12月19日，彩讯股份涨5.6%，截至发稿，报24.70元/股，成交2.53亿元，换手率2.41%，总市值111.45亿 元。 资料显示，彩讯科技股份有限公司位于广东省深圳市南山区高新南区科苑南路3176号彩讯科创中心31 层，成立日期2004年1月6日，上市日期2018年3月23日，公司主营业务涉及彩讯股份是一家产业互联网 技术和服务供应商,一直专注于企业信息化领域。主营业务收入构成为：技术服务61.25%，软件产品开 发与销售17.77%，系统集成16.86%，其他(补充)3.56%，其他业务0.56%。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，国联基金旗下1只基金重仓彩讯股份。国联智选先锋股票A（020748）三季度持有股数4.43万 股，占基金净值比例为0.44%，位居第三大重仓股。根据测算，今日浮盈赚取约5.8万元。 国联智选先锋股票A（020748）成立日期2024年6月4日，最新规模1.45亿。今年 ...

Core Viewpoint - Hunan Kexin Information Technology Co., Ltd. (stock code: 300730) has received a notice from the China Securities Regulatory Commission (CSRC) regarding an investigation into suspected violations of information disclosure laws, which may lead to investor compensation claims [1][6]. Group 1: Investigation Details - The company received the CSRC's "Notice of Investigation" on November 17, 2025, due to allegations of information disclosure violations [6]. - The investigation is based on the "Securities Law of the People's Republic of China" and the "Administrative Penalty Law of the People's Republic of China" [6]. Group 2: Investor Compensation - Investors who purchased Kexin Information shares between its listing and November 18, 2025, and still held the shares at the close of trading on that date, may be eligible for compensation [2][7]. - The initial conditions for compensation include holding the stock and having a trading record that shows all transactions from the first purchase to the date of the claim [7]. Group 3: Required Documentation for Claims - Investors must prepare the following documents for compensation claims: 1. Original stock trading statement stamped by the brokerage, showing all transactions [7]. 2. A photocopy of the investor's ID card [8]. 3. A securities account confirmation slip issued by the brokerage [9]. Group 4: Legal Commentary - Lawyer Niu Bin from Shanghai Baiyue Law Firm stated that investors have the right to claim compensation for losses caused by the company's violations of information disclosure laws [6][10].

Group 1 - The core business of the company involves advanced intelligent text recognition and commercial big data technologies, serving both C-end users and diverse B-end clients with digital and intelligent products and services [2] - As of September 30, 2025, the company achieved a revenue of 1.303 billion yuan, representing a year-on-year growth of 24.22%, and a net profit attributable to shareholders of 351 million yuan, with a year-on-year increase of 14.55% [2] - The company has a total of 13,700 shareholders as of September 30, 2025, which is an increase of 53.87% compared to the previous period, with an average of 7,063 circulating shares per shareholder, up by 124.38% [2] Group 2 - On December 18, the company's stock price fell by 1.66%, with a trading volume of 446 million yuan, and a net financing purchase of 20.07 million yuan for the day [1] - The financing balance of the company reached 484 million yuan, accounting for 2.24% of the circulating market value, which is above the 80th percentile level over the past year [1] - The company has distributed a total of 200 million yuan in dividends since its A-share listing [3]

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Suzhou Keda, indicating a significant level of financing activity and a high financing balance relative to its market capitalization [1][2] Group 2 - On December 18, Suzhou Keda's stock price decreased by 0.90%, with a trading volume of 141 million yuan. The financing buy-in amount for the day was 39.14 million yuan, while the financing repayment was 11.40 million yuan, resulting in a net financing buy of 27.73 million yuan. The total financing and securities balance reached 405 million yuan [1] - The financing balance of Suzhou Keda is 405 million yuan, accounting for 7.15% of its circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing [1] - On the same day, Suzhou Keda had a securities lending activity where 700 shares were repaid and 200 shares were sold, with a selling amount of 1,984 yuan. The securities lending balance was 14.19 million yuan, also exceeding the 90th percentile level over the past year [1] - As of November 10, the number of shareholders of Suzhou Keda was 34,000, a decrease of 8.11% from the previous period, while the average circulating shares per person increased by 8.82% to 16,904 shares [2] - For the period from January to September 2025, Suzhou Keda reported a revenue of 741 million yuan, reflecting a year-on-year growth of 0.19%. However, the net profit attributable to the parent company was -351 million yuan, showing a year-on-year increase of 1.38% [2] - Since its A-share listing, Suzhou Keda has distributed a total of 142 million yuan in dividends, with no dividends paid in the last three years [3]

融券方面，麦迪科技12月18日融券偿还0.00股，融券卖出300.00股，按当日收盘价计算，卖出金额 4524.00元；融券余量900.00股，融券余额1.36万元，超过近一年90%分位水平，处于高位。 机构持仓方面，截止2025年9月30日，麦迪科技十大流通股东中，鹏华碳中和主题混合A（016530）退 出十大流通股东之列。 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9月30日，麦迪科技股东户数3.89万，较上期增加7.17%；人均流通股7864股，较上期减少6.69%。 2025年1月-9月，麦迪科技实现营业收入2.23亿元，同比减少38.13%；归母净利润3426.98万元，同比增 长120.49%。 12月18日，麦迪科技跌0.26%，成交 ...

Group 1: Business Development and Strategy - The company is focusing on deepening its big data business, emphasizing data governance, scenario services, and intelligent applications to unlock customer data value [2] - The AI strategy includes the development of a comprehensive AI platform, integrating various models and enabling automated service generation, enhancing operational efficiency [3] - The company aims to expand its DAP (Data Analytics Platform) applications in the power sector and extend into non-electric industries like healthcare and construction through a "headquarters benchmark + regional replication" model [5] Group 2: Financial Performance and Challenges - The decline in gross margin for the smart energy business is attributed to changes in the subsidiary's business structure, particularly the rapid growth of lower-margin hardware products [6][7] - Despite the lower gross margin, the hardware products still contribute positively to the overall performance of the company [7] Group 3: Industry Applications and Partnerships - The company has successfully implemented smart financial projects in several hospitals, enhancing its influence in the healthcare sector [8] - Ongoing optimization efforts in various hospitals are aimed at expanding the company's footprint in the medical industry [8] Group 4: Organizational Changes and Future Outlook - The company plans to continue attracting talent to support digital transformation and enhance organizational efficiency in line with strategic goals [9] - The controlling shareholder views the company as a key innovation platform and will disclose any relevant capital operations as required by regulations [8]

Core Viewpoint - BlackBerry has raised the lower end of its revenue forecast for fiscal year 2026 due to strong demand for its cybersecurity software as companies increase spending to combat increasingly complex cyber threats [1][2]. Group 1: Revenue Forecast - The company now expects fiscal year 2026 revenue to be between $531 million and $541 million, up from a previous forecast of $519 million to $541 million [1][2]. - For the fourth fiscal quarter, BlackBerry anticipates revenue between $138 million and $148 million, aligning with analyst expectations of $143.4 million [3]. Group 2: Financial Performance - For the third fiscal quarter ending November 30, BlackBerry reported revenue of $141.8 million, surpassing the average analyst estimate of $137.4 million [1][2]. - The QNX division, which develops embedded software for automotive systems, saw a 10% revenue increase in the third fiscal quarter, reaching $68.7 million [3]. Group 3: Market Trends - The rising digital threats and AI-driven vulnerabilities are driving demand for security solutions, benefiting companies like BlackBerry that have shifted from hardware to software and services [1][2]. - Currently, over 275 million vehicles globally are using QNX technology [2].

本文源自：金融界AI电报 甲骨文美股盘后涨3%。 ...

New IPOs - The largest biotech IPO in Hong Kong for 2025 is initiated by Insilico Medicine (03696), which boasts the fastest global progress in AI drug development [1] - Lin Qingxuan (02657) will conduct its IPO from December 18 to December 23, attracting cornerstone investors like Fidelity [1] - Woan Robotics (06600) is set to launch its IPO during the same period, with an expected listing date of December 30 [1] - Meilian Holdings (02671) and Wuyi Vision (06651) will also hold their IPOs from December 18 to December 23, both expected to list on December 30 [1] - Xun Ce (03317) will follow the same IPO schedule, with a listing anticipated on December 30 [1] - Zhihui Mining (02546) achieved a remarkable 5248.15 times subscription in its public offering, with a listing date of December 19 [1] - China National Airlines (00753) plans to invest in Shenzhen Airlines' equity financing, with Kunhang Investment, a state-owned entity, being shortlisted [1] - Sensetime-W (00020) intends to place 1.75 billion new Class B shares, aiming to raise approximately HKD 3.146 billion [1] - Fosun Pharma (02196) is enhancing its overseas innovative drug strategy by signing a cooperation and option agreement with Clavis Bio [1] - WuXi AppTec (02359) invested around EUR 30 million to acquire a 3.22% stake in a French biopharmaceutical fund [1] - Minhua Holdings (01999) plans to acquire 100% equity in the American soft furniture company Gainline Recline Intermediate Corp [1] Share Buybacks - Tencent Holdings (00700) repurchased 1.055 million shares for HKD 636 million on December 18 [2] - Xiaomi Group-W (01810) spent HKD 151 million to buy back 3.75 million shares on the same day [2] - COSCO Shipping Holdings (01919) repurchased 5.9 million shares for HKD 80.557 million [2] - Country Garden Services (06098) bought back 2.7 million shares for HKD 17.136 million [2] - Jiangsu Ninghu Expressway (00177) saw an increase of 52.862 million shares by Yunsong Capital [2]

Group 1 - The company Changshan Beiming (000158.SZ) has announced a collaboration with Huawei in the field of smart transportation [1]