相关报告:智研咨询发布的《2025-2031年中国软件外包行业市场专项调研及竞争战略分析报告》 2025年1-6月,全国软件产品收入累计值为15440.6亿元,累计增长10.6%;2025年6月,全国软件产品收 入当期值为2962.9亿元,同比下降0%,环比增长16.4%。 ...
强调就业风险美联储降息25基点 三大指数多数收跌 百度(BIDU.US)收涨超11%
Zhi Tong Cai Jing· 2025-09-18 01:42
【黄金】现货黄金一度触及历史新高3707.46美元,但最终回吐涨幅并收跌0.82%,报3659.59美元。在 美联储做出利率决后,"新债王"冈拉克谈到了金价,金价今天突破3700美元。冈拉克指出,黄金价格在 过去两年中上涨了100%以上,今年迄今已上涨了45%,他称这一走势"离谱"。冈拉克说:"现在甚至连 金矿商也参与其中,这表明散户投资者开始加入黄金市场的动量交易。"冈拉克指出,他一直看好黄 金,并在今年早些时候预测金价将达到4000美元。今天,他更进一步,预计金价将从当前水平再上涨 340美元,涨幅约为9.2%。他说:"我认为,到今年年底,金价几乎肯定会收于4,000美元以上。" 周三,三大指数多数收跌。美联储宣布降息25个基点,这一举措得到了大多数特朗普任命的美联储官员 的支持,只有新任理事米兰反对,希望降息50个基点。在新闻发布会上,美联储主席鲍威尔表示,今日 的降息举措是一项风险管理决策,并补充说他认为没有必要快速调整利率。 【美股】截至收盘,道指涨260.42点,涨幅为0.57%,报46018.32点;纳指跌72.63点,跌幅为0.33%,报 22261.33点;标普500指数跌6.41点,跌幅为 ...
广联达9月17日获融资买入5869.34万元,融资余额6.88亿元
Xin Lang Cai Jing· 2025-09-18 01:29
Core Viewpoint - Guanglianda experienced a slight decline of 0.21% on September 17, with a trading volume of 396 million yuan, indicating a stable market presence despite minor fluctuations [1]. Financing and Margin Trading - On September 17, Guanglianda had a financing buy-in amount of 58.69 million yuan and a financing repayment of 31.83 million yuan, resulting in a net financing buy of 26.86 million yuan [1]. - As of September 17, the total margin trading balance for Guanglianda was 693 million yuan, with the financing balance at 688 million yuan, accounting for 2.95% of the circulating market value, which is above the 90th percentile of the past year [1]. - In terms of securities lending, Guanglianda repaid 25,300 shares and sold 2,400 shares on September 17, with a selling amount of 33,800 yuan, while the remaining securities lending balance was 40,130 shares, totaling 5.66 million yuan, also above the 60th percentile of the past year [1]. Company Overview - Guanglianda Technology Co., Ltd. is located in Haidian District, Beijing, and was established on August 13, 1998, with its listing date on May 25, 2010 [1]. - The company specializes in software for the construction industry, focusing on engineering cost software and project management software, with revenue composition as follows: digital cost business 82.10%, digital construction business 11.21%, overseas business 4.17%, other business 1.41%, and digital design business 1.11% [1]. Financial Performance - As of June 30, 2025, Guanglianda reported a total of 90,000 shareholders, a decrease of 1.79% from the previous period, with an average of 17,653 circulating shares per person, an increase of 1.81% [2]. - For the first half of 2025, Guanglianda achieved an operating income of 2.8 billion yuan, a year-on-year decrease of 5.37%, while the net profit attributable to shareholders increased by 23.65% to 237 million yuan [2]. Dividend Distribution - Since its A-share listing, Guanglianda has distributed a total of 3.69 billion yuan in dividends, with 836 million yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, the second-largest circulating shareholder of Guanglianda was Hong Kong Central Clearing Limited, holding 192 million shares, a decrease of 38.02 million shares from the previous period [3]. - The Southern CSI 500 ETF ranked as the eighth-largest circulating shareholder, increasing its holdings by 7.43 million shares to 24.52 million shares [3]. - The Bosera Growth Navigation Mixed A Fund ranked ninth among circulating shareholders, reducing its holdings by 1.93 million shares to 23.76 million shares [3].
早新闻|多晶硅供需有新进展!
Zheng Quan Shi Bao· 2025-09-17 23:21
Macro Highlights - The People's Bank of China supports qualified financial institutions in issuing financial bonds and credit asset-backed securities to enhance consumer credit supply capabilities [1] - As of the end of August, there are over 10,000 tax refund shops for outbound tourists in China, with a 248% year-on-year increase in the number of tax refund beneficiaries and a 98% increase in tax refund sales from January to August [1] - The National Medical Products Administration has decided to conduct a second phase of pilot work for personalized cosmetic services in certain regions starting from October 1, 2025 [1] Industry News - The China Nonferrous Metals Industry Association's Silicon Industry Branch reports that the number of operating polysilicon enterprises remains at 10, with one undergoing maintenance expected to resume production in early October [3] - New mandatory national standards for polysilicon energy consumption will be implemented, potentially reducing effective domestic polysilicon capacity by approximately 16.4% by the end of 2024 [3] - The China Academy of Information and Communications Technology has established the Software Intelligence Committee to promote technological development and application innovation in the software industry [3] Company News - Ningde Times plans to achieve mass supply of sodium-ion passenger vehicle power batteries next year [6] - Zhongji Xuchuang reports a cumulative change in shareholding ratio exceeding 1% by specific shareholders [6] - Yuanfei Pet's shareholders plan to reduce their holdings by up to 3.48% [6]
隔夜美股 | 强调就业风险美联储降息25基点 三大指数多数收跌 百度(BIDU.US)收涨超11%
智通财经网· 2025-09-17 22:31
【原油】纽约商品交易所10月交货的轻质原油期货价格下跌47美分,收于每桶64.05美元,跌幅为 0.73%;11月交货的伦敦布伦特原油期货价格下跌52美分,收于每桶67.95美元,跌幅为0.76%。 智通财经APP获悉,周三,三大指数多数收跌。美联储宣布降息25个基点,这一举措得到了大多数特朗 普任命的美联储官员的支持,只有新任理事米兰反对,希望降息50个基点。在新闻发布会上,美联储主 席鲍威尔表示,今日的降息举措是一项风险管理决策,并补充说他认为没有必要快速调整利率。 【美股】截至收盘,道指涨260.42点,涨幅为0.57%,报46018.32点;纳指跌72.63点,跌幅为0.33%,报 22261.33点;标普500指数跌6.41点,跌幅为0.10%,报6600.35点。部分芯片股走低,博通(AVGO.US)跌 3.8%,英伟达(NVDA.US)跌2.6%、英特尔(INTC.US)跌1.4%。 纳斯达克中国金龙指数收涨2.85%,百度 (BIDU.US)收涨超11%,阿里巴巴(BABA.US)涨超2%。 【欧股】德国DAX30指数涨38.76点,涨幅0.17%,报23363.23点;英国富时100指数涨1 ...
稀缺性在坍塌,只因消费降级?
Sou Hu Cai Jing· 2025-09-17 18:33
编者按: 一阵消费风向的转变,能让昔日的"硬通货"跌落神坛。曾经的"公务宴请标配"、价格稳居高位的飞天茅台,批发价也跌到历史新低。 在经济趋势研究专家时寒冰看来,稀缺性并不是永恒的,而是受时间、供需与替代品影响。投资意义上的稀缺,指在某一阶段需求持续而供给跟不上、且 缺少可替代品。它可以来自地域,比如贵州茅台的独特产地;来自技术,如微软操作系统、英伟达的AI芯片优势;也可以是不可再生资源,如铟和可 可。 所以说,无论是做投资还是做实业,在消费降级的巨大威力面前,都必须顺势而为,及时进行调整,调整越早、越快,就越主动,反应越慢、越迟钝,就 越被动。 *文章摘自《全球视野下的投资机会》一书,作者为时寒冰。 如何定义稀缺性? 物以稀为贵——以稀缺性为目标,是获取高盈利的捷径——但必须考虑时间因素,时间是成就、强化稀缺性的帮手,同时也是摧毁、击败稀缺性的利器。 据智通财经的报道,酒类行情监测平台"今日酒价"数据显示,2025年53度500ml飞天茅台散瓶批发参考价报1770元,再创上市以来的新低;与 平台上线时的2220元、2255元相比,两者累计跌幅均已超过20%。图源:新华社 经济学上给稀缺性下的定义是这样的:稀 ...
42只公募基金年内净值增长率超100%
Zheng Quan Ri Bao· 2025-09-17 16:13
Group 1 - As of September 17, 42 public funds have achieved a net value growth rate exceeding 100% this year, with the highest nearing 190% [1] - The 42 "doubling funds" include various types such as equity mixed, QDII, flexible allocation, ordinary stock, and passive index funds, with equity mixed funds being the most prevalent at 23, accounting for nearly 55% [1] - Most of these funds are heavily invested in technology or pharmaceutical assets, with notable examples including Yongying Technology Smart Selection A and Yinhua Guozheng Hong Kong Stock Innovation Drug ETF [1] Group 2 - The investment direction in the AI industry chain is emphasized as "underlying hardware chips + upper software applications," indicating a focus on semiconductor opportunities due to increasing computing power demands [2] - In addition to the 42 "doubling funds," over 100 other products have achieved a net value growth rate between 80% and 100%, primarily focusing on technology and pharmaceutical assets [2]
高盛闭门会-communicopia科技大会要点,半导体媒体互联网商服软件
Goldman Sachs· 2025-09-17 14:59
Investment Rating - The report indicates a generally optimistic sentiment in the software industry, particularly driven by advancements in artificial intelligence products, despite a prevailing pessimism among investors [2]. Core Insights - The report highlights that AI product improvements are expected to contribute to sustained revenue growth, with core business fundamentals stabilizing and key metrics like net expansion rate and CRPO showing improvement [1][2]. - There is a notable divergence in sentiment within the software industry, with optimism in infrastructure and pessimism in application layers, suggesting a potential shift in outlook as AI adoption increases [2]. - Private credit is emerging as a significant funding source for AI infrastructure, with a market size of approximately $1.5 trillion and expected double-digit growth in direct lending by 2030 [8]. Summary by Sections Software Industry Highlights - Companies are demonstrating tangible AI product improvements, with expectations for continued momentum in the coming quarters [2]. - Major players like Microsoft and HubSpot are exploring the integration of traditional SaaS with AI capabilities, emphasizing the importance of collaboration between humans and AI agents [3]. Vertical Software Developments - CEOs and CFOs believe that scaled vertical software exhibits resilience, with complex entry barriers in niche markets [4]. - Leading vertical software vendors are leveraging AI and large language models to enhance platform stickiness and optimize industry-specific processes [4][5]. Business Services Trends - General AI is significantly enhancing the functionality of data company products, with examples like CoStar improving real estate search capabilities [6]. - Companies are utilizing AI to improve internal efficiencies, as seen with KinderCare automating call center operations and NCR optimizing scheduling [6]. Data Center Market Insights - GenAI is driving increased demand for data centers, with Iron Mountain projecting a 30% revenue growth in the second half of 2025 and over 25% growth in 2026 and 2027 [7]. - The data center market is expected to continue expanding, with strong demand observed in key regions [14]. Private Credit Market Role - The private credit market is becoming increasingly important for funding AI infrastructure, with significant growth anticipated [8]. Entertainment Industry Trends - The live entertainment sector is experiencing strong demand, particularly for high-end experiences, with Live Nation reporting increased attendance and spending [18][19]. Payment and Fintech Dynamics - The payment and fintech sectors are stable, with Visa and Mastercard noting consistent consumer spending growth [20]. - There is a growing focus on AI in payment decision-making, with companies like Affirm and PayPal investing in consumer-friendly applications [21][22].
美股异动 | Workday(WDAY.US)盘前涨超9% 获Elliott入股并宣布40亿美元回购
智通财经网· 2025-09-17 12:49
Elliott表示,其与该团队的沟通进展顺利,并坚信公司在财务分析师日所公布的多年战略将为股东带来 强劲的长期价值。 这家投资公司周二晚些时候表示:"Elliott是 Workday 公司的最大投资者之一,投资金额超过 20 亿美 元。我们相信,首席执行官Carl Eschenbach、首席财务官Zane Rowe和 Workday 全体团队在过去几年中 取得了显著进展,使 Workday 成为了一个独具特色的软件品牌,具备行业领先的增长潜力、一流的客 户留存率以及一支经验证的管理团队。" 智通财经APP获悉,周三盘前,截至发稿,Workday(WDAY.US)股价上涨超9%。此前,激进投资者 Elliott投资管理公司表示,已购入这家人力资源软件供应商超过 20 亿美元的股份。另外,Workday 公司 董事会批准了额外回购至多 40 亿美元已发行的 A 类普通股的计划。加上现有的授权,该公司计划在 2027 财年之前回购约 50 亿美元的 A 类普通股。 该公司还宣布与微软(MSFT.US)达成合作,并为客户和合作伙伴提供了多项人工智能解决方案。另外, Workday 表示将收购 Sana 公司,后者是一 ...